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: 0001269786
申报总市值
US$6.6亿
US$6.6亿
52 檔
29.6%
截至 Q1 2026 季度末，Overbrook Management Corp 的美股持仓估值约为 US$6.6亿，全数申报仓位共有 52 档。
Overbrook Management Corp 在 Q1 2026 进行了结构性的板块轮动与仓位换股。在开立 9 个全新仓位及加仓 14 档持股的同时，亦同步清仓 4 档并减仓 22 档标的。
在资产配置集中度方面，Overbrook Management Corp 的前 5 大核心持股（包含 NVDA, , GOOG 等）合计占整体申报市值的 29.6%，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 | 10.51% | -1.00% | +0.58% | |
| 2 | ✓ | 股票-其他 | 7.13% | — | +0.91% | ||
| 3 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 7.13% | -0.19% | — | |
| 4 | AVGO | Broadcom Inc | 股票-科技 | 6.61% | -0.70% | -0.72% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 5.67% | -0.69% | -7.42% | |
| 6 | AMZN | Amazon.com Inc | 股票-周期性消费 | 5.65% | -0.61% | -1.30% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通信服务 | 5.11% | -1.66% | -18.25% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 4.90% | -1.17% | -2.28% | |
| 9 | LLY | Eli Lilly & Co | 股票-医疗保健 | 4.84% | +0.47% | -1.42% | |
| 10 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 4.12% | +0.50% | -1.06% | |
| 11 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 3.77% | +1.83% | +33.94% | |
| 12 | CAT | Caterpillar Inc | 股票-工业 | 3.40% | +0.32% | — | |
| 13 | NFLX | Netflix Inc | 股票-通信服务 | 3.18% | -1.41% | +174.82% | |
| 14 | TMUS | T-mobile US Inc | 股票-通信服务 | 3.07% | -1.42% | -19.08% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 2.72% | +0.59% | -23.22% | |
| 16 | UBER | Uber Technologies Inc | 股票-工业 | 2.65% | -0.74% | +25.25% | |
| 17 | GEV | GE Vernova Inc | 股票-工业 | 2.47% | -0.14% | -1.10% | |
| 18 | ABBV | Abbvie Inc | 股票-医疗保健 | 2.27% | -0.59% | +31.11% | |
| 19 | DHI | Dr Horton Inc | 股票-周期性消费 | 2.26% | -0.21% | -0.19% | |
| 20 | APP | Applovin Corp-class A | 股票-科技 | 2.19% | -1.25% | +93.16% | |
| 21 | AMD | Advanced Micro Devices | 股票-科技 | 2.03% | +0.13% | — | |
| 22 | MU | Micron Technology Inc | 股票-科技 | 1.74% | +0.72% | -35.81% | |
| 23 | VST | Vistra CORP | 股票-公用事业 | 1.66% | -0.81% | +19.05% | |
| 24 | CRS | Carpenter Technology | 股票-工业 | 1.59% | +1.69% | — | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.24% | -0.25% | -2.63% | |
| 26 | HWM | Howmet Aerospace Inc | 股票-工业 | 1.23% | -0.33% | -15.54% | |
| 27 | ARES | Ares Management CORP - A | 股票-金融 | 1.05% | -0.61% | -65.85% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.88% | -0.01% | +21.35% | |
| 29 | RKLB | Rocket Lab CORP | 股票-工业 | 0.71% | -0.71% | EXIT | |
| 30 | GLW | Corning Inc | 股票-科技 | 0.69% | +0.35% | +0.22% | |
| 31 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.67% | -0.20% | -7.69% | |
| 32 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.63% | — | -17.81% | |
| 33 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 0.59% | -0.55% | -82.04% | |
| 34 | TEM | Tempus Ai Inc-cl A | 股票-医疗保健 | 0.43% | -0.43% | EXIT | |
| 35 | RPRX | Royalty Pharma plc | 股票-医疗保健 | 0.35% | -0.03% | -11.57% | |
| 36 | EPD | Enterprise Products Partners | 股票-能源 | 0.27% | -0.06% | — | |
| 37 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.25% | +0.09% | -14.83% | |
| 38 | AL | Air Lease CORP | 股票-其他 | 0.20% | -0.20% | EXIT | |
| 39 | HQY | Healthequity Inc | 股票-医疗保健 | 0.20% | -0.09% | -68.68% | |
| 40 | GAM | General American Investors | 股票-其他 | 0.18% | -0.02% | — | |
| 41 | MA | Mastercard Inc - A | 股票-金融 | 0.14% | -0.04% | +1.76% | |
| 42 | XOM | Exxon Mobil CORP | 股票-能源 | 0.12% | -0.04% | +9.18% | |
| 43 | EQIX | Equinix Inc | 股票-房地产 | 0.08% | -0.01% | — | |
| 44 | SNDK | Sandisk CORP | 股票-科技 | 0.08% | -0.03% | — | |
| 45 | CLDX | Celldex Therapeutics Inc | 股票-其他 | 0.07% | -0.01% | — | |
