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: 0002096913
申报总市值
US$1.3亿
US$1.3亿
52 檔
15.1%
根据最新整理的 13F 季度数据集，SHUTTLEWORTH & Co 于 Q1 2026 结束时的管理资产规模为 US$1.3亿。该机构在本季度申报了 52 档美股持仓，呈现出该时期的主要投资地图。
在 Q1 2026，SHUTTLEWORTH & Co 操作展现出积极扩展与加仓意向。本季共新建仓 1 个新仓位，并对 41 个既有持股进行加仓（合计增持 42 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，SHUTTLEWORTH & Co 的前 5 大核心持股（包含 AAPL, SCHF, SPYM 等）合计占整体申报市值的 15.1%，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 | 3.90% | +0.01% | -0.18% | |
| 2 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 3.63% | +0.89% | +31.16% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 3.40% | +0.69% | +3.10% | |
| 4 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 3.16% | +1.45% | +4.08% | |
| 5 | AMAT | Applied Materials Inc | 股票-科技 | 3.00% | +2.50% | -3.87% | |
| 6 | ETN | Eaton Corporation plc | 股票-工业 | 2.87% | +0.15% | +0.51% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.81% | -0.04% | +1.06% | |
| 8 | ABBV | Abbvie Inc | 股票-医疗保健 | 2.64% | +0.10% | +0.97% | |
| 9 | GLD | Spdr Gold Shares | ETF-避险与商品 | 2.56% | -0.43% | +2.51% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.55% | +0.14% | — | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 2.43% | -0.13% | +1.31% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.39% | +0.30% | -0.68% | |
| 13 | MCK | Mckesson CORP | 股票-医疗保健 | 2.37% | -0.42% | +0.80% | |
| 14 | AVGO | Broadcom Inc | 股票-科技 | 2.36% | +0.28% | -0.83% | |
| 15 | QLTA | Ishares Aaa - A Rated Corpor | ETF-其他 | 2.36% | -0.29% | +24.71% | |
| 16 | TJX | Tjx Companies Inc | 股票-周期性消费 | 2.34% | -0.30% | +0.31% | |
| 17 | XLF | Ss Financial Select Sector | ETF-其他 | 2.27% | -0.06% | +0.82% | |
| 18 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 2.21% | -0.12% | +94.13% | |
| 19 | VTV | Vanguard Value ETF | ETF-其他 | 2.20% | +0.93% | +11.71% | |
| 20 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.20% | -0.28% | +0.41% | |
| 21 | NVDA | Nvidia CORP | 股票-科技 | 2.15% | +0.22% | +1.07% | |
| 22 | CBOE | Cboe Global Markets Inc | 股票-金融 | 2.14% | -0.42% | +0.79% | |
| 23 | WM | Waste Management Inc | 股票-工业 | 2.14% | -0.37% | +0.66% | |
| 24 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 2.10% | -0.17% | +1.67% | |
| 25 | VDE | Vanguard Energy ETF | ETF-其他 | 2.01% | -0.43% | +0.61% | |
| 26 | APH | Amphenol Corp-cl A | 股票-科技 | 2.00% | +0.50% | -0.11% | |
| 27 | PKG | Packaging CORP Of America | 股票-周期性消费 | 1.98% | +0.12% | +1.45% | |
| 28 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.95% | -1.79% | +1.47% | |
| 29 | V | Visa Inc-class A Shares | 股票-金融 | 1.90% | +0.06% | +1.11% | |
| 30 | ORCL | Oracle CORP | 股票-科技 | 1.86% | -0.18% | +1.54% | |
| 31 | BND | Vanguard Total Bond Market | ETF-其他 | 1.84% | -0.23% | +51.24% | |
| 32 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.84% | -0.23% | +55.94% | |
| 33 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.83% | -0.23% | +59.74% | |
| 34 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.77% | -0.50% | +0.89% | |
| 35 | WMT | Walmart Inc | 股票-非周期性消费 | 1.76% | -0.24% | +4.59% | |
| 36 | EQIX | Equinix Inc | 股票-房地产 | 1.64% | +0.27% | +15.82% | |
| 37 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.56% | +0.18% | +1.37% | |
| 38 | NFLX | Netflix Inc | 股票-通信服务 | 1.44% | -0.38% | +0.49% | |
| 39 | ANET | Arista Networks Inc | 股票-科技 | 1.43% | +0.60% | +14.08% | |
| 40 | TMUS | T-mobile US Inc | 股票-通信服务 | 1.35% | -1.35% | EXIT | |
| 41 | SYK | Stryker CORP | 股票-医疗保健 | 1.26% | -1.26% | EXIT | |
| 42 | EMR | Emerson Electric Co | 股票-工业 | 1.23% | -0.05% | -2.29% | |
| 43 | SHW | Sherwin-williams Co/the | 股票-原材料 | 1.21% | +0.20% | +4.67% | |
| 44 | FAST | Fastenal Co | 股票-工业 | 1.16% | +0.20% | +10.14% | |
| 45 | SO | Southern Co/the | 股票-公用事业 | 0.93% | -0.23% | -4.77% | |
