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: 0001749914
申報總市值
US$10.1億
US$10.1億
182 檔
15.9%
根據最新整理的 13F 季度數據集，Insight Wealth Strategies, LLC 於 Q2 2026 結束時的管理資產規模為 US$10.1億。該機構在本季度申報了 182 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，Insight Wealth Strategies, LLC 採取了強勁的買進策略，建倉與加碼動作（合計 116 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。
檢視投資組合結構，前 5 大主力部位（包含 PAAA, SPMO, DYNF）占據了總市值的 15.9%，展現出該機構在 Q2 2026 的重點資金聚焦與風險分佈特徵。
| # | 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 | PAAA | Pgim Aaa Clo ETF | ETF-其他 | 3.28% | -0.36% | +3395.22% | |
| 2 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型股與成長 | 3.27% | +0.43% | +14.57% | |
| 3 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-其他 | 3.23% | +0.11% | +3.15% | |
| 4 | VCLT | Vanguard Long-term CORP Bond | ETF-投資等級公司債 | 3.06% | -0.04% | +16.22% | |
| 5 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 2.89% | -0.18% | -2.19% | |
| 6 | CVX | Chevron CORP | 股票-能源 | 2.77% | +0.50% | -2.18% | |
| 7 | FLTR | Vaneck Ig Floating Rate ETF | ETF-其他 | 2.76% | +0.12% | — | |
| 8 | TFLR | T Rowe Price Floating Rt ETF | ETF-其他 | 2.74% | -0.82% | +102.23% | |
| 9 | LVHI | Franklin International Low V | ETF-其他 | 2.68% | +0.97% | +8.49% | |
| 10 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 2.65% | -0.11% | +990.33% | |
| 11 | LRCX | Lam Research CORP | 股票-科技 | 2.32% | -0.32% | -12.09% | |
| 12 | VPLS | Vanguard Core-plus Bond ETF | ETF-其他 | 2.27% | -0.01% | -12.07% | |
| 13 | IDMO | Invesco S&p International De | ETF-其他 | 2.25% | -0.71% | +4.67% | |
| 14 | VRP | Invesco Variable Rate Prefer | ETF-其他 | 2.21% | -2.21% | EXIT | |
| 15 | GARP | Ishares Msci USA Quality Gar | ETF-其他 | 2.04% | +0.87% | — | |
| 16 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 1.95% | +0.11% | — | |
| 17 | KRE | Ss Spdr S&p Regional Bank | ETF-其他 | 1.84% | -1.81% | — | |
| 18 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 1.82% | -1.82% | EXIT | |
| 19 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.67% | -0.73% | +14.60% | |
| 20 | CDX | Simplify High Yield ETF | ETF-非投資等級債 | 1.56% | -0.43% | +12.38% | |
| 21 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 1.53% | -0.06% | +1.53% | |
| 22 | XMMO | Invesco S&p Midcap Momentum | ETF-其他 | 1.51% | -1.43% | +1.13% | |
| 23 | AAPL | Apple Inc | 股票-科技 | 1.36% | +0.20% | +3.70% | |
| 24 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.31% | -0.02% | -0.32% | |
| 25 | IHE | Ishares US Pharmaceuticals E | ETF-其他 | 1.18% | -1.15% | +3.33% | |
| 26 | SAMT | Strategas Macro Them Opps | ETF-其他 | 1.15% | -0.11% | +1.18% | |
