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: 0001694284
申报总市值
US$14.9亿
US$14.9亿
95 檔
33.7%
根据最新整理的 13F 季度数据集，Tandem Investment Advisors, Inc. 于 Q1 2026 结束时的管理资产规模为 US$14.9亿。该机构在本季度申报了 95 档美股持仓，呈现出该时期的主要投资地图。
在 Q1 2026，Tandem Investment Advisors, Inc. 展现出较为审慎的避险与获利了结姿态。本季共减仓 58 个仓位并完全清仓 12 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，Tandem Investment Advisors, Inc. 的前 5 大核心持股（包含 ICE, NEE, RMD 等）合计占整体申报市值的 33.7%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
MCD
市值: US$2697.4万
本季最大获利了结 / 清仓标的
EXLS
前期市值: US$312.5万
| # | 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 | ICE | Intercontinental Exchange In | 股票-金融 | 5.55% | -1.10% | -11.66% | |
| 2 | NEE | Nextera Energy Inc | 股票-公用事业 | 5.02% | +0.16% | -15.11% | |
| 3 | RMD | Resmed Inc | 股票-医疗保健 | 4.81% | -0.50% | -12.64% | |
| 4 | ✓ | 股票-其他 | 4.62% | — | -10.28% | ||
| 5 | G | Genpact Limited | 股票-科技 | 4.62% | -4.62% | EXIT | |
| 6 | JKHY | Jack Henry & Associates Inc | 股票-科技 | 4.43% | -0.50% | -12.06% | |
| 7 | ✓ | 股票-其他 | 4.30% | — | -10.64% | ||
| 8 | STE | STERIS plc | 股票-医疗保健 | 4.30% | -0.10% | — | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 4.22% | +0.14% | +2.50% | |
| 10 | APH | Amphenol Corp-cl A | 股票-科技 | 4.20% | +1.97% | -28.36% | |
| 11 | ✓ | 股票-其他 | 3.94% | — | -3.96% | ||
| 12 | ZTS | Zoetis Inc | 股票-医疗保健 | 3.94% | -1.54% | — | |
| 13 | BRO | Brown & Brown Inc | 股票-金融 | 3.79% | +0.03% | -8.26% | |
| 14 | SYK | Stryker CORP | 股票-医疗保健 | 3.74% | +0.03% | -14.44% | |
| 15 | ROP | Roper Technologies Inc | 股票-科技 | 3.68% | -0.05% | -4.16% | |
| 16 | ✓ | 股票-其他 | 3.63% | — | -12.02% | ||
| 17 | TRNO | Terreno Realty CORP | 股票-房地产 | 3.63% | +0.78% | — | |
| 18 | CHD | Church & Dwight Co Inc | 股票-非周期性消费 | 3.37% | +0.20% | -7.69% | |
| 19 | ABT | Abbott Laboratories | 股票-医疗保健 | 3.17% | -0.27% | -36.49% | |
| 20 | BLKCHF | Blackrock Inc | 股票-其他 | 2.95% | +0.12% | -9.58% | |
| 21 | INTU | Intuit Inc | 股票-科技 | 2.94% | -1.12% | -0.26% | |
| 22 | MA | Mastercard Inc - A | 股票-金融 | 2.77% | +0.18% | -42.80% | |
| 23 | V | Visa Inc-class A Shares | 股票-金融 | 2.72% | +0.39% | -56.05% | |
| 24 | WCN | Waste Connections Inc | 股票-工业 | 2.58% | +0.15% | -10.68% | |
| 25 | RSG | Republic Services Inc | 股票-工业 | 2.19% | +0.55% | -14.90% | |
| 26 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.19% | +0.67% | +12042.88% | |
| 27 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.12% | -0.01% | -14.53% | |
| 28 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.12% | +0.20% | -34.26% | |
| 29 | EXPD | Expeditors Intl Wash Inc | 股票-工业 | 2.10% | +0.30% | -9.01% | |
| 30 | BDX | Becton Dickinson And Co | 股票-医疗保健 | 1.85% | -0.92% | -2.60% | |
| 31 | ✓ | 股票-其他 | 1.82% | — | +16.21% | ||
| 32 | VRSK | Verisk Analytics Inc | 股票-工业 | 1.82% | -0.06% | — | |
| 33 | ADP | Automatic Data Processing | 股票-科技 | 1.63% | -1.60% | -50.36% | |
| 34 | BR | Broadridge Financial Solutio | 股票-科技 | 1.48% | -0.20% | +22.19% | |
| 35 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.32% | +1.17% | — | |
| 36 | ✓ | Wisconsin Energy CORP | 股票-其他 | 1.30% | +0.07% | +8965.53% | |
| 37 | NDAQ | Nasdaq Inc | 股票-金融 | 0.68% | +0.52% | — | |
| 38 | IDXX | Idexx Laboratories Inc | 股票-医疗保健 | 0.29% | +0.01% | -8.86% | |
| 39 | MEDP | Medpace Holdings Inc | 股票-医疗保健 | 0.28% | +0.05% | -15.83% | |
| 40 | ✓ | 股票-其他 | 0.23% | — | -7.38% | ||
| 41 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.23% | -0.02% | — | |
| 42 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 0.20% | +0.03% | -15.79% | |
| 43 | QLYS | Qualys Inc | 股票-科技 | 0.16% | +0.11% | -16.59% | |
| 44 | ✓ | 股票-其他 | 0.16% | — | -12.99% | ||
