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。
AlphaSMO 权威研究指南阅读专题
CIK: 0000937615
申报总市值
US$320.5亿
US$320.5亿
3039 檔
43.2%
Nisa Investment Advisors, LLC 在 Q1 2026 季度的美股仓位总计估值为 US$320.5亿，分散于 3039 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q1 2026，Nisa Investment Advisors, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 151 个仓位并完全清仓 3 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，Nisa Investment Advisors, LLC 的前 5 大核心持股（包含 IVV, NVDA, AAPL 等）合计占整体申报市值的 43.2%，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 3039 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 38.93% | +3.83% | -4.13% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 4.00% | -0.26% | -5.71% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.74% | -0.26% | -6.56% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.79% | -0.48% | -4.38% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.76% | +0.01% | -12.99% | |
| 6 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.48% | -0.04% | -8.86% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 1.47% | -0.01% | -17.22% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.43% | — | -8.49% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.22% | -0.24% | -17.38% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.97% | -0.08% | -22.14% | |
| 11 | TSLA | Tesla Inc | 股票-周期性消费 | 0.75% | -0.07% | -6.42% | |
| 12 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.72% | +0.06% | -6.59% | |
| 13 | XOM | Exxon Mobil CORP | 股票-能源 | 0.67% | -0.23% | -5.96% | |
| 14 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.57% | -0.09% | -4.68% | |
| 15 | WMT | Walmart Inc | 股票-非周期性消费 | 0.55% | -0.15% | -5.80% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 0.53% | -0.04% | -2.38% | |
| 17 | MA | Mastercard Inc - A | 股票-金融 | 0.47% | -0.07% | -7.45% | |
| 18 | NFLX | Netflix Inc | 股票-通信服务 | 0.47% | -0.18% | -6.30% | |
| 19 | CAT | Caterpillar Inc | 股票-工业 | 0.44% | +0.10% | -6.48% | |
| 20 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.42% | -0.09% | -2.96% | |
| 21 | CVX | Chevron CORP | 股票-能源 | 0.41% | -0.14% | -2.25% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.40% | -0.07% | -14.93% | |
| 23 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.39% | -0.01% | -29.74% | |
| 24 | BAC | Bank Of America CORP | 股票-金融 | 0.38% | -0.02% | -28.01% | |
| 25 | CSCO | Cisco Systems Inc | 股票-科技 | 0.36% | +0.10% | -3.12% | |
| 26 | HD | Home Depot Inc | 股票-周期性消费 | 0.35% | -0.03% | -3.32% | |
| 27 | LRCX | Lam Research CORP | 股票-科技 | 0.33% | +0.18% | -23.33% | |
| 28 | AMD | Advanced Micro Devices | 股票-科技 | 0.33% | +0.45% | -1.87% | |
| 29 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.33% | -0.01% | +0.23% | |
| 30 | MU | Micron Technology Inc | 股票-科技 | 0.33% | +0.53% | -49.22% | |
| 31 | AMAT | Applied Materials Inc | 股票-科技 | 0.32% | +0.19% | -3.29% | |
| 32 | ORCL | Oracle CORP | 股票-科技 | 0.31% | -0.05% | -0.97% | |
| 33 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.31% | -0.05% | -2.47% | |
| 34 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.31% | -0.06% | -5.90% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.30% | +0.02% | — | |
| 36 | MS | Morgan Stanley | 股票-金融 | 0.28% | +0.05% | -13.28% | |
| 37 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.28% | -0.02% | -3.51% | |
| 38 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.28% | -0.04% | -5.06% | |
| 39 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.27% | — | — | |
| 40 | SUB | Ishares Short-term National | ETF-其他 | 0.27% | -0.05% | +0.69% | |
| 41 | PM | Philip Morris International | 股票-非周期性消费 | 0.26% | -0.02% | -1.43% | |
| 42 | RTX | Rtx CORP | 股票-工业 | 0.26% | -0.05% | -6.03% | |
| 43 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.25% | -0.05% | +0.43% | |
