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$14.8亿
US$14.8亿
244 檔
31.0%
Q2 2026 季度申报显示，Neville Rodie & Shaw Inc 披露的美股组合总市值为 US$14.8亿，涵盖 244 个不同之权益投资仓位。
在 Q2 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 101 个仓位并完全清仓 12 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, LRCX, GOOGL 等）合计占整体申报市值的 31.0%，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 244 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 | 8.24% | +1.57% | -0.60% | |
| 2 | LRCX | Lam Research CORP | 股票-科技 | 6.82% | -1.73% | -2.85% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 5.74% | -0.37% | -1.03% | |
| 4 | PWR | Quanta Services Inc | 股票-工业 | 5.20% | -0.61% | -7.03% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.60% | +1.30% | -7.08% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.95% | +0.01% | -3.19% | |
| 7 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.76% | +0.23% | -1.03% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.73% | +0.14% | -1.31% | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 2.11% | +0.06% | -5.60% | |
| 10 | XOM | Exxon Mobil CORP | 股票-能源 | 1.93% | -1.93% | EXIT | |
| 11 | GE | General Electric | 股票-工业 | 1.87% | -0.46% | +0.68% | |
| 12 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.86% | -0.01% | -1.35% | |
| 13 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.84% | -0.16% | -1.04% | |
| 14 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.79% | +0.73% | -3.47% | |
| 15 | NVDA | Nvidia CORP | 股票-科技 | 1.62% | +0.05% | -3.53% | |
| 16 | ORCL | Oracle CORP | 股票-科技 | 1.51% | -0.44% | -2.67% | |
| 17 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.45% | +0.13% | -16.59% | |
| 18 | AXP | American Express Co | 股票-金融 | 1.36% | -0.17% | +8.11% | |
| 19 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.34% | +0.02% | -17.14% | |
| 20 | IBM | Intl Business Machines CORP | 股票-科技 | 1.31% | -0.28% | -5.40% | |
| 21 | GEV | GE Vernova Inc | 股票-工业 | 1.29% | -0.34% | -2.80% | |
| 22 | VRT | Vertiv Holdings Co-a | 股票-工业 | 1.28% | -0.45% | -3.32% | |
| 23 | AVGO | Broadcom Inc | 股票-科技 | 1.25% | -0.16% | +7.50% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.23% | -0.09% | -13.79% | |
| 25 | GAM | General American Investors | 股票-其他 | 1.21% | +0.05% | — | |
| 26 | GLW | Corning Inc | 股票-科技 | 1.14% | -0.44% | +5.94% | |
| 27 | FCNTX | Fidelity Contrafund | 股票-其他 | 1.13% | +0.07% | +5.40% | |
| 28 | HWM | Howmet Aerospace Inc | 股票-工业 | 1.09% | -0.32% | -3.09% | |
| 29 | CAT | Caterpillar Inc | 股票-工业 | 1.03% | -0.21% | -2.35% | |
| 30 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.96% | -0.09% | -0.91% | |
| 31 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.89% | -0.02% | -14.14% | |
| 32 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.85% | +0.06% | +0.65% | |
| 33 | NSC | Norfolk Southern CORP | 股票-工业 | 0.73% | +0.01% | -2.15% | |
| 34 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.73% | +0.13% | -0.14% | |
| 35 | RTX | Rtx CORP | 股票-工业 | 0.73% | +0.01% | -2.03% | |
| 36 | BX | Blackstone Inc | 股票-金融 | 0.71% | -0.01% | -6.03% | |
| 37 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.70% | +0.07% | +700.89% | |
| 38 | BAC | Bank Of America CORP | 股票-金融 | 0.66% | — | -0.62% | |
| 39 | QCOM | Qualcomm Inc | 股票-科技 | 0.65% | +0.02% | -2.94% | |
| 40 | JHEQX | Jpmorgan Hedged Equity-i | 股票-其他 | 0.64% | +0.04% | -1.10% | |
| 41 | J | Jacobs Solutions Inc | 股票-工业 | 0.63% | +0.07% | -3.35% | |
| 42 | HD | Home Depot Inc | 股票-周期性消费 | 0.62% | -0.13% | -16.06% | |
| 43 | CVX | Chevron CORP | 股票-能源 | 0.59% | +0.17% | -0.55% | |
| 44 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.57% | +0.02% | -0.40% | |
