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: 0001977290
申报总市值
US$16.0亿
US$16.0亿
187 檔
42.8%
截至 Q1 2026 季度末，Quintet Private Bank 的美股持仓估值约为 US$16.0亿，全数申报仓位共有 187 档。
在 Q1 2026，Quintet Private Bank 展现出较为审慎的避险与获利了结姿态。本季共减仓 79 个仓位并完全清仓 22 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，Quintet Private Bank 的前 5 大核心持股（包含 NVDA, MSFT, GOOGL 等）合计占整体申报市值的 42.8%，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 | NVDA | Nvidia CORP | 股票-科技 | 14.88% | -0.52% | -4.02% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 10.99% | -0.77% | -1.43% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 10.16% | +1.01% | -0.64% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 5.33% | -0.05% | -3.56% | |
| 5 | V | Visa Inc-class A Shares | 股票-金融 | 4.59% | +0.11% | -4.38% | |
| 6 | T | At&t Inc | 股票-通信服务 | 3.46% | -1.26% | +106.13% | |
| 7 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 3.11% | +0.24% | -21.75% | |
| 8 | DIS | Walt Disney Co/the | 股票-通信服务 | 2.65% | -0.83% | -24.09% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.47% | -0.06% | -22.27% | |
| 10 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 2.36% | -0.11% | -2.03% | |
| 11 | NEE | Nextera Energy Inc | 股票-公用事业 | 2.32% | -0.40% | +394.40% | |
| 12 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.22% | +0.22% | +1.44% | |
| 13 | CVX | Chevron CORP | 股票-能源 | 2.06% | -0.60% | -3.71% | |
| 14 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.97% | +1.66% | -8.04% | |
| 15 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.88% | +0.23% | -6.34% | |
| 16 | WM | Waste Management Inc | 股票-工业 | 1.85% | -0.29% | -2.92% | |
| 17 | CSCO | Cisco Systems Inc | 股票-科技 | 1.79% | -0.91% | -9.51% | |
| 18 | SNPS | Synopsys Inc | 股票-科技 | 1.76% | — | -5.88% | |
| 19 | AMT | American Tower CORP | 股票-房地产 | 1.71% | -0.24% | -6.69% | |
| 20 | AVGO | Broadcom Inc | 股票-科技 | 1.65% | +1.22% | +1802.23% | |
| 21 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.55% | +0.46% | -12.23% | |
| 22 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 1.31% | -0.47% | -7.51% | |
| 23 | NOW | Servicenow Inc | 股票-科技 | 1.27% | -0.20% | +0.45% | |
| 24 | XYL | Xylem Inc | 股票-工业 | 1.22% | -0.17% | -9.92% | |
| 25 | TSLA | Tesla Inc | 股票-周期性消费 | 1.22% | — | -5.04% | |
| 26 | KLAC | Kla CORP | 股票-科技 | 1.08% | -0.03% | -10.67% | |
| 27 | MA | Mastercard Inc - A | 股票-金融 | 1.05% | -0.12% | -9.88% | |
| 28 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.99% | +0.30% | -36.24% | |
| 29 | PFE | Pfizer Inc | 股票-医疗保健 | 0.94% | -0.21% | -1.71% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.86% | -0.01% | -11.20% | |
| 31 | FSLR | First Solar Inc | 股票-科技 | 0.81% | +0.04% | -9.95% | |
| 32 | OTIS | Otis Worldwide CORP | 股票-工业 | 0.80% | -0.15% | -5.05% | |
| 33 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.63% | -0.04% | -8.37% | |
| 34 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.50% | -0.30% | +7.28% | |
| 35 | HON | Honeywell International Inc | 股票-工业 | 0.48% | -0.44% | -3.92% | |
| 36 | WBD | Warner Bros Discovery Inc | 股票-通信服务 | 0.44% | -0.04% | -7.86% | |
| 37 | ENPH | Enphase Energy Inc | 股票-科技 | 0.30% | +0.04% | -10.72% | |
| 38 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.26% | -0.03% | -5.73% | |
| 39 | XOM | Exxon Mobil CORP | 股票-能源 | 0.25% | -0.06% | -29.64% | |
| 40 | BSX | Boston Scientific CORP | 股票-医疗保健 | 0.24% | -0.21% | +79.03% | |
| 41 | CAT | Caterpillar Inc | 股票-工业 | 0.22% | +0.08% | +36.62% | |
| 42 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.22% | -0.06% | -10.91% | |
| 43 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.22% | -0.15% | -24.99% | |
| 44 | DE | Deere & Co | 股票-工业 | 0.18% | +0.01% | +7.21% | |
