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
86 檔
16.6%
Q4 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 86 个不同之权益投资仓位。
在 Q4 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, AAPL, WMT 等）合计占整体申报市值的 16.6%，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 | 7.25% | +0.85% | -1.49% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.83% | +0.12% | +0.43% | |
| 3 | WMT | Walmart Inc | 股票-非周期性消费 | 4.07% | -0.51% | -0.89% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.75% | -0.03% | -0.43% | |
| 5 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.29% | +0.08% | +0.31% | |
| 6 | WM | Waste Management Inc | 股票-工业 | 2.94% | -0.20% | -0.07% | |
| 7 | GS | Goldman Sachs Group Inc | 股票-金融 | 2.82% | +0.08% | -0.06% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.65% | +0.40% | -0.55% | |
| 9 | ADI | Analog Devices Inc | 股票-科技 | 2.63% | +0.46% | +3.55% | |
| 10 | GLW | Corning Inc | 股票-科技 | 2.46% | +2.75% | -3.24% | |
| 11 | GRMN | Garmin Ltd. | 股票-科技 | 2.33% | +0.21% | -0.41% | |
| 12 | ETR | Entergy CORP | 股票-公用事业 | 2.29% | -0.15% | +97.13% | |
| 13 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 2.23% | +0.20% | -1.88% | |
| 14 | MCD | Mcdonald's CORP | 股票-周期性消费 | 2.20% | -0.35% | -0.19% | |
| 15 | HD | Home Depot Inc | 股票-周期性消费 | 2.18% | +0.18% | +1.20% | |
| 16 | CSCO | Cisco Systems Inc | 股票-科技 | 2.16% | +0.59% | -0.42% | |
| 17 | CRM | Salesforce Inc | 股票-科技 | 2.15% | -0.21% | -16.91% | |
| 18 | JPLD | Jpmorgan LTD Duration ETF | ETF-其他 | 1.87% | -0.12% | +1.56% | |
| 19 | T | At&t Inc | 股票-通信服务 | 1.85% | +0.03% | -0.38% | |
| 20 | BBY | Best Buy Co Inc | 股票-周期性消费 | 1.79% | +0.15% | +4.64% | |
| 21 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 1.76% | +0.06% | -0.92% | |
| 22 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 1.74% | -0.12% | +0.43% | |
| 23 | LMT | Lockheed Martin CORP | 股票-工业 | 1.58% | -0.05% | +40.81% | |
| 24 | EA | Electronic Arts Inc | 股票-通信服务 | 1.56% | — | -1.82% | |
| 25 | RTX | Rtx CORP | 股票-工业 | 1.51% | -0.38% | +0.99% | |
| 26 | TU | Telus CORP | 股票-其他 | 1.50% | -0.31% | -1.38% | |
| 27 | PNC | Pnc Financial Services Group | 股票-金融 | 1.48% | +0.15% | +0.63% | |
| 28 | MDT | Medtronic plc | 股票-医疗保健 | 1.38% | -0.21% | -1.56% | |
| 29 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 1.31% | — | +0.48% | |
| 30 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.22% | -0.07% | — | |
| 31 | CVX | Chevron CORP | 股票-能源 | 1.22% | -0.43% | +30.02% | |
| 32 | HAS | Hasbro Inc | 股票-周期性消费 | 1.10% | -0.31% | -6.67% | |
| 33 | GD | General Dynamics CORP | 股票-工业 | 1.08% | -0.03% | +14.67% | |
| 34 | ADBE | Adobe Inc | 股票-科技 | 1.05% | — | +11.89% | |
| 35 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.02% | -0.55% | -35.26% | |
| 36 | CBOE | Cboe Global Markets Inc | 股票-金融 | 1.01% | -0.31% | +9.81% | |
| 37 | TTEN | Totalenergies Se -spon Adr | 股票-其他 | 0.99% | — | -43.05% | |
| 38 | SRVR | Pacer Data & Infrastructure | ETF-其他 | 0.98% | — | +50.72% | |
| 39 | XLB | Ss Materials Select Sector | ETF-其他 | 0.92% | -0.07% | +1.40% | |
| 40 | CAG | Conagra Brands Inc | 股票-非周期性消费 | 0.89% | — | +10.88% | |
| 41 | PFE | Pfizer Inc | 股票-医疗保健 | 0.84% | -0.23% | -50.16% | |
| 42 | UBER | Uber Technologies Inc | 股票-工业 | 0.79% | -0.09% | +4.38% | |
| 43 | COF | Capital One Financial CORP | 股票-金融 | 0.77% | +0.02% | -2.57% | |
| 44 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.76% | -0.11% | +14.73% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.72% | -0.01% | — | |
| 46 | LULU | Lululemon Athletica Inc | 股票-周期性消费 | 0.71% | — | +1.41% | |
| 47 | ZTS | Zoetis Inc | 股票-医疗保健 | 0.68% | -0.63% | EXIT | |
| 48 | MMM | 3m Co | 股票-工业 | 0.62% | +0.09% | +0.30% | |
| 49 | KHC | Kraft Heinz Co/the | 股票-非周期性消费 | 0.61% | — | -46.83% | |
| 50 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.61% | -0.38% | -0.72% |
根据 SEC 官方 Form 13F 申报备案，Wealth Advisors of Tampa Bay, LLC 在 Q4 2024 季度的美股持仓总市值约为 US$3.3亿，共申报了 86 个公开持股仓位。
在 Q4 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 (7.3%)、AAPL (4.8%)、WMT (4.1%)。其中最大持股仓位 AVGO 占据整体投资组合约 7.3% 的权重。
在 Q4 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。