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。
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CIK: 0001775715
申报总市值
US$61.4亿
US$61.4亿
75 檔
19.4%
在 Q1 2026 的 13F 官方备案中，Milford Funds LTD 管理的美股投资组合规模来到 US$61.4亿，整体持股档数为 75 档。
Milford Funds LTD 在 Q1 2026 进行了结构性的板块轮动与仓位换股。在开立 10 个全新仓位及加仓 24 档持股的同时，亦同步清仓 11 档并减仓 32 档标的。
在资产配置集中度方面，Milford Funds LTD 的前 5 大核心持股（包含 MSFT, AMZN, ARMK 等）合计占整体申报市值的 19.4%，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 | MSFT | Microsoft CORP | 股票-科技 | 5.74% | +0.44% | +9.31% | |
| 2 | AMZN | Amazon.com Inc | 股票-周期性消费 | 5.13% | +1.35% | -0.69% | |
| 3 | ARMK | Aramark | 股票-工业 | 5.13% | -0.31% | +22.83% | |
| 4 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 4.55% | -0.78% | +30.24% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 4.47% | +2.07% | +60.32% | |
| 6 | SHEL | Shell Plc-adr | 股票-能源 | 4.31% | -2.25% | +127.71% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.75% | +1.90% | -35.51% | |
| 8 | INTU | Intuit Inc | 股票-科技 | 3.45% | -2.59% | +124.57% | |
| 9 | BAC | Bank Of America CORP | 股票-金融 | 3.26% | -0.32% | -23.26% | |
| 10 | NGG | National Grid Plc-sp Adr | 股票-公用事业 | 3.14% | -1.08% | -25.12% | |
| 11 | CCI | Crown Castle Inc | 股票-房地产 | 3.08% | -1.58% | -4.70% | |
| 12 | BSX | Boston Scientific CORP | 股票-医疗保健 | 2.91% | -1.40% | +171.10% | |
| 13 | AAPL | Apple Inc | 股票-科技 | 2.88% | +2.51% | -12.32% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.71% | +0.38% | +57.52% | |
| 15 | AMT | American Tower CORP | 股票-房地产 | 2.25% | -0.95% | -5.66% | |
| 16 | CRM | Salesforce Inc | 股票-科技 | 1.94% | -1.93% | -6.95% | |
| 17 | APG | Api Group CORP | 股票-工业 | 1.85% | +0.09% | -32.86% | |
| 18 | MU | Micron Technology Inc | 股票-科技 | 1.85% | +0.15% | -14.87% | |
| 19 | NFLX | Netflix Inc | 股票-通信服务 | 1.84% | -0.95% | +43.12% | |
| 20 | COP | Conocophillips | 股票-能源 | 1.82% | -0.89% | — | |
| 21 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.70% | -0.32% | +97.38% | |
| 22 | AVGO | Broadcom Inc | 股票-科技 | 1.64% | +0.26% | +53.46% | |
| 23 | AJG | Arthur J Gallagher & Co | 股票-金融 | 1.63% | -0.11% | -17.01% | |
| 24 | HCA | Hca Healthcare Inc | 股票-医疗保健 | 1.60% | -0.26% | +43.55% | |
| 25 | DUK | Duke Energy CORP | 股票-公用事业 | 1.52% | -0.38% | -33.76% | |
| 26 | RIO | Rio Tinto Plc-spon Adr | 股票-原材料 | 1.31% | -0.07% | -42.32% | |
| 27 | RYAAY | Ryanair Holdings Plc-sp Adr | 股票-工业 | 1.22% | +0.11% | +84.71% | |
