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FORM Wealth Advisors, LLC
趨勢追蹤型高品質投資策略
申報總市值
US$9.1億
申報季度: 2026-06-30 · 持股檔數: 61
FORM Wealth Advisors, LLC在最新一期 13F 報告中揭露了 61 項持股，申報期為 2026-06-30，總持股市值約為 US$9.1億，季度換手率為 26.4%。
機構性格雪花圖
- 集中度
- 54.57
- 持倉穩定性
- 26.44
- 動能／逆勢
- 100
- 產業集中度
- 46.61
- 多樣化
- 100
- 倉位均衡度
- 72.72
近期動向
加碼 IVV
+10.9% US$5270.5萬
加碼 AGG
+64.8% US$3235.2萬
減碼 TFLO
-89.6% -US$2657.2萬
減碼 IEFA
-15.8% -US$1236.8萬
加碼 QQQ
+14.8% US$2096.6萬
減碼 DGRO
-29.1% -US$1177.5萬
持倉地圖
新建倉加碼不變減碼
前十大持股佔比
本季完整持股清單
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 27.18% | +4.40% | +10.86% | |
| 2 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-其他 | 16.06% | +0.60% | -5.33% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 11.96% | -2.23% | -15.84% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 9.09% | +3.20% | +64.83% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 7.27% | +1.99% | +14.81% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 5.50% | -1.04% | -24.54% | |
| 7 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 4.23% | -1.65% | -29.12% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 4.04% | -0.68% | -20.24% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.30% | +0.14% | -6.72% | |
| 10 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 2.60% | +0.81% | +55.99% | |
| 11 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.71% | -0.78% | -26.62% | |
| 12 | USHY | Ishares Broad Usd High Yield | ETF-非投資等級債 | 1.35% | +0.33% | +41.04% | |
| 13 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 1.20% | +0.45% | +70.38% | |
| 14 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.45% | -1.02% | -74.71% | |
| 15 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.37% | +0.01% | -8.84% | |
| 16 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.37% | -0.02% | -4.64% | |
| 17 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 0.34% | -3.13% | -89.64% | |
| 18 | ABBV | Abbvie INC | 股票-醫療保健 | 0.26% | +0.05% | +16.31% | |
| 19 | GE | General Electric | 股票-工業 | 0.24% | +0.05% | +0.02% | |
| 20 | GEV | GE Vernova INC | 股票-工業 | 0.22% | +0.05% | — | |
| 21 | AAPL | Apple INC | 股票-科技 | 0.18% | +0.01% | -2.45% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.14% | — | -2.92% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.13% | -0.02% | -16.21% | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 0.11% | -0.04% | -5.50% | |
| 25 | IBM | Intl Business Machines CORP | 股票-科技 | 0.09% | +0.01% | — | |
| 26 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.08% | -0.06% | -28.14% | |
| 27 | MSFT | Microsoft CORP | 股票-科技 | 0.08% | -0.03% | -27.18% | |
| 28 | MGEE | Mge Energy INC | 股票-其他 | 0.08% | — | +0.08% | |
| 29 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.08% | +0.04% | +129.13% | |
| 30 | BFC | Bank First CORP | 股票-其他 | 0.08% | +0.08% | NEW | |
| 31 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.07% | +0.01% | — | |
| 32 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.07% | — | -1.48% | |
| 33 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.07% | -0.01% | -4.27% | |
| 34 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 0.06% | — | +0.37% | |
| 35 | ICVT | Ishares Convertible Bond ETF | ETF-其他 | 0.05% | — | +0.32% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.05% | -0.01% | -21.68% | |
| 37 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.05% | -0.68% | -92.97% | |
| 38 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.05% | — | — | |
| 39 | RJF | Raymond James Financial INC | 股票-金融 | 0.05% | — | +0.36% | |
| 40 | CVX | Chevron CORP | 股票-能源 | 0.05% | -0.01% | +0.16% | |
| 41 | PRU | Prudential Financial INC | 股票-金融 | 0.04% | — | — | |
| 42 | CEG | Constellation Energy | 股票-公用事業 | 0.04% | -0.01% | — | |
| 43 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.04% | -0.07% | -64.04% | |
| 44 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.04% | — | — | |
| 45 | LNT | Alliant Energy CORP | 股票-公用事業 | 0.04% | — | — | |
| 46 | NVDA | Nvidia CORP | 股票-科技 | 0.03% | +0.01% | -2.99% | |
| 47 | DHR | Danaher CORP | 股票-醫療保健 | 0.03% | — | +0.18% | |
| 48 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.03% | — | — | |
| 49 | AGGY | Wisdomtree Yield Enhanced US | ETF-其他 | 0.03% | — | +1.10% | |
| 50 | BAB | Invesco Taxable Municipal Bo | ETF-其他 | 0.03% | — | +1.06% |
1–50 of 61
申報總市值趨勢
產業配置
歷年產業分布趨勢
季度歷史總覽
本季持股變動
FORM Wealth Advisors, LLC 在 2026-06-30 最顯著的持倉異動： 新建倉: Bank First CORP (BFC); 清倉: Rtx CORP (RTX); 新建倉: Ss Spdr S&p 500 ETF Trust-us (SPY); 新建倉: Citigroup INC (C); 新建倉: Cohen & Steers Infrastructur (UTF).
FAQ
FORM Wealth Advisors, LLC 是什麼機構？屬於哪種投資人類型？
FORM Wealth Advisors, LLC 是一家投資管理機構，每季依規定向 SEC 申報 Form 13F，揭露其在美國上市股票的持倉資訊。根據最新一期申報（2026-06-30），該機構追蹤的股票投資組合估值約為 US$9.1億，分佈在 61 個已申報部位之中。
FORM Wealth Advisors, LLC 目前前幾大持股有哪些？
根據最新 13F 申報，FORM Wealth Advisors, LLC 按市值排列的前幾大持股為：
1. Ishares Core S&p 500 ETF (IVV) — US$2.5億 (27.2%)
2. Ishrs US E F R A Etf-usd INC (DYNF) — US$1.5億 (16.1%)
3. Ishares Core Msci Eafe ETF (IEFA) — US$1.1億 (12.0%)
4. Ishares Core U.s. Aggregate (AGG) — US$8262.6萬 (9.1%)
5. Invesco Qqq Trust Series 1 (QQQ) — US$6607.1萬 (7.3%)
FORM Wealth Advisors, LLC 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，FORM Wealth Advisors, LLC 共進行了 43 項顯著調整：新建倉 4 個部位、加碼 13 個既有持股、減碼 25 個部位，並完全清倉 1 個持股。 其中幅度最大的異動：新建倉: Bank First CORP (BFC); 清倉: Rtx CORP (RTX); 新建倉: Ss Spdr S&p 500 ETF Trust-us (SPY); 新建倉: Citigroup INC (C); 新建倉: Cohen & Steers Infrastructur (UTF)
FORM Wealth Advisors, LLC 主要集中投資哪些產業板塊？
根據目前已申報的股票投資組合，FORM Wealth Advisors, LLC 的主要板塊分佈如下：
• Industrials: 22.4%
• Information Technology: 18.8%
• Health Care: 18.4%
• Financials: 14.9%
• Energy: 7.5%
• Consumer Staples: 5.4%