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: 0001665518
申报总市值
US$4.0亿
US$4.0亿
104 檔
34.5%
Physicians Financial Services, Inc. 在 Q1 2026 季度的美股仓位总计估值为 US$4.0亿，分散于 104 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q1 2026，Physicians Financial Services, Inc. 操作展现出积极扩展与加仓意向。本季共新建仓 3 个新仓位，并对 49 个既有持股进行加仓（合计增持 52 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Physicians Financial Services, Inc. 的前 5 大核心持股（包含 AAPL, NVDA, GOOGL 等）合计占整体申报市值的 34.5%，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 | AAPL | Apple Inc | 股票-科技 | 14.33% | +0.44% | -2.22% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 6.51% | -1.28% | +1.17% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 6.04% | +0.78% | -0.11% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 5.63% | +0.40% | -0.26% | |
| 5 | WMT | Walmart Inc | 股票-非周期性消费 | 5.37% | -0.92% | +0.29% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 4.29% | -0.32% | +2.62% | |
| 7 | CAT | Caterpillar Inc | 股票-工业 | 3.72% | +1.34% | +1.11% | |
| 8 | MA | Mastercard Inc - A | 股票-金融 | 2.47% | -0.16% | +0.28% | |
| 9 | CVX | Chevron CORP | 股票-能源 | 2.22% | -0.63% | +3.87% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.08% | -0.22% | +1.53% | |
| 11 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.91% | -0.29% | +6.71% | |
| 12 | CMI | Cummins Inc | 股票-工业 | 1.82% | +0.37% | +0.98% | |
| 13 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.74% | -0.36% | +1.69% | |
| 14 | AMGN | Amgen Inc | 股票-医疗保健 | 1.64% | -0.11% | -0.44% | |
| 15 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.60% | -0.09% | +1.86% | |
| 16 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.46% | -0.23% | — | |
| 17 | DUK | Duke Energy CORP | 股票-公用事业 | 1.46% | -0.17% | +16.23% | |
| 18 | PH | Parker Hannifin CORP | 股票-工业 | 1.43% | -0.01% | — | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 1.37% | +0.06% | -1.95% | |
| 20 | AVGO | Broadcom Inc | 股票-科技 | 1.32% | +0.14% | -0.19% | |
| 21 | ADP | Automatic Data Processing | 股票-科技 | 1.30% | +0.01% | +3.74% | |
| 22 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.26% | -0.03% | +0.10% | |
| 23 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.25% | +0.30% | +21.28% | |
| 24 | LMT | Lockheed Martin CORP | 股票-工业 | 1.23% | -0.28% | +0.18% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.18% | -0.06% | -0.50% | |
| 26 | HD | Home Depot Inc | 股票-周期性消费 | 1.14% | -0.03% | +7.50% | |
| 27 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.09% | -0.08% | +12.90% | |
| 28 | ORCL | Oracle CORP | 股票-科技 | 0.97% | -0.09% | +0.42% | |
| 29 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.91% | -0.18% | +4.78% | |
| 30 | DE | Deere & Co | 股票-工业 | 0.79% | +0.02% | +3.53% | |
| 31 | RTX | Rtx CORP | 股票-工业 | 0.75% | -0.07% | +1.89% | |
| 32 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.72% | +0.04% | +1.90% | |
| 33 | CSCO | Cisco Systems Inc | 股票-科技 | 0.69% | +0.27% | +0.47% | |
| 34 | IBM | Intl Business Machines CORP | 股票-科技 | 0.67% | +0.04% | +0.73% | |
| 35 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.66% | +0.01% | +5.85% | |
| 36 | GEV | GE Vernova Inc | 股票-工业 | 0.64% | +0.14% | +23.64% | |
| 37 | QCOM | Qualcomm Inc | 股票-科技 | 0.61% | +0.18% | +5.30% | |
| 38 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.61% | +0.07% | — | |
| 39 | FDX | Fedex CORP | 股票-工业 | 0.60% | -0.12% | +1.82% | |
| 40 | MMM | 3m Co | 股票-工业 | 0.59% | — | +3.43% | |
| 41 | HSY | Hershey Co/the | 股票-非周期性消费 | 0.58% | -0.13% | +2.02% | |
| 42 | EQIX | Equinix Inc | 股票-房地产 | 0.53% | -0.02% | — | |
| 43 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.51% | -0.03% | — | |
| 44 | ETN | Eaton Corporation plc | 股票-工业 | 0.50% | +0.04% | -19.36% | |
