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: 0001725362
申報總市值
US$3.2億
US$3.2億
73 檔
25.8%
截至 Q2 2026 季度末，Bell & Brown Wealth Advisors, LLC 的美股持倉估值約為 US$3.2億，全數申報部位共有 73 檔。
Bell & Brown Wealth Advisors, LLC 在 Q2 2026 進行了結構性的板塊輪動與部位換股。在開立 7 個全新部位及加碼 31 檔持股的同時，亦同步清倉 2 檔並減碼 32 檔標的。
整體而言，Bell & Brown Wealth Advisors, LLC 的前 5 大持股（包含 AVGO, GOOGL, AAPL）貢獻了組合市值的 25.8%，形成該機構在 Q2 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 | AVGO | Broadcom Inc | 股票-科技 | 5.76% | -0.56% | -7.47% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 5.61% | -0.38% | -2.43% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 5.45% | +0.68% | -0.67% | |
| 4 | LLY | Eli Lilly & Co | 股票-醫療保健 | 4.36% | -0.32% | -1.52% | |
| 5 | GS | Goldman Sachs Group Inc | 股票-金融 | 3.81% | -0.59% | -1.36% | |
| 6 | VLO | Valero Energy CORP | 股票-能源 | 3.21% | +1.29% | -4.02% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.18% | -0.05% | -0.70% | |
| 8 | XOM | Exxon Mobil CORP | 股票-能源 | 3.07% | -3.07% | EXIT | |
| 9 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.77% | +0.72% | +0.28% | |
| 10 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.77% | +0.08% | -0.14% | |
| 11 | TSLA | Tesla Inc | 股票-循環性消費 | 2.67% | -0.16% | +13.77% | |
| 12 | QCOM | Qualcomm Inc | 股票-科技 | 2.50% | -0.05% | -0.80% | |
| 13 | BA | Boeing Co/the | 股票-工業 | 2.42% | +0.01% | +0.54% | |
| 14 | WSM | Williams-sonoma Inc | 股票-循環性消費 | 2.04% | -1.95% | -0.53% | |
| 15 | FDX | Fedex CORP | 股票-工業 | 2.00% | -0.17% | -0.33% | |
| 16 | WMT | Walmart Inc | 股票-非循環性消費 | 1.95% | -0.09% | -0.30% | |
| 17 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.88% | -0.07% | +0.91% | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 1.87% | +0.74% | +3.96% | |
| 19 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.84% | -0.20% | +6.10% | |
| 20 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.72% | +0.19% | +1.26% | |
| 21 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.68% | +0.16% | +2.09% | |
| 22 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.63% | -0.02% | -0.86% | |
| 23 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.58% | -0.15% | +0.97% | |
| 24 | WFC | Wells Fargo & Co | 股票-金融 | 1.58% | — | +1.33% | |
| 25 | CVX | Chevron CORP | 股票-能源 | 1.54% | +0.37% | -0.34% | |
| 26 | RTX | Rtx CORP | 股票-工業 | 1.51% | -0.11% | +0.60% | |
| 27 | AXP | American Express Co | 股票-金融 | 1.45% | -0.19% | -0.91% | |
| 28 | ORCL | Oracle CORP | 股票-科技 | 1.42% | -0.11% | +1.60% | |
| 29 | OXY | Occidental Petroleum CORP | 股票-能源 | 1.38% | +0.19% | +0.99% | |
| 30 | C | Citigroup Inc | 股票-金融 | 1.35% | -0.18% | +0.66% | |
| 31 | AMGN | Amgen Inc | 股票-醫療保健 | 1.24% | +0.23% | -0.03% | |
| 32 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.15% | +0.03% | -0.08% | |
| 33 | PYPL | Paypal Holdings Inc | 股票-金融 | 1.13% | +0.10% | +7.16% | |
| 34 | HD | Home Depot Inc | 股票-循環性消費 | 1.12% | -0.19% | +5.51% | |
| 35 | WMB | Williams Cos Inc | 股票-能源 | 1.12% | -0.07% | -2.27% | |
| 36 | ULTA | Ulta Beauty Inc | 股票-循環性消費 | 1.03% | +0.23% | -3.42% | |
| 37 | COF | Capital One Financial CORP | 股票-金融 | 1.03% | -0.01% | -0.47% | |
| 38 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 1.02% | -0.02% | -3.07% | |
| 39 | NFLX | Netflix Inc | 股票-通訊服務 | 0.99% | +0.05% | +11.06% | |
| 40 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.97% | -0.11% | +3.51% | |
| 41 | Q | Qnity Electronics Inc | 股票-科技 | 0.96% | -0.28% | -7.72% | |
| 42 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.92% | -0.01% | +4.79% | |
| 43 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.89% | +0.02% | +4.98% | |
| 44 | UBER | Uber Technologies Inc | 股票-工業 | 0.80% | +0.02% | +13.79% | |
