13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
AlphaSMO 权威研究指南阅读专题
CIK: 0002115416
申报总市值
US$1.2亿
US$1.2亿
117 檔
27.0%
Q1 2026 季度申报显示，Midway Capital Research & Management 披露的美股组合总市值为 US$1.2亿，涵盖 117 个不同之权益投资仓位。
在 Q1 2026，Midway Capital Research & Management 操作展现出积极扩展与加仓意向。本季共新建仓 70 个新仓位，并对 33 个既有持股进行加仓（合计增持 103 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Midway Capital Research & Management 的前 5 大核心持股（包含 AMAT, AAPL, JLL 等）合计占整体申报市值的 27.0%，反映机构在主要关键仓位上的权重分布。
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMAT | Applied Materials Inc | 股票-科技 | 9.36% | -4.06% | -2.46% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 6.24% | +1.61% | +9.62% | |
| 3 | JLL | Jones Lang Lasalle Inc | 股票-房地产 | 5.07% | +0.22% | -0.24% | |
| 4 | MA | Mastercard Inc - A | 股票-金融 | 4.86% | +0.62% | +6.88% | |
| 5 | APH | Amphenol Corp-cl A | 股票-科技 | 4.55% | +0.09% | -0.46% | |
| 6 | BN | Brookfield CORP | 股票-金融 | 4.45% | -0.32% | +0.69% | |
| 7 | EWBC | East West Bancorp Inc | 股票-金融 | 3.95% | +0.09% | +0.60% | |
| 8 | ADI | Analog Devices Inc | 股票-科技 | 3.68% | +0.21% | -0.26% | |
| 9 | SYK | Stryker CORP | 股票-医疗保健 | 3.40% | -0.03% | +1.24% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.64% | +0.12% | +0.08% | |
| 11 | DGS | Wisdomtree Em Small Cap | ETF-中小型股 | 2.52% | +0.09% | +4.86% | |
| 12 | FCFS | Firstcash Holdings Inc | 股票-金融 | 2.46% | +0.11% | -0.27% | |
| 13 | LECO | Lincoln Electric Holdings | 股票-工业 | 2.45% | +0.15% | +1.19% | |
| 14 | VRSK | Verisk Analytics Inc | 股票-工业 | 2.38% | +0.01% | +6.87% | |
| 15 | SNPS | Synopsys Inc | 股票-科技 | 2.37% | +0.10% | +4.06% | |
| 16 | ORI | Old Republic Intl CORP | 股票-金融 | 2.33% | -0.04% | +1.71% | |
| 17 | NEE | Nextera Energy Inc | 股票-公用事业 | 2.30% | -0.12% | +1.06% | |
| 18 | MCD | Mcdonald's CORP | 股票-周期性消费 | 2.27% | -0.14% | +2.29% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.23% | +0.14% | +0.74% | |
| 20 | EXPD | Expeditors Intl Wash Inc | 股票-工业 | 2.19% | +0.44% | -0.68% | |
| 21 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.00% | +0.20% | +0.31% | |
| 22 | BLK | Blackrock Inc | 股票-金融 | 1.94% | +0.29% | +0.66% | |
| 23 | MSCI | Msci Inc | 股票-金融 | 1.91% | +0.05% | +1.40% | |
| 24 | KMX | Carmax Inc | 股票-周期性消费 | 1.74% | +0.21% | +5.75% | |
| 25 | Q | Qnity Electronics Inc | 股票-科技 | 1.58% | -0.33% | +11.99% | |
| 26 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.48% | +0.21% | +1.27% | |
| 27 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 1.36% | +0.10% | -27.25% | |
| 28 | SHOP | Shopify Inc - Class A | 股票-科技 | 1.33% | +0.49% | +10.40% | |
| 29 | PFE | Pfizer Inc | 股票-医疗保健 | 1.32% | +0.28% | +3.28% | |
| 30 | 6D8 | Dupont De Nemours Inc | 股票-其他 | 1.25% | — | +1.66% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.17% | +0.49% | +4.84% | |
| 32 | ADBE | Adobe Inc | 股票-科技 | 1.12% | +0.23% | +2.39% | |
| 33 | MTN | Vail Resorts Inc | 股票-周期性消费 | 1.06% | +0.11% | +8.56% | |
| 34 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.05% | +0.05% | +7.35% | |
| 35 | BAM | Brookfield Asset Mgmt-a | 股票-金融 | 0.67% | +0.04% | +1.80% | |
| 36 | ITW | Illinois Tool Works | 股票-工业 | 0.57% | +0.03% | — | |
| 37 | AXP | American Express Co | 股票-金融 | 0.50% | -0.02% | +2.92% | |
| 38 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.50% | — | -8.70% | |
| 39 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.42% | +0.01% | — | |
| 40 | MSFT | Microsoft CORP | 股票-科技 | 0.36% | +0.18% | +53.82% | |
| 41 | DOW | Dow Inc | 股票-原材料 | 0.28% | -0.12% | EXIT | |
| 42 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.25% | +0.01% | — | |
| 43 | FDS | Factset Research Systems Inc | 股票-金融 | 0.25% | +0.07% | +17.10% | |
| 44 | WM | Waste Management Inc | 股票-工业 | 0.24% | — | -0.18% | |
| 45 | CME | Cme Group Inc | 股票-金融 | 0.22% | +0.04% | — | |
