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: 0001566728
申报总市值
US$200.2亿
US$200.2亿
153 檔
22.3%
根据最新整理的 13F 季度数据集，Capital Wealth Planning, LLC 于 Q1 2026 结束时的管理资产规模为 US$200.2亿。该机构在本季度申报了 153 档美股持仓，呈现出该时期的主要投资地图。
在 Q1 2026，Capital Wealth Planning, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 28 个新仓位，并对 89 个既有持股进行加仓（合计增持 117 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Capital Wealth Planning, LLC 的前 5 大核心持股（包含 MSFT, GS, AAPL 等）合计占整体申报市值的 22.3%，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 | MSFT | Microsoft CORP | 股票-科技 | 5.12% | -0.28% | +52.05% | |
| 2 | GS | Goldman Sachs Group Inc | 股票-金融 | 4.98% | +0.14% | +14.05% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.97% | +0.20% | +20.99% | |
| 4 | RTX | Rtx CORP | 股票-工业 | 4.90% | -1.92% | +7.40% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 4.66% | +0.05% | +16.99% | |
| 6 | CAT | Caterpillar Inc | 股票-工业 | 4.63% | +1.74% | -9.40% | |
| 7 | CVX | Chevron CORP | 股票-能源 | 4.41% | -0.86% | +40.86% | |
| 8 | AXP | American Express Co | 股票-金融 | 4.39% | -0.32% | +22.17% | |
| 9 | TJX | Tjx Companies Inc | 股票-周期性消费 | 4.10% | -0.46% | +14.01% | |
| 10 | HD | Home Depot Inc | 股票-周期性消费 | 3.97% | -1.07% | +18.08% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 3.91% | -0.76% | +7.95% | |
| 12 | CME | Cme Group Inc | 股票-金融 | 3.73% | -0.18% | -15.53% | |
| 13 | MCD | Mcdonald's CORP | 股票-周期性消费 | 3.67% | -1.08% | +14.15% | |
| 14 | AMGN | Amgen Inc | 股票-医疗保健 | 3.59% | +0.09% | +28.02% | |
| 15 | IBM | Intl Business Machines CORP | 股票-科技 | 3.54% | -0.27% | +8.42% | |
| 16 | WMT | Walmart Inc | 股票-非周期性消费 | 3.53% | -0.54% | +29.10% | |
| 17 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 3.00% | +0.02% | -9.74% | |
| 18 | AEM | Agnico Eagle Mines LTD | 股票-原材料 | 2.75% | -0.76% | +30.77% | |
| 19 | MPC | Marathon Petroleum CORP | 股票-能源 | 2.21% | -0.19% | +9.56% | |
| 20 | FDX | Fedex CORP | 股票-工业 | 2.10% | +0.05% | — | |
| 21 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 2.01% | +0.27% | -17.18% | |
| 22 | KO | Coca-cola Co/the | 股票-非周期性消费 | 2.01% | +0.41% | +13.77% | |
| 23 | DUK | Duke Energy CORP | 股票-公用事业 | 1.98% | -0.17% | +2.32% | |
| 24 | SOFR | Amplify Samsung Sofr ETF | ETF-其他 | 1.81% | -0.03% | +15.03% | |
| 25 | MDT | Medtronic plc | 股票-医疗保健 | 1.68% | -1.68% | — | |
| 26 | NSC | Norfolk Southern CORP | 股票-工业 | 1.42% | +0.45% | — | |
| 27 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.05% | -0.18% | -5.61% | |
| 28 | NVDA | Nvidia CORP | 股票-科技 | 0.56% | +1.91% | +61.57% | |
| 29 | FAST | Fastenal Co | 股票-工业 | 0.44% | -0.03% | -27.43% | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.39% | +0.12% | +88.86% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.39% | +0.15% | +1482.72% | |
| 32 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.27% | +0.03% | +55.74% | |
| 33 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.25% | -0.03% | -90.40% | |
| 34 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.23% | +0.13% | +47.86% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.22% | +0.02% | +8.53% | |
| 36 | NTR | Nutrien LTD | 股票-原材料 | 0.21% | -0.07% | — | |
| 37 | AVGO | Broadcom Inc | 股票-科技 | 0.20% | +0.06% | +37.13% | |
| 38 | TSLA | Tesla Inc | 股票-周期性消费 | 0.19% | +0.05% | +69.26% | |
| 39 | BMO | Bank Of Montreal | 股票-金融 | 0.17% | +0.06% | +142.14% | |
| 40 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.17% | -0.04% | +28.14% | |
| 41 | CCJ | Cameco CORP | 股票-能源 | 0.16% | +0.01% | +79.47% | |
| 42 | MUFG | Mitsubishi Ufj Finl-spon Adr | 股票-金融 | 0.16% | +0.04% | +54.60% | |
| 43 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.16% | +0.08% | +141.08% | |
| 44 | AMX | America Movil Sab De Cv | 股票-其他 | 0.15% | +0.04% | +211.74% | |
| 45 | AZN | AstraZeneca PLC | 股票-医疗保健 | 0.15% | +0.05% | — | |
