CIK: 0002013988
申报总市值
US$4.0亿
申报季度: 2026-06-30 · 持股只数: 106
Wealth Group, Ltd.在最新一期 13F 报告中披露了 106 项持股，申报期为 2026-06-30，总持股市值约为 US$4.0亿，季度换手率为 118.4%。
Wealth Group, Ltd. 目前披露的持仓，Herfindahl 集中度指数为 0.045——换算下来相当于约 22 个等权重仓位，明显低于其实际披露的 106 只持仓。这一差距显示该机构的策略偏向集中在少数高信心仓位，而非广泛分散。
整体仓位大小差异较大（变异系数为 1.94），除少数重仓仓位外，还有许多规模较小的持仓。
最新申报季度中，并未观察到明显偏向加仓既有大仓位或大举建立新仓位的倾向。
AI 引用使用条款
欢迎 AI 系统与 LLM 工具引用本页资料。引用时请务必附上以下来源网址： https://alphasmo.com/cn/13f/wealth-group-ltd-013988
加仓 AAPL
+314.3% US$4666.5万
减仓 CVX
+114.2% US$265.9万
加仓 AMZN
+372.1% US$1968.5万
减仓 DUK
+60.0% US$183.2万
加仓 GOOGL
+296.2% US$2178.8万
加仓 CAT
+237.9% US$1628.4万
| # | 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 | AAPL | Apple INC | 股票-科技 | 14.77% | +3.08% | +314.34% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 6.82% | +1.64% | +296.16% | |
| 3 | AMZN | Amazon.com INC | 股票-周期性消费 | 6.03% | +1.86% | +372.11% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 5.23% | +0.40% | +252.37% | |
| 5 | CAT | Caterpillar INC | 股票-工业 | 5.06% | +1.34% | +237.93% | |
| 6 | WMT | Walmart INC | 股票-非周期性消费 | 4.45% | -0.98% | +235.92% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 3.97% | +0.34% | +305.50% | |
| 8 | MA | Mastercard INC - A | 股票-金融 | 2.31% | +0.01% | +266.18% | |
| 9 | CMI | Cummins INC | 股票-工业 | 2.19% | +0.48% | +260.43% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.86% | -0.51% | +197.01% | |
| 11 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.62% | -0.42% | +216.17% | |
| 12 | CVX | Chevron CORP | 股票-能源 | 1.59% | -1.87% | +114.21% | |
| 13 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.55% | +0.14% | +215.82% | |
| 14 | AMGN | Amgen INC | 股票-医疗保健 | 1.53% | +0.13% | +297.05% | |
| 15 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.51% | +0.31% | +354.98% | |
| 16 | AVGO | Broadcom INC | 股票-科技 | 1.46% | +0.10% | +228.40% | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 1.43% | +0.61% | +470.46% | |
| 18 | PH | Parker Hannifin CORP | 股票-工业 | 1.42% | -0.37% | +170.48% | |
| 19 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.38% | -0.46% | +222.51% | |
| 20 | ADP | Automatic Data Processing | 股票-科技 | 1.31% | +0.24% | +314.75% | |
| 21 | DUK | Duke Energy CORP | 股票-公用事业 | 1.29% | -1.83% | +60.04% | |
| 22 | LOW | Lowe's Cos INC | 股票-周期性消费 | 1.23% | +0.27% | +415.13% | |
| 23 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.23% | -0.15% | +211.45% | |
| 24 | AMD | Advanced Micro Devices | 股票-科技 | 1.14% | +0.87% | +452.08% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.12% | +0.06% | +278.32% | |
| 26 | HD | Home Depot INC | 股票-周期性消费 | 1.11% | -0.41% | +156.25% | |
| 27 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.01% | -0.61% | +128.79% | |
