13F 申報指南13F 觀念全攻略
什麼是 SEC Form 13F 申報？美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
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CIK: 0002014209
申報總市值
US$1.7億
US$1.7億
33 檔
27.4%
Processus Wealth & Capital Management, LLC 在 Q2 2025 季度的美股部位總計估值為 US$1.7億，分散於 33 個持倉標的之中，反映其市場參與廣度與投資規模。
Q2 2025 數據顯示 Processus Wealth & Capital Management, LLC 積極進場，新開立 0 個部位並同步加碼 21 檔個股，反映機構在該季度的資金注入與籌碼積累。
從部位權重觀察，前 5 大標的（包含 NVDA, AAPL, AMZN）累計市值佔比達 27.4%，是驅動 Processus Wealth & Capital Management, LLC 該季度整體投資組合績效表現的核心支柱。
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | 股票-科技 | 12.81% | +0.26% | -17.42% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 6.26% | -0.02% | -2.38% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 6.15% | +0.11% | -0.24% | |
| 4 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 6.06% | -0.06% | -3.70% | |
| 5 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 5.31% | -0.01% | +0.17% | |
| 6 | MA | Mastercard Inc - A | 股票-金融 | 4.40% | -1.03% | +2.82% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 4.28% | -0.11% | +1.49% | |
| 8 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 4.28% | +1.38% | +1.06% | |
| 9 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 3.69% | -0.61% | +2.05% | |
| 10 | BAC | Bank Of America CORP | 股票-金融 | 2.90% | +0.04% | +0.03% | |
| 11 | FDX | Fedex CORP | 股票-工業 | 2.85% | -1.19% | -5.07% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.79% | +0.36% | +0.12% | |
| 13 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.79% | +0.33% | +0.01% | |
| 14 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 2.76% | +0.09% | -0.89% | |
| 15 | RTX | Rtx CORP | 股票-工業 | 2.56% | -0.57% | -0.67% | |
| 16 | QCOM | Qualcomm Inc | 股票-科技 | 2.54% | — | +2.42% | |
| 17 | AMAT | Applied Materials Inc | 股票-科技 | 2.52% | +3.06% | +0.16% | |
| 18 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 2.44% | -0.72% | +5.87% | |
| 19 | C | Citigroup Inc | 股票-金融 | 2.41% | +0.04% | +0.10% | |
| 20 | AMGN | Amgen Inc | 股票-醫療保健 | 2.28% | -0.21% | +22.99% | |
| 21 | CRM | Salesforce Inc | 股票-科技 | 2.13% | -0.76% | EXIT | |
| 22 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 2.01% | -0.44% | +2.95% | |
| 23 | FELV | Fidelity Enh Lrg Cap Val ETF | ETF-其他 | 1.95% | -0.08% | -2.11% | |
| 24 | EMR | Emerson Electric Co | 股票-工業 | 1.89% | -0.11% | +10.12% | |
| 25 | GD | General Dynamics CORP | 股票-工業 | 1.63% | -0.14% | +4.56% | |
| 26 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.60% | -0.17% | +6.98% | |
| 27 | ULTA | Ulta Beauty Inc | 股票-循環性消費 | 1.36% | -0.28% | +0.11% | |
| 28 | CVX | Chevron CORP | 股票-能源 | 1.11% | -0.57% | +9.06% | |
| 29 | EOG | Eog Resources Inc | 股票-能源 | 1.10% | -0.33% | +3.25% | |
| 30 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.09% | +0.04% | -2.32% | |
| 31 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.87% | -0.05% | -9.68% | |
