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: 0002067591
申报总市值
US$1.6亿
US$1.6亿
208 檔
34.2%
在 Q1 2026 申报期间，TOWER TRUST & INVESTMENT Co（CIK: 0002067591）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$1.6亿，共持有 208 个公开申报仓位。
TOWER TRUST & INVESTMENT Co 在 Q1 2026 进行了结构性的板块轮动与仓位换股。在开立 12 个全新仓位及加仓 43 档持股的同时，亦同步清仓 9 档并减仓 44 档标的。
在资产配置集中度方面，TOWER TRUST & INVESTMENT Co 的前 5 大核心持股（包含 AAPL, GII, NVDA 等）合计占整体申报市值的 34.2%，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
OVV
市值: US$90.3万
本季最大获利了结 / 清仓标的
NSC
前期市值: US$119.5万
仅显示前 200 大持股（共 208 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 | AAPL | Apple Inc | 股票-科技 | 11.61% | +0.51% | -0.89% | |
| 2 | GII | State Street Spdr S&p Global | ETF-其他 | 9.58% | -0.94% | +1.25% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 7.67% | +0.42% | -0.79% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.50% | -0.39% | +3.71% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.67% | +0.39% | -0.05% | |
| 6 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.27% | +0.13% | +0.12% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.08% | -0.30% | -1.66% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.77% | -0.03% | -0.28% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.59% | +0.25% | -0.80% | |
| 10 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.72% | -0.26% | -0.57% | |
| 11 | MA | Mastercard Inc - A | 股票-金融 | 1.57% | -0.09% | -0.89% | |
| 12 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.29% | -0.17% | -0.27% | |
| 13 | AMD | Advanced Micro Devices | 股票-科技 | 1.19% | +1.51% | +1.33% | |
| 14 | EMR | Emerson Electric Co | 股票-工业 | 1.11% | -0.40% | +31.06% | |
| 15 | XOM | Exxon Mobil CORP | 股票-能源 | 1.10% | -0.29% | -1.14% | |
| 16 | AVGO | Broadcom Inc | 股票-科技 | 1.09% | +0.90% | +2.55% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.09% | -0.04% | +4.77% | |
| 18 | CAT | Caterpillar Inc | 股票-工业 | 1.08% | +0.34% | -8.91% | |
| 19 | ADI | Analog Devices Inc | 股票-科技 | 1.06% | +0.09% | -0.72% | |
| 20 | RTX | Rtx CORP | 股票-工业 | 1.01% | -0.11% | -0.29% | |
| 21 | ETN | Eaton Corporation plc | 股票-工业 | 0.94% | -0.02% | +56.94% | |
| 22 | NFLX | Netflix Inc | 股票-通信服务 | 0.89% | -0.33% | -1.54% | |
| 23 | C | Citigroup Inc | 股票-金融 | 0.88% | +0.11% | -0.45% | |
| 24 | CSCO | Cisco Systems Inc | 股票-科技 | 0.86% | +0.12% | -0.35% | |
| 25 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.85% | +0.78% | -0.15% | |
| 26 | MDT | Medtronic plc | 股票-医疗保健 | 0.84% | -0.22% | +1087.76% | |
| 27 | GSK | Gsk Plc-spon Adr | 股票-医疗保健 | 0.83% | -0.10% | +0.19% | |
| 28 | COR | Cencora Inc | 股票-医疗保健 | 0.83% | -0.13% | -0.05% | |
| 29 | KLAC | Kla CORP | 股票-科技 | 0.77% | +0.58% | +5246.67% | |
| 30 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.76% | -0.03% | -3.53% | |
| 31 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.74% | +0.21% | +0.41% | |
| 32 | ORCL | Oracle CORP | 股票-科技 | 0.73% | -0.09% | -1.69% | |
| 33 | BA | Boeing Co/the | 股票-工业 | 0.69% | +0.01% | +1.33% | |
| 34 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.68% | -0.09% | -2.56% | |
| 35 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.68% | -0.03% | -0.70% | |
| 36 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.68% | -0.05% | +0.83% | |
| 37 | CRM | Salesforce Inc | 股票-科技 | 0.67% | -0.14% | +0.61% | |
| 38 | ICE | Intercontinental Exchange In | 股票-金融 | 0.64% | -0.18% | -0.56% | |
| 39 | BX | Blackstone Inc | 股票-金融 | 0.62% | -0.09% | +1.72% | |
| 40 | CVX | Chevron CORP | 股票-能源 | 0.62% | -0.17% | -0.72% | |
| 41 | SLB | Slb LTD | 股票-能源 | 0.61% | -0.09% | +1.02% | |
| 42 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.60% | +0.12% | — | |
