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。
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CIK: 0001963452
申報總市值
US$2.5億
US$2.5億
32 檔
23.9%
在 Q1 2026 申報期間，Windle Wealth, LLC（CIK: 0001963452）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$2.5億，共持有 32 個公開申報部位。
Windle Wealth, LLC 於 Q1 2026 展現出進攻型調倉步調，本季推動了 0 檔股票的新建倉與 24 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
從部位權重觀察，前 5 大標的（包含 NVDA, XOM, JNJ）累計市值佔比達 23.9%，是驅動 Windle Wealth, LLC 該季度整體投資組合績效表現的核心支柱。
| # | 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 | 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-醫療保健 | 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-房地產 | 4.53% | +0.41% | +1.58% | |
| 7 | T | At&t Inc | 股票-通訊服務 | 4.17% | -1.20% | +5.20% | |
| 8 | VZ | Verizon Communications Inc | 股票-通訊服務 | 4.14% | -0.71% | -0.55% | |
| 9 | ED | Consolidated Edison Inc | 股票-公用事業 | 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-非循環性消費 | 3.97% | +0.15% | +0.79% | |
| 12 | MO | Altria Group Inc | 股票-非循環性消費 | 3.96% | +0.22% | +3.79% | |
| 13 | ABBV | Abbvie Inc | 股票-醫療保健 | 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-公用事業 | 3.89% | -0.11% | +4.84% | |
| 16 | MCD | Mcdonald's CORP | 股票-循環性消費 | 3.64% | -0.43% | +4.01% | |
| 17 | ITW | Illinois Tool Works | 股票-工業 | 3.48% | +0.20% | +1.90% | |
| 18 | PEP | Pepsico Inc | 股票-非循環性消費 | 3.46% | -0.31% | +0.74% | |
| 19 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 3.39% | -0.01% | -6.52% | |
| 20 | O | Realty Income CORP | 股票-房地產 | 3.38% | +0.12% | +2.06% | |
| 21 | MMM | 3m Co | 股票-工業 | 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-通訊服務 | 3.14% | +0.56% | +0.10% | |
| 24 | UL | Unilever Plc-sponsored Adr | 股票-非循環性消費 | 3.03% | +0.39% | +3.84% | |
| 25 | AMZN | Amazon.com Inc | 股票-循環性消費 | 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-循環性消費 | 0.66% | -0.05% | — | |
| 28 | HD | Home Depot Inc | 股票-循環性消費 | 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-循環性消費 | 0.28% | +0.02% | +2.36% | |
| 32 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.20% | +0.04% | +0.06% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +1.2% | -2.73% | 減碼 |
| 2 | CVX | Chevron CORP | +0.9% | -2.34% | 減碼 |
| 3 | T | At&t Inc | +0.6% | +5.20% | 加碼 |
| 4 | VZ | Verizon Communications Inc | +0.6% | -0.55% | 減碼 |
| 5 | JNJ | Johnson & Johnson | +0.4% | -1.08% | 減碼 |
| 6 | MO | Altria Group Inc | +0.4% | +3.79% | 加碼 |
| 7 | ED | Consolidated Edison Inc | +0.4% | +2.64% | 加碼 |
| 8 | SO | Southern Co/the | +0.3% | +4.84% | 加碼 |
| 9 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +166.67% | 加碼 |
| 10 | O | Realty Income CORP | +0.1% | +2.06% | 加碼 |
| 11 | KO | Coca-cola Co/the | +0.1% | +0.79% | 加碼 |
| 12 | PEP | Pepsico Inc | +0.1% | +0.74% | 加碼 |
| 13 | WELL | Welltower Inc | +0.1% | +1.58% | 加碼 |
| 14 | ITW | Illinois Tool Works | +0.1% | +1.90% | 加碼 |
| 15 | MCD | Mcdonald's CORP | 0% | +4.01% | 加碼 |
| 16 | GOOGL | Alphabet Inc-cl A | 0% | +0.06% | 加碼 |
| 17 | TROW | T Rowe Price Group Inc | 0% | +18.95% | 加碼 |
| 18 | HD | Home Depot Inc | 0% | +0.97% | 加碼 |
| 19 | TSLA | Tesla Inc | -0.1% | +2.36% | 加碼 |
| 20 | PANW | Palo Alto Networks Inc | -0.1% | — | 不變 |
| 21 | COIN | Coinbase Global Inc -class A | -0.1% | +26.66% | 加碼 |
| 22 | MELI | Mercadolibre Inc | -0.2% | — | 不變 |
| 23 | AMZN | Amazon.com Inc | -0.2% | +0.09% | 加碼 |
| 24 | ABBV | Abbvie Inc | -0.3% | +3.54% | 加碼 |
| 25 | MMM | 3m Co | -0.4% | +4.72% | 加碼 |
| 26 | AVGO | Broadcom Inc | -0.4% | +7.85% | 加碼 |
| 27 | PG | Procter & Gamble Co/the | -0.4% | -6.52% | 減碼 |
| 28 | AAPL | Apple Inc | -0.5% | +3.28% | 加碼 |
| 29 | GOOG | Alphabet Inc-cl C | -0.5% | +0.10% | 加碼 |
| 30 | UL | Unilever Plc-sponsored Adr | -0.5% | +3.84% | 加碼 |
| 31 | NVDA | Nvidia CORP | -0.8% | — | 不變 |
| 32 | MSFT | Microsoft CORP | -0.9% | +14.23% | 加碼 |
| 33 | UNH | Unitedhealth Group Inc | — | EXIT | 清倉 |
| 34 | MICC | The Magnum Ice Cream Company N. | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Windle Wealth, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$2.5億，共申報了 32 個公開持股部位。
在 Q1 2026 季度，Windle Wealth, LLC 按市值排列的前三大核心持股分別為：NVDA (6.1%)、XOM (5.2%)、JNJ (4.7%)。其中最大持股部位 NVDA 佔據整體投資組合約 6.1% 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。
本季最大獲利了結 / 清倉標的
UNH
前期市值: US$23.5萬
在 Q1 2026 季度中，Windle Wealth, LLC 共進行了 31 項持倉異動，包含新建倉 0 個部位、加碼 24 個部位、減碼 5 個部位以及清倉 2 個部位。 本季清倉部位包含 UNH。
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。