13F 申報指南13F 觀念全攻略
什麼是 SEC Form 13F 申報？美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
AlphaSMO 權威研究指南閱讀專題
CIK: 0001397424
申報總市值
US$4.0億
US$4.0億
296 檔
22.1%
Wbi Investments, LLC 在 Q1 2026 季度的美股部位總計估值為 US$4.0億，分散於 296 個持倉標的之中，反映其市場參與廣度與投資規模。
在 Q1 2026 期間，Wbi Investments, LLC 展現了靈活的資產再平衡步調，透過出清 72 檔弱勢或達到目標價部位，將資金轉置於 71 檔新建倉標的之中。
從部位權重觀察，前 5 大標的（包含 WBIY, WBIL, WBIG）累計市值佔比達 22.1%，是驅動 Wbi Investments, LLC 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 296 檔）
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WBIY | Wbi Power Factor High Div | ETF-其他 | 8.17% | -0.71% | +11.06% | |
| 2 | WBIL | Wbi Bullbear Quality 3000 Et | ETF-其他 | 5.18% | +0.12% | +2.68% | |
| 3 | WBIG | Wbi Bullbear Yield 3000 ETF | ETF-其他 | 4.83% | -0.45% | -5.93% | |
| 4 | WBIF | Wbi Bullbear Value 3000 ETF | ETF-其他 | 4.30% | -0.26% | -5.17% | |
| 5 | FGDL | Franklin Resp Sourced Gold | ETF-避險與商品 | 2.14% | -0.51% | — | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.21% | +0.01% | -8.36% | |
| 7 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 1.20% | +0.01% | -8.34% | |
| 8 | ONOF | Global X Adaptive U.s. Risk | ETF-其他 | 1.19% | -0.05% | — | |
| 9 | ✓ | 股票-其他 | 1.15% | — | +24.54% | ||
| 10 | MO | Altria Group Inc | 股票-非循環性消費 | 1.15% | -0.20% | — | |
| 11 | OKE | Oneok Inc | 股票-能源 | 1.12% | -0.85% | -5.55% | |
| 12 | ✓ | 股票-其他 | 1.02% | — | -8.90% | ||
| 13 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.02% | -0.23% | — | |
| 14 | SMHX | Vaneck Fables Smicndctr ETF | ETF-其他 | 1.01% | +0.78% | — | |
| 15 | ✓ | 股票-其他 | 0.98% | — | +666.09% | ||
| 16 | HPQ | Hp Inc | 股票-科技 | 0.98% | -0.15% | — | |
| 17 | TW | Tradeweb Markets Inc-class A | 股票-金融 | 0.91% | -0.58% | — | |
| 18 | EIX | Edison International | 股票-公用事業 | 0.90% | -0.66% | -3.61% | |
| 19 | PFE | Pfizer Inc | 股票-醫療保健 | 0.89% | -0.28% | -14.14% | |
| 20 | PTBD | Pacer Trendpilot US Bond ETF | ETF-其他 | 0.88% | -0.07% | — | |
| 21 | SDCI | Uscf Summerhaven Dynamic ETF | ETF-其他 | 0.81% | -0.09% | — | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.80% | +0.08% | -52.39% | |
| 23 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.80% | +0.08% | -47.15% | |
| 24 | VFLO | Victoryshares Free Cash Flow | ETF-其他 | 0.78% | +0.06% | -56.50% | |
| 25 | AROC | Archrock Inc | 股票-能源 | 0.76% | -0.76% | EXIT | |
| 26 | HIG | Hartford Insurance Group Inc | 股票-金融 | 0.75% | -0.44% | +84.90% | |
| 27 | PRI | Primerica Inc | 股票-金融 | 0.73% | -0.39% | +24.21% | |
| 28 | BBY | Best Buy Co Inc | 股票-循環性消費 | 0.73% | +0.18% | +190.47% | |
| 29 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.69% | -0.46% | +183.02% | |
| 30 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.68% | -0.28% | -42.56% | |
