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: 0001596901
申报总市值
US$2.0亿
US$2.0亿
142 檔
26.7%
Q1 2026 季度申报显示，Pettee Investors, Inc. 披露的美股组合总市值为 US$2.0亿，涵盖 142 个不同之权益投资仓位。
在 Q1 2026，Pettee Investors, Inc. 操作展现出积极扩展与加仓意向。本季共新建仓 8 个新仓位，并对 24 个既有持股进行加仓（合计增持 32 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Pettee Investors, Inc. 的前 5 大核心持股（包含 , JPM, JNJ 等）合计占整体申报市值的 26.7%，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 | ✓ | 股票-其他 | 7.28% | — | +3.98% | ||
| 2 | JPM | Jpmorgan Chase & Co | 股票-金融 | 7.28% | — | — | |
| 3 | JNJ | Johnson & Johnson | 股票-医疗保健 | 4.95% | +0.25% | +2.64% | |
| 4 | ✓ | 股票-其他 | 4.20% | — | +1.81% | ||
| 5 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 4.20% | -0.49% | — | |
| 6 | AAPL | Apple Inc | 股票-科技 | 4.17% | +0.06% | +1.86% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 3.99% | -0.51% | +1.31% | |
| 8 | ✓ | 股票-其他 | 3.56% | — | — | ||
| 9 | HOMZ | Hoya Capital Housing ETF | ETF-其他 | 3.56% | +0.06% | — | |
| 10 | URI | United Rentals Inc | 股票-工业 | 3.45% | +0.44% | +0.40% | |
| 11 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.70% | -0.15% | +0.28% | |
| 12 | STX | Seagate Technology Holdings plc | 股票-科技 | 2.68% | +0.97% | — | |
| 13 | INTC | Intel CORP | 股票-科技 | 2.35% | +0.38% | +0.26% | |
| 14 | IBM | Intl Business Machines CORP | 股票-科技 | 1.97% | +0.32% | — | |
| 15 | WMT | Walmart Inc | 股票-非周期性消费 | 1.91% | -0.59% | — | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 1.78% | -0.08% | — | |
| 17 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.78% | +0.08% | +0.32% | |
| 18 | XOM | Exxon Mobil CORP | 股票-能源 | 1.76% | -0.27% | +5.24% | |
| 19 | DHI | Dr Horton Inc | 股票-周期性消费 | 1.70% | +0.01% | — | |
| 20 | AXP | American Express Co | 股票-金融 | 1.52% | +0.05% | — | |
| 21 | CVX | Chevron CORP | 股票-能源 | 1.47% | -0.26% | +5.29% | |
| 22 | HUBB | Hubbell Inc | 股票-工业 | 1.37% | -0.02% | — | |
| 23 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.35% | +0.18% | — | |
| 24 | WM | Waste Management Inc | 股票-工业 | 1.31% | -0.04% | — | |
| 25 | SPGI | S&p Global Inc | 股票-金融 | 1.20% | -0.11% | +17.20% | |
| 26 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.19% | -0.06% | +4.39% | |
| 27 | HD | Home Depot Inc | 股票-周期性消费 | 1.18% | +0.02% | — | |
| 28 | ✓ | Teledyne Technologies | 股票-其他 | 1.15% | -0.01% | — | |
| 29 | ✓ | 股票-其他 | 1.15% | — | +0.51% | ||
| 30 | ✓ | Laboratory Corp. of America | 股票-其他 | 1.15% | +0.16% | — | |
| 31 | CSCO | Cisco Systems, Inc. | 股票-科技 | 1.10% | +0.25% | +0.75% | |
| 32 | GE | General Electric | 股票-工业 | 1.10% | +0.25% | +4.59% | |
| 33 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.09% | -0.13% | — | |
| 34 | NSRGY | Nestle Sa-spons Adr | 股票-其他 | 1.08% | -0.10% | — | |
| 35 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.03% | -0.05% | — | |
| 36 | EMR | Emerson Electric Co | 股票-工业 | 0.95% | +0.05% | +15.92% | |
| 37 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.93% | -0.12% | — | |
| 38 | HII | Huntington Ingalls Industrie | 股票-工业 | 0.91% | -0.24% | — | |
| 39 | ✓ | 股票-其他 | 0.83% | — | — | ||
| 40 | AVGO | Broadcom Inc | 股票-科技 | 0.83% | +0.01% | — | |
| 41 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.83% | -0.10% | — | |
| 42 | PFE | Pfizer Inc | 股票-医疗保健 | 0.80% | -0.14% | -1.03% | |
