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: 0001351991
申报总市值
US$271.4亿
US$271.4亿
643 檔
20.8%
Q1 2026 季度申报显示，Rathbones Group PLC 披露的美股组合总市值为 US$271.4亿，涵盖 643 个不同之权益投资仓位。
在 Q1 2026，Rathbones Group PLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 114 个仓位并完全清仓 5 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，Rathbones Group PLC 的前 5 大核心持股（包含 MSFT, GOOGL, AMZN 等）合计占整体申报市值的 20.8%，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 643 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 | MSFT | Microsoft CORP | 股票-科技 | 5.72% | -0.64% | +2.89% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 5.12% | +0.13% | -2.96% | |
| 3 | AMZN | Amazon.com Inc | 股票-周期性消费 | 4.63% | -0.13% | -1.75% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 4.51% | +0.19% | +5.70% | |
| 5 | V | Visa Inc-class A Shares | 股票-金融 | 4.10% | -0.14% | -2.29% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 3.56% | +0.08% | +4.08% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.41% | -0.09% | -0.81% | |
| 8 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 2.00% | -0.14% | +2.93% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.00% | -0.22% | -1.40% | |
| 10 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.95% | -0.14% | +1.46% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.93% | — | -8.06% | |
| 12 | APH | Amphenol Corp-cl A | 股票-科技 | 1.66% | +0.40% | +8.60% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.65% | -0.21% | -3.06% | |
| 14 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.64% | +0.34% | +6.60% | |
| 15 | AVGO | Broadcom Inc | 股票-科技 | 1.50% | +0.15% | +17.22% | |
| 16 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.48% | +0.45% | +0.73% | |
| 17 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.40% | -0.37% | +2.50% | |
| 18 | CRH | CRH plc | 股票-原材料 | 1.27% | -0.11% | +5.71% | |
| 19 | CME | Cme Group Inc | 股票-金融 | 1.25% | -0.39% | -0.92% | |
| 20 | TTE | TotalEnergies SE | 股票-其他 | 1.24% | -0.31% | — | |
| 21 | LIN | Linde plc | 股票-原材料 | 1.24% | -0.20% | -3.70% | |
| 22 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.10% | +0.27% | +3.94% | |
| 23 | MA | Mastercard Inc - A | 股票-金融 | 1.09% | -0.17% | -4.14% | |
| 24 | SPGI | S&p Global Inc | 股票-金融 | 1.02% | -0.30% | -11.66% | |
| 25 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.01% | +0.05% | +1.86% | |
| 26 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.00% | -0.25% | -14.09% | |
| 27 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.95% | -0.11% | +3.11% | |
| 28 | EQIX | Equinix Inc | 股票-房地产 | 0.90% | -0.12% | -3.56% | |
| 29 | BSX | Boston Scientific CORP | 股票-医疗保健 | 0.85% | -0.45% | +15.21% | |
| 30 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 0.85% | -0.12% | -27.12% | |
| 31 | HD | Home Depot Inc | 股票-周期性消费 | 0.85% | -0.30% | -2.21% | |
| 32 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.83% | -0.21% | -5.56% | |
| 33 | XOM | Exxon Mobil CORP | 股票-能源 | 0.78% | -0.16% | +20.06% | |
| 34 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.77% | -0.12% | -2.96% | |
| 35 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.77% | -0.13% | +7.78% | |
| 36 | CDNS | Cadence Design Sys Inc | 股票-科技 | 0.75% | +0.03% | +2.73% | |
| 37 | KKR | Kkr & Co Inc | 股票-金融 | 0.72% | -0.11% | +20.68% | |
| 38 | FCX | Freeport-mcmoran Inc | 股票-原材料 | 0.71% | +0.02% | +57.11% | |
| 39 | CAT | Caterpillar Inc | 股票-工业 | 0.70% | +0.13% | +34.12% | |
| 40 | DE | Deere & Co | 股票-工业 | 0.67% | -0.03% | -12.03% | |
| 41 | MSI | Motorola Solutions Inc | 股票-科技 | 0.67% | -0.10% | +64.40% | |
| 42 | RTX | Rtx CORP | 股票-工业 | 0.66% | -0.11% | -3.18% | |
| 43 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.65% | +0.38% | +9.90% | |
| 44 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 0.64% | -0.37% | +1.18% | |
