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: 0001898282
申报总市值
US$2.0亿
US$2.0亿
55 檔
18.2%
根据最新整理的 13F 季度数据集，Virginia Wealth Management Group, Inc. 于 Q1 2026 结束时的管理资产规模为 US$2.0亿。该机构在本季度申报了 55 档美股持仓，呈现出该时期的主要投资地图。
在 Q1 2026，Virginia Wealth Management Group, Inc. 操作展现出积极扩展与加仓意向。本季共新建仓 1 个新仓位，并对 34 个既有持股进行加仓（合计增持 35 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Virginia Wealth Management Group, Inc. 的前 5 大核心持股（包含 BRK-A, CVX, KMI 等）合计占整体申报市值的 18.2%，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-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 4.61% | -0.14% | — | |
| 2 | CVX | Chevron CORP | 股票-能源 | 3.86% | -0.97% | +35.64% | |
| 3 | KMI | Kinder Morgan, Inc. | 股票-能源 | 3.83% | -0.44% | +7.23% | |
| 4 | PSX | Phillips 66 | 股票-能源 | 3.67% | -0.50% | +22.59% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.61% | +0.13% | -2.21% | |
| 6 | CB | Chubb Limited | 股票-金融 | 3.19% | -0.07% | +0.63% | |
| 7 | CSCO | Cisco Systems Inc | 股票-科技 | 3.12% | +0.91% | +1.32% | |
| 8 | PEP | Pepsico Inc | 股票-非周期性消费 | 3.03% | -0.55% | +6.58% | |
| 9 | AAPL | Apple Inc | 股票-科技 | 2.89% | +0.17% | +1.02% | |
| 10 | SO | Southern Co/the | 股票-公用事业 | 2.87% | -0.21% | +1.50% | |
| 11 | DRI | Darden Restaurants Inc | 股票-周期性消费 | 2.82% | -0.04% | +0.99% | |
| 12 | DUK | Duke Energy CORP | 股票-公用事业 | 2.80% | -0.26% | +0.91% | |
| 13 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-其他 | 2.71% | +0.43% | -0.48% | |
| 14 | BLK | Blackrock Inc | 股票-金融 | 2.62% | -0.15% | +1.68% | |
| 15 | TGT | Target CORP | 股票-周期性消费 | 2.60% | +0.03% | +108.67% | |
| 16 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-其他 | 2.59% | +0.43% | -0.48% | |
| 17 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-其他 | 2.59% | +0.42% | -0.48% | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 2.50% | -0.12% | +9.50% | |
| 19 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-其他 | 2.48% | +0.40% | -0.73% | |
| 20 | AFL | Aflac Inc | 股票-金融 | 2.48% | -0.02% | +1.60% | |
| 21 | HSY | Hershey Co/the | 股票-非周期性消费 | 2.48% | -0.49% | +1.07% | |
| 22 | BX | Blackstone Inc | 股票-金融 | 2.41% | -0.07% | +346.39% | |
| 23 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-其他 | 2.34% | +0.37% | -0.73% | |
| 24 | WMT | Walmart Inc | 股票-非周期性消费 | 2.26% | -0.34% | -2.44% | |
| 25 | MCD | Mcdonald's CORP | 股票-周期性消费 | 2.23% | -0.40% | +2.64% | |
| 26 | AMGN | Amgen Inc | 股票-医疗保健 | 2.19% | -0.08% | +1.02% | |
| 27 | MAA | Mid-america Apartment Comm | 股票-房地产 | 2.18% | +0.16% | +9.53% | |
| 28 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-其他 | 2.15% | +0.36% | — | |
| 29 | QCOM | Qualcomm Inc | 股票-科技 | 2.12% | +0.71% | +3.92% | |
| 30 | EMR | Emerson Electric Co | 股票-工业 | 2.11% | +0.06% | +0.77% | |
| 31 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.92% | -0.39% | +2.83% | |
| 32 | D | Dominion Energy Inc | 股票-公用事业 | 1.87% | +0.08% | +3.14% | |
| 33 | O | Realty Income CORP | 股票-房地产 | 1.83% | -0.08% | +2.31% | |
| 34 | STAG | Stag Industrial Inc | 股票-房地产 | 1.81% | -0.01% | +2.56% | |
| 35 | MKL | Markel Group Inc | 股票-金融 | 1.80% | +0.38% | +9.19% | |
| 36 | MDT | Medtronic plc | 股票-医疗保健 | 1.59% | -0.23% | +2.31% | |
| 37 | HD | Home Depot Inc | 股票-周期性消费 | 1.08% | +0.03% | +2.45% | |
| 38 | ADI | Analog Devices Inc | 股票-科技 | 0.86% | +0.14% | +0.74% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.70% | +0.06% | — | |
| 40 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.46% | -0.06% | +6.07% | |
| 41 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.37% | -0.06% | +7.12% | |
| 42 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.35% | +0.05% | +2.32% | |
| 43 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.34% | -0.04% | +0.95% | |
| 44 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股与成长 | 0.24% | +0.04% | +22.62% | |
