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: 0001027796
申报总市值
US$341.0亿
US$341.0亿
161 檔
22.8%
Q2 2026 季度申报显示，Pzena Investment Management LLC 披露的美股组合总市值为 US$341.0亿，涵盖 161 个不同之权益投资仓位。
Pzena Investment Management LLC 在 Q2 2026 进行了结构性的板块轮动与仓位换股。在开立 12 个全新仓位及加仓 71 档持股的同时，亦同步清仓 9 档并减仓 70 档标的。
在资产配置集中度方面，Pzena Investment Management LLC 的前 5 大核心持股（包含 MGA, HUM, BAX 等）合计占整体申报市值的 22.8%，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 | MGA | Magna International Inc | 股票-周期性消费 | 6.54% | -0.89% | -5.71% | |
| 2 | HUM | Humana Inc | 股票-医疗保健 | 5.13% | -1.05% | -19.52% | |
| 3 | BAX | Baxter International Inc | 股票-医疗保健 | 4.09% | +0.30% | +1.19% | |
| 4 | CVS | Cvs Health CORP | 股票-医疗保健 | 3.57% | -0.98% | -14.55% | |
| 5 | DG | Dollar General CORP | 股票-非周期性消费 | 3.45% | -0.05% | +48.20% | |
| 6 | SWKS | Skyworks Solutions Inc | 股票-科技 | 3.18% | +0.27% | -0.84% | |
| 7 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 3.02% | +1.16% | +30.93% | |
| 8 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 2.88% | -0.27% | -0.52% | |
| 9 | TSN | Tyson Foods Inc-cl A | 股票-非周期性消费 | 2.86% | -0.23% | -0.81% | |
| 10 | CRBG | Corebridge Financial Inc | 股票-金融 | 2.84% | +0.45% | +24.94% | |
| 11 | PPG | Ppg Industries Inc | 股票-原材料 | 2.78% | -0.40% | +4.40% | |
| 12 | MET | Metlife Inc | 股票-金融 | 2.76% | +0.16% | -1.53% | |
| 13 | COF | Capital One Financial CORP | 股票-金融 | 2.71% | -0.17% | +0.30% | |
| 14 | UBS | UBS Group AG | 股票-金融 | 2.66% | -0.85% | -14.84% | |
| 15 | LEA | Lear CORP | 股票-周期性消费 | 2.61% | -0.35% | -1.78% | |
| 16 | GPN | Global Payments Inc | 股票-工业 | 2.49% | +0.23% | +0.65% | |
| 17 | C | Citigroup Inc | 股票-金融 | 2.28% | -0.32% | -32.13% | |
| 18 | WFC | Wells Fargo & Co | 股票-金融 | 2.14% | -0.06% | +0.62% | |
| 19 | DOX | Amdocs Limited | 股票-科技 | 2.07% | +0.35% | +10.28% | |
| 20 | SSNC | Ss&c Technologies Holdings | 股票-科技 | 2.01% | +0.95% | +13.79% | |
| 21 | NOV | Nov Inc | 股票-能源 | 1.98% | — | -3.09% | |
| 22 | ACN | Accenture plc | 股票-科技 | 1.88% | +1.38% | +113.75% | |
| 23 | PVH | Pvh CORP | 股票-周期性消费 | 1.31% | -0.03% | +3.77% | |
| 24 | LKQ | Lkq CORP | 股票-周期性消费 | 1.17% | +0.34% | +142.94% | |
| 25 | CDW | Cdw Corp/de | 股票-科技 | 1.09% | +0.17% | +136.56% | |
| 26 | BAC | Bank Of America CORP | 股票-金融 | 1.06% | -0.25% | -1.75% | |
| 27 | DOW | Dow Inc | 股票-原材料 | 1.00% | -0.04% | -33.99% | |
| 28 | FMS | Fresenius Medical Care-adr | 股票-其他 | 1.00% | +0.09% | -0.40% | |
| 29 | BAP | Credicorp Ltd. | 股票-金融 | 0.96% | -0.22% | -8.28% | |
