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$1.9億
US$1.9億
179 檔
29.4%
根據最新整理的 13F 季度數據集，LeConte Wealth Management, LLC 於 Q2 2026 結束時的管理資產規模為 US$1.9億。該機構在本季度申報了 179 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，LeConte Wealth Management, LLC 採取了強勁的買進策略，建倉與加碼動作（合計 130 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 29.4%，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 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 10.76% | -2.22% | -4.37% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 6.34% | +0.16% | +9.02% | |
| 3 | VCLT | Vanguard Long-term CORP Bond | ETF-投資等級公司債 | 4.90% | -1.74% | -1.10% | |
| 4 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | ETF-科技型 | 4.24% | -0.42% | -1.08% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.77% | -0.63% | -0.27% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 3.39% | +0.71% | +4.40% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 2.97% | +0.69% | +6.51% | |
| 8 | SCHY | Schwab International Dvd ETF | ETF-其他 | 2.77% | -0.41% | -6.78% | |
| 9 | VKI | Invesco Adv Muni Inc Tr Ii | 股票-其他 | 2.69% | -0.63% | -10.94% | |
| 10 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 2.23% | -0.72% | +0.95% | |
| 11 | CIBR | First Trust Nasdaq Cybersecu | ETF-科技型 | 2.16% | -0.21% | -5.79% | |
| 12 | USHY | Ishares Broad Usd High Yield | ETF-非投資等級債 | 1.77% | +0.11% | +8.03% | |
| 13 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 1.72% | -0.27% | +8.19% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.66% | +0.97% | +3.18% | |
| 15 | AVGO | Broadcom Inc | 股票-科技 | 1.59% | +0.06% | +5.00% | |
| 16 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.34% | +0.66% | +2.09% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.34% | +0.19% | +7.07% | |
| 18 | CSCO | Cisco Systems Inc | 股票-科技 | 1.10% | -0.11% | +0.26% | |
| 19 | SO | Southern Co/the | 股票-公用事業 | 0.99% | -0.20% | +84.28% | |
| 20 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.97% | +0.06% | -1.23% | |
| 21 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.92% | +0.31% | +24.38% | |
| 22 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.88% | -0.09% | +6.58% | |
| 23 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.88% | -0.06% | +9.30% | |
| 24 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-其他 | 0.84% | -0.12% | +7.44% | |
| 25 | TSLA | Tesla Inc | 股票-循環性消費 | 0.84% | -0.11% | +4.31% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.82% | +0.01% | +6.73% | |
| 27 | MU | Micron Technology Inc | 股票-科技 | 0.81% | +0.11% | -3.08% | |
| 28 | XOM | Exxon Mobil CORP | 股票-能源 | 0.76% | -0.76% | EXIT | |
| 29 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.71% | +0.34% | +3.72% | |
| 30 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.70% | +0.02% | +4.25% | |
| 31 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.68% | -0.25% | -3.11% | |
| 32 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.68% | +0.04% | +25.18% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.68% | +0.02% | +7.95% | |
| 34 | FTNT | Fortinet Inc | 股票-科技 | 0.65% | +0.12% | +3.61% | |
| 35 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.65% | +0.28% | -23.60% | |
| 36 | AMAT | Applied Materials Inc | 股票-科技 | 0.62% | -0.15% | +1.16% | |
| 37 | NET | Cloudflare Inc - Class A | 股票-科技 | 0.60% | +0.28% | +9.66% | |
| 38 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.56% | -0.19% | -0.39% | |
| 39 | AMD | Advanced Micro Devices | 股票-科技 | 0.55% | +0.16% | -0.92% | |
| 40 | DDOG | Datadog Inc - Class A | 股票-科技 | 0.53% | +0.04% | +6.98% | |
| 41 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.53% | +0.04% | +9.23% | |
| 42 | SMBK | Smartfinancial Inc | 股票-其他 | 0.52% | +0.02% | +0.09% | |
| 43 | SUB | Ishares Short-term National | ETF-其他 | 0.49% | -0.04% | +3.08% | |
