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: 0002112280
申报总市值
US$2.4亿
US$2.4亿
187 檔
39.5%
截至 Q1 2026 季度末，Walser Wealth Management Company, A Ltd Liability Co 的美股持仓估值约为 US$2.4亿，全数申报仓位共有 187 档。
在 Q1 2026，Walser Wealth Management Company, A Ltd Liability Co 操作展现出积极扩展与加仓意向。本季共新建仓 65 个新仓位，并对 77 个既有持股进行加仓（合计增持 142 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Walser Wealth Management Company, A Ltd Liability Co 的前 5 大核心持股（包含 GLD, SLV, SGOV 等）合计占整体申报市值的 39.5%，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 | GLD | Spdr Gold Shares | ETF-避险与商品 | 20.13% | -8.09% | -22.65% | |
| 2 | SLV | Ishares Silver Trust | ETF-避险与商品 | 12.47% | -5.74% | -28.04% | |
| 3 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 5.30% | -3.05% | +124.77% | |
| 4 | URA | Global X Uranium ETF | ETF-其他 | 2.51% | +0.13% | +176.35% | |
| 5 | PDBA | Invesco Agriculture Cmdtyk-1 | ETF-其他 | 2.32% | -2.32% | EXIT | |
| 6 | URNM | Sprott Uranium Miners ETF | ETF-其他 | 1.88% | -1.88% | EXIT | |
| 7 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 1.83% | +0.18% | +14.68% | |
| 8 | FCX | Freeport-mcmoran Inc | 股票-原材料 | 1.76% | +0.02% | +282.72% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 1.44% | +0.21% | +11.70% | |
| 10 | WEAT | Teucrium Wheat Fund | ETF-其他 | 1.17% | -1.17% | EXIT | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.16% | -0.07% | +40.73% | |
| 12 | AAPL | Apple Inc | 股票-科技 | 1.14% | -0.41% | +49.37% | |
| 13 | CORN | Teucrium Corn Fund | ETF-其他 | 1.10% | -1.10% | EXIT | |
| 14 | IBHF | Ishares Ibond 2026 Hy & Inc | ETF-其他 | 1.04% | +0.21% | +224.94% | |
| 15 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-其他 | 1.04% | -0.26% | +18.03% | |
| 16 | SCCO | Southern Copper CORP | 股票-原材料 | 1.01% | -1.01% | EXIT | |
| 17 | CCJ | Cameco CORP | 股票-能源 | 0.98% | +1.60% | +459.27% | |
| 18 | CIEN | Ciena CORP | 股票-科技 | 0.93% | -0.23% | +2.56% | |
| 19 | FBTC | Fidelity Wise Origin Bitcoin | ETF-加密货币 | 0.85% | -0.22% | +7.50% | |
| 20 | TSLA | Tesla Inc | 股票-周期性消费 | 0.82% | +0.03% | +18.79% | |
| 21 | XOM | Exxon Mobil CORP | 股票-能源 | 0.79% | -0.15% | +13.83% | |
| 22 | AAAU | Goldman Sachs Physical Gold | ETF-避险与商品 | 0.75% | -0.18% | -40.65% | |
| 23 | VRT | Vertiv Holdings Co-a | 股票-工业 | 0.67% | +0.25% | -0.65% | |
| 24 | ERO | Ero Copper CORP | 股票-其他 | 0.66% | +0.06% | — | |
| 25 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.66% | +0.04% | +1.29% | |
| 26 | C | Citigroup Inc | 股票-金融 | 0.65% | -0.03% | +9.86% | |
| 27 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.65% | +0.11% | +17.35% | |
| 28 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.62% | -0.15% | +3.29% | |
| 29 | GFI | Gold Fields Ltd-spons Adr | 股票-原材料 | 0.59% | +0.96% | +52.40% | |
| 30 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密货币 | 0.55% | -0.18% | -11.45% | |
| 31 | MS | Morgan Stanley | 股票-金融 | 0.55% | +0.17% | +21.06% | |
| 32 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.52% | +0.10% | +1.86% | |
| 33 | MU | Micron Technology Inc | 股票-科技 | 0.51% | -0.33% | +10.29% | |
| 34 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.51% | +0.27% | +81.92% | |
| 35 | IGLD | Ft Vest Gold Strategy Target | ETF-避险与商品 | 0.51% | -0.12% | -7.61% | |
| 36 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.50% | +0.01% | +12.25% | |
| 37 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.50% | +0.04% | +16.67% | |
| 38 | AA | Alcoa CORP | 股票-原材料 | 0.50% | +0.06% | — | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.50% | -0.01% | +19.20% | |
| 40 | IBHG | Ishares Ibonds 2027 Hy Inc | ETF-其他 | 0.50% | +0.19% | +168.60% | |
| 41 | PSLV | Sprott Physical Silver Trust | 股票-其他 | 0.49% | +0.68% | +13.55% | |
| 42 | ORCL | Oracle CORP | 股票-科技 | 0.48% | -0.10% | +38.92% | |
| 43 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.47% | +0.04% | +92.17% | |
| 44 | VDE | Vanguard Energy ETF | ETF-其他 | 0.47% | -0.47% | EXIT | |