| 45 | SUNB | Sunbelt Rentals Holdings Inc | 股票-工业 | 0.63% | -0.01% | — | |
| 46 | PH | Parker Hannifin CORP | 股票-工业 | 0.62% | +0.07% | +44.00% | |
| 47 | CVX | Chevron CORP | 股票-能源 | 0.62% | -0.20% | -6.63% | |
| 48 | FERG | Ferguson Enterprises Inc | 股票-工业 | 0.61% | -0.18% | -22.11% | |
| 49 | ACN | Accenture plc | 股票-科技 | 0.61% | -0.49% | -20.59% | |
| 50 | USB | US Bancorp | 股票-金融 | 0.53% | -0.02% | +25.33% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +0.4% | +20.06% | 加仓 |
| 2 | FCX | Freeport-mcmoran Inc | +0.4% | +57.11% | 加仓 |
| 3 | MSI | Motorola Solutions Inc | +0.3% | +64.40% | 加仓 |
| 4 | CAT | Caterpillar Inc | +0.3% | +34.12% | 加仓 |
| 5 | KO | Coca-cola Co/the | +0.3% | +1.46% | 加仓 |
| 6 | NVDA | Nvidia CORP | +0.3% | +5.70% | 加仓 |
| 7 | CRWD | Crowdstrike Holdings Inc - A | +0.3% | +1242.66% | 加仓 |
| 8 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +0.73% | 加仓 |
| 9 | PH | Parker Hannifin CORP | +0.2% | +44.00% | 加仓 |
| 10 | EQIX | Equinix Inc | +0.2% | -3.56% | 减仓 |
| 11 | NFLX | Netflix Inc | +0.2% | +53.69% | 加仓 |
| 12 | LIN | Linde plc | +0.2% | -3.70% | 减仓 |
| 13 | AVGO | Broadcom Inc | +0.2% | +17.22% | 加仓 |
| 14 | CVX | Chevron CORP | +0.2% | -6.63% | 减仓 |
| 15 | AAPL | Apple Inc | +0.2% | +4.08% | 加仓 |
| 16 | CME | Cme Group Inc | +0.2% | -0.92% | 减仓 |
| 17 | JNJ | Johnson & Johnson | +0.2% | -2.96% | 减仓 |
| 18 | APH | Amphenol Corp-cl A | +0.1% | +8.60% | 加仓 |
| 19 | USB | US Bancorp | +0.1% | +25.33% | 加仓 |
| 20 | ARM | Arm Holdings Plc-adr | +0.1% | -0.50% | 减仓 |
| 21 | PG | Procter & Gamble Co/the | +0.1% | +3.11% | 加仓 |
| 22 | NEE | Nextera Energy Inc | +0.1% | +40.30% | 加仓 |
| 23 | DE | Deere & Co | +0.1% | -12.03% | 减仓 |
| 24 | WEC | Wec Energy Group Inc | +0.1% | +5.16% | 加仓 |
| 25 | LRCX | Lam Research CORP | +0.1% | +1013.15% | 加仓 |
| 26 | CCJ | Cameco CORP | +0.1% | +5.31% | 加仓 |
| 27 | SYK | Stryker CORP | +0.1% | +22.03% | 加仓 |
| 28 | CBRE | Cbre Group Inc - A | +0.1% | +31.70% | 加仓 |
| 29 | MELI | Mercadolibre Inc | +0.1% | +67.07% | 加仓 |
| 30 | WM | Waste Management Inc | +0.1% | +0.78% | 加仓 |
| 31 | ORLY | O'reilly Automotive Inc | +0.1% | +1.18% | 加仓 |
| 32 | RTX | Rtx CORP | +0.1% | -3.18% | 减仓 |
| 33 | COST | Costco Wholesale CORP | +0.1% | -14.09% | 减仓 |
| 34 | AMT | American Tower CORP | +0.1% | +8.05% | 加仓 |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -1.40% | 减仓 |
| 36 | MRSH | Marsh & Mclennan Cos | 0% | +1.86% | 加仓 |
| 37 | VZ | Verizon Communications Inc | 0% | -0.03% | 减仓 |
| 38 | ECL | Ecolab Inc | 0% | +1.36% | 加仓 |
| 39 | GLD | Spdr Gold Shares | 0% | -6.02% | 减仓 |
| 40 | PANW | Palo Alto Networks Inc | 0% | +9.90% | 加仓 |
| 41 | VPL | Vanguard Ftse Pacific ETF | 0% | +15.26% | 加仓 |
| 42 | MU | Micron Technology Inc | 0% | +31.39% | 加仓 |
| 43 | TT | Trane Technologies plc | 0% | +4.76% | 加仓 |
| 44 | MS | Morgan Stanley | 0% | +5.24% | 加仓 |
| 45 | EWU | Ishares Msci United Kingdom | 0% | +13.74% | 加仓 |
| 46 | PEP | Pepsico Inc | 0% | -1.12% | 减仓 |
| 47 | HD | Home Depot Inc | 0% | -2.21% | 减仓 |
| 48 | BRO | Brown & Brown Inc | 0% | +17.66% | 加仓 |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -0.72% | 减仓 |
| 50 | CL | Colgate-palmolive Co | 0% | +6.28% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Rathbones Group PLC 在 Q1 2026 季度的美股持仓总市值约为 US$271.4亿，共申报了 643 个公开持股仓位。
在 Q1 2026 季度，Rathbones Group PLC 按市值排列的前三大核心持股分别为：MSFT (5.7%)、GOOGL (5.1%)、AMZN (4.6%)。其中最大持股仓位 MSFT 占据整体投资组合约 5.7% 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
TTE
市值: US$2.9亿
本季最大获利了结 / 清仓标的
FWONK
前期市值: US$1.0亿
在 Q1 2026 季度中，Rathbones Group PLC 共进行了 196 项持仓异动，包含新建仓 7 个仓位、加仓 70 个仓位、减仓 114 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 TTE。 本季清仓仓位包含 FWONK。
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。