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: 0001965334
申报总市值
US$36.7亿
US$36.7亿
474 檔
7.1%
Moran Wealth Management, LLC 在 Q1 2026 季度的美股仓位总计估值为 US$36.7亿，分散于 474 个持仓标的之中，反映其市场参与广度与投资规模。
Moran Wealth Management, LLC 在 Q1 2026 进行了结构性的板块轮动与仓位换股。在开立 23 个全新仓位及加仓 76 档持股的同时，亦同步清仓 27 档并减仓 74 档标的。
在资产配置集中度方面，Moran Wealth Management, LLC 的前 5 大核心持股（包含 AVGO, PH, NVDA 等）合计占整体申报市值的 7.1%，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 474 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 | AVGO | Broadcom Inc | 股票-科技 | 1.79% | +0.01% | -7.72% | |
| 2 | PH | Parker Hannifin CORP | 股票-工业 | 1.70% | -0.13% | -14.97% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 1.67% | +0.04% | -1.19% | |
| 4 | TT | Trane Technologies plc | 股票-工业 | 1.47% | — | -3.17% | |
| 5 | EOG | Eog Resources Inc | 股票-能源 | 1.34% | -0.37% | +4.09% | |
| 6 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 1.28% | -0.07% | +4499.34% | |
| 7 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.27% | +0.08% | -21.43% | |
| 8 | HWM | Howmet Aerospace Inc | 股票-工业 | 1.12% | -0.03% | -10.86% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.04% | -0.05% | -5.51% | |
| 10 | CAT | Caterpillar Inc | 股票-工业 | 1.03% | +0.11% | -14.93% | |
| 11 | WSM | Williams-sonoma Inc | 股票-周期性消费 | 0.96% | +0.07% | -12.83% | |
| 12 | AMP | Ameriprise Financial Inc | 股票-金融 | 0.96% | -0.11% | +4.82% | |
| 13 | T | At&t Inc | 股票-通信服务 | 0.90% | -0.44% | -1.74% | |
| 14 | ZTS | Zoetis Inc | 股票-医疗保健 | 0.90% | -0.10% | +21.98% | |
| 15 | CDNS | Cadence Design Sys Inc | 股票-科技 | 0.89% | +0.08% | -13.76% | |
| 16 | FDX | Fedex CORP | 股票-工业 | 0.82% | -0.15% | -14.84% | |
| 17 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.81% | -0.07% | -7.04% | |
| 18 | PCAR | Paccar Inc | 股票-工业 | 0.78% | -0.41% | -6.66% | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 0.78% | -0.03% | +34.45% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.78% | — | -2.71% | |
| 21 | LIN | Linde plc | 股票-原材料 | 0.78% | -0.09% | -13.94% | |
| 22 | LMT | Lockheed Martin CORP | 股票-工业 | 0.77% | -0.30% | -9.98% | |
| 23 | APH | Amphenol Corp-cl A | 股票-科技 | 0.76% | +0.14% | -4.33% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.73% | +0.09% | -8.85% | |
| 25 | NTAP | Netapp Inc | 股票-科技 | 0.71% | +0.17% | -7.36% | |
| 26 | CME | Cme Group Inc | 股票-金融 | 0.70% | -0.24% | +19.72% | |
| 27 | ANET | Arista Networks Inc | 股票-科技 | 0.69% | +0.11% | -2.38% | |
| 28 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.68% | -0.06% | +15.44% | |
| 29 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.68% | +0.03% | -10.87% | |
| 30 | TXN | Texas Instruments Inc | 股票-科技 | 0.67% | +0.15% | -6.88% | |
| 31 | RSG | Republic Services Inc | 股票-工业 | 0.66% | -0.11% | -5.95% | |
| 32 | PGR | Progressive CORP | 股票-金融 | 0.65% | -0.39% | -36.35% | |
| 33 | CSCO | Cisco Systems Inc | 股票-科技 | 0.65% | +0.09% | +0.16% | |
| 34 | DGX | Quest Diagnostics Inc | 股票-医疗保健 | 0.65% | -0.05% | +4.12% | |
| 35 | CASY | Casey's General Stores Inc | 股票-周期性消费 | 0.64% | -0.06% | +183.16% | |
| 36 | AFL | Aflac Inc | 股票-金融 | 0.63% | -0.62% | -5.02% | |
| 37 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.63% | -0.03% | +5.52% | |
| 38 | MCK | Mckesson CORP | 股票-医疗保健 | 0.62% | -0.15% | -0.73% | |
| 39 | MSI | Motorola Solutions Inc | 股票-科技 | 0.62% | -0.12% | +12.30% | |
| 40 | WMT | Walmart Inc | 股票-非周期性消费 | 0.61% | -0.03% | -1.28% | |
| 41 | ETN | Eaton Corporation plc | 股票-工业 | 0.60% | +0.01% | -11.33% | |
| 42 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.60% | -0.08% | +7.20% | |
| 43 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.59% | +0.05% | +10.93% | |
| 44 | LRCX | Lam Research CORP | 股票-科技 | 0.58% | +0.82% | -2.52% | |
| 45 | CVX | Chevron CORP | 股票-能源 | 0.57% | -0.17% | -4.01% | |
| 46 | KR | Kroger Co | 股票-非周期性消费 | 0.57% | -0.19% | -0.29% | |
