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: 0001697796
申报总市值
US$4.1亿
US$4.1亿
116 檔
33.6%
Q2 2025 季度申报显示，WP Advisors, LLC 披露的美股组合总市值为 US$4.1亿，涵盖 116 个不同之权益投资仓位。
在 Q2 2025 期间，WP Advisors, LLC 的持仓组合保持高度稳定，未出现显著的大幅增减仓操作，显示机构对现有持股结构维持较高之延续性。
在资产配置集中度方面，WP Advisors, LLC 的前 5 大核心持股（包含 AAPL, VB, META 等）合计占整体申报市值的 33.6%，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 | AAPL | Apple Inc | 股票-科技 | 9.22% | +0.19% | +1.76% | |
| 2 | VB | Vanguard Small-cap ETF | ETF-其他 | 8.97% | +0.56% | +460.68% | |
| 3 | META | Meta Platforms Inc-class A | 股票-通信服务 | 7.48% | -0.14% | +5.33% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 6.82% | -0.23% | +1.45% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 5.66% | +0.78% | +7.88% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 4.92% | +0.27% | +49.23% | |
| 7 | NFLX | Netflix Inc | 股票-通信服务 | 3.87% | -1.01% | +0.26% | |
| 8 | PFE | Pfizer Inc | 股票-医疗保健 | 3.52% | -0.92% | +2.37% | |
| 9 | EPD | Enterprise Products Partners | 股票-能源 | 3.10% | -0.37% | +2.80% | |
| 10 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 2.93% | +0.03% | -0.11% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 2.41% | +0.12% | +2.11% | |
| 12 | PYPL | Paypal Holdings Inc | 股票-金融 | 2.25% | -0.22% | +0.83% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 2.10% | -0.01% | +6.69% | |
| 14 | KBWB | Invesco Kbw Bank ETF | ETF-其他 | 1.84% | -0.03% | +0.95% | |
| 15 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.79% | +0.16% | +45.39% | |
| 16 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.75% | +0.04% | +1.44% | |
| 17 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.57% | +0.57% | +259.23% | |
| 18 | AXP | American Express Co | 股票-金融 | 1.48% | +0.07% | +1.79% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.40% | +0.03% | +2.30% | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.39% | +0.06% | +5.49% | |
| 21 | VLO | Valero Energy CORP | 股票-能源 | 1.34% | -0.41% | +0.90% | |
| 22 | AMD | Advanced Micro Devices | 股票-科技 | 1.04% | +0.32% | +128.96% | |
| 23 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 1.01% | — | -0.16% | |
| 24 | RPV | Invesco S&p 500 Pure Value E | ETF-大型股与成长 | 0.95% | -0.12% | -0.66% | |
| 25 | OKE | Oneok Inc | 股票-能源 | 0.87% | -0.24% | -3.61% | |
| 26 | XLF | Ss Financial Select Sector | ETF-其他 | 0.83% | +0.01% | +3.37% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.76% | +0.11% | +13.58% | |
| 28 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.71% | -0.07% | +2.43% | |
| 29 | CVX | Chevron CORP | 股票-能源 | 0.70% | -0.25% | +1.53% | |
| 30 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.68% | -0.04% | -0.82% | |
| 31 | CRM | Salesforce Inc | 股票-科技 | 0.56% | +0.31% | +14.64% | |
| 32 | MO | Altria Group Inc | 股票-非周期性消费 | 0.56% | +0.01% | +2.14% | |
| 33 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.47% | +0.03% | +0.31% | |
| 34 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.46% | -0.03% | +4.39% | |
| 35 | ROP | Roper Technologies Inc | 股票-科技 | 0.45% | -0.06% | EXIT | |
| 36 | UBER | Uber Technologies Inc | 股票-工业 | 0.42% | -0.02% | +9.13% | |
| 37 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.42% | -0.05% | +0.48% | |
| 38 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.41% | +0.05% | +0.37% | |
| 39 | XLB | Ss Materials Select Sector | ETF-其他 | 0.40% | -0.05% | +0.47% | |
| 40 | QCOM | Qualcomm Inc | 股票-科技 | 0.40% | +0.09% | +4.40% | |
| 41 | VRTX | Vertex Pharmaceuticals Inc | 股票-医疗保健 | 0.39% | +0.01% | +0.28% | |
| 42 | ACN | Accenture plc | 股票-科技 | 0.39% | -0.07% | +0.98% | |
| 43 | IHI | Ishares U.s. Medical Devices | ETF-其他 | 0.38% | -0.10% | -0.82% | |
| 44 | PGR | Progressive CORP | 股票-金融 | 0.35% | +0.01% | +1.95% | |
| 45 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.34% | -0.04% | +1.04% | |
| 46 | WFC | Wells Fargo & Co | 股票-金融 | 0.33% | -0.05% | -0.32% | |
| 47 | VTV | Vanguard Value ETF | ETF-其他 | 0.32% | +0.04% | -0.61% | |
| 48 | PM | Philip Morris International | 股票-非周期性消费 | 0.32% | -0.01% | +2.73% | |
| 49 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.31% | +0.04% | +0.36% | |
| 50 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.31% | +0.14% | +10.10% |
根据 SEC 官方 Form 13F 申报备案，WP Advisors, LLC 在 Q2 2025 季度的美股持仓总市值约为 US$4.1亿，共申报了 116 个公开持股仓位。
在 Q2 2025 季度，WP Advisors, LLC 按市值排列的前三大核心持股分别为：AAPL (9.2%)、VB (9.0%)、META (7.5%)。其中最大持股仓位 AAPL 占据整体投资组合约 9.2% 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。
在 Q2 2025 季度中，WP Advisors, LLC 的持仓组合维持高度稳定，未出现大规模调仓操作。
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。