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: 0002115120
申报总市值
US$26.2亿
US$26.2亿
576 檔
33.8%
Purpose Unlimited Inc. 在 Q1 2026 季度的美股仓位总计估值为 US$26.2亿，分散于 576 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q1 2026，Purpose Unlimited Inc. 操作展现出积极扩展与加仓意向。本季共新建仓 52 个新仓位，并对 85 个既有持股进行加仓（合计增持 137 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Purpose Unlimited Inc. 的前 5 大核心持股（包含 TSLA, NVDA, BSV 等）合计占整体申报市值的 33.8%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 576 只）
| # | 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 | TSLA | Tesla Inc | 股票-周期性消费 | 13.00% | +1.68% | +15.70% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 7.49% | -0.56% | +0.33% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 7.39% | +0.27% | +61.77% | |
| 4 | CNQ | Canadian Natural Resources | 股票-能源 | 4.71% | -1.26% | +7.50% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.97% | -0.30% | +3.46% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.57% | +0.12% | -19.26% | |
| 7 | RY | Royal Bank Of Canada | 股票-金融 | 2.53% | +0.56% | +18.27% | |
| 8 | ENB | Enbridge Inc | 股票-能源 | 2.38% | -0.32% | -16.35% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.37% | +0.14% | +1.38% | |
| 10 | BNS | Bank Of Nova Scotia | 股票-金融 | 2.24% | +0.30% | +10.35% | |
| 11 | TD | Toronto-dominion Bank | 股票-金融 | 2.10% | +0.35% | +8.02% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.95% | +0.08% | +12.13% | |
| 13 | BMO | Bank Of Montreal | 股票-金融 | 1.78% | +0.24% | +5.75% | |
| 14 | FNV | Franco-nevada CORP | 股票-原材料 | 1.77% | -0.31% | +18018.20% | |
| 15 | AAPL | Apple Inc | 股票-科技 | 1.73% | +0.03% | +7.97% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 1.56% | +0.18% | +50.25% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.36% | +0.04% | +4.11% | |
| 18 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 1.27% | +0.07% | — | |
| 19 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.26% | +0.17% | +15.13% | |
| 20 | CM | Can Imperial Bk Of Commerce | 股票-金融 | 1.13% | +0.15% | +10.94% | |
| 21 | PBA | Pembina Pipeline CORP | 股票-能源 | 1.09% | -0.14% | +1.67% | |
| 22 | TU | Telus CORP | 股票-其他 | 1.09% | -0.23% | +62.82% | |
| 23 | SLF | Sun Life Financial Inc | 股票-金融 | 0.99% | +0.27% | +81.69% | |
| 24 | B | Barrick Mining CORP | 股票-原材料 | 0.99% | -0.14% | +1188.37% | |
| 25 | BCE | Bce Inc | 股票-通信服务 | 0.97% | -0.20% | +166.44% | |
| 26 | SU | Suncor Energy Inc | 股票-能源 | 0.95% | -0.57% | +71.07% | |
| 27 | NEM | Newmont CORP | 股票-原材料 | 0.89% | -0.18% | +154972.66% | |
| 28 | MFC | Manulife Financial CORP | 股票-金融 | 0.87% | +0.30% | +166.07% | |
| 29 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.82% | +0.19% | -6.62% | |
| 30 | AVDE | Avantis International Equity | ETF-其他 | 0.76% | +0.03% | — | |
| 31 | TRP | Tc Energy CORP | 股票-能源 | 0.70% | -0.16% | -47.45% | |
| 32 | AMD | Advanced Micro Devices | 股票-科技 | 0.69% | +0.71% | -3.67% | |
| 33 | CNI | Canadian Natl Railway Co | 股票-工业 | 0.68% | +0.10% | +27.07% | |
| 34 | EELV | Invesco S&p Emerging Markets | ETF-新兴市场 | 0.67% | +0.01% | +70.00% | |
| 35 | EWJ | Ishares Msci Japan ETF | ETF-其他 | 0.66% | +0.05% | +56.81% | |
| 36 | EMA | Emera Inc | 股票-其他 | 0.64% | -0.01% | +12.69% | |
| 37 | BEP | Brookfield Renewable Partners L.P. | 股票-其他 | 0.64% | -0.01% | +1.41% | |
| 38 | COIN | Coinbase Global Inc -class A | 股票-金融 | 0.63% | +0.08% | +83.10% | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.61% | +0.11% | -78.40% | |
| 40 | IGV | Ishares Expanded Tech-softwa | ETF-科技型 | 0.59% | -0.59% | — | |
| 41 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.59% | +0.12% | -13.96% | |
| 42 | FLNC 2.25 06-15-30债券 | Fluence Energy Inc | 债券 | 0.57% | +0.10% | — | |
| 43 | BIP | Brookfield Infrastructure Partners L.P. | 股票-公用事业 | 0.51% | -0.03% | +0.39% | |
| 44 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.48% | +0.01% | -7.65% | |
| 45 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.47% | -0.01% | +27.12% | |
