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: 0001839421
申報總市值
US$4.9億
US$4.9億
181 檔
31.2%
在 Q2 2026 申報期間，Centennial Wealth Advisory LLC（CIK: 0001839421）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$4.9億，共持有 181 個公開申報部位。
在 Q2 2026 期間，Centennial Wealth Advisory LLC 展現了靈活的資產再平衡步調，透過出清 17 檔弱勢或達到目標價部位，將資金轉置於 38 檔新建倉標的之中。
在資產配置集中度方面，Centennial Wealth Advisory LLC 的前 5 大核心持股（包含 BUFD, FTCB, BUFQ 等）合計佔整體申報市值的 31.2%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-其他 | 11.52% | -0.01% | -1.63% | |
| 2 | FTCB | Ft Core Investment Grade ETF | ETF-投資等級公司債 | 6.39% | -0.97% | +30.36% | |
| 3 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | ETF-其他 | 4.95% | +0.74% | +13.07% | |
| 4 | AVIG | Avantis Core Fixed Income | ETF-其他 | 4.95% | -0.36% | +0.12% | |
| 5 | BUFG | Ft Vest Buffered Allocation | ETF-其他 | 4.85% | +0.67% | +14.13% | |
| 6 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 3.72% | — | -1.87% | |
| 7 | BUFT | Ft Vest Buffered Allocation | ETF-其他 | 3.62% | — | -1.80% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.08% | -0.11% | -1.71% | |
| 9 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 2.85% | -0.13% | -2.12% | |
| 10 | CGMS | Cap Group US Multi-sect Bond | ETF-其他 | 2.82% | -0.38% | +5.45% | |
| 11 | BUFS | Ftvest Lddrdsmcpmod Buff ETF | ETF-其他 | 2.53% | +0.25% | +14.21% | |
| 12 | AAPL | Apple Inc | 股票-科技 | 2.21% | +0.23% | +0.40% | |
| 13 | LMBS | First Trust Low Duration Opp | ETF-其他 | 1.88% | -0.18% | -30.18% | |
| 14 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 1.86% | -0.11% | -0.65% | |
| 15 | RDVY | First Trust Rising Dividend | ETF-其他 | 1.75% | +0.02% | +2.49% | |
| 16 | FTGS | First Trust Grwth Strgth ETF | ETF-其他 | 1.71% | +0.07% | -1.08% | |
| 17 | LVHI | Franklin International Low V | ETF-其他 | 1.53% | +0.06% | +8.69% | |
| 18 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 1.51% | +0.06% | -5.16% | |
| 19 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 1.42% | +0.12% | +9.87% | |
| 20 | NVDA | Nvidia CORP | 股票-科技 | 1.31% | +0.16% | -1.35% | |
| 21 | LGOV | First Tr Long Duration O-etf | ETF-其他 | 1.21% | -0.17% | -33.74% | |
| 22 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 0.97% | -0.05% | -7.90% | |
| 23 | WCMI | Ft Wcm International ETF | ETF-其他 | 0.96% | -0.01% | — | |
| 24 | AVEM | Avantis Emerging Markets Eq | ETF-新興市場 | 0.82% | -0.01% | -0.23% | |
| 25 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.77% | +0.01% | +7.98% | |
| 26 | FLRG | Fidelity US Multifactor ETF | ETF-其他 | 0.74% | -0.03% | -0.77% | |
| 27 | MSFT | Microsoft CORP | 股票-科技 | 0.74% | +0.22% | +5.55% | |
| 28 | MBB | Ishares Mbs ETF | ETF-其他 | 0.70% | -0.08% | +0.34% | |
| 29 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.70% | -0.59% | +0.32% | |
| 30 | PYLD | Pimco Multisector Bond Actv | ETF-其他 | 0.68% | -0.04% | +0.68% | |
| 31 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.66% | -0.02% | -0.64% | |
| 32 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.59% | +0.01% | +1.69% | |
| 33 | SCIO | Ft Struct Credit Inc Opp ETF | ETF-其他 | 0.53% | -0.06% | — | |
| 34 | SLV | Ishares Silver Trust | ETF-避險與商品 | 0.51% | -0.01% | -0.86% | |
| 35 | IBM | Intl Business Machines CORP | 股票-科技 | 0.51% | -0.13% | -20.18% | |
| 36 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.49% | +0.08% | +4.78% | |
| 37 | MU | Micron Technology Inc | 股票-科技 | 0.48% | -0.01% | -1.42% | |
| 38 | CDX | Simplify High Yield ETF | ETF-非投資等級債 | 0.45% | -0.03% | +0.92% | |
| 39 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.44% | +0.10% | -1.73% | |
| 40 | AVGO | Broadcom Inc | 股票-科技 | 0.41% | -0.05% | +7.29% | |
| 41 | ILDR | First Trust Innovation Leade | ETF-其他 | 0.40% | +0.03% | — | |
| 42 | AVSC | Avantis US Small Cap Equity | ETF-中小型股 | 0.38% | -0.09% | -2.13% | |
| 43 | AMD | Advanced Micro Devices | 股票-科技 | 0.37% | -0.01% | -10.78% | |
| 44 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.34% | -0.06% | -1.48% | |
