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。
AlphaSMO 权威研究指南阅读专题
CIK: 0001763146
申报总市值
US$9.6亿
US$9.6亿
225 檔
29.0%
Wahed Invest LLC 在 Q1 2026 季度的美股仓位总计估值为 US$9.6亿，分散于 225 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q1 2026，Wahed Invest LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 146 个仓位并完全清仓 8 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，Wahed Invest LLC 的前 5 大核心持股（包含 AAPL, MSFT, GOOGL 等）合计占整体申报市值的 29.0%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 225 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 | AAPL | Apple Inc | 股票-科技 | 12.43% | -2.04% | -1.76% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 9.04% | -2.16% | -3.72% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 5.51% | -0.34% | -3.56% | |
| 4 | AVGO | Broadcom Inc | 股票-科技 | 4.67% | -0.30% | — | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 4.48% | -0.31% | -3.49% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通信服务 | 4.15% | -1.07% | -2.82% | |
| 7 | TSLA | Tesla Inc | 股票-周期性消费 | 3.53% | -0.48% | -1.69% | |
| 8 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 2.74% | -0.90% | -32.81% | |
| 9 | LLY | Eli Lilly & Co | 股票-医疗保健 | 2.41% | -0.04% | +4.67% | |
| 10 | XOM | Exxon Mobil CORP | 股票-能源 | 2.33% | -2.33% | EXIT | |
| 11 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.92% | -0.40% | -4.32% | |
| 12 | MU | Micron Technology Inc | 股票-科技 | 1.30% | +1.93% | +0.91% | |
| 13 | CVX | Chevron CORP | 股票-能源 | 1.25% | -0.49% | -5.69% | |
| 14 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.12% | -0.27% | -3.14% | |
| 15 | AMD | Advanced Micro Devices | 股票-科技 | 1.07% | +1.28% | -4.72% | |
| 16 | CSCO | Cisco Systems Inc | 股票-科技 | 1.00% | +0.15% | -5.08% | |
| 17 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.98% | -0.19% | -5.06% | |
| 18 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.98% | -0.20% | — | |
| 19 | AZNN | Astrazeneca Plc-spons Adr | 股票-其他 | 0.88% | -0.02% | — | |
| 20 | AMAT | Applied Materials Inc | 股票-科技 | 0.87% | +0.55% | -6.80% | |
| 21 | LRCX | Lam Research CORP | 股票-科技 | 0.87% | +0.48% | -5.57% | |
| 22 | GEV | GE Vernova Inc | 股票-工业 | 0.77% | — | -5.02% | |
| 23 | LIN | Linde plc | 股票-原材料 | 0.77% | -0.18% | -3.69% | |
| 24 | IBM | Intl Business Machines CORP | 股票-科技 | 0.74% | -0.74% | EXIT | |
| 25 | T | At&t Inc | 股票-通信服务 | 0.66% | -0.31% | -4.11% | |
| 26 | KLAC | Kla CORP | 股票-科技 | 0.64% | +0.33% | -3.81% | |
| 27 | INTC | Intel CORP | 股票-科技 | 0.63% | +0.89% | -5.09% | |
| 28 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.61% | -0.61% | EXIT | |
| 29 | TXN | Texas Instruments Inc | 股票-科技 | 0.59% | +0.08% | -2.09% | |
| 30 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.58% | -0.19% | -4.01% | |
| 31 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.58% | -0.16% | -4.50% | |
| 32 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 0.57% | -0.18% | -3.85% | |
| 33 | CRM | Salesforce Inc | 股票-科技 | 0.55% | -0.24% | -6.88% | |
| 34 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.53% | -0.18% | -5.10% | |
| 35 | COP | Conocophillips | 股票-能源 | 0.52% | -0.21% | -7.09% | |
| 36 | PFE | Pfizer Inc | 股票-医疗保健 | 0.52% | -0.18% | -4.00% | |
| 37 | ADI | Analog Devices Inc | 股票-科技 | 0.51% | -0.03% | -5.36% | |
| 38 | UBER | Uber Technologies Inc | 股票-工业 | 0.48% | -0.13% | -3.14% | |
| 39 | QCOM | Qualcomm Inc | 股票-科技 | 0.45% | +0.03% | -5.82% | |
| 40 | WELL | Welltower Inc | 股票-房地产 | 0.45% | -0.05% | -4.24% | |
| 41 | NEM | Newmont CORP | 股票-原材料 | 0.43% | -0.18% | +5.72% | |
| 42 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.42% | +0.26% | +13.80% | |
| 43 | DHR | Danaher CORP | 股票-医疗保健 | 0.40% | -0.10% | -2.71% | |
