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
30.3%
截至 Q1 2026 季度末，Processus Wealth & Capital Management, LLC 的美股持仓估值约为 US$1.7亿，全数申报仓位共有 35 档。
在 Q1 2026，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 1 个新仓位，并对 26 个既有持股进行加仓（合计增持 27 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, IWY 等）合计占整体申报市值的 30.3%，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
AVGO
市值: US$307.0万
本季最大获利了结 / 清仓标的
QCOM
前期市值: US$355.8万
| # | 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 | 12.51% | +0.26% | +0.67% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 6.89% | -0.02% | +0.27% | |
| 3 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 5.39% | -0.06% | +0.44% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 5.35% | +0.11% | +1.16% | |
| 5 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 4.54% | -0.01% | -0.13% | |
| 6 | AMAT | Applied Materials Inc | 股票-科技 | 4.24% | +3.06% | +0.13% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.97% | +0.36% | +0.64% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 3.96% | +0.33% | +0.84% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.80% | -0.11% | +0.86% | |
| 10 | FDX | Fedex CORP | 股票-工业 | 3.63% | -1.19% | +0.02% | |
| 11 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 3.38% | -0.61% | +0.73% | |
| 12 | MA | Mastercard Inc - A | 股票-金融 | 3.35% | -1.03% | -0.41% | |
| 13 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 3.06% | +1.38% | +2.70% | |
| 14 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 3.03% | +0.09% | +3.50% | |
| 15 | C | Citigroup Inc | 股票-金融 | 2.84% | +0.04% | +0.29% | |
| 16 | RTX | Rtx CORP | 股票-工业 | 2.80% | -0.57% | -0.21% | |
| 17 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 2.65% | -0.72% | +13.02% | |
| 18 | BAC | Bank Of America CORP | 股票-金融 | 2.61% | +0.04% | +1.03% | |
| 19 | AMGN | Amgen Inc | 股票-医疗保健 | 2.56% | -0.21% | -0.31% | |
| 20 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 2.19% | -0.44% | +0.18% | |
| 21 | AVGO | Broadcom Inc | 股票-科技 | 2.08% | +0.24% | — | |
| 22 | FELV | Fidelity Enh Lrg Cap Val ETF | ETF-其他 | 1.83% | -0.08% | -2.30% | |
| 23 | GD | General Dynamics CORP | 股票-工业 | 1.75% | -0.14% | +1.42% | |
| 24 | CVX | Chevron CORP | 股票-能源 | 1.69% | -0.57% | +4.58% | |
| 25 | EMR | Emerson Electric Co | 股票-工业 | 1.69% | -0.11% | -0.03% | |
| 26 | ULTA | Ulta Beauty Inc | 股票-周期性消费 | 1.39% | -0.28% | +0.59% | |
| 27 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.30% | -0.05% | +0.43% | |
| 28 | EOG | Eog Resources Inc | 股票-能源 | 1.27% | -0.33% | +3.46% | |
| 29 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.19% | -0.17% | +4.28% | |
| 30 | CRM | Salesforce Inc | 股票-科技 | 0.76% | -0.76% | EXIT | |
| 31 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.66% | +0.04% | +4.65% | |
| 32 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.53% | -0.10% | +0.52% | |
| 33 | PVAL | Putnam Focused Lrg Cap Value | ETF-其他 | 0.42% | +0.02% | +6.79% | |
| 34 | CGGR | Cap Group Growth Equity | ETF-其他 | 0.42% | +0.02% | +10.66% | |
| 35 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.26% | -0.03% | -1.62% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AMAT | Applied Materials Inc | +1.2% | +0.13% | 加仓 |
| 2 | FDX | Fedex CORP | +0.8% | +0.02% | 加仓 |
| 3 | COST | Costco Wholesale CORP | +0.6% | +0.73% | 加仓 |
| 4 | CVX | Chevron CORP | +0.5% | +4.58% | 加仓 |
| 5 | EOG | Eog Resources Inc | +0.4% | +3.46% | 加仓 |
| 6 | IWS | Ishares Russell Mid-cap Valu | +0.3% | -0.13% | 减仓 |
| 7 | AMGN | Amgen Inc | +0.2% | -0.31% | 减仓 |
| 8 | RTX | Rtx CORP | +0.2% | -0.21% | 减仓 |
| 9 | MRK | Merck & Co. Inc. | +0.2% | +0.43% | 加仓 |
| 10 | GD | General Dynamics CORP | +0.1% | +1.42% | 加仓 |
| 11 | PEP | Pepsico Inc | +0.1% | +0.52% | 加仓 |
| 12 | PVAL | Putnam Focused Lrg Cap Value | 0% | +6.79% | 加仓 |
| 13 | EMR | Emerson Electric Co | 0% | -0.03% | 减仓 |
| 14 | FELV | Fidelity Enh Lrg Cap Val ETF | 0% | -2.30% | 减仓 |
| 15 | C | Citigroup Inc | 0% | +0.29% | 加仓 |
| 16 | CGGR | Cap Group Growth Equity | 0% | +10.66% | 加仓 |
| 17 | IVE | Ishares S&p 500 Value ETF | — | -1.62% | 减仓 |
| 18 | IWP | Ishares Russell Mid-cap Grow | 0% | +3.50% | 加仓 |
| 19 | IVW | Ishares S&p 500 Growth ETF | 0% | +4.65% | 加仓 |
| 20 | META | Meta Platforms Inc-class A | -0.1% | +4.28% | 加仓 |
| 21 | PLTR | Palantir Technologies Inc-a | -0.1% | +13.02% | 加仓 |
| 22 | ULTA | Ulta Beauty Inc | -0.2% | +0.59% | 加仓 |
| 23 | GOOGL | Alphabet Inc-cl A | -0.2% | +0.64% | 加仓 |
| 24 | JPM | Jpmorgan Chase & Co | -0.2% | +0.86% | 加仓 |
| 25 | GOOG | Alphabet Inc-cl C | -0.2% | +0.84% | 加仓 |
| 26 | BAC | Bank Of America CORP | -0.2% | +1.03% | 加仓 |
| 27 | AAPL | Apple Inc | -0.3% | +0.27% | 加仓 |
| 28 | TMO | Thermo Fisher Scientific Inc | -0.3% | +0.18% | 加仓 |
| 29 | AMZN | Amazon.com Inc | -0.3% | +1.16% | 加仓 |
| 30 | MA | Mastercard Inc - A | -0.4% | -0.41% | 减仓 |
| 31 | NVDA | Nvidia CORP | -0.4% | +0.67% | 加仓 |
| 32 | IWY | Ishares Russell Top 200 Grow | -0.4% | +0.44% | 加仓 |
| 33 | CRWD | Crowdstrike Holdings Inc - A | -0.4% | +2.70% | 加仓 |
| 34 | CRM | Salesforce Inc | -0.6% | -24.97% | 减仓 |
| 35 | QCOM | Qualcomm Inc | — | EXIT | 清仓 |
| 36 | AVGO | Broadcom Inc | — | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Processus Wealth & Capital Management, LLC 在 Q1 2026 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 Q1 2026 季度，Processus Wealth & Capital Management, LLC 按市值排列的前三大核心持股分别为：NVDA (12.5%)、AAPL (6.9%)、IWY (5.4%)。其中最大持股仓位 NVDA 占据整体投资组合约 12.5% 的权重。
在 Q1 2026 季度中，Processus Wealth & Capital Management, LLC 共进行了 36 项持仓异动，包含新建仓 1 个仓位、加仓 26 个仓位、减仓 8 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 AVGO。 本季清仓仓位包含 QCOM。
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。