| 45 | ETN | Eaton Corporation plc | 股票-工业 | 0.57% | +0.05% | -7.03% | |
| 46 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.52% | +0.08% | +0.27% | |
| 47 | LIN | Linde plc | 股票-原材料 | 0.50% | -0.11% | +5.14% | |
| 48 | INTC | Intel CORP | 股票-科技 | 0.48% | -0.04% | -2.28% | |
| 49 | UNP | Union Pacific CORP | 股票-工业 | 0.47% | +0.03% | -0.47% | |
| 50 | MOG-A | Moog Inc-class A | 股票-其他 | 0.46% | -0.04% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | LRCX | Lam Research CORP | +2.9% | -2.85% | 减仓 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.5% | -1.03% | 减仓 |
| 3 | GLW | Corning Inc | +0.5% | +5.94% | 加仓 |
| 4 | PWR | Quanta Services Inc | +0.4% | -7.03% | 减仓 |
| 5 | INTC | Intel CORP | +0.3% | -2.28% | 减仓 |
| 6 | GE | General Electric | +0.3% | +0.68% | 加仓 |
| 7 | CAT | Caterpillar Inc | +0.2% | -2.35% | 减仓 |
| 8 | ✓ | +0.2% | NEW | 新建仓 | |
| 9 | ✓ | +0.2% | NEW | 新建仓 | |
| 10 | DELL | Dell Technologies -c | +0.2% | +12.72% | 加仓 |
| 11 | RSPT | Invesco S&p 500 Equal Weight | +0.2% | +0.65% | 加仓 |
| 12 | GEV | GE Vernova Inc | +0.2% | -2.80% | 减仓 |
| 13 | AVGO | Broadcom Inc | +0.2% | +7.50% | 加仓 |
| 14 | GOOG | Alphabet Inc-cl C | +0.2% | -3.19% | 减仓 |
| 15 | PANW | Palo Alto Networks Inc | +0.2% | -0.75% | 减仓 |
| 16 | VRT | Vertiv Holdings Co-a | +0.2% | -3.32% | 减仓 |
| 17 | VGT | Vanguard Info Tech ETF | +0.1% | +700.89% | 加仓 |
| 18 | LITE | Lumentum Holdings Inc | +0.1% | NEW | 新建仓 |
| 19 | MKSI | Mks Inc | +0.1% | NEW | 新建仓 |
| 20 | QCOM | Qualcomm Inc | +0.1% | -2.94% | 减仓 |
| 21 | FCNTX | Fidelity Contrafund | +0.1% | +5.40% | 加仓 |
| 22 | MOG-A | Moog Inc-class A | +0.1% | — | 不变 |
| 23 | AXP | American Express Co | +0.1% | +8.11% | 加仓 |
| 24 | BE | Bloom Energy Corp- A | +0.1% | +16.68% | 加仓 |
| 25 | STRL | Sterling Infrastructure Inc | +0.1% | NEW | 新建仓 |
| 26 | AAPL | Apple Inc | +0.1% | -0.60% | 减仓 |
| 27 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | -16.85% | 减仓 |
| 28 | TXN | Texas Instruments Inc | 0% | -2.35% | 减仓 |
| 29 | APH | Amphenol Corp-cl A | 0% | +6.97% | 加仓 |
| 30 | MU | Micron Technology Inc | 0% | — | 不变 |
| 31 | NFLX | Netflix Inc | 0% | +222.27% | 加仓 |
| 32 | ✓ | 0% | NEW | 新建仓 | |
| 33 | CSCO | Cisco Systems Inc | 0% | — | 不变 |
| 34 | STT | State Street CORP | 0% | — | 不变 |
| 35 | AMZN | Amazon.com Inc | 0% | -1.35% | 减仓 |
| 36 | BAC | Bank Of America CORP | 0% | -0.62% | 减仓 |
| 37 | BNY | Bank Of New York Mellon CORP | 0% | -0.26% | 减仓 |
| 38 | GS | Goldman Sachs Group Inc | 0% | -2.47% | 减仓 |
| 39 | CIBR | First Trust Nasdaq Cybersecu | 0% | -17.93% | 减仓 |
| 40 | XLI | Ss Industrial Select Sector | 0% | +19.05% | 加仓 |
| 41 | CARR | Carrier Global CORP | 0% | — | 不变 |
| 42 | URI | United Rentals Inc | 0% | NEW | 新建仓 |
| 43 | FTQGX | Fidelity Focused Stock Fund | 0% | — | 不变 |
| 44 | ROK | Rockwell Automation Inc | 0% | — | 不变 |
| 45 | MET | Metlife Inc | 0% | NEW | 新建仓 |
| 46 | IBB | Ishares Biotechnology ETF | 0% | +0.27% | 加仓 |
| 47 | UNH | Unitedhealth Group Inc | 0% | -21.14% | 减仓 |
| 48 | CSX | Csx CORP | 0% | — | 不变 |
| 49 | NUE | Nucor CORP | 0% | -1.20% | 减仓 |
| 50 | GWW | Ww Grainger Inc | 0% | -1.21% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Neville Rodie & Shaw Inc 在 Q2 2026 季度的美股持仓总市值约为 US$14.8亿，共申报了 244 个公开持股仓位。
在 Q2 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%)、LRCX (6.8%)、GOOGL (5.7%)。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
市值: US$377.6万
本季最大获利了结 / 清仓标的
HON
前期市值: US$766.5万
在 Q2 2026 季度中，Neville Rodie & Shaw Inc 共进行了 150 项持仓异动，包含新建仓 11 个仓位、加仓 26 个仓位、减仓 101 个仓位以及清仓 12 个仓位。 其中最大新建仓标的为 。 本季清仓仓位包含 HON。
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。
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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。