| 45 | CLOA | Ishares Aaa Clo Act Etf-usdi | ETF-其他 | 0.33% | -0.01% | +0.32% | |
| 46 | TSLA | Tesla Inc | 股票-循環性消費 | 0.32% | -0.06% | +2.27% | |
| 47 | FDT | First Trust Develp Mkt Ex-us | ETF-其他 | 0.31% | +0.01% | — | |
| 48 | WMT | Walmart Inc | 股票-非循環性消費 | 0.31% | -0.02% | +11.75% | |
| 49 | AMAT | Applied Materials Inc | 股票-科技 | 0.29% | -0.09% | -1.43% | |
| 50 | FICS | Ft International Dev Cap Str | ETF-其他 | 0.29% | -0.01% | -78.14% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | WCMI | Ft Wcm International ETF | +1% | NEW | 新建倉 |
| 2 | FTCB | Ft Core Investment Grade ETF | +0.9% | +30.36% | 加碼 |
| 3 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | +0.5% | +13.07% | 加碼 |
| 4 | SCIO | Ft Struct Credit Inc Opp ETF | +0.5% | NEW | 新建倉 |
| 5 | BUFG | Ft Vest Buffered Allocation | +0.5% | +14.13% | 加碼 |
| 6 | ILDR | First Trust Innovation Leade | +0.4% | NEW | 新建倉 |
| 7 | MU | Micron Technology Inc | +0.3% | -1.42% | 減碼 |
| 8 | FDT | First Trust Develp Mkt Ex-us | +0.3% | NEW | 新建倉 |
| 9 | KMB | Kimberly-clark CORP | +0.3% | NEW | 新建倉 |
| 10 | BUFS | Ftvest Lddrdsmcpmod Buff ETF | +0.3% | +14.21% | 加碼 |
| 11 | MDLZ | Mondelez International Inc-a | +0.2% | NEW | 新建倉 |
| 12 | PKG | Packaging CORP Of America | +0.2% | NEW | 新建倉 |
| 13 | AMD | Advanced Micro Devices | +0.2% | -10.78% | 減碼 |
| 14 | GIS | General Mills Inc | +0.2% | NEW | 新建倉 |
| 15 | TGT | Target CORP | +0.2% | NEW | 新建倉 |
| 16 | SW | Smurfit Westrock Plc | +0.2% | NEW | 新建倉 |
| 17 | WSO | Watsco Inc | +0.2% | NEW | 新建倉 |
| 18 | NI | Nisource Inc | +0.2% | NEW | 新建倉 |
| 19 | ORI | Old Republic Intl CORP | +0.2% | NEW | 新建倉 |
| 20 | LNT | Alliant Energy CORP | +0.2% | NEW | 新建倉 |
| 21 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.2% | -2.12% | 減碼 |
| 22 | MET | Metlife Inc | +0.2% | NEW | 新建倉 |
| 23 | CMCSA | Comcast Corp-class A | +0.2% | +317.92% | 加碼 |
| 24 | EOG | Eog Resources Inc | +0.2% | NEW | 新建倉 |
| 25 | CVX | Chevron CORP | +0.1% | +237.87% | 加碼 |
| 26 | FNB | Fnb CORP | +0.1% | NEW | 新建倉 |
| 27 | RDVY | First Trust Rising Dividend | +0.1% | +2.49% | 加碼 |
| 28 | AMAT | Applied Materials Inc | +0.1% | -1.43% | 減碼 |
| 29 | LRCX | Lam Research CORP | +0.1% | +1.73% | 加碼 |
| 30 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | -5.16% | 減碼 |
| 31 | INTC | Intel CORP | +0.1% | -19.36% | 減碼 |
| 32 | APA | Apa CORP | +0.1% | NEW | 新建倉 |
| 33 | TXN | Texas Instruments Inc | +0.1% | NEW | 新建倉 |
| 34 | HPQ | Hp Inc | +0.1% | +78.40% | 加碼 |
| 35 | DLN | Wisdomtree US Largecap Divid | +0.1% | +9.87% | 加碼 |
| 36 | GOOGL | Alphabet Inc-cl A | +0.1% | +4.78% | 加碼 |
| 37 | DCI | Donaldson Co Inc | +0.1% | NEW | 新建倉 |
| 38 | AVUV | Avantis US Small Cap Value | +0.1% | +7.98% | 加碼 |
| 39 | AVGO | Broadcom Inc | +0.1% | +7.29% | 加碼 |
| 40 | OKE | Oneok Inc | +0.1% | +62.56% | 加碼 |
| 41 | BKNG | Booking Holdings Inc | +0.1% | NEW | 新建倉 |
| 42 | QCOM | Qualcomm Inc | +0.1% | NEW | 新建倉 |
| 43 | PCAR | Paccar Inc | +0.1% | NEW | 新建倉 |
| 44 | PANW | Palo Alto Networks Inc | +0.1% | NEW | 新建倉 |
| 45 | CDNS | Cadence Design Sys Inc | +0.1% | NEW | 新建倉 |
| 46 | LLY | Eli Lilly & Co | +0.1% | NEW | 新建倉 |
| 47 | ANET | Arista Networks Inc | +0.1% | NEW | 新建倉 |
| 48 | AAPL | Apple Inc | +0.1% | +0.40% | 加碼 |
| 49 | AVEM | Avantis Emerging Markets Eq | +0.1% | -0.23% | 減碼 |
| 50 | MRVL | Marvell Technology Inc | +0.1% | -25.78% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Centennial Wealth Advisory LLC 在 Q2 2026 季度的美股持倉總市值約為 US$4.9億，共申報了 181 個公開持股部位。
在 Q2 2026 季度，Centennial Wealth Advisory LLC 按市值排列的前三大核心持股分別為：BUFD (11.5%)、FTCB (6.4%)、BUFQ (5.0%)。其中最大持股部位 BUFD 佔據整體投資組合約 11.5% 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
WCMI
市值: US$444.4萬
本季最大獲利了結 / 清倉標的
BG
前期市值: US$90.8萬
在 Q2 2026 季度中，Centennial Wealth Advisory LLC 共進行了 196 項持倉異動，包含新建倉 38 個部位、加碼 68 個部位、減碼 73 個部位以及清倉 17 個部位。 其中最大新建倉標的為 WCMI。 本季清倉部位包含 BG。
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。