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: 0001904432
申報總市值
US$19.1億
US$19.1億
406 檔
15.1%
在 Q1 2026 的 13F 官方備案中，Kintra Wealth, LLC 管理的美股投資組合規模來到 US$19.1億，整體持股檔數為 406 檔。
Kintra Wealth, LLC 於 Q1 2026 展現出進攻型調倉步調，本季推動了 109 檔股票的新建倉與 80 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，Kintra Wealth, LLC 的前 5 大核心持股（包含 TRIO, MFSG, IUSV 等）合計佔整體申報市值的 15.1%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 406 檔）
| # | 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 | TRIO | Mc Trio Equity Buffered ETF | ETF-其他 | 7.79% | -1.42% | +1.86% | |
| 2 | MFSG | Mfs Active Growth | ETF-其他 | 3.44% | -1.78% | -1.30% | |
| 3 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 3.20% | +0.37% | — | |
| 4 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 3.10% | +0.62% | — | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.95% | -0.16% | — | |
| 6 | TCAF | T Rowe Prc Cap Appreciation | ETF-其他 | 2.68% | -0.29% | +3.60% | |
| 7 | GSLC | Goldman Activebeta US Lc ETF | ETF-避險與商品 | 2.52% | -0.63% | -16.44% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.42% | +0.59% | +565.28% | |
| 9 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 2.21% | +1.14% | +5.92% | |
| 10 | CGCB | Cap Group Core Bond | ETF-其他 | 2.16% | -0.40% | +100.92% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.12% | +0.06% | — | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 2.00% | +0.26% | +181.15% | |
| 13 | JPIE | Jpmorgan Income ETF | ETF-其他 | 1.88% | +0.16% | +60.21% | |
| 14 | WCMI | Ft Wcm International ETF | ETF-其他 | 1.84% | -1.42% | +1.02% | |
| 15 | AAPL | Apple Inc | 股票-科技 | 1.84% | +0.29% | +230.34% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.75% | -0.14% | +14.57% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.71% | +0.02% | +2927.44% | |
| 18 | GPIX | Gldm SA S&p 500 Pr In Etf-us | ETF-大型股與成長 | 1.53% | -0.08% | +5.64% | |
| 19 | FTCB | Ft Core Investment Grade ETF | ETF-投資等級公司債 | 1.47% | +0.93% | +6.48% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.42% | +1.11% | — | |
| 21 | USTB | Victoryshares Short-term Bon | ETF-其他 | 1.40% | -0.28% | +81.06% | |
| 22 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.38% | +0.07% | +376.49% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.26% | -0.07% | — | |
| 24 | JPIB | Jpmorgan Intl Bnd ETF | ETF-其他 | 1.23% | -1.11% | +2.00% | |
| 25 | CIEN | Ciena CORP | 股票-科技 | 1.22% | -0.65% | -0.54% | |
| 26 | MSFT | Microsoft CORP | 股票-科技 | 1.22% | +0.10% | +244.74% | |
| 27 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 1.21% | -0.29% | +3.70% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.14% | -0.24% | +334.38% | |
| 29 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 0.93% | -0.17% | +9.47% | |
| 30 | GSSC | Goldman Sachs Activebeta US | ETF-避險與商品 | 0.79% | -0.07% | +3.66% | |
| 31 | VTV | Vanguard Value ETF | ETF-其他 | 0.79% | -0.21% | — | |
| 32 | VUG | Vanguard Growth ETF | ETF-其他 | 0.65% | -0.15% | +3271.18% | |
| 33 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.63% | +0.03% | +72.59% | |
| 34 | CGDV | Cap Group Dividend Value | ETF-其他 | 0.61% | -0.17% | +30.38% | |
| 35 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.60% | -0.33% | +589.99% | |
| 36 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.56% | +0.01% | +1160.94% | |
| 37 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.55% | +0.27% | +676.97% | |
| 38 | BCI | Abrdn Bloomberg All Commodit | ETF-其他 | 0.54% | -0.14% | +14.18% | |
| 39 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.53% | -0.08% | +609.01% | |
| 40 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.52% | -0.10% | — | |
| 41 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.49% | -0.23% | — | |
| 42 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.47% | -0.04% | — | |
| 43 | CGGE | Cap Group Global Eq | ETF-其他 | 0.47% | +0.07% | +68.54% | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.45% | -0.18% | +592.96% | |
| 45 | FSEC | Fidelity Invest Grd Secur | ETF-其他 | 0.45% | -0.39% | +0.42% | |
