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: 0001907528
申報總市值
US$1.3億
US$1.3億
62 檔
27.2%
Graham Capital Wealth Management, LLC 在 Q2 2026 季度的美股部位總計估值為 US$1.3億，分散於 62 個持倉標的之中，反映其市場參與廣度與投資規模。
觀察 Q2 2026 的資金脈絡，Graham Capital Wealth Management, LLC 在獲利結算 5 檔個股的同時，將資本重新部署至 11 檔新選標的，展現主動管理機構的輪動節奏。
在資產配置集中度方面，Graham Capital Wealth Management, LLC 的前 5 大核心持股（包含 AMERICAN EXCEPTIONALISM ACQU, RSPT, EFSI 等）合計佔整體申報市值的 27.2%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | ✓ | American Exceptionalism Acqu | 股票-其他 | 8.58% | +1.10% | +14.29% | |
| 2 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 6.06% | -0.70% | -19.17% | |
| 3 | EFSI | Eagle Financial Services Inc | 股票-其他 | 4.35% | +0.41% | -1.03% | |
| 4 | ✓ | 股票-其他 | 4.13% | — | +10.46% | ||
| 5 | RSPC | Invesco S&p 500 Equal Weig C | ETF-大型股與成長 | 3.79% | -0.46% | -1.99% | |
| 6 | SFBC | Sound Financial Bancorp Inc | 股票-其他 | 3.77% | +0.14% | +4.27% | |
| 7 | ✓ | Cmb.Tech Nv Shs | 股票-其他 | 3.63% | +1.27% | -13.60% | |
| 8 | TRU | Transunion | 股票-金融 | 3.27% | -1.19% | +0.66% | |
| 9 | RSPN | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 3.20% | -3.20% | EXIT | |
| 10 | CCB | Coastal Financial Corp/wa | 股票-其他 | 3.03% | +0.39% | +1.51% | |
| 11 | NMM | Navios Maritime Partners L.P. | 股票-其他 | 2.98% | +0.86% | — | |
| 12 | LNG | Cheniere Energy Inc | 股票-能源 | 2.95% | -0.24% | +2.31% | |
| 13 | BRBS | Blue Ridge Bankshares Inc | 股票-其他 | 2.80% | -2.80% | EXIT | |
| 14 | PEG | Public Service Enterprise Gp | 股票-公用事業 | 2.73% | -0.48% | +3.47% | |
| 15 | ECO | Okeanis Eco Tankers Corp. | 股票-其他 | 2.67% | +0.19% | +31.09% | |
| 16 | D | Dominion Energy Inc | 股票-公用事業 | 2.66% | -0.30% | +2.73% | |
| 17 | WMB | Williams Cos Inc | 股票-能源 | 2.62% | -0.09% | — | |
| 18 | CPBI | Central Plains Bancshares In | 股票-其他 | 2.59% | +0.14% | -0.89% | |
| 19 | EOG | Eog Resources Inc | 股票-能源 | 2.55% | +0.18% | +2.86% | |
| 20 | CLST | Catalyst Bancorp Inc | 股票-其他 | 2.50% | +0.17% | -0.68% | |
| 21 | ENB | Enbridge Inc | 股票-能源 | 2.35% | -0.34% | -1.12% | |
| 22 | HYNE | Hoyne Bancorp Inc | 股票-其他 | 2.27% | +0.17% | — | |
| 23 | DVN | Devon Energy CORP | 股票-能源 | 2.13% | +0.26% | — | |
| 24 | APO | Apollo Global Management Inc | 股票-金融 | 1.77% | -0.03% | -1.19% | |
| 25 | PPHC | Public Policy Holding Co Inc | 股票-其他 | 1.62% | +0.73% | +49.62% | |
| 26 | SBLK | Star Bulk Carriers Corp. | 股票-其他 | 1.46% | +0.28% | +1.71% | |
| 27 | NSTS | Nsts Bancorp Inc | 股票-其他 | 1.16% | -1.16% | EXIT | |
| 28 | VTOL | Bristow Group Inc | 股票-其他 | 1.14% | -0.02% | -1.62% | |
