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: 0002056418
申報總市值
US$2.2億
US$2.2億
164 檔
37.2%
在 Q2 2026 的 13F 官方備案中，Grant Private Wealth Management Inc 管理的美股投資組合規模來到 US$2.2億，整體持股檔數為 164 檔。
Grant Private Wealth Management Inc 於 Q2 2026 展現出進攻型調倉步調，本季推動了 17 檔股票的新建倉與 79 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，Grant Private Wealth Management Inc 的前 5 大核心持股（包含 NVDA, META, AAPL 等）合計佔整體申報市值的 37.2%，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 | NVDA | Nvidia CORP | 股票-科技 | 11.93% | -2.26% | +8.65% | |
| 2 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 6.21% | +0.27% | +29.65% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 6.14% | -0.04% | +16.47% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 5.61% | -0.38% | +17.51% | |
| 5 | AVGO | Broadcom Inc | 股票-科技 | 5.10% | -2.56% | +11.30% | |
| 6 | AMD | Advanced Micro Devices | 股票-科技 | 3.57% | +0.15% | +12.58% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.50% | -0.58% | +4.09% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.84% | +1.16% | +24.50% | |
| 9 | TSLA | Tesla Inc | 股票-循環性消費 | 2.44% | -0.47% | +4.67% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.79% | +0.88% | +11.31% | |
| 11 | LRCX | Lam Research CORP | 股票-科技 | 1.76% | -0.46% | -0.41% | |
| 12 | UBER | Uber Technologies Inc | 股票-工業 | 1.71% | -1.15% | +5.00% | |
| 13 | MU | Micron Technology Inc | 股票-科技 | 1.56% | +0.70% | -0.96% | |
| 14 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.35% | +0.36% | +9.49% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.31% | -0.08% | +5.70% | |
| 16 | NFLX | Netflix Inc | 股票-通訊服務 | 1.11% | -0.28% | -2.93% | |
| 17 | DFSV | Dimensional US Small Cap Val | ETF-中小型股 | 0.94% | -0.94% | EXIT | |
| 18 | INTC | Intel CORP | 股票-科技 | 0.89% | -0.20% | -6.03% | |
| 19 | AMAT | Applied Materials Inc | 股票-科技 | 0.88% | -0.26% | +36.09% | |
| 20 | HELO | Jpmorgan Hedged Equity ETF | ETF-其他 | 0.84% | +0.34% | -12.39% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.79% | +0.04% | -2.45% | |
| 22 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.78% | -0.02% | +362.56% | |
| 23 | CAT | Caterpillar Inc | 股票-工業 | 0.77% | -0.09% | +7.57% | |
| 24 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.76% | -0.08% | +5.18% | |
| 25 | V | Visa Inc-class A Shares | 股票-金融 | 0.72% | -0.08% | +5.56% | |
| 26 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.72% | -0.03% | +44.25% | |
| 27 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.71% | +0.04% | -8.47% | |
| 28 | NOW | Servicenow Inc | 股票-科技 | 0.71% | +0.17% | +19.74% | |
| 29 | ARKK | Ark Innovation ETF | ETF-其他 | 0.69% | -0.14% | -5.52% | |
| 30 | TXN | Texas Instruments Inc | 股票-科技 | 0.67% | -0.28% | +12.23% | |
| 31 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.64% | +0.50% | +7.23% | |
| 32 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.62% | -0.19% | -1.15% | |
| 33 | CSCO | Cisco Systems Inc | 股票-科技 | 0.61% | +0.32% | +39.38% | |
| 34 | NET | Cloudflare Inc - Class A | 股票-科技 | 0.58% | +0.09% | +6.16% | |
| 35 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.57% | +0.27% | -54.35% | |
| 36 | ALGN | Align Technology Inc | 股票-醫療保健 | 0.56% | -0.04% | +13.10% | |
| 37 | C | Citigroup Inc | 股票-金融 | 0.50% | -0.30% | +29.00% | |
| 38 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.49% | -0.21% | +12.86% | |
| 39 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.49% | -0.16% | +12.64% | |
| 40 | ANET | Arista Networks Inc | 股票-科技 | 0.48% | -0.06% | +12.75% | |
| 41 | INTU | Intuit Inc | 股票-科技 | 0.47% | +0.24% | +0.93% | |
| 42 | ZM | Zoom Communications Inc | 股票-科技 | 0.44% | -0.11% | -0.93% | |
| 43 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 0.44% | +0.04% | +25.54% | |
| 44 | BLK | Blackrock Inc | 股票-金融 | 0.44% | -0.16% | +8.01% | |