| 45 | TGT | Target CORP | 股票-循環性消費 | 0.78% | +0.22% | +3.17% | |
| 46 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.74% | +0.03% | +1.81% | |
| 47 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.68% | -0.16% | -1.76% | |
| 48 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.67% | -0.03% | +6.98% | |
| 49 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.67% | -0.09% | +82.82% | |
| 50 | CE | Celanese CORP | 股票-原物料 | 0.62% | +0.57% | +12.43% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | +0.7% | -1.52% | 減碼 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.7% | -2.43% | 減碼 |
| 3 | UNH | Unitedhealth Group Inc | +0.6% | +6.10% | 加碼 |
| 4 | ✓ | +0.6% | NEW | 新建倉 | |
| 5 | QCOM | Qualcomm Inc | +0.6% | -0.80% | 減碼 |
| 6 | ✓ | +0.5% | NEW | 新建倉 | |
| 7 | TSLA | Tesla Inc | +0.5% | +13.77% | 加碼 |
| 8 | GS | Goldman Sachs Group Inc | +0.4% | -1.36% | 減碼 |
| 9 | WSM | Williams-sonoma Inc | +0.3% | -0.53% | 減碼 |
| 10 | AVGO | Broadcom Inc | +0.3% | -7.47% | 減碼 |
| 11 | AAPL | Apple Inc | +0.3% | -0.67% | 減碼 |
| 12 | LOW | Lowe's Cos Inc | +0.3% | +82.82% | 加碼 |
| 13 | C | Citigroup Inc | +0.2% | +0.66% | 加碼 |
| 14 | AMZN | Amazon.com Inc | +0.2% | -0.14% | 減碼 |
| 15 | Q | Qnity Electronics Inc | +0.2% | -7.72% | 減碼 |
| 16 | ✓ | +0.2% | NEW | 新建倉 | |
| 17 | AMD | Advanced Micro Devices | +0.2% | -12.33% | 減碼 |
| 18 | SBUX | Starbucks CORP | +0.1% | +0.97% | 加碼 |
| 19 | JPM | Jpmorgan Chase & Co | +0.1% | -0.70% | 減碼 |
| 20 | MRVL | Marvell Technology Inc | +0.1% | NEW | 新建倉 |
| 21 | KMB | Kimberly-clark CORP | +0.1% | +6.98% | 加碼 |
| 22 | NUE | Nucor CORP | +0.1% | NEW | 新建倉 |
| 23 | GE | General Electric | +0.1% | -1.08% | 減碼 |
| 24 | NET | Cloudflare Inc - Class A | +0.1% | NEW | 新建倉 |
| 25 | IVV | Ishares Core S&p 500 ETF | +0.1% | NEW | 新建倉 |
| 26 | HD | Home Depot Inc | +0.1% | +5.51% | 加碼 |
| 27 | GOOG | Alphabet Inc-cl C | +0.1% | +0.03% | 加碼 |
| 28 | BA | Boeing Co/the | +0.1% | +0.54% | 加碼 |
| 29 | AXP | American Express Co | +0.1% | -0.91% | 減碼 |
| 30 | UBER | Uber Technologies Inc | +0.1% | +13.79% | 加碼 |
| 31 | MS | Morgan Stanley | +0.1% | +0.39% | 加碼 |
| 32 | GEV | GE Vernova Inc | +0.1% | +0.49% | 加碼 |
| 33 | MRK | Merck & Co. Inc. | 0% | +1.26% | 加碼 |
| 34 | COF | Capital One Financial CORP | 0% | -0.47% | 減碼 |
| 35 | TGT | Target CORP | 0% | +3.17% | 加碼 |
| 36 | NVDA | Nvidia CORP | 0% | +0.02% | 加碼 |
| 37 | IBRX | Immunitybio Inc | 0% | — | 不變 |
| 38 | CRWD | Crowdstrike Holdings Inc - A | 0% | -40.40% | 減碼 |
| 39 | QQQ | Invesco Qqq Trust Series 1 | 0% | — | 不變 |
| 40 | KO | Coca-cola Co/the | — | -0.08% | 減碼 |
| 41 | PG | Procter & Gamble Co/the | — | +4.98% | 加碼 |
| 42 | V | Visa Inc-class A Shares | — | — | 不變 |
| 43 | JNJ | Johnson & Johnson | 0% | -1.57% | 減碼 |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -3.67% | 減碼 |
| 45 | WFC | Wells Fargo & Co | 0% | +1.33% | 加碼 |
| 46 | NOC | Northrop Grumman CORP | 0% | +0.21% | 加碼 |
| 47 | CTVA | Corteva Inc | 0% | -1.50% | 減碼 |
| 48 | MSFT | Microsoft CORP | 0% | +3.96% | 加碼 |
| 49 | AMGN | Amgen Inc | -0.1% | -0.03% | 減碼 |
| 50 | IOSP | Innospec Inc | -0.1% | -47.46% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Bell & Brown Wealth Advisors, LLC 在 Q2 2026 季度的美股持倉總市值約為 US$3.2億，共申報了 73 個公開持股部位。
在 Q2 2026 季度，Bell & Brown Wealth Advisors, LLC 按市值排列的前三大核心持股分別為：AVGO (5.8%)、GOOGL (5.6%)、AAPL (5.5%)。其中最大持股部位 AVGO 佔據整體投資組合約 5.8% 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
市值: US$205.2萬
本季最大獲利了結 / 清倉標的
6D8
前期市值: US$198.7萬
在 Q2 2026 季度中，Bell & Brown Wealth Advisors, LLC 共進行了 72 項持倉異動，包含新建倉 7 個部位、加碼 31 個部位、減碼 32 個部位以及清倉 2 個部位。 其中最大新建倉標的為 。 本季清倉部位包含 6D8。
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。