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: 0001841768
申报总市值
US$2.6亿
US$2.6亿
185 檔
18.2%
截至 Q1 2026 季度末，Patron Partners, LLC 的美股持仓估值约为 US$2.6亿，全数申报仓位共有 185 档。
Patron Partners, LLC 在 Q1 2026 进行了结构性的板块轮动与仓位换股。在开立 15 个全新仓位及加仓 80 档持股的同时，亦同步清仓 8 档并减仓 70 档标的。
在资产配置集中度方面，Patron Partners, LLC 的前 5 大核心持股（包含 PB, NVDA, AAPL 等）合计占整体申报市值的 18.2%，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 | PB | Prosperity Bancshares Inc | 股票-金融 | 6.89% | -0.37% | -0.46% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 4.19% | -0.02% | +1.08% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.18% | -0.05% | -0.57% | |
| 4 | VV | Vanguard Large-cap ETF | ETF-其他 | 3.04% | +0.14% | -4.38% | |
| 5 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.58% | -0.47% | -2.01% | |
| 6 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.58% | -0.01% | -8.15% | |
| 7 | XOM | Exxon Mobil CORP | 股票-能源 | 2.42% | -0.75% | +2.17% | |
| 8 | LLY | Eli Lilly & Co | 股票-医疗保健 | 2.29% | +0.55% | +0.07% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.14% | -0.27% | -7.75% | |
| 10 | OALC | Oneascent Large Cap Core | ETF-大型股与成长 | 1.96% | +0.36% | +9.22% | |
| 11 | OACP | Oneascent Core Plus Bond ETF | ETF-其他 | 1.77% | -0.08% | +22.57% | |
| 12 | AVGO | Broadcom Inc | 股票-科技 | 1.70% | +0.12% | +2.09% | |
| 13 | CVX | Chevron CORP | 股票-能源 | 1.49% | -0.50% | -8.32% | |
| 14 | AMGN | Amgen Inc | 股票-医疗保健 | 1.48% | -0.22% | +2.82% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.36% | +0.14% | +3.35% | |
| 16 | WMT | Walmart Inc | 股票-非周期性消费 | 1.36% | -0.27% | -8.23% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.30% | +0.15% | -3.38% | |
| 18 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.12% | -0.06% | +0.05% | |
| 19 | MA | Mastercard Inc - A | 股票-金融 | 1.12% | -0.14% | -2.34% | |
| 20 | GWW | Ww Grainger Inc | 股票-工业 | 1.09% | +0.09% | +0.53% | |
| 21 | GLW | Corning Inc | 股票-科技 | 1.08% | +0.71% | +0.79% | |
| 22 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.01% | -0.20% | -6.14% | |
| 23 | OAIM | Oneascent Intl Eqty ETF | ETF-其他 | 1.00% | +0.05% | +15.01% | |
| 24 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.95% | -0.19% | +4.49% | |
| 25 | IQLT | Ishares Msci International Q | ETF-其他 | 0.91% | -0.07% | -5.30% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.91% | — | -2.27% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.88% | +0.12% | -1.08% | |
| 28 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.85% | +0.05% | +9.44% | |
| 29 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.79% | -0.10% | +7.59% | |
| 30 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.76% | -0.25% | -6.10% | |
| 31 | MAR | Marriott International -cl A | 股票-周期性消费 | 0.76% | +0.18% | +12.88% | |
| 32 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.73% | +0.02% | -2.03% | |
| 33 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.71% | +0.05% | -1.52% | |
| 34 | LMT | Lockheed Martin CORP | 股票-工业 | 0.71% | -0.18% | +13.08% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.70% | -0.06% | +1.63% | |
| 36 | CMI | Cummins Inc | 股票-工业 | 0.70% | +0.13% | +3.63% | |
| 37 | ETN | Eaton Corporation plc | 股票-工业 | 0.68% | +0.11% | +26.89% | |
| 38 | NFLX | Netflix Inc | 股票-通信服务 | 0.66% | -0.28% | -3.02% | |
| 39 | OAEM | Oneascent Emrg Markets ETF | ETF-其他 | 0.64% | +0.10% | +13.48% | |
| 40 | JMBS | Janus Henderson Mortg Backed | ETF-其他 | 0.64% | -0.19% | -1.48% | |
| 41 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.63% | -0.12% | +10.18% | |
| 42 | CSCO | Cisco Systems Inc | 股票-科技 | 0.63% | +0.26% | +11.32% | |
| 43 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.62% | -0.07% | -1.49% | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.61% | -0.22% | -27.53% | |
