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: 0001799425
申报总市值
US$3.7亿
US$3.7亿
42 檔
23.8%
在 Q1 2026 申报期间，WealthBridge Investment Counsel Inc.（CIK: 0001799425）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$3.7亿，共持有 42 个公开申报仓位。
WealthBridge Investment Counsel Inc. 在 Q1 2026 进行了结构性的板块轮动与仓位换股。在开立 1 个全新仓位及加仓 18 档持股的同时，亦同步清仓 1 档并减仓 18 档标的。
在资产配置集中度方面，WealthBridge Investment Counsel Inc. 的前 5 大核心持股（包含 VGK, VWO, GS 等）合计占整体申报市值的 23.8%，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 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 6.93% | -0.41% | +3.08% | |
| 2 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 5.79% | -0.20% | +1.38% | |
| 3 | GS | Goldman Sachs Group Inc | 股票-金融 | 5.38% | +0.06% | -1.68% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 5.23% | -0.18% | -0.83% | |
| 5 | ETN | Eaton Corporation plc | 股票-工业 | 3.86% | +0.17% | -0.66% | |
| 6 | C | Citigroup Inc | 股票-金融 | 3.81% | +0.25% | -0.74% | |
| 7 | V | Visa Inc-class A Shares | 股票-金融 | 3.68% | — | +0.43% | |
| 8 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.66% | +0.03% | +1.24% | |
| 9 | VPL | Vanguard Ftse Pacific ETF | ETF-其他 | 3.66% | +0.29% | +2.85% | |
| 10 | AAPL | Apple Inc | 股票-科技 | 3.29% | — | -0.38% | |
| 11 | FDX | Fedex CORP | 股票-工业 | 3.24% | -0.75% | — | |
| 12 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 3.13% | -0.19% | +1.22% | |
| 13 | LH | Labcorp Holdings Inc | 股票-医疗保健 | 2.85% | -0.22% | +0.53% | |
| 14 | LHX | L3harris Technologies Inc | 股票-工业 | 2.84% | -0.74% | -0.65% | |
| 15 | GILD | Gilead Sciences Inc | 股票-医疗保健 | 2.71% | -0.56% | -0.82% | |
| 16 | NOC | Northrop Grumman CORP | 股票-工业 | 2.59% | -0.89% | -1.74% | |
| 17 | ABBV | Abbvie Inc | 股票-医疗保健 | 2.57% | +0.05% | +0.52% | |
| 18 | MET | Metlife Inc | 股票-金融 | 2.56% | -0.02% | -0.92% | |
| 19 | ORCL | Oracle CORP | 股票-科技 | 2.37% | -0.31% | -1.31% | |
| 20 | MSFT | Microsoft CORP | 股票-科技 | 2.25% | -0.25% | +2.55% | |
| 21 | BA | Boeing Co/the | 股票-工业 | 2.24% | -0.03% | — | |
| 22 | SBUX | Starbucks CORP | 股票-周期性消费 | 2.20% | -0.01% | +0.56% | |
| 23 | MDT | Medtronic plc | 股票-医疗保健 | 2.10% | -0.43% | -0.31% | |
| 24 | ABT | Abbott Laboratories | 股票-医疗保健 | 2.08% | -0.54% | +0.38% | |
| 25 | MU | Micron Technology Inc | 股票-科技 | 1.96% | +2.39% | -54.26% | |
| 26 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.89% | -0.17% | +1.51% | |
| 27 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.87% | -0.49% | -3.50% | |
| 28 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.79% | -0.27% | -4.90% | |
| 29 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.54% | +0.01% | +7.09% | |
| 30 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.53% | +1.56% | +7.52% | |
| 31 | COP | Conocophillips | 股票-能源 | 1.47% | -0.47% | -0.10% | |
| 32 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.38% | -0.11% | -1.82% | |
| 33 | OC | Owens Corning | 股票-工业 | 1.11% | +0.43% | -2.10% | |
| 34 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 1.02% | +0.48% | — | |
| 35 | DHR | Danaher CORP | 股票-医疗保健 | 0.97% | -0.13% | — | |
| 36 | MSCI | Msci Inc | 股票-金融 | 0.74% | +0.05% | -3.22% | |
| 37 | NVDA | Nvidia CORP | 股票-科技 | 0.55% | +0.11% | +16.15% | |
