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
217 檔
29.6%
Q3 2025 季度申报显示，Wealth Effects LLC 披露的美股组合总市值为 US$3.7亿，涵盖 217 个不同之权益投资仓位。
Wealth Effects LLC 在 Q3 2025 进行了结构性的板块轮动与仓位换股。在开立 33 个全新仓位及加仓 62 档持股的同时，亦同步清仓 14 档并减仓 77 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 Avadel Pharmaceuticals PLC ADR, NVDA, AAPL 等）合计占整体申报市值的 29.6%，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 217 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 | ✓ | Avadel Pharmaceuticals PLC ADR | 股票-其他 | 11.24% | — | -2.80% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 9.83% | +1.10% | -6.22% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 6.68% | +0.82% | -2.65% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 4.38% | +0.19% | +3.78% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.01% | +0.01% | +0.16% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.90% | +0.05% | -5.76% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.78% | +0.52% | -1.67% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.57% | +0.38% | -3.37% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.30% | -0.11% | +1.06% | |
| 10 | ARWR | Arrowhead Pharmaceuticals In | 股票-医疗保健 | 1.87% | -0.63% | +1.69% | |
| 11 | AVGO | Broadcom Inc | 股票-科技 | 1.53% | -0.08% | +0.12% | |
| 12 | BX | Blackstone Inc | 股票-金融 | 1.34% | -0.06% | +2.97% | |
| 13 | IBM | Intl Business Machines CORP | 股票-科技 | 1.23% | -0.31% | +6.82% | |
| 14 | URI | United Rentals Inc | 股票-工业 | 1.12% | -0.10% | -0.41% | |
| 15 | TSLA | Tesla Inc | 股票-周期性消费 | 1.07% | -0.10% | +6.88% | |
| 16 | TTD | Trade Desk Inc/the -class A | 股票-通信服务 | 0.98% | — | -2.12% | |
| 17 | MU | Micron Technology Inc | 股票-科技 | 0.96% | -0.37% | -0.22% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.92% | +0.02% | +0.12% | |
| 19 | VUG | Vanguard Growth ETF | ETF-其他 | 0.90% | +0.03% | +0.03% | |
| 20 | UTG | Reaves Utility Income Fund | 股票-其他 | 0.89% | -0.04% | +0.78% | |
| 21 | ENVX | Enovix CORP | 股票-其他 | 0.88% | -0.20% | +18.94% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.85% | -0.02% | +5.81% | |
| 23 | CVX | Chevron CORP | 股票-能源 | 0.77% | +0.15% | +1.04% | |
| 24 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.77% | -0.03% | +3.53% | |
| 25 | VOO | Vanguard S&P 500 ETF | ETF-大型股与成长 | 0.75% | -0.06% | EXIT | |
| 26 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.75% | +0.03% | -0.24% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.72% | — | +5.34% | |
| 28 | BA | Boeing Co/the | 股票-工业 | 0.72% | -0.08% | +0.92% | |
| 29 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.69% | +0.01% | -1.30% | |
| 30 | PFE | Pfizer Inc | 股票-医疗保健 | 0.66% | +0.09% | +13.11% | |
| 31 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.59% | -0.06% | +12.56% | |
| 32 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.58% | -0.01% | +18.57% | |
| 33 | C | Citigroup Inc | 股票-金融 | 0.54% | -0.04% | +0.02% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.53% | +0.01% | +2.41% | |
| 35 | ORCL | Oracle CORP | 股票-科技 | 0.52% | -0.08% | +33.81% | |
| 36 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.50% | +0.04% | -0.21% | |
| 37 | DOCN | Digitalocean Holdings Inc | 股票-科技 | 0.50% | -0.22% | +4.49% | |
| 38 | CAT | Caterpillar Inc | 股票-工业 | 0.47% | -0.24% | -1.01% | |
| 39 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.46% | -0.03% | — | |
| 40 | ONDS | Ondas Inc | 股票-科技 | 0.45% | +0.07% | NEW | |
| 41 | NFLX | Netflix Inc | 股票-通信服务 | 0.45% | +0.01% | -13.28% | |
| 42 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 0.45% | +0.01% | -21.26% | |
| 43 | DVN | Devon Energy CORP | 股票-能源 | 0.42% | +0.04% | +11.10% | |
| 44 | NEE | Nextera Energy Inc | 股票-公用事业 | 0.42% | -0.04% | +5.83% | |
| 45 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.41% | -0.01% | -1.92% | |
