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: 0001565854
申报总市值
US$43.4亿
US$43.4亿
121 檔
26.9%
在 Q1 2026 的 13F 官方备案中，Zimmer Partners, LP 管理的美股投资组合规模来到 US$43.4亿，整体持股档数为 121 档。
Zimmer Partners, LP 在 Q1 2026 进行了结构性的板块轮动与仓位换股。在开立 44 个全新仓位及加仓 33 档持股的同时，亦同步清仓 42 档并减仓 39 档标的。
在资产配置集中度方面，Zimmer Partners, LP 的前 5 大核心持股（包含 ES, ADC, NI 等）合计占整体申报市值的 26.9%，反映机构在主要关键仓位上的权重分布。
| # | 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 | ES | Eversource Energy | 股票-公用事业 | 6.00% | -1.52% | -6.54% | |
| 2 | ADC | Agree Realty CORP | 股票-房地产 | 5.99% | -2.78% | — | |
| 3 | NI | Nisource Inc | 股票-公用事业 | 5.79% | -1.11% | +32.89% | |
| 4 | WELL | Welltower Inc | 股票-房地产 | 5.33% | +0.54% | +0.20% | |
| 5 | XEL | Xcel Energy Inc | 股票-公用事业 | 5.04% | -0.74% | -4.02% | |
| 6 | TRGP | Targa Resources CORP | 股票-能源 | 4.81% | -0.77% | +1.66% | |
| 7 | KMI | Kinder Morgan, Inc. | 股票-能源 | 4.64% | -1.37% | +42.81% | |
| 8 | KGS | Kodiak Gas Services Inc | 股票-其他 | 3.35% | +1.03% | -44.24% | |
| 9 | TXNM 5.75 06-01-54债券 | Txnm Energy Inc | 债券 | 3.06% | -3.06% | EXIT | |
| 10 | PCG | P G & E CORP | 股票-公用事业 | 2.93% | +2.16% | -5.04% | |
| 11 | ETR | Entergy CORP | 股票-公用事业 | 2.52% | -1.33% | -44.13% | |
| 12 | IDA | Idacorp Inc | 股票-公用事业 | 2.49% | -0.62% | -9.59% | |
| 13 | WEC | Wec Energy Group Inc | 股票-公用事业 | 2.33% | -2.33% | EXIT | |
| 14 | TXNM | Txnm Energy Inc | 股票-公用事业 | 2.16% | -2.16% | EXIT | |
| 15 | HTO | H2o America | 股票-其他 | 1.77% | -1.05% | +2755.12% | |
| 16 | SRE | Sempra | 股票-公用事业 | 1.64% | +0.32% | -50.36% | |
| 17 | BKH | Black Hills CORP | 股票-公用事业 | 1.45% | -1.12% | +213.74% | |
| 18 | DUK | Duke Energy CORP | 股票-公用事业 | 1.38% | -1.16% | -31.89% | |
| 19 | FPS | Forgent Power Solutions Inc | 股票-其他 | 1.38% | +1.54% | — | |
| 20 | BKV | Bkv Corporation | 股票-其他 | 1.34% | -0.29% | +290.04% | |
| 21 | KTOS | Kratos Defense & Security | 股票-工业 | 1.33% | -1.33% | EXIT | |
| 22 | CTRE | Caretrust Reit Inc | 股票-房地产 | 1.31% | +0.06% | -15.65% | |
| 23 | SWX | Southwest Gas Holdings Inc | 股票-公用事业 | 1.27% | -1.05% | +228.38% | |
| 24 | PNW | Pinnacle West Capital | 股票-公用事业 | 1.21% | -0.67% | +266.46% | |
| 25 | CRH | CRH plc | 股票-原材料 | 1.01% | -0.20% | +400.00% | |
| 26 | GE | General Electric | 股票-工业 | 0.89% | -0.59% | +550.00% | |
| 27 | VNOM | Viper Energy Inc-cl A | 股票-能源 | 0.87% | -0.58% | -55.75% | |
| 28 | LOAR | Loar Holdings Inc | 股票-其他 | 0.79% | -0.42% | +108.18% | |
| 29 | D | Dominion Energy Inc | 股票-公用事业 | 0.75% | -0.75% | EXIT | |
