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: 0001647273
申报总市值
US$65.7亿
US$65.7亿
419 檔
16.3%
在 Q2 2026 的 13F 官方备案中，Perpetual Ltd 管理的美股投资组合规模来到 US$65.7亿，整体持股档数为 419 档。
Perpetual Ltd 在 Q2 2026 进行了结构性的板块轮动与仓位换股。在开立 22 个全新仓位及加仓 86 档持股的同时，亦同步清仓 20 档并减仓 72 档标的。
在资产配置集中度方面，Perpetual Ltd 的前 5 大核心持股（包含 SRE, TEL, FLUT 等）合计占整体申报市值的 16.3%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
APTV
市值: US$1.5亿
本季最大获利了结 / 清仓标的
SE
前期市值: US$3608.1万
仅显示前 200 大持股（共 419 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 | SRE | Sempra | 股票-公用事业 | 3.75% | -0.26% | -6.73% | |
| 2 | TEL | TE Connectivity plc | 股票-科技 | 3.31% | +1.34% | +49.24% | |
| 3 | FLUT | Flutter Entertainment plc | 股票-周期性消费 | 2.82% | -1.40% | -12.19% | |
| 4 | ATO | Atmos Energy CORP | 股票-公用事业 | 2.79% | -0.09% | -8.64% | |
| 5 | CRH | CRH plc | 股票-原材料 | 2.65% | -0.55% | +5.66% | |
| 6 | PM | Philip Morris International | 股票-非周期性消费 | 2.60% | -0.10% | -14.38% | |
| 7 | ICE | Intercontinental Exchange In | 股票-金融 | 2.56% | +0.94% | +8.75% | |
| 8 | BKR | Baker Hughes Co | 股票-能源 | 2.53% | +0.78% | +62.38% | |
| 9 | UNP | Union Pacific CORP | 股票-工业 | 2.45% | +0.32% | -8.61% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 2.35% | +1.00% | -8.11% | |
| 11 | APTV | Aptiv PLC | 股票-周期性消费 | 2.09% | -0.39% | — | |
| 12 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 2.01% | -0.24% | -11.31% | |
| 13 | FCX | Freeport-mcmoran Inc | 股票-原材料 | 2.00% | +0.27% | -12.92% | |
| 14 | TIGO | Millicom International Cellular S.A. | 股票-通信服务 | 1.70% | -0.17% | -25.61% | |
| 15 | NVDA | Nvidia CORP | 股票-科技 | 1.64% | +1.09% | -3.23% | |
| 16 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.50% | +0.02% | -38.37% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.39% | — | -4.88% | |
| 18 | ADBE | Adobe Inc | 股票-科技 | 1.38% | +0.81% | +6796.07% | |
| 19 | PBR | Petroleo Brasileiro-spon Adr | 股票-能源 | 1.37% | +0.23% | +80.34% | |
| 20 | FIS | Fidelity National Info Serv | 股票-科技 | 1.36% | +0.27% | — | |
| 21 | NU | Nu Holdings Ltd. | 股票-金融 | 1.35% | -0.71% | +17.95% | |
| 22 | CSX | Csx CORP | 股票-工业 | 1.33% | -1.32% | -56.83% | |
| 23 | CTVA | Corteva Inc | 股票-原材料 | 1.33% | -1.33% | EXIT | |
| 24 | EMR | Emerson Electric Co | 股票-工业 | 1.32% | -1.32% | -8.65% | |
| 25 | GEHC | GE Healthcare Technology | 股票-医疗保健 | 1.20% | +1.50% | +30.84% | |
| 26 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.12% | -1.06% | +2.54% | |
| 27 | HPE | Hewlett Packard Enterprise | 股票-科技 | 1.10% | +0.45% | -30.18% | |
| 28 | MELI | Mercadolibre Inc | 股票-周期性消费 | 1.03% | -0.04% | +35.29% | |
