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: 0000938592
申报总市值
US$19.3亿
US$19.3亿
264 檔
29.1%
在 Q2 2026 的 13F 官方备案中，Moody Lynn Lieberson & Walker, LLC 管理的美股投资组合规模来到 US$19.3亿，整体持股档数为 264 档。
Moody Lynn Lieberson & Walker, LLC 在 Q2 2026 进行了结构性的板块轮动与仓位换股。在开立 34 个全新仓位及加仓 59 档持股的同时，亦同步清仓 20 档并减仓 70 档标的。
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 29.1%，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 264 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 | 7.26% | -0.38% | -3.90% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 6.69% | +0.92% | -1.34% | |
| 3 | AVGO | Broadcom Inc | 股票-科技 | 6.14% | -0.62% | -4.66% | |
| 4 | LLY | Eli Lilly & Co | 股票-医疗保健 | 5.14% | -0.24% | -2.70% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 4.31% | +0.59% | +1.30% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.67% | +1.42% | -4.64% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.38% | +0.13% | -2.75% | |
| 8 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.16% | +0.26% | +2.60% | |
| 9 | GEV | GE Vernova Inc | 股票-工业 | 3.10% | -0.89% | -1.19% | |
| 10 | GLD | Spdr Gold Shares | ETF-避险与商品 | 2.91% | +0.11% | -13.49% | |
| 11 | MS | Morgan Stanley | 股票-金融 | 2.83% | -0.34% | +2.82% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.57% | -0.08% | -2.81% | |
| 13 | ABBV | Abbvie Inc | 股票-医疗保健 | 2.24% | +0.12% | -4.16% | |
| 14 | WM | Waste Management Inc | 股票-工业 | 2.11% | -0.21% | -4.57% | |
| 15 | MA | Mastercard Inc - A | 股票-金融 | 2.04% | +0.11% | -5.82% | |
| 16 | LIN | Linde plc | 股票-原材料 | 1.92% | -0.21% | -2.15% | |
| 17 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.80% | +0.10% | +6.40% | |
| 18 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 1.48% | +0.06% | -1.76% | |
| 19 | BX | Blackstone Inc | 股票-金融 | 1.44% | -0.08% | +2.19% | |
| 20 | ETN | Eaton Corporation plc | 股票-工业 | 1.41% | — | -2.98% | |
| 21 | SYK | Stryker CORP | 股票-医疗保健 | 1.29% | -0.33% | -9.28% | |
| 22 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.19% | +0.25% | +20.13% | |
| 23 | HD | Home Depot Inc | 股票-周期性消费 | 1.18% | -0.42% | -6.51% | |
| 24 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.08% | +0.39% | -3.66% | |
| 25 | CVX | Chevron CORP | 股票-能源 | 1.05% | +0.24% | -1.27% | |
| 26 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.04% | +0.05% | -5.81% | |
| 27 | NFLX | Netflix Inc | 股票-通信服务 | 1.02% | -0.23% | -9.87% | |
| 28 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.92% | -0.05% | +1.77% | |
| 29 | HTHIY | Hitachi LTD -adr | 股票-其他 | 0.92% | +0.23% | +10.34% | |
| 30 | FERG | Ferguson Enterprises Inc | 股票-工业 | 0.89% | -0.14% | +6.58% | |
| 31 | UNP | Union Pacific CORP | 股票-工业 | 0.86% | +0.03% | -1.70% | |
| 32 | SO | Southern Co/the | 股票-公用事业 | 0.81% | -0.50% | -10.35% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.80% | +0.20% | +16.41% | |
| 34 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.75% | +0.22% | +121.82% | |
| 35 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.74% | +0.09% | +17.22% | |
| 36 | XOM | Exxon Mobil CORP | 股票-能源 | 0.74% | -0.74% | EXIT | |
| 37 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.70% | +0.26% | -11.51% | |
| 38 | V | Visa Inc-class A Shares | 股票-金融 | 0.68% | +0.02% | -0.35% | |
| 39 | GE | General Electric | 股票-工业 | 0.67% | -0.25% | +0.61% | |
| 40 | AEP | American Electric Power | 股票-公用事业 | 0.62% | -0.60% | +164.95% | |
| 41 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.54% | -0.08% | +2.81% | |
| 42 | TXN | Texas Instruments Inc | 股票-科技 | 0.51% | +0.01% | +3.91% | |
| 43 | NOC | Northrop Grumman CORP | 股票-工业 | 0.45% | -0.10% | -42.78% | |
| 44 | CSCO | Cisco Systems Inc | 股票-科技 | 0.43% | -0.05% | +86.80% | |
| 45 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.42% | — | -0.38% | |