| 47 | COR | Cencora Inc | 股票-医疗保健 | 0.57% | -0.13% | -9.86% | |
| 48 | PHM | Pultegroup Inc | 股票-周期性消费 | 0.57% | -0.01% | -8.05% | |
| 49 | PWR | Quanta Services Inc | 股票-工业 | 0.56% | +0.06% | -23.59% | |
| 50 | IRM | Iron Mountain Inc | 股票-房地产 | 0.54% | +0.02% | -11.16% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | RSP | Invesco S&p 500 Equal Weight | +1.3% | +4499.34% | 加仓 |
| 2 | CASY | Casey's General Stores Inc | +0.5% | +183.16% | 加仓 |
| 3 | EOG | Eog Resources Inc | +0.4% | +4.09% | 加仓 |
| 4 | PBR | Petroleo Brasileiro-spon Adr | +0.3% | +30.73% | 加仓 |
| 5 | JNJ | Johnson & Johnson | +0.2% | +15.44% | 加仓 |
| 6 | ZM | Zoom Communications Inc | +0.2% | +196.98% | 加仓 |
| 7 | CME | Cme Group Inc | +0.2% | +19.72% | 加仓 |
| 8 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | +320.52% | 加仓 |
| 9 | ROST | Ross Stores Inc | +0.2% | +48.34% | 加仓 |
| 10 | B | Barrick Mining CORP | +0.1% | +91.28% | 加仓 |
| 11 | IQV | Iqvia Holdings Inc | +0.1% | +100.00% | 加仓 |
| 12 | CPAY | Corpay Inc | +0.1% | +77.93% | 加仓 |
| 13 | IBKR | Interactive Brokers Gro-cl A | +0.1% | +62.74% | 加仓 |
| 14 | COST | Costco Wholesale CORP | +0.1% | +21.18% | 加仓 |
| 15 | CVX | Chevron CORP | +0.1% | -4.01% | 减仓 |
| 16 | MSI | Motorola Solutions Inc | +0.1% | +12.30% | 加仓 |
| 17 | ✓ | On Holding AG | +0.1% | +1785.67% | 加仓 |
| 18 | VYMI | Vanguard Int High Dvd Yld In | +0.1% | +42.79% | 加仓 |
| 19 | SLB | Slb LTD | +0.1% | +29.79% | 加仓 |
| 20 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +48.44% | 加仓 |
| 21 | T | At&t Inc | +0.1% | -1.74% | 减仓 |
| 22 | ZTS | Zoetis Inc | +0.1% | +21.98% | 加仓 |
| 23 | USLM | United States Lime & Mineral | +0.1% | +312.79% | 加仓 |
| 24 | MTZ | Mastec Inc | +0.1% | -15.18% | 减仓 |
| 25 | EWZ | Ishares Msci Brazil ETF | +0.1% | +12.25% | 加仓 |
| 26 | HWKN | Hawkins Inc | +0.1% | +479.19% | 加仓 |
| 27 | CPRX | Catalyst Pharmaceuticals Inc | +0.1% | +442.06% | 加仓 |
| 28 | V | Visa Inc-class A Shares | +0.1% | +34.45% | 加仓 |
| 29 | LRCX | Lam Research CORP | +0.1% | -2.52% | 减仓 |
| 30 | AIT | Applied Industrial Tech Inc | +0.1% | +86.47% | 加仓 |
| 31 | ✓ | +0.1% | +318.42% | 加仓 | |
| 32 | DGX | Quest Diagnostics Inc | +0.1% | +4.12% | 加仓 |
| 33 | RPRX | Royalty Pharma plc | +0.1% | +28.16% | 加仓 |
| 34 | ABEV | Ambev Sa-adr | +0.1% | +29.87% | 加仓 |
| 35 | XOM | Exxon Mobil CORP | +0.1% | -8.73% | 减仓 |
| 36 | MPWR | Monolithic Power Systems Inc | +0.1% | -0.87% | 减仓 |
| 37 | OSIS | Osi Systems Inc | +0.1% | +244.10% | 加仓 |
| 38 | IESC | Ies Holdings Inc | +0.1% | +151.41% | 加仓 |
| 39 | ODFL | Old Dominion Freight Line | +0.1% | +21.16% | 加仓 |
| 40 | LMT | Lockheed Martin CORP | +0.1% | -9.98% | 减仓 |
| 41 | FANG | Diamondback Energy Inc | +0.1% | +5.19% | 加仓 |
| 42 | XYZ | Block Inc | +0.1% | +86.64% | 加仓 |
| 43 | PEP | Pepsico Inc | +0.1% | +12.35% | 加仓 |
| 44 | BFH | Bread Financial Holdings Inc | +0.1% | +93.52% | 加仓 |
| 45 | CECO | Ceco Environmental CORP | +0.1% | +393.44% | 加仓 |
| 46 | BHP | Bhp Group Ltd-spon Adr | +0.1% | +9.75% | 加仓 |
| 47 | KR | Kroger Co | +0.1% | -0.29% | 减仓 |
| 48 | BF-B | Brown-forman Corp-class B | +0.1% | +51.80% | 加仓 |
| 49 | MUSA | Murphy USA Inc | +0.1% | +19.44% | 加仓 |
| 50 | FDS | Factset Research Systems Inc | +0.1% | +106.37% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Moran Wealth Management, LLC 在 Q1 2026 季度的美股持仓总市值约为 US$36.7亿，共申报了 474 个公开持股仓位。
在 Q1 2026 季度，Moran Wealth Management, LLC 按市值排列的前三大核心持股分别为：AVGO (1.8%)、PH (1.7%)、NVDA (1.7%)。其中最大持股仓位 AVGO 占据整体投资组合约 1.8% 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
FTI
市值: US$1455.2万
本季最大获利了结 / 清仓标的
CL
前期市值: US$1520.6万
在 Q1 2026 季度中，Moran Wealth Management, LLC 共进行了 200 项持仓异动，包含新建仓 23 个仓位、加仓 76 个仓位、减仓 74 个仓位以及清仓 27 个仓位。 其中最大新建仓标的为 FTI。 本季清仓仓位包含 CL。
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。