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。
AlphaSMO 权威研究指南阅读专题
CIK: 0001615717
申报总市值
US$9068.9万
US$9068.9万
51 檔
86.7%
根据最新整理的 13F 季度数据集，Triad Investment Management 于 Q1 2026 结束时的管理资产规模为 US$9068.9万。该机构在本季度申报了 51 档美股持仓，呈现出该时期的主要投资地图。
Triad Investment Management 在 Q1 2026 进行了结构性的板块轮动与仓位换股。在开立 2 个全新仓位及加仓 15 档持股的同时，亦同步清仓 2 档并减仓 11 档标的。
在资产配置集中度方面，Triad Investment Management 的前 5 大核心持股（包含 GOOG, WTM, BRO 等）合计占整体申报市值的 86.7%，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 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 7.01% | -0.99% | +194.68% | |
| 2 | WTM | White Mountains Insurance Group, Ltd. | 股票-金融 | 6.05% | -0.87% | +199.33% | |
| 3 | BRO | Brown & Brown Inc | 股票-金融 | 5.49% | -0.89% | +294.98% | |
| 4 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 5.25% | -2.32% | +175.77% | |
| 5 | ROP | Roper Technologies Inc | 股票-科技 | 5.17% | -1.15% | +222.82% | |
| 6 | V | Visa Inc-class A Shares | 股票-金融 | 5.01% | +0.64% | +240.02% | |
| 7 | DHR | Danaher CORP | 股票-医疗保健 | 4.96% | -4.87% | EXIT | |
| 8 | THO | Thor Industries Inc | 股票-周期性消费 | 4.64% | -0.12% | +217.39% | |
| 9 | MAC | Macerich Co/the | 股票-其他 | 4.45% | -1.65% | +200.00% | |
| 10 | ASML | ASML Holding N.V. | 股票-科技 | 3.98% | +1.20% | +153.65% | |
| 11 | IT | Gartner Inc | 股票-科技 | 3.87% | -0.05% | +465.66% | |
| 12 | CDW | Cdw Corp/de | 股票-科技 | 3.46% | +1.11% | +252.67% | |
| 13 | MAX | Mediaalpha Inc-class A | 股票-其他 | 3.41% | +1.44% | +243.08% | |
| 14 | HEI-A | Heico Corp-class A | 股票-其他 | 3.20% | +0.31% | +194.12% | |
| 15 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 2.96% | -0.80% | +194.10% | |
| 16 | INTU | Intuit Inc | 股票-科技 | 2.88% | -0.67% | +364.54% | |
| 17 | MTBA | Simplify Mbs ETF | ETF-其他 | 2.87% | -3.03% | EXIT | |
| 18 | OCSL | Oaktree Specialty Lending Co | 股票-其他 | 2.57% | -1.46% | +198.25% | |
| 19 | FISV | Fiserv Inc | 股票-其他 | 2.51% | +0.45% | +1107.02% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.09% | +1.30% | +200.00% | |
| 21 | AXP | American Express Co | 股票-金融 | 2.02% | +0.07% | +105.58% | |
| 22 | SLRC | Slr Investment CORP | 股票-其他 | 2.02% | -0.06% | +200.80% | |
| 23 | HTGC | Hercules Capital Inc | 股票-金融 | 1.83% | +0.35% | +200.48% | |
| 24 | BINC | Ishares Flex I A Etf-usd Inc | ETF-其他 | 1.70% | +0.50% | +200.07% | |
| 25 | SPGI | S&p Global Inc | 股票-金融 | 1.28% | +0.81% | +1320.65% | |
| 26 | INFL | Horizon Kinetics Infl Benef | ETF-其他 | 1.16% | -0.17% | — | |
| 27 | WSO | Watsco Inc | 股票-工业 | 1.05% | +0.07% | +200.00% | |
| 28 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.97% | -0.19% | +119.08% | |
| 29 | CBRE | Cbre Group Inc - A | 股票-房地产 | 0.89% | -0.10% | +46.00% | |
| 30 | ARCC | Ares Capital CORP | 股票-金融 | 0.61% | -0.23% | +200.00% | |
| 31 | TSLX | Sixth Street Specialty Lendi | 股票-其他 | 0.57% | -0.31% | +200.00% | |
| 32 | AKRE | Akre Focus ETF | ETF-其他 | 0.54% | +1.32% | — | |
| 33 | MSFT | Microsoft CORP | 股票-科技 | 0.50% | +2.23% | +200.00% | |
| 34 | WBD | Warner Bros Discovery Inc | 股票-通信服务 | 0.40% | -0.39% | EXIT | |
| 35 | SIRI | Sirius Xm Holdings Inc | 股票-通信服务 | 0.32% | +0.05% | +200.00% | |
| 36 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.29% | -0.32% | EXIT | |
| 37 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.23% | — | +200.00% | |
| 38 | FTV | Fortive CORP | 股票-科技 | 0.22% | — | — | |
| 39 | AMGN | Amgen Inc | 股票-医疗保健 | 0.20% | — | — | |
| 40 | HRB | H&r Block Inc | 股票-周期性消费 | 0.17% | — | — | |
