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: 0001645382
申報總市值
US$63.2億
US$63.2億
1016 檔
41.8%
在 Q2 2026 的 13F 官方備案中，Mission Wealth Management, LP 管理的美股投資組合規模來到 US$63.2億，整體持股檔數為 1016 檔。
Q2 2026 數據顯示 Mission Wealth Management, LP 積極進場，新開立 16 個部位並同步加碼 175 檔個股，反映機構在該季度的資金注入與籌碼積累。
從部位權重觀察，前 5 大標的（包含 VTV, VUG, AVDE）累計市值佔比達 41.8%，是驅動 Mission Wealth Management, LP 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 1016 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 | VTV | Vanguard Value ETF | ETF-其他 | 8.29% | -0.24% | +29.48% | |
| 2 | VUG | Vanguard Growth ETF | ETF-其他 | 7.94% | +0.28% | +663.74% | |
| 3 | AVDE | Avantis International Equity | ETF-其他 | 5.61% | -0.12% | +51.11% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-其他 | 5.48% | -0.50% | +31.43% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 4.97% | +0.63% | +41.77% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 4.29% | -0.64% | +90.04% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 3.38% | +1.65% | +56.39% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.27% | +0.48% | +48.33% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.13% | -0.23% | +16.92% | |
| 10 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.74% | +0.02% | +80.20% | |
| 11 | GPIX | Gldm SA S&p 500 Pr In Etf-us | ETF-大型股與成長 | 1.48% | +0.03% | +263.95% | |
| 12 | AVGO | Broadcom Inc | 股票-科技 | 1.37% | -0.14% | +133.29% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.28% | -0.02% | +18.01% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.24% | -0.20% | +43.44% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.15% | +0.11% | +8.56% | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.15% | -0.13% | +145.29% | |
| 17 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 1.15% | -0.51% | +115.19% | |
| 18 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.09% | — | +416.51% | |
| 19 | AMAT | Applied Materials Inc | 股票-科技 | 1.09% | -0.16% | +157.62% | |
| 20 | TSLA | Tesla Inc | 股票-循環性消費 | 0.92% | -0.08% | +30.18% | |
| 21 | AVEM | Avantis Emerging Markets Eq | ETF-新興市場 | 0.85% | -0.01% | +28.28% | |
| 22 | SUSA | Ishares Esg Optimized Msci U | ETF-其他 | 0.82% | +0.17% | +5.47% | |
| 23 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.79% | +0.22% | -0.32% | |
| 24 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.79% | +0.01% | +18.21% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.66% | +0.02% | +29.06% | |
| 26 | ESGD | Ishares Trust Ishares Esg Aw | ETF-其他 | 0.62% | +0.11% | +12.10% | |
| 27 | NUSC | Nuveen Esg Small-cap ETF | ETF-其他 | 0.56% | +0.05% | +5.51% | |
| 28 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.53% | +0.13% | +35.53% | |
| 29 | USRT | Ishares Core US Reit ETF | ETF-其他 | 0.51% | -0.02% | +19.84% | |
| 30 | DFAI | Dimensional International Co | ETF-其他 | 0.51% | +0.04% | +9.82% | |
| 31 | LRCX | Lam Research CORP | 股票-科技 | 0.49% | -0.30% | +208.99% | |
| 32 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 0.48% | +0.14% | +0.34% | |
| 33 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.46% | +0.12% | +4.44% | |
| 34 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.44% | -0.10% | +74.74% | |
| 35 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.43% | -0.04% | +55.59% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.42% | +0.02% | +32.55% | |
| 37 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 0.42% | +0.06% | -8.89% | |
| 38 | CAT | Caterpillar Inc | 股票-工業 | 0.42% | -0.11% | +221.77% | |
| 39 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.42% | +0.06% | +114.03% | |
| 40 | ESGE | Ishares Inc Ishares Esg Awar | ETF-其他 | 0.42% | +0.07% | +6.21% | |
| 41 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.39% | +0.02% | +59.96% | |
| 42 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.39% | -0.03% | +158.43% | |
| 43 | DFAE | Dimensional Emerging Core Eq | ETF-新興市場 | 0.38% | — | +8.68% | |
| 44 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.36% | -0.02% | +2167.69% | |