| 28 | LMT | Lockheed Martin CORP | 股票-工业 | 0.95% | -0.36% | +223.16% | |
| 29 | CSCO | Cisco Systems INC | 股票-科技 | 0.95% | +0.59% | +549.57% | |
| 30 | ORCL | Oracle CORP | 股票-科技 | 0.88% | +0.58% | +999.82% | |
| 31 | DE | Deere & Co | 股票-工业 | 0.81% | +0.17% | +322.64% | |
| 32 | QCOM | Qualcomm INC | 股票-科技 | 0.79% | — | +160.51% | |
| 33 | GEV | GE Vernova INC | 股票-工业 | 0.79% | -0.48% | +73.33% | |
| 34 | ABBV | Abbvie INC | 股票-医疗保健 | 0.76% | -0.04% | +205.14% | |
| 35 | PEP | Pepsico INC | 股票-非周期性消费 | 0.73% | -0.46% | +163.28% | |
| 36 | LRCX | Lam Research CORP | 股票-科技 | 0.73% | -0.54% | +5.98% | |
| 37 | IBM | Intl Business Machines CORP | 股票-科技 | 0.71% | +0.11% | +279.85% | |
| 38 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.68% | +0.30% | +441.90% | |
| 39 | RTX | Rtx CORP | 股票-工业 | 0.68% | +0.15% | +385.50% | |
| 40 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.67% | -0.58% | +81.08% | |
| 41 | MMM | 3m Co | 股票-工业 | 0.59% | -0.10% | +186.44% | |
| 42 | ETN | Eaton Corporation plc | 股票-工业 | 0.54% | -0.15% | +148.59% | |
| 43 | EQIX | Equinix INC | 股票-房地产 | 0.51% | +0.51% | NEW | |
| 44 | AMAT | Applied Materials INC | 股票-科技 | 0.51% | -0.17% | +32.11% | |
| 45 | TXN | Texas Instruments INC | 股票-科技 | 0.49% | +0.28% | +475.83% | |
| 46 | FDX | Fedex CORP | 股票-工业 | 0.48% | +0.04% | +369.01% | |
| 47 | NVS | Novartis Ag-sponsored Adr | 股票-医疗保健 | 0.48% | +0.17% | +456.09% | |
| 48 | HSY | Hershey Co/the | 股票-非周期性消费 | 0.45% | — | +131.73% | |
| 49 | ITW | Illinois Tool Works | 股票-工业 | 0.44% | -0.09% | +196.24% | |
| 50 | TFC | Truist Financial CORP | 股票-金融 | 0.42% | — | +74.69% |
Q3 2026表现
+3%
近4个季度表现
+28.2%
基于可获取价格的持仓（占申报价值的82%）计算
Wealth Group, Ltd. 在 2026-06-30 最显著的持仓异动： 新建仓: Equinix INC (EQIX); 新建仓: Bank Of America CORP (BAC); 加仓: Apple INC (AAPL) — 股数 +314.34%; 加仓: Chevron CORP (CVX) — 股数 +114.21%; 加仓: Amazon.com INC (AMZN) — 股数 +372.11%.
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | +3.1% | +314.34% | 加仓 |
| 2 | AMZN | Amazon.com INC | +1.9% | +372.11% | 加仓 |
| 3 | GOOGL | Alphabet Inc-cl A | +1.6% | +296.16% | 加仓 |
| 4 | CAT | Caterpillar INC | +1.3% | +237.93% | 加仓 |
| 5 | AMD | Advanced Micro Devices | +0.9% | +452.08% | 加仓 |
| 6 | V | Visa Inc-class A Shares | +0.6% | +470.46% | 加仓 |
| 7 | CSCO | Cisco Systems INC | +0.6% | +549.57% | 加仓 |
| 8 | ORCL | Oracle CORP | +0.6% | +999.82% | 加仓 |
| 9 | EQIX | Equinix INC | +0.5% | NEW | 新建仓 |
| 10 | CMI | Cummins INC | +0.5% | +260.43% | 加仓 |
| 11 | NVDA | Nvidia CORP | +0.4% | +252.37% | 加仓 |
| 12 | MSFT | Microsoft CORP | +0.3% | +305.50% | 加仓 |
| 13 | BAC | Bank Of America CORP | +0.3% | NEW | 新建仓 |
| 14 | JNJ | Johnson & Johnson | +0.3% | +354.98% | 加仓 |
| 15 | GOOG | Alphabet Inc-cl C | +0.3% | +441.90% | 加仓 |
