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: 0001807909
申报总市值
US$1.6亿
US$1.6亿
229 檔
36.3%
在 Q1 2026 的 13F 官方备案中，waypoint wealth counsel 管理的美股投资组合规模来到 US$1.6亿，整体持股档数为 229 档。
在 Q1 2026，waypoint wealth counsel 展现出较为审慎的避险与获利了结姿态。本季共减仓 106 个仓位并完全清仓 72 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，waypoint wealth counsel 的前 5 大核心持股（包含 VOO, GLD, KO 等）合计占整体申报市值的 36.3%，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 229 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 | 10.91% | +3.91% | -6.89% | |
| 2 | GLD | Spdr Gold Shares | ETF-避险与商品 | 5.09% | -0.32% | -16.12% | |
| 3 | KO | Coca-cola Co/the | 股票-非周期性消费 | 4.81% | +1.38% | -2.86% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 4.62% | +1.66% | -18.09% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 4.61% | +1.88% | -2.13% | |
| 6 | IAU | Ishares Gold Trust | ETF-避险与商品 | 3.41% | -0.07% | -6.88% | |
| 7 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 3.27% | +0.23% | -46.77% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 3.03% | +0.55% | -34.74% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.85% | +0.51% | -17.94% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.05% | +0.45% | -1.16% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 1.93% | -0.18% | -29.79% | |
| 12 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.25% | +0.08% | -28.48% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.03% | +0.22% | -19.04% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.90% | +0.19% | -2.95% | |
| 15 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.87% | +0.18% | -6.15% | |
| 16 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.87% | +0.35% | -35.16% | |
| 17 | AVGO | Broadcom Inc | 股票-科技 | 0.86% | +0.04% | -13.31% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.78% | +0.62% | -27.25% | |
| 19 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.75% | +0.19% | -4.15% | |
| 20 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.71% | -0.03% | -23.60% | |
| 21 | WMT | Walmart Inc | 股票-非周期性消费 | 0.69% | -0.19% | -28.88% | |
| 22 | FIX | Comfort Systems USA Inc | 股票-工业 | 0.65% | -0.18% | -3.88% | |
| 23 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.62% | +0.05% | -50.16% | |
| 24 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.62% | -0.18% | -6.56% | |
| 25 | XOM | Exxon Mobil CORP | 股票-能源 | 0.61% | -0.09% | -29.18% | |
| 26 | EIX | Edison International | 股票-公用事业 | 0.59% | -0.15% | -0.52% | |
| 27 | VIOO | Vanguard S&p Small-cap 600 E | ETF-其他 | 0.58% | +0.26% | -8.35% | |
| 28 | MU | Micron Technology Inc | 股票-科技 | 0.57% | +0.30% | -7.71% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.56% | -0.15% | -36.66% | |
| 30 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.55% | +0.21% | -43.45% | |
| 31 | PCG | P G & E CORP | 股票-公用事业 | 0.54% | -0.18% | -7.00% | |
| 32 | FTI | TechnipFMC plc | 股票-能源 | 0.52% | -0.17% | -2.94% | |
| 33 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.49% | -0.26% | -29.43% | |
| 34 | CB | Chubb Limited | 股票-金融 | 0.49% | -0.21% | -29.70% | |
| 35 | CSCO | Cisco Systems Inc | 股票-科技 | 0.48% | +0.32% | -16.01% | |
| 36 | DFAX | Dimensional World Ex US Core | ETF-其他 | 0.48% | -0.04% | -33.20% | |
| 37 | FDX | Fedex CORP | 股票-工业 | 0.47% | -0.10% | -10.66% | |
| 38 | INTC | Intel CORP | 股票-科技 | 0.44% | -0.01% | -30.08% | |
| 39 | REGN | Regeneron Pharmaceuticals | 股票-医疗保健 | 0.43% | -0.13% | +0.28% | |
| 40 | HD | Home Depot Inc | 股票-周期性消费 | 0.42% | +0.13% | -22.99% | |
| 41 | GEV | GE Vernova Inc | 股票-工业 | 0.41% | -0.18% | -12.44% | |
| 42 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 0.38% | +0.15% | — | |
| 43 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.38% | -0.03% | -50.84% | |
| 44 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.37% | +0.09% | -61.33% | |
