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: 0001766228
申报总市值
US$5.2亿
US$5.2亿
378 檔
19.6%
根据最新整理的 13F 季度数据集，Legacy Capital Wealth Partners, LLC 于 Q3 2025 结束时的管理资产规模为 US$5.2亿。该机构在本季度申报了 378 档美股持仓，呈现出该时期的主要投资地图。
Legacy Capital Wealth Partners, LLC 在 Q3 2025 进行了结构性的板块轮动与仓位换股。在开立 64 个全新仓位及加仓 44 档持股的同时，亦同步清仓 39 档并减仓 53 档标的。
在资产配置集中度方面，Legacy Capital Wealth Partners, LLC 的前 5 大核心持股（包含 WMT, JBHT, TSLA 等）合计占整体申报市值的 19.6%，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 378 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 | WMT | Walmart Inc | 股票-非周期性消费 | 11.86% | -0.91% | +0.53% | |
| 2 | JBHT | Hunt (jb) Transprt Svcs Inc | 股票-工业 | 3.48% | +1.87% | +0.04% | |
| 3 | TSLA | Tesla Inc | 股票-周期性消费 | 2.79% | -0.08% | -11.07% | |
| 4 | RDVY | First Trust Rising Dividend | ETF-其他 | 2.18% | +0.22% | -1.22% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.92% | +0.09% | -6.08% | |
| 6 | FJUN | Ft Vest US Equity Buff Etf-j | ETF-其他 | 1.84% | +0.01% | +23.08% | |
| 7 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 1.84% | +0.12% | NEW | |
| 8 | GAP | Gap Inc/the | 股票-周期性消费 | 1.78% | -0.42% | -34.34% | |
| 9 | PKW | Invesco Buyback Achievers Et | ETF-其他 | 1.69% | — | -1.39% | |
| 10 | RWL | Invesco S&p 500 Revenue ETF | ETF-大型股与成长 | 1.68% | +0.07% | -0.79% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 1.59% | +0.01% | -7.26% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.56% | -0.92% | -1.66% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 1.55% | +0.17% | -5.54% | |
| 14 | FAUG | Ft Vest U.s. Equity Buffer E | ETF-其他 | 1.36% | +0.05% | -2.52% | |
| 15 | AAPL | Apple Inc | 股票-科技 | 1.34% | +0.11% | -3.94% | |
| 16 | EOG | Eog Resources Inc | 股票-能源 | 1.30% | -0.19% | -10.47% | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 1.08% | +0.01% | +5.93% | |
| 18 | YMAR | Ft Vt Int Equ M B- Mar-us I | ETF-其他 | 0.93% | — | -0.44% | |
| 19 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.90% | +0.08% | -1.15% | |
| 20 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.85% | -0.01% | -4.97% | |
| 21 | SPYI | Neos S&p 500 High Income ETF | ETF-大型股与成长 | 0.82% | +1.28% | NEW | |
| 22 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 0.81% | +0.03% | +4.89% | |
| 23 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.73% | +0.04% | +6.75% | |
| 24 | DFAU | Dimensional US Core Equity M | ETF-其他 | 0.73% | -0.02% | +16.56% | |
| 25 | OZK | Bank Ozk | 股票-金融 | 0.69% | +0.04% | +0.10% | |
| 26 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.64% | -0.06% | +3.19% | |
| 27 | SYM | Symbotic Inc | 股票-工业 | 0.62% | -0.03% | — | |
| 28 | GLDM | Spdr Gold Minishares Trust | ETF-避险与商品 | 0.61% | -0.15% | +10.64% | |
| 29 | BILZ | Pimco Ultra Shrt Govt Active | ETF-其他 | 0.59% | -0.04% | +0.12% | |
| 30 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.59% | — | -1.50% | |
| 31 | DFAX | Dimensional World Ex US Core | ETF-其他 | 0.54% | +0.01% | +23.22% | |
| 32 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.54% | +0.26% | +12.81% | |
| 33 | GMOV | Gmo U.s. Value ETF | ETF-其他 | 0.52% | +0.01% | +5.41% | |
| 34 | ACIO | Aptus Collared Invest Opp | ETF-其他 | 0.50% | +0.01% | +0.33% | |
| 35 | AOK | Ishares Core 30/70 Conservat | ETF-其他 | 0.48% | -0.01% | — | |
| 36 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.47% | — | +4.14% | |
| 37 | V | Visa Inc-class A Shares | 股票-金融 | 0.46% | +0.03% | +0.51% | |
| 38 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.45% | -0.01% | +4.08% | |
| 39 | AVGO | Broadcom Inc | 股票-科技 | 0.43% | +0.06% | +2.19% | |
| 40 | TCAF | T Rowe Prc Cap Appreciation | ETF-其他 | 0.41% | +0.08% | +4.08% | |
| 41 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.41% | +0.02% | -4.66% | |
| 42 | MLPX | Global X Mlp & Energy Infras | ETF-其他 | 0.41% | -0.02% | +2.34% | |
| 43 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.40% | +0.03% | +1.60% | |
| 44 | PM | Philip Morris International | 股票-非周期性消费 | 0.38% | -0.01% | +2.74% | |
