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$14.2亿
US$14.2亿
188 檔
39.2%
Q2 2026 季度申报显示，Weatherly Asset Management L. P. 披露的美股组合总市值为 US$14.2亿，涵盖 188 个不同之权益投资仓位。
在 Q2 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 96 个仓位并完全清仓 9 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 39.2%，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 | 23.19% | -1.13% | -0.52% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 6.46% | +0.74% | -3.16% | |
| 3 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.63% | +0.09% | -2.09% | |
| 4 | PANW | Palo Alto Networks Inc | 股票-科技 | 3.25% | +0.28% | -3.75% | |
| 5 | FBND | Fidelity Total Bond ETF | ETF-其他 | 3.01% | -0.23% | +3.17% | |
| 6 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 2.64% | +0.10% | +0.12% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.53% | +0.90% | -3.47% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.51% | -0.13% | -1.94% | |
| 9 | NFLX | Netflix Inc | 股票-通信服务 | 1.96% | -0.09% | -3.29% | |
| 10 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.96% | +0.05% | +3.47% | |
| 11 | ASML | ASML Holding N.V. | 股票-科技 | 1.95% | -0.20% | -0.85% | |
| 12 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 1.93% | +0.04% | +2.47% | |
| 13 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 1.91% | +0.08% | +3.41% | |
| 14 | CGW | Invesco S&p Global Water Ind | ETF-其他 | 1.88% | -0.12% | -0.52% | |
| 15 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.83% | -0.01% | -2.06% | |
| 16 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.80% | -0.07% | -1.29% | |
| 17 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 1.77% | -0.02% | -0.39% | |
| 18 | WM | Waste Management Inc | 股票-工业 | 1.76% | -0.16% | -1.28% | |
| 19 | NVDA | Nvidia CORP | 股票-科技 | 1.72% | +0.17% | -6.76% | |
| 20 | FHLC | Fidelity Msci Health Care | ETF-其他 | 1.72% | +0.16% | +2.22% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 1.30% | +0.05% | -0.64% | |
| 22 | GLW | Corning Inc | 股票-科技 | 1.22% | -0.51% | -8.47% | |
| 23 | FTNT | Fortinet Inc | 股票-科技 | 1.15% | +0.12% | -3.81% | |
| 24 | ANET | Arista Networks Inc | 股票-科技 | 0.93% | +0.14% | -1.57% | |
| 25 | HD | Home Depot Inc | 股票-周期性消费 | 0.93% | -0.19% | -1.54% | |
| 26 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.88% | +0.01% | +1.83% | |
| 27 | GD | General Dynamics CORP | 股票-工业 | 0.81% | -0.06% | -2.25% | |
| 28 | KO | Coca-cola Co/the | 股票-非周期性消费 | 0.74% | +0.06% | +4.27% | |
| 29 | DLR | Digital Realty Trust Inc | 股票-房地产 | 0.70% | — | +0.35% | |
| 30 | DE | Deere & Co | 股票-工业 | 0.69% | +0.04% | -0.40% | |
| 31 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.62% | -0.04% | -2.33% | |
| 32 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.58% | +0.01% | +0.88% | |
| 33 | WMT | Walmart Inc | 股票-非周期性消费 | 0.57% | -0.06% | +0.32% | |
| 34 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.54% | -0.05% | -5.81% | |
| 35 | LRCX | Lam Research CORP | 股票-科技 | 0.54% | -0.15% | -3.83% | |
| 36 | COP | Conocophillips | 股票-能源 | 0.53% | +0.10% | +1.17% | |
| 37 | LMT | Lockheed Martin CORP | 股票-工业 | 0.51% | -0.01% | +0.11% | |
| 38 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.49% | -0.02% | -2.72% | |
| 39 | CAT | Caterpillar Inc | 股票-工业 | 0.47% | -0.12% | +4.35% | |
| 40 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.45% | +0.02% | -1.32% | |
| 41 | AVGO | Broadcom Inc | 股票-科技 | 0.44% | -0.01% | +1.94% | |
| 42 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.44% | +0.12% | +2.60% | |
| 43 | APH | Amphenol Corp-cl A | 股票-科技 | 0.42% | -0.03% | -1.84% | |
| 44 | CSCO | Cisco Systems Inc | 股票-科技 | 0.42% | -0.04% | -2.09% | |
