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: 0001510912
申报总市值
US$5.1亿
US$5.1亿
32 檔
132.4%
Q1 2026 季度申报显示，Ulysses Management LLC 披露的美股组合总市值为 US$5.1亿，涵盖 32 个不同之权益投资仓位。
在 Q1 2026，Ulysses Management LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 13 个仓位并完全清仓 14 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，Ulysses Management LLC 的前 5 大核心持股（包含 SPY, HSIC, MSFT 等）合计占整体申报市值的 132.4%，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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 56.75% | -51.22% | +3011.11% | |
| 2 | HSIC | Henry Schein Inc | 股票-医疗保健 | 8.31% | +5.15% | +5.30% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 7.24% | +3.92% | -2.43% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 7.20% | +9.52% | -42.49% | |
| 5 | BALL | Ball CORP | 股票-周期性消费 | 3.98% | +2.68% | -46.53% | |
| 6 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 3.48% | +0.72% | — | |
| 7 | UBER | Uber Technologies Inc | 股票-工业 | 2.44% | +0.72% | -10.60% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.16% | +5.12% | — | |
| 9 | SMWB | Similarweb Ltd. | 股票-其他 | 0.98% | +2.57% | — | |
| 10 | AAPL | Apple Inc | 股票-科技 | 0.95% | +1.91% | -52.00% | |
| 11 | DCOM | Dime Commercial Bancshares I | 股票-其他 | 0.95% | +0.62% | — | |
| 12 | TRMB | Trimble Inc | 股票-科技 | 0.57% | -0.57% | EXIT | |
| 13 | SSYS | Stratasys Ltd. | 股票-其他 | 0.54% | +0.40% | +640.00% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.48% | +0.36% | -40.91% | |
| 15 | ANGI | Angi Inc | 股票-其他 | 0.47% | -0.47% | EXIT | |
| 16 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.46% | +1.47% | +183.33% | |
| 17 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.32% | +0.28% | -33.33% | |
| 18 | PACK | Ranpak Holdings CORP | 股票-其他 | 0.31% | +0.44% | — | |
| 19 | ✓ | Bank Of Nt Butterfield&son L | 股票-其他 | 0.25% | +0.19% | +25.00% | |
| 20 | KRE | Ss Spdr S&p Regional Bank | ETF-其他 | 0.24% | +0.22% | -25.00% | |
| 21 | EMBJ | Embraer Sa-spon Adr | 股票-工业 | 0.24% | +0.26% | -35.00% | |
| 22 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 0.24% | +0.23% | — | |
| 23 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.22% | +0.66% | -7.69% | |
| 24 | USB | US Bancorp | 股票-金融 | 0.19% | -0.19% | EXIT | |
| 25 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.18% | -0.18% | EXIT | |
| 26 | FCX | Freeport-mcmoran Inc | 股票-原材料 | 0.18% | +0.13% | -28.57% | |
| 27 | B | Barrick Mining CORP | 股票-原材料 | 0.18% | — | — | |
| 28 | RKT | Rocket Cos Inc-class A | 股票-金融 | 0.18% | -0.18% | EXIT | |
| 29 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.12% | -0.12% | EXIT | |
| 30 | PFSI | Pennymac Financial Services | 股票-其他 | 0.08% | -0.08% | EXIT | |
| 31 | KRNT | Kornit Digital Ltd. | 股票-其他 | 0.07% | -0.07% | EXIT | |
| 32 | TECK | Teck Resources Ltd-cls B | 股票-原材料 | 0.06% | -0.06% | EXIT |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +53.9% | +3011.11% | 加仓 |
