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: 0001831187
申报总市值
US$3.0亿
US$3.0亿
183 檔
16.4%
截至 Q1 2026 季度末，44 Wealth Management LLC 的美股持仓估值约为 US$3.0亿，全数申报仓位共有 183 档。
在 Q1 2026，44 Wealth Management LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 93 个仓位并完全清仓 28 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，44 Wealth Management LLC 的前 5 大核心持股（包含 NKE, MSFT, AAPL 等）合计占整体申报市值的 16.4%，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 | NKE | Nike Inc -cl B | 股票-周期性消费 | 6.18% | -1.64% | — | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.23% | +0.43% | +4.07% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 2.59% | +1.17% | +3.20% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.70% | -0.02% | -6.16% | |
| 5 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.63% | +0.37% | +15.36% | |
| 6 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.57% | -0.27% | -2.55% | |
| 7 | HD | Home Depot Inc | 股票-周期性消费 | 1.50% | +0.03% | +49.24% | |
| 8 | CVX | Chevron CORP | 股票-能源 | 1.41% | -0.17% | +52.62% | |
| 9 | MDT | Medtronic plc | 股票-医疗保健 | 1.39% | -0.48% | +0.06% | |
| 10 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.37% | +1.00% | +2.00% | |
| 11 | CSCO | Cisco Systems Inc | 股票-科技 | 1.35% | +0.42% | -17.14% | |
| 12 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.19% | -0.13% | -1.21% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.17% | -0.02% | +71.79% | |
| 14 | PM | Philip Morris International | 股票-非周期性消费 | 1.15% | +0.04% | +4.12% | |
| 15 | UNP | Union Pacific CORP | 股票-工业 | 1.15% | +0.03% | -4.69% | |
| 16 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.14% | -0.02% | -1.73% | |
| 17 | IBM | Intl Business Machines CORP | 股票-科技 | 1.14% | +0.17% | -2.88% | |
| 18 | HSY | Hershey Co/the | 股票-非周期性消费 | 1.13% | -0.49% | -9.66% | |
| 19 | C | Citigroup Inc | 股票-金融 | 1.12% | +0.13% | -13.89% | |
| 20 | WFC | Wells Fargo & Co | 股票-金融 | 1.08% | -0.16% | -7.08% | |
| 21 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.05% | -0.22% | +16.44% | |
| 22 | HON | Honeywell International Inc | 股票-工业 | 1.04% | -1.04% | EXIT | |
| 23 | WMT | Walmart Inc | 股票-非周期性消费 | 1.04% | -0.14% | -4.63% | |
| 24 | BTI | British American Tob-sp Adr | 股票-非周期性消费 | 1.03% | +0.04% | +92.95% | |
| 25 | BP | Bp Plc-spons Adr | 股票-能源 | 1.02% | -0.45% | -19.87% | |
| 26 | ICE | Intercontinental Exchange In | 股票-金融 | 0.96% | -0.45% | +19.06% | |
| 27 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.94% | +0.30% | -23.85% | |
| 28 | AVGO | Broadcom Inc | 股票-科技 | 0.94% | +0.07% | -5.14% | |
| 29 | SNY | Sanofi-adr | 股票-医疗保健 | 0.93% | -0.32% | -15.19% | |
| 30 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.92% | -0.19% | -1.43% | |
| 31 | XOM | Exxon Mobil CORP | 股票-能源 | 0.91% | -0.20% | +9.13% | |
| 32 | KLAC | Kla CORP | 股票-科技 | 0.89% | +0.69% | -3.26% | |
| 33 | TPR | Tapestry Inc | 股票-周期性消费 | 0.87% | -0.87% | EXIT | |
| 34 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 0.84% | -0.06% | +10.73% | |
| 35 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.82% | +0.61% | -0.92% | |
| 36 | MU | Micron Technology Inc | 股票-科技 | 0.80% | +0.01% | -18.96% | |
| 37 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.78% | +0.10% | +4.28% | |
| 38 | CMI | Cummins Inc | 股票-工业 | 0.75% | +0.15% | -4.29% | |
| 39 | CAH | Cardinal Health Inc | 股票-医疗保健 | 0.75% | -0.34% | -28.55% | |
| 40 | BLK | Blackrock Inc | 股票-金融 | 0.75% | -0.06% | -1.55% | |
| 41 | WCC | Wesco International Inc | 股票-工业 | 0.72% | -0.05% | +53.03% | |
| 42 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.71% | +0.25% | -2.66% | |
| 43 | COR | Cencora Inc | 股票-医疗保健 | 0.69% | -0.16% | -2.39% | |
| 44 | UL | Unilever Plc-sponsored Adr | 股票-非周期性消费 | 0.68% | -0.02% | -1.78% | |
| 45 | FDX | Fedex CORP | 股票-工业 | 0.67% | +0.02% | +192.76% | |
| 46 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.66% | -0.12% | +6.67% | |
