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: 0001689232
申报总市值
US$4.6亿
US$4.6亿
488 檔
28.3%
在 Q1 2026 申报期间，Patton Fund Management, Inc.（CIK: 0001689232）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$4.6亿，共持有 488 个公开申报仓位。
Patton Fund Management, Inc. 在 Q1 2026 进行了结构性的板块轮动与仓位换股。在开立 47 个全新仓位及加仓 43 档持股的同时，亦同步清仓 31 档并减仓 77 档标的。
在资产配置集中度方面，Patton Fund Management, Inc. 的前 5 大核心持股（包含 IEF, RSP, VWO 等）合计占整体申报市值的 28.3%，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 488 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 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 8.26% | +2.43% | +5.83% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 4.68% | -4.68% | EXIT | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 3.38% | +1.30% | +0.25% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.01% | +1.33% | +2.21% | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.92% | +1.35% | -2.55% | |
| 6 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 2.80% | +1.13% | +2.00% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.69% | +0.83% | -3.46% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.51% | +0.94% | +5.21% | |
| 9 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-其他 | 1.96% | +0.67% | -3.28% | |
| 10 | PDBC | Invesco Optimum Yield Divers | ETF-其他 | 1.51% | +0.23% | -2.52% | |
| 11 | IAU | Ishares Gold Trust | ETF-避险与商品 | 1.42% | +0.29% | -14.87% | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.04% | +0.45% | +24.73% | |
| 13 | LITE | Lumentum Holdings Inc | 股票-科技 | 0.88% | +0.08% | — | |
| 14 | GEV | GE Vernova Inc | 股票-工业 | 0.88% | +0.17% | +1462.70% | |
| 15 | VRT | Vertiv Holdings Co-a | 股票-工业 | 0.88% | +0.17% | — | |
| 16 | CIEN | Ciena CORP | 股票-科技 | 0.87% | +0.12% | — | |
| 17 | CF | Cf Industries Holdings Inc | 股票-原材料 | 0.84% | -0.21% | +1212.76% | |
| 18 | EME | Emcor Group Inc | 股票-工业 | 0.83% | -0.01% | -29.51% | |
| 19 | FIX | Comfort Systems USA Inc | 股票-工业 | 0.80% | +0.21% | +1264.00% | |
| 20 | MRNA | Moderna Inc | 股票-医疗保健 | 0.76% | -0.76% | EXIT | |
| 21 | TER | Teradyne Inc | 股票-科技 | 0.76% | +0.33% | -64.85% | |
| 22 | MNST | Monster Beverage CORP | 股票-非周期性消费 | 0.75% | +0.12% | -19.89% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.73% | +0.41% | +7.88% | |
| 24 | SNDK | Sandisk CORP | 股票-科技 | 0.72% | +0.73% | +517.70% | |
| 25 | CHRW | C.h. Robinson Worldwide Inc | 股票-工业 | 0.72% | -0.72% | EXIT | |
| 26 | STLD | Steel Dynamics Inc | 股票-原材料 | 0.72% | +0.08% | +1714.84% | |
| 27 | HII | Huntington Ingalls Industrie | 股票-工业 | 0.68% | -0.68% | EXIT | |
| 28 | JBL | Jabil Inc | 股票-科技 | 0.68% | +0.17% | +37.39% | |
| 29 | ATO | Atmos Energy CORP | 股票-公用事业 | 0.67% | -0.67% | EXIT | |
| 30 | LRCX | Lam Research CORP | 股票-科技 | 0.66% | +0.51% | -64.47% | |
| 31 | CMI | Cummins Inc | 股票-工业 | 0.66% | +0.10% | +1505.77% | |
| 32 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 0.66% | +0.20% | +2.39% | |
| 33 | STX | Seagate Technology Holdings plc | 股票-科技 | 0.66% | +0.38% | -64.09% | |
| 34 | GNRC | Generac Holdings Inc | 股票-工业 | 0.64% | +0.20% | — | |
| 35 | KLAC | Kla CORP | 股票-科技 | 0.64% | +0.49% | +1216.41% | |
| 36 | ROK | Rockwell Automation Inc | 股票-工业 | 0.64% | +0.12% | +1750.88% | |
| 37 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.63% | +0.05% | +1722.58% | |
| 38 | VLO | Valero Energy CORP | 股票-能源 | 0.61% | -0.05% | -64.77% | |
| 39 | FCX | Freeport-mcmoran Inc | 股票-原材料 | 0.61% | -0.05% | +1152.77% | |
| 40 | AEP | American Electric Power | 股票-公用事业 | 0.61% | -0.06% | -64.77% | |
| 41 | CAT | Caterpillar Inc | 股票-工业 | 0.59% | +0.17% | -64.39% | |
| 42 | ROL | Rollins Inc | 股票-周期性消费 | 0.58% | -0.58% | EXIT | |
| 43 | WBD | Warner Bros Discovery Inc | 股票-通信服务 | 0.58% | -0.58% | EXIT | |
| 44 | AMAT | Applied Materials Inc | 股票-科技 | 0.58% | +0.47% | -64.09% | |
| 45 | NOC | Northrop Grumman CORP | 股票-工业 | 0.58% | -0.58% | EXIT | |
