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: 0001623678
申报总市值
US$5.0亿
US$5.0亿
173 檔
19.9%
在 Q1 2026 的 13F 官方备案中，Plimoth Trust Co LLC 管理的美股投资组合规模来到 US$5.0亿，整体持股档数为 173 档。
Plimoth Trust Co LLC 在 Q1 2026 进行了结构性的板块轮动与仓位换股。在开立 7 个全新仓位及加仓 67 档持股的同时，亦同步清仓 6 档并减仓 75 档标的。
在资产配置集中度方面，Plimoth Trust Co LLC 的前 5 大核心持股（包含 AAPL, NVDA, MSFT 等）合计占整体申报市值的 19.9%，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 | 6.11% | +0.12% | +1.60% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.05% | +0.12% | +3.10% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.56% | -0.39% | +5.78% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.49% | +0.33% | -1.55% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.06% | +0.09% | +2.91% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.88% | -0.08% | +1.81% | |
| 7 | AMAT | Applied Materials Inc | 股票-科技 | 2.10% | +1.66% | -6.89% | |
| 8 | WMT | Walmart Inc | 股票-非周期性消费 | 2.03% | -0.38% | -4.08% | |
| 9 | XOM | Exxon Mobil CORP | 股票-能源 | 2.02% | -0.56% | +2.78% | |
| 10 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.83% | +0.37% | +4.99% | |
| 11 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.75% | -0.13% | -2.07% | |
| 12 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.70% | -0.14% | -2.17% | |
| 13 | CAT | Caterpillar Inc | 股票-工业 | 1.69% | +0.55% | -3.09% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.60% | -0.19% | +0.43% | |
| 15 | RTX | Rtx CORP | 股票-工业 | 1.47% | -0.17% | -1.70% | |
| 16 | AVGO | Broadcom Inc | 股票-科技 | 1.39% | +0.20% | +10.69% | |
| 17 | CVX | Chevron CORP | 股票-能源 | 1.36% | -0.39% | -0.80% | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 1.32% | +0.02% | -4.59% | |
| 19 | IQLT | Ishares Msci International Q | ETF-其他 | 1.31% | -0.06% | +1.48% | |
| 20 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.20% | -0.27% | -2.66% | |
| 21 | DELL | Dell Technologies -c | 股票-科技 | 1.20% | +1.53% | +24.60% | |
| 22 | CB | Chubb Limited | 股票-金融 | 1.11% | -0.08% | -2.91% | |
| 23 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.10% | -0.07% | +9.36% | |
| 24 | CRM | Salesforce Inc | 股票-科技 | 1.08% | -0.24% | +11.60% | |
| 25 | PGX | Invesco Preferred ETF | ETF-其他 | 1.07% | -0.08% | +0.15% | |
| 26 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.06% | -0.17% | -6.45% | |
| 27 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.06% | +0.26% | -6.41% | |
| 28 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.05% | -0.11% | +0.02% | |
| 29 | T | At&t Inc | 股票-通信服务 | 1.03% | -0.39% | -1.93% | |
| 30 | DUK | Duke Energy CORP | 股票-公用事业 | 1.01% | -0.15% | +1.02% | |
| 31 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.98% | -0.16% | -2.84% | |
| 32 | QCOM | Qualcomm Inc | 股票-科技 | 0.96% | -0.05% | -17.06% | |
| 33 | BAC | Bank Of America CORP | 股票-金融 | 0.95% | +0.05% | +4.88% | |
| 34 | ETN | Eaton Corporation plc | 股票-工业 | 0.95% | +0.07% | +3.84% | |
| 35 | AMGN | Amgen Inc | 股票-医疗保健 | 0.92% | -0.08% | -2.13% | |
| 36 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.92% | — | -2.39% | |
| 37 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.88% | +0.07% | -2.45% | |
| 38 | GE | General Electric | 股票-工业 | 0.87% | +0.10% | -0.15% | |
| 39 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.85% | -0.13% | -0.94% | |
| 40 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.85% | -0.04% | -1.28% | |
| 41 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.84% | +0.06% | +23.51% | |
| 42 | AXP | American Express Co | 股票-金融 | 0.84% | +0.02% | +6.31% | |
| 43 | LIN | Linde plc | 股票-原材料 | 0.82% | -0.04% | +2.71% | |
| 44 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.81% | +0.74% | +16.47% | |
