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: 0001729428
申报总市值
US$5.0亿
US$5.0亿
217 檔
9.3%
Q1 2026 季度申报显示，Monument Capital Management 披露的美股组合总市值为 US$5.0亿，涵盖 217 个不同之权益投资仓位。
在 Q1 2026，Monument Capital Management 展现出较为审慎的避险与获利了结姿态。本季共减仓 81 个仓位并完全清仓 34 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，Monument Capital Management 的前 5 大核心持股（包含 MSFT, CAT, AAPL 等）合计占整体申报市值的 9.3%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 217 只）
| # | 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 | 2.83% | -0.49% | -1.54% | |
| 2 | CAT | Caterpillar Inc | 股票-工业 | 2.45% | -0.03% | -4.24% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 2.12% | -0.14% | -1.00% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 2.10% | -0.22% | -1.02% | |
| 5 | FIX | Comfort Systems USA Inc | 股票-工业 | 2.08% | +0.23% | -4.16% | |
| 6 | EME | Emcor Group Inc | 股票-工业 | 2.01% | -0.25% | -3.39% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.85% | +0.25% | +0.38% | |
| 8 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.77% | -0.14% | +0.02% | |
| 9 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 1.68% | -1.68% | EXIT | |
| 10 | WMT | Walmart Inc | 股票-非周期性消费 | 1.63% | -0.45% | -1.39% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.56% | +0.11% | +16.80% | |
| 12 | UI | Ubiquiti Inc | 股票-科技 | 1.47% | -1.39% | -5.92% | |
| 13 | IEZ | Ishares U.s. Oil Equipment & | ETF-其他 | 1.43% | -1.43% | EXIT | |
| 14 | CASY | Casey's General Stores Inc | 股票-周期性消费 | 1.40% | -0.24% | -1.58% | |
| 15 | FXR | First Trust Indst/producers | ETF-其他 | 1.31% | -0.14% | -0.05% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.30% | -0.01% | -0.23% | |
| 17 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 1.28% | -1.28% | EXIT | |
| 18 | IGE | Ishares North American Natur | ETF-其他 | 1.26% | -1.26% | EXIT | |
| 19 | AU | AngloGold Ashanti plc | 股票-原材料 | 1.24% | -1.18% | +0.67% | |
| 20 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 1.24% | -0.13% | -4.54% | |
| 21 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 1.22% | -0.15% | -4.26% | |
| 22 | MCK | Mckesson CORP | 股票-医疗保健 | 1.22% | -0.95% | -0.50% | |
| 23 | RL | Ralph Lauren CORP | 股票-周期性消费 | 1.21% | -0.12% | -2.92% | |
| 24 | ITA | Ishares U.s. Aerospace & Def | ETF-其他 | 1.19% | -0.09% | — | |
| 25 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公债 | 1.16% | -0.15% | -4.54% | |
| 26 | MBB | Ishares Mbs ETF | ETF-其他 | 1.14% | -0.14% | -4.80% | |
| 27 | APH | Amphenol Corp-cl A | 股票-科技 | 1.13% | +0.10% | -1.90% | |
| 28 | EWP | Ishares Msci Spain ETF | ETF-其他 | 1.12% | -0.15% | -1.31% | |
| 29 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 1.12% | -1.12% | EXIT | |
| 30 | EWO | Ishares Msci Austria ETF | ETF-其他 | 1.09% | -0.07% | -1.24% | |
| 31 | EIS | Ishares Msci Israel ETF | ETF-其他 | 1.05% | -0.19% | -1.07% | |
| 32 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.05% | -0.13% | +8.84% | |
| 33 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.03% | -0.15% | -1.97% | |
| 34 | CAH | Cardinal Health Inc | 股票-医疗保健 | 1.03% | -0.10% | -1.19% | |
| 35 | TPR | Tapestry Inc | 股票-周期性消费 | 1.00% | -0.18% | -1.96% | |
| 36 | EWI | Ishares Msci Italy ETF | ETF-其他 | 1.00% | -0.12% | -0.24% | |
| 37 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.98% | -0.67% | +102.60% | |
| 38 | AMAT | Applied Materials Inc | 股票-科技 | 0.97% | +0.73% | -0.63% | |
| 39 | EWC | Ishares Msci Canada ETF | ETF-其他 | 0.96% | -0.15% | — | |
| 40 | MTZ | Mastec Inc | 股票-工业 | 0.92% | — | — | |
| 41 | JBL | Jabil Inc | 股票-科技 | 0.91% | +0.13% | +0.09% | |
| 42 | MTG | Mgic Investment CORP | 股票-金融 | 0.90% | -0.14% | -1.05% | |
| 43 | EXEL | Exelixis Inc | 股票-医疗保健 | 0.89% | — | -0.92% | |
| 44 | LRCX | Lam Research CORP | 股票-科技 | 0.89% | +0.55% | +0.89% | |
