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: 0001727783
申报总市值
US$4.3亿
US$4.3亿
315 檔
5.0%
截至 Q1 2026 季度末，Neo Ivy Capital Management 的美股持仓估值约为 US$4.3亿，全数申报仓位共有 315 档。
在 Q1 2026，Neo Ivy Capital Management 展现出较为审慎的避险与获利了结姿态。本季共减仓 55 个仓位并完全清仓 78 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，Neo Ivy Capital Management 的前 5 大核心持股（包含 QXO, NVDA, BRKR 等）合计占整体申报市值的 5.0%，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 | QXO | Qxo Inc | 股票-工业 | 1.23% | -1.02% | +5.69% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 1.20% | +0.05% | -33.65% | |
| 3 | BRKR | Bruker CORP | 股票-医疗保健 | 1.10% | -1.10% | EXIT | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.10% | -1.10% | EXIT | |
| 5 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 1.07% | -1.08% | EXIT | |
| 6 | TNL | Travel + Leisure Co | 股票-周期性消费 | 1.03% | -1.03% | EXIT | |
| 7 | IMAX | Imax CORP | 股票-其他 | 1.03% | -1.03% | EXIT | |
| 8 | CRDO | Credo Technology Group Holding Ltd | 股票-科技 | 1.00% | -0.68% | — | |
| 9 | ALB | Albemarle CORP | 股票-原材料 | 0.99% | -0.99% | EXIT | |
| 10 | L | Loews CORP | 股票-金融 | 0.99% | -0.99% | EXIT | |
| 11 | AAPL | Apple Inc | 股票-科技 | 0.97% | +0.03% | -35.58% | |
| 12 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.96% | -0.96% | EXIT | |
| 13 | F | Ford Motor Co | 股票-周期性消费 | 0.95% | -0.95% | EXIT | |
| 14 | KLAC | Kla CORP | 股票-科技 | 0.94% | -0.64% | — | |
| 15 | CI | THE Cigna Group | 股票-医疗保健 | 0.94% | -0.94% | EXIT | |
| 16 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.90% | +0.24% | -42.05% | |
| 17 | CMC | Commercial Metals Co | 股票-工业 | 0.89% | -0.58% | — | |
| 18 | FSLY | Fastly Inc - Class A | 股票-科技 | 0.87% | -0.83% | — | |
| 19 | MSFT | Microsoft CORP | 股票-科技 | 0.85% | -0.85% | EXIT | |
| 20 | PATH | Uipath Inc - Class A | 股票-科技 | 0.85% | -0.38% | +26.59% | |
| 21 | MU | Micron Technology Inc | 股票-科技 | 0.85% | +0.20% | — | |
| 22 | INTC | Intel CORP | 股票-科技 | 0.85% | -0.20% | -50.38% | |
| 23 | OSCR | Oscar Health Inc - Class A | 股票-医疗保健 | 0.82% | -0.82% | EXIT | |
| 24 | FLG | Flagstar Bank NA | 股票-金融 | 0.81% | -0.81% | EXIT | |
| 25 | DYN | Dyne Therapeutics Inc | 股票-其他 | 0.81% | -0.65% | -28.94% | |
| 26 | FCX | Freeport-mcmoran Inc | 股票-原材料 | 0.81% | -0.05% | +7.64% | |
| 27 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.80% | -0.80% | EXIT | |
| 28 | PTEN | Patterson-uti Energy Inc | 股票-能源 | 0.80% | +0.20% | +174.22% | |
| 29 | CE | Celanese CORP | 股票-原材料 | 0.79% | +0.05% | — | |
| 30 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.78% | -0.07% | +80.17% | |
| 31 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.77% | -0.35% | +31.80% | |
| 32 | BA | Boeing Co/the | 股票-工业 | 0.75% | -0.06% | — | |
| 33 | AMD | Advanced Micro Devices | 股票-科技 | 0.75% | -0.18% | -51.32% | |
| 34 | KDP | Keurig Dr Pepper Inc | 股票-非周期性消费 | 0.74% | -0.65% | — | |
| 35 | PRM | Perimeter Solutions Inc | 股票-其他 | 0.73% | -0.02% | — | |
| 36 | GCMG | Gcm Grosvenor Inc - Class A | 股票-其他 | 0.73% | -0.66% | -0.15% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.71% | -0.54% | +81.16% | |
| 38 | NFLX | Netflix Inc | 股票-通信服务 | 0.71% | -0.11% | -62.06% | |
| 39 | AM6 | Amicus Therapeutics Inc | 股票-其他 | 0.71% | -0.71% | EXIT | |
| 40 | MTN | Vail Resorts Inc | 股票-周期性消费 | 0.71% | +0.01% | — | |
| 41 | CRGY | Crescent Energy Inc-a | 股票-能源 | 0.70% | -0.70% | EXIT | |
| 42 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.70% | -0.70% | EXIT | |
| 43 | UPST | Upstart Holdings Inc | 股票-金融 | 0.70% | -0.70% | EXIT | |
| 44 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非周期性消费 | 0.68% | -0.68% | EXIT | |
| 45 | WMT | Walmart Inc | 股票-非周期性消费 | 0.66% | -0.41% | +48.58% | |
| 46 | ROK | Rockwell Automation Inc | 股票-工业 | 0.66% | -0.66% | EXIT | |
