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
PF Privium Fund Management趨勢追蹤型	US$2.4億	+21.8%	29 +9	ACWI	2026-06-30
KH Koesten, Hirschmann & Crabtree, INC.產業集中型	US$2.4億	+17.0%	52 +11	FNDX	2026-06-30
MS Mitchell Sinkler & Starr/pa分散型投資策略	US$2.4億	+10.8%	155 +12	VOO	2026-06-30
WF Worth Financial Advisory Group, LLC分散型投資策略	US$2.4億	+5.7%	202 +152	GSLC	2026-06-30
GW Grand Wealth Management, LLC趨勢追蹤型	US$2.4億	+12.9%	49 -38	DFAC	2026-06-30
CA Cobblestone Asset Management LLC分散型投資策略	US$2.4億	+7.8%	74 +1	JPST	2026-06-30
GG GPM Growth Investors, Inc.逆勢操作型	US$2.4億	+0.7%	43 +1	GOOGL	2026-06-30
SC Southern Capital Advisors, LLC分散型投資策略	US$2.4億	+12.1%	84 -1	IUSV	2026-06-30
BF Brown Financial Advisory集中型投資策略	US$2.4億	+18.7%	49	SPYM	2026-06-30
CP Cerity Partners Retirement Plan Advisors LLC趨勢追蹤型	US$2.4億	+22.3%	34 +3	SPY	2026-06-30
VH Visionary Horizons, LLC分散型投資策略	US$2.4億	+17.9%	145 +17	SCHG	2026-06-30
FC First Citizens Financial Corp分散型投資策略	US$2.4億	+12.9%	140 +4	IYW	2026-06-30
A& Aull & Monroe Investment Management Corp分散型投資策略	US$2.4億	+11.1%	126 +1	CAT	2026-06-30
RW R. W. Roge & Company, Inc.分散型投資策略	US$2.4億	+13.9%	69 +3	VOO	2026-06-30
CF Cna Financial CORP趨勢追蹤型	US$2.4億	+1.6%	18 +3	EPD	2026-06-30
BF Bright Financial Advisors, Inc.分散型投資策略	US$2.4億	+9.4%	72 +5	AGG	2026-06-30
KF Kapstone Financial Advisors LLC分散型投資策略	US$2.4億	+17.0%	175 +21	IVV	2026-06-30
CF CDC Financial, Inc.分散型投資策略	US$2.4億	+51.9%	53 +4	SPY	2026-06-30
CP Carl P. Sherr & Co., LLC分散型投資策略	US$2.4億	+12.1%	134 +10	IVW	2026-06-30
VI Victrix Investment Advisors分散型投資策略	US$2.4億	-13.4%	75 -32	GOOGL	2026-06-30
CC Clarity Capital Advisors, LLC分散型投資策略	US$2.4億	+11.2%	95	VTI	2026-06-30
NS Norway Savings Bank分散型投資策略	US$2.4億	+13.1%	177 +3	GOOGL	2026-06-30
CN City National Bank Of Florida /msd分散型投資策略	US$2.4億	+42.2%	160 +24	IVV	2026-06-30
CW Collaborative Wealth Managment Inc.分散型投資策略	US$2.4億	+9.4%	171 +8	BUFF	2026-06-30
PF Pinnacle Family Advisors, LLC分散型投資策略	US$2.4億	+12.0%	155 +20	FCUS	2026-06-30
RM Ring Mountain Capital, LLC分散型投資策略	US$2.4億	+30.3%	107 +12	AAPL	2026-06-30
SC SMA Capital LLC分散型投資策略	US$2.4億	+2.8%	121 +25	AME	2026-06-30
TC Tandem Capital Management CORP /adv分散型投資策略	US$2.4億	+19.1%	118 +8	GE	2026-06-30
SA Soviero Asset Management, LP分散型投資策略	US$2.4億	+18.7%	64 +7	DVN	2026-06-30
GR Green Ridge Wealth Planning LLC分散型投資策略	US$2.4億	+25.1%	94 +8	QQQ	2026-06-30
HA Horizon Advisory Services, Inc.趨勢追蹤型	US$2.4億	+21.6%	51 +2	FTCE	2026-06-30
BC Boit C F David分散型投資策略	US$2.4億	+5.5%	85 -34	BRK-B	2026-06-30
CS Cornerstone Select Advisors, LLC分散型投資策略	US$2.4億	+48.8%	149 +25	MU	2026-06-30
BP Bluedoor Private Wealth, LLC分散型投資策略	US$2.4億	+10.1%	164 +17	JPST	2026-06-30
TL Tableaux LLC分散型投資策略	US$2.4億	+15.0%	120 +7	SPYM	2026-06-30
NB NBH Bank分散型投資策略	US$2.4億	—	552	IWF	2026-06-30
CF Client First Investment Management LLC集中型投資策略	US$2.4億	+23.4%	28 +12	ADPV	2026-06-30
GP Grant Private Wealth Management Inc分散型投資策略	US$2.4億	+25.8%	164 +10	NVDA	2026-06-30
CP Crestview Partners III GP, L.P.集中型投資策略	US$2.4億	+21.6%	1 -1	Fidelis Insurance Hldgs Ltd	2026-06-30
SA Sequent Asset Management, LLC分散型投資策略	US$2.4億	+13.5%	90	FXAIX	2026-06-30
AI Arcadia Investment Advisors LLC分散型投資策略	US$2.4億	+11.9%	80 -1	VV	2026-06-30
RF Retiremitten Financial LLC趨勢追蹤型	US$2.4億	+14.6%	47 -137	SPYM	2026-06-30
BT BancFirst Trust & Investment Management產業集中型	US$2.4億	+4.7%	85 +28	BANF	2026-06-30
TB True Blue Financial, LLC分散型投資策略	US$2.4億	+86.7%	61 +9	SPYG	2026-06-30
CA Continental Advisors LLC產業集中型	US$2.4億	+20.9%	50	SPY	2026-06-30
GS Grove Street Fiduciary, LLC分散型投資策略	US$2.4億	+4.3%	75 +1	VBR	2026-06-30
TR Trail Ridge Investment Advisors, LLC分散型投資策略	US$2.4億	+2.9%	93 -6	EMXC	2026-06-30
CF Compass Financial Group, Inc.分散型投資策略	US$2.4億	+6.7%	51 +4	IVV	2026-06-30
AL Ade, LLC分散型投資策略	US$2.4億	+13.4%	93 +7	VOO	2026-06-30
MW Miller Wealth Advisors, LLC長期持有型	US$2.4億	-8.9%	122 +5	AMZN	2026-06-30
TC TAM Capital Management Inc.高頻交易型	US$2.4億	+15.5%	9 +2	CI	2026-06-30

顯示第 5,917-5,967 筆，共 13,276 間機構