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
36 檔
28.4%
根据最新整理的 13F 季度数据集，Processus Wealth & Capital Management, LLC 于 Q4 2024 结束时的管理资产规模为 US$1.7亿。该机构在本季度申报了 36 档美股持仓，呈现出该时期的主要投资地图。
在 Q4 2024，Processus Wealth & Capital Management, LLC 进行了温和的常态性持仓调整（包含新建仓 2 档、加仓 16 档、减仓 18 档与清仓 0 档），整体投资组合架构维持相对稳定。
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, AMZN 等）合计占整体申报市值的 28.4%，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 | NVDA | Nvidia CORP | 股票-科技 | 13.14% | +0.26% | -2.26% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 7.78% | -0.02% | -1.29% | |
| 3 | AMZN | Amazon.com Inc | 股票-周期性消费 | 6.16% | +0.11% | -2.81% | |
| 4 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 5.98% | -0.06% | -0.74% | |
| 5 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 5.12% | -0.01% | +2.44% | |
| 6 | MA | Mastercard Inc - A | 股票-金融 | 4.03% | -1.03% | -1.07% | |
| 7 | FDX | Fedex CORP | 股票-工业 | 3.70% | -1.19% | +1.48% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.52% | -0.11% | -3.15% | |
| 9 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 3.34% | -0.61% | -4.49% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.02% | +0.33% | -0.59% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.02% | +0.36% | -0.30% | |
| 12 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 3.01% | — | +1.43% | |
| 13 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 2.84% | +1.38% | -2.34% | |
| 14 | BAC | Bank Of America CORP | 股票-金融 | 2.69% | +0.04% | +0.34% | |
| 15 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 2.51% | +0.09% | -2.25% | |
| 16 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 2.48% | -0.44% | +1.15% | |
| 17 | CRM | Salesforce Inc | 股票-科技 | 2.47% | -0.76% | EXIT | |
| 18 | QCOM | Qualcomm Inc | 股票-科技 | 2.37% | — | +1.13% | |
| 19 | AMAT | Applied Materials Inc | 股票-科技 | 2.20% | +3.06% | +1.58% | |
| 20 | RTX | Rtx CORP | 股票-工业 | 2.04% | -0.57% | -6.34% | |
| 21 | C | Citigroup Inc | 股票-金融 | 1.98% | +0.04% | -0.97% | |
| 22 | FELV | Fidelity Enh Lrg Cap Val ETF | ETF-其他 | 1.92% | -0.08% | +0.83% | |
| 23 | AMGN | Amgen Inc | 股票-医疗保健 | 1.71% | -0.21% | -7.80% | |
| 24 | EMR | Emerson Electric Co | 股票-工业 | 1.58% | -0.11% | -0.42% | |
| 25 | ADBE | Adobe Inc | 股票-科技 | 1.50% | — | -8.10% | |
| 26 | GD | General Dynamics CORP | 股票-工业 | 1.39% | -0.14% | +0.85% | |
| 27 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 1.28% | — | -5.11% | |
| 28 | ULTA | Ulta Beauty Inc | 股票-周期性消费 | 1.26% | -0.28% | +3.39% | |
| 29 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.19% | -0.05% | +5.08% | |
| 30 | EOG | Eog Resources Inc | 股票-能源 | 1.08% | -0.33% | +0.56% | |
| 31 | CVX | Chevron CORP | 股票-能源 | 1.02% | -0.57% | +0.88% | |
| 32 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.99% | +0.04% | +2.06% | |
| 33 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.63% | -0.03% | +7.44% | |
