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: 0001943239
申报总市值
US$10.5亿
US$10.5亿
721 檔
30.7%
根据最新整理的 13F 季度数据集，V-Square Quantitative Management LLC 于 Q1 2026 结束时的管理资产规模为 US$10.5亿。该机构在本季度申报了 721 档美股持仓，呈现出该时期的主要投资地图。
在 Q1 2026，V-Square Quantitative Management LLC 操作展现出积极扩展与加仓意向。本季共新建仓 5 个新仓位，并对 131 个既有持股进行加仓（合计增持 136 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，V-Square Quantitative Management LLC 的前 5 大核心持股（包含 AGG, NVDA, MSFT 等）合计占整体申报市值的 30.7%，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 721 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 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 13.32% | -1.38% | — | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 8.85% | -0.02% | +2.31% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 5.33% | -0.34% | +0.58% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.58% | +0.21% | -1.38% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.05% | +0.18% | -1.08% | |
| 6 | TSLA | Tesla Inc | 股票-周期性消费 | 1.81% | -0.04% | +3.76% | |
| 7 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.68% | +0.26% | +2.65% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 1.45% | +0.17% | -0.74% | |
| 9 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.44% | -0.13% | +3.98% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 1.12% | +0.01% | +4.78% | |
| 11 | MA | Mastercard Inc - A | 股票-金融 | 1.02% | -0.10% | +5.02% | |
| 12 | LRCX | Lam Research CORP | 股票-科技 | 1.00% | +0.59% | -0.42% | |
| 13 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.81% | -0.30% | +4.35% | |
| 14 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.76% | -0.07% | +6.61% | |
| 15 | MS | Morgan Stanley | 股票-金融 | 0.67% | -0.21% | -0.81% | |
| 16 | CAT | Caterpillar Inc | 股票-工业 | 0.64% | +0.18% | +1.94% | |
| 17 | HD | Home Depot Inc | 股票-周期性消费 | 0.61% | -0.02% | +6.38% | |
| 18 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.60% | -0.04% | +4.03% | |
| 19 | IBM | Intl Business Machines CORP | 股票-科技 | 0.55% | +0.04% | +6.17% | |
| 20 | GE | General Electric | 股票-工业 | 0.52% | +0.18% | +3.08% | |
| 21 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.51% | -0.12% | +4.86% | |
| 22 | MU | Micron Technology Inc | 股票-科技 | 0.49% | +0.41% | -3.68% | |
| 23 | CRM | Salesforce Inc | 股票-科技 | 0.48% | -0.13% | +2.75% | |
| 24 | KEYS | Keysight Technologies In | 股票-科技 | 0.46% | -0.32% | -3.57% | |
| 25 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.45% | -0.24% | -2.15% | |
| 26 | UNP | Union Pacific CORP | 股票-工业 | 0.44% | — | -1.49% | |
| 27 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.43% | -0.09% | +4.08% | |
| 28 | LIN | Linde plc | 股票-原材料 | 0.43% | +0.02% | +2.02% | |
| 29 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.42% | -0.05% | +5.42% | |
| 30 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.42% | -0.04% | -4.67% | |
| 31 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.42% | -0.09% | +1.63% | |
| 32 | TXN | Texas Instruments Inc | 股票-科技 | 0.41% | -0.31% | +4.13% | |
| 33 | GEV | GE Vernova Inc | 股票-工业 | 0.41% | +0.11% | -2.83% | |
| 34 | INTU | Intuit Inc | 股票-科技 | 0.40% | -0.18% | +7.26% | |
| 35 | WELL | Welltower Inc | 股票-房地产 | 0.39% | +0.07% | +4.39% | |
| 36 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.39% | -0.13% | +4.53% | |
| 37 | ACN | Accenture plc | 股票-科技 | 0.39% | -0.16% | +2.21% | |
| 38 | INTC | Intel CORP | 股票-科技 | 0.36% | -0.17% | +1.67% | |
| 39 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.36% | +0.26% | +15.98% | |
| 40 | DHR | Danaher CORP | 股票-医疗保健 | 0.35% | -0.12% | +2.33% | |
| 41 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.34% | -0.08% | -1.51% | |
| 42 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.33% | -0.05% | +8.19% | |
| 43 | DE | Deere & Co | 股票-工业 | 0.32% | +0.18% | +0.19% | |
