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: 0001411530
申报总市值
US$147.8亿
US$147.8亿
767 檔
19.6%
在 Q2 2026 的 13F 官方备案中，Sumitomo Mitsui DS Asset Management Company, Ltd 管理的美股投资组合规模来到 US$147.8亿，整体持股档数为 767 档。
在 Q2 2026，Sumitomo Mitsui DS Asset Management Company, Ltd 操作展现出积极扩展与加仓意向。本季共新建仓 15 个新仓位，并对 108 个既有持股进行加仓（合计增持 123 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 Mitsui DS Asset Management Company, Ltd 的前 5 大核心持股（包含 NVDA, AAPL, MSFT 等）合计占整体申报市值的 19.6%，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 767 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 | NVDA | Nvidia CORP | 股票-科技 | 5.62% | +0.74% | -1.40% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.73% | +0.69% | +1.58% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.64% | +1.31% | +2.47% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.14% | -0.18% | +25.25% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.87% | +0.15% | +8.07% | |
| 6 | CAT | Caterpillar Inc | 股票-工业 | 2.30% | -0.58% | -0.99% | |
| 7 | GS | Goldman Sachs Group Inc | 股票-金融 | 2.01% | -0.25% | -1.13% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 1.97% | -0.12% | +2.47% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.96% | -0.08% | -2.98% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.59% | -0.02% | -0.29% | |
| 11 | MU | Micron Technology Inc | 股票-科技 | 1.42% | -0.02% | +9.48% | |
| 12 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.41% | +0.38% | -0.73% | |
| 13 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.23% | -0.05% | +0.36% | |
| 14 | TSLA | Tesla Inc | 股票-周期性消费 | 1.17% | -0.17% | +1.53% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 1.16% | +0.05% | -0.18% | |
| 16 | GLDM | Spdr Gold Minishares Trust | ETF-避险与商品 | 1.16% | -0.24% | +31.51% | |
| 17 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.07% | -0.14% | -0.18% | |
| 18 | AMD | Advanced Micro Devices | 股票-科技 | 1.06% | +0.07% | -2.90% | |
| 19 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.05% | +0.04% | +0.40% | |
| 20 | HD | Home Depot Inc | 股票-周期性消费 | 0.95% | -0.20% | -0.12% | |
| 21 | AXP | American Express Co | 股票-金融 | 0.84% | -0.10% | -1.33% | |
| 22 | VUG | Vanguard Growth ETF | ETF-其他 | 0.82% | -0.01% | +482.96% | |
| 23 | VTV | Vanguard Value ETF | ETF-其他 | 0.81% | -0.03% | +3.28% | |
| 24 | AMGN | Amgen Inc | 股票-医疗保健 | 0.80% | +0.13% | -0.85% | |
| 25 | CSCO | Cisco Systems Inc | 股票-科技 | 0.76% | -0.07% | +12.98% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.74% | +0.01% | +2.80% | |
| 27 | URTH | Ishares Msci World ETF | ETF-其他 | 0.74% | +0.01% | +29.05% | |
| 28 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 0.74% | -0.03% | +1.39% | |
| 29 | IBM | Intl Business Machines CORP | 股票-科技 | 0.73% | -0.17% | -0.23% | |
| 30 | INTC | Intel CORP | 股票-科技 | 0.73% | -0.07% | -6.45% | |
| 31 | BND | Vanguard Total Bond Market | ETF-其他 | 0.70% | -0.02% | +264.45% | |
| 32 | WMT | Walmart Inc | 股票-非周期性消费 | 0.69% | -0.05% | +1.18% | |
| 33 | SHW | Sherwin-williams Co/the | 股票-原材料 | 0.66% | -0.05% | -1.09% | |
| 34 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.66% | -0.11% | -4.90% | |
| 35 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.63% | +0.04% | -1.64% | |
| 36 | XOM | Exxon Mobil CORP | 股票-能源 | 0.62% | -0.62% | EXIT | |
| 37 | CVX | Chevron CORP | 股票-能源 | 0.62% | +0.14% | -8.24% | |
| 38 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.62% | — | +0.48% | |
| 39 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.59% | -0.01% | -0.25% | |
| 40 | AMAT | Applied Materials Inc | 股票-科技 | 0.58% | -0.17% | +2.21% | |
| 41 | BAC | Bank Of America CORP | 股票-金融 | 0.58% | -0.07% | -0.25% | |
| 42 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.56% | -0.04% | +1.06% | |
| 43 | LRCX | Lam Research CORP | 股票-科技 | 0.54% | -0.13% | +1.55% | |
| 44 | KLAC | Kla CORP | 股票-科技 | 0.53% | -0.17% | +910.44% | |
