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
CP Capital Planning Advisors, LLC分散型投資策略	US$6.9億	-7.5%	146 -17	VEA	2026-03-31
TA TSG Advice Partners, LLC分散型投資策略	US$6.7億	+1.9%	135 +19	VOO	2026-03-31
FT Farmers Trust Co分散型投資策略	US$6.4億	+3.9%	203 +7	SPY	2026-03-31
FF FRG Family Wealth Advisors LLC分散型投資策略	US$6.1億	-5.2%	156 -4	MSFT	2026-03-31
DC DGS Capital Management, LLC分散型投資策略	US$6.1億	+4.2%	630 +88	SUB	2026-03-31
OW Opes Wealth Management LLC分散型投資策略	US$6.1億	-0.8%	146 -2	AAPL	2026-03-31
JH Jackson Hole Capital Partners, LLC分散型投資策略	US$6.1億	+3.6%	313 +3	ARLP	2026-03-31
AI Arcadia Investment Management Corp/mi分散型投資策略	US$5.8億	-5.2%	367 -21	AVGO	2026-03-31
FG Financial Gravity Asset Management, Inc.分散型投資策略	US$5.6億	+8.2%	973 +174	IAGG	2026-03-31
UF USA Financial Formulas高頻交易型	US$5.3億	-3.5%	437 +23	IJS	2026-03-31
BF Bedell Frazier Investment Counselling, LLC分散型投資策略	US$5.0億	-4.5%	128 -5	AAPL	2026-03-31
EP Evelyn Partners Asset Management Ltd分散型投資策略	US$4.1億	-4.8%	308 +24	GLD	2026-03-31
NF Northeast Financial Group, Inc.分散型投資策略	US$4.0億	-8.6%	90 -8	SCHX	2026-03-31
VI VectorGlobal IAG, Inc.分散型投資策略	US$3.9億	—	323	NVDA	2026-03-31
CI Cim Investment Management Inc分散型投資策略	US$3.7億	-1.9%	251 +4	IVV	2026-03-31
AC Anfield Capital Management, LLC分散型投資策略	US$3.6億	+14.6%	715 +136	SPY	2026-03-31
MS Millington Securities, LLC分散型投資策略	US$3.6億	—	404	WBIY	2026-03-31
SF Sandbox Financial Partners, LLC分散型投資策略	US$3.6億	-1.6%	117 -6	VUG	2026-03-31
MI Moseley Investment Management Inc分散型投資策略	US$3.1億	-3.0%	163 -2	IBTG	2026-03-31
EP Evelyn Partners Investment Management (Europe) Ltd分散型投資策略	US$2.9億	-5.7%	187 +2	GLD	2026-03-31
FC Financial Connections Group, Inc.分散型投資策略	US$2.9億	-1.1%	251 +16	DFAU	2026-03-31
TW Tcfg Wealth Management, LLC分散型投資策略	US$2.7億	+4.5%	274 +6	AAPL	2026-03-31
P& Packer & Co Ltd逆勢操作型	US$2.7億	-28.8%	10	PBR-A	2026-03-31
SW Signature Wealth Management Group分散型投資策略	US$2.6億	+7.4%	128 +22	SO	2026-03-31
FA First Affirmative Financial Network分散型投資策略	US$2.6億	+21.3%	325 +29	SHE	2026-03-31
CI Corigliano Investment Advisers, LLC高頻交易型	US$2.6億	-9.1%	37 -4	AR	2026-03-31
RT Red Tortoise LLC分散型投資策略	US$2.4億	+1.9%	647 -10	SCHF	2026-03-31
JR J. R. Prunier Capital Management LLC長期持有型	US$2.4億	-2.2%	67 -3	VTI	2026-03-31
RF rebel Financial LLC分散型投資策略	US$2.3億	-1.5%	65	SPYV	2026-03-31
LL Life Line Wealth Management LLC產業集中型	US$2.2億	-33.9%	35 -3	QUAL	2026-03-31
CC CIBRA Capital Ltd高頻交易型	US$2.1億	+255.8%	25 +7	AM6	2026-03-31
TC Tenret Co LLC產業集中型	US$2.1億	+4.8%	33	VEA	2026-03-31
MF Marmo Financial Group, LLC產業集中型	US$2.0億	-4.5%	38	SPY	2026-03-31
SP Strategic Planning, Inc.分散型投資策略	US$2.0億	+7.4%	54 +1	AMZN	2026-03-31
G- Gildi - lifeyrissjodur集中型投資策略	US$2.0億	-10.8%	2	JBTM	2026-03-31
TV True Vision MN LLC分散型投資策略	US$1.9億	-1.5%	98 -13	IUSB	2026-03-31
OB Oakum Bay Capital LLC分散型投資策略	US$1.9億	-8.8%	88 +10	MU	2026-03-31
BI Bush Investment Group, LLC分散型投資策略	US$1.8億	+2.4%	38	VTI	2026-03-31
CF Claris Financial LLC分散型投資策略	US$1.8億	-2.8%	178	FVD	2026-03-31
MP My Portfolio Guide, LLC分散型投資策略	US$1.8億	—	166	SPAB	2026-03-31
AG Amiral Gestion產業集中型	US$1.8億	-33.8%	16 -11	MSFT	2026-03-31
NR North Ridge Wealth Advisors, Inc.趨勢追蹤型	US$1.8億	-0.5%	193 +12	DFAC	2026-03-31
CF Coordinated Financial Services, Inc.分散型投資策略	US$1.7億	+0.2%	176 -25	IVV	2026-03-31
CC Catalina Capital Group, LLC分散型投資策略	US$1.7億	+1.9%	176 +13	USFR	2026-03-31
IW Integrity Wealth Advisors, Inc.分散型投資策略	US$1.7億	+14.3%	73 -4	RDVY	2026-03-31
RA Reflection Asset Management分散型投資策略	US$1.6億	+16.2%	127 -379	AAPL	2026-03-31
CW Capstone Wealth Management Group LLC分散型投資策略	US$1.6億	-1.6%	123 -6	AAPL	2026-03-31
SW Stillwater Wealth Management Group分散型投資策略	US$1.6億	+9.7%	77 +4	AAPL	2026-03-31
CC Coastline Complete Wealth LLC分散型投資策略	US$1.6億	+1.6%	55 +5	VIG	2026-03-31
SM Sterling Manor Financial, LLC產業集中型	US$1.6億	-0.2%	39 +4	SPBO	2026-03-31
SP Summit Portfolio Management, LTD.產業集中型	US$1.6億	—	24	AVUV	2026-03-31

顯示第 8,926-8,976 筆，共 13,277 間機構