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: 0002011668
申报总市值
US$2.1亿
US$2.1亿
98 檔
18.6%
Q2 2026 季度申报显示，Pullen Investment Management, LLC 披露的美股组合总市值为 US$2.1亿，涵盖 98 个不同之权益投资仓位。
在 Q2 2026，Pullen Investment Management, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 11 个新仓位，并对 55 个既有持股进行加仓（合计增持 66 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Pullen Investment Management, LLC 的前 5 大核心持股（包含 VOO, VTI, MSGS 等）合计占整体申报市值的 18.6%，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 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 6.02% | +0.09% | +0.62% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 5.03% | -0.04% | +0.73% | |
| 3 | MSGS | Madison Square Garden Sports | 股票-通信服务 | 2.39% | +0.08% | +0.18% | |
| 4 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 2.34% | +0.03% | -0.24% | |
| 5 | KEX | Kirby CORP | 股票-工业 | 2.23% | — | -0.03% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.12% | +0.12% | -0.36% | |
| 7 | FCFS | Firstcash Holdings Inc | 股票-金融 | 2.05% | -0.72% | +0.07% | |
| 8 | ARCB | Arcbest CORP | 股票-其他 | 1.92% | -0.15% | +0.46% | |
| 9 | DRVN | Driven Brands Holdings Inc | 股票-其他 | 1.87% | -0.26% | +48.36% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.84% | +0.09% | -1.06% | |
| 11 | LPX | Louisiana-pacific CORP | 股票-工业 | 1.80% | -1.80% | EXIT | |
| 12 | AGM | Federal Agric Mtg Corp-cl C | 股票-其他 | 1.75% | +0.14% | +2.40% | |
| 13 | CVX | Chevron CORP | 股票-能源 | 1.75% | -0.67% | -10.81% | |
| 14 | FTDR | Frontdoor Inc | 股票-周期性消费 | 1.72% | -0.04% | — | |
| 15 | INGM | Ingram Micro Holding CORP | 股票-其他 | 1.69% | +0.03% | +22.16% | |
| 16 | NEM | Newmont CORP | 股票-原材料 | 1.69% | -0.25% | -1.88% | |
| 17 | AZZ | Azz Inc | 股票-工业 | 1.67% | +0.02% | -0.09% | |
| 18 | OLLI | Ollie's Bargain Outlet Holdi | 股票-非周期性消费 | 1.65% | +0.26% | +221.44% | |
| 19 | TTI | Tetra Technologies Inc | 股票-其他 | 1.65% | -0.76% | +0.17% | |
| 20 | SENEA | Seneca Foods CORP - Cl A | 股票-其他 | 1.62% | +0.10% | +0.31% | |
| 21 | MSFT | Microsoft CORP | 股票-科技 | 1.55% | +0.64% | -0.40% | |
| 22 | ASO | Academy Sports & Outdoors In | 股票-周期性消费 | 1.48% | +0.06% | — | |
| 23 | THG | Hanover Insurance Group Inc/ | 股票-金融 | 1.44% | -0.76% | -0.23% | |
| 24 | BBSI | Barrett Business Svcs Inc | 股票-其他 | 1.44% | -0.17% | — | |
| 25 | B | Barrick Mining CORP | 股票-原材料 | 1.42% | +0.20% | -2.06% | |
| 26 | DNOW | Dnow Inc | 股票-其他 | 1.38% | +0.33% | +0.26% | |
| 27 | WNC | Wabash National CORP | 股票-其他 | 1.36% | +0.05% | +1.42% | |
| 28 | MSA | Msa Safety Inc | 股票-工业 | 1.33% | +0.08% | +0.66% | |
