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: 0001071483
申报总市值
US$56.3亿
US$56.3亿
179 檔
8.8%
截至 Q1 2026 季度末，Todd Asset Management LLC 的美股持仓估值约为 US$56.3亿，全数申报仓位共有 179 档。
Todd Asset Management LLC 在 Q1 2026 进行了结构性的板块轮动与仓位换股。在开立 24 个全新仓位及加仓 55 档持股的同时，亦同步清仓 20 档并减仓 71 档标的。
在资产配置集中度方面，Todd Asset Management LLC 的前 5 大核心持股（包含 TEVA, CB, TTE 等）合计占整体申报市值的 8.8%，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 | TEVA | Teva Pharmaceutical-sp Adr | 股票-医疗保健 | 2.22% | +0.06% | -0.14% | |
| 2 | CB | Chubb Limited | 股票-金融 | 1.99% | +0.25% | +20.53% | |
| 3 | TTE | TotalEnergies SE | 股票-其他 | 1.97% | -0.45% | -0.36% | |
| 4 | SHEL | Shell Plc-adr | 股票-能源 | 1.89% | -0.45% | +7.82% | |
| 5 | VALE | Vale Sa-sp Adr | 股票-原材料 | 1.66% | -0.23% | -14.64% | |
| 6 | RIO | Rio Tinto Plc-spon Adr | 股票-原材料 | 1.60% | -0.12% | -19.37% | |
| 7 | MDT | Medtronic plc | 股票-医疗保健 | 1.58% | -0.40% | +21.25% | |
| 8 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 1.58% | -0.63% | -1.02% | |
| 9 | HCA | Hca Healthcare Inc | 股票-医疗保健 | 1.55% | -0.43% | +47.33% | |
| 10 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 1.53% | +0.55% | +70.31% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.45% | +0.18% | +44.06% | |
| 12 | SAN | Banco Santander Sa-spon Adr | 股票-金融 | 1.45% | +0.15% | -14.18% | |
| 13 | KR | Kroger Co | 股票-非周期性消费 | 1.44% | -0.52% | -2.39% | |
| 14 | AER | AerCap Holdings N.V. | 股票-工业 | 1.42% | -0.08% | +1.03% | |
| 15 | ING | Ing Groep N.v.-sponsored Adr | 股票-金融 | 1.41% | +0.11% | -0.24% | |
| 16 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.36% | +0.49% | +0.44% | |
| 17 | MUFG | Mitsubishi Ufj Finl-spon Adr | 股票-金融 | 1.35% | +0.07% | +0.21% | |
| 18 | AVGO | Broadcom Inc | 股票-科技 | 1.33% | +0.01% | +10.19% | |
| 19 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 1.29% | -0.41% | -0.52% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.29% | +0.13% | -8.76% | |
| 21 | CMI | Cummins Inc | 股票-工业 | 1.29% | +0.03% | -0.56% | |
| 22 | CSCO | Cisco Systems Inc | 股票-科技 | 1.23% | -0.01% | -0.91% | |
| 23 | FTI | TechnipFMC plc | 股票-能源 | 1.22% | -0.16% | +9.46% | |
| 24 | MS | Morgan Stanley | 股票-金融 | 1.21% | +0.21% | -0.90% | |
| 25 | BCS | Barclays Plc-spons Adr | 股票-金融 | 1.20% | +0.08% | -7.37% | |
| 26 | KLAC | Kla CORP | 股票-科技 | 1.17% | +0.76% | -9.82% | |
| 27 | JBL | Jabil Inc | 股票-科技 | 1.15% | +0.22% | -34.44% | |
| 28 | CFG | Citizens Financial Group | 股票-金融 | 1.14% | +0.20% | -1.74% | |
| 29 | NWG | Natwest Group PLC -spon Adr | 股票-金融 | 1.14% | +0.08% | -7.73% | |
