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。
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CIK: 0002108790
申報總市值
US$1.4億
US$1.4億
81 檔
28.3%
根據最新整理的 13F 季度數據集，Fulcrum Wealth Advisors, LLC 於 Q2 2026 結束時的管理資產規模為 US$1.4億。該機構在本季度申報了 81 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q2 2026，Fulcrum Wealth Advisors, LLC 操作展現出積極擴展與加碼意向。本季共新建倉 20 個新部位，並對 30 個既有持股進行加碼（合計增持 50 檔），相較減碼與清倉部位顯著佔優。
整體而言，Fulcrum Wealth Advisors, LLC 的前 5 大持股（包含 SGOL, MSFT, PHYS）貢獻了組合市值的 28.3%，形成該機構在 Q2 2026 季度的基本面基石。
本季最大新建倉標的
SGVT
市值: US$314.9萬
本季最大獲利了結 / 清倉標的
HON
前期市值: US$227.7萬
| # | 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 | SGOL | Abrdn Physical Gold Shares | ETF-避險與商品 | 7.83% | +0.07% | -10.93% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 6.40% | +1.21% | +7.88% | |
| 3 | PHYS | Sprott Physical Gold Trust | 股票-其他 | 5.76% | -0.34% | -26.73% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 5.54% | +0.30% | +8.09% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 5.53% | +0.22% | +34.95% | |
| 6 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 4.44% | +3.20% | -22.05% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 4.14% | -0.44% | -1.18% | |
| 8 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.10% | -0.23% | +2.83% | |
| 9 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 3.48% | -0.45% | -6.19% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.82% | -0.20% | -8.07% | |
| 11 | GE | General Electric | 股票-工業 | 2.64% | -0.26% | +9.72% | |
| 12 | SGVT | Schwab Govt Money Market ETF | ETF-其他 | 2.41% | +0.92% | — | |
| 13 | AVGO | Broadcom Inc | 股票-科技 | 2.38% | -1.32% | -9.82% | |
| 14 | MUFG | Mitsubishi Ufj Finl-spon Adr | 股票-金融 | 2.35% | -0.20% | -2.08% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.28% | -0.17% | +16.82% | |
| 16 | MCK | Mckesson CORP | 股票-醫療保健 | 2.27% | -0.69% | +81.33% | |
| 17 | IBM | Intl Business Machines CORP | 股票-科技 | 2.25% | -1.78% | -22.33% | |
| 18 | PFE | Pfizer Inc | 股票-醫療保健 | 1.96% | -1.23% | — | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.94% | -0.24% | +9.56% | |
| 20 | AZN | AstraZeneca PLC | 股票-醫療保健 | 1.92% | -0.27% | +1.62% | |
| 21 | IXN | Ishares Global Tech ETF | ETF-科技型 | 1.72% | -0.11% | — | |
| 22 | WMT | Walmart Inc | 股票-非循環性消費 | 1.53% | +0.12% | +190.53% | |
| 23 | CMI | Cummins Inc | 股票-工業 | 1.25% | -0.05% | -65.01% | |
| 24 | NFLX | Netflix Inc | 股票-通訊服務 | 1.21% | -0.47% | -32.19% | |
| 25 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 1.06% | -0.07% | -2.04% | |
| 26 | ✓ | 股票-其他 | 0.99% | -0.99% | EXIT | ||
| 27 | ✓ | 股票-其他 | 0.97% | -0.97% | EXIT | ||
| 28 | TSLA | Tesla Inc | 股票-循環性消費 | 0.86% | +0.04% | +1.78% | |
| 29 | SLS | Sellas Life Sciences Group I | 股票-其他 | 0.83% | -0.10% | -41.28% | |
| 30 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.81% | -0.10% | +27.43% | |
| 31 | ✓ | 股票-其他 | 0.79% | -0.16% | — | ||
| 32 | AMD | Advanced Micro Devices | 股票-科技 | 0.73% | -0.02% | +3.44% | |
| 33 | BA | Boeing Co/the | 股票-工業 | 0.66% | -0.15% | +0.63% | |
| 34 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.59% | -0.07% | -2.88% | |
| 35 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.59% | +0.05% | +113.40% | |
| 36 | ORCL | Oracle CORP | 股票-科技 | 0.53% | +1.41% | +70.95% | |
| 37 | CSCO | Cisco Systems Inc | 股票-科技 | 0.53% | -0.10% | -7.16% | |
| 38 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-其他 | 0.51% | -0.06% | -1.73% | |
| 39 | CAIE | Calamos Autocallable Inc ETF | ETF-其他 | 0.50% | +0.01% | -1.98% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.46% | -0.06% | +38.40% | |
| 41 | V | Visa Inc-class A Shares | 股票-金融 | 0.44% | -0.04% | +41.53% | |
| 42 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.40% | -0.02% | — | |
| 43 | FAST | Fastenal Co | 股票-工業 | 0.40% | -0.02% | +0.36% | |
| 44 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.39% | -0.02% | — | |
