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: 0001862664
申报总市值
US$29.6亿
US$29.6亿
221 檔
13.5%
Q1 2026 季度申报显示，Nfj Investment Group, LLC 披露的美股组合总市值为 US$29.6亿，涵盖 221 个不同之权益投资仓位。
在 Q1 2026，Nfj Investment Group, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 68 个仓位并完全清仓 34 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，Nfj Investment Group, LLC 的前 5 大核心持股（包含 DINO, MRVL, SCHW 等）合计占整体申报市值的 13.5%，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 221 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 | DINO | Hf Sinclair CORP | 股票-能源 | 3.64% | -0.34% | -17.87% | |
| 2 | MRVL | Marvell Technology Inc | 股票-科技 | 3.41% | -2.51% | -11.06% | |
| 3 | SCHW | Schwab (charles) CORP | 股票-金融 | 2.79% | +0.11% | -10.53% | |
| 4 | PLD | Prologis Inc | 股票-房地产 | 2.67% | -0.29% | -12.43% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.66% | +0.16% | -8.96% | |
| 6 | GEV | GE Vernova Inc | 股票-工业 | 2.36% | +0.59% | +9074.58% | |
| 7 | CMC | Commercial Metals Co | 股票-工业 | 2.05% | -0.90% | +383.56% | |
| 8 | GBCI | Glacier Bancorp Inc | 股票-金融 | 2.02% | -0.66% | +0.45% | |
| 9 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.86% | +1.04% | +115.08% | |
| 10 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.73% | -0.27% | -36.53% | |
| 11 | EQIX | Equinix Inc | 股票-房地产 | 1.70% | -0.80% | -16.64% | |
| 12 | RGLD | Royal Gold Inc | 股票-原材料 | 1.60% | -1.60% | EXIT | |
| 13 | MPC | Marathon Petroleum CORP | 股票-能源 | 1.56% | -0.10% | +6.70% | |
| 14 | NTR | Nutrien LTD | 股票-原材料 | 1.54% | -0.40% | +21.93% | |
| 15 | UHS | Universal Health Services-b | 股票-医疗保健 | 1.53% | -1.53% | EXIT | |
| 16 | CBU | Community Financial System I | 股票-其他 | 1.51% | -0.92% | -2.28% | |
| 17 | PFE | Pfizer Inc | 股票-医疗保健 | 1.49% | -1.49% | EXIT | |
| 18 | AMD | Advanced Micro Devices | 股票-科技 | 1.48% | -0.77% | -4.07% | |
| 19 | PNFP | Pinnacle Financial Partners | 股票-金融 | 1.41% | +0.01% | — | |
| 20 | UMBF | Umb Financial CORP | 股票-金融 | 1.39% | +0.20% | -6.40% | |
| 21 | BOH | Bank Of Hawaii CORP | 股票-其他 | 1.39% | -0.04% | +309.47% | |
| 22 | HSY | Hershey Co/the | 股票-非周期性消费 | 1.33% | +1.45% | — | |
| 23 | PSX | Phillips 66 | 股票-能源 | 1.29% | -0.21% | +198.15% | |
| 24 | INDB | Independent Bank Corp/ma | 股票-其他 | 1.29% | -0.10% | -5.54% | |
| 25 | KMT | Kennametal Inc | 股票-其他 | 1.27% | -0.04% | — | |
| 26 | NUE | Nucor CORP | 股票-原材料 | 1.25% | -0.10% | +61.58% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.19% | +0.67% | -11.33% | |
