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: 0001829231
申报总市值
US$5.4亿
US$5.4亿
346 檔
21.6%
在 Q1 2026 申报期间，Fwl Investment Management, LLC（CIK: 0001829231）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$5.4亿，共持有 346 个公开申报仓位。
Fwl Investment Management, LLC 在 Q1 2026 进行了结构性的板块轮动与仓位换股。在开立 27 个全新仓位及加仓 70 档持股的同时，亦同步清仓 28 档并减仓 69 档标的。
在资产配置集中度方面，Fwl Investment Management, LLC 的前 5 大核心持股（包含 LNG, AMLP, BIL 等）合计占整体申报市值的 21.6%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 346 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 | LNG | Cheniere Energy Inc | 股票-能源 | 6.04% | -1.34% | +12.32% | |
| 2 | AMLP | Alerian Mlp ETF | ETF-其他 | 5.48% | -0.69% | +20.86% | |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 5.45% | -0.68% | +68.17% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 4.48% | +0.31% | -5.06% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 4.40% | +0.29% | +31.58% | |
| 6 | WMB | Williams Cos Inc | 股票-能源 | 4.18% | -0.54% | +11.86% | |
| 7 | MDT | Medtronic plc | 股票-医疗保健 | 3.92% | -3.46% | +94.61% | |
| 8 | GDX | Vaneck Gold Miners ETF | ETF-避险与商品 | 3.78% | -1.52% | -25.09% | |
| 9 | GLD | Spdr Gold Shares | ETF-避险与商品 | 3.71% | -1.02% | -10.99% | |
| 10 | ETR | Entergy CORP | 股票-公用事业 | 3.50% | -0.40% | +37.38% | |
| 11 | MU | Micron Technology Inc | 股票-科技 | 3.17% | +2.76% | -23.09% | |
| 12 | CCJ | Cameco CORP | 股票-能源 | 3.09% | -0.42% | -15.29% | |
| 13 | COPX | Global X Copper Miners ETF | ETF-其他 | 3.08% | -0.34% | +17.13% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 3.01% | -1.08% | -0.88% | |
| 15 | LSTR | Landstar System Inc | 股票-工业 | 2.90% | +0.35% | +523.67% | |
| 16 | CACI | Caci International Inc -cl A | 股票-科技 | 2.76% | -1.53% | +11.30% | |
| 17 | IBN | Icici Bank Ltd-spon Adr | 股票-金融 | 2.26% | -2.25% | +15.57% | |
| 18 | AGNC | Agnc Investment CORP | 股票-房地产 | 2.03% | +0.14% | -26.42% | |
| 19 | URI | United Rentals Inc | 股票-工业 | 1.59% | -1.59% | +17625.00% | |
| 20 | AAPL | Apple Inc | 股票-科技 | 1.36% | -0.09% | -2.71% | |
| 21 | EWY | Ishares Msci South Korea ETF | ETF-其他 | 1.31% | +0.32% | +16.52% | |
| 22 | QCOM | Qualcomm Inc | 股票-科技 | 1.29% | +0.77% | +186.47% | |
| 23 | IREN | IREN Limited | 股票-其他 | 1.22% | +0.29% | -31.70% | |
| 24 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.13% | -0.05% | -5.16% | |
| 25 | NVT | nVent Electric plc | 股票-工业 | 1.10% | +0.30% | +11.32% | |
| 26 | CRCL | Circle Internet Group Inc | 股票-金融 | 1.09% | -0.54% | +1735333.33% | |
| 27 | KTOS | Kratos Defense & Security | 股票-工业 | 1.05% | -0.61% | +64.19% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.99% | -0.09% | +8.47% | |
| 29 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.98% | +0.04% | +331.34% | |
| 30 | TSLA | Tesla Inc | 股票-周期性消费 | 0.92% | +0.07% | +40.74% | |
| 31 | WMT | Walmart Inc | 股票-非周期性消费 | 0.90% | -0.24% | -0.85% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.85% | -0.15% | +0.27% | |
| 33 | APTV | Aptiv PLC | 股票-周期性消费 | 0.78% | +0.26% | — | |
| 34 | URA | Global X Uranium ETF | ETF-其他 | 0.70% | -0.03% | +8.01% | |
| 35 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.65% | -0.15% | -0.96% | |
| 36 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.58% | -0.18% | +9.14% | |
| 37 | CVX | Chevron CORP | 股票-能源 | 0.57% | +0.43% | +89.10% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.55% | +0.03% | -1.90% | |
| 39 | V | Visa Inc-class A Shares | 股票-金融 | 0.49% | -0.03% | +38.79% | |
| 40 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.45% | +0.04% | -1.38% | |
| 41 | SIL | Global X Silver Miners ETF | ETF-避险与商品 | 0.42% | +0.17% | +507.19% | |
| 42 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.42% | -0.12% | -59.92% | |
| 43 | GD | General Dynamics CORP | 股票-工业 | 0.41% | -0.07% | -0.15% | |
| 44 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.39% | +0.28% | +20.86% | |
