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: 0002046157
申報總市值
US$5.1億
US$5.1億
184 檔
24.9%
根據最新整理的 13F 季度數據集，Founders Grove Wealth Partners, LLC 於 Q2 2026 結束時的管理資產規模為 US$5.1億。該機構在本季度申報了 184 檔美股持倉，呈現出該時期的主要投資地圖。
觀察 Q2 2026 的申報異動，Founders Grove Wealth Partners, LLC 採取了強勁的買進策略，建倉與加碼動作（合計 105 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，Founders Grove Wealth Partners, LLC 的前 5 大持股（包含 VEA, BIL, VUG）貢獻了組合市值的 24.9%，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 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 7.50% | -0.13% | -3.50% | |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 5.14% | +0.01% | +7.32% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 4.59% | +0.14% | +504.49% | |
| 4 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 4.29% | +0.21% | +604.08% | |
| 5 | LLY | Eli Lilly & Co | 股票-醫療保健 | 3.68% | -0.25% | -11.54% | |
| 6 | VV | Vanguard Large-cap ETF | ETF-其他 | 3.30% | +0.04% | +0.71% | |
| 7 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 3.03% | +0.02% | -2.22% | |
| 8 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 2.86% | -0.02% | +9.08% | |
| 9 | XLK | Ss Technology Select Sector | ETF-科技型 | 2.67% | -0.01% | -3.72% | |
| 10 | BINC | Ishares Flex I A Etf-usd Inc | ETF-其他 | 2.16% | -0.06% | +7.28% | |
| 11 | AAPL | Apple Inc | 股票-科技 | 2.15% | +0.25% | +9.70% | |
| 12 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 2.14% | -0.07% | +7.30% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.99% | -0.06% | -0.68% | |
| 14 | VTV | Vanguard Value ETF | ETF-其他 | 1.94% | -0.06% | +1.91% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.83% | -0.04% | -22.77% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.81% | -0.02% | -2.86% | |
| 17 | VIS | Vanguard Industrials ETF | ETF-其他 | 1.67% | -0.26% | -2.85% | |
| 18 | VFH | Vanguard Financials ETF | ETF-其他 | 1.64% | -0.02% | +5.45% | |
| 19 | VCR | Vanguard Consumer Discre ETF | ETF-其他 | 1.61% | -0.12% | -1.75% | |
| 20 | VHT | Vanguard Health Care ETF | ETF-其他 | 1.59% | +0.06% | -1.50% | |
| 21 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.50% | -0.08% | -3.54% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.35% | -0.12% | -0.48% | |
| 23 | MSFT | Microsoft CORP | 股票-科技 | 1.28% | +0.51% | +2.01% | |
| 24 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.25% | -0.05% | +308.09% | |
| 25 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 1.19% | -0.04% | -1.74% | |
| 26 | NVDA | Nvidia CORP | 股票-科技 | 1.18% | +0.23% | +15.95% | |
| 27 | VOX | Vanguard Communication Servi | ETF-其他 | 0.98% | +0.06% | -3.12% | |
| 28 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.94% | -0.05% | -2.19% | |
| 29 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.92% | -0.03% | -5.07% | |
| 30 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.83% | -0.30% | -1.17% | |
| 31 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.75% | -0.04% | +3.28% | |
| 32 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.75% | -0.02% | +0.78% | |
| 33 | PEY | Invesco High Yield Equity Di | ETF-非投資等級債 | 0.74% | -0.04% | -3.68% | |
| 34 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.70% | -0.07% | -0.09% | |
| 35 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 0.68% | -0.01% | -2.52% | |
| 36 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.66% | -0.06% | -0.29% | |
| 37 | BND | Vanguard Total Bond Market | ETF-其他 | 0.66% | +0.12% | — | |
| 38 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.66% | -0.02% | +6.90% | |
| 39 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 0.65% | -0.02% | -5.95% | |
| 40 | DON | Wisdomtree US Midcap Dividen | ETF-其他 | 0.65% | -0.04% | -0.49% | |
| 41 | AIVL | Wisdomtree US Ai Enhanced Va | ETF-其他 | 0.61% | -0.02% | -0.56% | |
| 42 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.58% | -0.02% | -0.07% | |
| 43 | VDE | Vanguard Energy ETF | ETF-其他 | 0.54% | +0.08% | -13.73% | |
