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: 0001808915
申报总市值
US$39.8亿
US$39.8亿
667 檔
12.8%
根据最新整理的 13F 季度数据集，U.S. Capital Wealth Advisors, LLC 于 Q2 2024 结束时的管理资产规模为 US$39.8亿。该机构在本季度申报了 667 档美股持仓，呈现出该时期的主要投资地图。
在 Q2 2024 期间，U.S. Capital Wealth Advisors, LLC 的持仓组合保持高度稳定，未出现显著的大幅增减仓操作，显示机构对现有持股结构维持较高之延续性。
在资产配置集中度方面，U.S. Capital Wealth Advisors, LLC 的前 5 大核心持股（包含 HPK, PIFI, TLT 等）合计占整体申报市值的 12.8%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 667 只）
| # | 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 | HPK | Highpeak Energy Inc | 股票-其他 | 7.40% | +0.69% | — | |
| 2 | PIFI | Clearshares Piton Int Fi ETF | ETF-其他 | 3.27% | -0.12% | -2.83% | |
| 3 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公债 | 3.19% | -0.64% | +91.22% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.86% | +0.62% | -0.73% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 2.60% | -0.10% | +2.80% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 1.92% | -0.26% | -3.05% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 1.89% | -0.02% | +1124.84% | |
| 8 | EPD | Enterprise Products Partners | 股票-能源 | 1.86% | +0.26% | +0.50% | |
| 9 | OPER | Clearshares Ultra-short Matu | ETF-其他 | 1.48% | +0.04% | -17.19% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.40% | +0.21% | +8.73% | |
| 11 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.17% | -0.09% | -1.34% | |
| 12 | CVX | Chevron CORP | 股票-能源 | 1.14% | +0.24% | -1.67% | |
| 13 | XOM | Exxon Mobil CORP | 股票-能源 | 1.05% | +0.29% | +14.62% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.97% | +0.02% | -13.65% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.96% | -0.04% | +5.37% | |
| 16 | HPKEW | Highpeak Energy Inc | 股票-其他 | 0.90% | — | — | |
| 17 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.84% | — | -0.68% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.83% | -0.05% | +1.48% | |
| 19 | CNQ | Canadian Natural Resources | 股票-能源 | 0.82% | +0.05% | +95.93% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.81% | -0.01% | -9.39% | |
| 21 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.80% | — | +3.14% | |
| 22 | RTX | Rtx CORP | 股票-工业 | 0.74% | +0.12% | -6.84% | |
| 23 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.70% | +0.29% | +2.45% | |
| 24 | EOG | Eog Resources Inc | 股票-能源 | 0.69% | -0.06% | -11.49% | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.68% | -0.01% | -6.54% | |
| 26 | SCCO | Southern Copper CORP | 股票-原材料 | 0.67% | -0.16% | -8.06% | |
| 27 | WMT | Walmart Inc | 股票-非周期性消费 | 0.67% | -0.04% | -5.06% | |
| 28 | EMR | Emerson Electric Co | 股票-工业 | 0.65% | -0.03% | -0.00% | |
| 29 | CSCO | Cisco Systems Inc | 股票-科技 | 0.64% | -0.01% | -1.05% | |
| 30 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.62% | +0.02% | +85.40% | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.62% | -0.12% | -42.80% | |
| 32 | COP | Conocophillips | 股票-能源 | 0.60% | +0.01% | +50.76% | |
| 33 | ET | Energy Transfer LP | 股票-能源 | 0.60% | +0.07% | +0.67% | |
| 34 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.59% | +0.02% | -1.42% | |
| 35 | XLE | Ss Energy Select Sector | ETF-其他 | 0.58% | +0.06% | -1.49% | |
| 36 | ALNY | Alnylam Pharmaceuticals Inc | 股票-医疗保健 | 0.57% | -0.08% | — | |
| 37 | AEP | American Electric Power | 股票-公用事业 | 0.56% | +0.04% | +16.04% | |
| 38 | MPLX | Mplx LP | 股票-能源 | 0.56% | +0.02% | +3.00% | |
| 39 | V | Visa Inc-class A Shares | 股票-金融 | 0.56% | +0.04% | -1.08% | |
| 40 | UPS | United Parcel Service-cl B | 股票-工业 | 0.54% | +0.02% | +5.69% | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.53% | -0.05% | +5.66% | |
| 42 | QCOM | Qualcomm Inc | 股票-科技 | 0.53% | -0.05% | -13.22% | |
| 43 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股与成长 | 0.51% | -0.19% | +32.61% | |
| 44 | DOW | Dow Inc | 股票-原材料 | 0.51% | +0.06% | +0.61% | |
| 45 | T | At&t Inc | 股票-通信服务 | 0.51% | -0.08% | +4.98% | |
| 46 | MO | Altria Group Inc | 股票-非周期性消费 | 0.49% | -0.14% | -0.62% | |
| 47 | IBM | Intl Business Machines CORP | 股票-科技 | 0.49% | -0.30% | +3.92% | |
| 48 | AFL | Aflac Inc | 股票-金融 | 0.48% | -0.47% | +0.73% | |
| 49 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.48% | — | +10.37% | |
| 50 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.48% | — | -0.17% |
根据 SEC 官方 Form 13F 申报备案，U.S. Capital Wealth Advisors, LLC 在 Q2 2024 季度的美股持仓总市值约为 US$39.8亿，共申报了 667 个公开持股仓位。
在 Q2 2024 季度，U.S. Capital Wealth Advisors, LLC 按市值排列的前三大核心持股分别为：HPK (7.4%)、PIFI (3.3%)、TLT (3.2%)。其中最大持股仓位 HPK 占据整体投资组合约 7.4% 的权重。
在 Q2 2024 季度中，U.S. Capital Wealth Advisors, LLC 的持仓组合维持高度稳定，未出现大规模调仓操作。
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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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。