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: 0001632972
申报总市值
US$673.1亿
US$673.1亿
3975 檔
14.4%
在 Q2 2026 的 13F 官方备案中，Wealth Enhancement Advisory Services, LLC 管理的美股投资组合规模来到 US$673.1亿，整体持股档数为 3975 档。
在 Q2 2026，Wealth Enhancement Advisory Services, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 10 个新仓位，并对 150 个既有持股进行加仓（合计增持 160 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 Enhancement Advisory Services, LLC 的前 5 大核心持股（包含 IVV, AAPL, AGG 等）合计占整体申报市值的 14.4%，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 3975 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 6.05% | -0.22% | +6.86% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.17% | +0.21% | +15.17% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.71% | -0.73% | +11.23% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 2.23% | +0.26% | +13.18% | |
| 5 | SMTH | Alps Smth Cor Bd Plus ETF | ETF-其他 | 2.10% | +0.57% | +18.15% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 1.61% | +0.66% | +14.27% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 1.45% | -0.06% | +12.66% | |
| 8 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 1.44% | -0.07% | +12.45% | |
| 9 | USVM | Victoryshares US Small Mid C | ETF-其他 | 1.43% | -0.13% | +14.02% | |
| 10 | AVLV | Avantis US Large Cap Value | ETF-大型股与成长 | 1.41% | -0.05% | +19.82% | |
| 11 | JMOM | Jpmorgan US Momentum Factor | ETF-其他 | 1.35% | -0.10% | +6.15% | |
| 12 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.27% | +0.08% | +15.13% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.22% | +0.05% | +9.42% | |
| 14 | IMTM | Ishares Msci Intl Momentum F | ETF-其他 | 1.18% | -0.08% | +12.09% | |
| 15 | MU | Micron Technology Inc | 股票-科技 | 0.97% | -0.13% | +225.25% | |
| 16 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公债 | 0.97% | -0.01% | +12.65% | |
| 17 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股与成长 | 0.87% | -0.08% | +8.02% | |
| 18 | UYLD | Angel Oak Ultrashort Income | ETF-其他 | 0.82% | -0.31% | +16.70% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.81% | -0.01% | +1.02% | |
| 20 | AVDE | Avantis International Equity | ETF-其他 | 0.80% | -0.01% | +14.74% | |
| 21 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.77% | -0.03% | +7.60% | |
| 22 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.72% | -0.03% | +17.88% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.67% | -0.02% | +6.30% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.66% | +0.02% | -1.54% | |
| 25 | AVGO | Broadcom Inc | 股票-科技 | 0.60% | -0.02% | +4.97% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.58% | +0.01% | -26.74% | |
| 27 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.58% | -0.04% | +19.66% | |
| 28 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.56% | -0.04% | +2.01% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.54% | -0.02% | +1.92% | |
| 30 | LRCX | Lam Research CORP | 股票-科技 | 0.54% | -0.33% | -7.81% | |
| 31 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.54% | -0.03% | +17.35% | |
| 32 | VTV | Vanguard Value ETF | ETF-其他 | 0.53% | -0.10% | +0.06% | |
| 33 | AMAT | Applied Materials Inc | 股票-科技 | 0.52% | -0.39% | +137.45% | |
| 34 | XOM | Exxon Mobil CORP | 股票-能源 | 0.47% | -0.47% | EXIT | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.44% | -0.01% | +6.88% | |
| 36 | WMT | Walmart Inc | 股票-非周期性消费 | 0.44% | -0.02% | +20.96% | |
| 37 | VUG | Vanguard Growth ETF | ETF-其他 | 0.43% | +0.01% | +536.74% | |
| 38 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.43% | -0.04% | +0.81% | |
| 39 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.40% | -0.15% | +11.53% | |
| 40 | FLIA | Franklin International Aggre | ETF-其他 | 0.39% | -0.37% | +15.81% | |
| 41 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.37% | -0.11% | +4.76% | |
| 42 | CSCO | Cisco Systems Inc | 股票-科技 | 0.37% | -0.05% | -0.20% | |
| 43 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.37% | +0.39% | +15.21% | |
| 44 | CB | Chubb Limited | 股票-金融 | 0.35% | +0.03% | +86.86% | |
