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: 0000937522
申报总市值
US$8.2亿
US$8.2亿
47 檔
35.2%
在 Q1 2026 申报期间，Schwerin Boyle Capital Management Inc（CIK: 0000937522）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$8.2亿，共持有 47 个公开申报仓位。
在 Q1 2026，Schwerin Boyle Capital Management Inc 展现出较为审慎的避险与获利了结姿态。本季共减仓 42 个仓位并完全清仓 1 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，Schwerin Boyle Capital Management Inc 的前 5 大核心持股（包含 BRK-B, WFC, META 等）合计占整体申报市值的 35.2%，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 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 13.10% | -0.03% | -10.68% | |
| 2 | WFC | Wells Fargo & Co | 股票-金融 | 6.56% | -0.33% | -12.41% | |
| 3 | META | Meta Platforms Inc-class A | 股票-通信服务 | 5.69% | -0.36% | -11.55% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 5.55% | +0.85% | -31.34% | |
| 5 | AXP | American Express Co | 股票-金融 | 5.50% | +0.28% | -9.99% | |
| 6 | XOM | Exxon Mobil CORP | 股票-能源 | 4.33% | -4.33% | EXIT | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 4.17% | +0.24% | -6.63% | |
| 8 | MA | Mastercard Inc - A | 股票-金融 | 3.14% | -0.07% | -11.19% | |
| 9 | SPXC | Spx Technologies Inc | 股票-工业 | 3.04% | +0.50% | -9.44% | |
| 10 | AYI | Acuity Inc | 股票-工业 | 2.63% | +0.73% | -7.33% | |
| 11 | ST | Sensata Technologies Holding plc | 股票-科技 | 2.63% | +0.64% | -12.67% | |
| 12 | VZ | Verizon Communications Inc | 股票-通信服务 | 2.37% | -0.45% | -6.58% | |
| 13 | ACN | Accenture plc | 股票-科技 | 2.30% | -0.93% | -10.20% | |
| 14 | AGCO | Agco CORP | 股票-工业 | 2.21% | -0.08% | -7.28% | |
| 15 | L | Loews CORP | 股票-金融 | 2.15% | -0.01% | -10.64% | |
| 16 | PSX | Phillips 66 | 股票-能源 | 2.12% | -0.26% | -3.10% | |
| 17 | OXY | Occidental Petroleum CORP | 股票-能源 | 2.03% | -0.57% | -10.12% | |
| 18 | CHTR | Charter Communications Inc-a | 股票-通信服务 | 2.03% | -0.76% | — | |
| 19 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.99% | +0.16% | -10.49% | |
| 20 | PFE | Pfizer Inc | 股票-医疗保健 | 1.94% | -0.38% | -7.00% | |
| 21 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.88% | -0.04% | -11.61% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.82% | +0.12% | -10.49% | |
| 23 | MCK | Mckesson CORP | 股票-医疗保健 | 1.76% | -0.28% | -32.06% | |
| 24 | GNTX | Gentex CORP | 股票-周期性消费 | 1.72% | +0.20% | -10.70% | |
| 25 | SLB | Slb LTD | 股票-能源 | 1.68% | -0.23% | -6.31% | |
| 26 | ALLE | Allegion plc | 股票-工业 | 1.18% | -0.09% | -6.17% | |
| 27 | IT | Gartner Inc | 股票-科技 | 1.18% | -0.27% | -8.63% | |
| 28 | DG | Dollar General CORP | 股票-非周期性消费 | 1.14% | -0.07% | -10.85% | |
| 29 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.14% | +0.12% | — | |
| 30 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 1.04% | -0.41% | -9.30% | |
| 31 | FISV | Fiserv Inc | 股票-其他 | 1.00% | -0.15% | -10.76% | |
| 32 | COR | Cencora Inc | 股票-医疗保健 | 0.94% | -0.14% | -13.55% | |
| 33 | ICE | Intercontinental Exchange In | 股票-金融 | 0.92% | -0.24% | -12.98% | |
| 34 | LUV | Southwest Airlines Co | 股票-工业 | 0.88% | +0.28% | -10.54% | |
| 35 | MSFT | Microsoft CORP | 股票-科技 | 0.86% | -0.04% | +0.05% | |
| 36 | ✓ | Aebi Schmidt Hldg AG | 股票-其他 | 0.85% | +0.21% | -10.61% | |
| 37 | FWONK | Liberty Media Corp-formula-c | 股票-通信服务 | 0.80% | +0.02% | -0.93% | |
| 38 | XMTR | Xometry Inc-a | 股票-其他 | 0.78% | +1.01% | -10.49% | |
| 39 | EVTC | Evertec Inc | 股票-其他 | 0.70% | -0.04% | -10.49% | |
| 40 | DFJ | Wisdomtree Jpn S/c Dvd Fund | ETF-其他 | 0.68% | — | -10.49% | |
| 41 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.55% | -0.06% | -5.11% | |
| 42 | BUD | Anheuser-busch Inbev-spn Adr | 股票-非周期性消费 | 0.38% | +0.03% | -1.09% | |
| 43 | LLYVA | Liberty Live Holdings-a | 股票-其他 | 0.30% | +0.01% | -20.42% | |
