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$9.1亿
US$9.1亿
151 檔
40.3%
根据最新整理的 13F 季度数据集，Philip James Wealth Mangement, LLC 于 Q2 2026 结束时的管理资产规模为 US$9.1亿。该机构在本季度申报了 151 档美股持仓，呈现出该时期的主要投资地图。
在 Q2 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 108 个仓位并完全清仓 17 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, CB 等）合计占整体申报市值的 40.3%，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 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 24.50% | -0.66% | -0.32% | |
| 2 | XOM | Exxon Mobil CORP | 股票-能源 | 6.52% | -6.52% | EXIT | |
| 3 | CB | Chubb Limited | 股票-金融 | 4.00% | -0.02% | +14.25% | |
| 4 | OXY-WS | Occidental Petroleum-cw27 | 股票-其他 | 3.07% | +0.52% | -12.32% | |
| 5 | QCOM | Qualcomm Inc | 股票-科技 | 3.04% | -0.33% | -25.36% | |
| 6 | ABT | Abbott Laboratories | 股票-医疗保健 | 2.88% | +0.23% | +6625.50% | |
| 7 | INTC | Intel CORP | 股票-科技 | 2.57% | -0.92% | -72.85% | |
| 8 | GIS | General Mills Inc | 股票-非周期性消费 | 2.52% | +0.21% | +92.16% | |
| 9 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 2.51% | -0.79% | -5.88% | |
| 10 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.34% | -0.07% | -2.66% | |
| 11 | OXY | Occidental Petroleum CORP | 股票-能源 | 2.29% | +0.22% | -0.98% | |
| 12 | RKT | Rocket Cos Inc-class A | 股票-金融 | 1.54% | -0.43% | +16.59% | |
| 13 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.47% | +0.79% | +19.56% | |
| 14 | NVO | Novo-nordisk A/s-spons Adr | 股票-医疗保健 | 1.46% | +0.15% | +220.60% | |
| 15 | MO | Altria Group Inc | 股票-非周期性消费 | 1.39% | -0.19% | -11.66% | |
| 16 | PYPL | Paypal Holdings Inc | 股票-金融 | 1.38% | +0.73% | +31.82% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.29% | -0.04% | -3.57% | |
| 18 | PFE | Pfizer Inc | 股票-医疗保健 | 1.20% | +0.23% | +7.69% | |
| 19 | CVX | Chevron CORP | 股票-能源 | 1.16% | +0.12% | -4.74% | |
| 20 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.07% | -0.06% | -2.85% | |
| 21 | KHC | Kraft Heinz Co/the | 股票-非周期性消费 | 1.00% | +0.14% | +121.51% | |
| 22 | HELO | Jpmorgan Hedged Equity ETF | ETF-其他 | 0.95% | -0.03% | -4.81% | |
| 23 | DEO | Diageo Plc-sponsored Adr | 股票-非周期性消费 | 0.93% | -0.09% | +23.73% | |
| 24 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 0.93% | -0.04% | -2.47% | |
| 25 | BTI | British American Tob-sp Adr | 股票-非周期性消费 | 0.89% | -0.18% | -13.68% | |
| 26 | CHKP | Check Point Software Technologies Ltd. | 股票-科技 | 0.87% | +0.40% | +853.59% | |
| 27 | ITAN | Sparkline Intangible Val ETF | ETF-其他 | 0.85% | — | -4.77% | |
| 28 | BAC | Bank Of America CORP | 股票-金融 | 0.82% | -0.14% | -3.57% | |
| 29 | NAT | Nordic American Tankers Limited | 股票-其他 | 0.81% | +0.34% | -1.74% | |
| 30 | BF-B | Brown-forman Corp-class B | 股票-其他 | 0.78% | -0.11% | +46.87% | |
| 31 | COP | Conocophillips | 股票-能源 | 0.75% | +0.06% | -9.07% | |
| 32 | FTLS | First Trust Long/short Eqty | ETF-其他 | 0.74% | -0.01% | -3.74% | |
| 33 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.67% | -0.02% | -4.26% | |
| 34 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 0.65% | -0.04% | -6.36% | |
| 35 | DVN | Devon Energy CORP | 股票-能源 | 0.64% | — | -13.67% | |
| 36 | DTAN | Sparkline Intl Int Value ETF | ETF-其他 | 0.63% | -0.01% | -5.61% | |
| 37 | AAPL | Apple Inc | 股票-科技 | 0.62% | +0.10% | -6.07% | |
| 38 | CTA | Simplify Managed Futures St | ETF-其他 | 0.58% | +0.04% | -7.90% | |
| 39 | WCMI | Ft Wcm International ETF | ETF-其他 | 0.58% | -0.04% | -7.16% | |
| 40 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.57% | -0.03% | -1.26% | |
| 41 | ALLY | Ally Financial Inc | 股票-金融 | 0.57% | -0.15% | -5.17% | |
| 42 | INFL | Horizon Kinetics Infl Benef | ETF-其他 | 0.55% | -0.01% | -3.30% | |
| 43 | UCON | First Trust Smith Unconstrai | ETF-其他 | 0.49% | -0.03% | -7.84% | |
| 44 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.48% | +0.02% | -1.52% | |
