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: 0001716607
申报总市值
US$91.6亿
US$91.6亿
487 檔
28.7%
Q1 2026 季度申报显示，Union Bancaire Privee, UBP SA 披露的美股组合总市值为 US$91.6亿，涵盖 487 个不同之权益投资仓位。
Union Bancaire Privee, UBP SA 在 Q1 2026 进行了结构性的板块轮动与仓位换股。在开立 20 个全新仓位及加仓 65 档持股的同时，亦同步清仓 16 档并减仓 94 档标的。
在资产配置集中度方面，Union Bancaire Privee, UBP SA 的前 5 大核心持股（包含 MSFT, NVDA, GOOGL 等）合计占整体申报市值的 28.7%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 487 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 | MSFT | Microsoft CORP | 股票-科技 | 20.47% | -4.71% | -2.55% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 4.54% | -0.47% | +0.38% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.24% | -0.16% | -5.37% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 3.90% | +0.03% | -1.96% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.36% | -0.18% | -9.52% | |
| 6 | AMAT | Applied Materials Inc | 股票-科技 | 3.12% | +2.22% | -0.05% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 2.76% | -0.25% | -4.76% | |
| 8 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 2.63% | -0.08% | +2.13% | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 2.16% | -0.11% | -5.02% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.13% | -0.33% | -10.51% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.11% | -0.14% | -12.34% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.99% | -0.31% | -9.63% | |
| 13 | CSCO | Cisco Systems Inc | 股票-科技 | 1.29% | +0.57% | -19.12% | |
| 14 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.27% | +0.14% | +20.09% | |
| 15 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.09% | +0.18% | +18.22% | |
| 16 | NFLX | Netflix Inc | 股票-通信服务 | 1.02% | -0.28% | -16.91% | |
| 17 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.01% | -0.07% | -15.13% | |
| 18 | CVX | Chevron CORP | 股票-能源 | 0.97% | -0.50% | +45.26% | |
| 19 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.89% | +0.07% | +114.66% | |
| 20 | PWR | Quanta Services Inc | 股票-工业 | 0.88% | +0.18% | +12.35% | |
| 21 | PH | Parker Hannifin CORP | 股票-工业 | 0.86% | — | +15.33% | |
| 22 | ORCL | Oracle CORP | 股票-科技 | 0.76% | +0.05% | -15.73% | |
| 23 | WMT | Walmart Inc | 股票-非周期性消费 | 0.74% | +0.08% | +253.31% | |
| 24 | RSG | Republic Services Inc | 股票-工业 | 0.71% | -0.20% | +2.85% | |
| 25 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.66% | +0.29% | +1.96% | |
| 26 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.66% | +0.05% | +19.14% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.61% | -0.01% | +23.93% | |
| 28 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.60% | -0.09% | -15.44% | |
| 29 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.59% | -0.17% | -8.49% | |
| 30 | MU | Micron Technology Inc | 股票-科技 | 0.57% | +0.58% | -8.87% | |
| 31 | AZO | Autozone Inc | 股票-周期性消费 | 0.53% | -0.15% | -29.28% | |
| 32 | CAT | Caterpillar Inc | 股票-工业 | 0.52% | +0.27% | +0.80% | |
| 33 | MA | Mastercard Inc - A | 股票-金融 | 0.51% | -0.09% | -47.21% | |
| 34 | XOM | Exxon Mobil CORP | 股票-能源 | 0.51% | -0.32% | +78.64% | |
| 35 | UNP | Union Pacific CORP | 股票-工业 | 0.49% | -0.08% | +10.94% | |
| 36 | VRT | Vertiv Holdings Co-a | 股票-工业 | 0.48% | -0.22% | -24.15% | |
| 37 | NDAQ | Nasdaq Inc | 股票-金融 | 0.48% | -0.15% | -53.52% | |
| 38 | COP | Conocophillips | 股票-能源 | 0.47% | -0.25% | — | |
| 39 | SNOW | Snowflake Inc | 股票-科技 | 0.46% | -0.03% | +521.55% | |
| 40 | MCK | Mckesson CORP | 股票-医疗保健 | 0.46% | +0.03% | +1641.07% | |
| 41 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.45% | -0.16% | -16.29% | |
| 42 | HON | Honeywell International Inc | 股票-工业 | 0.45% | -0.45% | EXIT | |
| 43 | RTX | Rtx CORP | 股票-工业 | 0.45% | -0.13% | -10.51% | |
| 44 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.45% | -0.10% | +12.56% | |
| 45 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.44% | -0.19% | +10.15% | |
