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: 0002001019
申报总市值
US$271.3亿
US$271.3亿
575 檔
18.8%
在 Q1 2026 申报期间，NEOS Investment Management LLC（CIK: 0002001019）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$271.3亿，共持有 575 个公开申报仓位。
在 Q1 2026，NEOS Investment Management LLC 操作展现出积极扩展与加仓意向。本季共新建仓 6 个新仓位，并对 139 个既有持股进行加仓（合计增持 145 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，NEOS Investment Management LLC 的前 5 大核心持股（包含 NVDA, AAPL, MSFT 等）合计占整体申报市值的 18.8%，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 575 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 | NVDA | Nvidia CORP | 股票-科技 | 7.38% | -0.59% | +18.72% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 6.55% | -0.65% | +19.13% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.79% | -0.91% | +19.58% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.74% | -0.29% | +19.35% | |
| 5 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型股 | 3.34% | +0.47% | +46.26% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.91% | +0.03% | +19.53% | |
| 7 | TSLA | Tesla Inc | 股票-周期性消费 | 2.63% | -0.22% | +31.88% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.60% | -0.52% | +22.40% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.54% | +0.02% | +19.09% | |
| 10 | AVGO | Broadcom Inc | 股票-科技 | 2.54% | -0.04% | +20.62% | |
| 11 | WMT | Walmart Inc | 股票-非周期性消费 | 2.08% | -0.59% | +455.04% | |
| 12 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.55% | -0.41% | +28.22% | |
| 13 | NFLX | Netflix Inc | 股票-通信服务 | 1.42% | -0.57% | +27.39% | |
| 14 | MU | Micron Technology Inc | 股票-科技 | 1.33% | +2.28% | +28.73% | |
| 15 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.17% | -0.42% | +24.81% | |
| 16 | AMD | Advanced Micro Devices | 股票-科技 | 1.16% | +1.49% | +28.27% | |
| 17 | CSCO | Cisco Systems Inc | 股票-科技 | 1.07% | +0.21% | +27.39% | |
| 18 | AMAT | Applied Materials Inc | 股票-科技 | 0.95% | +0.66% | +23.59% | |
| 19 | LRCX | Lam Research CORP | 股票-科技 | 0.93% | +0.59% | +23.29% | |
| 20 | LIN | Linde plc | 股票-原材料 | 0.81% | -0.14% | +19.26% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.75% | -0.10% | +225.03% | |
| 22 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.74% | -0.22% | +26.34% | |
| 23 | INTC | Intel CORP | 股票-科技 | 0.73% | +1.17% | +35.06% | |
| 24 | TMUS | T-mobile US Inc | 股票-通信服务 | 0.72% | -0.28% | +28.00% | |
| 25 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密货币 | 0.68% | -0.01% | +62.31% | |
| 26 | KLAC | Kla CORP | 股票-科技 | 0.67% | +0.42% | +32.73% | |
| 27 | AMGN | Amgen Inc | 股票-医疗保健 | 0.66% | -0.11% | +21.83% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.66% | -0.11% | +11.95% | |
| 29 | TXN | Texas Instruments Inc | 股票-科技 | 0.61% | +0.15% | +25.80% | |
| 30 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.60% | -0.16% | +18.86% | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.60% | -0.07% | +11.58% | |
| 32 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.57% | -0.17% | +23.74% | |
| 33 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.55% | +0.02% | +0.70% | |
| 34 | ADI | Analog Devices Inc | 股票-科技 | 0.54% | +0.01% | +26.03% | |
| 35 | XOM | Exxon Mobil CORP | 股票-能源 | 0.53% | -0.19% | +7.13% | |
| 36 | HODL | Vaneck Bitcoin ETF | ETF-加密货币 | 0.52% | -0.20% | -0.59% | |
| 37 | HON | Honeywell International Inc | 股票-工业 | 0.50% | -0.50% | EXIT | |
| 38 | QCOM | Qualcomm Inc | 股票-科技 | 0.48% | +0.06% | +24.64% | |
| 39 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 0.47% | -0.07% | +32.53% | |
| 40 | AAAU | Goldman Sachs Physical Gold | ETF-避险与商品 | 0.46% | -0.06% | +26.29% | |
| 41 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.45% | +0.33% | +52.42% | |
| 42 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.44% | -0.07% | -1.20% | |
| 43 | INTU | Intuit Inc | 股票-科技 | 0.42% | -0.22% | +23.77% | |
| 44 | APP | Applovin Corp-class A | 股票-科技 | 0.42% | +0.01% | +31.23% | |
| 45 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.41% | -0.08% | +25.59% | |