| 29 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.11% | -0.03% | -1.33% | |
| 30 | ELME | Elme Communities | 股票-其他 | 1.10% | +0.23% | — | |
| 31 | CPT | Camden Property Trust | 股票-房地產 | 1.03% | -1.03% | EXIT | |
| 32 | LSBK | Lake Shore Bancorp Inc/md | 股票-其他 | 1.03% | +0.16% | -0.86% | |
| 33 | UDR | Udr Inc | 股票-房地產 | 0.92% | -0.92% | EXIT | |
| 34 | AAPL | Apple Inc | 股票-科技 | 0.81% | +0.13% | -5.04% | |
| 35 | CLOA | Ishares Aaa Clo Act Etf-usdi | ETF-其他 | 0.76% | +0.24% | +72.00% | |
| 36 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.65% | +0.01% | -5.43% | |
| 37 | FNRN | First Northern Community Ban | 股票-其他 | 0.62% | -0.62% | EXIT | |
| 38 | ✓ | 股票-其他 | 0.56% | -0.04% | — | ||
| 39 | MAA | Mid-america Apartment Comm | 股票-房地產 | 0.54% | -0.54% | EXIT | |
| 40 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.52% | +0.01% | -1.07% | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.48% | +0.06% | +15.63% | |
| 42 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.48% | -0.06% | — | |
| 43 | NVDA | Nvidia CORP | 股票-科技 | 0.43% | -0.08% | -0.90% | |
| 44 | MSFT | Microsoft CORP | 股票-科技 | 0.43% | +0.16% | — | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.37% | +0.01% | +1.73% | |
| 46 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.32% | +0.08% | -2.37% | |
| 47 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.32% | — | -0.29% | |
| 48 | PM | Philip Morris International | 股票-非循環性消費 | 0.30% | +0.02% | -0.61% | |
| 49 | WMT | Walmart Inc | 股票-非循環性消費 | 0.23% | -0.01% | -4.89% | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.23% | -0.01% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NMM | Navios Maritime Partners L.P. | +3% | NEW | 新建倉 |
| 2 | WMB | Williams Cos Inc | +2.6% | NEW | 新建倉 |
| 3 | HYNE | Hoyne Bancorp Inc | +2.3% | NEW | 新建倉 |
| 4 | DVN | Devon Energy CORP | +2.1% | NEW | 新建倉 |
| 5 | ELME | Elme Communities | +1.1% | NEW | 新建倉 |
| 6 | ✓ | American Exceptionalism Acqu | +0.7% | +14.29% | 加碼 |
| 7 | FNRN | First Northern Community Ban | +0.6% | NEW | 新建倉 |
| 8 | ✓ | +0.6% | NEW | 新建倉 | |
| 9 | ECO | Okeanis Eco Tankers Corp. | +0.3% | +31.09% | 加碼 |
| 10 | CLOA | Ishares Aaa Clo Act Etf-usdi | +0.3% | +72.00% | 加碼 |
| 11 | FBCG | Fidelity Blue Chip Grow ETF | +0.2% | NEW | 新建倉 |
| 12 | IUSG | Ishares Core S&p U.s. Growth | +0.2% | NEW | 新建倉 |
| 13 | FDVV | Fidelity High Dividend ETF | +0.2% | NEW | 新建倉 |
| 14 | GOOG | Alphabet Inc-cl C | +0.2% | NEW | 新建倉 |
| 15 | NSTS | Nsts Bancorp Inc | +0.1% | +8.55% | 加碼 |
