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$37.8億
US$37.8億
992 檔
25.8%
Fifth Third Wealth Advisors LLC 在 Q2 2026 季度的美股部位總計估值為 US$37.8億，分散於 992 個持倉標的之中，反映其市場參與廣度與投資規模。
Fifth Third Wealth Advisors LLC 於 Q2 2026 展現出進攻型調倉步調，本季推動了 23 檔股票的新建倉與 117 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 25.8%，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 992 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 | 10.71% | -0.26% | +2.79% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 6.26% | -0.23% | +0.01% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 3.56% | +0.51% | +0.29% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 3.40% | +0.32% | +0.55% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.34% | +0.02% | +2.10% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.45% | -0.20% | +2.63% | |
| 7 | FAST | Fastenal Co | 股票-工業 | 2.36% | +0.58% | +38.49% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.26% | +0.75% | -0.01% | |
| 9 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.02% | +0.03% | +1.63% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.71% | -0.14% | -0.89% | |
| 11 | AVGO | Broadcom Inc | 股票-科技 | 1.50% | -0.18% | +0.02% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.33% | -0.04% | +2.86% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.24% | -0.16% | +1.24% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.16% | -0.10% | +0.27% | |
| 15 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.11% | -0.05% | +0.70% | |
| 16 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.97% | +0.23% | +1.42% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.95% | -0.03% | +310.62% | |
| 18 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.95% | -0.03% | +3.00% | |
| 19 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 0.85% | -0.02% | -1.17% | |
| 20 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.84% | -0.05% | +6.41% | |
| 21 | MU | Micron Technology Inc | 股票-科技 | 0.83% | -0.12% | +21.74% | |
| 22 | ✓ | 股票-其他 | 0.78% | +0.11% | — | ||
| 23 | CAT | Caterpillar Inc | 股票-工業 | 0.78% | -0.18% | +9.36% | |
| 24 | MRVL | Marvell Technology Inc | 股票-科技 | 0.76% | -0.13% | -1.08% | |
| 25 | TSLA | Tesla Inc | 股票-循環性消費 | 0.70% | -0.12% | +6.42% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.69% | +0.03% | +4.05% | |
| 27 | GEV | GE Vernova Inc | 股票-工業 | 0.69% | -0.17% | +5.87% | |
| 28 | WMT | Walmart Inc | 股票-非循環性消費 | 0.67% | -0.06% | +6.65% | |
| 29 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.67% | -0.05% | -0.45% | |
| 30 | AMAT | Applied Materials Inc | 股票-科技 | 0.64% | -0.22% | +9.20% | |
| 31 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.61% | -0.05% | +0.99% | |
| 32 | LRCX | Lam Research CORP | 股票-科技 | 0.60% | -0.17% | +3.46% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.60% | -0.02% | -0.02% | |
| 34 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.60% | -0.01% | +20.25% | |
| 35 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.55% | -0.01% | +684.08% | |
| 36 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.54% | — | -0.65% | |
| 37 | AMD | Advanced Micro Devices | 股票-科技 | 0.54% | -0.02% | +38.18% | |
| 38 | V | Visa Inc-class A Shares | 股票-金融 | 0.54% | +0.01% | +3.67% | |
| 39 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.51% | -0.08% | +0.90% | |
| 40 | BAC | Bank Of America CORP | 股票-金融 | 0.48% | -0.05% | -0.48% | |
| 41 | HD | Home Depot Inc | 股票-循環性消費 | 0.47% | -0.11% | +3.52% | |
| 42 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-其他 | 0.44% | — | +38.89% | |
| 43 | GE | General Electric | 股票-工業 | 0.43% | -0.08% | +6.93% | |
| 44 | KLAC | Kla CORP | 股票-科技 | 0.42% | -0.16% | +967.73% | |
| 45 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.41% | +0.02% | +7.36% | |
