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: 0001735734
申报总市值
US$7.1亿
US$7.1亿
191 檔
25.2%
在 Q3 2025 的 13F 官方备案中，Wealth Alliance Advisory Group, LLC 管理的美股投资组合规模来到 US$7.1亿，整体持股档数为 191 档。
Wealth Alliance Advisory Group, LLC 在 Q3 2025 进行了结构性的板块轮动与仓位换股。在开立 15 个全新仓位及加仓 69 档持股的同时，亦同步清仓 20 档并减仓 62 档标的。
在资产配置集中度方面，Wealth Alliance Advisory Group, LLC 的前 5 大核心持股（包含 IVV, VTV, FBND 等）合计占整体申报市值的 25.2%，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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 9.50% | +0.22% | -0.54% | |
| 2 | VTV | Vanguard Value ETF | ETF-其他 | 6.67% | -0.02% | +0.94% | |
| 3 | FBND | Fidelity Total Bond ETF | ETF-其他 | 5.82% | -0.35% | +1.44% | |
| 4 | FENI | Fidelity Enhanced Intl ETF | ETF-其他 | 5.25% | +0.11% | +0.78% | |
| 5 | VUG | Vanguard Growth ETF | ETF-其他 | 5.17% | +0.24% | -0.75% | |
| 6 | PYLD | Pimco Multisector Bond Actv | ETF-其他 | 5.05% | -0.37% | +1.30% | |
| 7 | CWI | State Street Spdr Msci Acwi | ETF-其他 | 3.02% | -0.01% | +0.87% | |
| 8 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 2.68% | -0.02% | +0.47% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 2.27% | +0.24% | -8.04% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.23% | +0.02% | +0.04% | |
| 11 | AAPL | Apple Inc | 股票-科技 | 2.22% | +0.29% | -3.21% | |
| 12 | BBAG | Jpmorgan Betabuilders US Agg | ETF-其他 | 2.21% | -2.14% | +1.63% | |
| 13 | MUNI | Pimco Intermediate Municipal | ETF-其他 | 1.80% | -0.24% | -2.34% | |
| 14 | JMUB | Jpmorgan Municipal ETF | ETF-其他 | 1.79% | -0.26% | -2.52% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.79% | +0.64% | -2.23% | |
| 16 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 1.45% | — | +1.48% | |
| 17 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 1.42% | +0.01% | +1.37% | |
| 18 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 1.22% | +0.01% | -0.53% | |
| 19 | FYX | First Trust Small Cap Core A | ETF-中小型股 | 1.22% | -0.09% | -0.56% | |
| 20 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.10% | -0.01% | +7.79% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.09% | +0.12% | +16.98% | |
| 22 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.07% | +0.10% | -0.51% | |
| 23 | AVGO | Broadcom Inc | 股票-科技 | 1.06% | — | -10.88% | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 1.04% | -0.94% | EXIT | |
| 25 | WMT | Walmart Inc | 股票-非周期性消费 | 0.95% | +0.01% | +2.90% | |
| 26 | ORCL | Oracle CORP | 股票-科技 | 0.92% | — | -13.35% | |
| 27 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 0.89% | — | -2.91% | |
| 28 | WMB | Williams Cos Inc | 股票-能源 | 0.79% | -0.08% | +0.01% | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.77% | +0.07% | +1.69% | |
| 30 | FLMI | Franklin Dynamic Municipal B | ETF-其他 | 0.75% | -0.11% | -2.19% | |
| 31 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.73% | +0.32% | -1.11% | |
| 32 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.71% | -0.04% | +5.78% | |
| 33 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.68% | -0.12% | +8.96% | |
| 34 | RTX | Rtx CORP | 股票-工业 | 0.66% | +0.02% | +2.59% | |
| 35 | BAC | Bank Of America CORP | 股票-金融 | 0.63% | +0.09% | -4.67% | |
| 36 | FLMB | Franklin Municipal Green Bon | ETF-其他 | 0.62% | — | — | |
| 37 | SEIC | Sei Investments Company | 股票-金融 | 0.57% | +0.06% | — | |
| 38 | CVX | Chevron CORP | 股票-能源 | 0.56% | +0.04% | -14.22% | |
| 39 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.56% | -0.17% | +1.88% | |
| 40 | CSCO | Cisco Systems Inc | 股票-科技 | 0.56% | -0.10% | -1.17% | |
| 41 | HD | Home Depot Inc | 股票-周期性消费 | 0.54% | -0.07% | +4.50% | |
| 42 | GE | General Electric | 股票-工业 | 0.53% | -0.11% | -6.55% | |
| 43 | ARL | American Realty Investors In | 股票-其他 | 0.52% | -0.16% | +4.20% | |
| 44 | UBS | UBS Group AG | 股票-金融 | 0.46% | -0.03% | -1.14% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.45% | -0.01% | +1.40% | |
