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: 0002067581
申報總市值
US$2.4億
US$2.4億
607 檔
26.6%
截至 Q2 2026 季度末，Bullock Wealth Management Group 的美股持倉估值約為 US$2.4億，全數申報部位共有 607 檔。
在 Q2 2026，Bullock Wealth Management Group 操作展現出積極擴展與加碼意向。本季共新建倉 9 個新部位，並對 100 個既有持股進行加碼（合計增持 109 檔），相較減碼與清倉部位顯著佔優。
檢視投資組合結構，前 5 大主力部位（包含 PTLC, NVDA, PTNQ）占據了總市值的 26.6%，展現出該機構在 Q2 2026 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 607 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 | PTLC | Pacer Trendpilot US Large Ca | ETF-其他 | 12.99% | +0.31% | +3.37% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.21% | +0.63% | -0.65% | |
| 3 | PTNQ | Pacer Trendpilot 100 ETF | ETF-其他 | 3.78% | +0.52% | +9.13% | |
| 4 | PTIN | Pacer Trendpilot Intl ETF | ETF-其他 | 3.37% | +0.13% | +7.42% | |
| 5 | PTMC | Pacer Trendpilot US Mid Cap | ETF-其他 | 2.43% | +0.15% | +1.50% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 1.80% | +0.48% | -1.59% | |
| 7 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 1.80% | +0.25% | +18.79% | |
| 8 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.64% | +0.03% | -6.78% | |
| 9 | AAPL | Apple Inc | 股票-科技 | 1.63% | +0.12% | +0.73% | |
| 10 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.53% | -0.11% | -4.67% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.35% | -0.13% | +24.80% | |
| 12 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.34% | — | +28.73% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.29% | -0.11% | +67.09% | |
| 14 | CAT | Caterpillar Inc | 股票-工業 | 1.20% | -0.25% | -11.98% | |
| 15 | DFAE | Dimensional Emerging Core Eq | ETF-新興市場 | 1.14% | +0.03% | +19.45% | |
| 16 | AVGO | Broadcom Inc | 股票-科技 | 1.09% | -0.12% | -4.90% | |
| 17 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.92% | -0.02% | -5.18% | |
| 18 | DUSB | Dimension Ultrashort Fi ETF | ETF-其他 | 0.85% | -0.01% | -30.97% | |
| 19 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.82% | -0.82% | EXIT | |
| 20 | AMAT | Applied Materials Inc | 股票-科技 | 0.78% | -0.17% | -30.48% | |
| 21 | AMD | Advanced Micro Devices | 股票-科技 | 0.77% | +0.08% | +5.16% | |
| 22 | SYK | Stryker CORP | 股票-醫療保健 | 0.75% | -0.12% | +4.32% | |
| 23 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.74% | +0.02% | -3.84% | |
| 24 | WMT | Walmart Inc | 股票-非循環性消費 | 0.74% | -0.03% | +47.31% | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.70% | — | +20.47% | |
| 26 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-其他 | 0.68% | -0.02% | +23.88% | |
| 27 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-其他 | 0.68% | -0.02% | +23.34% | |
| 28 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.67% | -0.06% | -15.67% | |
| 29 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.67% | +0.03% | +8.07% | |
| 30 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-其他 | 0.66% | — | +23.60% | |
| 31 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-其他 | 0.65% | -0.01% | +25.38% | |
| 32 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.65% | +0.10% | +170.81% | |
| 33 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.65% | +0.06% | -5.46% | |
| 34 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-其他 | 0.64% | -0.02% | +26.82% | |
| 35 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.63% | -0.09% | -11.87% | |
| 36 | AFL | Aflac Inc | 股票-金融 | 0.62% | -0.06% | -15.82% | |
| 37 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.62% | +0.01% | +16.38% | |
| 38 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.62% | -0.03% | -15.79% | |
| 39 | FTNT | Fortinet Inc | 股票-科技 | 0.59% | +0.06% | -4.15% | |
| 40 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.56% | +0.26% | +9.60% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.56% | -0.02% | -11.04% | |
| 42 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.54% | -0.05% | +35.05% | |
| 43 | LIN | Linde plc | 股票-原物料 | 0.53% | -0.07% | +1.54% | |
| 44 | NFLX | Netflix Inc | 股票-通訊服務 | 0.53% | -0.05% | +21.23% | |
