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。
AlphaSMO 权威研究指南阅读专题
CIK: 0001317784
申报总市值
US$7.5亿
US$7.5亿
149 檔
16.5%
Q2 2026 季度申报显示，SFE Investment Counsel 披露的美股组合总市值为 US$7.5亿，涵盖 149 个不同之权益投资仓位。
SFE Investment Counsel 在 Q2 2026 进行了结构性的板块轮动与仓位换股。在开立 15 个全新仓位及加仓 49 档持股的同时，亦同步清仓 6 档并减仓 68 档标的。
在资产配置集中度方面，SFE Investment Counsel 的前 5 大核心持股（包含 NVDA, PANW, AAPL 等）合计占整体申报市值的 16.5%，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
市值: US$298.1万
本季最大获利了结 / 清仓标的
HON
前期市值: US$547.8万
| # | 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 | 3.75% | +0.61% | +1.91% | |
| 2 | PANW | Palo Alto Networks Inc | 股票-科技 | 3.70% | +0.17% | -4.75% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.36% | +0.49% | -0.99% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.93% | +2.19% | +1.61% | |
| 5 | AVGO | Broadcom Inc | 股票-科技 | 2.90% | -0.12% | -1.71% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.61% | -0.03% | -0.54% | |
| 7 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.61% | +0.13% | +2.12% | |
| 8 | OKE | Oneok Inc | 股票-能源 | 2.40% | -2.40% | EXIT | |
| 9 | QCOM | Qualcomm Inc | 股票-科技 | 2.30% | +0.04% | -8.70% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.10% | -0.09% | -4.37% | |
| 11 | NEE | Nextera Energy Inc | 股票-公用事业 | 2.07% | -0.19% | +0.05% | |
| 12 | FSLR | First Solar Inc | 股票-科技 | 2.00% | -0.38% | -0.79% | |
| 13 | MRVL | Marvell Technology Inc | 股票-科技 | 1.96% | +0.06% | -14.02% | |
| 14 | AMD | Advanced Micro Devices | 股票-科技 | 1.86% | -0.10% | -23.70% | |
| 15 | USB | US Bancorp | 股票-金融 | 1.82% | -0.11% | -0.16% | |
| 16 | CMI | Cummins Inc | 股票-工业 | 1.75% | -0.45% | -5.78% | |
| 17 | URI | United Rentals Inc | 股票-工业 | 1.72% | -0.20% | +2.32% | |
| 18 | AMAT | Applied Materials Inc | 股票-科技 | 1.70% | -0.29% | -9.45% | |
| 19 | PWR | Quanta Services Inc | 股票-工业 | 1.68% | -0.25% | -10.07% | |
| 20 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 1.66% | -0.31% | +2.15% | |
| 21 | KLAC | Kla CORP | 股票-科技 | 1.63% | -0.59% | +900.00% | |
| 22 | IQV | Iqvia Holdings Inc | 股票-医疗保健 | 1.54% | +0.45% | +13.71% | |
| 23 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.54% | -0.06% | -3.76% | |
| 24 | IBM | Intl Business Machines CORP | 股票-科技 | 1.47% | -0.31% | +11.41% | |
| 25 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.40% | -0.01% | -0.98% | |
| 26 | LH | Labcorp Holdings Inc | 股票-医疗保健 | 1.38% | +0.11% | +10.79% | |
| 27 | PRU | Prudential Financial Inc | 股票-金融 | 1.31% | -0.41% | +5.38% | |
| 28 | WSM | Williams-sonoma Inc | 股票-周期性消费 | 1.30% | -0.06% | +1.41% | |
| 29 | J | Jacobs Solutions Inc | 股票-工业 | 1.28% | +0.12% | +11.00% | |
| 30 | BX | Blackstone Inc | 股票-金融 | 1.20% | -0.05% | +13.33% | |
| 31 | CLF | Cleveland-cliffs Inc | 股票-原材料 | 1.15% | +0.20% | +1.82% | |
| 32 | BSJS | Invesco Bulletshares 2028 Hy | ETF-其他 | 1.15% | -0.03% | +1.76% | |
| 33 | ETN | Eaton Corporation plc | 股票-工业 | 1.13% | — | -2.10% | |
| 34 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.10% | +0.09% | +10.41% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.10% | +0.01% | -2.14% | |
| 36 | BSJR | Invesco Bulletshares 2027 Hy | ETF-其他 | 1.08% | -0.06% | -0.35% | |
| 37 | BSJT | Invesco Bulletshares 2029 Hy | ETF-其他 | 1.08% | — | +3.29% | |
| 38 | BSCS | Invesco Bulletshares 2028 Cb | ETF-其他 | 1.04% | +0.08% | +11.11% | |
| 39 | DHR | Danaher CORP | 股票-医疗保健 | 0.99% | +0.17% | +7.20% | |
| 40 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.97% | -0.05% | +2.47% | |
| 41 | CRSP | CRISPR Therapeutics AG | 股票-医疗保健 | 0.96% | -0.82% | +134.17% | |
| 42 | BSJU | Invesco Bulletshares 2030 Hy | ETF-其他 | 0.96% | +0.04% | +9.61% | |
| 43 | LHX | L3harris Technologies Inc | 股票-工业 | 0.93% | +0.08% | +0.46% | |