| 45 | LDUR | Pimco Enhanced Low Duration | ETF-其他 | 0.37% | -0.14% | -1.12% | |
| 46 | DMAR | Ft Vest US Equity Deep Buffe | ETF-其他 | 0.37% | -0.37% | EXIT | |
| 47 | CVX | Chevron CORP | 股票-能源 | 0.37% | -0.13% | +6.38% | |
| 48 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.37% | +0.05% | +0.40% | |
| 49 | MAIN | Main Street Capital CORP | 股票-金融 | 0.35% | +0.02% | -2.29% | |
| 50 | XOM | Exxon Mobil CORP | 股票-能源 | 0.35% | -0.09% | -0.95% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | TSLA | Tesla Inc | +2.6% | -11.07% | 加仓 |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +1.5% | +28.56% | 加仓 |
| 3 | WMT | Walmart Inc | +0.7% | +0.53% | 加仓 |
| 4 | NVDA | Nvidia CORP | +0.4% | -5.54% | 减仓 |
| 5 | SYM | Symbotic Inc | +0.4% | — | 加仓 |
| 6 | MSFT | Microsoft CORP | +0.3% | +5.93% | 加仓 |
| 7 | AVGO | Broadcom Inc | +0.2% | +2.19% | 加仓 |
| 8 | GOOGL | Alphabet Inc-cl A | +0.2% | +12.81% | 加仓 |
| 9 | PLTR | Palantir Technologies Inc-a | +0.1% | -18.56% | 加仓 |
| 10 | ICLR | ICON Public Limited Company | +0.1% | +35.72% | 加仓 |
| 11 | GLDM | Spdr Gold Minishares Trust | +0.1% | +10.64% | 加仓 |
| 12 | META | Meta Platforms Inc-class A | +0.1% | +3.19% | 加仓 |
| 13 | IWF | Ishares Russell 1000 Growth | +0.1% | -1.00% | 加仓 |
| 14 | TJX | Tjx Companies Inc | +0.1% | +50.98% | 加仓 |
| 15 | LHX | L3harris Technologies Inc | +0.1% | -3.83% | 加仓 |
| 16 | GOOG | Alphabet Inc-cl C | +0.1% | +14.28% | 加仓 |
| 17 | LRCX | Lam Research CORP | +0.1% | +5.85% | 加仓 |
| 18 | APP | Applovin Corp-class A | +0.1% | -10.90% | 减仓 |
| 19 | PH | Parker Hannifin CORP | +0.1% | +101.51% | 加仓 |
| 20 | SNPS | Synopsys Inc | +0.1% | +43.53% | 加仓 |
| 21 | ORCL | Oracle CORP | +0.1% | +11.82% | 加仓 |
| 22 | COF | Capital One Financial CORP | +0.1% | +1.62% | 加仓 |
| 23 | GMOV | Gmo U.s. Value ETF | +0.1% | +5.41% | 加仓 |
| 24 | KLAC | Kla CORP | +0.1% | +11.09% | 加仓 |
| 25 | VOT | Vanguard Mid-cap Growth ETF | +0.1% | +38.36% | 加仓 |
| 26 | TCHP | T Rowe Price Blue Chip Growt | +0.1% | -2.63% | 加仓 |
| 27 | ANET | Arista Networks Inc | +0.1% | -7.23% | 减仓 |
| 28 | LDUR | Pimco Enhanced Low Duration | 0% | -1.12% | 加仓 |
| 29 | USB | US Bancorp | 0% | +1.23% | 加仓 |
| 30 | TSM | Taiwan Semiconductor-sp Adr | 0% | +8.23% | 减仓 |
| 31 | INTC | Intel CORP | 0% | +48.98% | 加仓 |
| 32 | URI | United Rentals Inc | 0% | +10.55% | 加仓 |
| 33 | PWR | Quanta Services Inc | 0% | +5.81% | 加仓 |
| 34 | OZK | Bank Ozk | 0% | +0.10% | 加仓 |
| 35 | AVUV | Avantis US Small Cap Value | 0% | +1.60% | 加仓 |
| 36 | QQQ | Invesco Qqq Trust Series 1 | 0% | +6.83% | 加仓 |
| 37 | ASML | ASML Holding N.V. | 0% | +6.02% | 加仓 |
| 38 | CDNS | Cadence Design Sys Inc | 0% | +9.78% | 加仓 |
| 39 | TCAF | T Rowe Prc Cap Appreciation | 0% | +4.08% | 加仓 |
| 40 | HD | Home Depot Inc | 0% | +6.27% | 加仓 |
| 41 | NFLX | Netflix Inc | 0% | +6.25% | 减仓 |
| 42 | GLD | Spdr Gold Shares | 0% | — | 减仓 |
| 43 | ORLY | O'reilly Automotive Inc | 0% | +6.40% | 加仓 |
| 44 | VEA | Vanguard Ftse Developed ETF | 0% | +16.66% | 加仓 |
| 45 | FTLS | First Trust Long/short Eqty | 0% | +15.25% | 加仓 |
| 46 | AVMV | Avantis US Mid Cap Val ETF | 0% | +14.27% | 加仓 |
| 47 | MCK | Mckesson CORP | 0% | +9.21% | 加仓 |
| 48 | AMZN | Amazon.com Inc | 0% | -4.97% | 减仓 |
| 49 | AAPL | Apple Inc | — | -3.94% | 减仓 |
| 50 | PFF | Ishares Preferred & Income S | 0% | +4.08% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Legacy Capital Wealth Partners, LLC 在 Q3 2025 季度的美股持仓总市值约为 US$5.2亿，共申报了 378 个公开持股仓位。
在 Q3 2025 季度，Legacy Capital Wealth Partners, LLC 按市值排列的前三大核心持股分别为：WMT (11.9%)、JBHT (3.5%)、TSLA (2.8%)。其中最大持股仓位 WMT 占据整体投资组合约 11.9% 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
FJUN
市值: US$847.2万
本季最大获利了结 / 清仓标的
SPDN
前期市值: US$1179.1万
在 Q3 2025 季度中，Legacy Capital Wealth Partners, LLC 共进行了 200 项持仓异动，包含新建仓 64 个仓位、加仓 44 个仓位、减仓 53 个仓位以及清仓 39 个仓位。 其中最大新建仓标的为 FJUN。 本季清仓仓位包含 SPDN。
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。