| 46 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.22% | +0.08% | +4.81% | |
| 47 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.21% | +0.01% | — | |
| 48 | AEE | Ameren Corporation | 股票-公用事业 | 0.19% | -0.16% | EXIT | |
| 49 | BX | Blackstone Inc | 股票-金融 | 0.19% | +0.02% | +6.12% | |
| 50 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.17% | -0.16% | EXIT |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AMAT | Applied Materials Inc | +1.9% | -2.46% | 减仓 |
| 2 | Q | Qnity Electronics Inc | +0.6% | +11.99% | 加仓 |
| 3 | ADI | Analog Devices Inc | +0.4% | -0.26% | 减仓 |
| 4 | FCFS | Firstcash Holdings Inc | +0.3% | -0.27% | 减仓 |
| 5 | NEE | Nextera Energy Inc | +0.3% | +1.06% | 加仓 |
| 6 | JNJ | Johnson & Johnson | +0.3% | +0.31% | 加仓 |
| 7 | DGS | Wisdomtree Em Small Cap | +0.2% | +4.86% | 加仓 |
| 8 | KMX | Carmax Inc | +0.2% | +5.75% | 加仓 |
| 9 | PFE | Pfizer Inc | +0.2% | +3.28% | 加仓 |
| 10 | 6D8 | Dupont De Nemours Inc | +0.1% | +1.66% | 加仓 |
| 11 | MSFT | Microsoft CORP | +0.1% | +53.82% | 加仓 |
| 12 | LECO | Lincoln Electric Holdings | 0% | +1.19% | 加仓 |
| 13 | MCD | Mcdonald's CORP | 0% | +2.29% | 加仓 |
| 14 | VIG | Vanguard Dividend Apprec ETF | 0% | +7.35% | 加仓 |
| 15 | MTN | Vail Resorts Inc | 0% | +8.56% | 加仓 |
| 16 | ITW | Illinois Tool Works | 0% | — | 不变 |
| 17 | CME | Cme Group Inc | 0% | — | 不变 |
| 18 | WM | Waste Management Inc | — | -0.18% | 减仓 |
| 19 | ESGD | Ishares Trust Ishares Esg Aw | 0% | — | 不变 |
| 20 | AMZN | Amazon.com Inc | 0% | +4.81% | 加仓 |
| 21 | VXF | Vanguard Extended Market ETF | 0% | — | 不变 |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +4.84% | 加仓 |
| 23 | FDS | Factset Research Systems Inc | -0.1% | +17.10% | 加仓 |
| 24 | AAPL | Apple Inc | -0.1% | +9.62% | 加仓 |
| 25 | BX | Blackstone Inc | -0.1% | +6.12% | 加仓 |
| 26 | MINT | Pimco Enhanced Short Maturit | -0.1% | -8.70% | 减仓 |
| 27 | GOOG | Alphabet Inc-cl C | -0.1% | — | 不变 |
| 28 | AXP | American Express Co | -0.1% | +2.92% | 加仓 |
| 29 | BAM | Brookfield Asset Mgmt-a | -0.1% | +1.80% | 加仓 |
| 30 | MSCI | Msci Inc | -0.2% | +1.40% | 加仓 |
| 31 | EXPD | Expeditors Intl Wash Inc | -0.2% | -0.68% | 减仓 |
| 32 | BLK | Blackrock Inc | -0.3% | +0.66% | 加仓 |
| 33 | JPM | Jpmorgan Chase & Co | -0.3% | +0.74% | 加仓 |
| 34 | DIS | Walt Disney Co/the | -0.3% | +1.27% | 加仓 |
| 35 | GOOGL | Alphabet Inc-cl A | -0.3% | +0.08% | 加仓 |
| 36 | SYK | Stryker CORP | -0.3% | +1.24% | 加仓 |
| 37 | VRSK | Verisk Analytics Inc | -0.3% | +6.87% | 加仓 |
| 38 | EWBC | East West Bancorp Inc | -0.3% | +0.60% | 加仓 |
| 39 | SHOP | Shopify Inc - Class A | -0.4% | +10.40% | 加仓 |
| 40 | ORI | Old Republic Intl CORP | -0.4% | +1.71% | 加仓 |
| 41 | SNPS | Synopsys Inc | -0.4% | +4.06% | 加仓 |
| 42 | ADBE | Adobe Inc | -0.5% | +2.39% | 加仓 |
| 43 | APH | Amphenol Corp-cl A | -0.5% | -0.46% | 减仓 |
| 44 | MA | Mastercard Inc - A | -0.5% | +6.88% | 加仓 |
| 45 | SGOV | Ishares 0-3 Month Treasury B | -0.6% | -27.25% | 减仓 |
| 46 | BN | Brookfield CORP | -0.7% | +0.69% | 加仓 |
| 47 | JLL | Jones Lang Lasalle Inc | -0.7% | -0.24% | 减仓 |
| 48 | DOW | Dow Inc | — | NEW | 新建仓 |
| 49 | AEE | Ameren Corporation | — | NEW | 新建仓 |
| 50 | SBUX | Starbucks CORP | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Midway Capital Research & Management 在 Q1 2026 季度的美股持仓总市值约为 US$1.2亿，共申报了 117 个公开持股仓位。
在 Q1 2026 季度，Midway Capital Research & Management 按市值排列的前三大核心持股分别为：AMAT (9.4%)、AAPL (6.2%)、JLL (5.1%)。其中最大持股仓位 AMAT 占据整体投资组合约 9.4% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
本季最大新建仓标的
DOW
市值: US$30.0万
本季最大获利了结 / 清仓标的
AMAT
前期市值: US$765.2万
在 Q1 2026 季度中，Midway Capital Research & Management 共进行了 112 项持仓异动，包含新建仓 70 个仓位、加仓 33 个仓位、减仓 9 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 DOW。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。