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: 0001078635
申报总市值
US$13.2亿
US$13.2亿
69 檔
37.3%
Windward Capital Management Co /ca 在 Q1 2026 季度的美股仓位总计估值为 US$13.2亿，分散于 69 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q1 2026，Windward Capital Management Co /ca 展现出较为审慎的避险与获利了结姿态。本季共减仓 41 个仓位并完全清仓 6 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，Windward Capital Management Co /ca 的前 5 大核心持股（包含 AAPL, GOOG, GOOGL 等）合计占整体申报市值的 37.3%，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 | AAPL | Apple Inc | 股票-科技 | 15.80% | +0.85% | -1.58% | |
| 2 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 6.35% | +0.86% | -1.14% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 6.35% | +0.92% | -1.16% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 6.28% | +0.34% | -1.33% | |
| 5 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 5.33% | -0.72% | -1.38% | |
| 6 | LIN | Linde plc | 股票-原材料 | 3.36% | -0.11% | -0.33% | |
| 7 | NEE | Nextera Energy Inc | 股票-公用事业 | 3.18% | -0.39% | -0.00% | |
| 8 | BLK | Blackrock Inc | 股票-金融 | 2.92% | -0.22% | -0.43% | |
| 9 | MAR | Marriott International -cl A | 股票-周期性消费 | 2.78% | +0.12% | -0.56% | |
| 10 | CRM | Salesforce Inc | 股票-科技 | 2.76% | -0.63% | -1.07% | |
| 11 | CME | Cme Group Inc | 股票-金融 | 2.71% | -0.83% | +34.45% | |
| 12 | LMT | Lockheed Martin CORP | 股票-工业 | 2.68% | -0.59% | -0.07% | |
| 13 | TJX | Tjx Companies Inc | 股票-周期性消费 | 2.46% | -0.31% | -0.26% | |
| 14 | TER | Teradyne Inc | 股票-科技 | 2.39% | +1.20% | -0.80% | |
| 15 | CMI | Cummins Inc | 股票-工业 | 2.30% | +0.51% | -0.23% | |
| 16 | RTX | Rtx CORP | 股票-工业 | 2.10% | -0.19% | -1.15% | |
| 17 | DHI | Dr Horton Inc | 股票-周期性消费 | 1.99% | +0.19% | -1.58% | |
| 18 | ACN | Accenture plc | 股票-科技 | 1.92% | -0.80% | -0.11% | |
| 19 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.69% | -0.09% | +9.54% | |
| 20 | CVS | Cvs Health CORP | 股票-医疗保健 | 1.67% | +0.56% | +0.29% | |
| 21 | PEP | Pepsico Inc | 股票-非周期性消费 | 1.64% | -0.30% | +17.40% | |
| 22 | CNI | Canadian Natl Railway Co | 股票-工业 | 1.44% | +0.10% | -0.39% | |
| 23 | ZTS | Zoetis Inc | 股票-医疗保健 | 1.30% | -0.57% | -0.38% | |
| 24 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.29% | -0.07% | -1.85% | |
| 25 | NKE | Nike Inc -cl B | 股票-周期性消费 | 1.28% | -0.36% | -0.22% | |
| 26 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.21% | -0.10% | +0.08% | |
| 27 | STX | Seagate Technology Holdings plc | 股票-科技 | 1.17% | +0.47% | -29.69% | |
| 28 | MSFT | Microsoft CORP | 股票-科技 | 0.77% | -0.04% | +0.11% | |
| 29 | WMT | Walmart Inc | 股票-非周期性消费 | 0.72% | -0.10% | +0.05% | |
| 30 | WELL | Welltower Inc | 股票-房地产 | 0.69% | +0.06% | +0.16% | |
| 31 | BA | Boeing Co/the | 股票-工业 | 0.68% | — | -0.28% | |
| 32 | DUK | Duke Energy CORP | 股票-公用事业 | 0.68% | -0.06% | +0.43% | |
| 33 | CARR | Carrier Global CORP | 股票-工业 | 0.65% | +0.14% | -0.44% | |
| 34 | DE | Deere & Co | 股票-工业 | 0.65% | +0.03% | -0.07% | |
| 35 | ASML | ASML Holding N.V. | 股票-科技 | 0.60% | +0.23% | -1.95% | |
| 36 | AMGN | Amgen Inc | 股票-医疗保健 | 0.59% | -0.02% | +0.29% | |
| 37 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.57% | -0.12% | +0.05% | |
| 38 | WM | Waste Management Inc | 股票-工业 | 0.51% | -0.05% | +0.28% | |
| 39 | CTVA | Corteva Inc | 股票-原材料 | 0.50% | -0.04% | -0.74% | |
| 40 | ETN | Eaton Corporation plc | 股票-工业 | 0.47% | +0.05% | +0.19% | |
| 41 | OTIS | Otis Worldwide CORP | 股票-工业 | 0.46% | -0.06% | -0.31% | |
| 42 | PM | Philip Morris International | 股票-非周期性消费 | 0.44% | +0.01% | +14.53% | |
| 43 | IBM | Intl Business Machines CORP | 股票-科技 | 0.43% | +0.03% | +0.52% | |
| 44 | UNP | Union Pacific CORP | 股票-工业 | 0.37% | +0.02% | -3.98% | |
| 45 | EMR | Emerson Electric Co | 股票-工业 | 0.36% | +0.01% | +0.31% | |
