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: 0001673385
申报总市值
US$16.2亿
US$16.2亿
315 檔
27.2%
Q1 2026 季度申报显示，Morningstar Investment Management LLC 披露的美股组合总市值为 US$16.2亿，涵盖 315 个不同之权益投资仓位。
Morningstar Investment Management LLC 在 Q1 2026 进行了结构性的板块轮动与仓位换股。在开立 29 个全新仓位及加仓 69 档持股的同时，亦同步清仓 45 档并减仓 57 档标的。
在资产配置集中度方面，Morningstar Investment Management LLC 的前 5 大核心持股（包含 GOVT, MSFT, VTI 等）合计占整体申报市值的 27.2%，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 315 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 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 14.87% | -0.06% | -2.03% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.31% | -0.02% | +28.06% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.28% | -0.01% | -22.56% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 3.19% | -0.01% | -2.08% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.64% | -0.01% | -2.65% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 2.46% | -0.01% | +3.18% | |
| 7 | SCHO | Schwab Short-term US Treas | ETF-其他 | 2.42% | -0.01% | -6.55% | |
| 8 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 2.36% | -0.01% | +38.56% | |
| 9 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 2.32% | -0.01% | -23.49% | |
| 10 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-其他 | 1.71% | — | +3.27% | |
| 11 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 1.52% | -0.01% | +23.97% | |
| 12 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 1.50% | -0.01% | -33.80% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.34% | -0.01% | +5.32% | |
| 14 | KXI | Ishares Global Consumer Stap | ETF-其他 | 1.08% | — | -11.35% | |
| 15 | VOX | Vanguard Communication Servi | ETF-其他 | 1.05% | — | — | |
| 16 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.95% | — | +22.47% | |
| 17 | SCHH | Schwab US Reit ETF | ETF-其他 | 0.94% | -0.01% | +24.70% | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 0.82% | -0.01% | -18.04% | |
| 19 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 0.81% | — | -8.46% | |
| 20 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.79% | — | +17.52% | |
| 21 | AVGO | Broadcom Inc | 股票-科技 | 0.77% | -0.01% | +74.41% | |
| 22 | FLJP | Franklin Ftse Japan ETF | ETF-其他 | 0.74% | -0.01% | — | |
| 23 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.69% | -0.01% | -16.54% | |
| 24 | BLK | Blackrock Inc | 股票-金融 | 0.66% | — | -13.14% | |
| 25 | XOM | Exxon Mobil CORP | 股票-能源 | 0.66% | — | -21.88% | |
| 26 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.66% | — | +9.61% | |
| 27 | VGLT | Vanguard Long-term Treasury | ETF-政府公债 | 0.66% | -0.01% | +5.55% | |
| 28 | MA | Mastercard Inc - A | 股票-金融 | 0.61% | — | -16.60% | |
| 29 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.60% | -0.01% | +4.22% | |
| 30 | CSCO | Cisco Systems Inc | 股票-科技 | 0.58% | — | +4270.40% | |
| 31 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.57% | -0.01% | -7.04% | |
| 32 | HON | Honeywell International Inc | 股票-工业 | 0.56% | — | -16.58% | |
| 33 | KWEB | Kranesh Csi China Internet | ETF-新兴市场 | 0.55% | — | — | |
| 34 | IXC | Ishares Global Energy ETF | ETF-其他 | 0.55% | — | — | |
| 35 | LMT | Lockheed Martin CORP | 股票-工业 | 0.51% | — | +13.39% | |
| 36 | STZ | Constellation Brands Inc-a | 股票-非周期性消费 | 0.51% | -0.01% | -4.65% | |
| 37 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.51% | -0.01% | +13.67% | |
| 38 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 0.50% | — | +152.12% | |
| 39 | FLBR | Franklin Ftse Brazil ETF | ETF-其他 | 0.50% | — | +42.52% | |
| 40 | PFE | Pfizer Inc | 股票-医疗保健 | 0.48% | — | +6.61% | |
| 41 | FLGB | Franklin Ftse United Kingdom | ETF-其他 | 0.46% | — | — | |
| 42 | WMT | Walmart Inc | 股票-非周期性消费 | 0.46% | — | +8.98% | |
| 43 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.45% | — | +8.88% | |
| 44 | RJF | Raymond James Financial Inc | 股票-金融 | 0.45% | — | +92.66% | |