| 44 | AXP | American Express Co | 股票-金融 | 0.25% | -0.02% | -9.17% | |
| 45 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.25% | +0.08% | +1.60% | |
| 46 | TXN | Texas Instruments Inc | 股票-科技 | 0.25% | +0.07% | -0.22% | |
| 47 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.24% | -0.07% | -7.41% | |
| 48 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.23% | -0.08% | -2.82% | |
| 49 | APH | Amphenol Corp-cl A | 股票-科技 | 0.23% | +0.01% | +9.08% | |
| 50 | ADI | Analog Devices Inc | 股票-科技 | 0.23% | +0.01% | +6.39% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +0.9% | -4.13% | 减仓 |
| 2 | XOM | Exxon Mobil CORP | +0.2% | -5.96% | 减仓 |
| 3 | CVX | Chevron CORP | +0.1% | -2.25% | 减仓 |
| 4 | JNJ | Johnson & Johnson | +0.1% | -4.68% | 减仓 |
| 5 | AMAT | Applied Materials Inc | +0.1% | -3.29% | 减仓 |
| 6 | CAT | Caterpillar Inc | +0.1% | -6.48% | 减仓 |
| 7 | COST | Costco Wholesale CORP | +0.1% | -2.96% | 减仓 |
| 8 | WMT | Walmart Inc | +0.1% | -5.80% | 减仓 |
| 9 | ADI | Analog Devices Inc | +0.1% | +6.39% | 加仓 |
| 10 | SNDK | Sandisk CORP | +0.1% | +21.80% | 加仓 |
| 11 | VLO | Valero Energy CORP | +0.1% | -0.38% | 减仓 |
| 12 | MPC | Marathon Petroleum CORP | +0.1% | -3.45% | 减仓 |
| 13 | COP | Conocophillips | +0.1% | -4.37% | 减仓 |
| 14 | MRK | Merck & Co. Inc. | +0.1% | -2.47% | 减仓 |
| 15 | VZ | Verizon Communications Inc | +0.1% | +7.13% | 加仓 |
| 16 | DE | Deere & Co | +0.1% | -1.19% | 减仓 |
| 17 | TXN | Texas Instruments Inc | +0.1% | -0.22% | 减仓 |
| 18 | O | Realty Income CORP | 0% | +66.13% | 加仓 |
| 19 | WDC | Western Digital CORP | 0% | -0.08% | 减仓 |
| 20 | PSX | Phillips 66 | 0% | -0.30% | 减仓 |
| 21 | GLW | Corning Inc | 0% | -9.14% | 减仓 |
| 22 | STX | Seagate Technology Holdings plc | 0% | +2.36% | 加仓 |
| 23 | T | At&t Inc | 0% | +0.28% | 加仓 |
| 24 | INTC | Intel CORP | 0% | -2.32% | 减仓 |
| 25 | LMT | Lockheed Martin CORP | 0% | -1.24% | 减仓 |
| 26 | HON | Honeywell International Inc | 0% | -1.40% | 减仓 |
| 27 | NFLX | Netflix Inc | 0% | -6.30% | 减仓 |
| 28 | ETN | Eaton Corporation plc | 0% | -0.77% | 减仓 |
| 29 | AMGN | Amgen Inc | 0% | -1.52% | 减仓 |
| 30 | KO | Coca-cola Co/the | 0% | -5.06% | 减仓 |
| 31 | EOG | Eog Resources Inc | 0% | +1.74% | 加仓 |
| 32 | HLT | Hilton Worldwide Holdings In | 0% | +53.76% | 加仓 |
| 33 | NOC | Northrop Grumman CORP | 0% | -0.42% | 减仓 |
| 34 | FDX | Fedex CORP | 0% | +2.55% | 加仓 |
| 35 | MO | Altria Group Inc | 0% | +0.66% | 加仓 |
| 36 | CME | Cme Group Inc | 0% | +6.39% | 加仓 |
| 37 | FITB | Fifth Third Bancorp | 0% | +26.00% | 加仓 |
| 38 | LIN | Linde plc | 0% | -7.68% | 减仓 |
| 39 | KLAC | Kla CORP | 0% | -12.31% | 减仓 |
| 40 | TJX | Tjx Companies Inc | 0% | +0.43% | 加仓 |
| 41 | WEC | Wec Energy Group Inc | 0% | -0.22% | 减仓 |
| 42 | HST | Host Hotels & Resorts Inc | 0% | +238.83% | 加仓 |
| 43 | LITE | Lumentum Holdings Inc | 0% | +310.49% | 加仓 |
| 44 | GS | Goldman Sachs Group Inc | 0% | -3.51% | 减仓 |
| 45 | FIX | Comfort Systems USA Inc | 0% | +0.52% | 加仓 |
| 46 | UDR | Udr Inc | 0% | +202.03% | 加仓 |
| 47 | TPL | Texas Pacific Land CORP | 0% | +10.14% | 加仓 |
| 48 | SCCO | Southern Copper CORP | 0% | +37.73% | 加仓 |
| 49 | PG | Procter & Gamble Co/the | 0% | -5.90% | 减仓 |
| 50 | ROST | Ross Stores Inc | 0% | +4.42% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Nisa Investment Advisors, LLC 在 Q1 2026 季度的美股持仓总市值约为 US$320.5亿，共申报了 3039 个公开持股仓位。
在 Q1 2026 季度，Nisa Investment Advisors, LLC 按市值排列的前三大核心持股分别为：IVV (38.9%)、NVDA (4.0%)、AAPL (3.7%)。其中最大持股仓位 IVV 占据整体投资组合约 38.9% 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
QQQ
市值: US$7996.3万
本季最大获利了结 / 清仓标的
VYM
前期市值: US$1095.3万
在 Q1 2026 季度中，Nisa Investment Advisors, LLC 共进行了 200 项持仓异动，包含新建仓 2 个仓位、加仓 44 个仓位、减仓 151 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 QQQ。 本季清仓仓位包含 VYM。
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。