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: 0001601489
申报总市值
US$9.8亿
US$9.8亿
294 檔
8.4%
Stanley-Laman Group, Ltd. 在 Q1 2026 季度的美股仓位总计估值为 US$9.8亿，分散于 294 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q1 2026，Stanley-Laman Group, Ltd. 操作展现出积极扩展与加仓意向。本季共新建仓 26 个新仓位，并对 91 个既有持股进行加仓（合计增持 117 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Stanley-Laman Group, Ltd. 的前 5 大核心持股（包含 GOOGL, AMZN, RTX 等）合计占整体申报市值的 8.4%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 294 只）
| # | 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 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.68% | +0.03% | +1.69% | |
| 2 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.01% | -0.13% | +3.38% | |
| 3 | RTX | Rtx CORP | 股票-工业 | 1.95% | -0.40% | +2.32% | |
| 4 | CCJ | Cameco CORP | 股票-能源 | 1.74% | -0.40% | -6.74% | |
| 5 | LRCX | Lam Research CORP | 股票-科技 | 1.73% | +1.07% | +0.82% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 1.66% | -0.14% | +3.61% | |
| 7 | ASML | ASML Holding N.V. | 股票-科技 | 1.60% | +0.23% | +1.17% | |
| 8 | KLAC | Kla CORP | 股票-科技 | 1.41% | +0.90% | +1.99% | |
| 9 | AVGO | Broadcom Inc | 股票-科技 | 1.37% | -0.01% | +2.87% | |
| 10 | ETR | Entergy CORP | 股票-公用事业 | 1.34% | -0.22% | +2.79% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.33% | -0.22% | -33.52% | |
| 12 | AAPL | Apple Inc | 股票-科技 | 1.33% | -0.08% | +6.52% | |
| 13 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.31% | +0.18% | +2.39% | |
| 14 | VAL | Valaris Limited | 股票-能源 | 1.27% | -0.50% | -13.34% | |
| 15 | MPWR | Monolithic Power Systems Inc | 股票-科技 | 1.27% | +0.02% | +2.18% | |
| 16 | LIN | Linde plc | 股票-原材料 | 1.22% | -0.17% | +4.42% | |
| 17 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.99% | -0.87% | +4.38% | |
| 18 | AMD | Advanced Micro Devices | 股票-科技 | 0.99% | +1.26% | +3.20% | |
| 19 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.96% | -0.91% | +7.84% | |
| 20 | ANET | Arista Networks Inc | 股票-科技 | 0.95% | +0.11% | +2.99% | |
| 21 | TTI | Tetra Technologies Inc | 股票-其他 | 0.94% | +0.08% | -12.70% | |
| 22 | VRT | Vertiv Holdings Co-a | 股票-工业 | 0.90% | +0.07% | +784.46% | |
| 23 | WFRD | Weatherford International plc | 股票-能源 | 0.89% | -0.26% | +2.08% | |
| 24 | ARM | Arm Holdings Plc-adr | 股票-科技 | 0.88% | +0.77% | +8.69% | |
| 25 | AMAT | Applied Materials Inc | 股票-科技 | 0.85% | +0.60% | +866.00% | |
| 26 | MA | Mastercard Inc - A | 股票-金融 | 0.80% | -0.12% | +2.19% | |
| 27 | JBL | Jabil Inc | 股票-科技 | 0.80% | +0.16% | +1.19% | |