| 44 | SPGI | S&p Global Inc | 股票-金融 | 0.32% | -0.07% | +0.82% | |
| 45 | ETN | Eaton Corporation plc | 股票-工业 | 0.31% | +0.01% | +7.81% | |
| 46 | MAR | Marriott International -cl A | 股票-周期性消费 | 0.31% | -0.27% | -3.29% | |
| 47 | CDNS | Cadence Design Sys Inc | 股票-科技 | 0.31% | -0.10% | +0.97% | |
| 48 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.31% | -0.02% | +3.97% | |
| 49 | BLK | Blackrock Inc | 股票-金融 | 0.30% | -0.03% | +8.03% | |
| 50 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.30% | -0.04% | +5.09% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | JNJ | Johnson & Johnson | +0.3% | +3.98% | 加仓 |
| 2 | LRCX | Lam Research CORP | +0.2% | -0.42% | 减仓 |
| 3 | CAT | Caterpillar Inc | +0.1% | +1.94% | 加仓 |
| 4 | AGG | Ishares Core U.s. Aggregate | +0.1% | — | 不变 |
| 5 | KEYS | Keysight Technologies In | +0.1% | -3.57% | 减仓 |
| 6 | LYB | LyondellBasell Industries N.V. | +0.1% | +26.86% | 加仓 |
| 7 | KO | Coca-cola Co/the | +0.1% | +4.35% | 加仓 |
| 8 | VZ | Verizon Communications Inc | +0.1% | +5.42% | 加仓 |
| 9 | MRK | Merck & Co. Inc. | +0.1% | +4.03% | 加仓 |
| 10 | GEV | GE Vernova Inc | +0.1% | -2.83% | 减仓 |
| 11 | COST | Costco Wholesale CORP | +0.1% | +14.69% | 加仓 |
| 12 | COP | Conocophillips | +0.1% | -0.75% | 减仓 |
| 13 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +19.03% | 加仓 |
| 14 | LIN | Linde plc | +0.1% | +2.02% | 加仓 |
| 15 | GILD | Gilead Sciences Inc | +0.1% | +4.08% | 加仓 |
| 16 | STX | Seagate Technology Holdings plc | +0.1% | +9.11% | 加仓 |
| 17 | INTC | Intel CORP | +0.1% | +1.67% | 加仓 |
| 18 | PEP | Pepsico Inc | +0.1% | +4.86% | 加仓 |
| 19 | MU | Micron Technology Inc | +0.1% | -3.68% | 减仓 |
| 20 | WDC | Western Digital CORP | +0.1% | -3.73% | 减仓 |
| 21 | VLO | Valero Energy CORP | +0.1% | +0.63% | 加仓 |
| 22 | TXN | Texas Instruments Inc | +0.1% | +4.13% | 加仓 |
| 23 | DE | Deere & Co | +0.1% | +0.19% | 加仓 |
| 24 | ETN | Eaton Corporation plc | +0.1% | +7.81% | 加仓 |
| 25 | PG | Procter & Gamble Co/the | +0.1% | +6.61% | 加仓 |
| 26 | EQIX | Equinix Inc | +0.1% | +6.74% | 加仓 |
| 27 | HAL | Halliburton Co | +0.1% | -2.21% | 减仓 |
| 28 | MPC | Marathon Petroleum CORP | +0.1% | -3.02% | 减仓 |
| 29 | BMY | Bristol-myers Squibb Co | +0.1% | +3.97% | 加仓 |
| 30 | PSX | Phillips 66 | +0.1% | -2.30% | 减仓 |
| 31 | ED | Consolidated Edison Inc | +0.1% | +6.10% | 加仓 |
| 32 | TGT | Target CORP | 0% | +7.66% | 加仓 |
| 33 | ASML | ASML Holding N.V. | 0% | +4.16% | 加仓 |
| 34 | BKR | Baker Hughes Co | 0% | +2.78% | 加仓 |
| 35 | WELL | Welltower Inc | 0% | +4.39% | 加仓 |
| 36 | PFE | Pfizer Inc | 0% | +14.09% | 加仓 |
| 37 | MO | Altria Group Inc | 0% | +20.92% | 加仓 |
| 38 | HPQ | Hp Inc | 0% | +83.41% | 加仓 |
| 39 | SLB | Slb LTD | 0% | -3.00% | 减仓 |
| 40 | TJX | Tjx Companies Inc | 0% | +8.19% | 加仓 |
| 41 | NVS | Novartis Ag-sponsored Adr | 0% | +8.33% | 加仓 |
| 42 | LNG | Cheniere Energy Inc | 0% | +3.67% | 加仓 |
| 43 | CVX | Chevron CORP | 0% | -5.95% | 减仓 |
| 44 | XOM | Exxon Mobil CORP | 0% | +12.68% | 加仓 |
| 45 | KR | Kroger Co | 0% | +13.93% | 加仓 |
| 46 | LITE | Lumentum Holdings Inc | 0% | +523.38% | 加仓 |
| 47 | VRT | Vertiv Holdings Co-a | 0% | +371.91% | 加仓 |
| 48 | VIV | Telefonica Brasil-adr | 0% | — | 不变 |
| 49 | JNJ | Johnson & Johnson | 0% | -2.15% | 减仓 |
| 50 | TT | Trane Technologies plc | 0% | +7.78% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，V-Square Quantitative Management LLC 在 Q1 2026 季度的美股持仓总市值约为 US$10.5亿，共申报了 721 个公开持股仓位。
在 Q1 2026 季度，V-Square Quantitative Management LLC 按市值排列的前三大核心持股分别为：AGG (13.3%)、NVDA (8.8%)、MSFT (5.3%)。其中最大持股仓位 AGG 占据整体投资组合约 13.3% 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
CIEN
市值: US$37.0万
本季最大获利了结 / 清仓标的
MOH
前期市值: US$28.7万
在 Q1 2026 季度中，V-Square Quantitative Management LLC 共进行了 194 项持仓异动，包含新建仓 5 个仓位、加仓 131 个仓位、减仓 52 个仓位以及清仓 6 个仓位。 其中最大新建仓标的为 CIEN。 本季清仓仓位包含 MOH。
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。