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: 0001899030
申報總市值
US$35.8億
US$35.8億
812 檔
23.7%
在 Q1 2026 申報期間，Fifth Third Wealth Advisors LLC（CIK: 0001899030）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$35.8億，共持有 812 個公開申報部位。
Fifth Third Wealth Advisors LLC 於 Q1 2026 展現出進攻型調倉步調，本季推動了 15 檔股票的新建倉與 123 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
在資產配置集中度方面，Fifth Third Wealth Advisors LLC 的前 5 大核心持股（包含 IVV, SPY, NVDA 等）合計佔整體申報市值的 23.7%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 812 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 10.99% | -0.28% | -1.79% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 6.59% | -0.33% | -0.73% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 3.74% | -0.18% | +2.46% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.71% | -0.37% | +3.95% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 3.58% | -0.18% | +11.58% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.71% | -0.45% | +11.88% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.32% | +0.13% | +3.95% | |
| 8 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.10% | -0.08% | +7.27% | |
| 9 | FAST | Fastenal Co | 股票-工業 | 1.99% | +0.37% | +0.11% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.83% | -0.12% | -1.53% | |
| 11 | AVGO | Broadcom Inc | 股票-科技 | 1.48% | +0.02% | +10.82% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.40% | -0.07% | +7.66% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.24% | — | +0.38% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.18% | -0.02% | +13.31% | |
| 15 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.18% | -0.21% | +12.44% | |
| 16 | XOM | Exxon Mobil CORP | 股票-能源 | 1.12% | -1.12% | EXIT | |
| 17 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.08% | +0.03% | +10.80% | |
| 18 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 0.96% | -0.11% | +15.89% | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.96% | -0.01% | -1.80% | |
| 20 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.91% | +0.04% | +10.75% | |
| 21 | WMT | Walmart Inc | 股票-非循環性消費 | 0.84% | -0.17% | +11.13% | |
| 22 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.73% | +0.11% | +24.24% | |
| 23 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.71% | -0.04% | +2.97% | |
| 24 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.71% | -0.10% | -6.68% | |
| 25 | TSLA | Tesla Inc | 股票-循環性消費 | 0.70% | — | +9.52% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.70% | -0.10% | +12.33% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.70% | -0.01% | +44.65% | |
| 28 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.62% | -0.08% | +0.67% | |
| 29 | GEV | GE Vernova Inc | 股票-工業 | 0.58% | +0.11% | +5.43% | |
| 30 | CAT | Caterpillar Inc | 股票-工業 | 0.58% | +0.20% | +33.77% | |
| 31 | V | Visa Inc-class A Shares | 股票-金融 | 0.55% | -0.01% | +22.18% | |
| 32 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.54% | +0.06% | +10.41% | |
| 33 | HD | Home Depot Inc | 股票-循環性消費 | 0.51% | -0.04% | +7.25% | |
| 34 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.51% | — | +1.43% | |
| 35 | BAC | Bank Of America CORP | 股票-金融 | 0.50% | -0.02% | +12.98% | |
| 36 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.50% | +0.05% | +3.95% | |
| 37 | MA | Mastercard Inc - A | 股票-金融 | 0.47% | -0.10% | +20.81% | |
| 38 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.45% | -0.04% | +36.19% | |
| 39 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.41% | -0.07% | -47.79% | |
| 40 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.41% | -0.10% | +7.65% | |
| 41 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.40% | -0.12% | +29.27% | |
| 42 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.39% | -0.12% | +28.81% | |
| 43 | ETN | Eaton Corporation plc | 股票-工業 | 0.39% | +0.01% | +4.23% | |
| 44 | CVX | Chevron CORP | 股票-能源 | 0.37% | -0.11% | +8.28% | |
