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: 0001615717
申报总市值
US$7543.6万
US$7543.6万
34 檔
34.7%
截至 Q2 2026 季度末，Triad Investment Management 的美股持仓估值约为 US$7543.6万，全数申报仓位共有 34 档。
Triad Investment Management 在 Q2 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 14 档持股的同时，亦同步清仓 4 档并减仓 16 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 NVR, GOOG, V 等）合计占整体申报市值的 34.7%，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 | NVR | Nvr Inc | 股票-周期性消费 | 6.54% | -6.54% | EXIT | |
| 2 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 5.80% | +1.16% | -75.55% | |
| 3 | V | Visa Inc-class A Shares | 股票-金融 | 5.75% | +1.58% | -64.84% | |
| 4 | WTM | White Mountains Insurance Group, Ltd. | 股票-金融 | 5.65% | +0.78% | -67.60% | |
| 5 | MAX | Mediaalpha Inc-class A | 股票-其他 | 5.11% | -0.99% | -60.98% | |
| 6 | ASML | ASML Holding N.V. | 股票-科技 | 4.87% | -3.20% | -71.22% | |
| 7 | CDW | Cdw Corp/de | 股票-科技 | 4.74% | +0.44% | -59.88% | |
| 8 | ROP | Roper Technologies Inc | 股票-科技 | 4.61% | +1.18% | -68.48% | |
| 9 | BRO | Brown & Brown Inc | 股票-金融 | 4.57% | +0.44% | -69.78% | |
| 10 | IT | Gartner Inc | 股票-科技 | 4.36% | +3.78% | -50.51% | |
| 11 | THO | Thor Industries Inc | 股票-周期性消费 | 4.30% | +0.45% | -60.74% | |
| 12 | FISV | Fiserv Inc | 股票-其他 | 3.88% | +0.50% | -37.40% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.49% | +0.79% | -45.55% | |
| 14 | HEI-A | Heico Corp-class A | 股票-其他 | 3.33% | +0.20% | -68.23% | |
| 15 | MAC | Macerich Co/the | 股票-其他 | 2.97% | -2.97% | EXIT | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 2.73% | +1.87% | +94.18% | |
| 17 | SPGI | S&p Global Inc | 股票-金融 | 2.63% | +0.53% | -25.98% | |
| 18 | INTU | Intuit Inc | 股票-科技 | 2.46% | +0.97% | -51.42% | |
| 19 | BINC | Ishares Flex I A Etf-usd Inc | ETF-其他 | 2.29% | +1.10% | -54.64% | |
| 20 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 2.28% | +0.44% | -85.34% | |
| 21 | ACGL | Arch Capital Group Ltd. | 股票-金融 | 2.24% | +0.34% | — | |
| 22 | HTGC | Hercules Capital Inc | 股票-金融 | 2.17% | +0.76% | -60.02% | |
| 23 | AKRE | Akre Focus ETF | ETF-其他 | 2.15% | -2.15% | EXIT | |
| 24 | SLRC | Slr Investment CORP | 股票-其他 | 2.07% | -2.07% | EXIT | |
| 25 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 2.03% | +0.08% | -82.30% | |
| 26 | AXP | American Express Co | 股票-金融 | 1.60% | +0.13% | -74.32% | |
| 27 | OCSL | Oaktree Specialty Lending Co | 股票-其他 | 1.17% | -1.17% | EXIT | |
| 28 | WSO | Watsco Inc | 股票-工业 | 1.12% | -0.13% | -66.67% | |
| 29 | INFL | Horizon Kinetics Infl Benef | ETF-其他 | 1.06% | +0.22% | -68.35% | |
| 30 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.68% | +0.17% | -78.23% | |
| 31 | SIRI | Sirius Xm Holdings Inc | 股票-通信服务 | 0.41% | +0.02% | -67.94% | |
| 32 | ARCC | Ares Capital CORP | 股票-金融 | 0.40% | +0.09% | -77.96% | |
| 33 | CBRE | Cbre Group Inc - A | 股票-房地产 | 0.28% | +0.04% | -87.60% | |
