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: 0001764000
申报总市值
US$12.6亿
US$12.6亿
63 檔
41.7%
Q4 2025 季度申报显示，Wilkinson Global Asset Management LLC 披露的美股组合总市值为 US$12.6亿，涵盖 63 个不同之权益投资仓位。
在 Q4 2025，Wilkinson Global Asset Management LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 29 个仓位并完全清仓 7 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，Wilkinson Global Asset Management LLC 的前 5 大核心持股（包含 TJX, JPM, MSFT 等）合计占整体申报市值的 41.7%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
UBER
市值: US$1779.4万
本季最大获利了结 / 清仓标的
KNSL
前期市值: US$2413.5万
| # | 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 | TJX | Tjx Companies Inc | 股票-周期性消费 | 8.19% | -2.71% | -10.13% | |
| 2 | JPM | Jpmorgan Chase & Co | 股票-金融 | 7.79% | -0.96% | -7.06% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 7.56% | -1.10% | -6.53% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 6.39% | -0.50% | -6.11% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 5.96% | +1.02% | -1.65% | |
| 6 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 5.59% | +0.57% | -6.42% | |
| 7 | SHW | Sherwin-williams Co/the | 股票-原材料 | 4.49% | -0.42% | -5.39% | |
| 8 | AMGN | Amgen Inc | 股票-医疗保健 | 4.48% | -1.08% | -8.18% | |
| 9 | UNP | Union Pacific CORP | 股票-工业 | 4.10% | -0.61% | -7.13% | |
| 10 | TXN | Texas Instruments Inc | 股票-科技 | 4.01% | +0.21% | -8.41% | |
| 11 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.90% | +0.64% | -0.58% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 3.75% | +0.53% | -1.64% | |
| 13 | DE | Deere & Co | 股票-工业 | 3.52% | -0.64% | -8.30% | |
| 14 | LIN | Linde plc | 股票-原材料 | 3.43% | -1.05% | +0.61% | |
| 15 | ADI | Analog Devices Inc | 股票-科技 | 3.42% | -0.01% | -1.57% | |
| 16 | ACN | Accenture plc | 股票-科技 | 3.29% | -0.02% | EXIT | |
| 17 | DIS | Walt Disney Co/the | 股票-通信服务 | 3.09% | -0.74% | -10.33% | |
| 18 | PH | Parker Hannifin CORP | 股票-工业 | 2.86% | +0.37% | -1.77% | |
| 19 | INTU | Intuit Inc | 股票-科技 | 2.74% | -1.17% | EXIT | |
| 20 | PGR | Progressive CORP | 股票-金融 | 2.31% | -0.18% | -1.58% | |
| 21 | WSO | Watsco Inc | 股票-工业 | 1.82% | +0.35% | -3.38% | |
| 22 | SPOT | Spotify Technology S.A. | 股票-通信服务 | 1.29% | — | -26.05% | |
| 23 | UBER | Uber Technologies Inc | 股票-工业 | 1.22% | +0.01% | — | |
| 24 | AVGO | Broadcom Inc | 股票-科技 | 0.88% | +0.35% | -0.80% | |
| 25 | MA | Mastercard Inc - A | 股票-金融 | 0.75% | -0.02% | EXIT | |
| 26 | COIN | Coinbase Global Inc -class A | 股票-金融 | 0.60% | — | -22.21% | |
| 27 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.28% | +0.06% | +1.54% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.22% | — | -0.24% | |
| 29 | RACE | Ferrari N.V. | 股票-周期性消费 | 0.20% | +0.03% | -1.53% | |
| 30 | WFC | Wells Fargo & Co | 股票-金融 | 0.20% | +0.02% | +2.47% | |
| 31 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.20% | +0.02% | +1.65% | |
| 32 | XOM | Exxon Mobil CORP | 股票-能源 | 0.18% | -0.04% | -0.18% | |
| 33 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.18% | -0.02% | -0.40% | |
| 34 | LOW | Lowe's Cos Inc | 股票-周期性消费 | 0.13% | — | — | |
| 35 | IDN | Intellicheck Inc | 股票-其他 | 0.11% | -0.05% | +2.49% | |
| 36 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.08% | -0.02% | +2.01% | |
| 37 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.06% | +0.01% | -68.08% | |
| 38 | PNW | Pinnacle West Capital | 股票-公用事业 | 0.05% | +0.01% | — | |
| 39 | ROST | Ross Stores Inc | 股票-周期性消费 | 0.05% | — | — | |
| 40 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.05% | +0.02% | -1.58% | |
| 41 | UHT | Universal Health Rlty Income | 股票-其他 | 0.05% | +0.01% | — | |
| 42 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.04% | +0.01% | -0.95% | |
| 43 | FANG | Diamondback Energy Inc | 股票-能源 | 0.04% | -0.01% | +32.79% | |
| 44 | CVX | Chevron CORP | 股票-能源 | 0.04% | -0.01% | +40.77% | |
