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
33 檔
27.4%
Processus Wealth & Capital Management, LLC 在 Q2 2025 季度的美股仓位总计估值为 US$1.7亿，分散于 33 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q2 2025，Processus Wealth & Capital Management, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 0 个新仓位，并对 21 个既有持股进行加仓（合计增持 21 档），相较减仓与清仓仓位显著占优。
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 27.4%，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 | 12.81% | +0.26% | -17.42% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 6.26% | -0.02% | -2.38% | |
| 3 | AMZN | Amazon.com Inc | 股票-周期性消费 | 6.15% | +0.11% | -0.24% | |
| 4 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 6.06% | -0.06% | -3.70% | |
| 5 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 5.31% | -0.01% | +0.17% | |
| 6 | MA | Mastercard Inc - A | 股票-金融 | 4.40% | -1.03% | +2.82% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 4.28% | -0.11% | +1.49% | |
| 8 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 4.28% | +1.38% | +1.06% | |
| 9 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 3.69% | -0.61% | +2.05% | |
| 10 | BAC | Bank Of America CORP | 股票-金融 | 2.90% | +0.04% | +0.03% | |
| 11 | FDX | Fedex CORP | 股票-工业 | 2.85% | -1.19% | -5.07% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.79% | +0.36% | +0.12% | |
| 13 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.79% | +0.33% | +0.01% | |
| 14 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 2.76% | +0.09% | -0.89% | |
| 15 | RTX | Rtx CORP | 股票-工业 | 2.56% | -0.57% | -0.67% | |
| 16 | QCOM | Qualcomm Inc | 股票-科技 | 2.54% | — | +2.42% | |
| 17 | AMAT | Applied Materials Inc | 股票-科技 | 2.52% | +3.06% | +0.16% | |
| 18 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 2.44% | -0.72% | +5.87% | |
| 19 | C | Citigroup Inc | 股票-金融 | 2.41% | +0.04% | +0.10% | |
| 20 | AMGN | Amgen Inc | 股票-医疗保健 | 2.28% | -0.21% | +22.99% | |
| 21 | CRM | Salesforce Inc | 股票-科技 | 2.13% | -0.76% | EXIT | |
| 22 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 2.01% | -0.44% | +2.95% | |
| 23 | FELV | Fidelity Enh Lrg Cap Val ETF | ETF-其他 | 1.95% | -0.08% | -2.11% | |
| 24 | EMR | Emerson Electric Co | 股票-工业 | 1.89% | -0.11% | +10.12% | |
| 25 | GD | General Dynamics CORP | 股票-工业 | 1.63% | -0.14% | +4.56% | |
| 26 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.60% | -0.17% | +6.98% | |
| 27 | ULTA | Ulta Beauty Inc | 股票-周期性消费 | 1.36% | -0.28% | +0.11% | |
| 28 | CVX | Chevron CORP | 股票-能源 | 1.11% | -0.57% | +9.06% | |
| 29 | EOG | Eog Resources Inc | 股票-能源 | 1.10% | -0.33% | +3.25% | |
| 30 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 1.09% | +0.04% | -2.32% | |
| 31 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.87% | -0.05% | -9.68% | |
| 32 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.69% | -0.03% | -0.16% | |
| 33 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.49% | -0.10% | -4.24% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.3% | -17.42% | 减仓 |
| 2 | CRWD | Crowdstrike Holdings Inc - A | +1.1% | +1.06% | 加仓 |
| 3 | PLTR | Palantir Technologies Inc-a | +0.9% | +5.87% | 加仓 |
| 4 | JPM | Jpmorgan Chase & Co | +0.4% | +1.49% | 加仓 |
| 5 | AMZN | Amazon.com Inc | +0.4% | -0.24% | 减仓 |
| 6 | AMAT | Applied Materials Inc | +0.4% | +0.16% | 加仓 |
| 7 | EMR | Emerson Electric Co | +0.4% | +10.12% | 加仓 |
| 8 | META | Meta Platforms Inc-class A | +0.3% | +6.98% | 加仓 |
| 9 | IWY | Ishares Russell Top 200 Grow | +0.3% | -3.70% | 减仓 |
| 10 | C | Citigroup Inc | +0.2% | +0.10% | 加仓 |
| 11 | IWP | Ishares Russell Mid-cap Grow | +0.2% | -0.89% | 减仓 |
| 12 | ULTA | Ulta Beauty Inc | +0.2% | +0.11% | 加仓 |
| 13 | GOOGL | Alphabet Inc-cl A | +0.2% | +0.12% | 加仓 |
| 14 | BAC | Bank Of America CORP | +0.2% | +0.03% | 加仓 |
| 15 | GOOG | Alphabet Inc-cl C | +0.2% | +0.01% | 加仓 |
| 16 | IVW | Ishares S&p 500 Growth ETF | +0.1% | -2.32% | 减仓 |
| 17 | GD | General Dynamics CORP | +0.1% | +4.56% | 加仓 |
| 18 | AMGN | Amgen Inc | +0.1% | +22.99% | 加仓 |
| 19 | RTX | Rtx CORP | 0% | -0.67% | 减仓 |
| 20 | CRM | Salesforce Inc | — | +6.06% | 加仓 |
| 21 | COST | Costco Wholesale CORP | 0% | +2.05% | 加仓 |
| 22 | QCOM | Qualcomm Inc | 0% | +2.42% | 加仓 |
| 23 | IVE | Ishares S&p 500 Value ETF | 0% | -0.16% | 减仓 |
| 24 | MA | Mastercard Inc - A | -0.1% | +2.82% | 加仓 |
| 25 | EOG | Eog Resources Inc | -0.1% | +3.25% | 加仓 |
| 26 | FELV | Fidelity Enh Lrg Cap Val ETF | -0.1% | -2.11% | 减仓 |
| 27 | IWS | Ishares Russell Mid-cap Valu | -0.1% | +0.17% | 加仓 |
| 28 | PEP | Pepsico Inc | -0.1% | -4.24% | 减仓 |
| 29 | CVX | Chevron CORP | -0.2% | +9.06% | 加仓 |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.3% | EXIT | 清仓 |
| 31 | MRK | Merck & Co. Inc. | -0.3% | -9.68% | 减仓 |
| 32 | TMO | Thermo Fisher Scientific Inc | -0.6% | +2.95% | 加仓 |
| 33 | FDX | Fedex CORP | -0.6% | -5.07% | 减仓 |
| 34 | AAPL | Apple Inc | -1.2% | -2.38% | 减仓 |
| 35 | IWM | Ishares Russell 2000 ETF | -3% | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Processus Wealth & Capital Management, LLC 在 Q2 2025 季度的美股持仓总市值约为 US$1.7亿，共申报了 33 个公开持股仓位。
在 Q2 2025 季度，Processus Wealth & Capital Management, LLC 按市值排列的前三大核心持股分别为：NVDA (12.8%)、AAPL (6.3%)、AMZN (6.2%)。其中最大持股仓位 NVDA 占据整体投资组合约 12.8% 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。
本季最大获利了结 / 清仓标的
IWM
前期市值: US$347.0万
在 Q2 2025 季度中，Processus Wealth & Capital Management, LLC 共进行了 35 项持仓异动，包含新建仓 0 个仓位、加仓 21 个仓位、减仓 12 个仓位以及清仓 2 个仓位。 本季清仓仓位包含 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。
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