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
37 檔
37.1%
Q2 2026 季度申报显示，Processus Wealth & Capital Management, LLC 披露的美股组合总市值为 US$1.7亿，涵盖 37 个不同之权益投资仓位。
Processus Wealth & Capital Management, LLC 在 Q2 2026 进行了结构性的板块轮动与仓位换股。在开立 1 个全新仓位及加仓 18 档持股的同时，亦同步清仓 1 档并减仓 16 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, AMAT, AAPL 等）合计占整体申报市值的 37.1%，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
GEV
市值: US$269.9万
本季最大获利了结 / 清仓标的
CRM
前期市值: US$111.4万
| # | 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 | 12.67% | +1.24% | +2.30% | |
| 2 | AMAT | Applied Materials Inc | 股票-科技 | 7.24% | -1.89% | -6.50% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 6.82% | +0.81% | +0.57% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 5.41% | +0.10% | +2.44% | |
| 5 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 5.28% | -0.31% | -2.88% | |
| 6 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 4.50% | -0.25% | +1.56% | |
| 7 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 4.41% | +0.72% | -14.52% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.30% | -0.27% | +0.97% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 4.26% | -0.25% | +0.98% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.66% | -0.17% | +0.29% | |
| 11 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 3.09% | -0.26% | +3.37% | |
| 12 | C | Citigroup Inc | 股票-金融 | 2.86% | -0.30% | -5.54% | |
| 13 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 2.75% | -0.12% | +0.40% | |
| 14 | BAC | Bank Of America CORP | 股票-金融 | 2.63% | -0.18% | +0.03% | |
| 15 | FDX | Fedex CORP | 股票-工业 | 2.42% | -0.33% | -12.07% | |
| 16 | AMGN | Amgen Inc | 股票-医疗保健 | 2.34% | +0.29% | +2.60% | |
| 17 | MA | Mastercard Inc - A | 股票-金融 | 2.30% | -0.07% | -22.48% | |
| 18 | AVGO | Broadcom Inc | 股票-科技 | 2.29% | -0.20% | +4.38% | |
| 19 | RTX | Rtx CORP | 股票-工业 | 2.22% | -0.14% | -6.78% | |
| 20 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.91% | +0.93% | +4.51% | |
| 21 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 1.74% | +0.14% | -9.58% | |
| 22 | FELV | Fidelity Enh Lrg Cap Val ETF | ETF-其他 | 1.73% | -0.02% | -4.67% | |
| 23 | GD | General Dynamics CORP | 股票-工业 | 1.59% | -0.15% | +2.25% | |
| 24 | GEV | GE Vernova Inc | 股票-工业 | 1.58% | -0.31% | — | |
| 25 | EMR | Emerson Electric Co | 股票-工业 | 1.56% | +0.07% | -1.76% | |
| 26 | MRK | Merck & Co. Inc. | 股票-医疗保健 | 1.24% | +0.12% | +3.66% | |
| 27 | CVX | Chevron CORP | 股票-能源 | 1.11% | +0.23% | -4.89% | |
| 28 | ULTA | Ulta Beauty Inc | 股票-周期性消费 | 1.10% | +0.17% | +6.01% | |
| 29 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.01% | +0.25% | -0.72% | |
| 30 | EOG | Eog Resources Inc | 股票-能源 | 0.93% | +0.04% | -5.43% | |
| 31 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股与成长 | 0.69% | +0.01% | -0.63% | |
| 32 | CGGR | Cap Group Growth Equity | ETF-其他 | 0.44% | +0.02% | +3.54% | |
