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: 0001058022
申报总市值
US$4.0亿
US$4.0亿
103 檔
31.6%
Shikiar Asset Management Inc 在 Q1 2026 季度的美股仓位总计估值为 US$4.0亿，分散于 103 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q1 2026，Shikiar Asset Management Inc 展现出较为审慎的避险与获利了结姿态。本季共减仓 50 个仓位并完全清仓 7 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，Shikiar Asset Management Inc 的前 5 大核心持股（包含 AAPL, AMZN, GOOG 等）合计占整体申报市值的 31.6%，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 | AAPL | Apple Inc | 股票-科技 | 19.95% | -0.36% | -0.40% | |
| 2 | AMZN | Amazon.com Inc | 股票-周期性消费 | 5.40% | -0.13% | -2.94% | |
| 3 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 4.65% | +0.27% | -4.46% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.27% | -0.40% | -7.96% | |
| 5 | C | Citigroup Inc | 股票-金融 | 2.74% | +0.09% | -8.33% | |
| 6 | AMLP | Alerian Mlp ETF | ETF-其他 | 2.71% | -0.49% | -2.79% | |
| 7 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 2.70% | +0.43% | -6.96% | |
| 8 | LIN | Linde plc | 股票-原材料 | 2.70% | -0.23% | — | |
| 9 | NEE | Nextera Energy Inc | 股票-公用事业 | 2.67% | -0.36% | -0.56% | |
| 10 | COF | Capital One Financial CORP | 股票-金融 | 2.63% | -1.09% | +15.19% | |
| 11 | WPM | Wheaton Precious Metals CORP | 股票-原材料 | 2.61% | -0.85% | -6.06% | |
| 12 | FCX | Freeport-mcmoran Inc | 股票-原材料 | 2.56% | -1.03% | -25.13% | |
| 13 | INCY | Incyte CORP | 股票-医疗保健 | 2.54% | +0.12% | -0.82% | |
| 14 | EQT | Eqt CORP | 股票-能源 | 2.03% | -0.71% | -1.46% | |
| 15 | BXSL | Blackstone Secured Lending F | 股票-金融 | 1.81% | -0.54% | -10.79% | |
| 16 | LXP | Lxp Industrial Trust | 股票-其他 | 1.78% | -0.21% | +10.21% | |
| 17 | BAC | Bank Of America CORP | 股票-金融 | 1.68% | +0.04% | -7.15% | |
| 18 | SLM V0 PERP B债券 | Slm CORP | 债券 | 1.60% | -0.27% | -14.15% | |
| 19 | SYF V8.25 PERP B债券 | Synchrony Financial | 债券 | 1.60% | -0.28% | -6.68% | |
| 20 | CBRE | Cbre Group Inc - A | 股票-房地产 | 1.59% | -1.23% | -23.07% | |
| 21 | AMD | Advanced Micro Devices | 股票-科技 | 1.58% | +3.69% | +21.84% | |
| 22 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.45% | -0.36% | +7.76% | |
| 23 | CEG | Constellation Energy | 股票-公用事业 | 1.34% | -0.43% | — | |
| 24 | SLM | Slm CORP | 股票-金融 | 1.32% | -0.43% | -20.47% | |
| 25 | ✓ | Ftai Aviation Pfd Ser D 9.5 | 股票-其他 | 1.25% | -0.21% | +1.84% | |
| 26 | RY | Royal Bank Of Canada | 股票-金融 | 1.23% | +0.14% | -48.99% | |
| 27 | CI | THE Cigna Group | 股票-医疗保健 | 1.21% | -0.17% | -9.04% | |
| 28 | DELL | Dell Technologies -c | 股票-科技 | 0.99% | +0.78% | -62.86% | |
| 29 | BXMT | Blackstone Mortgage Tru-cl A | 股票-房地产 | 0.96% | -0.08% | +96.40% | |