| 45 | BA | Boeing Co/the | 股票-工业 | 0.52% | -0.08% | -0.97% | |
| 46 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.49% | +0.02% | +6.48% | |
| 47 | WELL | Welltower Inc | 股票-房地产 | 0.44% | +0.02% | +2.76% | |
| 48 | PM | Philip Morris International | 股票-非周期性消费 | 0.43% | +0.02% | +1.65% | |
| 49 | MA | Mastercard Inc - A | 股票-金融 | 0.43% | +0.02% | -0.48% | |
| 50 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.42% | -0.01% | +1.74% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +1% | +9.48% | 加仓 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.8% | +25.25% | 加仓 |
| 3 | AMD | Advanced Micro Devices | +0.6% | -2.90% | 减仓 |
| 4 | CAT | Caterpillar Inc | +0.5% | -0.99% | 减仓 |
| 5 | BND | Vanguard Total Bond Market | +0.5% | +264.45% | 加仓 |
| 6 | INTC | Intel CORP | +0.4% | -6.45% | 减仓 |
| 7 | IYR | Ishares US Real Estate ETF | +0.4% | NEW | 新建仓 |
| 8 | MRVL | Marvell Technology Inc | +0.3% | +88.65% | 加仓 |
| 9 | AMAT | Applied Materials Inc | +0.3% | +2.21% | 加仓 |
| 10 | ✓ | +0.3% | NEW | 新建仓 | |
| 11 | UNH | Unitedhealth Group Inc | +0.3% | -0.18% | 减仓 |
| 12 | ✓ | +0.3% | NEW | 新建仓 | |
| 13 | CSCO | Cisco Systems Inc | +0.2% | +12.98% | 加仓 |
| 14 | LRCX | Lam Research CORP | +0.2% | +1.55% | 加仓 |
| 15 | KLAC | Kla CORP | +0.2% | +910.44% | 加仓 |
| 16 | VEA | Vanguard Ftse Developed ETF | +0.2% | NEW | 新建仓 |
| 17 | IEMG | Ishares Core Msci Emerging | +0.2% | +155.58% | 加仓 |
| 18 | STX | Seagate Technology Holdings plc | +0.2% | -15.39% | 减仓 |
| 19 | SNDK | Sandisk CORP | +0.2% | +160.44% | 加仓 |
| 20 | AMZN | Amazon.com Inc | +0.2% | +8.07% | 加仓 |
| 21 | URTH | Ishares Msci World ETF | +0.2% | +29.05% | 加仓 |
| 22 | GLW | Corning Inc | +0.2% | +35.98% | 加仓 |
| 23 | LLY | Eli Lilly & Co | +0.1% | +0.36% | 加仓 |
| 24 | WDC | Western Digital CORP | +0.1% | -16.28% | 减仓 |
| 25 | AVGO | Broadcom Inc | +0.1% | +2.47% | 加仓 |
| 26 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | -3.80% | 减仓 |
| 27 | PANW | Palo Alto Networks Inc | +0.1% | +3.25% | 加仓 |
| 28 | DDOG | Datadog Inc - Class A | +0.1% | -4.59% | 减仓 |
| 29 | DELL | Dell Technologies -c | +0.1% | -3.09% | 减仓 |
| 30 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | NEW | 新建仓 |
| 31 | VWOB | Vanguard Emerg Mkts Gov Bnd | +0.1% | +39.42% | 加仓 |
| 32 | TXN | Texas Instruments Inc | +0.1% | +0.93% | 加仓 |
| 33 | IAU | Ishares Gold Trust | +0.1% | +143.64% | 加仓 |
| 34 | BAM | Brookfield Asset Mgmt-a | +0.1% | NEW | 新建仓 |
| 35 | ALAB | Astera Labs Inc | +0.1% | +61.43% | 加仓 |
| 36 | APH | Amphenol Corp-cl A | +0.1% | -0.32% | 减仓 |
| 37 | FNV | Franco-nevada CORP | +0.1% | +1719.47% | 加仓 |
| 38 | ROK | Rockwell Automation Inc | +0.1% | +85.36% | 加仓 |
| 39 | ✓ | +0.1% | NEW | 新建仓 | |
| 40 | GE | General Electric | +0.1% | +0.52% | 加仓 |
| 41 | FTNT | Fortinet Inc | +0.1% | -16.93% | 减仓 |
| 42 | RCL | Royal Caribbean Cruises Ltd. | +0.1% | +41.82% | 加仓 |
| 43 | DCI | Donaldson Co Inc | +0.1% | +2174.41% | 加仓 |
| 44 | GEV | GE Vernova Inc | 0% | +0.56% | 加仓 |
| 45 | ANET | Arista Networks Inc | 0% | -2.68% | 减仓 |
| 46 | QCOM | Qualcomm Inc | 0% | +3.32% | 加仓 |
| 47 | MSI | Motorola Solutions Inc | 0% | +68.95% | 加仓 |
| 48 | VGT | Vanguard Info Tech ETF | 0% | +946.19% | 加仓 |
| 49 | CVS | Cvs Health CORP | 0% | +5.52% | 加仓 |
| 50 | FTAI | FTAI Aviation Ltd. | 0% | +184.98% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Sumitomo Mitsui DS Asset Management Company, Ltd 在 Q2 2026 季度的美股持仓总市值约为 US$147.8亿，共申报了 767 个公开持股仓位。
在 Q2 2026 季度，Sumitomo Mitsui DS Asset Management Company, Ltd 按市值排列的前三大核心持股分别为：NVDA (5.6%)、AAPL (4.7%)、MSFT (3.6%)。其中最大持股仓位 NVDA 占据整体投资组合约 5.6% 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
IYR
市值: US$5580.9万
本季最大获利了结 / 清仓标的
HON
前期市值: US$7461.9万
在 Q2 2026 季度中，Sumitomo Mitsui DS Asset Management Company, Ltd 共进行了 199 项持仓异动，包含新建仓 15 个仓位、加仓 108 个仓位、减仓 69 个仓位以及清仓 7 个仓位。 其中最大新建仓标的为 IYR。 本季清仓仓位包含 HON。
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。