| 28 | LNTH | Lantheus Holdings Inc | 股票-医疗保健 | 0.80% | -0.03% | +13.29% | |
| 29 | COHU | Cohu Inc | 股票-其他 | 0.79% | +0.76% | +6.89% | |
| 30 | OLN | Olin CORP | 股票-原材料 | 0.78% | -0.35% | +20.16% | |
| 31 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.77% | +0.05% | +4.98% | |
| 32 | AIR | Aar CORP | 股票-工业 | 0.76% | +0.06% | -9.63% | |
| 33 | AR | Antero Resources CORP | 股票-能源 | 0.76% | -0.24% | +7.22% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.75% | -0.04% | -28.50% | |
| 35 | ONTO | Onto Innovation Inc | 股票-科技 | 0.74% | +0.38% | -3.84% | |
| 36 | ADI | Analog Devices Inc | 股票-科技 | 0.74% | -0.74% | EXIT | |
| 37 | SLB | Slb LTD | 股票-能源 | 0.74% | -0.19% | +3.36% | |
| 38 | HPE | Hewlett Packard Enterprise | 股票-科技 | 0.74% | +0.12% | — | |
| 39 | BA | Boeing Co/the | 股票-工业 | 0.71% | -0.07% | +3.20% | |
| 40 | GSK | Gsk Plc-spon Adr | 股票-医疗保健 | 0.71% | -0.15% | +1.00% | |
| 41 | LHX | L3harris Technologies Inc | 股票-工业 | 0.71% | -0.27% | +2.55% | |
| 42 | UUUU | Energy Fuels Inc | 股票-能源 | 0.71% | -0.25% | -3.72% | |
| 43 | PTEN | Patterson-uti Energy Inc | 股票-能源 | 0.71% | -0.28% | +6.36% | |
| 44 | ALB | Albemarle CORP | 股票-原材料 | 0.70% | -0.28% | -6.83% | |
| 45 | PH | Parker Hannifin CORP | 股票-工业 | 0.70% | -0.06% | +2.24% | |
| 46 | TTWO | Take-two Interactive Softwre | 股票-通信服务 | 0.69% | +0.03% | +23.43% | |
| 47 | NXE | Nexgen Energy LTD | 股票-其他 | 0.68% | -0.22% | +1.55% | |
| 48 | VLO | Valero Energy CORP | 股票-能源 | 0.67% | -0.10% | +2.35% | |
| 49 | RRC | Range Resources CORP | 股票-能源 | 0.66% | -0.20% | +45.59% | |
| 50 | MU | Micron Technology Inc | 股票-科技 | 0.66% | +1.16% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | VRT | Vertiv Holdings Co-a | +0.8% | +784.46% | 加仓 |
| 2 | AMAT | Applied Materials Inc | +0.8% | +866.00% | 加仓 |
| 3 | VAL | Valaris Limited | +0.5% | -13.34% | 减仓 |
| 4 | NDAQ | Nasdaq Inc | +0.4% | +723.25% | 加仓 |
| 5 | PTEN | Patterson-uti Energy Inc | +0.3% | +6.36% | 加仓 |
| 6 | LRCX | Lam Research CORP | +0.3% | +0.82% | 加仓 |
| 7 | OLN | Olin CORP | +0.3% | +20.16% | 加仓 |
| 8 | RRC | Range Resources CORP | +0.3% | +45.59% | 加仓 |
| 9 | ARM | Arm Holdings Plc-adr | +0.3% | +8.69% | 加仓 |
| 10 | LYB | LyondellBasell Industries N.V. | +0.3% | +6.88% | 加仓 |
| 11 | ASML | ASML Holding N.V. | +0.3% | +1.17% | 加仓 |
| 12 | KLAC | Kla CORP | +0.2% | +1.99% | 加仓 |
| 13 | ETR | Entergy CORP | +0.2% | +2.79% | 加仓 |
| 14 | VLO | Valero Energy CORP | +0.2% | +2.35% | 加仓 |