| 34 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.59% | -0.10% | +0.08% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.29% | — | — | |
| 36 | IGV | Ishares Expanded Tech-softwa | ETF-科技型 | 0.17% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +0.6% | -2.81% | 减仓 |
| 2 | NVDA | Nvidia CORP | +0.6% | -2.26% | 减仓 |
| 3 | CRWD | Crowdstrike Holdings Inc - A | +0.4% | -2.34% | 减仓 |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | NEW | 新建仓 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.3% | -0.30% | 减仓 |
| 6 | GOOG | Alphabet Inc-cl C | +0.3% | -0.59% | 减仓 |
| 7 | CRM | Salesforce Inc | +0.2% | -6.45% | 减仓 |
| 8 | JPM | Jpmorgan Chase & Co | +0.2% | -3.15% | 减仓 |
| 9 | AAPL | Apple Inc | +0.2% | -1.29% | 减仓 |
| 10 | BAC | Bank Of America CORP | +0.2% | +0.34% | 加仓 |
| 11 | IGV | Ishares Expanded Tech-softwa | +0.2% | NEW | 新建仓 |
| 12 | IWY | Ishares Russell Top 200 Grow | +0.2% | -0.74% | 减仓 |
| 13 | C | Citigroup Inc | +0.1% | -0.97% | 减仓 |
| 14 | EMR | Emerson Electric Co | +0.1% | -0.42% | 减仓 |
| 15 | ULTA | Ulta Beauty Inc | +0.1% | +3.39% | 加仓 |
| 16 | MA | Mastercard Inc - A | +0.1% | -1.07% | 减仓 |
| 17 | IWP | Ishares Russell Mid-cap Grow | +0.1% | -2.25% | 减仓 |
| 18 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +2.06% | 加仓 |
| 19 | FDX | Fedex CORP | 0% | +1.48% | 加仓 |
| 20 | IVE | Ishares S&p 500 Value ETF | — | +7.44% | 加仓 |
| 21 | EOG | Eog Resources Inc | 0% | +0.56% | 加仓 |
| 22 | CVX | Chevron CORP | 0% | +0.88% | 加仓 |
| 23 | IWM | Ishares Russell 2000 ETF | -0.1% | +1.43% | 加仓 |
| 24 | FELV | Fidelity Enh Lrg Cap Val ETF | -0.1% | +0.83% | 加仓 |
| 25 | PEP | Pepsico Inc | -0.1% | +0.08% | 加仓 |
| 26 | MRK | Merck & Co. Inc. | -0.2% | +5.08% | 加仓 |
| 27 | COST | Costco Wholesale CORP | -0.2% | -4.49% | 减仓 |
| 28 | IWS | Ishares Russell Mid-cap Valu | -0.2% | +2.44% | 加仓 |
| 29 | GD | General Dynamics CORP | -0.3% | +0.85% | 加仓 |
| 30 | CMCSA | Comcast Corp-class A | -0.3% | -5.11% | 减仓 |
| 31 | RTX | Rtx CORP | -0.3% | -6.34% | 减仓 |
| 32 | QCOM | Qualcomm Inc | -0.3% | +1.13% | 加仓 |
| 33 | ADBE | Adobe Inc | -0.5% | -8.10% | 减仓 |
| 34 | TMO | Thermo Fisher Scientific Inc | -0.5% | +1.15% | 加仓 |
| 35 | AMAT | Applied Materials Inc | -0.6% | +1.58% | 加仓 |
| 36 | AMGN | Amgen Inc | -0.7% | -7.80% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Processus Wealth & Capital Management, LLC 在 Q4 2024 季度的美股持仓总市值约为 US$1.7亿，共申报了 36 个公开持股仓位。
在 Q4 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 (13.1%)、AAPL (7.8%)、AMZN (6.2%)。其中最大持股仓位 NVDA 占据整体投资组合约 13.1% 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
SPY
市值: US$36.6万
本季最大获利了结 / 清仓标的
NVDA
前期市值: US$1525.1万
在 Q4 2024 季度中，Processus Wealth & Capital Management, LLC 共进行了 36 项持仓异动，包含新建仓 2 个仓位、加仓 16 个仓位、减仓 18 个仓位以及清仓 0 个仓位。 其中最大新建仓标的为 SPY。
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。
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