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: 0001667134
申報總市值
US$33.9億
US$33.9億
693 檔
17.4%
截至 Q2 2026 季度末，CWA Asset Management Group, LLC 的美股持倉估值約為 US$33.9億，全數申報部位共有 693 檔。
在 Q2 2026，CWA Asset Management Group, LLC 操作展現出積極擴展與加碼意向。本季共新建倉 30 個新部位，並對 93 個既有持股進行加碼（合計增持 123 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 NVDA, AAPL, MSFT）占據了總市值的 17.4%，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 693 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 | NVDA | Nvidia CORP | 股票-科技 | 6.28% | +0.48% | +0.31% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.25% | +0.50% | +1.01% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.35% | +0.84% | +2.56% | |
| 4 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 2.11% | +0.03% | -3.86% | |
| 5 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 2.03% | -0.13% | +68.23% | |
| 6 | SCEC | Sterling Capital Enh Cb ETF | ETF-其他 | 1.82% | -0.07% | +42.25% | |
| 7 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.76% | +0.02% | -0.49% | |
| 8 | TPL | Texas Pacific Land CORP | 股票-能源 | 1.70% | -0.61% | +51.29% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.69% | -0.10% | +0.45% | |
| 10 | TS | Tenaris Sa-adr | 股票-其他 | 1.67% | -0.32% | +78.16% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.64% | -0.08% | +3.88% | |
| 12 | RIG | Transocean Ltd. | 股票-能源 | 1.30% | -0.05% | +66.93% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.23% | +0.10% | +6.80% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.20% | -0.04% | +1.79% | |
| 15 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.01% | -0.05% | -30.98% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.99% | -0.01% | +2.55% | |
| 17 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.97% | +0.24% | +1.54% | |
| 18 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.94% | -0.06% | -0.81% | |
| 19 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 0.93% | +0.08% | +10.88% | |
| 20 | AVGO | Broadcom Inc | 股票-科技 | 0.88% | -0.11% | -4.30% | |
| 21 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.87% | -0.11% | -20.74% | |
| 22 | NE | Noble Corporation plc | 股票-能源 | 0.85% | +0.09% | +5.52% | |
| 23 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.76% | +0.01% | +0.87% | |
| 24 | GLW | Corning Inc | 股票-科技 | 0.76% | -0.31% | +0.63% | |
| 25 | ERIE | Erie Indemnity Company-cl A | 股票-金融 | 0.67% | +0.39% | — | |
| 26 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.66% | +0.01% | +3.53% | |
| 27 | CCJ | Cameco CORP | 股票-能源 | 0.64% | -0.11% | -0.87% | |
| 28 | SO | Southern Co/the | 股票-公用事業 | 0.64% | -0.09% | +2.59% | |
| 29 | V | Visa Inc-class A Shares | 股票-金融 | 0.63% | +0.01% | -8.94% | |
| 30 | CLB | Core Laboratories Inc | 股票-其他 | 0.62% | -0.57% | +0.81% | |
| 31 | LRCX | Lam Research CORP | 股票-科技 | 0.62% | -0.14% | -5.15% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.59% | +0.02% | +1.49% | |
| 33 | MELI | Mercadolibre Inc | 股票-循環性消費 | 0.59% | -0.07% | +162.50% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.58% | +0.02% | +5.45% | |
| 35 | SMMD | Ishares Russell 2500 ETF | ETF-其他 | 0.57% | +0.02% | +9.59% | |
| 36 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-其他 | 0.56% | +0.01% | -2.79% | |
| 37 | CAH | Cardinal Health Inc | 股票-醫療保健 | 0.56% | -0.06% | -0.58% | |
| 38 | JBL | Jabil Inc | 股票-科技 | 0.51% | -0.14% | +0.51% | |
| 39 | DUK | Duke Energy CORP | 股票-公用事業 | 0.51% | -0.07% | +0.61% | |
| 40 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.51% | -0.07% | -1.04% | |
| 41 | RS | Reliance Inc | 股票-原物料 | 0.49% | -0.05% | -0.49% | |
| 42 | WDC | Western Digital CORP | 股票-科技 | 0.48% | -0.12% | +4.59% | |
| 43 | MO | Altria Group Inc | 股票-非循環性消費 | 0.48% | +0.01% | +1.14% | |
| 44 | SEB | Seaboard CORP | 股票-其他 | 0.48% | -0.47% | -0.94% | |
