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: 0000938592
申报总市值
US$19.0亿
US$19.0亿
251 檔
25.3%
在 Q1 2026 申报期间，Moody Lynn Lieberson & Walker, LLC（CIK: 0000938592）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$19.0亿，共持有 251 个公开申报仓位。
在 Q1 2026，Moody Lynn Lieberson & Walker, LLC 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 25 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，Moody Lynn Lieberson & Walker, LLC 的前 5 大核心持股（包含 GOOGL, NVDA, AVGO 等）合计占整体申报市值的 25.3%，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 251 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 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 6.47% | +0.79% | -0.06% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 6.29% | +0.40% | -0.86% | |
| 3 | AVGO | Broadcom Inc | 股票-科技 | 5.62% | +0.52% | -1.53% | |
| 4 | LLY | Eli Lilly & Co | 股票-医疗保健 | 4.31% | +0.83% | -0.24% | |
| 5 | GLD | Spdr Gold Shares | ETF-避险与商品 | 4.18% | -1.27% | -6.88% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 4.06% | -0.39% | +0.73% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 3.97% | +0.34% | -0.20% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.33% | +0.05% | -3.83% | |
| 9 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.86% | +0.30% | +0.96% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.70% | -0.13% | +2.56% | |
| 11 | GEV | GE Vernova Inc | 股票-工业 | 2.48% | +0.62% | +35.37% | |
| 12 | WM | Waste Management Inc | 股票-工业 | 2.43% | -0.32% | +1.08% | |
| 13 | MS | Morgan Stanley | 股票-金融 | 2.30% | +0.53% | -4.93% | |
| 14 | MA | Mastercard Inc - A | 股票-金融 | 2.24% | -0.20% | +0.19% | |
| 15 | ABBV | Abbvie Inc | 股票-医疗保健 | 2.15% | +0.09% | -8.40% | |
| 16 | LIN | Linde plc | 股票-原材料 | 1.99% | -0.07% | +8.07% | |
| 17 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.74% | +0.06% | +3.45% | |
| 18 | NFLX | Netflix Inc | 股票-通信服务 | 1.61% | -0.59% | -13.69% | |
| 19 | SYK | Stryker CORP | 股票-医疗保健 | 1.58% | -0.29% | +2.12% | |
| 20 | BX | Blackstone Inc | 股票-金融 | 1.47% | -0.03% | -18.40% | |
| 21 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 1.44% | +0.04% | +4.82% | |
| 22 | CVX | Chevron CORP | 股票-能源 | 1.41% | -0.36% | +33.09% | |
| 23 | ETN | Eaton Corporation plc | 股票-工业 | 1.30% | +0.11% | -20.11% | |
| 24 | HD | Home Depot Inc | 股票-周期性消费 | 1.25% | -0.07% | -1.03% | |
| 25 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.19% | — | -23.41% | |
| 26 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.17% | -0.09% | +3.77% | |
| 27 | NOC | Northrop Grumman CORP | 股票-工业 | 1.11% | -0.66% | +17.30% | |
| 28 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.10% | -0.06% | +9.65% | |
| 29 | XOM | Exxon Mobil CORP | 股票-能源 | 0.97% | -0.23% | +20.15% | |
| 30 | SO | Southern Co/the | 股票-公用事业 | 0.97% | -0.16% | +4.61% | |
| 31 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.93% | -0.23% | +22.57% | |
| 32 | HTHIY | Hitachi LTD -adr | 股票-其他 | 0.93% | -0.01% | +5.96% | |
| 33 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.91% | -0.55% | +27.04% | |
| 34 | WFC | Wells Fargo & Co | 股票-金融 | 0.88% | -0.64% | +4.82% | |
| 35 | FERG | Ferguson Enterprises Inc | 股票-工业 | 0.87% | +0.02% | -10.94% | |
| 36 | UNP | Union Pacific CORP | 股票-工业 | 0.83% | +0.03% | +27.44% | |
| 37 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.78% | +0.14% | -6.24% | |
| 38 | V | Visa Inc-class A Shares | 股票-金融 | 0.64% | +0.04% | -1.65% | |
| 39 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.64% | -0.10% | +0.08% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.64% | +0.16% | -13.83% | |
| 41 | GE | General Electric | 股票-工业 | 0.54% | +0.13% | -0.84% | |
| 42 | NOW | Servicenow Inc | 股票-科技 | 0.52% | -0.52% | EXIT | |
| 43 | RTX | Rtx CORP | 股票-工业 | 0.50% | -0.15% | -1.95% | |
| 44 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.45% | -0.03% | +60.75% | |