| 27 | KLAC | Kla CORP | 股票-科技 | 1.15% | -0.29% | +745.32% | |
| 28 | HFGM | Unltd Hfgm Global Macro ETF | ETF-其他 | 1.11% | +0.10% | +637.08% | |
| 29 | LQDA | Liquidia CORP | 股票-其他 | 0.96% | -0.64% | -12.88% | |
| 30 | DOCN | Digitalocean Holdings Inc | 股票-科技 | 0.90% | -0.86% | -31.32% | |
| 31 | FTNT | Fortinet Inc | 股票-科技 | 0.90% | -0.11% | +5.75% | |
| 32 | STX | Seagate Technology Holdings plc | 股票-科技 | 0.88% | +0.03% | -49.66% | |
| 33 | FIX | Comfort Systems USA Inc | 股票-工業 | 0.84% | -0.17% | -14.73% | |
| 34 | SWK | Stanley Black & Decker Inc | 股票-工業 | 0.75% | -0.02% | +20.56% | |
| 35 | MSFT | Microsoft CORP | 股票-科技 | 0.75% | +0.25% | +7.38% | |
| 36 | NVDA | Nvidia CORP | 股票-科技 | 0.75% | +0.11% | +27.17% | |
| 37 | HD | Home Depot Inc | 股票-循環性消費 | 0.74% | -0.13% | +34.74% | |
| 38 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.72% | -0.02% | -2.42% | |
| 39 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.71% | +0.03% | +7.38% | |
| 40 | BIIB | Biogen Inc | 股票-醫療保健 | 0.70% | +0.06% | +16.95% | |
| 41 | GWW | Ww Grainger Inc | 股票-工業 | 0.70% | -0.04% | +1.21% | |
| 42 | ASTH | Astrana Health Inc | 股票-其他 | 0.70% | -0.21% | -0.00% | |
| 43 | INCY | Incyte CORP | 股票-醫療保健 | 0.69% | +0.07% | — | |
| 44 | COR | Cencora Inc | 股票-醫療保健 | 0.68% | +0.04% | +37.62% | |
| 45 | APP | Applovin Corp-class A | 股票-科技 | 0.68% | -0.68% | EXIT | |
| 46 | BPOP | Popular Inc | 股票-金融 | 0.67% | -0.03% | — | |
| 47 | TER | Teradyne Inc | 股票-科技 | 0.67% | -0.01% | — | |
| 48 | CDW | Cdw Corp/de | 股票-科技 | 0.67% | -0.03% | +4.44% | |
| 49 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.66% | +0.12% | +8.02% | |
| 50 | MSI | Motorola Solutions Inc | 股票-科技 | 0.66% | +0.06% | +25.62% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | PAAA | Pgim Aaa Clo ETF | +3.2% | +3395.22% | 加碼 |
| 2 | FLTR | Vaneck Ig Floating Rate ETF | +2.8% | NEW | 新建倉 |
| 3 | TLT | Ishares 20+ Year Treasury Bd | +2.4% | +990.33% | 加碼 |
| 4 | VRP | Invesco Variable Rate Prefer | +2.2% | NEW | 新建倉 |
| 5 | GARP | Ishares Msci USA Quality Gar | +2% | NEW | 新建倉 |
| 6 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +2% | NEW | 新建倉 |
| 7 | KRE | Ss Spdr S&p Regional Bank | +1.8% | NEW | 新建倉 |
| 8 | TFLR | T Rowe Price Floating Rt ETF | +1.2% | +102.23% | 加碼 |
| 9 | HFGM | Unltd Hfgm Global Macro ETF | +0.9% | +637.08% | 加碼 |
| 10 | SPMO | Invesco S&p 500 Momentum ETF | +0.9% | +14.57% | 加碼 |
| 11 | INCY | Incyte CORP | +0.7% | NEW | 新建倉 |
| 12 | APP | Applovin Corp-class A | +0.7% | NEW | 新建倉 |
| 13 | LRCX | Lam Research CORP | +0.7% | -12.09% | 減碼 |
| 14 | BPOP | Popular Inc | +0.7% | NEW | 新建倉 |