| 30 | NEE 7.375 02-15-29债券 | Nextera Energy Inc | 债券 | 0.74% | -0.74% | EXIT | |
| 31 | QXO | Qxo Inc | 股票-工业 | 0.74% | -0.53% | +162.50% | |
| 32 | VSEC | Vse CORP | 股票-工业 | 0.71% | -0.71% | EXIT | |
| 33 | RYAN | Ryan Specialty Holdings Inc | 股票-金融 | 0.71% | -0.08% | -12.50% | |
| 34 | APH | Amphenol Corp-cl A | 股票-科技 | 0.71% | -0.71% | EXIT | |
| 35 | TDG | Transdigm Group Inc | 股票-工业 | 0.70% | -0.52% | -14.53% | |
| 36 | JRVR | James River Group Holdings I | 股票-其他 | 0.70% | -0.23% | — | |
| 37 | NVT | nVent Electric plc | 股票-工业 | 0.67% | -0.67% | EXIT | |
| 38 | BLDR | Builders Firstsource Inc | 股票-工业 | 0.66% | -0.12% | +92.75% | |
| 39 | WM | Waste Management Inc | 股票-工业 | 0.64% | +0.51% | +4.55% | |
| 40 | EME | Emcor Group Inc | 股票-工业 | 0.62% | -0.09% | +112.12% | |
| 41 | ALH | Alliance Laundry Holdings In | 股票-其他 | 0.57% | -0.57% | EXIT | |
| 42 | WHR | Whirlpool CORP | 股票-周期性消费 | 0.56% | -0.53% | — | |
| 43 | PH | Parker Hannifin CORP | 股票-工业 | 0.54% | +0.85% | -16.67% | |
| 44 | YORW | York Water Co | 股票-其他 | 0.54% | +0.46% | -1.24% | |
| 45 | HE | Hawaiian Electric Inds | 股票-公用事业 | 0.54% | -0.54% | EXIT | |
| 46 | SARO | Standardaero Inc | 股票-其他 | 0.53% | +0.11% | +135.49% | |
| 47 | CNM | Core & Main Inc-class A | 股票-工业 | 0.51% | +0.64% | +115.00% | |
| 48 | CWST | Casella Waste Systems Inc-a | 股票-工业 | 0.49% | -0.49% | EXIT | |
| 49 | CNP | Centerpoint Energy Inc | 股票-公用事业 | 0.46% | -0.46% | EXIT | |
| 50 | SMA | Smartstop Self Storage Reit | 股票-其他 | 0.44% | -0.11% | -4.99% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | KMI | Kinder Morgan, Inc. | +1.7% | +42.81% | 加仓 |
| 2 | HTO | H2o America | +1.7% | +2755.12% | 加仓 |
| 3 | NI | Nisource Inc | +1.5% | +32.89% | 加仓 |
| 4 | KTOS | Kratos Defense & Security | +1.2% | +770.16% | 加仓 |
| 5 | TRGP | Targa Resources CORP | +1% | +1.66% | 加仓 |
| 6 | BKV | Bkv Corporation | +1% | +290.04% | 加仓 |
| 7 | BKH | Black Hills CORP | +1% | +213.74% | 加仓 |
| 8 | PNW | Pinnacle West Capital | +0.9% | +266.46% | 加仓 |
| 9 | SWX | Southwest Gas Holdings Inc | +0.9% | +228.38% | 加仓 |
| 10 | CRH | CRH plc | +0.8% | +400.00% | 加仓 |
| 11 | GE | General Electric | +0.7% | +550.00% | 加仓 |
| 12 | CWST | Casella Waste Systems Inc-a | +0.5% | +1596.02% | 加仓 |
| 13 | QXO | Qxo Inc | +0.4% | +162.50% | 加仓 |
| 14 | EME | Emcor Group Inc | +0.4% | +112.12% | 加仓 |
| 15 | LOAR | Loar Holdings Inc | +0.3% | +108.18% | 加仓 |
| 16 | SARO | Standardaero Inc | +0.3% | +135.49% | 加仓 |
| 17 | CNM | Core & Main Inc-class A | +0.2% | +115.00% | 加仓 |
