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: 0001962628
申报总市值
US$1.4亿
US$1.4亿
210 檔
12.9%
在 Q1 2026 的 13F 官方备案中，Phillips Wealth Planners LLC 管理的美股投资组合规模来到 US$1.4亿，整体持股档数为 210 档。
Phillips Wealth Planners LLC 在 Q1 2026 进行了结构性的板块轮动与仓位换股。在开立 40 个全新仓位及加仓 62 档持股的同时，亦同步清仓 18 档并减仓 77 档标的。
在资产配置集中度方面，Phillips Wealth Planners LLC 的前 5 大核心持股（包含 VOO, MSFT, AVGO 等）合计占整体申报市值的 12.9%，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
SGOV
市值: US$153.7万
本季最大获利了结 / 清仓标的
AZNN
前期市值: US$98.0万
仅显示前 200 大持股（共 210 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 4.82% | -0.22% | -2.13% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 2.68% | -0.08% | +15.11% | |
| 3 | AVGO | Broadcom Inc | 股票-科技 | 2.19% | -0.33% | +13.75% | |
| 4 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.83% | -0.02% | +10.32% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.63% | +0.18% | -2.69% | |
| 6 | WMT | Walmart Inc | 股票-非周期性消费 | 1.63% | -0.23% | -19.84% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 1.39% | +0.09% | +6.67% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.32% | -0.08% | -23.40% | |
| 9 | WMB | Williams Cos Inc | 股票-能源 | 1.30% | -0.01% | -6.87% | |
| 10 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.30% | — | -4.67% | |
| 11 | XLF | Ss Financial Select Sector | ETF-其他 | 1.26% | +0.15% | +4.18% | |
| 12 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.25% | — | +0.04% | |
| 13 | IEUR | Ishares Core Msci Europe ETF | ETF-其他 | 1.24% | +0.36% | +375.95% | |
| 14 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 1.16% | -0.15% | — | |
| 15 | TXN | Texas Instruments Inc | 股票-科技 | 1.09% | -0.10% | +49.02% | |
| 16 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.09% | +0.03% | — | |
| 17 | DUK | Duke Energy CORP | 股票-公用事业 | 1.06% | -0.09% | +0.51% | |
| 18 | CVX | Chevron CORP | 股票-能源 | 1.05% | +0.01% | +16.15% | |
| 19 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.03% | +0.39% | +5.73% | |
| 20 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.00% | -0.05% | -0.46% | |
| 21 | PM | Philip Morris International | 股票-非周期性消费 | 0.96% | +0.06% | +57.20% | |
| 22 | PNC | Pnc Financial Services Group | 股票-金融 | 0.96% | +0.07% | +5.49% | |
| 23 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.95% | -0.25% | +0.99% | |
| 24 | AMD | Advanced Micro Devices | 股票-科技 | 0.93% | +0.10% | -7.95% | |
| 25 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.92% | +0.03% | +6.76% | |
| 26 | XOM | Exxon Mobil CORP | 股票-能源 | 0.92% | -0.92% | EXIT | |
| 27 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.90% | -0.07% | +3.58% | |
| 28 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.90% | — | +10.50% | |
| 29 | HD | Home Depot Inc | 股票-周期性消费 | 0.88% | +0.09% | -6.89% | |
| 30 | V | Visa Inc-class A Shares | 股票-金融 | 0.88% | -0.02% | -19.07% | |
| 31 | RTX | Rtx CORP | 股票-工业 | 0.88% | -0.88% | EXIT | |
| 32 | TTE | TotalEnergies SE | 股票-其他 | 0.85% | -0.14% | -2.68% | |
| 33 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.84% | +0.27% | -11.03% | |
| 34 | CME | Cme Group Inc | 股票-金融 | 0.82% | -0.04% | +5.09% | |
| 35 | AZN | AstraZeneca PLC | 股票-医疗保健 | 0.77% | +0.03% | — | |
| 36 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.74% | +0.17% | -3.34% | |
| 37 | AMGN | Amgen Inc | 股票-医疗保健 | 0.73% | +0.05% | -6.10% | |
| 38 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.71% | — | -6.17% | |
| 39 | WFC | Wells Fargo & Co | 股票-金融 | 0.70% | -0.02% | +21.22% | |
| 40 | APD | Air Products & Chemicals Inc | 股票-原材料 | 0.69% | -0.09% | +109.83% | |
| 41 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.68% | +0.10% | +28.84% | |
| 42 | MDT | Medtronic plc | 股票-医疗保健 | 0.67% | +0.09% | +8.16% | |
| 43 | TSLA | Tesla Inc | 股票-周期性消费 | 0.65% | -0.07% | -0.10% | |
