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: 0001705399
申报总市值
US$6.5亿
US$6.5亿
142 檔
24.8%
Q1 2026 季度申报显示，Stamos Capital Partners, L.P. 披露的美股组合总市值为 US$6.5亿，涵盖 142 个不同之权益投资仓位。
在 Q1 2026，Stamos Capital Partners, L.P. 操作展现出积极扩展与加仓意向。本季共新建仓 6 个新仓位，并对 73 个既有持股进行加仓（合计增持 79 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Stamos Capital Partners, L.P. 的前 5 大核心持股（包含 AGG, MRK, VTEB 等）合计占整体申报市值的 24.8%，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 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 14.37% | -11.09% | +1.74% | |
| 2 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 3.20% | +0.34% | -8.79% | |
| 3 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 2.79% | +2.23% | -2.85% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.49% | +0.08% | +8.03% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.48% | +0.15% | +92.48% | |
| 6 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 2.31% | +0.02% | +29.84% | |
| 7 | XOM | Exxon Mobil CORP | 股票-能源 | 1.98% | +0.39% | -46.14% | |
| 8 | TM | Toyota Motor CORP -spon Adr | 股票-周期性消费 | 1.69% | +0.73% | +4.02% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.65% | +0.09% | +31.02% | |
| 10 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.59% | +0.09% | -9.64% | |
| 11 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.54% | +0.20% | +30.70% | |
| 12 | CVX | Chevron CORP | 股票-能源 | 1.39% | +0.46% | -53.90% | |
| 13 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.35% | +0.16% | +11.72% | |
| 14 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.31% | -0.12% | -7.77% | |
| 15 | BAC | Bank Of America CORP | 股票-金融 | 1.28% | +0.08% | +25.52% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 1.25% | +0.29% | +54.74% | |
| 17 | PFE | Pfizer Inc | 股票-医疗保健 | 1.20% | -0.10% | -13.44% | |
| 18 | T | At&t Inc | 股票-通信服务 | 1.18% | — | -9.87% | |
| 19 | AAPL | Apple Inc | 股票-科技 | 1.17% | -0.02% | +4.56% | |
| 20 | UNP | Union Pacific CORP | 股票-工业 | 1.15% | +0.01% | -0.78% | |
| 21 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.10% | +0.11% | +29.16% | |
| 22 | CRM | Salesforce Inc | 股票-科技 | 1.04% | +0.03% | +81.43% | |
| 23 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 1.02% | +0.34% | +28.94% | |
| 24 | BLK | Blackrock Inc | 股票-金融 | 1.00% | +0.11% | +34.35% | |
| 25 | CNI | Canadian Natl Railway Co | 股票-工业 | 0.98% | -0.04% | +1.67% | |
| 26 | BA | Boeing Co/the | 股票-工业 | 0.95% | +0.05% | +11.26% | |
| 27 | CP | Canadian Pacific Kansas City | 股票-工业 | 0.92% | -0.02% | -3.00% | |
| 28 | NFLX | Netflix Inc | 股票-通信服务 | 0.92% | +0.05% | +47.66% | |
| 29 | ADBE | Adobe Inc | 股票-科技 | 0.91% | -0.19% | +61.92% | |
| 30 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.88% | -0.02% | +16.03% | |
| 31 | ASML | ASML Holding N.V. | 股票-科技 | 0.88% | +0.05% | -4.36% | |
| 32 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.88% | +0.12% | +28.28% | |
| 33 | CI | THE Cigna Group | 股票-医疗保健 | 0.87% | +0.01% | +6.06% | |
| 34 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.86% | +0.12% | -18.70% | |
| 35 | GSK | Gsk Plc-spon Adr | 股票-医疗保健 | 0.85% | +0.07% | -18.25% | |
| 36 | BP | Bp Plc-spons Adr | 股票-能源 | 0.81% | +0.31% | -56.77% | |
| 37 | BX | Blackstone Inc | 股票-金融 | 0.81% | +0.10% | +86.20% | |
| 38 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.80% | +0.27% | +5.87% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.78% | +0.02% | +33.35% | |
| 40 | BN | Brookfield CORP | 股票-金融 | 0.78% | +0.08% | +54.56% | |
| 41 | NVDA | Nvidia CORP | 股票-科技 | 0.76% | -0.01% | +52.15% | |
| 42 | SONY | Sony Group CORP - Sp Adr | 股票-科技 | 0.75% | +0.04% | +81.20% | |
| 43 | AVGO | Broadcom Inc | 股票-科技 | 0.75% | -0.13% | +83.88% | |
| 44 | PAVE | Global X US Infrastructure | ETF-其他 | 0.75% | +0.08% | +1.23% | |
| 45 | CME | Cme Group Inc | 股票-金融 | 0.73% | +0.14% | -9.65% | |
