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
218 檔
31.5%
在 Q4 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 218 档。
Wealth Effects LLC 在 Q4 2025 进行了结构性的板块轮动与仓位换股。在开立 16 个全新仓位及加仓 61 档持股的同时，亦同步清仓 15 档并减仓 75 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 31.5%，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 218 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 | 12.75% | — | -17.34% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 9.24% | +1.10% | -3.26% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 6.96% | +0.82% | +0.40% | |
| 4 | AMZN | Amazon.com Inc | 股票-周期性消费 | 4.47% | +0.19% | -0.19% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.98% | +0.01% | -0.39% | |
| 6 | ARWR | Arrowhead Pharmaceuticals In | 股票-医疗保健 | 2.98% | -0.63% | -14.93% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.88% | +0.05% | +0.03% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.85% | -0.11% | -1.34% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.50% | +0.52% | -0.85% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.27% | +0.38% | +0.94% | |
| 11 | MU | Micron Technology Inc | 股票-科技 | 1.73% | -0.37% | +8.54% | |
| 12 | AVGO | Broadcom Inc | 股票-科技 | 1.53% | -0.08% | -2.05% | |
| 13 | BX | Blackstone Inc | 股票-金融 | 1.16% | -0.06% | -1.34% | |
| 14 | IBM | Intl Business Machines CORP | 股票-科技 | 1.10% | -0.31% | -12.35% | |
| 15 | TSLA | Tesla Inc | 股票-周期性消费 | 1.03% | -0.10% | -1.41% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 0.92% | +0.02% | +0.35% | |
| 17 | UTG | Reaves Utility Income Fund | 股票-其他 | 0.88% | -0.04% | +9.77% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.83% | -0.02% | +0.38% | |
| 19 | VUG | Vanguard Growth ETF | ETF-其他 | 0.83% | +0.03% | -6.87% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.78% | — | +8.47% | |
| 21 | BA | Boeing Co/the | 股票-工业 | 0.77% | -0.08% | +10.06% | |
| 22 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.77% | -0.03% | -0.77% | |
| 23 | CVX | Chevron CORP | 股票-能源 | 0.73% | +0.15% | -0.95% | |
| 24 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.71% | +0.03% | -0.15% | |
| 25 | URI | United Rentals Inc | 股票-工业 | 0.69% | -0.10% | -24.65% | |
| 26 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.69% | +0.01% | — | |
| 27 | DOCN | Digitalocean Holdings Inc | 股票-科技 | 0.68% | -0.22% | -0.33% | |
| 28 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.67% | -0.11% | +47.75% | |
| 29 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 0.61% | +0.01% | +39.02% | |
| 30 | KVUE | Kenvue Inc | 股票-非周期性消费 | 0.59% | -0.07% | +120.27% | |
| 31 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.57% | -0.01% | +0.55% | |
| 32 | PFE | Pfizer Inc | 股票-医疗保健 | 0.56% | +0.09% | -10.36% | |
| 33 | VOO | Vanguard S&P 500 ETF | ETF-大型股与成长 | 0.55% | -0.06% | EXIT | |
| 34 | CAT | Caterpillar Inc | 股票-工业 | 0.54% | -0.24% | +0.03% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.54% | +0.01% | +0.76% | |
| 36 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.52% | -0.06% | -4.57% | |
| 37 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.47% | -0.03% | +2.26% | |
| 38 | XOM | Exxon Mobil CORP | 股票-能源 | 0.46% | -0.41% | EXIT | |
| 39 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.45% | +0.04% | +0.14% | |
| 40 | C | Citigroup Inc | 股票-金融 | 0.44% | -0.04% | -27.23% | |
| 41 | ENVX | Enovix CORP | 股票-其他 | 0.42% | -0.20% | -32.15% | |
| 42 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.42% | +0.03% | -2.82% | |
| 43 | WMT | Walmart Inc | 股票-非周期性消费 | 0.42% | -0.02% | +4.41% | |
| 44 | LPTH | Lightpath Technologies Inc-a | 股票-其他 | 0.41% | -0.17% | -19.26% | |
| 45 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.40% | — | +0.50% | |
