13F 申報指南13F 觀念全攻略
什麼是 SEC Form 13F 申報？美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
AlphaSMO 權威研究指南閱讀專題
CIK: 0001812198
申報總市值
US$20.4億
US$20.4億
688 檔
27.3%
在 Q2 2026 申報期間，Aaron Wealth Advisors LLC（CIK: 0001812198）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$20.4億，共持有 688 個公開申報部位。
Q2 2026 數據顯示 Aaron Wealth Advisors LLC 積極進場，新開立 22 個部位並同步加碼 105 檔個股，反映機構在該季度的資金注入與籌碼積累。
在資產配置集中度方面，Aaron Wealth Advisors LLC 的前 5 大核心持股（包含 IEFA, NVDA, VONV 等）合計佔整體申報市值的 27.3%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 688 檔）
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 7.90% | +0.20% | +4.83% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 6.74% | +0.69% | +0.55% | |
| 3 | VONV | Vanguard Russell 1000 Value | ETF-其他 | 5.27% | -0.34% | -10.18% | |
| 4 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 5.18% | -0.28% | -7.55% | |
| 5 | MBX | Mbx Biosciences Inc | 股票-其他 | 3.27% | +0.10% | -0.03% | |
| 6 | AMGN | Amgen Inc | 股票-醫療保健 | 3.20% | +0.27% | -0.51% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 3.09% | +0.01% | +14.21% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 3.01% | +0.42% | +1.67% | |
| 9 | GUNR | Flexshares Global Upstream N | ETF-其他 | 2.82% | +0.13% | +5.45% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 1.81% | +0.53% | +2.30% | |
| 11 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 1.80% | -0.16% | -0.19% | |
| 12 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.75% | -0.10% | -5.88% | |
| 13 | LMBS | First Trust Low Duration Opp | ETF-其他 | 1.57% | -0.08% | +1.60% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.45% | -0.12% | +3.42% | |
| 15 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.45% | +0.03% | +16.05% | |
| 16 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.38% | +0.12% | +8.83% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.18% | -0.02% | +30.51% | |
| 18 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.99% | +0.08% | -2.55% | |
| 19 | AVGO | Broadcom Inc | 股票-科技 | 0.89% | -0.06% | +5.39% | |
| 20 | MU | Micron Technology Inc | 股票-科技 | 0.82% | -0.06% | -0.75% | |
| 21 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.70% | -0.02% | +2.46% | |
| 22 | TOLZ | Proshares Glb Infrastructure | ETF-其他 | 0.64% | -0.04% | +3.41% | |
| 23 | CAT | Caterpillar Inc | 股票-工業 | 0.64% | -0.20% | -2.34% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.64% | +0.03% | -5.47% | |
| 25 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.61% | +0.11% | +7.02% | |
| 26 | TSLA | Tesla Inc | 股票-循環性消費 | 0.60% | -0.11% | -1.90% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.59% | +0.01% | +2.40% | |
| 28 | SUB | Ishares Short-term National | ETF-其他 | 0.57% | -0.26% | +4.28% | |
| 29 | AMAT | Applied Materials Inc | 股票-科技 | 0.57% | -0.21% | +0.23% | |
| 30 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.54% | -0.02% | +2.63% | |
| 31 | WMT | Walmart Inc | 股票-非循環性消費 | 0.54% | -0.14% | -1.45% | |
| 32 | FCX | Freeport-mcmoran Inc | 股票-原物料 | 0.54% | +0.01% | -7.60% | |
| 33 | AMD | Advanced Micro Devices | 股票-科技 | 0.52% | -0.03% | +12.60% | |
| 34 | ASML | ASML Holding N.V. | 股票-科技 | 0.48% | -0.04% | +8.23% | |
| 35 | V | Visa Inc-class A Shares | 股票-金融 | 0.47% | +0.02% | +25.82% | |
| 36 | LRCX | Lam Research CORP | 股票-科技 | 0.44% | -0.13% | -5.28% | |
| 37 | XOM | Exxon Mobil CORP | 股票-能源 | 0.41% | -0.41% | EXIT | |
| 38 | CSCO | Cisco Systems Inc | 股票-科技 | 0.39% | -0.09% | -3.41% | |
| 39 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.33% | -0.01% | — | |
| 40 | INTC | Intel CORP | 股票-科技 | 0.32% | -0.09% | +2.04% | |
| 41 | VONE | Vanguard Russell 1000 | ETF-其他 | 0.31% | -0.04% | -1.24% | |
| 42 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.29% | +0.01% | +1.20% | |
| 43 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.27% | -0.01% | -0.02% | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.27% | -0.01% | -3.54% | |
| 45 | KLAC | Kla CORP | 股票-科技 | 0.27% | -0.02% | +873.83% | |