| 28 | PHM | Pultegroup Inc | 股票-周期性消费 | 1.21% | -0.51% | -15.92% | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.16% | +0.35% | -35.21% | |
| 30 | UNP | Union Pacific CORP | 股票-工业 | 1.11% | +0.86% | -16.76% | |
| 31 | GXO | Gxo Logistics Inc | 股票-工业 | 1.09% | -0.66% | +21.72% | |
| 32 | PLD | Prologis Inc | 股票-房地产 | 1.03% | -0.38% | +300.42% | |
| 33 | TOL | Toll Brothers Inc | 股票-周期性消费 | 1.02% | -0.12% | +223.71% | |
| 34 | NEM | Newmont CORP | 股票-原材料 | 0.99% | -0.45% | -57.31% | |
| 35 | TDG | Transdigm Group Inc | 股票-工业 | 0.92% | -0.12% | +20.84% | |
| 36 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 0.92% | -0.65% | +3.71% | |
| 37 | JLL | Jones Lang Lasalle Inc | 股票-房地产 | 0.92% | -0.40% | -43.74% | |
| 38 | MA | Mastercard Inc - A | 股票-金融 | 0.91% | -0.31% | -20.88% | |
| 39 | BP | Bp Plc-spons Adr | 股票-能源 | 0.87% | -0.01% | +266.67% | |
| 40 | RMD | Resmed Inc | 股票-医疗保健 | 0.71% | -0.68% | +27.12% | |
| 41 | CP | Canadian Pacific Kansas City | 股票-工业 | 0.69% | +0.53% | — | |
| 42 | FISV | Fiserv Inc | 股票-其他 | 0.69% | -0.52% | -3.32% | |
| 43 | ICE | Intercontinental Exchange In | 股票-金融 | 0.65% | -0.48% | +27.07% | |
| 44 | AMAT | Applied Materials Inc | 股票-科技 | 0.57% | +0.63% | — | |
| 45 | AEE | Ameren Corporation | 股票-公用事业 | 0.57% | -0.12% | — | |
| 46 | DHR | Danaher CORP | 股票-医疗保健 | 0.54% | +0.16% | -49.49% | |
| 47 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.48% | +0.56% | -24.38% | |
| 48 | SPGI | S&p Global Inc | 股票-金融 | 0.47% | -0.07% | -67.00% | |
| 49 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.46% | -0.30% | +44.14% | |
| 50 | WAT | Waters CORP | 股票-医疗保健 | 0.42% | +0.41% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SHEL | Shell Plc-adr | +2.9% | +127.71% | 加仓 |
| 2 | NVDA | Nvidia CORP | +1.7% | +60.32% | 加仓 |
| 3 | TSM | Taiwan Semiconductor-sp Adr | +1.6% | +30.24% | 加仓 |
| 4 | ARMK | Aramark | +1.6% | +22.83% | 加仓 |
| 5 | BSX | Boston Scientific CORP | +1.4% | +171.10% | 加仓 |
| 6 | INTU | Intuit Inc | +1.3% | +124.57% | 加仓 |
| 7 | META | Meta Platforms Inc-class A | +0.9% | +57.52% | 加仓 |
| 8 | PLD | Prologis Inc | +0.8% | +300.42% | 加仓 |
| 9 | TMO | Thermo Fisher Scientific Inc | +0.8% | +97.38% | 加仓 |
| 10 | TOL | Toll Brothers Inc | +0.7% | +223.71% | 加仓 |
| 11 | BP | Bp Plc-spons Adr | +0.7% | +266.67% | 加仓 |
| 12 | NFLX | Netflix Inc | +0.7% | +43.12% | 加仓 |
| 13 | HCA | Hca Healthcare Inc | +0.6% | +43.55% | 加仓 |
| 14 | AVGO | Broadcom Inc | +0.5% | +53.46% | 加仓 |
