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。
AlphaSMO 权威研究指南阅读专题
CIK: 0000878228
申报总市值
US$9.6亿
US$9.6亿
155 檔
29.8%
在 Q2 2026 申报期间，Wendell David Associates Inc（CIK: 0000878228）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$9.6亿，共持有 155 个公开申报仓位。
在 Q2 2026，Wendell David Associates Inc 展现出较为审慎的避险与获利了结姿态。本季共减仓 70 个仓位并完全清仓 3 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，Wendell David Associates Inc 的前 5 大核心持股（包含 AAPL, MA, TJX 等）合计占整体申报市值的 29.8%，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 | AAPL | Apple Inc | 股票-科技 | 7.77% | +0.76% | +0.72% | |
| 2 | MA | Mastercard Inc - A | 股票-金融 | 5.88% | +0.13% | +0.76% | |
| 3 | TJX | Tjx Companies Inc | 股票-周期性消费 | 5.76% | -0.96% | -0.06% | |
| 4 | LLY | Eli Lilly & Co | 股票-医疗保健 | 5.63% | -0.23% | +1.35% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 5.16% | +1.78% | -0.40% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.16% | -0.24% | -1.64% | |
| 7 | ADP | Automatic Data Processing | 股票-科技 | 4.09% | +0.44% | +0.02% | |
| 8 | SYK | Stryker CORP | 股票-医疗保健 | 3.71% | -0.57% | +0.11% | |
| 9 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.70% | +0.04% | -0.10% | |
| 10 | ABBV | Abbvie Inc | 股票-医疗保健 | 2.56% | +0.01% | +0.77% | |
| 11 | NEE | Nextera Energy Inc | 股票-公用事业 | 2.30% | -0.33% | -0.74% | |
| 12 | ECL | Ecolab Inc | 股票-原材料 | 2.21% | -0.14% | +4.10% | |
| 13 | MPC | Marathon Petroleum CORP | 股票-能源 | 2.06% | +1.27% | -0.59% | |
| 14 | MCD | Mcdonald's CORP | 股票-周期性消费 | 2.04% | -0.36% | -0.24% | |
| 15 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.94% | +0.06% | -3.75% | |
| 16 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.76% | -0.07% | -0.80% | |
| 17 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.44% | +0.06% | +0.00% | |
| 18 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.36% | -0.04% | -0.22% | |
| 19 | WSO | Watsco Inc | 股票-工业 | 1.33% | -0.65% | -1.82% | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 1.33% | +0.23% | +0.44% | |
| 21 | CHD | Church & Dwight Co Inc | 股票-非周期性消费 | 1.22% | -0.08% | -11.74% | |
| 22 | APH | Amphenol Corp-cl A | 股票-科技 | 1.14% | -0.03% | +8.33% | |
| 23 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.12% | +0.09% | +6.21% | |
| 24 | INTU | Intuit Inc | 股票-科技 | 1.07% | +0.06% | -2.11% | |
| 25 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.03% | -0.21% | -0.93% | |
| 26 | BR | Broadridge Financial Solutio | 股票-科技 | 1.01% | +0.13% | -19.37% | |
| 27 | WMT | Walmart Inc | 股票-非周期性消费 | 0.93% | -0.20% | — | |
| 28 | DHR | Danaher CORP | 股票-医疗保健 | 0.91% | +0.13% | -1.79% | |
| 29 | HD | Home Depot Inc | 股票-周期性消费 | 0.89% | -0.25% | -3.36% | |
| 30 | RTX | Rtx CORP | 股票-工业 | 0.87% | -0.05% | — | |
| 31 | SHW | Sherwin-williams Co/the | 股票-原材料 | 0.79% | -0.06% | -3.10% | |
| 32 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.77% | +0.08% | — | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.74% | -0.03% | -3.89% | |
| 34 | CL | Colgate-palmolive Co | 股票-非周期性消费 | 0.71% | -0.11% | +1.96% | |
| 35 | CASY | Casey's General Stores Inc | 股票-周期性消费 | 0.71% | -0.17% | -0.17% | |
| 36 | V | Visa Inc-class A Shares | 股票-金融 | 0.66% | -0.01% | -1.62% | |
| 37 | IDXX | Idexx Laboratories Inc | 股票-医疗保健 | 0.63% | -0.03% | +2.67% | |
| 38 | QCOM | Qualcomm Inc | 股票-科技 | 0.63% | -0.03% | -5.29% | |
| 39 | CSCO | Cisco Systems Inc | 股票-科技 | 0.58% | -0.06% | -0.01% | |
| 40 | GWW | Ww Grainger Inc | 股票-工业 | 0.56% | +0.11% | +3.41% | |
| 41 | ADI | Analog Devices Inc | 股票-科技 | 0.55% | -0.01% | — | |
| 42 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非周期性消费 | 0.54% | -0.13% | -22.26% | |
| 43 | SYY | Sysco CORP | 股票-非周期性消费 | 0.52% | -0.04% | -1.00% | |
