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: 0001263548
申报总市值
US$53.5亿
US$53.5亿
1411 檔
22.9%
Whittier Trust Co Of Nevada Inc 在 Q1 2026 季度的美股仓位总计估值为 US$53.5亿，分散于 1411 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q1 2026，Whittier Trust Co Of Nevada Inc 操作展现出积极扩展与加仓意向。本季共新建仓 11 个新仓位，并对 123 个既有持股进行加仓（合计增持 134 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Whittier Trust Co Of Nevada Inc 的前 5 大核心持股（包含 NVDA, AAPL, MSFT 等）合计占整体申报市值的 22.9%，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 1411 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 | NVDA | Nvidia CORP | 股票-科技 | 7.60% | +0.06% | +59.61% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.55% | +0.37% | -4.02% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.92% | -0.42% | +3.85% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 4.06% | +0.45% | -3.42% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.99% | +0.17% | +4.38% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.96% | +0.02% | -5.92% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 2.32% | +0.14% | +6.76% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 2.17% | -0.24% | +5.28% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.99% | +0.08% | +4.63% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.73% | +0.04% | +5.51% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 1.66% | +0.09% | +4.60% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.48% | — | +4.82% | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 1.32% | +0.06% | +3.62% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.29% | -0.01% | +3.77% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.24% | -0.04% | +6.01% | |
| 16 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.21% | -0.04% | +8.15% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.09% | -0.01% | +10.02% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.06% | +0.11% | +2.81% | |
| 19 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.94% | +0.19% | +5.54% | |
| 20 | RTX | Rtx CORP | 股票-工业 | 0.86% | -0.07% | +4.57% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.84% | +0.07% | +12.76% | |
| 22 | TJX | Tjx Companies Inc | 股票-周期性消费 | 0.84% | -0.12% | +4.69% | |
| 23 | CVX | Chevron CORP | 股票-能源 | 0.82% | -0.19% | -22.97% | |
| 24 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.81% | -0.02% | -6.36% | |
| 25 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.78% | +0.02% | — | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.77% | +0.05% | -0.19% | |
| 27 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.75% | -0.21% | +5.26% | |
| 28 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.74% | +0.07% | -10.43% | |
| 29 | TSLA | Tesla Inc | 股票-周期性消费 | 0.74% | +0.03% | +13.13% | |
| 30 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.69% | -0.02% | +7.16% | |
| 31 | WMT | Walmart Inc | 股票-非周期性消费 | 0.67% | -0.13% | +33.29% | |
| 32 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.63% | -0.12% | -0.46% | |
| 33 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.63% | -0.01% | -0.10% | |
| 34 | NET | Cloudflare Inc - Class A | 股票-科技 | 0.61% | +0.10% | +7.04% | |
| 35 | HON | Honeywell International Inc | 股票-工业 | 0.60% | -0.60% | EXIT | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.58% | +0.02% | -0.04% | |
| 37 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.58% | -0.47% | +6.17% | |
| 38 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.57% | -0.02% | — | |
| 39 | IWC | Ishares Micro-cap ETF | ETF-其他 | 0.55% | +0.10% | +134.58% | |
| 40 | DHR | Danaher CORP | 股票-医疗保健 | 0.53% | +0.06% | +6.06% | |
| 41 | PM | Philip Morris International | 股票-非周期性消费 | 0.52% | -0.06% | -19.92% | |
| 42 | APH | Amphenol Corp-cl A | 股票-科技 | 0.50% | -0.41% | +6.82% | |
| 43 | NSC | Norfolk Southern CORP | 股票-工业 | 0.50% | -0.15% | +5.72% | |
| 44 | CAT | Caterpillar Inc | 股票-工业 | 0.50% | +0.07% | -0.83% | |