| 45 | DE | Deere & Co | 股票-工業 | 0.46% | +0.01% | -0.19% | |
| 46 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.45% | -0.17% | +21.34% | |
| 47 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.43% | +0.22% | -4.06% | |
| 48 | WPM | Wheaton Precious Metals CORP | 股票-原物料 | 0.42% | +0.22% | +3527.91% | |
| 49 | CASY | Casey's General Stores Inc | 股票-循環性消費 | 0.41% | -0.11% | -2.41% | |
| 50 | MSB | Mesabi Trust | 股票-其他 | 0.40% | -0.10% | +15.98% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VCIT | Vanguard Int-term Corporate | +0.7% | +68.23% | 加碼 |
| 2 | ERIE | Erie Indemnity Company-cl A | +0.7% | NEW | 新建倉 |
| 3 | TS | Tenaris Sa-adr | +0.6% | +78.16% | 加碼 |
| 4 | WPM | Wheaton Precious Metals CORP | +0.4% | +3527.91% | 加碼 |
| 5 | SCEC | Sterling Capital Enh Cb ETF | +0.4% | +42.25% | 加碼 |
| 6 | TPL | Texas Pacific Land CORP | +0.3% | +51.29% | 加碼 |
| 7 | MELI | Mercadolibre Inc | +0.3% | +162.50% | 加碼 |
| 8 | GLW | Corning Inc | +0.3% | +0.63% | 加碼 |
| 9 | LRCX | Lam Research CORP | +0.3% | -5.15% | 減碼 |
| 10 | WDC | Western Digital CORP | +0.3% | +4.59% | 加碼 |
| 11 | GOOGL | Alphabet Inc-cl A | +0.2% | +3.88% | 加碼 |
| 12 | ASML | ASML Holding N.V. | +0.2% | +2296.95% | 加碼 |
| 13 | MOS | Mosaic Co/the | +0.2% | +2858.86% | 加碼 |
| 14 | NVDA | Nvidia CORP | +0.2% | +0.31% | 加碼 |
| 15 | ROKU | Roku Inc | +0.2% | NEW | 新建倉 |
| 16 | LNN | Lindsay CORP | +0.2% | NEW | 新建倉 |
| 17 | MA | Mastercard Inc - A | +0.2% | +152.63% | 加碼 |
| 18 | MU | Micron Technology Inc | +0.2% | +17.60% | 加碼 |
| 19 | SNA | Snap-on Inc | +0.2% | NEW | 新建倉 |
| 20 | AAPL | Apple Inc | +0.2% | +1.01% | 加碼 |
| 21 | GOOG | Alphabet Inc-cl C | +0.2% | +0.45% | 加碼 |
| 22 | SBR | Sabine Royalty Trust | +0.2% | NEW | 新建倉 |
| 23 | AMAT | Applied Materials Inc | +0.2% | +12.49% | 加碼 |
| 24 | DVA | Davita Inc | +0.2% | NEW | 新建倉 |
| 25 | STT | State Street CORP | +0.1% | NEW | 新建倉 |
| 26 | THC | Tenet Healthcare CORP | +0.1% | NEW | 新建倉 |
| 27 | RIG | Transocean Ltd. | +0.1% | +66.93% | 加碼 |
| 28 | AMD | Advanced Micro Devices | +0.1% | -11.32% | 減碼 |
| 29 | JBL | Jabil Inc | +0.1% | +0.51% | 加碼 |
| 30 | CSCO | Cisco Systems Inc | +0.1% | +2.49% | 加碼 |
| 31 | KLAC | Kla CORP | +0.1% | +1993.46% | 加碼 |
| 32 | LVS | Las Vegas Sands CORP | +0.1% | NEW | 新建倉 |
| 33 | EIX | Edison International | +0.1% | +234.33% | 加碼 |
| 34 | AER | AerCap Holdings N.V. | +0.1% | NEW | 新建倉 |
| 35 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +6.80% | 加碼 |
| 36 | HAFN | Hafnia Limited | +0.1% | NEW | 新建倉 |
| 37 | ✓ | +0.1% | NEW | 新建倉 | |
| 38 | ADSK | Autodesk Inc | +0.1% | +109.67% | 加碼 |
| 39 | INTC | Intel CORP | +0.1% | +34.88% | 加碼 |
| 40 | GSL | Global Ship Lease, Inc. | +0.1% | NEW | 新建倉 |
| 41 | ALB | Albemarle CORP | +0.1% | NEW | 新建倉 |
| 42 | SMMD | Ishares Russell 2500 ETF | +0.1% | +9.59% | 加碼 |
| 43 | FTNT | Fortinet Inc | +0.1% | -1.19% | 減碼 |
| 44 | KHC | Kraft Heinz Co/the | +0.1% | +87.51% | 加碼 |
| 45 | R | Ryder System Inc | +0.1% | NEW | 新建倉 |
| 46 | SNY | Sanofi-adr | +0.1% | NEW | 新建倉 |
| 47 | FHN | First Horizon CORP | +0.1% | +39.12% | 加碼 |
| 48 | TXN | Texas Instruments Inc | +0.1% | +1.90% | 加碼 |
| 49 | PENG | Penguin Solutions Inc | +0.1% | -47.26% | 減碼 |
| 50 | ENS | Enersys | +0.1% | +40.37% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，CWA Asset Management Group, LLC 在 Q2 2026 季度的美股持倉總市值約為 US$33.9億，共申報了 693 個公開持股部位。
在 Q2 2026 季度，CWA Asset Management Group, LLC 按市值排列的前三大核心持股分別為：NVDA (6.3%)、AAPL (5.3%)、MSFT (2.4%)。其中最大持股部位 NVDA 佔據整體投資組合約 6.3% 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
ERIE
市值: US$2184.4萬
本季最大獲利了結 / 清倉標的
CNR
前期市值: US$1095.7萬
在 Q2 2026 季度中，CWA Asset Management Group, LLC 共進行了 200 項持倉異動，包含新建倉 30 個部位、加碼 93 個部位、減碼 55 個部位以及清倉 22 個部位。 其中最大新建倉標的為 ERIE。 本季清倉部位包含 CNR。
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。