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: 0001751581
申報總市值
US$12.6億
US$12.6億
448 檔
21.7%
Q2 2026 季度申報顯示，Cooper Financial Group 揭露的美股組合總市值為 US$12.6億，涵蓋 448 個不同之權益投資部位。
Cooper Financial Group 在 Q2 2026 進行了結構性的板塊輪動與部位換股。在開立 36 個全新部位及加碼 73 檔持股的同時，亦同步清倉 26 檔並減碼 65 檔標的。
檢視投資組合結構，前 5 大主力部位（包含 SCHV, QQQ, NVDA）占據了總市值的 21.7%，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 448 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 | SCHV | Schwab US Large-cap Value | ETF-其他 | 6.57% | -0.31% | +6.58% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 4.84% | -0.05% | +5.81% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 3.95% | +0.61% | +0.17% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 3.90% | +0.24% | +2.16% | |
| 5 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 3.31% | -0.09% | +9.26% | |
| 6 | PAVE | Global X US Infrastructure | ETF-其他 | 2.82% | -0.35% | +4.53% | |
| 7 | STOX | Horizon Core Equity ETF | ETF-其他 | 2.26% | +0.04% | +1.03% | |
| 8 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.25% | +0.24% | -0.08% | |
| 9 | AVGO | Broadcom Inc | 股票-科技 | 2.00% | -0.14% | -0.97% | |
| 10 | JIVE | JPM Interntl Value ETF | ETF-其他 | 1.93% | +0.25% | — | |
| 11 | CGXU | Cap Group Intl Focus | ETF-其他 | 1.91% | +0.13% | — | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.89% | -0.14% | -0.28% | |
| 13 | AIQ | Global X Art Intel & Tech | ETF-科技型 | 1.88% | -0.04% | +5.31% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.83% | +0.80% | -1.80% | |
| 15 | AVEM | Avantis Emerging Markets Eq | ETF-新興市場 | 1.82% | -0.02% | +118.47% | |
| 16 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.70% | -0.33% | +6.06% | |
| 17 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 1.58% | +0.07% | +2.62% | |
| 18 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.49% | -0.13% | -3.42% | |
| 19 | PVAL | Putnam Focused Lrg Cap Value | ETF-其他 | 1.40% | +0.01% | -1.53% | |
| 20 | TSLA | Tesla Inc | 股票-循環性消費 | 1.31% | -0.30% | +2.09% | |
| 21 | JHML | John Hancock Multi Fact Lrg | ETF-其他 | 1.04% | -0.06% | -0.64% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.92% | -0.05% | +6.28% | |
| 23 | FTGC | First Trust Global Tactical | ETF-其他 | 0.87% | +0.05% | — | |
| 24 | FENI | Fidelity Enhanced Intl ETF | ETF-其他 | 0.85% | — | +110.57% | |
| 25 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型股與成長 | 0.81% | -0.01% | +500.13% | |
| 26 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.79% | -0.06% | -9.05% | |
| 27 | GTO | Invesco Total Return Bond Et | ETF-其他 | 0.78% | -0.24% | +1.92% | |
| 28 | MU | Micron Technology Inc | 股票-科技 | 0.76% | -0.05% | +20.85% | |
| 29 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.70% | -0.02% | +1417.53% | |
| 30 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.68% | +0.01% | -8.29% | |
| 31 | FBND | Fidelity Total Bond ETF | ETF-其他 | 0.63% | -0.05% | -10.48% | |
| 32 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-其他 | 0.62% | -0.07% | -0.92% | |
| 33 | JBND | Jpmorgan Active Bond ETF | ETF-其他 | 0.61% | -0.10% | +3.53% | |
| 34 | XSMO | Invesco S&p Smallcap Momentu | ETF-其他 | 0.61% | -0.09% | -21.35% | |
| 35 | DEI | Douglas Emmett Inc | 股票-其他 | 0.60% | -0.13% | +0.02% | |
| 36 | HGER | Harbor Commodity All Weather | ETF-避險與商品 | 0.60% | +0.16% | — | |
| 37 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.59% | -0.04% | -28.94% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.54% | -0.01% | -1.76% | |
| 39 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.52% | +0.01% | +11.97% | |
| 40 | AMD | Advanced Micro Devices | 股票-科技 | 0.52% | +0.15% | +41.95% | |
| 41 | FTHI | Fthi/first Trust Exchange-tr | ETF-其他 | 0.51% | +0.02% | -13.29% | |
| 42 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-其他 | 0.49% | -0.05% | +92.82% | |
| 43 | DVYE | Ishares Emerging Markets Div | ETF-新興市場 | 0.48% | -0.08% | +3.06% | |
