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: 0001977602
申报总市值
US$100.2亿
US$100.2亿
347 檔
18.8%
在 Q1 2026 的 13F 官方备案中，Ofi Invest Asset Management 管理的美股投资组合规模来到 US$100.2亿，整体持股档数为 347 档。
Ofi Invest Asset Management 在 Q1 2026 进行了结构性的板块轮动与仓位换股。在开立 17 个全新仓位及加仓 83 档持股的同时，亦同步清仓 25 档并减仓 74 档标的。
在资产配置集中度方面，Ofi Invest Asset Management 的前 5 大核心持股（包含 AAPL, NVDA, MSFT 等）合计占整体申报市值的 18.8%，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 347 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 | 7.37% | -2.49% | +18.39% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 6.72% | -0.03% | +10.02% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.28% | +1.00% | -22.91% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.25% | +2.66% | -21.21% | |
| 5 | AVGO | Broadcom Inc | 股票-科技 | 3.24% | -1.09% | +71.60% | |
| 6 | TSLA | Tesla Inc | 股票-周期性消费 | 2.99% | -0.69% | +82.47% | |
| 7 | LLY | Eli Lilly & Co | 股票-医疗保健 | 2.80% | -1.74% | +114.93% | |
| 8 | MS | Morgan Stanley | 股票-金融 | 1.91% | +0.08% | +102.28% | |
| 9 | PYPL | Paypal Holdings Inc | 股票-金融 | 1.80% | -1.22% | — | |
| 10 | LRCX | Lam Research CORP | 股票-科技 | 1.78% | -1.40% | +385.18% | |
| 11 | C | Citigroup Inc | 股票-金融 | 1.78% | -0.89% | +101.47% | |
| 12 | AMD | Advanced Micro Devices | 股票-科技 | 1.73% | +1.83% | -22.76% | |
| 13 | NFLX | Netflix Inc | 股票-通信服务 | 1.66% | -0.60% | +99.31% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.58% | +0.97% | +4.12% | |
| 15 | MU | Micron Technology Inc | 股票-科技 | 1.50% | +0.04% | +6207.47% | |
| 16 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.46% | — | +104.58% | |
| 17 | AMAT | Applied Materials Inc | 股票-科技 | 1.33% | +0.52% | -40.33% | |
| 18 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 1.19% | -0.50% | +40.87% | |
| 19 | BLK | Blackrock Inc | 股票-金融 | 1.17% | -0.73% | -0.16% | |
| 20 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.15% | +0.08% | -25.74% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.13% | -0.19% | +2.34% | |
| 22 | VICI | Vici Properties Inc | 股票-房地产 | 0.94% | -0.94% | EXIT | |
| 23 | HD | Home Depot Inc | 股票-周期性消费 | 0.89% | -0.23% | -1.82% | |
| 24 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.89% | +1.01% | +71.06% | |
| 25 | HOOD | Robinhood Markets Inc - A | 股票-金融 | 0.88% | +0.02% | +86964.70% | |
| 26 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.87% | -0.23% | -10.74% | |
| 27 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 0.85% | -0.06% | +40904.61% | |
| 28 | INTC | Intel CORP | 股票-科技 | 0.83% | +0.59% | +490.70% | |
| 29 | QCOM | Qualcomm Inc | 股票-科技 | 0.78% | -0.20% | +471.55% | |
| 30 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.69% | -0.08% | -0.83% | |
| 31 | BAC | Bank Of America CORP | 股票-金融 | 0.69% | +0.60% | +13.82% | |
| 32 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.68% | -0.36% | -29.20% | |
| 33 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.68% | -0.11% | +0.58% | |
| 34 | BKR | Baker Hughes Co | 股票-能源 | 0.64% | -0.41% | +64.17% | |
| 35 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.62% | -0.57% | +1752.48% | |
| 36 | ADI | Analog Devices Inc | 股票-科技 | 0.61% | +0.31% | +240.20% | |
| 37 | MRVL | Marvell Technology Inc | 股票-科技 | 0.60% | +0.02% | +105.71% | |
| 38 | MA | Mastercard Inc - A | 股票-金融 | 0.58% | -0.19% | +14.03% | |
| 39 | MDB | Mongodb Inc | 股票-科技 | 0.58% | +0.02% | +4280.91% | |
| 40 | PSX | Phillips 66 | 股票-能源 | 0.55% | -0.35% | +40.82% | |
| 41 | TRGP | Targa Resources CORP | 股票-能源 | 0.53% | -0.19% | -35.55% | |
| 42 | AXP | American Express Co | 股票-金融 | 0.52% | — | +10.56% | |
| 43 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.51% | -0.17% | -62.28% | |
| 44 | IBM | Intl Business Machines CORP | 股票-科技 | 0.51% | -0.47% | +1963.26% | |
