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: 0002056807
申报总市值
—
US$13.1亿
574 檔
12.6%
Q1 2026 季度申报显示，Tema Etfs LLC 披露的美股组合总市值为 US$13.1亿，涵盖 574 个不同之权益投资仓位。
在 Q1 2026，Tema Etfs LLC 操作展现出积极扩展与加仓意向。本季共新建仓 14 个新仓位，并对 121 个既有持股进行加仓（合计增持 135 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Tema Etfs LLC 的前 5 大核心持股（包含 POWL, NEE, NVDA 等）合计占整体申报市值的 12.6%，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 574 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 | POWL | Powell Industries Inc | 股票-工业 | 3.08% | — | +10.93% | |
| 2 | NEE | Nextera Energy Inc | 股票-公用事业 | 2.17% | — | +41.91% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 2.05% | — | -0.81% | |
| 4 | CAT | Caterpillar Inc | 股票-工业 | 1.97% | — | +8.54% | |
| 5 | BELFB | Bel Fuse Inc-cl B | 股票-其他 | 1.77% | — | +48.27% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 1.69% | — | +11.42% | |
| 7 | AEP | American Electric Power | 股票-公用事业 | 1.60% | — | +74.05% | |
| 8 | GEV | GE Vernova Inc | 股票-工业 | 1.56% | — | +35.43% | |
| 9 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.46% | — | +10.13% | |
| 10 | PWR | Quanta Services Inc | 股票-工业 | 1.46% | — | +21.10% | |
| 11 | MOD | Modine Manufacturing Co | 股票-周期性消费 | 1.43% | — | +85.29% | |
| 12 | ETR | Entergy CORP | 股票-公用事业 | 1.39% | — | +49.88% | |
| 13 | HUBB | Hubbell Inc | 股票-工业 | 1.20% | — | +47.39% | |
| 14 | ET | Energy Transfer LP | 股票-能源 | 1.20% | — | +43.86% | |
| 15 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.16% | — | +2.71% | |
| 16 | NI | Nisource Inc | 股票-公用事业 | 1.15% | — | +46.53% | |
| 17 | IDA | Idacorp Inc | 股票-公用事业 | 1.13% | — | +48.64% | |
| 18 | TKR | Timken Co | 股票-工业 | 1.10% | — | +29.47% | |
| 19 | APH | Amphenol Corp-cl A | 股票-科技 | 1.07% | — | +14.35% | |
| 20 | OGE | Oge Energy CORP | 股票-公用事业 | 1.05% | — | +48.61% | |
| 21 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.04% | — | +4.59% | |
| 22 | MSFT | Microsoft CORP | 股票-科技 | 1.02% | — | +2.46% | |
| 23 | VRT | Vertiv Holdings Co-a | 股票-工业 | 1.02% | — | +38.67% | |
| 24 | CGNX | Cognex CORP | 股票-科技 | 1.02% | — | +26.96% | |
| 25 | AVGO | Broadcom Inc | 股票-科技 | 0.99% | — | +5.61% | |
| 26 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.94% | — | +4.76% | |
| 27 | ITRI | Itron Inc | 股票-科技 | 0.86% | — | +48.54% | |
| 28 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.84% | — | +11.61% | |
| 29 | AEIS | Advanced Energy Industries | 股票-工业 | 0.83% | — | +48.60% | |
| 30 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.80% | — | +6.14% | |
| 31 | ATI | Ati Inc | 股票-工业 | 0.79% | — | +4.02% | |
| 32 | TEX | Terex CORP | 股票-工业 | 0.79% | — | +8.75% | |
| 33 | AIT | Applied Industrial Tech Inc | 股票-工业 | 0.79% | — | +17.91% | |
| 34 | TSLA | Tesla Inc | 股票-周期性消费 | 0.77% | — | +11.69% | |
| 35 | BWXT | Bwx Technologies Inc | 股票-工业 | 0.77% | — | +48.50% | |
| 36 | PH | Parker Hannifin CORP | 股票-工业 | 0.76% | — | +11.15% | |
| 37 | XEL | Xcel Energy Inc | 股票-公用事业 | 0.73% | — | +44.26% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.72% | — | +0.51% | |
| 39 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.72% | — | -0.87% | |
| 40 | IR | Ingersoll-rand Inc | 股票-工业 | 0.70% | — | +12.71% | |
| 41 | PPL | Ppl CORP | 股票-公用事业 | 0.70% | — | +45.13% | |
| 42 | V | Visa Inc-class A Shares | 股票-金融 | 0.69% | — | -7.51% | |
| 43 | XOM | Exxon Mobil CORP | 股票-能源 | 0.69% | — | -10.37% | |
| 44 | EXE | Expand Energy CORP | 股票-能源 | 0.68% | — | +132.30% | |
| 45 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.65% | — | +6.41% | |
| 46 | BE | Bloom Energy Corp- A | 股票-工业 | 0.64% | — | — | |
