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: 0001584801
申报总市值
US$11.4亿
US$11.4亿
42 檔
29.2%
在 Q1 2026 的 13F 官方备案中，Ycg, LLC 管理的美股投资组合规模来到 US$11.4亿，整体持股档数为 42 档。
在 Q1 2026，Ycg, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 32 个仓位并完全清仓 4 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，Ycg, LLC 的前 5 大核心持股（包含 MA, MCO, MSFT 等）合计占整体申报市值的 29.2%，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
XOM
市值: US$25.4万
本季最大获利了结 / 清仓标的
AMGN
前期市值: US$52.3万
| # | 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 | MA | Mastercard Inc - A | 股票-金融 | 7.08% | -0.03% | -2.83% | |
| 2 | MCO | Moody's CORP | 股票-金融 | 6.91% | +0.03% | -3.34% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 5.52% | -0.14% | -5.21% | |
| 4 | CPRT | Copart Inc | 股票-工业 | 5.28% | +0.92% | +18.65% | |
| 5 | MSCI | Msci Inc | 股票-金融 | 5.21% | -0.07% | -3.08% | |
| 6 | FICO | Fair Isaac CORP | 股票-科技 | 4.72% | +1.82% | +15.72% | |
| 7 | WM | Waste Management Inc | 股票-工业 | 4.59% | -0.81% | -10.13% | |
| 8 | AON | Aon plc | 股票-金融 | 4.30% | -0.06% | -2.93% | |
| 9 | LIN | Linde plc | 股票-原材料 | 3.93% | +0.36% | +10.26% | |
| 10 | RSG | Republic Services Inc | 股票-工业 | 3.85% | -0.44% | -7.75% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.77% | -0.50% | -28.83% | |
| 12 | VRSK | Verisk Analytics Inc | 股票-工业 | 3.75% | +0.22% | +17.26% | |
| 13 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 3.69% | -0.25% | -2.32% | |
| 14 | CME | Cme Group Inc | 股票-金融 | 3.63% | +0.26% | +8.47% | |
| 15 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.62% | +0.15% | -3.13% | |
| 16 | SPGI | S&p Global Inc | 股票-金融 | 3.26% | -0.21% | -1.32% | |
| 17 | TDG | Transdigm Group Inc | 股票-工业 | 3.17% | +2.25% | +29.58% | |
| 18 | CP | Canadian Pacific Kansas City | 股票-工业 | 2.41% | -0.26% | -13.29% | |
| 19 | CNI | Canadian Natl Railway Co | 股票-工业 | 2.39% | -0.21% | -12.31% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.97% | +0.03% | -7.08% | |
| 21 | RACE | Ferrari N.V. | 股票-周期性消费 | 1.90% | +0.52% | -3.42% | |
| 22 | INTU | Intuit Inc | 股票-科技 | 1.73% | -1.54% | -30.27% | |
| 23 | V | Visa Inc-class A Shares | 股票-金融 | 1.57% | +0.13% | -6.30% | |
| 24 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.48% | -0.05% | -3.54% | |
| 25 | CBRE | Cbre Group Inc - A | 股票-房地产 | 1.37% | -1.34% | -37.98% | |
| 26 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.29% | +0.36% | -4.01% | |
| 27 | MLM | Martin Marietta Materials | 股票-原材料 | 1.21% | +0.39% | +10.30% | |
| 28 | CRH | CRH plc | 股票-原材料 | 1.14% | +0.12% | +5.02% | |
| 29 | VMC | Vulcan Materials Co | 股票-原材料 | 1.07% | +0.72% | -3.27% | |
| 30 | AAPL | Apple Inc | 股票-科技 | 0.79% | -0.70% | -40.34% | |
| 31 | CSGP | Costar Group Inc | 股票-房地产 | 0.72% | -0.72% | EXIT | |
| 32 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.67% | +0.02% | -58.69% | |
| 33 | PGR | Progressive CORP | 股票-金融 | 0.65% | -0.65% | EXIT | |
| 34 | ADBE | Adobe Inc | 股票-科技 | 0.64% | -0.64% | EXIT | |
| 35 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.29% | +0.01% | -44.87% | |
| 36 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 0.10% | +0.01% | -29.84% | |
| 37 | SYK | Stryker CORP | 股票-医疗保健 | 0.10% | -0.01% | -13.65% | |
| 38 | EFX | Equifax Inc | 股票-工业 | 0.09% | -0.01% | -6.10% | |
| 39 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.07% | +0.01% | -50.00% | |
