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
35 檔
30.4%
根据最新整理的 13F 季度数据集，Processus Wealth & Capital Management, LLC 于 Q3 2025 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 35 档美股持仓，呈现出该时期的主要投资地图。
Processus Wealth & Capital Management, LLC 在 Q3 2025 进行了结构性的板块轮动与仓位换股。在开立 2 个全新仓位及加仓 16 档持股的同时，亦同步清仓 2 档并减仓 17 档标的。
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 30.4%，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 | 13.57% | +0.26% | -1.12% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 7.03% | -0.02% | -0.21% | |
| 3 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 6.04% | -0.06% | -1.08% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 5.63% | +0.11% | +0.83% | |
| 5 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 4.48% | -0.01% | -12.12% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 4.25% | -0.11% | +0.65% | |
| 7 | MA | Mastercard Inc - A | 股票-金融 | 3.91% | -1.03% | -3.24% | |
| 8 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 3.81% | +1.38% | +1.86% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.46% | +0.36% | -0.93% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.45% | +0.33% | -0.61% | |
| 11 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 3.21% | +0.09% | +25.00% | |
| 12 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 3.16% | -0.61% | +0.87% | |
| 13 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 2.97% | -0.72% | +0.06% | |
| 14 | BAC | Bank Of America CORP | 股票-金融 | 2.83% | +0.04% | -1.38% | |
| 15 | AMAT | Applied Materials Inc | 股票-科技 | 2.69% | +3.06% | +5.12% | |
| 16 | RTX | Rtx CORP | 股票-工业 | 2.58% | -0.57% | -3.20% | |
| 17 | C | Citigroup Inc | 股票-金融 | 2.57% | +0.04% | -1.58% | |
| 18 | FDX | Fedex CORP | 股票-工业 | 2.51% | -1.19% | -6.43% | |
| 19 | QCOM | Qualcomm Inc | 股票-科技 | 2.41% | — | -0.13% | |
| 20 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 2.28% | -0.44% | +4.20% | |
| 21 | AMGN | Amgen Inc | 股票-医疗保健 | 2.14% | -0.21% | +2.38% | |
| 22 | FELV | Fidelity Enh Lrg Cap Val ETF | ETF-其他 | 1.86% | -0.08% | -0.53% | |
| 23 | GD | General Dynamics CORP | 股票-工业 | 1.75% | -0.14% | +0.93% | |
| 24 | EMR | Emerson Electric Co | 股票-工业 | 1.73% | -0.11% | +2.23% | |
| 25 | CRM | Salesforce Inc | 股票-科技 | 1.51% | -0.76% | EXIT | |
| 26 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.48% | -0.17% | +2.30% | |
| 27 | ULTA | Ulta Beauty Inc | 股票-周期性消费 | 1.47% | -0.28% | +1.41% | |
| 28 | CVX | Chevron CORP | 股票-能源 | 1.23% | -0.57% | +13.09% | |
| 29 | EOG | Eog Resources Inc | 股票-能源 | 0.97% | -0.33% | +3.85% | |
| 30 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 0.83% | -0.05% | -0.16% | |
| 31 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.72% | +0.04% | -33.44% | |
| 32 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.48% | -0.10% | +1.86% | |
| 33 | CGGR | Cap Group Growth Equity | ETF-其他 | 0.37% | +0.02% | — | |
