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: 0001755911
申报总市值
US$11.0亿
US$11.0亿
75 檔
19.8%
在 Q1 2026 申报期间，Taikang Asset Management（CIK: 0001755911）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$11.0亿，共持有 75 个公开申报仓位。
在 Q1 2026，Taikang Asset Management 展现出较为审慎的避险与获利了结姿态。本季共减仓 20 个仓位并完全清仓 42 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，Taikang Asset Management 的前 5 大核心持股（包含 TSLA, VOO, AAPL 等）合计占整体申报市值的 19.8%，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 | TSLA | Tesla Inc | 股票-周期性消费 | 5.14% | +0.18% | — | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 4.96% | +0.25% | — | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.94% | +0.17% | -25.11% | |
| 4 | LITE | Lumentum Holdings Inc | 股票-科技 | 3.89% | +0.52% | -1.18% | |
| 5 | FUTU | Futu Holdings Ltd-adr | 股票-金融 | 3.76% | -3.63% | +51.40% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.63% | -0.64% | -21.93% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.39% | -0.17% | +0.31% | |
| 8 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 3.00% | -0.82% | +10.84% | |
| 9 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 2.84% | +1.11% | +42.37% | |
| 10 | PDD | Pdd Holdings Inc | 股票-周期性消费 | 2.68% | -0.86% | +175.97% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 2.59% | -0.30% | +7.63% | |
| 12 | MU | Micron Technology Inc | 股票-科技 | 2.36% | +3.80% | +156.69% | |
| 13 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.27% | +0.13% | -11.59% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 2.10% | +0.08% | +21.17% | |
| 15 | PM | Philip Morris International | 股票-非周期性消费 | 2.09% | -1.78% | -2.42% | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 2.00% | +0.78% | -47.53% | |
| 17 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.92% | -0.04% | — | |
| 18 | QXO | Qxo Inc | 股票-工业 | 1.75% | -0.06% | +53.02% | |
| 19 | COP | Conocophillips | 股票-能源 | 1.70% | -0.47% | +13.83% | |
| 20 | AVGO | Broadcom Inc | 股票-科技 | 1.70% | -0.25% | +140.28% | |
| 21 | SNPS | Synopsys Inc | 股票-科技 | 1.62% | -0.31% | +21.56% | |
| 22 | AJG | Arthur J Gallagher & Co | 股票-金融 | 1.47% | -0.90% | +14.03% | |
| 23 | CFG | Citizens Financial Group | 股票-金融 | 1.42% | +0.10% | +127.55% | |
| 24 | USB | US Bancorp | 股票-金融 | 1.41% | -0.13% | -6.15% | |
| 25 | EFX | Equifax Inc | 股票-工业 | 1.38% | -1.38% | EXIT | |
| 26 | CPAY | Corpay Inc | 股票-科技 | 1.36% | +0.06% | +20.15% | |
| 27 | ELV | Elevance Health Inc | 股票-医疗保健 | 1.34% | +0.15% | +42.34% | |
| 28 | KDP | Keurig Dr Pepper Inc | 股票-非周期性消费 | 1.33% | +0.40% | — | |
| 29 | ZTS | Zoetis Inc | 股票-医疗保健 | 1.28% | -0.48% | — | |
| 30 | TEL | TE Connectivity plc | 股票-科技 | 1.26% | +0.16% | +32.59% | |
| 31 | STX | Seagate Technology Holdings plc | 股票-科技 | 1.24% | +0.67% | -11.27% | |
| 32 | QCOM | Qualcomm Inc | 股票-科技 | 1.22% | -0.06% | +64.77% | |
| 33 | UBER | Uber Technologies Inc | 股票-工业 | 1.20% | -0.71% | +72.62% | |
| 34 | SPOT | Spotify Technology S.A. | 股票-通信服务 | 1.10% | -0.08% | +34.60% | |
| 35 | IQV | Iqvia Holdings Inc | 股票-医疗保健 | 1.05% | +0.12% | +32.86% | |
| 36 | PTC | Ptc Inc | 股票-科技 | 0.98% | -0.67% | — | |
| 37 | BRO | Brown & Brown Inc | 股票-金融 | 0.97% | -0.09% | +24.75% | |
| 38 | ALGN | Align Technology Inc | 股票-医疗保健 | 0.94% | -0.10% | +50.70% | |
| 39 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.93% | -0.15% | +26.39% | |
| 40 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.92% | +0.25% | -4.08% | |
| 41 | FISV | Fiserv Inc | 股票-其他 | 0.91% | -0.91% | EXIT | |
| 42 | NTES | Netease Inc-adr | 股票-通信服务 | 0.89% | +0.04% | +29.03% | |
| 43 | ETN | Eaton Corporation plc | 股票-工业 | 0.86% | +0.61% | — | |
| 44 | MDT | Medtronic plc | 股票-医疗保健 | 0.85% | +0.46% | — | |
| 45 | WFC | Wells Fargo & Co | 股票-金融 | 0.84% | +0.23% | +112.07% | |
