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: 0001769063
申報總市值
US$20.2億
US$20.2億
252 檔
11.9%
在 Q2 2026 申報期間，Foster Victor Wealth Advisors, LLC（CIK: 0001769063）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$20.2億，共持有 252 個公開申報部位。
Foster Victor Wealth Advisors, LLC 於 Q2 2026 展現出進攻型調倉步調，本季推動了 25 檔股票的新建倉與 110 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，Foster Victor Wealth Advisors, LLC 的前 5 大核心持股（包含 VTV, GOOGL, AMZN 等）合計佔整體申報市值的 11.9%，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 252 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 | VTV | Vanguard Value ETF | ETF-其他 | 3.52% | -0.11% | +3.69% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.73% | +0.06% | +2.79% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.24% | +0.15% | -8.49% | |
| 4 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 2.23% | -0.04% | +11.88% | |
| 5 | LRCX | Lam Research CORP | 股票-科技 | 1.86% | -0.47% | -16.90% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 1.85% | +0.18% | +1.56% | |
| 7 | IQLT | Ishares Msci International Q | ETF-其他 | 1.81% | -0.05% | +4.18% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 1.52% | +0.31% | -0.28% | |
| 9 | VLO | Valero Energy CORP | 股票-能源 | 1.45% | +0.27% | -13.98% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.44% | — | -4.54% | |
| 11 | MA | Mastercard Inc - A | 股票-金融 | 1.41% | +0.11% | +1.91% | |
| 12 | CSCO | Cisco Systems Inc | 股票-科技 | 1.35% | -0.15% | -16.01% | |
| 13 | OKE | Oneok Inc | 股票-能源 | 1.32% | -1.32% | EXIT | |
| 14 | AMD | Advanced Micro Devices | 股票-科技 | 1.27% | -0.09% | -27.08% | |
| 15 | CP | Canadian Pacific Kansas City | 股票-工業 | 1.26% | -0.31% | +1.93% | |
| 16 | AMGN | Amgen Inc | 股票-醫療保健 | 1.21% | +0.05% | +6.40% | |
| 17 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.20% | +0.11% | +8.70% | |
| 18 | NVDA | Nvidia CORP | 股票-科技 | 1.20% | — | +24.74% | |
| 19 | PM | Philip Morris International | 股票-非循環性消費 | 1.19% | +0.18% | +5.43% | |
| 20 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.14% | -0.03% | +4.38% | |
| 21 | EMR | Emerson Electric Co | 股票-工業 | 1.13% | +0.15% | +12.05% | |
| 22 | GSK | Gsk Plc-spon Adr | 股票-醫療保健 | 1.12% | -0.05% | +4.99% | |
| 23 | MAS | Masco CORP | 股票-工業 | 1.08% | -0.09% | +4.37% | |
| 24 | GRMN | Garmin Ltd. | 股票-科技 | 1.06% | -0.10% | -0.15% | |
| 25 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.06% | — | +0.50% | |
| 26 | C | Citigroup Inc | 股票-金融 | 1.05% | -0.13% | +1.92% | |
| 27 | PFE | Pfizer Inc | 股票-醫療保健 | 1.04% | +0.20% | +4.27% | |
| 28 | QCOM | Qualcomm Inc | 股票-科技 | 1.00% | +0.03% | -28.34% | |
| 29 | FCX | Freeport-mcmoran Inc | 股票-原物料 | 0.99% | -0.19% | +2.93% | |
| 30 | STE | STERIS plc | 股票-醫療保健 | 0.98% | +0.03% | -1.00% | |
| 31 | HD | Home Depot Inc | 股票-循環性消費 | 0.98% | -0.11% | +2.55% | |
| 32 | AVGO | Broadcom Inc | 股票-科技 | 0.96% | -0.17% | -1.38% | |
| 33 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.95% | +0.04% | +61.22% | |
| 34 | DELL | Dell Technologies -c | 股票-科技 | 0.94% | -0.46% | -5.07% | |
| 35 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 0.94% | +0.02% | +3.85% | |
| 36 | ENB | Enbridge Inc | 股票-能源 | 0.92% | -0.13% | +4.71% | |
| 37 | CARR | Carrier Global CORP | 股票-工業 | 0.92% | -0.14% | +3.33% | |
| 38 | LMT | Lockheed Martin CORP | 股票-工業 | 0.90% | +0.05% | +17.99% | |
| 39 | CRM | Salesforce Inc | 股票-科技 | 0.90% | +0.32% | +21.06% | |
| 40 | OWL | Blue Owl Capital Inc | 股票-金融 | 0.89% | -0.08% | +19.36% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.89% | +0.03% | +0.89% | |
| 42 | WMT | Walmart Inc | 股票-非循環性消費 | 0.89% | +0.02% | +1.50% | |
| 43 | LPLA | Lpl Financial Holdings Inc | 股票-金融 | 0.89% | -0.17% | -29.82% | |
| 44 | BJ | Bj's Wholesale Club Holdings | 股票-非循環性消費 | 0.88% | -0.33% | +4.54% | |
| 45 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.88% | -0.10% | +17.51% | |
