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: 0001907254
申报总市值
US$3.7亿
US$3.7亿
205 檔
23.6%
在 Q2 2025 的 13F 官方备案中，Wealth Effects LLC 管理的美股投资组合规模来到 US$3.7亿，整体持股档数为 205 档。
Wealth Effects LLC 在 Q2 2025 进行了结构性的板块轮动与仓位换股。在开立 7 个全新仓位及加仓 17 档持股的同时，亦同步清仓 1 档并减仓 24 档标的。
在资产配置集中度方面，Wealth Effects LLC 的前 5 大核心持股（包含 NVDA, Avadel Pharmaceuticals PLC ADR, AAPL 等）合计占整体申报市值的 23.6%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 205 只）
| # | 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 | 10.33% | -1.22% | -3.68% | |
| 2 | ✓ | Avadel Pharmaceuticals PLC ADR | 股票-其他 | 7.80% | — | -0.60% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 6.43% | -1.05% | -2.62% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 4.91% | -0.58% | +1.65% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.31% | -0.28% | +0.34% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.22% | -0.43% | +1.23% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 3.15% | -0.49% | -4.23% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.12% | -0.58% | -7.14% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.92% | -0.17% | -1.86% | |
| 10 | TTD | Trade Desk Inc/the -class A | 股票-通信服务 | 1.72% | — | -1.57% | |
| 11 | AVGO | Broadcom Inc | 股票-科技 | 1.49% | -0.25% | +1.71% | |
| 12 | IBM | Intl Business Machines CORP | 股票-科技 | 1.40% | +0.04% | +8.42% | |
| 13 | BX | Blackstone Inc | 股票-金融 | 1.33% | -0.16% | -2.22% | |
| 14 | URI | United Rentals Inc | 股票-工业 | 1.03% | +0.15% | +0.49% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.99% | +0.12% | -4.53% | |
| 16 | ARWR | Arrowhead Pharmaceuticals In | 股票-医疗保健 | 0.98% | +0.06% | -2.87% | |
| 17 | VUG | Vanguard Growth ETF | ETF-其他 | 0.96% | -0.05% | -2.40% | |
| 18 | UTG | Reaves Utility Income Fund | 股票-其他 | 0.94% | -0.25% | +0.14% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.91% | -0.16% | -5.40% | |
| 20 | ENVX | Enovix CORP | 股票-其他 | 0.89% | -0.03% | -1.01% | |
| 21 | VOO | Vanguard S&P 500 ETF | ETF-大型股与成长 | 0.88% | -0.13% | -3.01% | |
| 22 | TSLA | Tesla Inc | 股票-周期性消费 | 0.83% | -0.14% | -0.43% | |
| 23 | MU | Micron Technology Inc | 股票-科技 | 0.83% | +3.56% | +1.55% | |
| 24 | CVX | Chevron CORP | 股票-能源 | 0.82% | -0.44% | +0.37% | |
| 25 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.81% | -0.08% | -0.13% | |
| 26 | BA | Boeing Co/the | 股票-工业 | 0.80% | -0.14% | +6.33% | |
| 27 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.76% | -0.10% | -0.61% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.74% | -0.13% | +4.16% | |
| 29 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.70% | -0.04% | -2.98% | |
| 30 | SMR | Nuscale Power CORP | 股票-工业 | 0.69% | +0.03% | -3.32% | |
| 31 | NFLX | Netflix Inc | 股票-通信服务 | 0.68% | -0.07% | +3.04% | |
| 32 | PFE | Pfizer Inc | 股票-医疗保健 | 0.65% | -0.25% | +8.50% | |
| 33 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 0.62% | -0.12% | -2.06% | |
| 34 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.58% | -0.20% | +15.16% | |
| 35 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.56% | -0.15% | -5.93% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.56% | -0.02% | -0.73% | |
| 37 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.55% | +0.07% | +14.43% | |
| 38 | C | Citigroup Inc | 股票-金融 | 0.52% | -0.03% | +21.02% | |
| 39 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.51% | — | -13.22% | |
| 40 | DDOG | Datadog Inc - Class A | 股票-科技 | 0.51% | — | -0.74% | |
| 41 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.50% | -0.07% | -4.54% | |
| 42 | DOCN | Digitalocean Holdings Inc | 股票-科技 | 0.46% | +0.50% | -9.10% | |
| 43 | XOM | Exxon Mobil CORP | 股票-能源 | 0.45% | -0.27% | -7.82% | |
| 44 | CAT | Caterpillar Inc | 股票-工业 | 0.44% | +0.12% | +4.83% | |
| 45 | BAC | Bank Of America CORP | 股票-金融 | 0.44% | -0.04% | +10.21% | |