| 34 | TSLX | Sixth Street Specialty Lendi | 股票-其他 | 0.27% | +0.07% | -82.36% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVR | Nvr Inc | +6.5% | NEW | 新建仓 |
| 2 | ACGL | Arch Capital Group Ltd. | +2.2% | NEW | 新建仓 |
| 3 | MSFT | Microsoft CORP | +2.2% | +94.18% | 加仓 |
| 4 | MAX | Mediaalpha Inc-class A | +1.4% | -60.98% | 加仓 |
| 5 | AKRE | Akre Focus ETF | +1.3% | +36.28% | 加仓 |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | +1.3% | -45.55% | 加仓 |
| 7 | ASML | ASML Holding N.V. | +1.2% | -71.22% | 减仓 |
| 8 | CDW | Cdw Corp/de | +1.1% | -59.88% | 加仓 |
| 9 | SPGI | S&p Global Inc | +0.8% | -25.98% | 加仓 |
| 10 | V | Visa Inc-class A Shares | +0.6% | -64.84% | 加仓 |
| 11 | BINC | Ishares Flex I A Etf-usd Inc | +0.5% | -54.64% | 加仓 |
| 12 | FISV | Fiserv Inc | +0.5% | -37.40% | 加仓 |
| 13 | HTGC | Hercules Capital Inc | +0.4% | -60.02% | 加仓 |
| 14 | HEI-A | Heico Corp-class A | +0.3% | -68.23% | 减仓 |
| 15 | AXP | American Express Co | +0.1% | -74.32% | 不变 |
| 16 | WSO | Watsco Inc | +0.1% | -66.67% | 不变 |
| 17 | SIRI | Sirius Xm Holdings Inc | +0.1% | -67.94% | 减仓 |
| 18 | IT | Gartner Inc | -0.1% | -50.51% | 加仓 |
| 19 | SLRC | Slr Investment CORP | -0.1% | -59.50% | 加仓 |
| 20 | CBRE | Cbre Group Inc - A | -0.1% | -87.60% | 减仓 |
| 21 | THO | Thor Industries Inc | -0.1% | -60.74% | 加仓 |
| 22 | INFL | Horizon Kinetics Infl Benef | -0.2% | -68.35% | 减仓 |
| 23 | JNJ | Johnson & Johnson | -0.2% | -78.23% | 减仓 |
| 24 | ARCC | Ares Capital CORP | -0.2% | -77.96% | 减仓 |
| 25 | TSLX | Sixth Street Specialty Lendi | -0.3% | -82.36% | 减仓 |
| 26 | MRK | Merck & Co. Inc. | -0.3% | EXIT | 清仓 |
| 27 | WBD | Warner Bros Discovery Inc | -0.4% | EXIT | 清仓 |
| 28 | INTU | Intuit Inc | -0.7% | -51.42% | 加仓 |
| 29 | NXPI | NXP Semiconductors N.V. | -0.8% | -82.30% | 减仓 |
| 30 | WTM | White Mountains Insurance Group, Ltd. | -0.9% | -67.60% | 减仓 |
| 31 | BRO | Brown & Brown Inc | -0.9% | -69.78% | 减仓 |
| 32 | GOOG | Alphabet Inc-cl C | -1% | -75.55% | 减仓 |
| 33 | ROP | Roper Technologies Inc | -1.2% | -68.48% | 减仓 |
| 34 | OCSL | Oaktree Specialty Lending Co | -1.5% | -85.22% | 减仓 |
| 35 | MAC | Macerich Co/the | -1.7% | -82.78% | 减仓 |
| 36 | VGSH | Vanguard Short-term Treasury | -2.3% | -85.34% | 减仓 |
| 37 | MTBA | Simplify Mbs ETF | -3% | EXIT | 清仓 |
| 38 | DHR | Danaher CORP | -4.9% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Triad Investment Management 在 Q2 2026 季度的美股持仓总市值约为 US$7543.6万，共申报了 34 个公开持股仓位。
在 Q2 2026 季度，Triad Investment Management 按市值排列的前三大核心持股分别为：NVR (6.5%)、GOOG (5.8%)、V (5.8%)。其中最大持股仓位 NVR 占据整体投资组合约 6.5% 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
NVR
市值: US$593.4万
本季最大获利了结 / 清仓标的
DHR
前期市值: US$412.3万
在 Q2 2026 季度中，Triad Investment Management 共进行了 36 项持仓异动，包含新建仓 2 个仓位、加仓 14 个仓位、减仓 16 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 NVR。 本季清仓仓位包含 DHR。
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。
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