| 46 | BND | Vanguard Total Bond Market | ETF-其他 | 0.41% | -0.08% | +25.59% | |
| 47 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.40% | -0.09% | +33.71% | |
| 48 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 0.39% | -0.04% | +19.08% | |
| 49 | V | Visa Inc-class A Shares | 股票-金融 | 0.38% | -0.03% | +3.10% | |
| 50 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.36% | -0.12% | +23.81% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | WMT | Walmart Inc | +1.7% | +455.04% | 加仓 |
| 2 | VTWO | Vanguard Russell 2000 ETF | +0.7% | +46.26% | 加仓 |
| 3 | IEFA | Ishares Core Msci Eafe ETF | +0.5% | +225.03% | 加仓 |
| 4 | COST | Costco Wholesale CORP | +0.4% | +28.22% | 加仓 |
| 5 | MU | Micron Technology Inc | +0.3% | +28.73% | 加仓 |
| 6 | AMAT | Applied Materials Inc | +0.3% | +23.59% | 加仓 |
| 7 | LRCX | Lam Research CORP | +0.2% | +23.29% | 加仓 |
| 8 | INTC | Intel CORP | +0.2% | +35.06% | 加仓 |
| 9 | WMB | Williams Cos Inc | +0.2% | +257.25% | 加仓 |
| 10 | KLAC | Kla CORP | +0.2% | +32.73% | 加仓 |
| 11 | WDC | Western Digital CORP | +0.2% | +76.33% | 加仓 |
| 12 | NFLX | Netflix Inc | +0.2% | +27.39% | 加仓 |
| 13 | LIN | Linde plc | +0.1% | +19.26% | 加仓 |
| 14 | STX | Seagate Technology Holdings plc | +0.1% | +55.68% | 加仓 |
| 15 | XOM | Exxon Mobil CORP | +0.1% | +7.13% | 加仓 |
| 16 | KMI | Kinder Morgan, Inc. | +0.1% | +210.29% | 加仓 |
| 17 | CSCO | Cisco Systems Inc | +0.1% | +27.39% | 加仓 |
| 18 | PEP | Pepsico Inc | +0.1% | +26.34% | 加仓 |
| 19 | ADI | Analog Devices Inc | +0.1% | +26.03% | 加仓 |
| 20 | TRGP | Targa Resources CORP | +0.1% | +220.37% | 加仓 |
| 21 | LNG | Cheniere Energy Inc | +0.1% | +920.22% | 加仓 |
| 22 | TXN | Texas Instruments Inc | +0.1% | +25.80% | 加仓 |
| 23 | ASML | ASML Holding N.V. | +0.1% | +42.42% | 加仓 |
| 24 | MPWR | Monolithic Power Systems Inc | +0.1% | +135.06% | 加仓 |
| 25 | OKE | Oneok Inc | +0.1% | +187.71% | 加仓 |
| 26 | TMUS | T-mobile US Inc | +0.1% | +28.00% | 加仓 |
| 27 | NEXT | Nextdecade CORP | +0.1% | +1741.01% | 加仓 |
| 28 | GILD | Gilead Sciences Inc | +0.1% | +18.86% | 加仓 |
| 29 | AMGN | Amgen Inc | +0.1% | +21.83% | 加仓 |
| 30 | EPD | Enterprise Products Partners | +0.1% | +1054.57% | 加仓 |
| 31 | MPLX | Mplx LP | +0.1% | +1130.91% | 加仓 |
| 32 | DTM | Dt Midstream Inc | +0.1% | +1028.94% | 加仓 |
| 33 | HON | Honeywell International Inc | +0.1% | +16.88% | 加仓 |
| 34 | AAAU | Goldman Sachs Physical Gold | +0.1% | +26.29% | 加仓 |
| 35 | AM | Antero Midstream CORP | +0.1% | +1123.68% | 加仓 |
| 36 | AMD | Advanced Micro Devices | +0.1% | +28.27% | 加仓 |
| 37 | CQP | Cheniere Energy Partners LP | +0.1% | +1118.89% | 加仓 |
| 38 | TNK | Teekay Tankers Ltd. | +0.1% | +1070.94% | 加仓 |
| 39 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | +62.31% | 加仓 |
| 40 | PANW | Palo Alto Networks Inc | +0.1% | +52.42% | 加仓 |
| 41 | CVX | Chevron CORP | +0.1% | +2.75% | 加仓 |
| 42 | CSX | Csx CORP | +0.1% | +26.09% | 加仓 |
| 43 | MRVL | Marvell Technology Inc | +0.1% | +29.72% | 加仓 |
| 44 | FANG | Diamondback Energy Inc | +0.1% | +30.50% | 加仓 |
| 45 | ROST | Ross Stores Inc | +0.1% | +20.15% | 加仓 |
| 46 | BKR | Baker Hughes Co | +0.1% | +14.76% | 加仓 |
| 47 | KNTK | Kinetik Holdings Inc | +0.1% | +1020.64% | 加仓 |
| 48 | CTRI | Centuri Holdings Inc | +0.1% | +1016.21% | 加仓 |
| 49 | PAA | Plains All Amer Pipeline LP | +0.1% | +1121.47% | 加仓 |
| 50 | SBUX | Starbucks CORP | +0.1% | +24.96% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，NEOS Investment Management LLC 在 Q1 2026 季度的美股持仓总市值约为 US$271.3亿，共申报了 575 个公开持股仓位。
在 Q1 2026 季度，NEOS Investment Management LLC 按市值排列的前三大核心持股分别为：NVDA (7.4%)、AAPL (6.5%)、MSFT (4.8%)。其中最大持股仓位 NVDA 占据整体投资组合约 7.4% 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
ENB
市值: US$4547.8万
本季最大获利了结 / 清仓标的
USHY
前期市值: US$6261.2万
在 Q1 2026 季度中，NEOS Investment Management LLC 共进行了 200 项持仓异动，包含新建仓 6 个仓位、加仓 139 个仓位、减仓 26 个仓位以及清仓 29 个仓位。 其中最大新建仓标的为 ENB。 本季清仓仓位包含 USHY。
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。