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: 0001061186
申报总市值
US$551.6亿
US$551.6亿
263 檔
20.2%
在 Q1 2026 的 13F 官方备案中，Wcm Investment Management, LLC 管理的美股投资组合规模来到 US$551.6亿，整体持股档数为 263 档。
在 Q1 2026，Wcm Investment Management, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 98 个仓位并完全清仓 25 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，Wcm Investment Management, LLC 的前 5 大核心持股（包含 TSM, SE, ASML 等）合计占整体申报市值的 20.2%，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 263 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 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 6.74% | +0.90% | -5.01% | |
| 2 | SE | Sea Ltd-adr | 股票-通信服务 | 6.03% | -0.32% | +30.48% | |
| 3 | ASML | ASML Holding N.V. | 股票-科技 | 4.36% | +0.59% | -19.42% | |
| 4 | APP | Applovin Corp-class A | 股票-科技 | 4.25% | -0.90% | +5.16% | |
| 5 | PM | Philip Morris International | 股票-非周期性消费 | 4.06% | -0.64% | -0.21% | |
| 6 | WDC | Western Digital CORP | 股票-科技 | 3.77% | -1.84% | -1.93% | |
| 7 | LIN | Linde plc | 股票-原材料 | 3.69% | -0.73% | -1.19% | |
| 8 | STX | Seagate Technology Holdings plc | 股票-科技 | 3.60% | +5.74% | -15.67% | |
| 9 | IBN | Icici Bank Ltd-spon Adr | 股票-金融 | 3.00% | -0.26% | -2.00% | |
| 10 | CP | Canadian Pacific Kansas City | 股票-工业 | 2.85% | -0.44% | -1.37% | |
| 11 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.83% | -0.03% | +0.46% | |
| 12 | ACGL | Arch Capital Group Ltd. | 股票-金融 | 2.75% | -0.62% | -5.13% | |
| 13 | TEVA | Teva Pharmaceutical-sp Adr | 股票-医疗保健 | 2.64% | -0.14% | +191.43% | |
| 14 | SPOT | Spotify Technology S.A. | 股票-通信服务 | 2.62% | -0.24% | -1.66% | |
| 15 | GLW | Corning Inc | 股票-科技 | 2.38% | +0.37% | -1.43% | |
| 16 | NU | Nu Holdings Ltd. | 股票-金融 | 2.25% | -0.48% | -1.49% | |
| 17 | FERG | Ferguson Enterprises Inc | 股票-工业 | 2.22% | -0.41% | -1.31% | |
| 18 | MDT | Medtronic plc | 股票-医疗保健 | 2.20% | -0.61% | — | |
| 19 | CAH | Cardinal Health Inc | 股票-医疗保健 | 1.89% | -0.13% | -0.65% | |
| 20 | MCK | Mckesson CORP | 股票-医疗保健 | 1.83% | -0.53% | -1.27% | |
| 21 | NVDA | Nvidia CORP | 股票-科技 | 1.76% | -0.07% | +3.13% | |
| 22 | SHOP | Shopify Inc - Class A | 股票-科技 | 1.70% | -1.70% | -0.27% | |
| 23 | CTVA | Corteva Inc | 股票-原材料 | 1.65% | -0.30% | -1.05% | |
| 24 | ILMN | Illumina Inc | 股票-医疗保健 | 1.63% | +0.41% | +45.49% | |
| 25 | MSFT | Microsoft CORP | 股票-科技 | 1.58% | -0.26% | -0.96% | |
| 26 | WELL | Welltower Inc | 股票-房地产 | 1.45% | -0.07% | -0.75% | |
| 27 | AON | Aon plc | 股票-金融 | 1.44% | -0.33% | -1.70% | |
| 28 | WCN | Waste Connections Inc | 股票-工业 | 1.43% | -0.28% | -38.35% | |
