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: 0000926833
申报总市值
US$2.1亿
US$2.1亿
51 檔
31.0%
截至 Q1 2026 季度末，Wisconsin Capital Management LLC 的美股持仓估值约为 US$2.1亿，全数申报仓位共有 51 档。
在 Q1 2026，Wisconsin Capital Management LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 30 个仓位并完全清仓 4 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，Wisconsin Capital Management LLC 的前 5 大核心持股（包含 NVDA, GOOGL, AAPL 等）合计占整体申报市值的 31.0%，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 | 13.59% | -0.18% | -3.68% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 7.84% | +0.40% | -8.94% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 5.19% | -0.06% | -5.27% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.84% | -0.52% | +0.04% | |
| 5 | V | Visa Inc-class A Shares | 股票-金融 | 4.45% | -0.21% | -5.34% | |
| 6 | MA | Mastercard Inc - A | 股票-金融 | 4.42% | -0.49% | -2.39% | |
| 7 | VSEC | Vse CORP | 股票-工业 | 4.24% | +0.31% | -5.40% | |
| 8 | AIR | Aar CORP | 股票-工业 | 4.23% | +0.55% | -2.70% | |
| 9 | MOD | Modine Manufacturing Co | 股票-周期性消费 | 4.11% | -0.05% | +44.07% | |
| 10 | AMZN | Amazon.com Inc | 股票-周期性消费 | 4.09% | -0.10% | -0.17% | |
| 11 | AXP | American Express Co | 股票-金融 | 3.10% | -0.11% | -16.42% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.95% | -0.08% | -2.31% | |
| 13 | AMD | Advanced Micro Devices | 股票-科技 | 2.81% | +3.71% | -0.15% | |
| 14 | HON | Honeywell International Inc | 股票-工业 | 2.71% | -2.71% | EXIT | |
| 15 | MELI | Mercadolibre Inc | 股票-周期性消费 | 2.56% | -0.38% | -14.64% | |
| 16 | XOM | Exxon Mobil CORP | 股票-能源 | 2.35% | -0.71% | -6.53% | |
| 17 | PSX | Phillips 66 | 股票-能源 | 2.17% | -0.41% | +26.06% | |
| 18 | LLY | Eli Lilly & Co | 股票-医疗保健 | 2.14% | +0.28% | -18.80% | |
| 19 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.09% | -0.37% | -1.29% | |
| 20 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 1.78% | -0.45% | -0.61% | |
| 21 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.67% | +0.52% | +1.35% | |
| 22 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 1.39% | -0.14% | -22.79% | |
| 23 | KMI | Kinder Morgan, Inc. | 股票-能源 | 1.20% | -0.21% | +5.78% | |
| 24 | SYK | Stryker CORP | 股票-医疗保健 | 1.11% | +0.26% | -3.32% | |
| 25 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.96% | -0.08% | -6.71% | |
| 26 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.94% | -0.23% | -11.91% | |
| 27 | EMR | Emerson Electric Co | 股票-工业 | 0.94% | -0.05% | -6.31% | |
| 28 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.92% | +0.06% | -7.01% | |
| 29 | MCHP | Microchip Technology Inc | 股票-科技 | 0.89% | +0.20% | -8.72% | |
| 30 | TOST | Toast Inc-class A | 股票-科技 | 0.79% | -0.02% | -58.06% | |
| 31 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.71% | +0.07% | +1.36% | |
| 32 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.64% | +0.02% | — | |
| 33 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.54% | -0.14% | +2.77% | |
| 34 | ELF | Elf Beauty Inc | 股票-非周期性消费 | 0.54% | -0.54% | EXIT | |
| 35 | NU | Nu Holdings Ltd. | 股票-金融 | 0.54% | -0.11% | -0.52% | |
| 36 | GEV | GE Vernova Inc | 股票-工业 | 0.52% | +0.08% | — | |
| 37 | PKE | Park Aerospace CORP | 股票-其他 | 0.52% | +0.10% | — | |
| 38 | PWR | Quanta Services Inc | 股票-工业 | 0.51% | +0.08% | — | |
| 39 | SNPS | Synopsys Inc | 股票-科技 | 0.46% | -0.02% | -0.57% | |
| 40 | UI | Ubiquiti Inc | 股票-科技 | 0.43% | -0.43% | EXIT | |
| 41 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.38% | -0.03% | — | |
| 42 | CDNS | Cadence Design Sys Inc | 股票-科技 | 0.37% | +0.07% | -1.53% | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.23% | +0.03% | +15.81% | |
| 44 | FISV | Fiserv Inc | 股票-其他 | 0.20% | -0.20% | EXIT | |
