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: 0002058383
申报总市值
US$1.5亿
US$1.5亿
175 檔
11.3%
在 Q1 2026 的 13F 官方备案中，Total Wealth Planning & Management, Inc. 管理的美股投资组合规模来到 US$1.5亿，整体持股档数为 175 档。
Total Wealth Planning & Management, Inc. 在 Q1 2026 进行了结构性的板块轮动与仓位换股。在开立 25 个全新仓位及加仓 81 档持股的同时，亦同步清仓 36 档并减仓 48 档标的。
在资产配置集中度方面，Total Wealth Planning & Management, Inc. 的前 5 大核心持股（包含 LNG, AAPL, MSFT 等）合计占整体申报市值的 11.3%，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 | LNG | Cheniere Energy Inc | 股票-能源 | 3.21% | -1.40% | +136.35% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 2.82% | +0.15% | -4.98% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.30% | +0.02% | +1.20% | |
| 4 | ABBV | Abbvie Inc | 股票-医疗保健 | 2.06% | -0.19% | +0.75% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.93% | +0.25% | -12.96% | |
| 6 | XOM | Exxon Mobil CORP | 股票-能源 | 1.78% | -0.67% | -0.90% | |
| 7 | FDS | Factset Research Systems Inc | 股票-金融 | 1.70% | -0.30% | +441.45% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.64% | +0.09% | +1.84% | |
| 9 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.53% | -0.38% | +9.60% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.50% | +0.27% | -17.81% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 1.44% | -0.04% | +4.74% | |
| 12 | PFE | Pfizer Inc | 股票-医疗保健 | 1.37% | -0.35% | +3.84% | |
| 13 | T | At&t Inc | 股票-通信服务 | 1.25% | -0.45% | +10.98% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.14% | +0.21% | +1.99% | |
| 15 | HD | Home Depot Inc | 股票-周期性消费 | 1.12% | +0.03% | +6.62% | |
| 16 | ITA | Ishares U.s. Aerospace & Def | ETF-其他 | 1.11% | +0.03% | +3.90% | |
| 17 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 1.09% | -0.21% | +124.15% | |
| 18 | GLD | Spdr Gold Shares | ETF-避险与商品 | 1.07% | -0.31% | +2.82% | |
| 19 | TMUS | T-mobile US Inc | 股票-通信服务 | 1.06% | -0.26% | +84.17% | |
| 20 | NFLX | Netflix Inc | 股票-通信服务 | 1.04% | -0.82% | — | |
| 21 | STM | Stmicroelectronics Nv-ny Shs | 股票-科技 | 1.02% | -0.17% | — | |
| 22 | DLR | Digital Realty Trust Inc | 股票-房地产 | 1.00% | -0.18% | +341.40% | |
| 23 | NRG | Nrg Energy Inc | 股票-公用事业 | 0.99% | -0.01% | +7.02% | |
| 24 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.98% | -0.04% | +13.88% | |
| 25 | CVX | Chevron CORP | 股票-能源 | 0.96% | -0.34% | -40.71% | |
| 26 | WMT | Walmart Inc | 股票-非周期性消费 | 0.96% | -0.23% | +8.90% | |
| 27 | OMC | Omnicom Group | 股票-通信服务 | 0.94% | -0.17% | +11.43% | |
| 28 | IP | International Paper Co | 股票-周期性消费 | 0.94% | +0.08% | +175.63% | |
| 29 | AVGO | Broadcom Inc | 股票-科技 | 0.94% | +0.13% | -11.77% | |
| 30 | INGR | Ingredion Inc | 股票-非周期性消费 | 0.93% | -0.39% | — | |
| 31 | MU | Micron Technology Inc | 股票-科技 | 0.89% | +2.14% | -63.40% | |
| 32 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.88% | — | +10.63% | |
| 33 | KLIC | Kulicke & Soffa Industries | 股票-科技 | 0.86% | +0.50% | -16.91% | |
| 34 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.83% | -0.13% | -7.50% | |
| 35 | J | Jacobs Solutions Inc | 股票-工业 | 0.82% | -0.21% | +17.18% | |
| 36 | GE | General Electric | 股票-工业 | 0.80% | +0.13% | +70.04% | |
| 37 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.78% | -0.05% | -12.21% | |
| 38 | RTX | Rtx CORP | 股票-工业 | 0.77% | -0.12% | -2.65% | |
| 39 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.76% | -0.01% | +0.46% | |
| 40 | OKE | Oneok Inc | 股票-能源 | 0.75% | -0.09% | — | |
| 41 | DVN | Devon Energy CORP | 股票-能源 | 0.75% | -0.25% | -3.11% | |
| 42 | PRIM | Primoris Services CORP | 股票-工业 | 0.74% | -0.27% | -21.80% | |
| 43 | DINO | Hf Sinclair CORP | 股票-能源 | 0.73% | -0.73% | EXIT | |
| 44 | FE | Firstenergy CORP | 股票-公用事业 | 0.73% | -0.11% | +3.19% | |
| 45 | AG | First Majestic Silver CORP | 股票-原材料 | 0.72% | -0.23% | -1.08% | |
| 46 | D | Dominion Energy Inc | 股票-公用事业 | 0.72% | +0.01% | +4.01% | |
