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: 0001843294
申报总市值
US$4.3亿
US$4.3亿
113 檔
18.3%
在 Q4 2024 申报期间，Wealth Management Partners, LLC（CIK: 0001843294）向美国 SEC 提交的 Form 13F 报告显示，其追踪之股票投资组合总市值达 US$4.3亿，共持有 113 个公开申报仓位。
在 Q4 2024，Wealth Management Partners, 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 20 个既有持股进行加仓（合计增持 30 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 Management Partners, LLC 的前 5 大核心持股（包含 NVDA, QQQ, AAPL 等）合计占整体申报市值的 18.3%，反映机构在主要关键仓位上的权重分布。
| # | 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 | 10.62% | -0.67% | -1.94% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 7.97% | +0.17% | +1.26% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 5.87% | -0.26% | -0.24% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 4.79% | -0.19% | +0.55% | |
| 5 | IAU | Ishares Gold Trust | ETF-避险与商品 | 4.32% | -1.45% | +0.86% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 4.17% | -0.29% | +1.50% | |
| 7 | FDN | First Trust Dj Internet Ind | ETF-其他 | 3.50% | -0.17% | +0.32% | |
| 8 | AMZN | Amazon.com Inc | 股票-周期性消费 | 3.10% | +0.01% | +9.38% | |
| 9 | TSLA | Tesla Inc | 股票-周期性消费 | 2.90% | -0.07% | +14.60% | |
| 10 | AVEM | Avantis Emerging Markets Eq | ETF-新兴市场 | 2.52% | -0.02% | +0.10% | |
| 11 | RWL | Invesco S&p 500 Revenue ETF | ETF-大型股与成长 | 2.20% | -0.14% | -9.59% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.70% | -0.17% | -5.28% | |
| 13 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型股 | 1.59% | — | +7.20% | |
| 14 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 1.58% | -0.13% | -7.11% | |
| 15 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.56% | +0.01% | +0.61% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.38% | -0.01% | +2.74% | |
| 17 | XOM | Exxon Mobil CORP | 股票-能源 | 1.33% | -0.45% | -7.94% | |
| 18 | FAD | First Trust Multi Cap Growth | ETF-其他 | 1.32% | +0.04% | +1.57% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.28% | -0.05% | +0.78% | |
| 20 | FNY | First Trust Mid Cap Growth | ETF-其他 | 1.24% | +0.02% | +0.58% | |
| 21 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.24% | -0.20% | +3.79% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.22% | -0.04% | +5.02% | |
| 23 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.18% | -0.14% | -2.53% | |
| 24 | CRM | Salesforce Inc | 股票-科技 | 1.10% | — | -2.13% | |
| 25 | HD | Home Depot Inc | 股票-周期性消费 | 1.09% | -0.08% | +1.17% | |
| 26 | AVGO | Broadcom Inc | 股票-科技 | 0.98% | — | +2.57% | |
| 27 | CVX | Chevron CORP | 股票-能源 | 0.84% | -0.30% | -2.45% | |
| 28 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.82% | -0.33% | +4.06% | |
| 29 | SMMT | Summit Therapeutics Inc | 股票-其他 | 0.75% | -0.04% | +10.18% | |
| 30 | AMAT | Applied Materials Inc | 股票-科技 | 0.71% | +0.80% | +3.69% | |
| 31 | ARKW | Ark Next Generation Internet | ETF-其他 | 0.70% | -0.01% | +52.22% | |
| 32 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.69% | +0.35% | +111.05% | |
| 33 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.65% | +0.15% | — | |
| 34 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 0.65% | -0.04% | +1.08% | |
| 35 | IEO | Ishares U.s. Oil & Gas Explo | ETF-其他 | 0.63% | -0.17% | +16.07% | |
| 36 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.61% | +0.03% | -4.17% | |
| 37 | WMT | Walmart Inc | 股票-非周期性消费 | 0.60% | -0.14% | +5.77% | |
| 38 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.58% | -0.08% | +19.70% | |
| 39 | V | Visa Inc-class A Shares | 股票-金融 | 0.58% | -0.03% | +0.02% | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.57% | -0.02% | +1.63% | |
| 41 | AMD | Advanced Micro Devices | 股票-科技 | 0.54% | +0.82% | +5.93% | |
| 42 | ARKQ | Ark Autonomous Tech & Robot | ETF-科技型 | 0.54% | -0.01% | +12.53% | |
| 43 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 0.52% | — | +0.01% | |
| 44 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 0.51% | -0.02% | -0.02% | |
