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: 0002128243
申報總市值
US$1.4億
US$1.4億
104 檔
41.0%
在 Q2 2026 申報期間，Athena Wealth Management, LLC（CIK: 0002128243）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$1.4億，共持有 104 個公開申報部位。
在 Q2 2026 期間，Athena Wealth Management, LLC 展現了靈活的資產再平衡步調，透過出清 22 檔弱勢或達到目標價部位，將資金轉置於 20 檔新建倉標的之中。
從部位權重觀察，前 5 大標的（包含 FLDR, AAPL, PVAL）累計市值佔比達 41.0%，是驅動 Athena Wealth Management, LLC 該季度整體投資組合績效表現的核心支柱。
| # | 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 | FLDR | Fidelity Low Durat Fact ETF | ETF-其他 | 30.28% | -1.66% | +9.90% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.28% | +0.86% | +85.78% | |
| 3 | PVAL | Putnam Focused Lrg Cap Value | ETF-其他 | 2.86% | +0.08% | +0.05% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.63% | -0.05% | +0.02% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.47% | +1.24% | +140.89% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.32% | +0.21% | +47.04% | |
| 7 | XOM | Exxon Mobil CORP | 股票-能源 | 2.17% | -2.17% | EXIT | |
| 8 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 2.09% | -0.10% | +3.81% | |
| 9 | C | Citigroup Inc | 股票-金融 | 1.71% | -0.30% | -6.44% | |
| 10 | CSCO | Cisco Systems Inc | 股票-科技 | 1.54% | -0.24% | -27.18% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 1.40% | +0.14% | -0.59% | |
| 12 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.20% | +0.08% | +10.25% | |
| 13 | BAC | Bank Of America CORP | 股票-金融 | 1.18% | -0.03% | +4.92% | |
| 14 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.14% | +0.07% | +49.46% | |
| 15 | LUV | Southwest Airlines Co | 股票-工業 | 1.13% | -0.28% | -0.99% | |
| 16 | FCX | Freeport-mcmoran Inc | 股票-原物料 | 1.12% | +0.07% | +8.93% | |
| 17 | HLT | Hilton Worldwide Holdings In | 股票-循環性消費 | 1.08% | -0.71% | -15.10% | |
| 18 | ALL | Allstate CORP | 股票-金融 | 1.05% | -0.05% | +10.67% | |
| 19 | COP | Conocophillips | 股票-能源 | 1.03% | +0.18% | +1.50% | |
| 20 | PM | Philip Morris International | 股票-非循環性消費 | 1.02% | +0.06% | -1.24% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.94% | -0.03% | +201.80% | |
| 22 | VLO | Valero Energy CORP | 股票-能源 | 0.92% | +0.40% | -4.35% | |
| 23 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.92% | -0.06% | +52.52% | |
| 24 | GDX | Vaneck Gold Miners ETF | ETF-避險與商品 | 0.90% | +0.35% | — | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.90% | -0.61% | -40.23% | |
| 26 | STX | Seagate Technology Holdings plc | 股票-科技 | 0.90% | +0.15% | -57.57% | |
| 27 | COF | Capital One Financial CORP | 股票-金融 | 0.86% | -0.03% | +5.77% | |
| 28 | URI | United Rentals Inc | 股票-工業 | 0.85% | -0.06% | +13.57% | |
| 29 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 0.80% | -0.02% | +0.46% | |
| 30 | GM | General Motors Co | 股票-循環性消費 | 0.79% | -0.02% | -0.26% | |
| 31 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 0.79% | -0.49% | — | |
| 32 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.78% | -0.11% | +1.85% | |
| 33 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.78% | +0.27% | +3.10% | |
| 34 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.77% | -0.04% | +3.02% | |
| 35 | AZN | AstraZeneca PLC | 股票-醫療保健 | 0.74% | -0.12% | -45.55% | |
| 36 | NRG | Nrg Energy Inc | 股票-公用事業 | 0.72% | -0.18% | +123.48% | |
| 37 | PHM | Pultegroup Inc | 股票-循環性消費 | 0.72% | -0.13% | +1.68% | |
| 38 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.70% | +0.08% | — | |
| 39 | CTVA | Corteva Inc | 股票-原物料 | 0.69% | -0.69% | EXIT | |
| 40 | ASML | ASML Holding N.V. | 股票-科技 | 0.68% | -0.06% | +31.52% | |
| 41 | PLD | Prologis Inc | 股票-房地產 | 0.66% | -0.02% | -3.85% | |
| 42 | MCK | Mckesson CORP | 股票-醫療保健 | 0.64% | +0.08% | -24.53% | |
| 43 | NOC | Northrop Grumman CORP | 股票-工業 | 0.61% | -0.03% | +9.17% | |
| 44 | WMT | Walmart Inc | 股票-非循環性消費 | 0.60% | -0.06% | -13.59% | |
