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: 0002083087
申报总市值
US$2.4亿
US$2.4亿
97 檔
48.3%
根据最新整理的 13F 季度数据集，Wealth Science Advisors LLC 于 Q2 2026 结束时的管理资产规模为 US$2.4亿。该机构在本季度申报了 97 档美股持仓，呈现出该时期的主要投资地图。
在 Q2 2026，Wealth Science Advisors LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 14 个仓位并完全清仓 103 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，Wealth Science Advisors LLC 的前 5 大核心持股（包含 CGGR, CGDV, CGGO 等）合计占整体申报市值的 48.3%，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 | CGGR | Cap Group Growth Equity | ETF-其他 | 15.02% | +0.07% | +7.26% | |
| 2 | CGDV | Cap Group Dividend Value | ETF-其他 | 15.00% | -0.11% | +5.81% | |
| 3 | CGGO | Cap Group Global Growth | ETF-其他 | 12.59% | -0.94% | +5.14% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-其他 | 4.43% | -0.03% | +287.36% | |
| 5 | CGSD | Cap Group Short Duration | ETF-其他 | 4.03% | +3.08% | +309.41% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 2.59% | +0.18% | +30.21% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 2.50% | -0.65% | +18.75% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.31% | -0.15% | -0.56% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.07% | -0.11% | +5.50% | |
| 10 | CGUI | Cap Group Ultra Short Income | ETF-其他 | 2.04% | +1.44% | — | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 2.00% | +0.43% | +385.27% | |
| 12 | CGMM | Cap Group Small And Mid Cap | ETF-其他 | 1.91% | -0.12% | +39.49% | |
| 13 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.83% | -0.04% | +40.56% | |
| 14 | AAPL | Apple Inc | 股票-科技 | 1.48% | -0.13% | +4.44% | |
| 15 | META | Meta Platforms Inc-class A | 股票-通信服务 | 1.35% | +0.28% | +2775.00% | |
| 16 | EFX | Equifax Inc | 股票-工业 | 1.16% | -0.21% | -0.02% | |
| 17 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.15% | -0.29% | -7.56% | |
| 18 | BTI | British American Tob-sp Adr | 股票-非周期性消费 | 1.15% | -0.92% | +8.22% | |
| 19 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.03% | -0.05% | +38.31% | |
| 20 | GE | General Electric | 股票-工业 | 0.94% | -0.34% | +4.49% | |
| 21 | INTC | Intel CORP | 股票-科技 | 0.85% | +0.19% | +179.49% | |
| 22 | CGXU | Cap Group Intl Focus | ETF-其他 | 0.82% | -0.06% | -0.36% | |
| 23 | PM | Philip Morris International | 股票-非周期性消费 | 0.75% | +0.03% | +2379.31% | |
| 24 | RCL | Royal Caribbean Cruises Ltd. | 股票-周期性消费 | 0.73% | -0.56% | +487.53% | |
| 25 | UBER | Uber Technologies Inc | 股票-工业 | 0.72% | -0.54% | +2827.56% | |
| 26 | AMAT | Applied Materials Inc | 股票-科技 | 0.66% | -0.36% | -27.39% | |
| 27 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 0.60% | -0.02% | +34.09% | |
| 28 | RTX | Rtx CORP | 股票-工业 | 0.57% | -0.06% | -13.58% | |
| 29 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.55% | +0.01% | +317.81% | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.54% | -0.05% | +18.28% | |
| 31 | LIN | Linde plc | 股票-原材料 | 0.53% | -0.09% | +2385.87% | |
| 32 | MS | Morgan Stanley | 股票-金融 | 0.52% | -0.10% | +22.40% | |
| 33 | MU | Micron Technology Inc | 股票-科技 | 0.49% | -0.08% | -52.56% | |
| 34 | CARR | Carrier Global CORP | 股票-工业 | 0.48% | -0.38% | +2202.81% | |
| 35 | URI | United Rentals Inc | 股票-工业 | 0.47% | -0.09% | +255.94% | |
| 36 | MAC | Macerich Co/the | 股票-其他 | 0.47% | -0.08% | — | |
| 37 | MA | Mastercard Inc - A | 股票-金融 | 0.46% | -0.11% | +612.50% | |
| 38 | CGUS | Cap Group Core Equity | ETF-其他 | 0.46% | -0.03% | — | |
| 39 | WFC | Wells Fargo & Co | 股票-金融 | 0.44% | -0.09% | +131.57% | |
| 40 | CSCO | Cisco Systems Inc | 股票-科技 | 0.44% | -0.07% | +3354.55% | |
| 41 | HD | Home Depot Inc | 股票-周期性消费 | 0.43% | -0.33% | +1582.32% | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.43% | -0.02% | +299.79% | |
| 43 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.36% | -0.15% | +65.57% | |
| 44 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.36% | -0.02% | +19.39% | |
| 45 | T | At&t Inc | 股票-通信服务 | 0.36% | -0.16% | +91.10% | |
