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: 0002081110
申报总市值
US$9.5亿
US$9.5亿
430 檔
14.5%
在 Q1 2026 的 13F 官方备案中，Gibbs Wealth Management 管理的美股投资组合规模来到 US$9.5亿，整体持股档数为 430 档。
在 Q1 2026，Gibbs Wealth Management 操作展现出积极扩展与加仓意向。本季共新建仓 66 个新仓位，并对 114 个既有持股进行加仓（合计增持 180 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Gibbs Wealth Management 的前 5 大核心持股（包含 SPYG, SPDW, SPYV 等）合计占整体申报市值的 14.5%，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
ADI
市值: US$942.6万
本季最大获利了结 / 清仓标的
AZNN
前期市值: US$110.2万
仅显示前 200 大持股（共 430 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 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 5.06% | +0.11% | +133.94% | |
| 2 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 4.28% | -0.68% | +126.66% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股与成长 | 3.23% | +0.09% | +130.10% | |
| 4 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投资级公司债 | 2.88% | -0.11% | +84.12% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 2.66% | +0.57% | +173.74% | |
| 6 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 2.57% | -0.14% | +60.94% | |
| 7 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-其他 | 2.48% | -0.11% | +84.78% | |
| 8 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 2.07% | -0.18% | +79.16% | |
| 9 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 2.06% | -0.09% | +66.98% | |
| 10 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 1.71% | -0.11% | +132.23% | |
| 11 | SECT | Main Sector Rotation ETF | ETF-其他 | 1.68% | -0.25% | +23.32% | |
| 12 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 1.52% | +0.03% | +120.90% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.44% | +0.64% | +73.32% | |
| 14 | AAPL | Apple Inc | 股票-科技 | 1.39% | +0.46% | +116.25% | |
| 15 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.32% | +0.37% | +54.06% | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.31% | +0.06% | +134.18% | |
| 17 | ADI | Analog Devices Inc | 股票-科技 | 1.24% | -0.18% | — | |
| 18 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 1.21% | -0.01% | +43.61% | |
| 19 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.08% | +0.36% | +296.26% | |
| 20 | TSLA | Tesla Inc | 股票-周期性消费 | 1.08% | -0.18% | +234.40% | |
| 21 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 0.95% | -0.02% | +59.00% | |
| 22 | V | Visa Inc-class A Shares | 股票-金融 | 0.94% | +0.03% | +75.17% | |
| 23 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.87% | -0.07% | — | |
| 24 | AMAT | Applied Materials Inc | 股票-科技 | 0.80% | -0.45% | +359.98% | |
| 25 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.80% | +0.02% | +74.44% | |
| 26 | ORCL | Oracle CORP | 股票-科技 | 0.78% | -0.03% | +58.18% | |
| 27 | AVGO | Broadcom Inc | 股票-科技 | 0.76% | +0.11% | +64.69% | |
| 28 | JQUA | Jpmorgan US Quality Factor | ETF-其他 | 0.74% | -0.01% | +114.53% | |
| 29 | BA | Boeing Co/the | 股票-工业 | 0.74% | -0.11% | +214.30% | |
| 30 | NFLX | Netflix Inc | 股票-通信服务 | 0.72% | +0.01% | +312.98% | |
| 31 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.72% | -0.04% | +4.98% | |
| 32 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.63% | +0.01% | +59.92% | |
| 33 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.59% | — | +187.28% | |
| 34 | USHY | Ishares Broad Usd High Yield | ETF-非投资级债 | 0.55% | -0.06% | +53.73% | |
| 35 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.54% | +0.06% | +31.97% | |
| 36 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 0.53% | -0.10% | +141.37% | |
| 37 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.49% | -0.10% | +127.25% | |
| 38 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 0.49% | — | +96.49% | |
| 39 | CRM | Salesforce Inc | 股票-科技 | 0.47% | +0.07% | +249.01% | |
| 40 | CVX | Chevron CORP | 股票-能源 | 0.46% | +0.10% | +112.92% | |
| 41 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.45% | -0.08% | +252.42% | |
| 42 | RTX | Rtx CORP | 股票-工业 | 0.43% | — | +19.47% | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.43% | -0.02% | +151.87% | |