| 45 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.18% | -0.03% | — | |
| 46 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.17% | — | — | |
| 47 | CPRT | Copart Inc | 股票-工业 | 0.15% | -0.15% | EXIT | |
| 48 | WMT | Walmart Inc | 股票-非周期性消费 | 0.13% | -0.03% | -15.47% | |
| 49 | ISHG | Ishares -3 Year Internationa | ETF-其他 | 0.12% | -0.01% | — | |
| 50 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.11% | -0.11% | EXIT |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MOD | Modine Manufacturing Co | +2.5% | +44.07% | 加仓 |
| 2 | HON | Honeywell International Inc | +2% | +207.17% | 加仓 |
| 3 | AIR | Aar CORP | +1.2% | -2.70% | 减仓 |
| 4 | PSX | Phillips 66 | +1.1% | +26.06% | 加仓 |
| 5 | XOM | Exxon Mobil CORP | +0.7% | -6.53% | 减仓 |
| 6 | COST | Costco Wholesale CORP | +0.4% | -1.29% | 减仓 |
| 7 | VSEC | Vse CORP | +0.4% | -5.40% | 减仓 |
| 8 | KMI | Kinder Morgan, Inc. | +0.3% | +5.78% | 加仓 |
| 9 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +1.35% | 加仓 |
| 10 | UI | Ubiquiti Inc | +0.2% | — | 不变 |
| 11 | MRK | Merck & Co. Inc. | +0.1% | -6.71% | 减仓 |
| 12 | ELF | Elf Beauty Inc | +0.1% | +43.27% | 加仓 |
| 13 | IAU | Ishares Gold Trust | +0.1% | +2.77% | 加仓 |
| 14 | AMD | Advanced Micro Devices | +0.1% | -0.15% | 减仓 |
| 15 | SCHA | Schwab US Small-cap ETF | +0.1% | +1.36% | 加仓 |
| 16 | SCHM | Schwab US Mid Cap ETF | +0.1% | — | 不变 |
| 17 | JNJ | Johnson & Johnson | 0% | — | 不变 |
| 18 | QQQ | Invesco Qqq Trust Series 1 | 0% | +15.81% | 加仓 |
| 19 | PEP | Pepsico Inc | 0% | -11.91% | 减仓 |
| 20 | EMR | Emerson Electric Co | 0% | -6.31% | 减仓 |
| 21 | WMT | Walmart Inc | 0% | -15.47% | 减仓 |
| 22 | MCHP | Microchip Technology Inc | — | -8.72% | 减仓 |
| 23 | SCHW | Schwab (charles) CORP | — | — | 不变 |
| 24 | CPRT | Copart Inc | 0% | -3.89% | 减仓 |
| 25 | SYK | Stryker CORP | 0% | -3.32% | 减仓 |
| 26 | CDNS | Cadence Design Sys Inc | 0% | -1.53% | 减仓 |
| 27 | ABT | Abbott Laboratories | 0% | — | 不变 |
| 28 | NU | Nu Holdings Ltd. | 0% | -0.52% | 减仓 |
| 29 | SNPS | Synopsys Inc | 0% | -0.57% | 减仓 |
| 30 | GOOG | Alphabet Inc-cl C | -0.1% | -7.01% | 减仓 |
| 31 | AMZN | Amazon.com Inc | -0.1% | -0.17% | 减仓 |
| 32 | JPM | Jpmorgan Chase & Co | -0.1% | -2.31% | 减仓 |
| 33 | GENI | Genius Sports Limited | -0.1% | — | 不变 |
| 34 | FISV | Fiserv Inc | -0.2% | -38.40% | 减仓 |
| 35 | AAPL | Apple Inc | -0.2% | -5.27% | 减仓 |
| 36 | ISRG | Intuitive Surgical Inc | -0.3% | -0.61% | 减仓 |
| 37 | SGOV | Ishares 0-3 Month Treasury B | -0.3% | -22.79% | 减仓 |
| 38 | NVDA | Nvidia CORP | -0.3% | -3.68% | 减仓 |
| 39 | MA | Mastercard Inc - A | -0.4% | -2.39% | 减仓 |
| 40 | V | Visa Inc-class A Shares | -0.6% | -5.34% | 减仓 |
| 41 | MELI | Mercadolibre Inc | -0.7% | -14.64% | 减仓 |
| 42 | LLY | Eli Lilly & Co | -0.7% | -18.80% | 减仓 |
| 43 | GOOGL | Alphabet Inc-cl A | -0.8% | -8.94% | 减仓 |
| 44 | MSFT | Microsoft CORP | -1% | +0.04% | 加仓 |
| 45 | AXP | American Express Co | -1.1% | -16.42% | 减仓 |
| 46 | TOST | Toast Inc-class A | -1.5% | -58.06% | 减仓 |
| 47 | ADSK | Autodesk Inc | — | EXIT | 清仓 |
| 48 | CLBT | Cellebrite DI Ltd. | — | EXIT | 清仓 |
| 49 | GEV | GE Vernova Inc | — | NEW | 新建仓 |
| 50 | PKE | Park Aerospace CORP | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Wisconsin Capital Management LLC 在 Q1 2026 季度的美股持仓总市值约为 US$2.1亿，共申报了 51 个公开持股仓位。
在 Q1 2026 季度，Wisconsin Capital Management LLC 按市值排列的前三大核心持股分别为：NVDA (13.6%)、GOOGL (7.8%)、AAPL (5.2%)。其中最大持股仓位 NVDA 占据整体投资组合约 13.6% 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
GEV
市值: US$94.5万
本季最大获利了结 / 清仓标的
ADSK
前期市值: US$463.5万
在 Q1 2026 季度中，Wisconsin Capital Management LLC 共进行了 49 项持仓异动，包含新建仓 5 个仓位、加仓 10 个仓位、减仓 30 个仓位以及清仓 4 个仓位。 其中最大新建仓标的为 GEV。 本季清仓仓位包含 ADSK。
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。