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
113 檔
38.0%
在 Q2 2026 申报期间，Shikiar Asset Management Inc（CIK: 0001058022）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$4.0亿，共持有 113 个公开申报仓位。
Shikiar Asset Management Inc 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 24 档持股的同时，亦同步清仓 5 档并减仓 49 档标的。
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, AMD 等）合计占整体申报市值的 38.0%，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 | 19.59% | +2.85% | -1.70% | |
| 2 | AMZN | Amazon.com Inc | 股票-周期性消费 | 5.27% | +0.17% | -2.66% | |
| 3 | AMD | Advanced Micro Devices | 股票-科技 | 5.27% | -0.38% | +33.28% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 4.92% | -0.28% | -1.82% | |
| 5 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 3.13% | -0.26% | -6.53% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.87% | +1.12% | -0.59% | |
| 7 | C | Citigroup Inc | 股票-金融 | 2.83% | -0.29% | -4.46% | |
| 8 | INCY | Incyte CORP | 股票-医疗保健 | 2.66% | +0.20% | -0.77% | |
| 9 | LIN | Linde plc | 股票-原材料 | 2.47% | -0.23% | -0.13% | |
| 10 | NEE | Nextera Energy Inc | 股票-公用事业 | 2.31% | -0.29% | +4.52% | |
| 11 | AMLP | Alerian Mlp ETF | ETF-其他 | 2.22% | -0.06% | -5.26% | |
| 12 | MDGL | Madrigal Pharmaceuticals Inc | 股票-医疗保健 | 2.03% | -0.12% | +273.75% | |
| 13 | DELL | Dell Technologies -c | 股票-科技 | 1.77% | +0.18% | -22.31% | |
| 14 | WPM | Wheaton Precious Metals CORP | 股票-原材料 | 1.76% | +0.34% | -10.09% | |
| 15 | BAC | Bank Of America CORP | 股票-金融 | 1.72% | -0.10% | -0.13% | |
| 16 | RVMD | Revolution Medicines Inc | 股票-医疗保健 | 1.57% | -0.04% | — | |
| 17 | LXP | Lxp Industrial Trust | 股票-其他 | 1.57% | -0.37% | -13.58% | |
| 18 | COF | Capital One Financial CORP | 股票-金融 | 1.54% | -0.68% | -39.06% | |
| 19 | FCX | Freeport-mcmoran Inc | 股票-原材料 | 1.53% | +0.17% | -35.93% | |
| 20 | RY | Royal Bank Of Canada | 股票-金融 | 1.37% | -0.07% | — | |
| 21 | SLM V0 PERP B债券 | Slm CORP | 债券 | 1.33% | +0.01% | -5.84% | |
| 22 | EQT | Eqt CORP | 股票-能源 | 1.32% | -0.31% | -11.51% | |
| 23 | SYF V8.25 PERP B债券 | Synchrony Financial | 债券 | 1.32% | -0.09% | -8.39% | |
| 24 | BXSL | Blackstone Secured Lending F | 股票-金融 | 1.27% | -0.14% | -19.79% | |
| 25 | FPS | Forgent Power Solutions Inc | 股票-其他 | 1.22% | -0.49% | — | |
| 26 | IBM | Intl Business Machines CORP | 股票-科技 | 1.18% | -0.88% | — | |
| 27 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.09% | +0.04% | +0.99% | |
| 28 | WLFC | Willis Lease Finance CORP | 股票-其他 | 1.07% | -0.55% | +48.88% | |
| 29 | ✓ | Ftai Aviation Pfd Ser D 9.5 | 股票-其他 | 1.04% | -0.02% | -6.71% | |
