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: 0000842782
申报总市值
US$30.9亿
US$30.9亿
241 檔
15.3%
根据最新整理的 13F 季度数据集，Zwj Investment Counsel Inc 于 Q1 2026 结束时的管理资产规模为 US$30.9亿。该机构在本季度申报了 241 档美股持仓，呈现出该时期的主要投资地图。
在 Q1 2026，Zwj Investment Counsel Inc 操作展现出积极扩展与加仓意向。本季共新建仓 20 个新仓位，并对 91 个既有持股进行加仓（合计增持 111 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Zwj Investment Counsel Inc 的前 5 大核心持股（包含 GOOG, KO, NVDA 等）合计占整体申报市值的 15.3%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 241 只）
| # | 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 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 4.13% | +0.43% | -12.11% | |
| 2 | KO | Coca-cola Co/the | 股票-非周期性消费 | 3.56% | -0.14% | -1.22% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 3.24% | +0.09% | -3.63% | |
| 4 | AVGO | Broadcom Inc | 股票-科技 | 3.23% | +0.31% | -0.68% | |
| 5 | BWXT | Bwx Technologies Inc | 股票-工业 | 2.89% | -0.52% | -3.86% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.80% | -0.16% | +5.48% | |
| 7 | MU | Micron Technology Inc | 股票-科技 | 2.78% | +2.92% | -40.49% | |
| 8 | AZN | AstraZeneca PLC | 股票-医疗保健 | 2.75% | -0.32% | — | |
| 9 | ABBV | Abbvie Inc | 股票-医疗保健 | 2.65% | +0.13% | +0.84% | |
| 10 | CSCO | Cisco Systems Inc | 股票-科技 | 2.41% | +0.73% | -0.04% | |
| 11 | NOC | Northrop Grumman CORP | 股票-工业 | 2.40% | -0.74% | +0.16% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.33% | +0.05% | -0.70% | |
| 13 | AAPL | Apple Inc | 股票-科技 | 2.33% | +0.12% | +0.24% | |
| 14 | CB | Chubb Limited | 股票-金融 | 2.33% | -0.13% | +3.96% | |
| 15 | CTVA | Corteva Inc | 股票-原材料 | 2.32% | -0.21% | +1.50% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 2.16% | +0.15% | +4.10% | |
| 17 | ORCL | Oracle CORP | 股票-科技 | 2.09% | -0.20% | +4.51% | |
| 18 | CVX | Chevron CORP | 股票-能源 | 1.95% | -0.54% | +1.12% | |
| 19 | PSX | Phillips 66 | 股票-能源 | 1.94% | -0.33% | +2.37% | |
| 20 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.92% | -0.07% | +0.37% | |
| 21 | AEP | American Electric Power | 股票-公用事业 | 1.86% | -0.12% | +1.25% | |
| 22 | PGR | Progressive CORP | 股票-金融 | 1.75% | +0.04% | +16.16% | |
| 23 | AXP | American Express Co | 股票-金融 | 1.71% | +0.02% | -0.13% | |
| 24 | INGR | Ingredion Inc | 股票-非周期性消费 | 1.63% | -0.39% | +6.31% | |
| 25 | BA | Boeing Co/the | 股票-工业 | 1.60% | +0.06% | +5.49% | |
| 26 | BSX | Boston Scientific CORP | 股票-医疗保健 | 1.59% | -0.78% | +23.31% | |
| 27 | ROP | Roper Technologies Inc | 股票-科技 | 1.59% | -0.25% | +69.60% | |
| 28 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.56% | -0.06% | +2.72% | |