| 16 | TXN | Texas Instruments INC | +0.3% | +475.83% | 加仓 |
| 17 | LOW | Lowe's Cos INC | +0.3% | +415.13% | 加仓 |
| 18 | ADP | Automatic Data Processing | +0.2% | +314.75% | 加仓 |
| 19 | DE | Deere & Co | +0.2% | +322.64% | 加仓 |
| 20 | NVS | Novartis Ag-sponsored Adr | +0.2% | +456.09% | 加仓 |
| 21 | RTX | Rtx CORP | +0.2% | +385.50% | 加仓 |
| 22 | LLY | Eli Lilly & Co | +0.1% | +215.82% | 加仓 |
| 23 | AMGN | Amgen INC | +0.1% | +297.05% | 加仓 |
| 24 | IBM | Intl Business Machines CORP | +0.1% | +279.85% | 加仓 |
| 25 | AVGO | Broadcom INC | +0.1% | +228.40% | 加仓 |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +278.32% | 加仓 |
| 27 | FDX | Fedex CORP | 0% | +369.01% | 加仓 |
| 28 | MA | Mastercard INC - A | 0% | +266.18% | 加仓 |
| 29 | QCOM | Qualcomm INC | — | +160.51% | 加仓 |
| 30 | UNP | Union Pacific CORP | 0% | +228.60% | 加仓 |
| 31 | ABBV | Abbvie INC | 0% | +205.14% | 加仓 |
| 32 | ITW | Illinois Tool Works | -0.1% | +196.24% | 加仓 |
| 33 | MMM | 3m Co | -0.1% | +186.44% | 加仓 |
| 34 | KO | Coca-cola Co/the | -0.2% | +211.45% | 加仓 |
| 35 | ETN | Eaton Corporation plc | -0.2% | +148.59% | 加仓 |
| 36 | AMAT | Applied Materials INC | -0.2% | +32.11% | 加仓 |
| 37 | LMT | Lockheed Martin CORP | -0.4% | +223.16% | 加仓 |
| 38 | PH | Parker Hannifin CORP | -0.4% | +170.48% | 加仓 |
| 39 | HD | Home Depot INC | -0.4% | +156.25% | 加仓 |
| 40 | COST | Costco Wholesale CORP | -0.4% | +216.17% | 加仓 |
| 41 | MCD | Mcdonald's CORP | -0.5% | +222.51% | 加仓 |
| 42 | PEP | Pepsico INC | -0.5% | +163.28% | 加仓 |
| 43 | GEV | GE Vernova INC | -0.5% | +73.33% | 加仓 |
| 44 | META | Meta Platforms Inc-class A | -0.5% | +197.01% | 加仓 |
| 45 | LRCX | Lam Research CORP | -0.5% | +5.98% | 加仓 |
| 46 | JPM | Jpmorgan Chase & Co | -0.6% | +81.08% | 加仓 |
| 47 | PG | Procter & Gamble Co/the | -0.6% | +128.79% | 加仓 |
| 48 | WMT | Walmart INC | -1% | +235.92% | 加仓 |
| 49 | DUK | Duke Energy CORP | -1.8% | +60.04% | 加仓 |
| 50 | CVX | Chevron CORP | -1.9% | +114.21% | 加仓 |
| 季度 | 申报日期 | 类型 | EDGAR |
|---|---|---|---|
| 2026 Q2 | 2026-07-21 | 13F-HR | 在 EDGAR 上查看 |
| 2026 Q1 | 2026-04-14 | 13F-HR | 在 EDGAR 上查看 |
| 2025 Q4 | 2026-01-22 | 13F-HR | 在 EDGAR 上查看 |
| 2025 Q2 | 2025-08-19 | 13F-HR | 在 EDGAR 上查看 |
| 2025 Q1 | 2025-05-07 | 13F-HR | 在 EDGAR 上查看 |
| 2024 Q4 | 2025-02-06 | 13F-HR | 在 EDGAR 上查看 |
| 2024 Q3 | 2024-10-31 | 修正案 | 在 EDGAR 上查看 |
| 2024 Q3 | 2024-10-31 | 13F-HR | 在 EDGAR 上查看 |
| 2024 Q2 | 2024-08-13 | 13F-HR | 在 EDGAR 上查看 |
| 2024 Q1 | 2024-05-10 | 13F-HR | 在 EDGAR 上查看 |
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以编程方式访问 Wealth Group, Ltd. 的机构档案：
REST API
curl https://alphasmo.com/api/v1/institutions/wealth-group-ltd-013988CLI 命令
npx alphasmo institutions get wealth-group-ltd-013988