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: 0001950947
申報總市值
US$22.1億
US$22.1億
517 檔
14.3%
Q2 2026 季度申報顯示，Cyndeo Wealth Partners, LLC 揭露的美股組合總市值為 US$22.1億，涵蓋 517 個不同之權益投資部位。
觀察 Q2 2026 的申報異動，Cyndeo Wealth Partners, LLC 採取了強勁的買進策略，建倉與加碼動作（合計 148 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
整體而言，Cyndeo Wealth Partners, LLC 的前 5 大持股（包含 MSFT, AAPL, AVGO）貢獻了組合市值的 14.3%，形成該機構在 Q2 2026 季度的基本面基石。
僅顯示前 200 大持股（共 517 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 | MSFT | Microsoft CORP | 股票-科技 | 3.38% | +0.31% | -0.11% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.18% | +0.23% | +3.34% | |
| 3 | AVGO | Broadcom Inc | 股票-科技 | 3.04% | -0.76% | +0.43% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 2.99% | +0.30% | +0.61% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.24% | -0.32% | +2.20% | |
| 6 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.63% | +0.04% | +0.22% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.59% | +0.03% | -6.72% | |
| 8 | FTGC | First Trust Global Tactical | ETF-其他 | 1.48% | +0.01% | +2.19% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.46% | -0.14% | +5.76% | |
| 10 | FBND | Fidelity Total Bond ETF | ETF-其他 | 1.42% | +0.03% | +2.71% | |
| 11 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.40% | +0.11% | +3.27% | |
| 12 | FTCB | Ft Core Investment Grade ETF | ETF-投資等級公司債 | 1.22% | -0.01% | +2.84% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.19% | -0.20% | -0.05% | |
| 14 | UCON | First Trust Smith Unconstrai | ETF-其他 | 1.02% | -0.02% | +3.92% | |
| 15 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.01% | -0.19% | -0.23% | |
| 16 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 1.00% | -0.01% | +3.91% | |
| 17 | YLD | Principal Act Hi Yld ETF | ETF-其他 | 1.00% | -0.01% | +3.90% | |
| 18 | GSY | Invesco Ultra Short Duration | ETF-其他 | 0.99% | +0.01% | +3.89% | |
| 19 | FTSL | First Trust Senior Loan ETF | ETF-其他 | 0.99% | +0.02% | +4.80% | |
| 20 | ✓ | 股票-其他 | 0.99% | +0.03% | — | ||
| 21 | VUG | Vanguard Growth ETF | ETF-其他 | 0.95% | -0.09% | +508.11% | |
| 22 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.94% | -0.07% | -3.76% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.91% | +0.01% | +5.41% | |
| 24 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.88% | — | -0.30% | |
| 25 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.86% | +0.22% | -2.76% | |
| 26 | PHYS | Sprott Physical Gold Trust | 股票-其他 | 0.83% | +0.10% | +3.54% | |
| 27 | ORCL | Oracle CORP | 股票-科技 | 0.81% | -0.05% | +2.86% | |
| 28 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.81% | -0.32% | +0.91% | |
| 29 | CSCO | Cisco Systems Inc | 股票-科技 | 0.79% | -0.10% | +6.16% | |
| 30 | HD | Home Depot Inc | 股票-循環性消費 | 0.77% | -0.20% | +2.21% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.73% | -0.08% | -2.83% | |
| 32 | PDI | Pimco Dynamic Income Fund | 股票-金融 | 0.73% | -0.13% | +49.63% | |
| 33 | ADI | Analog Devices Inc | 股票-科技 | 0.73% | +0.03% | +3.72% | |
| 34 | JFR | Nuveen Floating Rate Income | 股票-其他 | 0.72% | -0.15% | +11.37% | |
| 35 | LIN | Linde plc | 股票-原物料 | 0.72% | -0.13% | +29.43% | |
| 36 | MS | Morgan Stanley | 股票-金融 | 0.70% | -0.23% | +6.00% | |
| 37 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.70% | -0.28% | -0.01% | |
| 38 | MO | Altria Group Inc | 股票-非循環性消費 | 0.68% | -0.09% | +1.49% | |
| 39 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.66% | +0.02% | +3.76% | |
| 40 | TXN | Texas Instruments Inc | 股票-科技 | 0.65% | +0.01% | -1.29% | |
| 41 | URA | Global X Uranium ETF | ETF-其他 | 0.62% | +0.06% | +3.99% | |
| 42 | PFE | Pfizer Inc | 股票-醫療保健 | 0.61% | +0.09% | +3.86% | |
| 43 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.60% | -0.03% | +0.34% | |
| 44 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.59% | -0.02% | +2.64% | |