| 31 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 0.67% | +0.49% | -20.82% | |
| 32 | UPS | United Parcel Service-cl B | 股票-工業 | 0.66% | +0.02% | -22.46% | |
| 33 | GOAU | US Glb Gld & Metal Mnrs ETF | ETF-其他 | 0.63% | -0.07% | — | |
| 34 | GIS | General Mills Inc | 股票-非循環性消費 | 0.63% | +0.06% | +231.47% | |
| 35 | CPB | THE Campbell's Company | 股票-非循環性消費 | 0.63% | +0.12% | +238.34% | |
| 36 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.61% | +0.13% | +5.21% | |
| 37 | NVDA | Nvidia CORP | 股票-科技 | 0.60% | +0.07% | +14.16% | |
| 38 | BUL | Pacer US Cash Cows Growth | ETF-其他 | 0.56% | +0.01% | +86.83% | |
| 39 | AAPL | Apple Inc | 股票-科技 | 0.54% | +0.21% | +2.13% | |
| 40 | PTMC | Pacer Trendpilot US Mid Cap | ETF-其他 | 0.54% | -0.03% | -27.21% | |
| 41 | IBKR | Interactive Brokers Gro-cl A | 股票-金融 | 0.53% | +0.37% | +5.60% | |
| 42 | MSFT | Microsoft CORP | 股票-科技 | 0.51% | -0.12% | +107.57% | |
| 43 | TSLA | Tesla Inc | 股票-循環性消費 | 0.49% | +0.05% | +15.28% | |
| 44 | CSCO | Cisco Systems Inc | 股票-科技 | 0.49% | -0.33% | +68.13% | |
| 45 | T | At&t Inc | 股票-通訊服務 | 0.48% | -0.32% | — | |
| 46 | SFLO | Vs Sm Cap Free Cash Flow ETF | ETF-其他 | 0.47% | -0.03% | +15.70% | |
| 47 | GD | General Dynamics CORP | 股票-工業 | 0.47% | -0.25% | — | |
| 48 | MVFD | Monarch Vol Fact Dvd Ti ETF | ETF-其他 | 0.44% | — | — | |
| 49 | QQH | Hcm Defender 100 Index ETF | ETF-大型股與成長 | 0.44% | +0.06% | — | |
| 50 | KRBN | Ks Global Carbon Stratgy ETF | ETF-其他 | 0.43% | +0.07% | -57.97% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | WBIY | Wbi Power Factor High Div | +1.6% | +11.06% | 加碼 |
| 2 | ✓ | +0.8% | +666.09% | 加碼 | |
| 3 | BBY | Best Buy Co Inc | +0.5% | +190.47% | 加碼 |
| 4 | MRSH | Marsh & Mclennan Cos | +0.4% | +183.02% | 加碼 |
| 5 | CPB | THE Campbell's Company | +0.4% | +238.34% | 加碼 |
| 6 | GIS | General Mills Inc | +0.4% | +231.47% | 加碼 |
| 7 | ✓ | +0.4% | +24.54% | 加碼 | |
| 8 | HIG | Hartford Insurance Group Inc | +0.4% | +84.90% | 加碼 |
| 9 | DRI | Darden Restaurants Inc | +0.3% | +408.73% | 加碼 |
| 10 | ATO | Atmos Energy CORP | +0.3% | +246.29% | 加碼 |
| 11 | BUL | Pacer US Cash Cows Growth | +0.3% | +86.83% | 加碼 |
| 12 | LECO | Lincoln Electric Holdings | +0.2% | +301.67% | 加碼 |
| 13 | CSCO | Cisco Systems Inc | +0.2% | +68.13% | 加碼 |
| 14 | DELL | Dell Technologies -c | +0.2% | +90.71% | 加碼 |
| 15 | MSFT | Microsoft CORP | +0.2% | +107.57% | 加碼 |
| 16 | OKE | Oneok Inc | +0.2% | -5.55% | 減碼 |
| 17 | NFG | National Fuel Gas Co | +0.2% | +229.61% | 加碼 |
| 18 | XAR | Ss Spdr S&p Aerospace Def | +0.2% | +75.81% | 加碼 |
| 19 | ROST | Ross Stores Inc | +0.2% | +126.10% | 加碼 |