| 45 | SNOW | Snowflake Inc | 股票-科技 | 0.53% | +0.05% | — | |
| 46 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.53% | -0.11% | -5.32% | |
| 47 | CSCO | Cisco Systems Inc | 股票-科技 | 0.53% | -0.05% | -0.63% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.53% | -0.16% | -6.21% | |
| 49 | ANET | Arista Networks Inc | 股票-科技 | 0.52% | +0.10% | +4.16% | |
| 50 | CAH | Cardinal Health Inc | 股票-醫療保健 | 0.52% | -0.02% | +2.90% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.6% | +67.09% | 加碼 |
| 2 | AMD | Advanced Micro Devices | +0.4% | +5.16% | 加碼 |
| 3 | PTNQ | Pacer Trendpilot 100 ETF | +0.4% | +9.13% | 加碼 |
| 4 | META | Meta Platforms Inc-class A | +0.4% | +170.81% | 加碼 |
| 5 | AMZN | Amazon.com Inc | +0.3% | +28.73% | 加碼 |
| 6 | PANW | Palo Alto Networks Inc | +0.3% | -5.46% | 減碼 |
| 7 | JPM | Jpmorgan Chase & Co | +0.2% | +24.80% | 加碼 |
| 8 | INTC | Intel CORP | +0.2% | -5.00% | 減碼 |
| 9 | FTNT | Fortinet Inc | +0.2% | -4.15% | 減碼 |
| 10 | LRCX | Lam Research CORP | +0.2% | +61.45% | 加碼 |
| 11 | SNDK | Sandisk CORP | +0.2% | +108.27% | 加碼 |
| 12 | KLAC | Kla CORP | +0.2% | +2290.63% | 加碼 |
| 13 | DFAE | Dimensional Emerging Core Eq | +0.2% | +19.45% | 加碼 |
| 14 | RSPT | Invesco S&p 500 Equal Weight | +0.2% | -6.78% | 減碼 |
| 15 | SNOW | Snowflake Inc | +0.2% | — | 不變 |
| 16 | IBKR | Interactive Brokers Gro-cl A | +0.2% | +64.19% | 加碼 |
| 17 | WDC | Western Digital CORP | +0.2% | +162.89% | 加碼 |
| 18 | STX | Seagate Technology Holdings plc | +0.2% | +148.40% | 加碼 |
| 19 | DFAS | Dimensional US Small Cap ETF | +0.1% | +22.36% | 加碼 |
| 20 | IJR | Ishares Core S&p Small-cap E | +0.1% | +20.47% | 加碼 |
| 21 | XLI | Ss Industrial Select Sector | +0.1% | +35.05% | 加碼 |
| 22 | CBOE | Cboe Global Markets Inc | +0.1% | +431.19% | 加碼 |
| 23 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +16.38% | 加碼 |
| 24 | CSCO | Cisco Systems Inc | +0.1% | -0.63% | 減碼 |
| 25 | MRVL | Marvell Technology Inc | +0.1% | NEW | 新建倉 |
| 26 | RTX | Rtx CORP | +0.1% | +71.90% | 加碼 |
| 27 | KO | Coca-cola Co/the | +0.1% | +133.84% | 加碼 |
| 28 | MCK | Mckesson CORP | +0.1% | +168.30% | 加碼 |
| 29 | ✓ | +0.1% | NEW | 新建倉 | |
| 30 | AMAT | Applied Materials Inc | +0.1% | -30.48% | 減碼 |
| 31 | ANET | Arista Networks Inc | +0.1% | +4.16% | 加碼 |
| 32 | IBDX | Ishares Ibonds Dec 2032 Tc | +0.1% | +41.63% | 加碼 |
| 33 | QTUM | Defiance Quantum ETF | +0.1% | +11.87% | 加碼 |
| 34 | WMT | Walmart Inc | +0.1% | +47.31% | 加碼 |
| 35 | TXN | Texas Instruments Inc | +0.1% | +0.40% | 加碼 |
| 36 | FLEX | Flex Ltd. | +0.1% | — | 不變 |
| 37 | COWZ | Pacer US Cash Cows 100 ETF | +0.1% | +18.79% | 加碼 |
| 38 | VOO | Vanguard S&p 500 ETF | +0.1% | +73.40% | 加碼 |
| 39 | WM | Waste Management Inc | +0.1% | +86.72% | 加碼 |
| 40 | ✓ | +0.1% | NEW | 新建倉 | |
| 41 | PTIN | Pacer Trendpilot Intl ETF | +0.1% | +7.42% | 加碼 |
| 42 | IBDW | Ishares Ibonds Dec 2031 CORP | +0.1% | +26.82% | 加碼 |
| 43 | IBDV | Ishares Ibonds Dec 2030 CORP | +0.1% | +25.38% | 加碼 |
| 44 | DFAC | Dimensional US Core Equity 2 | +0.1% | NEW | 新建倉 |
| 45 | LLY | Eli Lilly & Co | 0% | -4.67% | 減碼 |
| 46 | CAT | Caterpillar Inc | 0% | -11.98% | 減碼 |
| 47 | TRV | Travelers Cos Inc/the | 0% | +8.07% | 加碼 |
| 48 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | 0% | +23.88% | 加碼 |
| 49 | IBDU | Ishares Ibonds Dec 2029 Term | 0% | +23.34% | 加碼 |
| 50 | IBDT | Ishares Ibonds Dec 2028 ETF | 0% | +23.60% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Bullock Wealth Management Group 在 Q2 2026 季度的美股持倉總市值約為 US$2.4億，共申報了 607 個公開持股部位。
在 Q2 2026 季度，Bullock Wealth Management Group 按市值排列的前三大核心持股分別為：PTLC (13.0%)、NVDA (5.2%)、PTNQ (3.8%)。其中最大持股部位 PTLC 佔據整體投資組合約 13.0% 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
MRVL
市值: US$27.0萬
本季最大獲利了結 / 清倉標的
MDY
前期市值: US$7.3萬
在 Q2 2026 季度中，Bullock Wealth Management Group 共進行了 175 項持倉異動，包含新建倉 9 個部位、加碼 100 個部位、減碼 63 個部位以及清倉 3 個部位。 其中最大新建倉標的為 MRVL。 本季清倉部位包含 MDY。
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。