| 46 | XOM | Exxon Mobil CORP | 股票-能源 | 0.41% | -0.41% | EXIT | |
| 47 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.40% | +0.03% | -0.21% | |
| 48 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.40% | — | — | |
| 49 | BAC | Bank Of America CORP | 股票-金融 | 0.40% | -0.02% | -4.03% | |
| 50 | LPTH | Lightpath Technologies Inc-a | 股票-其他 | 0.38% | -0.17% | +9.74% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ✓ | Avadel Pharmaceuticals PLC ADR | +3.5% | -2.80% | 减仓 |
| 2 | NVDA | Nvidia CORP | +1.6% | -6.22% | 减仓 |
| 3 | ARWR | Arrowhead Pharmaceuticals In | +1% | +1.69% | 减仓 |
| 4 | AVGO | Broadcom Inc | +0.5% | +0.12% | 加仓 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.4% | +1.06% | 减仓 |
| 6 | ONDS | Ondas Inc | +0.4% | -5.04% | 减仓 |
| 7 | MU | Micron Technology Inc | +0.3% | -0.22% | 加仓 |
| 8 | TSLA | Tesla Inc | +0.3% | +6.88% | 加仓 |
| 9 | LPTH | Lightpath Technologies Inc-a | +0.3% | +9.74% | 加仓 |
| 10 | ORCL | Oracle CORP | +0.3% | +33.81% | 加仓 |
| 11 | JMIA | Jumia Technologies Ag-adr | +0.2% | -9.99% | 减仓 |
| 12 | GEV | GE Vernova Inc | +0.2% | +0.60% | 加仓 |
| 13 | PLTR | Palantir Technologies Inc-a | +0.2% | +3.24% | 加仓 |
| 14 | URI | United Rentals Inc | +0.2% | -0.41% | 加仓 |
| 15 | ENVX | Enovix CORP | +0.2% | +18.94% | 加仓 |
| 16 | C | Citigroup Inc | +0.1% | +0.02% | 加仓 |
| 17 | VRT | Vertiv Holdings Co-a | +0.1% | +2.81% | 减仓 |
| 18 | VST | Vistra CORP | +0.1% | +1.14% | 加仓 |
| 19 | CAT | Caterpillar Inc | +0.1% | -1.01% | 加仓 |
| 20 | FBTC | Fidelity Wise Origin Bitcoin | +0.1% | +30.55% | 加仓 |
| 21 | GE | General Electric | +0.1% | -5.49% | 加仓 |
| 22 | GS | Goldman Sachs Group Inc | +0.1% | — | 加仓 |
| 23 | HUMA | Humacyte Inc | +0.1% | +103.60% | 加仓 |
| 24 | SMR | Nuscale Power CORP | 0% | -38.84% | 减仓 |
| 25 | CEG | Constellation Energy | 0% | — | 加仓 |
| 26 | SLV | Ishares Silver Trust | 0% | +60.77% | 加仓 |
| 27 | BA | Boeing Co/the | 0% | +0.92% | 加仓 |
| 28 | GOOG | Alphabet Inc-cl C | 0% | +0.02% | 减仓 |
| 29 | PCT | Purecycle Technologies Inc | 0% | -22.15% | 减仓 |
| 30 | MUJ | Blackrock Munihold Nj Qlty | 0% | +11.18% | 加仓 |
| 31 | VGT | Vanguard Info Tech ETF | 0% | +1.89% | 加仓 |
| 32 | DHR | Danaher CORP | 0% | — | 加仓 |
| 33 | ARKK | Ark Innovation ETF | 0% | +5.04% | 减仓 |
| 34 | STXS | Stereotaxis Inc | 0% | — | 减仓 |
| 35 | IBM | Intl Business Machines CORP | 0% | +6.82% | 加仓 |
| 36 | MS | Morgan Stanley | 0% | — | 减仓 |
| 37 | DAL | Delta Air Lines Inc | 0% | +0.03% | 加仓 |
| 38 | T | At&t Inc | 0% | -0.11% | 加仓 |
| 39 | FBCG | Fidelity Blue Chip Grow ETF | 0% | +5.62% | 加仓 |
| 40 | XNXJX | Nuveen Nj Qlty Muni Inc | 0% | +12.32% | 加仓 |
| 41 | DELL | Dell Technologies -c | 0% | -3.21% | 减仓 |
| 42 | ALT | Altimmune Inc | 0% | +88.50% | 加仓 |
| 43 | INDI | Indie Semiconductor Inc-a | 0% | -11.78% | 减仓 |
| 44 | VOO | Vanguard S&p 500 ETF | — | +5.34% | 加仓 |
| 45 | BAC | Bank Of America CORP | — | -4.03% | 加仓 |
| 46 | STT | State Street CORP | — | — | 不变 |
| 47 | CVS | Cvs Health CORP | — | +35.00% | 加仓 |
| 48 | ASML | ASML Holding N.V. | — | -11.63% | 减仓 |
| 49 | SHOP | Shopify Inc - Class A | — | — | 减仓 |
| 50 | PFF | Ishares Preferred & Income S | — | +13.62% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Wealth Effects LLC 在 Q3 2025 季度的美股持仓总市值约为 US$3.7亿，共申报了 217 个公开持股仓位。
在 Q3 2025 季度，Wealth Effects LLC 按市值排列的前三大核心持股分别为：Avadel Pharmaceuticals PLC ADR (11.2%)、NVDA (9.8%)、AAPL (6.7%)。其中最大持股仓位 Avadel Pharmaceuticals PLC ADR 占据整体投资组合约 11.2% 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
CRWV
市值: US$92.4万
本季最大获利了结 / 清仓标的
DDOG
前期市值: US$100.7万
在 Q3 2025 季度中，Wealth Effects LLC 共进行了 186 项持仓异动，包含新建仓 33 个仓位、加仓 62 个仓位、减仓 77 个仓位以及清仓 14 个仓位。 其中最大新建仓标的为 CRWV。 本季清仓仓位包含 DDOG。
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。