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$4.9亿
US$4.9亿
166 檔
22.7%
Q2 2026 季度申报显示，Poehling Capital Management, INC. 披露的美股组合总市值为 US$4.9亿，涵盖 166 个不同之权益投资仓位。
Poehling Capital Management, INC. 在 Q2 2026 进行了结构性的板块轮动与仓位换股。在开立 31 个全新仓位及加仓 46 档持股的同时，亦同步清仓 18 档并减仓 69 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 BRK-B, MKL, GOOG 等）合计占整体申报市值的 22.7%，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 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 6.64% | -0.29% | +3.59% | |
| 2 | MKL | Markel Group Inc | 股票-金融 | 5.72% | -0.77% | +1.67% | |
| 3 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 4.80% | -0.42% | -1.54% | |
| 4 | SCHW | Schwab (charles) CORP | 股票-金融 | 3.56% | +0.04% | +1.94% | |
| 5 | CNNE | Cannae Holdings Inc | 股票-其他 | 2.97% | +0.04% | +0.62% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 2.93% | +0.31% | +0.47% | |
| 7 | FISV | Fiserv Inc | 股票-其他 | 2.57% | -1.20% | +8.99% | |
| 8 | WFC | Wells Fargo & Co | 股票-金融 | 2.50% | -0.19% | +2.44% | |
| 9 | VTRS | Viatris Inc | 股票-医疗保健 | 2.29% | +0.15% | -0.35% | |
| 10 | PEP | Pepsico Inc | 股票-非周期性消费 | 2.22% | -0.20% | +0.62% | |
| 11 | C | Citigroup Inc | 股票-金融 | 1.86% | -0.23% | -0.86% | |
| 12 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.64% | — | -5.30% | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 1.63% | -0.01% | -0.29% | |
| 14 | MA | Mastercard Inc - A | 股票-金融 | 1.60% | +0.04% | +0.35% | |
| 15 | DEO | Diageo Plc-sponsored Adr | 股票-非周期性消费 | 1.60% | +0.09% | -4.36% | |
| 16 | BTI | British American Tob-sp Adr | 股票-非周期性消费 | 1.58% | -0.24% | -0.41% | |
| 17 | IVZ | Invesco Ltd. | 股票-金融 | 1.42% | +0.12% | -0.62% | |
| 18 | CRM | Salesforce Inc | 股票-科技 | 1.42% | +0.61% | +33.91% | |
| 19 | MSFT | Microsoft CORP | 股票-科技 | 1.40% | +0.43% | -0.56% | |
| 20 | CNC | Centene CORP | 股票-医疗保健 | 1.33% | -0.11% | -0.59% | |
| 21 | HSY | Hershey Co/the | 股票-非周期性消费 | 1.33% | -0.19% | -0.79% | |
| 22 | MPC | Marathon Petroleum CORP | 股票-能源 | 1.32% | +0.64% | -0.29% | |
| 23 | JEF | Jefferies Financial Group In | 股票-金融 | 1.31% | -0.17% | -0.23% | |
| 24 | AMG | Affiliated Managers Group | 股票-金融 | 1.31% | +0.04% | -0.80% | |
| 25 | PSKY | Paramount Skydance Cl B | 股票-通信服务 | 1.30% | -0.57% | +1.75% | |
| 26 | JAZZ | Jazz Pharmaceuticals plc | 股票-医疗保健 | 1.13% | -0.10% | -3.30% | |
| 27 | MMM | 3m Co | 股票-工业 | 1.11% | -0.03% | -0.83% | |
| 28 | TGT | Target CORP | 股票-周期性消费 | 1.09% | -0.67% | -0.39% | |
| 29 | MDT | Medtronic plc | 股票-医疗保健 | 1.06% | +0.12% | -0.43% | |
| 30 | OXY | Occidental Petroleum CORP | 股票-能源 | 1.04% | +0.09% | +0.55% | |
| 31 | AIG | American International Group | 股票-金融 | 1.01% | +0.07% | +0.65% | |
| 32 | DINO | Hf Sinclair CORP | 股票-能源 | 0.98% | +0.45% | -0.57% | |
| 33 | JXN | Jackson Financial Inc-a | 股票-金融 | 0.97% | +0.17% | -4.77% | |
| 34 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.96% | +0.10% | -0.91% | |
| 35 | STZ | Constellation Brands Inc-a | 股票-非周期性消费 | 0.94% | -0.41% | +3.37% | |
| 36 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.85% | -0.02% | -5.18% | |
| 37 | DHR | Danaher CORP | 股票-医疗保健 | 0.85% | +0.10% | — | |
| 38 | PBR | Petroleo Brasileiro-spon Adr | 股票-能源 | 0.84% | +0.21% | +0.01% | |
| 39 | KDP | Keurig Dr Pepper Inc | 股票-非周期性消费 | 0.82% | -0.06% | -6.52% | |
| 40 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.81% | -0.13% | -0.83% | |
| 41 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.81% | +0.08% | +1.72% | |
| 42 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.78% | +0.18% | -5.45% | |
| 43 | NVDA | Nvidia CORP | 股票-科技 | 0.77% | +0.07% | +7.68% | |
| 44 | SLB | Slb LTD | 股票-能源 | 0.75% | +0.03% | +0.39% | |
| 45 | TROW | T Rowe Price Group Inc | 股票-金融 | 0.73% | -0.08% | +0.98% | |
