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: 0001637689
申报总市值
US$241.5亿
US$241.5亿
1506 檔
20.1%
Q1 2026 季度申报显示，Swiss Life Asset Management Ltd 披露的美股组合总市值为 US$241.5亿，涵盖 1506 个不同之权益投资仓位。
在 Q1 2026，Swiss Life Asset Management Ltd 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 137 个既有持股进行加仓（合计增持 145 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Swiss Life Asset Management 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 20.1%，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 1506 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 | 7.79% | -0.34% | +14.49% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.32% | +0.06% | +10.49% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.96% | -0.47% | +6.83% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.30% | +0.19% | +8.38% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.46% | +0.07% | +9.81% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.41% | +0.05% | +7.48% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.18% | -0.24% | +10.25% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 1.98% | +0.64% | +12.05% | |
| 9 | TSLA | Tesla Inc | 股票-周期性消费 | 1.69% | — | +6.97% | |
| 10 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.56% | -0.51% | +6.70% | |
| 11 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.53% | +0.24% | +9.78% | |
| 12 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.49% | -0.24% | +12.66% | |
| 13 | MO | Altria Group Inc | 股票-非周期性消费 | 1.32% | -0.16% | +3.51% | |
| 14 | PFE | Pfizer Inc | 股票-医疗保健 | 1.01% | -0.32% | +7.19% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 0.97% | -0.04% | +11.48% | |
| 16 | CME | Cme Group Inc | 股票-金融 | 0.86% | -0.37% | +19.38% | |
| 17 | LRCX | Lam Research CORP | 股票-科技 | 0.82% | +0.56% | +4.75% | |
| 18 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.81% | -0.12% | +13.46% | |
| 19 | CVX | Chevron CORP | 股票-能源 | 0.78% | -0.33% | +24.20% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.76% | -0.07% | +1.63% | |
| 21 | NFLX | Netflix Inc | 股票-通信服务 | 0.76% | -0.25% | +12.66% | |
| 22 | MA | Mastercard Inc - A | 股票-金融 | 0.73% | -0.16% | +35.53% | |
| 23 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.72% | -0.01% | +7.76% | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 0.71% | -0.27% | +15.12% | |
| 25 | OKE | Oneok Inc | 股票-能源 | 0.70% | -0.17% | +3.76% | |
| 26 | WMT | Walmart Inc | 股票-非周期性消费 | 0.67% | -0.11% | +14.36% | |
| 27 | CAT | Caterpillar Inc | 股票-工业 | 0.66% | +0.15% | +6.82% | |
| 28 | MS | Morgan Stanley | 股票-金融 | 0.65% | +0.03% | +5.25% | |
| 29 | CSCO | Cisco Systems Inc | 股票-科技 | 0.64% | +0.22% | +0.69% | |
| 30 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.61% | -0.14% | +13.04% | |
| 31 | HD | Home Depot Inc | 股票-周期性消费 | 0.58% | -0.04% | +7.58% | |
| 32 | TXN | Texas Instruments Inc | 股票-科技 | 0.56% | +0.08% | +5.31% | |
| 33 | BLK | Blackrock Inc | 股票-金融 | 0.54% | -0.15% | +6.89% | |
| 34 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.54% | +0.01% | +39.68% | |
| 35 | IBM | Intl Business Machines CORP | 股票-科技 | 0.52% | -0.03% | +6.60% | |
| 36 | UPS | United Parcel Service-cl B | 股票-工业 | 0.52% | -0.06% | +4.28% | |
| 37 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.51% | -0.08% | +2.82% | |
| 38 | BX | Blackstone Inc | 股票-金融 | 0.51% | -0.09% | +3.61% | |
| 39 | GE | General Electric | 股票-工业 | 0.51% | +0.21% | +6.97% | |
| 40 | AMAT | Applied Materials Inc | 股票-科技 | 0.49% | +0.37% | +23.57% | |
| 41 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.49% | +0.07% | -3.13% | |
| 42 | MU | Micron Technology Inc | 股票-科技 | 0.49% | +0.82% | +92.61% | |
| 43 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.49% | -0.03% | +7.76% | |