| 46 | ETN | Eaton Corporation plc | 股票-工業 | 0.40% | -0.02% | +3.43% | |
| 47 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.38% | +0.12% | +1.69% | |
| 48 | MA | Mastercard Inc - A | 股票-金融 | 0.37% | +0.02% | -8.13% | |
| 49 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.36% | — | +3.20% | |
| 50 | CMI | Cummins Inc | 股票-工業 | 0.36% | -0.08% | +14.52% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ✓ | +0.8% | NEW | 新建倉 | |
| 2 | MU | Micron Technology Inc | +0.6% | +21.74% | 加碼 |
| 3 | MRVL | Marvell Technology Inc | +0.5% | -1.08% | 減碼 |
| 4 | FAST | Fastenal Co | +0.4% | +38.49% | 加碼 |
| 5 | AMD | Advanced Micro Devices | +0.4% | +38.18% | 加碼 |
| 6 | SCHY | Schwab International Dvd ETF | +0.3% | +4846.48% | 加碼 |
| 7 | AMAT | Applied Materials Inc | +0.3% | +9.20% | 加碼 |
| 8 | JQUA | Jpmorgan US Quality Factor | +0.3% | +2221.49% | 加碼 |
| 9 | LRCX | Lam Research CORP | +0.3% | +3.46% | 加碼 |
| 10 | CAT | Caterpillar Inc | +0.2% | +9.36% | 加碼 |
| 11 | KLAC | Kla CORP | +0.2% | +967.73% | 加碼 |
| 12 | IMTM | Ishares Msci Intl Momentum F | +0.2% | NEW | 新建倉 |
| 13 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | +1.69% | 加碼 |
| 14 | PANW | Palo Alto Networks Inc | +0.1% | +5.50% | 加碼 |
| 15 | INTC | Intel CORP | +0.1% | -0.52% | 減碼 |
| 16 | GOOGL | Alphabet Inc-cl A | +0.1% | +2.63% | 加碼 |
| 17 | LLY | Eli Lilly & Co | +0.1% | +6.41% | 加碼 |
| 18 | GEV | GE Vernova Inc | +0.1% | +5.87% | 加碼 |
| 19 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.1% | +38.89% | 加碼 |
| 20 | JMOM | Jpmorgan US Momentum Factor | +0.1% | NEW | 新建倉 |
| 21 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +65.37% | 加碼 |
| 22 | ✓ | +0.1% | NEW | 新建倉 | |
| 23 | ✓ | +0.1% | NEW | 新建倉 | |
| 24 | AVLV | Avantis US Large Cap Value | +0.1% | +134.93% | 加碼 |
| 25 | CORO | Ish Intl Ctry Rot Act ETF | +0.1% | NEW | 新建倉 |
| 26 | BAI | Ishrs Ai In And Tech Act ETF | +0.1% | +1.99% | 加碼 |
| 27 | CMI | Cummins Inc | +0.1% | +14.52% | 加碼 |
| 28 | SNDK | Sandisk CORP | +0.1% | +42.05% | 加碼 |
| 29 | VEA | Vanguard Ftse Developed ETF | +0.1% | +20.25% | 加碼 |
| 30 | GE | General Electric | +0.1% | +6.93% | 加碼 |
| 31 | TXN | Texas Instruments Inc | +0.1% | +9.15% | 加碼 |
| 32 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +0.1% | +116.79% | 加碼 |
| 33 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +252.36% | 加碼 |
| 34 | INCY | Incyte CORP | +0.1% | NEW | 新建倉 |
| 35 | VGT | Vanguard Info Tech ETF | +0.1% | +684.08% | 加碼 |
| 36 | CSCO | Cisco Systems Inc | +0.1% | -6.56% | 減碼 |
| 37 | ANET | Arista Networks Inc | +0.1% | +5.71% | 加碼 |
| 38 | SMMD | Ishares Russell 2500 ETF | +0.1% | +143.31% | 加碼 |
| 39 | DVN | Devon Energy CORP | +0.1% | +706.70% | 加碼 |
| 40 | ZTS | Zoetis Inc | +0.1% | +452.01% | 加碼 |
| 41 | DELL | Dell Technologies -c | +0.1% | +35.56% | 加碼 |
| 42 | CRH | CRH plc | +0.1% | +248.50% | 加碼 |
| 43 | SPYG | Ss Spdr P S&p 500 Growth ETF | 0% | +3.00% | 加碼 |
| 44 | EMXC | Ishares Msci Emr Mrk Ex Chna | 0% | +5.93% | 加碼 |
| 45 | UNH | Unitedhealth Group Inc | 0% | +4.14% | 加碼 |
| 46 | BLCR | Ishares Lrg Cp Cr Act Etf-ui | 0% | +35.51% | 加碼 |
| 47 | WDC | Western Digital CORP | 0% | +23.64% | 加碼 |
| 48 | STX | Seagate Technology Holdings plc | 0% | +5.11% | 加碼 |
| 49 | XSHQ | Invesco S&p Smallcap Quality | 0% | NEW | 新建倉 |
| 50 | GOOG | Alphabet Inc-cl C | 0% | +0.70% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Fifth Third Wealth Advisors LLC 在 Q2 2026 季度的美股持倉總市值約為 US$37.8億，共申報了 992 個公開持股部位。
在 Q2 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 (10.7%)、SPY (6.3%)、NVDA (3.6%)。其中最大持股部位 IVV 佔據整體投資組合約 10.7% 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$2800.3萬
本季最大獲利了結 / 清倉標的
XOM
前期市值: US$3311.7萬
在 Q2 2026 季度中，Fifth Third Wealth Advisors LLC 共進行了 200 項持倉異動，包含新建倉 23 個部位、加碼 117 個部位、減碼 54 個部位以及清倉 6 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。