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。

13,277

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
SL Sachetta, LLC分散型投資策略	US$2.1億	+11.5%	1,224 -50	QQQ	2026-06-30
FC Foresight Capital Management Advisors, Inc.分散型投資策略	US$2.1億	+14.4%	80 -16	GLW	2026-06-30
FC First City Capital Management, Inc.分散型投資策略	US$2.1億	+8.9%	164 +4	SPY	2026-06-30
AW Allen Wealth Management, LLC分散型投資策略	US$2.1億	+2.8%	60 +1	VTV	2026-06-30
SC Spring Capital Management, LLC分散型投資策略	US$2.1億	+3.8%	55 +6	AAPL	2026-06-30
WA WESPAC Advisors, LLC分散型投資策略	US$2.1億	+12.3%	200 +22	PULS	2026-06-30
TC Treasure Coast Financial Planning分散型投資策略	US$2.1億	+5.5%	48	SPTM	2026-06-30
AA American Airlines Group Inc.集中型投資策略	US$2.0億	+17.5%	1	RJET	2026-06-30
LT Lowery Thomas, LLC分散型投資策略	US$2.0億	+17.1%	57 +2	SCHG	2026-06-30
BC Birch Capital Management, LLC分散型投資策略	US$2.0億	+7.3%	79 +1	GWW	2026-06-30
OF Orcam Financial Group分散型投資策略	US$2.0億	+45.3%	105 +43	DDX	2026-06-30
1C 11.2 Capital Management, LLC集中型投資策略	US$2.0億	+43.2%	1	HNGE	2026-06-30
P& Pinney & Scofield, Inc.分散型投資策略	US$2.0億	+10.3%	232 -11	DFIP	2026-06-30
WA William Allan Corp分散型投資策略	US$2.0億	+21.0%	62 +3	AMAT	2026-06-30
CP CAP Partners, LLC分散型投資策略	US$2.0億	+15.5%	155 +9	QQQM	2026-06-30
WM Westview Management dba Westview Investment Advisors分散型投資策略	US$2.0億	+6.3%	67 -3	VCIT	2026-06-30
BA Beacon Advisors Holdings, LLC趨勢追蹤型	US$2.0億	+9.3%	37	IVV	2026-06-30
BP Buckland Partners Management Co LLC分散型投資策略	US$2.0億	+23.9%	97 +6	CRS	2026-06-30
MC Mithaq Capital SPC集中型投資策略	US$2.0億	+23.0%	3 -1	—	2026-06-30
E& Eads & Heald Wealth Management分散型投資策略	US$2.0億	+1.6%	148 +8	NVDA	2026-06-30
CA Clarity Asset Management, Inc.分散型投資策略	US$2.0億	+3.3%	67 -223	SPYM	2026-06-30
RM Redpoint Management, LLC集中型投資策略	US$2.0億	+1.5%	3	S	2026-06-30
MG MB Generational Wealth, LLC分散型投資策略	US$2.0億	+12.8%	66	AVUV	2026-06-30
4W 4J Wealth Management LLC分散型投資策略	US$2.0億	+15.9%	111 +10	IVV	2026-06-30
PA Pacific Asset Management, LLC分散型投資策略	US$2.0億	+13.8%	76 +6	DFAC	2026-06-30
LI Loudon Investment Management, LLC分散型投資策略	US$2.0億	+9.6%	95	XLK	2026-06-30
AA AF Advisors, Inc.集中型投資策略	US$2.0億	+12.6%	30 +4	FICO	2026-06-30
GW Guardian Wealth Management, Inc.分散型投資策略	US$2.0億	+11.1%	66 +5	ANET	2026-06-30
BI Bullseye Investment Management, LLC分散型投資策略	US$2.0億	+9.5%	321 +1	SNTH	2026-06-30
LH Little Harbor Advisors, LLC集中型投資策略	US$2.0億	+20.8%	6 +2	SPY	2026-06-30
FB Fairfield, Bush & Co.分散型投資策略	US$2.0億	+12.9%	126 +7	TSM	2026-06-30
OA Oxford Asset Management LLP分散型投資策略	US$2.0億	-12.4%	364 -78	XBI	2026-06-30
CN Clay Northam Wealth Management, LLC分散型投資策略	US$2.0億	+14.1%	109 +8	COWZ	2026-06-30
SA Sage Advisory Services, Ltd.Co.分散型投資策略	US$2.0億	+11.3%	46 +4	IVV	2026-06-30
PI Pettee Investors, Inc.分散型投資策略	US$2.0億	+4.6%	115	JPM	2026-06-30
WC Washburn Capital Management, Inc.趨勢追蹤型	US$2.0億	+18.0%	56	SPY	2026-06-30
AF AtlasMark Financial, Inc分散型投資策略	US$2.0億	+31.2%	48 +1	QQQ	2026-06-30
RI Rachor Investment Advisory Services, LLC趨勢追蹤型	US$2.0億	+6.7%	203 -261	DFSD	2026-06-30
TP Twin Peaks Capital Ltd產業集中型	US$2.0億	+40.7%	21 +6	TSM	2026-06-30
BL Bucket List Wealth Management, LLC分散型投資策略	US$2.0億	+22.2%	63 +6	VTI	2026-06-30
FA Financial Alternatives, Inc分散型投資策略	US$2.0億	+9.4%	84 +5	DFAC	2026-06-30
FP Flywheel Private Wealth LLC分散型投資策略	US$2.0億	+15.6%	109 +5	VIG	2026-06-30
T& Taylor & Morgan Wealth Management, LLC分散型投資策略	US$2.0億	+15.7%	89 +10	SPY	2026-06-30
SF Salus Financial Advisors, LLC長期持有型	US$2.0億	+18.3%	39 +5	IVV	2026-06-30
EC Elwood Capital Partners LP逆勢操作型	US$2.0億	+2.9%	32 -1	UNH	2026-06-30
VF Valley Financial Group, Inc.產業集中型	US$2.0億	+9.4%	62 -1	IVV	2026-06-30
AT American Trust Investment Advisors, LLC分散型投資策略	US$2.0億	+11.9%	81 +5	AAPL	2026-06-30
TW Tower Wealth Partners, Inc.分散型投資策略	US$2.0億	+11.9%	101 +14	SPYG	2026-06-30
MR Mill Road Capital Management LLC趨勢追蹤型	US$2.0億	+6.1%	23 -2	MG	2026-06-30
ER EVR Research LP產業集中型	US$2.0億	+14.9%	28 -2	WKC	2026-06-30
LF Longview Financial Advisors LLC分散型投資策略	US$2.0億	+10.0%	150 -7	DFAC	2026-06-30

顯示第 6,427-6,477 筆，共 13,277 間機構