| 43 | KKR | Kkr & Co Inc | 股票-金融 | 0.60% | -0.19% | +1.65% | |
| 44 | GD | General Dynamics CORP | 股票-工业 | 0.59% | -0.05% | -0.79% | |
| 45 | OVV | Ovintiv Inc | 股票-能源 | 0.59% | -0.12% | — | |
| 46 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.57% | -0.01% | +6.42% | |
| 47 | HD | Home Depot Inc | 股票-周期性消费 | 0.57% | -0.05% | -0.38% | |
| 48 | AMT | American Tower CORP | 股票-房地产 | 0.57% | -0.08% | +0.38% | |
| 49 | BND | Vanguard Total Bond Market | ETF-其他 | 0.57% | +0.06% | +6.68% | |
| 50 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 0.52% | +0.03% | +7.03% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GII | State Street Spdr S&p Global | +1.3% | +1.25% | 加仓 |
| 2 | KLAC | Kla CORP | +0.8% | +5246.67% | 加仓 |
| 3 | MDT | Medtronic plc | +0.8% | +1087.76% | 加仓 |
| 4 | YUM | Yum! Brands Inc | +0.5% | +907.14% | 加仓 |
| 5 | ETN | Eaton Corporation plc | +0.4% | +56.94% | 加仓 |
| 6 | XOM | Exxon Mobil CORP | +0.3% | -1.14% | 减仓 |
| 7 | EMR | Emerson Electric Co | +0.3% | +31.06% | 加仓 |
| 8 | COST | Costco Wholesale CORP | +0.3% | -0.57% | 减仓 |
| 9 | SLB | Slb LTD | +0.2% | +1.02% | 加仓 |
| 10 | CVX | Chevron CORP | +0.2% | -0.72% | 减仓 |
| 11 | ADI | Analog Devices Inc | +0.2% | -0.72% | 减仓 |
| 12 | CAT | Caterpillar Inc | +0.2% | -8.91% | 减仓 |
| 13 | GSK | Gsk Plc-spon Adr | +0.1% | +0.19% | 加仓 |
| 14 | JNJ | Johnson & Johnson | +0.1% | -3.53% | 减仓 |
| 15 | NEE | Nextera Energy Inc | +0.1% | -2.56% | 减仓 |
| 16 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +4.77% | 加仓 |
| 17 | TJX | Tjx Companies Inc | +0.1% | -0.27% | 减仓 |
| 18 | ✓ | Deere & Co | +0.1% | — | 不变 |
| 19 | HON | Honeywell International Inc | +0.1% | -1.29% | 减仓 |
| 20 | KO | Coca-cola Co/the | +0.1% | -0.70% | 减仓 |
| 21 | RTX | Rtx CORP | +0.1% | -0.29% | 减仓 |
| 22 | FCX | Freeport-mcmoran Inc | +0.1% | +0.73% | 加仓 |
| 23 | PFE | Pfizer Inc | +0.1% | +1.41% | 加仓 |
| 24 | TPR | Tapestry Inc | +0.1% | +1.49% | 加仓 |
| 25 | BMY | Bristol-myers Squibb Co | +0.1% | -1.32% | 减仓 |
| 26 | BND | Vanguard Total Bond Market | +0.1% | +6.68% | 加仓 |
| 27 | DE | Deere & Co | +0.1% | -3.79% | 减仓 |
| 28 | VO | Vanguard Mid-cap ETF | +0.1% | +6.42% | 加仓 |
| 29 | NFLX | Netflix Inc | +0.1% | -1.54% | 减仓 |
| 30 | COP | Conocophillips | 0% | — | 不变 |
| 31 | MDLZ | Mondelez International Inc-a | 0% | -0.64% | 减仓 |
| 32 | AEE | Ameren Corporation | 0% | — | 不变 |
| 33 | VCIT | Vanguard Int-term Corporate | 0% | +7.03% | 加仓 |
| 34 | CSCO | Cisco Systems Inc | 0% | -0.35% | 减仓 |
| 35 | PSX | Phillips 66 | 0% | — | 不变 |
| 36 | EXC | Exelon CORP | 0% | — | 不变 |
| 37 | VB | Vanguard Small-cap ETF | 0% | +5.74% | 加仓 |
| 38 | IEMG | Ishares Core Msci Emerging | 0% | +2.09% | 加仓 |
| 39 | GD | General Dynamics CORP | 0% | -0.79% | 减仓 |
| 40 | Q | Qnity Electronics Inc | 0% | — | 不变 |
| 41 | CTVA | Corteva Inc | 0% | — | 不变 |
| 42 | BIIB | Biogen Inc | 0% | +0.39% | 加仓 |
| 43 | IGF | Ishares Global Infrastructur | 0% | +3.20% | 加仓 |
| 44 | T | At&t Inc | 0% | — | 不变 |
| 45 | GS | Goldman Sachs Group Inc | 0% | +833.33% | 加仓 |
| 46 | PEP | Pepsico Inc | 0% | — | 不变 |
| 47 | JNK | Ss Spdr Bb High Yield Bond | 0% | +7.19% | 加仓 |
| 48 | TSLA | Tesla Inc | 0% | +530.00% | 加仓 |
| 49 | SO | Southern Co/the | 0% | — | 不变 |
| 50 | VNQ | Vanguard Real Estate ETF | 0% | +4.73% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，TOWER TRUST & INVESTMENT Co 在 Q1 2026 季度的美股持仓总市值约为 US$1.6亿，共申报了 208 个公开持股仓位。
在 Q1 2026 季度，TOWER TRUST & INVESTMENT Co 按市值排列的前三大核心持股分别为：AAPL (11.6%)、GII (9.6%)、NVDA (7.7%)。其中最大持股仓位 AAPL 占据整体投资组合约 11.6% 的权重。
在 Q1 2026 季度中，TOWER TRUST & INVESTMENT Co 共进行了 108 项持仓异动，包含新建仓 12 个仓位、加仓 43 个仓位、减仓 44 个仓位以及清仓 9 个仓位。 其中最大新建仓标的为 OVV。 本季清仓仓位包含 NSC。
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。