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
237 檔
21.3%
根据最新整理的 13F 季度数据集，Wealth Effects LLC 于 Q1 2026 结束时的管理资产规模为 US$3.7亿。该机构在本季度申报了 237 档美股持仓，呈现出该时期的主要投资地图。
在 Q1 2026，Wealth Effects LLC 操作展现出积极扩展与加仓意向。本季共新建仓 34 个新仓位，并对 72 个既有持股进行加仓（合计增持 106 档），相较减仓与清仓仓位显著占优。
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, AMZN 等）合计占整体申报市值的 21.3%，反映机构在主要关键仓位上的权重分布。
本季最大新建仓标的
RBRK
市值: US$171.7万
本季最大获利了结 / 清仓标的
Avadel Pharmaceuticals PLC ADR
前期市值: US$4077.1万
仅显示前 200 大持股（共 237 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 | 9.71% | -1.22% | -0.91% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 7.24% | -1.05% | -1.61% | |
| 3 | AMZN | Amazon.com Inc | 股票-周期性消费 | 4.69% | -0.58% | +2.68% | |
| 4 | ARWR | Arrowhead Pharmaceuticals In | 股票-医疗保健 | 3.18% | +0.06% | — | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.14% | -0.28% | +0.55% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.10% | -0.43% | +0.43% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.97% | -0.17% | +0.29% | |
| 8 | MU | Micron Technology Inc | 股票-科技 | 2.49% | +3.56% | +7.45% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.26% | -0.58% | +1.47% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 2.22% | -0.49% | +2.40% | |
| 11 | AVGO | Broadcom Inc | 股票-科技 | 1.59% | -0.25% | +2.12% | |
| 12 | DOCN | Digitalocean Holdings Inc | 股票-科技 | 1.36% | +0.50% | -1.22% | |
| 13 | BX | Blackstone Inc | 股票-金融 | 1.22% | -0.16% | +24.18% | |
| 14 | UTG | Reaves Utility Income Fund | 股票-其他 | 1.15% | -0.25% | +7.46% | |
| 15 | CVX | Chevron CORP | 股票-能源 | 1.10% | -0.44% | -2.23% | |
| 16 | IBM | Intl Business Machines CORP | 股票-科技 | 1.09% | +0.04% | +7.08% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 1.01% | +0.12% | +2.29% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.90% | -0.16% | +0.09% | |
| 19 | TSLA | Tesla Inc | 股票-周期性消费 | 0.88% | -0.14% | -9.38% | |
| 20 | KVUE | Kenvue Inc | 股票-非周期性消费 | 0.87% | +0.04% | +30.74% | |
| 21 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.86% | -0.08% | +0.71% | |
| 22 | CAT | Caterpillar Inc | 股票-工业 | 0.85% | +0.12% | +12.03% | |
| 23 | BA | Boeing Co/the | 股票-工业 | 0.84% | -0.14% | +5.45% | |
| 24 | VUG | Vanguard Growth ETF | ETF-其他 | 0.84% | -0.05% | — | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.84% | -0.13% | +0.13% | |
| 26 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.77% | -0.04% | -0.23% | |
| 27 | PFE | Pfizer Inc | 股票-医疗保健 | 0.76% | -0.25% | +5.49% | |
| 28 | URI | United Rentals Inc | 股票-工业 | 0.75% | +0.15% | +6.23% | |
| 29 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.73% | -0.10% | -2.03% | |
| 30 | MELI | Mercadolibre Inc | 股票-周期性消费 | 0.72% | -0.04% | +367.59% | |
| 31 | XOM | Exxon Mobil CORP | 股票-能源 | 0.68% | -0.27% | -7.43% | |
| 32 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.67% | -0.15% | +4.87% | |
| 33 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.66% | +1.76% | -4.97% | |
| 34 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 0.62% | -0.12% | -6.21% | |
| 35 | RBRK | Rubrik Inc-a | 股票-科技 | 0.61% | +0.35% | — | |
| 36 | VRT | Vertiv Holdings Co-a | 股票-工业 | 0.61% | -0.02% | — | |
| 37 | DVN | Devon Energy CORP | 股票-能源 | 0.58% | -0.22% | +1.56% | |
| 38 | ALAB | Astera Labs Inc | 股票-科技 | 0.57% | +1.32% | — | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.57% | -0.02% | +0.39% | |
| 40 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.56% | -0.09% | -0.53% | |
| 41 | VZ | Verizon Communications Inc | 股票-通信服务 | 0.56% | -0.20% | -11.36% | |
| 42 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.55% | — | +1.33% | |
| 43 | GEV | GE Vernova Inc | 股票-工业 | 0.53% | +0.03% | +4.23% | |
| 44 | LNG | Cheniere Energy Inc | 股票-能源 | 0.52% | -0.19% | +0.68% | |
| 45 | WMT | Walmart Inc | 股票-非周期性消费 | 0.52% | -0.14% | -2.08% | |