| 15 | MPWR | Monolithic Power Systems Inc | +0.2% | +2.18% | 加仓 |
| 16 | COHU | Cohu Inc | +0.2% | +6.89% | 加仓 |
| 17 | AVNT | Avient CORP | +0.2% | +65.20% | 加仓 |
| 18 | SLB | Slb LTD | +0.2% | +3.36% | 加仓 |
| 19 | CORT | Corcept Therapeutics Inc | +0.2% | +106.01% | 加仓 |
| 20 | LIN | Linde plc | +0.2% | +4.42% | 加仓 |
| 21 | CVX | Chevron CORP | +0.2% | +4.98% | 加仓 |
| 22 | AR | Antero Resources CORP | +0.2% | +7.22% | 加仓 |
| 23 | LNTH | Lantheus Holdings Inc | +0.2% | +13.29% | 加仓 |
| 24 | WFRD | Weatherford International plc | +0.1% | +2.08% | 加仓 |
| 25 | WTTR | Select Water Solutions Inc | +0.1% | -9.41% | 减仓 |
| 26 | GEV | GE Vernova Inc | +0.1% | +62.04% | 加仓 |
| 27 | NXE | Nexgen Energy LTD | +0.1% | +1.55% | 加仓 |
| 28 | ONTO | Onto Innovation Inc | +0.1% | -3.84% | 减仓 |
| 29 | ADM | Archer-daniels-midland Co | +0.1% | +2.36% | 加仓 |
| 30 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +2.39% | 加仓 |
| 31 | FANG | Diamondback Energy Inc | +0.1% | +4.35% | 加仓 |
| 32 | CCJ | Cameco CORP | +0.1% | -6.74% | 减仓 |
| 33 | UUUU | Energy Fuels Inc | +0.1% | -3.72% | 减仓 |
| 34 | ✓ | +0.1% | — | 不变 | |
| 35 | AIR | Aar CORP | +0.1% | -9.63% | 减仓 |
| 36 | LMT | Lockheed Martin CORP | +0.1% | +2.73% | 加仓 |
| 37 | JBL | Jabil Inc | +0.1% | +1.19% | 加仓 |
| 38 | LHX | L3harris Technologies Inc | +0.1% | +2.55% | 加仓 |
| 39 | ✓ | Samsung Electronic KRW | +0.1% | — | 不变 |
| 40 | UPS | United Parcel Service-cl B | +0.1% | +32.76% | 加仓 |
| 41 | KEX | Kirby CORP | +0.1% | +1.90% | 加仓 |
| 42 | COST | Costco Wholesale CORP | +0.1% | +3.74% | 加仓 |
| 43 | ✓ | +0.1% | +657.14% | 加仓 | |
| 44 | ✓ | Aspeed Technology Inc Twd 10.0 | +0.1% | — | 不变 |
| 45 | RTX | Rtx CORP | +0.1% | +2.32% | 加仓 |
| 46 | ALB | Albemarle CORP | +0.1% | -6.83% | 减仓 |
| 47 | CAT | Caterpillar Inc | +0.1% | +4.85% | 加仓 |
| 48 | ZETA | Zeta Global Holdings Corp-a | +0.1% | +60.14% | 加仓 |
| 49 | TGT | Target CORP | +0.1% | +4.73% | 加仓 |
| 50 | ✓ | Wiwynn CORP Twd 10.0 | +0.1% | +626.00% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Stanley-Laman Group, Ltd. 在 Q1 2026 季度的美股持仓总市值约为 US$9.8亿，共申报了 294 个公开持股仓位。
在 Q1 2026 季度，Stanley-Laman Group, Ltd. 按市值排列的前三大核心持股分别为：GOOGL (2.7%)、AMZN (2.0%)、RTX (1.9%)。其中最大持股仓位 GOOGL 占据整体投资组合约 2.7% 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
ADI
市值: US$601.0万
本季最大获利了结 / 清仓标的
ORCL
前期市值: US$578.0万
在 Q1 2026 季度中，Stanley-Laman Group, Ltd. 共进行了 172 项持仓异动，包含新建仓 26 个仓位、加仓 91 个仓位、减仓 26 个仓位以及清仓 29 个仓位。 其中最大新建仓标的为 ADI。 本季清仓仓位包含 ORCL。
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。