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: 0000071210
申报总市值
US$15.5亿
US$15.5亿
245 檔
23.5%
根据最新整理的 13F 季度数据集，Neville Rodie & Shaw Inc 于 Q1 2026 结束时的管理资产规模为 US$15.5亿。该机构在本季度申报了 245 档美股持仓，呈现出该时期的主要投资地图。
在 Q1 2026，Neville Rodie & Shaw Inc 展现出较为审慎的避险与获利了结姿态。本季共减仓 103 个仓位并完全清仓 8 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，Neville Rodie & Shaw Inc 的前 5 大核心持股（包含 AAPL, GOOGL, PWR 等）合计占整体申报市值的 23.5%，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 245 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 | AAPL | Apple Inc | 股票-科技 | 8.17% | +0.07% | -2.44% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 5.24% | +0.50% | -1.46% | |
| 3 | PWR | Quanta Services Inc | 股票-工业 | 4.79% | +0.41% | -8.12% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.32% | -0.72% | +5.43% | |
| 5 | LRCX | Lam Research CORP | 股票-科技 | 3.88% | +2.94% | -3.77% | |
| 6 | JNJ | Johnson & Johnson | 股票-医疗保健 | 3.02% | -0.26% | +2.26% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.79% | -0.06% | -0.77% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.78% | +0.17% | -5.43% | |
| 9 | XOM | Exxon Mobil CORP | 股票-能源 | 2.73% | -0.80% | +1.41% | |
| 10 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.22% | -0.38% | -0.75% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 2.21% | -0.10% | -5.96% | |
| 12 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 2.04% | -0.25% | +0.37% | |
| 13 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.84% | +0.02% | -1.41% | |
| 14 | ORCL | Oracle CORP | 股票-科技 | 1.75% | -0.24% | -7.32% | |
| 15 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.68% | -0.23% | +4.48% | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 1.64% | -0.02% | +0.08% | |
| 17 | GE | General Electric | 股票-工业 | 1.59% | +0.28% | +2.46% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.54% | -0.31% | -4.30% | |
| 19 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.39% | -0.05% | +8.46% | |
| 20 | IBM | Intl Business Machines CORP | 股票-科技 | 1.34% | -0.03% | +29.50% | |
| 21 | AXP | American Express Co | 股票-金融 | 1.27% | +0.09% | +10.19% | |
| 22 | GAM | General American Investors | 股票-其他 | 1.25% | -0.04% | -0.06% | |
| 23 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.19% | -0.30% | -2.19% | |
| 24 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.15% | -0.19% | -1.20% | |
| 25 | VRT | Vertiv Holdings Co-a | 股票-工业 | 1.12% | +0.16% | +1.56% | |
| 26 | GEV | GE Vernova Inc | 股票-工业 | 1.11% | +0.18% | +0.09% | |
| 27 | HWM | Howmet Aerospace Inc | 股票-工业 | 1.09% | — | -3.73% | |
| 28 | AVGO | Broadcom Inc | 股票-科技 | 1.07% | +0.18% | +0.14% | |
| 29 | FCNTX | Fidelity Contrafund | 股票-其他 | 1.03% | +0.10% | -0.58% | |
| 30 | RTX | Rtx CORP | 股票-工业 | 0.85% | -0.12% | -1.47% | |
| 31 | BX | Blackstone Inc | 股票-金融 | 0.83% | -0.12% | -13.05% | |
| 32 | CVX | Chevron CORP | 股票-能源 | 0.83% | -0.24% | -3.02% | |
| 33 | CAT | Caterpillar Inc | 股票-工业 | 0.79% | +0.24% | -2.70% | |
| 34 | HD | Home Depot Inc | 股票-周期性消费 | 0.77% | -0.15% | -1.60% | |
| 35 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.77% | -0.04% | — | |
| 36 | NSC | Norfolk Southern CORP | 股票-工业 | 0.76% | -0.03% | -2.20% | |
| 37 | J | Jacobs Solutions Inc | 股票-工业 | 0.74% | -0.11% | -6.04% | |
| 38 | JHEQX | Jpmorgan Hedged Equity-i | 股票-其他 | 0.70% | -0.06% | -0.16% | |
| 39 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.66% | +0.19% | +6.56% | |
| 40 | GLW | Corning Inc | 股票-科技 | 0.64% | +0.50% | -3.61% | |
| 41 | BAC | Bank Of America CORP | 股票-金融 | 0.64% | +0.02% | +54.54% | |
| 42 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.64% | -0.07% | -2.66% | |
| 43 | ETN | Eaton Corporation plc | 股票-工业 | 0.57% | — | -6.06% | |
