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
90 檔
16.1%
在 Q2 2025 的 13F 官方备案中，Wealth Advisors of Tampa Bay, LLC 管理的美股投资组合规模来到 US$3.3亿，整体持股档数为 90 档。
在 Q2 2025 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, WMT 等）合计占整体申报市值的 16.1%，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 | 6.14% | +0.85% | -18.35% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.89% | -0.03% | -0.17% | |
| 3 | WMT | Walmart Inc | 股票-非周期性消费 | 3.34% | -0.51% | -4.53% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 3.32% | +0.12% | +0.34% | |
| 5 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 3.16% | -1.60% | +85.68% | |
| 6 | GS | Goldman Sachs Group Inc | 股票-金融 | 3.05% | +0.08% | -2.88% | |
| 7 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.91% | +0.08% | -0.47% | |
| 8 | WM | Waste Management Inc | 股票-工业 | 2.67% | -0.20% | -1.62% | |
| 9 | ADI | Analog Devices Inc | 股票-科技 | 2.64% | +0.46% | +0.05% | |
| 10 | GLW | Corning Inc | 股票-科技 | 2.45% | +2.75% | +1.74% | |
| 11 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 2.24% | +0.20% | -1.47% | |
| 12 | ETR | Entergy CORP | 股票-公用事业 | 2.22% | -0.15% | -0.39% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.20% | +0.40% | -0.23% | |
| 14 | GRMN | Garmin Ltd. | 股票-科技 | 2.09% | +0.21% | +0.64% | |
| 15 | JPLD | Jpmorgan LTD Duration ETF | ETF-其他 | 2.06% | -0.12% | +18.21% | |
| 16 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.95% | -0.35% | +0.80% | |
| 17 | T | At&t Inc | 股票-通信服务 | 1.94% | +0.03% | -6.30% | |
| 18 | VZ | Verizon Communications Inc | 股票-通信服务 | 1.86% | -0.55% | +0.97% | |
| 19 | HD | Home Depot Inc | 股票-周期性消费 | 1.76% | +0.18% | -0.86% | |
| 20 | TU | Telus CORP | 股票-其他 | 1.71% | -0.31% | +1.54% | |
| 21 | RTX | Rtx CORP | 股票-工业 | 1.66% | -0.38% | -1.60% | |
| 22 | PNC | Pnc Financial Services Group | 股票-金融 | 1.63% | +0.15% | +0.61% | |
| 23 | CSCO | Cisco Systems Inc | 股票-科技 | 1.63% | +0.59% | -1.04% | |
| 24 | CRM | Salesforce Inc | 股票-科技 | 1.61% | -0.21% | +1.29% | |
| 25 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 1.52% | +0.06% | -10.47% | |
| 26 | EA | Electronic Arts Inc | 股票-通信服务 | 1.47% | — | -11.47% | |
| 27 | LMT | Lockheed Martin CORP | 股票-工业 | 1.46% | -0.05% | +0.60% | |
| 28 | NVDA | Nvidia CORP | 股票-科技 | 1.45% | +0.13% | +1.25% | |
| 29 | CVX | Chevron CORP | 股票-能源 | 1.44% | -0.43% | +17.02% | |
| 30 | MDT | Medtronic plc | 股票-医疗保健 | 1.42% | -0.21% | +3.48% | |
| 31 | BBY | Best Buy Co Inc | 股票-周期性消费 | 1.35% | +0.15% | +1.11% | |
| 32 | HAS | Hasbro Inc | 股票-周期性消费 | 1.34% | -0.31% | +0.78% | |
| 33 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 1.29% | -0.12% | +6.10% | |
| 34 | PFE | Pfizer Inc | 股票-医疗保健 | 1.29% | -0.23% | -0.61% | |
| 35 | UBER | Uber Technologies Inc | 股票-工业 | 1.19% | -0.09% | +1.01% | |
| 36 | GD | General Dynamics CORP | 股票-工业 | 1.12% | -0.03% | +1.25% | |
| 37 | CBOE | Cboe Global Markets Inc | 股票-金融 | 1.11% | -0.31% | -0.59% | |
| 38 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.07% | -0.07% | -1.83% | |
| 39 | BX | Blackstone Inc | 股票-金融 | 1.06% | +0.06% | — | |
| 40 | MMM | 3m Co | 股票-工业 | 1.04% | +0.09% | +1.75% | |
| 41 | ADBE | Adobe Inc | 股票-科技 | 1.03% | — | +9.88% | |
| 42 | SRVR | Pacer Data & Infrastructure | ETF-其他 | 1.00% | — | +1.61% | |
| 43 | KHC | Kraft Heinz Co/the | 股票-非周期性消费 | 0.95% | — | +76.38% | |
| 44 | XLB | Ss Materials Select Sector | ETF-其他 | 0.88% | -0.07% | -2.85% | |
| 45 | DXCM | Dexcom Inc | 股票-医疗保健 | 0.86% | — | +27.58% | |
| 46 | TFC | Truist Financial CORP | 股票-金融 | 0.80% | -0.01% | +47.73% | |
| 47 | COF | Capital One Financial CORP | 股票-金融 | 0.78% | +0.02% | -3.01% | |
| 48 | ZTS | Zoetis Inc | 股票-医疗保健 | 0.73% | -0.63% | EXIT | |
| 49 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.72% | -0.38% | -8.61% | |
| 50 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.72% | -0.11% | +0.74% |
根据 SEC 官方 Form 13F 申报备案，Wealth Advisors of Tampa Bay, LLC 在 Q2 2025 季度的美股持仓总市值约为 US$3.3亿，共申报了 90 个公开持股仓位。
在 Q2 2025 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 (6.1%)、MSFT (3.9%)、WMT (3.3%)。其中最大持股仓位 AVGO 占据整体投资组合约 6.1% 的权重。
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。
在 Q2 2025 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。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
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。