| 45 | HD | Home Depot Inc | 股票-周期性消费 | 0.61% | -0.04% | +5.97% | |
| 46 | PWR | Quanta Services Inc | 股票-工业 | 0.60% | +0.15% | +19.17% | |
| 47 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.59% | +0.16% | +28.55% | |
| 48 | GEV | GE Vernova Inc | 股票-工业 | 0.57% | +0.37% | +274.49% | |
| 49 | V | Visa Inc-class A Shares | 股票-金融 | 0.54% | +0.01% | +0.12% | |
| 50 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.53% | -0.12% | +3.44% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +0.7% | +2.17% | 加仓 |
| 2 | GEV | GE Vernova Inc | +0.5% | +274.49% | 加仓 |
| 3 | GLW | Corning Inc | +0.4% | +0.79% | 加仓 |
| 4 | OACP | Oneascent Core Plus Bond ETF | +0.3% | +22.57% | 加仓 |
| 5 | CVX | Chevron CORP | +0.3% | -8.32% | 减仓 |
| 6 | COST | Costco Wholesale CORP | +0.3% | -2.01% | 减仓 |
| 7 | MU | Micron Technology Inc | +0.2% | +144.16% | 加仓 |
| 8 | PWR | Quanta Services Inc | +0.2% | +19.17% | 加仓 |
| 9 | LMT | Lockheed Martin CORP | +0.2% | +13.08% | 加仓 |
| 10 | ETN | Eaton Corporation plc | +0.2% | +26.89% | 加仓 |
| 11 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +28.55% | 加仓 |
| 12 | JNJ | Johnson & Johnson | +0.2% | +0.05% | 加仓 |
| 13 | VZ | Verizon Communications Inc | +0.2% | +21.14% | 加仓 |
| 14 | OAIM | Oneascent Intl Eqty ETF | +0.2% | +15.01% | 加仓 |
| 15 | NEE | Nextera Energy Inc | +0.2% | +7.59% | 加仓 |
| 16 | APD | Air Products & Chemicals Inc | +0.2% | +30.13% | 加仓 |
| 17 | ADI | Analog Devices Inc | +0.1% | +119.71% | 加仓 |
| 18 | AMGN | Amgen Inc | +0.1% | +2.82% | 加仓 |
| 19 | DE | Deere & Co | +0.1% | +45.51% | 加仓 |
| 20 | SLB | Slb LTD | +0.1% | +24.66% | 加仓 |
| 21 | COKE | Coca-cola Consolidated Inc | +0.1% | +13.65% | 加仓 |
| 22 | OAEM | Oneascent Emrg Markets ETF | +0.1% | +13.48% | 加仓 |
| 23 | MAR | Marriott International -cl A | +0.1% | +12.88% | 加仓 |
| 24 | TXN | Texas Instruments Inc | +0.1% | +16.29% | 加仓 |
| 25 | IBM | Intl Business Machines CORP | +0.1% | +83.62% | 加仓 |
| 26 | O | Realty Income CORP | +0.1% | +19.77% | 加仓 |
| 27 | MCK | Mckesson CORP | +0.1% | +77.04% | 加仓 |
| 28 | BAC | Bank Of America CORP | +0.1% | +43.87% | 加仓 |
| 29 | OALC | Oneascent Large Cap Core | +0.1% | +9.22% | 加仓 |
| 30 | PEP | Pepsico Inc | +0.1% | +10.18% | 加仓 |
| 31 | SBUX | Starbucks CORP | +0.1% | +16.71% | 加仓 |
| 32 | PSX | Phillips 66 | +0.1% | -1.67% | 减仓 |
| 33 | TMUS | T-mobile US Inc | +0.1% | +23.90% | 加仓 |
| 34 | GWW | Ww Grainger Inc | +0.1% | +0.53% | 加仓 |
| 35 | AMT | American Tower CORP | +0.1% | +31.79% | 加仓 |
| 36 | LIN | Linde plc | +0.1% | +4.27% | 加仓 |
| 37 | CSCO | Cisco Systems Inc | +0.1% | +11.32% | 加仓 |
| 38 | UBER | Uber Technologies Inc | +0.1% | +74.53% | 加仓 |
| 39 | CMI | Cummins Inc | +0.1% | +3.63% | 加仓 |
| 40 | COP | Conocophillips | +0.1% | +0.83% | 加仓 |
| 41 | MCD | Mcdonald's CORP | +0.1% | +4.49% | 加仓 |
| 42 | GS | Goldman Sachs Group Inc | +0.1% | +15.38% | 加仓 |
| 43 | TDG | Transdigm Group Inc | +0.1% | +45.15% | 加仓 |
| 44 | SGOL | Abrdn Physical Gold Shares | +0.1% | +37.70% | 加仓 |
| 45 | DUK | Duke Energy CORP | +0.1% | +31.25% | 加仓 |
| 46 | SYY | Sysco CORP | 0% | +13.55% | 加仓 |
| 47 | GPC | Genuine Parts Co | 0% | +33.45% | 加仓 |
| 48 | MO | Altria Group Inc | 0% | — | 不变 |
| 49 | MLM | Martin Marietta Materials | 0% | +22.52% | 加仓 |
| 50 | KR | Kroger Co | 0% | +0.20% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Patron Partners, LLC 在 Q1 2026 季度的美股持仓总市值约为 US$2.6亿，共申报了 185 个公开持股仓位。
在 Q1 2026 季度，Patron Partners, LLC 按市值排列的前三大核心持股分别为：PB (6.9%)、NVDA (4.2%)、AAPL (4.2%)。其中最大持股仓位 PB 占据整体投资组合约 6.9% 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
LRCX
市值: US$35.5万
本季最大获利了结 / 清仓标的
AGG
前期市值: US$81.3万
在 Q1 2026 季度中，Patron Partners, LLC 共进行了 173 项持仓异动，包含新建仓 15 个仓位、加仓 80 个仓位、减仓 70 个仓位以及清仓 8 个仓位。 其中最大新建仓标的为 LRCX。 本季清仓仓位包含 AGG。
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。