| 38 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.45% | +0.01% | +5.02% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.41% | — | +1.54% | |
| 40 | ADI | Analog Devices Inc | 股票-科技 | 0.12% | +0.30% | — | |
| 41 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.11% | — | +2.14% | |
| 42 | MA | Mastercard Inc - A | 股票-金融 | 0.10% | -0.01% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | FDX | Fedex CORP | +0.7% | — | 不变 |
| 2 | MRK | Merck & Co. Inc. | +0.5% | +1.22% | 加仓 |
| 3 | ETN | Eaton Corporation plc | +0.5% | -0.66% | 减仓 |
| 4 | LHX | L3harris Technologies Inc | +0.5% | -0.65% | 减仓 |
| 5 | COP | Conocophillips | +0.4% | -0.10% | 减仓 |
| 6 | VPL | Vanguard Ftse Pacific ETF | +0.4% | +2.85% | 加仓 |
| 7 | NOC | Northrop Grumman CORP | +0.4% | -1.74% | 减仓 |
| 8 | GILD | Gilead Sciences Inc | +0.3% | -0.82% | 减仓 |
| 9 | VZ | Verizon Communications Inc | +0.3% | -3.50% | 减仓 |
| 10 | LH | Labcorp Holdings Inc | +0.2% | +0.53% | 加仓 |
| 11 | VGK | Vanguard Ftse Europe ETF | +0.2% | +3.08% | 加仓 |
| 12 | VWO | Vanguard Ftse Emerging Marke | +0.2% | +1.38% | 加仓 |
| 13 | SBUX | Starbucks CORP | +0.2% | +0.56% | 加仓 |
| 14 | KO | Coca-cola Co/the | +0.1% | -1.82% | 减仓 |
| 15 | SMH | Vaneck Semiconductor ETF | +0.1% | — | 不变 |
| 16 | NVDA | Nvidia CORP | +0.1% | +16.15% | 加仓 |
| 17 | VEU | Vanguard Ftse All-world Ex-u | 0% | +5.02% | 加仓 |
| 18 | ADI | Analog Devices Inc | 0% | — | 不变 |
| 19 | IWM | Ishares Russell 2000 ETF | 0% | +2.14% | 加仓 |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | +1.54% | 加仓 |
| 21 | MA | Mastercard Inc - A | 0% | — | 不变 |
| 22 | OC | Owens Corning | -0.1% | -2.10% | 减仓 |
| 23 | MSCI | Msci Inc | -0.1% | -3.22% | 减仓 |
| 24 | ABBV | Abbvie Inc | -0.1% | +0.52% | 加仓 |
| 25 | PANW | Palo Alto Networks Inc | -0.1% | +7.52% | 加仓 |
| 26 | C | Citigroup Inc | -0.1% | -0.74% | 减仓 |
| 27 | META | Meta Platforms Inc-class A | -0.1% | +7.09% | 加仓 |
| 28 | DHR | Danaher CORP | -0.2% | — | 不变 |
| 29 | AAPL | Apple Inc | -0.2% | -0.38% | 减仓 |
| 30 | MDT | Medtronic plc | -0.2% | -0.31% | 减仓 |
| 31 | GS | Goldman Sachs Group Inc | -0.2% | -1.68% | 减仓 |
| 32 | TMO | Thermo Fisher Scientific Inc | -0.3% | +1.51% | 加仓 |
| 33 | MET | Metlife Inc | -0.3% | -0.92% | 减仓 |
| 34 | AMZN | Amazon.com Inc | -0.3% | +1.24% | 加仓 |
| 35 | DIS | Walt Disney Co/the | -0.4% | -4.90% | 减仓 |
| 36 | ABT | Abbott Laboratories | -0.4% | +0.38% | 加仓 |
| 37 | JPM | Jpmorgan Chase & Co | -0.5% | -0.83% | 减仓 |
| 38 | V | Visa Inc-class A Shares | -0.5% | +0.43% | 加仓 |
| 39 | MSFT | Microsoft CORP | -0.6% | +2.55% | 加仓 |
| 40 | ORCL | Oracle CORP | -0.8% | -1.31% | 减仓 |
| 41 | MU | Micron Technology Inc | -1.6% | -54.26% | 减仓 |
| 42 | BA | Boeing Co/the | — | NEW | 新建仓 |
| 43 | ADBE | Adobe Inc | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，WealthBridge Investment Counsel Inc. 在 Q1 2026 季度的美股持仓总市值约为 US$3.7亿，共申报了 42 个公开持股仓位。
在 Q1 2026 季度，WealthBridge Investment Counsel Inc. 按市值排列的前三大核心持股分别为：VGK (6.9%)、VWO (5.8%)、GS (5.4%)。其中最大持股仓位 VGK 占据整体投资组合约 6.9% 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
BA
市值: US$734.4万
本季最大获利了结 / 清仓标的
ADBE
前期市值: US$233.4万
在 Q1 2026 季度中，WealthBridge Investment Counsel Inc. 共进行了 38 项持仓异动，包含新建仓 1 个仓位、加仓 18 个仓位、减仓 18 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 BA。 本季清仓仓位包含 ADBE。
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。