| 15 | TER | Teradyne Inc | +0.7% | NEW | 新建倉 |
| 16 | RNG | Ringcentral Inc-class A | +0.7% | NEW | 新建倉 |
| 17 | UCTT | Ultra Clean Holdings Inc | +0.6% | NEW | 新建倉 |
| 18 | ILMN | Illumina Inc | +0.6% | NEW | 新建倉 |
| 19 | BWXT | Bwx Technologies Inc | +0.6% | NEW | 新建倉 |
| 20 | CF | Cf Industries Holdings Inc | +0.6% | NEW | 新建倉 |
| 21 | NTAP | Netapp Inc | +0.6% | NEW | 新建倉 |
| 22 | KN | Knowles CORP | +0.6% | NEW | 新建倉 |
| 23 | ARW | Arrow Electronics Inc | +0.5% | NEW | 新建倉 |
| 24 | STIP | Ishares 0-5 Year Tips Bond E | +0.5% | +55.69% | 加碼 |
| 25 | VLUE | Ishares Msci USA Value Facto | +0.4% | -2.19% | 減碼 |
| 26 | FLEX | Flex Ltd. | +0.4% | NEW | 新建倉 |
| 27 | FTNT | Fortinet Inc | +0.4% | +5.75% | 加碼 |
| 28 | LQDA | Liquidia CORP | +0.4% | -12.88% | 減碼 |
| 29 | ASTH | Astrana Health Inc | +0.3% | -0.00% | 減碼 |
| 30 | KLAC | Kla CORP | +0.3% | +745.32% | 加碼 |
| 31 | XLK | Ss Technology Select Sector | +0.2% | -0.32% | 減碼 |
| 32 | IEMG | Ishares Core Msci Emerging | +0.2% | +14.60% | 加碼 |
| 33 | CNC | Centene CORP | +0.2% | -19.43% | 減碼 |
| 34 | SWK | Stanley Black & Decker Inc | +0.2% | +20.56% | 加碼 |
| 35 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.2% | +3.15% | 加碼 |
| 36 | NVDA | Nvidia CORP | +0.2% | +27.17% | 加碼 |
| 37 | HD | Home Depot Inc | +0.2% | +34.74% | 加碼 |
| 38 | QCOM | Qualcomm Inc | +0.1% | +2.00% | 加碼 |
| 39 | BIIB | Biogen Inc | +0.1% | +16.95% | 加碼 |
| 40 | AAPL | Apple Inc | +0.1% | +3.70% | 加碼 |
| 41 | SAMT | Strategas Macro Them Opps | +0.1% | +1.18% | 加碼 |
| 42 | COR | Cencora Inc | +0.1% | +37.62% | 加碼 |
| 43 | GWW | Ww Grainger Inc | +0.1% | +1.21% | 加碼 |
| 44 | BLBD | Blue Bird CORP | +0.1% | -3.79% | 減碼 |
| 45 | AMZN | Amazon.com Inc | +0.1% | +7.38% | 加碼 |
| 46 | GOOGL | Alphabet Inc-cl A | +0.1% | -2.42% | 減碼 |
| 47 | HII | Huntington Ingalls Industrie | +0.1% | +70.04% | 加碼 |
| 48 | AMD | Advanced Micro Devices | +0.1% | -51.38% | 減碼 |
| 49 | IBKR | Interactive Brokers Gro-cl A | +0.1% | -4.18% | 減碼 |
| 50 | IVV | Ishares Core S&p 500 ETF | +0.1% | +42.15% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Insight Wealth Strategies, LLC 在 Q2 2026 季度的美股持倉總市值約為 US$10.1億，共申報了 182 個公開持股部位。
在 Q2 2026 季度，Insight Wealth Strategies, LLC 按市值排列的前三大核心持股分別為：PAAA (3.3%)、SPMO (3.3%)、DYNF (3.2%)。其中最大持股部位 PAAA 佔據整體投資組合約 3.3% 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
FLTR
市值: US$2822.9萬
本季最大獲利了結 / 清倉標的
IGLB
前期市值: US$2461.6萬
在 Q2 2026 季度中，Insight Wealth Strategies, LLC 共進行了 192 項持倉異動，包含新建倉 28 個部位、加碼 88 個部位、減碼 53 個部位以及清倉 23 個部位。 其中最大新建倉標的為 FLTR。 本季清倉部位包含 IGLB。
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。