| 46 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.34% | -0.01% | -0.19% | |
| 47 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.34% | -0.24% | +509.12% | |
| 48 | APH | Amphenol Corp-cl A | 股票-科技 | 0.32% | -0.04% | +15.68% | |
| 49 | ORCL | Oracle CORP | 股票-科技 | 0.32% | -0.17% | +677.64% | |
| 50 | CNQ | Canadian Natural Resources | 股票-能源 | 0.32% | — | +129.86% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | CGSD | Cap Group Short Duration | +2.8% | +309.41% | 加仓 |
| 2 | CGUI | Cap Group Ultra Short Income | +2% | NEW | 新建仓 |
| 3 | MSFT | Microsoft CORP | +1.3% | +385.27% | 加仓 |
| 4 | META | Meta Platforms Inc-class A | +1.3% | +2775.00% | 加仓 |
| 5 | INTC | Intel CORP | +0.8% | +179.49% | 加仓 |
| 6 | PM | Philip Morris International | +0.7% | +2379.31% | 加仓 |
| 7 | UBER | Uber Technologies Inc | +0.7% | +2827.56% | 加仓 |
| 8 | RCL | Royal Caribbean Cruises Ltd. | +0.6% | +487.53% | 加仓 |
| 9 | LIN | Linde plc | +0.5% | +2385.87% | 加仓 |
| 10 | MAC | Macerich Co/the | +0.5% | NEW | 新建仓 |
| 11 | CARR | Carrier Global CORP | +0.5% | +2202.81% | 加仓 |
| 12 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | +38.31% | 加仓 |
| 13 | CSCO | Cisco Systems Inc | +0.4% | +3354.55% | 加仓 |
| 14 | SBUX | Starbucks CORP | +0.4% | +317.81% | 加仓 |
| 15 | CGMM | Cap Group Small And Mid Cap | +0.4% | +39.49% | 加仓 |
| 16 | HD | Home Depot Inc | +0.4% | +1582.32% | 加仓 |
| 17 | MA | Mastercard Inc - A | +0.4% | +612.50% | 加仓 |
| 18 | URI | United Rentals Inc | +0.4% | +255.94% | 加仓 |
| 19 | CGSM | Cap Group Short Muni Income | +0.3% | NEW | 新建仓 |
| 20 | GLW | Corning Inc | +0.3% | NEW | 新建仓 |
| 21 | NFLX | Netflix Inc | +0.3% | +1966.00% | 加仓 |
| 22 | D | Dominion Energy Inc | +0.3% | NEW | 新建仓 |
| 23 | AMAT | Applied Materials Inc | +0.3% | -27.39% | 减仓 |
| 24 | ORCL | Oracle CORP | +0.3% | +677.64% | 加仓 |
| 25 | NSC | Norfolk Southern CORP | +0.3% | NEW | 新建仓 |
| 26 | NVDA | Nvidia CORP | +0.2% | +30.21% | 加仓 |
| 27 | ABT | Abbott Laboratories | +0.2% | +509.12% | 加仓 |
| 28 | APD | Air Products & Chemicals Inc | +0.2% | +1662.62% | 加仓 |
| 29 | CMCSA | Comcast Corp-class A | +0.2% | +7108.00% | 加仓 |
| 30 | AMZN | Amazon.com Inc | +0.2% | +40.56% | 加仓 |
| 31 | APO | Apollo Global Management Inc | +0.2% | NEW | 新建仓 |
| 32 | MRVL | Marvell Technology Inc | +0.2% | NEW | 新建仓 |
| 33 | CGGO | Cap Group Global Growth | +0.2% | +5.14% | 加仓 |
| 34 | AJG | Arthur J Gallagher & Co | +0.2% | +2338.67% | 加仓 |
| 35 | MU | Micron Technology Inc | +0.2% | -52.56% | 减仓 |
| 36 | WFC | Wells Fargo & Co | +0.2% | +131.57% | 加仓 |
| 37 | CNQ | Canadian Natural Resources | +0.2% | +129.86% | 加仓 |
| 38 | MO | Altria Group Inc | +0.2% | +259.77% | 加仓 |
| 39 | UNH | Unitedhealth Group Inc | +0.1% | +65.57% | 加仓 |
| 40 | CRM | Salesforce Inc | +0.1% | +1478.67% | 加仓 |
| 41 | BA | Boeing Co/the | +0.1% | +4217.65% | 加仓 |
| 42 | KLAC | Kla CORP | +0.1% | NEW | 新建仓 |
| 43 | ANET | Arista Networks Inc | +0.1% | +259.40% | 加仓 |
| 44 | CNP | Centerpoint Energy Inc | +0.1% | NEW | 新建仓 |
| 45 | MDLZ | Mondelez International Inc-a | +0.1% | +2477.37% | 加仓 |
| 46 | UNP | Union Pacific CORP | +0.1% | NEW | 新建仓 |
| 47 | CVX | Chevron CORP | +0.1% | +8322.22% | 加仓 |
| 48 | KKR | Kkr & Co Inc | +0.1% | +2582.86% | 加仓 |
| 49 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +15000.00% | 加仓 |
| 50 | IP | International Paper Co | +0.1% | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Wealth Science Advisors LLC 在 Q2 2026 季度的美股持仓总市值约为 US$2.4亿，共申报了 97 个公开持股仓位。
在 Q2 2026 季度，Wealth Science Advisors LLC 按市值排列的前三大核心持股分别为：CGGR (15.0%)、CGDV (15.0%)、CGGO (12.6%)。其中最大持股仓位 CGGR 占据整体投资组合约 15.0% 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
CGUI
市值: US$458.7万
本季最大获利了结 / 清仓标的
SPY
前期市值: US$1983.3万
在 Q2 2026 季度中，Wealth Science Advisors LLC 共进行了 196 项持仓异动，包含新建仓 12 个仓位、加仓 67 个仓位、减仓 14 个仓位以及清仓 103 个仓位。 其中最大新建仓标的为 CGUI。 本季清仓仓位包含 SPY。
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。