| 2 | SSYS | Stratasys Ltd. | +0.4% | +640.00% | 加仓 |
| 3 | GLD | Spdr Gold Shares | +0.2% | +183.33% | 加仓 |
| 4 | ✓ | Bank Of Nt Butterfield&son L | 0% | +25.00% | 加仓 |
| 5 | JNJ | Johnson & Johnson | 0% | — | 不变 |
| 6 | KRNT | Kornit Digital Ltd. | 0% | — | 不变 |
| 7 | USB | US Bancorp | -0.1% | +20.00% | 加仓 |
| 8 | B | Barrick Mining CORP | -0.1% | — | 不变 |
| 9 | XBI | Ss Spdr S&p Biotech ETF | -0.1% | — | 不变 |
| 10 | TMO | Thermo Fisher Scientific Inc | -0.1% | — | 不变 |
| 11 | GOOGL | Alphabet Inc-cl A | -0.2% | -7.69% | 减仓 |
| 12 | FCX | Freeport-mcmoran Inc | -0.2% | -28.57% | 减仓 |
| 13 | KRE | Ss Spdr S&p Regional Bank | -0.2% | -25.00% | 减仓 |
| 14 | DCOM | Dime Commercial Bancshares I | -0.3% | — | 不变 |
| 15 | EMBJ | Embraer Sa-spon Adr | -0.4% | -35.00% | 减仓 |
| 16 | PACK | Ranpak Holdings CORP | -0.4% | — | 不变 |
| 17 | GS | Goldman Sachs Group Inc | -0.4% | -33.33% | 减仓 |
| 18 | JPM | Jpmorgan Chase & Co | -0.8% | -40.91% | 减仓 |
| 19 | ANGI | Angi Inc | -0.9% | -4.36% | 减仓 |
| 20 | TSM | Taiwan Semiconductor-sp Adr | -1.1% | — | 不变 |
| 21 | UBER | Uber Technologies Inc | -2.1% | -10.60% | 减仓 |
| 22 | AAPL | Apple Inc | -2.2% | -52.00% | 减仓 |
| 23 | SMWB | Similarweb Ltd. | -3.2% | — | 不变 |
| 24 | HSIC | Henry Schein Inc | -3.6% | +5.30% | 加仓 |
| 25 | TRMB | Trimble Inc | -4.4% | -79.70% | 减仓 |
| 26 | BALL | Ball CORP | -5.9% | -46.53% | 减仓 |
| 27 | MSFT | Microsoft CORP | -7.1% | -2.43% | 减仓 |
| 28 | AMZN | Amazon.com Inc | -13.3% | -42.49% | 减仓 |
| 29 | CSGP | Costar Group Inc | — | EXIT | 清仓 |
| 30 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | 新建仓 |
| 31 | UNF | Unifirst Corp/ma | — | EXIT | 清仓 |
| 32 | PPLI | People Inc | — | EXIT | 清仓 |
| 33 | TEAM | Atlassian Corp-cl A | — | EXIT | 清仓 |
| 34 | SMH | Vaneck Semiconductor ETF | — | EXIT | 清仓 |
| 35 | GEV | GE Vernova Inc | — | EXIT | 清仓 |
| 36 | KBWB | Invesco Kbw Bank ETF | — | EXIT | 清仓 |
| 37 | RKT | Rocket Cos Inc-class A | — | NEW | 新建仓 |
| 38 | WBS | Webster Financial CORP | — | EXIT | 清仓 |
| 39 | AXP | American Express Co | — | EXIT | 清仓 |
| 40 | ASML | ASML Holding N.V. | — | EXIT | 清仓 |
| 41 | APO | Apollo Global Management Inc | — | EXIT | 清仓 |
| 42 | DHR | Danaher CORP | — | EXIT | 清仓 |
| 43 | PFSI | Pennymac Financial Services | — | NEW | 新建仓 |
| 44 | TECK | Teck Resources Ltd-cls B | — | NEW | 新建仓 |
| 45 | BLND | Blend Labs Inc-a | — | EXIT | 清仓 |
| 46 | ✓ | Taboola.com LTD | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Ulysses Management LLC 在 Q1 2026 季度的美股持仓总市值约为 US$5.1亿，共申报了 32 个公开持股仓位。
在 Q1 2026 季度，Ulysses Management LLC 按市值排列的前三大核心持股分别为：SPY (56.8%)、HSIC (8.3%)、MSFT (7.2%)。其中最大持股仓位 SPY 占据整体投资组合约 56.8% 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
QQQ
市值: US$1731.5万
本季最大获利了结 / 清仓标的
CSGP
前期市值: US$2222.3万
在 Q1 2026 季度中，Ulysses Management LLC 共进行了 37 项持仓异动，包含新建仓 4 个仓位、加仓 6 个仓位、减仓 13 个仓位以及清仓 14 个仓位。 其中最大新建仓标的为 QQQ。 本季清仓仓位包含 CSGP。
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。