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: 0001086619
申报总市值
US$1411.0亿
US$1411.0亿
1178 檔
20.1%
Q1 2026 季度申报显示，Schroder Investment Management Group 披露的美股组合总市值为 US$1411.0亿，涵盖 1178 个不同之权益投资仓位。
Schroder Investment Management Group 在 Q1 2026 进行了结构性的板块轮动与仓位换股。在开立 21 个全新仓位及加仓 88 档持股的同时，亦同步清仓 6 档并减仓 85 档标的。
在资产配置集中度方面，Schroder Investment Management Group 的前 5 大核心持股（包含 NVDA, GOOGL, MSFT 等）合计占整体申报市值的 20.1%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
RTX CORPORATION
市值: US$3.5亿
本季最大获利了结 / 清仓标的
IKENA ONCOLOGY INC
前期市值: US$14.9亿
仅显示前 200 大持股（共 1178 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 | 6.25% | +0.28% | +4.48% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 5.35% | +0.22% | -7.09% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.69% | -0.54% | -2.78% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 4.15% | +0.11% | +21.64% | |
| 5 | AVGO | Broadcom Inc | 股票-科技 | 2.78% | +0.15% | +4.05% | |
| 6 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.44% | +0.05% | -4.90% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.42% | -0.35% | +0.52% | |
| 8 | V | Visa Inc-class A Shares | 股票-金融 | 1.71% | +0.15% | -0.93% | |
| 9 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.65% | +0.30% | -17.75% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.52% | — | -1.11% | |
| 11 | MS | Morgan Stanley | 股票-金融 | 1.38% | +0.14% | -0.56% | |
| 12 | ANET | Arista Networks Inc | 股票-科技 | 0.93% | +0.23% | +11.94% | |
| 13 | MELI | Mercadolibre Inc | 股票-周期性消费 | 0.93% | -0.14% | +39.59% | |
| 14 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.92% | -0.23% | +8.16% | |
| 15 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.88% | +0.21% | -39.98% | |
| 16 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.86% | +0.01% | +4.95% | |
| 17 | MA | Mastercard Inc - A | 股票-金融 | 0.83% | -0.06% | -1.41% | |
| 18 | TPR | Tapestry Inc | 股票-周期性消费 | 0.82% | -0.05% | -24.36% | |
| 19 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.77% | -0.13% | +57.07% | |
| 20 | PH | Parker Hannifin CORP | 股票-工业 | 0.72% | -0.07% | +11.29% | |
| 21 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.70% | -0.16% | -0.66% | |
| 22 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.65% | +0.05% | +2.86% | |
| 23 | EMR | Emerson Electric Co | 股票-工业 | 0.62% | -0.16% | -22.78% | |
| 24 | MDT | Medtronic plc | 股票-医疗保健 | 0.61% | -0.18% | +1.63% | |
| 25 | MNST | Monster Beverage CORP | 股票-非周期性消费 | 0.61% | +0.06% | +7.91% | |
| 26 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.61% | -0.10% | -2.54% | |
| 27 | TME | Tencent Music Entertainm-adr | 股票-通信服务 | 0.58% | -0.31% | -4.54% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.58% | +0.01% | +16.14% | |
| 29 | CRM | Salesforce Inc | 股票-科技 | 0.56% | -0.26% | -18.92% | |
| 30 | NFLX | Netflix Inc | 股票-通信服务 | 0.55% | -0.26% | -55.51% | |
| 31 | KLAC | Kla CORP | 股票-科技 | 0.52% | +0.38% | +7.01% | |
| 32 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.52% | -0.09% | -1.61% | |
| 33 | TSLA | Tesla Inc | 股票-周期性消费 | 0.50% | — | -1.97% | |
| 34 | CDNS | Cadence Design Sys Inc | 股票-科技 | 0.50% | +0.16% | +3.39% | |
| 35 | SPOT | Spotify Technology S.A. | 股票-通信服务 | 0.49% | -0.15% | +38.66% | |
| 36 | COP | Conocophillips | 股票-能源 | 0.49% | -0.23% | +63.08% | |
| 37 | ARM | Arm Holdings Plc-adr | 股票-科技 | 0.47% | — | +102.21% | |
| 38 | XOM | Exxon Mobil CORP | 股票-能源 | 0.47% | -0.15% | +14.31% | |
| 39 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.47% | +0.04% | +15.18% | |
| 40 | GEV | GE Vernova Inc | 股票-工业 | 0.47% | +0.05% | -19.32% | |
| 41 | HDB | Hdfc Bank Ltd-adr | 股票-金融 | 0.46% | -0.06% | -14.28% | |
| 42 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.45% | -0.06% | -2.87% | |
| 43 | EL | Estee Lauder Companies-cl A | 股票-非周期性消费 | 0.45% | -0.24% | -1.50% | |
| 44 | CB | Chubb Limited | 股票-金融 | 0.44% | -0.09% | +12.96% | |
| 45 | VRT | Vertiv Holdings Co-a | 股票-工业 | 0.43% | -0.05% | +16.15% | |