| 40 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.06% | — | -34.15% | |
| 41 | XOM | Exxon Mobil CORP | 股票-能源 | 0.02% | -0.02% | EXIT | |
| 42 | ETV | Eaton Vance T/m Buy-writ Opp | 股票-其他 | 0.01% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | LIN | Linde plc | +1.4% | +10.26% | 加仓 |
| 2 | CME | Cme Group Inc | +1.1% | +8.47% | 加仓 |
| 3 | CPRT | Copart Inc | +0.9% | +18.65% | 加仓 |
| 4 | TDG | Transdigm Group Inc | +0.8% | +29.58% | 加仓 |
| 5 | VRSK | Verisk Analytics Inc | +0.6% | +17.26% | 加仓 |
| 6 | WM | Waste Management Inc | +0.5% | -10.13% | 减仓 |
| 7 | RSG | Republic Services Inc | +0.5% | -7.75% | 减仓 |
| 8 | MSCI | Msci Inc | +0.4% | -3.08% | 减仓 |
| 9 | MRSH | Marsh & Mclennan Cos | +0.3% | -2.32% | 减仓 |
| 10 | AON | Aon plc | +0.3% | -2.93% | 减仓 |
| 11 | CP | Canadian Pacific Kansas City | +0.3% | -13.29% | 减仓 |
| 12 | MLM | Martin Marietta Materials | +0.3% | +10.30% | 加仓 |
| 13 | PG | Procter & Gamble Co/the | +0.2% | -3.54% | 减仓 |
| 14 | CNI | Canadian Natl Railway Co | +0.2% | -12.31% | 减仓 |
| 15 | AMZN | Amazon.com Inc | +0.2% | -3.13% | 减仓 |
| 16 | MA | Mastercard Inc - A | +0.1% | -2.83% | 减仓 |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -7.08% | 减仓 |
| 18 | RACE | Ferrari N.V. | +0.1% | -3.42% | 减仓 |
| 19 | VMC | Vulcan Materials Co | +0.1% | -3.27% | 减仓 |
| 20 | CRH | CRH plc | +0.1% | +5.02% | 加仓 |
| 21 | META | Meta Platforms Inc-class A | — | -4.01% | 减仓 |
| 22 | SYK | Stryker CORP | — | -13.65% | 减仓 |
| 23 | EFX | Equifax Inc | 0% | -6.10% | 减仓 |
| 24 | JNJ | Johnson & Johnson | 0% | -34.15% | 减仓 |
| 25 | SGOV | Ishares 0-3 Month Treasury B | 0% | -29.84% | 减仓 |
| 26 | V | Visa Inc-class A Shares | -0.1% | -6.30% | 减仓 |
| 27 | BRK-A | Berkshire Hathaway Inc-cl A | -0.1% | -50.00% | 减仓 |
| 28 | MCO | Moody's CORP | -0.1% | -3.34% | 减仓 |
| 29 | KO | Coca-cola Co/the | -0.1% | -44.87% | 减仓 |
| 30 | SPGI | S&p Global Inc | -0.1% | -1.32% | 减仓 |
| 31 | AAPL | Apple Inc | -0.4% | -40.34% | 减仓 |
| 32 | PGR | Progressive CORP | -0.5% | -43.38% | 减仓 |
| 33 | CL | Colgate-palmolive Co | -0.6% | -58.69% | 减仓 |
| 34 | ADBE | Adobe Inc | -0.6% | -36.80% | 减仓 |
| 35 | FICO | Fair Isaac CORP | -0.7% | +15.72% | 加仓 |
| 36 | CBRE | Cbre Group Inc - A | -0.8% | -37.98% | 减仓 |
| 37 | MSFT | Microsoft CORP | -0.8% | -5.21% | 减仓 |
| 38 | GOOG | Alphabet Inc-cl C | -1.1% | -28.83% | 减仓 |
| 39 | CSGP | Costar Group Inc | -1.1% | -45.44% | 减仓 |
| 40 | INTU | Intuit Inc | -1.4% | -30.27% | 减仓 |
| 41 | AMGN | Amgen Inc | — | EXIT | 清仓 |
| 42 | CAT | Caterpillar Inc | — | EXIT | 清仓 |
| 43 | XOM | Exxon Mobil CORP | — | NEW | 新建仓 |
| 44 | ORLY | O'reilly Automotive Inc | — | EXIT | 清仓 |
| 45 | SCHW | Schwab (charles) CORP | — | EXIT | 清仓 |
| 46 | ETV | Eaton Vance T/m Buy-writ Opp | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Ycg, LLC 在 Q1 2026 季度的美股持仓总市值约为 US$11.4亿，共申报了 42 个公开持股仓位。
在 Q1 2026 季度，Ycg, LLC 按市值排列的前三大核心持股分别为：MA (7.1%)、MCO (6.9%)、MSFT (5.5%)。其中最大持股仓位 MA 占据整体投资组合约 7.1% 的权重。
在 Q1 2026 季度中，Ycg, LLC 共进行了 46 项持仓异动，包含新建仓 2 个仓位、加仓 8 个仓位、减仓 32 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 XOM。 本季清仓仓位包含 AMGN。
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。
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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。