| 30 | CI | THE Cigna Group | 股票-医疗保健 | 1.04% | -0.34% | -4.94% | |
| 31 | CEG | Constellation Energy | 股票-公用事业 | 0.91% | -0.47% | -12.54% | |
| 32 | SLM | Slm CORP | 股票-金融 | 0.89% | -0.17% | -36.34% | |
| 33 | BXMT | Blackstone Mortgage Tru-cl A | 股票-房地产 | 0.88% | -0.42% | +17.29% | |
| 34 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.76% | -0.76% | EXIT | |
| 35 | GBDC | Golub Capital Bdc Inc | 股票-金融 | 0.73% | -0.11% | -10.96% | |
| 36 | JXN V8 PERP债券 | Jackson Financial Inc | 债券 | 0.59% | -0.08% | -3.61% | |
| 37 | LNC 9 PERP D债券 | Lincoln National CORP | 债券 | 0.54% | -0.04% | -3.25% | |
| 38 | WCC | Wesco International Inc | 股票-工业 | 0.51% | -0.07% | -32.37% | |
| 39 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.51% | +0.19% | -17.44% | |
| 40 | AMG 6.75 03-30-64债券 | Affiliated Managers Grou | 债券 | 0.47% | -0.04% | -4.09% | |
| 41 | XLE | Ss Energy Select Sector | ETF-其他 | 0.46% | +0.12% | -7.56% | |
| 42 | PEB 6.375 PERP G债券 | Pebblebrook Hotel Trust | 债券 | 0.45% | +0.01% | +19.22% | |
| 43 | CRM | Salesforce Inc | 股票-科技 | 0.45% | -0.27% | -23.17% | |
| 44 | TDS 6.625 PERP UU债券 | Telephone & Data Sys | 债券 | 0.44% | -0.02% | +28.29% | |
| 45 | MSDL | Morgan Stanley Direct Lendin | 股票-其他 | 0.43% | -0.12% | +7.79% | |
| 46 | AXON | Axon Enterprise Inc | 股票-工业 | 0.42% | -0.10% | — | |
| 47 | DAC | Danaos Corporation | 股票-其他 | 0.38% | +0.03% | -14.32% | |
| 48 | APO V7.625 09-15-53债券 | Apollo Global Management | 债券 | 0.38% | -0.09% | -7.44% | |
| 49 | VNO 5.25 PERP N债券 | Vornado Realty Trust | 债券 | 0.37% | -0.02% | +3.10% | |
| 50 | CBRE | Cbre Group Inc - A | 股票-房地产 | 0.36% | -0.22% | -73.76% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AMD | Advanced Micro Devices | +3.7% | +33.28% | 加仓 |
| 2 | RVMD | Revolution Medicines Inc | +1.6% | NEW | 新建仓 |
| 3 | MDGL | Madrigal Pharmaceuticals Inc | +1.4% | +273.75% | 加仓 |
| 4 | FPS | Forgent Power Solutions Inc | +1.2% | NEW | 新建仓 |
| 5 | IBM | Intl Business Machines CORP | +1.2% | NEW | 新建仓 |
| 6 | DELL | Dell Technologies -c | +0.8% | -22.31% | 减仓 |
| 7 | WLFC | Willis Lease Finance CORP | +0.5% | +48.88% | 加仓 |
| 8 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | -6.53% | 减仓 |
| 9 | NOK | Nokia Corp-spon Adr | +0.4% | NEW | 新建仓 |
| 10 | FVR | Frontview Reit Inc | +0.3% | NEW | 新建仓 |
| 11 | GOOG | Alphabet Inc-cl C | +0.3% | -1.82% | 减仓 |
| 12 | PBI 6.7 03-07-43债券 | Pitney Bowes Inc | +0.2% | +116.72% | 加仓 |
| 13 | RY | Royal Bank Of Canada | +0.1% | — | 不变 |
| 14 | ASYS | Amtech Systems Inc | +0.1% | NEW | 新建仓 |
| 15 | INCY | Incyte CORP | +0.1% | -0.77% | 减仓 |
