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: 0000090108
申报总市值
US$3.3亿
US$3.3亿
285 檔
19.5%
Q2 2026 季度申报显示，Richards, Merrill & Peterson, Inc. 披露的美股组合总市值为 US$3.3亿，涵盖 285 个不同之权益投资仓位。
在 Q2 2026，Richards, Merrill & Peterson, Inc. 操作展现出积极扩展与加仓意向。本季共新建仓 13 个新仓位，并对 98 个既有持股进行加仓（合计增持 111 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Richards, Merrill & Peterson, Inc. 的前 5 大核心持股（包含 AAPL, MSFT, AMZN 等）合计占整体申报市值的 19.5%，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 285 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 | 4.87% | +0.37% | +9.99% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.04% | +1.39% | +7.71% | |
| 3 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.83% | +0.18% | +5.30% | |
| 4 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 3.80% | -0.09% | +0.37% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.70% | -0.18% | +1.36% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 3.04% | +0.34% | +1.41% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.91% | +0.01% | +13.71% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.29% | -0.04% | +3.13% | |
| 9 | AMAT | Applied Materials Inc | 股票-科技 | 2.25% | -0.75% | +2.41% | |
| 10 | MU | Micron Technology Inc | 股票-科技 | 1.89% | +0.05% | -17.81% | |
| 11 | SYK | Stryker CORP | 股票-医疗保健 | 1.83% | -0.27% | +13.48% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.64% | -0.06% | +0.60% | |
| 13 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.63% | +0.04% | +6.82% | |
| 14 | CGSD | Cap Group Short Duration | ETF-其他 | 1.62% | +0.05% | +6.08% | |
| 15 | CVX | Chevron CORP | 股票-能源 | 1.59% | +0.13% | -0.21% | |
| 16 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.53% | +0.34% | +9.61% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.46% | -0.02% | +2.40% | |
| 18 | CAT | Caterpillar Inc | 股票-工业 | 1.34% | -0.37% | +2.77% | |
| 19 | CGGR | Cap Group Growth Equity | ETF-其他 | 1.30% | +0.01% | +2.29% | |
| 20 | RTX | Rtx CORP | 股票-工业 | 1.12% | -0.08% | +1.06% | |
| 21 | CGDV | Cap Group Dividend Value | ETF-其他 | 1.01% | +0.14% | +9.40% | |
| 22 | INCM | Franklin Income Focus ETF | ETF-其他 | 1.01% | +0.19% | +51.41% | |
| 23 | CSCO | Cisco Systems Inc | 股票-科技 | 1.00% | -0.18% | -3.05% | |
| 24 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.99% | -0.09% | -1.80% | |
| 25 | CGCB | Cap Group Core Bond | ETF-其他 | 0.89% | — | +18.19% | |
| 26 | PTRB | Pgim Total Return Bond ETF | ETF-其他 | 0.88% | -0.02% | +3.06% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.88% | -0.07% | -6.52% | |
| 28 | AVGO | Broadcom Inc | 股票-科技 | 0.86% | +0.01% | +9.69% | |
| 29 | HD | Home Depot Inc | 股票-周期性消费 | 0.85% | -0.24% | -23.48% | |
| 30 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.83% | +0.12% | -1.33% | |
| 31 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.80% | +0.05% | +6.39% | |
| 32 | V | Visa Inc-class A Shares | 股票-金融 | 0.78% | — | -6.47% | |
| 33 | IBM | Intl Business Machines CORP | 股票-科技 | 0.76% | -0.19% | +5.89% | |
| 34 | MS | Morgan Stanley | 股票-金融 | 0.75% | -0.11% | +3.78% | |
| 35 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 0.69% | +0.12% | +42.25% | |
| 36 | XOM | Exxon Mobil CORP | 股票-能源 | 0.69% | -0.69% | EXIT | |
| 37 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.63% | -0.07% | -2.35% | |
| 38 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.62% | -0.02% | +6.63% | |
| 39 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.61% | +0.04% | -3.18% | |
| 40 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.59% | -0.13% | -10.43% | |
| 41 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.59% | +0.01% | +10.77% | |
| 42 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.57% | +0.01% | +1.80% | |
| 43 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.55% | +0.30% | — | |
| 44 | TXN | Texas Instruments Inc | 股票-科技 | 0.53% | -0.07% | +0.61% | |