| 44 | CGGR | Cap Group Growth Equity | ETF-其他 | 0.48% | -0.02% | +1.98% | |
| 45 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.46% | — | +1.95% | |
| 46 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.45% | +0.05% | +2.03% | |
| 47 | XSVM | Invesco S&p Smallcap Value W | ETF-其他 | 0.42% | -0.19% | +0.59% | |
| 48 | CAT | Caterpillar Inc | 股票-工業 | 0.41% | -0.08% | +7.96% | |
| 49 | UPS | United Parcel Service-cl B | 股票-工業 | 0.40% | -0.07% | +0.54% | |
| 50 | XOM | Exxon Mobil CORP | 股票-能源 | 0.40% | -0.40% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | JIVE | JPM Interntl Value ETF | +1.9% | NEW | 新建倉 |
| 2 | CGXU | Cap Group Intl Focus | +1.9% | NEW | 新建倉 |
| 3 | AVEM | Avantis Emerging Markets Eq | +1% | +118.47% | 加碼 |
| 4 | FTGC | First Trust Global Tactical | +0.9% | NEW | 新建倉 |
| 5 | QQQM | Invesco Nasdaq 100 ETF | +0.7% | +1417.53% | 加碼 |
| 6 | HGER | Harbor Commodity All Weather | +0.6% | NEW | 新建倉 |
| 7 | MU | Micron Technology Inc | +0.5% | +20.85% | 加碼 |
| 8 | QQQ | Invesco Qqq Trust Series 1 | +0.5% | +5.81% | 加碼 |
| 9 | FENI | Fidelity Enhanced Intl ETF | +0.4% | +110.57% | 加碼 |
| 10 | AMD | Advanced Micro Devices | +0.4% | +41.95% | 加碼 |
| 11 | AIQ | Global X Art Intel & Tech | +0.3% | +5.31% | 加碼 |
| 12 | ✓ | +0.3% | NEW | 新建倉 | |
| 13 | JIRE | Jpmorgan Int Res Enh Eqty | +0.2% | +92.82% | 加碼 |
| 14 | INTC | Intel CORP | +0.2% | -3.06% | 減碼 |
| 15 | LRCX | Lam Research CORP | +0.1% | +11.35% | 加碼 |
| 16 | AMAT | Applied Materials Inc | +0.1% | +23.40% | 加碼 |
| 17 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +5.94% | 加碼 |
| 18 | CAT | Caterpillar Inc | +0.1% | +7.96% | 加碼 |
| 19 | AZN | AstraZeneca PLC | +0.1% | NEW | 新建倉 |
| 20 | PWR | Quanta Services Inc | +0.1% | NEW | 新建倉 |
| 21 | DDOG | Datadog Inc - Class A | +0.1% | +16.63% | 加碼 |
| 22 | LLY | Eli Lilly & Co | +0.1% | +11.97% | 加碼 |
| 23 | GLW | Corning Inc | +0.1% | +9.68% | 加碼 |
| 24 | PANW | Palo Alto Networks Inc | +0.1% | -2.84% | 減碼 |
| 25 | ✓ | +0.1% | NEW | 新建倉 | |
| 26 | SNOW | Snowflake Inc | +0.1% | +14.14% | 加碼 |
| 27 | MINT | Pimco Enhanced Short Maturit | +0.1% | NEW | 新建倉 |
| 28 | ADI | Analog Devices Inc | +0.1% | +77.47% | 加碼 |
| 29 | SNDK | Sandisk CORP | +0.1% | -11.21% | 減碼 |
| 30 | CGIC | Cap Group Intl Core Eq | +0.1% | +139.85% | 加碼 |
| 31 | MRVL | Marvell Technology Inc | +0.1% | +32.12% | 加碼 |
| 32 | DELL | Dell Technologies -c | +0.1% | NEW | 新建倉 |
| 33 | PAAA | Pgim Aaa Clo ETF | 0% | +56.88% | 加碼 |
| 34 | UNH | Unitedhealth Group Inc | 0% | +10.40% | 加碼 |
| 35 | GE | General Electric | 0% | +24.86% | 加碼 |
| 36 | KLAC | Kla CORP | 0% | +754.70% | 加碼 |
| 37 | FTNT | Fortinet Inc | 0% | +3.44% | 加碼 |
| 38 | WDC | Western Digital CORP | 0% | -16.67% | 減碼 |
| 39 | ✓ | 0% | NEW | 新建倉 | |
| 40 | VRT | Vertiv Holdings Co-a | 0% | NEW | 新建倉 |
| 41 | AEP | American Electric Power | 0% | NEW | 新建倉 |
| 42 | ✓ | 0% | NEW | 新建倉 | |
| 43 | GOOGL | Alphabet Inc-cl A | 0% | -0.28% | 減碼 |
| 44 | ABBV | Abbvie Inc | 0% | +21.68% | 加碼 |
| 45 | FTEC | Fidelity Msci Info Tech Indx | 0% | -0.35% | 減碼 |
| 46 | TOTL | Ss Doubleline Tr Tact ETF | 0% | +45.87% | 加碼 |
| 47 | TXN | Texas Instruments Inc | 0% | +23.38% | 加碼 |
| 48 | SHOP | Shopify Inc - Class A | 0% | +81.07% | 加碼 |
| 49 | DXJ | Wisdomtree Japan Hedged Eq | 0% | NEW | 新建倉 |
| 50 | BE | Bloom Energy Corp- A | 0% | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Cooper Financial Group 在 Q2 2026 季度的美股持倉總市值約為 US$12.6億，共申報了 448 個公開持股部位。
在 Q2 2026 季度，Cooper Financial Group 按市值排列的前三大核心持股分別為：SCHV (6.6%)、QQQ (4.8%)、NVDA (4.0%)。其中最大持股部位 SCHV 佔據整體投資組合約 6.6% 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
JIVE
市值: US$2327.2萬
本季最大獲利了結 / 清倉標的
AFIF
前期市值: US$291.3萬
在 Q2 2026 季度中，Cooper Financial Group 共進行了 200 項持倉異動，包含新建倉 36 個部位、加碼 73 個部位、減碼 65 個部位以及清倉 26 個部位。 其中最大新建倉標的為 JIVE。 本季清倉部位包含 AFIF。
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。