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: 0002002630
申报总市值
US$8.9亿
US$8.9亿
157 檔
44.0%
截至 Q1 2026 季度末，Philip James Wealth Mangement, LLC 的美股持仓估值约为 US$8.9亿，全数申报仓位共有 157 档。
在 Q1 2026，Philip James Wealth Mangement, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 118 个仓位并完全清仓 18 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，Philip James Wealth Mangement, LLC 的前 5 大核心持股（包含 BRK-B, XOM, OXY-WS 等）合计占整体申报市值的 44.0%，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 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 24.05% | +0.45% | -0.38% | |
| 2 | XOM | Exxon Mobil CORP | 股票-能源 | 8.59% | -2.07% | -4.88% | |
| 3 | OXY-WS | Occidental Petroleum-cw27 | 股票-其他 | 5.75% | -2.68% | -5.16% | |
| 4 | CB | Chubb Limited | 股票-金融 | 3.42% | +0.58% | +42.21% | |
| 5 | OXY | Occidental Petroleum CORP | 股票-能源 | 3.16% | -0.87% | +1.88% | |
| 6 | INTC | Intel CORP | 股票-科技 | 3.05% | -0.48% | -13.52% | |
| 7 | QCOM | Qualcomm Inc | 股票-科技 | 2.90% | +0.14% | +23.96% | |
| 8 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 2.55% | -0.04% | -0.21% | |
| 9 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.37% | -0.03% | -1.02% | |
| 10 | CVX | Chevron CORP | 股票-能源 | 1.55% | -0.39% | -1.94% | |
| 11 | MO | Altria Group Inc | 股票-非周期性消费 | 1.48% | -0.09% | -5.62% | |
| 12 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.44% | +0.03% | +0.22% | |
| 13 | GIS | General Mills Inc | 股票-非周期性消费 | 1.43% | +1.09% | +34.26% | |
| 14 | PFE | Pfizer Inc | 股票-医疗保健 | 1.33% | -0.13% | +1.12% | |
| 15 | RKT | Rocket Cos Inc-class A | 股票-金融 | 1.22% | +0.32% | -1.48% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.19% | +0.10% | -30.25% | |
| 17 | PYPL | Paypal Holdings Inc | 股票-金融 | 1.12% | +0.26% | +285.95% | |
| 18 | COP | Conocophillips | 股票-能源 | 1.07% | -0.32% | -1.30% | |
| 19 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.04% | +0.03% | -31.84% | |
| 20 | FDX | Fedex CORP | 股票-工业 | 1.02% | -0.88% | -1.10% | |
| 21 | BTI | British American Tob-sp Adr | 股票-非周期性消费 | 0.99% | -0.10% | -7.09% | |
| 22 | HELO | Jpmorgan Hedged Equity ETF | ETF-其他 | 0.96% | -0.01% | -32.80% | |
| 23 | DVN | Devon Energy CORP | 股票-能源 | 0.92% | -0.28% | -1.76% | |
| 24 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 0.91% | +0.02% | -31.78% | |
| 25 | NAT | Nordic American Tankers Limited | 股票-其他 | 0.89% | -0.08% | +0.04% | |
| 26 | ITAN | Sparkline Intangible Val ETF | ETF-其他 | 0.78% | +0.07% | -29.24% | |
| 27 | CTA | Simplify Managed Futures St | ETF-其他 | 0.75% | -0.17% | -27.30% | |
| 28 | FTLS | First Trust Long/short Eqty | ETF-其他 | 0.75% | -0.01% | -30.26% | |
| 29 | BAC | Bank Of America CORP | 股票-金融 | 0.75% | +0.07% | -7.01% | |
| 30 | DEO | Diageo Plc-sponsored Adr | 股票-非周期性消费 | 0.71% | +0.22% | +35.64% | |
| 31 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 0.71% | -0.06% | -33.20% | |
| 32 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.66% | -0.36% | -18.85% | |
| 33 | DTAN | Sparkline Intl Int Value ETF | ETF-其他 | 0.66% | -0.03% | -27.16% | |
| 34 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.61% | +0.06% | -28.62% | |
| 35 | INFL | Horizon Kinetics Infl Benef | ETF-其他 | 0.61% | -0.06% | -31.04% | |
| 36 | HSY | Hershey Co/the | 股票-非周期性消费 | 0.60% | -0.15% | -0.19% | |
| 37 | AAPL | Apple Inc | 股票-科技 | 0.59% | +0.03% | -1.39% | |
| 38 | WCMI | Ft Wcm International ETF | ETF-其他 | 0.54% | +0.04% | -29.33% | |
| 39 | UCON | First Trust Smith Unconstrai | ETF-其他 | 0.54% | -0.05% | -20.49% | |
| 40 | BF-B | Brown-forman Corp-class B | 股票-其他 | 0.54% | +0.24% | +12.70% | |
| 41 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.53% | -0.12% | -50.20% | |
| 42 | ALLY | Ally Financial Inc | 股票-金融 | 0.52% | +0.05% | -11.42% | |
| 43 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.47% | +0.01% | -2.12% | |
