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: 0000733444
申报总市值
US$4.2亿
US$4.2亿
267 檔
16.9%
在 Q1 2026 申报期间，Roman Butler Fullerton & Co（CIK: 0000733444）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$4.2亿，共持有 267 个公开申报仓位。
Roman Butler Fullerton & Co 在 Q1 2026 进行了结构性的板块轮动与仓位换股。在开立 25 个全新仓位及加仓 83 档持股的同时，亦同步清仓 22 档并减仓 68 档标的。
在资产配置集中度方面，Roman Butler Fullerton & Co 的前 5 大核心持股（包含 NVDA, AAPL, MSFT 等）合计占整体申报市值的 16.9%，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 267 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 | NVDA | Nvidia CORP | 股票-科技 | 5.71% | -0.10% | +0.07% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.33% | +0.29% | +0.01% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.34% | -0.33% | +1.00% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.16% | -0.08% | -0.60% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.91% | -0.19% | +1.06% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.52% | +0.04% | -3.37% | |
| 7 | WMT | Walmart Inc | 股票-非周期性消费 | 2.33% | -0.53% | +0.79% | |
| 8 | MA | Mastercard Inc - A | 股票-金融 | 2.00% | -0.17% | -0.24% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.96% | -0.11% | +0.81% | |
| 10 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.92% | +0.19% | +0.45% | |
| 11 | VUG | Vanguard Growth ETF | ETF-其他 | 1.50% | -0.01% | -1.09% | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.45% | -0.21% | +21.20% | |
| 13 | CI | THE Cigna Group | 股票-医疗保健 | 1.28% | -0.30% | +2.02% | |
| 14 | EOI | Eaton Vance Enhanced Eq Incm | 股票-其他 | 1.19% | -0.15% | +0.53% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.19% | -0.15% | -1.97% | |
| 16 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 1.19% | -0.11% | -7.38% | |
| 17 | CAT | Caterpillar Inc | 股票-工业 | 1.14% | +0.18% | +0.07% | |
| 18 | FTCS | First Trust Capital Strength | ETF-其他 | 1.10% | -0.12% | -1.93% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.99% | -0.06% | -0.30% | |
| 20 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.97% | -0.21% | -1.74% | |
| 21 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.97% | -0.06% | +108.16% | |
| 22 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.87% | -0.10% | -3.44% | |
| 23 | HD | Home Depot Inc | 股票-周期性消费 | 0.84% | -0.10% | +0.14% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.80% | -0.03% | -14.49% | |
| 25 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.79% | +0.04% | +7.35% | |
| 26 | GEV | GE Vernova Inc | 股票-工业 | 0.79% | -0.05% | +3.35% | |
| 27 | GE | General Electric | 股票-工业 | 0.78% | +0.09% | -3.09% | |
| 28 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.78% | -0.14% | +0.11% | |
| 29 | RTX | Rtx CORP | 股票-工业 | 0.76% | -0.16% | +0.85% | |
| 30 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.76% | -0.05% | -2.29% | |
| 31 | HWM | Howmet Aerospace Inc | 股票-工业 | 0.72% | -0.06% | +0.40% | |
| 32 | PH | Parker Hannifin CORP | 股票-工业 | 0.71% | -0.12% | -2.86% | |
| 33 | SSUS | Day Hagan Smart Sector ETF | ETF-其他 | 0.71% | -0.01% | -0.65% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.69% | -0.04% | -1.65% | |
| 35 | NUV | Nuveen Municipal Value | 股票-其他 | 0.64% | -0.08% | +0.47% | |
| 36 | ORCL | Oracle CORP | 股票-科技 | 0.64% | -0.16% | +5.81% | |
| 37 | CRS | Carpenter Technology | 股票-工业 | 0.62% | +0.02% | +16.72% | |
| 38 | VLO | Valero Energy CORP | 股票-能源 | 0.59% | +0.02% | +1.85% | |
| 39 | POWL | Powell Industries Inc | 股票-工业 | 0.58% | -0.06% | +201.94% | |
| 40 | HII | Huntington Ingalls Industrie | 股票-工业 | 0.57% | -0.40% | +9.88% | |
| 41 | AVGO | Broadcom Inc | 股票-科技 | 0.54% | +0.01% | +11.29% | |
| 42 | ETW | Eaton Vance T/m Glbl Buy-wr | 股票-其他 | 0.54% | -0.03% | +0.93% | |
| 43 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.52% | -0.01% | -3.37% | |
| 44 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.52% | -0.03% | -11.81% | |
| 45 | NDAQ | Nasdaq Inc | 股票-金融 | 0.51% | -0.07% | +0.13% | |