| 45 | EMR | Emerson Electric Co | 股票-工业 | 0.44% | — | -36.62% | |
| 46 | BF-B | Brown-forman Corp-class B | 股票-其他 | 0.44% | -0.01% | -8.47% | |
| 47 | TTE | TotalEnergies SE | 股票-其他 | 0.41% | — | -31.34% | |
| 48 | LRCX | Lam Research CORP | 股票-科技 | 0.40% | — | -14.56% | |
| 49 | ADBE | Adobe Inc | 股票-科技 | 0.39% | — | +25.11% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.39% | — | +5.60% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | BNDX | Vanguard Total Intl Bond ETF | +0.7% | +38.56% | 加仓 |
| 2 | CSCO | Cisco Systems Inc | +0.6% | +4270.40% | 加仓 |
| 3 | GOVT | Ishares US Treasury Bond ETF | +0.3% | -2.03% | 减仓 |
| 4 | AVGO | Broadcom Inc | +0.3% | +74.41% | 加仓 |
| 5 | FTEC | Fidelity Msci Info Tech Indx | +0.3% | +23.97% | 加仓 |
| 6 | EBAY | Ebay Inc | +0.3% | +299.47% | 加仓 |
| 7 | CTSH | Cognizant Tech Solutions-a | +0.2% | +152.12% | 加仓 |
| 8 | SCHH | Schwab US Reit ETF | +0.2% | +24.70% | 加仓 |
| 9 | FLBR | Franklin Ftse Brazil ETF | +0.2% | +42.52% | 加仓 |
| 10 | OTIS | Otis Worldwide CORP | +0.2% | +240.53% | 加仓 |
| 11 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | +0.2% | +3.27% | 加仓 |
| 12 | RJF | Raymond James Financial Inc | +0.2% | +92.66% | 加仓 |
| 13 | HPQ | Hp Inc | +0.2% | +220.29% | 加仓 |
| 14 | JNJ | Johnson & Johnson | +0.2% | +9.61% | 加仓 |
| 15 | LMT | Lockheed Martin CORP | +0.2% | +13.39% | 加仓 |
| 16 | VHT | Vanguard Health Care ETF | +0.2% | +22.47% | 加仓 |
| 17 | MAS | Masco CORP | +0.2% | +93.67% | 加仓 |
| 18 | NOW | Servicenow Inc | +0.2% | +182.44% | 加仓 |
| 19 | DVN | Devon Energy CORP | +0.2% | +51.07% | 加仓 |
| 20 | MPWR | Monolithic Power Systems Inc | +0.1% | +343.31% | 加仓 |
| 21 | DOW | Dow Inc | +0.1% | +5.99% | 加仓 |
| 22 | APAM | Artisan Partners Asset Ma -a | +0.1% | +152.17% | 加仓 |
| 23 | TER | Teradyne Inc | +0.1% | +38.30% | 加仓 |
| 24 | ABBV | Abbvie Inc | +0.1% | +129.76% | 加仓 |
| 25 | MRNA | Moderna Inc | +0.1% | +4.41% | 加仓 |
| 26 | CL | Colgate-palmolive Co | +0.1% | +28.97% | 加仓 |
| 27 | JKHY | Jack Henry & Associates Inc | +0.1% | +115.54% | 加仓 |
| 28 | WMT | Walmart Inc | +0.1% | +8.98% | 加仓 |
| 29 | PFE | Pfizer Inc | +0.1% | +6.61% | 加仓 |
| 30 | PANW | Palo Alto Networks Inc | +0.1% | +111.98% | 加仓 |
| 31 | WAT | Waters CORP | +0.1% | +58.40% | 加仓 |
| 32 | EIX | Edison International | +0.1% | +7.40% | 加仓 |
| 33 | MSFT | Microsoft CORP | +0.1% | +28.06% | 加仓 |
| 34 | PG | Procter & Gamble Co/the | +0.1% | +13.67% | 加仓 |
| 35 | XOM | Exxon Mobil CORP | +0.1% | -21.88% | 减仓 |
| 36 | OXY | Occidental Petroleum CORP | +0.1% | +6.26% | 加仓 |
| 37 | ROK | Rockwell Automation Inc | +0.1% | +34.70% | 加仓 |
| 38 | COP | Conocophillips | +0.1% | +8.92% | 加仓 |
| 39 | MDLZ | Mondelez International Inc-a | +0.1% | +8.88% | 加仓 |
| 40 | AMZN | Amazon.com Inc | +0.1% | +17.52% | 加仓 |
| 41 | TME | Tencent Music Entertainm-adr | +0.1% | +825.14% | 加仓 |
| 42 | FHI | Federated Hermes Inc | +0.1% | +82.60% | 加仓 |
| 43 | DUK | Duke Energy CORP | +0.1% | +21.15% | 加仓 |
| 44 | PBH | Prestige Consumer Healthcare | +0.1% | +117.97% | 加仓 |
| 45 | PYPL | Paypal Holdings Inc | +0.1% | +79.51% | 加仓 |
| 46 | OKE | Oneok Inc | +0.1% | +6.22% | 加仓 |
| 47 | SLB | Slb LTD | +0.1% | +7.23% | 加仓 |
| 48 | AMGN | Amgen Inc | +0.1% | +8.04% | 加仓 |
| 49 | ROP | Roper Technologies Inc | +0.1% | +49.18% | 加仓 |
| 50 | SPGI | S&p Global Inc | +0.1% | +41.47% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Morningstar Investment Management LLC 在 Q1 2026 季度的美股持仓总市值约为 US$16.2亿，共申报了 315 个公开持股仓位。
在 Q1 2026 季度，Morningstar Investment Management LLC 按市值排列的前三大核心持股分别为：GOVT (14.9%)、MSFT (3.3%)、VTI (3.3%)。其中最大持股仓位 GOVT 占据整体投资组合约 14.9% 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
VOX
市值: US$1697.5万
本季最大获利了结 / 清仓标的
ORCL
前期市值: US$1184.7万
在 Q1 2026 季度中，Morningstar Investment Management LLC 共进行了 200 项持仓异动，包含新建仓 29 个仓位、加仓 69 个仓位、减仓 57 个仓位以及清仓 45 个仓位。 其中最大新建仓标的为 VOX。 本季清仓仓位包含 ORCL。
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。