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: 0000934745
申报总市值
US$14.0亿
US$14.0亿
186 檔
32.6%
根据最新整理的 13F 季度数据集，Weatherly Asset Management L. P. 于 Q1 2026 结束时的管理资产规模为 US$14.0亿。该机构在本季度申报了 186 档美股持仓，呈现出该时期的主要投资地图。
在 Q1 2026，Weatherly Asset Management L. P. 展现出较为审慎的避险与获利了结姿态。本季共减仓 82 个仓位并完全清仓 8 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，Weatherly Asset Management L. P. 的前 5 大核心持股（包含 LLY, AAPL, AMZN 等）合计占整体申报市值的 32.6%，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 | LLY | Eli Lilly & Co | 股票-医疗保健 | 20.31% | +2.88% | -0.38% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 6.65% | -0.19% | -2.23% | |
| 3 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.69% | -0.06% | -2.12% | |
| 4 | FBND | Fidelity Total Bond ETF | ETF-其他 | 3.33% | -0.32% | +1.80% | |
| 5 | NFLX | Netflix Inc | 股票-通信服务 | 3.10% | -1.14% | -0.72% | |
| 6 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 3.00% | -0.36% | +2.68% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.96% | -0.43% | -0.04% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.34% | +0.17% | -1.70% | |
| 9 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.21% | -0.41% | -2.01% | |
| 10 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 2.15% | -0.19% | +2.78% | |
| 11 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 2.11% | -0.20% | +4.19% | |
| 12 | WM | Waste Management Inc | 股票-工业 | 2.09% | -0.33% | -0.04% | |
| 13 | CGW | Invesco S&p Global Water Ind | ETF-其他 | 2.08% | -0.20% | -0.02% | |
| 14 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 2.03% | -0.09% | +1.33% | |
| 15 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.84% | -0.01% | +1.05% | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 1.83% | -0.11% | -2.23% | |
| 17 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.80% | +1.45% | +311.82% | |
| 18 | FHLC | Fidelity Msci Health Care | ETF-其他 | 1.74% | -0.02% | +2.89% | |
| 19 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 1.63% | +0.14% | -0.08% | |
| 20 | ASML | ASML Holding N.V. | 股票-科技 | 1.48% | +0.47% | +2.52% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 1.31% | -0.01% | -0.89% | |
| 22 | HD | Home Depot Inc | 股票-周期性消费 | 1.00% | -0.07% | -0.20% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.97% | -0.09% | +2.55% | |
| 24 | GD | General Dynamics CORP | 股票-工业 | 0.91% | -0.10% | -2.46% | |
| 25 | GLW | Corning Inc | 股票-科技 | 0.81% | +0.41% | -3.05% | |
| 26 | DLR | Digital Realty Trust Inc | 股票-房地产 | 0.79% | -0.09% | +6.74% | |
| 27 | ANET | Arista Networks Inc | 股票-科技 | 0.78% | +0.15% | -0.85% | |
| 28 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.75% | -0.01% | +1.78% | |
| 29 | COP | Conocophillips | 股票-能源 | 0.75% | -0.22% | +1.52% | |
| 30 | FTNT | Fortinet Inc | 股票-科技 | 0.72% | +0.43% | — | |
| 31 | WMT | Walmart Inc | 股票-非周期性消费 | 0.71% | -0.14% | +7.95% | |
| 32 | DE | Deere & Co | 股票-工业 | 0.69% | — | -0.16% | |
| 33 | LMT | Lockheed Martin CORP | 股票-工业 | 0.69% | -0.18% | -0.57% | |
| 34 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.61% | -0.16% | -0.36% | |
| 35 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.60% | -0.02% | +9.06% | |
| 36 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.58% | +0.04% | -2.23% | |
| 37 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.57% | -0.03% | -4.11% | |
| 38 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.55% | -0.06% | -3.74% | |
| 39 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.50% | -0.06% | +1.36% | |
| 40 | SHEL | Shell Plc-adr | 股票-能源 | 0.50% | -0.13% | +0.83% | |
| 41 | MCK | Mckesson CORP | 股票-医疗保健 | 0.47% | -0.12% | +0.03% | |
| 42 | ADBE | Adobe Inc | 股票-科技 | 0.44% | -0.13% | -3.51% | |
| 43 | RTX | Rtx CORP | 股票-工业 | 0.43% | -0.04% | +3.20% | |
| 44 | TTE | TotalEnergies SE | 股票-其他 | 0.43% | -0.11% | -0.24% | |