| 29 | MDLZ | Mondelez International Inc-a | 股票-非周期性消费 | 1.44% | -0.11% | +2.68% | |
| 30 | SAIA | Saia Inc | 股票-工业 | 1.32% | +0.09% | +1.96% | |
| 31 | SRE | Sempra | 股票-公用事业 | 1.18% | -0.13% | +4.81% | |
| 32 | T | At&t Inc | 股票-通信服务 | 1.16% | -0.41% | -0.02% | |
| 33 | YUM | Yum! Brands Inc | 股票-周期性消费 | 1.12% | -0.02% | +6.66% | |
| 34 | ACN | Accenture plc | 股票-科技 | 1.10% | -0.47% | +43.60% | |
| 35 | AME | Ametek Inc | 股票-工业 | 1.09% | +0.05% | +17.38% | |
| 36 | UBER | Uber Technologies Inc | 股票-工业 | 1.09% | +0.28% | +18.32% | |
| 37 | TSN | Tyson Foods Inc-cl A | 股票-非周期性消费 | 1.07% | -0.17% | +9.15% | |
| 38 | SSNC | Ss&c Technologies Holdings | 股票-科技 | 1.06% | -0.13% | +18.26% | |
| 39 | OUT | Outfront Media Inc | 股票-其他 | 1.05% | -0.38% | -8.21% | |
| 40 | HD | Home Depot Inc | 股票-周期性消费 | 1.03% | +0.01% | +5.31% | |
| 41 | OMC | Omnicom Group | 股票-通信服务 | 1.03% | +0.09% | +2.26% | |
| 42 | J | Jacobs Solutions Inc | 股票-工业 | 1.00% | -0.05% | -0.58% | |
| 43 | ELV | Elevance Health Inc | 股票-医疗保健 | 0.95% | +0.17% | -8.69% | |
| 44 | GM | General Motors Co | 股票-周期性消费 | 0.86% | -0.07% | -9.15% | |
| 45 | EWBC | East West Bancorp Inc | 股票-金融 | 0.84% | +0.06% | -0.45% | |
| 46 | IFF | Intl Flavors & Fragrances | 股票-原材料 | 0.82% | — | +8.90% | |
| 47 | APD | Air Products & Chemicals Inc | 股票-原材料 | 0.82% | -0.04% | +21.98% | |
| 48 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.82% | -0.15% | +12.55% | |
| 49 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.78% | -0.02% | +4.34% | |
| 50 | DG | Dollar General CORP | 股票-非周期性消费 | 0.62% | -0.04% | -3.18% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | PSX | Phillips 66 | +0.6% | +2.37% | 加仓 |
| 2 | NFLX | Netflix Inc | +0.6% | +5459.04% | 加仓 |
| 3 | CVX | Chevron CORP | +0.5% | +1.12% | 加仓 |
| 4 | CTVA | Corteva Inc | +0.5% | +1.50% | 加仓 |
| 5 | ROP | Roper Technologies Inc | +0.4% | +69.60% | 加仓 |
| 6 | NOC | Northrop Grumman CORP | +0.4% | +0.16% | 加仓 |
| 7 | BWXT | Bwx Technologies Inc | +0.4% | -3.86% | 减仓 |
| 8 | JNJ | Johnson & Johnson | +0.3% | +0.37% | 加仓 |
| 9 | APD | Air Products & Chemicals Inc | +0.3% | +21.98% | 加仓 |
| 10 | KO | Coca-cola Co/the | +0.2% | -1.22% | 减仓 |
| 11 | AEP | American Electric Power | +0.2% | +1.25% | 加仓 |
| 12 | VZ | Verizon Communications Inc | +0.2% | +12.55% | 加仓 |
| 13 | AME | Ametek Inc | +0.2% | +17.38% | 加仓 |
| 14 | CB | Chubb Limited | +0.2% | +3.96% | 加仓 |
| 15 | TSN | Tyson Foods Inc-cl A | +0.2% | +9.15% | 加仓 |
| 16 | T | At&t Inc | +0.2% | -0.02% | 减仓 |