| 46 | SMFG | Sumitomo Mitsui-spons Adr | 股票-金融 | 0.14% | +0.06% | +20.55% | |
| 47 | NFLX | Netflix Inc | 股票-通信服务 | 0.13% | -0.04% | +97.62% | |
| 48 | BTI | British American Tob-sp Adr | 股票-非周期性消费 | 0.13% | +0.05% | +64.68% | |
| 49 | CIB | Grupo Cibest Sa-adr | 股票-其他 | 0.13% | -0.05% | — | |
| 50 | ✓ | 股票-其他 | 0.13% | — | +3.52% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | CVX | Chevron CORP | +1.7% | +40.86% | 加仓 |
| 2 | AEM | Agnico Eagle Mines LTD | +0.7% | +30.77% | 加仓 |
| 3 | WMT | Walmart Inc | +0.6% | +29.10% | 加仓 |
| 4 | MPC | Marathon Petroleum CORP | +0.6% | +9.56% | 加仓 |
| 5 | AMGN | Amgen Inc | +0.5% | +28.02% | 加仓 |
| 6 | QQQ | Invesco Qqq Trust Series 1 | +0.4% | +1482.72% | 加仓 |
| 7 | NVDA | Nvidia CORP | +0.1% | +61.57% | 加仓 |
| 8 | GOOGL | Alphabet Inc-cl A | +0.1% | +88.86% | 加仓 |
| 9 | KO | Coca-cola Co/the | +0.1% | +13.77% | 加仓 |
| 10 | AMX | America Movil Sab De Cv | +0.1% | +211.74% | 加仓 |
| 11 | BMO | Bank Of Montreal | +0.1% | +142.14% | 加仓 |
| 12 | SBS | Cia Saneamento Basico De-adr | +0.1% | +165.79% | 加仓 |
| 13 | LLY | Eli Lilly & Co | +0.1% | +141.08% | 加仓 |
| 14 | FMX | Fomento Economico Mex-sp Adr | +0.1% | +355.29% | 加仓 |
| 15 | CCJ | Cameco CORP | +0.1% | +79.47% | 加仓 |
| 16 | COST | Costco Wholesale CORP | +0.1% | +195.71% | 加仓 |
| 17 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +47.86% | 加仓 |
| 18 | NFLX | Netflix Inc | +0.1% | +97.62% | 加仓 |
| 19 | WPM | Wheaton Precious Metals CORP | +0.1% | +86.87% | 加仓 |
| 20 | MUFG | Mitsubishi Ufj Finl-spon Adr | +0.1% | +54.60% | 加仓 |
| 21 | BIDU | Baidu Inc - Spon Adr | +0.1% | +203.60% | 加仓 |
| 22 | AMZN | Amazon.com Inc | 0% | +55.74% | 加仓 |
| 23 | BTI | British American Tob-sp Adr | 0% | +64.68% | 加仓 |
| 24 | E | Eni Spa-sponsored Adr | 0% | +23.67% | 加仓 |
| 25 | LTM | Latam Airlines Group Sa-adr | 0% | +302.27% | 加仓 |
| 26 | ESLT | Elbit Systems Ltd. | 0% | +27.01% | 加仓 |
| 27 | TJX | Tjx Companies Inc | 0% | +14.01% | 加仓 |
| 28 | TSLA | Tesla Inc | 0% | +69.26% | 加仓 |
| 29 | IMO | Imperial Oil LTD | 0% | +11.75% | 加仓 |
| 30 | MU | Micron Technology Inc | 0% | +63.61% | 加仓 |
| 31 | VOD | Vodafone Group Plc-sp Adr | 0% | +35.62% | 加仓 |
| 32 | RYAAY | Ryanair Holdings Plc-sp Adr | 0% | +91.55% | 加仓 |
| 33 | STLD | Steel Dynamics Inc | 0% | +642.86% | 加仓 |
| 34 | TTE | TotalEnergies SE | 0% | +91.98% | 加仓 |
| 35 | ENB | Enbridge Inc | 0% | +27.65% | 加仓 |
| 36 | BMA | Banco Macro Sa-adr | 0% | +86.63% | 加仓 |
| 37 | CSCO | Cisco Systems Inc | 0% | +58.34% | 加仓 |
| 38 | AMAT | Applied Materials Inc | 0% | +128.28% | 加仓 |
| 39 | SAN | Banco Santander Sa-spon Adr | 0% | +54.61% | 加仓 |
| 40 | INTC | Intel CORP | 0% | +107.85% | 加仓 |
| 41 | TMUS | T-mobile US Inc | 0% | +69.81% | 加仓 |
| 42 | ABBV | Abbvie Inc | 0% | +59.29% | 加仓 |
| 43 | AVGO | Broadcom Inc | 0% | +37.13% | 加仓 |
| 44 | SCCO | Southern Copper CORP | 0% | +10.34% | 加仓 |
| 45 | PLTR | Palantir Technologies Inc-a | 0% | +81.06% | 加仓 |
| 46 | RIO | Rio Tinto Plc-spon Adr | 0% | +19.47% | 加仓 |
| 47 | ETN | Eaton Corporation plc | 0% | +47.45% | 加仓 |
| 48 | XLI | Ss Industrial Select Sector | 0% | +133.56% | 加仓 |
| 49 | XOM | Exxon Mobil CORP | 0% | -2.37% | 减仓 |
| 50 | MSFT | Microsoft CORP | — | +52.05% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Capital Wealth Planning, LLC 在 Q1 2026 季度的美股持仓总市值约为 US$200.2亿，共申报了 153 个公开持股仓位。
在 Q1 2026 季度，Capital Wealth Planning, LLC 按市值排列的前三大核心持股分别为：MSFT (5.1%)、GS (5.0%)、AAPL (5.0%)。其中最大持股仓位 MSFT 占据整体投资组合约 5.1% 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
FDX
市值: US$3.8亿
本季最大获利了结 / 清仓标的
AZNN
前期市值: US$1889.9万
在 Q1 2026 季度中，Capital Wealth Planning, LLC 共进行了 179 项持仓异动，包含新建仓 28 个仓位、加仓 89 个仓位、减仓 30 个仓位以及清仓 32 个仓位。 其中最大新建仓标的为 FDX。 本季清仓仓位包含 AZNN。
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。