| 45 | UNP | Union Pacific CORP | 股票-工业 | 0.77% | — | +0.41% | |
| 46 | SYK | Stryker CORP | 股票-医疗保健 | 0.76% | -0.10% | +12.45% | |
| 47 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.75% | +0.03% | -1.35% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.73% | -0.05% | -2.72% | |
| 49 | TMUS | T-mobile US Inc | 股票-通信服务 | 0.70% | -0.17% | +7.03% | |
| 50 | EMR | Emerson Electric Co | 股票-工业 | 0.69% | — | +2.03% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +0.6% | +2.78% | 加仓 |
| 2 | DELL | Dell Technologies -c | +0.5% | +24.60% | 加仓 |
| 3 | AMAT | Applied Materials Inc | +0.4% | -6.89% | 减仓 |
| 4 | CVX | Chevron CORP | +0.4% | -0.80% | 减仓 |
| 5 | CAT | Caterpillar Inc | +0.3% | -3.09% | 减仓 |
| 6 | JNJ | Johnson & Johnson | +0.2% | -2.17% | 减仓 |
| 7 | MRK | Merck & Co. Inc. | +0.2% | -2.07% | 减仓 |
| 8 | GEV | GE Vernova Inc | +0.2% | — | 不变 |
| 9 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +23.51% | 加仓 |
| 10 | VZ | Verizon Communications Inc | +0.2% | +5.29% | 加仓 |
| 11 | NFLX | Netflix Inc | +0.2% | +53.72% | 加仓 |
| 12 | ETN | Eaton Corporation plc | +0.1% | +3.84% | 加仓 |
| 13 | WMT | Walmart Inc | +0.1% | -4.08% | 减仓 |
| 14 | LIN | Linde plc | +0.1% | +2.71% | 加仓 |
| 15 | T | At&t Inc | +0.1% | -1.93% | 减仓 |
| 16 | DUK | Duke Energy CORP | +0.1% | +1.02% | 加仓 |
| 17 | EFA | Ishares Msci Eafe ETF | +0.1% | +102.66% | 加仓 |
| 18 | NEE | Nextera Energy Inc | +0.1% | -6.45% | 减仓 |
| 19 | PLTR | Palantir Technologies Inc-a | +0.1% | +77.46% | 加仓 |
| 20 | TMUS | T-mobile US Inc | +0.1% | +7.03% | 加仓 |
| 21 | LMT | Lockheed Martin CORP | +0.1% | +9.54% | 加仓 |
| 22 | WM | Waste Management Inc | +0.1% | +9.16% | 加仓 |
| 23 | KO | Coca-cola Co/the | +0.1% | -1.28% | 减仓 |
| 24 | RTX | Rtx CORP | +0.1% | -1.70% | 减仓 |
| 25 | BMY | Bristol-myers Squibb Co | +0.1% | +2.64% | 加仓 |
| 26 | AMGN | Amgen Inc | +0.1% | -2.13% | 减仓 |
| 27 | IRM | Iron Mountain Inc | +0.1% | — | 不变 |
| 28 | ED | Consolidated Edison Inc | +0.1% | +2.25% | 加仓 |
| 29 | EEMV | Ishares Msci Emg Mkt Min Vol | +0.1% | +7.77% | 加仓 |
| 30 | ETR | Entergy CORP | 0% | -0.76% | 减仓 |
| 31 | IQLT | Ishares Msci International Q | 0% | +1.48% | 加仓 |
| 32 | SCCO | Southern Copper CORP | 0% | +0.16% | 加仓 |
| 33 | UNP | Union Pacific CORP | 0% | +0.41% | 加仓 |
| 34 | PEP | Pepsico Inc | 0% | -2.06% | 减仓 |
| 35 | SYK | Stryker CORP | 0% | +12.45% | 加仓 |
| 36 | XLE | Ss Energy Select Sector | 0% | +16.08% | 加仓 |
| 37 | PFE | Pfizer Inc | 0% | +0.65% | 加仓 |
| 38 | COP | Conocophillips | 0% | — | 不变 |
| 39 | PSX | Phillips 66 | 0% | — | 不变 |
| 40 | MO | Altria Group Inc | 0% | +3.69% | 加仓 |
| 41 | DRI | Darden Restaurants Inc | 0% | -1.17% | 减仓 |
| 42 | SO | Southern Co/the | 0% | +4.13% | 加仓 |
| 43 | DWM | Wisdomtree International Equ | 0% | +5.30% | 加仓 |
| 44 | HON | Honeywell International Inc | 0% | -0.95% | 减仓 |
| 45 | GILD | Gilead Sciences Inc | 0% | — | 不变 |
| 46 | EXC | Exelon CORP | 0% | +2.60% | 加仓 |
| 47 | GLD | Spdr Gold Shares | 0% | — | 不变 |
| 48 | CI | THE Cigna Group | 0% | +7.38% | 加仓 |
| 49 | MCHP | Microchip Technology Inc | 0% | +10.45% | 加仓 |
| 50 | CB | Chubb Limited | 0% | -2.91% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Plimoth Trust Co LLC 在 Q1 2026 季度的美股持仓总市值约为 US$5.0亿，共申报了 173 个公开持股仓位。
在 Q1 2026 季度，Plimoth Trust Co LLC 按市值排列的前三大核心持股分别为：AAPL (6.1%)、NVDA (5.0%)、MSFT (4.6%)。其中最大持股仓位 AAPL 占据整体投资组合约 6.1% 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
MA
市值: US$149.9万
本季最大获利了结 / 清仓标的
ACN
前期市值: US$37.5万
在 Q1 2026 季度中，Plimoth Trust Co LLC 共进行了 155 项持仓异动，包含新建仓 7 个仓位、加仓 67 个仓位、减仓 75 个仓位以及清仓 6 个仓位。 其中最大新建仓标的为 MA。 本季清仓仓位包含 ACN。
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。