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: 0002046607
申報總市值
US$5.0億
US$5.0億
200 檔
21.4%
截至 Q2 2026 季度末，Fairvoy Private Wealth, LLC 的美股持倉估值約為 US$5.0億，全數申報部位共有 200 檔。
觀察 Q2 2026 的申報異動，Fairvoy Private Wealth, LLC 採取了強勁的買進策略，建倉與加碼動作（合計 110 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，Fairvoy Private Wealth, LLC 的前 5 大持股（包含 IVV, QQQ, SHV）貢獻了組合市值的 21.4%，形成該機構在 Q2 2026 季度的基本面基石。
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 6.47% | +0.13% | +72.08% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 4.74% | +0.03% | +176.23% | |
| 3 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 3.45% | -0.24% | +6.64% | |
| 4 | PULS | Pgim Ultra Short Bond ETF | ETF-其他 | 3.41% | -0.12% | +4.79% | |
| 5 | LMBS | First Trust Low Duration Opp | ETF-其他 | 3.38% | -0.22% | +6.66% | |
| 6 | FTSL | First Trust Senior Loan ETF | ETF-其他 | 3.25% | -0.14% | +6.74% | |
| 7 | XLK | Ss Technology Select Sector | ETF-科技型 | 2.65% | +0.06% | +30.88% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 2.55% | +0.44% | +1.78% | |
| 9 | SO | Southern Co/the | 股票-公用事業 | 2.23% | -0.30% | +0.12% | |
| 10 | XLI | Ss Industrial Select Sector | ETF-其他 | 1.79% | -0.57% | -9.71% | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.74% | -0.32% | -5.34% | |
| 12 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.74% | +0.08% | +1.38% | |
| 13 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 1.65% | -0.14% | +7.93% | |
| 14 | GPC | Genuine Parts Co | 股票-循環性消費 | 1.60% | +0.08% | -0.64% | |
| 15 | SDVY | First Trust Smid Cap Rising | ETF-其他 | 1.53% | +0.10% | +24.39% | |
| 16 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.50% | -0.12% | +7.53% | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 1.43% | +0.59% | +10.72% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.41% | +0.13% | +12.28% | |
| 19 | AVGO | Broadcom Inc | 股票-科技 | 1.33% | -0.10% | +2.21% | |
| 20 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.32% | -0.01% | -1.38% | |
| 21 | CMI | Cummins Inc | 股票-工業 | 1.27% | -0.55% | +7.27% | |
| 22 | NVDA | Nvidia CORP | 股票-科技 | 1.25% | +0.60% | +2.23% | |
| 23 | WMT | Walmart Inc | 股票-非循環性消費 | 1.23% | -0.13% | +1.65% | |
| 24 | RDVY | First Trust Rising Dividend | ETF-其他 | 1.23% | +0.19% | +110.74% | |
| 25 | CAT | Caterpillar Inc | 股票-工業 | 1.22% | -0.01% | +211.15% | |
| 26 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 1.21% | +0.48% | +32.71% | |
| 27 | WDC | Western Digital CORP | 股票-科技 | 1.13% | -0.20% | — | |
| 28 | ✓ | 股票-其他 | 1.07% | +0.18% | — | ||
| 29 | KLAC | Kla CORP | 股票-科技 | 1.07% | -0.41% | +853.49% | |
| 30 | MODL | Victoryshares Westend US Sec | ETF-其他 | 1.04% | +0.33% | +37.76% | |
| 31 | IBM | Intl Business Machines CORP | 股票-科技 | 0.99% | -0.71% | -3.08% | |
| 32 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.98% | -0.12% | -19.78% | |
| 33 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.87% | -0.02% | +5.36% | |
| 34 | URI | United Rentals Inc | 股票-工業 | 0.83% | -0.06% | — | |
| 35 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.82% | +0.03% | +3.92% | |
| 36 | GRMN | Garmin Ltd. | 股票-科技 | 0.78% | +0.15% | — | |
| 37 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.74% | -0.14% | -32.89% | |
| 38 | GD | General Dynamics CORP | 股票-工業 | 0.70% | -0.06% | +0.90% | |
| 39 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.69% | +0.13% | +4.96% | |
| 40 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.69% | +0.32% | +5.35% | |
| 41 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.69% | -0.26% | +2.86% | |
| 42 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.68% | -0.59% | +0.84% | |
| 43 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.68% | +0.26% | — | |
| 44 | MCHP | Microchip Technology Inc | 股票-科技 | 0.64% | -0.12% | -6.09% | |
