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: 0001939202
申報總市值
US$4.7億
US$4.7億
439 檔
26.2%
Acumen Wealth Advisors, LLC 在 Q1 2026 季度的美股部位總計估值為 US$4.7億，分散於 439 個持倉標的之中，反映其市場參與廣度與投資規模。
觀察 Q1 2026 的資金脈絡，Acumen Wealth Advisors, LLC 在獲利結算 30 檔個股的同時，將資本重新部署至 33 檔新選標的，展現主動管理機構的輪動節奏。
從部位權重觀察，前 5 大標的（包含 IVV, AGG, MSFT）累計市值佔比達 26.2%，是驅動 Acumen Wealth Advisors, LLC 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 439 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 13.42% | -8.06% | +5.46% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 9.29% | -1.96% | +1.55% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.74% | -1.11% | +12.61% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 3.47% | -0.14% | +11.59% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.35% | -0.08% | +1.70% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.13% | -2.90% | +1611.59% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.85% | -2.52% | +2132.25% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.61% | -1.29% | +3.78% | |
| 9 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.45% | -0.14% | +18.73% | |
| 10 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.34% | -1.14% | -11.47% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.31% | -1.40% | -30.02% | |
| 12 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 2.30% | -0.75% | -24.71% | |
| 13 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 2.24% | +0.53% | +14.46% | |
| 14 | LRCX | Lam Research CORP | 股票-科技 | 2.08% | +0.08% | -29.12% | |
| 15 | AVGO | Broadcom Inc | 股票-科技 | 2.07% | +0.27% | +14.24% | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 1.84% | +2.78% | +482.65% | |
| 17 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.66% | -1.13% | -14.71% | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 1.42% | -0.42% | +8.61% | |
| 19 | USB | US Bancorp | 股票-金融 | 1.32% | -0.49% | -10.13% | |
| 20 | CASS | Cass Information Systems Inc | 股票-其他 | 1.25% | -0.10% | -5.73% | |
| 21 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.24% | -0.86% | -7.84% | |
| 22 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.08% | -0.06% | +3.34% | |
| 23 | TXN | Texas Instruments Inc | 股票-科技 | 1.05% | -0.77% | -28.12% | |
| 24 | CRM | Salesforce Inc | 股票-科技 | 1.02% | -0.68% | -9.07% | |
| 25 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.01% | -0.30% | -9.19% | |
| 26 | HLT | Hilton Worldwide Holdings In | 股票-循環性消費 | 0.97% | -0.26% | -7.26% | |
| 27 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.96% | -0.32% | -5.00% | |
| 28 | TSLA | Tesla Inc | 股票-循環性消費 | 0.94% | +0.47% | +1638.29% | |
| 29 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.89% | -0.67% | -25.51% | |
| 30 | UL | Unilever Plc-sponsored Adr | 股票-非循環性消費 | 0.88% | -0.84% | -9.34% | |
| 31 | PULS | Pgim Ultra Short Bond ETF | ETF-其他 | 0.87% | +0.89% | +2724.83% | |
| 32 | KLAC | Kla CORP | 股票-科技 | 0.85% | +0.64% | -16.49% | |
| 33 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.85% | -0.38% | -1.20% | |
| 34 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.82% | -0.74% | -29.56% | |
| 35 | HLN | Haleon Plc-adr | 股票-醫療保健 | 0.78% | -0.74% | -25.41% | |
| 36 | UBER | Uber Technologies Inc | 股票-工業 | 0.77% | -0.33% | +21.63% | |
| 37 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 0.67% | -0.56% | +109.64% | |
| 38 | CI | THE Cigna Group | 股票-醫療保健 | 0.66% | -0.61% | -8.76% | |
| 39 | DGX | Quest Diagnostics Inc | 股票-醫療保健 | 0.66% | -0.08% | +10.44% | |
| 40 | NFLX | Netflix Inc | 股票-通訊服務 | 0.65% | -0.26% | +3252.19% | |
| 41 | ACN | Accenture plc | 股票-科技 | 0.63% | -0.63% | -35.25% | |
| 42 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 0.57% | -0.57% | -32.32% | |
| 43 | SAP | Sap Se-sponsored Adr | 股票-科技 | 0.57% | -0.44% | -34.78% | |
| 44 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.57% | +0.46% | +170.99% | |
