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: 0002061010
申報總市值
US$1.6億
US$1.6億
123 檔
27.3%
根據最新整理的 13F 季度數據集，AGH Wealth Advisors, LLC 於 Q1 2026 結束時的管理資產規模為 US$1.6億。該機構在本季度申報了 123 檔美股持倉，呈現出該時期的主要投資地圖。
觀察 Q1 2026 的申報異動，AGH Wealth Advisors, LLC 採取了強勁的買進策略，建倉與加碼動作（合計 82 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
整體而言，AGH Wealth Advisors, LLC 的前 5 大持股（包含 SPY, JBND, AVDE）貢獻了組合市值的 27.3%，形成該機構在 Q1 2026 季度的基本面基石。
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 10.22% | +0.12% | -9.88% | |
| 2 | JBND | Jpmorgan Active Bond ETF | ETF-其他 | 6.56% | -0.57% | +40.61% | |
| 3 | AVDE | Avantis International Equity | ETF-其他 | 5.57% | -0.31% | -25.04% | |
| 4 | GLD | Spdr Gold Shares | ETF-避險與商品 | 5.38% | -1.38% | -0.81% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 4.16% | +0.02% | +8.23% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 4.05% | +0.36% | +2.25% | |
| 7 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 3.14% | +0.38% | -26.80% | |
| 8 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 3.00% | +0.24% | +2.73% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.85% | -0.36% | — | |
| 10 | PWV | Invesco Large Cap Value ETF | ETF-大型股與成長 | 2.69% | -0.09% | +2.73% | |
| 11 | AVGO | Broadcom Inc | 股票-科技 | 2.12% | +0.11% | +5.48% | |
| 12 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.09% | -0.06% | +2.69% | |
| 13 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 1.61% | +0.10% | +71.16% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.58% | +0.35% | +3.95% | |
| 15 | AVEM | Avantis Emerging Markets Eq | ETF-新興市場 | 1.55% | +0.10% | — | |
| 16 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.52% | +0.20% | +2.26% | |
| 17 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.37% | -0.15% | +5.43% | |
| 18 | XOM | Exxon Mobil CORP | 股票-能源 | 1.37% | -0.40% | +1.08% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.29% | -0.01% | -0.13% | |
| 20 | AVLV | Avantis US Large Cap Value | ETF-大型股與成長 | 1.14% | +0.01% | -3.09% | |
| 21 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-其他 | 1.03% | -0.19% | — | |
| 22 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 0.96% | +0.04% | +4.00% | |
| 23 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.92% | -0.23% | +4.87% | |
| 24 | NFLX | Netflix Inc | 股票-通訊服務 | 0.89% | -0.35% | +13.23% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.89% | -0.09% | +4.76% | |
| 26 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.85% | -0.07% | +5.25% | |
| 27 | DTCR | Global X Data Center & Digit | ETF-其他 | 0.83% | +0.13% | — | |
| 28 | SLV | Ishares Silver Trust | ETF-避險與商品 | 0.79% | -0.23% | — | |
| 29 | EVRG | Evergy Inc | 股票-公用事業 | 0.76% | -0.07% | — | |
| 30 | V | Visa Inc-class A Shares | 股票-金融 | 0.66% | +0.05% | -2.92% | |
| 31 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.65% | -0.16% | +36.74% | |
| 32 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.61% | -0.04% | — | |
| 33 | AMAT | Applied Materials Inc | 股票-科技 | 0.60% | +0.36% | -2.48% | |
| 34 | BAC | Bank Of America CORP | 股票-金融 | 0.59% | +0.06% | -5.21% | |
| 35 | TSLA | Tesla Inc | 股票-循環性消費 | 0.59% | +0.08% | -2.85% | |
| 36 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.58% | — | +7.20% | |
| 37 | RTX | Rtx CORP | 股票-工業 | 0.58% | -0.09% | -5.84% | |
| 38 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.57% | +0.09% | +3.80% | |
| 39 | COP | Conocophillips | 股票-能源 | 0.53% | -0.25% | +2.08% | |
| 40 | WMT | Walmart Inc | 股票-非循環性消費 | 0.53% | -0.11% | +7.00% | |
| 41 | GD | General Dynamics CORP | 股票-工業 | 0.51% | -0.06% | +0.39% | |
| 42 | LIN | Linde plc | 股票-原物料 | 0.48% | -0.04% | +9.35% | |
| 43 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.46% | +0.05% | -1.26% | |
| 44 | CVX | Chevron CORP | 股票-能源 | 0.46% | -0.16% | +4.71% | |