| 45 | ASML | ASML Holding N.V. | 股票-科技 | 0.03% | +0.02% | — | |
| 46 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.03% | — | -2.80% | |
| 47 | MELI | Mercadolibre Inc | 股票-周期性消费 | 0.03% | — | — | |
| 48 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.03% | +0.01% | — | |
| 49 | EOG | Eog Resources Inc | 股票-能源 | 0.03% | -0.01% | +55.56% | |
| 50 | SAN | Banco Santander Sa-spon Adr | 股票-金融 | 0.03% | +0.40% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AMGN | Amgen Inc | +0.6% | -8.18% | 减仓 |
| 2 | PH | Parker Hannifin CORP | +0.6% | -1.77% | 减仓 |
| 3 | TSM | Taiwan Semiconductor-sp Adr | +0.5% | -6.42% | 减仓 |
| 4 | ADI | Analog Devices Inc | +0.5% | -1.57% | 减仓 |
| 5 | AAPL | Apple Inc | +0.5% | -6.11% | 减仓 |
| 6 | AMZN | Amazon.com Inc | +0.5% | -0.58% | 减仓 |
| 7 | NVDA | Nvidia CORP | +0.4% | -1.65% | 减仓 |
| 8 | V | Visa Inc-class A Shares | +0.3% | -1.64% | 减仓 |
| 9 | TJX | Tjx Companies Inc | +0.3% | -10.13% | 减仓 |
| 10 | ACN | Accenture plc | +0.2% | -8.77% | 减仓 |
| 11 | JPM | Jpmorgan Chase & Co | +0.2% | -7.06% | 减仓 |
| 12 | AVGO | Broadcom Inc | +0.1% | -0.80% | 减仓 |
| 13 | INTU | Intuit Inc | +0.1% | -1.91% | 减仓 |
| 14 | DE | Deere & Co | +0.1% | -8.30% | 减仓 |
| 15 | WFC | Wells Fargo & Co | 0% | +2.47% | 加仓 |
| 16 | JNJ | Johnson & Johnson | 0% | +1.65% | 加仓 |
| 17 | IDN | Intellicheck Inc | 0% | +2.49% | 加仓 |
| 18 | XOM | Exxon Mobil CORP | 0% | -0.18% | 减仓 |
| 19 | CVX | Chevron CORP | 0% | +40.77% | 加仓 |
| 20 | GOOGL | Alphabet Inc-cl A | 0% | -1.58% | 减仓 |
| 21 | GLD | Spdr Gold Shares | 0% | +2.01% | 加仓 |
| 22 | MA | Mastercard Inc - A | 0% | -6.89% | 减仓 |
| 23 | FANG | Diamondback Energy Inc | 0% | +32.79% | 加仓 |
| 24 | GOOG | Alphabet Inc-cl C | 0% | -0.95% | 减仓 |
| 25 | EOG | Eog Resources Inc | 0% | +55.56% | 加仓 |
| 26 | LLY | Eli Lilly & Co | 0% | — | 不变 |
| 27 | ROST | Ross Stores Inc | 0% | — | 不变 |
| 28 | PGR | Progressive CORP | 0% | -1.58% | 减仓 |
| 29 | UNP | Union Pacific CORP | -0.1% | -7.13% | 减仓 |
| 30 | RACE | Ferrari N.V. | -0.1% | -1.53% | 减仓 |
| 31 | LIN | Linde plc | -0.1% | +0.61% | 加仓 |
| 32 | MRK | Merck & Co. Inc. | -0.1% | -68.08% | 减仓 |
| 33 | DIS | Walt Disney Co/the | -0.1% | -10.33% | 减仓 |
| 34 | SHW | Sherwin-williams Co/the | -0.2% | -5.39% | 减仓 |
| 35 | TXN | Texas Instruments Inc | -0.3% | -8.41% | 减仓 |
| 36 | WSO | Watsco Inc | -0.3% | -3.38% | 减仓 |
| 37 | MSFT | Microsoft CORP | -0.4% | -6.53% | 减仓 |
| 38 | COIN | Coinbase Global Inc -class A | -0.5% | -22.21% | 减仓 |
| 39 | SPOT | Spotify Technology S.A. | -0.6% | -26.05% | 减仓 |
| 40 | KNSL | Kinsale Capital Group Inc | — | EXIT | 清仓 |
| 41 | CMG | Chipotle Mexican Grill Inc | — | EXIT | 清仓 |
| 42 | UBER | Uber Technologies Inc | — | NEW | 新建仓 |
| 43 | ODFL | Old Dominion Freight Line | — | EXIT | 清仓 |
| 44 | ZTS | Zoetis Inc | — | EXIT | 清仓 |
| 45 | SAN | Banco Santander Sa-spon Adr | — | NEW | 新建仓 |
| 46 | SAP | Sap Se-sponsored Adr | — | EXIT | 清仓 |
| 47 | NVO | Novo-nordisk A/s-spons Adr | — | EXIT | 清仓 |
| 48 | VEA | Vanguard Ftse Developed ETF | — | NEW | 新建仓 |
| 49 | IUSV | Ishares Core S&p U.s. Value | — | NEW | 新建仓 |
| 50 | COST | Costco Wholesale CORP | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Wilkinson Global Asset Management LLC 在 Q4 2025 季度的美股持仓总市值约为 US$12.6亿，共申报了 63 个公开持股仓位。
在 Q4 2025 季度，Wilkinson Global Asset Management LLC 按市值排列的前三大核心持股分别为：TJX (8.2%)、JPM (7.8%)、MSFT (7.6%)。其中最大持股仓位 TJX 占据整体投资组合约 8.2% 的权重。
在 Q4 2025 季度中，Wilkinson Global Asset Management LLC 共进行了 48 项持仓异动，包含新建仓 4 个仓位、加仓 8 个仓位、减仓 29 个仓位以及清仓 7 个仓位。 其中最大新建仓标的为 UBER。 本季清仓仓位包含 KNSL。
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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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。
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。