| 29 | NWS | News CORP - Class B | 股票-通信服务 | 1.01% | -0.72% | +0.99% | |
| 30 | B | Barrick Mining CORP | 股票-原材料 | 0.98% | -0.37% | -1.26% | |
| 31 | FERG | Ferguson Enterprises Inc | 股票-工业 | 0.97% | -0.48% | +37.48% | |
| 32 | AVGO | Broadcom Inc | 股票-科技 | 0.96% | -0.02% | -1.08% | |
| 33 | CX | Cemex Sab-spons Adr Part Cer | 股票-其他 | 0.96% | -0.19% | -6.02% | |
| 34 | PNW | Pinnacle West Capital | 股票-公用事业 | 0.93% | -0.12% | +3.47% | |
| 35 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.89% | +0.85% | -2.85% | |
| 36 | CVX | Chevron CORP | 股票-能源 | 0.86% | +0.21% | +6.34% | |
| 37 | AMT | American Tower CORP | 股票-房地产 | 0.85% | — | +60.58% | |
| 38 | KDP | Keurig Dr Pepper Inc | 股票-非周期性消费 | 0.84% | -0.06% | +66.77% | |
| 39 | HUM | Humana Inc | 股票-医疗保健 | 0.83% | -0.04% | +59.86% | |
| 40 | XEL | Xcel Energy Inc | 股票-公用事业 | 0.79% | +0.34% | — | |
| 41 | UBER | Uber Technologies Inc | 股票-工业 | 0.75% | -0.39% | +81.52% | |
| 42 | ITUB | Itau Unibanco H-spon Prf Adr | 股票-金融 | 0.75% | -0.73% | -51.87% | |
| 43 | PSA | Public Storage | 股票-房地产 | 0.73% | -0.08% | +2.68% | |
| 44 | AXTA | Axalta Coating Systems Ltd. | 股票-原材料 | 0.71% | -0.71% | EXIT | |
| 45 | EG | Everest Group, Ltd. | 股票-金融 | 0.69% | +0.01% | +3.05% | |
| 46 | CACI | Caci International Inc -cl A | 股票-科技 | 0.67% | +0.22% | — | |
| 47 | FTV | Fortive CORP | 股票-科技 | 0.66% | -0.07% | +3.34% | |
| 48 | HAL | Halliburton Co | 股票-能源 | 0.64% | -0.04% | +3.34% | |
| 49 | NEM | Newmont CORP | 股票-原材料 | 0.62% | +0.14% | +3.22% | |
| 50 | AWK | American Water Works Co Inc | 股票-公用事业 | 0.62% | +0.01% | +143.29% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | APTV | Aptiv PLC | +2.1% | NEW | 新建仓 |
| 2 | FIS | Fidelity National Info Serv | +1.4% | NEW | 新建仓 |
| 3 | ADBE | Adobe Inc | +1.4% | +6796.07% | 加仓 |
| 4 | TEL | TE Connectivity plc | +0.8% | +49.24% | 加仓 |
| 5 | XEL | Xcel Energy Inc | +0.8% | NEW | 新建仓 |
| 6 | BKR | Baker Hughes Co | +0.7% | +62.38% | 加仓 |
| 7 | CACI | Caci International Inc -cl A | +0.7% | NEW | 新建仓 |
| 8 | HUM | Humana Inc | +0.6% | +59.86% | 加仓 |
| 9 | ABT | Abbott Laboratories | +0.6% | +4289.86% | 加仓 |
| 10 | ✓ | Carnival CORP LTD F | +0.6% | NEW | 新建仓 |
| 11 | SCHW | Schwab (charles) CORP | +0.6% | +2402.58% | 加仓 |
| 12 | ACM | Aecom | +0.5% | NEW | 新建仓 |
| 13 | NXPI | NXP Semiconductors N.V. | +0.5% | +9056.72% | 加仓 |
| 14 | KLIC | Kulicke & Soffa Industries | +0.4% | +4044.42% | 加仓 |
| 15 | RRX | Regal Rexnord CORP | +0.4% | NEW | 新建仓 |
| 16 | GEV | GE Vernova Inc | +0.4% | +818.44% | 加仓 |