| 46 | CI | THE Cigna Group | 股票-醫療保健 | 0.87% | -0.03% | +4.68% | |
| 47 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.87% | +0.03% | -36.78% | |
| 48 | CMI | Cummins Inc | 股票-工業 | 0.86% | -0.17% | +1.76% | |
| 49 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.86% | -0.11% | +3.88% | |
| 50 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.85% | +0.03% | +9.00% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BAC | Bank Of America CORP | +0.8% | +1999.61% | 加碼 |
| 2 | AEP | American Electric Power | +0.8% | +6446.60% | 加碼 |
| 3 | IVE | Ishares S&p 500 Value ETF | +0.7% | +4730.94% | 加碼 |
| 4 | LHX | L3harris Technologies Inc | +0.6% | NEW | 新建倉 |
| 5 | RDDT | Reddit Inc-cl A | +0.5% | +122.15% | 加碼 |
| 6 | NOW | Servicenow Inc | +0.5% | NEW | 新建倉 |
| 7 | DELL | Dell Technologies -c | +0.5% | -5.07% | 減碼 |
| 8 | COP | Conocophillips | +0.5% | NEW | 新建倉 |
| 9 | SFM | Sprouts Farmers Market Inc | +0.5% | NEW | 新建倉 |
| 10 | LLY | Eli Lilly & Co | +0.4% | +61.22% | 加碼 |
| 11 | ISRG | Intuitive Surgical Inc | +0.4% | NEW | 新建倉 |
| 12 | AMD | Advanced Micro Devices | +0.4% | -27.08% | 減碼 |
| 13 | NVDA | Nvidia CORP | +0.2% | +24.74% | 加碼 |
| 14 | SCHX | Schwab US Large-cap ETF | +0.2% | +11.88% | 加碼 |
| 15 | AAPL | Apple Inc | +0.2% | +1.56% | 加碼 |
| 16 | RWO | State Street Spdr Dow Jones | +0.2% | NEW | 新建倉 |
| 17 | SCHM | Schwab US Mid Cap ETF | +0.2% | NEW | 新建倉 |
| 18 | QQQM | Invesco Nasdaq 100 ETF | +0.2% | NEW | 新建倉 |
| 19 | ABBV | Abbvie Inc | +0.2% | +8.70% | 加碼 |
| 20 | TXN | Texas Instruments Inc | +0.2% | +7.39% | 加碼 |
| 21 | MAS | Masco CORP | +0.1% | +4.37% | 加碼 |
| 22 | CSCO | Cisco Systems Inc | +0.1% | -16.01% | 減碼 |
| 23 | OWL | Blue Owl Capital Inc | +0.1% | +19.36% | 加碼 |
| 24 | MET | Metlife Inc | +0.1% | +2.92% | 加碼 |
| 25 | VZ | Verizon Communications Inc | +0.1% | +34.43% | 加碼 |
| 26 | DOC | Healthpeak Properties Inc | +0.1% | +3.41% | 加碼 |
| 27 | VTV | Vanguard Value ETF | +0.1% | +3.69% | 加碼 |
| 28 | PM | Philip Morris International | +0.1% | +5.43% | 加碼 |
| 29 | VOO | Vanguard S&p 500 ETF | +0.1% | +66.61% | 加碼 |
| 30 | ✓ | +0.1% | NEW | 新建倉 | |
| 31 | CRM | Salesforce Inc | +0.1% | +21.06% | 加碼 |
| 32 | GOOGL | Alphabet Inc-cl A | +0.1% | +2.79% | 加碼 |
| 33 | CI | THE Cigna Group | +0.1% | +4.68% | 加碼 |
| 34 | ETN | Eaton Corporation plc | +0.1% | +18.01% | 加碼 |
| 35 | CP | Canadian Pacific Kansas City | +0.1% | +1.93% | 加碼 |
| 36 | HBAN | Huntington Bancshares Inc | +0.1% | +9.79% | 加碼 |
| 37 | ADI | Analog Devices Inc | +0.1% | +8.98% | 加碼 |
| 38 | OKE | Oneok Inc | 0% | +3.55% | 加碼 |
| 39 | BKNG | Booking Holdings Inc | 0% | +17.51% | 加碼 |
| 40 | RPRX | Royalty Pharma plc | 0% | +3.16% | 加碼 |
| 41 | PG | Procter & Gamble Co/the | 0% | +14.79% | 加碼 |
| 42 | RF | Regions Financial CORP | 0% | +4.92% | 加碼 |
| 43 | USB | US Bancorp | 0% | +4.86% | 加碼 |
| 44 | SCHD | Schwab US Dvd Equity ETF | 0% | +72.81% | 加碼 |
| 45 | UMC | United Microelectron-sp Adr | 0% | +10.08% | 加碼 |
| 46 | GPC | Genuine Parts Co | 0% | +4.82% | 加碼 |
| 47 | PVAL | Putnam Focused Lrg Cap Value | 0% | NEW | 新建倉 |
| 48 | WINN | Harbor Long-term Growers ETF | 0% | NEW | 新建倉 |
| 49 | VLO | Valero Energy CORP | 0% | -13.98% | 減碼 |
| 50 | JNJ | Johnson & Johnson | 0% | +4.38% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Foster Victor Wealth Advisors, LLC 在 Q2 2026 季度的美股持倉總市值約為 US$20.2億，共申報了 252 個公開持股部位。
在 Q2 2026 季度，Foster Victor Wealth Advisors, LLC 按市值排列的前三大核心持股分別為：VTV (3.5%)、GOOGL (2.7%)、AMZN (2.2%)。其中最大持股部位 VTV 佔據整體投資組合約 3.5% 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
LHX
市值: US$1108.3萬
本季最大獲利了結 / 清倉標的
DHR
前期市值: US$1659.3萬
在 Q2 2026 季度中，Foster Victor Wealth Advisors, LLC 共進行了 197 項持倉異動，包含新建倉 25 個部位、加碼 110 個部位、減碼 47 個部位以及清倉 15 個部位。 其中最大新建倉標的為 LHX。 本季清倉部位包含 DHR。
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。