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: 0001269119
申报总市值
US$96.3亿
US$96.3亿
1113 檔
10.3%
根据最新整理的 13F 季度数据集，Oppenheimer Asset Management Inc. 于 Q1 2026 结束时的管理资产规模为 US$96.3亿。该机构在本季度申报了 1113 档美股持仓，呈现出该时期的主要投资地图。
在 Q1 2026，Oppenheimer Asset Management Inc. 操作展现出积极扩展与加仓意向。本季共新建仓 46 个新仓位，并对 70 个既有持股进行加仓（合计增持 116 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Oppenheimer Asset Management Inc. 的前 5 大核心持股（包含 MSFT, GBIL, BIL 等）合计占整体申报市值的 10.3%，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 1113 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 | MSFT | Microsoft CORP | 股票-科技 | 2.83% | -0.31% | +6.04% | |
| 2 | GBIL | Goldman Sachs Access Treasur | ETF-避险与商品 | 2.55% | +0.54% | +33.88% | |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 2.40% | -0.31% | -0.55% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 1.86% | +0.12% | -3.41% | |
| 5 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.70% | -0.16% | -2.77% | |
| 6 | CVX | Chevron CORP | 股票-能源 | 1.62% | -0.40% | -2.89% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.46% | +0.04% | -0.31% | |
| 8 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.34% | — | — | |
| 9 | AAPL | Apple Inc | 股票-科技 | 1.17% | +0.12% | — | |
| 10 | C | Citigroup Inc | 股票-金融 | 1.12% | -0.23% | +0.02% | |
| 11 | AVGO | Broadcom Inc | 股票-科技 | 1.11% | +0.12% | +2.03% | |
| 12 | RTX | Rtx CORP | 股票-工业 | 1.03% | -0.10% | — | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 1.03% | -0.06% | -10.86% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.03% | +0.08% | -10.21% | |
| 15 | VOD | Vodafone Group Plc-sp Adr | 股票-通信服务 | 1.00% | -0.29% | +1.88% | |
| 16 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.95% | +0.04% | -10.07% | |
| 17 | ARW | Arrow Electronics Inc | 股票-科技 | 0.85% | -0.45% | — | |
| 18 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.79% | -0.17% | +14.25% | |
| 19 | FDX | Fedex CORP | 股票-工业 | 0.79% | -0.14% | -32.63% | |
| 20 | MA | Mastercard Inc - A | 股票-金融 | 0.73% | -0.15% | -1.74% | |
| 21 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.73% | +0.26% | +11.32% | |
| 22 | THO | Thor Industries Inc | 股票-周期性消费 | 0.68% | -0.01% | +16.27% | |
| 23 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.68% | -0.02% | -2.15% | |
| 24 | MGA | Magna International Inc | 股票-周期性消费 | 0.67% | +0.07% | -17.58% | |
| 25 | GLW | Corning Inc | 股票-科技 | 0.63% | +0.23% | -21.39% | |
| 26 | CSCO | Cisco Systems Inc | 股票-科技 | 0.63% | +0.22% | +3.80% | |
| 27 | LEN | Lennar Corp-a | 股票-周期性消费 | 0.63% | +0.07% | +16.33% | |
| 28 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 0.62% | -0.40% | +2.31% | |
| 29 | KLAC | Kla CORP | 股票-科技 | 0.62% | +0.33% | -7.21% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.61% | -0.04% | — | |
| 31 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.58% | +0.26% | +10.11% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.58% | +0.01% | -19.76% | |
| 33 | MS | Morgan Stanley | 股票-金融 | 0.57% | +0.08% | +1.40% | |
| 34 | ASML | ASML Holding N.V. | 股票-科技 | 0.57% | +0.17% | +1.73% | |
| 35 | LBTYA | Liberty Global Ltd. | 股票-其他 | 0.54% | -0.07% | +3.47% | |
| 36 | MDT | Medtronic plc | 股票-医疗保健 | 0.53% | -0.04% | +3.55% | |
| 37 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.53% | +0.17% | +0.44% | |
| 38 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.49% | +0.02% | -40.69% | |
| 39 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.49% | -0.01% | -7.26% | |
| 40 | CAT | Caterpillar Inc | 股票-工业 | 0.49% | +0.18% | +2.69% | |
| 41 | GM | General Motors Co | 股票-周期性消费 | 0.48% | -0.01% | -18.89% | |
| 42 | GD | General Dynamics CORP | 股票-工业 | 0.47% | -0.04% | +1.58% | |
| 43 | NOW | Servicenow Inc | 股票-科技 | 0.47% | -0.17% | +8.39% | |
| 44 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.46% | -0.17% | +6.40% | |
| 45 | T | At&t Inc | 股票-通信服务 | 0.45% | -0.12% | +0.88% | |
