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: 0002064588
申报总市值
US$1.9亿
US$1.9亿
91 檔
35.3%
Q2 2026 季度申报显示，Wincap Financial LLC 披露的美股组合总市值为 US$1.9亿，涵盖 91 个不同之权益投资仓位。
在 Q2 2026，Wincap Financial LLC 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 60 个既有持股进行加仓（合计增持 71 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Wincap Financial LLC 的前 5 大核心持股（包含 EMEQ, GSST, BLV 等）合计占整体申报市值的 35.3%，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 | EMEQ | Nomura Focused Emerging Mark | ETF-新兴市场 | 12.25% | -3.06% | +3.08% | |
| 2 | GSST | Goldman Sachs Ultra Short Bo | ETF-避险与商品 | 7.87% | +2.01% | +3.94% | |
| 3 | BLV | Vanguard Long-term Bond ETF | ETF-其他 | 7.21% | -1.83% | +6.44% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 4.00% | +0.79% | +6.91% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 3.96% | +0.24% | -1.94% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 3.96% | -0.25% | +3.56% | |
| 7 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 3.32% | +1.16% | +14.72% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.04% | +0.18% | +6.20% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 2.98% | +0.28% | +1.02% | |
| 10 | LRCX | Lam Research CORP | 股票-科技 | 2.68% | -0.68% | +1.35% | |
| 11 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 2.62% | -0.10% | +26.20% | |
| 12 | JBL | Jabil Inc | 股票-科技 | 2.12% | -0.74% | +0.10% | |
| 13 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.56% | -0.12% | +1.96% | |
| 14 | GEV | GE Vernova Inc | 股票-工业 | 1.40% | -0.20% | +31.59% | |
| 15 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.39% | — | +7.38% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 1.34% | +0.65% | -6.65% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.33% | -0.06% | -2.69% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.29% | -0.02% | -0.78% | |
| 19 | KLAC | Kla CORP | 股票-科技 | 1.26% | -0.49% | +1073.22% | |
| 20 | XLE | Ss Energy Select Sector | ETF-其他 | 1.19% | +0.40% | +9.49% | |
| 21 | ERO | Ero Copper CORP | 股票-其他 | 1.17% | +0.57% | +6.21% | |
| 22 | TWLO | Twilio Inc - A | 股票-科技 | 1.13% | +0.32% | +0.86% | |
| 23 | VRT | Vertiv Holdings Co-a | 股票-工业 | 1.10% | -0.25% | -6.09% | |
| 24 | SYF | Synchrony Financial | 股票-金融 | 1.06% | +0.02% | +2.51% | |
| 25 | AVGO | Broadcom Inc | 股票-科技 | 1.03% | +0.07% | +3.92% | |
| 26 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.03% | +0.21% | +5.01% | |
| 27 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.00% | +0.12% | -4.49% | |
| 28 | WMT | Walmart Inc | 股票-非周期性消费 | 0.98% | -0.15% | +5.76% | |
| 29 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.84% | +0.03% | +2.31% | |
| 30 | ATKR | Atkore Inc | 股票-其他 | 0.82% | +0.11% | +13.33% | |
| 31 | CAT | Caterpillar Inc | 股票-工业 | 0.77% | -0.10% | +47.05% | |
| 32 | AFL | Aflac Inc | 股票-金融 | 0.77% | +0.02% | -1.26% | |
| 33 | MAS | Masco CORP | 股票-工业 | 0.76% | -0.16% | +7.72% | |
| 34 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.75% | +0.06% | +5.76% | |
| 35 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.74% | +0.03% | +7.28% | |
| 36 | OZK | Bank Ozk | 股票-金融 | 0.73% | -0.10% | +8.72% | |
| 37 | T | At&t Inc | 股票-通信服务 | 0.72% | +0.15% | +13.25% | |
| 38 | TOL | Toll Brothers Inc | 股票-周期性消费 | 0.70% | -0.08% | +8.44% | |
| 39 | OKTA | Okta Inc | 股票-科技 | 0.68% | +0.34% | — | |
| 40 | IBM | Intl Business Machines CORP | 股票-科技 | 0.62% | -0.14% | +4.59% | |
| 41 | PFE | Pfizer Inc | 股票-医疗保健 | 0.60% | +0.22% | +9.39% | |
| 42 | MA | Mastercard Inc - A | 股票-金融 | 0.60% | +0.01% | +6.71% | |
| 43 | SONY | Sony Group CORP - Sp Adr | 股票-科技 | 0.59% | +0.17% | +8.28% | |
| 44 | EPR | Epr Properties | 股票-房地产 | 0.57% | -0.01% | +8.56% | |