| 20 | WBIF | Wbi Bullbear Value 3000 ETF | +0.1% | -5.17% | 減碼 |
| 21 | WBIG | Wbi Bullbear Yield 3000 ETF | — | -5.93% | 減碼 |
| 22 | SCHB | Schwab US Broad Market ETF | -0.1% | -8.36% | 減碼 |
| 23 | SPTM | Ss Spdr P S&p 1500 Comp ETF | -0.1% | -8.34% | 減碼 |
| 24 | UPS | United Parcel Service-cl B | -0.2% | -22.46% | 減碼 |
| 25 | PTMC | Pacer Trendpilot US Mid Cap | -0.2% | -27.21% | 減碼 |
| 26 | THO | Thor Industries Inc | -0.2% | -43.18% | 減碼 |
| 27 | AIZ | Assurant Inc | -0.2% | -42.38% | 減碼 |
| 28 | ES | Eversource Energy | -0.2% | -49.07% | 減碼 |
| 29 | EXPE | Expedia Group Inc | -0.2% | -34.06% | 減碼 |
| 30 | FBT | First Trust Nyse Arca Biotec | -0.2% | -54.61% | 減碼 |
| 31 | PSCH | Invesco S&p Smallcap Health | -0.2% | -56.52% | 減碼 |
| 32 | REGN | Regeneron Pharmaceuticals | -0.2% | -78.20% | 減碼 |
| 33 | OMF | Onemain Holdings Inc | -0.2% | -26.18% | 減碼 |
| 34 | TKO | Tko Group Holdings Inc | -0.2% | -71.84% | 減碼 |
| 35 | APP | Applovin Corp-class A | -0.2% | -44.04% | 減碼 |
| 36 | RMD | Resmed Inc | -0.2% | -58.60% | 減碼 |
| 37 | EMN | Eastman Chemical Co | -0.2% | -54.33% | 減碼 |
| 38 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | -0.2% | -73.36% | 減碼 |
| 39 | SF | Stifel Financial CORP | -0.2% | -51.59% | 減碼 |
| 40 | BMY | Bristol-myers Squibb Co | -0.3% | -42.56% | 減碼 |
| 41 | MCK | Mckesson CORP | -0.3% | -79.86% | 減碼 |
| 42 | ✓ | -0.3% | -61.57% | 減碼 | |
| 43 | ACN | Accenture plc | -0.3% | -52.34% | 減碼 |
| 44 | COLB | Columbia Banking System Inc | -0.3% | -57.17% | 減碼 |
| 45 | RTH | Vaneck Retail ETF | -0.3% | -76.48% | 減碼 |
| 46 | PTLC | Pacer Trendpilot US Large Ca | -0.4% | -49.41% | 減碼 |
| 47 | MLI | Mueller Industries Inc | -0.4% | -70.85% | 減碼 |
| 48 | YUMC | Yum China Holdings Inc | -0.4% | -71.23% | 減碼 |
| 49 | BRO | Brown & Brown Inc | -0.4% | -80.95% | 減碼 |
| 50 | AGZ | Ishares Agency Bond ETF | -0.4% | -65.17% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Wbi Investments, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$4.0億，共申報了 296 個公開持股部位。
在 Q1 2026 季度，Wbi Investments, LLC 按市值排列的前三大核心持股分別為：WBIY (8.2%)、WBIL (5.2%)、WBIG (4.8%)。其中最大持股部位 WBIY 佔據整體投資組合約 8.2% 的權重。
精選 AlphaSMO 大戶持股與內部人交易深度分析，提升投資決策勝率
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
本季最大新建倉標的
FGDL
市值: US$774.1萬
本季最大獲利了結 / 清倉標的
COM
前期市值: US$546.6萬
在 Q1 2026 季度中，Wbi Investments, LLC 共進行了 200 項持倉異動，包含新建倉 71 個部位、加碼 18 個部位、減碼 39 個部位以及清倉 72 個部位。 其中最大新建倉標的為 FGDL。 本季清倉部位包含 COM。
本頁面所有持股數據均直接同步自美國證券交易委員會（SEC）EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照，提供 100% 精準對齊的歷史時序數據集，並支援 Schema.org 結構化資料格式。
解析公司高管、董事與 10% 大股東之 Form 4 內部人交易申報，掌握高管自家股票買賣第一手訊號。
深入剖析 5% 股益申報門檻、13D 與 13G 之差異，以及最新 SEC 申報時程規範，洞察機構法人的激進投資動向。