| 44 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.57% | +0.13% | — | |
| 45 | HON | Honeywell International Inc | 股票-工业 | 0.56% | -0.56% | EXIT | |
| 46 | QCOM | Qualcomm Inc | 股票-科技 | 0.53% | +0.12% | -4.93% | |
| 47 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.51% | +0.01% | -0.64% | |
| 48 | LIN | Linde plc | 股票-原材料 | 0.51% | -0.01% | +6.87% | |
| 49 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.51% | -0.12% | — | |
| 50 | UNP | Union Pacific CORP | 股票-工业 | 0.47% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | PWR | Quanta Services Inc | +0.9% | -8.12% | 减仓 |
| 2 | XOM | Exxon Mobil CORP | +0.9% | +1.41% | 加仓 |
| 3 | LRCX | Lam Research CORP | +0.7% | -3.77% | 减仓 |
| 4 | JNJ | Johnson & Johnson | +0.6% | +2.26% | 加仓 |
| 5 | VRT | Vertiv Holdings Co-a | +0.4% | +1.56% | 加仓 |
| 6 | COST | Costco Wholesale CORP | +0.3% | -0.75% | 减仓 |
| 7 | GEV | GE Vernova Inc | +0.3% | +0.09% | 加仓 |
| 8 | GLW | Corning Inc | +0.2% | -3.61% | 减仓 |
| 9 | CVX | Chevron CORP | +0.2% | -3.02% | 减仓 |
| 10 | BAC | Bank Of America CORP | +0.2% | +54.54% | 加仓 |
| 11 | NEE | Nextera Energy Inc | +0.2% | -1.20% | 减仓 |
| 12 | CAT | Caterpillar Inc | +0.2% | -2.70% | 减仓 |
| 13 | MRK | Merck & Co. Inc. | +0.1% | — | 不变 |
| 14 | HWM | Howmet Aerospace Inc | +0.1% | -3.73% | 减仓 |
| 15 | BP | Bp Plc-spons Adr | +0.1% | -0.21% | 减仓 |
| 16 | LIN | Linde plc | +0.1% | +6.87% | 加仓 |
| 17 | IBM | Intl Business Machines CORP | +0.1% | +29.50% | 加仓 |
| 18 | HON | Honeywell International Inc | +0.1% | -0.76% | 减仓 |
| 19 | SHEL | Shell Plc-adr | +0.1% | -7.07% | 减仓 |
| 20 | MOG-A | Moog Inc-class A | +0.1% | -1.61% | 减仓 |
| 21 | COP | Conocophillips | +0.1% | -2.10% | 减仓 |
| 22 | PSX | Phillips 66 | +0.1% | -1.24% | 减仓 |
| 23 | WAB | Wabtec CORP | +0.1% | -1.69% | 减仓 |
| 24 | RSPT | Invesco S&p 500 Equal Weight | +0.1% | +6.56% | 加仓 |
| 25 | RTX | Rtx CORP | +0.1% | -1.47% | 减仓 |
| 26 | MPC | Marathon Petroleum CORP | 0% | — | 不变 |
| 27 | HUBB | Hubbell Inc | 0% | -0.65% | 减仓 |
| 28 | VZ | Verizon Communications Inc | 0% | — | 不变 |
| 29 | ETN | Eaton Corporation plc | 0% | -6.06% | 减仓 |
| 30 | INTC | Intel CORP | 0% | -0.90% | 减仓 |
| 31 | UNP | Union Pacific CORP | 0% | — | 不变 |
| 32 | XLI | Ss Industrial Select Sector | 0% | +40.00% | 加仓 |
| 33 | RIO | Rio Tinto Plc-spon Adr | 0% | — | 不变 |
| 34 | DELL | Dell Technologies -c | 0% | -5.51% | 减仓 |
| 35 | PEP | Pepsico Inc | 0% | -2.59% | 减仓 |
| 36 | ABBV | Abbvie Inc | 0% | +4.48% | 加仓 |
| 37 | GAM | General American Investors | 0% | -0.06% | 减仓 |
| 38 | DE | Deere & Co | 0% | +0.21% | 加仓 |
| 39 | CSX | Csx CORP | 0% | -0.14% | 减仓 |
| 40 | BMY | Bristol-myers Squibb Co | 0% | -0.04% | 减仓 |
| 41 | DOW | Dow Inc | 0% | +4.36% | 加仓 |
| 42 | TGT | Target CORP | 0% | — | 不变 |
| 43 | PFE | Pfizer Inc | 0% | — | 不变 |
| 44 | WMT | Walmart Inc | 0% | -0.97% | 减仓 |
| 45 | TXN | Texas Instruments Inc | 0% | -1.60% | 减仓 |
| 46 | CFR | Cullen/frost Bankers Inc | 0% | — | 不变 |
| 47 | MCD | Mcdonald's CORP | 0% | — | 不变 |
| 48 | KO | Coca-cola Co/the | 0% | -5.49% | 减仓 |
| 49 | SLB | Slb LTD | 0% | — | 不变 |
| 50 | PG | Procter & Gamble Co/the | 0% | -2.66% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Neville Rodie & Shaw Inc 在 Q1 2026 季度的美股持仓总市值约为 US$15.5亿，共申报了 245 个公开持股仓位。
在 Q1 2026 季度，Neville Rodie & Shaw Inc 按市值排列的前三大核心持股分别为：AAPL (8.2%)、GOOGL (5.2%)、PWR (4.8%)。其中最大持股仓位 AAPL 占据整体投资组合约 8.2% 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
APH
市值: US$156.0万
本季最大获利了结 / 清仓标的
TMUS
前期市值: US$184.1万
在 Q1 2026 季度中，Neville Rodie & Shaw Inc 共进行了 145 项持仓异动，包含新建仓 8 个仓位、加仓 26 个仓位、减仓 103 个仓位以及清仓 8 个仓位。 其中最大新建仓标的为 APH。 本季清仓仓位包含 TMUS。
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。