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: 0001082215
申报总市值
US$27.1亿
US$27.1亿
189 檔
25.7%
Q1 2026 季度申报显示，Northeast Investment Management 披露的美股组合总市值为 US$27.1亿，涵盖 189 个不同之权益投资仓位。
在 Q1 2026，Northeast Investment Management 展现出较为审慎的避险与获利了结姿态。本季共减仓 84 个仓位并完全清仓 6 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，Northeast Investment Management 的前 5 大核心持股（包含 NVDA, AAPL, GOOGL 等）合计占整体申报市值的 25.7%，反映机构在主要关键仓位上的权重分布。
| # | 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 | 8.09% | +0.07% | -4.04% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 6.51% | +0.21% | -2.89% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 5.84% | +0.54% | -5.55% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 4.53% | +0.63% | -1.34% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.90% | -0.34% | -0.29% | |
| 6 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 3.76% | -0.64% | -0.72% | |
| 7 | V | Visa Inc-class A Shares | 股票-金融 | 2.98% | +0.03% | -1.98% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 2.84% | +0.10% | +1.80% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.68% | -0.19% | -1.90% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.53% | -0.29% | +1.10% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.37% | -0.02% | +0.25% | |
| 12 | ABBNY | Abb Ltd-spon Adr | 股票-工业 | 2.31% | +0.44% | -1.69% | |
| 13 | LLY | Eli Lilly & Co | 股票-医疗保健 | 2.06% | +0.34% | +0.01% | |
| 14 | WMT | Walmart Inc | 股票-非周期性消费 | 2.01% | -0.37% | +1.03% | |
| 15 | ASML | ASML Holding N.V. | 股票-科技 | 1.84% | +0.65% | +1.11% | |
| 16 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 1.78% | -0.53% | +0.22% | |
| 17 | UNP | Union Pacific CORP | 股票-工业 | 1.73% | -0.01% | -4.23% | |
| 18 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.72% | -0.13% | -1.27% | |
| 19 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.66% | -0.16% | -1.38% | |
| 20 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.53% | -0.26% | -1.23% | |
| 21 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.53% | +0.11% | +3.38% | |
| 22 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.44% | +0.10% | +3.41% | |
| 23 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.43% | -0.22% | -1.66% | |
| 24 | WM | Waste Management Inc | 股票-工业 | 1.35% | -0.20% | +0.16% | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.28% | +0.07% | +11.04% | |
| 26 | DHR | Danaher CORP | 股票-医疗保健 | 1.23% | -0.14% | -1.30% | |
| 27 | XOM | Exxon Mobil CORP | 股票-能源 | 1.16% | -0.34% | -2.83% | |
| 28 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.11% | +0.10% | -8.27% | |
| 29 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.06% | -0.07% | -3.76% | |
| 30 | AMT | American Tower CORP | 股票-房地产 | 1.03% | -0.21% | -10.06% | |
| 31 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.00% | +0.95% | -3.71% | |
| 32 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.99% | -0.23% | -2.82% | |
| 33 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.98% | -0.06% | +0.68% | |
| 34 | HON | Honeywell International Inc | 股票-工业 | 0.93% | -0.93% | EXIT | |
| 35 | URI | United Rentals Inc | 股票-工业 | 0.91% | +0.36% | -0.05% | |
| 36 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.90% | +0.01% | +3.84% | |
| 37 | DE | Deere & Co | 股票-工业 | 0.87% | — | -2.62% | |
| 38 | CVX | Chevron CORP | 股票-能源 | 0.85% | -0.24% | -2.50% | |
| 39 | BX | Blackstone Inc | 股票-金融 | 0.84% | -0.24% | -15.18% | |
| 40 | NFLX | Netflix Inc | 股票-通信服务 | 0.75% | -0.29% | -7.39% | |
| 41 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.69% | +0.08% | +3.89% | |
| 42 | PWR | Quanta Services Inc | 股票-工业 | 0.67% | +0.27% | +54.92% | |
| 43 | BLK | Blackrock Inc | 股票-金融 | 0.63% | -0.08% | -4.53% | |
| 44 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.57% | -0.08% | -4.81% | |