| 28 | APH | Amphenol Corp-cl A | 股票-科技 | 1.18% | +0.74% | +228.72% | |
| 29 | MGA | Magna International Inc | 股票-周期性消费 | 1.17% | +0.05% | +265.90% | |
| 30 | SSB | Southstate Bank CORP | 股票-金融 | 1.12% | -0.93% | -2.42% | |
| 31 | MSFT | Microsoft CORP | 股票-科技 | 1.11% | +1.59% | -4.75% | |
| 32 | SLB | Slb LTD | 股票-能源 | 1.09% | -1.09% | EXIT | |
| 33 | ONB | Old National Bancorp | 股票-金融 | 1.03% | +0.02% | -4.24% | |
| 34 | ALB | Albemarle CORP | 股票-原材料 | 1.02% | -0.23% | — | |
| 35 | FLS | Flowserve CORP | 股票-工业 | 1.00% | -0.12% | +5.62% | |
| 36 | HD | Home Depot Inc | 股票-周期性消费 | 0.99% | -0.29% | -3.38% | |
| 37 | LKFN | Lakeland Financial CORP | 股票-其他 | 0.99% | -0.50% | +0.89% | |
| 38 | EL | Estee Lauder Companies-cl A | 股票-非周期性消费 | 0.96% | +0.04% | — | |
| 39 | CINF | Cincinnati Financial CORP | 股票-金融 | 0.95% | -0.02% | — | |
| 40 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.93% | +0.48% | +4.76% | |
| 41 | HBAN | Huntington Bancshares Inc | 股票-金融 | 0.92% | -0.92% | EXIT | |
| 42 | HCA | Hca Healthcare Inc | 股票-医疗保健 | 0.91% | -0.91% | EXIT | |
| 43 | CVX | Chevron CORP | 股票-能源 | 0.90% | -0.44% | -13.17% | |
| 44 | MS | Morgan Stanley | 股票-金融 | 0.88% | +0.53% | +14.14% | |
| 45 | TFC | Truist Financial CORP | 股票-金融 | 0.81% | -0.03% | -3.90% | |
| 46 | LUV | Southwest Airlines Co | 股票-工业 | 0.81% | -0.40% | +279.75% | |
| 47 | HOMB | Home Bancshares Inc | 股票-金融 | 0.79% | -0.79% | EXIT | |
| 48 | EOG | Eog Resources Inc | 股票-能源 | 0.72% | +0.86% | -22.15% | |
| 49 | AU | AngloGold Ashanti plc | 股票-原材料 | 0.72% | -0.29% | -1.52% | |
| 50 | PNC | Pnc Financial Services Group | 股票-金融 | 0.71% | +0.04% | -10.28% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GEV | GE Vernova Inc | +2.3% | +9074.58% | 加仓 |
| 2 | CMC | Commercial Metals Co | +1.6% | +383.56% | 加仓 |
| 3 | BOH | Bank Of Hawaii CORP | +1.1% | +309.47% | 加仓 |
| 4 | PSX | Phillips 66 | +1% | +198.15% | 加仓 |
| 5 | LLY | Eli Lilly & Co | +0.9% | +115.08% | 加仓 |
| 6 | MGA | Magna International Inc | +0.9% | +265.90% | 加仓 |
| 7 | APH | Amphenol Corp-cl A | +0.8% | +228.72% | 加仓 |
| 8 | MPC | Marathon Petroleum CORP | +0.6% | +6.70% | 加仓 |
| 9 | UHS | Universal Health Services-b | +0.6% | +93.66% | 加仓 |
| 10 | LUV | Southwest Airlines Co | +0.6% | +279.75% | 加仓 |
| 11 | NTR | Nutrien LTD | +0.6% | +21.93% | 加仓 |
| 12 | NUE | Nucor CORP | +0.5% | +61.58% | 加仓 |
| 13 | DINO | Hf Sinclair CORP | +0.5% | -17.87% | 减仓 |
| 14 | SLB | Slb LTD | +0.3% | +3.38% | 加仓 |