| 45 | CEF | Sprott Physical Gold And Sil | 股票-其他 | 0.37% | +0.01% | -11.76% | |
| 46 | CNC | Centene CORP | 股票-医疗保健 | 0.37% | +0.01% | -17.44% | |
| 47 | WDC | Western Digital CORP | 股票-科技 | 0.37% | -0.04% | -9.50% | |
| 48 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.36% | +0.15% | -1.66% | |
| 49 | TSLA | Tesla Inc | 股票-周期性消费 | 0.36% | -0.08% | -46.58% | |
| 50 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.36% | -0.13% | -40.26% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +2.2% | -6.89% | 减仓 |
| 2 | KO | Coca-cola Co/the | +1.6% | -2.86% | 减仓 |
| 3 | GLD | Spdr Gold Shares | +1.1% | -16.12% | 减仓 |
| 4 | IVV | Ishares Core S&p 500 ETF | +1.1% | -2.13% | 减仓 |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | -18.09% | 减仓 |
| 6 | FIX | Comfort Systems USA Inc | +0.3% | -3.88% | 减仓 |
| 7 | FTI | TechnipFMC plc | +0.3% | -2.94% | 减仓 |
| 8 | EIX | Edison International | +0.3% | -0.52% | 减仓 |
| 9 | IEF | Ishares 7-10 Year Treasury B | +0.2% | -6.15% | 减仓 |
| 10 | MU | Micron Technology Inc | +0.2% | -7.71% | 减仓 |
| 11 | WDC | Western Digital CORP | +0.2% | -9.50% | 减仓 |
| 12 | SNDK | Sandisk CORP | +0.2% | -41.67% | 减仓 |
| 13 | FDX | Fedex CORP | +0.2% | -10.66% | 减仓 |
| 14 | GEV | GE Vernova Inc | +0.2% | -12.44% | 减仓 |
| 15 | JNJ | Johnson & Johnson | +0.2% | -23.60% | 减仓 |
| 16 | ADBE | Adobe Inc | +0.1% | +161.93% | 加仓 |
| 17 | CIEN | Ciena CORP | +0.1% | -6.50% | 减仓 |
| 18 | LMT | Lockheed Martin CORP | +0.1% | -6.10% | 减仓 |
| 19 | DVN | Devon Energy CORP | +0.1% | -12.93% | 减仓 |
| 20 | TER | Teradyne Inc | +0.1% | +1.08% | 加仓 |
| 21 | NYT | New York Times Co-a | +0.1% | +1.56% | 加仓 |
| 22 | MTZ | Mastec Inc | +0.1% | -1.81% | 减仓 |
| 23 | CVX | Chevron CORP | +0.1% | -9.33% | 减仓 |
| 24 | AVGO | Broadcom Inc | +0.1% | -13.31% | 减仓 |
| 25 | KEYS | Keysight Technologies In | +0.1% | -3.33% | 减仓 |
| 26 | AMP | Ameriprise Financial Inc | +0.1% | +42.06% | 加仓 |
| 27 | HAL | Halliburton Co | +0.1% | -5.62% | 减仓 |
| 28 | WMT | Walmart Inc | +0.1% | -28.88% | 减仓 |
| 29 | CSCO | Cisco Systems Inc | +0.1% | -16.01% | 减仓 |
| 30 | INTC | Intel CORP | +0.1% | -30.08% | 减仓 |
| 31 | IWF | Ishares Russell 1000 Growth | +0.1% | -1.66% | 减仓 |
| 32 | VLO | Valero Energy CORP | +0.1% | -8.20% | 减仓 |
| 33 | GM | General Motors Co | +0.1% | -5.91% | 减仓 |
| 34 | GOOGL | Alphabet Inc-cl A | +0.1% | -19.04% | 减仓 |
| 35 | BMY | Bristol-myers Squibb Co | +0.1% | -29.43% | 减仓 |
| 36 | PNC | Pnc Financial Services Group | 0% | -19.05% | 减仓 |
| 37 | GE | General Electric | 0% | -14.87% | 减仓 |
| 38 | C | Citigroup Inc | 0% | -16.81% | 减仓 |
| 39 | APH | Amphenol Corp-cl A | 0% | -12.03% | 减仓 |
| 40 | NBIX | Neurocrine Biosciences Inc | 0% | -13.06% | 减仓 |
| 41 | ILMN | Illumina Inc | 0% | -9.22% | 减仓 |
| 42 | CB | Chubb Limited | 0% | -29.70% | 减仓 |
| 43 | HD | Home Depot Inc | 0% | -22.99% | 减仓 |
| 44 | ANET | Arista Networks Inc | 0% | -18.71% | 减仓 |
| 45 | VUG | Vanguard Growth ETF | 0% | -13.83% | 减仓 |
| 46 | DHR | Danaher CORP | 0% | -6.50% | 减仓 |
| 47 | VRSN | Verisign Inc | 0% | -21.28% | 减仓 |
| 48 | NTRA | Natera Inc | 0% | -16.29% | 减仓 |
| 49 | NOW | Servicenow Inc | 0% | +9.15% | 加仓 |
| 50 | BMRN | Biomarin Pharmaceutical Inc | 0% | -21.50% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，waypoint wealth counsel 在 Q1 2026 季度的美股持仓总市值约为 US$1.6亿，共申报了 229 个公开持股仓位。
在 Q1 2026 季度，waypoint wealth counsel 按市值排列的前三大核心持股分别为：VOO (10.9%)、GLD (5.1%)、KO (4.8%)。其中最大持股仓位 VOO 占据整体投资组合约 10.9% 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
SPGI
市值: US$50.2万
本季最大获利了结 / 清仓标的
VIG
前期市值: US$249.1万
在 Q1 2026 季度中，waypoint wealth counsel 共进行了 200 项持仓异动，包含新建仓 16 个仓位、加仓 6 个仓位、减仓 106 个仓位以及清仓 72 个仓位。 其中最大新建仓标的为 SPGI。 本季清仓仓位包含 VIG。
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。