| 30 | GBDC | Golub Capital Bdc Inc | 股票-金融 | 0.92% | -0.19% | -32.67% | |
| 31 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.88% | -0.37% | -2.92% | |
| 32 | CRM | Salesforce Inc | 股票-科技 | 0.79% | -0.34% | -50.92% | |
| 33 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.74% | +0.02% | — | |
| 34 | ZS | Zscaler Inc | 股票-科技 | 0.72% | -0.56% | -49.89% | |
| 35 | JXN V8 PERP债券 | Jackson Financial Inc | 债券 | 0.70% | -0.10% | -4.44% | |
| 36 | WCC | Wesco International Inc | 股票-工业 | 0.68% | -0.17% | — | |
| 37 | XLE | Ss Energy Select Sector | ETF-其他 | 0.66% | -0.20% | — | |
| 38 | LNC 9 PERP D债券 | Lincoln National CORP | 债券 | 0.64% | -0.10% | -7.65% | |
| 39 | WLFC | Willis Lease Finance CORP | 股票-其他 | 0.61% | +0.46% | — | |
| 40 | MDGL | Madrigal Pharmaceuticals Inc | 股票-医疗保健 | 0.60% | +1.43% | — | |
| 41 | HESAY | Hermes Intl-unsponsored Adr | 股票-其他 | 0.57% | -0.43% | -64.80% | |
| 42 | AMG 6.75 03-30-64债券 | Affiliated Managers Grou | 债券 | 0.55% | -0.08% | +5.76% | |
| 43 | CB | Chubb Limited | 股票-金融 | 0.54% | -0.18% | -23.34% | |
| 44 | DAC | Danaos Corporation | 股票-其他 | 0.46% | -0.08% | +123.20% | |
| 45 | APO V7.625 09-15-53债券 | Apollo Global Management | 债券 | 0.46% | -0.08% | -10.35% | |
| 46 | PEB 6.375 PERP G债券 | Pebblebrook Hotel Trust | 债券 | 0.42% | +0.03% | +11.77% | |
| 47 | MSDL | Morgan Stanley Direct Lendin | 股票-其他 | 0.42% | +0.01% | -19.85% | |
| 48 | TDS 6.625 PERP UU债券 | Telephone & Data Sys | 债券 | 0.39% | +0.05% | — | |
| 49 | VNO 5.25 PERP N债券 | Vornado Realty Trust | 债券 | 0.38% | -0.01% | +13.12% | |
| 50 | AXON | Axon Enterprise Inc | 股票-工业 | 0.37% | +0.05% | -0.07% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +1.4% | -0.40% | 减仓 |
| 2 | LIN | Linde plc | +0.7% | — | 不变 |
| 3 | NEE | Nextera Energy Inc | +0.7% | -0.56% | 减仓 |
| 4 | AMLP | Alerian Mlp ETF | +0.6% | -2.79% | 减仓 |
| 5 | BXMT | Blackstone Mortgage Tru-cl A | +0.5% | +96.40% | 加仓 |
| 6 | EQT | Eqt CORP | +0.5% | -1.46% | 减仓 |
| 7 | WPM | Wheaton Precious Metals CORP | +0.5% | -6.06% | 减仓 |
| 8 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | -6.96% | 减仓 |
| 9 | AMD | Advanced Micro Devices | +0.4% | +21.84% | 加仓 |
| 10 | GLD | Spdr Gold Shares | +0.4% | +7.76% | 加仓 |
| 11 | DAC | Danaos Corporation | +0.3% | +123.20% | 加仓 |
| 12 | LXP | Lxp Industrial Trust | +0.3% | +10.21% | 加仓 |
| 13 | INCY | Incyte CORP | +0.2% | -0.82% | 减仓 |
| 14 | ✓ | Ftai Aviation Pfd Ser D 9.5 | +0.2% | +1.84% | 加仓 |
| 15 | SLG 6.5 PERP I债券 | Sl Green Realty CORP | +0.2% | +105.81% | 加仓 |