| 46 | SGOL | Abrdn Physical Gold Shares | ETF-避险与商品 | 0.41% | — | — | |
| 47 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.40% | +0.04% | +15.56% | |
| 48 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.39% | -0.16% | +207.21% | |
| 49 | COP | Conocophillips | 股票-能源 | 0.39% | +0.05% | -11.56% | |
| 50 | CAT | Caterpillar Inc | 股票-工业 | 0.38% | -0.17% | -27.15% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | +0.7% | -0.75% | 加仓 |
| 2 | NVDA | Nvidia CORP | +0.7% | -8.04% | 减仓 |
| 3 | IVV | Ishares Core S&p 500 ETF | +0.6% | -0.54% | 加仓 |
| 4 | AVGO | Broadcom Inc | +0.5% | -10.88% | 加仓 |
| 5 | MSFT | Microsoft CORP | +0.4% | -2.23% | 加仓 |
| 6 | ORCL | Oracle CORP | +0.4% | -13.35% | 减仓 |
| 7 | GOOG | Alphabet Inc-cl C | +0.3% | +7.79% | 加仓 |
| 8 | FENI | Fidelity Enhanced Intl ETF | +0.3% | +0.78% | 加仓 |
| 9 | PLTR | Palantir Technologies Inc-a | +0.3% | +207.21% | 加仓 |
| 10 | IBM | Intl Business Machines CORP | +0.2% | +323.26% | 加仓 |
| 11 | CWI | State Street Spdr Msci Acwi | +0.2% | +0.87% | 加仓 |
| 12 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +0.04% | 加仓 |
| 13 | ARL | American Realty Investors In | +0.2% | +4.20% | 加仓 |
| 14 | META | Meta Platforms Inc-class A | +0.1% | -1.11% | 加仓 |
| 15 | SPTM | Ss Spdr P S&p 1500 Comp ETF | +0.1% | +1.37% | 加仓 |
| 16 | ABBV | Abbvie Inc | +0.1% | +1.88% | 加仓 |
| 17 | CSCO | Cisco Systems Inc | +0.1% | -1.17% | 加仓 |
| 18 | GE | General Electric | +0.1% | -6.55% | 减仓 |
| 19 | MCD | Mcdonald's CORP | +0.1% | +8.96% | 加仓 |
| 20 | FYX | First Trust Small Cap Core A | +0.1% | -0.56% | 加仓 |
| 21 | AMZN | Amazon.com Inc | +0.1% | -0.51% | 加仓 |
| 22 | JPM | Jpmorgan Chase & Co | +0.1% | +1.69% | 加仓 |
| 23 | RTX | Rtx CORP | +0.1% | +2.59% | 加仓 |
| 24 | BKE | Buckle Inc/the | +0.1% | — | 不变 |
| 25 | HD | Home Depot Inc | +0.1% | +4.50% | 加仓 |
| 26 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +2.38% | 加仓 |
| 27 | SPEM | State Street Sp Ptf Em ETF | +0.1% | -0.53% | 加仓 |
| 28 | WMT | Walmart Inc | +0.1% | +2.90% | 加仓 |
| 29 | UBS | UBS Group AG | +0.1% | -1.14% | 减仓 |
| 30 | GS | Goldman Sachs Group Inc | +0.1% | -12.27% | 减仓 |
| 31 | MRK | Merck & Co. Inc. | +0.1% | -13.66% | 加仓 |
| 32 | TSLA | Tesla Inc | +0.1% | -3.63% | 加仓 |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +1.40% | 加仓 |
| 34 | CAT | Caterpillar Inc | 0% | -27.15% | 减仓 |
| 35 | XLRE | Ss Real Estate Select Sector | 0% | +21.91% | 加仓 |
| 36 | GOOGL | Alphabet Inc-cl A | 0% | +1.02% | 减仓 |
| 37 | GBTC | Grayscale Bitcoin Trust ETF | 0% | — | 不变 |
| 38 | GLD | Spdr Gold Shares | 0% | +21.25% | 加仓 |
| 39 | SHOP | Shopify Inc - Class A | 0% | +12.56% | 加仓 |
| 40 | MDY | State Street Spdr S&p Midcap | 0% | +0.47% | 加仓 |
| 41 | SGOL | Abrdn Physical Gold Shares | 0% | — | 不变 |
| 42 | TQQQ | Proshares Ultrapro Qqq | 0% | +15.93% | 减仓 |
| 43 | LRCX | Lam Research CORP | 0% | — | 不变 |
| 44 | NEE | Nextera Energy Inc | 0% | +12.66% | 加仓 |
| 45 | NFLX | Netflix Inc | 0% | +0.23% | 加仓 |
| 46 | INTC | Intel CORP | 0% | -3.92% | 加仓 |
| 47 | VST | Vistra CORP | 0% | +0.10% | 加仓 |
| 48 | TGT | Target CORP | 0% | -6.40% | 加仓 |
| 49 | AAPL | Apple Inc | 0% | -3.21% | 加仓 |
| 50 | COST | Costco Wholesale CORP | 0% | +15.56% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Wealth Alliance Advisory Group, LLC 在 Q3 2025 季度的美股持仓总市值约为 US$7.1亿，共申报了 191 个公开持股仓位。
在 Q3 2025 季度，Wealth Alliance Advisory Group, LLC 按市值排列的前三大核心持股分别为：IVV (9.5%)、VTV (6.7%)、FBND (5.8%)。其中最大持股仓位 IVV 占据整体投资组合约 9.5% 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。
本季最大新建仓标的
AMD
市值: US$142.1万
本季最大获利了结 / 清仓标的
ACN
前期市值: US$86.2万
在 Q3 2025 季度中，Wealth Alliance Advisory Group, LLC 共进行了 166 项持仓异动，包含新建仓 15 个仓位、加仓 69 个仓位、减仓 62 个仓位以及清仓 20 个仓位。 其中最大新建仓标的为 AMD。 本季清仓仓位包含 ACN。
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。