| 44 | PM | Philip Morris International | 股票-非周期性消费 | 0.40% | — | +110.43% | |
| 45 | STRL | Sterling Infrastructure Inc | 股票-工业 | 0.39% | -0.22% | +95.71% | |
| 46 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.38% | -0.05% | — | |
| 47 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 0.33% | — | +357.25% | |
| 48 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.33% | +0.02% | +111.80% | |
| 49 | WFC | Wells Fargo & Co | 股票-金融 | 0.33% | -0.04% | +74.75% | |
| 50 | MA | Mastercard Inc - A | 股票-金融 | 0.33% | +0.04% | -17.11% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.8% | +126.66% | 加仓 |
| 2 | NVDA | Nvidia CORP | +0.8% | +173.74% | 加仓 |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.7% | +133.94% | 加仓 |
| 4 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.6% | +130.10% | 加仓 |
| 5 | AMAT | Applied Materials Inc | +0.5% | +359.98% | 加仓 |
| 6 | META | Meta Platforms Inc-class A | +0.5% | +296.26% | 加仓 |
| 7 | NFLX | Netflix Inc | +0.4% | +312.98% | 加仓 |
| 8 | TSLA | Tesla Inc | +0.4% | +234.40% | 加仓 |
| 9 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.3% | +132.23% | 加仓 |
| 10 | BA | Boeing Co/the | +0.2% | +214.30% | 加仓 |
| 11 | MCD | Mcdonald's CORP | +0.2% | +252.42% | 加仓 |
| 12 | SPEM | State Street Sp Ptf Em ETF | +0.2% | +120.90% | 加仓 |
| 13 | VRTX | Vertex Pharmaceuticals Inc | +0.2% | +357.25% | 加仓 |
| 14 | AAPL | Apple Inc | +0.2% | +116.25% | 加仓 |
| 15 | T | At&t Inc | +0.2% | +323.10% | 加仓 |
| 16 | JPM | Jpmorgan Chase & Co | +0.2% | +187.28% | 加仓 |
| 17 | NVS | Novartis Ag-sponsored Adr | +0.2% | +331.93% | 加仓 |
| 18 | CVX | Chevron CORP | +0.2% | +112.92% | 加仓 |
| 19 | MNST | Monster Beverage CORP | +0.2% | +300.44% | 加仓 |
| 20 | VEA | Vanguard Ftse Developed ETF | +0.1% | +393.72% | 加仓 |
| 21 | SNA | Snap-on Inc | +0.1% | +528.55% | 加仓 |
| 22 | GOOGL | Alphabet Inc-cl A | +0.1% | +134.18% | 加仓 |
| 23 | CRM | Salesforce Inc | +0.1% | +249.01% | 加仓 |
| 24 | REGN | Regeneron Pharmaceuticals | +0.1% | +326.25% | 加仓 |
| 25 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | +0.1% | +141.37% | 加仓 |
| 26 | GLD | Spdr Gold Shares | +0.1% | +127.25% | 加仓 |
| 27 | STRL | Sterling Infrastructure Inc | +0.1% | +95.71% | 加仓 |
| 28 | ABBV | Abbvie Inc | +0.1% | +178.46% | 加仓 |
| 29 | STZ | Constellation Brands Inc-a | +0.1% | +183.89% | 加仓 |
| 30 | SHEL | Shell Plc-adr | +0.1% | +148.99% | 加仓 |
| 31 | IVV | Ishares Core S&p 500 ETF | +0.1% | +151.87% | 加仓 |
| 32 | ADSK | Autodesk Inc | +0.1% | +271.79% | 加仓 |
| 33 | TTE | TotalEnergies SE | +0.1% | +276.40% | 加仓 |
| 34 | TMO | Thermo Fisher Scientific Inc | +0.1% | +300.78% | 加仓 |
| 35 | CAT | Caterpillar Inc | +0.1% | +131.72% | 加仓 |
| 36 | JQUA | Jpmorgan US Quality Factor | +0.1% | +114.53% | 加仓 |
| 37 | MOD | Modine Manufacturing Co | +0.1% | +65.16% | 加仓 |
| 38 | PM | Philip Morris International | +0.1% | +110.43% | 加仓 |
| 39 | CSX | Csx CORP | +0.1% | +115.16% | 加仓 |
| 40 | AIG | American International Group | +0.1% | +147.73% | 加仓 |
| 41 | MRK | Merck & Co. Inc. | +0.1% | +147.20% | 加仓 |
| 42 | KO | Coca-cola Co/the | +0.1% | +171.82% | 加仓 |
| 43 | EXPD | Expeditors Intl Wash Inc | +0.1% | +295.61% | 加仓 |
| 44 | MDLZ | Mondelez International Inc-a | +0.1% | +201.32% | 加仓 |
| 45 | NVT | nVent Electric plc | +0.1% | +203.58% | 加仓 |
| 46 | PCG | P G & E CORP | +0.1% | +103.50% | 加仓 |
| 47 | GLW | Corning Inc | +0.1% | +49.69% | 加仓 |
| 48 | MPC | Marathon Petroleum CORP | +0.1% | +83.16% | 加仓 |
| 49 | VUG | Vanguard Growth ETF | +0.1% | +298.01% | 加仓 |
| 50 | SEIC | Sei Investments Company | +0.1% | +280.90% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Gibbs Wealth Management 在 Q1 2026 季度的美股持仓总市值约为 US$9.5亿，共申报了 430 个公开持股仓位。
在 Q1 2026 季度，Gibbs Wealth Management 按市值排列的前三大核心持股分别为：SPYG (5.1%)、SPDW (4.3%)、SPYV (3.2%)。其中最大持股仓位 SPYG 占据整体投资组合约 5.1% 的权重。
在 Q1 2026 季度中，Gibbs Wealth Management 共进行了 200 项持仓异动，包含新建仓 66 个仓位、加仓 114 个仓位、减仓 7 个仓位以及清仓 13 个仓位。 其中最大新建仓标的为 ADI。 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。
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。
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。