| 45 | FTNT | Fortinet Inc | 股票-科技 | 0.16% | +0.15% | — | |
| 46 | TYL | Tyler Technologies Inc | 股票-科技 | 0.16% | -0.02% | -14.42% | |
| 47 | ADBE | Adobe Inc | 股票-科技 | 0.15% | -0.08% | -7.04% | |
| 48 | AKAM | Akamai Technologies Inc | 股票-科技 | 0.15% | +0.01% | -15.99% | |
| 49 | SNPS | Synopsys Inc | 股票-科技 | 0.10% | +0.03% | -3.78% | |
| 50 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.09% | +0.03% | +2.01% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | PG | Procter & Gamble Co/the | +2.2% | +12042.88% | 加仓 |
| 2 | ✓ | Wisconsin Energy CORP | +1.3% | +8965.53% | 加仓 |
| 3 | NEE | Nextera Energy Inc | +1.1% | -15.11% | 减仓 |
| 4 | CHD | Church & Dwight Co Inc | +0.9% | -7.69% | 减仓 |
| 5 | ICE | Intercontinental Exchange In | +0.6% | -11.66% | 减仓 |
| 6 | ✓ | +0.6% | -12.02% | 减仓 | |
| 7 | ✓ | +0.6% | -3.96% | 减仓 | |
| 8 | COST | Costco Wholesale CORP | +0.5% | -14.53% | 减仓 |
| 9 | ✓ | +0.4% | +16.21% | 加仓 | |
| 10 | RMD | Resmed Inc | +0.3% | -12.64% | 减仓 |
| 11 | RSG | Republic Services Inc | +0.3% | -14.90% | 减仓 |
| 12 | EXPD | Expeditors Intl Wash Inc | +0.3% | -9.01% | 减仓 |
| 13 | BR | Broadridge Financial Solutio | +0.2% | +22.19% | 加仓 |
| 14 | WCN | Waste Connections Inc | +0.2% | -10.68% | 减仓 |
| 15 | SYK | Stryker CORP | +0.2% | -14.44% | 减仓 |
| 16 | BLKCHF | Blackrock Inc | +0.2% | -9.58% | 减仓 |
| 17 | MSFT | Microsoft CORP | +0.1% | +2.50% | 加仓 |
| 18 | ✓ | +0.1% | -10.64% | 减仓 | |
| 19 | BDX | Becton Dickinson And Co | +0.1% | -2.60% | 减仓 |
| 20 | JNJ | Johnson & Johnson | +0.1% | -34.26% | 减仓 |
| 21 | AKAM | Akamai Technologies Inc | +0.1% | -15.99% | 减仓 |
| 22 | ✓ | 0% | -12.99% | 减仓 | |
| 23 | ORLY | O'reilly Automotive Inc | 0% | -15.79% | 减仓 |
| 24 | MO | Altria Group Inc | 0% | +67.75% | 加仓 |
| 25 | PM | Philip Morris International | 0% | +31.87% | 加仓 |
| 26 | ABBV | Abbvie Inc | 0% | +2.01% | 加仓 |
| 27 | JKHY | Jack Henry & Associates Inc | 0% | -12.06% | 减仓 |
| 28 | ROP | Roper Technologies Inc | 0% | -4.16% | 减仓 |
| 29 | LOW | Lowe's Cos Inc | 0% | +46.13% | 加仓 |
| 30 | FAST | Fastenal Co | 0% | +1.85% | 加仓 |
| 31 | AMZN | Amazon.com Inc | 0% | -13.30% | 减仓 |
| 32 | KO | Coca-cola Co/the | 0% | -19.95% | 减仓 |
| 33 | CVX | Chevron CORP | 0% | -38.21% | 减仓 |
| 34 | TJX | Tjx Companies Inc | 0% | +0.14% | 加仓 |
| 35 | DUK | Duke Energy CORP | 0% | -5.28% | 减仓 |
| 36 | JPM | Jpmorgan Chase & Co | 0% | +15.36% | 加仓 |
| 37 | IDXX | Idexx Laboratories Inc | — | -8.86% | 减仓 |
| 38 | ✓ | — | -7.38% | 减仓 | |
| 39 | SNPS | Synopsys Inc | — | -3.78% | 减仓 |
| 40 | CBOE | Cboe Global Markets Inc | — | -25.92% | 减仓 |
| 41 | ✓ | — | -37.65% | 减仓 | |
| 42 | AAPL | Apple Inc | — | -19.49% | 减仓 |
| 43 | FDS | Factset Research Systems Inc | — | -25.88% | 减仓 |
| 44 | AEP | American Electric Power Company, Inc. | — | -36.64% | 减仓 |
| 45 | ✓ | — | -0.99% | 减仓 | |
| 46 | KNSL | Kinsale Capital Group Inc | — | -26.77% | 减仓 |
| 47 | ✓ | — | -21.14% | 减仓 | |
| 48 | RY | Royal Bank Of Canada | — | -11.26% | 减仓 |
| 49 | BRK-B | Berkshire Hathaway Inc. | — | +24.35% | 加仓 |
| 50 | CAT | Caterpillar Inc | — | -4.34% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Tandem Investment Advisors, Inc. 在 Q1 2026 季度的美股持仓总市值约为 US$14.9亿，共申报了 95 个公开持股仓位。
在 Q1 2026 季度，Tandem Investment Advisors, Inc. 按市值排列的前三大核心持股分别为：ICE (5.5%)、NEE (5.0%)、RMD (4.8%)。其中最大持股仓位 ICE 占据整体投资组合约 5.5% 的权重。
在 Q1 2026 季度中，Tandem Investment Advisors, Inc. 共进行了 95 项持仓异动，包含新建仓 12 个仓位、加仓 13 个仓位、减仓 58 个仓位以及清仓 12 个仓位。 其中最大新建仓标的为 MCD。 本季清仓仓位包含 EXLS。
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。
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。
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。