| 32 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.69% | -0.03% | -0.16% | |
| 33 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.49% | -0.10% | -4.24% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.3% | -17.42% | 減碼 |
| 2 | CRWD | Crowdstrike Holdings Inc - A | +1.1% | +1.06% | 加碼 |
| 3 | PLTR | Palantir Technologies Inc-a | +0.9% | +5.87% | 加碼 |
| 4 | JPM | Jpmorgan Chase & Co | +0.4% | +1.49% | 加碼 |
| 5 | AMZN | Amazon.com Inc | +0.4% | -0.24% | 減碼 |
| 6 | AMAT | Applied Materials Inc | +0.4% | +0.16% | 加碼 |
| 7 | EMR | Emerson Electric Co | +0.4% | +10.12% | 加碼 |
| 8 | META | Meta Platforms Inc-class A | +0.3% | +6.98% | 加碼 |
| 9 | IWY | Ishares Russell Top 200 Grow | +0.3% | -3.70% | 減碼 |
| 10 | C | Citigroup Inc | +0.2% | +0.10% | 加碼 |
| 11 | IWP | Ishares Russell Mid-cap Grow | +0.2% | -0.89% | 減碼 |
| 12 | ULTA | Ulta Beauty Inc | +0.2% | +0.11% | 加碼 |
| 13 | GOOGL | Alphabet Inc-cl A | +0.2% | +0.12% | 加碼 |
| 14 | BAC | Bank Of America CORP | +0.2% | +0.03% | 加碼 |
| 15 | GOOG | Alphabet Inc-cl C | +0.2% | +0.01% | 加碼 |
| 16 | IVW | Ishares S&p 500 Growth ETF | +0.1% | -2.32% | 減碼 |
| 17 | GD | General Dynamics CORP | +0.1% | +4.56% | 加碼 |
| 18 | AMGN | Amgen Inc | +0.1% | +22.99% | 加碼 |
| 19 | RTX | Rtx CORP | 0% | -0.67% | 減碼 |
| 20 | CRM | Salesforce Inc | — | +6.06% | 加碼 |
| 21 | COST | Costco Wholesale CORP | 0% | +2.05% | 加碼 |
| 22 | QCOM | Qualcomm Inc | 0% | +2.42% | 加碼 |
| 23 | IVE | Ishares S&p 500 Value ETF | 0% | -0.16% | 減碼 |
| 24 | MA | Mastercard Inc - A | -0.1% | +2.82% | 加碼 |
| 25 | EOG | Eog Resources Inc | -0.1% | +3.25% | 加碼 |
| 26 | FELV | Fidelity Enh Lrg Cap Val ETF | -0.1% | -2.11% | 減碼 |
| 27 | IWS | Ishares Russell Mid-cap Valu | -0.1% | +0.17% | 加碼 |
| 28 | PEP | Pepsico Inc | -0.1% | -4.24% | 減碼 |
| 29 | CVX | Chevron CORP | -0.2% | +9.06% | 加碼 |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.3% | EXIT | 清倉 |
| 31 | MRK | Merck & Co. Inc. | -0.3% | -9.68% | 減碼 |
| 32 | TMO | Thermo Fisher Scientific Inc | -0.6% | +2.95% | 加碼 |
| 33 | FDX | Fedex CORP | -0.6% | -5.07% | 減碼 |
| 34 | AAPL | Apple Inc | -1.2% | -2.38% | 減碼 |
| 35 | IWM | Ishares Russell 2000 ETF | -3% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Processus Wealth & Capital Management, LLC 在 Q2 2025 季度的美股持倉總市值約為 US$1.7億，共申報了 33 個公開持股部位。
在 Q2 2025 季度，Processus Wealth & Capital Management, LLC 按市值排列的前三大核心持股分別為：NVDA (12.8%)、AAPL (6.3%)、AMZN (6.2%)。其中最大持股部位 NVDA 佔據整體投資組合約 12.8% 的權重。
精選 AlphaSMO 大戶持股與內部人交易深度分析，提升投資決策勝率
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
本季最大獲利了結 / 清倉標的
IWM
前期市值: US$347.0萬
在 Q2 2025 季度中，Processus Wealth & Capital Management, LLC 共進行了 35 項持倉異動，包含新建倉 0 個部位、加碼 21 個部位、減碼 12 個部位以及清倉 2 個部位。 本季清倉部位包含 IWM。
本頁面所有持股數據均直接同步自美國證券交易委員會（SEC）EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照，提供 100% 精準對齊的歷史時序數據集，並支援 Schema.org 結構化資料格式。
解析公司高管、董事與 10% 大股東之 Form 4 內部人交易申報，掌握高管自家股票買賣第一手訊號。
深入剖析 5% 股益申報門檻、13D 與 13G 之差異，以及最新 SEC 申報時程規範，洞察機構法人的激進投資動向。