| 29 | CSCO | Cisco Systems Inc | 股票-科技 | 1.33% | -0.06% | +0.65% | |
| 30 | CRD-A | Crawford & Company -cl A | 股票-其他 | 1.33% | +0.19% | -0.05% | |
| 31 | SO | Southern Co/the | 股票-公用事业 | 1.31% | -0.12% | +1.05% | |
| 32 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.22% | +0.09% | +0.35% | |
| 33 | ALL | Allstate CORP | 股票-金融 | 1.17% | -0.63% | +0.12% | |
| 34 | HD | Home Depot Inc | 股票-周期性消费 | 1.16% | -0.20% | +68.00% | |
| 35 | MPC | Marathon Petroleum CORP | 股票-能源 | 1.16% | +0.69% | -0.23% | |
| 36 | ALG | Alamo Group Inc | 股票-其他 | 1.15% | -0.03% | +68.94% | |
| 37 | PNC | Pnc Financial Services Group | 股票-金融 | 1.11% | -0.08% | +0.35% | |
| 38 | CNX | Cnx Resources CORP | 股票-能源 | 1.08% | -0.05% | -0.01% | |
| 39 | FOXF | Fox Factory Holding CORP | 股票-其他 | 1.07% | +0.14% | — | |
| 40 | SCL | Stepan Co | 股票-其他 | 1.06% | +0.17% | +1.76% | |
| 41 | LINC | Lincoln Educational Services | 股票-其他 | 1.04% | -0.48% | -76.13% | |
| 42 | ODFL | Old Dominion Freight Line | 股票-工业 | 0.97% | -0.16% | +0.86% | |
| 43 | PSN | Parsons CORP | 股票-科技 | 0.93% | -0.93% | EXIT | |
| 44 | TBCH | Turtle Beach CORP | 股票-其他 | 0.93% | +0.25% | +1.07% | |
| 45 | GPK | Graphic Packaging Holding Co | 股票-周期性消费 | 0.85% | -0.10% | -0.16% | |
| 46 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.81% | +0.07% | +1.77% | |
| 47 | LH | Labcorp Holdings Inc | 股票-医疗保健 | 0.81% | +0.11% | -0.13% | |
| 48 | SSTI | Soundthinking Inc | 股票-其他 | 0.81% | -0.04% | +3.25% | |
| 49 | MNRO | Monro Inc | 股票-其他 | 0.79% | -0.79% | EXIT | |
| 50 | IBKR | Interactive Brokers Gro-cl A | 股票-金融 | 0.76% | +0.01% | -1.75% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | FTDR | Frontdoor Inc | +1.7% | NEW | 新建仓 |
| 2 | ASO | Academy Sports & Outdoors In | +1.5% | NEW | 新建仓 |
| 3 | BBSI | Barrett Business Svcs Inc | +1.4% | NEW | 新建仓 |
| 4 | FOXF | Fox Factory Holding CORP | +1.1% | NEW | 新建仓 |
| 5 | OLLI | Ollie's Bargain Outlet Holdi | +1% | +221.44% | 加仓 |
| 6 | DKS | Dick's Sporting Goods Inc | +0.7% | NEW | 新建仓 |
| 7 | DRVN | Driven Brands Holdings Inc | +0.6% | +48.36% | 加仓 |
| 8 | ROP | Roper Technologies Inc | +0.6% | NEW | 新建仓 |
| 9 | ARCB | Arcbest CORP | +0.5% | +0.46% | 加仓 |
| 10 | HTLD | Heartland Express Inc | +0.5% | NEW | 新建仓 |
| 11 | ✓ | +0.5% | NEW | 新建仓 | |
| 12 | HD | Home Depot Inc | +0.5% | +68.00% | 加仓 |
| 13 | WNC | Wabash National CORP | +0.4% | +1.42% | 加仓 |
| 14 | INGM | Ingram Micro Holding CORP | +0.4% | +22.16% | 加仓 |
| 15 | ALG | Alamo Group Inc | +0.4% | +68.94% | 加仓 |