| 30 | DELL | Dell Technologies -c | 股票-科技 | 1.11% | +1.25% | -0.91% | |
| 31 | KB | Kb Financial Group Inc-adr | 股票-金融 | 1.09% | -0.06% | +0.48% | |
| 32 | YUMC | Yum China Holdings Inc | 股票-周期性消费 | 1.08% | -0.26% | +34.59% | |
| 33 | IX | Orix - Sponsored Adr | 股票-其他 | 1.08% | +0.15% | +0.68% | |
| 34 | AKAM | Akamai Technologies Inc | 股票-科技 | 1.06% | -0.39% | +9.97% | |
| 35 | PBR | Petroleo Brasileiro-spon Adr | 股票-能源 | 1.05% | -0.32% | -15.76% | |
| 36 | MO | Altria Group Inc | 股票-非周期性消费 | 1.04% | +0.01% | -0.43% | |
| 37 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.03% | +0.23% | +8.16% | |
| 38 | ITUB | Itau Unibanco H-spon Prf Adr | 股票-金融 | 1.03% | -0.12% | +0.64% | |
| 39 | NRG | Nrg Energy Inc | 股票-公用事业 | 1.00% | -0.10% | +34.60% | |
| 40 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.99% | -0.44% | +22.77% | |
| 41 | FSLR | First Solar Inc | 股票-科技 | 0.99% | +0.11% | +37.06% | |
| 42 | PH | Parker Hannifin CORP | 股票-工业 | 0.98% | +0.01% | -15.55% | |
| 43 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.97% | +0.12% | +12.34% | |
| 44 | QCOM | Qualcomm Inc | 股票-科技 | 0.96% | +0.26% | -16.60% | |
| 45 | OKE | Oneok Inc | 股票-能源 | 0.95% | -0.10% | +22.79% | |
| 46 | FITB | Fifth Third Bancorp | 股票-金融 | 0.95% | +0.12% | -0.89% | |
| 47 | TPR | Tapestry Inc | 股票-周期性消费 | 0.94% | +0.17% | -18.03% | |
| 48 | HII | Huntington Ingalls Industrie | 股票-工业 | 0.94% | -0.30% | -0.55% | |
| 49 | MCK | Mckesson CORP | 股票-医疗保健 | 0.93% | -0.17% | -0.89% | |
| 50 | URI | United Rentals Inc | 股票-工业 | 0.92% | +0.41% | -0.82% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MPC | Marathon Petroleum CORP | +0.7% | +7654.11% | 加仓 |
| 2 | TTE | TotalEnergies SE | +0.6% | -0.36% | 减仓 |
| 3 | NXPI | NXP Semiconductors N.V. | +0.5% | +70.31% | 加仓 |
| 4 | HCA | Hca Healthcare Inc | +0.5% | +47.33% | 加仓 |
| 5 | SHEL | Shell Plc-adr | +0.5% | +7.82% | 加仓 |
| 6 | FTI | TechnipFMC plc | +0.5% | +9.46% | 加仓 |
| 7 | CB | Chubb Limited | +0.4% | +20.53% | 加仓 |
| 8 | VZ | Verizon Communications Inc | +0.4% | +65.46% | 加仓 |
| 9 | GOOGL | Alphabet Inc-cl A | +0.4% | +44.06% | 加仓 |
| 10 | PBR | Petroleo Brasileiro-spon Adr | +0.3% | -15.76% | 减仓 |
| 11 | AKAM | Akamai Technologies Inc | +0.3% | +9.97% | 加仓 |
| 12 | OKE | Oneok Inc | +0.3% | +22.79% | 加仓 |
| 13 | CCK | Crown Holdings Inc | +0.3% | +69.39% | 加仓 |
| 14 | YUMC | Yum China Holdings Inc | +0.3% | +34.59% | 加仓 |
| 15 | SNN | Smith & Nephew PLC -spon Adr | +0.3% | +47.51% | 加仓 |
