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: 0001715228
申报总市值
US$3.3亿
US$3.3亿
81 檔
12.5%
Q1 2024 季度申报显示，Wealth Advisors of Tampa Bay, LLC 披露的美股组合总市值为 US$3.3亿，涵盖 81 个不同之权益投资仓位。
在 Q1 2024 期间，Wealth Advisors of Tampa Bay, 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，Wealth Advisors of Tampa Bay, LLC 的前 5 大核心持股（包含 AVGO, MSFT, AAPL 等）合计占整体申报市值的 12.5%，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 | AVGO | Broadcom Inc | 股票-科技 | 4.67% | +0.85% | -6.85% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.10% | -0.03% | -2.72% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.00% | +0.12% | -3.54% | |
| 4 | WM | Waste Management Inc | 股票-工业 | 3.50% | -0.20% | -3.08% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.09% | +0.08% | -3.50% | |
| 6 | WMT | Walmart Inc | 股票-非周期性消费 | 3.09% | -0.51% | +196.40% | |
| 7 | CRM | Salesforce Inc | 股票-科技 | 2.60% | -0.21% | -4.85% | |
| 8 | ADI | Analog Devices Inc | 股票-科技 | 2.52% | +0.46% | -0.17% | |
| 9 | TTEN | Totalenergies Se -spon Adr | 股票-其他 | 2.39% | — | +3.15% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.39% | +0.40% | -1.96% | |
| 11 | CSCO | Cisco Systems Inc | 股票-科技 | 2.30% | +0.59% | +0.52% | |
| 12 | GS | Goldman Sachs Group Inc | 股票-金融 | 2.29% | +0.08% | -2.02% | |
| 13 | HD | Home Depot Inc | 股票-周期性消费 | 2.27% | +0.18% | -2.23% | |
| 14 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 2.09% | +0.06% | +4.41% | |
| 15 | MCD | Mcdonald's CORP | 股票-周期性消费 | 2.09% | -0.35% | +0.26% | |
| 16 | JPLD | Jpmorgan LTD Duration ETF | ETF-其他 | 2.00% | -0.12% | -16.25% | |
| 17 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 1.94% | +0.20% | -0.40% | |
| 18 | GLW | Corning Inc | 股票-科技 | 1.93% | +2.75% | +2.47% | |
| 19 | TU | Telus CORP | 股票-其他 | 1.91% | -0.31% | +14.77% | |
| 20 | PFE | Pfizer Inc | 股票-医疗保健 | 1.85% | -0.23% | +50.01% | |
| 21 | GRMN | Garmin Ltd. | 股票-科技 | 1.80% | +0.21% | +1.41% | |
| 22 | ETR | Entergy CORP | 股票-公用事业 | 1.76% | -0.15% | +6.97% | |
| 23 | BBY | Best Buy Co Inc | 股票-周期性消费 | 1.74% | +0.15% | +8.81% | |
| 24 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 1.74% | -0.12% | +8.55% | |
| 25 | EA | Electronic Arts Inc | 股票-通信服务 | 1.71% | — | -2.45% | |
| 26 | MMM | 3m Co | 股票-工业 | 1.70% | +0.09% | +12.87% | |
| 27 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.70% | -0.55% | +0.58% | |
| 28 | MDT | Medtronic plc | 股票-医疗保健 | 1.55% | -0.21% | +14.22% | |
| 29 | T | At&t Inc | 股票-通信服务 | 1.51% | +0.03% | +10.35% | |
| 30 | RTX | Rtx CORP | 股票-工业 | 1.45% | -0.38% | -1.57% | |
| 31 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 1.45% | — | +0.37% | |
| 32 | MCHP | Microchip Technology Inc | 股票-科技 | 1.36% | — | -2.95% | |
| 33 | HAS | Hasbro Inc | 股票-周期性消费 | 1.32% | -0.31% | +5.32% | |
| 34 | PNC | Pnc Financial Services Group | 股票-金融 | 1.29% | +0.15% | — | |
| 35 | KHC | Kraft Heinz Co/the | 股票-非周期性消费 | 1.28% | — | +7.22% | |
| 36 | GD | General Dynamics CORP | 股票-工业 | 1.14% | -0.03% | -2.18% | |
| 37 | XLB | Ss Materials Select Sector | ETF-其他 | 1.11% | -0.07% | -1.06% | |
| 38 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.99% | — | -3.30% | |
| 39 | MXI | Ishares Global Materials ETF | ETF-其他 | 0.98% | — | -0.11% | |
| 40 | CAG | Conagra Brands Inc | 股票-非周期性消费 | 0.98% | — | +0.78% | |
| 41 | DXCM | Dexcom Inc | 股票-医疗保健 | 0.97% | — | +2.77% | |
| 42 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 0.93% | — | +13.24% | |
| 43 | EXPE | Expedia Group Inc | 股票-周期性消费 | 0.92% | — | -1.75% | |
| 44 | CBOE | Cboe Global Markets Inc | 股票-金融 | 0.92% | -0.31% | — | |
| 45 | WBA | Walgreens Boots Alliance Inc | 股票-其他 | 0.90% | — | -5.23% | |
| 46 | ADBE | Adobe Inc | 股票-科技 | 0.86% | — | +94.59% | |
| 47 | ✓ | Laboratory Corp. of America | 股票-其他 | 0.84% | — | -0.15% | |
| 48 | NFG | National Fuel Gas Co | 股票-能源 | 0.75% | — | +1.83% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.74% | -0.01% | -0.72% | |
| 50 | COF | Capital One Financial CORP | 股票-金融 | 0.73% | +0.02% | -25.54% |
根据 SEC 官方 Form 13F 申报备案，Wealth Advisors of Tampa Bay, LLC 在 Q1 2024 季度的美股持仓总市值约为 US$3.3亿，共申报了 81 个公开持股仓位。
在 Q1 2024 季度，Wealth Advisors of Tampa Bay, LLC 按市值排列的前三大核心持股分别为：AVGO (4.7%)、MSFT (4.1%)、AAPL (4.0%)。其中最大持股仓位 AVGO 占据整体投资组合约 4.7% 的权重。
在 Q1 2024 季度中，Wealth Advisors of Tampa Bay, 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。
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。