| 29 | GE | General Electric | 股票-工业 | 1.43% | -0.33% | -0.98% | |
| 30 | V | Visa Inc-class A Shares | 股票-金融 | 1.41% | -0.10% | -1.03% | |
| 31 | CHRW | C.h. Robinson Worldwide Inc | 股票-工业 | 1.32% | -0.09% | — | |
| 32 | RGA | Reinsurance Group Of America | 股票-金融 | 1.29% | -0.12% | +3.01% | |
| 33 | LPLA | Lpl Financial Holdings Inc | 股票-金融 | 1.19% | -0.31% | +0.75% | |
| 34 | AJG | Arthur J Gallagher & Co | 股票-金融 | 1.16% | -0.16% | -0.75% | |
| 35 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 1.13% | -0.09% | -0.69% | |
| 36 | MDLN | Medline Inc-cl A | 股票-其他 | 0.70% | -0.17% | -1.45% | |
| 37 | GDDY | Godaddy Inc - Class A | 股票-科技 | 0.62% | -0.62% | +1.02% | |
| 38 | CNQ | Canadian Natural Resources | 股票-能源 | 0.58% | -0.16% | +22.42% | |
| 39 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.50% | +0.04% | — | |
| 40 | UBS | UBS Group AG | 股票-金融 | 0.49% | +0.06% | +12.26% | |
| 41 | CRS | Carpenter Technology | 股票-工业 | 0.40% | -0.13% | +10.23% | |
| 42 | HOOD | Robinhood Markets Inc - A | 股票-金融 | 0.40% | +0.11% | -47.49% | |
| 43 | BKD | Brookdale Senior Living Inc | 股票-其他 | 0.39% | +0.03% | — | |
| 44 | AHR | American Healthcare Reit Inc | 股票-房地产 | 0.37% | — | +0.50% | |
| 45 | TPR | Tapestry Inc | 股票-周期性消费 | 0.35% | +0.01% | +20.36% | |
| 46 | FIX | Comfort Systems USA Inc | 股票-工业 | 0.34% | +0.17% | +24.54% | |
| 47 | SAP | Sap Se-sponsored Adr | 股票-科技 | 0.32% | -0.32% | EXIT | |
| 48 | BTI | British American Tob-sp Adr | 股票-非周期性消费 | 0.31% | -0.05% | +3899.69% | |
| 49 | LYG | Lloyds Banking Group Plc-adr | 股票-金融 | 0.29% | -0.02% | — | |
| 50 | BAP | Credicorp Ltd. | 股票-金融 | 0.19% | — | -8.05% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | TEVA | Teva Pharmaceutical-sp Adr | +1.7% | +191.43% | 加仓 |
| 2 | WDC | Western Digital CORP | +1.3% | -1.93% | 减仓 |
| 3 | GLW | Corning Inc | +0.9% | -1.43% | 减仓 |
| 4 | LIN | Linde plc | +0.8% | -1.19% | 减仓 |
| 5 | TSM | Taiwan Semiconductor-sp Adr | +0.7% | -5.01% | 减仓 |
| 6 | STX | Seagate Technology Holdings plc | +0.6% | -15.67% | 减仓 |
| 7 | ILMN | Illumina Inc | +0.5% | +45.49% | 加仓 |
| 8 | PM | Philip Morris International | +0.5% | -0.21% | 减仓 |
| 9 | CTVA | Corteva Inc | +0.4% | -1.05% | 减仓 |
| 10 | CP | Canadian Pacific Kansas City | +0.4% | -1.37% | 减仓 |
| 11 | BTI | British American Tob-sp Adr | +0.3% | +3899.69% | 加仓 |
| 12 | CNQ | Canadian Natural Resources | +0.3% | +22.42% | 加仓 |
| 13 | MCK | Mckesson CORP | +0.2% | -1.27% | 减仓 |
| 14 | ASML | ASML Holding N.V. | +0.2% | -19.42% | 减仓 |
| 15 | WELL | Welltower Inc | +0.2% | -0.75% | 减仓 |