| 45 | BWA | Borgwarner Inc | 股票-周期性消费 | 0.57% | -0.03% | +4.55% | |
| 46 | CART | Maplebear Inc | 股票-周期性消费 | 0.56% | -0.07% | +1.85% | |
| 47 | QCOM | Qualcomm Inc | 股票-科技 | 0.53% | +0.03% | +4.85% | |
| 48 | RMBS | Rambus Inc | 股票-科技 | 0.51% | +0.10% | +7.69% | |
| 49 | ES | Eversource Energy | 股票-公用事业 | 0.51% | -0.06% | — | |
| 50 | DECK | Deckers Outdoor CORP | 股票-周期性消费 | 0.48% | -0.03% | +7.27% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | EMEQ | Nomura Focused Emerging Mark | +3.2% | +3.08% | 加仓 |
| 2 | LRCX | Lam Research CORP | +1.1% | +1.35% | 加仓 |
| 3 | OKTA | Okta Inc | +0.7% | NEW | 新建仓 |
| 4 | KLAC | Kla CORP | +0.6% | +1073.22% | 加仓 |
| 5 | GEV | GE Vernova Inc | +0.4% | +31.59% | 加仓 |
| 6 | PANW | Palo Alto Networks Inc | +0.4% | -4.49% | 减仓 |
| 7 | TJX | Tjx Companies Inc | +0.4% | NEW | 新建仓 |
| 8 | CAT | Caterpillar Inc | +0.3% | +47.05% | 加仓 |
| 9 | JBL | Jabil Inc | +0.3% | +0.10% | 加仓 |
| 10 | TWLO | Twilio Inc - A | +0.3% | +0.86% | 加仓 |
| 11 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +87.54% | 加仓 |
| 12 | VOO | Vanguard S&p 500 ETF | +0.2% | NEW | 新建仓 |
| 13 | GOOGL | Alphabet Inc-cl A | +0.2% | +6.20% | 加仓 |
| 14 | ANET | Arista Networks Inc | +0.2% | NEW | 新建仓 |
| 15 | IYW | Ishares Ustechnology ETF | +0.2% | NEW | 新建仓 |
| 16 | C | Citigroup Inc | +0.2% | NEW | 新建仓 |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | NEW | 新建仓 |
| 18 | ATKR | Atkore Inc | +0.1% | +13.33% | 加仓 |
| 19 | RMBS | Rambus Inc | +0.1% | +7.69% | 加仓 |
| 20 | MAS | Masco CORP | +0.1% | +7.72% | 加仓 |
| 21 | FDS | Factset Research Systems Inc | +0.1% | NEW | 新建仓 |
| 22 | VGT | Vanguard Info Tech ETF | +0.1% | NEW | 新建仓 |
| 23 | V | Visa Inc-class A Shares | +0.1% | NEW | 新建仓 |
| 24 | HDV | Ishares Core High Dividend E | +0.1% | NEW | 新建仓 |
| 25 | QCOM | Qualcomm Inc | +0.1% | +4.85% | 加仓 |
| 26 | AMZN | Amazon.com Inc | +0.1% | +33.88% | 加仓 |
| 27 | IWM | Ishares Russell 2000 ETF | +0.1% | +3.56% | 加仓 |
| 28 | MINT | Pimco Enhanced Short Maturit | +0.1% | +26.20% | 加仓 |
| 29 | STLD | Steel Dynamics Inc | +0.1% | +40.02% | 加仓 |
| 30 | TOL | Toll Brothers Inc | 0% | +8.44% | 加仓 |
| 31 | CVS | Cvs Health CORP | 0% | +11.14% | 加仓 |
| 32 | AVGO | Broadcom Inc | 0% | +3.92% | 加仓 |
| 33 | VRT | Vertiv Holdings Co-a | 0% | -6.09% | 减仓 |
| 34 | CART | Maplebear Inc | 0% | +1.85% | 加仓 |
| 35 | BWA | Borgwarner Inc | 0% | +4.55% | 加仓 |
| 36 | TSM | Taiwan Semiconductor-sp Adr | 0% | -3.42% | 减仓 |
| 37 | ABBV | Abbvie Inc | 0% | +7.38% | 加仓 |
| 38 | OZK | Bank Ozk | 0% | +8.72% | 加仓 |
| 39 | EPR | Epr Properties | 0% | +8.56% | 加仓 |
| 40 | BAC | Bank Of America CORP | 0% | +16.06% | 加仓 |
| 41 | HTAX | Nomura National High-yield M | 0% | +26.78% | 加仓 |
| 42 | GE | General Electric | 0% | -0.81% | 减仓 |
| 43 | IBIT | Ishares Bitcoin Trust ETF | — | +41.46% | 加仓 |
| 44 | IBM | Intl Business Machines CORP | 0% | +4.59% | 加仓 |
| 45 | VO | Vanguard Mid-cap ETF | 0% | +300.00% | 加仓 |
| 46 | TPR | Tapestry Inc | 0% | +6.50% | 加仓 |
| 47 | VWO | Vanguard Ftse Emerging Marke | 0% | -1.21% | 减仓 |
| 48 | WY51 | Creative Media & Community T | 0% | EXIT | 清仓 |
| 49 | GS | Goldman Sachs Group Inc | 0% | +1.96% | 加仓 |
| 50 | GOOG | Alphabet Inc-cl C | 0% | -6.87% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Wincap Financial LLC 在 Q2 2026 季度的美股持仓总市值约为 US$1.9亿，共申报了 91 个公开持股仓位。
在 Q2 2026 季度，Wincap Financial LLC 按市值排列的前三大核心持股分别为：EMEQ (12.3%)、GSST (7.9%)、BLV (7.2%)。其中最大持股仓位 EMEQ 占据整体投资组合约 12.3% 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
OKTA
市值: US$125.7万
本季最大获利了结 / 清仓标的
BLDR
前期市值: US$105.0万
在 Q2 2026 季度中，Wincap Financial LLC 共进行了 94 项持仓异动，包含新建仓 11 个仓位、加仓 60 个仓位、减仓 16 个仓位以及清仓 7 个仓位。 其中最大新建仓标的为 OKTA。 本季清仓仓位包含 BLDR。
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。