| 47 | RVMD | Revolution Medicines Inc | 股票-医疗保健 | 0.64% | — | -2.41% | |
| 48 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.63% | — | +21.01% | |
| 49 | SPXC | Spx Technologies Inc | 股票-工业 | 0.63% | — | +27.20% | |
| 50 | WMT | Walmart Inc | 股票-非周期性消费 | 0.59% | — | -3.88% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | POWL | Powell Industries Inc | +1.2% | +10.93% | 加仓 |
| 2 | MOD | Modine Manufacturing Co | +0.9% | +85.29% | 加仓 |
| 3 | AEP | American Electric Power | +0.7% | +74.05% | 加仓 |
| 4 | NEE | Nextera Energy Inc | +0.6% | +41.91% | 加仓 |
| 5 | BELFB | Bel Fuse Inc-cl B | +0.6% | +48.27% | 加仓 |
| 6 | GEV | GE Vernova Inc | +0.6% | +35.43% | 加仓 |
| 7 | ETR | Entergy CORP | +0.5% | +49.88% | 加仓 |
| 8 | VRT | Vertiv Holdings Co-a | +0.5% | +38.67% | 加仓 |
| 9 | AEIS | Advanced Energy Industries | +0.4% | +48.60% | 加仓 |
| 10 | PWR | Quanta Services Inc | +0.4% | +21.10% | 加仓 |
| 11 | ET | Energy Transfer LP | +0.4% | +43.86% | 加仓 |
| 12 | WMB | Williams Cos Inc | +0.4% | +361.58% | 加仓 |
| 13 | SOLS | Solstice Adv Materials Inc | +0.4% | +1100.95% | 加仓 |
| 14 | HUBB | Hubbell Inc | +0.4% | +47.39% | 加仓 |
| 15 | IDA | Idacorp Inc | +0.4% | +48.64% | 加仓 |
| 16 | NI | Nisource Inc | +0.3% | +46.53% | 加仓 |
| 17 | CGNX | Cognex CORP | +0.3% | +26.96% | 加仓 |
| 18 | EXE | Expand Energy CORP | +0.3% | +132.30% | 加仓 |
| 19 | OGE | Oge Energy CORP | +0.3% | +48.61% | 加仓 |
| 20 | CAT | Caterpillar Inc | +0.3% | +8.54% | 加仓 |
| 21 | TKR | Timken Co | +0.3% | +29.47% | 加仓 |
| 22 | BWXT | Bwx Technologies Inc | +0.3% | +48.50% | 加仓 |
| 23 | IMNM | Immunome Inc | +0.2% | +170.34% | 加仓 |
| 24 | PPL | Ppl CORP | +0.2% | +45.13% | 加仓 |
| 25 | XEL | Xcel Energy Inc | +0.2% | +44.26% | 加仓 |
| 26 | COGT | Cogent Biosciences Inc | +0.2% | +66.15% | 加仓 |
| 27 | CGON | Cg Oncology Inc | +0.2% | +75.18% | 加仓 |
| 28 | ITRI | Itron Inc | +0.2% | +48.54% | 加仓 |
| 29 | CELC | Celcuity Inc | +0.1% | +64.37% | 加仓 |
| 30 | BMY | Bristol-myers Squibb Co | +0.1% | +21.01% | 加仓 |
| 31 | ATI | Ati Inc | +0.1% | +4.02% | 加仓 |
| 32 | NUVL | Nuvalent Inc-a | +0.1% | +46.51% | 加仓 |
| 33 | CVX | Chevron CORP | +0.1% | -0.55% | 减仓 |
| 34 | XOM | Exxon Mobil CORP | +0.1% | -10.37% | 减仓 |
| 35 | SPXC | Spx Technologies Inc | +0.1% | +27.20% | 加仓 |
| 36 | BBIO | Bridgebio Pharma Inc | +0.1% | +34.62% | 加仓 |
| 37 | IDYA | Ideaya Biosciences Inc | +0.1% | +60.15% | 加仓 |
| 38 | SNDK | Sandisk CORP | +0.1% | +3.79% | 加仓 |
| 39 | CRVS | Corvus Pharmaceuticals Inc | +0.1% | +35.23% | 加仓 |
| 40 | JNJ | Johnson & Johnson | +0.1% | +2.71% | 加仓 |
| 41 | MRK | Merck & Co. Inc. | 0% | +4.76% | 加仓 |
| 42 | AIT | Applied Industrial Tech Inc | 0% | +17.91% | 加仓 |
| 43 | HON | Honeywell International Inc | 0% | +7.79% | 加仓 |
| 44 | RCUS | Arcus Biosciences Inc | 0% | +108.20% | 加仓 |
| 45 | ANAB | Anaptysbio Inc | 0% | +37.72% | 加仓 |
| 46 | TEX | Terex CORP | 0% | +8.75% | 加仓 |
| 47 | AMGN | Amgen Inc | 0% | +13.77% | 加仓 |
| 48 | AMAT | Applied Materials Inc | 0% | -6.90% | 减仓 |
| 49 | ATMU | Atmus Filtration Technologie | 0% | +13.47% | 加仓 |
| 50 | COP | Conocophillips | 0% | +0.52% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Tema Etfs LLC 在 Q1 2026 季度的美股持仓总市值约为 US$13.1亿，共申报了 574 个公开持股仓位。
在 Q1 2026 季度，Tema Etfs LLC 按市值排列的前三大核心持股分别为：POWL (3.1%)、NEE (2.2%)、NVDA (2.0%)。其中最大持股仓位 POWL 占据整体投资组合约 3.1% 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
BE
市值: US$955.0万
本季最大获利了结 / 清仓标的
HRI
前期市值: US$483.7万
在 Q1 2026 季度中，Tema Etfs LLC 共进行了 199 项持仓异动，包含新建仓 14 个仓位、加仓 121 个仓位、减仓 51 个仓位以及清仓 13 个仓位。 其中最大新建仓标的为 BE。 本季清仓仓位包含 HRI。
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。