| 33 | PVAL | Putnam Focused Lrg Cap Value | ETF-其他 | 0.43% | +0.01% | +7.50% | |
| 34 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.43% | -0.03% | +7.98% | |
| 35 | PNFP | Pinnacle Financial Partners | 股票-金融 | 0.42% | — | — | |
| 36 | FBK | Fb Financial CORP | 股票-其他 | 0.40% | — | — | |
| 37 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.22% | — | -7.80% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AMAT | Applied Materials Inc | +3.1% | -6.72% | 减仓 |
| 2 | GEV | GE Vernova Inc | +1.6% | NEW | 新建仓 |
| 3 | CRWD | Crowdstrike Holdings Inc - A | +1.4% | -14.77% | 减仓 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.4% | +0.71% | 加仓 |
| 5 | GOOG | Alphabet Inc-cl C | +0.3% | +0.73% | 加仓 |
| 6 | NVDA | Nvidia CORP | +0.3% | +1.99% | 加仓 |
| 7 | AVGO | Broadcom Inc | +0.2% | +4.38% | 加仓 |
| 8 | AMZN | Amazon.com Inc | +0.1% | +2.20% | 加仓 |
| 9 | IWP | Ishares Russell Mid-cap Grow | +0.1% | +3.19% | 加仓 |
| 10 | C | Citigroup Inc | 0% | -5.79% | 减仓 |
| 11 | BAC | Bank Of America CORP | 0% | -0.24% | 减仓 |
| 12 | IVW | Ishares S&p 500 Growth ETF | 0% | -0.63% | 减仓 |
| 13 | CGGR | Cap Group Growth Equity | 0% | +3.54% | 加仓 |
| 14 | PVAL | Putnam Focused Lrg Cap Value | 0% | +7.50% | 加仓 |
| 15 | IWS | Ishares Russell Mid-cap Valu | 0% | +1.26% | 加仓 |
| 16 | AAPL | Apple Inc | 0% | +0.28% | 加仓 |
| 17 | IVE | Ishares S&p 500 Value ETF | 0% | -7.80% | 减仓 |
| 18 | MRK | Merck & Co. Inc. | -0.1% | +3.36% | 加仓 |
| 19 | IWY | Ishares Russell Top 200 Grow | -0.1% | -2.88% | 减仓 |
| 20 | FELV | Fidelity Enh Lrg Cap Val ETF | -0.1% | -4.67% | 减仓 |
| 21 | PEP | Pepsico Inc | -0.1% | +7.62% | 加仓 |
| 22 | JPM | Jpmorgan Chase & Co | -0.1% | +0.01% | 加仓 |
| 23 | EMR | Emerson Electric Co | -0.1% | -2.04% | 减仓 |
| 24 | GD | General Dynamics CORP | -0.1% | +2.04% | 加仓 |
| 25 | META | Meta Platforms Inc-class A | -0.2% | -0.72% | 减仓 |
| 26 | AMGN | Amgen Inc | -0.2% | +2.37% | 加仓 |
| 27 | ULTA | Ulta Beauty Inc | -0.3% | +5.73% | 加仓 |
| 28 | EOG | Eog Resources Inc | -0.3% | -5.72% | 减仓 |
| 29 | TMO | Thermo Fisher Scientific Inc | -0.4% | -9.79% | 减仓 |
| 30 | CVX | Chevron CORP | -0.6% | -5.08% | 减仓 |
| 31 | RTX | Rtx CORP | -0.6% | -7.08% | 减仓 |
| 32 | COST | Costco Wholesale CORP | -0.6% | +0.14% | 加仓 |
| 33 | PLTR | Palantir Technologies Inc-a | -0.7% | +4.51% | 加仓 |
| 34 | CRM | Salesforce Inc | -0.8% | EXIT | 清仓 |
| 35 | MA | Mastercard Inc - A | -1% | -22.73% | 减仓 |
| 36 | FDX | Fedex CORP | -1.2% | -12.33% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Processus Wealth & Capital Management, LLC 在 Q2 2026 季度的美股持仓总市值约为 US$1.7亿，共申报了 37 个公开持股仓位。
在 Q2 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 (12.7%)、AMAT (7.2%)、AAPL (6.8%)。其中最大持股仓位 NVDA 占据整体投资组合约 12.7% 的权重。
在 Q2 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 18 个仓位、减仓 16 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 GEV。 本季清仓仓位包含 CRM。
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。