| 46 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.44% | -0.08% | — | |
| 47 | LNG | Cheniere Energy Inc | 股票-能源 | 0.43% | -0.19% | -0.50% | |
| 48 | V | Visa Inc-class A Shares | 股票-金融 | 0.42% | -0.04% | -4.05% | |
| 49 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.42% | -0.12% | +3.30% | |
| 50 | S | Sentinelone Inc -class A | 股票-科技 | 0.42% | — | -1.30% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.1% | -3.68% | 减仓 |
| 2 | AVGO | Broadcom Inc | +0.5% | +1.71% | 加仓 |
| 3 | SMR | Nuscale Power CORP | +0.4% | -3.32% | 减仓 |
| 4 | MSFT | Microsoft CORP | +0.4% | -4.23% | 减仓 |
| 5 | TTD | Trade Desk Inc/the -class A | +0.2% | -1.57% | 减仓 |
| 6 | AMZN | Amazon.com Inc | +0.2% | +1.65% | 加仓 |
| 7 | JPM | Jpmorgan Chase & Co | +0.2% | +1.23% | 加仓 |
| 8 | AMAT | Applied Materials Inc | +0.2% | NEW | 新建仓 |
| 9 | META | Meta Platforms Inc-class A | +0.2% | -7.14% | 减仓 |
| 10 | IBM | Intl Business Machines CORP | +0.2% | +8.42% | 加仓 |
| 11 | MU | Micron Technology Inc | +0.2% | +1.55% | 加仓 |
| 12 | GEV | GE Vernova Inc | +0.2% | +47.23% | 加仓 |
| 13 | ENVX | Enovix CORP | +0.2% | -1.01% | 减仓 |
| 14 | NFLX | Netflix Inc | +0.2% | +3.04% | 加仓 |
| 15 | PCT | Purecycle Technologies Inc | +0.1% | — | 不变 |
| 16 | OKLO | Oklo Inc | +0.1% | NEW | 新建仓 |
| 17 | VST | Vistra CORP | +0.1% | +1.44% | 加仓 |
| 18 | WY | Weyerhaeuser Co | +0.1% | NEW | 新建仓 |
| 19 | BLK | Blackrock Inc | +0.1% | NEW | 新建仓 |
| 20 | PLTR | Palantir Technologies Inc-a | +0.1% | +23.09% | 加仓 |
| 21 | RDDT | Reddit Inc-cl A | +0.1% | NEW | 新建仓 |
| 22 | CLS | Celestica Inc | +0.1% | NEW | 新建仓 |
| 23 | BA | Boeing Co/the | +0.1% | +6.33% | 加仓 |
| 24 | C | Citigroup Inc | +0.1% | +21.02% | 加仓 |
| 25 | USFR | Wisdomtree Floating Rate Tre | +0.1% | NEW | 新建仓 |
| 26 | DDOG | Datadog Inc - Class A | +0.1% | -0.74% | 减仓 |
| 27 | VRT | Vertiv Holdings Co-a | +0.1% | -12.27% | 减仓 |
| 28 | ORCL | Oracle CORP | +0.1% | -6.01% | 减仓 |
| 29 | IRDM | Iridium Communications Inc | +0.1% | +52.41% | 加仓 |
| 30 | URI | United Rentals Inc | +0.1% | +0.49% | 加仓 |
| 31 | ARWR | Arrowhead Pharmaceuticals In | +0.1% | -2.87% | 减仓 |
| 32 | TSLA | Tesla Inc | +0.1% | -0.43% | 减仓 |
| 33 | VUG | Vanguard Growth ETF | 0% | -2.40% | 减仓 |
| 34 | VOO | Vanguard S&p 500 ETF | 0% | +4.16% | 加仓 |
| 35 | ✓ | Avadel Pharmaceuticals PLC ADR | 0% | -0.60% | 减仓 |
| 36 | GOOGL | Alphabet Inc-cl A | 0% | -1.86% | 减仓 |
| 37 | VTI | Vanguard Total Stock Mkt ETF | 0% | +0.34% | 加仓 |
| 38 | ITA | Ishares U.s. Aerospace & Def | -0.1% | EXIT | 清仓 |
| 39 | XLP | Ss Consumer Staples Sel Sect | -0.1% | -43.23% | 减仓 |
| 40 | GLD | Spdr Gold Shares | -0.1% | -42.73% | 减仓 |
| 41 | BMY | Bristol-myers Squibb Co | -0.2% | -0.70% | 减仓 |
| 42 | DDD | 3d Systems CORP | -0.2% | -35.93% | 减仓 |
| 43 | DVN | Devon Energy CORP | -0.2% | -6.75% | 减仓 |
| 44 | DOCN | Digitalocean Holdings Inc | -0.2% | -9.10% | 减仓 |
| 45 | ABBV | Abbvie Inc | -0.2% | -2.98% | 减仓 |
| 46 | CVX | Chevron CORP | -0.3% | +0.37% | 加仓 |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | -5.40% | 减仓 |
| 48 | LLY | Eli Lilly & Co | -0.3% | -37.51% | 减仓 |
| 49 | UNH | Unitedhealth Group Inc | -0.4% | +14.43% | 加仓 |
| 50 | AAPL | Apple Inc | -1.6% | -2.62% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Wealth Effects LLC 在 Q2 2025 季度的美股持仓总市值约为 US$3.7亿，共申报了 205 个公开持股仓位。
在 Q2 2025 季度，Wealth Effects LLC 按市值排列的前三大核心持股分别为：NVDA (10.3%)、Avadel Pharmaceuticals PLC ADR (7.8%)、AAPL (6.4%)。其中最大持股仓位 NVDA 占据整体投资组合约 10.3% 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
AMAT
市值: US$49.6万
本季最大获利了结 / 清仓标的
ITA
前期市值: US$28.4万
在 Q2 2025 季度中，Wealth Effects LLC 共进行了 49 项持仓异动，包含新建仓 7 个仓位、加仓 17 个仓位、减仓 24 个仓位以及清仓 1 个仓位。 其中最大新建仓标的为 AMAT。 本季清仓仓位包含 ITA。
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。