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: 0001389709
申报总市值
US$5.9亿
US$5.9亿
199 檔
28.0%
在 Q1 2026 申报期间，Whalerock Point Partners, LLC（CIK: 0001389709）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$5.9亿，共持有 199 个公开申报仓位。
在 Q1 2026，Whalerock Point Partners, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 9 个新仓位，并对 47 个既有持股进行加仓（合计增持 56 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Whalerock Point Partners, LLC 的前 5 大核心持股（包含 NVDA, AAPL, GOOGL 等）合计占整体申报市值的 28.0%，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 | NVDA | Nvidia CORP | 股票-科技 | 10.54% | +0.14% | -0.80% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 6.77% | -0.09% | -0.03% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 6.65% | +0.63% | +1.59% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.47% | +0.05% | +3.28% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.23% | +0.03% | +2.13% | |
| 6 | V | Visa Inc-class A Shares | 股票-金融 | 3.00% | +0.14% | +1.15% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.99% | +0.21% | -0.15% | |
| 8 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.52% | -0.41% | -0.15% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.47% | -0.36% | +4.94% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.14% | -0.01% | +6.47% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.07% | -0.16% | +1.42% | |
| 12 | XOM | Exxon Mobil CORP | 股票-能源 | 1.78% | -1.78% | EXIT | |
| 13 | RTX | Rtx CORP | 股票-工业 | 1.68% | -0.15% | +7.13% | |
| 14 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.63% | -0.23% | +3.74% | |
| 15 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.63% | -0.34% | +3.60% | |
| 16 | MA | Mastercard Inc - A | 股票-金融 | 1.57% | -0.10% | +3.23% | |
| 17 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.40% | -0.11% | +6.48% | |
| 18 | CAT | Caterpillar Inc | 股票-工业 | 1.39% | +0.43% | — | |
| 19 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.39% | -0.07% | -0.34% | |
| 20 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.31% | +1.14% | +13.62% | |
| 21 | HD | Home Depot Inc | 股票-周期性消费 | 1.23% | -0.03% | +3.80% | |
| 22 | BAC 7.25 PERP L债券 | Bank Of America CORP | 债券 | 1.22% | -0.12% | +20.42% | |
| 23 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.21% | -0.22% | +1.90% | |
| 24 | BAC | Bank Of America CORP | 股票-金融 | 1.15% | — | -2.40% | |
| 25 | WFC 7.5 PERP L债券 | Wells Fargo & Company | 债券 | 1.14% | -0.15% | +21.25% | |
| 26 | UNP | Union Pacific CORP | 股票-工业 | 1.10% | +0.02% | +7.44% | |
| 27 | CVX | Chevron CORP | 股票-能源 | 1.06% | -0.34% | +2.54% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.01% | +0.01% | — | |
| 29 | LMT | Lockheed Martin CORP | 股票-工业 | 0.98% | -0.26% | -1.49% | |
| 30 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.91% | +0.08% | — | |
| 31 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.77% | -0.10% | +1.11% | |
| 32 | WMT | Walmart Inc | 股票-非周期性消费 | 0.70% | -0.15% | -2.03% | |
| 33 | AEP | American Electric Power | 股票-公用事业 | 0.69% | -0.05% | -0.84% | |
| 34 | CRM | Salesforce Inc | 股票-科技 | 0.68% | -0.17% | +1.75% | |
| 35 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.67% | -0.10% | — | |
| 36 | AVGO | Broadcom Inc | 股票-科技 | 0.63% | +0.03% | +10.85% | |
| 37 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.62% | -0.08% | +6.93% | |
| 38 | DE | Deere & Co | 股票-工业 | 0.56% | — | — | |
| 39 | BX | Blackstone Inc | 股票-金融 | 0.52% | -0.05% | +57.17% | |
| 40 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.50% | +0.15% | -10.51% | |
| 41 | TGT | Target CORP | 股票-周期性消费 | 0.49% | -0.04% | — | |
| 42 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.48% | -0.05% | — | |
| 43 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.48% | -0.08% | -6.35% | |
| 44 | ADP | Automatic Data Processing | 股票-科技 | 0.47% | -0.02% | — | |
