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: 0001971029
申报总市值
US$8.2亿
US$8.2亿
278 檔
32.0%
截至 Q1 2026 季度末，Werba Rubin Papier Wealth Management 的美股持仓估值约为 US$8.2亿，全数申报仓位共有 278 档。
在 Q1 2026，Werba Rubin Papier Wealth Management 操作展现出积极扩展与加仓意向。本季共新建仓 68 个新仓位，并对 80 个既有持股进行加仓（合计增持 148 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Werba Rubin Papier Wealth Management 的前 5 大核心持股（包含 AVUS, AVDE, AVUV 等）合计占整体申报市值的 32.0%，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 278 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 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 11.35% | +0.58% | — | |
| 2 | AVDE | Avantis International Equity | ETF-其他 | 9.87% | -0.38% | — | |
| 3 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 6.66% | +0.02% | — | |
| 4 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 4.55% | -0.31% | — | |
| 5 | AAPL | Apple Inc | 股票-科技 | 4.24% | -0.12% | — | |
| 6 | BND | Vanguard Total Bond Market | ETF-其他 | 4.17% | -0.34% | +12.71% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 3.25% | -0.43% | +0.38% | |
| 8 | VTV | Vanguard Value ETF | ETF-其他 | 3.11% | +0.13% | +3.56% | |
| 9 | VUG | Vanguard Growth ETF | ETF-其他 | 2.77% | +0.33% | +4.89% | |
| 10 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 2.29% | -0.33% | +20.68% | |
| 11 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 2.22% | +0.24% | — | |
| 12 | SCHQ | Schwab Long-term US Treasury | ETF-政府公债 | 2.10% | -0.33% | -0.84% | |
| 13 | DFIV | Dimensional International Va | ETF-其他 | 1.76% | -0.13% | -0.78% | |
| 14 | DFSD | Dimensional Short Duration | ETF-其他 | 1.73% | -0.13% | +17.27% | |
| 15 | AVSF | Avantis Short-term Fixed Inc | ETF-其他 | 1.32% | -0.07% | — | |
| 16 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 1.25% | -0.02% | -0.85% | |
| 17 | DFAI | Dimensional International Co | ETF-其他 | 1.19% | — | +15.19% | |
| 18 | CGCB | Cap Group Core Bond | ETF-其他 | 1.04% | -0.04% | -4.52% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.87% | -0.12% | +7.18% | |
| 20 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.83% | +0.03% | +3.20% | |
| 21 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 0.82% | +0.06% | +4.35% | |
| 22 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.75% | — | +2.62% | |
| 23 | PRCT | Procept Biorobotics CORP | 股票-其他 | 0.73% | -0.15% | — | |
| 24 | AVLV | Avantis US Large Cap Value | ETF-大型股与成长 | 0.71% | -0.03% | — | |
| 25 | VSDB | Vanguard Short Dur Bond ETF | ETF-其他 | 0.71% | +0.15% | +637.25% | |
| 26 | MSFT | Microsoft CORP | 股票-科技 | 0.70% | -0.11% | +8.13% | |
| 27 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.64% | -0.23% | +7.58% | |
| 28 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.63% | +0.03% | +7.46% | |
| 29 | AVIG | Avantis Core Fixed Income | ETF-其他 | 0.60% | +0.17% | — | |
| 30 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.58% | +0.14% | +3.12% | |
| 31 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.57% | — | — | |
| 32 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 0.56% | — | -2.11% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.56% | +0.01% | +3.17% | |
| 34 | BITW | Bitwise 10 Crypto Index ETF | ETF-加密货币 | 0.54% | -0.19% | — | |
| 35 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.51% | +0.01% | +1.80% | |
| 36 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.49% | -0.11% | +7.73% | |
| 37 | AVGE | Avantis All Eqty Mrkts ETF | ETF-其他 | 0.46% | +0.09% | — | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.45% | +0.01% | +8.01% | |
| 39 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.43% | — | +3.39% | |
| 40 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.43% | -0.10% | +5.12% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.42% | — | -7.13% | |
| 42 | DFAT | Dimensional US Target Value | ETF-其他 | 0.40% | -0.01% | -0.97% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.40% | -0.05% | — | |