| 45 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.38% | -0.05% | +295.01% | |
| 46 | ET | Energy Transfer LP | 股票-能源 | 0.36% | +0.03% | -0.86% | |
| 47 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 0.36% | +0.03% | +26.82% | |
| 48 | TEVA | Teva Pharmaceutical-sp Adr | 股票-醫療保健 | 0.35% | -0.35% | EXIT | |
| 49 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.34% | -0.06% | +2400.00% | |
| 50 | EXI | Ishares Global Industrials E | ETF-其他 | 0.33% | -0.33% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SGVT | Schwab Govt Money Market ETF | +2.4% | NEW | 新建倉 |
| 2 | PFE | Pfizer Inc | +2% | NEW | 新建倉 |
| 3 | IXN | Ishares Global Tech ETF | +1.7% | NEW | 新建倉 |
| 4 | AAPL | Apple Inc | +1.6% | +34.95% | 加碼 |
| 5 | ✓ | +1% | NEW | 新建倉 | |
| 6 | ✓ | +1% | NEW | 新建倉 | |
| 7 | WMT | Walmart Inc | +0.9% | +190.53% | 加碼 |
| 8 | ✓ | +0.8% | NEW | 新建倉 | |
| 9 | MCK | Mckesson CORP | +0.7% | +81.33% | 加碼 |
| 10 | NVDA | Nvidia CORP | +0.7% | +8.09% | 加碼 |
| 11 | GE | General Electric | +0.7% | +9.72% | 加碼 |
| 12 | TSM | Taiwan Semiconductor-sp Adr | +0.6% | -6.19% | 減碼 |
| 13 | AMD | Advanced Micro Devices | +0.5% | +3.44% | 加碼 |
| 14 | GOOGL | Alphabet Inc-cl A | +0.4% | +9.56% | 加碼 |
| 15 | SLS | Sellas Life Sciences Group I | +0.4% | -41.28% | 減碼 |
| 16 | EXI | Ishares Global Industrials E | +0.3% | NEW | 新建倉 |
| 17 | AMZN | Amazon.com Inc | +0.3% | +2.83% | 加碼 |
| 18 | VXUS | Vanguard Total Intl Stock | +0.3% | +113.40% | 加碼 |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | +16.82% | 加碼 |
| 20 | LLY | Eli Lilly & Co | +0.2% | NEW | 新建倉 |
| 21 | GS | Goldman Sachs Group Inc | +0.2% | NEW | 新建倉 |
| 22 | PLMR | Palomar Holdings Inc | +0.2% | NEW | 新建倉 |
| 23 | PINE | Alpine Income Property Trust | +0.2% | NEW | 新建倉 |
| 24 | IXJ | Ishares Global Healthcare Et | +0.2% | NEW | 新建倉 |
| 25 | VOO | Vanguard S&p 500 ETF | +0.2% | -1.18% | 減碼 |
| 26 | ORCL | Oracle CORP | +0.2% | +70.95% | 加碼 |
| 27 | FDS | Factset Research Systems Inc | +0.2% | NEW | 新建倉 |
| 28 | RXI | Ishares Global Consumer Disc | +0.2% | NEW | 新建倉 |
| 29 | SBUX | Starbucks CORP | +0.2% | NEW | 新建倉 |
| 30 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +38.40% | 加碼 |
| 31 | SCHD | Schwab US Dvd Equity ETF | +0.2% | NEW | 新建倉 |
| 32 | VIG | Vanguard Dividend Apprec ETF | +0.2% | NEW | 新建倉 |
| 33 | ALK | Alaska Air Group Inc | +0.2% | NEW | 新建倉 |
| 34 | MDT | Medtronic plc | +0.2% | NEW | 新建倉 |
| 35 | V | Visa Inc-class A Shares | +0.1% | +41.53% | 加碼 |
| 36 | GOOG | Alphabet Inc-cl C | +0.1% | -8.07% | 減碼 |
| 37 | MUFG | Mitsubishi Ufj Finl-spon Adr | +0.1% | -2.08% | 減碼 |
| 38 | CSCO | Cisco Systems Inc | +0.1% | -7.16% | 減碼 |
| 39 | COST | Costco Wholesale CORP | +0.1% | +27.43% | 加碼 |
| 40 | JEPQ | JPM Nasdaq Equity Premium | +0.1% | +26.82% | 加碼 |
| 41 | JPM | Jpmorgan Chase & Co | +0.1% | +36.20% | 加碼 |
| 42 | SNOW | Snowflake Inc | +0.1% | -17.09% | 減碼 |
| 43 | TSLA | Tesla Inc | +0.1% | +1.78% | 加碼 |
| 44 | RTX | Rtx CORP | 0% | +26.19% | 加碼 |
| 45 | AVGO | Broadcom Inc | 0% | -9.82% | 減碼 |
| 46 | ABBV | Abbvie Inc | 0% | — | 不變 |
| 47 | MSFT | Microsoft CORP | 0% | +7.88% | 加碼 |
| 48 | VB | Vanguard Small-cap ETF | 0% | -2.88% | 減碼 |
| 49 | SCHK | Schwab 1000 Index ETF | 0% | — | 不變 |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -0.37% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Fulcrum Wealth Advisors, LLC 在 Q2 2026 季度的美股持倉總市值約為 US$1.4億，共申報了 81 個公開持股部位。
在 Q2 2026 季度，Fulcrum Wealth Advisors, LLC 按市值排列的前三大核心持股分別為：SGOL (7.8%)、MSFT (6.4%)、PHYS (5.8%)。其中最大持股部位 SGOL 佔據整體投資組合約 7.8% 的權重。
在 Q2 2026 季度中，Fulcrum Wealth Advisors, LLC 共進行了 84 項持倉異動，包含新建倉 20 個部位、加碼 30 個部位、減碼 24 個部位以及清倉 10 個部位。 其中最大新建倉標的為 SGVT。 本季清倉部位包含 HON。
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。
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。
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。