| 45 | QCOM | Qualcomm Inc | 股票-科技 | 0.44% | -0.25% | +37.82% | |
| 46 | XOM | Exxon Mobil CORP | 股票-能源 | 0.43% | -0.43% | EXIT | |
| 47 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.43% | +0.40% | +7.08% | |
| 48 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.43% | +0.13% | -15.53% | |
| 49 | CRM | Salesforce Inc | 股票-科技 | 0.43% | +0.26% | -9.25% | |
| 50 | FHEQ | Fidelity Hedged Equity ETF | ETF-其他 | 0.41% | +0.02% | -15.05% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AMD | Advanced Micro Devices | +2.2% | +12.58% | 加碼 |
| 2 | MU | Micron Technology Inc | +1% | -0.96% | 減碼 |
| 3 | LRCX | Lam Research CORP | +0.7% | -0.41% | 減碼 |
| 4 | ABT | Abbott Laboratories | +0.5% | +362.56% | 加碼 |
| 5 | INTC | Intel CORP | +0.5% | -6.03% | 減碼 |
| 6 | AMAT | Applied Materials Inc | +0.5% | +36.09% | 加碼 |
| 7 | AVGO | Broadcom Inc | +0.4% | +11.30% | 加碼 |
| 8 | AMZN | Amazon.com Inc | +0.4% | +17.51% | 加碼 |
| 9 | AAPL | Apple Inc | +0.3% | +16.47% | 加碼 |
| 10 | UNH | Unitedhealth Group Inc | +0.3% | +44.25% | 加碼 |
| 11 | GOOGL | Alphabet Inc-cl A | +0.3% | +4.09% | 加碼 |
| 12 | CSCO | Cisco Systems Inc | +0.2% | +39.38% | 加碼 |
| 13 | KLAC | Kla CORP | +0.2% | NEW | 新建倉 |
| 14 | TXN | Texas Instruments Inc | +0.2% | +12.23% | 加碼 |
| 15 | CAT | Caterpillar Inc | +0.2% | +7.57% | 加碼 |
| 16 | VGT | Vanguard Info Tech ETF | +0.2% | NEW | 新建倉 |
| 17 | QCOM | Qualcomm Inc | +0.2% | +37.82% | 加碼 |
| 18 | HDV | Ishares Core High Dividend E | +0.1% | NEW | 新建倉 |
| 19 | CLX | Clorox Company | +0.1% | NEW | 新建倉 |
| 20 | TXG | 10x Genomics Inc-class A | +0.1% | NEW | 新建倉 |
| 21 | GNRC | Generac Holdings Inc | +0.1% | NEW | 新建倉 |
| 22 | AVT | Avnet Inc | +0.1% | +37.69% | 加碼 |
| 23 | ADBE | Adobe Inc | +0.1% | NEW | 新建倉 |
| 24 | IGPT | Invesco Ai And Next Gen Soft | +0.1% | NEW | 新建倉 |
| 25 | C | Citigroup Inc | +0.1% | +29.00% | 加碼 |
| 26 | XLV | Ss Health Care Select Sector | +0.1% | NEW | 新建倉 |
| 27 | RKLB | Rocket Lab CORP | +0.1% | NEW | 新建倉 |
| 28 | GEV | GE Vernova Inc | +0.1% | NEW | 新建倉 |
| 29 | IWM | Ishares Russell 2000 ETF | +0.1% | NEW | 新建倉 |
| 30 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | +0.1% | NEW | 新建倉 |
| 31 | ANET | Arista Networks Inc | +0.1% | +12.75% | 加碼 |
| 32 | SOXX | Ishares Semiconductor ETF | +0.1% | -6.24% | 減碼 |
| 33 | UNP | Union Pacific CORP | +0.1% | NEW | 新建倉 |
| 34 | SPHD | Invesco S&p 500 High Dividen | +0.1% | NEW | 新建倉 |
| 35 | HQY | Healthequity Inc | +0.1% | NEW | 新建倉 |
| 36 | META | Meta Platforms Inc-class A | +0.1% | +29.65% | 加碼 |
| 37 | CMI | Cummins Inc | +0.1% | NEW | 新建倉 |
| 38 | LLY | Eli Lilly & Co | +0.1% | +7.23% | 加碼 |
| 39 | ASML | ASML Holding N.V. | +0.1% | +20.26% | 加碼 |
| 40 | MTB | M & T Bank CORP | +0.1% | +52.41% | 加碼 |
| 41 | PSA | Public Storage | +0.1% | +45.99% | 加碼 |
| 42 | MS | Morgan Stanley | +0.1% | +23.42% | 加碼 |
| 43 | ADP | Automatic Data Processing | +0.1% | +53.67% | 加碼 |
| 44 | F | Ford Motor Co | +0.1% | +42.90% | 加碼 |
| 45 | JEPQ | JPM Nasdaq Equity Premium | 0% | +25.54% | 加碼 |
| 46 | MO | Altria Group Inc | 0% | +32.43% | 加碼 |
| 47 | XYLD | Global X S&p 500 Cove Call E | 0% | +42.45% | 加碼 |
| 48 | DAL | Delta Air Lines Inc | 0% | +6.82% | 加碼 |
| 49 | ORCL | Oracle CORP | 0% | +35.45% | 加碼 |
| 50 | RTX | Rtx CORP | 0% | +40.12% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Grant Private Wealth Management Inc 在 Q2 2026 季度的美股持倉總市值約為 US$2.2億，共申報了 164 個公開持股部位。
在 Q2 2026 季度，Grant Private Wealth Management Inc 按市值排列的前三大核心持股分別為：NVDA (11.9%)、META (6.2%)、AAPL (6.1%)。其中最大持股部位 NVDA 佔據整體投資組合約 11.9% 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
KLAC
市值: US$48.9萬
本季最大獲利了結 / 清倉標的
QQQI
前期市值: US$144.1萬
在 Q2 2026 季度中，Grant Private Wealth Management Inc 共進行了 157 項持倉異動，包含新建倉 17 個部位、加碼 79 個部位、減碼 54 個部位以及清倉 7 個部位。 其中最大新建倉標的為 KLAC。 本季清倉部位包含 QQQI。
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。