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。
AlphaSMO 权威研究指南阅读专题
CIK: 0001907254
申报总市值
US$3.7亿
US$3.7亿
198 檔
20.6%
在 Q1 2025 申报期间，Wealth Effects LLC（CIK: 0001907254）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$3.7亿，共持有 198 个公开申报仓位。
在 Q1 2025，Wealth Effects LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 23 个仓位并完全清仓 15 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，Wealth Effects LLC 的前 5 大核心持股（包含 NVDA, AAPL, Avadel Pharmaceuticals PLC ADR 等）合计占整体申报市值的 20.6%，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 | NVDA | Nvidia CORP | 股票-科技 | 8.26% | -1.22% | -7.07% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 8.03% | -1.05% | -2.09% | |
| 3 | ✓ | Avadel Pharmaceuticals PLC ADR | 股票-其他 | 7.79% | — | +1.07% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 4.70% | -0.58% | -2.75% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.35% | -0.28% | -0.12% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.02% | -0.43% | -4.16% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.94% | -0.58% | +4.01% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.79% | -0.49% | -6.51% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.93% | -0.17% | -6.16% | |
| 10 | TTD | Trade Desk Inc/the -class A | 股票-通信服务 | 1.49% | — | +11.51% | |
| 11 | BX | Blackstone Inc | 股票-金融 | 1.42% | -0.16% | -0.38% | |
| 12 | IBM | Intl Business Machines CORP | 股票-科技 | 1.22% | +0.04% | -11.71% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.18% | -0.16% | -0.47% | |
| 14 | VOO | Vanguard S&P 500 ETF | ETF-大型股与成长 | 1.08% | -0.13% | -0.09% | |
| 15 | CVX | Chevron CORP | 股票-能源 | 1.07% | -0.44% | -0.36% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.05% | +0.12% | +0.61% | |
| 17 | AVGO | Broadcom Inc | 股票-科技 | 1.00% | -0.25% | -2.12% | |
| 18 | URI | United Rentals Inc | 股票-工业 | 0.96% | +0.15% | +1.53% | |
| 19 | UTG | Reaves Utility Income Fund | 股票-其他 | 0.95% | -0.25% | +0.19% | |
| 20 | VUG | Vanguard Growth ETF | ETF-其他 | 0.93% | -0.05% | +0.65% | |
| 21 | ARWR | Arrowhead Pharmaceuticals In | 股票-医疗保健 | 0.91% | +0.06% | +9.41% | |
| 22 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.91% | -0.04% | -10.36% | |
| 23 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.90% | +0.07% | -6.80% | |
| 24 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.85% | -0.08% | -0.86% | |
| 25 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.77% | -0.10% | -0.53% | |
| 26 | TSLA | Tesla Inc | 股票-周期性消费 | 0.76% | -0.14% | +5.10% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.72% | -0.13% | +2.83% | |
| 28 | ENVX | Enovix CORP | 股票-其他 | 0.72% | -0.03% | -1.02% | |
| 29 | PFE | Pfizer Inc | 股票-医疗保健 | 0.70% | -0.25% | +14.04% | |
| 30 | BA | Boeing Co/the | 股票-工业 | 0.69% | -0.14% | +1.69% | |
| 31 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 0.68% | -0.12% | -20.25% | |
| 32 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.68% | -0.15% | -32.37% | |
| 33 | DOCN | Digitalocean Holdings Inc | 股票-科技 | 0.67% | +0.50% | -2.65% | |
| 34 | MU | Micron Technology Inc | 股票-科技 | 0.64% | +3.56% | -9.17% | |
| 35 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.63% | -0.07% | -1.77% | |
| 36 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.62% | — | -0.76% | |
| 37 | XOM | Exxon Mobil CORP | 股票-能源 | 0.61% | -0.27% | -6.91% | |
| 38 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.59% | — | -13.56% | |
| 39 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.59% | -0.20% | -14.85% | |
| 40 | DVN | Devon Energy CORP | 股票-能源 | 0.57% | -0.22% | +19.31% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.54% | -0.02% | +0.63% | |
| 42 | NFLX | Netflix Inc | 股票-通信服务 | 0.52% | -0.07% | +176.84% | |
| 43 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.51% | -0.09% | -13.13% | |
| 44 | V | Visa Inc-class A Shares | 股票-金融 | 0.49% | -0.04% | -2.49% | |