| 45 | DELL | Dell Technologies -c | 股票-科技 | 0.86% | +0.88% | +709.72% | |
| 46 | NVDA | Nvidia CORP | 股票-科技 | 0.86% | -0.07% | +2.36% | |
| 47 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.85% | -0.06% | -7.48% | |
| 48 | TT | Trane Technologies plc | 股票-工业 | 0.83% | -0.05% | +0.50% | |
| 49 | HIG | Hartford Insurance Group Inc | 股票-金融 | 0.80% | -0.18% | -1.29% | |
| 50 | PGR | Progressive CORP | 股票-金融 | 0.80% | -0.67% | +14.49% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | DELL | Dell Technologies -c | +0.8% | +709.72% | 加仓 |
| 2 | VLO | Valero Energy CORP | +0.6% | +496.33% | 加仓 |
| 3 | FIX | Comfort Systems USA Inc | +0.6% | -4.16% | 减仓 |
| 4 | GILD | Gilead Sciences Inc | +0.6% | +102.60% | 加仓 |
| 5 | HCA | Hca Healthcare Inc | +0.5% | +830.02% | 加仓 |
| 6 | CAT | Caterpillar Inc | +0.4% | -4.24% | 减仓 |
| 7 | UI | Ubiquiti Inc | +0.4% | -5.92% | 减仓 |
| 8 | CASY | Casey's General Stores Inc | +0.3% | -1.58% | 减仓 |
| 9 | EME | Emcor Group Inc | +0.3% | -3.39% | 减仓 |
| 10 | AMAT | Applied Materials Inc | +0.2% | -0.63% | 减仓 |
| 11 | JNJ | Johnson & Johnson | +0.2% | +8.84% | 加仓 |
| 12 | FLS | Flowserve CORP | +0.2% | +36.81% | 加仓 |
| 13 | LRCX | Lam Research CORP | +0.2% | +0.89% | 加仓 |
| 14 | XOM | Exxon Mobil CORP | +0.2% | +0.30% | 加仓 |
| 15 | MRK | Merck & Co. Inc. | +0.2% | +17.47% | 加仓 |
| 16 | AU | AngloGold Ashanti plc | +0.2% | +0.67% | 加仓 |
| 17 | PWR | Quanta Services Inc | +0.2% | -2.62% | 减仓 |
| 18 | WMT | Walmart Inc | +0.2% | -1.39% | 减仓 |
| 19 | VZ | Verizon Communications Inc | +0.1% | +115.42% | 加仓 |
| 20 | JBL | Jabil Inc | +0.1% | +0.09% | 加仓 |
| 21 | GOOGL | Alphabet Inc-cl A | +0.1% | +16.80% | 加仓 |
| 22 | CVX | Chevron CORP | +0.1% | +1.55% | 加仓 |
| 23 | NEM | Newmont CORP | +0.1% | +102.45% | 加仓 |
| 24 | TPR | Tapestry Inc | +0.1% | -1.96% | 减仓 |
| 25 | AEP | American Electric Power | +0.1% | +14.09% | 加仓 |
| 26 | COST | Costco Wholesale CORP | +0.1% | +20.35% | 加仓 |
| 27 | MCK | Mckesson CORP | +0.1% | -0.50% | 减仓 |
| 28 | TT | Trane Technologies plc | +0.1% | +0.50% | 加仓 |
| 29 | MPC | Marathon Petroleum CORP | +0.1% | +0.07% | 加仓 |
| 30 | ED | Consolidated Edison Inc | +0.1% | +5.91% | 加仓 |
| 31 | STX | Seagate Technology Holdings plc | +0.1% | +17.82% | 加仓 |
| 32 | MUSA | Murphy USA Inc | +0.1% | -1.30% | 减仓 |
| 33 | EIS | Ishares Msci Israel ETF | +0.1% | -1.07% | 减仓 |
| 34 | TTE | TotalEnergies SE | 0% | -0.68% | 减仓 |
| 35 | NEE | Nextera Energy Inc | 0% | +13.56% | 加仓 |
| 36 | NVS | Novartis Ag-sponsored Adr | 0% | +15.73% | 加仓 |
| 37 | LMT | Lockheed Martin CORP | 0% | +6.49% | 加仓 |
| 38 | CHRW | C.h. Robinson Worldwide Inc | 0% | +2.52% | 加仓 |
| 39 | FXR | First Trust Indst/producers | 0% | -0.05% | 减仓 |
| 40 | GEV | GE Vernova Inc | 0% | +0.31% | 加仓 |
| 41 | GWW | Ww Grainger Inc | 0% | -0.96% | 减仓 |
| 42 | KMI | Kinder Morgan, Inc. | 0% | +9.89% | 加仓 |
| 43 | KO | Coca-cola Co/the | 0% | -2.31% | 减仓 |
| 44 | BLK | Blackrock Inc | 0% | +47.39% | 加仓 |
| 45 | DHT | DHT Holdings, Inc. | 0% | -3.13% | 减仓 |
| 46 | IRM | Iron Mountain Inc | 0% | +0.11% | 加仓 |
| 47 | CAH | Cardinal Health Inc | 0% | -1.19% | 减仓 |
| 48 | VALE | Vale Sa-sp Adr | 0% | +2.44% | 加仓 |
| 49 | RES | Rpc Inc | 0% | +29.74% | 加仓 |
| 50 | RLGT | Radiant Logistics Inc | 0% | — | 不变 |
根据 SEC 官方 Form 13F 申报备案，Monument Capital Management 在 Q1 2026 季度的美股持仓总市值约为 US$5.0亿，共申报了 217 个公开持股仓位。
在 Q1 2026 季度，Monument Capital Management 按市值排列的前三大核心持股分别为：MSFT (2.8%)、CAT (2.5%)、AAPL (2.1%)。其中最大持股仓位 MSFT 占据整体投资组合约 2.8% 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
IWS
市值: US$669.4万
本季最大获利了结 / 清仓标的
IWP
前期市值: US$695.8万
在 Q1 2026 季度中，Monument Capital Management 共进行了 195 项持仓异动，包含新建仓 31 个仓位、加仓 49 个仓位、减仓 81 个仓位以及清仓 34 个仓位。 其中最大新建仓标的为 IWS。 本季清仓仓位包含 IWP。
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。