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: 0001063571
申报总市值
US$50.2亿
US$50.2亿
308 檔
11.2%
Q1 2026 季度申报显示，Vaughan David Investments Llc/il 披露的美股组合总市值为 US$50.2亿，涵盖 308 个不同之权益投资仓位。
Vaughan David Investments Llc/il 在 Q1 2026 进行了结构性的板块轮动与仓位换股。在开立 16 个全新仓位及加仓 79 档持股的同时，亦同步清仓 7 档并减仓 78 档标的。
在资产配置集中度方面，Vaughan David Investments Llc/il 的前 5 大核心持股（包含 , AVGO, LRCX 等）合计占整体申报市值的 11.2%，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 308 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 | ✓ | 股票-其他 | 2.63% | — | -3.67% | ||
| 2 | AVGO | Broadcom Inc | 股票-科技 | 2.63% | +0.29% | — | |
| 3 | LRCX | Lam Research CORP | 股票-科技 | 2.40% | +1.90% | -7.90% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.19% | -0.10% | +0.16% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.06% | +0.09% | -0.53% | |
| 6 | DE | Deere & Co | 股票-工业 | 1.81% | +0.10% | -0.27% | |
| 7 | ETR | Entergy CORP | 股票-公用事业 | 1.67% | -0.08% | -1.19% | |
| 8 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.60% | -0.04% | -1.32% | |
| 9 | ✓ | 股票-其他 | 1.53% | — | -0.06% | ||
| 10 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.53% | +0.13% | — | |
| 11 | ✓ | 股票-其他 | 1.48% | — | -1.87% | ||
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.48% | +0.24% | — | |
| 13 | CSCO | Cisco Systems Inc | 股票-科技 | 1.48% | +0.60% | -0.23% | |
| 14 | COP | Conocophillips | 股票-能源 | 1.46% | -0.38% | -0.04% | |
| 15 | WMB | Williams Cos Inc | 股票-能源 | 1.45% | -0.05% | -1.12% | |
| 16 | AXP | American Express Co | 股票-金融 | 1.45% | +0.08% | -1.14% | |
| 17 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.43% | +0.15% | -0.84% | |
| 18 | ✓ | 股票-其他 | 1.42% | — | -0.84% | ||
| 19 | XOM | Exxon Mobil CORP | 股票-能源 | 1.42% | -0.34% | — | |
| 20 | CVX | Chevron CORP | 股票-能源 | 1.42% | -0.34% | -0.60% | |
| 21 | ✓ | 股票-其他 | 1.38% | — | +0.70% | ||
| 22 | NEE | Nextera Energy Inc | 股票-公用事业 | 1.38% | -0.15% | — | |
| 23 | ✓ | 股票-其他 | 1.34% | — | — | ||
| 24 | ETN | Eaton Corporation plc | 股票-工业 | 1.34% | +0.15% | +0.28% | |
| 25 | AEP | American Electric Power | 股票-公用事业 | 1.33% | -0.02% | +1.14% | |
| 26 | T | At&t Inc | 股票-通信服务 | 1.28% | -0.41% | +1.94% | |
| 27 | NI | Nisource Inc | 股票-公用事业 | 1.27% | -0.04% | -0.16% | |
| 28 | RF | Regions Financial CORP | 股票-金融 | 1.24% | -0.86% | -0.40% | |
| 29 | ✓ | 股票-其他 | 1.23% | — | +0.52% | ||
| 30 | LNG | Cheniere Energy Inc | 股票-能源 | 1.23% | -0.24% | — | |
| 31 | ✓ | 股票-其他 | 1.22% | — | +2.20% | ||
| 32 | WEC | Wec Energy Group Inc | 股票-公用事业 | 1.22% | -0.05% | — | |
| 33 | XEL | Xcel Energy Inc | 股票-公用事业 | 1.21% | -0.06% | +1.46% | |
| 34 | SO | Southern Co/the | 股票-公用事业 | 1.19% | -0.07% | -0.71% | |
| 35 | LNT | Alliant Energy CORP | 股票-公用事业 | 1.18% | — | +1.30% | |
| 36 | HON | Honeywell International Inc | 股票-工业 | 1.18% | -1.18% | EXIT | |
| 37 | ✓ | 股票-其他 | 1.18% | — | +0.89% | ||
| 38 | DUK | Duke Energy CORP | 股票-公用事业 | 1.18% | -0.11% | — | |
| 39 | LMT | Lockheed Martin CORP | 股票-工业 | 1.16% | -0.22% | -1.40% | |
| 40 | ALL | Allstate CORP | 股票-金融 | 1.16% | +0.08% | +0.87% | |
| 41 | LECO | Lincoln Electric Holdings | 股票-工业 | 1.15% | +0.01% | -1.05% | |
| 42 | C | Citigroup Inc | 股票-金融 | 1.13% | +0.19% | +0.78% | |
| 43 | ✓ | 股票-其他 | 1.11% | — | +1.98% | ||
| 44 | BLK | Blackrock Inc | 股票-金融 | 1.11% | -0.07% | — | |
| 45 | DTE | Dte Energy Company | 股票-公用事业 | 1.10% | -0.01% | +0.34% | |