| 30 | VOYA | Voya Financial Inc | 股票-金融 | 0.94% | +0.01% | -3.91% | |
| 31 | NWL | Newell Brands Inc | 股票-非周期性消费 | 0.86% | -0.14% | +0.39% | |
| 32 | UHS | Universal Health Services-b | 股票-医疗保健 | 0.86% | +0.47% | +2.99% | |
| 33 | AVT | Avnet Inc | 股票-科技 | 0.81% | -0.31% | -45.18% | |
| 34 | AAP | Advance Auto Parts Inc | 股票-周期性消费 | 0.80% | -0.23% | +2.06% | |
| 35 | KSPI | Jsc Kaspi.kz Adr | 股票-其他 | 0.78% | -0.01% | +14.95% | |
| 36 | MDT | Medtronic plc | 股票-医疗保健 | 0.72% | +0.06% | -0.29% | |
| 37 | DAL | Delta Air Lines Inc | 股票-工业 | 0.72% | -0.17% | -6.73% | |
| 38 | EQH | Equitable Holdings Inc | 股票-金融 | 0.72% | +0.12% | +24.58% | |
| 39 | GL | Globe Life Inc | 股票-金融 | 0.71% | +0.98% | +32.11% | |
| 40 | WDAY | Workday Inc-class A | 股票-科技 | 0.71% | +0.26% | — | |
| 41 | SPB | Spectrum Brands Holdings Inc | 股票-其他 | 0.61% | -0.09% | +3.52% | |
| 42 | MICC | The Magnum Ice Cream Company N. | 股票-非周期性消费 | 0.59% | +0.06% | +87.60% | |
| 43 | SHEL | Shell Plc-adr | 股票-能源 | 0.59% | +0.11% | -19.25% | |
| 44 | RHI | Robert Half Inc | 股票-工业 | 0.56% | +0.02% | +4.28% | |
| 45 | ZTO | Zto Express Cayman Inc-adr | 股票-其他 | 0.48% | -0.16% | -1.86% | |
| 46 | MBC | Masterbrand Inc | 股票-周期性消费 | 0.46% | -0.11% | +301.93% | |
| 47 | CI | THE Cigna Group | 股票-医疗保健 | 0.45% | -0.03% | -2.84% | |
| 48 | CSCO | Cisco Systems Inc | 股票-科技 | 0.44% | -0.44% | EXIT | |
| 49 | PFE | Pfizer Inc | 股票-医疗保健 | 0.42% | +0.09% | +0.57% | |
| 50 | MHK | Mohawk Industries Inc | 股票-周期性消费 | 0.41% | -0.01% | -0.87% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | HUM | Humana Inc | +2.1% | -19.52% | 减仓 |
| 2 | DG | Dollar General CORP | +0.8% | +48.20% | 加仓 |
| 3 | CRBG | Corebridge Financial Inc | +0.7% | +24.94% | 加仓 |
| 4 | WDAY | Workday Inc-class A | +0.7% | NEW | 新建仓 |
| 5 | CDW | Cdw Corp/de | +0.7% | +136.56% | 加仓 |
| 6 | LKQ | Lkq CORP | +0.6% | +142.94% | 加仓 |
| 7 | BAX | Baxter International Inc | +0.6% | +1.19% | 加仓 |
| 8 | SWKS | Skyworks Solutions Inc | +0.4% | -0.84% | 减仓 |
| 9 | BEKE | Ke Holdings Inc-adr | +0.4% | NEW | 新建仓 |
| 10 | CVS | Cvs Health CORP | +0.4% | -14.55% | 减仓 |
| 11 | MBC | Masterbrand Inc | +0.4% | +301.93% | 加仓 |
| 12 | ACN | Accenture plc | +0.3% | +113.75% | 加仓 |
| 13 | NWL | Newell Brands Inc | +0.3% | +0.39% | 加仓 |
| 14 | MICC | The Magnum Ice Cream Company N. | +0.3% | +87.60% | 加仓 |
| 15 | GL | Globe Life Inc | +0.3% | +32.11% | 加仓 |
| 16 | DIS | Walt Disney Co/the | +0.2% | +879.28% | 加仓 |