| 44 | CAT | Caterpillar Inc | 股票-工業 | 0.47% | -0.06% | +11.76% | |
| 45 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.46% | +0.12% | -3.83% | |
| 46 | PM | Philip Morris International | 股票-非循環性消費 | 0.45% | +0.03% | +8.55% | |
| 47 | VRT | Vertiv Holdings Co-a | 股票-工業 | 0.43% | -0.05% | +9.96% | |
| 48 | MRVL | Marvell Technology Inc | 股票-科技 | 0.41% | -0.05% | +7.77% | |
| 49 | LRCX | Lam Research CORP | 股票-科技 | 0.38% | -0.02% | +3.21% | |
| 50 | APH | Amphenol Corp-cl A | 股票-科技 | 0.38% | -0.05% | +10.23% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +0.5% | -3.08% | 減碼 |
| 2 | PANW | Palo Alto Networks Inc | +0.5% | +24.38% | 加碼 |
| 3 | SO | Southern Co/the | +0.4% | +84.28% | 加碼 |
| 4 | AMD | Advanced Micro Devices | +0.3% | -0.92% | 減碼 |
| 5 | CRWD | Crowdstrike Holdings Inc - A | +0.3% | +3.72% | 加碼 |
| 6 | AMAT | Applied Materials Inc | +0.3% | +1.16% | 加碼 |
| 7 | CIBR | First Trust Nasdaq Cybersecu | +0.3% | -5.79% | 減碼 |
| 8 | DDOG | Datadog Inc - Class A | +0.3% | +6.98% | 加碼 |
| 9 | MRVL | Marvell Technology Inc | +0.3% | +7.77% | 加碼 |
| 10 | FTNT | Fortinet Inc | +0.3% | +3.61% | 加碼 |
| 11 | STX | Seagate Technology Holdings plc | +0.3% | NEW | 新建倉 |
| 12 | CSCO | Cisco Systems Inc | +0.2% | +0.26% | 加碼 |
| 13 | SNDK | Sandisk CORP | +0.2% | NEW | 新建倉 |
| 14 | GLW | Corning Inc | +0.2% | NEW | 新建倉 |
| 15 | LLY | Eli Lilly & Co | +0.2% | +25.18% | 加碼 |
| 16 | LRCX | Lam Research CORP | +0.2% | +3.21% | 加碼 |
| 17 | INTC | Intel CORP | +0.2% | -17.92% | 減碼 |
| 18 | DE | Deere & Co | +0.2% | NEW | 新建倉 |
| 19 | WELL | Welltower Inc | +0.2% | NEW | 新建倉 |
| 20 | RBRK | Rubrik Inc-a | +0.2% | NEW | 新建倉 |
| 21 | ATEN | A10 Networks Inc | +0.2% | NEW | 新建倉 |
| 22 | GOOGL | Alphabet Inc-cl A | +0.2% | +7.07% | 加碼 |
| 23 | ATO | Atmos Energy CORP | +0.2% | NEW | 新建倉 |
| 24 | VOT | Vanguard Mid-cap Growth ETF | +0.1% | +8.19% | 加碼 |
| 25 | CAT | Caterpillar Inc | +0.1% | +11.76% | 加碼 |
| 26 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | +0.1% | -1.08% | 減碼 |
| 27 | ETN | Eaton Corporation plc | +0.1% | +75.07% | 加碼 |
| 28 | FE | Firstenergy CORP | +0.1% | NEW | 新建倉 |
| 29 | TER | Teradyne Inc | +0.1% | NEW | 新建倉 |
| 30 | CSX | Csx CORP | +0.1% | NEW | 新建倉 |
| 31 | NTCT | Netscout Systems Inc | +0.1% | NEW | 新建倉 |
| 32 | QCOM | Qualcomm Inc | +0.1% | NEW | 新建倉 |
| 33 | AME | Ametek Inc | +0.1% | NEW | 新建倉 |
| 34 | TSCO | Tractor Supply Company | +0.1% | NEW | 新建倉 |
| 35 | AVGO | Broadcom Inc | +0.1% | +5.00% | 加碼 |
| 36 | VUG | Vanguard Growth ETF | +0.1% | NEW | 新建倉 |
| 37 | GWW | Ww Grainger Inc | +0.1% | NEW | 新建倉 |
| 38 | WDC | Western Digital CORP | +0.1% | NEW | 新建倉 |
| 39 | BNY | Bank Of New York Mellon CORP | +0.1% | NEW | 新建倉 |
| 40 | BMY | Bristol-myers Squibb Co | +0.1% | NEW | 新建倉 |
| 41 | TT | Trane Technologies plc | +0.1% | NEW | 新建倉 |
| 42 | RBLX | Roblox CORP -class A | +0.1% | NEW | 新建倉 |
| 43 | ANET | Arista Networks Inc | +0.1% | NEW | 新建倉 |
| 44 | GOOG | Alphabet Inc-cl C | +0.1% | +9.30% | 加碼 |
| 45 | WMB | Williams Cos Inc | +0.1% | NEW | 新建倉 |
| 46 | USB | US Bancorp | +0.1% | NEW | 新建倉 |
| 47 | CVS | Cvs Health CORP | +0.1% | NEW | 新建倉 |
| 48 | MMM | 3m Co | +0.1% | NEW | 新建倉 |
| 49 | YOU | Clear Secure Inc -class A | +0.1% | NEW | 新建倉 |
| 50 | KVUE | Kenvue Inc | +0.1% | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，LeConte Wealth Management, LLC 在 Q2 2026 季度的美股持倉總市值約為 US$1.9億，共申報了 179 個公開持股部位。
在 Q2 2026 季度，LeConte Wealth Management, LLC 按市值排列的前三大核心持股分別為：RSP (10.8%)、AGG (6.3%)、VCLT (4.9%)。其中最大持股部位 RSP 佔據整體投資組合約 10.8% 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
STX
市值: US$46.6萬
本季最大獲利了結 / 清倉標的
T
前期市值: US$29.5萬
在 Q2 2026 季度中，LeConte Wealth Management, LLC 共進行了 188 項持倉異動，包含新建倉 36 個部位、加碼 94 個部位、減碼 49 個部位以及清倉 9 個部位。 其中最大新建倉標的為 STX。 本季清倉部位包含 T。
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。