| 46 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.45% | +0.01% | -3.31% | |
| 47 | XOM | Exxon Mobil CORP | 股票-能源 | 0.44% | -0.13% | -4.86% | |
| 48 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.44% | +0.09% | +0.22% | |
| 49 | CB | Chubb Limited | 股票-金融 | 0.44% | -0.02% | -0.65% | |
| 50 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.43% | -0.05% | +3.49% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GBIL | Goldman Sachs Access Treasur | +0.5% | +33.88% | 加仓 |
| 2 | CVX | Chevron CORP | +0.3% | -2.89% | 减仓 |
| 3 | IJR | Ishares Core S&p Small-cap E | +0.1% | +177.90% | 加仓 |
| 4 | CTRA | Coterra Energy Inc | +0.1% | +25.47% | 加仓 |
| 5 | JNJ | Johnson & Johnson | +0.1% | -2.77% | 减仓 |
| 6 | QSR | Restaurant Brands Intern | +0.1% | +3223.54% | 加仓 |
| 7 | IWM | Ishares Russell 2000 ETF | +0.1% | +44.10% | 加仓 |
| 8 | HON | Honeywell International Inc | +0.1% | +57.65% | 加仓 |
| 9 | ASML | ASML Holding N.V. | +0.1% | +1.73% | 加仓 |
| 10 | GLW | Corning Inc | +0.1% | -21.39% | 减仓 |
| 11 | XOM | Exxon Mobil CORP | +0.1% | -4.86% | 减仓 |
| 12 | CAT | Caterpillar Inc | +0.1% | +2.69% | 加仓 |
| 13 | TTE | TotalEnergies SE | +0.1% | +153.30% | 加仓 |
| 14 | HLT | Hilton Worldwide Holdings In | +0.1% | +219.59% | 加仓 |
| 15 | VRT | Vertiv Holdings Co-a | +0.1% | +183.37% | 加仓 |
| 16 | VOD | Vodafone Group Plc-sp Adr | +0.1% | +1.88% | 加仓 |
| 17 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +10.11% | 加仓 |
| 18 | WMB | Williams Cos Inc | +0.1% | +10.47% | 加仓 |
| 19 | PEP | Pepsico Inc | +0.1% | +25.22% | 加仓 |
| 20 | UPS | United Parcel Service-cl B | +0.1% | +35.12% | 加仓 |
| 21 | MSI | Motorola Solutions Inc | +0.1% | +177.59% | 加仓 |
| 22 | GEV | GE Vernova Inc | +0.1% | +26.13% | 加仓 |
| 23 | HWM | Howmet Aerospace Inc | +0.1% | +31.29% | 加仓 |
| 24 | COP | Conocophillips | +0.1% | -7.54% | 减仓 |
| 25 | LIN | Linde plc | +0.1% | +21.15% | 加仓 |
| 26 | STZ | Constellation Brands Inc-a | +0.1% | +48.79% | 加仓 |
| 27 | PSX | Phillips 66 | +0.1% | +1.79% | 加仓 |
| 28 | GNRC | Generac Holdings Inc | +0.1% | +218.43% | 加仓 |
| 29 | KNX | Knight-swift Transportation | +0.1% | +125.16% | 加仓 |
| 30 | PFE | Pfizer Inc | +0.1% | +85.12% | 加仓 |
| 31 | KAI | Kadant Inc | +0.1% | +81.64% | 加仓 |
| 32 | MO | Altria Group Inc | 0% | +5.13% | 加仓 |
| 33 | IJT | Ishares S&p Small-cap 600 Gr | 0% | +31.20% | 加仓 |
| 34 | EOG | Eog Resources Inc | 0% | +49.00% | 加仓 |
| 35 | DOW | Dow Inc | 0% | -5.07% | 减仓 |
| 36 | RIO | Rio Tinto Plc-spon Adr | 0% | +22.96% | 加仓 |
| 37 | PG | Procter & Gamble Co/the | 0% | +40.10% | 加仓 |
| 38 | STT | State Street CORP | 0% | +95.69% | 加仓 |
| 39 | DAR | Darling Ingredients Inc | 0% | -2.29% | 减仓 |
| 40 | LII | Lennox International Inc | 0% | +1281.64% | 加仓 |
| 41 | LRCX | Lam Research CORP | 0% | +79.95% | 加仓 |
| 42 | MRK | Merck & Co. Inc. | 0% | -2.15% | 减仓 |
| 43 | T | At&t Inc | 0% | +0.88% | 加仓 |
| 44 | CMCSA | Comcast Corp-class A | 0% | +23.82% | 加仓 |
| 45 | VZ | Verizon Communications Inc | 0% | -1.35% | 减仓 |
| 46 | DOC | Healthpeak Properties Inc | 0% | +24.54% | 加仓 |
| 47 | PBR | Petroleo Brasileiro-spon Adr | 0% | +4.80% | 加仓 |
| 48 | BCE | Bce Inc | 0% | +18.18% | 加仓 |
| 49 | PLTR | Palantir Technologies Inc-a | 0% | +52.23% | 加仓 |
| 50 | WSO | Watsco Inc | 0% | +74.71% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Oppenheimer Asset Management Inc. 在 Q1 2026 季度的美股持仓总市值约为 US$96.3亿，共申报了 1113 个公开持股仓位。
在 Q1 2026 季度，Oppenheimer Asset Management Inc. 按市值排列的前三大核心持股分别为：MSFT (2.8%)、GBIL (2.5%)、BIL (2.4%)。其中最大持股仓位 MSFT 占据整体投资组合约 2.8% 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
AMZN
市值: US$1.2亿
本季最大获利了结 / 清仓标的
PNW
前期市值: US$1097.1万
在 Q1 2026 季度中，Oppenheimer Asset Management Inc. 共进行了 200 项持仓异动，包含新建仓 46 个仓位、加仓 70 个仓位、减仓 76 个仓位以及清仓 8 个仓位。 其中最大新建仓标的为 AMZN。 本季清仓仓位包含 PNW。
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。