| 46 | SPGI | S&p Global Inc | 股票-金融 | 0.43% | -0.10% | -51.80% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.41% | -0.26% | -32.74% | |
| 48 | ECL | Ecolab Inc | 股票-原材料 | 0.41% | -0.10% | -31.00% | |
| 49 | NOW | Servicenow Inc | 股票-科技 | 0.39% | -0.30% | -9.15% | |
| 50 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 0.35% | +0.12% | -6.20% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AMAT | Applied Materials Inc | +1.3% | -0.05% | 减仓 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.8% | -5.37% | 减仓 |
| 3 | CSCO | Cisco Systems Inc | +0.6% | -19.12% | 减仓 |
| 4 | TSM | Taiwan Semiconductor-sp Adr | +0.6% | +2.13% | 加仓 |
| 5 | NEE | Nextera Energy Inc | +0.6% | +114.66% | 加仓 |
| 6 | CVX | Chevron CORP | +0.5% | +45.26% | 加仓 |
| 7 | WMT | Walmart Inc | +0.5% | +253.31% | 加仓 |
| 8 | MCK | Mckesson CORP | +0.4% | +1641.07% | 加仓 |
| 9 | SNOW | Snowflake Inc | +0.4% | +521.55% | 加仓 |
| 10 | PWR | Quanta Services Inc | +0.4% | +12.35% | 加仓 |
| 11 | XOM | Exxon Mobil CORP | +0.3% | +78.64% | 加仓 |
| 12 | NVDA | Nvidia CORP | +0.3% | +0.38% | 加仓 |
| 13 | GS | Goldman Sachs Group Inc | +0.2% | +18.22% | 加仓 |
| 14 | TOL | Toll Brothers Inc | +0.2% | — | 不变 |
| 15 | AAPL | Apple Inc | +0.2% | -1.96% | 减仓 |
| 16 | CAT | Caterpillar Inc | +0.2% | +0.80% | 加仓 |
| 17 | NTR | Nutrien LTD | +0.2% | +6831.39% | 加仓 |
| 18 | PH | Parker Hannifin CORP | +0.2% | +15.33% | 加仓 |
| 19 | DHR | Danaher CORP | +0.2% | +116.66% | 加仓 |
| 20 | LLY | Eli Lilly & Co | +0.2% | +20.09% | 加仓 |
| 21 | GLW | Corning Inc | +0.2% | +122.24% | 加仓 |
| 22 | EOG | Eog Resources Inc | +0.2% | +41556.25% | 加仓 |
| 23 | BMY | Bristol-myers Squibb Co | +0.2% | +12.56% | 加仓 |
| 24 | KO | Coca-cola Co/the | +0.2% | +1.96% | 加仓 |
| 25 | TRGP | Targa Resources CORP | +0.1% | +126.28% | 加仓 |
| 26 | UNP | Union Pacific CORP | +0.1% | +10.94% | 加仓 |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +23.93% | 加仓 |
| 28 | SPG | Simon Property Group Inc | +0.1% | +44.44% | 加仓 |
| 29 | RSG | Republic Services Inc | +0.1% | +2.85% | 加仓 |
| 30 | LITE | Lumentum Holdings Inc | +0.1% | +6.82% | 加仓 |
| 31 | NRG | Nrg Energy Inc | +0.1% | +116.20% | 加仓 |
| 32 | VLO | Valero Energy CORP | +0.1% | +18.55% | 加仓 |
| 33 | VST | Vistra CORP | +0.1% | +56.79% | 加仓 |
| 34 | VRT | Vertiv Holdings Co-a | +0.1% | -24.15% | 减仓 |
| 35 | COST | Costco Wholesale CORP | +0.1% | -8.49% | 减仓 |
| 36 | CBRE | Cbre Group Inc - A | +0.1% | — | 不变 |
| 37 | NXT | Nextpower Inc-cl A | +0.1% | +186.98% | 加仓 |
| 38 | COHR | Coherent CORP | +0.1% | +58.74% | 加仓 |
| 39 | KGC | Kinross Gold CORP | +0.1% | +35.50% | 加仓 |
| 40 | JNJ | Johnson & Johnson | +0.1% | -15.44% | 减仓 |
| 41 | LNG | Cheniere Energy Inc | +0.1% | +196.83% | 加仓 |
| 42 | TER | Teradyne Inc | +0.1% | +681.90% | 加仓 |
| 43 | XLK | Ss Technology Select Sector | +0.1% | +650.54% | 加仓 |
| 44 | JLL | Jones Lang Lasalle Inc | +0.1% | — | 不变 |
| 45 | HASI | Ha Sustainable Infrastructur | +0.1% | +170.85% | 加仓 |
| 46 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +50.66% | 加仓 |
| 47 | HON | Honeywell International Inc | +0.1% | -10.19% | 减仓 |
| 48 | AEP | American Electric Power | +0.1% | +217.21% | 加仓 |
| 49 | AMD | Advanced Micro Devices | +0.1% | +17.05% | 加仓 |
| 50 | PANW | Palo Alto Networks Inc | +0.1% | +19.14% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Union Bancaire Privee, UBP SA 在 Q1 2026 季度的美股持仓总市值约为 US$91.6亿，共申报了 487 个公开持股仓位。
在 Q1 2026 季度，Union Bancaire Privee, UBP SA 按市值排列的前三大核心持股分别为：MSFT (20.5%)、NVDA (4.5%)、GOOGL (4.2%)。其中最大持股仓位 MSFT 占据整体投资组合约 20.5% 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
COP
市值: US$3380.8万
本季最大获利了结 / 清仓标的
JOYY
前期市值: US$7666.9万
在 Q1 2026 季度中，Union Bancaire Privee, UBP SA 共进行了 195 项持仓异动，包含新建仓 20 个仓位、加仓 65 个仓位、减仓 94 个仓位以及清仓 16 个仓位。 其中最大新建仓标的为 COP。 本季清仓仓位包含 JOYY。
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。