| 46 | APG | Api Group CORP | 股票-工业 | 0.83% | +0.20% | -9.57% | |
| 47 | AVTR | Avantor Inc | 股票-医疗保健 | 0.79% | -0.27% | +109.40% | |
| 48 | TXN | Texas Instruments Inc | 股票-科技 | 0.78% | +0.08% | — | |
| 49 | LPLA | Lpl Financial Holdings Inc | 股票-金融 | 0.78% | -0.11% | — | |
| 50 | ADSK | Autodesk Inc | 股票-科技 | 0.73% | -0.10% | +179.52% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | LITE | Lumentum Holdings Inc | +1.8% | -1.18% | 减仓 |
| 2 | PDD | Pdd Holdings Inc | +1.6% | +175.97% | 加仓 |
| 3 | MU | Micron Technology Inc | +1.6% | +156.69% | 加仓 |
| 4 | TSM | Taiwan Semiconductor-sp Adr | +1.1% | +42.37% | 加仓 |
| 5 | AVGO | Broadcom Inc | +0.9% | +140.28% | 加仓 |
| 6 | CFG | Citizens Financial Group | +0.8% | +127.55% | 加仓 |
| 7 | FUTU | Futu Holdings Ltd-adr | +0.8% | +51.40% | 加仓 |
| 8 | COP | Conocophillips | +0.7% | +13.83% | 加仓 |
| 9 | QXO | Qxo Inc | +0.6% | +53.02% | 加仓 |
| 10 | UBER | Uber Technologies Inc | +0.4% | +72.62% | 加仓 |
| 11 | ADSK | Autodesk Inc | +0.4% | +179.52% | 加仓 |
| 12 | WFC | Wells Fargo & Co | +0.4% | +112.07% | 加仓 |
| 13 | ALGN | Align Technology Inc | +0.4% | +50.70% | 加仓 |
| 14 | EFX | Equifax Inc | +0.4% | +61.51% | 加仓 |
| 15 | BE | Bloom Energy Corp- A | +0.3% | +61.47% | 加仓 |
| 16 | STX | Seagate Technology Holdings plc | +0.3% | -11.27% | 减仓 |
| 17 | PGR | Progressive CORP | +0.3% | +88.51% | 加仓 |
| 18 | AVTR | Avantor Inc | +0.3% | +109.40% | 加仓 |
| 19 | QCOM | Qualcomm Inc | +0.2% | +64.77% | 加仓 |
| 20 | TEL | TE Connectivity plc | +0.2% | +32.59% | 加仓 |
| 21 | ELV | Elevance Health Inc | +0.2% | +42.34% | 加仓 |
| 22 | CPAY | Corpay Inc | +0.2% | +20.15% | 加仓 |
| 23 | SPGI | S&p Global Inc | +0.1% | +62.53% | 加仓 |
| 24 | SPOT | Spotify Technology S.A. | +0.1% | +34.60% | 加仓 |
| 25 | ORCL | Oracle CORP | +0.1% | +68.91% | 加仓 |
| 26 | FISV | Fiserv Inc | +0.1% | +33.76% | 加仓 |
| 27 | V | Visa Inc-class A Shares | +0.1% | +21.17% | 加仓 |
| 28 | META | Meta Platforms Inc-class A | +0.1% | +26.39% | 加仓 |
| 29 | NTES | Netease Inc-adr | +0.1% | +29.03% | 加仓 |
| 30 | SNPS | Synopsys Inc | +0.1% | +21.56% | 加仓 |
| 31 | ADBE | Adobe Inc | 0% | +49.92% | 加仓 |
| 32 | EFA | Ishares Msci Eafe ETF | 0% | — | 不变 |
| 33 | ZTO | Zto Express Cayman Inc-adr | 0% | — | 不变 |
| 34 | BRO | Brown & Brown Inc | 0% | +24.75% | 加仓 |
| 35 | BIDU | Baidu Inc - Spon Adr | 0% | +27.27% | 加仓 |
| 36 | PM | Philip Morris International | 0% | -2.42% | 减仓 |
| 37 | IQV | Iqvia Holdings Inc | 0% | +32.86% | 加仓 |
| 38 | ADI | Analog Devices Inc | 0% | -17.52% | 减仓 |
| 39 | WTW | Willis Towers Watson Public Limited Company | 0% | -14.63% | 减仓 |
| 40 | NBP | Novabridge Biosciences | 0% | +32.75% | 加仓 |
| 41 | AMT | American Tower CORP | 0% | -2.98% | 减仓 |
| 42 | TRU | Transunion | 0% | -21.26% | 减仓 |
| 43 | BZ | Kanzhun LTD - Adr | 0% | +3.95% | 加仓 |
| 44 | APG | Api Group CORP | 0% | -9.57% | 减仓 |
| 45 | CRM | Salesforce Inc | -0.1% | +31.62% | 加仓 |
| 46 | AJG | Arthur J Gallagher & Co | -0.1% | +14.03% | 加仓 |
| 47 | USB | US Bancorp | -0.1% | -6.15% | 减仓 |
| 48 | BABA | Alibaba Group Holding-sp Adr | -0.1% | +10.84% | 加仓 |
| 49 | PPL | Ppl CORP | -0.2% | -29.20% | 减仓 |
| 50 | VOO | Vanguard S&p 500 ETF | -0.2% | — | 不变 |
根据 SEC 官方 Form 13F 申报备案，Taikang Asset Management 在 Q1 2026 季度的美股持仓总市值约为 US$11.0亿，共申报了 75 个公开持股仓位。
在 Q1 2026 季度，Taikang Asset Management 按市值排列的前三大核心持股分别为：TSLA (5.1%)、VOO (5.0%)、AAPL (3.9%)。其中最大持股仓位 TSLA 占据整体投资组合约 5.1% 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
KDP
市值: US$1339.4万
本季最大获利了结 / 清仓标的
ROP
前期市值: US$768.3万
在 Q1 2026 季度中，Taikang Asset Management 共进行了 112 项持仓异动，包含新建仓 11 个仓位、加仓 39 个仓位、减仓 20 个仓位以及清仓 42 个仓位。 其中最大新建仓标的为 KDP。 本季清仓仓位包含 ROP。
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。