| 45 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.38% | -0.05% | -0.82% | |
| 46 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.36% | +0.06% | -3.99% | |
| 47 | TXN | Texas Instruments Inc | 股票-科技 | 0.34% | +0.17% | +4.05% | |
| 48 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.34% | +0.41% | +10.49% | |
| 49 | BLDR | Builders Firstsource Inc | 股票-工业 | 0.33% | -0.33% | EXIT | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.32% | +0.03% | +1.00% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GEV | GE Vernova Inc | +1.2% | +35.37% | 加仓 |
| 2 | CVX | Chevron CORP | +0.7% | +33.09% | 加仓 |
| 3 | LIN | Linde plc | +0.5% | +8.07% | 加仓 |
| 4 | XOM | Exxon Mobil CORP | +0.4% | +20.15% | 加仓 |
| 5 | JNJ | Johnson & Johnson | +0.4% | +3.45% | 加仓 |
| 6 | NOC | Northrop Grumman CORP | +0.4% | +17.30% | 加仓 |
| 7 | GILD | Gilead Sciences Inc | +0.3% | +22.57% | 加仓 |
| 8 | PEP | Pepsico Inc | +0.3% | +27.04% | 加仓 |
| 9 | GLD | Spdr Gold Shares | +0.3% | -6.88% | 减仓 |
| 10 | WM | Waste Management Inc | +0.3% | +1.08% | 加仓 |
| 11 | UNP | Union Pacific CORP | +0.2% | +27.44% | 加仓 |
| 12 | AEP | American Electric Power | +0.2% | +1368.79% | 加仓 |
| 13 | KO | Coca-cola Co/the | +0.2% | +9.65% | 加仓 |
| 14 | MDLZ | Mondelez International Inc-a | +0.2% | +60.75% | 加仓 |
| 15 | SO | Southern Co/the | +0.2% | +4.61% | 加仓 |
| 16 | DE | Deere & Co | +0.1% | +612.71% | 加仓 |
| 17 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | +4.82% | 加仓 |
| 18 | BLDR | Builders Firstsource Inc | +0.1% | +73.89% | 加仓 |
| 19 | MRK | Merck & Co. Inc. | +0.1% | +10.49% | 加仓 |
| 20 | PANW | Palo Alto Networks Inc | +0.1% | +47.15% | 加仓 |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +2.56% | 加仓 |
| 22 | HWM | Howmet Aerospace Inc | +0.1% | +36.36% | 加仓 |
| 23 | CTRA | Coterra Energy Inc | +0.1% | — | 不变 |
| 24 | TXN | Texas Instruments Inc | +0.1% | +4.05% | 加仓 |
| 25 | RTX | Rtx CORP | +0.1% | -1.95% | 减仓 |
| 26 | PWR | Quanta Services Inc | 0% | -5.93% | 减仓 |
| 27 | LHX | L3harris Technologies Inc | 0% | -5.16% | 减仓 |
| 28 | CHD | Church & Dwight Co Inc | 0% | +9.71% | 加仓 |
| 29 | MCD | Mcdonald's CORP | 0% | +0.08% | 加仓 |
| 30 | HTHIY | Hitachi LTD -adr | 0% | +5.96% | 加仓 |
| 31 | TJX | Tjx Companies Inc | 0% | +33.00% | 加仓 |
| 32 | MAR | Marriott International -cl A | 0% | +21.70% | 加仓 |
| 33 | NVS | Novartis Ag-sponsored Adr | 0% | -3.54% | 减仓 |
| 34 | SYK | Stryker CORP | 0% | +2.12% | 加仓 |
| 35 | VLO | Valero Energy CORP | 0% | — | 不变 |
| 36 | COP | Conocophillips | 0% | +18.61% | 加仓 |
| 37 | IRM | Iron Mountain Inc | 0% | +0.15% | 加仓 |
| 38 | GLW | Corning Inc | 0% | +0.70% | 加仓 |
| 39 | LMT | Lockheed Martin CORP | 0% | +18.40% | 加仓 |
| 40 | LNG | Cheniere Energy Inc | 0% | -1.03% | 减仓 |
| 41 | COST | Costco Wholesale CORP | 0% | +1.26% | 加仓 |
| 42 | WMT | Walmart Inc | 0% | +0.15% | 加仓 |
| 43 | GWW | Ww Grainger Inc | 0% | — | 不变 |
| 44 | PFE | Pfizer Inc | 0% | +24.58% | 加仓 |
| 45 | VRT | Vertiv Holdings Co-a | 0% | — | 不变 |
| 46 | FCNTX | Fidelity Contrafund | 0% | +75.04% | 加仓 |
| 47 | CW | Curtiss-wright CORP | 0% | -2.69% | 减仓 |
| 48 | VTIAX | Vanguard Ttl Int St Idx-adm | 0% | +47.85% | 加仓 |
| 49 | WPM | Wheaton Precious Metals CORP | 0% | -3.34% | 减仓 |
| 50 | AEM | Agnico Eagle Mines LTD | 0% | -3.26% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Moody Lynn Lieberson & Walker, LLC 在 Q1 2026 季度的美股持仓总市值约为 US$19.0亿，共申报了 251 个公开持股仓位。
在 Q1 2026 季度，Moody Lynn Lieberson & Walker, LLC 按市值排列的前三大核心持股分别为：GOOGL (6.5%)、NVDA (6.3%)、AVGO (5.6%)。其中最大持股仓位 GOOGL 占据整体投资组合约 6.5% 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
AZN
市值: US$448.3万
本季最大获利了结 / 清仓标的
AZNN
前期市值: US$440.1万
在 Q1 2026 季度中，Moody Lynn Lieberson & Walker, LLC 共进行了 176 项持仓异动，包含新建仓 10 个仓位、加仓 60 个仓位、减仓 81 个仓位以及清仓 25 个仓位。 其中最大新建仓标的为 AZN。 本季清仓仓位包含 AZNN。
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。