| 46 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.26% | -0.21% | -92.12% | |
| 47 | HD | Home Depot Inc | 股票-循環性消費 | 0.26% | -0.16% | +39.57% | |
| 48 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.25% | -0.02% | -4.55% | |
| 49 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.25% | -0.01% | +299.14% | |
| 50 | MA | Mastercard Inc - A | 股票-金融 | 0.25% | +0.04% | +19.66% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MBX | Mbx Biosciences Inc | +1.3% | -0.03% | 減碼 |
| 2 | IEMG | Ishares Core Msci Emerging | +0.6% | +14.21% | 加碼 |
| 3 | MU | Micron Technology Inc | +0.6% | -0.75% | 減碼 |
| 4 | TSM | Taiwan Semiconductor-sp Adr | +0.5% | +16.05% | 加碼 |
| 5 | AMD | Advanced Micro Devices | +0.3% | +12.60% | 加碼 |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +30.51% | 加碼 |
| 7 | AMAT | Applied Materials Inc | +0.3% | +0.23% | 加碼 |
| 8 | NVDA | Nvidia CORP | +0.2% | +0.55% | 加碼 |
| 9 | INTC | Intel CORP | +0.2% | +2.04% | 加碼 |
| 10 | GOOGL | Alphabet Inc-cl A | +0.2% | +3.42% | 加碼 |
| 11 | LRCX | Lam Research CORP | +0.2% | -5.28% | 減碼 |
| 12 | CAT | Caterpillar Inc | +0.2% | -2.34% | 減碼 |
| 13 | ASML | ASML Holding N.V. | +0.2% | +8.23% | 加碼 |
| 14 | AMZN | Amazon.com Inc | +0.1% | +8.83% | 加碼 |
| 15 | SNDK | Sandisk CORP | +0.1% | -2.24% | 減碼 |
| 16 | VBK | Vanguard Small-cap Grwth ETF | +0.1% | -0.19% | 減碼 |
| 17 | AVGO | Broadcom Inc | +0.1% | +5.39% | 加碼 |
| 18 | KLAC | Kla CORP | +0.1% | +873.83% | 加碼 |
| 19 | AAPL | Apple Inc | +0.1% | +1.67% | 加碼 |
| 20 | LLY | Eli Lilly & Co | +0.1% | +2.46% | 加碼 |
| 21 | V | Visa Inc-class A Shares | +0.1% | +25.82% | 加碼 |
| 22 | GLW | Corning Inc | +0.1% | +7.08% | 加碼 |
| 23 | MRVL | Marvell Technology Inc | +0.1% | +44.80% | 加碼 |
| 24 | CSCO | Cisco Systems Inc | +0.1% | -3.41% | 減碼 |
| 25 | UNH | Unitedhealth Group Inc | +0.1% | +20.74% | 加碼 |
| 26 | WDC | Western Digital CORP | +0.1% | +10.19% | 加碼 |
| 27 | DELL | Dell Technologies -c | +0.1% | +32.62% | 加碼 |
| 28 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +36.97% | 加碼 |
| 29 | HD | Home Depot Inc | +0.1% | +39.57% | 加碼 |
| 30 | PANW | Palo Alto Networks Inc | +0.1% | +35.80% | 加碼 |
| 31 | TXN | Texas Instruments Inc | +0.1% | +18.94% | 加碼 |
| 32 | GOOG | Alphabet Inc-cl C | +0.1% | -2.55% | 減碼 |
| 33 | DDOG | Datadog Inc - Class A | +0.1% | +34.21% | 加碼 |
| 34 | QCOM | Qualcomm Inc | +0.1% | +20.61% | 加碼 |
| 35 | ANET | Arista Networks Inc | +0.1% | +12.83% | 加碼 |
| 36 | XOP | Ss Spdr S&p Og Exp & Prod | +0.1% | NEW | 新建倉 |
| 37 | MS | Morgan Stanley | 0% | +8.06% | 加碼 |
| 38 | CVS | Cvs Health CORP | 0% | +5.97% | 加碼 |
| 39 | ASX | Ase Technology Holding -adr | 0% | -4.36% | 減碼 |
| 40 | UMC | United Microelectron-sp Adr | 0% | +16.71% | 加碼 |
| 41 | ✓ | Carnival CORP LTD F | 0% | NEW | 新建倉 |
| 42 | CNC | Centene CORP | 0% | +56.50% | 加碼 |
| 43 | ✓ | 0% | NEW | 新建倉 | |
| 44 | ✓ | 0% | NEW | 新建倉 | |
| 45 | GEV | GE Vernova Inc | 0% | -2.62% | 減碼 |
| 46 | TXG | 10x Genomics Inc-class A | 0% | +3.97% | 加碼 |
| 47 | C | Citigroup Inc | 0% | +2.51% | 加碼 |
| 48 | NVO | Novo-nordisk A/s-spons Adr | 0% | +35.60% | 加碼 |
| 49 | STX | Seagate Technology Holdings plc | 0% | +43.52% | 加碼 |
| 50 | MFG | Mizuho Financial Group-adr | 0% | +31.31% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Aaron Wealth Advisors LLC 在 Q2 2026 季度的美股持倉總市值約為 US$20.4億，共申報了 688 個公開持股部位。
在 Q2 2026 季度，Aaron Wealth Advisors LLC 按市值排列的前三大核心持股分別為：IEFA (7.9%)、NVDA (6.7%)、VONV (5.3%)。其中最大持股部位 IEFA 佔據整體投資組合約 7.9% 的權重。
精選 AlphaSMO 大戶持股與內部人交易深度分析，提升投資決策勝率
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
本季最大新建倉標的
XOP
市值: US$101.8萬
本季最大獲利了結 / 清倉標的
HON
前期市值: US$127.3萬
在 Q2 2026 季度中，Aaron Wealth Advisors LLC 共進行了 197 項持倉異動，包含新建倉 22 個部位、加碼 105 個部位、減碼 54 個部位以及清倉 16 個部位。 其中最大新建倉標的為 XOP。 本季清倉部位包含 HON。
本頁面所有持股數據均直接同步自美國證券交易委員會（SEC）EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照，提供 100% 精準對齊的歷史時序數據集，並支援 Schema.org 結構化資料格式。
解析公司高管、董事與 10% 大股東之 Form 4 內部人交易申報，掌握高管自家股票買賣第一手訊號。
深入剖析 5% 股益申報門檻、13D 與 13G 之差異，以及最新 SEC 申報時程規範，洞察機構法人的激進投資動向。