| 46 | T | At&t Inc | 股票-通信服务 | 0.36% | -0.12% | +0.78% | |
| 47 | Q | Qnity Electronics Inc | 股票-科技 | 0.35% | +0.11% | -0.85% | |
| 48 | ADP | Automatic Data Processing | 股票-科技 | 0.34% | +0.01% | -0.63% | |
| 49 | HD | Home Depot Inc | 股票-周期性消费 | 0.33% | — | +0.49% | |
| 50 | 6D8 | Dupont De Nemours Inc | 股票-其他 | 0.28% | -0.28% | EXIT |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | CME | Cme Group Inc | +0.9% | +34.45% | 加仓 |
| 2 | TER | Teradyne Inc | +0.9% | -0.80% | 减仓 |
| 3 | COST | Costco Wholesale CORP | +0.8% | -1.38% | 减仓 |
| 4 | LMT | Lockheed Martin CORP | +0.6% | -0.07% | 减仓 |
| 5 | LIN | Linde plc | +0.5% | -0.33% | 减仓 |
| 6 | NEE | Nextera Energy Inc | +0.5% | -0.00% | 减仓 |
| 7 | PEP | Pepsico Inc | +0.4% | +17.40% | 加仓 |
| 8 | PG | Procter & Gamble Co/the | +0.2% | +9.54% | 加仓 |
| 9 | MAR | Marriott International -cl A | +0.2% | -0.56% | 减仓 |
| 10 | CMI | Cummins Inc | +0.2% | -0.23% | 减仓 |
| 11 | TJX | Tjx Companies Inc | +0.2% | -0.26% | 减仓 |
| 12 | RTX | Rtx CORP | +0.1% | -1.15% | 减仓 |
| 13 | DE | Deere & Co | +0.1% | -0.07% | 减仓 |
| 14 | ASML | ASML Holding N.V. | +0.1% | -1.95% | 减仓 |
| 15 | Q | Qnity Electronics Inc | +0.1% | -0.85% | 减仓 |
| 16 | CTVA | Corteva Inc | +0.1% | -0.74% | 减仓 |
| 17 | LYB | LyondellBasell Industries N.V. | +0.1% | +0.65% | 加仓 |
| 18 | WMT | Walmart Inc | +0.1% | +0.05% | 加仓 |
| 19 | DUK | Duke Energy CORP | +0.1% | +0.43% | 加仓 |
| 20 | CNI | Canadian Natl Railway Co | +0.1% | -0.39% | 减仓 |
| 21 | PM | Philip Morris International | +0.1% | +14.53% | 加仓 |
| 22 | DOW | Dow Inc | +0.1% | +0.59% | 加仓 |
| 23 | T | At&t Inc | +0.1% | +0.78% | 加仓 |
| 24 | ETN | Eaton Corporation plc | +0.1% | +0.19% | 加仓 |
| 25 | VZ | Verizon Communications Inc | +0.1% | +1.29% | 加仓 |
| 26 | WELL | Welltower Inc | +0.1% | +0.16% | 加仓 |
| 27 | AMGN | Amgen Inc | +0.1% | +0.29% | 加仓 |
| 28 | CARR | Carrier Global CORP | +0.1% | -0.44% | 减仓 |
| 29 | 6D8 | Dupont De Nemours Inc | 0% | -0.40% | 减仓 |
| 30 | MRK | Merck & Co. Inc. | 0% | +0.54% | 加仓 |
| 31 | WM | Waste Management Inc | 0% | +0.28% | 加仓 |
| 32 | PFE | Pfizer Inc | 0% | +1.35% | 加仓 |
| 33 | STX | Seagate Technology Holdings plc | 0% | -29.69% | 减仓 |
| 34 | WY | Weyerhaeuser Co | 0% | +0.64% | 加仓 |
| 35 | EMR | Emerson Electric Co | 0% | +0.31% | 加仓 |
| 36 | UNP | Union Pacific CORP | 0% | -3.98% | 减仓 |
| 37 | MUFG | Mitsubishi Ufj Finl-spon Adr | — | -34.99% | 减仓 |
| 38 | KEYS | Keysight Technologies In | — | -36.81% | 减仓 |
| 39 | KMB | Kimberly-clark CORP | — | +1.08% | 加仓 |
| 40 | APD | Air Products & Chemicals Inc | — | -36.52% | 减仓 |
| 41 | CI | THE Cigna Group | — | — | 不变 |
| 42 | CMCSA | Comcast Corp-class A | 0% | +0.05% | 加仓 |
| 43 | HD | Home Depot Inc | 0% | +0.49% | 加仓 |
| 44 | WAB | Wabtec CORP | 0% | -36.86% | 减仓 |
| 45 | ROST | Ross Stores Inc | 0% | -37.39% | 减仓 |
| 46 | PANW | Palo Alto Networks Inc | 0% | -36.57% | 减仓 |
| 47 | A | Agilent Technologies Inc | 0% | -35.70% | 减仓 |
| 48 | TSCO | Tractor Supply Company | 0% | -36.53% | 减仓 |
| 49 | ROP | Roper Technologies Inc | 0% | -35.89% | 减仓 |
| 50 | ZTS | Zoetis Inc | -0.1% | -0.38% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Windward Capital Management Co /ca 在 Q1 2026 季度的美股持仓总市值约为 US$13.2亿，共申报了 69 个公开持股仓位。
在 Q1 2026 季度，Windward Capital Management Co /ca 按市值排列的前三大核心持股分别为：AAPL (15.8%)、GOOG (6.3%)、GOOGL (6.3%)。其中最大持股仓位 AAPL 占据整体投资组合约 15.8% 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
RYN
市值: US$246.3万
本季最大获利了结 / 清仓标的
FISV
前期市值: US$1316.1万
在 Q1 2026 季度中，Windward Capital Management Co /ca 共进行了 74 项持仓异动，包含新建仓 2 个仓位、加仓 25 个仓位、减仓 41 个仓位以及清仓 6 个仓位。 其中最大新建仓标的为 RYN。 本季清仓仓位包含 FISV。
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。