| 45 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.52% | -0.10% | +1.56% | |
| 46 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.52% | +0.05% | -2.57% | |
| 47 | CGMS | Cap Group US Multi-sect Bond | ETF-其他 | 0.52% | -0.06% | -0.26% | |
| 48 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.51% | -0.06% | -2.61% | |
| 49 | WM | Waste Management Inc | 股票-工业 | 0.51% | -0.06% | +7.07% | |
| 50 | WMT | Walmart Inc | 股票-非周期性消费 | 0.50% | -0.05% | +0.72% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +1.1% | -17.81% | 减仓 |
| 2 | AMAT | Applied Materials Inc | +1.1% | +2.41% | 加仓 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.5% | +13.71% | 加仓 |
| 4 | QQQ | Invesco Qqq Trust Series 1 | +0.4% | +1.36% | 加仓 |
| 5 | AAPL | Apple Inc | +0.4% | +9.99% | 加仓 |
| 6 | PANW | Palo Alto Networks Inc | +0.4% | -1.33% | 减仓 |
| 7 | SMH | Vaneck Semiconductor ETF | +0.4% | +42.25% | 加仓 |
| 8 | CAT | Caterpillar Inc | +0.3% | +2.77% | 加仓 |
| 9 | AMD | Advanced Micro Devices | +0.3% | -7.97% | 减仓 |
| 10 | INCM | Franklin Income Focus ETF | +0.2% | +51.41% | 加仓 |
| 11 | ✓ | +0.2% | NEW | 新建仓 | |
| 12 | ✓ | +0.2% | NEW | 新建仓 | |
| 13 | CSCO | Cisco Systems Inc | +0.2% | -3.05% | 减仓 |
| 14 | PVAL | Putnam Focused Lrg Cap Value | +0.2% | +119.01% | 加仓 |
| 15 | ✓ | +0.2% | NEW | 新建仓 | |
| 16 | AXP | American Express Co | +0.2% | +57.79% | 加仓 |
| 17 | AMZN | Amazon.com Inc | +0.2% | +5.30% | 加仓 |
| 18 | XLI | Ss Industrial Select Sector | +0.2% | +66.71% | 加仓 |
| 19 | TXN | Texas Instruments Inc | +0.1% | +0.61% | 加仓 |
| 20 | MRVL | Marvell Technology Inc | +0.1% | +0.32% | 加仓 |
| 21 | Q | Qnity Electronics Inc | +0.1% | NEW | 新建仓 |
| 22 | AVGO | Broadcom Inc | +0.1% | +9.69% | 加仓 |
| 23 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | -1.57% | 减仓 |
| 24 | GLDM | Spdr Gold Minishares Trust | +0.1% | +112.83% | 加仓 |
| 25 | UNH | Unitedhealth Group Inc | +0.1% | +2.46% | 加仓 |
| 26 | MS | Morgan Stanley | +0.1% | +3.78% | 加仓 |
| 27 | LLY | Eli Lilly & Co | +0.1% | +11.05% | 加仓 |
| 28 | ASML | ASML Holding N.V. | +0.1% | +14.32% | 加仓 |
| 29 | LVHI | Franklin International Low V | +0.1% | NEW | 新建仓 |
| 30 | ✓ | +0.1% | NEW | 新建仓 | |
| 31 | CGDV | Cap Group Dividend Value | +0.1% | +9.40% | 加仓 |
| 32 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -2.61% | 减仓 |
| 33 | NUE | Nucor CORP | +0.1% | +4.47% | 加仓 |
| 34 | GBCI | Glacier Bancorp Inc | +0.1% | NEW | 新建仓 |
| 35 | DKS | Dick's Sporting Goods Inc | +0.1% | NEW | 新建仓 |
| 36 | ETN | Eaton Corporation plc | +0.1% | NEW | 新建仓 |
| 37 | NOW | Servicenow Inc | +0.1% | NEW | 新建仓 |
| 38 | XLF | Ss Financial Select Sector | +0.1% | +33.06% | 加仓 |
| 39 | ABBV | Abbvie Inc | +0.1% | +10.77% | 加仓 |
| 40 | CGUS | Cap Group Core Equity | +0.1% | +31.15% | 加仓 |
| 41 | XOVR | Ershares Private-public Cros | +0.1% | NEW | 新建仓 |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +3.13% | 加仓 |
| 43 | CGGR | Cap Group Growth Equity | +0.1% | +2.29% | 加仓 |
| 44 | GOOG | Alphabet Inc-cl C | +0.1% | -1.80% | 减仓 |
| 45 | IBM | Intl Business Machines CORP | +0.1% | +5.89% | 加仓 |
| 46 | TT | Trane Technologies plc | +0.1% | +12.55% | 加仓 |
| 47 | LRCX | Lam Research CORP | +0.1% | -8.85% | 减仓 |
| 48 | URI | United Rentals Inc | +0.1% | +2.16% | 加仓 |
| 49 | ALL | Allstate CORP | +0.1% | NEW | 新建仓 |
| 50 | QCOM | Qualcomm Inc | 0% | +2.10% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Richards, Merrill & Peterson, Inc. 在 Q2 2026 季度的美股持仓总市值约为 US$3.3亿，共申报了 285 个公开持股仓位。
在 Q2 2026 季度，Richards, Merrill & Peterson, Inc. 按市值排列的前三大核心持股分别为：AAPL (4.9%)、MSFT (4.0%)、AMZN (3.8%)。其中最大持股仓位 AAPL 占据整体投资组合约 4.9% 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
市值: US$73.1万
本季最大获利了结 / 清仓标的
HON
前期市值: US$153.3万
在 Q2 2026 季度中，Richards, Merrill & Peterson, Inc. 共进行了 175 项持仓异动，包含新建仓 13 个仓位、加仓 98 个仓位、减仓 57 个仓位以及清仓 7 个仓位。 其中最大新建仓标的为 。 本季清仓仓位包含 HON。
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。