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: 0002043129
申报总市值
US$6.2亿
US$6.2亿
135 檔
7.1%
Q2 2025 季度申报显示，Proactive Wealth Strategies LLC 披露的美股组合总市值为 US$6.2亿，涵盖 135 个不同之权益投资仓位。
在 Q2 2025 期间，Proactive Wealth Strategies LLC 的持仓组合保持高度稳定，未出现显著的大幅增减仓操作，显示机构对现有持股结构维持较高之延续性。
在资产配置集中度方面，Proactive Wealth Strategies LLC 的前 5 大核心持股（包含 FV, NVDA, TBIL 等）合计占整体申报市值的 7.1%，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 | FV | First Trust Dw Focus 5 Fund | ETF-其他 | 8.79% | +0.45% | +1.50% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 4.27% | +0.13% | +3.80% | |
| 3 | TBIL | F/m US Treasury 3 Month Bill | ETF-政府公债 | 3.03% | -0.44% | +1.38% | |
| 4 | FTLS | First Trust Long/short Eqty | ETF-其他 | 2.73% | -0.26% | +2.96% | |
| 5 | FVD | First Trust Value Line Dvd | ETF-其他 | 2.20% | -0.24% | -1.48% | |
| 6 | PANW | Palo Alto Networks Inc | 股票-科技 | 2.14% | +1.75% | +8.94% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.13% | -0.06% | -0.50% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 2.00% | +0.25% | -0.53% | |
| 9 | FXR | First Trust Indst/producers | ETF-其他 | 1.92% | — | -0.49% | |
| 10 | RDVY | First Trust Rising Dividend | ETF-其他 | 1.90% | +0.01% | -3.04% | |
| 11 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 1.86% | -0.26% | +2.31% | |
| 12 | FDN | First Trust Dj Internet Ind | ETF-其他 | 1.66% | -0.04% | -3.22% | |
| 13 | FYT | First Trust Small Cap Val | ETF-中小型股 | 1.65% | -0.08% | -3.28% | |
| 14 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.63% | +0.04% | +5.26% | |
| 15 | PHYS | Sprott Physical Gold Trust | 股票-其他 | 1.62% | -0.52% | +22.13% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.58% | +0.20% | +24.24% | |
| 17 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 1.54% | -0.26% | +0.73% | |
| 18 | BX | Blackstone Inc | 股票-金融 | 1.47% | -0.09% | +7.44% | |
| 19 | VMC | Vulcan Materials Co | 股票-原材料 | 1.47% | -0.04% | +4.97% | |
| 20 | PSLV | Sprott Physical Silver Trust | 股票-其他 | 1.46% | -0.90% | — | |
| 21 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 1.45% | -0.93% | +1.99% | |
| 22 | FPX | First Trust US Equity Opport | ETF-其他 | 1.38% | +0.13% | -6.92% | |
| 23 | AIRR | First Trust Rba American Ind | ETF-其他 | 1.38% | +0.05% | +1.87% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.30% | +0.13% | +0.04% | |
| 25 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.30% | -0.06% | +17.14% | |
| 26 | FXL | First Trust Technology Alpha | ETF-科技型 | 1.21% | +0.15% | -0.12% | |
| 27 | CIBR | First Trust Nasdaq Cybersecu | ETF-科技型 | 1.15% | +0.14% | -0.38% | |
| 28 | FXU | First Trust Utilities Alphad | ETF-其他 | 1.13% | -0.05% | -2.09% | |
| 29 | MDT | Medtronic plc | 股票-医疗保健 | 1.12% | -0.29% | -4.25% | |
| 30 | QQXT | First Trust Nasdaq-100 Ex-te | ETF-科技型 | 1.12% | -0.16% | — | |
| 31 | FXO | First Trust Financial Alphad | ETF-其他 | 1.08% | -0.10% | +0.29% | |
| 32 | OSEA | Harbor Intl Compounders ETF | ETF-其他 | 1.06% | +0.06% | — | |
| 33 | SKYY | First Trust Cloud Computing | ETF-其他 | 1.00% | +0.03% | -0.25% | |
| 34 | NET | Cloudflare Inc - Class A | 股票-科技 | 0.98% | +0.01% | — | |
| 35 | FTGS | First Trust Grwth Strgth ETF | ETF-其他 | 0.97% | -0.06% | +0.01% | |
| 36 | WMT | Walmart Inc | 股票-非周期性消费 | 0.96% | -0.33% | +21.78% | |
| 37 | SDVY | First Trust Smid Cap Rising | ETF-其他 | 0.95% | -0.07% | -0.19% | |
| 38 | WINN | Harbor Long-term Growers ETF | ETF-其他 | 0.94% | +0.02% | +44.37% | |
| 39 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.91% | — | -8.74% | |
| 40 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.91% | +0.15% | +9.15% | |
| 41 | TSLA | Tesla Inc | 股票-周期性消费 | 0.90% | -0.02% | -2.38% | |
| 42 | HD | Home Depot Inc | 股票-周期性消费 | 0.88% | -0.07% | +131.82% | |
| 43 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.87% | — | +4.52% | |
| 44 | EMLP | First Trust North American E | ETF-其他 | 0.84% | -0.11% | +10.00% | |
| 45 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.84% | +0.46% | +20.08% | |
| 46 | FCVT | First Trust Ssi Strategi ETF | ETF-其他 | 0.78% | +0.01% | +0.32% | |
| 47 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-大型股与成长 | 0.78% | -0.08% | -0.71% | |
| 48 | FTC | First Trust Large Cap Growth | ETF-大型股与成长 | 0.72% | +0.04% | -0.33% | |
| 49 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-其他 | 0.71% | -0.02% | -50.36% | |
| 50 | ONEV | Ss Spdr R1000 Lo Vol Foc ETF | ETF-其他 | 0.69% | -0.05% | -0.54% |
根据 SEC 官方 Form 13F 申报备案，Proactive Wealth Strategies LLC 在 Q2 2025 季度的美股持仓总市值约为 US$6.2亿，共申报了 135 个公开持股仓位。
在 Q2 2025 季度，Proactive Wealth Strategies LLC 按市值排列的前三大核心持股分别为：FV (8.8%)、NVDA (4.3%)、TBIL (3.0%)。其中最大持股仓位 FV 占据整体投资组合约 8.8% 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。
在 Q2 2025 季度中，Proactive Wealth Strategies LLC 的持仓组合维持高度稳定，未出现大规模调仓操作。
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。