| 45 | IBM | Intl Business Machines CORP | 股票-科技 | 0.46% | -0.10% | -3.04% | |
| 46 | USB | US Bancorp | 股票-金融 | 0.46% | -0.05% | -7.95% | |
| 47 | HSY | Hershey Co/the | 股票-非周期性消费 | 0.45% | -0.07% | -9.24% | |
| 48 | PAYC | Paycom Software Inc | 股票-科技 | 0.44% | +0.11% | +138.87% | |
| 49 | VTRS | Viatris Inc | 股票-医疗保健 | 0.44% | +0.02% | -6.64% | |
| 50 | HD | Home Depot Inc | 股票-周期性消费 | 0.43% | -0.10% | -0.73% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ABT | Abbott Laboratories | +2.8% | +6625.50% | 加仓 |
| 2 | NVO | Novo-nordisk A/s-spons Adr | +1.1% | +220.60% | 加仓 |
| 3 | GIS | General Mills Inc | +1.1% | +92.16% | 加仓 |
| 4 | CHKP | Check Point Software Technologies Ltd. | +0.8% | +853.59% | 加仓 |
| 5 | CB | Chubb Limited | +0.6% | +14.25% | 加仓 |
| 6 | KHC | Kraft Heinz Co/the | +0.6% | +121.51% | 加仓 |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | +0.5% | -0.32% | 减仓 |
| 8 | RKT | Rocket Cos Inc-class A | +0.3% | +16.59% | 加仓 |
| 9 | GEHC | GE Healthcare Technology | +0.3% | NEW | 新建仓 |
| 10 | PYPL | Paypal Holdings Inc | +0.3% | +31.82% | 加仓 |
| 11 | PAYC | Paycom Software Inc | +0.3% | +138.87% | 加仓 |
| 12 | BF-B | Brown-forman Corp-class B | +0.2% | +46.87% | 加仓 |
| 13 | DEO | Diageo Plc-sponsored Adr | +0.2% | +23.73% | 加仓 |
| 14 | MU | Micron Technology Inc | +0.2% | -28.90% | 减仓 |
| 15 | QCOM | Qualcomm Inc | +0.1% | -25.36% | 减仓 |
| 16 | TAP | Molson Coors Beverage Co - B | +0.1% | NEW | 新建仓 |
| 17 | LLY | Eli Lilly & Co | +0.1% | -1.26% | 减仓 |
| 18 | HPQ | Hp Inc | +0.1% | +54.22% | 加仓 |
| 19 | SJM | Jm Smucker Co/the | +0.1% | +21.28% | 加仓 |
| 20 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | -3.57% | 减仓 |
| 21 | NTAP | Netapp Inc | +0.1% | -0.91% | 减仓 |
| 22 | BAC | Bank Of America CORP | +0.1% | -3.57% | 减仓 |
| 23 | ITAN | Sparkline Intangible Val ETF | +0.1% | -4.77% | 减仓 |
| 24 | VONG | Vanguard Russell 1000 Growth | +0.1% | -4.26% | 减仓 |
| 25 | JAZZ | Jazz Pharmaceuticals plc | +0.1% | -6.38% | 减仓 |
| 26 | ALLY | Ally Financial Inc | +0.1% | -5.17% | 减仓 |
| 27 | TSLA | Tesla Inc | +0.1% | +2.31% | 加仓 |
| 28 | IBM | Intl Business Machines CORP | 0% | -3.04% | 减仓 |
| 29 | AVEM | Avantis Emerging Markets Eq | 0% | -4.37% | 减仓 |
| 30 | WCMI | Ft Wcm International ETF | 0% | -7.16% | 减仓 |
| 31 | BMRN | Biomarin Pharmaceutical Inc | 0% | NEW | 新建仓 |
| 32 | VTRS | Viatris Inc | 0% | -6.64% | 减仓 |
| 33 | PEP | Pepsico Inc | 0% | +19.56% | 加仓 |
| 34 | DGRO | Ishares Core Dividend Growth | 0% | -2.85% | 减仓 |
| 35 | AAPL | Apple Inc | 0% | -6.07% | 减仓 |
| 36 | ✓ | 0% | NEW | 新建仓 | |
| 37 | HUM | Humana Inc | 0% | +0.47% | 加仓 |
| 38 | ✓ | 0% | NEW | 新建仓 | |
| 39 | CRWD | Crowdstrike Holdings Inc - A | 0% | -28.25% | 减仓 |
| 40 | ✓ | 0% | NEW | 新建仓 | |
| 41 | ✓ | 0% | NEW | 新建仓 | |
| 42 | NXPI | NXP Semiconductors N.V. | 0% | -10.93% | 减仓 |
| 43 | TXN | Texas Instruments Inc | 0% | — | 不变 |
| 44 | ✓ | 0% | NEW | 新建仓 | |
| 45 | PCAR | Paccar Inc | 0% | NEW | 新建仓 |
| 46 | MOAT | Vaneck Morningstar Wide Moat | 0% | -2.47% | 减仓 |
| 47 | USB | US Bancorp | 0% | -7.95% | 减仓 |
| 48 | HD | Home Depot Inc | 0% | -0.73% | 减仓 |
| 49 | CE | Celanese CORP | 0% | +92.34% | 加仓 |
| 50 | AOR | Ishares Core 60/40 Balanced | 0% | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Philip James Wealth Mangement, LLC 在 Q2 2026 季度的美股持仓总市值约为 US$9.1亿，共申报了 151 个公开持股仓位。
在 Q2 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 (24.5%)、XOM (6.5%)、CB (4.0%)。其中最大持股仓位 BRK-B 占据整体投资组合约 24.5% 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
GEHC
市值: US$268.3万
本季最大获利了结 / 清仓标的
HON
前期市值: US$61.1万
在 Q2 2026 季度中，Philip James Wealth Mangement, LLC 共进行了 155 项持仓异动，包含新建仓 11 个仓位、加仓 19 个仓位、减仓 108 个仓位以及清仓 17 个仓位。 其中最大新建仓标的为 GEHC。 本季清仓仓位包含 HON。
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。