| 45 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.43% | -0.06% | -1.23% | |
| 46 | AVGO | Broadcom Inc | 股票-科技 | 0.41% | +0.03% | +4.00% | |
| 47 | TT | Trane Technologies plc | 股票-工业 | 0.40% | -0.01% | -0.68% | |
| 48 | CVX | Chevron CORP | 股票-能源 | 0.39% | -0.12% | -1.15% | |
| 49 | EQIX | Equinix Inc | 股票-房地产 | 0.38% | -0.01% | -4.26% | |
| 50 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.37% | -0.07% | -0.08% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | PANW | Palo Alto Networks Inc | +1.3% | +311.82% | 加仓 |
| 2 | ASML | ASML Holding N.V. | +0.4% | +2.52% | 加仓 |
| 3 | COST | Costco Wholesale CORP | +0.4% | -2.01% | 减仓 |
| 4 | GLW | Corning Inc | +0.3% | -3.05% | 减仓 |
| 5 | COP | Conocophillips | +0.3% | +1.52% | 加仓 |
| 6 | JMST | JPM Ultra-short Muni Income | +0.2% | +2.68% | 加仓 |
| 7 | NFLX | Netflix Inc | +0.2% | -0.72% | 减仓 |
| 8 | WM | Waste Management Inc | +0.2% | -0.04% | 减仓 |
| 9 | FBND | Fidelity Total Bond ETF | +0.2% | +1.80% | 加仓 |
| 10 | DLR | Digital Realty Trust Inc | +0.2% | +6.74% | 加仓 |
| 11 | LMT | Lockheed Martin CORP | +0.2% | -0.57% | 减仓 |
| 12 | TOTL | Ss Doubleline Tr Tact ETF | +0.2% | +4.19% | 加仓 |
| 13 | WMT | Walmart Inc | +0.2% | +7.95% | 加仓 |
| 14 | XBI | Ss Spdr S&p Biotech ETF | +0.2% | -0.08% | 减仓 |
| 15 | JPST | Jpmorgan Ultra-short Income | +0.2% | +2.78% | 加仓 |
| 16 | TTE | TotalEnergies SE | +0.1% | -0.24% | 减仓 |
| 17 | DE | Deere & Co | +0.1% | -0.16% | 减仓 |
| 18 | SHEL | Shell Plc-adr | +0.1% | +0.83% | 加仓 |
| 19 | CGW | Invesco S&p Global Water Ind | +0.1% | -0.02% | 减仓 |
| 20 | CVX | Chevron CORP | +0.1% | -1.15% | 减仓 |
| 21 | KO | Coca-cola Co/the | +0.1% | +1.78% | 加仓 |
| 22 | JNJ | Johnson & Johnson | +0.1% | -3.74% | 减仓 |
| 23 | IXUS | Ishares Core Intl Stock ETF | +0.1% | +9.06% | 加仓 |
| 24 | EQIX | Equinix Inc | +0.1% | -4.26% | 减仓 |
| 25 | FDX | Fedex CORP | +0.1% | +2.86% | 加仓 |
| 26 | CAT | Caterpillar Inc | +0.1% | -0.95% | 减仓 |
| 27 | NEE | Nextera Energy Inc | +0.1% | -0.08% | 减仓 |
| 28 | GLD | Spdr Gold Shares | +0.1% | -0.36% | 减仓 |
| 29 | PG | Procter & Gamble Co/the | +0.1% | +2.55% | 加仓 |
| 30 | NTR | Nutrien LTD | +0.1% | -0.94% | 减仓 |
| 31 | LRCX | Lam Research CORP | +0.1% | -7.05% | 减仓 |
| 32 | VIGI | Vanguard Int Div App Indx Fd | +0.1% | +1.33% | 加仓 |
| 33 | ADM | Archer-daniels-midland Co | +0.1% | -0.54% | 减仓 |
| 34 | RTX | Rtx CORP | +0.1% | +3.20% | 加仓 |
| 35 | VZ | Verizon Communications Inc | +0.1% | -6.10% | 减仓 |
| 36 | TT | Trane Technologies plc | +0.1% | -0.68% | 减仓 |
| 37 | FTNT | Fortinet Inc | +0.1% | — | 不变 |
| 38 | FHLC | Fidelity Msci Health Care | 0% | +2.89% | 加仓 |
| 39 | XOM | Exxon Mobil CORP | 0% | +4.98% | 加仓 |
| 40 | SNDK | Sandisk CORP | 0% | -2.05% | 减仓 |
| 41 | MCK | Mckesson CORP | 0% | +0.03% | 加仓 |
| 42 | GD | General Dynamics CORP | 0% | -2.46% | 减仓 |
| 43 | ITOT | Ishares Core S&p Total U.s. | 0% | +1.05% | 加仓 |
| 44 | WDC | Western Digital CORP | 0% | -1.71% | 减仓 |
| 45 | TGT | Target CORP | 0% | -4.11% | 减仓 |
| 46 | PSX | Phillips 66 | 0% | — | 不变 |
| 47 | HON | Honeywell International Inc | 0% | — | 不变 |
| 48 | DGX | Quest Diagnostics Inc | 0% | -2.93% | 减仓 |
| 49 | SBUX | Starbucks CORP | 0% | -4.11% | 减仓 |
| 50 | FCX | Freeport-mcmoran Inc | 0% | -0.14% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Weatherly Asset Management L. P. 在 Q1 2026 季度的美股持仓总市值约为 US$14.0亿，共申报了 186 个公开持股仓位。
在 Q1 2026 季度，Weatherly Asset Management L. P. 按市值排列的前三大核心持股分别为：LLY (20.3%)、AAPL (6.7%)、AMZN (3.7%)。其中最大持股仓位 LLY 占据整体投资组合约 20.3% 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
ATEC
市值: US$41.7万
本季最大获利了结 / 清仓标的
CYBERARK SOFTWARE LTD. CMN
前期市值: US$2181.4万
在 Q1 2026 季度中，Weatherly Asset Management L. P. 共进行了 152 项持仓异动，包含新建仓 4 个仓位、加仓 58 个仓位、减仓 82 个仓位以及清仓 8 个仓位。 其中最大新建仓标的为 ATEC。 本季清仓仓位包含 CYBERARK SOFTWARE LTD. CMN。
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。