| 46 | BAC | Bank Of America CORP | 股票-金融 | 0.69% | -0.06% | -0.09% | |
| 47 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.66% | +0.02% | -0.44% | |
| 48 | SPHR | Sphere Entertainment Co | 股票-通信服务 | 0.65% | -0.17% | -8.01% | |
| 49 | KKR | Kkr & Co Inc | 股票-金融 | 0.62% | -0.04% | — | |
| 50 | NFLX | Netflix Inc | 股票-通信服务 | 0.62% | -0.02% | +103.86% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +0.9% | -1.54% | 减仓 |
| 2 | DHR | Danaher CORP | +0.9% | NEW | 新建仓 |
| 3 | CNNE | Cannae Holdings Inc | +0.7% | +0.62% | 加仓 |
| 4 | CNC | Centene CORP | +0.7% | -0.59% | 减仓 |
| 5 | KKR | Kkr & Co Inc | +0.6% | NEW | 新建仓 |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | +0.6% | +3.59% | 加仓 |
| 7 | BRO | Brown & Brown Inc | +0.5% | NEW | 新建仓 |
| 8 | INTU | Intuit Inc | +0.5% | NEW | 新建仓 |
| 9 | AAPL | Apple Inc | +0.4% | +0.47% | 加仓 |
| 10 | DVN | Devon Energy CORP | +0.4% | NEW | 新建仓 |
| 11 | AJG | Arthur J Gallagher & Co | +0.4% | NEW | 新建仓 |
| 12 | C | Citigroup Inc | +0.4% | -0.86% | 减仓 |
| 13 | VTRS | Viatris Inc | +0.4% | -0.35% | 减仓 |
| 14 | LRCX | Lam Research CORP | +0.3% | NEW | 新建仓 |
| 15 | MKL | Markel Group Inc | +0.3% | +1.67% | 加仓 |
| 16 | UNH | Unitedhealth Group Inc | +0.3% | -0.83% | 减仓 |
| 17 | MU | Micron Technology Inc | +0.3% | -6.68% | 减仓 |
| 18 | AMG | Affiliated Managers Group | +0.3% | -0.80% | 减仓 |
| 19 | JEF | Jefferies Financial Group In | +0.2% | -0.23% | 减仓 |
| 20 | JAZZ | Jazz Pharmaceuticals plc | +0.2% | -3.30% | 减仓 |
| 21 | NFLX | Netflix Inc | +0.2% | +103.86% | 加仓 |
| 22 | V | Visa Inc-class A Shares | +0.2% | -0.29% | 减仓 |
| 23 | AMD | Advanced Micro Devices | +0.2% | -18.25% | 减仓 |
| 24 | GLW | Corning Inc | +0.2% | NEW | 新建仓 |
| 25 | WFC | Wells Fargo & Co | +0.2% | +2.44% | 加仓 |
| 26 | KMB | Kimberly-clark CORP | +0.2% | +37.33% | 加仓 |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +191.13% | 加仓 |
| 28 | SPHR | Sphere Entertainment Co | +0.2% | -8.01% | 减仓 |
| 29 | CRM | Salesforce Inc | +0.2% | +33.91% | 加仓 |
| 30 | ZTS | Zoetis Inc | +0.2% | NEW | 新建仓 |
| 31 | TROW | T Rowe Price Group Inc | +0.2% | +0.98% | 加仓 |
| 32 | NVDA | Nvidia CORP | +0.2% | +7.68% | 加仓 |
| 33 | AMZN | Amazon.com Inc | +0.2% | -5.30% | 减仓 |
| 34 | CARR | Carrier Global CORP | +0.2% | -0.64% | 减仓 |
| 35 | PSKY | Paramount Skydance Cl B | +0.2% | +1.75% | 加仓 |
| 36 | IVZ | Invesco Ltd. | +0.1% | -0.62% | 减仓 |
| 37 | KDP | Keurig Dr Pepper Inc | +0.1% | -6.52% | 减仓 |
| 38 | BEN | Franklin Resources Inc | +0.1% | -0.94% | 减仓 |
| 39 | MMM | 3m Co | +0.1% | -0.83% | 减仓 |
| 40 | MRVL | Marvell Technology Inc | +0.1% | NEW | 新建仓 |
| 41 | BAC | Bank Of America CORP | +0.1% | -0.09% | 减仓 |
| 42 | DINO | Hf Sinclair CORP | +0.1% | -0.57% | 减仓 |
| 43 | BTI | British American Tob-sp Adr | +0.1% | -0.41% | 减仓 |
| 44 | CLX | Clorox Company | +0.1% | +118.05% | 加仓 |
| 45 | AMAT | Applied Materials Inc | +0.1% | — | 不变 |
| 46 | SJM | Jm Smucker Co/the | +0.1% | +2.44% | 加仓 |
| 47 | GOOGL | Alphabet Inc-cl A | +0.1% | +14.26% | 加仓 |
| 48 | TGT | Target CORP | +0.1% | -0.39% | 减仓 |
| 49 | SCHX | Schwab US Large-cap ETF | +0.1% | -5.18% | 减仓 |
| 50 | CBRL | Cracker Barrel Old Country | +0.1% | +8.87% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Poehling Capital Management, INC. 在 Q2 2026 季度的美股持仓总市值约为 US$4.9亿，共申报了 166 个公开持股仓位。
在 Q2 2026 季度，Poehling Capital Management, INC. 按市值排列的前三大核心持股分别为：BRK-B (6.6%)、MKL (5.7%)、GOOG (4.8%)。其中最大持股仓位 BRK-B 占据整体投资组合约 6.6% 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
DHR
市值: US$395.1万
本季最大获利了结 / 清仓标的
FRFHF
前期市值: US$3177.6万
在 Q2 2026 季度中，Poehling Capital Management, INC. 共进行了 164 项持仓异动，包含新建仓 31 个仓位、加仓 46 个仓位、减仓 69 个仓位以及清仓 18 个仓位。 其中最大新建仓标的为 DHR。 本季清仓仓位包含 FRFHF。
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。