| 45 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.33% | — | +14.88% | |
| 46 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.33% | -0.05% | +6.63% | |
| 47 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.33% | -0.05% | -1.08% | |
| 48 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.32% | -0.03% | +0.96% | |
| 49 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.32% | +0.01% | +12.45% | |
| 50 | V | Visa Inc-class A Shares | 股票-金融 | 0.32% | +0.04% | +3.08% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +0.9% | +225.25% | 加仓 |
| 2 | AAPL | Apple Inc | +0.5% | +15.17% | 加仓 |
| 3 | AMAT | Applied Materials Inc | +0.4% | +137.45% | 加仓 |
| 4 | NVDA | Nvidia CORP | +0.3% | +13.18% | 加仓 |
| 5 | SNDK | Sandisk CORP | +0.2% | +175.10% | 加仓 |
| 6 | WDC | Western Digital CORP | +0.2% | +145.25% | 加仓 |
| 7 | BRIF | Fis Bright Port Fcs Eq ETF | +0.2% | NEW | 新建仓 |
| 8 | CB | Chubb Limited | +0.2% | +86.86% | 加仓 |
| 9 | AVLV | Avantis US Large Cap Value | +0.1% | +19.82% | 加仓 |
| 10 | AMZN | Amazon.com Inc | +0.1% | +15.13% | 加仓 |
| 11 | AMD | Advanced Micro Devices | +0.1% | +12.37% | 加仓 |
| 12 | VRT | Vertiv Holdings Co-a | +0.1% | +159.51% | 加仓 |
| 13 | GOOGL | Alphabet Inc-cl A | +0.1% | +9.42% | 加仓 |
| 14 | GOOG | Alphabet Inc-cl C | +0.1% | +19.66% | 加仓 |
| 15 | USVM | Victoryshares US Small Mid C | +0.1% | +14.02% | 加仓 |
| 16 | LRCX | Lam Research CORP | +0.1% | -7.81% | 减仓 |
| 17 | CSCO | Cisco Systems Inc | +0.1% | -0.20% | 减仓 |
| 18 | UPS | United Parcel Service-cl B | +0.1% | +71.97% | 加仓 |
| 19 | TRV | Travelers Cos Inc/the | +0.1% | +90.67% | 加仓 |
| 20 | JMOM | Jpmorgan US Momentum Factor | +0.1% | +6.15% | 加仓 |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +1.02% | 加仓 |
| 22 | ALL | Allstate CORP | +0.1% | +80.61% | 加仓 |
| 23 | STT | State Street CORP | +0.1% | +416.43% | 加仓 |
| 24 | AVGO | Broadcom Inc | +0.1% | +4.97% | 加仓 |
| 25 | BRIB | Fis Brght Prt Cre Bnd ETF | +0.1% | NEW | 新建仓 |
| 26 | IVV | Ishares Core S&p 500 ETF | +0.1% | +6.86% | 加仓 |
| 27 | LLY | Eli Lilly & Co | +0.1% | +14.88% | 加仓 |
| 28 | TXN | Texas Instruments Inc | +0.1% | +9.39% | 加仓 |
| 29 | PANW | Palo Alto Networks Inc | +0.1% | -8.36% | 减仓 |
| 30 | ASML | ASML Holding N.V. | +0.1% | +112.04% | 加仓 |
| 31 | ACYN | Ft Lad Autocall Bar Inc ETF | +0.1% | NEW | 新建仓 |
| 32 | GARP | Ishares Msci USA Quality Gar | +0.1% | +452.24% | 加仓 |
| 33 | TER | Teradyne Inc | +0.1% | +145.77% | 加仓 |
| 34 | VWO | Vanguard Ftse Emerging Marke | 0% | +12.66% | 加仓 |
| 35 | QQQ | Invesco Qqq Trust Series 1 | 0% | +1.92% | 加仓 |
| 36 | VIG | Vanguard Dividend Apprec ETF | 0% | +17.35% | 加仓 |
| 37 | CAT | Caterpillar Inc | 0% | +7.33% | 加仓 |
| 38 | UNH | Unitedhealth Group Inc | 0% | +7.61% | 加仓 |
| 39 | INTC | Intel CORP | 0% | -15.32% | 减仓 |
| 40 | CRWD | Crowdstrike Holdings Inc - A | 0% | +313.95% | 加仓 |
| 41 | SPMO | Invesco S&p 500 Momentum ETF | 0% | +35.05% | 加仓 |
| 42 | ACGL | Arch Capital Group Ltd. | 0% | +218.93% | 加仓 |
| 43 | FELC | Fidelity Enh Lrg Cap Cor ETF | 0% | +511.09% | 加仓 |
| 44 | ✓ | 0% | NEW | 新建仓 | |
| 45 | ✓ | 0% | NEW | 新建仓 | |
| 46 | HIG | Hartford Insurance Group Inc | 0% | +169.85% | 加仓 |
| 47 | ✓ | 0% | NEW | 新建仓 | |
| 48 | CBOE | Cboe Global Markets Inc | 0% | +1677.93% | 加仓 |
| 49 | JNJ | Johnson & Johnson | 0% | +17.88% | 加仓 |
| 50 | IJR | Ishares Core S&p Small-cap E | 0% | +11.53% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Wealth Enhancement Advisory Services, LLC 在 Q2 2026 季度的美股持仓总市值约为 US$673.1亿，共申报了 3975 个公开持股仓位。
在 Q2 2026 季度，Wealth Enhancement Advisory Services, LLC 按市值排列的前三大核心持股分别为：IVV (6.0%)、AAPL (3.2%)、AGG (2.7%)。其中最大持股仓位 IVV 占据整体投资组合约 6.0% 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
BRIF
市值: US$9890.8万
本季最大获利了结 / 清仓标的
NEOS ETF TRUST
前期市值: US$6736.2万
在 Q2 2026 季度中，Wealth Enhancement Advisory Services, LLC 共进行了 200 项持仓异动，包含新建仓 10 个仓位、加仓 150 个仓位、减仓 37 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 BRIF。 本季清仓仓位包含 NEOS ETF TRUST。
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。