| 46 | PM | Philip Morris International | 股票-非周期性消费 | 1.10% | +0.03% | +0.58% | |
| 47 | ✓ | 股票-其他 | 1.09% | — | +1.98% | ||
| 48 | APO | Apollo Global Management Inc | 股票-金融 | 1.09% | — | — | |
| 49 | RGA | Reinsurance Group Of America | 股票-金融 | 1.08% | -0.01% | +1.92% | |
| 50 | ✓ | 股票-其他 | 1.08% | — | -0.06% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ADP | Automatic Data Processing | +0.6% | +901.22% | 加仓 |
| 2 | COP | Conocophillips | +0.4% | -0.04% | 减仓 |
| 3 | ✓ | +0.4% | -0.84% | 减仓 | |
| 4 | ✓ | +0.4% | +0.52% | 加仓 | |
| 5 | CVX | Chevron CORP | +0.3% | -0.60% | 减仓 |
| 6 | CNP | Centerpoint Energy Inc | +0.3% | +38.59% | 加仓 |
| 7 | DE | Deere & Co | +0.3% | -0.27% | 减仓 |
| 8 | LRCX | Lam Research CORP | +0.3% | -7.90% | 减仓 |
| 9 | EOG | Eog Resources Inc | +0.3% | +1.49% | 加仓 |
| 10 | ETR | Entergy CORP | +0.2% | -1.19% | 减仓 |
| 11 | SLB | Slb LTD | +0.2% | +0.30% | 加仓 |
| 12 | WMB | Williams Cos Inc | +0.2% | -1.12% | 减仓 |
| 13 | JNJ | Johnson & Johnson | +0.2% | -1.32% | 减仓 |
| 14 | LMT | Lockheed Martin CORP | +0.2% | -1.40% | 减仓 |
| 15 | ✓ | +0.2% | -0.06% | 减仓 | |
| 16 | T | At&t Inc | +0.2% | +1.94% | 加仓 |
| 17 | ✓ | +0.2% | +0.70% | 加仓 | |
| 18 | HON | Honeywell International Inc | +0.2% | +1.17% | 加仓 |
| 19 | AEP | American Electric Power | +0.1% | +1.14% | 加仓 |
| 20 | ✓ | +0.1% | +0.80% | 加仓 | |
| 21 | APD | Air Products & Chemicals Inc | +0.1% | +2.40% | 加仓 |
| 22 | ✓ | +0.1% | +33.81% | 加仓 | |
| 23 | DTE | Dte Energy Company | +0.1% | +0.34% | 加仓 |
| 24 | ✓ | +0.1% | +0.89% | 加仓 | |
| 25 | CAT | Caterpillar Inc | +0.1% | -6.85% | 减仓 |
| 26 | ✓ | +0.1% | +0.12% | 加仓 | |
| 27 | ✓ | +0.1% | +2.20% | 加仓 | |
| 28 | NI | Nisource Inc | +0.1% | -0.16% | 减仓 |
| 29 | GILD | Gilead Sciences Inc | +0.1% | +3.30% | 加仓 |
| 30 | LNT | Alliant Energy CORP | +0.1% | +1.30% | 加仓 |
| 31 | SO | Southern Co/the | +0.1% | -0.71% | 减仓 |
| 32 | XEL | Xcel Energy Inc | +0.1% | +1.46% | 加仓 |
| 33 | ✓ | +0.1% | -48.79% | 减仓 | |
| 34 | ✓ | +0.1% | +6.80% | 加仓 | |
| 35 | PEP | Pepsico Inc | +0.1% | +0.81% | 加仓 |
| 36 | MDLZ | Mondelez International Inc-a | +0.1% | +3.55% | 加仓 |
| 37 | KO | Coca-cola Co/the | +0.1% | -0.03% | 减仓 |
| 38 | PGR | Progressive CORP | +0.1% | +27.08% | 加仓 |
| 39 | SCHD | Schwab US Dvd Equity ETF | 0% | -2.54% | 减仓 |
| 40 | WM | Waste Management Inc | 0% | +2.07% | 加仓 |
| 41 | SCI | Service CORP International | 0% | +0.88% | 加仓 |
| 42 | PPG | Ppg Industries Inc | 0% | +2.89% | 加仓 |
| 43 | TXN | Texas Instruments Inc | 0% | -1.36% | 减仓 |
| 44 | ✓ | 0% | +25.43% | 加仓 | |
| 45 | ✓ | 0% | +20.33% | 加仓 | |
| 46 | PM | Philip Morris International | 0% | +0.58% | 加仓 |
| 47 | ✓ | 0% | +11.55% | 加仓 | |
| 48 | BP | Bp Plc-spons Adr | 0% | -0.15% | 减仓 |
| 49 | LLY | Eli Lilly & Co | 0% | +44.90% | 加仓 |
| 50 | ✓ | 0% | +6.23% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Vaughan David Investments Llc/il 在 Q1 2026 季度的美股持仓总市值约为 US$50.2亿，共申报了 308 个公开持股仓位。
在 Q1 2026 季度，Vaughan David Investments Llc/il 按市值排列的前三大核心持股分别为： (2.6%)、AVGO (2.6%)、LRCX (2.4%)。其中最大持股仓位 占据整体投资组合约 2.6% 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
市值: US$6341.4万
本季最大获利了结 / 清仓标的
ETN
前期市值: US$5631.4万
在 Q1 2026 季度中，Vaughan David Investments Llc/il 共进行了 180 项持仓异动，包含新建仓 16 个仓位、加仓 79 个仓位、减仓 78 个仓位以及清仓 7 个仓位。 其中最大新建仓标的为 。 本季清仓仓位包含 ETN。
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。