| 44 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 0.51% | -0.07% | +0.38% | |
| 45 | EMR | Emerson Electric Co | 股票-工业 | 0.50% | +0.04% | — | |
| 46 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.50% | +0.02% | -2.38% | |
| 47 | APD | Air Products & Chemicals Inc | 股票-原材料 | 0.48% | -0.03% | -0.76% | |
| 48 | DE | Deere & Co | 股票-工业 | 0.46% | +0.01% | — | |
| 49 | VEEV | Veeva Systems Inc-class A | 股票-医疗保健 | 0.45% | +0.20% | -10.69% | |
| 50 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.45% | -0.08% | -0.46% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | +1.2% | +1.35% | 加仓 |
| 2 | AAPL | Apple Inc | +0.8% | +0.72% | 加仓 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.7% | -1.64% | 减仓 |
| 4 | APH | Amphenol Corp-cl A | +0.4% | +8.33% | 加仓 |
| 5 | ABBV | Abbvie Inc | +0.3% | +0.77% | 加仓 |
| 6 | ADP | Automatic Data Processing | +0.3% | +0.02% | 加仓 |
| 7 | CSCO | Cisco Systems Inc | +0.2% | -0.01% | 减仓 |
| 8 | AMZN | Amazon.com Inc | +0.2% | +6.21% | 加仓 |
| 9 | ✓ | +0.2% | NEW | 新建仓 | |
| 10 | QCOM | Qualcomm Inc | +0.2% | -5.29% | 减仓 |
| 11 | NVDA | Nvidia CORP | +0.2% | +37.19% | 加仓 |
| 12 | ECL | Ecolab Inc | +0.1% | +4.10% | 加仓 |
| 13 | HEI | Heico CORP | +0.1% | +8.93% | 加仓 |
| 14 | WSO | Watsco Inc | +0.1% | -1.82% | 减仓 |
| 15 | GWW | Ww Grainger Inc | +0.1% | +3.41% | 加仓 |
| 16 | ADI | Analog Devices Inc | +0.1% | — | 不变 |
| 17 | NVO | Novo-nordisk A/s-spons Adr | +0.1% | — | 不变 |
| 18 | KO | Coca-cola Co/the | +0.1% | +0.00% | 加仓 |
| 19 | SYY | Sysco CORP | +0.1% | -1.00% | 减仓 |
| 20 | V | Visa Inc-class A Shares | +0.1% | -1.62% | 减仓 |
| 21 | CL | Colgate-palmolive Co | +0.1% | +1.96% | 加仓 |
| 22 | MRVL | Marvell Technology Inc | +0.1% | NEW | 新建仓 |
| 23 | CAT | Caterpillar Inc | +0.1% | — | 不变 |
| 24 | INTC | Intel CORP | +0.1% | NEW | 新建仓 |
| 25 | CASY | Casey's General Stores Inc | 0% | -0.17% | 减仓 |
| 26 | DE | Deere & Co | 0% | — | 不变 |
| 27 | SNPS | Synopsys Inc | 0% | +2.23% | 加仓 |
| 28 | HPE | Hewlett Packard Enterprise | 0% | — | 不变 |
| 29 | PANW | Palo Alto Networks Inc | 0% | -22.69% | 减仓 |
| 30 | SBGSY | Schneider Elect Se-unsp Adr | 0% | NEW | 新建仓 |
| 31 | MA | Mastercard Inc - A | 0% | +0.76% | 加仓 |
| 32 | MRK | Merck & Co. Inc. | 0% | — | 不变 |
| 33 | GLW | Corning Inc | 0% | — | 不变 |
| 34 | GOOG | Alphabet Inc-cl C | 0% | +3.07% | 加仓 |
| 35 | JNJ | Johnson & Johnson | 0% | -0.10% | 减仓 |
| 36 | MPC | Marathon Petroleum CORP | 0% | -0.59% | 减仓 |
| 37 | EMR | Emerson Electric Co | 0% | — | 不变 |
| 38 | IBM | Intl Business Machines CORP | 0% | -0.27% | 减仓 |
| 39 | UNP | Union Pacific CORP | 0% | — | 不变 |
| 40 | CARR | Carrier Global CORP | 0% | -0.93% | 减仓 |
| 41 | DKS | Dick's Sporting Goods Inc | 0% | -2.37% | 减仓 |
| 42 | TECH | Bio-techne CORP | 0% | NEW | 新建仓 |
| 43 | AMAT | Applied Materials Inc | 0% | NEW | 新建仓 |
| 44 | EBAY | Ebay Inc | 0% | NEW | 新建仓 |
| 45 | BCPC | Balchem CORP | 0% | +11.02% | 加仓 |
| 46 | PPG | Ppg Industries Inc | 0% | — | 不变 |
| 47 | FBIN | Fortune Brands Innovations I | 0% | — | 不变 |
| 48 | HD | Home Depot Inc | 0% | -3.36% | 减仓 |
| 49 | FDS | Factset Research Systems Inc | 0% | -0.62% | 减仓 |
| 50 | WSM | Williams-sonoma Inc | 0% | — | 不变 |
根据 SEC 官方 Form 13F 申报备案，Wendell David Associates Inc 在 Q2 2026 季度的美股持仓总市值约为 US$9.6亿，共申报了 155 个公开持股仓位。
在 Q2 2026 季度，Wendell David Associates Inc 按市值排列的前三大核心持股分别为：AAPL (7.8%)、MA (5.9%)、TJX (5.8%)。其中最大持股仓位 AAPL 占据整体投资组合约 7.8% 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$151.0万
本季最大获利了结 / 清仓标的
ZTS
前期市值: US$53.6万
在 Q2 2026 季度中，Wendell David Associates Inc 共进行了 101 项持仓异动，包含新建仓 7 个仓位、加仓 21 个仓位、减仓 70 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 。 本季清仓仓位包含 ZTS。
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。