| 45 | GE | General Electric | 股票-工業 | 0.37% | +0.06% | +3.15% | |
| 46 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.37% | -0.09% | +3.63% | |
| 47 | PM | Philip Morris International | 股票-非循環性消費 | 0.36% | -0.04% | +28.53% | |
| 48 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.36% | — | +4.38% | |
| 49 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.35% | -0.02% | -5.07% | |
| 50 | LRCX | Lam Research CORP | 股票-科技 | 0.35% | +0.25% | +18.22% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +0.4% | +9.80% | 加碼 |
| 2 | CAT | Caterpillar Inc | +0.2% | +33.77% | 加碼 |
| 3 | FAST | Fastenal Co | +0.2% | +0.11% | 加碼 |
| 4 | VOO | Vanguard S&p 500 ETF | +0.2% | +44.65% | 加碼 |
| 5 | EFG | Ishares Msci Eafe Growth ETF | +0.2% | +308.39% | 加碼 |
| 6 | JNJ | Johnson & Johnson | +0.2% | +36.19% | 加碼 |
| 7 | GEV | GE Vernova Inc | +0.2% | +5.43% | 加碼 |
| 8 | IGF | Ishares Global Infrastructur | +0.2% | +896.47% | 加碼 |
| 9 | IEMG | Ishares Core Msci Emerging | +0.1% | +13.31% | 加碼 |
| 10 | WMT | Walmart Inc | +0.1% | +11.13% | 加碼 |
| 11 | VZ | Verizon Communications Inc | +0.1% | +64.00% | 加碼 |
| 12 | CMI | Cummins Inc | +0.1% | +77.45% | 加碼 |
| 13 | CVX | Chevron CORP | +0.1% | +8.28% | 加碼 |
| 14 | LRCX | Lam Research CORP | +0.1% | +18.22% | 加碼 |
| 15 | MRK | Merck & Co. Inc. | +0.1% | +43.40% | 加碼 |
| 16 | SO | Southern Co/the | +0.1% | +268.79% | 加碼 |
| 17 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.1% | +15.89% | 加碼 |
| 18 | EFV | Ishares Msci Eafe Value ETF | +0.1% | +28.81% | 加碼 |
| 19 | DUK | Duke Energy CORP | +0.1% | +94.09% | 加碼 |
| 20 | GILD | Gilead Sciences Inc | +0.1% | +96.07% | 加碼 |
| 21 | CSCO | Cisco Systems Inc | +0.1% | +38.47% | 加碼 |
| 22 | TFC | Truist Financial CORP | +0.1% | +232.71% | 加碼 |
| 23 | PM | Philip Morris International | +0.1% | +28.53% | 加碼 |
| 24 | KLAC | Kla CORP | +0.1% | +28.13% | 加碼 |
| 25 | COST | Costco Wholesale CORP | +0.1% | +7.65% | 加碼 |
| 26 | IBM | Intl Business Machines CORP | +0.1% | +75.35% | 加碼 |
| 27 | COP | Conocophillips | +0.1% | +26.85% | 加碼 |
| 28 | AMAT | Applied Materials Inc | +0.1% | -7.42% | 減碼 |
| 29 | PFE | Pfizer Inc | +0.1% | +27.47% | 加碼 |
| 30 | MRVL | Marvell Technology Inc | +0.1% | +7.77% | 加碼 |
| 31 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +3.95% | 加碼 |
| 32 | VEA | Vanguard Ftse Developed ETF | +0.1% | +10.41% | 加碼 |
| 33 | BMY | Bristol-myers Squibb Co | +0.1% | +47.17% | 加碼 |
| 34 | MCD | Mcdonald's CORP | +0.1% | +17.96% | 加碼 |
| 35 | TJX | Tjx Companies Inc | +0.1% | +23.74% | 加碼 |
| 36 | EXE | Expand Energy CORP | +0.1% | +123.93% | 加碼 |
| 37 | ETN | Eaton Corporation plc | 0% | +4.23% | 加碼 |
| 38 | NEE | Nextera Energy Inc | 0% | +8.70% | 加碼 |
| 39 | BAI | Ishrs Ai In And Tech Act ETF | 0% | +25.76% | 加碼 |
| 40 | DHI | Dr Horton Inc | 0% | +271.88% | 加碼 |
| 41 | MU | Micron Technology Inc | 0% | +3.82% | 加碼 |
| 42 | RF | Regions Financial CORP | 0% | +490.30% | 加碼 |
| 43 | VLO | Valero Energy CORP | 0% | +3.29% | 加碼 |
| 44 | TXN | Texas Instruments Inc | 0% | +21.46% | 加碼 |
| 45 | VRT | Vertiv Holdings Co-a | 0% | +139.79% | 加碼 |
| 46 | WFC | Wells Fargo & Co | 0% | +44.11% | 加碼 |
| 47 | USFD | US Foods Holding CORP | 0% | +3.05% | 加碼 |
| 48 | HON | Honeywell International Inc | 0% | +4.31% | 加碼 |
| 49 | LMT | Lockheed Martin CORP | 0% | +0.62% | 加碼 |
| 50 | PEP | Pepsico Inc | 0% | +8.59% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Fifth Third Wealth Advisors LLC 在 Q1 2026 季度的美股持倉總市值約為 US$35.8億，共申報了 812 個公開持股部位。
在 Q1 2026 季度，Fifth Third Wealth Advisors LLC 按市值排列的前三大核心持股分別為：IVV (11.0%)、SPY (6.6%)、NVDA (3.7%)。其中最大持股部位 IVV 佔據整體投資組合約 11.0% 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
DYNF
市值: US$963.9萬
本季最大獲利了結 / 清倉標的
VSMPX
前期市值: US$617.2萬
在 Q1 2026 季度中，Fifth Third Wealth Advisors LLC 共進行了 200 項持倉異動，包含新建倉 15 個部位、加碼 123 個部位、減碼 40 個部位以及清倉 22 個部位。 其中最大新建倉標的為 DYNF。 本季清倉部位包含 VSMPX。
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。