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。
AlphaSMO 权威研究指南阅读专题
CIK: 0001541399
申报总市值
US$5.6亿
US$5.6亿
101 檔
28.8%
根据最新整理的 13F 季度数据集，Ramsay, Stattman, Vela & Price, Inc. 于 Q1 2026 结束时的管理资产规模为 US$5.6亿。该机构在本季度申报了 101 档美股持仓，呈现出该时期的主要投资地图。
在 Q1 2026，Ramsay, Stattman, Vela & Price, Inc. 展现出较为审慎的避险与获利了结姿态。本季共减仓 43 个仓位并完全清仓 6 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，Ramsay, Stattman, Vela & Price, Inc. 的前 5 大核心持股（包含 AAPL, MSFT, 等）合计占整体申报市值的 28.8%，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 | AAPL | Apple Inc | 股票-科技 | 7.57% | +0.10% | -9.14% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 7.31% | -0.65% | -5.08% | |
| 3 | ✓ | 股票-其他 | 6.11% | — | +3.56% | ||
| 4 | NVDA | Nvidia CORP | 股票-科技 | 6.11% | +0.39% | — | |
| 5 | ✓ | 股票-其他 | 4.92% | — | -10.65% | ||
| 6 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 4.92% | +0.26% | — | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.22% | -0.25% | -6.59% | |
| 8 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.49% | +0.13% | -1.46% | |
| 9 | ✓ | 股票-其他 | 3.21% | — | -2.32% | ||
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 3.21% | +0.07% | — | |
| 11 | JNJ | Johnson & Johnson | 股票-医疗保健 | 3.20% | -0.24% | -6.64% | |
| 12 | SYK | Stryker CORP | 股票-医疗保健 | 2.83% | -0.39% | -9.03% | |
| 13 | ✓ | 股票-其他 | 2.48% | — | -1.85% | ||
| 14 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.48% | -0.41% | — | |
| 15 | PEP | Pepsico Inc | 股票-非周期性消费 | 2.46% | -0.54% | -7.37% | |
| 16 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.33% | -0.20% | -3.49% | |
| 17 | ITW | Illinois Tool Works | 股票-工业 | 2.31% | -0.14% | -9.42% | |
| 18 | ✓ | 股票-其他 | 2.26% | — | -4.41% | ||
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.26% | +0.26% | — | |
| 20 | DHR | Danaher CORP | 股票-医疗保健 | 2.24% | -0.14% | -5.39% | |
| 21 | HD | Home Depot Inc | 股票-周期性消费 | 2.23% | -0.06% | +0.81% | |
| 22 | ADP | Automatic Data Processing | 股票-科技 | 2.10% | — | -5.04% | |
| 23 | ABT | Abbott Laboratories | 股票-医疗保健 | 2.08% | -0.39% | -7.43% | |
| 24 | KO | Coca-cola Co/the | 股票-非周期性消费 | 2.06% | -0.09% | -1.37% | |
| 25 | EMR | Emerson Electric Co | 股票-工业 | 1.96% | -0.03% | -0.36% | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.85% | +0.09% | +0.69% | |
| 27 | ✓ | 股票-其他 | 1.66% | — | +0.28% | ||
| 28 | LIN | Linde plc | 股票-原材料 | 1.66% | -0.10% | — | |
| 29 | AMAT | Applied Materials Inc | 股票-科技 | 1.66% | +1.49% | -1.60% | |
| 30 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.64% | +0.04% | -1.56% | |
| 31 | CVX | Chevron CORP | 股票-能源 | 1.61% | -0.44% | -10.36% | |
| 32 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.55% | -0.10% | +3.28% | |
| 33 | ✓ | 股票-其他 | 1.34% | — | -1.43% | ||
| 34 | CSCO | Cisco Systems Inc | 股票-科技 | 1.34% | +0.41% | — | |
| 35 | NSRGY | Nestle Sa-spons Adr | 股票-其他 | 1.18% | -0.08% | -1.29% | |
| 36 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.13% | -0.04% | -0.16% | |
| 37 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.08% | +0.04% | +0.06% | |
| 38 | ASML | ASML Holding N.V. | 股票-科技 | 1.05% | +0.35% | -2.05% | |
| 39 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.98% | -0.14% | -1.11% | |
| 40 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.92% | +0.72% | — | |
| 41 | APD | Air Products & Chemicals Inc | 股票-原材料 | 0.92% | -0.09% | +0.16% | |
| 42 | ✓ | 股票-其他 | 0.91% | — | +1.42% | ||
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.91% | +0.04% | — | |
