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: 0001137881
申报总市值
US$101.9亿
US$101.9亿
1343 檔
20.0%
Q1 2026 季度申报显示，Whittier Trust Co 披露的美股组合总市值为 US$101.9亿，涵盖 1343 个不同之权益投资仓位。
在 Q1 2026，Whittier Trust Co 操作展现出积极扩展与加仓意向。本季共新建仓 7 个新仓位，并对 109 个既有持股进行加仓（合计增持 116 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 的前 5 大核心持股（包含 NVDA, AAPL, GOOG 等）合计占整体申报市值的 20.0%，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 1343 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 | 5.54% | -0.25% | -17.88% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.02% | +0.30% | -6.27% | |
| 3 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 5.01% | +0.31% | -4.81% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.10% | -0.49% | -1.58% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.34% | — | +4.26% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.26% | -0.06% | +3.05% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.00% | -0.06% | -6.09% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 2.98% | -0.39% | +5.60% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.24% | — | +2.26% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.67% | -0.14% | +6.61% | |
| 11 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.55% | +0.19% | -16.15% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 1.55% | +0.03% | +3.58% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.41% | +0.01% | +0.09% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.29% | -0.11% | +3.49% | |
| 15 | AMAT | Applied Materials Inc | 股票-科技 | 1.16% | +0.53% | +0.77% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.12% | +0.06% | +11.91% | |
| 17 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.08% | -0.21% | +2.60% | |
| 18 | RTX | Rtx CORP | 股票-工业 | 1.00% | -0.12% | +4.07% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.98% | +0.06% | -0.89% | |
| 20 | TSLA | Tesla Inc | 股票-周期性消费 | 0.96% | +0.04% | +18.10% | |
| 21 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.94% | -0.04% | +3.98% | |
| 22 | CVX | Chevron CORP | 股票-能源 | 0.89% | -0.24% | -8.38% | |
| 23 | WMT | Walmart Inc | 股票-非周期性消费 | 0.88% | -0.21% | +34.82% | |
| 24 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.88% | +0.04% | -12.11% | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.85% | +0.02% | -2.31% | |
| 26 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 0.83% | +0.10% | +16.45% | |
| 27 | NET | Cloudflare Inc - Class A | 股票-科技 | 0.81% | +0.03% | +9.20% | |
| 28 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.80% | -0.06% | +4.92% | |
| 29 | HON | Honeywell International Inc | 股票-工业 | 0.79% | -0.79% | EXIT | |
| 30 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.77% | -0.25% | +4.18% | |
| 31 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.77% | +0.11% | -0.97% | |
| 32 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.75% | -0.62% | +6.22% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.72% | -0.04% | +7.19% | |
| 34 | NSC | Norfolk Southern CORP | 股票-工业 | 0.70% | -0.02% | +5.33% | |
| 35 | APH | Amphenol Corp-cl A | 股票-科技 | 0.69% | -0.50% | +7.33% | |
| 36 | DHR | Danaher CORP | 股票-医疗保健 | 0.68% | +0.07% | +7.53% | |
| 37 | LITE | Lumentum Holdings Inc | 股票-科技 | 0.65% | -0.10% | +21806.51% | |
| 38 | BX | Blackstone Inc | 股票-金融 | 0.64% | -0.01% | +42.35% | |
| 39 | PNC | Pnc Financial Services Group | 股票-金融 | 0.61% | +0.04% | +7.88% | |
| 40 | IWC | Ishares Micro-cap ETF | ETF-其他 | 0.60% | +0.08% | +168.81% | |
| 41 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.58% | -0.16% | +10.03% | |
| 42 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.57% | +0.01% | +6.76% | |
| 43 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.57% | +0.03% | +2.14% | |
| 44 | MPWR | Monolithic Power Systems Inc | 股票-科技 | 0.56% | -0.01% | -5.07% | |
| 45 | NFLX | Netflix Inc | 股票-通信服务 | 0.56% | -0.19% | +1140.20% | |