| 43 | AMAT | Applied Materials Inc | 股票-科技 | 0.77% | +0.56% | — | |
| 44 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.76% | -0.14% | +12.48% | |
| 45 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.74% | -0.04% | — | |
| 46 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.68% | +0.02% | — | |
| 47 | ✓ | 股票-其他 | 0.68% | — | — | ||
| 48 | KRG | Kite Realty Group Trust | 股票-房地产 | 0.68% | +0.03% | — | |
| 49 | EFX | Equifax Inc | 股票-工业 | 0.67% | -0.10% | +5.02% | |
| 50 | ✓ | 股票-其他 | 0.67% | — | +7.15% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | STX | Seagate Technology Holdings plc | +1.5% | — | 不变 |
| 2 | INTC | Intel CORP | +1.4% | +0.26% | 加仓 |
| 3 | ✓ | +0.5% | +1.81% | 加仓 | |
| 4 | XOM | Exxon Mobil CORP | +0.3% | +5.24% | 加仓 |
| 5 | URI | United Rentals Inc | +0.3% | +0.40% | 加仓 |
| 6 | CVX | Chevron CORP | +0.3% | +5.29% | 加仓 |
| 7 | ✓ | +0.3% | +7.15% | 加仓 | |
| 8 | Q | Qnity Electronics Inc | +0.2% | — | 不变 |
| 9 | JNJ | Johnson & Johnson | +0.2% | +2.64% | 加仓 |
| 10 | AMAT | Applied Materials Inc | +0.2% | — | 不变 |
| 11 | WMT | Walmart Inc | +0.2% | — | 不变 |
| 12 | ✓ | Teledyne Technologies | +0.2% | — | 不变 |
| 13 | AMZN | Amazon.com Inc | +0.2% | +0.28% | 加仓 |
| 14 | PWR | Quanta Services Inc | +0.2% | — | 不变 |
| 15 | SCI | Service CORP International | +0.1% | +56.25% | 加仓 |
| 16 | WLK | Westlake CORP | +0.1% | — | 不变 |
| 17 | CAT | Caterpillar Inc | +0.1% | — | 不变 |
| 18 | CSCO | Cisco Systems, Inc. | +0.1% | +0.75% | 加仓 |
| 19 | EMR | Emerson Electric Co | +0.1% | +15.92% | 加仓 |
| 20 | PEP | Pepsico Inc | +0.1% | +12.48% | 加仓 |
| 21 | ✓ | +0.1% | — | 不变 | |
| 22 | DOV | Dover CORP | +0.1% | +6.79% | 加仓 |
| 23 | ✓ | +0.1% | — | 不变 | |
| 24 | HUBB | Hubbell Inc | +0.1% | — | 不变 |
| 25 | NEE | Nextera Energy Inc | +0.1% | — | 不变 |
| 26 | ✓ | +0.1% | — | 不变 | |
| 27 | BNY | Bank Of New York Mellon CORP | 0% | — | 不变 |
| 28 | ✓ | 0% | -9.94% | 减仓 | |
| 29 | DLR | Digital Realty Trust Inc | 0% | — | 不变 |
| 30 | BMY | Bristol-myers Squibb Co | 0% | +6.50% | 加仓 |
| 31 | ✓ | 0% | — | 不变 | |
| 32 | LEA | Lear CORP | 0% | — | 不变 |
| 33 | 6D8 | Dupont De Nemours Inc | 0% | — | 不变 |
| 34 | ✓ | 0% | +6.67% | 加仓 | |
| 35 | ✓ | 0% | — | 不变 | |
| 36 | ✓ | 0% | — | 不变 | |
| 37 | ✓ | 0% | — | 不变 | |
| 38 | ✓ | — | — | 不变 | |
| 39 | KR | Kroger Co | — | — | 不变 |
| 40 | ✓ | — | — | 不变 | |
| 41 | ✓ | — | — | 不变 | |
| 42 | ✓ | IShares Russell 2000 Index | — | — | 不变 |
| 43 | KO | Coca-cola Co/the | — | — | 不变 |
| 44 | IWR | Ishares Russell Mid-cap ETF | — | — | 不变 |
| 45 | YUM | Yum! Brands Inc | — | — | 不变 |
| 46 | BA | Boeing Co/the | — | — | 不变 |
| 47 | CI | The Cigna Group | — | — | 不变 |
| 48 | UNH | Unitedhealth Group Inc | 0% | -3.86% | 减仓 |
| 49 | AMGN | Amgen Inc | 0% | — | 不变 |
| 50 | CVS | Cvs Health CORP | 0% | — | 不变 |
根据 SEC 官方 Form 13F 申报备案，Pettee Investors, Inc. 在 Q1 2026 季度的美股持仓总市值约为 US$2.0亿，共申报了 142 个公开持股仓位。
在 Q1 2026 季度，Pettee Investors, Inc. 按市值排列的前三大核心持股分别为： (7.3%)、JPM (7.3%)、JNJ (5.0%)。其中最大持股仓位 占据整体投资组合约 7.3% 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
NFG
市值: US$95.9万
本季最大获利了结 / 清仓标的
AKAM
前期市值: US$49.5万
在 Q1 2026 季度中，Pettee Investors, Inc. 共进行了 47 项持仓异动，包含新建仓 8 个仓位、加仓 24 个仓位、减仓 11 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 NFG。 本季清仓仓位包含 AKAM。
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。