| 41 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.16% | — | — | |
| 42 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.16% | — | — | |
| 43 | ALL | Allstate CORP | 股票-金融 | 0.15% | — | — | |
| 44 | XOM | Exxon Mobil CORP | 股票-能源 | 0.14% | — | — | |
| 45 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.11% | — | — | |
| 46 | CVX | Chevron CORP | 股票-能源 | 0.11% | — | — | |
| 47 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.10% | — | — | |
| 48 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.10% | — | — | |
| 49 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.09% | — | — | |
| 50 | PFE | Pfizer Inc | 股票-医疗保健 | 0.08% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | FISV | Fiserv Inc | +2.8% | +448.06% | 加仓 |
| 2 | IT | Gartner Inc | +1.6% | +116.41% | 加仓 |
| 3 | SPGI | S&p Global Inc | +1.5% | +552.06% | 加仓 |
| 4 | WTM | White Mountains Insurance Group, Ltd. | +1.2% | -1.37% | 减仓 |
| 5 | BRO | Brown & Brown Inc | +1.1% | +30.97% | 加仓 |
| 6 | MAC | Macerich Co/the | +0.8% | — | 不变 |
| 7 | CDW | Cdw Corp/de | +0.7% | +17.60% | 加仓 |
| 8 | V | Visa Inc-class A Shares | +0.6% | +12.72% | 加仓 |
| 9 | INTU | Intuit Inc | +0.6% | +61.82% | 加仓 |
| 10 | ASML | ASML Holding N.V. | +0.4% | -22.70% | 减仓 |
| 11 | MTBA | Simplify Mbs ETF | +0.4% | +0.04% | 加仓 |
| 12 | ROP | Roper Technologies Inc | +0.3% | +13.52% | 加仓 |
| 13 | GOOG | Alphabet Inc-cl C | +0.2% | -2.99% | 减仓 |
| 14 | BINC | Ishares Flex I A Etf-usd Inc | +0.2% | +0.07% | 加仓 |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | — | 不变 |
| 16 | WSO | Watsco Inc | +0.2% | — | 不变 |
| 17 | SLRC | Slr Investment CORP | +0.2% | +0.80% | 加仓 |
| 18 | THO | Thor Industries Inc | +0.1% | +12.39% | 加仓 |
| 19 | SIRI | Sirius Xm Holdings Inc | +0.1% | — | 不变 |
| 20 | MRK | Merck & Co. Inc. | +0.1% | — | 不变 |
| 21 | MAX | Mediaalpha Inc-class A | +0.1% | +21.21% | 加仓 |
| 22 | NXPI | NXP Semiconductors N.V. | +0.1% | -3.35% | 减仓 |
| 23 | OCSL | Oaktree Specialty Lending Co | 0% | -1.75% | 减仓 |
| 24 | ARCC | Ares Capital CORP | 0% | — | 不变 |
| 25 | TSLX | Sixth Street Specialty Lendi | 0% | — | 不变 |
| 26 | MSFT | Microsoft CORP | -0.1% | — | 不变 |
| 27 | DHR | Danaher CORP | -0.1% | +0.97% | 加仓 |
| 28 | HTGC | Hercules Capital Inc | -0.2% | +0.48% | 加仓 |
| 29 | HEI-A | Heico Corp-class A | -0.2% | -3.16% | 减仓 |
| 30 | JNJ | Johnson & Johnson | -0.2% | -40.46% | 减仓 |
| 31 | VGSH | Vanguard Short-term Treasury | -0.6% | -24.23% | 减仓 |
| 32 | CBRE | Cbre Group Inc - A | -1.3% | -77.00% | 减仓 |
| 33 | AXP | American Express Co | -1.5% | -47.21% | 减仓 |
| 34 | WBD | Warner Bros Discovery Inc | -9.1% | -96.31% | 减仓 |
| 35 | MHK | Mohawk Industries Inc | — | EXIT | 清仓 |
| 36 | INFL | Horizon Kinetics Infl Benef | — | NEW | 新建仓 |
| 37 | AKRE | Akre Focus ETF | — | NEW | 新建仓 |
| 38 | CMCSA | Comcast Corp-class A | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Triad Investment Management 在 Q1 2026 季度的美股持仓总市值约为 US$9068.9万，共申报了 51 个公开持股仓位。
在 Q1 2026 季度，Triad Investment Management 按市值排列的前三大核心持股分别为：GOOG (7.0%)、WTM (6.0%)、BRO (5.5%)。其中最大持股仓位 GOOG 占据整体投资组合约 7.0% 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
INFL
市值: US$104.4万
本季最大获利了结 / 清仓标的
MHK
前期市值: US$186.9万
在 Q1 2026 季度中，Triad Investment Management 共进行了 30 项持仓异动，包含新建仓 2 个仓位、加仓 15 个仓位、减仓 11 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 INFL。 本季清仓仓位包含 MHK。
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。