| 16 | ✓ | +0.4% | NEW | 新建仓 | |
| 17 | CSCO | Cisco Systems Inc | +0.4% | +0.65% | 加仓 |
| 18 | VOO | Vanguard S&p 500 ETF | +0.4% | +0.62% | 加仓 |
| 19 | AGM | Federal Agric Mtg Corp-cl C | +0.4% | +2.40% | 加仓 |
| 20 | PSN | Parsons CORP | +0.4% | +83.08% | 加仓 |
| 21 | LPX | Louisiana-pacific CORP | +0.4% | +24.14% | 加仓 |
| 22 | ✓ | +0.3% | NEW | 新建仓 | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | +0.3% | +0.73% | 加仓 |
| 24 | MSGS | Madison Square Garden Sports | +0.3% | +0.18% | 加仓 |
| 25 | TTI | Tetra Technologies Inc | +0.3% | +0.17% | 加仓 |
| 26 | U | Unity Software Inc | +0.3% | NEW | 新建仓 |
| 27 | AZZ | Azz Inc | +0.2% | -0.09% | 减仓 |
| 28 | SSTI | Soundthinking Inc | +0.2% | +3.25% | 加仓 |
| 29 | THG | Hanover Insurance Group Inc/ | +0.2% | -0.23% | 减仓 |
| 30 | SCHB | Schwab US Broad Market ETF | +0.1% | -0.24% | 减仓 |
| 31 | FCFS | Firstcash Holdings Inc | +0.1% | +0.07% | 加仓 |
| 32 | TBCH | Turtle Beach CORP | +0.1% | +1.07% | 加仓 |
| 33 | IBKR | Interactive Brokers Gro-cl A | +0.1% | -1.75% | 减仓 |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -0.36% | 减仓 |
| 35 | TITN | Titan Machinery Inc | +0.1% | +2.20% | 加仓 |
| 36 | SENEA | Seneca Foods CORP - Cl A | +0.1% | +0.31% | 加仓 |
| 37 | PNC | Pnc Financial Services Group | +0.1% | +0.35% | 加仓 |
| 38 | ALL | Allstate CORP | +0.1% | +0.12% | 加仓 |
| 39 | CRD-A | Crawford & Company -cl A | +0.1% | -0.05% | 减仓 |
| 40 | AVGO | Broadcom Inc | +0.1% | +0.81% | 加仓 |
| 41 | SCL | Stepan Co | +0.1% | +1.76% | 加仓 |
| 42 | SYY | Sysco CORP | +0.1% | +0.50% | 加仓 |
| 43 | ODFL | Old Dominion Freight Line | 0% | +0.86% | 加仓 |
| 44 | IVW | Ishares S&p 500 Growth ETF | 0% | — | 不变 |
| 45 | CCK | Crown Holdings Inc | 0% | +1.03% | 加仓 |
| 46 | AVD | American Vanguard CORP | 0% | +1.33% | 加仓 |
| 47 | AMZN | Amazon.com Inc | 0% | -0.47% | 减仓 |
| 48 | CDW | Cdw Corp/de | 0% | +1.95% | 加仓 |
| 49 | VUG | Vanguard Growth ETF | 0% | +500.00% | 加仓 |
| 50 | DNOW | Dnow Inc | 0% | +0.26% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Pullen Investment Management, LLC 在 Q2 2026 季度的美股持仓总市值约为 US$2.1亿，共申报了 98 个公开持股仓位。
在 Q2 2026 季度，Pullen Investment Management, LLC 按市值排列的前三大核心持股分别为：VOO (6.0%)、VTI (5.0%)、MSGS (2.4%)。其中最大持股仓位 VOO 占据整体投资组合约 6.0% 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
FTDR
市值: US$370.8万
本季最大获利了结 / 清仓标的
UNF
前期市值: US$352.7万
在 Q2 2026 季度中，Pullen Investment Management, LLC 共进行了 105 项持仓异动，包含新建仓 11 个仓位、加仓 55 个仓位、减仓 28 个仓位以及清仓 11 个仓位。 其中最大新建仓标的为 FTDR。 本季清仓仓位包含 UNF。
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。