| 45 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.48% | -0.08% | — | |
| 46 | S | Sentinelone Inc -class A | 股票-科技 | 0.47% | — | -14.12% | |
| 47 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.47% | -0.12% | +20.04% | |
| 48 | QYLD | Global X Nasd 100 Cov Call | ETF-其他 | 0.47% | -0.07% | -6.28% | |
| 49 | LNG | Cheniere Energy Inc | 股票-能源 | 0.47% | -0.19% | +0.02% | |
| 50 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 0.46% | -0.09% | +19.69% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NFLX | Netflix Inc | +0.4% | +176.84% | 加仓 |
| 2 | VTI | Vanguard Total Stock Mkt ETF | +0.4% | -0.12% | 减仓 |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | -0.47% | 减仓 |
| 4 | SMR | Nuscale Power CORP | +0.3% | NEW | 新建仓 |
| 5 | CVX | Chevron CORP | +0.3% | -0.36% | 减仓 |
| 6 | DVN | Devon Energy CORP | +0.2% | +19.31% | 加仓 |
| 7 | AAPL | Apple Inc | +0.2% | -2.09% | 减仓 |
| 8 | C | Citigroup Inc | +0.2% | +51.96% | 加仓 |
| 9 | GEV | GE Vernova Inc | +0.2% | NEW | 新建仓 |
| 10 | ADM | Archer-daniels-midland Co | +0.1% | NEW | 新建仓 |
| 11 | VOO | Vanguard S&P 500 ETF | +0.1% | -0.09% | 减仓 |
| 12 | AMZN | Amazon.com Inc | 0% | -2.75% | 减仓 |
| 13 | MSFT | Microsoft CORP | 0% | -6.51% | 减仓 |
| 14 | GLBE | Global-E Online Ltd. | -0.1% | +0.66% | 加仓 |
| 15 | BX | Blackstone Inc | -0.1% | -0.38% | 减仓 |
| 16 | AMT | American Tower CORP | -0.1% | -46.38% | 减仓 |
| 17 | PBI | Pitney Bowes Inc | -0.1% | -44.69% | 减仓 |
| 18 | DDOG | Datadog Inc - Class A | -0.1% | +0.42% | 加仓 |
| 19 | ORCL | Oracle CORP | -0.1% | -25.41% | 减仓 |
| 20 | EXP | Eagle Materials Inc | -0.1% | -52.33% | 减仓 |
| 21 | S | Sentinelone Inc -class A | -0.1% | -14.12% | 减仓 |
| 22 | DDD | 3d Systems CORP | -0.1% | -5.08% | 减仓 |
| 23 | ONDS | Ondas Inc | -0.1% | -2.89% | 减仓 |
| 24 | AIG | American International Group | -0.1% | EXIT | 清仓 |
| 25 | HSY | Hershey Co/the | -0.1% | EXIT | 清仓 |
| 26 | JEPQ | JPM Nasdaq Equity Premium | -0.1% | -20.25% | 减仓 |
| 27 | STKL | Sunopta Inc | -0.1% | -64.16% | 减仓 |
| 28 | FYC | First Trust Small Cap Growth | -0.1% | EXIT | 清仓 |
| 29 | ARWR | Arrowhead Pharmaceuticals In | -0.1% | +9.41% | 加仓 |
| 30 | SOUN | Soundhound Ai Inc-a | -0.1% | EXIT | 清仓 |
| 31 | MANH | Manhattan Associates Inc | -0.1% | EXIT | 清仓 |
| 32 | CMI | Cummins Inc | -0.1% | EXIT | 清仓 |
| 33 | IOT | Samsara Inc-cl A | -0.1% | EXIT | 清仓 |
| 34 | MRVL | Marvell Technology Inc | -0.1% | EXIT | 清仓 |
| 35 | PANW | Palo Alto Networks Inc | -0.1% | EXIT | 清仓 |
| 36 | HUMA | Humacyte Inc | -0.2% | -20.46% | 减仓 |
| 37 | JEPI | Jpmorgan Equity Premium Inco | -0.2% | -32.37% | 减仓 |
| 38 | PEP | Pepsico Inc | -0.2% | EXIT | 清仓 |
| 39 | AVGO | Broadcom Inc | -0.2% | -2.12% | 减仓 |
| 40 | ENVX | Enovix CORP | -0.2% | -1.02% | 减仓 |
| 41 | GOOGL | Alphabet Inc-cl A | -0.2% | -6.16% | 减仓 |
| 42 | TSLA | Tesla Inc | -0.2% | +5.10% | 加仓 |
| 43 | CMCSA | Comcast Corp-class A | -0.2% | EXIT | 清仓 |
| 44 | AMAT | Applied Materials Inc | -0.2% | EXIT | 清仓 |
| 45 | AMD | Advanced Micro Devices | -0.2% | EXIT | 清仓 |
| 46 | PI | Impinj Inc | -0.6% | EXIT | 清仓 |
| 47 | GIS | General Mills Inc | -0.6% | EXIT | 清仓 |
| 48 | TTD | Trade Desk Inc/the -class A | -0.9% | +11.51% | 加仓 |
| 49 | ✓ | Avadel Pharmaceuticals PLC ADR | -1% | +1.07% | 加仓 |
| 50 | NVDA | Nvidia CORP | -1.1% | -7.07% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Wealth Effects LLC 在 Q1 2025 季度的美股持仓总市值约为 US$3.7亿，共申报了 198 个公开持股仓位。
在 Q1 2025 季度，Wealth Effects LLC 按市值排列的前三大核心持股分别为：NVDA (8.3%)、AAPL (8.0%)、Avadel Pharmaceuticals PLC ADR (7.8%)。其中最大持股仓位 NVDA 占据整体投资组合约 8.3% 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
SMR
市值: US$68.3万
本季最大获利了结 / 清仓标的
GIS
前期市值: US$172.3万
在 Q1 2025 季度中，Wealth Effects LLC 共进行了 50 项持仓异动，包含新建仓 3 个仓位、加仓 9 个仓位、减仓 23 个仓位以及清仓 15 个仓位。 其中最大新建仓标的为 SMR。 本季清仓仓位包含 GIS。
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。