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
296 檔
22.1%
Wbi Investments, LLC 在 Q1 2026 季度的美股仓位总计估值为 US$4.0亿，分散于 296 个持仓标的之中，反映其市场参与广度与投资规模。
Wbi Investments, LLC 在 Q1 2026 进行了结构性的板块轮动与仓位换股。在开立 71 个全新仓位及加仓 18 档持股的同时，亦同步清仓 72 档并减仓 39 档标的。
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 22.1%，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 296 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 | 8.17% | -0.71% | +11.06% | |
| 2 | WBIL | Wbi Bullbear Quality 3000 Et | ETF-其他 | 5.18% | +0.12% | +2.68% | |
| 3 | WBIG | Wbi Bullbear Yield 3000 ETF | ETF-其他 | 4.83% | -0.45% | -5.93% | |
| 4 | WBIF | Wbi Bullbear Value 3000 ETF | ETF-其他 | 4.30% | -0.26% | -5.17% | |
| 5 | FGDL | Franklin Resp Sourced Gold | ETF-避险与商品 | 2.14% | -0.51% | — | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.21% | +0.01% | -8.36% | |
| 7 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 1.20% | +0.01% | -8.34% | |
| 8 | ONOF | Global X Adaptive U.s. Risk | ETF-其他 | 1.19% | -0.05% | — | |
| 9 | ✓ | 股票-其他 | 1.15% | — | +24.54% | ||
| 10 | MO | Altria Group Inc | 股票-非周期性消费 | 1.15% | -0.20% | — | |
| 11 | OKE | Oneok Inc | 股票-能源 | 1.12% | -0.85% | -5.55% | |
| 12 | ✓ | 股票-其他 | 1.02% | — | -8.90% | ||
| 13 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.02% | -0.23% | — | |
| 14 | SMHX | Vaneck Fables Smicndctr ETF | ETF-其他 | 1.01% | +0.78% | — | |
| 15 | ✓ | 股票-其他 | 0.98% | — | +666.09% | ||
| 16 | HPQ | Hp Inc | 股票-科技 | 0.98% | -0.15% | — | |
| 17 | TW | Tradeweb Markets Inc-class A | 股票-金融 | 0.91% | -0.58% | — | |
| 18 | EIX | Edison International | 股票-公用事业 | 0.90% | -0.66% | -3.61% | |
| 19 | PFE | Pfizer Inc | 股票-医疗保健 | 0.89% | -0.28% | -14.14% | |
| 20 | PTBD | Pacer Trendpilot US Bond ETF | ETF-其他 | 0.88% | -0.07% | — | |
| 21 | SDCI | Uscf Summerhaven Dynamic ETF | ETF-其他 | 0.81% | -0.09% | — | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.80% | +0.08% | -52.39% | |
| 23 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.80% | +0.08% | -47.15% | |
| 24 | VFLO | Victoryshares Free Cash Flow | ETF-其他 | 0.78% | +0.06% | -56.50% | |
| 25 | AROC | Archrock Inc | 股票-能源 | 0.76% | -0.76% | EXIT | |
| 26 | HIG | Hartford Insurance Group Inc | 股票-金融 | 0.75% | -0.44% | +84.90% | |
| 27 | PRI | Primerica Inc | 股票-金融 | 0.73% | -0.39% | +24.21% | |
| 28 | BBY | Best Buy Co Inc | 股票-周期性消费 | 0.73% | +0.18% | +190.47% | |
| 29 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.69% | -0.46% | +183.02% | |
| 30 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.68% | -0.28% | -42.56% | |