| 44 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.18% | — | — | |
| 45 | WAB | Wabtec CORP | 股票-工业 | 0.08% | +0.01% | -10.63% | |
| 46 | LLYVK | Liberty Live Holdings-c | 股票-其他 | 0.04% | — | -0.85% | |
| 47 | DNOW | Dnow Inc | 股票-其他 | 0.02% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +1.5% | -6.69% | 减仓 |
| 2 | OXY | Occidental Petroleum CORP | +0.8% | -10.12% | 减仓 |
| 3 | PSX | Phillips 66 | +0.8% | -3.10% | 减仓 |
| 4 | VZ | Verizon Communications Inc | +0.6% | -6.58% | 减仓 |
| 5 | SLB | Slb LTD | +0.5% | -6.31% | 减仓 |
| 6 | AGCO | Agco CORP | +0.4% | -7.28% | 减仓 |
| 7 | PFE | Pfizer Inc | +0.3% | -7.00% | 减仓 |
| 8 | KO | Coca-cola Co/the | +0.2% | -11.61% | 减仓 |
| 9 | ST | Sensata Technologies Holding plc | +0.2% | -12.67% | 减仓 |
| 10 | SPXC | Spx Technologies Inc | +0.1% | -9.44% | 减仓 |
| 11 | SCHF | Schwab Intl Equity ETF | +0.1% | -10.49% | 减仓 |
| 12 | L | Loews CORP | +0.1% | -10.64% | 减仓 |
| 13 | VWO | Vanguard Ftse Emerging Marke | +0.1% | -10.49% | 减仓 |
| 14 | BUD | Anheuser-busch Inbev-spn Adr | +0.1% | -1.09% | 减仓 |
| 15 | DFJ | Wisdomtree Jpn S/c Dvd Fund | +0.1% | -10.49% | 减仓 |
| 16 | EVTC | Evertec Inc | 0% | -10.49% | 减仓 |
| 17 | LLYVA | Liberty Live Holdings-a | 0% | -20.42% | 减仓 |
| 18 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | — | 不变 |
| 19 | LLYVK | Liberty Live Holdings-c | 0% | -0.85% | 减仓 |
| 20 | WAB | Wabtec CORP | 0% | -10.63% | 减仓 |
| 21 | DNOW | Dnow Inc | — | — | 不变 |
| 22 | ALLE | Allegion plc | 0% | -6.17% | 减仓 |
| 23 | FWONK | Liberty Media Corp-formula-c | 0% | -0.93% | 减仓 |
| 24 | ICE | Intercontinental Exchange In | 0% | -12.98% | 减仓 |
| 25 | JPM | Jpmorgan Chase & Co | -0.1% | -6.63% | 减仓 |
| 26 | GNTX | Gentex CORP | -0.1% | -10.70% | 减仓 |
| 27 | LUV | Southwest Airlines Co | -0.1% | -10.54% | 减仓 |
| 28 | COR | Cencora Inc | -0.1% | -13.55% | 减仓 |
| 29 | PYPL | Paypal Holdings Inc | -0.1% | -5.11% | 减仓 |
| 30 | DG | Dollar General CORP | -0.1% | -10.85% | 减仓 |
| 31 | MSFT | Microsoft CORP | -0.1% | +0.05% | 加仓 |
| 32 | FISV | Fiserv Inc | -0.2% | -10.76% | 减仓 |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -10.68% | 减仓 |
| 34 | ✓ | Aebi Schmidt Hldg AG | -0.2% | -10.61% | 减仓 |
| 35 | CTSH | Cognizant Tech Solutions-a | -0.3% | -9.30% | 减仓 |
| 36 | XMTR | Xometry Inc-a | -0.3% | -10.49% | 减仓 |
| 37 | MA | Mastercard Inc - A | -0.4% | -11.19% | 减仓 |
| 38 | MCK | Mckesson CORP | -0.4% | -32.06% | 减仓 |
| 39 | AYI | Acuity Inc | -0.5% | -7.33% | 减仓 |
| 40 | IT | Gartner Inc | -0.6% | -8.63% | 减仓 |
| 41 | ACN | Accenture plc | -0.7% | -10.20% | 减仓 |
| 42 | META | Meta Platforms Inc-class A | -0.7% | -11.55% | 减仓 |
| 43 | AXP | American Express Co | -1% | -9.99% | 减仓 |
| 44 | WFC | Wells Fargo & Co | -1% | -12.41% | 减仓 |
| 45 | GOOG | Alphabet Inc-cl C | -2.1% | -31.34% | 减仓 |
| 46 | CHTR | Charter Communications Inc-a | — | NEW | 新建仓 |
| 47 | AMZN | Amazon.com Inc | — | NEW | 新建仓 |
| 48 | IBM | Intl Business Machines CORP | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Schwerin Boyle Capital Management Inc 在 Q1 2026 季度的美股持仓总市值约为 US$8.2亿，共申报了 47 个公开持股仓位。
在 Q1 2026 季度，Schwerin Boyle Capital Management Inc 按市值排列的前三大核心持股分别为：BRK-B (13.1%)、WFC (6.6%)、META (5.7%)。其中最大持股仓位 BRK-B 占据整体投资组合约 13.1% 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
CHTR
市值: US$1599.6万
本季最大获利了结 / 清仓标的
IBM
前期市值: US$22.2万
在 Q1 2026 季度中，Schwerin Boyle Capital Management Inc 共进行了 46 项持仓异动，包含新建仓 2 个仓位、加仓 1 个仓位、减仓 42 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 CHTR。 本季清仓仓位包含 IBM。
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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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。