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: 0000019481
申报总市值
US$4.3亿
US$4.3亿
450 檔
3.2%
在 Q1 2026 申报期间，Virtus Investment Advisers, LLC（CIK: 0000019481）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$4.3亿，共持有 450 个公开申报仓位。
Virtus Investment Advisers, LLC 在 Q1 2026 进行了结构性的板块轮动与仓位换股。在开立 36 个全新仓位及加仓 62 档持股的同时，亦同步清仓 47 档并减仓 55 档标的。
在资产配置集中度方面，Virtus Investment Advisers, LLC 的前 5 大核心持股（包含 GILD, AMGN, REGN 等）合计占整体申报市值的 3.2%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
MRK
市值: US$211.5万
本季最大获利了结 / 清仓标的
HBAN
前期市值: US$213.0万
仅显示前 200 大持股（共 450 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 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.79% | -0.10% | +260.76% | |
| 2 | AMGN | Amgen Inc | 股票-医疗保健 | 0.78% | -0.06% | +274.70% | |
| 3 | REGN | Regeneron Pharmaceuticals | 股票-医疗保健 | 0.77% | -0.14% | +290.66% | |
| 4 | IBRX | Immunitybio Inc | 股票-医疗保健 | 0.76% | -0.43% | +23.54% | |
| 5 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 0.72% | -0.42% | +288.42% | |
| 6 | INCY | Incyte CORP | 股票-医疗保健 | 0.71% | +0.07% | -2.81% | |
| 7 | VRT | Vertiv Holdings Co-a | 股票-工业 | 0.69% | -0.25% | +0.21% | |
| 8 | ALNY | Alnylam Pharmaceuticals Inc | 股票-医疗保健 | 0.68% | +0.02% | +335.12% | |
| 9 | EIX | Edison International | 股票-公用事业 | 0.67% | -0.17% | +1129.16% | |
| 10 | ROST | Ross Stores Inc | 股票-周期性消费 | 0.61% | -0.21% | -14.04% | |
| 11 | PWR | Quanta Services Inc | 股票-工业 | 0.60% | -0.13% | -8.76% | |
| 12 | DAWNGBX | Day One Biopharmaceuticals I | 股票-其他 | 0.60% | -0.60% | EXIT | |
| 13 | BURL | Burlington Stores Inc | 股票-周期性消费 | 0.59% | -0.18% | -5.81% | |
| 14 | SLB | Slb LTD | 股票-能源 | 0.59% | -0.19% | +873.24% | |
| 15 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.58% | -0.09% | — | |
| 16 | LIN | Linde plc | 股票-原材料 | 0.57% | -0.57% | EXIT | |
| 17 | HSY | Hershey Co/the | 股票-非周期性消费 | 0.57% | -0.57% | EXIT | |
| 18 | CB | Chubb Limited | 股票-金融 | 0.57% | -0.13% | — | |
| 19 | BKR | Baker Hughes Co | 股票-能源 | 0.57% | -0.23% | -15.72% | |
| 20 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.56% | -0.16% | -3.19% | |
| 21 | WAB | Wabtec CORP | 股票-工业 | 0.56% | -0.14% | -15.00% | |
| 22 | WELL | Welltower Inc | 股票-房地产 | 0.56% | -0.11% | -2.56% | |
| 23 | OXLC | Oxford Lane Capital CORP | 股票-其他 | 0.56% | -0.25% | +39.20% | |
| 24 | HWM | Howmet Aerospace Inc | 股票-工业 | 0.56% | -0.09% | -7.20% | |
| 25 | ALL | Allstate CORP | 股票-金融 | 0.56% | -0.09% | -2.52% | |
| 26 | WMT | Walmart Inc | 股票-非周期性消费 | 0.56% | -0.19% | -12.22% | |
| 27 | TT | Trane Technologies plc | 股票-工业 | 0.56% | -0.14% | +8.11% | |
| 28 | FAST | Fastenal Co | 股票-工业 | 0.55% | -0.10% | -5.76% | |