| 45 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.20% | — | -3.71% | |
| 46 | NVDA | Nvidia CORP | 股票-科技 | 0.19% | +0.02% | — | |
| 47 | CTAS | Cintas CORP | 股票-工业 | 0.18% | -0.01% | — | |
| 48 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.17% | +0.04% | — | |
| 49 | EFX | Equifax Inc | 股票-工业 | 0.14% | -0.02% | — | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.14% | -0.01% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | BX | Blackstone Inc | +1.6% | +346.39% | 加仓 |
| 2 | CVX | Chevron CORP | +1.6% | +35.64% | 加仓 |
| 3 | TGT | Target CORP | +1.5% | +108.67% | 加仓 |
| 4 | PSX | Phillips 66 | +1.4% | +22.59% | 加仓 |
| 5 | KMI | Kinder Morgan, Inc. | +0.6% | +7.23% | 加仓 |
| 6 | VZ | Verizon Communications Inc | +0.3% | +2.83% | 加仓 |
| 7 | PEP | Pepsico Inc | +0.2% | +6.58% | 加仓 |
| 8 | HSY | Hershey Co/the | +0.1% | +1.07% | 加仓 |
| 9 | DUK | Duke Energy CORP | +0.1% | +0.91% | 加仓 |
| 10 | SO | Southern Co/the | +0.1% | +1.50% | 加仓 |
| 11 | ADI | Analog Devices Inc | +0.1% | +0.74% | 加仓 |
| 12 | O | Realty Income CORP | 0% | +2.31% | 加仓 |
| 13 | RSP | Invesco S&p 500 Equal Weight | 0% | +22.62% | 加仓 |
| 14 | COST | Costco Wholesale CORP | 0% | +0.95% | 加仓 |
| 15 | TRX | Trx Gold CORP | 0% | -25.00% | 减仓 |
| 16 | GDX | Vaneck Gold Miners ETF | — | — | 不变 |
| 17 | FURY | Fury Gold Mines LTD | — | — | 不变 |
| 18 | WMT | Walmart Inc | 0% | -2.44% | 减仓 |
| 19 | AMGN | Amgen Inc | 0% | +1.02% | 加仓 |
| 20 | D | Dominion Energy Inc | 0% | +3.14% | 加仓 |
| 21 | GLD | Spdr Gold Shares | 0% | -3.71% | 减仓 |
| 22 | ABBV | Abbvie Inc | 0% | — | 不变 |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | — | 不变 |
| 24 | ARTY | Ishares Future Ai & Tech ETF | 0% | — | 不变 |
| 25 | LOW | Lowe's Cos Inc | 0% | +6.07% | 加仓 |
| 26 | NVDA | Nvidia CORP | 0% | — | 不变 |
| 27 | DRI | Darden Restaurants Inc | 0% | +0.99% | 加仓 |
| 28 | CTAS | Cintas CORP | 0% | — | 不变 |
| 29 | GOOG | Alphabet Inc-cl C | 0% | — | 不变 |
| 30 | EFX | Equifax Inc | -0.1% | — | 不变 |
| 31 | GOOGL | Alphabet Inc-cl A | -0.1% | +2.32% | 加仓 |
| 32 | MCD | Mcdonald's CORP | -0.1% | +2.64% | 加仓 |
| 33 | ABT | Abbott Laboratories | -0.1% | +7.12% | 加仓 |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | — | 不变 |
| 35 | CB | Chubb Limited | -0.1% | +0.63% | 加仓 |
| 36 | HD | Home Depot Inc | -0.1% | +2.45% | 加仓 |
| 37 | STAG | Stag Industrial Inc | -0.2% | +2.56% | 加仓 |
| 38 | AFL | Aflac Inc | -0.2% | +1.60% | 加仓 |
| 39 | EMR | Emerson Electric Co | -0.2% | +0.77% | 加仓 |
| 40 | CSCO | Cisco Systems Inc | -0.2% | +1.32% | 加仓 |
| 41 | MKL | Markel Group Inc | -0.2% | +9.19% | 加仓 |
| 42 | IBDV | Ishares Ibonds Dec 2030 CORP | -0.3% | -0.73% | 减仓 |
| 43 | IBDR | Ishares Ibonds Dec 2026 Term | -0.3% | -0.48% | 减仓 |
| 44 | IBDU | Ishares Ibonds Dec 2029 Term | -0.3% | -0.73% | 减仓 |
| 45 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | -0.3% | -0.48% | 减仓 |
| 46 | IBDT | Ishares Ibonds Dec 2028 ETF | -0.3% | -0.48% | 减仓 |
| 47 | MDT | Medtronic plc | -0.3% | +2.31% | 加仓 |
| 48 | MAA | Mid-america Apartment Comm | -0.3% | +9.53% | 加仓 |
| 49 | AAPL | Apple Inc | -0.5% | +1.02% | 加仓 |
| 50 | BLK | Blackrock Inc | -0.5% | +1.68% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Virginia Wealth Management Group, Inc. 在 Q1 2026 季度的美股持仓总市值约为 US$2.0亿，共申报了 55 个公开持股仓位。
在 Q1 2026 季度，Virginia Wealth Management Group, Inc. 按市值排列的前三大核心持股分别为：BRK-A (4.6%)、CVX (3.9%)、KMI (3.8%)。其中最大持股仓位 BRK-A 占据整体投资组合约 4.6% 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
IBDW
市值: US$401.5万
本季最大获利了结 / 清仓标的
PG
前期市值: US$301.5万
在 Q1 2026 季度中，Virginia Wealth Management Group, Inc. 共进行了 46 项持仓异动，包含新建仓 1 个仓位、加仓 34 个仓位、减仓 9 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 IBDW。 本季清仓仓位包含 PG。
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。