| 16 | FERG | Ferguson Enterprises Inc | +0.2% | -1.31% | 减仓 |
| 17 | CAH | Cardinal Health Inc | +0.2% | -0.65% | 减仓 |
| 18 | ACMR | Acm Research Inc-class A | +0.2% | +16878.78% | 加仓 |
| 19 | FIX | Comfort Systems USA Inc | +0.2% | +24.54% | 加仓 |
| 20 | SBS | Cia Saneamento Basico De-adr | +0.1% | +396.74% | 加仓 |
| 21 | RGA | Reinsurance Group Of America | +0.1% | +3.01% | 加仓 |
| 22 | CRS | Carpenter Technology | +0.1% | +10.23% | 加仓 |
| 23 | ACGL | Arch Capital Group Ltd. | +0.1% | -5.13% | 减仓 |
| 24 | SLB | Slb LTD | +0.1% | +777.82% | 加仓 |
| 25 | BIDU | Baidu Inc - Spon Adr | +0.1% | +967.32% | 加仓 |
| 26 | NBIS | Nebius Group N.V. | +0.1% | +264.73% | 加仓 |
| 27 | TPR | Tapestry Inc | +0.1% | +20.36% | 加仓 |
| 28 | BN | Brookfield CORP | +0.1% | +454.36% | 加仓 |
| 29 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | -0.69% | 减仓 |
| 30 | SONY | Sony Group CORP - Sp Adr | +0.1% | +337.56% | 加仓 |
| 31 | CB | Chubb Limited | +0.1% | +332.12% | 加仓 |
| 32 | BABA | Alibaba Group Holding-sp Adr | +0.1% | +347.64% | 加仓 |
| 33 | KSPI | Jsc Kaspi.kz Adr | +0.1% | +130.33% | 加仓 |
| 34 | BZ | Kanzhun LTD - Adr | 0% | +374.68% | 加仓 |
| 35 | AEIS | Advanced Energy Industries | 0% | -2.66% | 减仓 |
| 36 | PDD | Pdd Holdings Inc | 0% | +49.58% | 加仓 |
| 37 | AHR | American Healthcare Reit Inc | 0% | +0.50% | 加仓 |
| 38 | HLN | Haleon Plc-adr | 0% | +70.25% | 加仓 |
| 39 | GENI | Genius Sports Limited | 0% | +510.92% | 加仓 |
| 40 | VIST | Vista Energy Sab De Cv | 0% | -17.81% | 减仓 |
| 41 | NVDA | Nvidia CORP | 0% | +3.13% | 加仓 |
| 42 | UUUU | Energy Fuels Inc | 0% | +80.45% | 加仓 |
| 43 | AXGN | Axogen Inc | 0% | +39.67% | 加仓 |
| 44 | KYMR | Kymera Therapeutics Inc | 0% | +44.86% | 加仓 |
| 45 | GH | Guardant Health Inc | 0% | +57.26% | 加仓 |
| 46 | BOOT | Boot Barn Holdings Inc | 0% | +52.09% | 加仓 |
| 47 | DCO | Ducommun Inc | 0% | -3.93% | 减仓 |
| 48 | RTO | Rentokil Initial Plc-sp Adr | 0% | +30.09% | 加仓 |
| 49 | CHEF | Chefs' Warehouse Inc/the | 0% | -3.56% | 减仓 |
| 50 | MDGL | Madrigal Pharmaceuticals Inc | 0% | +36.55% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Wcm Investment Management, LLC 在 Q1 2026 季度的美股持仓总市值约为 US$551.6亿，共申报了 263 个公开持股仓位。
在 Q1 2026 季度，Wcm Investment Management, LLC 按市值排列的前三大核心持股分别为：TSM (6.7%)、SE (6.0%)、ASML (4.4%)。其中最大持股仓位 TSM 占据整体投资组合约 6.7% 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
MDT
市值: US$9.7亿
本季最大获利了结 / 清仓标的
MNDY
前期市值: US$5.5亿
在 Q1 2026 季度中，Wcm Investment Management, LLC 共进行了 200 项持仓异动，包含新建仓 37 个仓位、加仓 40 个仓位、减仓 98 个仓位以及清仓 25 个仓位。 其中最大新建仓标的为 MDT。 本季清仓仓位包含 MNDY。
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。