| 46 | FENI | Fidelity Enhanced Intl ETF | ETF-其他 | 0.50% | -0.05% | +14.30% | |
| 47 | EOS | Eaton Vance Enh Eqt Inc Ii | 股票-其他 | 0.50% | -0.04% | +1.30% | |
| 48 | EMR | Emerson Electric Co | 股票-工业 | 0.48% | -0.08% | -0.79% | |
| 49 | CEG | Constellation Energy | 股票-公用事业 | 0.47% | -0.28% | +1.95% | |
| 50 | XMVM | Invesco S&p Midcap Value Wit | ETF-其他 | 0.46% | -0.03% | +21.44% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SCHD | Schwab US Dvd Equity ETF | +0.4% | +21.20% | 加仓 |
| 2 | AAPL | Apple Inc | +0.4% | +0.01% | 加仓 |
| 3 | WMT | Walmart Inc | +0.3% | +0.79% | 加仓 |
| 4 | GEV | GE Vernova Inc | +0.3% | +3.35% | 加仓 |
| 5 | CAT | Caterpillar Inc | +0.2% | +0.07% | 加仓 |
| 6 | XLE | Ss Energy Select Sector | +0.2% | +293.42% | 加仓 |
| 7 | CRS | Carpenter Technology | +0.2% | +16.72% | 加仓 |
| 8 | POWL | Powell Industries Inc | +0.2% | +201.94% | 加仓 |
| 9 | NVDA | Nvidia CORP | +0.2% | +0.07% | 加仓 |
| 10 | VLO | Valero Energy CORP | +0.2% | +1.85% | 加仓 |
| 11 | DE | Deere & Co | +0.1% | +34.59% | 加仓 |
| 12 | HWM | Howmet Aerospace Inc | +0.1% | +0.40% | 加仓 |
| 13 | AVGO | Broadcom Inc | +0.1% | +11.29% | 加仓 |
| 14 | QCOM | Qualcomm Inc | +0.1% | +158.63% | 加仓 |
| 15 | JPST | Jpmorgan Ultra-short Income | +0.1% | +47.65% | 加仓 |
| 16 | XMVM | Invesco S&p Midcap Value Wit | +0.1% | +21.44% | 加仓 |
| 17 | FENI | Fidelity Enhanced Intl ETF | +0.1% | +14.30% | 加仓 |
| 18 | JNJ | Johnson & Johnson | +0.1% | -2.29% | 减仓 |
| 19 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.1% | +35.21% | 加仓 |
| 20 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +7.35% | 加仓 |
| 21 | VRT | Vertiv Holdings Co-a | +0.1% | +0.42% | 加仓 |
| 22 | COST | Costco Wholesale CORP | +0.1% | -1.74% | 减仓 |
| 23 | RTX | Rtx CORP | +0.1% | +0.85% | 加仓 |
| 24 | CI | THE Cigna Group | +0.1% | +2.02% | 加仓 |
| 25 | UGA | United States Gas Fund LP | +0.1% | -16.93% | 减仓 |
| 26 | BMY | Bristol-myers Squibb Co | +0.1% | +6.65% | 加仓 |
| 27 | DLR | Digital Realty Trust Inc | +0.1% | -0.22% | 减仓 |
| 28 | ASML | ASML Holding N.V. | +0.1% | +12.32% | 加仓 |
| 29 | IRM | Iron Mountain Inc | +0.1% | -0.42% | 减仓 |
| 30 | XOM | Exxon Mobil CORP | +0.1% | -5.19% | 减仓 |
| 31 | HII | Huntington Ingalls Industrie | +0.1% | +9.88% | 加仓 |
| 32 | IFRA | Ishares US Infrastructure | +0.1% | +41.74% | 加仓 |
| 33 | SWBI | Smith & Wesson Brands Inc | +0.1% | -1.95% | 减仓 |
| 34 | COWZ | Pacer US Cash Cows 100 ETF | +0.1% | +25.43% | 加仓 |
| 35 | FIX | Comfort Systems USA Inc | +0.1% | -8.49% | 减仓 |
| 36 | VZ | Verizon Communications Inc | +0.1% | -0.93% | 减仓 |
| 37 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +0.53% | 加仓 |
| 38 | MRK | Merck & Co. Inc. | +0.1% | +0.64% | 加仓 |
| 39 | TNGY | Tortoise Energy ETF | +0.1% | -1.71% | 减仓 |
| 40 | KMI | Kinder Morgan, Inc. | +0.1% | +0.05% | 加仓 |
| 41 | PANW | Palo Alto Networks Inc | +0.1% | +12.15% | 加仓 |
| 42 | NUV | Nuveen Municipal Value | +0.1% | +0.47% | 加仓 |
| 43 | CRWD | Crowdstrike Holdings Inc - A | 0% | +54.05% | 加仓 |
| 44 | MO | Altria Group Inc | 0% | +12.81% | 加仓 |
| 45 | CRM | Salesforce Inc | 0% | +55.86% | 加仓 |
| 46 | EVSB | Eaton Vance Ult-shrt Income | 0% | +15.97% | 加仓 |
| 47 | LRCX | Lam Research CORP | 0% | +9.05% | 加仓 |
| 48 | T | At&t Inc | 0% | -0.26% | 减仓 |
| 49 | FUTY | Fidelity Msci US Utilities | 0% | +0.26% | 加仓 |
| 50 | ANET | Arista Networks Inc | 0% | -0.33% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Roman Butler Fullerton & Co 在 Q1 2026 季度的美股持仓总市值约为 US$4.2亿，共申报了 267 个公开持股仓位。
在 Q1 2026 季度，Roman Butler Fullerton & Co 按市值排列的前三大核心持股分别为：NVDA (5.7%)、AAPL (4.3%)、MSFT (3.3%)。其中最大持股仓位 NVDA 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
EXEL
市值: US$67.5万
本季最大获利了结 / 清仓标的
VTV
前期市值: US$114.9万
在 Q1 2026 季度中，Roman Butler Fullerton & Co 共进行了 198 项持仓异动，包含新建仓 25 个仓位、加仓 83 个仓位、减仓 68 个仓位以及清仓 22 个仓位。 其中最大新建仓标的为 EXEL。 本季清仓仓位包含 VTV。
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。