| 45 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.37% | -0.12% | -23.54% | |
| 46 | QTEC | First Trust Nasdq 100 Tech I | ETF-科技型 | 0.36% | +0.11% | +2.06% | |
| 47 | AMGN | Amgen Inc | 股票-医疗保健 | 0.35% | -0.05% | +0.53% | |
| 48 | APD | Air Products & Chemicals Inc | 股票-原材料 | 0.31% | -0.06% | -1.87% | |
| 49 | FPEI | First Trust Institutional Pr | ETF-其他 | 0.31% | -0.06% | +3.06% | |
| 50 | MLPA | Global X Mlp ETF | ETF-其他 | 0.29% | -0.05% | +14.15% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | LSTR | Landstar System Inc | +2.4% | +523.67% | 加仓 |
| 2 | LNG | Cheniere Energy Inc | +2% | +12.32% | 加仓 |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +1.9% | +68.17% | 加仓 |
| 4 | URI | United Rentals Inc | +1.6% | +17625.00% | 加仓 |
| 5 | MDT | Medtronic plc | +1.5% | +94.61% | 加仓 |
| 6 | ETR | Entergy CORP | +1.2% | +37.38% | 加仓 |
| 7 | CRCL | Circle Internet Group Inc | +1.1% | +1735333.33% | 加仓 |
| 8 | AMLP | Alerian Mlp ETF | +1% | +20.86% | 加仓 |
| 9 | WMB | Williams Cos Inc | +0.8% | +11.86% | 加仓 |
| 10 | SHY | Ishares 1-3 Year Treasury Bo | +0.7% | +331.34% | 加仓 |
| 11 | QCOM | Qualcomm Inc | +0.6% | +186.47% | 加仓 |
| 12 | NVDA | Nvidia CORP | +0.5% | +31.58% | 加仓 |
| 13 | COPX | Global X Copper Miners ETF | +0.4% | +17.13% | 加仓 |
| 14 | SIL | Global X Silver Miners ETF | +0.4% | +507.19% | 加仓 |
| 15 | EWY | Ishares Msci South Korea ETF | +0.3% | +16.52% | 加仓 |
| 16 | CVX | Chevron CORP | +0.3% | +89.10% | 加仓 |
| 17 | KTOS | Kratos Defense & Security | +0.3% | +64.19% | 加仓 |
| 18 | LLY | Eli Lilly & Co | +0.2% | +528.78% | 加仓 |
| 19 | NVT | nVent Electric plc | +0.2% | +11.32% | 加仓 |
| 20 | SLV | Ishares Silver Trust | +0.2% | +40068.97% | 加仓 |
| 21 | PM | Philip Morris International | +0.2% | +3978.26% | 加仓 |
| 22 | ABBV | Abbvie Inc | +0.2% | +309.17% | 加仓 |
| 23 | KO | Coca-cola Co/the | +0.2% | +3601.61% | 加仓 |
| 24 | CAH | Cardinal Health Inc | +0.1% | +7400.00% | 加仓 |
| 25 | RTX | Rtx CORP | +0.1% | +1025.51% | 加仓 |
| 26 | TEL | TE Connectivity plc | +0.1% | +5765.96% | 加仓 |
| 27 | JNJ | Johnson & Johnson | +0.1% | +394.82% | 加仓 |
| 28 | AXP | American Express Co | +0.1% | +431.51% | 加仓 |
| 29 | CACI | Caci International Inc -cl A | +0.1% | +11.30% | 加仓 |
| 30 | BLK | Blackrock Inc | +0.1% | +3900.00% | 加仓 |
| 31 | SPGI | S&p Global Inc | +0.1% | +3300.00% | 加仓 |
| 32 | URA | Global X Uranium ETF | +0.1% | +8.01% | 加仓 |
| 33 | TSLA | Tesla Inc | +0.1% | +40.74% | 加仓 |
| 34 | V | Visa Inc-class A Shares | 0% | +38.79% | 加仓 |
| 35 | MLPA | Global X Mlp ETF | 0% | +14.15% | 加仓 |
| 36 | GS | Goldman Sachs Group Inc | 0% | +20.86% | 加仓 |
| 37 | PFF | Ishares Preferred & Income S | 0% | +33.42% | 加仓 |
| 38 | COST | Costco Wholesale CORP | 0% | -0.96% | 减仓 |
| 39 | INDA | Ishares Msci India ETF | 0% | +91.96% | 加仓 |
| 40 | XOM | Exxon Mobil CORP | 0% | +17.13% | 加仓 |
| 41 | WMT | Walmart Inc | 0% | -0.85% | 减仓 |
| 42 | APD | Air Products & Chemicals Inc | 0% | -1.87% | 减仓 |
| 43 | FLKR | Franklin Ftse South Korea | 0% | +50.00% | 加仓 |
| 44 | OKE | Oneok Inc | 0% | +15.48% | 加仓 |
| 45 | NEE | Nextera Energy Inc | 0% | +15.63% | 加仓 |
| 46 | PWR | Quanta Services Inc | 0% | — | 不变 |
| 47 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | 0% | +17.65% | 加仓 |
| 48 | COP | Conocophillips | 0% | +100.00% | 加仓 |
| 49 | KGC | Kinross Gold CORP | 0% | +102.54% | 加仓 |
| 50 | CLOI | Vaneck Clo ETF | 0% | +193.00% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Fwl Investment Management, LLC 在 Q1 2026 季度的美股持仓总市值约为 US$5.4亿，共申报了 346 个公开持股仓位。
在 Q1 2026 季度，Fwl Investment Management, LLC 按市值排列的前三大核心持股分别为：LNG (6.0%)、AMLP (5.5%)、BIL (5.5%)。其中最大持股仓位 LNG 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
APTV
市值: US$354.9万
本季最大获利了结 / 清仓标的
TEM
前期市值: US$453.8万
在 Q1 2026 季度中，Fwl Investment Management, LLC 共进行了 194 项持仓异动，包含新建仓 27 个仓位、加仓 70 个仓位、减仓 69 个仓位以及清仓 28 个仓位。 其中最大新建仓标的为 APTV。 本季清仓仓位包含 TEM。
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。