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
LB Lane Brothers & Co Inc分散型投資策略	US$1.5億	+11.4%	95 +12	JPST	2026-06-30
TW Trace Wealth Advisors, LLC分散型投資策略	US$1.5億	+14.5%	69 +3	VTI	2026-06-30
AF Allium Financial Advisors, LLC分散型投資策略	US$1.5億	+22.5%	80 +1	EEM	2026-06-30
SO State of Wisconsin - Board of Commissioners of Public Lands高品質投資策略	US$1.5億	+0.6%	6	PHYQX	2026-06-30
CC Crestwood Capital Management, L.P.逆勢操作型	US$1.5億	+4.9%	16 +1	VIK	2026-06-30
D& Durante & Waters, LLC趨勢追蹤型	US$1.5億	+10.5%	31	IVV	2026-06-30
TL Towerview LLC集中型投資策略	US$1.5億	-1.6%	17 +1	TRC	2026-06-30
SI Stoneridge Investment Partners LLC分散型投資策略	US$1.5億	+10.3%	146 +18	MSFT	2026-06-30
HA Hedges Asset Management LLC分散型投資策略	US$1.5億	+7.5%	108	GBCI	2026-06-30
MW Madrid Wealth Management, LLC分散型投資策略	US$1.5億	+15.0%	70	AVUS	2026-06-30
CI Caldwell Investment Management Ltd.產業集中型	US$1.5億	-40.3%	33 -24	CBOE	2026-06-30
PA PHOENIX ASSET MANAGEMENT PARTNERS Ltd趨勢追蹤型	US$1.5億	+14.8%	12 +2	W	2026-06-30
RP Redwood Park Advisors LLC趨勢追蹤型	US$1.5億	+1.4%	353 +26	GBIL	2026-06-30
CP Clayton Partners LLC趨勢追蹤型	US$1.5億	+10.6%	44 +6	SNDA	2026-06-30
TC Tannin Capital LLC分散型投資策略	US$1.5億	+10.4%	169 +17	BRK-A	2026-06-30
IA IF Advisors, LLC分散型投資策略	US$1.5億	+7.5%	60 +7	VV	2026-06-30
MW Moulton Wealth Management, Inc分散型投資策略	US$1.5億	+3.5%	66 +14	SPYM	2026-06-30
CW Chung Wu Investment Group, LLC分散型投資策略	US$1.5億	+31.0%	283 +24	IVV	2026-06-30
WC WealthTrak Capital Management LLC分散型投資策略	US$1.5億	+8.6%	77 -3	SPYM	2026-06-30
HF Hummer Financial Advisory Services Inc分散型投資策略	US$1.5億	+7.5%	129	SPY	2026-06-30
CL Crcm LP集中型投資策略	US$1.5億	+7.6%	12 -4	IAU	2026-06-30
L& Lederer & Associates Investment Counsel/ca分散型投資策略	US$1.5億	+7.6%	84 +1	AAPL	2026-06-30
PF Prota Financial, LLC分散型投資策略	US$1.5億	+10.1%	70 +3	JEPQ	2026-06-30
UF Uptown Financial Advisors LLC分散型投資策略	US$1.5億	+20.6%	88 +12	VUG	2026-06-30
AL Advaya LLP趨勢追蹤型	US$1.5億	+5.6%	6 -1	AMZN	2026-06-30
TL True Light Capital Pte. Ltd.產業集中型	US$1.5億	-23.3%	8	PDD	2026-06-30
TC TTRF Capital Ltd集中型投資策略	US$1.5億	—	13	NBIS	2026-06-30
WC Washington Capital Management, Inc分散型投資策略	US$1.5億	+28.0%	113 +11	VTI	2026-06-30
MC Meritech Capital Associates V L.L.C.集中型投資策略	US$1.5億	+7.2%	2	DDOG	2026-06-30
RA Rps Advisory Solutions LLC產業集中型	US$1.5億	-14.2%	104 -4	AAPL	2026-06-30
PP Paladin Partners, LLC分散型投資策略	US$1.5億	+9.0%	214 +2	IWB	2026-06-30
MW Mittelman Wealth Management分散型投資策略	US$1.5億	-5.7%	53 +1	VIG	2026-06-30
W& Williams & Novak, LLC分散型投資策略	US$1.5億	+13.2%	146 +3	MFUS	2026-06-30
M& MJT & Associates Financial Advisory Group, Inc.趨勢追蹤型	US$1.5億	+11.0%	465 +23	ITOT	2026-06-30
WF Womack Financial LLC分散型投資策略	US$1.5億	+11.3%	70 -1	SCHM	2026-06-30
NF Northern Financial Advisors Inc分散型投資策略	US$1.5億	+10.2%	100 -5	SPY	2026-06-30
NC Neumann Capital Management, LLC分散型投資策略	US$1.5億	-55.5%	58 -44	IJR	2026-06-30
OF Orographic Financial Advisors, LLC分散型投資策略	US$1.5億	+7.2%	105 -1	AAPL	2026-06-30
GA Gagnon Advisors, LLC趨勢追蹤型	US$1.5億	+11.2%	22	CDNA	2026-06-30
AF ATX Financial Planning, LLC分散型投資策略	US$1.5億	+14.8%	83 +2	BALT	2026-06-30
HT Hartmann Taylor Wealth Management, LLC分散型投資策略	US$1.5億	-0.1%	54	VTV	2026-06-30
BD Black Diamond Capital Management I, LLLP產業集中型	US$1.5億	+11.2%	8	CPSS	2026-06-30
RS Rik Saylor Financial, Inc.分散型投資策略	US$1.5億	+14.6%	89 +4	QQQ	2026-06-30
TM Themes Management Co LLC分散型投資策略	US$1.5億	-6.9%	120 -31	GE	2026-06-30
ST Signal Tree Financial Partners LLC分散型投資策略	US$1.5億	+13.9%	53 +6	VOO	2026-06-30
HI Hamrick Investment Counsel, llc分散型投資策略	US$1.5億	-16.5%	186 -180	SCHJ	2026-06-30
AW A4 Wealth Advisors LLC分散型投資策略	US$1.5億	+23.2%	92 -11	VOO	2026-06-30
AT Adelphi Trust Co分散型投資策略	US$1.5億	+22.6%	200 +18	VO	2026-06-30
PA Paladin Advisory Group, LLC分散型投資策略	US$1.5億	+14.5%	243 +2	IWF	2026-06-30
SG Slocum, Gordon & Co LLP分散型投資策略	US$1.5億	+2.4%	70 +6	MRK	2026-06-30
SF Stonebridge Financial Group, LLC / MO分散型投資策略	US$1.5億	+26.9%	171 +6	PVAL	2026-06-30

顯示第 7,345-7,395 筆，共 13,277 間機構