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: 0001767855
申报总市值
US$7.0亿
US$7.0亿
158 檔
15.0%
Q1 2026 季度申报显示，Global Wealth Management Investment Advisory, Inc. 披露的美股组合总市值为 US$7.0亿，涵盖 158 个不同之权益投资仓位。
在 Q1 2026，Global Wealth Management Investment Advisory, Inc. 操作展现出积极扩展与加仓意向。本季共新建仓 14 个新仓位，并对 76 个既有持股进行加仓（合计增持 90 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Global Wealth Management Investment Advisory, Inc. 的前 5 大核心持股（包含 VCIT, JEPI, VGSH 等）合计占整体申报市值的 15.0%，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
DABS
市值: US$410.2万
本季最大获利了结 / 清仓标的
ORCL
前期市值: US$504.2万
| # | 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 | VCIT | Vanguard Int-term Corporate | ETF-投资级公司债 | 3.62% | -0.04% | +3.69% | |
| 2 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 3.43% | -0.02% | +4.09% | |
| 3 | VGSH | Vanguard Short-term Treasury | ETF-政府公债 | 3.41% | -0.18% | -4.48% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 3.06% | +0.12% | -2.08% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.97% | +0.03% | +4.44% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.92% | +0.29% | -0.39% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 2.88% | +0.16% | -1.19% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.75% | +0.10% | -0.61% | |
| 9 | CVX | Chevron CORP | 股票-能源 | 2.44% | -0.58% | -1.80% | |
| 10 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投资级债 | 2.35% | -0.06% | +4.22% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 2.33% | — | +24.00% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.16% | — | -5.35% | |
| 13 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-其他 | 2.10% | -0.13% | +2.47% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.93% | +0.12% | +3.65% | |
| 15 | BAC | Bank Of America CORP | 股票-金融 | 1.89% | +0.25% | +5.35% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.79% | +0.21% | +7.34% | |
| 17 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.60% | +0.20% | +3.91% | |
| 18 | XOM | Exxon Mobil CORP | 股票-能源 | 1.44% | -1.44% | EXIT | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.42% | +0.18% | -8.21% | |
| 20 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.40% | +0.09% | +5.52% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.25% | +0.18% | +6.27% | |
| 22 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.24% | -0.25% | -0.47% | |
| 23 | MS | Morgan Stanley | 股票-金融 | 1.08% | +0.16% | +3.25% | |
| 24 | DLR | Digital Realty Trust Inc | 股票-房地产 | 1.03% | -0.08% | +3.21% | |
| 25 | CTRA | Coterra Energy Inc | 股票-能源 | 1.02% | -1.02% | EXIT | |
| 26 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.01% | +0.13% | +2.95% | |
| 27 | TFC | Truist Financial CORP | 股票-金融 | 1.01% | +0.05% | +3.38% | |
| 28 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.97% | -0.01% | -22.10% | |
| 29 | D | Dominion Energy Inc | 股票-公用事业 | 0.97% | +0.01% | +3.12% | |
| 30 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.96% | — | +2.33% | |
| 31 | SCEC | Sterling Capital Enh Cb ETF | ETF-其他 | 0.95% | -0.01% | -6.81% | |
| 32 | VICI | Vici Properties Inc | 股票-房地产 | 0.94% | -0.21% | +7.06% | |
| 33 | DCRE | Dbl Comm Real Est Debt | ETF-其他 | 0.92% | -0.07% | +3.21% | |
| 34 | CAT | Caterpillar Inc | 股票-工业 | 0.91% | +0.18% | -25.59% | |
| 35 | CSCO | Cisco Systems Inc | 股票-科技 | 0.89% | +0.08% | +1.84% | |
| 36 | CCI | Crown Castle Inc | 股票-房地产 | 0.88% | -0.22% | +10.05% | |
| 37 | DUK | Duke Energy CORP | 股票-公用事业 | 0.88% | -0.06% | +2.88% | |
| 38 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.88% | +0.06% | +3.68% | |
| 39 | AMGN | Amgen Inc | 股票-医疗保健 | 0.85% | +0.01% | -0.76% | |
| 40 | SO | Southern Co/the | 股票-公用事业 | 0.85% | -0.09% | +3.71% | |
| 41 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.80% | +0.59% | +40.96% | |
| 42 | RTX | Rtx CORP | 股票-工业 | 0.79% | -0.03% | -6.70% | |
| 43 | NET | Cloudflare Inc - Class A | 股票-科技 | 0.78% | +0.07% | +58.06% | |
| 44 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.77% | -0.05% | +2.64% | |
| 45 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.76% | -0.07% | +8.12% | |
| 46 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.75% | — | +2.08% | |
| 47 | HD | Home Depot Inc | 股票-周期性消费 | 0.74% | +0.02% | +2.72% | |
| 48 | IBM | Intl Business Machines CORP | 股票-科技 | 0.74% | +0.09% | +2441.10% | |
| 49 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.73% | +0.05% | -3.20% | |
| 50 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.73% | — | +1.58% |
根据 SEC 官方 Form 13F 申报备案，Global Wealth Management Investment Advisory, Inc. 在 Q1 2026 季度的美股持仓总市值约为 US$7.0亿，共申报了 158 个公开持股仓位。
在 Q1 2026 季度，Global Wealth Management Investment Advisory, Inc. 按市值排列的前三大核心持股分别为：VCIT (3.6%)、JEPI (3.4%)、VGSH (3.4%)。其中最大持股仓位 VCIT 占据整体投资组合约 3.6% 的权重。
在 Q1 2026 季度中，Global Wealth Management Investment Advisory, Inc. 共进行了 156 项持仓异动，包含新建仓 14 个仓位、加仓 76 个仓位、减仓 59 个仓位以及清仓 7 个仓位。 其中最大新建仓标的为 DABS。 本季清仓仓位包含 ORCL。
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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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。