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: 0000937760
申报总市值
US$61.2亿
US$61.2亿
282 檔
40.9%
根据最新整理的 13F 季度数据集，Sumitomo Life Insurance Co 于 Q1 2026 结束时的管理资产规模为 US$61.2亿。该机构在本季度申报了 282 档美股持仓，呈现出该时期的主要投资地图。
在 Q1 2026，Sumitomo Life Insurance Co 操作展现出积极扩展与加仓意向。本季共新建仓 8 个新仓位，并对 112 个既有持股进行加仓（合计增持 120 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Sumitomo Life Insurance Co 的前 5 大核心持股（包含 SCHD, IVV, TIP 等）合计占整体申报市值的 40.9%，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 282 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 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 32.77% | -1.89% | +46.38% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 15.80% | +6.85% | +37.02% | |
| 3 | TIP | Ishares Tips Bond ETF | ETF-其他 | 3.93% | -0.46% | — | |
| 4 | PBP | Invesco S&p 500 Buywrite ETF | ETF-大型股与成长 | 3.21% | -0.88% | — | |
| 5 | IVVW | Ishares S&p 500 Buywrite ETF | ETF-大型股与成长 | 3.11% | -0.90% | — | |
| 6 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 2.95% | -1.55% | -11.88% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 2.60% | -0.56% | +3.48% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 2.11% | -0.45% | +13.03% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.74% | -0.32% | +5.81% | |
| 10 | XYLD | Global X S&p 500 Cove Call E | ETF-大型股与成长 | 1.57% | -0.43% | — | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.55% | -0.48% | -6.28% | |
| 12 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.32% | -0.20% | +1.49% | |
| 13 | AVGO | Broadcom Inc | 股票-科技 | 0.93% | -0.13% | +8.33% | |
| 14 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 0.90% | +0.13% | -40.91% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.87% | +0.65% | -65.69% | |
| 16 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.84% | -0.10% | +19.82% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.72% | -0.17% | +8.43% | |
| 18 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-其他 | 0.69% | -0.02% | -11.19% | |
| 19 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.62% | -0.21% | -2.69% | |
| 20 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.58% | +0.14% | -25.21% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.58% | -0.03% | +56.39% | |
| 22 | MA | Mastercard Inc - A | 股票-金融 | 0.58% | -0.16% | +7.75% | |
| 23 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.55% | +0.51% | -51.60% | |
| 24 | USHY | Ishares Broad Usd High Yield | ETF-非投资级债 | 0.53% | +0.26% | -19.01% | |
| 25 | WMT | Walmart Inc | 股票-非周期性消费 | 0.52% | -0.19% | +13.66% | |
| 26 | GSG | Ishares S&p Gsci Commodity I | ETF-避险与商品 | 0.49% | -0.20% | -63.00% | |
| 27 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.49% | -0.08% | +8.45% | |
| 28 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.47% | -0.11% | -1.55% | |
| 29 | FEZ | State Street Spdr Euro Stoxx | ETF-其他 | 0.47% | -0.20% | -17.91% | |
| 30 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.42% | -0.12% | +29.21% | |
| 31 | WM | Waste Management Inc | 股票-工业 | 0.41% | -0.12% | +3.32% | |
| 32 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.40% | -0.09% | +21.11% | |
| 33 | CME | Cme Group Inc | 股票-金融 | 0.38% | -0.18% | +9.84% | |
| 34 | UBER | Uber Technologies Inc | 股票-工业 | 0.36% | -0.11% | +26.67% | |
| 35 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.35% | -0.10% | +30.57% | |
| 36 | USRT | Ishares Core US Reit ETF | ETF-其他 | 0.35% | +0.04% | -14.87% | |
| 37 | SPGI | S&p Global Inc | 股票-金融 | 0.35% | -0.12% | +12.10% | |
| 38 | VRT | Vertiv Holdings Co-a | 股票-工业 | 0.33% | -0.01% | -14.79% | |
| 39 | MELI | Mercadolibre Inc | 股票-周期性消费 | 0.30% | -0.10% | +25.86% | |
| 40 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.29% | +0.16% | +6.00% | |
| 41 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.28% | -0.02% | -46.60% | |