| 17 | CNH | CNH Industrial N.V. | +0.4% | NEW | 新建仓 |
| 18 | KDP | Keurig Dr Pepper Inc | +0.4% | +66.77% | 加仓 |
| 19 | AWK | American Water Works Co Inc | +0.3% | +143.29% | 加仓 |
| 20 | PBR | Petroleo Brasileiro-spon Adr | +0.3% | +80.34% | 加仓 |
| 21 | UBER | Uber Technologies Inc | +0.3% | +81.52% | 加仓 |
| 22 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | -11.31% | 减仓 |
| 23 | CME | Cme Group Inc | +0.3% | +3315.61% | 加仓 |
| 24 | FROG | JFrog Ltd. | +0.3% | +2787.47% | 加仓 |
| 25 | AMT | American Tower CORP | +0.3% | +60.58% | 加仓 |
| 26 | FERG | Ferguson Enterprises Inc | +0.2% | +37.48% | 加仓 |
| 27 | HPE | Hewlett Packard Enterprise | +0.2% | -30.18% | 减仓 |
| 28 | MELI | Mercadolibre Inc | +0.2% | +35.29% | 加仓 |
| 29 | RKLB | Rocket Lab CORP | +0.2% | +1831.98% | 加仓 |
| 30 | UNH | Unitedhealth Group Inc | +0.2% | +5.20% | 加仓 |
| 31 | LTM | Latam Airlines Group Sa-adr | +0.1% | NEW | 新建仓 |
| 32 | GOOGL | Alphabet Inc-cl A | +0.1% | -4.88% | 减仓 |
| 33 | AXTA | Axalta Coating Systems Ltd. | +0.1% | +3.60% | 加仓 |
| 34 | GEHC | GE Healthcare Technology | +0.1% | +30.84% | 加仓 |
| 35 | AVGO | Broadcom Inc | +0.1% | -1.08% | 减仓 |
| 36 | ARQT | Arcutis Biotherapeutics Inc | +0.1% | +22.00% | 加仓 |
| 37 | PSA | Public Storage | +0.1% | +2.68% | 加仓 |
| 38 | MU | Micron Technology Inc | +0.1% | -22.17% | 减仓 |
| 39 | WTS | Watts Water Technologies-a | +0.1% | +0.30% | 加仓 |
| 40 | WMS | Advanced Drainage Systems In | +0.1% | +34.39% | 加仓 |
| 41 | IBN | Icici Bank Ltd-spon Adr | +0.1% | +146.09% | 加仓 |
| 42 | MLI | Mueller Industries Inc | +0.1% | +11.66% | 加仓 |
| 43 | GE | General Electric | +0.1% | -5.46% | 减仓 |
| 44 | GS | Goldman Sachs Group Inc | +0.1% | +4.71% | 加仓 |
| 45 | PNR | Pentair plc | +0.1% | +59.76% | 加仓 |
| 46 | VLTO | Veralto CORP | +0.1% | +42.88% | 加仓 |
| 47 | LAUR | Laureate Education Inc | +0.1% | NEW | 新建仓 |
| 48 | NVDA | Nvidia CORP | +0.1% | -3.23% | 减仓 |
| 49 | ARGX | Argenx Se - Adr | +0.1% | -0.40% | 减仓 |
| 50 | MS | Morgan Stanley | +0.1% | -4.19% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Perpetual Ltd 在 Q2 2026 季度的美股持仓总市值约为 US$65.7亿，共申报了 419 个公开持股仓位。
在 Q2 2026 季度，Perpetual Ltd 按市值排列的前三大核心持股分别为：SRE (3.8%)、TEL (3.3%)、FLUT (2.8%)。其中最大持股仓位 SRE 占据整体投资组合约 3.8% 的权重。
在 Q2 2026 季度中，Perpetual Ltd 共进行了 200 项持仓异动，包含新建仓 22 个仓位、加仓 86 个仓位、减仓 72 个仓位以及清仓 20 个仓位。 其中最大新建仓标的为 APTV。 本季清仓仓位包含 SE。
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。
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。
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。