| 15 | MRVL | Marvell Technology Inc | +0.3% | -11.06% | 减仓 |
| 16 | GE | General Electric | +0.3% | +528.76% | 加仓 |
| 17 | EQIX | Equinix Inc | +0.2% | -16.64% | 减仓 |
| 18 | CVX | Chevron CORP | +0.2% | -13.17% | 减仓 |
| 19 | MTDR | Matador Resources Co | +0.2% | — | 不变 |
| 20 | LFUS | Littelfuse Inc | +0.2% | -4.36% | 减仓 |
| 21 | FLS | Flowserve CORP | +0.2% | +5.62% | 加仓 |
| 22 | XOM | Exxon Mobil CORP | +0.1% | -14.76% | 减仓 |
| 23 | GBCI | Glacier Bancorp Inc | +0.1% | +0.45% | 加仓 |
| 24 | AU | AngloGold Ashanti plc | +0.1% | -1.52% | 减仓 |
| 25 | HP | Helmerich & Payne | +0.1% | -3.12% | 减仓 |
| 26 | MS | Morgan Stanley | +0.1% | +14.14% | 加仓 |
| 27 | DVN | Devon Energy CORP | +0.1% | — | 不变 |
| 28 | COST | Costco Wholesale CORP | +0.1% | +5.06% | 加仓 |
| 29 | EOG | Eog Resources Inc | +0.1% | -22.15% | 减仓 |
| 30 | NEM | Newmont CORP | +0.1% | — | 不变 |
| 31 | LKFN | Lakeland Financial CORP | +0.1% | +0.89% | 加仓 |
| 32 | KGS | Kodiak Gas Services Inc | +0.1% | — | 不变 |
| 33 | CRGY | Crescent Energy Inc-a | +0.1% | — | 不变 |
| 34 | OVV | Ovintiv Inc | +0.1% | — | 不变 |
| 35 | DAN | Dana Inc | +0.1% | — | 不变 |
| 36 | GTY | Getty Realty CORP | +0.1% | -4.34% | 减仓 |
| 37 | KALU | Kaiser Aluminum CORP | +0.1% | +0.04% | 加仓 |
| 38 | SM | Sm Energy Co | 0% | — | 不变 |
| 39 | IIIN | Insteel Industries Inc | 0% | +53.37% | 加仓 |
| 40 | MPWR | Monolithic Power Systems Inc | 0% | — | 不变 |
| 41 | INDB | Independent Bank Corp/ma | 0% | -5.54% | 减仓 |
| 42 | AEE | Ameren Corporation | 0% | — | 不变 |
| 43 | EE | Excelerate Energy Inc-a | 0% | — | 不变 |
| 44 | AEM | Agnico Eagle Mines LTD | 0% | — | 不变 |
| 45 | CRUS | Cirrus Logic Inc | 0% | +0.46% | 加仓 |
| 46 | CNR | Core Natural Resources Inc | 0% | — | 不变 |
| 47 | LGND | Ligand Pharmaceuticals | 0% | +11.73% | 加仓 |
| 48 | HASI | Ha Sustainable Infrastructur | 0% | -0.05% | 减仓 |
| 49 | PENN | Penn Entertainment Inc | 0% | +14.43% | 加仓 |
| 50 | EXEL | Exelixis Inc | 0% | — | 不变 |
根据 SEC 官方 Form 13F 申报备案，Nfj Investment Group, LLC 在 Q1 2026 季度的美股持仓总市值约为 US$29.6亿，共申报了 221 个公开持股仓位。
在 Q1 2026 季度，Nfj Investment Group, LLC 按市值排列的前三大核心持股分别为：DINO (3.6%)、MRVL (3.4%)、SCHW (2.8%)。其中最大持股仓位 DINO 占据整体投资组合约 3.6% 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
PNFP
市值: US$3719.5万
本季最大获利了结 / 清仓标的
AMZN
前期市值: US$5801.8万
在 Q1 2026 季度中，Nfj Investment Group, LLC 共进行了 170 项持仓异动，包含新建仓 39 个仓位、加仓 29 个仓位、减仓 68 个仓位以及清仓 34 个仓位。 其中最大新建仓标的为 PNFP。 本季清仓仓位包含 AMZN。
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。