| 45 | HOOD | Robinhood Markets Inc - A | 股票-金融 | 0.45% | +0.02% | +45.43% | |
| 46 | ASML | ASML Holding N.V. | 股票-科技 | 0.43% | +0.17% | -14.64% | |
| 47 | V | Visa Inc-class A Shares | 股票-金融 | 0.43% | -0.10% | +25.26% | |
| 48 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 0.41% | +0.50% | -36.65% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.38% | +0.03% | +16.18% | |
| 50 | MO | Altria Group Inc | 股票-非周期性消费 | 0.36% | +0.13% | +93.34% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | +2.5% | +124.77% | 加仓 |
| 2 | URA | Global X Uranium ETF | +1.6% | +176.35% | 加仓 |
| 3 | FCX | Freeport-mcmoran Inc | +1.3% | +282.72% | 加仓 |
| 4 | URNM | Sprott Uranium Miners ETF | +1.2% | +191.82% | 加仓 |
| 5 | CCJ | Cameco CORP | +0.8% | +459.27% | 加仓 |
| 6 | IBHF | Ishares Ibond 2026 Hy & Inc | +0.7% | +224.94% | 加仓 |
| 7 | CIEN | Ciena CORP | +0.3% | +2.56% | 加仓 |
| 8 | IBHG | Ishares Ibonds 2027 Hy Inc | +0.3% | +168.60% | 加仓 |
| 9 | VZ | Verizon Communications Inc | +0.2% | +92.17% | 加仓 |
| 10 | XOM | Exxon Mobil CORP | +0.2% | +13.83% | 加仓 |
| 11 | NOW | Servicenow Inc | +0.2% | +291.26% | 加仓 |
| 12 | AAPL | Apple Inc | +0.2% | +49.37% | 加仓 |
| 13 | MO | Altria Group Inc | +0.2% | +93.34% | 加仓 |
| 14 | VDE | Vanguard Energy ETF | +0.2% | +27.98% | 加仓 |
| 15 | VRT | Vertiv Holdings Co-a | +0.2% | -0.65% | 减仓 |
| 16 | GFI | Gold Fields Ltd-spons Adr | +0.2% | +52.40% | 加仓 |
| 17 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.2% | +142.04% | 加仓 |
| 18 | OKLO | Oklo Inc | +0.2% | +284.26% | 加仓 |
| 19 | GIS | General Mills Inc | +0.1% | +169.11% | 加仓 |
| 20 | CVX | Chevron CORP | +0.1% | +92.77% | 加仓 |
| 21 | UNH | Unitedhealth Group Inc | +0.1% | +81.92% | 加仓 |
| 22 | RTX | Rtx CORP | +0.1% | +49.15% | 加仓 |
| 23 | LNG | Cheniere Energy Inc | +0.1% | +14.46% | 加仓 |
| 24 | NLR | Vaneck Urani & Nuclr Etf-usd | +0.1% | +18.03% | 加仓 |
| 25 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +47.10% | 加仓 |
| 26 | CEG | Constellation Energy | +0.1% | +100.17% | 加仓 |
| 27 | UPS | United Parcel Service-cl B | +0.1% | +75.17% | 加仓 |
| 28 | MRK | Merck & Co. Inc. | +0.1% | +61.39% | 加仓 |
| 29 | HRL | Hormel Foods CORP | +0.1% | +64.89% | 加仓 |
| 30 | NFLX | Netflix Inc | +0.1% | +60.30% | 加仓 |
| 31 | IBRX | Immunitybio Inc | +0.1% | — | 不变 |
| 32 | MU | Micron Technology Inc | +0.1% | +10.29% | 加仓 |
| 33 | PANW | Palo Alto Networks Inc | +0.1% | +56.42% | 加仓 |
| 34 | VXUS | Vanguard Total Intl Stock | 0% | +58.39% | 加仓 |
| 35 | PLTR | Palantir Technologies Inc-a | 0% | +58.20% | 加仓 |
| 36 | AESR | Anfield US Equity Sector Rot | 0% | +52.47% | 加仓 |
| 37 | AMGN | Amgen Inc | 0% | +16.61% | 加仓 |
| 38 | CAT | Caterpillar Inc | 0% | +0.83% | 加仓 |
| 39 | VST | Vistra CORP | 0% | +40.12% | 加仓 |
| 40 | SO | Southern Co/the | 0% | +10.83% | 加仓 |
| 41 | VALE | Vale Sa-sp Adr | 0% | +6.61% | 加仓 |
| 42 | T | At&t Inc | 0% | +10.76% | 加仓 |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +31.51% | 加仓 |
| 44 | TLN | Talen Energy CORP | 0% | +56.05% | 加仓 |
| 45 | BHP | Bhp Group Ltd-spon Adr | 0% | +6.12% | 加仓 |
| 46 | NET | Cloudflare Inc - Class A | 0% | +17.76% | 加仓 |
| 47 | GILD | Gilead Sciences Inc | 0% | +7.63% | 加仓 |
| 48 | PSLV | Sprott Physical Silver Trust | — | +13.55% | 加仓 |
| 49 | GOOG | Alphabet Inc-cl C | — | +25.42% | 加仓 |
| 50 | PEG | Public Service Enterprise Gp | — | +16.42% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Walser Wealth Management Company, A Ltd Liability Co 在 Q1 2026 季度的美股持仓总市值约为 US$2.4亿，共申报了 187 个公开持股仓位。
在 Q1 2026 季度，Walser Wealth Management Company, A Ltd Liability Co 按市值排列的前三大核心持股分别为：GLD (20.1%)、SLV (12.5%)、SGOV (5.3%)。其中最大持股仓位 GLD 占据整体投资组合约 20.1% 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
PDBA
市值: US$517.4万
本季最大获利了结 / 清仓标的
SIL
前期市值: US$86.7万
在 Q1 2026 季度中，Walser Wealth Management Company, A Ltd Liability Co 共进行了 197 项持仓异动，包含新建仓 65 个仓位、加仓 77 个仓位、减仓 32 个仓位以及清仓 23 个仓位。 其中最大新建仓标的为 PDBA。 本季清仓仓位包含 SIL。
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。