| 46 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.55% | — | +15.78% | |
| 47 | VLO | Valero Energy CORP | 股票-能源 | 0.52% | -0.03% | -12.14% | |
| 48 | URI | United Rentals Inc | 股票-工业 | 0.51% | +0.15% | +0.33% | |
| 49 | PM | Philip Morris International | 股票-非周期性消费 | 0.51% | -0.09% | -25.89% | |
| 50 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.49% | -0.02% | -1.62% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | LITE | Lumentum Holdings Inc | +0.7% | +21806.51% | 加仓 |
| 2 | NFLX | Netflix Inc | +0.5% | +1140.20% | 加仓 |
| 3 | CBRE | Cbre Group Inc - A | +0.4% | +628.23% | 加仓 |
| 4 | IWC | Ishares Micro-cap ETF | +0.4% | +168.81% | 加仓 |
| 5 | MU | Micron Technology Inc | +0.3% | +1536.52% | 加仓 |
| 6 | WMT | Walmart Inc | +0.3% | +34.82% | 加仓 |
| 7 | LRCX | Lam Research CORP | +0.3% | +202.38% | 加仓 |
| 8 | AMAT | Applied Materials Inc | +0.2% | +0.77% | 加仓 |
| 9 | UBER | Uber Technologies Inc | +0.2% | +2012.14% | 加仓 |
| 10 | BSX | Boston Scientific CORP | +0.2% | +5311.81% | 加仓 |
| 11 | VRT | Vertiv Holdings Co-a | +0.2% | +10.02% | 加仓 |
| 12 | MNST | Monster Beverage CORP | +0.2% | +2304.85% | 加仓 |
| 13 | COP | Conocophillips | +0.2% | +9.41% | 加仓 |
| 14 | VEA | Vanguard Ftse Developed ETF | +0.2% | +11.91% | 加仓 |
| 15 | CVX | Chevron CORP | +0.2% | -8.38% | 减仓 |
| 16 | COST | Costco Wholesale CORP | +0.2% | +4.18% | 加仓 |
| 17 | IEMG | Ishares Core Msci Emerging | +0.2% | +16.45% | 加仓 |
| 18 | NET | Cloudflare Inc - Class A | +0.1% | +9.20% | 加仓 |
| 19 | HON | Honeywell International Inc | +0.1% | +5.00% | 加仓 |
| 20 | MRK | Merck & Co. Inc. | +0.1% | +4.92% | 加仓 |
| 21 | TJX | Tjx Companies Inc | +0.1% | +2.60% | 加仓 |
| 22 | RTX | Rtx CORP | +0.1% | +4.07% | 加仓 |
| 23 | BE | Bloom Energy Corp- A | +0.1% | +9617.37% | 加仓 |
| 24 | KKR | Kkr & Co Inc | +0.1% | +96.06% | 加仓 |
| 25 | VLO | Valero Energy CORP | +0.1% | -12.14% | 减仓 |
| 26 | MDB | Mongodb Inc | +0.1% | +3585.96% | 加仓 |
| 27 | CASY | Casey's General Stores Inc | +0.1% | +9.99% | 加仓 |
| 28 | EQT | Eqt CORP | +0.1% | +9.56% | 加仓 |
| 29 | ARES | Ares Management CORP - A | +0.1% | +3195.82% | 加仓 |
| 30 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +15.78% | 加仓 |
| 31 | XOM | Exxon Mobil CORP | +0.1% | -0.45% | 减仓 |
| 32 | JNJ | Johnson & Johnson | +0.1% | -1.62% | 减仓 |
| 33 | CW | Curtiss-wright CORP | +0.1% | -2.42% | 减仓 |
| 34 | PLTR | Palantir Technologies Inc-a | +0.1% | +39.92% | 加仓 |
| 35 | MPWR | Monolithic Power Systems Inc | +0.1% | -5.07% | 减仓 |
| 36 | TDY | Teledyne Technologies Inc | +0.1% | +9.02% | 加仓 |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +3.05% | 加仓 |
| 38 | ODFL | Old Dominion Freight Line | +0.1% | +8.45% | 加仓 |
| 39 | MDY | State Street Spdr S&p Midcap | +0.1% | +3.98% | 加仓 |
| 40 | PR | Permian Resources Corp-cl A | +0.1% | +13.05% | 加仓 |
| 41 | CAT | Caterpillar Inc | +0.1% | +0.39% | 加仓 |
| 42 | XBI | Ss Spdr S&p Biotech ETF | +0.1% | +8.31% | 加仓 |
| 43 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +7.19% | 加仓 |
| 44 | NSC | Norfolk Southern CORP | +0.1% | +5.33% | 加仓 |
| 45 | TPR | Tapestry Inc | +0.1% | +6568.83% | 加仓 |
| 46 | NEE | Nextera Energy Inc | +0.1% | +6.56% | 加仓 |
| 47 | DOCS | Doximity Inc-class A | +0.1% | +84669.59% | 加仓 |
| 48 | DINO | Hf Sinclair CORP | +0.1% | +10.08% | 加仓 |
| 49 | IWV | Ishares Russell 3000 ETF | +0.1% | +52.23% | 加仓 |
| 50 | ORLY | O'reilly Automotive Inc | +0.1% | +6.56% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Whittier Trust Co 在 Q1 2026 季度的美股持仓总市值约为 US$101.9亿，共申报了 1343 个公开持股仓位。
在 Q1 2026 季度，Whittier Trust Co 按市值排列的前三大核心持股分别为：NVDA (5.5%)、AAPL (5.0%)、GOOG (5.0%)。其中最大持股仓位 NVDA 占据整体投资组合约 5.5% 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
FIX
市值: US$1213.0万
本季最大获利了结 / 清仓标的
PSQ
前期市值: US$402.6万
在 Q1 2026 季度中，Whittier Trust Co 共进行了 199 项持仓异动，包含新建仓 7 个仓位、加仓 109 个仓位、减仓 81 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 FIX。 本季清仓仓位包含 PSQ。
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。