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: 0001940660
申报总市值
US$9.8万
US$9.8万
54 檔
42778.8%
根据最新整理的 13F 季度数据集，Montchanin Asset Management, LLC 于 Q1 2026 结束时的管理资产规模为 US$9.8万。该机构在本季度申报了 54 档美股持仓，呈现出该时期的主要投资地图。
在 Q1 2026，Montchanin Asset Management, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 23 个仓位并完全清仓 17 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，Montchanin Asset Management, LLC 的前 5 大核心持股（包含 AAPL, GOOG, KMI 等）合计占整体申报市值的 42778.8%，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 | AAPL | Apple Inc | 股票-科技 | 16.26% | -0.65% | -23.38% | |
| 2 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 7.52% | -0.22% | -26.88% | |
| 3 | KMI | Kinder Morgan, Inc. | 股票-能源 | 7.48% | -1.80% | -26.37% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 7.18% | -0.19% | -12.81% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 6.19% | -0.93% | -22.72% | |
| 6 | QYLD | Global X Nasd 100 Cov Call | ETF-其他 | 3.80% | -0.52% | +20.31% | |
| 7 | HD | Home Depot Inc | 股票-周期性消费 | 3.63% | -0.19% | -13.45% | |
| 8 | CTAS | Cintas CORP | 股票-工业 | 3.43% | -0.70% | -27.34% | |
| 9 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 3.29% | -0.13% | -29.28% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.01% | -0.31% | -6.79% | |
| 11 | EPD | Enterprise Products Partners | 股票-能源 | 2.95% | -0.41% | -31.77% | |
| 12 | HON | Honeywell International Inc | 股票-工业 | 2.41% | -1.44% | -8.64% | |
| 13 | LNG | Cheniere Energy Inc | 股票-能源 | 2.36% | -0.32% | +645.51% | |
| 14 | AVGO | Broadcom Inc. | 股票-科技 | 2.11% | +0.41% | -12.42% | |
| 15 | CVX | Chevron CORP | 股票-能源 | 2.00% | -0.47% | -24.12% | |
| 16 | AMD | Advanced Micro Devices | 股票-科技 | 1.99% | +2.52% | -9.57% | |
| 17 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.81% | -0.36% | -26.34% | |
| 18 | POWL | Powell Industries Inc | 股票-工业 | 1.77% | +0.56% | +22.66% | |
| 19 | XYLD | Global X S&p 500 Cove Call E | ETF-大型股与成长 | 1.67% | -0.10% | +49.83% | |
| 20 | NVDA | Nvidia CORP | 股票-科技 | 1.39% | +0.35% | +2.74% | |
| 21 | COP | Conocophillips | 股票-能源 | 1.15% | -0.28% | +1.86% | |
| 22 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.15% | +0.12% | +3.12% | |
| 23 | QNTELE 5.75 08-15-32 144A债券 | Qnity Electronics Inc | 债券 | 1.11% | +0.40% | — | |
| 24 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.07% | +0.31% | +405.73% | |
| 25 | RTX | Rtx CORP | 股票-工业 | 1.07% | +0.04% | — | |
| 26 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.05% | +0.05% | — | |
| 27 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.77% | -0.08% | -60.86% | |
| 28 | PSX | Phillips 66 | 股票-能源 | 0.74% | -0.08% | — | |
| 29 | CFG | Citizens Financial Group | 股票-金融 | 0.64% | +0.26% | -6.10% | |
| 30 | ✓ | Merck & Co Inc Com | 股票-其他 | 0.60% | +0.02% | — | |
| 31 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.60% | -0.10% | -1.88% | |
| 32 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.55% | -0.01% | — | |
| 33 | WMT | Walmart Inc | 股票-非周期性消费 | 0.48% | -0.06% | +28.42% | |
| 34 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.46% | +0.01% | -37.89% | |
| 35 | IBM | Intl Business Machines CORP | 股票-科技 | 0.46% | +0.05% | — | |
| 36 | ADBE | Adobe Inc | 股票-科技 | 0.40% | -0.40% | EXIT | |
| 37 | EOG | Eog Resources Inc | 股票-能源 | 0.39% | -0.05% | -41.33% | |
| 38 | BE | Bloom Energy Corp- A | 股票-工业 | 0.38% | +0.41% | — | |
| 39 | OHI 5.25 01-15-26债券 | Omega Hlthcare Investors | 债券 | 0.37% | +0.02% | — | |
| 40 | ✓ | Caledonia Mng CORP PLC | 股票-其他 | 0.36% | +0.08% | — | |
| 41 | CCI | Crown Castle Inc | 股票-房地产 | 0.34% | -0.34% | EXIT | |
| 42 | VNOMUSD | Viper Energy Inc-cl A | 股票-其他 | 0.34% | -0.04% | — | |
| 43 | CLS | Celestica Inc | 股票-科技 | 0.33% | +0.01% | — | |
| 44 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.33% | +0.01% | — | |
| 45 | XOM | Exxon Mobil CORP | 股票-能源 | 0.30% | -0.05% | — | |
