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: 0001730815
申报总市值
US$4.7亿
US$4.7亿
153 檔
26.0%
截至 Q1 2026 季度末，Poehling Capital Management, INC. 的美股持仓估值约为 US$4.7亿，全数申报仓位共有 153 档。
Poehling Capital Management, INC. 在 Q1 2026 进行了结构性的板块轮动与仓位换股。在开立 19 个全新仓位及加仓 43 档持股的同时，亦同步清仓 7 档并减仓 63 档标的。
在资产配置集中度方面，Poehling Capital Management, INC. 的前 5 大核心持股（包含 FRFHF, BRK-B, MKL 等）合计占整体申报市值的 26.0%，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 | FRFHF | Fairfax Financial Hldgs LTD | 股票-其他 | 6.69% | -6.69% | EXIT | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 6.02% | +0.62% | +1.46% | |
| 3 | MKL | Markel Group Inc | 股票-金融 | 5.41% | +0.31% | +1.60% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.88% | +0.92% | -0.60% | |
| 5 | SCHW | Schwab (charles) CORP | 股票-金融 | 3.49% | +0.07% | -0.07% | |
| 6 | FISV | Fiserv Inc | 股票-其他 | 2.64% | -0.07% | +8.64% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 2.51% | +0.42% | +2.84% | |
| 8 | PEP | Pepsico Inc | 股票-非周期性消费 | 2.49% | -0.27% | +8.22% | |
| 9 | WFC | Wells Fargo & Co | 股票-金融 | 2.31% | +0.19% | -0.43% | |
| 10 | CNNE | Cannae Holdings Inc | 股票-其他 | 2.28% | +0.69% | +46.42% | |
| 11 | ✓ | 股票-其他 | 2.16% | -2.16% | EXIT | ||
| 12 | VTRS | Viatris Inc | 股票-医疗保健 | 1.92% | +0.37% | -0.39% | |
| 13 | HSY | Hershey Co/the | 股票-非周期性消费 | 1.56% | -0.23% | -3.08% | |
| 14 | MA | Mastercard Inc - A | 股票-金融 | 1.53% | +0.08% | -0.23% | |
| 15 | DEO | Diageo Plc-sponsored Adr | 股票-非周期性消费 | 1.52% | +0.08% | +2.73% | |
| 16 | C | Citigroup Inc | 股票-金融 | 1.49% | +0.37% | -0.04% | |
| 17 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.48% | +0.16% | -0.13% | |
| 18 | BTI | British American Tob-sp Adr | 股票-非周期性消费 | 1.47% | +0.11% | -0.48% | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 1.41% | +0.22% | -0.32% | |
| 20 | MSFT | Microsoft CORP | 股票-科技 | 1.37% | +0.03% | +1.87% | |
| 21 | OXY | Occidental Petroleum CORP | 股票-能源 | 1.35% | -0.31% | -0.42% | |
| 22 | IVZ | Invesco Ltd. | 股票-金融 | 1.29% | +0.13% | -0.15% | |
| 23 | MPC | Marathon Petroleum CORP | 股票-能源 | 1.25% | +0.07% | -0.46% | |
| 24 | CRM | Salesforce Inc | 股票-科技 | 1.24% | +0.18% | +235.16% | |
| 25 | MDT | Medtronic plc | 股票-医疗保健 | 1.16% | -0.10% | -0.37% | |
| 26 | PSKY | Paramount Skydance Cl B | 股票-通信服务 | 1.15% | +0.15% | -5.21% | |
| 27 | JEF | Jefferies Financial Group In | 股票-金融 | 1.07% | +0.24% | -0.30% | |
| 28 | AMG | Affiliated Managers Group | 股票-金融 | 1.06% | +0.25% | -0.07% | |