| 47 | PL | Planet Labs Pbc | 股票-工业 | 0.66% | -0.66% | EXIT | |
| 48 | SNX | TD Synnex CORP | 股票-科技 | 0.66% | -0.49% | — | |
| 49 | HRB | H&r Block Inc | 股票-周期性消费 | 0.66% | -0.66% | EXIT | |
| 50 | IT | Gartner Inc | 股票-科技 | 0.66% | -0.20% | +1487.56% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | PTEN | Patterson-uti Energy Inc | +0.7% | +174.22% | 加仓 |
| 2 | EXE | Expand Energy CORP | +0.6% | +3256.67% | 加仓 |
| 3 | IT | Gartner Inc | +0.6% | +1487.56% | 加仓 |
| 4 | ZETA | Zeta Global Holdings Corp-a | +0.6% | +496.08% | 加仓 |
| 5 | KO | Coca-cola Co/the | +0.5% | +80.17% | 加仓 |
| 6 | SPOT | Spotify Technology S.A. | +0.5% | +779.85% | 加仓 |
| 7 | GAP | Gap Inc/the | +0.4% | +346.48% | 加仓 |
| 8 | BIPC | Brookfield Infrastructure-a | +0.4% | +1182.96% | 加仓 |
| 9 | DYN | Dyne Therapeutics Inc | +0.1% | -28.94% | 减仓 |
| 10 | NVDA | Nvidia CORP | 0% | -33.65% | 减仓 |
| 11 | IMAX | Imax CORP | 0% | -40.19% | 减仓 |
| 12 | AAPL | Apple Inc | 0% | -35.58% | 减仓 |
| 13 | INTC | Intel CORP | — | -50.38% | 减仓 |
| 14 | PL | Planet Labs Pbc | 0% | -58.17% | 减仓 |
| 15 | CVI | Cvr Energy Inc | 0% | -56.22% | 减仓 |
| 16 | OKLO | Oklo Inc | -0.1% | -26.00% | 减仓 |
| 17 | CMCSA | Comcast Corp-class A | -0.1% | -46.03% | 减仓 |
| 18 | ADP | Automatic Data Processing | -0.1% | -54.31% | 减仓 |
| 19 | WBD | Warner Bros Discovery Inc | -0.2% | -63.84% | 减仓 |
| 20 | OSCR | Oscar Health Inc - Class A | -0.2% | -37.35% | 减仓 |
| 21 | RBLX | Roblox CORP -class A | -0.2% | -46.95% | 减仓 |
| 22 | GRMN | Garmin Ltd. | -0.2% | -79.88% | 减仓 |
| 23 | MGM | Mgm Resorts International | -0.2% | -59.24% | 减仓 |
| 24 | M | Macy's, Inc. | -0.2% | -48.25% | 减仓 |
| 25 | CL | Colgate-palmolive Co | -0.2% | -78.68% | 减仓 |
| 26 | AEO | American Eagle Outfitters | -0.2% | -47.62% | 减仓 |
| 27 | FNF | Fidelity National Financial | -0.2% | -97.65% | 减仓 |
| 28 | MSI | Motorola Solutions Inc | -0.2% | -78.57% | 减仓 |
| 29 | AMD | Advanced Micro Devices | -0.2% | -51.32% | 减仓 |
| 30 | MSCI | Msci Inc | -0.2% | -68.55% | 减仓 |
| 31 | NCLH | Norwegian Cruise Line Holdings Ltd. | -0.2% | -76.81% | 减仓 |
| 32 | PLTR | Palantir Technologies Inc-a | -0.2% | -42.05% | 减仓 |
| 33 | AM6 | Amicus Therapeutics Inc | -0.2% | -55.70% | 减仓 |
| 34 | F | Ford Motor Co | -0.3% | -46.01% | 减仓 |
| 35 | ED | Consolidated Edison Inc | -0.3% | -99.46% | 减仓 |
| 36 | UPST | Upstart Holdings Inc | -0.3% | -26.61% | 减仓 |
| 37 | VFC | Vf CORP | -0.3% | -56.92% | 减仓 |
| 38 | CSCO | Cisco Systems Inc | -0.3% | -71.37% | 减仓 |
| 39 | T86 | Tri Pointe Homes Inc | -0.3% | -83.55% | 减仓 |
| 40 | CHWY | Chewy Inc - Class A | -0.3% | -80.53% | 减仓 |
| 41 | AVPT | Avepoint Inc | -0.3% | -64.21% | 减仓 |
| 42 | CALY | Callaway Golf Company | -0.3% | -79.00% | 减仓 |
| 43 | CHTR | Charter Communications Inc-a | -0.3% | -75.88% | 减仓 |
| 44 | AAL | American Airlines Group Inc | -0.4% | -52.17% | 减仓 |
| 45 | EIX | Edison International | -0.4% | -82.40% | 减仓 |
| 46 | USB | US Bancorp | -0.4% | -80.53% | 减仓 |
| 47 | NFLX | Netflix Inc | -0.4% | -62.06% | 减仓 |
| 48 | RIVN | Rivian Automotive Inc-a | -0.4% | -52.96% | 减仓 |
| 49 | AFRM | Affirm Holdings Inc | -0.4% | -72.78% | 减仓 |
| 50 | NRG | Nrg Energy Inc | -0.4% | -97.06% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Neo Ivy Capital Management 在 Q1 2026 季度的美股持仓总市值约为 US$4.3亿，共申报了 315 个公开持股仓位。
在 Q1 2026 季度，Neo Ivy Capital Management 按市值排列的前三大核心持股分别为：QXO (1.2%)、NVDA (1.2%)、BRKR (1.1%)。其中最大持股仓位 QXO 占据整体投资组合约 1.2% 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
BRKR
市值: US$416.9万
本季最大获利了结 / 清仓标的
DLB
前期市值: US$757.6万
在 Q1 2026 季度中，Neo Ivy Capital Management 共进行了 200 项持仓异动，包含新建仓 59 个仓位、加仓 8 个仓位、减仓 55 个仓位以及清仓 78 个仓位。 其中最大新建仓标的为 BRKR。 本季清仓仓位包含 DLB。
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。