| 46 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.29% | +0.05% | — | |
| 47 | EQT | Eqt CORP | 股票-能源 | 0.28% | -0.06% | — | |
| 48 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.28% | +0.28% | — | |
| 49 | BAC | Bank Of America CORP | 股票-金融 | 0.26% | +0.04% | -57.85% | |
| 50 | GD | General Dynamics CORP | 股票-工业 | 0.26% | +0.12% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | LNG | Cheniere Energy Inc | +1.7% | +645.51% | 加仓 |
| 2 | GOOG | Alphabet Inc-cl C | +1.3% | -26.88% | 减仓 |
| 3 | POWL | Powell Industries Inc | +1.2% | +22.66% | 加仓 |
| 4 | QNTELE 5.75 08-15-32 144A债券 | Qnity Electronics Inc | +1.1% | NEW | 新建仓 |
| 5 | GOOGL | Alphabet Inc-cl A | +1.1% | -6.79% | 减仓 |
| 6 | JPM | Jpmorgan Chase & Co | +1.1% | -12.81% | 减仓 |
| 7 | AMZN | Amazon.com Inc | +0.9% | +405.73% | 加仓 |
| 8 | AMD | Advanced Micro Devices | +0.8% | -9.57% | 减仓 |
| 9 | QYLD | Global X Nasd 100 Cov Call | +0.7% | +20.31% | 加仓 |
| 10 | PLTR | Palantir Technologies Inc-a | +0.7% | -26.34% | 减仓 |
| 11 | ✓ | Merck & Co Inc Com | +0.6% | NEW | 新建仓 |
| 12 | XYLD | Global X S&p 500 Cove Call E | +0.6% | +49.83% | 加仓 |
| 13 | RTX | Rtx CORP | +0.5% | — | 不变 |
| 14 | AVGO | Broadcom Inc. | +0.5% | -12.42% | 减仓 |
| 15 | NVDA | Nvidia CORP | +0.4% | +2.74% | 加仓 |
| 16 | BE | Bloom Energy Corp- A | +0.4% | NEW | 新建仓 |
| 17 | OHI 5.25 01-15-26债券 | Omega Hlthcare Investors | +0.4% | NEW | 新建仓 |
| 18 | COP | Conocophillips | +0.4% | +1.86% | 加仓 |
| 19 | ✓ | Caledonia Mng CORP PLC | +0.4% | NEW | 新建仓 |
| 20 | VNOMUSD | Viper Energy Inc-cl A | +0.3% | NEW | 新建仓 |
| 21 | CLS | Celestica Inc | +0.3% | NEW | 新建仓 |
| 22 | IVE | Ishares S&p 500 Value ETF | +0.3% | NEW | 新建仓 |
| 23 | PSX | Phillips 66 | +0.3% | — | 不变 |
| 24 | ABBV | Abbvie Inc | +0.3% | +3.12% | 加仓 |
| 25 | CVX | Chevron CORP | +0.3% | -24.12% | 减仓 |
| 26 | XOM | Exxon Mobil CORP | +0.3% | NEW | 新建仓 |
| 27 | IVW | Ishares S&p 500 Growth ETF | +0.3% | NEW | 新建仓 |
| 28 | EQT | Eqt CORP | +0.3% | NEW | 新建仓 |
| 29 | PANW | Palo Alto Networks Inc | +0.3% | NEW | 新建仓 |
| 30 | KO | Coca-cola Co/the | +0.3% | — | 不变 |
| 31 | GD | General Dynamics CORP | +0.3% | NEW | 新建仓 |
| 32 | BTI | British American Tob-sp Adr | +0.2% | NEW | 新建仓 |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | NEW | 新建仓 |
| 34 | WMT | Walmart Inc | +0.2% | +28.42% | 加仓 |
| 35 | JNJ | Johnson & Johnson | +0.2% | NEW | 新建仓 |
| 36 | TTMI | Ttm Technologies | +0.2% | NEW | 新建仓 |
| 37 | CFG | Citizens Financial Group | +0.2% | -6.10% | 减仓 |
| 38 | IBM | Intl Business Machines CORP | +0.1% | — | 不变 |
| 39 | PEP | Pepsico Inc | +0.1% | -1.88% | 减仓 |
| 40 | HON | Honeywell International Inc | — | -8.64% | 减仓 |
| 41 | PG | Procter & Gamble Co/the | 0% | — | 不变 |
| 42 | KMI | Kinder Morgan, Inc. | -0.1% | -26.37% | 减仓 |
| 43 | CCI | Crown Castle Inc | -0.1% | -21.92% | 减仓 |
| 44 | EOG | Eog Resources Inc | -0.1% | -41.33% | 减仓 |
| 45 | LIN | Linde plc | -0.2% | EXIT | 清仓 |
| 46 | STC | Stewart Information Services | -0.2% | EXIT | 清仓 |
| 47 | V | Visa Inc-class A Shares | -0.2% | EXIT | 清仓 |
| 48 | TFC | Truist Financial CORP | -0.2% | EXIT | 清仓 |
| 49 | DRRXEUR | Durect Corporation | -0.2% | EXIT | 清仓 |
| 50 | GE | General Electric | -0.3% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Montchanin Asset Management, LLC 在 Q1 2026 季度的美股持仓总市值约为 US$9.8万，共申报了 54 个公开持股仓位。
在 Q1 2026 季度，Montchanin Asset Management, LLC 按市值排列的前三大核心持股分别为：AAPL (16.3%)、GOOG (7.5%)、KMI (7.5%)。其中最大持股仓位 AAPL 占据整体投资组合约 16.3% 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
QNTELE 5.75 08-15-32 144A
市值: US$104.8万
本季最大获利了结 / 清仓标的
6D8
前期市值: US$138.5万
在 Q1 2026 季度中，Montchanin Asset Management, LLC 共进行了 66 项持仓异动，包含新建仓 17 个仓位、加仓 9 个仓位、减仓 23 个仓位以及清仓 17 个仓位。 其中最大新建仓标的为 QNTELE 5.75 08-15-32 144A。 本季清仓仓位包含 6D8。
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。