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: 0001397424
申报总市值
US$4.0亿
US$4.0亿
307 檔
21.2%
Q4 2025 季度申报显示，Wbi Investments, LLC 披露的美股组合总市值为 US$4.0亿，涵盖 307 个不同之权益投资仓位。
在 Q4 2025，Wbi Investments, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 14 个仓位并完全清仓 16 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，Wbi Investments, LLC 的前 5 大核心持股（包含 WBIY, WBIL, WBIG 等）合计占整体申报市值的 21.2%，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 307 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 | WBIY | Wbi Power Factor High Div | ETF-其他 | 6.55% | -0.71% | +0.53% | |
| 2 | WBIL | Wbi Bullbear Quality 3000 Et | ETF-其他 | 4.94% | +0.12% | -10.77% | |
| 3 | WBIG | Wbi Bullbear Yield 3000 ETF | ETF-其他 | 4.83% | -0.45% | -12.43% | |
| 4 | WBIF | Wbi Bullbear Value 3000 ETF | ETF-其他 | 4.24% | -0.26% | -10.95% | |
| 5 | VFLO | Victoryshares Free Cash Flow | ETF-其他 | 1.70% | +0.06% | +2.97% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.68% | +0.08% | +8.45% | |
| 7 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 1.51% | +0.08% | +6.99% | |
| 8 | COM | Direxion Auspice Brd Cmdty | ETF-其他 | 1.42% | — | -5.36% | |
| 9 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.30% | +0.01% | -1.70% | |
| 10 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 1.29% | +0.01% | -1.69% | |
| 11 | KRBN | Ks Global Carbon Stratgy ETF | ETF-其他 | 1.14% | +0.07% | +21.79% | |
| 12 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 1.00% | -0.28% | +18.85% | |
| 13 | OKE | Oneok Inc | 股票-能源 | 0.91% | -0.85% | +32.41% | |
| 14 | PFE | Pfizer Inc | 股票-医疗保健 | 0.87% | -0.28% | -0.92% | |
| 15 | ✓ | 股票-其他 | 0.85% | — | -2.92% | ||
| 16 | UPS | United Parcel Service-cl B | 股票-工业 | 0.81% | +0.02% | +15.20% | |
| 17 | PTLC | Pacer Trendpilot US Large Ca | ETF-其他 | 0.78% | — | +16.63% | |
| 18 | AXP | American Express Co | 股票-金融 | 0.76% | +0.59% | +20.19% | |
| 19 | ✓ | 股票-其他 | 0.76% | — | -12.62% | ||
| 20 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 0.75% | +0.49% | +51.52% | |
| 21 | SOXQ | Invesco Phlx Semiconductor | ETF-其他 | 0.74% | +0.12% | +9.81% | |
| 22 | EIX | Edison International | 股票-公用事业 | 0.73% | -0.66% | -12.17% | |
| 23 | AGZ | Ishares Agency Bond ETF | ETF-其他 | 0.70% | -0.05% | +11.50% | |
| 24 | PTMC | Pacer Trendpilot US Mid Cap | ETF-其他 | 0.69% | -0.03% | -10.88% | |
| 25 | CAG | Conagra Brands Inc | 股票-非周期性消费 | 0.66% | — | +1.54% | |
| 26 | COLB | Columbia Banking System Inc | 股票-金融 | 0.61% | -0.04% | +118.86% | |
| 27 | MLI | Mueller Industries Inc | 股票-工业 | 0.59% | -0.04% | -18.61% | |
| 28 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.59% | +0.13% | -1.74% | |
| 29 | YUMC | Yum China Holdings Inc | 股票-周期性消费 | 0.59% | +0.44% | -8.38% | |
| 30 | PRI | Primerica Inc | 股票-金融 | 0.57% | -0.39% | +614.84% | |
| 31 | ✓ | 股票-其他 | 0.57% | — | +221.41% | ||
| 32 | V | Visa Inc-class A Shares | 股票-金融 | 0.57% | +0.03% | +6.20% | |
| 33 | AON | Aon plc | 股票-金融 | 0.56% | — | — | |
| 34 | ACN | Accenture plc | 股票-科技 | 0.55% | -0.14% | — | |
| 35 | AAPL | Apple Inc | 股票-科技 | 0.54% | +0.21% | -37.63% | |
| 36 | NVDA | Nvidia CORP | 股票-科技 | 0.53% | +0.07% | -15.89% | |
| 37 | EMN | Eastman Chemical Co | 股票-原材料 | 0.53% | -0.30% | EXIT | |
| 38 | OMF | Onemain Holdings Inc | 股票-金融 | 0.52% | +0.29% | -1.50% | |
| 39 | ✓ | 股票-其他 | 0.51% | — | +958.77% | ||
| 40 | BRO | Brown & Brown Inc | 股票-金融 | 0.50% | -0.08% | EXIT | |
| 41 | TSLA | Tesla Inc | 股票-周期性消费 | 0.49% | +0.05% | -7.20% | |
| 42 | ✓ | 股票-其他 | 0.47% | — | -9.48% | ||
| 43 | RTH | Vaneck Retail ETF | ETF-其他 | 0.46% | -0.02% | +33.28% | |
