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: 0002014209
申报总市值
US$1.7亿
US$1.7亿
34 檔
26.5%
在 Q3 2024 申报期间，Processus Wealth & Capital Management, LLC（CIK: 0002014209）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$1.7亿，共持有 34 个公开申报仓位。
在 Q3 2024，Processus Wealth & Capital Management, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 25 个仓位并完全清仓 0 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，Processus Wealth & Capital Management, LLC 的前 5 大核心持股（包含 NVDA, AAPL, IWY 等）合计占整体申报市值的 26.5%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
IWM
市值: US$371.9万
本季最大获利了结 / 清仓标的
NVDA
前期市值: US$1587.1万
| # | 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 | NVDA | Nvidia CORP | 股票-科技 | 12.57% | +0.26% | -2.25% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 7.59% | -0.02% | -5.09% | |
| 3 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 5.82% | -0.06% | -4.90% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 5.56% | +0.11% | +9.15% | |
| 5 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 5.28% | -0.01% | +0.26% | |
| 6 | MA | Mastercard Inc - A | 股票-金融 | 3.95% | -1.03% | -7.45% | |
| 7 | FDX | Fedex CORP | 股票-工业 | 3.67% | -1.19% | -4.94% | |
| 8 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 3.50% | -0.61% | -5.88% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.30% | -0.11% | -0.87% | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 3.06% | — | — | |
| 11 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 3.01% | -0.44% | -2.57% | |
| 12 | AMAT | Applied Materials Inc | 股票-科技 | 2.78% | +3.06% | -20.35% | |
| 13 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.76% | +0.33% | -1.42% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.74% | +0.36% | -1.70% | |
| 15 | QCOM | Qualcomm Inc | 股票-科技 | 2.69% | — | -12.96% | |
| 16 | BAC | Bank Of America CORP | 股票-金融 | 2.50% | +0.04% | -9.75% | |
| 17 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 2.46% | +1.38% | +51.76% | |
| 18 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 2.46% | +0.09% | -3.03% | |
| 19 | AMGN | Amgen Inc | 股票-医疗保健 | 2.37% | -0.21% | -9.70% | |
| 20 | RTX | Rtx CORP | 股票-工业 | 2.36% | -0.57% | -3.70% | |
| 21 | CRM | Salesforce Inc | 股票-科技 | 2.23% | -0.76% | EXIT | |
| 22 | FELV | Fidelity Enh Lrg Cap Val ETF | ETF-其他 | 2.00% | -0.08% | -3.09% | |
| 23 | ADBE | Adobe Inc | 股票-科技 | 1.97% | — | -2.35% | |
| 24 | C | Citigroup Inc | 股票-金融 | 1.84% | +0.04% | -5.88% | |
| 25 | GD | General Dynamics CORP | 股票-工业 | 1.64% | -0.14% | +0.14% | |
| 26 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 1.55% | — | +0.72% | |
| 27 | EMR | Emerson Electric Co | 股票-工业 | 1.45% | -0.11% | +9.06% | |
| 28 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.34% | -0.05% | +6.15% | |
| 29 | ULTA | Ulta Beauty Inc | 股票-周期性消费 | 1.13% | -0.28% | -4.88% | |
| 30 | EOG | Eog Resources Inc | 股票-能源 | 1.11% | -0.33% | -7.06% | |
| 31 | CVX | Chevron CORP | 股票-能源 | 1.06% | -0.57% | -2.31% | |
| 32 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.94% | +0.04% | -3.69% | |
| 33 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.69% | -0.10% | -0.35% | |
| 34 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.63% | -0.03% | +3.63% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IWM | Ishares Russell 2000 ETF | +3.1% | NEW | 新建仓 |
| 2 | IWS | Ishares Russell Mid-cap Valu | +0.4% | +0.26% | 加仓 |
| 3 | AAPL | Apple Inc | +0.3% | -5.09% | 减仓 |
| 4 | RTX | Rtx CORP | +0.3% | -3.70% | 减仓 |
| 5 | AMZN | Amazon.com Inc | +0.2% | +9.15% | 加仓 |
| 6 | TMO | Thermo Fisher Scientific Inc | +0.2% | -2.57% | 减仓 |
| 7 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | +51.76% | 加仓 |
| 8 | MA | Mastercard Inc - A | +0.1% | -7.45% | 减仓 |
| 9 | EMR | Emerson Electric Co | +0.1% | +9.06% | 加仓 |
| 10 | CMCSA | Comcast Corp-class A | +0.1% | +0.72% | 加仓 |
| 11 | JPM | Jpmorgan Chase & Co | +0.1% | -0.87% | 减仓 |
| 12 | FELV | Fidelity Enh Lrg Cap Val ETF | +0.1% | -3.09% | 减仓 |
| 13 | IVE | Ishares S&p 500 Value ETF | +0.1% | +3.63% | 加仓 |
| 14 | IWP | Ishares Russell Mid-cap Grow | +0.1% | -3.03% | 减仓 |
| 15 | GD | General Dynamics CORP | +0.1% | +0.14% | 加仓 |
| 16 | PEP | Pepsico Inc | 0% | -0.35% | 减仓 |
| 17 | CRM | Salesforce Inc | 0% | -5.12% | 减仓 |
| 18 | IVW | Ishares S&p 500 Growth ETF | 0% | -3.69% | 减仓 |
| 19 | MRK | Merck & Co. Inc. | 0% | +6.15% | 加仓 |
| 20 | ULTA | Ulta Beauty Inc | -0.1% | -4.88% | 减仓 |
| 21 | COST | Costco Wholesale CORP | -0.1% | -5.88% | 减仓 |
| 22 | CVX | Chevron CORP | -0.1% | -2.31% | 减仓 |
| 23 | EOG | Eog Resources Inc | -0.1% | -7.06% | 减仓 |
| 24 | C | Citigroup Inc | -0.2% | -5.88% | 减仓 |
| 25 | IWY | Ishares Russell Top 200 Grow | -0.2% | -4.90% | 减仓 |
| 26 | AMGN | Amgen Inc | -0.2% | -9.70% | 减仓 |
| 27 | ADBE | Adobe Inc | -0.2% | -2.35% | 减仓 |
| 28 | BAC | Bank Of America CORP | -0.3% | -9.75% | 减仓 |
| 29 | GOOG | Alphabet Inc-cl C | -0.3% | -1.42% | 减仓 |
| 30 | GOOGL | Alphabet Inc-cl A | -0.3% | -1.70% | 减仓 |
| 31 | FDX | Fedex CORP | -0.6% | -4.94% | 减仓 |
| 32 | NVDA | Nvidia CORP | -0.6% | -2.25% | 减仓 |
| 33 | QCOM | Qualcomm Inc | -1% | -12.96% | 减仓 |
| 34 | AMAT | Applied Materials Inc | -1.3% | -20.35% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Processus Wealth & Capital Management, LLC 在 Q3 2024 季度的美股持仓总市值约为 US$1.7亿，共申报了 34 个公开持股仓位。
在 Q3 2024 季度，Processus Wealth & Capital Management, LLC 按市值排列的前三大核心持股分别为：NVDA (12.6%)、AAPL (7.6%)、IWY (5.8%)。其中最大持股仓位 NVDA 占据整体投资组合约 12.6% 的权重。
在 Q3 2024 季度中，Processus Wealth & Capital Management, LLC 共进行了 34 项持仓异动，包含新建仓 1 个仓位、加仓 8 个仓位、减仓 25 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 IWM。
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。
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。
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。