| 46 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.07% | -0.02% | — | |
| 47 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.06% | -0.01% | — | |
| 48 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.06% | -0.01% | +15.50% | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.06% | — | +3.63% | |
| 50 | TLG | Touchstone Lrg Comp Grw ETF | ETF-其他 | 0.05% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NFLX | Netflix Inc | +2.2% | +174.82% | 加仓 |
| 2 | ORLY | O'reilly Automotive Inc | +1.2% | +33.94% | 加仓 |
| 3 | GEV | GE Vernova Inc | +0.8% | -1.10% | 减仓 |
| 4 | TSM | Taiwan Semiconductor-sp Adr | +0.7% | -1.06% | 减仓 |
| 5 | ABBV | Abbvie Inc | +0.6% | +31.11% | 加仓 |
| 6 | UBER | Uber Technologies Inc | +0.5% | +25.25% | 加仓 |
| 7 | APP | Applovin Corp-class A | +0.4% | +93.16% | 加仓 |
| 8 | NVDA | Nvidia CORP | +0.3% | +0.58% | 加仓 |
| 9 | VST | Vistra CORP | +0.3% | +19.05% | 加仓 |
| 10 | GLW | Corning Inc | +0.3% | +0.22% | 加仓 |
| 11 | JPM | Jpmorgan Chase & Co | +0.2% | +21.35% | 加仓 |
| 12 | DHI | Dr Horton Inc | +0.1% | -0.19% | 减仓 |
| 13 | ✓ | +0.1% | +0.91% | 加仓 | |
| 14 | EPD | Enterprise Products Partners | +0.1% | — | 不变 |
| 15 | RPRX | Royalty Pharma plc | +0.1% | -11.57% | 减仓 |
| 16 | GLD | Spdr Gold Shares | +0.1% | -7.69% | 减仓 |
| 17 | XOM | Exxon Mobil CORP | +0.1% | +9.18% | 加仓 |
| 18 | HWM | Howmet Aerospace Inc | 0% | -15.54% | 减仓 |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -2.63% | 减仓 |
| 20 | EQIX | Equinix Inc | 0% | — | 不变 |
| 21 | JNJ | Johnson & Johnson | 0% | +15.50% | 加仓 |
| 22 | CLDX | Celldex Therapeutics Inc | 0% | — | 不变 |
| 23 | AL | Air Lease CORP | 0% | — | 不变 |
| 24 | GAM | General American Investors | 0% | — | 不变 |
| 25 | RKLB | Rocket Lab CORP | — | -0.82% | 减仓 |
| 26 | MCD | Mcdonald's CORP | — | — | 不变 |
| 27 | VOO | Vanguard S&p 500 ETF | — | +3.63% | 加仓 |
| 28 | AAPL | Apple Inc | 0% | -2.28% | 减仓 |
| 29 | MA | Mastercard Inc - A | 0% | +1.76% | 加仓 |
| 30 | CRWD | Crowdstrike Holdings Inc - A | -0.1% | -14.83% | 减仓 |
| 31 | GOOGL | Alphabet Inc-cl A | -0.1% | -17.81% | 减仓 |
| 32 | AMZN | Amazon.com Inc | -0.2% | -1.30% | 减仓 |
| 33 | AVGO | Broadcom Inc | -0.2% | -0.72% | 减仓 |
| 34 | TMUS | T-mobile US Inc | -0.3% | -19.08% | 减仓 |
| 35 | MU | Micron Technology Inc | -0.4% | -35.81% | 减仓 |
| 36 | LLY | Eli Lilly & Co | -0.4% | -1.42% | 减仓 |
| 37 | HQY | Healthequity Inc | -0.4% | -68.68% | 减仓 |
| 38 | V | Visa Inc-class A Shares | -1% | -23.22% | 减仓 |
| 39 | META | Meta Platforms Inc-class A | -1.5% | -18.25% | 减仓 |
| 40 | MSFT | Microsoft CORP | -1.6% | -7.42% | 减仓 |
| 41 | ARES | Ares Management CORP - A | -3.1% | -65.85% | 减仓 |
| 42 | BKNG | Booking Holdings Inc | -3.2% | -82.04% | 减仓 |
| 43 | CAT | Caterpillar Inc | — | NEW | 新建仓 |
| 44 | INTU | Intuit Inc | — | EXIT | 清仓 |
| 45 | AMD | Advanced Micro Devices | — | NEW | 新建仓 |
| 46 | CRS | Carpenter Technology | — | NEW | 新建仓 |
| 47 | IBN | Icici Bank Ltd-spon Adr | — | EXIT | 清仓 |
| 48 | TEM | Tempus Ai Inc-cl A | — | NEW | 新建仓 |
| 49 | SNDK | Sandisk CORP | — | NEW | 新建仓 |
| 50 | COST | Costco Wholesale CORP | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Overbrook Management Corp 在 Q1 2026 季度的美股持仓总市值约为 US$6.6亿，共申报了 52 个公开持股仓位。
在 Q1 2026 季度，Overbrook Management Corp 按市值排列的前三大核心持股分别为：NVDA (10.5%)、 (7.1%)、GOOG (7.1%)。其中最大持股仓位 NVDA 占据整体投资组合约 10.5% 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
CAT
市值: US$1798.2万
本季最大获利了结 / 清仓标的
INTU
前期市值: US$1460.1万
在 Q1 2026 季度中，Overbrook Management Corp 共进行了 49 项持仓异动，包含新建仓 9 个仓位、加仓 14 个仓位、减仓 22 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 CAT。 本季清仓仓位包含 INTU。
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。