| 42 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.28% | -0.08% | +13.06% | |
| 43 | GEV | GE Vernova Inc | 股票-工业 | 0.27% | — | +284.07% | |
| 44 | ABNB | Airbnb Inc-class A | 股票-周期性消费 | 0.25% | -0.24% | +11.50% | |
| 45 | TMUS | T-mobile US Inc | 股票-通信服务 | 0.25% | -0.09% | +27.26% | |
| 46 | VMC | Vulcan Materials Co | 股票-原材料 | 0.25% | -0.06% | +16.51% | |
| 47 | SYY | Sysco CORP | 股票-非周期性消费 | 0.23% | — | +45.86% | |
| 48 | BSX | Boston Scientific CORP | 股票-医疗保健 | 0.22% | -0.10% | +11.77% | |
| 49 | IFRA | Ishares US Infrastructure | ETF-其他 | 0.22% | +0.08% | -15.56% | |
| 50 | TSLA | Tesla Inc | 股票-周期性消费 | 0.22% | -0.05% | +2.62% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SCHD | Schwab US Dvd Equity ETF | +9.5% | +46.38% | 加仓 |
| 2 | IVV | Ishares Core S&p 500 ETF | +1.7% | +37.02% | 加仓 |
| 3 | GEV | GE Vernova Inc | +0.2% | +284.07% | 加仓 |
| 4 | VOO | Vanguard S&p 500 ETF | +0.1% | +56.39% | 加仓 |
| 5 | NEE | Nextera Energy Inc | +0.1% | +29.21% | 加仓 |
| 6 | XOM | Exxon Mobil CORP | +0.1% | +29.27% | 加仓 |
| 7 | CW | Curtiss-wright CORP | +0.1% | +194.66% | 加仓 |
| 8 | WMT | Walmart Inc | 0% | +13.66% | 加仓 |
| 9 | PG | Procter & Gamble Co/the | 0% | +30.57% | 加仓 |
| 10 | VRT | Vertiv Holdings Co-a | 0% | -14.79% | 减仓 |
| 11 | SYY | Sysco CORP | 0% | +45.86% | 加仓 |
| 12 | JNJ | Johnson & Johnson | 0% | +36.91% | 加仓 |
| 13 | LRCX | Lam Research CORP | 0% | +142.12% | 加仓 |
| 14 | TMUS | T-mobile US Inc | 0% | +27.26% | 加仓 |
| 15 | KLAC | Kla CORP | 0% | +56.19% | 加仓 |
| 16 | FIX | Comfort Systems USA Inc | 0% | +28.36% | 加仓 |
| 17 | CAT | Caterpillar Inc | 0% | +17.06% | 加仓 |
| 18 | AMAT | Applied Materials Inc | 0% | +55.70% | 加仓 |
| 19 | BKR | Baker Hughes Co | 0% | +159.45% | 加仓 |
| 20 | NXT | Nextpower Inc-cl A | 0% | +94.79% | 加仓 |
| 21 | CVX | Chevron CORP | 0% | +2.59% | 加仓 |
| 22 | PEP | Pepsico Inc | 0% | +89.85% | 加仓 |
| 23 | PWR | Quanta Services Inc | 0% | -3.83% | 减仓 |
| 24 | ADI | Analog Devices Inc | 0% | +31.51% | 加仓 |
| 25 | KEYS | Keysight Technologies In | 0% | +2.58% | 加仓 |
| 26 | EOG | Eog Resources Inc | 0% | -2.87% | 减仓 |
| 27 | SU | Suncor Energy Inc | 0% | +2.81% | 加仓 |
| 28 | EQIX | Equinix Inc | 0% | +64.96% | 加仓 |
| 29 | MSI | Motorola Solutions Inc | 0% | +48.13% | 加仓 |
| 30 | INTC | Intel CORP | 0% | +66.94% | 加仓 |
| 31 | HLT | Hilton Worldwide Holdings In | 0% | +79.56% | 加仓 |
| 32 | APG | Api Group CORP | 0% | +31.98% | 加仓 |
| 33 | COP | Conocophillips | 0% | +2.24% | 加仓 |
| 34 | VLO | Valero Energy CORP | 0% | +3.17% | 加仓 |
| 35 | LIN | Linde plc | 0% | +2.78% | 加仓 |
| 36 | OXY | Occidental Petroleum CORP | 0% | +4.33% | 加仓 |
| 37 | APD | Air Products & Chemicals Inc | 0% | +4.33% | 加仓 |
| 38 | CME | Cme Group Inc | — | +9.84% | 加仓 |
| 39 | CDNS | Cadence Design Sys Inc | — | +26.85% | 加仓 |
| 40 | MU | Micron Technology Inc | — | +2.63% | 加仓 |
| 41 | COST | Costco Wholesale CORP | — | +2.60% | 加仓 |
| 42 | WMB | Williams Cos Inc | — | -5.34% | 减仓 |
| 43 | MRK | Merck & Co. Inc. | — | +2.58% | 加仓 |
| 44 | TER | Teradyne Inc | — | +3.92% | 加仓 |
| 45 | GILD | Gilead Sciences Inc | — | +2.82% | 加仓 |
| 46 | ETN | Eaton Corporation plc | — | -3.78% | 减仓 |
| 47 | DE | Deere & Co | — | +2.86% | 加仓 |
| 48 | LYB | LyondellBasell Industries N.V. | — | +4.29% | 加仓 |
| 49 | SLB | Slb LTD | — | +4.35% | 加仓 |
| 50 | CSX | Csx CORP | — | +2.82% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Sumitomo Life Insurance Co 在 Q1 2026 季度的美股持仓总市值约为 US$61.2亿，共申报了 282 个公开持股仓位。
在 Q1 2026 季度，Sumitomo Life Insurance Co 按市值排列的前三大核心持股分别为：SCHD (32.8%)、IVV (15.8%)、TIP (3.9%)。其中最大持股仓位 SCHD 占据整体投资组合约 32.8% 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
TIP
市值: US$1.7亿
本季最大获利了结 / 清仓标的
ADP
前期市值: US$193.2万
在 Q1 2026 季度中，Sumitomo Life Insurance Co 共进行了 197 项持仓异动，包含新建仓 8 个仓位、加仓 112 个仓位、减仓 66 个仓位以及清仓 11 个仓位。 其中最大新建仓标的为 TIP。 本季清仓仓位包含 ADP。
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。