| 15 | RYAAY | Ryanair Holdings Plc-sp Adr | +0.5% | +84.71% | 加仓 |
| 16 | GXO | Gxo Logistics Inc | +0.2% | +21.72% | 加仓 |
| 17 | MCD | Mcdonald's CORP | +0.2% | +44.14% | 加仓 |
| 18 | LNG | Cheniere Energy Inc | +0.2% | +8.52% | 加仓 |
| 19 | ICE | Intercontinental Exchange In | +0.2% | +27.07% | 加仓 |
| 20 | CNP | Centerpoint Energy Inc | +0.2% | +61.03% | 加仓 |
| 21 | RMD | Resmed Inc | +0.2% | +27.12% | 加仓 |
| 22 | MU | Micron Technology Inc | +0.1% | -14.87% | 减仓 |
| 23 | TDG | Transdigm Group Inc | +0.1% | +20.84% | 加仓 |
| 24 | AEE | Ameren Corporation | +0.1% | — | 不变 |
| 25 | LOW | Lowe's Cos Inc | 0% | — | 不变 |
| 26 | KMI | Kinder Morgan, Inc. | 0% | — | 不变 |
| 27 | NEE | Nextera Energy Inc | 0% | — | 不变 |
| 28 | HLN | Haleon Plc-adr | — | — | 不变 |
| 29 | SBAC | Sba Communications CORP | 0% | — | 不变 |
| 30 | UBER | Uber Technologies Inc | 0% | — | 不变 |
| 31 | V | Visa Inc-class A Shares | 0% | — | 不变 |
| 32 | AMT | American Tower CORP | 0% | -5.66% | 减仓 |
| 33 | WMT | Walmart Inc | 0% | -21.90% | 减仓 |
| 34 | LIF | Life360 Inc | -0.1% | — | 不变 |
| 35 | UNP | Union Pacific CORP | -0.1% | -16.76% | 减仓 |
| 36 | BDX | Becton Dickinson And Co | -0.1% | +3.71% | 加仓 |
| 37 | FISV | Fiserv Inc | -0.1% | -3.32% | 减仓 |
| 38 | PHM | Pultegroup Inc | -0.1% | -15.92% | 减仓 |
| 39 | CFG | Citizens Financial Group | -0.2% | -60.43% | 减仓 |
| 40 | CBRE | Cbre Group Inc - A | -0.2% | -27.57% | 减仓 |
| 41 | IBKR | Interactive Brokers Gro-cl A | -0.2% | -42.57% | 减仓 |
| 42 | LLY | Eli Lilly & Co | -0.2% | -24.38% | 减仓 |
| 43 | CCI | Crown Castle Inc | -0.2% | -4.70% | 减仓 |
| 44 | AMZN | Amazon.com Inc | -0.2% | -0.69% | 减仓 |
| 45 | MA | Mastercard Inc - A | -0.3% | -20.88% | 减仓 |
| 46 | EFX | Equifax Inc | -0.4% | -67.57% | 减仓 |
| 47 | DUK | Duke Energy CORP | -0.4% | -33.76% | 减仓 |
| 48 | AAPL | Apple Inc | -0.4% | -12.32% | 减仓 |
| 49 | NGG | National Grid Plc-sp Adr | -0.5% | -25.12% | 减仓 |
| 50 | RIO | Rio Tinto Plc-spon Adr | -0.5% | -42.32% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Milford Funds LTD 在 Q1 2026 季度的美股持仓总市值约为 US$61.4亿，共申报了 75 个公开持股仓位。
在 Q1 2026 季度，Milford Funds LTD 按市值排列的前三大核心持股分别为：MSFT (5.7%)、AMZN (5.1%)、ARMK (5.1%)。其中最大持股仓位 MSFT 占据整体投资组合约 5.7% 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
COP
市值: US$8684.9万
本季最大获利了结 / 清仓标的
CCL1EUR
前期市值: US$1.0亿
在 Q1 2026 季度中，Milford Funds LTD 共进行了 77 项持仓异动，包含新建仓 10 个仓位、加仓 24 个仓位、减仓 32 个仓位以及清仓 11 个仓位。 其中最大新建仓标的为 COP。 本季清仓仓位包含 CCL1EUR。
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。