| 45 | ITW | Illinois Tool Works | 股票-工业 | 0.46% | -0.02% | +1.57% | |
| 46 | AMD | Advanced Micro Devices | 股票-科技 | 0.44% | +0.70% | -0.62% | |
| 47 | TFC | Truist Financial CORP | 股票-金融 | 0.43% | -0.01% | -0.44% | |
| 48 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.40% | +0.01% | +111.39% | |
| 49 | LRCX | Lam Research CORP | 股票-科技 | 0.39% | +0.34% | — | |
| 50 | UNP | Union Pacific CORP | 股票-工业 | 0.38% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | CAT | Caterpillar Inc | +0.8% | +1.11% | 加仓 |
| 2 | CVX | Chevron CORP | +0.7% | +3.87% | 加仓 |
| 3 | WMT | Walmart Inc | +0.7% | +0.29% | 加仓 |
| 4 | COST | Costco Wholesale CORP | +0.4% | +6.71% | 加仓 |
| 5 | DUK | Duke Energy CORP | +0.4% | +16.23% | 加仓 |
| 6 | JNJ | Johnson & Johnson | +0.3% | +1.86% | 加仓 |
| 7 | LMT | Lockheed Martin CORP | +0.3% | +0.18% | 加仓 |
| 8 | GEV | GE Vernova Inc | +0.3% | +23.64% | 加仓 |
| 9 | SBUX | Starbucks CORP | +0.2% | +111.39% | 加仓 |
| 10 | DE | Deere & Co | +0.2% | +3.53% | 加仓 |
| 11 | PG | Procter & Gamble Co/the | +0.2% | +12.90% | 加仓 |
| 12 | CMI | Cummins Inc | +0.2% | +0.98% | 加仓 |
| 13 | AMGN | Amgen Inc | +0.1% | -0.44% | 减仓 |
| 14 | FDX | Fedex CORP | +0.1% | +1.82% | 加仓 |
| 15 | EQIX | Equinix Inc | +0.1% | — | 不变 |
| 16 | PEP | Pepsico Inc | +0.1% | +4.78% | 加仓 |
| 17 | KO | Coca-cola Co/the | +0.1% | +0.10% | 加仓 |
| 18 | APA | Apa CORP | +0.1% | — | 不变 |
| 19 | HSY | Hershey Co/the | +0.1% | +2.02% | 加仓 |
| 20 | MCD | Mcdonald's CORP | +0.1% | +1.69% | 加仓 |
| 21 | LRCX | Lam Research CORP | +0.1% | — | 不变 |
| 22 | AMAT | Applied Materials Inc | +0.1% | +3.19% | 加仓 |
| 23 | LLY | Eli Lilly & Co | +0.1% | +21.28% | 加仓 |
| 24 | RTX | Rtx CORP | +0.1% | +1.89% | 加仓 |
| 25 | NVS | Novartis Ag-sponsored Adr | +0.1% | — | 不变 |
| 26 | MRK | Merck & Co. Inc. | +0.1% | +1.47% | 加仓 |
| 27 | BA | Boeing Co/the | +0.1% | +35.26% | 加仓 |
| 28 | BMY | Bristol-myers Squibb Co | +0.1% | +10.15% | 加仓 |
| 29 | COP | Conocophillips | +0.1% | +7.55% | 加仓 |
| 30 | HD | Home Depot Inc | +0.1% | +7.50% | 加仓 |
| 31 | PH | Parker Hannifin CORP | +0.1% | — | 不变 |
| 32 | XOM | Exxon Mobil CORP | 0% | +9.54% | 加仓 |
| 33 | TGT | Target CORP | 0% | -8.02% | 减仓 |
| 34 | TXN | Texas Instruments Inc | 0% | — | 不变 |
| 35 | ITW | Illinois Tool Works | 0% | +1.57% | 加仓 |
| 36 | XLE | Ss Energy Select Sector | 0% | — | 不变 |
| 37 | NOC | Northrop Grumman CORP | 0% | — | 不变 |
| 38 | PM | Philip Morris International | 0% | +2.25% | 加仓 |
| 39 | UNP | Union Pacific CORP | 0% | — | 不变 |
| 40 | GNRC | Generac Holdings Inc | 0% | — | 不变 |
| 41 | NSC | Norfolk Southern CORP | 0% | +25.81% | 加仓 |
| 42 | PFE | Pfizer Inc | 0% | +2.53% | 加仓 |
| 43 | MAR | Marriott International -cl A | 0% | -0.70% | 减仓 |
| 44 | CSCO | Cisco Systems Inc | 0% | +0.47% | 加仓 |
| 45 | NUE | Nucor CORP | 0% | — | 不变 |
| 46 | CHD | Church & Dwight Co Inc | 0% | -2.81% | 减仓 |
| 47 | NFLX | Netflix Inc | 0% | — | 不变 |
| 48 | VZ | Verizon Communications Inc | 0% | -16.17% | 减仓 |
| 49 | LH | Labcorp Holdings Inc | 0% | — | 不变 |
| 50 | EMR | Emerson Electric Co | 0% | — | 不变 |
根据 SEC 官方 Form 13F 申报备案，Physicians Financial Services, Inc. 在 Q1 2026 季度的美股持仓总市值约为 US$4.0亿，共申报了 104 个公开持股仓位。
在 Q1 2026 季度，Physicians Financial Services, Inc. 按市值排列的前三大核心持股分别为：AAPL (14.3%)、NVDA (6.5%)、GOOGL (6.0%)。其中最大持股仓位 AAPL 占据整体投资组合约 14.3% 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
SO
市值: US$27.0万
本季最大获利了结 / 清仓标的
ADBE
前期市值: US$253.3万
在 Q1 2026 季度中，Physicians Financial Services, Inc. 共进行了 79 项持仓异动，包含新建仓 3 个仓位、加仓 49 个仓位、减仓 21 个仓位以及清仓 6 个仓位。 其中最大新建仓标的为 SO。 本季清仓仓位包含 ADBE。
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。
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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。