| 46 | NFLX | Netflix Inc | 股票-通信服务 | 0.45% | +0.04% | +71.01% | |
| 47 | NTR | Nutrien LTD | 股票-原材料 | 0.44% | -0.11% | -16.11% | |
| 48 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.41% | -0.02% | +0.09% | |
| 49 | GRTUF | Granite Real Estate Investme | 股票-其他 | 0.40% | -0.40% | EXIT | |
| 50 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.39% | +0.11% | +31.63% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | BSV | Vanguard Short-term Bond ETF | +2.3% | +61.77% | 加仓 |
| 2 | FNV | Franco-nevada CORP | +1.8% | +18018.20% | 加仓 |
| 3 | CNQ | Canadian Natural Resources | +1.3% | +7.50% | 加仓 |
| 4 | B | Barrick Mining CORP | +0.9% | +1188.37% | 加仓 |
| 5 | NEM | Newmont CORP | +0.9% | +154972.66% | 加仓 |
| 6 | BCE | Bce Inc | +0.6% | +166.44% | 加仓 |
| 7 | SU | Suncor Energy Inc | +0.5% | +71.07% | 加仓 |
| 8 | MFC | Manulife Financial CORP | +0.5% | +166.07% | 加仓 |
| 9 | SLF | Sun Life Financial Inc | +0.4% | +81.69% | 加仓 |
| 10 | TU | Telus CORP | +0.3% | +62.82% | 加仓 |
| 11 | EELV | Invesco S&p Emerging Markets | +0.2% | +70.00% | 加仓 |
| 12 | TFII | Tfi International Inc | +0.2% | +5003.70% | 加仓 |
| 13 | EWJ | Ishares Msci Japan ETF | +0.2% | +56.81% | 加仓 |
| 14 | SOC | Sable Offshore CORP | +0.2% | +229.75% | 加仓 |
| 15 | NFLX | Netflix Inc | +0.2% | +71.01% | 加仓 |
| 16 | TLT | Ishares 20+ Year Treasury Bd | +0.1% | +2802.83% | 加仓 |
| 17 | COIN | Coinbase Global Inc -class A | +0.1% | +83.10% | 加仓 |
| 18 | CNI | Canadian Natl Railway Co | +0.1% | +27.07% | 加仓 |
| 19 | FTS | Fortis Inc | +0.1% | +55.33% | 加仓 |
| 20 | BTAL | Agf US Market Neutral Anti-b | +0.1% | +281.41% | 加仓 |
| 21 | PBA | Pembina Pipeline CORP | +0.1% | +1.67% | 加仓 |
| 22 | BE 3 06-01-29债券 | Bloom Energy CORP | +0.1% | — | 不变 |
| 23 | MSFT | Microsoft CORP | +0.1% | +50.25% | 加仓 |
| 24 | BEP | Brookfield Renewable Partners L.P. | +0.1% | +1.41% | 加仓 |
| 25 | PG | Procter & Gamble Co/the | +0.1% | +27.12% | 加仓 |
| 26 | CM | Can Imperial Bk Of Commerce | +0.1% | +10.94% | 加仓 |
| 27 | KO | Coca-cola Co/the | +0.1% | +21.62% | 加仓 |
| 28 | ICVT | Ishares Convertible Bond ETF | +0.1% | +12146.00% | 加仓 |
| 29 | SPLV | Invesco S&p 500 Low Volatili | +0.1% | +4147.23% | 加仓 |
| 30 | WMT | Walmart Inc | +0.1% | +1277.26% | 加仓 |
| 31 | RY | Royal Bank Of Canada | 0% | +18.27% | 加仓 |
| 32 | EMA | Emera Inc | 0% | +12.69% | 加仓 |
| 33 | IMO | Imperial Oil LTD | 0% | +51.93% | 加仓 |
| 34 | XOM | Exxon Mobil CORP | 0% | +18.20% | 加仓 |
| 35 | JNJ | Johnson & Johnson | 0% | +642.36% | 加仓 |
| 36 | RCI | Rogers Communications Inc-b | 0% | +19.85% | 加仓 |
| 37 | WPM | Wheaton Precious Metals CORP | 0% | +9.82% | 加仓 |
| 38 | MCD | Mcdonald's CORP | 0% | +2471.00% | 加仓 |
| 39 | RKLB | Rocket Lab CORP | 0% | +255.17% | 加仓 |
| 40 | TRI4EUR | Thomson Reuters CORP | 0% | +1021.45% | 加仓 |
| 41 | AQN | Algonquin Power & Utilities | 0% | +155.06% | 加仓 |
| 42 | CWB | Ss Spdr Bb Conv Sec ETF | 0% | +4276.88% | 加仓 |
| 43 | COST | Costco Wholesale CORP | 0% | +2.78% | 加仓 |
| 44 | HD | Home Depot Inc | 0% | +362.77% | 加仓 |
| 45 | TXN | Texas Instruments Inc | 0% | +42.47% | 加仓 |
| 46 | EQX | Equinox Gold CORP | 0% | +1141.67% | 加仓 |
| 47 | BIPC | Brookfield Infrastructure-a | 0% | +6791.94% | 加仓 |
| 48 | RSP | Invesco S&p 500 Equal Weight | 0% | +529.05% | 加仓 |
| 49 | TSM | Taiwan Semiconductor-sp Adr | 0% | +37.31% | 加仓 |
| 50 | ETHA | Ishares Ethereum Trust ETF | 0% | +454.76% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Purpose Unlimited Inc. 在 Q1 2026 季度的美股持仓总市值约为 US$26.2亿，共申报了 576 个公开持股仓位。
在 Q1 2026 季度，Purpose Unlimited Inc. 按市值排列的前三大核心持股分别为：TSLA (13.0%)、NVDA (7.5%)、BSV (7.4%)。其中最大持股仓位 TSLA 占据整体投资组合约 13.0% 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
AVDE
市值: US$1848.4万
本季最大获利了结 / 清仓标的
EFAV
前期市值: US$1398.5万
在 Q1 2026 季度中，Purpose Unlimited Inc. 共进行了 191 项持仓异动，包含新建仓 52 个仓位、加仓 85 个仓位、减仓 36 个仓位以及清仓 18 个仓位。 其中最大新建仓标的为 AVDE。 本季清仓仓位包含 EFAV。
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。