| 31 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 0.67% | +0.49% | -20.82% | |
| 32 | UPS | United Parcel Service-cl B | 股票-工业 | 0.66% | +0.02% | -22.46% | |
| 33 | GOAU | US Glb Gld & Metal Mnrs ETF | ETF-其他 | 0.63% | -0.07% | — | |
| 34 | GIS | General Mills Inc | 股票-非周期性消费 | 0.63% | +0.06% | +231.47% | |
| 35 | CPB | THE Campbell's Company | 股票-非周期性消费 | 0.63% | +0.12% | +238.34% | |
| 36 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.61% | +0.13% | +5.21% | |
| 37 | NVDA | Nvidia CORP | 股票-科技 | 0.60% | +0.07% | +14.16% | |
| 38 | BUL | Pacer US Cash Cows Growth | ETF-其他 | 0.56% | +0.01% | +86.83% | |
| 39 | AAPL | Apple Inc | 股票-科技 | 0.54% | +0.21% | +2.13% | |
| 40 | PTMC | Pacer Trendpilot US Mid Cap | ETF-其他 | 0.54% | -0.03% | -27.21% | |
| 41 | IBKR | Interactive Brokers Gro-cl A | 股票-金融 | 0.53% | +0.37% | +5.60% | |
| 42 | MSFT | Microsoft CORP | 股票-科技 | 0.51% | -0.12% | +107.57% | |
| 43 | TSLA | Tesla Inc | 股票-周期性消费 | 0.49% | +0.05% | +15.28% | |
| 44 | CSCO | Cisco Systems Inc | 股票-科技 | 0.49% | -0.33% | +68.13% | |
| 45 | T | At&t Inc | 股票-通信服务 | 0.48% | -0.32% | — | |
| 46 | SFLO | Vs Sm Cap Free Cash Flow ETF | ETF-其他 | 0.47% | -0.03% | +15.70% | |
| 47 | GD | General Dynamics CORP | 股票-工业 | 0.47% | -0.25% | — | |
| 48 | MVFD | Monarch Vol Fact Dvd Ti ETF | ETF-其他 | 0.44% | — | — | |
| 49 | QQH | Hcm Defender 100 Index ETF | ETF-大型股与成长 | 0.44% | +0.06% | — | |
| 50 | KRBN | Ks Global Carbon Stratgy ETF | ETF-其他 | 0.43% | +0.07% | -57.97% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | WBIY | Wbi Power Factor High Div | +1.6% | +11.06% | 加仓 |
| 2 | ✓ | +0.8% | +666.09% | 加仓 | |
| 3 | BBY | Best Buy Co Inc | +0.5% | +190.47% | 加仓 |
| 4 | MRSH | Marsh & Mclennan Cos | +0.4% | +183.02% | 加仓 |
| 5 | CPB | THE Campbell's Company | +0.4% | +238.34% | 加仓 |
| 6 | GIS | General Mills Inc | +0.4% | +231.47% | 加仓 |
| 7 | ✓ | +0.4% | +24.54% | 加仓 | |
| 8 | HIG | Hartford Insurance Group Inc | +0.4% | +84.90% | 加仓 |
| 9 | DRI | Darden Restaurants Inc | +0.3% | +408.73% | 加仓 |
| 10 | ATO | Atmos Energy CORP | +0.3% | +246.29% | 加仓 |
| 11 | BUL | Pacer US Cash Cows Growth | +0.3% | +86.83% | 加仓 |
| 12 | LECO | Lincoln Electric Holdings | +0.2% | +301.67% | 加仓 |
| 13 | CSCO | Cisco Systems Inc | +0.2% | +68.13% | 加仓 |
| 14 | DELL | Dell Technologies -c | +0.2% | +90.71% | 加仓 |
| 15 | MSFT | Microsoft CORP | +0.2% | +107.57% | 加仓 |
| 16 | OKE | Oneok Inc | +0.2% | -5.55% | 减仓 |
| 17 | NFG | National Fuel Gas Co | +0.2% | +229.61% | 加仓 |