| 34 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.32% | -0.03% | -51.62% | |
| 35 | PVAL | Putnam Focused Lrg Cap Value | ETF-其他 | 0.31% | +0.02% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.1% | -1.12% | 减仓 |
| 2 | PLTR | Palantir Technologies Inc-a | +1.4% | +0.06% | 加仓 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.8% | -0.93% | 减仓 |
| 4 | GOOG | Alphabet Inc-cl C | +0.8% | -0.61% | 减仓 |
| 5 | IWP | Ishares Russell Mid-cap Grow | +0.7% | +25.00% | 加仓 |
| 6 | CRWD | Crowdstrike Holdings Inc - A | +0.7% | +1.86% | 加仓 |
| 7 | AMAT | Applied Materials Inc | +0.5% | +5.12% | 加仓 |
| 8 | JPM | Jpmorgan Chase & Co | +0.4% | +0.65% | 加仓 |
| 9 | C | Citigroup Inc | +0.4% | -1.58% | 减仓 |
| 10 | ULTA | Ulta Beauty Inc | +0.3% | +1.41% | 加仓 |
| 11 | IWY | Ishares Russell Top 200 Grow | +0.2% | -1.08% | 减仓 |
| 12 | META | Meta Platforms Inc-class A | +0.2% | +2.30% | 加仓 |
| 13 | EMR | Emerson Electric Co | +0.2% | +2.23% | 加仓 |
| 14 | GD | General Dynamics CORP | +0.2% | +0.93% | 加仓 |
| 15 | BAC | Bank Of America CORP | +0.1% | -1.38% | 减仓 |
| 16 | RTX | Rtx CORP | +0.1% | -3.20% | 减仓 |
| 17 | CVX | Chevron CORP | -0.1% | +13.09% | 加仓 |
| 18 | AMGN | Amgen Inc | -0.1% | +2.38% | 加仓 |
| 19 | AMZN | Amazon.com Inc | -0.1% | +0.83% | 加仓 |
| 20 | PEP | Pepsico Inc | -0.2% | +1.86% | 减仓 |
| 21 | QCOM | Qualcomm Inc | -0.2% | -0.13% | 加仓 |
| 22 | FELV | Fidelity Enh Lrg Cap Val ETF | -0.2% | -0.53% | 减仓 |
| 23 | EOG | Eog Resources Inc | -0.3% | +3.85% | 加仓 |
| 24 | IVW | Ishares S&p 500 Growth ETF | -0.3% | -33.44% | 减仓 |
| 25 | TMO | Thermo Fisher Scientific Inc | -0.3% | +4.20% | 加仓 |
| 26 | MRK | Merck & Co. Inc. | -0.3% | -0.16% | 减仓 |
| 27 | IVE | Ishares S&p 500 Value ETF | -0.4% | -51.62% | 减仓 |
| 28 | AAPL | Apple Inc | -0.5% | -0.21% | 减仓 |
| 29 | COST | Costco Wholesale CORP | -0.6% | +0.87% | 加仓 |
| 30 | MA | Mastercard Inc - A | -0.6% | -3.24% | 减仓 |
| 31 | CRM | Salesforce Inc | -0.6% | -10.36% | 减仓 |
| 32 | FDX | Fedex CORP | -1% | -6.43% | 减仓 |
| 33 | IWS | Ishares Russell Mid-cap Valu | -1% | -12.12% | 减仓 |
| 34 | IWM | Ishares Russell 2000 ETF | — | EXIT | 清仓 |
| 35 | CGGR | Cap Group Growth Equity | — | NEW | 新建仓 |
| 36 | PVAL | Putnam Focused Lrg Cap Value | — | NEW | 新建仓 |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | EXIT | 清仓 |
根据 SEC 官方 Form 13F 申报备案，Processus Wealth & Capital Management, LLC 在 Q3 2025 季度的美股持仓总市值约为 US$1.7亿，共申报了 35 个公开持股仓位。
在 Q3 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 (13.6%)、AAPL (7.0%)、IWY (6.0%)。其中最大持股仓位 NVDA 占据整体投资组合约 13.6% 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
CGGR
市值: US$51.6万
本季最大获利了结 / 清仓标的
IWM
前期市值: US$347.0万
在 Q3 2025 季度中，Processus Wealth & Capital Management, LLC 共进行了 37 项持仓异动，包含新建仓 2 个仓位、加仓 16 个仓位、减仓 17 个仓位以及清仓 2 个仓位。 其中最大新建仓标的为 CGGR。 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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