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: 0002003672
申报总市值
US$2.8亿
US$2.8亿
264 檔
13.6%
截至 Q1 2026 季度末，Quantum Portfolio Management LLC 的美股持仓估值约为 US$2.8亿，全数申报仓位共有 264 档。
Quantum Portfolio Management LLC 在 Q1 2026 进行了结构性的板块轮动与仓位换股。在开立 56 个全新仓位及加仓 48 档持股的同时，亦同步清仓 40 档并减仓 52 档标的。
在资产配置集中度方面，Quantum Portfolio Management LLC 的前 5 大核心持股（包含 AAPL, NVDA, EEM 等）合计占整体申报市值的 13.6%，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 264 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 | AAPL | Apple Inc | 股票-科技 | 5.57% | -0.34% | +0.47% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 3.67% | -0.21% | +0.13% | |
| 3 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 2.50% | -0.12% | +36.87% | |
| 4 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 2.46% | -0.71% | +11.49% | |
| 5 | FTRB | Fed Hermes Ttl Rtrn Bnd | ETF-其他 | 2.28% | -0.38% | +3.85% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.78% | +0.02% | -0.04% | |
| 7 | AGX | Argan Inc | 股票-工业 | 1.77% | -0.12% | +8.50% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 1.64% | -0.35% | +3.91% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.60% | -0.15% | -16.79% | |
| 10 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 1.59% | -0.10% | +1.85% | |
| 11 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-其他 | 1.48% | +0.07% | +27.33% | |
| 12 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.45% | -0.01% | -0.75% | |
| 13 | IVLU | Ishares Msci International V | ETF-其他 | 1.43% | -0.23% | +72.75% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.35% | +0.05% | -0.17% | |
| 15 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.29% | -0.06% | -0.27% | |
| 16 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.19% | -0.09% | +0.51% | |
| 17 | AVGO | Broadcom Inc | 股票-科技 | 1.11% | -0.04% | +0.98% | |
| 18 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 1.07% | +0.08% | +91.95% | |
| 19 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.02% | -0.24% | -3.52% | |
| 20 | SCHV | Schwab US Large-cap Value | ETF-其他 | 1.01% | -0.12% | -1.38% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.86% | +0.16% | +56.74% | |
| 22 | LRCX | Lam Research CORP | 股票-科技 | 0.82% | +0.56% | -0.23% | |
| 23 | MCK | Mckesson CORP | 股票-医疗保健 | 0.82% | -0.24% | +8.22% | |
| 24 | MU | Micron Technology Inc | 股票-科技 | 0.76% | +1.02% | +60.64% | |
| 25 | VCLT | Vanguard Long-term CORP Bond | ETF-投资级公司债 | 0.76% | -0.38% | -3.14% | |
| 26 | FIVE | Five Below | 股票-周期性消费 | 0.75% | -0.28% | +2.65% | |
| 27 | IDV | Ishares International Select | ETF-其他 | 0.75% | +0.03% | — | |
| 28 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.74% | -0.24% | +4.36% | |
| 29 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.74% | +0.07% | -2.19% | |
| 30 | MLPX | Global X Mlp & Energy Infras | ETF-其他 | 0.74% | -0.13% | -37.53% | |
| 31 | WMB | Williams Cos Inc | 股票-能源 | 0.71% | -0.10% | -0.13% | |
| 32 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投资级债 | 0.68% | -0.10% | — | |
| 33 | DEM | Wisdomtree Emerging Markets | ETF-新兴市场 | 0.67% | -0.04% | +33.24% | |
| 34 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.64% | -0.14% | -2.05% | |
| 35 | AMCR | Amcor plc | 股票-周期性消费 | 0.64% | -0.38% | — | |
| 36 | TIGO | Millicom International Cellular S.A. | 股票-通信服务 | 0.64% | +0.03% | +14.11% | |
| 37 | DGX | Quest Diagnostics Inc | 股票-医疗保健 | 0.63% | -0.06% | -3.48% | |
| 38 | SGI | Somnigroup International Inc | 股票-周期性消费 | 0.62% | -0.08% | +4.18% | |
| 39 | NFLX | Netflix Inc | 股票-通信服务 | 0.59% | -0.23% | -0.32% | |
| 40 | BKF | Ishares Msci Bic ETF | ETF-其他 | 0.58% | -0.58% | EXIT | |
| 41 | VRT | Vertiv Holdings Co-a | 股票-工业 | 0.57% | +0.03% | -1.03% | |
| 42 | FYC | First Trust Small Cap Growth | ETF-中小型股 | 0.55% | +0.19% | -1.23% | |
| 43 | LH | Labcorp Holdings Inc | 股票-医疗保健 | 0.54% | -0.07% | -1.68% | |
| 44 | DOV | Dover CORP | 股票-工业 | 0.53% | -0.07% | +6.91% | |