| 17 | ZBRA | Zebra Technologies Corp-cl A | +0.2% | +67.01% | 加仓 |
| 18 | EOG | Eog Resources Inc | +0.2% | +29.10% | 加仓 |
| 19 | SRE | Sempra | +0.2% | +4.81% | 加仓 |
| 20 | MDLZ | Mondelez International Inc-a | +0.1% | +2.68% | 加仓 |
| 21 | INGR | Ingredion Inc | +0.1% | +6.31% | 加仓 |
| 22 | IFF | Intl Flavors & Fragrances | +0.1% | +8.90% | 加仓 |
| 23 | SAIA | Saia Inc | +0.1% | +1.96% | 加仓 |
| 24 | XOM | Exxon Mobil CORP | +0.1% | -7.21% | 减仓 |
| 25 | YUM | Yum! Brands Inc | +0.1% | +6.66% | 加仓 |
| 26 | ACN | Accenture plc | +0.1% | +43.60% | 加仓 |
| 27 | EUSA | Ishares Msci USA Equal Weigh | +0.1% | +243.12% | 加仓 |
| 28 | GNRC | Generac Holdings Inc | +0.1% | +8.78% | 加仓 |
| 29 | TTE | TotalEnergies SE | +0.1% | -4.14% | 减仓 |
| 30 | UBER | Uber Technologies Inc | +0.1% | +18.32% | 加仓 |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +23.73% | 加仓 |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +39.80% | 加仓 |
| 33 | GEV | GE Vernova Inc | 0% | +29.37% | 加仓 |
| 34 | PG | Procter & Gamble Co/the | 0% | +4.34% | 加仓 |
| 35 | FISV | Fiserv Inc | 0% | +128.96% | 加仓 |
| 36 | DIA | Ss Spdr Dow Jones Indus Avg | 0% | +374.91% | 加仓 |
| 37 | ABNB | Airbnb Inc-class A | 0% | +26.13% | 加仓 |
| 38 | CFG | Citizens Financial Group | 0% | +9.03% | 加仓 |
| 39 | COLB | Columbia Banking System Inc | 0% | +10.78% | 加仓 |
| 40 | NSC | Norfolk Southern CORP | 0% | +33.14% | 加仓 |
| 41 | COST | Costco Wholesale CORP | 0% | +13.87% | 加仓 |
| 42 | PGR | Progressive CORP | 0% | +16.16% | 加仓 |
| 43 | QQQ | Invesco Qqq Trust Series 1 | 0% | +167.45% | 加仓 |
| 44 | CSCO | Cisco Systems Inc | 0% | -0.04% | 减仓 |
| 45 | SGOV | Ishares 0-3 Month Treasury B | 0% | +26.46% | 加仓 |
| 46 | GLW | Corning Inc | 0% | -4.19% | 减仓 |
| 47 | JMST | JPM Ultra-short Muni Income | 0% | +9.77% | 加仓 |
| 48 | AMAT | Applied Materials Inc | 0% | +0.40% | 加仓 |
| 49 | VCSH | Vanguard S/t CORP Bond ETF | 0% | +74.50% | 加仓 |
| 50 | VOO | Vanguard S&p 500 ETF | 0% | +11.39% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Zwj Investment Counsel Inc 在 Q1 2026 季度的美股持仓总市值约为 US$30.9亿，共申报了 241 个公开持股仓位。
在 Q1 2026 季度，Zwj Investment Counsel Inc 按市值排列的前三大核心持股分别为：GOOG (4.1%)、KO (3.6%)、NVDA (3.2%)。其中最大持股仓位 GOOG 占据整体投资组合约 4.1% 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。
本季最大新建仓标的
AZN
市值: US$7637.6万
本季最大获利了结 / 清仓标的
AZNN
前期市值: US$7017.1万
在 Q1 2026 季度中，Zwj Investment Counsel Inc 共进行了 186 项持仓异动，包含新建仓 20 个仓位、加仓 91 个仓位、减仓 59 个仓位以及清仓 16 个仓位。 其中最大新建仓标的为 AZN。 本季清仓仓位包含 AZNN。
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。