| 45 | MPWR | Monolithic Power Systems Inc | 股票-科技 | 0.49% | -0.01% | -11.53% | |
| 46 | LITE | Lumentum Holdings Inc | 股票-科技 | 0.48% | -0.07% | +335933.33% | |
| 47 | PNC | Pnc Financial Services Group | 股票-金融 | 0.48% | +0.05% | +5.49% | |
| 48 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.47% | +0.02% | +5.03% | |
| 49 | XOM | Exxon Mobil CORP | 股票-能源 | 0.46% | -0.46% | EXIT | |
| 50 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.46% | +0.05% | +4.05% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.5% | +59.61% | 加仓 |
| 2 | LITE | Lumentum Holdings Inc | +0.5% | +335933.33% | 加仓 |
| 3 | NFLX | Netflix Inc | +0.4% | +704.87% | 加仓 |
| 4 | IWC | Ishares Micro-cap ETF | +0.3% | +134.58% | 加仓 |
| 5 | CBRE | Cbre Group Inc - A | +0.3% | +67884.62% | 加仓 |
| 6 | MU | Micron Technology Inc | +0.2% | +4983.20% | 加仓 |
| 7 | WMT | Walmart Inc | +0.2% | +33.29% | 加仓 |
| 8 | LRCX | Lam Research CORP | +0.2% | +222.00% | 加仓 |
| 9 | UBER | Uber Technologies Inc | +0.2% | +1315.77% | 加仓 |
| 10 | BSX | Boston Scientific CORP | +0.2% | +5054.76% | 加仓 |
| 11 | MNST | Monster Beverage CORP | +0.2% | +9515.29% | 加仓 |
| 12 | VRT | Vertiv Holdings Co-a | +0.1% | +3.40% | 加仓 |
| 13 | FIX | Comfort Systems USA Inc | +0.1% | +42980.00% | 加仓 |
| 14 | COST | Costco Wholesale CORP | +0.1% | +5.26% | 加仓 |
| 15 | COP | Conocophillips | +0.1% | +7.96% | 加仓 |
| 16 | TRGP | Targa Resources CORP | +0.1% | -1.85% | 减仓 |
| 17 | MRK | Merck & Co. Inc. | +0.1% | +7.16% | 加仓 |
| 18 | IJR | Ishares Core S&p Small-cap E | +0.1% | +12.76% | 加仓 |
| 19 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +10.02% | 加仓 |
| 20 | MDB | Mongodb Inc | +0.1% | +8927.00% | 加仓 |
| 21 | JNJ | Johnson & Johnson | +0.1% | -0.10% | 减仓 |
| 22 | XOM | Exxon Mobil CORP | +0.1% | -8.02% | 减仓 |
| 23 | VEA | Vanguard Ftse Developed ETF | +0.1% | +4.82% | 加仓 |
| 24 | HON | Honeywell International Inc | +0.1% | +4.45% | 加仓 |
| 25 | ARES | Ares Management CORP - A | +0.1% | +6079.18% | 加仓 |
| 26 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +5.51% | 加仓 |
| 27 | NET | Cloudflare Inc - Class A | +0.1% | +7.04% | 加仓 |
| 28 | CASY | Casey's General Stores Inc | +0.1% | +3.43% | 加仓 |
| 29 | TJX | Tjx Companies Inc | +0.1% | +4.69% | 加仓 |
| 30 | RTX | Rtx CORP | +0.1% | +4.57% | 加仓 |
| 31 | VLO | Valero Energy CORP | +0.1% | -11.84% | 减仓 |
| 32 | CAT | Caterpillar Inc | +0.1% | -0.83% | 减仓 |
| 33 | GLD | Spdr Gold Shares | +0.1% | +45.20% | 加仓 |
| 34 | KKR | Kkr & Co Inc | +0.1% | +86.06% | 加仓 |
| 35 | PR | Permian Resources Corp-cl A | +0.1% | +9.17% | 加仓 |
| 36 | IEMG | Ishares Core Msci Emerging | +0.1% | +4.60% | 加仓 |
| 37 | EQT | Eqt CORP | +0.1% | +5.61% | 加仓 |
| 38 | MCK | Mckesson CORP | +0.1% | +13.47% | 加仓 |
| 39 | TDY | Teledyne Technologies Inc | +0.1% | +9.22% | 加仓 |
| 40 | TPR | Tapestry Inc | +0.1% | +159990.00% | 加仓 |
| 41 | DOCS | Doximity Inc-class A | +0.1% | +32405.98% | 加仓 |
| 42 | PLTR | Palantir Technologies Inc-a | 0% | +42.72% | 加仓 |
| 43 | ODFL | Old Dominion Freight Line | 0% | +3.64% | 加仓 |
| 44 | MPC | Marathon Petroleum CORP | 0% | +11.57% | 加仓 |
| 45 | GEV | GE Vernova Inc | 0% | +1.32% | 加仓 |
| 46 | NEE | Nextera Energy Inc | 0% | +6.05% | 加仓 |
| 47 | EVR | Evercore Inc - A | 0% | +7367.95% | 加仓 |
| 48 | EWY | Ishares Msci South Korea ETF | 0% | +58.50% | 加仓 |
| 49 | DINO | Hf Sinclair CORP | 0% | +3.78% | 加仓 |
| 50 | CSCO | Cisco Systems Inc | 0% | +4.53% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Whittier Trust Co Of Nevada Inc 在 Q1 2026 季度的美股持仓总市值约为 US$53.5亿，共申报了 1411 个公开持股仓位。
在 Q1 2026 季度，Whittier Trust Co Of Nevada Inc 按市值排列的前三大核心持股分别为：NVDA (7.6%)、AAPL (5.5%)、MSFT (4.9%)。其中最大持股仓位 NVDA 占据整体投资组合约 7.6% 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
BE
市值: US$487.5万
本季最大获利了结 / 清仓标的
AAPL
前期市值: US$2.9亿
在 Q1 2026 季度中，Whittier Trust Co Of Nevada Inc 共进行了 194 项持仓异动，包含新建仓 11 个仓位、加仓 123 个仓位、减仓 60 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 BE。
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。