| 45 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.51% | -0.03% | +0.43% | |
| 46 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.49% | -0.02% | -1.52% | |
| 47 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.49% | -0.09% | -0.66% | |
| 48 | VTV | Vanguard Value ETF | ETF-其他 | 0.48% | -0.04% | +5.12% | |
| 49 | CAT | Caterpillar Inc | 股票-工业 | 0.47% | +0.11% | -11.27% | |
| 50 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.46% | -0.09% | +4.04% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | TSLA | Tesla Inc | +1.1% | +14.60% | 加仓 |
| 2 | TSM | Taiwan Semiconductor-sp Adr | +0.7% | NEW | 新建仓 |
| 3 | AMZN | Amazon.com Inc | +0.5% | +9.38% | 加仓 |
| 4 | RIO | Rio Tinto Plc-spon Adr | +0.4% | NEW | 新建仓 |
| 5 | PLTR | Palantir Technologies Inc-a | +0.4% | +4.06% | 加仓 |
| 6 | ASML | ASML Holding N.V. | +0.4% | NEW | 新建仓 |
| 7 | ARKW | Ark Next Generation Internet | +0.3% | +52.22% | 加仓 |
| 8 | FDN | First Trust Dj Internet Ind | +0.2% | +0.32% | 加仓 |
| 9 | JAAA | Janus Henderson Aaa Clo ETF | +0.2% | NEW | 新建仓 |
| 10 | AVGO | Broadcom Inc | +0.2% | +2.57% | 加仓 |
| 11 | RTX | Rtx CORP | +0.2% | NEW | 新建仓 |
| 12 | BBY | Best Buy Co Inc | +0.2% | NEW | 新建仓 |
| 13 | VRT | Vertiv Holdings Co-a | +0.1% | NEW | 新建仓 |
| 14 | ARKQ | Ark Autonomous Tech & Robot | +0.1% | +12.53% | 加仓 |
| 15 | JPM | Jpmorgan Chase & Co | +0.1% | +5.02% | 加仓 |
| 16 | CRM | Salesforce Inc | +0.1% | -2.13% | 减仓 |
| 17 | MSTR | Strategy Inc | +0.1% | -16.78% | 减仓 |
| 18 | NVDA | Nvidia CORP | +0.1% | -1.94% | 减仓 |
| 19 | GOOG | Alphabet Inc-cl C | +0.1% | +0.61% | 加仓 |
| 20 | IONQ | Ionq Inc | +0.1% | NEW | 新建仓 |
| 21 | SHOP | Shopify Inc - Class A | +0.1% | -0.66% | 减仓 |
| 22 | IWM | Ishares Russell 2000 ETF | +0.1% | NEW | 新建仓 |
| 23 | LULU | Lululemon Athletica Inc | +0.1% | NEW | 新建仓 |
| 24 | META | Meta Platforms Inc-class A | +0.1% | +19.70% | 加仓 |
| 25 | GS | Goldman Sachs Group Inc | +0.1% | +24.72% | 加仓 |
| 26 | IYF | Ishares US Financials ETF | +0.1% | +17.81% | 加仓 |
| 27 | WMT | Walmart Inc | +0.1% | +5.77% | 加仓 |
| 28 | AAPL | Apple Inc | 0% | -0.24% | 减仓 |
| 29 | VTWO | Vanguard Russell 2000 ETF | 0% | +7.20% | 加仓 |
| 30 | BDX | Becton Dickinson And Co | -0.1% | EXIT | 清仓 |
| 31 | ALL | Allstate CORP | -0.1% | EXIT | 清仓 |
| 32 | LOW | Lowe's Cos Inc | -0.1% | EXIT | 清仓 |
| 33 | MCD | Mcdonald's CORP | -0.1% | EXIT | 清仓 |
| 34 | DVN | Devon Energy CORP | -0.1% | EXIT | 清仓 |
| 35 | INTC | Intel CORP | -0.1% | EXIT | 清仓 |
| 36 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | +1.26% | 加仓 |
| 37 | TGT | Target CORP | -0.1% | EXIT | 清仓 |
| 38 | PEP | Pepsico Inc | -0.1% | EXIT | 清仓 |
| 39 | CAT | Caterpillar Inc | -0.1% | -11.27% | 减仓 |
| 40 | SMMT | Summit Therapeutics Inc | -0.2% | +10.18% | 加仓 |
| 41 | UNH | Unitedhealth Group Inc | -0.2% | -4.17% | 减仓 |
| 42 | AMD | Advanced Micro Devices | -0.2% | +5.93% | 加仓 |
| 43 | AMAT | Applied Materials Inc | -0.2% | +3.69% | 加仓 |
| 44 | IVV | Ishares Core S&p 500 ETF | -0.2% | +0.55% | 加仓 |
| 45 | VYM | Vanguard High Dvd Yield ETF | -0.2% | -5.28% | 减仓 |
| 46 | UPS | United Parcel Service-cl B | -0.3% | -36.51% | 减仓 |
| 47 | IUSV | Ishares Core S&p U.s. Value | -0.3% | -7.11% | 减仓 |
| 48 | XOM | Exxon Mobil CORP | -0.4% | -7.94% | 减仓 |
| 49 | RWL | Invesco S&p 500 Revenue ETF | -0.4% | -9.59% | 减仓 |
| 50 | AVEM | Avantis Emerging Markets Eq | -0.5% | +0.10% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Wealth Management Partners, LLC 在 Q4 2024 季度的美股持仓总市值约为 US$4.3亿，共申报了 113 个公开持股仓位。
在 Q4 2024 季度，Wealth Management Partners, LLC 按市值排列的前三大核心持股分别为：NVDA (10.6%)、QQQ (8.0%)、AAPL (5.9%)。其中最大持股仓位 NVDA 占据整体投资组合约 10.6% 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
TSM
市值: US$150.1万
本季最大获利了结 / 清仓标的
TGT
前期市值: US$24.2万
在 Q4 2024 季度中，Wealth Management Partners, LLC 共进行了 50 项持仓异动，包含新建仓 10 个仓位、加仓 20 个仓位、减仓 12 个仓位以及清仓 8 个仓位。 其中最大新建仓标的为 TSM。 本季清仓仓位包含 TGT。
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。