| 17 | PPG | Ppg Industries Inc | +0.2% | +4.40% | 加仓 |
| 18 | EQH | Equitable Holdings Inc | +0.2% | +24.58% | 加仓 |
| 19 | G | Genpact Limited | +0.2% | +353.46% | 加仓 |
| 20 | MET | Metlife Inc | +0.2% | -1.53% | 减仓 |
| 21 | MGA | Magna International Inc | +0.2% | -5.71% | 减仓 |
| 22 | KSPI | Jsc Kaspi.kz Adr | +0.1% | +14.95% | 加仓 |
| 23 | VOYA | Voya Financial Inc | +0.1% | -3.91% | 减仓 |
| 24 | DAL | Delta Air Lines Inc | +0.1% | -6.73% | 减仓 |
| 25 | CSCO | Cisco Systems Inc | +0.1% | -2.09% | 减仓 |
| 26 | MLKN | Millerknoll Inc | +0.1% | +51.96% | 加仓 |
| 27 | RHI | Robert Half Inc | +0.1% | +4.28% | 加仓 |
| 28 | AAP | Advance Auto Parts Inc | +0.1% | +2.06% | 加仓 |
| 29 | SCSC | Scansource Inc | +0.1% | +21.52% | 加仓 |
| 30 | WGO | Winnebago Industries | +0.1% | +72.11% | 加仓 |
| 31 | SPB | Spectrum Brands Holdings Inc | +0.1% | +3.52% | 加仓 |
| 32 | BAC | Bank Of America CORP | 0% | -1.75% | 减仓 |
| 33 | MHK | Mohawk Industries Inc | 0% | -0.87% | 减仓 |
| 34 | CNO | Cno Financial Group Inc | 0% | -1.18% | 减仓 |
| 35 | ELV | Elevance Health Inc | 0% | +2.00% | 加仓 |
| 36 | ABM | Abm Industries Inc | 0% | +18.73% | 加仓 |
| 37 | MS | Morgan Stanley | 0% | -4.59% | 减仓 |
| 38 | ✓ | Aebi Schmidt Hldg AG | 0% | +5.07% | 加仓 |
| 39 | ONB | Old National Bancorp | 0% | +5.56% | 加仓 |
| 40 | MMI | Marcus & Millichap Inc | 0% | +6.37% | 加仓 |
| 41 | COLB | Columbia Banking System Inc | 0% | +4.73% | 加仓 |
| 42 | GOOGL | Alphabet Inc-cl A | 0% | — | 不变 |
| 43 | ASB | Associated Banc-corp | 0% | +3.50% | 加仓 |
| 44 | TBI | Trueblue Inc | 0% | +7.63% | 加仓 |
| 45 | HOFT | Hooker Furnishings CORP | 0% | +11.89% | 加仓 |
| 46 | HVT | Haverty Furniture | 0% | +7.07% | 加仓 |
| 47 | HELE | Helen of Troy Limited | 0% | -11.11% | 减仓 |
| 48 | UVSP | Univest Financial CORP | 0% | -0.93% | 减仓 |
| 49 | USNA | Usana Health Sciences Inc | 0% | +8.72% | 加仓 |
| 50 | UBS | UBS Group AG | 0% | -14.84% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Pzena Investment Management LLC 在 Q2 2026 季度的美股持仓总市值约为 US$341.0亿，共申报了 161 个公开持股仓位。
在 Q2 2026 季度，Pzena Investment Management LLC 按市值排列的前三大核心持股分别为：MGA (6.5%)、HUM (5.1%)、BAX (4.1%)。其中最大持股仓位 MGA 占据整体投资组合约 6.5% 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
WDAY
市值: US$2.4亿
本季最大获利了结 / 清仓标的
WAB
前期市值: US$9190.5万
在 Q2 2026 季度中，Pzena Investment Management LLC 共进行了 162 项持仓异动，包含新建仓 12 个仓位、加仓 71 个仓位、减仓 70 个仓位以及清仓 9 个仓位。 其中最大新建仓标的为 WDAY。 本季清仓仓位包含 WAB。
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。