| 46 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.93% | -0.12% | +46.60% | |
| 47 | CTAS | Cintas CORP | 股票-工业 | 0.71% | -0.02% | +12.03% | |
| 48 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 0.62% | +0.34% | +10.14% | |
| 49 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.53% | -0.03% | +3.77% | |
| 50 | CSX | Csx CORP | 股票-工业 | 0.53% | +0.01% | -1.67% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | XLC | Ss Comm Select Sector Spdr | +1% | +94.13% | 加仓 |
| 2 | SCHF | Schwab Intl Equity ETF | +0.9% | +31.16% | 加仓 |
| 3 | AGG | Ishares Core U.s. Aggregate | +0.7% | +59.74% | 加仓 |
| 4 | IGSB | Ishares 1-5y Inv Grade CORP | +0.6% | +55.94% | 加仓 |
| 5 | AMAT | Applied Materials Inc | +0.6% | -3.87% | 减仓 |
| 6 | BND | Vanguard Total Bond Market | +0.6% | +51.24% | 加仓 |
| 7 | VDE | Vanguard Energy ETF | +0.5% | +0.61% | 加仓 |
| 8 | EQIX | Equinix Inc | +0.5% | +15.82% | 加仓 |
| 9 | QLTA | Ishares Aaa - A Rated Corpor | +0.4% | +24.71% | 加仓 |
| 10 | ETN | Eaton Corporation plc | +0.3% | +0.51% | 加仓 |
| 11 | BSV | Vanguard Short-term Bond ETF | +0.3% | +46.60% | 加仓 |
| 12 | COST | Costco Wholesale CORP | +0.3% | +0.41% | 加仓 |
| 13 | VTV | Vanguard Value ETF | +0.3% | +11.71% | 加仓 |
| 14 | GLD | Spdr Gold Shares | +0.2% | +2.51% | 加仓 |
| 15 | WMT | Walmart Inc | +0.2% | +4.59% | 加仓 |
| 16 | FAST | Fastenal Co | +0.2% | +10.14% | 加仓 |
| 17 | CBOE | Cboe Global Markets Inc | +0.2% | +0.79% | 加仓 |
| 18 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.2% | +1.67% | 加仓 |
| 19 | TMUS | T-mobile US Inc | +0.1% | +7.82% | 加仓 |
| 20 | MCK | Mckesson CORP | +0.1% | +0.80% | 加仓 |
| 21 | WM | Waste Management Inc | +0.1% | +0.66% | 加仓 |
| 22 | ANET | Arista Networks Inc | +0.1% | +14.08% | 加仓 |
| 23 | SMH | Vaneck Semiconductor ETF | +0.1% | +10.14% | 加仓 |
| 24 | TJX | Tjx Companies Inc | +0.1% | +0.31% | 加仓 |
| 25 | PKG | Packaging CORP Of America | +0.1% | +1.45% | 加仓 |
| 26 | CSX | Csx CORP | +0.1% | -1.67% | 减仓 |
| 27 | SO | Southern Co/the | 0% | -4.77% | 减仓 |
| 28 | AEP | American Electric Power | 0% | — | 不变 |
| 29 | NFLX | Netflix Inc | 0% | +0.49% | 加仓 |
| 30 | SHW | Sherwin-williams Co/the | 0% | +4.67% | 加仓 |
| 31 | SYK | Stryker CORP | — | +7.83% | 加仓 |
| 32 | WOR | Worthington Enterprises Inc | — | -2.09% | 减仓 |
| 33 | CTAS | Cintas CORP | 0% | +12.03% | 加仓 |
| 34 | SCHB | Schwab US Broad Market ETF | 0% | +3.77% | 加仓 |
| 35 | EMR | Emerson Electric Co | -0.1% | -2.29% | 减仓 |
| 36 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -0.1% | +3.10% | 加仓 |
| 37 | QQQM | Invesco Nasdaq 100 ETF | -0.1% | +4.08% | 加仓 |
| 38 | ABBV | Abbvie Inc | -0.1% | +0.97% | 加仓 |
| 39 | NVDA | Nvidia CORP | -0.2% | +1.07% | 加仓 |
| 40 | APH | Amphenol Corp-cl A | -0.2% | -0.11% | 减仓 |
| 41 | AMZN | Amazon.com Inc | -0.2% | +1.37% | 加仓 |
| 42 | XLF | Ss Financial Select Sector | -0.3% | +0.82% | 加仓 |
| 43 | GOOGL | Alphabet Inc-cl A | -0.3% | -0.68% | 减仓 |
| 44 | JPM | Jpmorgan Chase & Co | -0.3% | +1.06% | 加仓 |
| 45 | V | Visa Inc-class A Shares | -0.3% | +1.11% | 加仓 |
| 46 | AVGO | Broadcom Inc | -0.3% | -0.83% | 减仓 |
| 47 | AAPL | Apple Inc | -0.3% | -0.18% | 减仓 |
| 48 | PLTR | Palantir Technologies Inc-a | -0.4% | +0.89% | 加仓 |
| 49 | ABT | Abbott Laboratories | -0.4% | +1.47% | 加仓 |
| 50 | ORCL | Oracle CORP | -0.6% | +1.54% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，SHUTTLEWORTH & Co 在 Q1 2026 季度的美股持仓总市值约为 US$1.3亿，共申报了 52 个公开持股仓位。
在 Q1 2026 季度，SHUTTLEWORTH & Co 按市值排列的前三大核心持股分别为：AAPL (3.9%)、SCHF (3.6%)、SPYM (3.4%)。其中最大持股仓位 AAPL 占据整体投资组合约 3.9% 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
VB
市值: US$281.8万
本季最大获利了结 / 清仓标的
BSX
前期市值: US$172.9万
在 Q1 2026 季度中，SHUTTLEWORTH & Co 共进行了 59 项持仓异动，包含新建仓 1 个仓位、加仓 41 个仓位、减仓 9 个仓位以及清仓 8 个仓位。 其中最大新建仓标的为 VB。 本季清仓仓位包含 BSX。
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。