| 18 | XAR | Ss Spdr S&p Aerospace Def | +0.2% | +75.81% | 加仓 |
| 19 | ROST | Ross Stores Inc | +0.2% | +126.10% | 加仓 |
| 20 | WBIF | Wbi Bullbear Value 3000 ETF | +0.1% | -5.17% | 减仓 |
| 21 | WBIG | Wbi Bullbear Yield 3000 ETF | — | -5.93% | 减仓 |
| 22 | SCHB | Schwab US Broad Market ETF | -0.1% | -8.36% | 减仓 |
| 23 | SPTM | Ss Spdr P S&p 1500 Comp ETF | -0.1% | -8.34% | 减仓 |
| 24 | UPS | United Parcel Service-cl B | -0.2% | -22.46% | 减仓 |
| 25 | PTMC | Pacer Trendpilot US Mid Cap | -0.2% | -27.21% | 减仓 |
| 26 | THO | Thor Industries Inc | -0.2% | -43.18% | 减仓 |
| 27 | AIZ | Assurant Inc | -0.2% | -42.38% | 减仓 |
| 28 | ES | Eversource Energy | -0.2% | -49.07% | 减仓 |
| 29 | EXPE | Expedia Group Inc | -0.2% | -34.06% | 减仓 |
| 30 | FBT | First Trust Nyse Arca Biotec | -0.2% | -54.61% | 减仓 |
| 31 | PSCH | Invesco S&p Smallcap Health | -0.2% | -56.52% | 减仓 |
| 32 | REGN | Regeneron Pharmaceuticals | -0.2% | -78.20% | 减仓 |
| 33 | OMF | Onemain Holdings Inc | -0.2% | -26.18% | 减仓 |
| 34 | TKO | Tko Group Holdings Inc | -0.2% | -71.84% | 减仓 |
| 35 | APP | Applovin Corp-class A | -0.2% | -44.04% | 减仓 |
| 36 | RMD | Resmed Inc | -0.2% | -58.60% | 减仓 |
| 37 | EMN | Eastman Chemical Co | -0.2% | -54.33% | 减仓 |
| 38 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | -0.2% | -73.36% | 减仓 |
| 39 | SF | Stifel Financial CORP | -0.2% | -51.59% | 减仓 |
| 40 | BMY | Bristol-myers Squibb Co | -0.3% | -42.56% | 减仓 |
| 41 | MCK | Mckesson CORP | -0.3% | -79.86% | 减仓 |
| 42 | ✓ | -0.3% | -61.57% | 减仓 | |
| 43 | ACN | Accenture plc | -0.3% | -52.34% | 减仓 |
| 44 | COLB | Columbia Banking System Inc | -0.3% | -57.17% | 减仓 |
| 45 | RTH | Vaneck Retail ETF | -0.3% | -76.48% | 减仓 |
| 46 | PTLC | Pacer Trendpilot US Large Ca | -0.4% | -49.41% | 减仓 |
| 47 | MLI | Mueller Industries Inc | -0.4% | -70.85% | 减仓 |
| 48 | YUMC | Yum China Holdings Inc | -0.4% | -71.23% | 减仓 |
| 49 | BRO | Brown & Brown Inc | -0.4% | -80.95% | 减仓 |
| 50 | AGZ | Ishares Agency Bond ETF | -0.4% | -65.17% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Wbi Investments, LLC 在 Q1 2026 季度的美股持仓总市值约为 US$4.0亿，共申报了 296 个公开持股仓位。
在 Q1 2026 季度，Wbi Investments, LLC 按市值排列的前三大核心持股分别为：WBIY (8.2%)、WBIL (5.2%)、WBIG (4.8%)。其中最大持股仓位 WBIY 占据整体投资组合约 8.2% 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
FGDL
市值: US$774.1万
本季最大获利了结 / 清仓标的
COM
前期市值: US$546.6万
在 Q1 2026 季度中，Wbi Investments, LLC 共进行了 200 项持仓异动，包含新建仓 71 个仓位、加仓 18 个仓位、减仓 39 个仓位以及清仓 72 个仓位。 其中最大新建仓标的为 FGDL。 本季清仓仓位包含 COM。
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。