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: 0001963452
申报总市值
US$2.5亿
US$2.5亿
32 檔
23.9%
在 Q1 2026 申报期间，Windle Wealth, LLC（CIK: 0001963452）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$2.5亿，共持有 32 个公开申报仓位。
在 Q1 2026，Windle Wealth, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 0 个新仓位，并对 24 个既有持股进行加仓（合计增持 24 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Windle Wealth, LLC 的前 5 大核心持股（包含 NVDA, XOM, JNJ 等）合计占整体申报市值的 23.9%，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 | 6.06% | +0.56% | — | |
| 2 | XOM | Exxon Mobil CORP | 股票-能源 | 5.18% | -1.23% | -2.73% | |
| 3 | JNJ | Johnson & Johnson | 股票-医疗保健 | 4.65% | — | -1.08% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 4.65% | +0.43% | +3.28% | |
| 5 | CVX | Chevron CORP | 股票-能源 | 4.64% | -1.10% | -2.34% | |
| 6 | WELL | Welltower Inc | 股票-房地产 | 4.53% | +0.41% | +1.58% | |
| 7 | T | At&t Inc | 股票-通信服务 | 4.17% | -1.20% | +5.20% | |
| 8 | VZ | Verizon Communications Inc | 股票-通信服务 | 4.14% | -0.71% | -0.55% | |
| 9 | ED | Consolidated Edison Inc | 股票-公用事业 | 4.05% | -0.16% | +2.64% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 3.99% | +0.04% | +14.23% | |
| 11 | KO | Coca-cola Co/the | 股票-非周期性消费 | 3.97% | +0.15% | +0.79% | |
| 12 | MO | Altria Group Inc | 股票-非周期性消费 | 3.96% | +0.22% | +3.79% | |
| 13 | ABBV | Abbvie Inc | 股票-医疗保健 | 3.93% | +0.50% | +3.54% | |
| 14 | AVGO | Broadcom Inc | 股票-科技 | 3.93% | +0.07% | +7.85% | |
| 15 | SO | Southern Co/the | 股票-公用事业 | 3.89% | -0.11% | +4.84% | |
| 16 | MCD | Mcdonald's CORP | 股票-周期性消费 | 3.64% | -0.43% | +4.01% | |
| 17 | ITW | Illinois Tool Works | 股票-工业 | 3.48% | +0.20% | +1.90% | |
| 18 | PEP | Pepsico Inc | 股票-非周期性消费 | 3.46% | -0.31% | +0.74% | |
| 19 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 3.39% | -0.01% | -6.52% | |
| 20 | O | Realty Income CORP | 股票-房地产 | 3.38% | +0.12% | +2.06% | |
| 21 | MMM | 3m Co | 股票-工业 | 3.35% | +0.39% | +4.72% | |
| 22 | TROW | T Rowe Price Group Inc | 股票-金融 | 3.15% | +0.68% | +18.95% | |
| 23 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.14% | +0.56% | +0.10% | |
| 24 | UL | Unilever Plc-sponsored Adr | 股票-非周期性消费 | 3.03% | +0.39% | +3.84% | |
| 25 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.14% | +0.09% | +0.09% | |
| 26 | COIN | Coinbase Global Inc -class A | 股票-金融 | 0.89% | -0.18% | +26.66% | |
| 27 | MELI | Mercadolibre Inc | 股票-周期性消费 | 0.66% | -0.05% | — | |
| 28 | HD | Home Depot Inc | 股票-周期性消费 | 0.37% | +0.01% | +0.97% | |
| 29 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.36% | +0.37% | — | |
| 30 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.34% | +0.12% | +166.67% | |
| 31 | TSLA | Tesla Inc | 股票-周期性消费 | 0.28% | +0.02% | +2.36% | |
| 32 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.20% | +0.04% | +0.06% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +1.2% | -2.73% | 减仓 |
| 2 | CVX | Chevron CORP | +0.9% | -2.34% | 减仓 |
| 3 | T | At&t Inc | +0.6% | +5.20% | 加仓 |
| 4 | VZ | Verizon Communications Inc | +0.6% | -0.55% | 减仓 |
| 5 | JNJ | Johnson & Johnson | +0.4% | -1.08% | 减仓 |
| 6 | MO | Altria Group Inc | +0.4% | +3.79% | 加仓 |
| 7 | ED | Consolidated Edison Inc | +0.4% | +2.64% | 加仓 |
| 8 | SO | Southern Co/the | +0.3% | +4.84% | 加仓 |
| 9 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +166.67% | 加仓 |
| 10 | O | Realty Income CORP | +0.1% | +2.06% | 加仓 |
| 11 | KO | Coca-cola Co/the | +0.1% | +0.79% | 加仓 |
| 12 | PEP | Pepsico Inc | +0.1% | +0.74% | 加仓 |
| 13 | WELL | Welltower Inc | +0.1% | +1.58% | 加仓 |
| 14 | ITW | Illinois Tool Works | +0.1% | +1.90% | 加仓 |
| 15 | MCD | Mcdonald's CORP | 0% | +4.01% | 加仓 |
| 16 | GOOGL | Alphabet Inc-cl A | 0% | +0.06% | 加仓 |
| 17 | TROW | T Rowe Price Group Inc | 0% | +18.95% | 加仓 |
| 18 | HD | Home Depot Inc | 0% | +0.97% | 加仓 |
| 19 | TSLA | Tesla Inc | -0.1% | +2.36% | 加仓 |
| 20 | PANW | Palo Alto Networks Inc | -0.1% | — | 不变 |
| 21 | COIN | Coinbase Global Inc -class A | -0.1% | +26.66% | 加仓 |
| 22 | MELI | Mercadolibre Inc | -0.2% | — | 不变 |
| 23 | AMZN | Amazon.com Inc | -0.2% | +0.09% | 加仓 |
| 24 | ABBV | Abbvie Inc | -0.3% | +3.54% | 加仓 |
| 25 | MMM | 3m Co | -0.4% | +4.72% | 加仓 |
| 26 | AVGO | Broadcom Inc | -0.4% | +7.85% | 加仓 |
| 27 | PG | Procter & Gamble Co/the | -0.4% | -6.52% | 减仓 |
| 28 | AAPL | Apple Inc | -0.5% | +3.28% | 加仓 |
| 29 | GOOG | Alphabet Inc-cl C | -0.5% | +0.10% | 加仓 |
| 30 | UL | Unilever Plc-sponsored Adr | -0.5% | +3.84% | 加仓 |
| 31 | NVDA | Nvidia CORP | -0.8% | — | 不变 |
| 32 | MSFT | Microsoft CORP | -0.9% | +14.23% | 加仓 |
| 33 | UNH | Unitedhealth Group Inc | — | EXIT | 清仓 |
| 34 | MICC | The Magnum Ice Cream Company N. | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Windle Wealth, LLC 在 Q1 2026 季度的美股持仓总市值约为 US$2.5亿，共申报了 32 个公开持股仓位。
在 Q1 2026 季度，Windle Wealth, LLC 按市值排列的前三大核心持股分别为：NVDA (6.1%)、XOM (5.2%)、JNJ (4.7%)。其中最大持股仓位 NVDA 占据整体投资组合约 6.1% 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。
本季最大获利了结 / 清仓标的
UNH
前期市值: US$23.5万
在 Q1 2026 季度中，Windle Wealth, LLC 共进行了 31 项持仓异动，包含新建仓 0 个仓位、加仓 24 个仓位、减仓 5 个仓位以及清仓 2 个仓位。 本季清仓仓位包含 UNH。
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。