| 46 | GLW | Corning Inc | 股票-科技 | 0.56% | +0.35% | -63.78% | |
| 47 | BKR | Baker Hughes Co | 股票-能源 | 0.56% | -0.12% | -28.34% | |
| 48 | NUE | Nucor CORP | 股票-原材料 | 0.56% | +0.06% | +1335.81% | |
| 49 | C | Citigroup Inc | 股票-金融 | 0.55% | +0.03% | +1260.51% | |
| 50 | LUV | Southwest Airlines Co | 股票-工业 | 0.55% | -0.55% | EXIT |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IEF | Ishares 7-10 Year Treasury B | +2.1% | +5.83% | 加仓 |
| 2 | RSP | Invesco S&p 500 Equal Weight | +1.6% | +18.53% | 加仓 |
| 3 | GEV | GE Vernova Inc | +0.9% | +1462.70% | 加仓 |
| 4 | CF | Cf Industries Holdings Inc | +0.8% | +1212.76% | 加仓 |
| 5 | FIX | Comfort Systems USA Inc | +0.8% | +1264.00% | 加仓 |
| 6 | VWO | Vanguard Ftse Emerging Marke | +0.7% | +0.25% | 加仓 |
| 7 | MRNA | Moderna Inc | +0.7% | +1080.37% | 加仓 |
| 8 | CHRW | C.h. Robinson Worldwide Inc | +0.7% | +1716.01% | 加仓 |
| 9 | STLD | Steel Dynamics Inc | +0.7% | +1714.84% | 加仓 |
| 10 | SNDK | Sandisk CORP | +0.7% | +517.70% | 加仓 |
| 11 | IWR | Ishares Russell Mid-cap ETF | +0.7% | +2.00% | 加仓 |
| 12 | HII | Huntington Ingalls Industrie | +0.7% | +1377.16% | 加仓 |
| 13 | CMI | Cummins Inc | +0.6% | +1505.77% | 加仓 |
| 14 | KLAC | Kla CORP | +0.6% | +1216.41% | 加仓 |
| 15 | ROK | Rockwell Automation Inc | +0.6% | +1750.88% | 加仓 |
| 16 | GOOGL | Alphabet Inc-cl A | +0.6% | +1722.58% | 加仓 |
| 17 | FCX | Freeport-mcmoran Inc | +0.6% | +1152.77% | 加仓 |
| 18 | PDBC | Invesco Optimum Yield Divers | +0.6% | -2.52% | 减仓 |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.6% | +2.21% | 加仓 |
| 20 | IWM | Ishares Russell 2000 ETF | +0.6% | -2.55% | 减仓 |
| 21 | NOC | Northrop Grumman CORP | +0.6% | +1090.00% | 加仓 |
| 22 | NUE | Nucor CORP | +0.5% | +1335.81% | 加仓 |
| 23 | C | Citigroup Inc | +0.5% | +1260.51% | 加仓 |
| 24 | LUV | Southwest Airlines Co | +0.5% | +1283.84% | 加仓 |
| 25 | WMT | Walmart Inc | +0.5% | +1040.30% | 加仓 |
| 26 | EFA | Ishares Msci Eafe ETF | +0.5% | -3.46% | 减仓 |
| 27 | INCY | Incyte CORP | +0.5% | +1336.17% | 加仓 |
| 28 | APTV | Aptiv PLC | +0.5% | +1370.07% | 加仓 |
| 29 | MAR | Marriott International -cl A | +0.5% | +1094.02% | 加仓 |
| 30 | JBHT | Hunt (jb) Transprt Svcs Inc | +0.4% | +987.27% | 加仓 |
| 31 | STT | State Street CORP | +0.4% | +1076.00% | 加仓 |
| 32 | KEYS | Keysight Technologies In | +0.4% | +778.17% | 加仓 |
| 33 | CVNA | Carvana Co | +0.4% | +1373.59% | 加仓 |
| 34 | VNQ | Vanguard Real Estate ETF | +0.4% | +24.73% | 加仓 |
| 35 | JBL | Jabil Inc | +0.4% | +37.39% | 加仓 |
| 36 | IAU | Ishares Gold Trust | +0.2% | -14.87% | 减仓 |
| 37 | VEA | Vanguard Ftse Developed ETF | +0.2% | +7.88% | 加仓 |
| 38 | WAB | Wabtec CORP | +0.1% | -6.00% | 减仓 |
| 39 | GSG | Ishares S&p Gsci Commodity I | +0.1% | -13.83% | 减仓 |
| 40 | BKR | Baker Hughes Co | +0.1% | -28.34% | 减仓 |
| 41 | ADBE | Adobe Inc | +0.1% | +360.56% | 加仓 |
| 42 | EME | Emcor Group Inc | +0.1% | -29.51% | 减仓 |
| 43 | LNT | Alliant Energy CORP | +0.1% | +41.20% | 加仓 |
| 44 | FDS | Factset Research Systems Inc | 0% | +122.15% | 加仓 |
| 45 | APA | Apa CORP | 0% | — | 不变 |
| 46 | TYL | Tyler Technologies Inc | 0% | +125.47% | 加仓 |
| 47 | INTU | Intuit Inc | 0% | +144.60% | 加仓 |
| 48 | OXY | Occidental Petroleum CORP | 0% | — | 不变 |
| 49 | APD | Air Products & Chemicals Inc | 0% | +34.76% | 加仓 |
| 50 | ARES | Ares Management CORP - A | 0% | +136.23% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Patton Fund Management, Inc. 在 Q1 2026 季度的美股持仓总市值约为 US$4.6亿，共申报了 488 个公开持股仓位。
在 Q1 2026 季度，Patton Fund Management, Inc. 按市值排列的前三大核心持股分别为：IEF (8.3%)、RSP (4.7%)、VWO (3.4%)。其中最大持股仓位 IEF 占据整体投资组合约 8.3% 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
LITE
市值: US$520.1万
本季最大获利了结 / 清仓标的
COIN
前期市值: US$26.3万
在 Q1 2026 季度中，Patton Fund Management, Inc. 共进行了 198 项持仓异动，包含新建仓 47 个仓位、加仓 43 个仓位、减仓 77 个仓位以及清仓 31 个仓位。 其中最大新建仓标的为 LITE。 本季清仓仓位包含 COIN。
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。