| 47 | DOX | Amdocs Limited | 股票-科技 | 0.71% | -0.71% | EXIT | |
| 48 | PRU | Prudential Financial Inc | 股票-金融 | 0.70% | +0.01% | — | |
| 49 | ROAD | Construction Partners Inc-a | 股票-工业 | 0.70% | +0.01% | +14.51% | |
| 50 | WLK | Westlake CORP | 股票-原材料 | 0.66% | -0.38% | +160.81% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | LNG | Cheniere Energy Inc | +2.3% | +136.35% | 加仓 |
| 2 | FDS | Factset Research Systems Inc | +1.3% | +441.45% | 加仓 |
| 3 | DLR | Digital Realty Trust Inc | +0.8% | +341.40% | 加仓 |
| 4 | GILD | Gilead Sciences Inc | +0.7% | +124.15% | 加仓 |
| 5 | IP | International Paper Co | +0.6% | +175.63% | 加仓 |
| 6 | XOM | Exxon Mobil CORP | +0.5% | -0.90% | 减仓 |
| 7 | TMUS | T-mobile US Inc | +0.5% | +84.17% | 加仓 |
| 8 | WLK | Westlake CORP | +0.5% | +160.81% | 加仓 |
| 9 | WCC | Wesco International Inc | +0.4% | +167.12% | 加仓 |
| 10 | VZ | Verizon Communications Inc | +0.4% | +9.60% | 加仓 |
| 11 | CF | Cf Industries Holdings Inc | +0.3% | +29.06% | 加仓 |
| 12 | GE | General Electric | +0.3% | +70.04% | 加仓 |
| 13 | T | At&t Inc | +0.3% | +10.98% | 加仓 |
| 14 | VICI | Vici Properties Inc | +0.2% | +75.42% | 加仓 |
| 15 | AMLP | Alerian Mlp ETF | +0.2% | +13.88% | 加仓 |
| 16 | PFE | Pfizer Inc | +0.2% | +3.84% | 加仓 |
| 17 | APD | Air Products & Chemicals Inc | +0.2% | +57.61% | 加仓 |
| 18 | DVN | Devon Energy CORP | +0.2% | -3.11% | 减仓 |
| 19 | WMT | Walmart Inc | +0.2% | +8.90% | 加仓 |
| 20 | VLO | Valero Energy CORP | +0.2% | -5.50% | 减仓 |
| 21 | AG | First Majestic Silver CORP | +0.2% | -1.08% | 减仓 |
| 22 | CI | THE Cigna Group | +0.1% | +49.87% | 加仓 |
| 23 | KLIC | Kulicke & Soffa Industries | +0.1% | -16.91% | 减仓 |
| 24 | MPC | Marathon Petroleum CORP | +0.1% | -17.38% | 减仓 |
| 25 | GLD | Spdr Gold Shares | +0.1% | +2.82% | 加仓 |
| 26 | UHT | Universal Health Rlty Income | +0.1% | +25.95% | 加仓 |
| 27 | EWY | Ishares Msci South Korea ETF | +0.1% | -0.27% | 减仓 |
| 28 | FE | Firstenergy CORP | +0.1% | +3.19% | 加仓 |
| 29 | ROAD | Construction Partners Inc-a | +0.1% | +14.51% | 加仓 |
| 30 | J | Jacobs Solutions Inc | +0.1% | +17.18% | 加仓 |
| 31 | MSM | Msc Industrial Direct Co-a | +0.1% | +4.55% | 加仓 |
| 32 | UEC | Uranium Energy CORP | +0.1% | — | 不变 |
| 33 | ✓ | Ituran Location And Control | +0.1% | -0.19% | 减仓 |
| 34 | UPS | United Parcel Service-cl B | +0.1% | +15.69% | 加仓 |
| 35 | JNJ | Johnson & Johnson | +0.1% | -7.50% | 减仓 |
| 36 | D | Dominion Energy Inc | +0.1% | +4.01% | 加仓 |
| 37 | ITA | Ishares U.s. Aerospace & Def | +0.1% | +3.90% | 加仓 |
| 38 | ADC | Agree Realty CORP | +0.1% | +12.12% | 加仓 |
| 39 | IYT | Ishares US Transportation Et | +0.1% | +19.94% | 加仓 |
| 40 | IWM | Ishares Russell 2000 ETF | +0.1% | +16.96% | 加仓 |
| 41 | FOR | Forestar Group Inc | +0.1% | +13.79% | 加仓 |
| 42 | RSP | Invesco S&p 500 Equal Weight | 0% | +22.55% | 加仓 |
| 43 | SMG | Scotts Miracle-gro Co | 0% | +5.33% | 加仓 |
| 44 | WPM | Wheaton Precious Metals CORP | 0% | — | 不变 |
| 45 | DNN | Denison Mines CORP | 0% | +24.18% | 加仓 |
| 46 | OMC | Omnicom Group | 0% | +11.43% | 加仓 |
| 47 | ETR | Entergy CORP | 0% | -1.55% | 减仓 |
| 48 | XTN | Ss Spdr S&p Transport ETF | 0% | +10.21% | 加仓 |
| 49 | GSK | Gsk Plc-spon Adr | 0% | -6.62% | 减仓 |
| 50 | XPL | Solitario Resources CORP | 0% | +10.22% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Total Wealth Planning & Management, Inc. 在 Q1 2026 季度的美股持仓总市值约为 US$1.5亿，共申报了 175 个公开持股仓位。
在 Q1 2026 季度，Total Wealth Planning & Management, Inc. 按市值排列的前三大核心持股分别为：LNG (3.2%)、AAPL (2.8%)、MSFT (2.3%)。其中最大持股仓位 LNG 占据整体投资组合约 3.2% 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
NFLX
市值: US$141.4万
本季最大获利了结 / 清仓标的
EXE
前期市值: US$378.5万
在 Q1 2026 季度中，Total Wealth Planning & Management, Inc. 共进行了 190 项持仓异动，包含新建仓 25 个仓位、加仓 81 个仓位、减仓 48 个仓位以及清仓 36 个仓位。 其中最大新建仓标的为 NFLX。 本季清仓仓位包含 EXE。
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。