| 45 | ELV | Elevance Health Inc | 股票-醫療保健 | 0.55% | -0.52% | -51.48% | |
| 46 | FEOE | First Eagle Overseas Eq ETF | ETF-其他 | 0.48% | +4.53% | — | |
| 47 | MA | Mastercard Inc - A | 股票-金融 | 0.41% | -0.40% | +1818.24% | |
| 48 | AVNM | Avantis All Intl Mkts Eq ETF | ETF-其他 | 0.40% | +3.04% | — | |
| 49 | SNPS | Synopsys Inc | 股票-科技 | 0.36% | -0.33% | — | |
| 50 | WMT | Walmart Inc | 股票-非循環性消費 | 0.35% | +0.17% | +254.37% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | +2.9% | +1611.59% | 加碼 |
| 2 | IJR | Ishares Core S&p Small-cap E | +2.7% | +2132.25% | 加碼 |
| 3 | NVDA | Nvidia CORP | +1.5% | +482.65% | 加碼 |
| 4 | TSLA | Tesla Inc | +0.9% | +1638.29% | 加碼 |
| 5 | PULS | Pgim Ultra Short Bond ETF | +0.8% | +2724.83% | 加碼 |
| 6 | NFLX | Netflix Inc | +0.6% | +3252.19% | 加碼 |
| 7 | MA | Mastercard Inc - A | +0.4% | +1818.24% | 加碼 |
| 8 | TFLO | Ishares Treasury Floating Ra | +0.3% | +109.64% | 加碼 |
| 9 | JPM | Jpmorgan Chase & Co | +0.3% | +170.99% | 加碼 |
| 10 | GEV | GE Vernova Inc | +0.3% | +473.13% | 加碼 |
| 11 | WMT | Walmart Inc | +0.3% | +254.37% | 加碼 |
| 12 | MU | Micron Technology Inc | +0.3% | +456.43% | 加碼 |
| 13 | DELL | Dell Technologies -c | +0.3% | +681.80% | 加碼 |
| 14 | BLK | Blackrock Inc | +0.3% | +919.44% | 加碼 |
| 15 | ETN | Eaton Corporation plc | +0.2% | +409.11% | 加碼 |
| 16 | PH | Parker Hannifin CORP | +0.2% | +750.00% | 加碼 |
| 17 | XOM | Exxon Mobil CORP | +0.2% | +642.89% | 加碼 |
| 18 | GILD | Gilead Sciences Inc | +0.2% | +1582.01% | 加碼 |
| 19 | VRT | Vertiv Holdings Co-a | +0.2% | +1547.87% | 加碼 |
| 20 | VSDM | Vanguard Short Tax-ex Bond | +0.2% | +4122.90% | 加碼 |
| 21 | ANET | Arista Networks Inc | +0.2% | +1611.30% | 加碼 |
| 22 | NOW | Servicenow Inc | +0.2% | +14043.64% | 加碼 |
| 23 | TRGP | Targa Resources CORP | +0.2% | +3146.08% | 加碼 |
| 24 | TMUS | T-mobile US Inc | +0.2% | +2111.93% | 加碼 |
| 25 | C | Citigroup Inc | +0.2% | +276.01% | 加碼 |
| 26 | NEE | Nextera Energy Inc | +0.2% | +185.54% | 加碼 |
| 27 | WMB | Williams Cos Inc | +0.2% | +622.87% | 加碼 |
| 28 | EQIX | Equinix Inc | +0.2% | +4671.43% | 加碼 |
| 29 | CEG | Constellation Energy | +0.2% | +1622.22% | 加碼 |
| 30 | ABBV | Abbvie Inc | +0.2% | +270.26% | 加碼 |
| 31 | RL | Ralph Lauren CORP | +0.2% | +1654.21% | 加碼 |
| 32 | LIN | Linde plc | +0.2% | +964.80% | 加碼 |
| 33 | AEM | Agnico Eagle Mines LTD | +0.2% | +1866.45% | 加碼 |
| 34 | FCX | Freeport-mcmoran Inc | +0.2% | +990.31% | 加碼 |
| 35 | AMT | American Tower CORP | +0.1% | +1840.00% | 加碼 |
| 36 | HOOD | Robinhood Markets Inc - A | +0.1% | +5612.00% | 加碼 |
| 37 | VTEB | Vanguard Tax-exempt Bond ETF | +0.1% | +14.46% | 加碼 |
| 38 | DGX | Quest Diagnostics Inc | +0.1% | +10.44% | 加碼 |
| 39 | CAT | Caterpillar Inc | 0% | — | 不變 |
| 40 | GOOG | Alphabet Inc-cl C | 0% | +25.95% | 加碼 |
| 41 | AMD | Advanced Micro Devices | 0% | -19.55% | 減碼 |
| 42 | GLW | Corning Inc | 0% | -1.22% | 減碼 |
| 43 | DE | Deere & Co | 0% | -6.17% | 減碼 |
| 44 | EWY | Ishares Msci South Korea ETF | 0% | +296.39% | 加碼 |
| 45 | IWV | Ishares Russell 3000 ETF | 0% | +17.44% | 加碼 |
| 46 | COST | Costco Wholesale CORP | 0% | +2.50% | 加碼 |
| 47 | CIEN | Ciena CORP | 0% | — | 不變 |
| 48 | PODD | Insulet CORP | 0% | +5600.00% | 加碼 |
| 49 | XLV | Ss Health Care Select Sector | 0% | +195.95% | 加碼 |
| 50 | ACWX | Ishares Msci Acwi Ex US ETF | 0% | +20.36% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Acumen Wealth Advisors, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$4.7億，共申報了 439 個公開持股部位。
在 Q1 2026 季度，Acumen Wealth Advisors, LLC 按市值排列的前三大核心持股分別為：IVV (13.4%)、AGG (9.3%)、MSFT (3.7%)。其中最大持股部位 IVV 佔據整體投資組合約 13.4% 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
FEOE
市值: US$179.1萬
本季最大獲利了結 / 清倉標的
IWB
前期市值: US$135.9萬
在 Q1 2026 季度中，Acumen Wealth Advisors, LLC 共進行了 190 項持倉異動，包含新建倉 33 個部位、加碼 68 個部位、減碼 59 個部位以及清倉 30 個部位。 其中最大新建倉標的為 FEOE。 本季清倉部位包含 IWB。
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。