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
CA CWC Advisors, LLC.分散型投資策略	US$2.3億	+7.2%	152 +3	VUSB	2026-06-30
CH CVS HEALTH Corp產業集中型	US$2.3億	+6.1%	21 -12	IGSB	2026-06-30
BF Brucke Financial, Inc.分散型投資策略	US$2.3億	+14.2%	175 +9	VEA	2026-06-30
PS Pennant Select, LLC逆勢操作型	US$2.3億	+13.2%	15	ECHO	2026-06-30
WS Wealth Science Advisors LLC分散型投資策略	US$2.2億	+26.6%	97 -106	CGGR	2026-06-30
CL Colter Lewis Investment Partners LLC高頻交易型	US$2.2億	+111.6%	114 +3	VONE	2026-06-30
CC Ciovacco Capital Management LLC產業集中型	US$2.2億	+31.0%	35 +7	VOO	2026-06-30
CC Conway Capital Management, Inc.趨勢追蹤型	US$2.2億	+5.1%	39 -6	AAPL	2026-06-30
LC LuminArx Capital Management LP高頻交易型	US$2.2億	+64.8%	118 +34	SPY	2026-06-30
LI Latigo Investments, LLC趨勢追蹤型	US$2.2億	+11.8%	14	VV	2026-06-30
MC Moerus Capital Management LLC產業集中型	US$2.2億	-17.1%	14 -1	JEF	2026-06-30
WC Wynn Capital, LLC分散型投資策略	US$2.2億	+15.0%	116 +9	SCHB	2026-06-30
SE Spice Expeditions, LP集中型投資策略	US$2.2億	—	1	KSPI	2026-06-30
GC Granville Capital, Inc.分散型投資策略	US$2.2億	+17.0%	86	QQQ	2026-06-30
FW Finer Wealth Management, Inc.分散型投資策略	US$2.2億	+12.2%	88 +1	AAPL	2026-06-30
CC Capstone Capital Management Ltd分散型投資策略	US$2.2億	+125.2%	160 +109	THEMES ETF TR	2026-06-30
OW Oxford Wealth Group, LLC分散型投資策略	US$2.2億	+22.1%	89 +1	XMMO	2026-06-30
GC Goanna Capital Management LLC高頻交易型	US$2.2億	+3221.9%	2 -1	—	2026-06-30
CR Catawba River Capital產業集中型	US$2.2億	+7.5%	24	FBND	2026-06-30
PC Pointe Capital Management LLC分散型投資策略	US$2.2億	+10.7%	157 +4	IWF	2026-06-30
SP Spectrum Planning & Advisory Services Inc.分散型投資策略	US$2.2億	+10.6%	120 +6	SPYM	2026-06-30
TS Twin Securities, Inc.集中型投資策略	US$2.2億	+8.4%	13 -4	EA	2026-06-30
NW Noble Wealth Management PBC分散型投資策略	US$2.2億	+12.3%	778 +190	PDI	2026-06-30
SO State of New Jersey Common Pension Fund A集中型投資策略	US$2.2億	-1.1%	3	OBDC	2026-06-30
PC Pureheart Capital Pte Ltd.高頻交易型	US$2.2億	-51.4%	4 +3	TSLA	2026-06-30
CW Cadence Wealth Management LLC分散型投資策略	US$2.2億	-6.9%	63 +5	XOP	2026-06-30
RF RFP Financial Group LLC分散型投資策略	US$2.2億	+21.4%	90 +5	AAPL	2026-06-30
KL KilterHowling LLC趨勢追蹤型	US$2.2億	+12.6%	50 +1	VOO	2026-06-30
JC JS Capital Management LLC集中型投資策略	US$2.2億	+104.8%	1	PACK	2026-06-30
CI Cohen Investment Advisors LLC分散型投資策略	US$2.2億	+6.0%	120 +2	LLY	2026-06-30
VF Vestment Financial LLC產業集中型	US$2.2億	+5.1%	41 -1	DFAC	2026-06-30
GA Guinness Atkinson Asset Management Inc分散型投資策略	US$2.2億	+11.4%	107 -16	TSM	2026-06-30
BM Brooks, Moore & Associates, Inc.分散型投資策略	US$2.2億	+11.8%	114 +4	JPM	2026-06-30
MW MTC Wealth Management LLC趨勢追蹤型	US$2.2億	+5.9%	14 +1	AGG	2026-06-30
AC Attessa Capital LLC趨勢追蹤型	US$2.2億	+21.3%	51 +16	SPY	2026-06-30
CH Cromwell Holdings LLC分散型投資策略	US$2.2億	+25.3%	1,589 +66	NVDA	2026-06-30
SA Socorro Asset Management LP趨勢追蹤型	US$2.2億	+0.8%	33 +1	NEE 7.299 06-01-27	2026-06-30
DF Downshift Financial, LLC分散型投資策略	US$2.2億	+15.3%	668 +591	SCHB	2026-06-30
SI Sterling Investment Advisors LLC /adv產業集中型	US$2.2億	+6.8%	38 -2	IEFA	2026-06-30
SF Symphony Financial Services, Inc.分散型投資策略	US$2.2億	+14.3%	105 +6	BUFR	2026-06-30
TF Tudor Financial Inc.分散型投資策略	US$2.2億	+13.8%	152 +13	VOO	2026-06-30
SP Sage Private Wealth Group, LLC分散型投資策略	US$2.2億	+11.9%	100 +3	AIRR	2026-06-30
AC Ategra Capital Management, LLC產業集中型	US$2.2億	+10.5%	24 -3	QQQ	2026-06-30
MA Mirabaud Asset Management高頻交易型	US$2.2億	+13.5%	28 +15	LCII 3 03-01-30	2026-06-30
WW Whalen Wealth Management Inc.分散型投資策略	US$2.2億	+19.1%	195 +21	NVDA	2026-06-30
BW BankPlus Wealth Management LLC趨勢追蹤型	US$2.2億	+14.8%	126 +9	IVV	2026-06-30
MC Mendel Capital Management LLC分散型投資策略	US$2.2億	+11.7%	104 +2	XLK	2026-06-30
CC Coign Capital Advisors LLC分散型投資策略	US$2.2億	+16.7%	88 +8	EVTR	2026-06-30
PW Ptm Wealth Management, LLC產業集中型	US$2.2億	+17.7%	62 +6	FNDX	2026-06-30
1C 17 Capital Partners, LLC分散型投資策略	US$2.2億	+14.3%	176 +4	META	2026-06-30
SA Sylvest Advisors, LLC分散型投資策略	US$2.2億	+18.0%	78 +8	IWD	2026-06-30

顯示第 6,121-6,171 筆，共 13,276 間機構