| 45 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.58% | -0.47% | -5.61% | |
| 46 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.54% | -0.03% | -34.54% | |
| 47 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.50% | — | -73.80% | |
| 48 | GLW | Corning Inc | 股票-科技 | 0.49% | -0.30% | +52.14% | |
| 49 | WYNN | Wynn Resorts LTD | 股票-循環性消費 | 0.48% | -0.48% | EXIT | |
| 50 | JBHT | Hunt (jb) Transprt Svcs Inc | 股票-工業 | 0.48% | -0.10% | -6.87% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | +3.2% | +176.23% | 加碼 |
| 2 | IVV | Ishares Core S&p 500 ETF | +2.6% | +72.08% | 加碼 |
| 3 | WDC | Western Digital CORP | +1.1% | NEW | 新建倉 |
| 4 | ✓ | +1.1% | NEW | 新建倉 | |
| 5 | XLK | Ss Technology Select Sector | +1% | +30.88% | 加碼 |
| 6 | CAT | Caterpillar Inc | +0.9% | +211.15% | 加碼 |
| 7 | URI | United Rentals Inc | +0.8% | NEW | 新建倉 |
| 8 | GRMN | Garmin Ltd. | +0.8% | NEW | 新建倉 |
| 9 | GS | Goldman Sachs Group Inc | +0.7% | NEW | 新建倉 |
| 10 | RDVY | First Trust Rising Dividend | +0.7% | +110.74% | 加碼 |
| 11 | KLAC | Kla CORP | +0.4% | +853.49% | 加碼 |
| 12 | ALAB | Astera Labs Inc | +0.4% | NEW | 新建倉 |
| 13 | MU | Micron Technology Inc | +0.3% | +33.85% | 加碼 |
| 14 | TKR | Timken Co | +0.3% | NEW | 新建倉 |
| 15 | CRWD | Crowdstrike Holdings Inc - A | +0.3% | +5.35% | 加碼 |
| 16 | GLW | Corning Inc | +0.3% | +52.14% | 加碼 |
| 17 | COHR | Coherent CORP | +0.3% | NEW | 新建倉 |
| 18 | MODL | Victoryshares Westend US Sec | +0.3% | +37.76% | 加碼 |
| 19 | LFUS | Littelfuse Inc | +0.3% | NEW | 新建倉 |
| 20 | NVT | nVent Electric plc | +0.3% | NEW | 新建倉 |
| 21 | TWLO | Twilio Inc - A | +0.3% | NEW | 新建倉 |
| 22 | PWR | Quanta Services Inc | +0.2% | NEW | 新建倉 |
| 23 | CASY | Casey's General Stores Inc | +0.2% | NEW | 新建倉 |
| 24 | ARM | Arm Holdings Plc-adr | +0.2% | NEW | 新建倉 |
| 25 | CIEN | Ciena CORP | +0.2% | NEW | 新建倉 |
| 26 | GOOGL | Alphabet Inc-cl A | +0.2% | +12.28% | 加碼 |
| 27 | CMI | Cummins Inc | +0.2% | +7.27% | 加碼 |
| 28 | EBAY | Ebay Inc | +0.2% | NEW | 新建倉 |
| 29 | SDVY | First Trust Smid Cap Rising | +0.2% | +24.39% | 加碼 |
| 30 | MKSI | Mks Inc | +0.2% | +33.81% | 加碼 |
| 31 | DDOG | Datadog Inc - Class A | +0.2% | NEW | 新建倉 |
| 32 | UNH | Unitedhealth Group Inc | +0.2% | NEW | 新建倉 |
| 33 | IWB | Ishares Russell 1000 ETF | +0.2% | NEW | 新建倉 |
| 34 | AMD | Advanced Micro Devices | +0.2% | +9.33% | 加碼 |
| 35 | V | Visa Inc-class A Shares | +0.1% | +273.50% | 加碼 |
| 36 | ESI | Element Solutions Inc | +0.1% | NEW | 新建倉 |
| 37 | CRS | Carpenter Technology | +0.1% | +14.22% | 加碼 |
| 38 | LRCX | Lam Research CORP | +0.1% | -0.33% | 減碼 |
| 39 | MTZ | Mastec Inc | +0.1% | +63.58% | 加碼 |
| 40 | LSTR | Landstar System Inc | +0.1% | NEW | 新建倉 |
| 41 | LLY | Eli Lilly & Co | +0.1% | +3.92% | 加碼 |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +70.62% | 加碼 |
| 43 | FDL | First Trust Morn Dvd Lead In | +0.1% | +32.71% | 加碼 |
| 44 | AVGO | Broadcom Inc | +0.1% | +2.21% | 加碼 |
| 45 | MCHP | Microchip Technology Inc | +0.1% | -6.09% | 減碼 |
| 46 | NFLX | Netflix Inc | +0.1% | +164.23% | 加碼 |
| 47 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.1% | +16.68% | 加碼 |
| 48 | JAVA | Jpmorgan Active Value ETF | +0.1% | +25.71% | 加碼 |
| 49 | FBCG | Fidelity Blue Chip Grow ETF | +0.1% | +11.23% | 加碼 |
| 50 | BRTR | Ishares Total Return Act ETF | +0.1% | +44.22% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Fairvoy Private Wealth, LLC 在 Q2 2026 季度的美股持倉總市值約為 US$5.0億，共申報了 200 個公開持股部位。
在 Q2 2026 季度，Fairvoy Private Wealth, LLC 按市值排列的前三大核心持股分別為：IVV (6.5%)、QQQ (4.7%)、SHV (3.5%)。其中最大持股部位 IVV 佔據整體投資組合約 6.5% 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
WDC
市值: US$561.2萬
本季最大獲利了結 / 清倉標的
XOM
前期市值: US$656.0萬
在 Q2 2026 季度中，Fairvoy Private Wealth, LLC 共進行了 189 項持倉異動，包含新建倉 31 個部位、加碼 79 個部位、減碼 48 個部位以及清倉 31 個部位。 其中最大新建倉標的為 WDC。 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。