| 46 | FYEE | Fidelity Yld Enhan Eqty ETF | ETF-其他 | 0.49% | -0.07% | +35.26% | |
| 47 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.48% | +0.07% | -1.37% | |
| 48 | C | Citigroup Inc | 股票-金融 | 0.47% | -0.03% | -1.67% | |
| 49 | IVE | Ishares S&p 500 Value ETF | ETF-大型股与成长 | 0.45% | -0.08% | — | |
| 50 | ENVX | Enovix CORP | 股票-其他 | 0.44% | -0.03% | +30.69% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +0.8% | +7.45% | 加仓 |
| 2 | DOCN | Digitalocean Holdings Inc | +0.7% | -1.22% | 减仓 |
| 3 | MELI | Mercadolibre Inc | +0.6% | +367.59% | 加仓 |
| 4 | NVDA | Nvidia CORP | +0.5% | -0.91% | 减仓 |
| 5 | CVX | Chevron CORP | +0.4% | -2.23% | 减仓 |
| 6 | CAT | Caterpillar Inc | +0.3% | +12.03% | 加仓 |
| 7 | AAPL | Apple Inc | +0.3% | -1.61% | 减仓 |
| 8 | KVUE | Kenvue Inc | +0.3% | +30.74% | 加仓 |
| 9 | UTG | Reaves Utility Income Fund | +0.3% | +7.46% | 加仓 |
| 10 | IBRX | Immunitybio Inc | +0.3% | +27.26% | 加仓 |
| 11 | VRT | Vertiv Holdings Co-a | +0.3% | — | 不变 |
| 12 | VTI | Vanguard Total Stock Mkt ETF | +0.3% | +0.55% | 加仓 |
| 13 | AMZN | Amazon.com Inc | +0.2% | +2.68% | 加仓 |
| 14 | XOM | Exxon Mobil CORP | +0.2% | -7.43% | 减仓 |
| 15 | LNG | Cheniere Energy Inc | +0.2% | +0.68% | 加仓 |
| 16 | DVN | Devon Energy CORP | +0.2% | +1.56% | 加仓 |
| 17 | ARWR | Arrowhead Pharmaceuticals In | +0.2% | — | 不变 |
| 18 | GEV | GE Vernova Inc | +0.2% | +4.23% | 加仓 |
| 19 | PFE | Pfizer Inc | +0.2% | +5.49% | 加仓 |
| 20 | GNRC | Generac Holdings Inc | +0.2% | -0.70% | 减仓 |
| 21 | FYEE | Fidelity Yld Enhan Eqty ETF | +0.2% | +35.26% | 加仓 |
| 22 | XLE | Ss Energy Select Sector | +0.1% | +2.29% | 加仓 |
| 23 | JNJ | Johnson & Johnson | +0.1% | -0.53% | 减仓 |
| 24 | JPM | Jpmorgan Chase & Co | +0.1% | +0.43% | 加仓 |
| 25 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.29% | 加仓 |
| 26 | AMAT | Applied Materials Inc | +0.1% | — | 不变 |
| 27 | NEE | Nextera Energy Inc | +0.1% | +2.59% | 加仓 |
| 28 | VZ | Verizon Communications Inc | +0.1% | -11.36% | 减仓 |
| 29 | ITAN | Sparkline Intangible Val ETF | +0.1% | +25.34% | 加仓 |
| 30 | MRK | Merck & Co. Inc. | +0.1% | — | 不变 |
| 31 | WMT | Walmart Inc | +0.1% | -2.08% | 减仓 |
| 32 | JEPI | Jpmorgan Equity Premium Inco | +0.1% | +4.87% | 加仓 |
| 33 | DOW | Dow Inc | +0.1% | +1.08% | 加仓 |
| 34 | WY | Weyerhaeuser Co | +0.1% | +42.86% | 加仓 |
| 35 | INTC | Intel CORP | +0.1% | +4.86% | 加仓 |
| 36 | FBCG | Fidelity Blue Chip Grow ETF | +0.1% | +25.86% | 加仓 |
| 37 | IVV | Ishares Core S&p 500 ETF | +0.1% | +2.29% | 加仓 |
| 38 | RDVY | First Trust Rising Dividend | +0.1% | +0.71% | 加仓 |
| 39 | AMLP | Alerian Mlp ETF | +0.1% | +35.03% | 加仓 |
| 40 | COST | Costco Wholesale CORP | +0.1% | +1.16% | 加仓 |
| 41 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +1.33% | 加仓 |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +0.09% | 加仓 |
| 43 | IJR | Ishares Core S&p Small-cap E | +0.1% | +9.71% | 加仓 |
| 44 | BA | Boeing Co/the | +0.1% | +5.45% | 加仓 |
| 45 | AVGO | Broadcom Inc | +0.1% | +2.12% | 加仓 |
| 46 | BX | Blackstone Inc | +0.1% | +24.18% | 加仓 |
| 47 | ABBV | Abbvie Inc | +0.1% | -0.23% | 减仓 |
| 48 | VOO | Vanguard S&p 500 ETF | +0.1% | +0.13% | 加仓 |
| 49 | MO | Altria Group Inc | +0.1% | +5.74% | 加仓 |
| 50 | URI | United Rentals Inc | +0.1% | +6.23% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Wealth Effects LLC 在 Q1 2026 季度的美股持仓总市值约为 US$3.7亿，共申报了 237 个公开持股仓位。
在 Q1 2026 季度，Wealth Effects LLC 按市值排列的前三大核心持股分别为：NVDA (9.7%)、AAPL (7.2%)、AMZN (4.7%)。其中最大持股仓位 NVDA 占据整体投资组合约 9.7% 的权重。
在 Q1 2026 季度中，Wealth Effects LLC 共进行了 166 项持仓异动，包含新建仓 34 个仓位、加仓 72 个仓位、减仓 45 个仓位以及清仓 15 个仓位。 其中最大新建仓标的为 RBRK。 本季清仓仓位包含 Avadel Pharmaceuticals PLC ADR。
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。
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。
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。