| 45 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.46% | +0.07% | — | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.45% | — | -5.65% | |
| 47 | CSCO | Cisco Systems Inc | 股票-科技 | 0.45% | +0.13% | +7.10% | |
| 48 | PRU | Prudential Financial Inc | 股票-金融 | 0.43% | -0.02% | +18.08% | |
| 49 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.41% | -0.02% | — | |
| 50 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.40% | -0.02% | +4.11% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +0.5% | +0.32% | 加仓 |
| 2 | COST | Costco Wholesale CORP | +0.4% | -0.15% | 减仓 |
| 3 | CVX | Chevron CORP | +0.3% | +2.54% | 加仓 |
| 4 | CAT | Caterpillar Inc | +0.3% | — | 不变 |
| 5 | JNJ | Johnson & Johnson | +0.2% | -0.34% | 减仓 |
| 6 | RTX | Rtx CORP | +0.2% | +7.13% | 加仓 |
| 7 | PEP | Pepsico Inc | +0.2% | +3.60% | 加仓 |
| 8 | LMT | Lockheed Martin CORP | +0.2% | -1.49% | 减仓 |
| 9 | BAC 7.25 PERP L债券 | Bank Of America CORP | +0.2% | +20.42% | 加仓 |
| 10 | WFC 7.5 PERP L债券 | Wells Fargo & Company | +0.2% | +21.25% | 加仓 |
| 11 | UNP | Union Pacific CORP | +0.1% | +7.44% | 加仓 |
| 12 | TJX | Tjx Companies Inc | +0.1% | +3.74% | 加仓 |
| 13 | NEE | Nextera Energy Inc | +0.1% | +1.11% | 加仓 |
| 14 | DE | Deere & Co | +0.1% | — | 不变 |
| 15 | TGT | Target CORP | +0.1% | — | 不变 |
| 16 | WMB | Williams Cos Inc | +0.1% | +148.61% | 加仓 |
| 17 | AEP | American Electric Power | +0.1% | -0.84% | 减仓 |
| 18 | BX | Blackstone Inc | +0.1% | +57.17% | 加仓 |
| 19 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +133.21% | 加仓 |
| 20 | MO | Altria Group Inc | +0.1% | +17.96% | 加仓 |
| 21 | MS 6.625 PERP Q债券 | Morgan Stanley | +0.1% | +30.00% | 加仓 |
| 22 | WMT | Walmart Inc | +0.1% | -2.03% | 减仓 |
| 23 | MPC | Marathon Petroleum CORP | +0.1% | — | 不变 |
| 24 | PG | Procter & Gamble Co/the | +0.1% | +6.93% | 加仓 |
| 25 | MCD | Mcdonald's CORP | +0.1% | +1.90% | 加仓 |
| 26 | IVV | Ishares Core S&p 500 ETF | +0.1% | +6.47% | 加仓 |
| 27 | MRK | Merck & Co. Inc. | +0.1% | — | 不变 |
| 28 | GEV | GE Vernova Inc | +0.1% | — | 不变 |
| 29 | TXN | Texas Instruments Inc | +0.1% | +1.74% | 加仓 |
| 30 | PSX | Phillips 66 | 0% | — | 不变 |
| 31 | GLD | Spdr Gold Shares | 0% | +2.84% | 加仓 |
| 32 | HON | Honeywell International Inc | 0% | -0.83% | 减仓 |
| 33 | CSCO | Cisco Systems Inc | 0% | +7.10% | 加仓 |
| 34 | TSM | Taiwan Semiconductor-sp Adr | 0% | — | 不变 |
| 35 | BA | Boeing Co/the | 0% | +24.25% | 加仓 |
| 36 | FDX | Fedex CORP | 0% | — | 不变 |
| 37 | DUK | Duke Energy CORP | 0% | — | 不变 |
| 38 | COP | Conocophillips | 0% | — | 不变 |
| 39 | VEU | Vanguard Ftse All-world Ex-u | 0% | +27.84% | 加仓 |
| 40 | VZ | Verizon Communications Inc | 0% | -5.57% | 减仓 |
| 41 | PM | Philip Morris International | 0% | +4.06% | 加仓 |
| 42 | DGRO | Ishares Core Dividend Growth | 0% | +4.11% | 加仓 |
| 43 | GE | General Electric | 0% | +15.48% | 加仓 |
| 44 | BN | Brookfield CORP | 0% | +34.55% | 加仓 |
| 45 | PFE | Pfizer Inc | 0% | — | 不变 |
| 46 | EPD | Enterprise Products Partners | 0% | — | 不变 |
| 47 | MU | Micron Technology Inc | 0% | -5.21% | 减仓 |
| 48 | KO | Coca-cola Co/the | 0% | — | 不变 |
| 49 | ROST | Ross Stores Inc | 0% | — | 不变 |
| 50 | MDY | State Street Spdr S&p Midcap | 0% | — | 不变 |
根据 SEC 官方 Form 13F 申报备案，Whalerock Point Partners, LLC 在 Q1 2026 季度的美股持仓总市值约为 US$5.9亿，共申报了 199 个公开持股仓位。
在 Q1 2026 季度，Whalerock Point Partners, LLC 按市值排列的前三大核心持股分别为：NVDA (10.5%)、AAPL (6.8%)、GOOGL (6.7%)。其中最大持股仓位 NVDA 占据整体投资组合约 10.5% 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
TRGP
市值: US$110.3万
本季最大获利了结 / 清仓标的
CRWD
前期市值: US$37.5万
在 Q1 2026 季度中，Whalerock Point Partners, LLC 共进行了 83 项持仓异动，包含新建仓 9 个仓位、加仓 47 个仓位、减仓 22 个仓位以及清仓 5 个仓位。 其中最大新建仓标的为 TRGP。 本季清仓仓位包含 CRWD。
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。
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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。