| 45 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.54% | -0.06% | -2.36% | |
| 46 | SPOT | Spotify Technology S.A. | 股票-通信服务 | 0.53% | -0.10% | +10.88% | |
| 47 | CAT | Caterpillar Inc | 股票-工业 | 0.52% | +0.20% | -1.38% | |
| 48 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.47% | +0.55% | +369.16% | |
| 49 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.45% | +0.02% | +8.24% | |
| 50 | SHW | Sherwin-williams Co/the | 股票-原材料 | 0.45% | -0.02% | +0.07% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | COST | Costco Wholesale CORP | +0.7% | -0.72% | 减仓 |
| 2 | ASML | ASML Holding N.V. | +0.5% | +1.11% | 加仓 |
| 3 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | +369.16% | 加仓 |
| 4 | PWR | Quanta Services Inc | +0.4% | +54.92% | 加仓 |
| 5 | XOM | Exxon Mobil CORP | +0.4% | -2.83% | 减仓 |
| 6 | JNJ | Johnson & Johnson | +0.3% | -1.27% | 减仓 |
| 7 | WMT | Walmart Inc | +0.3% | +1.03% | 加仓 |
| 8 | ABBNY | Abb Ltd-spon Adr | +0.3% | -1.69% | 减仓 |
| 9 | CVX | Chevron CORP | +0.2% | -2.50% | 减仓 |
| 10 | NEE | Nextera Energy Inc | +0.2% | -1.66% | 减仓 |
| 11 | VEA | Vanguard Ftse Developed ETF | +0.2% | +11.04% | 加仓 |
| 12 | VEU | Vanguard Ftse All-world Ex-u | +0.2% | +72.69% | 加仓 |
| 13 | GEV | GE Vernova Inc | +0.2% | +22.05% | 加仓 |
| 14 | DE | Deere & Co | +0.2% | -2.62% | 减仓 |
| 15 | VB | Vanguard Small-cap ETF | +0.1% | +3.41% | 加仓 |
| 16 | WM | Waste Management Inc | +0.1% | +0.16% | 加仓 |
| 17 | HON | Honeywell International Inc | +0.1% | -4.97% | 减仓 |
| 18 | CAT | Caterpillar Inc | +0.1% | -1.38% | 减仓 |
| 19 | CEG | Constellation Energy | +0.1% | +131.78% | 加仓 |
| 20 | UNP | Union Pacific CORP | +0.1% | -4.23% | 减仓 |
| 21 | TJX | Tjx Companies Inc | +0.1% | +0.68% | 加仓 |
| 22 | VO | Vanguard Mid-cap ETF | +0.1% | +3.84% | 加仓 |
| 23 | GS | Goldman Sachs Group Inc | +0.1% | +3.38% | 加仓 |
| 24 | VOO | Vanguard S&p 500 ETF | +0.1% | +1.80% | 加仓 |
| 25 | VST | Vistra CORP | +0.1% | +121.55% | 加仓 |
| 26 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +8.24% | 加仓 |
| 27 | MRK | Merck & Co. Inc. | +0.1% | +2.94% | 加仓 |
| 28 | LMT | Lockheed Martin CORP | 0% | -4.07% | 减仓 |
| 29 | MCD | Mcdonald's CORP | 0% | -2.82% | 减仓 |
| 30 | LOW | Lowe's Cos Inc | 0% | -1.23% | 减仓 |
| 31 | GLW | Corning Inc | 0% | -0.90% | 减仓 |
| 32 | CHD | Church & Dwight Co Inc | 0% | -4.39% | 减仓 |
| 33 | PEP | Pepsico Inc | 0% | -5.99% | 减仓 |
| 34 | APD | Air Products & Chemicals Inc | 0% | -1.27% | 减仓 |
| 35 | VZ | Verizon Communications Inc | 0% | +11.09% | 加仓 |
| 36 | SO | Southern Co/the | 0% | +23.99% | 加仓 |
| 37 | VTV | Vanguard Value ETF | 0% | +2.76% | 加仓 |
| 38 | PG | Procter & Gamble Co/the | 0% | -2.36% | 减仓 |
| 39 | SHW | Sherwin-williams Co/the | 0% | +0.07% | 加仓 |
| 40 | WMB | Williams Cos Inc | 0% | — | 不变 |
| 41 | SLB | Slb LTD | 0% | -5.45% | 减仓 |
| 42 | KMI | Kinder Morgan, Inc. | 0% | — | 不变 |
| 43 | ANET | Arista Networks Inc | 0% | +20.14% | 加仓 |
| 44 | AMGN | Amgen Inc | 0% | +8.19% | 加仓 |
| 45 | FAST | Fastenal Co | 0% | — | 不变 |
| 46 | KO | Coca-cola Co/the | 0% | -0.37% | 减仓 |
| 47 | INTC | Intel CORP | 0% | +1.24% | 加仓 |
| 48 | T | At&t Inc | 0% | — | 不变 |
| 49 | CL | Colgate-palmolive Co | 0% | -2.47% | 减仓 |
| 50 | EPD | Enterprise Products Partners | 0% | — | 不变 |
根据 SEC 官方 Form 13F 申报备案，Northeast Investment Management 在 Q1 2026 季度的美股持仓总市值约为 US$27.1亿，共申报了 189 个公开持股仓位。
在 Q1 2026 季度，Northeast Investment Management 按市值排列的前三大核心持股分别为：NVDA (8.1%)、AAPL (6.5%)、GOOGL (5.8%)。其中最大持股仓位 NVDA 占据整体投资组合约 8.1% 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
AMCR
市值: US$197.6万
本季最大获利了结 / 清仓标的
AMCR
前期市值: US$207.7万
在 Q1 2026 季度中，Northeast Investment Management 共进行了 142 项持仓异动，包含新建仓 7 个仓位、加仓 45 个仓位、减仓 84 个仓位以及清仓 6 个仓位。 其中最大新建仓标的为 AMCR。 本季清仓仓位包含 AMCR。
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。