| 46 | SE | Sea Ltd-adr | 股票-通信服务 | 0.43% | +0.07% | +4.46% | |
| 47 | ITUB | Itau Unibanco H-spon Prf Adr | 股票-金融 | 0.42% | -0.09% | -11.17% | |
| 48 | HWM | Howmet Aerospace Inc | 股票-工业 | 0.41% | -0.09% | -22.20% | |
| 49 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 0.40% | -0.06% | -3.21% | |
| 50 | GE | General Electric | 股票-工业 | 0.39% | +0.02% | +1.62% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.8% | +21.64% | 加仓 |
| 2 | JNJ | Johnson & Johnson | +0.4% | +57.07% | 加仓 |
| 3 | ARM | Arm Holdings Plc-adr | +0.3% | +102.21% | 加仓 |
| 4 | LITE | Lumentum Holdings Inc | +0.3% | +249.25% | 加仓 |
| 5 | COP | Conocophillips | +0.3% | +63.08% | 加仓 |
| 6 | KGC | Kinross Gold CORP | +0.3% | +415.83% | 加仓 |
| 7 | NEE | Nextera Energy Inc | +0.2% | +8.16% | 加仓 |
| 8 | VRT | Vertiv Holdings Co-a | +0.2% | +16.15% | 加仓 |
| 9 | XOM | Exxon Mobil CORP | +0.2% | +14.31% | 加仓 |
| 10 | BKR | Baker Hughes Co | +0.2% | +239.88% | 加仓 |
| 11 | ETN | Eaton Corporation plc | +0.2% | +86.06% | 加仓 |
| 12 | CTRA | Coterra Energy Inc | +0.2% | +75.98% | 加仓 |
| 13 | KO | Coca-cola Co/the | +0.2% | +4.95% | 加仓 |
| 14 | MELI | Mercadolibre Inc | +0.2% | +39.59% | 加仓 |
| 15 | KLAC | Kla CORP | +0.2% | +7.01% | 加仓 |
| 16 | CVX | Chevron CORP | +0.1% | +26.86% | 加仓 |
| 17 | PH | Parker Hannifin CORP | +0.1% | +11.29% | 加仓 |
| 18 | EWY | Ishares Msci South Korea ETF | +0.1% | +96.88% | 加仓 |
| 19 | PBR | Petroleo Brasileiro-spon Adr | +0.1% | -21.67% | 减仓 |
| 20 | MCO | Moody's CORP | +0.1% | +57.77% | 加仓 |
| 21 | SPOT | Spotify Technology S.A. | +0.1% | +38.66% | 加仓 |
| 22 | XLE | Ss Energy Select Sector | +0.1% | +212.36% | 加仓 |
| 23 | VZ | Verizon Communications Inc | +0.1% | +3.52% | 加仓 |
| 24 | CB | Chubb Limited | +0.1% | +12.96% | 加仓 |
| 25 | BMY | Bristol-myers Squibb Co | +0.1% | -2.54% | 减仓 |
| 26 | HSAI | Hesai Group | +0.1% | +284.17% | 加仓 |
| 27 | DXJ | Wisdomtree Japan Hedged Eq | +0.1% | +483.90% | 加仓 |
| 28 | EOG | Eog Resources Inc | +0.1% | +7.11% | 加仓 |
| 29 | HPQ | Hp Inc | +0.1% | +94.53% | 加仓 |
| 30 | ECL | Ecolab Inc | +0.1% | +37.18% | 加仓 |
| 31 | VEEV | Veeva Systems Inc-class A | +0.1% | +74.23% | 加仓 |
| 32 | NEM | Newmont CORP | +0.1% | +27.53% | 加仓 |
| 33 | CAT | Caterpillar Inc | +0.1% | +1.50% | 加仓 |
| 34 | COST | Costco Wholesale CORP | +0.1% | +7.17% | 加仓 |
| 35 | VOO | Vanguard S&p 500 ETF | +0.1% | +16.14% | 加仓 |
| 36 | LMT | Lockheed Martin CORP | +0.1% | +679.65% | 加仓 |
| 37 | WAT | Waters CORP | +0.1% | +1174.45% | 加仓 |
| 38 | FNV | Franco-nevada CORP | +0.1% | +13762.77% | 加仓 |
| 39 | AEM | Agnico Eagle Mines LTD | +0.1% | +69.13% | 加仓 |
| 40 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +84.65% | 加仓 |
| 41 | BBY | Best Buy Co Inc | +0.1% | +33.92% | 加仓 |
| 42 | MU | Micron Technology Inc | +0.1% | +8.91% | 加仓 |
| 43 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.1% | +32.04% | 加仓 |
| 44 | LRCX | Lam Research CORP | +0.1% | -6.31% | 减仓 |
| 45 | PFE | Pfizer Inc | +0.1% | +1.98% | 加仓 |
| 46 | IVV | Ishares Core S&p 500 ETF | +0.1% | +15.18% | 加仓 |
| 47 | ACWI | Ishares Msci Acwi ETF | +0.1% | +240.94% | 加仓 |
| 48 | ES | Eversource Energy | +0.1% | +573.89% | 加仓 |
| 49 | 6D8 | Dupont De Nemours Inc | +0.1% | +3408.93% | 加仓 |
| 50 | AMAT | Applied Materials Inc | +0.1% | +7.12% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Schroder Investment Management Group 在 Q1 2026 季度的美股持仓总市值约为 US$1411.0亿，共申报了 1178 个公开持股仓位。
在 Q1 2026 季度，Schroder Investment Management Group 按市值排列的前三大核心持股分别为：NVDA (6.3%)、GOOGL (5.3%)、MSFT (4.7%)。其中最大持股仓位 NVDA 占据整体投资组合约 6.3% 的权重。
在 Q1 2026 季度中，Schroder Investment Management Group 共进行了 200 项持仓异动，包含新建仓 21 个仓位、加仓 88 个仓位、减仓 85 个仓位以及清仓 6 个仓位。 其中最大新建仓标的为 RTX CORPORATION。 本季清仓仓位包含 IKENA ONCOLOGY INC。
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。
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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。
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。