| 29 | PBR | Petroleo Brasileiro-spon Adr | 股票-能源 | 1.05% | -0.21% | +0.79% | |
| 30 | JXN | Jackson Financial Inc-a | 股票-金融 | 1.04% | -0.07% | -1.47% | |
| 31 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 1.02% | -0.21% | +3.09% | |
| 32 | AIG | American International Group | 股票-金融 | 1.00% | +0.01% | +111.85% | |
| 33 | TGT | Target CORP | 股票-周期性消费 | 1.00% | +0.09% | +1.86% | |
| 34 | MMM | 3m Co | 股票-工业 | 0.99% | +0.12% | -3.41% | |
| 35 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.97% | -0.81% | -0.37% | |
| 36 | STZ | Constellation Brands Inc-a | 股票-非周期性消费 | 0.96% | -0.02% | +0.57% | |
| 37 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.95% | +0.01% | -0.04% | |
| 38 | JAZZ | Jazz Pharmaceuticals plc | 股票-医疗保健 | 0.90% | +0.23% | -0.22% | |
| 39 | NSRGY | Nestle Sa-spons Adr | 股票-其他 | 0.89% | -0.89% | EXIT | |
| 40 | DINO | Hf Sinclair CORP | 股票-能源 | 0.87% | +0.11% | -0.17% | |
| 41 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.82% | -0.04% | +8.00% | |
| 42 | SLB | Slb LTD | 股票-能源 | 0.81% | -0.06% | +65.08% | |
| 43 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.76% | +0.09% | -6.59% | |
| 44 | KDP | Keurig Dr Pepper Inc | 股票-非周期性消费 | 0.70% | +0.12% | +0.77% | |
| 45 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.69% | -0.03% | -0.46% | |
| 46 | ADBE | Adobe Inc | 股票-科技 | 0.68% | -0.15% | +1564.65% | |
| 47 | CNC | Centene CORP | 股票-医疗保健 | 0.67% | +0.66% | +0.47% | |
| 48 | KKR | KKR & Co. Inc. | 股票-金融 | 0.61% | -0.61% | EXIT | |
| 49 | NVDA | Nvidia CORP | 股票-科技 | 0.61% | +0.16% | +17.37% | |
| 50 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.60% | -0.60% | EXIT |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | CRM | Salesforce Inc | +0.7% | +235.16% | 加仓 |
| 2 | ADBE | Adobe Inc | +0.6% | +1564.65% | 加仓 |
| 3 | OXY | Occidental Petroleum CORP | +0.5% | -0.42% | 减仓 |
| 4 | AIG | American International Group | +0.5% | +111.85% | 加仓 |
| 5 | PBR | Petroleo Brasileiro-spon Adr | +0.5% | +0.79% | 加仓 |
| 6 | SLB | Slb LTD | +0.5% | +65.08% | 加仓 |
| 7 | MPC | Marathon Petroleum CORP | +0.4% | -0.46% | 减仓 |
| 8 | PEP | Pepsico Inc | +0.4% | +8.22% | 加仓 |
| 9 | NSRGY | Nestle Sa-spons Adr | +0.4% | +67.12% | 加仓 |
| 10 | DINO | Hf Sinclair CORP | +0.3% | -0.17% | 减仓 |
| 11 | TGT | Target CORP | +0.2% | +1.86% | 加仓 |
| 12 | HSY | Hershey Co/the | +0.2% | -3.08% | 减仓 |
| 13 | VTRS | Viatris Inc | +0.2% | -0.39% | 减仓 |
| 14 | CNNE | Cannae Holdings Inc | +0.2% | +46.42% | 加仓 |
| 15 | TROW | T Rowe Price Group Inc | +0.2% | +54.05% | 加仓 |