| 16 | EFSI | Eagle Financial Services Inc | +0.1% | -1.03% | 減碼 |
| 17 | GOOGL | Alphabet Inc-cl A | +0.1% | -1.33% | 減碼 |
| 18 | VOO | Vanguard S&p 500 ETF | +0.1% | +15.63% | 加碼 |
| 19 | LSBK | Lake Shore Bancorp Inc/md | 0% | -0.86% | 減碼 |
| 20 | RSPT | Invesco S&p 500 Equal Weight | 0% | -19.17% | 減碼 |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | +1.73% | 加碼 |
| 22 | NVDA | Nvidia CORP | — | -0.90% | 減碼 |
| 23 | AMZN | Amazon.com Inc | — | -0.29% | 減碼 |
| 24 | IVV | Ishares Core S&p 500 ETF | — | — | 不變 |
| 25 | FUTY | Fidelity Msci US Utilities | — | +15.90% | 加碼 |
| 26 | ETSY 0.125 09-01-27債券 | Etsy Inc | — | — | 不變 |
| 27 | PM | Philip Morris International | 0% | -0.61% | 減碼 |
| 28 | JPM | Jpmorgan Chase & Co | 0% | -1.07% | 減碼 |
| 29 | HD | Home Depot Inc | 0% | — | 不變 |
| 30 | OKTA 0.375 06-15-26債券 | Okta Inc | 0% | EXIT | 清倉 |
| 31 | CI | THE Cigna Group | 0% | -1.08% | 減碼 |
| 32 | KTF | Dws Municipal Income Trust | 0% | -0.83% | 減碼 |
| 33 | D | Dominion Energy Inc | 0% | +2.73% | 加碼 |
| 34 | PDBC | Invesco Optimum Yield Divers | 0% | -0.80% | 減碼 |
| 35 | RTX | Rtx CORP | 0% | -3.39% | 減碼 |
| 36 | AAPL | Apple Inc | -0.1% | -5.04% | 減碼 |
| 37 | MAA | Mid-america Apartment Comm | -0.1% | -7.59% | 減碼 |
| 38 | SBLK | Star Bulk Carriers Corp. | -0.1% | +1.71% | 加碼 |
| 39 | CPT | Camden Property Trust | -0.1% | -7.62% | 減碼 |
| 40 | UDR | Udr Inc | -0.1% | -8.80% | 減碼 |
| 41 | MSFT | Microsoft CORP | -0.1% | — | 不變 |
| 42 | META | Meta Platforms Inc-class A | -0.1% | -2.37% | 減碼 |
| 43 | ✓ | -0.1% | +10.46% | 加碼 | |
| 44 | WMT | Walmart Inc | -0.1% | -4.89% | 減碼 |
| 45 | SLV | Ishares Silver Trust | -0.1% | -2.50% | 減碼 |
| 46 | CPBI | Central Plains Bancshares In | -0.1% | -0.89% | 減碼 |
| 47 | NEE | Nextera Energy Inc | -0.1% | — | 不變 |
| 48 | APO | Apollo Global Management Inc | -0.2% | -1.19% | 減碼 |
| 49 | NFLX | Netflix Inc | -0.2% | EXIT | 清倉 |
| 50 | PEP | Pepsico Inc | -0.2% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Graham Capital Wealth Management, LLC 在 Q2 2026 季度的美股持倉總市值約為 US$1.3億，共申報了 62 個公開持股部位。
在 Q2 2026 季度，Graham Capital Wealth Management, LLC 按市值排列的前三大核心持股分別為：AMERICAN EXCEPTIONALISM ACQU (8.6%)、RSPT (6.1%)、EFSI (4.3%)。其中最大持股部位 AMERICAN EXCEPTIONALISM ACQU 佔據整體投資組合約 8.6% 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
NMM
市值: US$385.5萬
本季最大獲利了結 / 清倉標的
CTRA
前期市值: US$319.7萬
在 Q2 2026 季度中，Graham Capital Wealth Management, LLC 共進行了 62 項持倉異動，包含新建倉 11 個部位、加碼 18 個部位、減碼 28 個部位以及清倉 5 個部位。 其中最大新建倉標的為 NMM。 本季清倉部位包含 CTRA。
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。