| 46 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.44% | -0.18% | — | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.44% | -0.10% | +151.50% | |
| 48 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.40% | +0.10% | +108.25% | |
| 49 | IIGD | Invesco Inv Grade Defensive | ETF-其他 | 0.40% | -0.40% | EXIT | |
| 50 | AVGO | Broadcom Inc | 股票-科技 | 0.39% | +0.06% | +339.70% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +1.7% | +565.28% | 加碼 |
| 2 | QQQ | Invesco Qqq Trust Series 1 | +1.6% | +2927.44% | 加碼 |
| 3 | AMZN | Amazon.com Inc | +0.8% | +376.49% | 加碼 |
| 4 | AAPL | Apple Inc | +0.7% | +230.34% | 加碼 |
| 5 | VUG | Vanguard Growth ETF | +0.6% | +3271.18% | 加碼 |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.6% | +334.38% | 加碼 |
| 7 | NVDA | Nvidia CORP | +0.5% | +181.15% | 加碼 |
| 8 | CIEN | Ciena CORP | +0.5% | -0.54% | 減碼 |
| 9 | GOOG | Alphabet Inc-cl C | +0.5% | +1160.94% | 加碼 |
| 10 | BSV | Vanguard Short-term Bond ETF | +0.4% | +589.99% | 加碼 |
| 11 | AGG | Ishares Core U.s. Aggregate | +0.4% | +676.97% | 加碼 |
| 12 | JNJ | Johnson & Johnson | +0.4% | +609.01% | 加碼 |
| 13 | VEA | Vanguard Ftse Developed ETF | +0.3% | +592.96% | 加碼 |
| 14 | MSFT | Microsoft CORP | +0.3% | +244.74% | 加碼 |
| 15 | XOM | Exxon Mobil CORP | +0.3% | +553.32% | 加碼 |
| 16 | MRK | Merck & Co. Inc. | +0.2% | +628.79% | 加碼 |
| 17 | CGBL | Cap Group Core Balanced | +0.2% | +1419.04% | 加碼 |
| 18 | PG | Procter & Gamble Co/the | +0.2% | +937.89% | 加碼 |
| 19 | IWD | Ishares Russell 1000 Value E | +0.2% | +587.13% | 加碼 |
| 20 | AVGO | Broadcom Inc | +0.2% | +339.70% | 加碼 |
| 21 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +632.82% | 加碼 |
| 22 | IBTJ | Ishares Ibonds Dec 2029 Term | +0.2% | +1231.68% | 加碼 |
| 23 | CGUS | Cap Group Core Equity | +0.2% | +315.33% | 加碼 |
| 24 | WMT | Walmart Inc | +0.2% | +319.87% | 加碼 |
| 25 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | +0.2% | +614.78% | 加碼 |
| 26 | IBDW | Ishares Ibonds Dec 2031 CORP | +0.2% | +746.09% | 加碼 |
| 27 | IWP | Ishares Russell Mid-cap Grow | +0.1% | +271.04% | 加碼 |
| 28 | IWF | Ishares Russell 1000 Growth | +0.1% | +454.90% | 加碼 |
| 29 | SDY | Ss Spdr S&p Dividend ETF | +0.1% | +664.03% | 加碼 |
| 30 | HD | Home Depot Inc | +0.1% | +744.69% | 加碼 |
| 31 | AMGN | Amgen Inc | +0.1% | +542.56% | 加碼 |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +151.50% | 加碼 |
| 33 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +548.23% | 加碼 |
| 34 | BAC | Bank Of America CORP | +0.1% | +359.64% | 加碼 |
| 35 | COST | Costco Wholesale CORP | +0.1% | +147.70% | 加碼 |
| 36 | V | Visa Inc-class A Shares | +0.1% | +255.69% | 加碼 |
| 37 | IBDX | Ishares Ibonds Dec 2032 Tc | +0.1% | +132.61% | 加碼 |
| 38 | IBDT | Ishares Ibonds Dec 2028 ETF | +0.1% | +130.99% | 加碼 |
| 39 | TSLA | Tesla Inc | +0.1% | +202.41% | 加碼 |
| 40 | CVX | Chevron CORP | +0.1% | +120.98% | 加碼 |
| 41 | MET | Metlife Inc | +0.1% | +434.99% | 加碼 |
| 42 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +302.95% | 加碼 |
| 43 | CGMU | Cap Group Municipal Income | 0% | +177.80% | 加碼 |
| 44 | PFE | Pfizer Inc | 0% | +196.61% | 加碼 |
| 45 | TSM | Taiwan Semiconductor-sp Adr | 0% | +217.07% | 加碼 |
| 46 | META | Meta Platforms Inc-class A | 0% | +164.02% | 加碼 |
| 47 | DIS | Walt Disney Co/the | 0% | +206.25% | 加碼 |
| 48 | NWBI | Northwest Bancshares Inc | 0% | +168.92% | 加碼 |
| 49 | MPC | Marathon Petroleum CORP | 0% | +89.57% | 加碼 |
| 50 | PEP | Pepsico Inc | 0% | +184.81% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Kintra Wealth, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$19.1億，共申報了 406 個公開持股部位。
在 Q1 2026 季度，Kintra Wealth, LLC 按市值排列的前三大核心持股分別為：TRIO (7.8%)、MFSG (3.4%)、IUSV (3.2%)。其中最大持股部位 TRIO 佔據整體投資組合約 7.8% 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
IUSV
市值: US$4529.2萬
本季最大獲利了結 / 清倉標的
GRNY
前期市值: US$171.9萬
在 Q1 2026 季度中，Kintra Wealth, LLC 共進行了 200 項持倉異動，包含新建倉 109 個部位、加碼 80 個部位、減碼 9 個部位以及清倉 2 個部位。 其中最大新建倉標的為 IUSV。 本季清倉部位包含 GRNY。
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。