| 46 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.42% | -0.05% | +3.75% | |
| 47 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.36% | -0.05% | -51.99% | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.35% | -0.03% | +0.12% | |
| 49 | RTX | Rtx CORP | 股票-工业 | 0.35% | +0.01% | -24.29% | |
| 50 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.33% | -0.02% | -8.10% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | +0.8% | -2.70% | 减仓 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.8% | -3.90% | 减仓 |
| 3 | GEV | GE Vernova Inc | +0.6% | -1.19% | 减仓 |
| 4 | MS | Morgan Stanley | +0.5% | +2.82% | 加仓 |
| 5 | AVGO | Broadcom Inc | +0.5% | -4.66% | 减仓 |
| 6 | PANW | Palo Alto Networks Inc | +0.4% | +17.22% | 加仓 |
| 7 | MRK | Merck & Co. Inc. | +0.4% | +121.82% | 加仓 |
| 8 | NVDA | Nvidia CORP | +0.4% | -1.34% | 减仓 |
| 9 | AEP | American Electric Power | +0.4% | +164.95% | 加仓 |
| 10 | AAPL | Apple Inc | +0.3% | +1.30% | 加仓 |
| 11 | AMZN | Amazon.com Inc | +0.3% | +2.60% | 加仓 |
| 12 | CSCO | Cisco Systems Inc | +0.3% | +86.80% | 加仓 |
| 13 | NSRGY | Nestle Sa-spons Adr | +0.3% | +862.92% | 加仓 |
| 14 | VWO | Vanguard Ftse Emerging Marke | +0.2% | +915.26% | 加仓 |
| 15 | ADI | Analog Devices Inc | +0.2% | +406.39% | 加仓 |
| 16 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | NEW | 新建仓 |
| 17 | TXN | Texas Instruments Inc | +0.2% | +3.91% | 加仓 |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +16.41% | 加仓 |
| 19 | CMI | Cummins Inc | +0.2% | +865.34% | 加仓 |
| 20 | DVN | Devon Energy CORP | +0.2% | NEW | 新建仓 |
| 21 | GOOG | Alphabet Inc-cl C | +0.1% | +1.77% | 加仓 |
| 22 | GE | General Electric | +0.1% | +0.61% | 加仓 |
| 23 | CRH | CRH plc | +0.1% | +160.86% | 加仓 |
| 24 | XLK | Ss Technology Select Sector | +0.1% | NEW | 新建仓 |
| 25 | HEI-A | Heico Corp-class A | +0.1% | NEW | 新建仓 |
| 26 | ETN | Eaton Corporation plc | +0.1% | -2.98% | 减仓 |
| 27 | NBIX | Neurocrine Biosciences Inc | +0.1% | NEW | 新建仓 |
| 28 | ABBV | Abbvie Inc | +0.1% | -4.16% | 减仓 |
| 29 | APH | Amphenol Corp-cl A | +0.1% | -0.19% | 减仓 |
| 30 | KRE | Ss Spdr S&p Regional Bank | +0.1% | NEW | 新建仓 |
| 31 | JNJ | Johnson & Johnson | +0.1% | +6.40% | 加仓 |
| 32 | GS | Goldman Sachs Group Inc | +0.1% | +3.75% | 加仓 |
| 33 | ANET | Arista Networks Inc | +0.1% | +0.03% | 加仓 |
| 34 | JPM | Jpmorgan Chase & Co | +0.1% | -2.75% | 减仓 |
| 35 | OWLSX | Old Westbury Lrg Cap Str | +0.1% | +69.68% | 加仓 |
| 36 | LRCX | Lam Research CORP | +0.1% | — | 不变 |
| 37 | INTC | Intel CORP | +0.1% | +3.22% | 加仓 |
| 38 | MU | Micron Technology Inc | +0.1% | +34.20% | 加仓 |
| 39 | VRTX | Vertex Pharmaceuticals Inc | 0% | -1.76% | 减仓 |
| 40 | V | Visa Inc-class A Shares | 0% | -0.35% | 减仓 |
| 41 | PWR | Quanta Services Inc | 0% | +1.60% | 加仓 |
| 42 | UNP | Union Pacific CORP | 0% | -1.70% | 减仓 |
| 43 | VTI | Vanguard Total Stock Mkt ETF | 0% | +0.12% | 加仓 |
| 44 | IWO | Ishares Russell 2000 Growth | 0% | — | 不变 |
| 45 | HWM | Howmet Aerospace Inc | 0% | +5.32% | 加仓 |
| 46 | ASML | ASML Holding N.V. | 0% | +6.84% | 加仓 |
| 47 | GLW | Corning Inc | 0% | -0.42% | 减仓 |
| 48 | OWACX | Old Westbury All Cap Core | 0% | +69.05% | 加仓 |
| 49 | MDB | Mongodb Inc | 0% | NEW | 新建仓 |
| 50 | IWM | Ishares Russell 2000 ETF | 0% | +17.41% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Moody Lynn Lieberson & Walker, LLC 在 Q2 2026 季度的美股持仓总市值约为 US$19.3亿，共申报了 264 个公开持股仓位。
在 Q2 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 (7.3%)、NVDA (6.7%)、AVGO (6.1%)。其中最大持股仓位 GOOGL 占据整体投资组合约 7.3% 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
TSM
市值: US$375.8万
本季最大获利了结 / 清仓标的
NOW
前期市值: US$924.0万
在 Q2 2026 季度中，Moody Lynn Lieberson & Walker, LLC 共进行了 183 项持仓异动，包含新建仓 34 个仓位、加仓 59 个仓位、减仓 70 个仓位以及清仓 20 个仓位。 其中最大新建仓标的为 TSM。 本季清仓仓位包含 NOW。
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。