| 44 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.63% | -0.04% | -5.76% | |
| 45 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.61% | +0.03% | +15.69% | |
| 46 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.60% | +0.13% | -28.36% | |
| 47 | UNP | Union Pacific CORP | 股票-工业 | 0.58% | +0.09% | +18.54% | |
| 48 | CAT | Caterpillar Inc | 股票-工业 | 0.57% | -0.02% | -12.13% | |
| 49 | AFL | Aflac Inc | 股票-金融 | 0.56% | +0.02% | — | |
| 50 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.55% | +0.03% | -27.78% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IEUR | Ishares Core Msci Europe ETF | +1% | +375.95% | 加仓 |
| 2 | AVGO | Broadcom Inc | +0.6% | +13.75% | 加仓 |
| 3 | TXN | Texas Instruments Inc | +0.6% | +49.02% | 加仓 |
| 4 | XLK | Ss Technology Select Sector | +0.4% | +10.32% | 加仓 |
| 5 | APD | Air Products & Chemicals Inc | +0.4% | +109.83% | 加仓 |
| 6 | PM | Philip Morris International | +0.4% | +57.20% | 加仓 |
| 7 | AMD | Advanced Micro Devices | +0.3% | -7.95% | 减仓 |
| 8 | LIN | Linde plc | +0.2% | +101.35% | 加仓 |
| 9 | EQIX | Equinix Inc | +0.2% | +51.30% | 加仓 |
| 10 | AMT | American Tower CORP | +0.2% | +135.38% | 加仓 |
| 11 | AAPL | Apple Inc | +0.2% | +6.67% | 加仓 |
| 12 | NVDA | Nvidia CORP | +0.2% | +51.69% | 加仓 |
| 13 | CVX | Chevron CORP | +0.2% | +16.15% | 加仓 |
| 14 | TTE | TotalEnergies SE | +0.2% | -2.68% | 减仓 |
| 15 | T | At&t Inc | +0.2% | +41.11% | 加仓 |
| 16 | GEV | GE Vernova Inc | +0.1% | -9.18% | 减仓 |
| 17 | WSO | Watsco Inc | +0.1% | +45.24% | 加仓 |
| 18 | UNP | Union Pacific CORP | +0.1% | +18.54% | 加仓 |
| 19 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +33.73% | 加仓 |
| 20 | KO | Coca-cola Co/the | +0.1% | +10.50% | 加仓 |
| 21 | PG | Procter & Gamble Co/the | +0.1% | +28.84% | 加仓 |
| 22 | SBUX | Starbucks CORP | +0.1% | +15.69% | 加仓 |
| 23 | DE | Deere & Co | +0.1% | +40.61% | 加仓 |
| 24 | VZ | Verizon Communications Inc | +0.1% | +11.44% | 加仓 |
| 25 | CAT | Caterpillar Inc | +0.1% | -12.13% | 减仓 |
| 26 | WEC | Wec Energy Group Inc | +0.1% | +33.37% | 加仓 |
| 27 | BTI | British American Tob-sp Adr | +0.1% | +24.54% | 加仓 |
| 28 | ORCL | Oracle CORP | +0.1% | +12.74% | 加仓 |
| 29 | SHEL | Shell Plc-adr | +0.1% | +24.46% | 加仓 |
| 30 | IGM | Ishares Expanded Tech Sector | +0.1% | +6.00% | 加仓 |
| 31 | DRI | Darden Restaurants Inc | +0.1% | +58.39% | 加仓 |
| 32 | MU | Micron Technology Inc | +0.1% | -30.82% | 减仓 |
| 33 | AMKR | Amkor Technology Inc | +0.1% | -3.45% | 减仓 |
| 34 | ETN | Eaton Corporation plc | +0.1% | -2.55% | 减仓 |
| 35 | PEP | Pepsico Inc | +0.1% | +20.18% | 加仓 |
| 36 | CSCO | Cisco Systems Inc | +0.1% | -3.57% | 减仓 |
| 37 | MKSI | Mks Inc | 0% | -15.28% | 减仓 |
| 38 | NXPI | NXP Semiconductors N.V. | 0% | -8.79% | 减仓 |
| 39 | IFF | Intl Flavors & Fragrances | 0% | +10.53% | 加仓 |
| 40 | FE | Firstenergy CORP | 0% | +40.57% | 加仓 |
| 41 | WMB | Williams Cos Inc | 0% | -6.87% | 减仓 |
| 42 | NEE | Nextera Energy Inc | 0% | -0.70% | 减仓 |
| 43 | FANG | Diamondback Energy Inc | 0% | -6.62% | 减仓 |
| 44 | ASML | ASML Holding N.V. | 0% | -0.62% | 减仓 |
| 45 | LLY | Eli Lilly & Co | 0% | +32.28% | 加仓 |
| 46 | QSR | Restaurant Brands Intern | 0% | +3.53% | 加仓 |
| 47 | COP | Conocophillips | 0% | +3.07% | 加仓 |
| 48 | AMZN | Amazon.com Inc | 0% | -5.76% | 减仓 |
| 49 | DKS | Dick's Sporting Goods Inc | 0% | +12.14% | 加仓 |
| 50 | WELL | Welltower Inc | 0% | -0.30% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Phillips Wealth Planners LLC 在 Q1 2026 季度的美股持仓总市值约为 US$1.4亿，共申报了 210 个公开持股仓位。
在 Q1 2026 季度，Phillips Wealth Planners LLC 按市值排列的前三大核心持股分别为：VOO (4.8%)、MSFT (2.7%)、AVGO (2.2%)。其中最大持股仓位 VOO 占据整体投资组合约 4.8% 的权重。
在 Q1 2026 季度中，Phillips Wealth Planners LLC 共进行了 197 项持仓异动，包含新建仓 40 个仓位、加仓 62 个仓位、减仓 77 个仓位以及清仓 18 个仓位。 其中最大新建仓标的为 SGOV。 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。