| 45 | SLB | Slb LTD | 股票-能源 | 0.51% | -0.26% | -38.82% | |
| 46 | CAT | Caterpillar Inc | 股票-工业 | 0.51% | +0.37% | -19.94% | |
| 47 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.50% | -0.10% | -23.11% | |
| 48 | ORCL | Oracle CORP | 股票-科技 | 0.49% | +0.08% | +46.63% | |
| 49 | UBER | Uber Technologies Inc | 股票-工业 | 0.49% | -0.12% | +0.26% | |
| 50 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.48% | -0.11% | -12.71% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +1.5% | +6207.47% | 加仓 |
| 2 | LRCX | Lam Research CORP | +1.5% | +385.18% | 加仓 |
| 3 | LLY | Eli Lilly & Co | +1.2% | +114.93% | 加仓 |
| 4 | AVGO | Broadcom Inc | +1% | +71.60% | 加仓 |
| 5 | TSLA | Tesla Inc | +0.9% | +82.47% | 加仓 |
| 6 | HOOD | Robinhood Markets Inc - A | +0.9% | +86964.70% | 加仓 |
| 7 | ORLY | O'reilly Automotive Inc | +0.9% | +40904.61% | 加仓 |
| 8 | MS | Morgan Stanley | +0.8% | +102.28% | 加仓 |
| 9 | C | Citigroup Inc | +0.8% | +101.47% | 加仓 |
| 10 | NFLX | Netflix Inc | +0.8% | +99.31% | 加仓 |
| 11 | VICI | Vici Properties Inc | +0.8% | +500.32% | 加仓 |
| 12 | INTC | Intel CORP | +0.7% | +490.70% | 加仓 |
| 13 | QCOM | Qualcomm Inc | +0.6% | +471.55% | 加仓 |
| 14 | JNJ | Johnson & Johnson | +0.6% | +1752.48% | 加仓 |
| 15 | MDB | Mongodb Inc | +0.6% | +4280.91% | 加仓 |
| 16 | PLTR | Palantir Technologies Inc-a | +0.5% | +104.58% | 加仓 |
| 17 | IBM | Intl Business Machines CORP | +0.5% | +1963.26% | 加仓 |
| 18 | CPRT | Copart Inc | +0.5% | +57509.22% | 加仓 |
| 19 | ADI | Analog Devices Inc | +0.5% | +240.20% | 加仓 |
| 20 | MMM | 3m Co | +0.4% | +1835.83% | 加仓 |
| 21 | PH | Parker Hannifin CORP | +0.4% | +3771.72% | 加仓 |
| 22 | TTWO | Take-two Interactive Softwre | +0.4% | +7829.21% | 加仓 |
| 23 | MSTR | Strategy Inc | +0.4% | +42371.22% | 加仓 |
| 24 | DIS | Walt Disney Co/the | +0.4% | +384.95% | 加仓 |
| 25 | BKR | Baker Hughes Co | +0.3% | +64.17% | 加仓 |
| 26 | MRVL | Marvell Technology Inc | +0.3% | +105.71% | 加仓 |
| 27 | MRNA | Moderna Inc | +0.3% | +183752.68% | 加仓 |
| 28 | AAPL | Apple Inc | +0.3% | +18.39% | 加仓 |
| 29 | EMR | Emerson Electric Co | +0.3% | +1486.39% | 加仓 |
| 30 | VLO | Valero Energy CORP | +0.3% | +2763.82% | 加仓 |
| 31 | GM | General Motors Co | +0.3% | +4544.81% | 加仓 |
| 32 | OKTA | Okta Inc | +0.3% | +5514.28% | 加仓 |
| 33 | PANW | Palo Alto Networks Inc | +0.3% | +71.06% | 加仓 |
| 34 | WELL | Welltower Inc | +0.3% | +879.11% | 加仓 |
| 35 | PSX | Phillips 66 | +0.3% | +40.82% | 加仓 |
| 36 | GE | General Electric | +0.3% | +3514.77% | 加仓 |
| 37 | DHR | Danaher CORP | +0.2% | +1877.97% | 加仓 |
| 38 | COR | Cencora Inc | +0.2% | +2564.34% | 加仓 |
| 39 | CTAS | Cintas CORP | +0.2% | +9798.44% | 加仓 |
| 40 | AMGN | Amgen Inc | +0.2% | +462.59% | 加仓 |
| 41 | AFL | Aflac Inc | +0.2% | +7890.39% | 加仓 |
| 42 | FISV | Fiserv Inc | +0.2% | +116.31% | 加仓 |
| 43 | DDOG | Datadog Inc - Class A | +0.2% | +1428.81% | 加仓 |
| 44 | ED | Consolidated Edison Inc | +0.2% | +6121.21% | 加仓 |
| 45 | SNPS | Synopsys Inc | +0.1% | +2879.14% | 加仓 |
| 46 | NSC | Norfolk Southern CORP | +0.1% | +63.21% | 加仓 |
| 47 | EQIX | Equinix Inc | +0.1% | +216.11% | 加仓 |
| 48 | KLAC | Kla CORP | +0.1% | +30.78% | 加仓 |
| 49 | NOW | Servicenow Inc | +0.1% | +101.20% | 加仓 |
| 50 | SNOW | Snowflake Inc | +0.1% | +932.43% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Ofi Invest Asset Management 在 Q1 2026 季度的美股持仓总市值约为 US$100.2亿，共申报了 347 个公开持股仓位。
在 Q1 2026 季度，Ofi Invest Asset Management 按市值排列的前三大核心持股分别为：AAPL (7.4%)、NVDA (6.7%)、MSFT (4.3%)。其中最大持股仓位 AAPL 占据整体投资组合约 7.4% 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
PYPL
市值: US$1.4亿
本季最大获利了结 / 清仓标的
Z
前期市值: US$2220.4万
在 Q1 2026 季度中，Ofi Invest Asset Management 共进行了 199 项持仓异动，包含新建仓 17 个仓位、加仓 83 个仓位、减仓 74 个仓位以及清仓 25 个仓位。 其中最大新建仓标的为 PYPL。 本季清仓仓位包含 Z。
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。