| 45 | CB | Chubb Limited | 股票-金融 | 0.59% | -0.12% | +27.50% | |
| 46 | ARKB | Ark 21shares Bitcoin ETF | ETF-加密貨幣 | 0.58% | +0.31% | +5.28% | |
| 47 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.56% | -0.14% | +1.53% | |
| 48 | AEP | American Electric Power | 股票-公用事業 | 0.56% | -0.10% | +3.95% | |
| 49 | MET | Metlife Inc | 股票-金融 | 0.55% | -0.08% | +4.53% | |
| 50 | RTX | Rtx CORP | 股票-工業 | 0.55% | +0.04% | -22.22% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ✓ | +1% | NEW | 新建倉 | |
| 2 | AMAT | Applied Materials Inc | +0.4% | +146.74% | 加碼 |
| 3 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +3.27% | 加碼 |
| 4 | AVGO | Broadcom Inc | +0.3% | +0.43% | 加碼 |
| 5 | PANW | Palo Alto Networks Inc | +0.3% | +11.31% | 加碼 |
| 6 | CSCO | Cisco Systems Inc | +0.2% | +6.16% | 加碼 |
| 7 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.2% | +275.58% | 加碼 |
| 8 | WMB | Williams Cos Inc | +0.2% | +1694.03% | 加碼 |
| 9 | IWB | Ishares Russell 1000 ETF | +0.2% | +1622.96% | 加碼 |
| 10 | INTC | Intel CORP | +0.2% | +0.03% | 加碼 |
| 11 | PDI | Pimco Dynamic Income Fund | +0.2% | +49.63% | 加碼 |
| 12 | TXN | Texas Instruments Inc | +0.2% | -1.29% | 減碼 |
| 13 | ✓ | +0.2% | NEW | 新建倉 | |
| 14 | AAPL | Apple Inc | +0.2% | +3.34% | 加碼 |
| 15 | STX | Seagate Technology Holdings plc | +0.2% | -18.85% | 減碼 |
| 16 | XPEV | XPeng Inc. | +0.2% | NEW | 新建倉 |
| 17 | LLY | Eli Lilly & Co | +0.1% | -0.23% | 減碼 |
| 18 | PNC | Pnc Financial Services Group | +0.1% | +701.12% | 加碼 |
| 19 | LIN | Linde plc | +0.1% | +29.43% | 加碼 |
| 20 | CAT | Caterpillar Inc | +0.1% | -2.41% | 減碼 |
| 21 | VB | Vanguard Small-cap ETF | +0.1% | +5.76% | 加碼 |
| 22 | MS | Morgan Stanley | +0.1% | +6.00% | 加碼 |
| 23 | NVDA | Nvidia CORP | +0.1% | +0.61% | 加碼 |
| 24 | AMZN | Amazon.com Inc | +0.1% | +2.20% | 加碼 |
| 25 | ADI | Analog Devices Inc | +0.1% | +3.72% | 加碼 |
| 26 | LRCX | Lam Research CORP | +0.1% | +9.63% | 加碼 |
| 27 | COWZ | Pacer US Cash Cows 100 ETF | +0.1% | +98.87% | 加碼 |
| 28 | CB | Chubb Limited | +0.1% | +27.50% | 加碼 |
| 29 | WDC | Western Digital CORP | +0.1% | -2.24% | 減碼 |
| 30 | QTEC | First Trust Nasdq 100 Tech I | +0.1% | +313.45% | 加碼 |
| 31 | APH | Amphenol Corp-cl A | +0.1% | +5.10% | 加碼 |
| 32 | IEF | Ishares 7-10 Year Treasury B | +0.1% | NEW | 新建倉 |
| 33 | IVV | Ishares Core S&p 500 ETF | +0.1% | +5.41% | 加碼 |
| 34 | GLW | Corning Inc | +0.1% | +2.48% | 加碼 |
| 35 | VOO | Vanguard S&p 500 ETF | +0.1% | +72.63% | 加碼 |
| 36 | MRVL | Marvell Technology Inc | +0.1% | +78.50% | 加碼 |
| 37 | ✓ | +0.1% | NEW | 新建倉 | |
| 38 | ABBV | Abbvie Inc | +0.1% | +0.22% | 加碼 |
| 39 | GOOGL | Alphabet Inc-cl A | +0.1% | -6.72% | 減碼 |
| 40 | VUG | Vanguard Growth ETF | +0.1% | +508.11% | 加碼 |
| 41 | GOOG | Alphabet Inc-cl C | +0.1% | +0.34% | 加碼 |
| 42 | MET | Metlife Inc | +0.1% | +4.53% | 加碼 |
| 43 | EMOP | AB Emrg Mrkt Opportuniti ETF | +0.1% | +23.89% | 加碼 |
| 44 | MU | Micron Technology Inc | +0.1% | -47.34% | 減碼 |
| 45 | AVUV | Avantis US Small Cap Value | +0.1% | +154.31% | 加碼 |
| 46 | AZN | AstraZeneca PLC | +0.1% | NEW | 新建倉 |
| 47 | FANG | Diamondback Energy Inc | +0.1% | +373.32% | 加碼 |
| 48 | WTV | Wisdomtree U.s. Value Fund | +0.1% | NEW | 新建倉 |
| 49 | CGIC | Cap Group Intl Core Eq | +0.1% | NEW | 新建倉 |
| 50 | V | Visa Inc-class A Shares | +0.1% | +8.71% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Cyndeo Wealth Partners, LLC 在 Q2 2026 季度的美股持倉總市值約為 US$22.1億，共申報了 517 個公開持股部位。
在 Q2 2026 季度，Cyndeo Wealth Partners, LLC 按市值排列的前三大核心持股分別為：MSFT (3.4%)、AAPL (3.2%)、AVGO (3.0%)。其中最大持股部位 MSFT 佔據整體投資組合約 3.4% 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$2092.3萬
本季最大獲利了結 / 清倉標的
XOM
前期市值: US$2576.3萬
在 Q2 2026 季度中，Cyndeo Wealth Partners, LLC 共進行了 199 項持倉異動，包含新建倉 21 個部位、加碼 127 個部位、減碼 41 個部位以及清倉 10 個部位。 其中最大新建倉標的為 。 本季清倉部位包含 XOM。
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。