| 16 | DVA | Davita Inc | +0.3% | +19.54% | 加仓 |
| 17 | DELL | Dell Technologies -c | +0.3% | -0.91% | 减仓 |
| 18 | NRG | Nrg Energy Inc | +0.2% | +34.60% | 加仓 |
| 19 | GILD | Gilead Sciences Inc | +0.2% | -1.02% | 减仓 |
| 20 | KR | Kroger Co | +0.2% | -2.39% | 减仓 |
| 21 | ITUB | Itau Unibanco H-spon Prf Adr | +0.2% | +0.64% | 加仓 |
| 22 | KB | Kb Financial Group Inc-adr | +0.2% | +0.48% | 加仓 |
| 23 | ZTO | Zto Express Cayman Inc-adr | +0.2% | +0.93% | 加仓 |
| 24 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +0.44% | 加仓 |
| 25 | MDT | Medtronic plc | +0.1% | +21.25% | 加仓 |
| 26 | MO | Altria Group Inc | +0.1% | -0.43% | 减仓 |
| 27 | BNY | Bank Of New York Mellon CORP | +0.1% | +12.34% | 加仓 |
| 28 | NVS | Novartis Ag-sponsored Adr | +0.1% | -0.52% | 减仓 |
| 29 | KLAC | Kla CORP | +0.1% | -9.82% | 减仓 |
| 30 | HII | Huntington Ingalls Industrie | +0.1% | -0.55% | 减仓 |
| 31 | MUFG | Mitsubishi Ufj Finl-spon Adr | +0.1% | +0.21% | 加仓 |
| 32 | VALE | Vale Sa-sp Adr | +0.1% | -14.64% | 减仓 |
| 33 | CMI | Cummins Inc | +0.1% | -0.56% | 减仓 |
| 34 | AMGN | Amgen Inc | +0.1% | -0.53% | 减仓 |
| 35 | SRE | Sempra | +0.1% | -0.90% | 减仓 |
| 36 | DLR | Digital Realty Trust Inc | +0.1% | +2.38% | 加仓 |
| 37 | SKM | Sk Telecom Co Ltd-spon Adr | +0.1% | +8.37% | 加仓 |
| 38 | BABA | Alibaba Group Holding-sp Adr | +0.1% | +22.77% | 加仓 |
| 39 | NTAP | Netapp Inc | +0.1% | +15.96% | 加仓 |
| 40 | BBY | Best Buy Co Inc | +0.1% | +15.59% | 加仓 |
| 41 | SSRM | Ssr Mining Inc | 0% | +14.13% | 加仓 |
| 42 | MCK | Mckesson CORP | 0% | -0.89% | 减仓 |
| 43 | IX | Orix - Sponsored Adr | 0% | +0.68% | 加仓 |
| 44 | BTI | British American Tob-sp Adr | 0% | +0.56% | 加仓 |
| 45 | FSLR | First Solar Inc | 0% | +37.06% | 加仓 |
| 46 | TXT | Textron Inc | 0% | +3.97% | 加仓 |
| 47 | BP | Bp Plc-spons Adr | 0% | +2.20% | 加仓 |
| 48 | ABBV | Abbvie Inc | 0% | +8.16% | 加仓 |
| 49 | ACWX | Ishares Msci Acwi Ex US ETF | 0% | +17.61% | 加仓 |
| 50 | CVX | Chevron CORP | 0% | +4.38% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Todd Asset Management LLC 在 Q1 2026 季度的美股持仓总市值约为 US$56.3亿，共申报了 179 个公开持股仓位。
在 Q1 2026 季度，Todd Asset Management LLC 按市值排列的前三大核心持股分别为：TEVA (2.2%)、CB (2.0%)、TTE (2.0%)。其中最大持股仓位 TEVA 占据整体投资组合约 2.2% 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
BALL
市值: US$2814.8万
本季最大获利了结 / 清仓标的
T
前期市值: US$4777.3万
在 Q1 2026 季度中，Todd Asset Management LLC 共进行了 170 项持仓异动，包含新建仓 24 个仓位、加仓 55 个仓位、减仓 71 个仓位以及清仓 20 个仓位。 其中最大新建仓标的为 BALL。 本季清仓仓位包含 T。
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。