| 45 | MELI | Mercadolibre Inc | 股票-循環性消費 | 0.59% | +0.10% | — | |
| 46 | FDX | Fedex CORP | 股票-工業 | 0.59% | -0.08% | -18.77% | |
| 47 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 0.58% | +0.19% | — | |
| 48 | AEP | American Electric Power | 股票-公用事業 | 0.58% | -0.09% | — | |
| 49 | CVX | Chevron CORP | 股票-能源 | 0.56% | +0.06% | -9.08% | |
| 50 | OXY | Occidental Petroleum CORP | 股票-能源 | 0.55% | +0.03% | -17.67% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +2.1% | +85.78% | 加碼 |
| 2 | MSFT | Microsoft CORP | +1.4% | +140.89% | 加碼 |
| 3 | GDX | Vaneck Gold Miners ETF | +0.9% | NEW | 新建倉 |
| 4 | AMZN | Amazon.com Inc | +0.8% | +47.04% | 加碼 |
| 5 | TFLO | Ishares Treasury Floating Ra | +0.8% | NEW | 新建倉 |
| 6 | ABBV | Abbvie Inc | +0.7% | NEW | 新建倉 |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | +0.6% | +201.80% | 加碼 |
| 8 | MELI | Mercadolibre Inc | +0.6% | NEW | 新建倉 |
| 9 | VRTX | Vertex Pharmaceuticals Inc | +0.6% | NEW | 新建倉 |
| 10 | AEP | American Electric Power | +0.6% | NEW | 新建倉 |
| 11 | TSM | Taiwan Semiconductor-sp Adr | +0.5% | +3.81% | 加碼 |
| 12 | UNH | Unitedhealth Group Inc | +0.5% | +52.52% | 加碼 |
| 13 | NRG | Nrg Energy Inc | +0.4% | +123.48% | 加碼 |
| 14 | URI | United Rentals Inc | +0.3% | +13.57% | 加碼 |
| 15 | ASML | ASML Holding N.V. | +0.3% | +31.52% | 加碼 |
| 16 | APH | Amphenol Corp-cl A | +0.3% | NEW | 新建倉 |
| 17 | SCHW | Schwab (charles) CORP | +0.3% | +49.46% | 加碼 |
| 18 | ✓ | +0.3% | NEW | 新建倉 | |
| 19 | MUFG | Mitsubishi Ufj Finl-spon Adr | +0.3% | NEW | 新建倉 |
| 20 | HEI | Heico CORP | +0.3% | NEW | 新建倉 |
| 21 | HSAI | Hesai Group | +0.3% | NEW | 新建倉 |
| 22 | LUV | Southwest Airlines Co | +0.2% | -0.99% | 減碼 |
| 23 | ETN | Eaton Corporation plc | +0.2% | NEW | 新建倉 |
| 24 | KKR | Kkr & Co Inc | +0.2% | NEW | 新建倉 |
| 25 | BDX | Becton Dickinson And Co | +0.2% | NEW | 新建倉 |
| 26 | TT | Trane Technologies plc | +0.2% | NEW | 新建倉 |
| 27 | ZTS | Zoetis Inc | +0.2% | NEW | 新建倉 |
| 28 | KSPI | Jsc Kaspi.kz Adr | +0.2% | +52.49% | 加碼 |
| 29 | PAC | Grupo Aeroportuario Pac-adr | +0.2% | NEW | 新建倉 |
| 30 | LLY | Eli Lilly & Co | +0.2% | NEW | 新建倉 |
| 31 | IYW | Ishares Ustechnology ETF | +0.2% | NEW | 新建倉 |
| 32 | ✓ | +0.2% | NEW | 新建倉 | |
| 33 | ASX | Ase Technology Holding -adr | +0.2% | -0.81% | 減碼 |
| 34 | ALL | Allstate CORP | +0.1% | +10.67% | 加碼 |
| 35 | BAC | Bank Of America CORP | +0.1% | +4.92% | 加碼 |
| 36 | IVV | Ishares Core S&p 500 ETF | +0.1% | +0.02% | 加碼 |
| 37 | CLS | Celestica Inc | +0.1% | +24.69% | 加碼 |
| 38 | C | Citigroup Inc | +0.1% | -6.44% | 減碼 |
| 39 | KO | Coca-cola Co/the | +0.1% | +10.25% | 加碼 |
| 40 | GS | Goldman Sachs Group Inc | +0.1% | +3.02% | 加碼 |
| 41 | BTI | British American Tob-sp Adr | +0.1% | +34.75% | 加碼 |
| 42 | FCX | Freeport-mcmoran Inc | +0.1% | +8.93% | 加碼 |
| 43 | NVDA | Nvidia CORP | +0.1% | -0.59% | 減碼 |
| 44 | COF | Capital One Financial CORP | +0.1% | +5.77% | 加碼 |
| 45 | PHM | Pultegroup Inc | +0.1% | +1.68% | 加碼 |
| 46 | FTEC | Fidelity Msci Info Tech Indx | +0.1% | -11.75% | 減碼 |
| 47 | UBS | UBS Group AG | +0.1% | +10.28% | 加碼 |
| 48 | SAN | Banco Santander Sa-spon Adr | +0.1% | +7.89% | 加碼 |
| 49 | IHG | Intercontinental Hotels-adr | +0.1% | +0.63% | 加碼 |
| 50 | SMFG | Sumitomo Mitsui-spons Adr | +0.1% | +10.57% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Athena Wealth Management, LLC 在 Q2 2026 季度的美股持倉總市值約為 US$1.4億，共申報了 104 個公開持股部位。
在 Q2 2026 季度，Athena Wealth Management, LLC 按市值排列的前三大核心持股分別為：FLDR (30.3%)、AAPL (4.3%)、PVAL (2.9%)。其中最大持股部位 FLDR 佔據整體投資組合約 30.3% 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
GDX
市值: US$120.9萬
本季最大獲利了結 / 清倉標的
ARCC
前期市值: US$138.4萬
在 Q2 2026 季度中，Athena Wealth Management, LLC 共進行了 126 項持倉異動，包含新建倉 20 個部位、加碼 49 個部位、減碼 35 個部位以及清倉 22 個部位。 其中最大新建倉標的為 GDX。 本季清倉部位包含 ARCC。
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。