| 44 | ✓ | 股票-其他 | 0.88% | — | — | ||
| 45 | TSLA | Tesla Inc | 股票-周期性消费 | 0.88% | +0.02% | — | |
| 46 | ✓ | 股票-其他 | 0.88% | — | -21.03% | ||
| 47 | FDX | Fedex CORP | 股票-工业 | 0.88% | -0.27% | — | |
| 48 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 0.83% | -0.09% | -10.01% | |
| 49 | XOM | Exxon Mobil CORP | 股票-能源 | 0.80% | -0.80% | EXIT | |
| 50 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.73% | -0.03% | -1.85% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | JNJ | Johnson & Johnson | +0.6% | -6.64% | 减仓 |
| 2 | AMAT | Applied Materials Inc | +0.5% | -1.60% | 减仓 |
| 3 | ✓ | +0.5% | -1.85% | 减仓 | |
| 4 | CVX | Chevron CORP | +0.4% | -10.36% | 减仓 |
| 5 | ✓ | +0.4% | +0.28% | 加仓 | |
| 6 | ✓ | +0.4% | +3.56% | 加仓 | |
| 7 | KO | Coca-cola Co/the | +0.3% | -1.37% | 减仓 |
| 8 | XOM | Exxon Mobil CORP | +0.3% | -3.07% | 减仓 |
| 9 | ASML | ASML Holding N.V. | +0.3% | -2.05% | 减仓 |
| 10 | PEP | Pepsico Inc | +0.2% | -7.37% | 减仓 |
| 11 | APD | Air Products & Chemicals Inc | +0.2% | +0.16% | 加仓 |
| 12 | IJH | Ishares Core S&p Midcap ETF | +0.2% | +0.69% | 加仓 |
| 13 | SBUX | Starbucks CORP | +0.2% | +0.06% | 加仓 |
| 14 | PG | Procter & Gamble Co/the | +0.2% | -3.49% | 减仓 |
| 15 | EMR | Emerson Electric Co | +0.1% | -0.36% | 减仓 |
| 16 | IWM | Ishares Russell 2000 ETF | +0.1% | -1.56% | 减仓 |
| 17 | HD | Home Depot Inc | +0.1% | +0.81% | 加仓 |
| 18 | ITW | Illinois Tool Works | +0.1% | -9.42% | 减仓 |
| 19 | EFA | Ishares Msci Eafe ETF | +0.1% | -0.16% | 减仓 |
| 20 | ✓ | +0.1% | -1.43% | 减仓 | |
| 21 | CL | Colgate-palmolive Co | +0.1% | -1.85% | 减仓 |
| 22 | NSRGY | Nestle Sa-spons Adr | +0.1% | -1.29% | 减仓 |
| 23 | IJR | Ishares Core S&p Small-cap E | +0.1% | +8.42% | 加仓 |
| 24 | ✓ | +0.1% | +5.13% | 加仓 | |
| 25 | ✓ | +0.1% | -21.03% | 减仓 | |
| 26 | ✓ | +0.1% | -7.60% | 减仓 | |
| 27 | ✓ | +0.1% | +1.42% | 加仓 | |
| 28 | VEA | Vanguard Ftse Developed ETF | +0.1% | +3.46% | 加仓 |
| 29 | MCD | Mcdonald's CORP | +0.1% | — | 不变 |
| 30 | VWO | Vanguard Ftse Emerging Marke | 0% | +4.53% | 加仓 |
| 31 | CAT | Caterpillar Inc | 0% | -3.88% | 减仓 |
| 32 | EEM | Ishares Msci Emerging Market | 0% | +1.27% | 加仓 |
| 33 | PNC | Pnc Financial Services Group | 0% | — | 不变 |
| 34 | ✓ | 0% | -6.85% | 减仓 | |
| 35 | VO | Vanguard Mid-cap ETF | 0% | — | 不变 |
| 36 | SCHW | Schwab (charles) CORP | 0% | +0.32% | 加仓 |
| 37 | T | At&t Inc | 0% | — | 不变 |
| 38 | AMD | Advanced Micro Devices | 0% | — | 不变 |
| 39 | ✓ | 0% | — | 不变 | |
| 40 | WMT | Walmart Inc | 0% | -12.26% | 减仓 |
| 41 | ✓ | 0% | -1.39% | 减仓 | |
| 42 | VOO | Vanguard S&p 500 ETF | 0% | +8.60% | 加仓 |
| 43 | ITA | Ishares U.s. Aerospace & Def | 0% | — | 不变 |
| 44 | ✓ | — | -0.81% | 减仓 | |
| 45 | ✓ | — | — | 不变 | |
| 46 | ✓ | — | -3.67% | 减仓 | |
| 47 | ✓ | — | — | 不变 | |
| 48 | IVV | Ishares Core S&p 500 ETF | — | — | 不变 |
| 49 | ✓ | — | +3.56% | 加仓 | |
| 50 | VTIP | Vanguard Short-term Tips | — | — | 不变 |
根据 SEC 官方 Form 13F 申报备案，Ramsay, Stattman, Vela & Price, Inc. 在 Q1 2026 季度的美股持仓总市值约为 US$5.6亿，共申报了 101 个公开持股仓位。
在 Q1 2026 季度，Ramsay, Stattman, Vela & Price, Inc. 按市值排列的前三大核心持股分别为：AAPL (7.6%)、MSFT (7.3%)、 (6.1%)。其中最大持股仓位 AAPL 占据整体投资组合约 7.6% 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
WAT
市值: US$94.2万
本季最大获利了结 / 清仓标的
AXP
前期市值: US$45.3万
在 Q1 2026 季度中，Ramsay, Stattman, Vela & Price, Inc. 共进行了 70 项持仓异动，包含新建仓 5 个仓位、加仓 16 个仓位、减仓 43 个仓位以及清仓 6 个仓位。 其中最大新建仓标的为 WAT。 本季清仓仓位包含 AXP。
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。