| 44 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.91% | +0.02% | +0.23% | |
| 45 | BSCR | Invesco Bulletshares 2027 Cb | ETF-其他 | 0.89% | -0.01% | +8.38% | |
| 46 | BSCT | Invesco Bulletshares 2029 Cb | ETF-其他 | 0.86% | +0.08% | +6.13% | |
| 47 | CSCO | Cisco Systems Inc | 股票-科技 | 0.85% | -0.11% | -8.99% | |
| 48 | UBER | Uber Technologies Inc | 股票-工业 | 0.85% | — | +18.69% | |
| 49 | HASI | Ha Sustainable Infrastructur | 股票-金融 | 0.81% | -0.06% | -2.44% | |
| 50 | DCI | Donaldson Co Inc | 股票-工业 | 0.79% | -0.01% | -1.25% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | PANW | Palo Alto Networks Inc | +1.6% | -4.75% | 减仓 |
| 2 | MRVL | Marvell Technology Inc | +1.1% | -14.02% | 减仓 |
| 3 | AMD | Advanced Micro Devices | +0.9% | -23.70% | 减仓 |
| 4 | CRSP | CRISPR Therapeutics AG | +0.9% | +134.17% | 加仓 |
| 5 | KLAC | Kla CORP | +0.7% | +900.00% | 加仓 |
| 6 | AMAT | Applied Materials Inc | +0.7% | -9.45% | 减仓 |
| 7 | URI | United Rentals Inc | +0.5% | +2.32% | 加仓 |
| 8 | ✓ | +0.4% | NEW | 新建仓 | |
| 9 | ✓ | +0.4% | NEW | 新建仓 | |
| 10 | CHWY | Chewy Inc - Class A | +0.3% | NEW | 新建仓 |
| 11 | QCOM | Qualcomm Inc | +0.3% | -8.70% | 减仓 |
| 12 | GLW | Corning Inc | +0.2% | -15.67% | 减仓 |
| 13 | AZN | AstraZeneca PLC | +0.2% | — | 不变 |
| 14 | IBM | Intl Business Machines CORP | +0.2% | +11.41% | 加仓 |
| 15 | KMB | Kimberly-clark CORP | +0.2% | +31.22% | 加仓 |
| 16 | IQV | Iqvia Holdings Inc | +0.1% | +13.71% | 加仓 |
| 17 | WSM | Williams-sonoma Inc | +0.1% | +1.41% | 加仓 |
| 18 | LLY | Eli Lilly & Co | +0.1% | +2.47% | 加仓 |
| 19 | CSCO | Cisco Systems Inc | +0.1% | -8.99% | 减仓 |
| 20 | CMI | Cummins Inc | +0.1% | -5.78% | 减仓 |
| 21 | ✓ | +0.1% | NEW | 新建仓 | |
| 22 | ISRG | Intuitive Surgical Inc | +0.1% | +338.80% | 加仓 |
| 23 | ✓ | +0.1% | NEW | 新建仓 | |
| 24 | AVGO | Broadcom Inc | +0.1% | -1.71% | 减仓 |
| 25 | GE | General Electric | +0.1% | -1.52% | 减仓 |
| 26 | GEV | GE Vernova Inc | +0.1% | -6.59% | 减仓 |
| 27 | BSJW | Invesco Bulletshares 2032 Hy | +0.1% | NEW | 新建仓 |
| 28 | BSCW | Invesco Bulletshares 2032 Cb | 0% | NEW | 新建仓 |
| 29 | TXN | Texas Instruments Inc | 0% | NEW | 新建仓 |
| 30 | ✓ | 0% | NEW | 新建仓 | |
| 31 | GOOGL | Alphabet Inc-cl A | 0% | -4.37% | 减仓 |
| 32 | FSLR | First Solar Inc | 0% | -0.79% | 减仓 |
| 33 | GOOG | Alphabet Inc-cl C | 0% | -3.76% | 减仓 |
| 34 | BSJV | Invesco Bulletshares 2031 Hy | 0% | +25.07% | 加仓 |
| 35 | CGGO | Cap Group Global Growth | 0% | NEW | 新建仓 |
| 36 | HXL | Hexcel CORP | 0% | NEW | 新建仓 |
| 37 | CAT | Caterpillar Inc | 0% | NEW | 新建仓 |
| 38 | BAC | Bank Of America CORP | 0% | NEW | 新建仓 |
| 39 | BN | Brookfield CORP | 0% | NEW | 新建仓 |
| 40 | HD | Home Depot Inc | 0% | NEW | 新建仓 |
| 41 | PWR | Quanta Services Inc | 0% | -10.07% | 减仓 |
| 42 | UBER | Uber Technologies Inc | 0% | +18.69% | 加仓 |
| 43 | VRT | Vertiv Holdings Co-a | 0% | -0.43% | 减仓 |
| 44 | RSPT | Invesco S&p 500 Equal Weight | 0% | -2.94% | 减仓 |
| 45 | EWBC | East West Bancorp Inc | 0% | +2.66% | 加仓 |
| 46 | TSM | Taiwan Semiconductor-sp Adr | 0% | -6.92% | 减仓 |
| 47 | MELI | Mercadolibre Inc | 0% | +35.71% | 加仓 |
| 48 | QUIK | Quicklogic CORP | 0% | -22.22% | 减仓 |
| 49 | NVDA | Nvidia CORP | — | +1.91% | 加仓 |
| 50 | AMZN | Amazon.com Inc | — | +2.12% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，SFE Investment Counsel 在 Q2 2026 季度的美股持仓总市值约为 US$7.5亿，共申报了 149 个公开持股仓位。
在 Q2 2026 季度，SFE Investment Counsel 按市值排列的前三大核心持股分别为：NVDA (3.8%)、PANW (3.7%)、AAPL (3.4%)。其中最大持股仓位 NVDA 占据整体投资组合约 3.8% 的权重。
在 Q2 2026 季度中，SFE Investment Counsel 共进行了 138 项持仓异动，包含新建仓 15 个仓位、加仓 49 个仓位、减仓 68 个仓位以及清仓 6 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。
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。
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。