| 46 | MDT | Medtronic plc | 股票-医疗保健 | 0.72% | +0.18% | +11.97% | |
| 47 | F | Ford Motor Co | 股票-周期性消费 | 0.72% | -0.10% | +25.84% | |
| 48 | ENB | Enbridge Inc | 股票-能源 | 0.68% | -0.05% | -15.91% | |
| 49 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.66% | +0.11% | -9.07% | |
| 50 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.66% | +0.16% | +77.73% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.8% | +92.48% | 加仓 |
| 2 | IBM | Intl Business Machines CORP | +0.5% | +772.24% | 加仓 |
| 3 | NFLX | Netflix Inc | +0.3% | +47.66% | 加仓 |
| 4 | V | Visa Inc-class A Shares | +0.3% | +54.74% | 加仓 |
| 5 | AVGO | Broadcom Inc | +0.3% | +83.88% | 加仓 |
| 6 | CRWD | Crowdstrike Holdings Inc - A | +0.3% | +198.30% | 加仓 |
| 7 | JPM | Jpmorgan Chase & Co | +0.2% | +31.02% | 加仓 |
| 8 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +11.72% | 加仓 |
| 9 | SONY | Sony Group CORP - Sp Adr | +0.2% | +81.20% | 加仓 |
| 10 | PANW | Palo Alto Networks Inc | +0.2% | +77.73% | 加仓 |
| 11 | BX | Blackstone Inc | +0.2% | +86.20% | 加仓 |
| 12 | NVDA | Nvidia CORP | +0.2% | +52.15% | 加仓 |
| 13 | AMZN | Amazon.com Inc | +0.2% | +30.70% | 加仓 |
| 14 | CRM | Salesforce Inc | +0.2% | +81.43% | 加仓 |
| 15 | BN | Brookfield CORP | +0.2% | +54.56% | 加仓 |
| 16 | NOW | Servicenow Inc | +0.2% | +134.66% | 加仓 |
| 17 | BLK | Blackrock Inc | +0.2% | +34.35% | 加仓 |
| 18 | AMD | Advanced Micro Devices | +0.2% | +44.11% | 加仓 |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +33.35% | 加仓 |
| 20 | DELL | Dell Technologies -c | +0.1% | +4.47% | 加仓 |
| 21 | ASML | ASML Holding N.V. | +0.1% | -4.36% | 减仓 |
| 22 | HDB | Hdfc Bank Ltd-adr | +0.1% | +94.48% | 加仓 |
| 23 | BAC | Bank Of America CORP | +0.1% | +25.52% | 加仓 |
| 24 | BCS | Barclays Plc-spons Adr | +0.1% | +50.68% | 加仓 |
| 25 | UNH | Unitedhealth Group Inc | +0.1% | +29.84% | 加仓 |
| 26 | UBS | UBS Group AG | +0.1% | +50.77% | 加仓 |
| 27 | ADBE | Adobe Inc | +0.1% | +61.92% | 加仓 |
| 28 | DIS | Walt Disney Co/the | +0.1% | +29.16% | 加仓 |
| 29 | IYR | Ishares US Real Estate ETF | +0.1% | +16.73% | 加仓 |
| 30 | JNJ | Johnson & Johnson | +0.1% | -9.64% | 减仓 |
| 31 | SNOW | Snowflake Inc | +0.1% | +102.14% | 加仓 |
| 32 | SPGI | S&p Global Inc | +0.1% | +54.27% | 加仓 |
| 33 | MCO | Moody's CORP | +0.1% | +68.74% | 加仓 |
| 34 | NEE | Nextera Energy Inc | +0.1% | -7.77% | 减仓 |
| 35 | LLY | Eli Lilly & Co | +0.1% | +28.28% | 加仓 |
| 36 | F | Ford Motor Co | +0.1% | +25.84% | 加仓 |
| 37 | MRK | Merck & Co. Inc. | 0% | -8.79% | 减仓 |
| 38 | PAVE | Global X US Infrastructure | 0% | +1.23% | 加仓 |
| 39 | PG | Procter & Gamble Co/the | 0% | +5.87% | 加仓 |
| 40 | USRT | Ishares Core US Reit ETF | 0% | +6.21% | 加仓 |
| 41 | HSBC | Hsbc Holdings Plc-spons Adr | 0% | +3.10% | 加仓 |
| 42 | CB | Chubb Limited | 0% | +12.88% | 加仓 |
| 43 | MFC | Manulife Financial CORP | 0% | +20.65% | 加仓 |
| 44 | T | At&t Inc | 0% | -9.87% | 减仓 |
| 45 | CNI | Canadian Natl Railway Co | 0% | +1.67% | 加仓 |
| 46 | XBI | Ss Spdr S&p Biotech ETF | 0% | +2.20% | 加仓 |
| 47 | MDLZ | Mondelez International Inc-a | 0% | — | 不变 |
| 48 | HPQ | Hp Inc | 0% | +42.25% | 加仓 |
| 49 | TMO | Thermo Fisher Scientific Inc | 0% | +26.00% | 加仓 |
| 50 | XLU | St Sr Utl Sl Se Spdr Etf-usd | 0% | +0.88% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Stamos Capital Partners, L.P. 在 Q1 2026 季度的美股持仓总市值约为 US$6.5亿，共申报了 142 个公开持股仓位。
在 Q1 2026 季度，Stamos Capital Partners, L.P. 按市值排列的前三大核心持股分别为：AGG (14.4%)、MRK (3.2%)、VTEB (2.8%)。其中最大持股仓位 AGG 占据整体投资组合约 14.4% 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
BIPC
市值: US$31.0万
本季最大获利了结 / 清仓标的
MRK
前期市值: US$1966.3万
在 Q1 2026 季度中，Stamos Capital Partners, L.P. 共进行了 141 项持仓异动，包含新建仓 6 个仓位、加仓 73 个仓位、减仓 62 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 BIPC。
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。