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: 0002060443
申報總市值
US$1.8億
US$1.8億
152 檔
27.7%
Q1 2026 季度申報顯示，LeConte Wealth Management, LLC 揭露的美股組合總市值為 US$1.8億，涵蓋 152 個不同之權益投資部位。
觀察 Q1 2026 的申報異動，LeConte Wealth Management, LLC 採取了強勁的買進策略，建倉與加碼動作（合計 115 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 RSP, AGG, VCLT）占據了總市值的 27.7%，展現出該機構在 Q1 2026 的重點資金聚焦與風險分佈特徵。
本季最大新建倉標的
NLR
市值: US$165.4萬
本季最大獲利了結 / 清倉標的
QCOM
前期市值: US$28.5萬
| # | 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 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 12.04% | -1.28% | -15.28% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 6.92% | -0.58% | +7.66% | |
| 3 | VCLT | Vanguard Long-term CORP Bond | ETF-投資等級公司債 | 5.84% | -0.94% | -2.48% | |
| 4 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | ETF-科技型 | 4.11% | +0.13% | -12.72% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.93% | -0.16% | -16.17% | |
| 6 | SCHY | Schwab International Dvd ETF | ETF-其他 | 3.52% | -0.75% | -16.99% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 3.36% | +0.03% | +4.35% | |
| 8 | VKI | Invesco Adv Muni Inc Tr Ii | 股票-其他 | 3.27% | -0.58% | -8.95% | |
| 9 | AAPL | Apple Inc | 股票-科技 | 2.90% | +0.07% | +3.58% | |
| 10 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 2.63% | -0.40% | +5.47% | |
| 11 | USHY | Ishares Broad Usd High Yield | ETF-非投資等級債 | 1.94% | -0.17% | +6.33% | |
| 12 | CIBR | First Trust Nasdaq Cybersecu | ETF-科技型 | 1.89% | +0.27% | -1.51% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.89% | -0.23% | -15.42% | |
| 14 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 1.58% | +0.14% | +1098.49% | |
| 15 | AVGO | Broadcom Inc | 股票-科技 | 1.47% | +0.12% | -6.44% | |
| 16 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.36% | -0.02% | +0.21% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.19% | +0.15% | +11.63% | |
| 18 | XOM | Exxon Mobil CORP | 股票-能源 | 1.07% | -0.31% | +26.30% | |
| 19 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-其他 | 1.07% | -0.23% | — | |
| 20 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.02% | -0.37% | +11.23% | |
| 21 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.01% | -0.04% | +188.42% | |
| 22 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.97% | -0.09% | +2.80% | |
| 23 | CSCO | Cisco Systems Inc | 股票-科技 | 0.86% | +0.24% | +7.89% | |
| 24 | TSLA | Tesla Inc | 股票-循環性消費 | 0.84% | — | +0.92% | |
| 25 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.84% | -0.16% | +6.13% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.82% | — | -2.00% | |
| 27 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.77% | +0.11% | +3.25% | |
| 28 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.77% | -0.07% | +2.18% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.71% | -0.03% | +4.82% | |
| 30 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.70% | -0.24% | +2.68% | |
| 31 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.67% | -0.11% | +3.09% | |
| 32 | SO | Southern Co/the | 股票-公用事業 | 0.64% | +0.35% | +91.64% | |
| 33 | CVX | Chevron CORP | 股票-能源 | 0.57% | -0.20% | +1.93% | |
| 34 | SUB | Ishares Short-term National | ETF-其他 | 0.56% | -0.07% | +2.68% | |
| 35 | NET | Cloudflare Inc - Class A | 股票-科技 | 0.54% | +0.06% | +7.49% | |
| 36 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.53% | — | +60.56% | |
| 37 | SMBK | Smartfinancial Inc | 股票-其他 | 0.51% | +0.01% | — | |
| 38 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.50% | +0.18% | +5.17% | |
| 39 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.49% | -0.11% | +70.99% | |
| 40 | WMT | Walmart Inc | 股票-非循環性消費 | 0.45% | -0.08% | +4.62% | |
| 41 | PM | Philip Morris International | 股票-非循環性消費 | 0.45% | — | +53.88% | |
| 42 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.42% | -0.08% | +168.80% | |