| 45 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.36% | +0.03% | +8.77% | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.36% | -0.10% | +128.32% | |
| 47 | AMD | Advanced Micro Devices | 股票-科技 | 0.35% | -0.06% | +58.50% | |
| 48 | V | Visa Inc-class A Shares | 股票-金融 | 0.34% | -0.01% | +81.36% | |
| 49 | DFAU | Dimensional US Core Equity M | ETF-其他 | 0.33% | +0.03% | +11.07% | |
| 50 | DFAT | Dimensional US Target Value | ETF-其他 | 0.32% | +0.07% | +86.86% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1% | +90.04% | 加碼 |
| 2 | GPIX | Gldm SA S&p 500 Pr In Etf-us | +0.9% | +263.95% | 加碼 |
| 3 | AMAT | Applied Materials Inc | +0.8% | +157.62% | 加碼 |
| 4 | AVGO | Broadcom Inc | +0.6% | +133.29% | 加碼 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.5% | +145.29% | 加碼 |
| 6 | LRCX | Lam Research CORP | +0.4% | +208.99% | 加碼 |
| 7 | SCHG | Schwab US Large-cap Growth | +0.3% | +2167.69% | 加碼 |
| 8 | AMZN | Amazon.com Inc | +0.3% | +80.20% | 加碼 |
| 9 | CAT | Caterpillar Inc | +0.3% | +221.77% | 加碼 |
| 10 | USFR | Wisdomtree Floating Rate Tre | +0.3% | +115.19% | 加碼 |
| 11 | MU | Micron Technology Inc | +0.2% | +83.41% | 加碼 |
| 12 | AMD | Advanced Micro Devices | +0.2% | +58.50% | 加碼 |
| 13 | JPST | Jpmorgan Ultra-short Income | +0.2% | +6253.90% | 加碼 |
| 14 | SCHD | Schwab US Dvd Equity ETF | +0.2% | +872.03% | 加碼 |
| 15 | BA | Boeing Co/the | +0.2% | +707.43% | 加碼 |
| 16 | SMH | Vaneck Semiconductor ETF | +0.2% | +1643.63% | 加碼 |
| 17 | WMT | Walmart Inc | +0.2% | +297.41% | 加碼 |
| 18 | KLAC | Kla CORP | +0.2% | +3603.71% | 加碼 |
| 19 | RSPT | Invesco S&p 500 Equal Weight | +0.2% | +1055.99% | 加碼 |
| 20 | INTC | Intel CORP | +0.1% | +20.77% | 加碼 |
| 21 | VOO | Vanguard S&p 500 ETF | +0.1% | +128.32% | 加碼 |
| 22 | SCHB | Schwab US Broad Market ETF | +0.1% | +361.42% | 加碼 |
| 23 | MOAT | Vaneck Morningstar Wide Moat | +0.1% | +3315.33% | 加碼 |
| 24 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +114.03% | 加碼 |
| 25 | COST | Costco Wholesale CORP | +0.1% | +158.43% | 加碼 |
| 26 | VYMI | Vanguard Int High Dvd Yld In | +0.1% | +2598.94% | 加碼 |
| 27 | BRK-A | Berkshire Hathaway Inc-cl A | +0.1% | +466.67% | 加碼 |
| 28 | SCHX | Schwab US Large-cap ETF | +0.1% | +128.79% | 加碼 |
| 29 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +246.63% | 加碼 |
| 30 | DE | Deere & Co | +0.1% | +322.07% | 加碼 |
| 31 | MDYV | Ss Spdr S&p 400 Mc Val ETF | +0.1% | +2328.44% | 加碼 |
| 32 | VGT | Vanguard Info Tech ETF | +0.1% | +1897.67% | 加碼 |
| 33 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +680.95% | 加碼 |
| 34 | DFIC | Dimensional International Co | +0.1% | +691.38% | 加碼 |
| 35 | SRE | Sempra | +0.1% | +3223.99% | 加碼 |
| 36 | AIQ | Global X Art Intel & Tech | +0.1% | NEW | 新建倉 |
| 37 | LLY | Eli Lilly & Co | +0.1% | +59.96% | 加碼 |
| 38 | ABBV | Abbvie Inc | +0.1% | +119.07% | 加碼 |
| 39 | PANW | Palo Alto Networks Inc | +0.1% | +67.58% | 加碼 |
| 40 | ADP | Automatic Data Processing | +0.1% | +445.65% | 加碼 |
| 41 | DFEM | Dimensional Emrg Mrkt Core | +0.1% | +683.66% | 加碼 |
| 42 | FNDX | Schwab Fndmntl US Lrg Co ETF | +0.1% | +1431.06% | 加碼 |
| 43 | TT | Trane Technologies plc | +0.1% | +674.73% | 加碼 |
| 44 | DFEV | Dimensional Emrg Mrkt Val | +0.1% | NEW | 新建倉 |
| 45 | GPIQ | Gs Nasdaq-100 Pr Inc Etf-usd | +0.1% | NEW | 新建倉 |
| 46 | GOOG | Alphabet Inc-cl C | +0.1% | +43.44% | 加碼 |
| 47 | JPM | Jpmorgan Chase & Co | +0.1% | +74.74% | 加碼 |
| 48 | V | Visa Inc-class A Shares | +0.1% | +81.36% | 加碼 |
| 49 | DFAT | Dimensional US Target Value | +0.1% | +86.86% | 加碼 |
| 50 | PG | Procter & Gamble Co/the | +0.1% | +164.15% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Mission Wealth Management, LP 在 Q2 2026 季度的美股持倉總市值約為 US$63.2億，共申報了 1016 個公開持股部位。
在 Q2 2026 季度，Mission Wealth Management, LP 按市值排列的前三大核心持股分別為：VTV (8.3%)、VUG (7.9%)、AVDE (5.6%)。其中最大持股部位 VTV 佔據整體投資組合約 8.3% 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
AIQ
市值: US$616.3萬
本季最大獲利了結 / 清倉標的
XOM
前期市值: US$1506.1萬
在 Q2 2026 季度中，Mission Wealth Management, LP 共進行了 200 項持倉異動，包含新建倉 16 個部位、加碼 175 個部位、減碼 6 個部位以及清倉 3 個部位。 其中最大新建倉標的為 AIQ。 本季清倉部位包含 XOM。
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。