| 45 | ROK | Rockwell Automation Inc | 股票-工业 | 0.39% | -0.05% | -3.46% | |
| 46 | TT | Trane Technologies plc | 股票-工业 | 0.39% | -0.04% | -5.08% | |
| 47 | RTX | Rtx CORP | 股票-工业 | 0.39% | -0.01% | +2.69% | |
| 48 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.37% | +0.01% | -2.76% | |
| 49 | SHEL | Shell Plc-adr | 股票-能源 | 0.37% | +0.08% | +1.43% | |
| 50 | EQIX | Equinix Inc | 股票-房地产 | 0.37% | -0.01% | +2.40% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | +2.9% | -0.52% | 减仓 |
| 2 | PANW | Palo Alto Networks Inc | +1.5% | -3.75% | 减仓 |
| 3 | ASML | ASML Holding N.V. | +0.5% | -0.85% | 减仓 |
| 4 | FTNT | Fortinet Inc | +0.4% | -3.81% | 减仓 |
| 5 | GLW | Corning Inc | +0.4% | -8.47% | 减仓 |
| 6 | LRCX | Lam Research CORP | +0.2% | -3.83% | 减仓 |
| 7 | INTC | Intel CORP | +0.2% | +9.60% | 加仓 |
| 8 | GOOGL | Alphabet Inc-cl A | +0.2% | -1.94% | 减仓 |
| 9 | ANET | Arista Networks Inc | +0.2% | -1.57% | 减仓 |
| 10 | XBI | Ss Spdr S&p Biotech ETF | +0.1% | -0.39% | 减仓 |
| 11 | CAT | Caterpillar Inc | +0.1% | +4.35% | 加仓 |
| 12 | SNDK | Sandisk CORP | +0.1% | -9.48% | 减仓 |
| 13 | CSCO | Cisco Systems Inc | +0.1% | -2.09% | 减仓 |
| 14 | APH | Amphenol Corp-cl A | +0.1% | -1.84% | 减仓 |
| 15 | WDC | Western Digital CORP | +0.1% | — | 不变 |
| 16 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | — | 不变 |
| 17 | ROK | Rockwell Automation Inc | +0.1% | -3.46% | 减仓 |
| 18 | MU | Micron Technology Inc | +0.1% | -6.48% | 减仓 |
| 19 | ✓ | +0.1% | NEW | 新建仓 | |
| 20 | ✓ | +0.1% | NEW | 新建仓 | |
| 21 | ✓ | +0.1% | NEW | 新建仓 | |
| 22 | GOOG | Alphabet Inc-cl C | 0% | -2.33% | 减仓 |
| 23 | QCOM | Qualcomm Inc | 0% | -6.86% | 减仓 |
| 24 | AVGO | Broadcom Inc | 0% | +1.94% | 加仓 |
| 25 | QQQ | Invesco Qqq Trust Series 1 | 0% | -0.73% | 减仓 |
| 26 | AMD | Advanced Micro Devices | 0% | — | 不变 |
| 27 | LIN | Linde plc | 0% | +102.01% | 加仓 |
| 28 | AMAT | Applied Materials Inc | 0% | -5.27% | 减仓 |
| 29 | GEV | GE Vernova Inc | 0% | NEW | 新建仓 |
| 30 | CMI | Cummins Inc | 0% | NEW | 新建仓 |
| 31 | GS | Goldman Sachs Group Inc | 0% | NEW | 新建仓 |
| 32 | BHE | Benchmark Electronics Inc | 0% | NEW | 新建仓 |
| 33 | ZS | Zscaler Inc | 0% | +15.27% | 加仓 |
| 34 | ABBV | Abbvie Inc | 0% | -0.33% | 减仓 |
| 35 | CVS | Cvs Health CORP | 0% | -2.02% | 减仓 |
| 36 | CGGO | Cap Group Global Growth | 0% | — | 不变 |
| 37 | IMVP | Invesco India Exchange-trade | 0% | +29.32% | 加仓 |
| 38 | DDOG | Datadog Inc - Class A | 0% | NEW | 新建仓 |
| 39 | VHT | Vanguard Health Care ETF | 0% | NEW | 新建仓 |
| 40 | IUSG | Ishares Core S&p U.s. Growth | 0% | NEW | 新建仓 |
| 41 | CAH | Cardinal Health Inc | 0% | NEW | 新建仓 |
| 42 | TSM | Taiwan Semiconductor-sp Adr | 0% | -1.85% | 减仓 |
| 43 | AMTM | Amentum Holdings Inc | 0% | +92.47% | 加仓 |
| 44 | MS | Morgan Stanley | 0% | — | 不变 |
| 45 | CZFS | Citizens Financial Services | 0% | — | 不变 |
| 46 | DE | Deere & Co | — | -0.40% | 减仓 |
| 47 | TSLA | Tesla Inc | — | -0.52% | 减仓 |
| 48 | IVV | Ishares Core S&p 500 ETF | — | — | 不变 |
| 49 | IWR | Ishares Russell Mid-cap ETF | — | -0.07% | 减仓 |
| 50 | AMGN | Amgen Inc | — | +17.42% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Weatherly Asset Management L. P. 在 Q2 2026 季度的美股持仓总市值约为 US$14.2亿，共申报了 188 个公开持股仓位。
在 Q2 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 (23.2%)、AAPL (6.5%)、AMZN (3.6%)。其中最大持股仓位 LLY 占据整体投资组合约 23.2% 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
市值: US$76.6万
本季最大获利了结 / 清仓标的
HON
前期市值: US$154.8万
在 Q2 2026 季度中，Weatherly Asset Management L. P. 共进行了 149 项持仓异动，包含新建仓 11 个仓位、加仓 33 个仓位、减仓 96 个仓位以及清仓 9 个仓位。 其中最大新建仓标的为 。 本季清仓仓位包含 HON。
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。