| 18 | HUT | Hut 8 CORP | +0.2% | +279.31% | 加仓 |
| 19 | BLDR | Builders Firstsource Inc | +0.2% | +92.75% | 加仓 |
| 20 | VRTS | Virtus Investment Partners | +0.2% | +236.48% | 加仓 |
| 21 | CAT | Caterpillar Inc | +0.1% | +26.89% | 加仓 |
| 22 | GPC | Genuine Parts Co | +0.1% | +66.67% | 加仓 |
| 23 | VVX | V2x Inc | +0.1% | +38.77% | 加仓 |
| 24 | NTST | Netstreit CORP | +0.1% | +124.56% | 加仓 |
| 25 | ALH | Alliance Laundry Holdings In | +0.1% | +20.53% | 加仓 |
| 26 | ELDN | Eledon Pharmaceuticals Inc | +0.1% | -21.36% | 减仓 |
| 27 | KYN | Kayne Anderson Energy Infra | 0% | +5.91% | 加仓 |
| 28 | TBN | Tamboran Resources CORP | 0% | -36.35% | 减仓 |
| 29 | DPG | Duff & Phelps Utility & Inc | 0% | +29.45% | 加仓 |
| 30 | WM | Waste Management Inc | — | +4.55% | 加仓 |
| 31 | FCPT | Four Corners Property Trust | — | — | 不变 |
| 32 | CUBE | Cubesmart | — | — | 不变 |
| 33 | ERH | Allspring Utilities And High | — | — | 不变 |
| 34 | FE | Firstenergy CORP | 0% | -44.44% | 减仓 |
| 35 | ✓ | 0% | -82.79% | 减仓 | |
| 36 | CPAY | Corpay Inc | 0% | +7.69% | 加仓 |
| 37 | MSEX | Middlesex Water Co | 0% | -3.68% | 减仓 |
| 38 | IRON | Disc Medicine Inc | 0% | -39.27% | 减仓 |
| 39 | AVAH | Aveanna Healthcare Holdings | 0% | +0.61% | 加仓 |
| 40 | AR | Antero Resources CORP | 0% | -25.18% | 减仓 |
| 41 | HESM | Hess Midstream LP - Class A | 0% | -14.76% | 减仓 |
| 42 | BOW | Bowhead Specialty Holdings I | -0.1% | -2.42% | 减仓 |
| 43 | MSFT | Microsoft CORP | -0.1% | +7.50% | 加仓 |
| 44 | SMA | Smartstop Self Storage Reit | -0.1% | -4.99% | 减仓 |
| 45 | JRVR | James River Group Holdings I | -0.1% | — | 不变 |
| 46 | YORW | York Water Co | -0.1% | -1.24% | 减仓 |
| 47 | WELL | Welltower Inc | -0.1% | +0.20% | 加仓 |
| 48 | PH | Parker Hannifin CORP | -0.2% | -16.67% | 减仓 |
| 49 | PRMB | Primo Brands CORP | -0.2% | -36.42% | 减仓 |
| 50 | PCG | P G & E CORP | -0.2% | -5.04% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Zimmer Partners, LP 在 Q1 2026 季度的美股持仓总市值约为 US$43.4亿，共申报了 121 个公开持股仓位。
在 Q1 2026 季度，Zimmer Partners, LP 按市值排列的前三大核心持股分别为：ES (6.0%)、ADC (6.0%)、NI (5.8%)。其中最大持股仓位 ES 占据整体投资组合约 6.0% 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
ADC
市值: US$2.5亿
本季最大获利了结 / 清仓标的
ADT
前期市值: US$9978.8万
在 Q1 2026 季度中，Zimmer Partners, LP 共进行了 158 项持仓异动，包含新建仓 44 个仓位、加仓 33 个仓位、减仓 39 个仓位以及清仓 42 个仓位。 其中最大新建仓标的为 ADC。 本季清仓仓位包含 ADT。
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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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。