| 45 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.46% | -0.01% | — | |
| 46 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.45% | -0.07% | — | |
| 47 | CSCO | Cisco Systems Inc | 股票-科技 | 0.44% | +0.19% | +16.65% | |
| 48 | WMB | Williams Cos Inc | 股票-能源 | 0.44% | -0.05% | -0.08% | |
| 49 | INTC | Intel CORP | 股票-科技 | 0.43% | +0.75% | +28.18% | |
| 50 | CME | Cme Group Inc | 股票-金融 | 0.43% | -0.14% | +8.25% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | JBND | Jpmorgan Active Bond ETF | +1.8% | +40.61% | 加碼 |
| 2 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.7% | +71.16% | 加碼 |
| 3 | XOM | Exxon Mobil CORP | +0.4% | +1.08% | 加碼 |
| 4 | GLD | Spdr Gold Shares | +0.3% | -0.81% | 減碼 |
| 5 | VZ | Verizon Communications Inc | +0.2% | +4.87% | 加碼 |
| 6 | JNJ | Johnson & Johnson | +0.2% | +5.25% | 加碼 |
| 7 | COP | Conocophillips | +0.2% | +2.08% | 加碼 |
| 8 | PWV | Invesco Large Cap Value ETF | +0.1% | +2.73% | 加碼 |
| 9 | INTC | Intel CORP | +0.1% | +28.18% | 加碼 |
| 10 | CVX | Chevron CORP | +0.1% | +4.71% | 加碼 |
| 11 | AMAT | Applied Materials Inc | +0.1% | -2.48% | 減碼 |
| 12 | NFLX | Netflix Inc | +0.1% | +13.23% | 加碼 |
| 13 | PSX | Phillips 66 | +0.1% | +0.60% | 加碼 |
| 14 | TXN | Texas Instruments Inc | +0.1% | +38.78% | 加碼 |
| 15 | LIN | Linde plc | +0.1% | +9.35% | 加碼 |
| 16 | T | At&t Inc | +0.1% | +13.79% | 加碼 |
| 17 | WMT | Walmart Inc | +0.1% | +7.00% | 加碼 |
| 18 | EVRG | Evergy Inc | +0.1% | — | 不變 |
| 19 | KO | Coca-cola Co/the | +0.1% | +7.20% | 加碼 |
| 20 | TMUS | T-mobile US Inc | +0.1% | +39.51% | 加碼 |
| 21 | PFE | Pfizer Inc | +0.1% | +28.77% | 加碼 |
| 22 | WMB | Williams Cos Inc | +0.1% | -0.08% | 減碼 |
| 23 | ETN | Eaton Corporation plc | +0.1% | +8.92% | 加碼 |
| 24 | PLTR | Palantir Technologies Inc-a | +0.1% | +36.74% | 加碼 |
| 25 | COST | Costco Wholesale CORP | +0.1% | +12.38% | 加碼 |
| 26 | CSCO | Cisco Systems Inc | +0.1% | +16.65% | 加碼 |
| 27 | CME | Cme Group Inc | +0.1% | +8.25% | 加碼 |
| 28 | MRK | Merck & Co. Inc. | +0.1% | +14.72% | 加碼 |
| 29 | TSM | Taiwan Semiconductor-sp Adr | 0% | +4.50% | 加碼 |
| 30 | WELL | Welltower Inc | 0% | +4.74% | 加碼 |
| 31 | MCD | Mcdonald's CORP | 0% | +15.16% | 加碼 |
| 32 | USB | US Bancorp | 0% | +17.12% | 加碼 |
| 33 | GILD | Gilead Sciences Inc | 0% | +2.49% | 加碼 |
| 34 | PG | Procter & Gamble Co/the | 0% | +11.07% | 加碼 |
| 35 | TJX | Tjx Companies Inc | 0% | +10.35% | 加碼 |
| 36 | PM | Philip Morris International | 0% | +5.02% | 加碼 |
| 37 | ASML | ASML Holding N.V. | 0% | -8.16% | 減碼 |
| 38 | CB | Chubb Limited | 0% | +9.08% | 加碼 |
| 39 | PEP | Pepsico Inc | 0% | +2.96% | 加碼 |
| 40 | MU | Micron Technology Inc | 0% | -9.52% | 減碼 |
| 41 | GWW | Ww Grainger Inc | 0% | -0.57% | 減碼 |
| 42 | APD | Air Products & Chemicals Inc | 0% | -7.06% | 減碼 |
| 43 | DE | Deere & Co | 0% | -8.06% | 減碼 |
| 44 | MRSH | Marsh & Mclennan Cos | 0% | +14.07% | 加碼 |
| 45 | GQI | Natixis Gateway Quality Inc | 0% | +14.18% | 加碼 |
| 46 | AVLV | Avantis US Large Cap Value | 0% | -3.09% | 減碼 |
| 47 | AVUS | Avantis U.s. Equity ETF | 0% | +4.00% | 加碼 |
| 48 | PH | Parker Hannifin CORP | 0% | +7.04% | 加碼 |
| 49 | SBUX | Starbucks CORP | 0% | +1.40% | 加碼 |
| 50 | MCK | Mckesson CORP | 0% | -0.26% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，AGH Wealth Advisors, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$1.6億，共申報了 123 個公開持股部位。
在 Q1 2026 季度，AGH Wealth Advisors, LLC 按市值排列的前三大核心持股分別為：SPY (10.2%)、JBND (6.6%)、AVDE (5.6%)。其中最大持股部位 SPY 佔據整體投資組合約 10.2% 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
AVEM
市值: US$210.6萬
本季最大獲利了結 / 清倉標的
NOW
前期市值: US$29.0萬
在 Q1 2026 季度中，AGH Wealth Advisors, LLC 共進行了 123 項持倉異動，包含新建倉 15 個部位、加碼 67 個部位、減碼 34 個部位以及清倉 7 個部位。 其中最大新建倉標的為 AVEM。 本季清倉部位包含 NOW。
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。