機構 13F 申報

依各機構最新一期 SEC Form 13F 申報時間排序，最新申報者優先。資料來自 SEC EDGAR，每季更新——也可透過下方選單改依申報市值、週轉率或持股檔數排序。

13,276

追蹤機構數

SEC EDGAR

資料來源

每季

更新頻率

機構	資產規模	季增減	持股檔數	最大持倉	最新申報季
CC Citrine Capital LLC產業集中型	US$2.7億	+17.1%	60 +2	DFSU	2026-06-30
EL Entrewealth, LLC分散型投資策略	US$2.7億	+21.0%	140 +36	DFAU	2026-06-30
PF Paces Ferry Wealth Advisors, LLC分散型投資策略	US$2.7億	+11.9%	144 +9	SCHG	2026-06-30
NF NavPoint Financial, Inc.分散型投資策略	US$2.7億	+9.1%	74 +3	JPIE	2026-06-30
VP Verisail Partners, LLC產業集中型	US$2.7億	+9.4%	26 +1	DFAC	2026-06-30
TW Titan Wealth分散型投資策略	US$2.7億	+16.3%	51	GOOG	2026-06-30
AF Allie Family Office LLC分散型投資策略	US$2.7億	+17.4%	107 +4	SPY	2026-06-30
RA Rosalind Advisors, Inc.趨勢追蹤型	US$2.7億	+8.2%	35 -3	DCTH	2026-06-30
GP Game Plan Financial Advisors, LLC分散型投資策略	US$2.7億	+21.1%	465 +117	GOOG	2026-06-30
PM Plustick Management LLC趨勢追蹤型	US$2.7億	+29.9%	31 +3	ATEX	2026-06-30
ZE Zeno Equity Partners LLP趨勢追蹤型	US$2.7億	+9.2%	16 +3	DHR	2026-06-30
LB Landesbank Baden-wuerttemberg集中型投資策略	US$2.7億	-45.1%	6 -1	FERROVIAL SE	2026-06-30
5W 5T Wealth, LLC分散型投資策略	US$2.7億	+6.1%	134 +5	BBUS	2026-06-30
VF V2 Financial group LLC趨勢追蹤型	US$2.7億	+25.0%	123 +15	SPY	2026-06-30
OC Oakcliff Capital Partners, LP趨勢追蹤型	US$2.7億	+18.4%	9 +1	IBKR	2026-06-30
CC Cordgrass Capital Advisors, LLC分散型投資策略	US$2.7億	-37.1%	225 -52	CAT	2026-06-30
CL Carnegie Lake Advisors LLC分散型投資策略	US$2.7億	+6.5%	168 +1	AAPL	2026-06-30
MR Mad River Investors產業集中型	US$2.7億	-3.5%	30 -2	TPL	2026-06-30
MI Moneywise, Inc.分散型投資策略	US$2.7億	+17.1%	86 +4	SCHX	2026-06-30
AP Aspect Partners, LLC分散型投資策略	US$2.7億	+9.6%	905 -52	SPY	2026-06-30
AB Anb Bank分散型投資策略	US$2.7億	+8.4%	201 -1	IJH	2026-06-30
EP Everest Private Wealth分散型投資策略	US$2.7億	+35.8%	85 +13	DFUS	2026-06-30
EA Empower Annuity Insurance Co集中型投資策略	US$2.7億	+0.1%	1	LQD	2026-06-30
NE New England Professional Planning Group Inc.產業集中型	US$2.7億	+12.0%	50 +1	IVV	2026-06-30
SS Smith Shellnut Wilson LLC /adv分散型投資策略	US$2.7億	+16.9%	161 +16	IVV	2026-06-30
WS Washington State Investment Board集中型投資策略	US$2.7億	+6.6%	2	FTAI	2026-06-30
CF Compass Financial Services Inc分散型投資策略	US$2.7億	+15.9%	57 +1	SPYM	2026-06-30
HC HMS Capital Management, LLC分散型投資策略	US$2.7億	+3.4%	120 +5	SPY	2026-06-30
J& Johnson & White Wealth Management, LLC分散型投資策略	US$2.7億	+13.1%	117 +11	PXF	2026-06-30
FG Financial Guidance Group, Inc.分散型投資策略	US$2.7億	+7.4%	91 +2	QQQ	2026-06-30
FP Financial Planning Navigators CORP趨勢追蹤型	US$2.7億	+17.1%	70 +19	VV	2026-06-30
RI Ridgewood Investments LLC分散型投資策略	US$2.7億	+9.3%	208	BRK-B	2026-06-30
EW Element Wealth, LLC分散型投資策略	US$2.7億	+10.2%	214 +7	IVV	2026-06-30
FA FF Advisors,LLC分散型投資策略	US$2.7億	+8.2%	123 +9	QQQ	2026-06-30
DF Dupree Financial Group, LLC分散型投資策略	US$2.7億	+7.4%	121 +13	AGNC	2026-06-30
BW Beta Wealth Group, Inc.分散型投資策略	US$2.7億	+10.3%	120 +3	QLTI	2026-06-30
FO Family Office Research LLC分散型投資策略	US$2.7億	+15.8%	85 +10	MAR	2026-06-30
HB Howard Bailey Securities, LLC分散型投資策略	US$2.7億	+9.6%	121 -1	IWY	2026-06-30
SS Ssa Swiss Advisors AG分散型投資策略	US$2.7億	+23.6%	107 +13	AMAT	2026-06-30
MH Mishpacha Holdings CORP集中型投資策略	US$2.7億	+116.4%	5 +2	MU	2026-06-30
FC Forager Capital Management, LLC趨勢追蹤型	US$2.7億	+32.4%	10	RPAY	2026-06-30
RG Retirement Guys Formula LLC分散型投資策略	US$2.7億	+22.2%	158 +4	JPST	2026-06-30
VF Vawter Financial, Ltd.分散型投資策略	US$2.7億	+11.7%	131 +9	JBND	2026-06-30
IL IMPACTfolio, LLC產業集中型	US$2.7億	+12.8%	37 +2	ESGV	2026-06-30
BC Ballentine Capital Advisors, Inc產業集中型	US$2.7億	+9.9%	26 -1	DFAC	2026-06-30
WF WMG Financial Advisors, LLC趨勢追蹤型	US$2.7億	+10.7%	187 +10	AVUS	2026-06-30
CS Caldwell Sutter Capital, Inc.分散型投資策略	US$2.7億	+7.9%	930 +36	AAPL	2026-06-30
SF Strategic Financial Partners, Ltd.分散型投資策略	US$2.7億	+14.5%	88 +7	SPYM	2026-06-30
HF Hippocratic Financial Advisors, LLC產業集中型	US$2.7億	+16.3%	39 +6	IWB	2026-06-30
PI Pachira Investments Inc.分散型投資策略	US$2.7億	+23.8%	78 +6	MGV	2026-06-30
MC Mount Capital Ltd趨勢追蹤型	US$2.6億	+6.8%	17 -1	SCHW	2026-06-30

顯示第 5,560-5,610 筆，共 13,276 間機構