| 44 | SYK | Stryker CORP | 股票-医疗保健 | 0.37% | -0.10% | -3.64% | |
| 45 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 0.37% | -0.06% | -5.26% | |
| 46 | SU | Suncor Energy Inc | 股票-能源 | 0.37% | -0.09% | +3.94% | |
| 47 | MDT | Medtronic plc | 股票-医疗保健 | 0.36% | -0.11% | -4.48% | |
| 48 | NOW | Servicenow Inc | 股票-科技 | 0.36% | -0.11% | -2.88% | |
| 49 | MCK | Mckesson CORP | 股票-医疗保健 | 0.35% | -0.12% | -5.57% | |
| 50 | GLW | Corning Inc | 股票-科技 | 0.34% | +0.15% | -5.43% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +0.6% | -5.04% | 减仓 |
| 2 | CVX | Chevron CORP | +0.3% | -5.69% | 减仓 |
| 3 | JNJ | Johnson & Johnson | +0.2% | -4.32% | 减仓 |
| 4 | MU | Micron Technology Inc | +0.2% | +0.91% | 加仓 |
| 5 | AMAT | Applied Materials Inc | +0.2% | -6.80% | 减仓 |
| 6 | GEV | GE Vernova Inc | +0.2% | -5.02% | 减仓 |
| 7 | SU | Suncor Energy Inc | +0.1% | +3.94% | 加仓 |
| 8 | LRCX | Lam Research CORP | +0.1% | -5.57% | 减仓 |
| 9 | COP | Conocophillips | +0.1% | -7.09% | 减仓 |
| 10 | CNQ | Canadian Natural Resources | +0.1% | +6.23% | 加仓 |
| 11 | GLW | Corning Inc | +0.1% | -5.43% | 减仓 |
| 12 | VRT | Vertiv Holdings Co-a | +0.1% | -4.34% | 减仓 |
| 13 | WDC | Western Digital CORP | +0.1% | -5.56% | 减仓 |
| 14 | KLAC | Kla CORP | +0.1% | -3.81% | 减仓 |
| 15 | LIN | Linde plc | +0.1% | -3.69% | 减仓 |
| 16 | INTC | Intel CORP | +0.1% | -5.09% | 减仓 |
| 17 | INFY | Infosys Ltd-sp Adr | +0.1% | +94.06% | 加仓 |
| 18 | VLO | Valero Energy CORP | +0.1% | -6.09% | 减仓 |
| 19 | MRK | Merck & Co. Inc. | +0.1% | -5.06% | 减仓 |
| 20 | T | At&t Inc | +0.1% | -4.11% | 减仓 |
| 21 | EOG | Eog Resources Inc | +0.1% | -5.52% | 减仓 |
| 22 | AEM | Agnico Eagle Mines LTD | +0.1% | +6.24% | 加仓 |
| 23 | OMC | Omnicom Group | +0.1% | +291.60% | 加仓 |
| 24 | PSX | Phillips 66 | +0.1% | -6.85% | 减仓 |
| 25 | NEM | Newmont CORP | +0.1% | +5.72% | 加仓 |
| 26 | PWR | Quanta Services Inc | +0.1% | -3.97% | 减仓 |
| 27 | TER | Teradyne Inc | +0.1% | -3.86% | 减仓 |
| 28 | OXY | Occidental Petroleum CORP | +0.1% | -7.02% | 减仓 |
| 29 | TXN | Texas Instruments Inc | 0% | -2.09% | 减仓 |
| 30 | ADI | Analog Devices Inc | 0% | -5.36% | 减仓 |
| 31 | GILD | Gilead Sciences Inc | 0% | -3.85% | 减仓 |
| 32 | SLB | Slb LTD | 0% | -8.38% | 减仓 |
| 33 | FDX | Fedex CORP | 0% | -3.22% | 减仓 |
| 34 | DOW | Dow Inc | 0% | -5.11% | 减仓 |
| 35 | CP | Canadian Pacific Kansas City | 0% | +13.61% | 加仓 |
| 36 | PFE | Pfizer Inc | 0% | -4.00% | 减仓 |
| 37 | BKR | Baker Hughes Co | 0% | -8.53% | 减仓 |
| 38 | DELL | Dell Technologies -c | 0% | -5.06% | 减仓 |
| 39 | CTVA | Corteva Inc | 0% | -4.06% | 减仓 |
| 40 | CCJ | Cameco CORP | 0% | +7.80% | 加仓 |
| 41 | MRVL | Marvell Technology Inc | 0% | -5.76% | 减仓 |
| 42 | JD | Jd.com Inc-adr | 0% | +18.09% | 加仓 |
| 43 | ROST | Ross Stores Inc | 0% | -4.99% | 减仓 |
| 44 | HAL | Halliburton Co | 0% | -6.63% | 减仓 |
| 45 | ADM | Archer-daniels-midland Co | 0% | -1.36% | 减仓 |
| 46 | DLR | Digital Realty Trust Inc | 0% | -3.33% | 减仓 |
| 47 | Q | Qnity Electronics Inc | 0% | -2.65% | 减仓 |
| 48 | CNI | Canadian Natl Railway Co | 0% | +10.53% | 加仓 |
| 49 | FAST | Fastenal Co | 0% | -2.40% | 减仓 |
| 50 | DVN | Devon Energy CORP | 0% | -8.10% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Wahed Invest LLC 在 Q1 2026 季度的美股持仓总市值约为 US$9.6亿，共申报了 225 个公开持股仓位。
在 Q1 2026 季度，Wahed Invest LLC 按市值排列的前三大核心持股分别为：AAPL (12.4%)、MSFT (9.0%)、GOOGL (5.5%)。其中最大持股仓位 AAPL 占据整体投资组合约 12.4% 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
AVGO
市值: US$3599.0万
本季最大获利了结 / 清仓标的
MPC
前期市值: US$130.2万
在 Q1 2026 季度中，Wahed Invest LLC 共进行了 199 项持仓异动，包含新建仓 19 个仓位、加仓 26 个仓位、减仓 146 个仓位以及清仓 8 个仓位。 其中最大新建仓标的为 AVGO。 本季清仓仓位包含 MPC。
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。