| 29 | LYV | Live Nation Entertainment In | 股票-通信服务 | 0.54% | -0.54% | EXIT | |
| 30 | CME | Cme Group Inc | 股票-金融 | 0.54% | -0.21% | -6.84% | |
| 31 | HIG | Hartford Insurance Group Inc | 股票-金融 | 0.54% | -0.13% | -6.32% | |
| 32 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.54% | -0.08% | -5.16% | |
| 33 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.54% | -0.54% | EXIT | |
| 34 | AMAT | Applied Materials Inc | 股票-科技 | 0.54% | +0.21% | -31.93% | |
| 35 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.54% | -0.54% | EXIT | |
| 36 | HUBB | Hubbell Inc | 股票-工业 | 0.53% | -0.13% | — | |
| 37 | AFL | Aflac Inc | 股票-金融 | 0.53% | -0.53% | EXIT | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.53% | -0.53% | EXIT | |
| 39 | DAL | Delta Air Lines Inc | 股票-工业 | 0.53% | +0.05% | -12.96% | |
| 40 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.52% | -0.52% | EXIT | |
| 41 | EA | Electronic Arts Inc | 股票-通信服务 | 0.52% | -0.52% | EXIT | |
| 42 | MPWR | Monolithic Power Systems Inc | 股票-科技 | 0.52% | -0.15% | -1.37% | |
| 43 | CINF | Cincinnati Financial CORP | 股票-金融 | 0.52% | -0.05% | -4.36% | |
| 44 | DRI | Darden Restaurants Inc | 股票-周期性消费 | 0.52% | -0.52% | EXIT | |
| 45 | WM | Waste Management Inc | 股票-工业 | 0.52% | -0.52% | EXIT | |
| 46 | TXN | Texas Instruments Inc | 股票-科技 | 0.52% | -0.52% | EXIT | |
| 47 | CSCO | Cisco Systems Inc | 股票-科技 | 0.52% | +0.04% | -8.17% | |
| 48 | WRB | Wr Berkley CORP | 股票-金融 | 0.52% | -0.52% | EXIT | |
| 49 | TDY | Teledyne Technologies Inc | 股票-科技 | 0.51% | -0.08% | — | |
| 50 | PFG | Principal Financial Group | 股票-金融 | 0.51% | -0.06% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | EIX | Edison International | +0.6% | +1129.16% | 加仓 |
| 2 | IBRX | Immunitybio Inc | +0.6% | +23.54% | 加仓 |
| 3 | GILD | Gilead Sciences Inc | +0.6% | +260.76% | 加仓 |
| 4 | AMGN | Amgen Inc | +0.6% | +274.70% | 加仓 |
| 5 | REGN | Regeneron Pharmaceuticals | +0.6% | +290.66% | 加仓 |
| 6 | SLB | Slb LTD | +0.6% | +873.24% | 加仓 |
| 7 | VRTX | Vertex Pharmaceuticals Inc | +0.5% | +288.42% | 加仓 |
| 8 | ALNY | Alnylam Pharmaceuticals Inc | +0.5% | +335.12% | 加仓 |
| 9 | DAWNGBX | Day One Biopharmaceuticals I | +0.4% | +23.54% | 加仓 |
| 10 | ERAS | Erasca Inc | +0.3% | +2.50% | 加仓 |
| 11 | VRT | Vertiv Holdings Co-a | +0.3% | +0.21% | 加仓 |
| 12 | MRNA | Moderna Inc | +0.2% | +23.53% | 加仓 |
| 13 | APLSUSD | Apellis Pharmaceuticals Inc | +0.2% | +23.54% | 加仓 |
| 14 | IOVA | Iovance Biotherapeutics Inc | +0.1% | +23.54% | 加仓 |
| 15 | ROIV | Roivant Sciences Ltd. | +0.1% | +23.54% | 加仓 |
| 16 | ELVN | Enliven Therapeutics Inc | +0.1% | +2.50% | 加仓 |