| 44 | FTCB | Ft Core Investment Grade ETF | ETF-投资级公司债 | 0.46% | -0.04% | -33.38% | |
| 45 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.45% | +0.12% | +0.19% | |
| 46 | USB | US Bancorp | 股票-金融 | 0.44% | +0.02% | -2.82% | |
| 47 | KHC | Kraft Heinz Co/the | 股票-非周期性消费 | 0.44% | +0.56% | +16.95% | |
| 48 | IBM | Intl Business Machines CORP | 股票-科技 | 0.42% | +0.04% | -2.48% | |
| 49 | HD | Home Depot Inc | 股票-周期性消费 | 0.41% | +0.02% | -7.09% | |
| 50 | VTRS | Viatris Inc | 股票-医疗保健 | 0.41% | +0.04% | -3.31% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | OXY-WS | Occidental Petroleum-cw27 | +3% | -5.16% | 减仓 |
| 2 | XOM | Exxon Mobil CORP | +2.1% | -4.88% | 减仓 |
| 3 | OXY | Occidental Petroleum CORP | +1.2% | +1.88% | 加仓 |
| 4 | CB | Chubb Limited | +1.1% | +42.21% | 加仓 |
| 5 | PYPL | Paypal Holdings Inc | +0.7% | +285.95% | 加仓 |
| 6 | CVX | Chevron CORP | +0.4% | -1.94% | 减仓 |
| 7 | NAT | Nordic American Tankers Limited | +0.4% | +0.04% | 加仓 |
| 8 | JNJ | Johnson & Johnson | +0.3% | -1.02% | 减仓 |
| 9 | COP | Conocophillips | +0.3% | -1.30% | 减仓 |
| 10 | MRK | Merck & Co. Inc. | +0.3% | -0.21% | 减仓 |
| 11 | DVN | Devon Energy CORP | +0.2% | -1.76% | 减仓 |
| 12 | FDX | Fedex CORP | +0.2% | -1.10% | 减仓 |
| 13 | PFE | Pfizer Inc | +0.2% | +1.12% | 加仓 |
| 14 | PEP | Pepsico Inc | +0.1% | +0.22% | 加仓 |
| 15 | MO | Altria Group Inc | +0.1% | -5.62% | 减仓 |
| 16 | DEO | Diageo Plc-sponsored Adr | +0.1% | +35.64% | 加仓 |
| 17 | GIS | General Mills Inc | +0.1% | +34.26% | 加仓 |
| 18 | INTC | Intel CORP | +0.1% | -13.52% | 减仓 |
| 19 | SLB | Slb LTD | +0.1% | +0.71% | 加仓 |
| 20 | HSY | Hershey Co/the | +0.1% | -0.19% | 减仓 |
| 21 | BF-B | Brown-forman Corp-class B | +0.1% | +12.70% | 加仓 |
| 22 | VAL | Valaris Limited | 0% | -1.49% | 减仓 |
| 23 | PSX | Phillips 66 | 0% | -0.85% | 减仓 |
| 24 | KHC | Kraft Heinz Co/the | 0% | +16.95% | 加仓 |
| 25 | KO | Coca-cola Co/the | 0% | -2.12% | 减仓 |
| 26 | VRT | Vertiv Holdings Co-a | 0% | -0.59% | 减仓 |
| 27 | JAZZ | Jazz Pharmaceuticals plc | 0% | -2.99% | 减仓 |
| 28 | CE | Celanese CORP | 0% | -9.01% | 减仓 |
| 29 | SPHR | Sphere Entertainment Co | 0% | -0.52% | 减仓 |
| 30 | UTHR | United Therapeutics CORP | 0% | — | 不变 |
| 31 | NVDA | Nvidia CORP | 0% | +14.07% | 加仓 |
| 32 | VTRS | Viatris Inc | 0% | -3.31% | 减仓 |
| 33 | ENTG | Entegris Inc | 0% | -1.15% | 减仓 |
| 34 | SJM | Jm Smucker Co/the | 0% | +6.01% | 加仓 |
| 35 | RIO | Rio Tinto Plc-spon Adr | 0% | -8.63% | 减仓 |
| 36 | T | At&t Inc | 0% | -1.14% | 减仓 |
| 37 | APA | Apa CORP | 0% | -22.76% | 减仓 |
| 38 | AMGN | Amgen Inc | 0% | -4.13% | 减仓 |
| 39 | CGNX | Cognex CORP | 0% | -1.89% | 减仓 |
| 40 | HON | Honeywell International Inc | 0% | -0.30% | 减仓 |
| 41 | CSX | Csx CORP | 0% | — | 不变 |
| 42 | BUSE | First Busey CORP | 0% | — | 不变 |
| 43 | WMT | Walmart Inc | 0% | -1.42% | 减仓 |
| 44 | DOV | Dover CORP | 0% | -0.93% | 减仓 |
| 45 | DUK | Duke Energy CORP | 0% | -6.33% | 减仓 |
| 46 | PANW | Palo Alto Networks Inc | — | -0.75% | 减仓 |
| 47 | TXN | Texas Instruments Inc | — | -0.71% | 减仓 |
| 48 | RTX | Rtx CORP | — | -8.63% | 减仓 |
| 49 | ILMN | Illumina Inc | — | -0.54% | 减仓 |
| 50 | ITW | Illinois Tool Works | — | — | 不变 |
根据 SEC 官方 Form 13F 申报备案，Philip James Wealth Mangement, LLC 在 Q1 2026 季度的美股持仓总市值约为 US$8.9亿，共申报了 157 个公开持股仓位。
在 Q1 2026 季度，Philip James Wealth Mangement, LLC 按市值排列的前三大核心持股分别为：BRK-B (24.1%)、XOM (8.6%)、OXY-WS (5.8%)。其中最大持股仓位 BRK-B 占据整体投资组合约 24.1% 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
NVO
市值: US$309.2万
本季最大获利了结 / 清仓标的
VIG
前期市值: US$132.8万
在 Q1 2026 季度中，Philip James Wealth Mangement, LLC 共进行了 163 项持仓异动，包含新建仓 5 个仓位、加仓 22 个仓位、减仓 118 个仓位以及清仓 18 个仓位。 其中最大新建仓标的为 NVO。 本季清仓仓位包含 VIG。
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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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。