| 16 | BW 7.75 PERP A债券 | Babcock & Wilcox Enterpr | +0.1% | +58.46% | 加仓 |
| 17 | CGEH | Capstone Energy+ Inc | +0.1% | +130.41% | 加仓 |
| 18 | OGE | Oge Energy CORP | +0.1% | NEW | 新建仓 |
| 19 | C | Citigroup Inc | +0.1% | -4.46% | 减仓 |
| 20 | INTC | Intel CORP | +0.1% | NEW | 新建仓 |
| 21 | VLY V8.25 PERP C债券 | Valley National Bancorp | +0.1% | +57.04% | 加仓 |
| 22 | ✓ | Sivers Semiconductors AB Shs | +0.1% | NEW | 新建仓 |
| 23 | GSBD | Goldman Sachs Bdc Inc | +0.1% | +49.24% | 加仓 |
| 24 | AVGO | Broadcom Inc | +0.1% | +77.78% | 加仓 |
| 25 | XRN | Chiron Real Estate Inc | +0.1% | NEW | 新建仓 |
| 26 | LRCX | Lam Research CORP | +0.1% | NEW | 新建仓 |
| 27 | DIN | Dine Brands Global Inc | +0.1% | NEW | 新建仓 |
| 28 | TGEN | Tecogen Inc/waltham Ma | +0.1% | +206.23% | 加仓 |
| 29 | ✓ | +0.1% | NEW | 新建仓 | |
| 30 | AXON | Axon Enterprise Inc | +0.1% | — | 不变 |
| 31 | TDS 6.625 PERP UU债券 | Telephone & Data Sys | +0.1% | +28.29% | 加仓 |
| 32 | ✓ | +0.1% | NEW | 新建仓 | |
| 33 | BAC | Bank Of America CORP | 0% | -0.13% | 减仓 |
| 34 | HOOD | Robinhood Markets Inc - A | 0% | -1.33% | 减仓 |
| 35 | PEB 6.375 PERP G债券 | Pebblebrook Hotel Trust | 0% | +19.22% | 加仓 |
| 36 | ONDS | Ondas Inc | 0% | +113.13% | 加仓 |
| 37 | HBEIF | Honey Badger Silver Inc | 0% | +50.00% | 加仓 |
| 38 | PANW | Palo Alto Networks Inc | 0% | -25.41% | 减仓 |
| 39 | VONG | Vanguard Russell 1000 Growth | 0% | — | 不变 |
| 40 | CORZ | Core Scientific Inc | 0% | -14.43% | 减仓 |
| 41 | URGN | UroGen Pharma Ltd. | 0% | -18.60% | 减仓 |
| 42 | MSDL | Morgan Stanley Direct Lendin | 0% | +7.79% | 加仓 |
| 43 | PEB 5.7 PERP H债券 | Pebblebrook Hotel Trust | 0% | +20.29% | 加仓 |
| 44 | GOOGL | Alphabet Inc-cl A | 0% | — | 不变 |
| 45 | LLY | Eli Lilly & Co | 0% | — | 不变 |
| 46 | OTLY | Oatly Group AB | 0% | +41.67% | 加仓 |
| 47 | OCC | Optical Cable CORP | 0% | -48.13% | 减仓 |
| 48 | PSKY | Paramount Skydance Cl B | 0% | +65.00% | 加仓 |
| 49 | CRWV | Coreweave Inc-cl A | 0% | — | 不变 |
| 50 | BZFD | Buzzfeed Inc | 0% | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Shikiar Asset Management Inc 在 Q2 2026 季度的美股持仓总市值约为 US$4.0亿，共申报了 113 个公开持股仓位。
在 Q2 2026 季度，Shikiar Asset Management Inc 按市值排列的前三大核心持股分别为：AAPL (19.6%)、AMZN (5.3%)、AMD (5.3%)。其中最大持股仓位 AAPL 占据整体投资组合约 19.6% 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
RVMD
市值: US$621.9万
本季最大获利了结 / 清仓标的
前期市值: US$79.8万
在 Q2 2026 季度中，Shikiar Asset Management Inc 共进行了 93 项持仓异动，包含新建仓 15 个仓位、加仓 24 个仓位、减仓 49 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 RVMD。 本季清仓仓位包含 。
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。