| 16 | CTRA | Coterra Energy Inc | +0.1% | +0.30% | 加仓 |
| 17 | ✓ | +0.1% | +0.37% | 加仓 | |
| 18 | FTI | TechnipFMC plc | +0.1% | -2.76% | 减仓 |
| 19 | GNRC | Generac Holdings Inc | +0.1% | -4.72% | 减仓 |
| 20 | PSX | Phillips 66 | +0.1% | -0.83% | 减仓 |
| 21 | JAZZ | Jazz Pharmaceuticals plc | +0.1% | -0.22% | 减仓 |
| 22 | STZ | Constellation Brands Inc-a | +0.1% | +0.57% | 加仓 |
| 23 | CNH | CNH Industrial N.V. | +0.1% | -0.07% | 减仓 |
| 24 | XLE | Ss Energy Select Sector | +0.1% | +96.23% | 加仓 |
| 25 | BMY | Bristol-myers Squibb Co | +0.1% | -0.46% | 减仓 |
| 26 | BP | Bp Plc-spons Adr | +0.1% | -0.29% | 减仓 |
| 27 | BTI | British American Tob-sp Adr | +0.1% | -0.48% | 减仓 |
| 28 | SHEL | Shell Plc-adr | +0.1% | -1.41% | 减仓 |
| 29 | TAP | Molson Coors Beverage Co - B | +0.1% | +44.81% | 加仓 |
| 30 | NVDA | Nvidia CORP | +0.1% | +17.37% | 加仓 |
| 31 | MO | Altria Group Inc | +0.1% | -0.51% | 减仓 |
| 32 | COST | Costco Wholesale CORP | +0.1% | +17.57% | 加仓 |
| 33 | JNJ | Johnson & Johnson | +0.1% | -0.03% | 减仓 |
| 34 | GOOGL | Alphabet Inc-cl A | +0.1% | +32.72% | 加仓 |
| 35 | DE | Deere & Co | 0% | — | 不变 |
| 36 | FAST | Fastenal Co | 0% | +1.92% | 加仓 |
| 37 | LRCXEUR | Lam Research CORP | 0% | — | 不变 |
| 38 | IEO | Ishares U.s. Oil & Gas Explo | 0% | — | 不变 |
| 39 | CARR | Carrier Global CORP | 0% | -0.45% | 减仓 |
| 40 | PFE | Pfizer Inc | 0% | -0.36% | 减仓 |
| 41 | BNY | Bank Of New York Mellon CORP | 0% | -0.90% | 减仓 |
| 42 | AMD | Advanced Micro Devices | 0% | +26.25% | 加仓 |
| 43 | CRAK | Vaneck Oil Refiners ETF | 0% | -1.13% | 减仓 |
| 44 | WMT | Walmart Inc | 0% | — | 不变 |
| 45 | NFLX | Netflix Inc | 0% | — | 不变 |
| 46 | VYM | Vanguard High Dvd Yield ETF | 0% | — | 不变 |
| 47 | SJM | Jm Smucker Co/the | 0% | +0.96% | 加仓 |
| 48 | JXN | Jackson Financial Inc-a | 0% | -1.47% | 减仓 |
| 49 | CBRL | Cracker Barrel Old Country | 0% | +4.91% | 加仓 |
| 50 | NEE | Nextera Energy Inc | 0% | — | 不变 |
根据 SEC 官方 Form 13F 申报备案，Poehling Capital Management, INC. 在 Q1 2026 季度的美股持仓总市值约为 US$4.7亿，共申报了 153 个公开持股仓位。
在 Q1 2026 季度，Poehling Capital Management, INC. 按市值排列的前三大核心持股分别为：FRFHF (6.7%)、BRK-B (6.0%)、MKL (5.4%)。其中最大持股仓位 FRFHF 占据整体投资组合约 6.7% 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
FDS
市值: US$170.9万
本季最大获利了结 / 清仓标的
SBUX
前期市值: US$188.5万
在 Q1 2026 季度中，Poehling Capital Management, INC. 共进行了 132 项持仓异动，包含新建仓 19 个仓位、加仓 43 个仓位、减仓 63 个仓位以及清仓 7 个仓位。 其中最大新建仓标的为 FDS。 本季清仓仓位包含 SBUX。
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。