| 45 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.18% | -0.04% | -19.89% | |
| 46 | EL | Estee Lauder Companies-cl A | 股票-非周期性消费 | 0.16% | -0.01% | -56.62% | |
| 47 | WMT | Walmart Inc | 股票-非周期性消费 | 0.15% | -0.04% | -45.72% | |
| 48 | MU | Micron Technology Inc | 股票-科技 | 0.14% | +0.22% | -6.86% | |
| 49 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.13% | -0.02% | +1.44% | |
| 50 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.13% | -0.02% | -5.10% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | T | At&t Inc | +2.2% | +106.13% | 加仓 |
| 2 | NEE | Nextera Energy Inc | +2% | +394.40% | 加仓 |
| 3 | AVGO | Broadcom Inc | +1.6% | +1802.23% | 加仓 |
| 4 | CVX | Chevron CORP | +0.7% | -3.71% | 减仓 |
| 5 | MRK | Merck & Co. Inc. | +0.5% | -2.03% | 减仓 |
| 6 | NVDA | Nvidia CORP | +0.5% | -4.02% | 减仓 |
| 7 | GOOGL | Alphabet Inc-cl A | +0.5% | -0.64% | 减仓 |
| 8 | WM | Waste Management Inc | +0.3% | -2.92% | 减仓 |
| 9 | PFE | Pfizer Inc | +0.2% | -1.71% | 减仓 |
| 10 | KLAC | Kla CORP | +0.2% | -10.67% | 减仓 |
| 11 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | -12.23% | 减仓 |
| 12 | CAT | Caterpillar Inc | +0.1% | +36.62% | 加仓 |
| 13 | HON | Honeywell International Inc | +0.1% | -3.92% | 减仓 |
| 14 | CSCO | Cisco Systems Inc | +0.1% | -9.51% | 减仓 |
| 15 | AMT | American Tower CORP | +0.1% | -6.69% | 减仓 |
| 16 | JPM | Jpmorgan Chase & Co | +0.1% | -3.56% | 减仓 |
| 17 | KO | Coca-cola Co/the | +0.1% | -8.37% | 减仓 |
| 18 | BSX | Boston Scientific CORP | +0.1% | +79.03% | 加仓 |
| 19 | DE | Deere & Co | +0.1% | +7.21% | 加仓 |
| 20 | JNJ | Johnson & Johnson | +0.1% | -5.73% | 减仓 |
| 21 | ENPH | Enphase Energy Inc | +0.1% | -10.72% | 减仓 |
| 22 | META | Meta Platforms Inc-class A | 0% | +1.44% | 加仓 |
| 23 | BABA | Alibaba Group Holding-sp Adr | 0% | +7.28% | 加仓 |
| 24 | NFLX | Netflix Inc | 0% | +38.45% | 加仓 |
| 25 | MU | Micron Technology Inc | 0% | -6.86% | 减仓 |
| 26 | COST | Costco Wholesale CORP | 0% | -5.10% | 减仓 |
| 27 | XOM | Exxon Mobil CORP | 0% | -29.64% | 减仓 |
| 28 | MELI | Mercadolibre Inc | 0% | +111.90% | 加仓 |
| 29 | XPO | Xpo Inc | 0% | — | 不变 |
| 30 | MDLZ | Mondelez International Inc-a | 0% | +17.27% | 加仓 |
| 31 | GSK | Gsk Plc-spon Adr | 0% | — | 不变 |
| 32 | MCD | Mcdonald's CORP | 0% | -10.91% | 减仓 |
| 33 | BMY | Bristol-myers Squibb Co | 0% | -19.89% | 减仓 |
| 34 | ASML | ASML Holding N.V. | 0% | +17.70% | 加仓 |
| 35 | UBER | Uber Technologies Inc | 0% | +35.68% | 加仓 |
| 36 | ZTS | Zoetis Inc | 0% | +18.96% | 加仓 |
| 37 | RIO | Rio Tinto Plc-spon Adr | 0% | +28.26% | 加仓 |
| 38 | SLB | Slb LTD | 0% | — | 不变 |
| 39 | CME | Cme Group Inc | 0% | +11.58% | 加仓 |
| 40 | MSCI | Msci Inc | 0% | — | 不变 |
| 41 | VLO | Valero Energy CORP | 0% | — | 不变 |
| 42 | MPC | Marathon Petroleum CORP | 0% | — | 不变 |
| 43 | BUD | Anheuser-busch Inbev-spn Adr | 0% | — | 不变 |
| 44 | FCX | Freeport-mcmoran Inc | 0% | -9.77% | 减仓 |
| 45 | KRE | Ss Spdr S&p Regional Bank | 0% | -1.56% | 减仓 |
| 46 | GILD | Gilead Sciences Inc | 0% | -7.82% | 减仓 |
| 47 | WPM | Wheaton Precious Metals CORP | 0% | — | 不变 |
| 48 | JD | Jd.com Inc-adr | 0% | -6.01% | 减仓 |
| 49 | DXCM | Dexcom Inc | 0% | +2.86% | 加仓 |
| 50 | SBUX | Starbucks CORP | 0% | — | 不变 |
根据 SEC 官方 Form 13F 申报备案，Quintet Private Bank 在 Q1 2026 季度的美股持仓总市值约为 US$16.0亿，共申报了 187 个公开持股仓位。
在 Q1 2026 季度，Quintet Private Bank 按市值排列的前三大核心持股分别为：NVDA (14.9%)、MSFT (11.0%)、GOOGL (10.2%)。其中最大持股仓位 NVDA 占据整体投资组合约 14.9% 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
STNE
市值: US$27.5万
本季最大获利了结 / 清仓标的
TMO
前期市值: US$3818.2万
在 Q1 2026 季度中，Quintet Private Bank 共进行了 142 项持仓异动，包含新建仓 14 个仓位、加仓 27 个仓位、减仓 79 个仓位以及清仓 22 个仓位。 其中最大新建仓标的为 STNE。 本季清仓仓位包含 TMO。
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。