| 44 | AMD | Advanced Micro Devices | 股票-科技 | 0.46% | +0.76% | +6.28% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.45% | — | +15.14% | |
| 46 | KLAC | Kla CORP | 股票-科技 | 0.45% | +0.27% | +7.92% | |
| 47 | PAYX | Paychex Inc | 股票-科技 | 0.44% | -0.08% | +13.52% | |
| 48 | ADP | Automatic Data Processing | 股票-科技 | 0.43% | -0.02% | +16.80% | |
| 49 | GEV | GE Vernova Inc | 股票-工业 | 0.43% | +0.15% | +6.70% | |
| 50 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.41% | -0.27% | +53.04% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | VZ | Verizon Communications Inc | +0.3% | +6.70% | 加仓 |
| 2 | JNJ | Johnson & Johnson | +0.3% | +12.66% | 加仓 |
| 3 | NKE | Nike Inc -cl B | +0.3% | +344.72% | 加仓 |
| 4 | CVX | Chevron CORP | +0.3% | +24.20% | 加仓 |
| 5 | XOM | Exxon Mobil CORP | +0.3% | +15.12% | 加仓 |
| 6 | GLIBK | Liberty Capital Corp-cl C | +0.2% | NEW | 新建仓 |
| 7 | SCHW | Schwab (charles) CORP | +0.2% | +53.04% | 加仓 |
| 8 | AMAT | Applied Materials Inc | +0.2% | +23.57% | 加仓 |
| 9 | MO | Altria Group Inc | +0.2% | +3.51% | 加仓 |
| 10 | LRCX | Lam Research CORP | +0.2% | +4.75% | 加仓 |
| 11 | MRK | Merck & Co. Inc. | +0.2% | +13.46% | 加仓 |
| 12 | HYMC | Hycroft Mining Holding Co-a | +0.2% | NEW | 新建仓 |
| 13 | PFE | Pfizer Inc | +0.1% | +7.19% | 加仓 |
| 14 | CAT | Caterpillar Inc | +0.1% | +6.82% | 加仓 |
| 15 | OKE | Oneok Inc | +0.1% | +3.76% | 加仓 |
| 16 | COST | Costco Wholesale CORP | +0.1% | +39.68% | 加仓 |
| 17 | DUK | Duke Energy CORP | +0.1% | +143.67% | 加仓 |
| 18 | WMT | Walmart Inc | +0.1% | +14.36% | 加仓 |
| 19 | NFLX | Netflix Inc | +0.1% | +12.66% | 加仓 |
| 20 | MU | Micron Technology Inc | +0.1% | +92.61% | 加仓 |
| 21 | NTRS | Northern Trust CORP | +0.1% | +263.93% | 加仓 |
| 22 | EIX | Edison International | +0.1% | +14.35% | 加仓 |
| 23 | GEV | GE Vernova Inc | +0.1% | +6.70% | 加仓 |
| 24 | CME | Cme Group Inc | +0.1% | +19.38% | 加仓 |
| 25 | PG | Procter & Gamble Co/the | +0.1% | +13.04% | 加仓 |
| 26 | KLAC | Kla CORP | +0.1% | +7.92% | 加仓 |
| 27 | ADI | Analog Devices Inc | +0.1% | +17.43% | 加仓 |
| 28 | PPG | Ppg Industries Inc | +0.1% | +72.47% | 加仓 |
| 29 | CTSH | Cognizant Tech Solutions-a | +0.1% | +75.60% | 加仓 |
| 30 | GLW | Corning Inc | +0.1% | +9.56% | 加仓 |
| 31 | CVS | Cvs Health CORP | +0.1% | +25.53% | 加仓 |
| 32 | HNGE | Hinge Health Inc-a | +0.1% | NEW | 新建仓 |
| 33 | ODC | Oil-dri CORP Of America | +0.1% | NEW | 新建仓 |
| 34 | TGT | Target CORP | +0.1% | +20.68% | 加仓 |
| 35 | TXN | Texas Instruments Inc | +0.1% | +5.31% | 加仓 |
| 36 | PEP | Pepsico Inc | +0.1% | +17.20% | 加仓 |
| 37 | DOW | Dow Inc | +0.1% | -0.17% | 减仓 |
| 38 | ED | Consolidated Edison Inc | +0.1% | +128.47% | 加仓 |
| 39 | FAST | Fastenal Co | +0.1% | +10.73% | 加仓 |
| 40 | KO | Coca-cola Co/the | +0.1% | +7.76% | 加仓 |
| 41 | NEE | Nextera Energy Inc | +0.1% | +35.67% | 加仓 |
| 42 | FFIV | F5 Inc | +0.1% | +167.34% | 加仓 |
| 43 | KMI | Kinder Morgan, Inc. | +0.1% | +8.02% | 加仓 |
| 44 | URI | United Rentals Inc | +0.1% | +511.66% | 加仓 |
| 45 | EQIX | Equinix Inc | +0.1% | +36.33% | 加仓 |
| 46 | AMGN | Amgen Inc | +0.1% | +11.78% | 加仓 |
| 47 | INTC | Intel CORP | +0.1% | +13.78% | 加仓 |
| 48 | T | At&t Inc | +0.1% | +12.20% | 加仓 |
| 49 | SUNB | Sunbelt Rentals Holdings Inc | +0.1% | NEW | 新建仓 |
| 50 | CHD | Church & Dwight Co Inc | +0.1% | -7.85% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Swiss Life Asset Management Ltd 在 Q1 2026 季度的美股持仓总市值约为 US$241.5亿，共申报了 1506 个公开持股仓位。
在 Q1 2026 季度，Swiss Life Asset Management Ltd 按市值排列的前三大核心持股分别为：NVDA (7.8%)、AAPL (5.3%)、MSFT (5.0%)。其中最大持股仓位 NVDA 占据整体投资组合约 7.8% 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
GLIBK
市值: US$4222.8万
本季最大获利了结 / 清仓标的
ACN
前期市值: US$8996.5万
在 Q1 2026 季度中，Swiss Life Asset Management Ltd 共进行了 200 项持仓异动，包含新建仓 8 个仓位、加仓 137 个仓位、减仓 28 个仓位以及清仓 27 个仓位。 其中最大新建仓标的为 GLIBK。 本季清仓仓位包含 ACN。
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。