| 44 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.52% | -0.05% | +39.27% | |
| 45 | TSLA | Tesla Inc | 股票-循環性消費 | 0.50% | -0.09% | +2.18% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.50% | — | -0.03% | |
| 47 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.49% | -0.05% | -1.83% | |
| 48 | DES | Wisdomtree US Smallcap Divid | ETF-其他 | 0.49% | -0.06% | -0.17% | |
| 49 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.45% | -0.07% | -4.12% | |
| 50 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.44% | -0.09% | -2.40% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | +0.7% | NEW | 新建倉 |
| 2 | XLK | Ss Technology Select Sector | +0.5% | -3.72% | 減碼 |
| 3 | ✓ | +0.3% | NEW | 新建倉 | |
| 4 | VGT | Vanguard Info Tech ETF | +0.2% | +604.08% | 加碼 |
| 5 | MU | Micron Technology Inc | +0.2% | +52.59% | 加碼 |
| 6 | VUG | Vanguard Growth ETF | +0.2% | +504.49% | 加碼 |
| 7 | AAPL | Apple Inc | +0.2% | +9.70% | 加碼 |
| 8 | GOOG | Alphabet Inc-cl C | +0.2% | +39.27% | 加碼 |
| 9 | NVDA | Nvidia CORP | +0.2% | +15.95% | 加碼 |
| 10 | AVGO | Broadcom Inc | +0.2% | +53.26% | 加碼 |
| 11 | AMD | Advanced Micro Devices | +0.2% | +49.63% | 加碼 |
| 12 | SPTI | Ss Spdr P Int Term Tsy ETF | +0.2% | NEW | 新建倉 |
| 13 | INTC | Intel CORP | +0.1% | +14.91% | 加碼 |
| 14 | IVW | Ishares S&p 500 Growth ETF | +0.1% | -2.22% | 減碼 |
| 15 | JPM | Jpmorgan Chase & Co | +0.1% | +59.47% | 加碼 |
| 16 | ADBE | Adobe Inc | +0.1% | NEW | 新建倉 |
| 17 | GOOGL | Alphabet Inc-cl A | +0.1% | +6.90% | 加碼 |
| 18 | NSC | Norfolk Southern CORP | +0.1% | +39.01% | 加碼 |
| 19 | TWLO | Twilio Inc - A | +0.1% | NEW | 新建倉 |
| 20 | CRM | Salesforce Inc | +0.1% | NEW | 新建倉 |
| 21 | ITW | Illinois Tool Works | +0.1% | NEW | 新建倉 |
| 22 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +6.05% | 加碼 |
| 23 | VV | Vanguard Large-cap ETF | +0.1% | +0.71% | 加碼 |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +36.66% | 加碼 |
| 25 | FAST | Fastenal Co | +0.1% | NEW | 新建倉 |
| 26 | KLAC | Kla CORP | +0.1% | NEW | 新建倉 |
| 27 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | NEW | 新建倉 |
| 28 | INTU | Intuit Inc | +0.1% | NEW | 新建倉 |
| 29 | SNDK | Sandisk CORP | +0.1% | NEW | 新建倉 |
| 30 | WFC | Wells Fargo & Co | +0.1% | NEW | 新建倉 |
| 31 | DOCU | Docusign Inc | +0.1% | NEW | 新建倉 |
| 32 | LLY | Eli Lilly & Co | +0.1% | -11.54% | 減碼 |
| 33 | VOT | Vanguard Mid-cap Growth ETF | +0.1% | +3.28% | 加碼 |
| 34 | JMST | JPM Ultra-short Muni Income | +0.1% | +32.01% | 加碼 |
| 35 | META | Meta Platforms Inc-class A | +0.1% | +55.89% | 加碼 |
| 36 | CAT | Caterpillar Inc | +0.1% | +3.55% | 加碼 |
| 37 | LRCX | Lam Research CORP | +0.1% | +6.81% | 加碼 |
| 38 | PANW | Palo Alto Networks Inc | +0.1% | +6.82% | 加碼 |
| 39 | AMAT | Applied Materials Inc | +0.1% | -0.58% | 減碼 |
| 40 | MRVL | Marvell Technology Inc | +0.1% | NEW | 新建倉 |
| 41 | PEN | Penumbra Inc | +0.1% | NEW | 新建倉 |
| 42 | EMR | Emerson Electric Co | +0.1% | NEW | 新建倉 |
| 43 | IBM | Intl Business Machines CORP | +0.1% | NEW | 新建倉 |
| 44 | WDAY | Workday Inc-class A | +0.1% | NEW | 新建倉 |
| 45 | CSX | Csx CORP | +0.1% | NEW | 新建倉 |
| 46 | BHP | Bhp Group Ltd-spon Adr | +0.1% | NEW | 新建倉 |
| 47 | SMMU | Pimco Shrt Trm Muni Bnd ETF | 0% | +28.22% | 加碼 |
| 48 | CSCO | Cisco Systems Inc | 0% | +2.19% | 加碼 |
| 49 | VIOO | Vanguard S&p Small-cap 600 E | 0% | NEW | 新建倉 |
| 50 | NEM | Newmont CORP | 0% | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Founders Grove Wealth Partners, LLC 在 Q2 2026 季度的美股持倉總市值約為 US$5.1億，共申報了 184 個公開持股部位。
在 Q2 2026 季度，Founders Grove Wealth Partners, LLC 按市值排列的前三大核心持股分別為：VEA (7.5%)、BIL (5.1%)、VUG (4.6%)。其中最大持股部位 VEA 佔據整體投資組合約 7.5% 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
BND
市值: US$330.4萬
本季最大獲利了結 / 清倉標的
XOM
前期市值: US$165.0萬
在 Q2 2026 季度中，Founders Grove Wealth Partners, LLC 共進行了 188 項持倉異動，包含新建倉 33 個部位、加碼 72 個部位、減碼 72 個部位以及清倉 11 個部位。 其中最大新建倉標的為 BND。 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。