| 17 | MIRM | Mirum Pharmaceuticals Inc | +0.1% | +23.53% | 加仓 |
| 18 | AGIO | Agios Pharmaceuticals Inc | +0.1% | +23.54% | 加仓 |
| 19 | TNGX | Tango Therapeutics Inc | +0.1% | +2.50% | 加仓 |
| 20 | BCRX | Biocryst Pharmaceuticals Inc | +0.1% | +23.54% | 加仓 |
| 21 | 4XC1 | Kalvista Pharmaceuticals Inc | +0.1% | +23.54% | 加仓 |
| 22 | NVAX | Novavax Inc | +0.1% | +23.54% | 加仓 |
| 23 | PWR | Quanta Services Inc | +0.1% | -8.76% | 减仓 |
| 24 | UTHR | United Therapeutics CORP | +0.1% | +23.52% | 加仓 |
| 25 | MPWR | Monolithic Power Systems Inc | +0.1% | -1.37% | 减仓 |
| 26 | KNSA | Kiniksa Pharmaceuticals International, plc | +0.1% | +23.54% | 加仓 |
| 27 | TT | Trane Technologies plc | +0.1% | +8.11% | 加仓 |
| 28 | ALMS | Alumis Inc | +0.1% | +2.50% | 加仓 |
| 29 | DNTH | Dianthus Therapeutics Inc | +0.1% | +2.49% | 加仓 |
| 30 | ORCL | Oracle CORP | +0.1% | +59.75% | 加仓 |
| 31 | SNDX | Syndax Pharmaceuticals Inc | +0.1% | +23.54% | 加仓 |
| 32 | GERN | Geron CORP | +0.1% | +23.54% | 加仓 |
| 33 | BKR | Baker Hughes Co | +0.1% | -15.72% | 减仓 |
| 34 | TGTX | Tg Therapeutics Inc | +0.1% | +23.54% | 加仓 |
| 35 | ZLAB | Zai Lab Ltd-adr | +0.1% | +23.54% | 加仓 |
| 36 | CRVS | Corvus Pharmaceuticals Inc | +0.1% | +2.50% | 加仓 |
| 37 | ASND | Ascendis Pharma A/S | +0.1% | +23.55% | 加仓 |
| 38 | LGND | Ligand Pharmaceuticals | +0.1% | +23.52% | 加仓 |
| 39 | KRYS | Krystal Biotech Inc | +0.1% | +23.53% | 加仓 |
| 40 | BIIB | Biogen Inc | +0.1% | +23.58% | 加仓 |
| 41 | SPMC | Sound Point Meridian Capital | +0.1% | +126.68% | 加仓 |
| 42 | COST | Costco Wholesale CORP | +0.1% | -5.28% | 减仓 |
| 43 | ALLO | Allogene Therapeutics Inc | +0.1% | +2.50% | 加仓 |
| 44 | ACLXGBX | Arcellx Inc | +0.1% | +2.51% | 加仓 |
| 45 | CGON | Cg Oncology Inc | +0.1% | +2.51% | 加仓 |
| 46 | ORKA | Oruka Therapeutics Inc | +0.1% | +2.50% | 加仓 |
| 47 | ARDX | Ardelyx Inc | +0.1% | +23.54% | 加仓 |
| 48 | SRPT | Sarepta Therapeutics Inc | +0.1% | +23.54% | 加仓 |
| 49 | FAST | Fastenal Co | +0.1% | -5.76% | 减仓 |
| 50 | V | Visa Inc-class A Shares | 0% | +6.11% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Virtus Investment Advisers, LLC 在 Q1 2026 季度的美股持仓总市值约为 US$4.3亿，共申报了 450 个公开持股仓位。
在 Q1 2026 季度，Virtus Investment Advisers, LLC 按市值排列的前三大核心持股分别为：GILD (0.8%)、AMGN (0.8%)、REGN (0.8%)。其中最大持股仓位 GILD 占据整体投资组合约 0.8% 的权重。
在 Q1 2026 季度中，Virtus Investment Advisers, LLC 共进行了 200 项持仓异动，包含新建仓 36 个仓位、加仓 62 个仓位、减仓 55 个仓位以及清仓 47 个仓位。 其中最大新建仓标的为 MRK。 本季清仓仓位包含 HBAN。
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。
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。
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。