| 44 | IBKR | Interactive Brokers Gro-cl A | 股票-金融 | 0.46% | +0.37% | -52.91% | |
| 45 | WU | Western Union Co | 股票-金融 | 0.46% | -0.14% | +21.22% | |
| 46 | HRB | H&r Block Inc | 股票-周期性消费 | 0.45% | +0.57% | NEW | |
| 47 | DKS | Dick's Sporting Goods Inc | 股票-周期性消费 | 0.45% | +0.15% | NEW | |
| 48 | QCOM | Qualcomm Inc | 股票-科技 | 0.44% | +0.27% | NEW | |
| 49 | GVI | Ishares Intermediate Governm | ETF-其他 | 0.42% | — | -11.89% | |
| 50 | MCK | Mckesson CORP | 股票-医疗保健 | 0.41% | +0.53% | +16.90% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | PRI | Primerica Inc | +0.5% | +614.84% | 加仓 |
| 2 | ✓ | +0.5% | +958.77% | 加仓 | |
| 3 | ✓ | +0.4% | +221.41% | 加仓 | |
| 4 | COLB | Columbia Banking System Inc | +0.4% | +118.86% | 加仓 |
| 5 | QCOM | Qualcomm Inc | +0.4% | +409.00% | 加仓 |
| 6 | SMH | Vaneck Semiconductor ETF | +0.3% | +51.52% | 加仓 |
| 7 | BMY | Bristol-myers Squibb Co | +0.3% | +18.85% | 加仓 |
| 8 | ES | Eversource Energy | -0.3% | -44.32% | 减仓 |
| 9 | ✓ | -0.3% | -68.83% | 减仓 | |
| 10 | M | Macy's, Inc. | -0.3% | -63.82% | 减仓 |
| 11 | UNP | Union Pacific CORP | -0.3% | -60.77% | 减仓 |
| 12 | PRIM | Primoris Services CORP | -0.4% | -46.39% | 减仓 |
| 13 | WBIL | Wbi Bullbear Quality 3000 Et | -0.4% | -10.77% | 减仓 |
| 14 | ✓ | Red Rock Resorts Inc | -0.4% | -72.63% | 减仓 |
| 15 | AES | Aes CORP | -0.4% | -69.79% | 减仓 |
| 16 | WBIF | Wbi Bullbear Value 3000 ETF | -0.5% | -10.95% | 减仓 |
| 17 | CHE | Chemed CORP | -0.5% | -74.42% | 减仓 |
| 18 | WBIG | Wbi Bullbear Yield 3000 ETF | -0.5% | -12.43% | 减仓 |
| 19 | IBKR | Interactive Brokers Gro-cl A | -0.6% | -52.91% | 减仓 |
| 20 | AMAT | Applied Materials Inc | -0.6% | -87.77% | 减仓 |
| 21 | KLAC | Kla CORP | -0.8% | -87.72% | 减仓 |
| 22 | IDCC | Interdigital Inc | — | EXIT | 清仓 |
| 23 | LRCX | Lam Research CORP | — | EXIT | 清仓 |
| 24 | KHC | Kraft Heinz Co/the | — | EXIT | 清仓 |
| 25 | WRB | Wr Berkley CORP | — | EXIT | 清仓 |
| 26 | WSM | Williams-sonoma Inc | — | EXIT | 清仓 |
| 27 | AON | Aon plc | — | NEW | 新建仓 |
| 28 | ACN | Accenture plc | — | NEW | 新建仓 |
| 29 | COP | Conocophillips | — | EXIT | 清仓 |
| 30 | ✓ | — | EXIT | 清仓 | |
| 31 | EMN | Eastman Chemical Co | — | NEW | 新建仓 |
| 32 | RPRX | Royalty Pharma plc | — | EXIT | 清仓 |
| 33 | BRO | Brown & Brown Inc | — | NEW | 新建仓 |
| 34 | JBL | Jabil Inc | — | EXIT | 清仓 |
| 35 | ANET | Arista Networks Inc | — | EXIT | 清仓 |
| 36 | AME | Ametek Inc | — | EXIT | 清仓 |
| 37 | CIVI | Civitas Resources Inc | — | NEW | 新建仓 |
| 38 | EXPE | Expedia Group Inc | — | NEW | 新建仓 |
| 39 | PII | Polaris Inc | — | EXIT | 清仓 |
| 40 | SWK | Stanley Black & Decker Inc | — | NEW | 新建仓 |
| 41 | HOOD | Robinhood Markets Inc - A | — | EXIT | 清仓 |
| 42 | CAH | Cardinal Health Inc | — | NEW | 新建仓 |
| 43 | AFL | Aflac Inc | — | NEW | 新建仓 |
| 44 | IPG | Interpublic Group Of Cos Inc | — | EXIT | 清仓 |
| 45 | MSI | Motorola Solutions Inc | — | NEW | 新建仓 |
| 46 | HYLB | Xtrackers Usd High Yield Cor | — | EXIT | 清仓 |
| 47 | HESM | Hess Midstream LP - Class A | — | NEW | 新建仓 |
| 48 | RJF | Raymond James Financial Inc | — | NEW | 新建仓 |
| 49 | LLY | Eli Lilly & Co | — | NEW | 新建仓 |
| 50 | IVZ | Invesco Ltd. | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Wbi Investments, LLC 在 Q4 2025 季度的美股持仓总市值约为 US$4.0亿，共申报了 307 个公开持股仓位。
在 Q4 2025 季度，Wbi Investments, LLC 按市值排列的前三大核心持股分别为：WBIY (6.5%)、WBIL (4.9%)、WBIG (4.8%)。其中最大持股仓位 WBIY 占据整体投资组合约 6.5% 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
AON
市值: US$215.5万
本季最大获利了结 / 清仓标的
IDCC
前期市值: US$322.1万
在 Q4 2025 季度中，Wbi Investments, LLC 共进行了 50 项持仓异动，包含新建仓 13 个仓位、加仓 7 个仓位、减仓 14 个仓位以及清仓 16 个仓位。 其中最大新建仓标的为 AON。 本季清仓仓位包含 IDCC。
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。