| 43 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.41% | +0.30% | +7.82% | |
| 44 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.41% | +0.51% | -18.38% | |
| 45 | FTNT | Fortinet Inc | 股票-科技 | 0.40% | +0.25% | +14.02% | |
| 46 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.38% | -0.09% | +29.82% | |
| 47 | VRT | Vertiv Holdings Co-a | 股票-工業 | 0.34% | +0.09% | +19.82% | |
| 48 | NFLX | Netflix Inc | 股票-通訊服務 | 0.34% | -0.14% | +18.70% | |
| 49 | AMAT | Applied Materials Inc | 股票-科技 | 0.34% | +0.28% | +3.34% | |
| 50 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.34% | -0.06% | +43.58% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VOT | Vanguard Mid-cap Growth ETF | +1.4% | +1098.49% | 加碼 |
| 2 | ABBV | Abbvie Inc | +0.6% | +188.42% | 加碼 |
| 3 | XOM | Exxon Mobil CORP | +0.5% | +26.30% | 加碼 |
| 4 | AGG | Ishares Core U.s. Aggregate | +0.4% | +7.66% | 加碼 |
| 5 | SO | Southern Co/the | +0.3% | +91.64% | 加碼 |
| 6 | ABT | Abbott Laboratories | +0.2% | +168.80% | 加碼 |
| 7 | KO | Coca-cola Co/the | +0.2% | +60.56% | 加碼 |
| 8 | PEP | Pepsico Inc | +0.2% | +70.99% | 加碼 |
| 9 | PM | Philip Morris International | +0.2% | +53.88% | 加碼 |
| 10 | CVX | Chevron CORP | +0.2% | +1.93% | 加碼 |
| 11 | FSLY | Fastly Inc - Class A | +0.2% | +10.08% | 加碼 |
| 12 | VRT | Vertiv Holdings Co-a | +0.2% | +19.82% | 加碼 |
| 13 | NEE | Nextera Energy Inc | +0.1% | +43.58% | 加碼 |
| 14 | JNJ | Johnson & Johnson | +0.1% | +2.18% | 加碼 |
| 15 | COST | Costco Wholesale CORP | +0.1% | +29.82% | 加碼 |
| 16 | VGLT | Vanguard Long-term Treasury | +0.1% | +5.47% | 加碼 |
| 17 | AMAT | Applied Materials Inc | +0.1% | +3.34% | 加碼 |
| 18 | PWR | Quanta Services Inc | +0.1% | +8.63% | 加碼 |
| 19 | LTBR | Lightbridge CORP | +0.1% | +120.36% | 加碼 |
| 20 | USHY | Ishares Broad Usd High Yield | +0.1% | +6.33% | 加碼 |
| 21 | VRSN | Verisign Inc | +0.1% | +46.66% | 加碼 |
| 22 | CAT | Caterpillar Inc | +0.1% | +3.88% | 加碼 |
| 23 | VST | Vistra CORP | +0.1% | +57.53% | 加碼 |
| 24 | CSCO | Cisco Systems Inc | +0.1% | +7.89% | 加碼 |
| 25 | WMT | Walmart Inc | +0.1% | +4.62% | 加碼 |
| 26 | MRK | Merck & Co. Inc. | +0.1% | +14.48% | 加碼 |
| 27 | HWM | Howmet Aerospace Inc | +0.1% | +11.28% | 加碼 |
| 28 | NFLX | Netflix Inc | +0.1% | +18.70% | 加碼 |
| 29 | FTNT | Fortinet Inc | +0.1% | +14.02% | 加碼 |
| 30 | PFE | Pfizer Inc | +0.1% | +26.50% | 加碼 |
| 31 | NET | Cloudflare Inc - Class A | +0.1% | +7.49% | 加碼 |
| 32 | FAST | Fastenal Co | +0.1% | +8.77% | 加碼 |
| 33 | MU | Micron Technology Inc | +0.1% | +3.18% | 加碼 |
| 34 | ROST | Ross Stores Inc | +0.1% | +6.54% | 加碼 |
| 35 | LRCX | Lam Research CORP | 0% | +3.25% | 加碼 |
| 36 | ETN | Eaton Corporation plc | 0% | +16.41% | 加碼 |
| 37 | T | At&t Inc | 0% | +8.08% | 加碼 |
| 38 | VCIT | Vanguard Int-term Corporate | 0% | +6.13% | 加碼 |
| 39 | ADI | Analog Devices Inc | 0% | +5.90% | 加碼 |
| 40 | GILD | Gilead Sciences Inc | 0% | +4.78% | 加碼 |
| 41 | VZ | Verizon Communications Inc | 0% | -2.38% | 減碼 |
| 42 | GOOGL | Alphabet Inc-cl A | 0% | +11.63% | 加碼 |
| 43 | SMBK | Smartfinancial Inc | 0% | — | 不變 |
| 44 | CEG | Constellation Energy | 0% | +37.64% | 加碼 |
| 45 | TXN | Texas Instruments Inc | 0% | +0.73% | 加碼 |
| 46 | AMGN | Amgen Inc | 0% | +7.34% | 加碼 |
| 47 | JNJ | Johnson & Johnson | 0% | +3.69% | 加碼 |
| 48 | RTX | Rtx CORP | 0% | +2.14% | 加碼 |
| 49 | TJX | Tjx Companies Inc | 0% | +5.51% | 加碼 |
| 50 | PG | Procter & Gamble Co/the | 0% | +4.73% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，LeConte Wealth Management, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$1.8億，共申報了 152 個公開持股部位。
在 Q1 2026 季度，LeConte Wealth Management, LLC 按市值排列的前三大核心持股分別為：RSP (12.0%)、AGG (6.9%)、VCLT (5.8%)。其中最大持股部位 RSP 佔據整體投資組合約 12.0% 的權重。
在 Q1 2026 季度中，LeConte Wealth Management, LLC 共進行了 165 項持倉異動，包含新建倉 29 個部位、加碼 86 個部位、減碼 35 個部位以及清倉 15 個部位。 其中最大新建倉標的為 NLR。 本季清倉部位包含 QCOM。
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。