| 45 | AN | Autonation Inc | 股票-周期性消费 | 0.50% | -0.12% | -0.94% | |
| 46 | APH | Amphenol Corp-cl A | 股票-科技 | 0.50% | +0.08% | -0.02% | |
| 47 | TTWO | Take-two Interactive Softwre | 股票-通信服务 | 0.49% | +0.01% | -0.46% | |
| 48 | APPF | Appfolio Inc - A | 股票-科技 | 0.48% | -0.48% | EXIT | |
| 49 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.48% | -0.09% | -37.98% | |
| 50 | CBRE | Cbre Group Inc - A | 股票-房地产 | 0.48% | -0.10% | -5.03% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AGX | Argan Inc | +0.8% | +8.50% | 加仓 |
| 2 | EEM | Ishares Msci Emerging Market | +0.7% | +36.87% | 加仓 |
| 3 | IVLU | Ishares Msci International V | +0.6% | +72.75% | 加仓 |
| 4 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +0.6% | +91.95% | 加仓 |
| 5 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | +0.4% | +27.33% | 加仓 |
| 6 | MU | Micron Technology Inc | +0.4% | +60.64% | 加仓 |
| 7 | EFV | Ishares Msci Eafe Value ETF | +0.3% | +11.49% | 加仓 |
| 8 | VWO | Vanguard Ftse Emerging Marke | +0.3% | +56.74% | 加仓 |
| 9 | WMT | Walmart Inc | +0.2% | +77.11% | 加仓 |
| 10 | TIGO | Millicom International Cellular S.A. | +0.2% | +14.11% | 加仓 |
| 11 | DEM | Wisdomtree Emerging Markets | +0.2% | +33.24% | 加仓 |
| 12 | VRT | Vertiv Holdings Co-a | +0.2% | -1.03% | 减仓 |
| 13 | HDV | Ishares Core High Dividend E | +0.2% | +98.31% | 加仓 |
| 14 | LRCX | Lam Research CORP | +0.2% | -0.23% | 减仓 |
| 15 | FIVE | Five Below | +0.1% | +2.65% | 加仓 |
| 16 | CHRD | Chord Energy CORP | +0.1% | +3.39% | 加仓 |
| 17 | CF | Cf Industries Holdings Inc | +0.1% | +16.57% | 加仓 |
| 18 | MTZ | Mastec Inc | +0.1% | +0.92% | 加仓 |
| 19 | LNG | Cheniere Energy Inc | +0.1% | +32.49% | 加仓 |
| 20 | NEE | Nextera Energy Inc | +0.1% | +27.79% | 加仓 |
| 21 | PWR | Quanta Services Inc | +0.1% | +36.68% | 加仓 |
| 22 | TER | Teradyne Inc | +0.1% | +5.15% | 加仓 |
| 23 | COPX | Global X Copper Miners ETF | +0.1% | +114.63% | 加仓 |
| 24 | WMB | Williams Cos Inc | +0.1% | -0.13% | 减仓 |
| 25 | STX | Seagate Technology Holdings plc | +0.1% | +3.27% | 加仓 |
| 26 | JNJ | Johnson & Johnson | +0.1% | +27.80% | 加仓 |
| 27 | MCK | Mckesson CORP | +0.1% | +8.22% | 加仓 |
| 28 | ASML | ASML Holding N.V. | +0.1% | -0.24% | 减仓 |
| 29 | WDC | Western Digital CORP | +0.1% | -6.42% | 减仓 |
| 30 | BKR | Baker Hughes Co | +0.1% | -10.29% | 减仓 |
| 31 | COST | Costco Wholesale CORP | +0.1% | -2.05% | 减仓 |
| 32 | DOV | Dover CORP | +0.1% | +6.91% | 加仓 |
| 33 | CNQ | Canadian Natural Resources | +0.1% | — | 不变 |
| 34 | AON | Aon plc | +0.1% | +60.14% | 加仓 |
| 35 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -2.19% | 减仓 |
| 36 | CLH | Clean Harbors Inc | +0.1% | -6.07% | 减仓 |
| 37 | CVX | Chevron CORP | +0.1% | +2.74% | 加仓 |
| 38 | EQIX | Equinix Inc | +0.1% | -0.68% | 减仓 |
| 39 | IAU | Ishares Gold Trust | +0.1% | +4.78% | 加仓 |
| 40 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | +45.64% | 加仓 |
| 41 | GEV | GE Vernova Inc | +0.1% | -8.71% | 减仓 |
| 42 | DGX | Quest Diagnostics Inc | 0% | -3.48% | 减仓 |
| 43 | ACGL | Arch Capital Group Ltd. | 0% | +20.74% | 加仓 |
| 44 | UI | Ubiquiti Inc | 0% | — | 不变 |
| 45 | CW | Curtiss-wright CORP | 0% | -9.03% | 减仓 |
| 46 | REMX | Vaneck Rar Earth Nd Stg-usdi | 0% | +5.60% | 加仓 |
| 47 | VRSN | Verisign Inc | 0% | +20.52% | 加仓 |
| 48 | ENTG | Entegris Inc | 0% | -3.77% | 减仓 |
| 49 | FTRB | Fed Hermes Ttl Rtrn Bnd | 0% | +3.85% | 加仓 |
| 50 | SHLD | Global X Defense Tech ETF | 0% | +3.23% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Quantum Portfolio Management LLC 在 Q1 2026 季度的美股持仓总市值约为 US$2.8亿，共申报了 264 个公开持股仓位。
在 Q1 2026 季度，Quantum Portfolio Management LLC 按市值排列的前三大核心持股分别为：AAPL (5.6%)、NVDA (3.7%)、EEM (2.5%)。其中最大持股仓位 AAPL 占据整体投资组合约 5.6% 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
IDV
市值: US$171.9万
本季最大获利了结 / 清仓标的
AIA
前期市值: US$228.3万
在 Q1 2026 季度中，Quantum Portfolio Management LLC 共进行了 196 项持仓异动，包含新建仓 56 个仓位、加仓 48 个仓位、减仓 52 个仓位以及清仓 40 个仓位。 其中最大新建仓标的为 IDV。 本季清仓仓位包含 AIA。
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。