| 46 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.37% | -0.01% | +0.31% | |
| 47 | DVN | Devon Energy CORP | 股票-能源 | 0.37% | +0.04% | -14.53% | |
| 48 | SLV | Ishares Silver Trust | ETF-避险与商品 | 0.37% | +0.08% | +20.91% | |
| 49 | BAC | Bank Of America CORP | 股票-金融 | 0.36% | -0.02% | -12.27% | |
| 50 | V | Visa Inc-class A Shares | 股票-金融 | 0.35% | -0.06% | +0.16% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ✓ | Avadel Pharmaceuticals PLC ADR | +1.5% | -17.34% | 减仓 |
| 2 | ARWR | Arrowhead Pharmaceuticals In | +1.1% | -14.93% | 减仓 |
| 3 | MU | Micron Technology Inc | +0.8% | +8.54% | 加仓 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.6% | -1.34% | 减仓 |
| 5 | KVUE | Kenvue Inc | +0.3% | +120.27% | 加仓 |
| 6 | GOOG | Alphabet Inc-cl C | +0.3% | +47.75% | 加仓 |
| 7 | AAPL | Apple Inc | +0.3% | +0.40% | 加仓 |
| 8 | DOCN | Digitalocean Holdings Inc | +0.2% | -0.33% | 减仓 |
| 9 | SLV | Ishares Silver Trust | +0.2% | +20.91% | 加仓 |
| 10 | JEPQ | JPM Nasdaq Equity Premium | +0.2% | +39.02% | 加仓 |
| 11 | FBCG | Fidelity Blue Chip Grow ETF | +0.1% | +66.79% | 加仓 |
| 12 | AMZN | Amazon.com Inc | +0.1% | -0.19% | 减仓 |
| 13 | GE | General Electric | +0.1% | +41.84% | 加仓 |
| 14 | CAT | Caterpillar Inc | +0.1% | +0.03% | 加仓 |
| 15 | VOO | Vanguard S&p 500 ETF | +0.1% | +8.47% | 加仓 |
| 16 | LLY | Eli Lilly & Co | +0.1% | -4.55% | 减仓 |
| 17 | ALT | Altimmune Inc | +0.1% | +86.72% | 加仓 |
| 18 | BA | Boeing Co/the | +0.1% | +10.06% | 加仓 |
| 19 | XOM | Exxon Mobil CORP | +0.1% | +8.30% | 加仓 |
| 20 | PPLT | Abrdn Physical Platinum Shrs | +0.1% | +33.33% | 加仓 |
| 21 | AMGN | Amgen Inc | 0% | +5.16% | 加仓 |
| 22 | ITAN | Sparkline Intangible Val ETF | 0% | +15.20% | 加仓 |
| 23 | WMT | Walmart Inc | 0% | +4.41% | 加仓 |
| 24 | MRK | Merck & Co. Inc. | 0% | -6.66% | 减仓 |
| 25 | AMAT | Applied Materials Inc | 0% | — | 不变 |
| 26 | MELI | Mercadolibre Inc | 0% | +52.41% | 加仓 |
| 27 | DHR | Danaher CORP | 0% | +11.67% | 加仓 |
| 28 | LPTH | Lightpath Technologies Inc-a | 0% | -19.26% | 减仓 |
| 29 | XNXJX | Nuveen Nj Qlty Muni Inc | 0% | +37.28% | 加仓 |
| 30 | CLS | Celestica Inc | 0% | -1.22% | 减仓 |
| 31 | GLUE | Monte Rosa Therapeutics Inc | 0% | — | 不变 |
| 32 | JNJ | Johnson & Johnson | 0% | -2.82% | 减仓 |
| 33 | MS | Morgan Stanley | 0% | — | 不变 |
| 34 | GLD | Spdr Gold Shares | 0% | +4.46% | 加仓 |
| 35 | MUJ | Blackrock Munihold Nj Qlty | 0% | +17.24% | 加仓 |
| 36 | RTX | Rtx CORP | 0% | -0.66% | 减仓 |
| 37 | FBT | First Trust Nyse Arca Biotec | 0% | -3.72% | 减仓 |
| 38 | TD | Toronto-dominion Bank | 0% | — | 不变 |
| 39 | STT | State Street CORP | 0% | — | 不变 |
| 40 | BMY | Bristol-myers Squibb Co | 0% | -9.00% | 减仓 |
| 41 | GS | Goldman Sachs Group Inc | 0% | +2.29% | 加仓 |
| 42 | LRCX | Lam Research CORP | 0% | — | 不变 |
| 43 | DAL | Delta Air Lines Inc | 0% | -11.61% | 减仓 |
| 44 | QQQ | Invesco Qqq Trust Series 1 | 0% | +0.76% | 加仓 |
| 45 | KSS | Kohls CORP | 0% | — | 不变 |
| 46 | CEG | Constellation Energy | 0% | — | 不变 |
| 47 | IJH | Ishares Core S&p Midcap ETF | 0% | +2.26% | 加仓 |
| 48 | CMI | Cummins Inc | 0% | — | 不变 |
| 49 | ASML | ASML Holding N.V. | 0% | +1.32% | 加仓 |
| 50 | ZENA | Zenatech Inc | 0% | +108.70% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Wealth Effects LLC 在 Q4 2025 季度的美股持仓总市值约为 US$3.7亿，共申报了 218 个公开持股仓位。
在 Q4 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 (12.8%)、NVDA (9.2%)、AAPL (7.0%)。其中最大持股仓位 Avadel Pharmaceuticals PLC ADR 占据整体投资组合约 12.8% 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
FYEE
市值: US$108.9万
本季最大获利了结 / 清仓标的
ONDS
前期市值: US$141.1万
在 Q4 2025 季度中，Wealth Effects LLC 共进行了 167 项持仓异动，包含新建仓 16 个仓位、加仓 61 个仓位、减仓 75 个仓位以及清仓 15 个仓位。 其中最大新建仓标的为 FYEE。 本季清仓仓位包含 ONDS。
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。