| 16 | PEB 6.375 PERP G债券 | Pebblebrook Hotel Trust | +0.1% | +11.77% | 加仓 |
| 17 | VNO 5.25 PERP M债券 | Vornado Realty Trust | +0.1% | +33.10% | 加仓 |
| 18 | AMZN | Amazon.com Inc | +0.1% | -2.94% | 减仓 |
| 19 | C | Citigroup Inc | +0.1% | -8.33% | 减仓 |
| 20 | VNO 5.25 PERP N债券 | Vornado Realty Trust | +0.1% | +13.12% | 加仓 |
| 21 | AMG 6.75 03-30-64债券 | Affiliated Managers Grou | +0.1% | +5.76% | 加仓 |
| 22 | GOOG | Alphabet Inc-cl C | +0.1% | -4.46% | 减仓 |
| 23 | SYF V8.25 PERP B债券 | Synchrony Financial | +0.1% | -6.68% | 减仓 |
| 24 | COST | Costco Wholesale CORP | +0.1% | -8.23% | 减仓 |
| 25 | JXN V8 PERP债券 | Jackson Financial Inc | 0% | -4.44% | 减仓 |
| 26 | OCC | Optical Cable CORP | 0% | +14.43% | 加仓 |
| 27 | L | Loews CORP | 0% | +0.06% | 加仓 |
| 28 | CI | THE Cigna Group | 0% | -9.04% | 减仓 |
| 29 | VONG | Vanguard Russell 1000 Growth | 0% | — | 不变 |
| 30 | LNC 9 PERP D债券 | Lincoln National CORP | 0% | -7.65% | 减仓 |
| 31 | JNJ | Johnson & Johnson | 0% | — | 不变 |
| 32 | WM | Waste Management Inc | 0% | +22.21% | 加仓 |
| 33 | UNTC | Unit CORP | 0% | -14.10% | 减仓 |
| 34 | HON | Honeywell International Inc | 0% | -9.30% | 减仓 |
| 35 | HOV 7.625 PERP债券 | Hovnanian Enterprises | 0% | +3.91% | 加仓 |
| 36 | MCD | Mcdonald's CORP | 0% | — | 不变 |
| 37 | MDGL | Madrigal Pharmaceuticals Inc | 0% | — | 不变 |
| 38 | CGEH | Capstone Energy+ Inc | 0% | +44.05% | 加仓 |
| 39 | ONDS | Ondas Inc | 0% | +63.41% | 加仓 |
| 40 | EPD | Enterprise Products Partners | 0% | — | 不变 |
| 41 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | — | 不变 |
| 42 | PEP | Pepsico Inc | 0% | — | 不变 |
| 43 | COF | Capital One Financial CORP | 0% | +15.19% | 加仓 |
| 44 | FCX | Freeport-mcmoran Inc | 0% | -25.13% | 减仓 |
| 45 | PEB 5.7 PERP H债券 | Pebblebrook Hotel Trust | 0% | -7.24% | 减仓 |
| 46 | XETYX | Eaton Vance Tax-mgd Div Eqty | 0% | — | 不变 |
| 47 | NVDA | Nvidia CORP | 0% | +0.05% | 加仓 |
| 48 | HBEIF | Honey Badger Silver Inc | 0% | +33.33% | 加仓 |
| 49 | ETW | Eaton Vance T/m Glbl Buy-wr | 0% | — | 不变 |
| 50 | ETV | Eaton Vance T/m Buy-writ Opp | 0% | — | 不变 |
根据 SEC 官方 Form 13F 申报备案，Shikiar Asset Management Inc 在 Q1 2026 季度的美股持仓总市值约为 US$4.0亿，共申报了 103 个公开持股仓位。
在 Q1 2026 季度，Shikiar Asset Management Inc 按市值排列的前三大核心持股分别为：AAPL (19.9%)、AMZN (5.4%)、GOOG (4.7%)。其中最大持股仓位 AAPL 占据整体投资组合约 19.9% 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
CEG
市值: US$464.2万
本季最大获利了结 / 清仓标的
UBER
前期市值: US$974.6万
在 Q1 2026 季度中，Shikiar Asset Management Inc 共进行了 91 项持仓异动，包含新建仓 12 个仓位、加仓 22 个仓位、减仓 50 个仓位以及清仓 7 个仓位。 其中最大新建仓标的为 CEG。 本季清仓仓位包含 UBER。
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。