| 47 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.64% | +0.07% | -1.85% | |
| 48 | VIRT | Virtu Financial Inc-class A | 股票-金融 | 0.63% | +0.13% | -4.89% | |
| 49 | MA | Mastercard Inc - A | 股票-金融 | 0.60% | -0.02% | -8.15% | |
| 50 | CGGO | Cap Group Global Growth | ETF-其他 | 0.60% | +0.13% | +25.56% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | CVX | Chevron CORP | +0.8% | +52.62% | 加仓 |
| 2 | BTI | British American Tob-sp Adr | +0.5% | +92.95% | 加仓 |
| 3 | FDX | Fedex CORP | +0.5% | +192.76% | 加仓 |
| 4 | HD | Home Depot Inc | +0.5% | +49.24% | 加仓 |
| 5 | JNJ | Johnson & Johnson | +0.5% | +15.36% | 加仓 |
| 6 | META | Meta Platforms Inc-class A | +0.4% | +71.79% | 加仓 |
| 7 | DIS | Walt Disney Co/the | +0.3% | +198.07% | 加仓 |
| 8 | XOM | Exxon Mobil CORP | +0.3% | +9.13% | 加仓 |
| 9 | WCC | Wesco International Inc | +0.3% | +53.03% | 加仓 |
| 10 | EOG | Eog Resources Inc | +0.3% | +51.56% | 加仓 |
| 11 | APD | Air Products & Chemicals Inc | +0.3% | +63.60% | 加仓 |
| 12 | SCHW | Schwab (charles) CORP | +0.3% | +111.72% | 加仓 |
| 13 | BAX | Baxter International Inc | +0.2% | +72.34% | 加仓 |
| 14 | EVRG | Evergy Inc | +0.2% | +96.78% | 加仓 |
| 15 | HON | Honeywell International Inc | +0.2% | +4.17% | 加仓 |
| 16 | COST | Costco Wholesale CORP | +0.2% | -1.21% | 减仓 |
| 17 | KLAC | Kla CORP | +0.2% | -3.26% | 减仓 |
| 18 | ICE | Intercontinental Exchange In | +0.2% | +19.06% | 加仓 |
| 19 | COF | Capital One Financial CORP | +0.2% | +152.31% | 加仓 |
| 20 | CFG | Citizens Financial Group | +0.2% | +103.09% | 加仓 |
| 21 | ACWI | Ishares Msci Acwi ETF | +0.2% | +139.56% | 加仓 |
| 22 | MDLZ | Mondelez International Inc-a | +0.2% | +10.73% | 加仓 |
| 23 | MSI | Motorola Solutions Inc | +0.2% | +35.92% | 加仓 |
| 24 | DVN | Devon Energy CORP | +0.2% | -4.66% | 减仓 |
| 25 | VIRT | Virtu Financial Inc-class A | +0.2% | -4.89% | 减仓 |
| 26 | GLD | Spdr Gold Shares | +0.2% | -2.55% | 减仓 |
| 27 | LMT | Lockheed Martin CORP | +0.1% | +24.23% | 加仓 |
| 28 | GEV | GE Vernova Inc | +0.1% | — | 不变 |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +58.08% | 加仓 |
| 30 | CMCSA | Comcast Corp-class A | +0.1% | +37.54% | 加仓 |
| 31 | CHTR | Charter Communications Inc-a | +0.1% | +62.04% | 加仓 |
| 32 | INTC | Intel CORP | +0.1% | +4.49% | 加仓 |
| 33 | CGGO | Cap Group Global Growth | +0.1% | +25.56% | 加仓 |
| 34 | BP | Bp Plc-spons Adr | +0.1% | -19.87% | 减仓 |
| 35 | PM | Philip Morris International | +0.1% | +4.12% | 加仓 |
| 36 | KO | Coca-cola Co/the | +0.1% | -1.73% | 减仓 |
| 37 | IFF | Intl Flavors & Fragrances | +0.1% | +46.64% | 加仓 |
| 38 | PPG | Ppg Industries Inc | +0.1% | +19.28% | 加仓 |
| 39 | GOOG | Alphabet Inc-cl C | +0.1% | +16.44% | 加仓 |
| 40 | WMT | Walmart Inc | +0.1% | -4.63% | 减仓 |
| 41 | HAS | Hasbro Inc | +0.1% | -0.42% | 减仓 |
| 42 | FBIN | Fortune Brands Innovations I | +0.1% | +119.43% | 加仓 |
| 43 | CGDV | Cap Group Dividend Value | +0.1% | +14.20% | 加仓 |
| 44 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -2.66% | 减仓 |
| 45 | TPR | Tapestry Inc | +0.1% | -4.08% | 减仓 |
| 46 | HSY | Hershey Co/the | +0.1% | -9.66% | 减仓 |
| 47 | NVS | Novartis Ag-sponsored Adr | +0.1% | +41.82% | 加仓 |
| 48 | CAT | Caterpillar Inc | +0.1% | -0.37% | 减仓 |
| 49 | KDP | Keurig Dr Pepper Inc | +0.1% | +20.90% | 加仓 |
| 50 | PG | Procter & Gamble Co/the | +0.1% | +4.28% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，44 Wealth Management LLC 在 Q1 2026 季度的美股持仓总市值约为 US$3.0亿，共申报了 183 个公开持股仓位。
在 Q1 2026 季度，44 Wealth Management LLC 按市值排列的前三大核心持股分别为：NKE (6.2%)、MSFT (5.2%)、AAPL (2.6%)。其中最大持股仓位 NKE 占据整体投资组合约 6.2% 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
MRK
市值: US$172.2万
本季最大获利了结 / 清仓标的
VTV
前期市值: US$312.1万
在 Q1 2026 季度中，44 Wealth Management LLC 共进行了 192 项持仓异动，包含新建仓 15 个仓位、加仓 56 个仓位、减仓 93 个仓位以及清仓 28 个仓位。 其中最大新建仓标的为 MRK。 本季清仓仓位包含 VTV。
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。