| 44 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.38% | +0.04% | +5.07% | |
| 45 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-其他 | 0.37% | -0.04% | — | |
| 46 | LRCX | Lam Research CORP | 股票-科技 | 0.37% | +0.24% | +632.64% | |
| 47 | XOM | Exxon Mobil CORP | 股票-能源 | 0.36% | -0.12% | +5.59% | |
| 48 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.35% | -0.18% | +16.80% | |
| 49 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.35% | -0.01% | +4.97% | |
| 50 | V | Visa Inc-class A Shares | 股票-金融 | 0.30% | — | +1.71% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | VSDB | Vanguard Short Dur Bond ETF | +0.5% | +637.25% | 加仓 |
| 2 | LRCX | Lam Research CORP | +0.3% | +632.64% | 加仓 |
| 3 | WDC | Western Digital CORP | 0% | +60.86% | 加仓 |
| 4 | CAT | Caterpillar Inc | — | +52.29% | 加仓 |
| 5 | LMT | Lockheed Martin CORP | — | +53.46% | 加仓 |
| 6 | INTC | Intel CORP | — | +71.32% | 加仓 |
| 7 | PSX | Phillips 66 | — | +27.57% | 加仓 |
| 8 | AVGB | Avantis Credit ETF | 0% | +86.07% | 加仓 |
| 9 | COP | Conocophillips | 0% | +24.58% | 加仓 |
| 10 | MRK | Merck & Co. Inc. | 0% | +42.42% | 加仓 |
| 11 | GEV | GE Vernova Inc | 0% | +29.71% | 加仓 |
| 12 | EUAD | Select Stoxx Eur Aer De ETF | 0% | +67.20% | 加仓 |
| 13 | MPC | Marathon Petroleum CORP | 0% | +4.74% | 加仓 |
| 14 | ESML | Ishares Esg Aware Msci USA S | 0% | +51.77% | 加仓 |
| 15 | DGCB | Dimensional Global Credit | 0% | +70.17% | 加仓 |
| 16 | PEP | Pepsico Inc | 0% | +32.09% | 加仓 |
| 17 | HWM | Howmet Aerospace Inc | 0% | +19.82% | 加仓 |
| 18 | O | Realty Income CORP | 0% | +20.35% | 加仓 |
| 19 | XLK | Ss Technology Select Sector | 0% | +43.76% | 加仓 |
| 20 | PM | Philip Morris International | 0% | +31.64% | 加仓 |
| 21 | VFVA | Vanguard U.s. Value Factor | 0% | +32.78% | 加仓 |
| 22 | WMT | Walmart Inc | 0% | +41.71% | 加仓 |
| 23 | KLAC | Kla CORP | 0% | +11.03% | 加仓 |
| 24 | DE | Deere & Co | 0% | +6.66% | 加仓 |
| 25 | NOC | Northrop Grumman CORP | 0% | +14.44% | 加仓 |
| 26 | VZ | Verizon Communications Inc | 0% | +4.38% | 加仓 |
| 27 | SHEL | Shell Plc-adr | 0% | +2.73% | 加仓 |
| 28 | CVX | Chevron CORP | 0% | +8.23% | 加仓 |
| 29 | KEYS | Keysight Technologies In | 0% | +2.55% | 加仓 |
| 30 | TJX | Tjx Companies Inc | 0% | +20.18% | 加仓 |
| 31 | KO | Coca-cola Co/the | -0.1% | +12.80% | 加仓 |
| 32 | CMF | Ishares California Muni Bond | -0.1% | -32.04% | 减仓 |
| 33 | INTU | Intuit Inc | -0.1% | +16.26% | 加仓 |
| 34 | JNJ | Johnson & Johnson | -0.1% | +19.34% | 加仓 |
| 35 | DFEM | Dimensional Emrg Mrkt Core | -0.1% | +25.83% | 加仓 |
| 36 | T | At&t Inc | -0.1% | +12.28% | 加仓 |
| 37 | SCHF | Schwab Intl Equity ETF | -0.1% | -33.17% | 减仓 |
| 38 | GSY | Invesco Ultra Short Duration | -0.1% | -22.67% | 减仓 |
| 39 | TSM | Taiwan Semiconductor-sp Adr | -0.1% | +3.61% | 加仓 |
| 40 | LLY | Eli Lilly & Co | -0.1% | +59.20% | 加仓 |
| 41 | ASML | ASML Holding N.V. | -0.1% | -0.17% | 减仓 |
| 42 | TIP | Ishares Tips Bond ETF | -0.1% | -35.40% | 减仓 |
| 43 | TLT | Ishares 20+ Year Treasury Bd | -0.1% | -23.53% | 减仓 |
| 44 | ESGD | Ishares Trust Ishares Esg Aw | -0.1% | +39.41% | 加仓 |
| 45 | IBB | Ishares Biotechnology ETF | -0.1% | -32.49% | 减仓 |
| 46 | SVCO | Silvaco Group Inc | -0.1% | -32.24% | 减仓 |
| 47 | COF | Capital One Financial CORP | -0.1% | -6.88% | 减仓 |
| 48 | ABBV | Abbvie Inc | -0.1% | +24.35% | 加仓 |
| 49 | NFLX | Netflix Inc | -0.1% | +13.85% | 加仓 |
| 50 | PRCH | Porch Group Inc | -0.1% | +0.79% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Werba Rubin Papier Wealth Management 在 Q1 2026 季度的美股持仓总市值约为 US$8.2亿，共申报了 278 个公开持股仓位。
在 Q1 2026 季度，Werba Rubin Papier Wealth Management 按市值排列的前三大核心持股分别为：AVUS (11.3%)、AVDE (9.9%)、AVUV (6.7%)。其中最大持股仓位 AVUS 占据整体投资组合约 11.3% 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
AVUS
市值: US$8152.9万
本季最大获利了结 / 清仓标的
DASH
前期市值: US$30.9万
在 Q1 2026 季度中，Werba Rubin Papier Wealth Management 共进行了 197 项持仓异动，包含新建仓 68 个仓位、加仓 80 个仓位、减仓 27 个仓位以及清仓 22 个仓位。 其中最大新建仓标的为 AVUS。 本季清仓仓位包含 DASH。
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。