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: 0001965334
申報總市值
US$36.4億
US$36.4億
491 檔
8.0%
在 Q2 2026 的 13F 官方備案中，Moran Wealth Management, LLC 管理的美股投資組合規模來到 US$36.4億，整體持股檔數為 491 檔。
觀察 Q2 2026 的資金脈絡，Moran Wealth Management, LLC 在獲利結算 35 檔個股的同時，將資本重新部署至 38 檔新選標的，展現主動管理機構的輪動節奏。
在資產配置集中度方面，Moran Wealth Management, LLC 的前 5 大核心持股（包含 AVGO, NVDA, PH 等）合計佔整體申報市值的 8.0%，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 491 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 | AVGO | Broadcom Inc | 股票-科技 | 1.80% | -0.11% | -7.65% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 1.71% | +0.76% | +0.27% | |
| 3 | PH | Parker Hannifin CORP | 股票-工業 | 1.57% | -0.20% | -5.11% | |
| 4 | TT | Trane Technologies plc | 股票-工業 | 1.47% | -0.11% | -5.08% | |
| 5 | LRCX | Lam Research CORP | 股票-科技 | 1.40% | -0.37% | +33.61% | |
| 6 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.35% | -0.05% | -15.97% | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.21% | -0.36% | -4.48% | |
| 8 | CAT | Caterpillar Inc | 股票-工業 | 1.14% | -0.27% | -17.00% | |
| 9 | HWM | Howmet Aerospace Inc | 股票-工業 | 1.09% | -0.23% | -5.78% | |
| 10 | WSM | Williams-sonoma Inc | 股票-循環性消費 | 1.03% | -0.03% | -6.02% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 0.99% | +0.43% | +5.88% | |
| 12 | CDNS | Cadence Design Sys Inc | 股票-科技 | 0.97% | -0.10% | -9.14% | |
| 13 | EOG | Eog Resources Inc | 股票-能源 | 0.97% | +0.06% | -9.64% | |
| 14 | AMAT | Applied Materials Inc | 股票-科技 | 0.92% | -0.30% | -8.85% | |
| 15 | APH | Amphenol Corp-cl A | 股票-科技 | 0.90% | -0.03% | -4.67% | |
| 16 | NTAP | Netapp Inc | 股票-科技 | 0.88% | +0.28% | -7.00% | |
| 17 | AMP | Ameriprise Financial Inc | 股票-金融 | 0.85% | +0.08% | -3.35% | |
| 18 | TXN | Texas Instruments Inc | 股票-科技 | 0.82% | -0.04% | -9.58% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.82% | +0.01% | +2.19% | |
| 20 | ZTS | Zoetis Inc | 股票-醫療保健 | 0.80% | +0.06% | +66.10% | |
| 21 | ANET | Arista Networks Inc | 股票-科技 | 0.80% | +0.15% | -5.46% | |
| 22 | KLAC | Kla CORP | 股票-科技 | 0.78% | -0.28% | +828.06% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.78% | +0.04% | +0.20% | |
| 24 | MU | Micron Technology Inc | 股票-科技 | 0.75% | -0.05% | +6.14% | |
| 25 | V | Visa Inc-class A Shares | 股票-金融 | 0.75% | +0.05% | -5.45% | |
| 26 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.74% | -0.08% | -3.67% | |
| 27 | CSCO | Cisco Systems Inc | 股票-科技 | 0.74% | -0.05% | -16.16% | |
| 28 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.71% | -0.08% | -4.01% | |
| 29 | LIN | Linde plc | 股票-原物料 | 0.69% | -0.05% | -4.58% | |
| 30 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.68% | — | +85.56% | |
| 31 | FDX | Fedex CORP | 股票-工業 | 0.67% | -0.04% | +4.40% | |
| 32 | MRVL | Marvell Technology Inc | 股票-科技 | 0.67% | -0.06% | — | |
| 33 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.64% | +0.08% | +7.40% | |
| 34 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.62% | +0.04% | -9.38% | |
| 35 | PWR | Quanta Services Inc | 股票-工業 | 0.62% | -0.05% | -5.79% | |
| 36 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.61% | — | -2.30% | |
| 37 | ETN | Eaton Corporation plc | 股票-工業 | 0.61% | +0.02% | -3.08% | |
| 38 | DGX | Quest Diagnostics Inc | 股票-醫療保健 | 0.60% | +0.07% | -3.56% | |
| 39 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.60% | +0.22% | +8.80% | |
| 40 | CASY | Casey's General Stores Inc | 股票-循環性消費 | 0.58% | -0.14% | -5.76% | |
| 41 | WMT | Walmart Inc | 股票-非循環性消費 | 0.58% | -0.04% | +15.60% | |
| 42 | FIX | Comfort Systems USA Inc | 股票-工業 | 0.57% | -0.08% | -6.63% | |
| 43 | IRM | Iron Mountain Inc | 股票-房地產 | 0.56% | -0.06% | -5.71% | |
| 44 | PHM | Pultegroup Inc | 股票-循環性消費 | 0.56% | -0.07% | -5.37% | |
| 45 | RSG | Republic Services Inc | 股票-工業 | 0.55% | — | -3.77% | |
| 46 | FLEX | Flex Ltd. | 股票-科技 | 0.54% | -0.18% | -23.25% | |
| 47 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.52% | — | -3.56% | |
| 48 | AXP | American Express Co | 股票-金融 | 0.52% | -0.05% | -3.83% | |
| 49 | AAPL | Apple Inc | 股票-科技 | 0.51% | +0.13% | +21.81% | |
| 50 | PAG | Penske Automotive Group Inc | 股票-循環性消費 | 0.51% | -0.50% | -3.32% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | LRCX | Lam Research CORP | +0.8% | +33.61% | 加碼 |
| 2 | MRVL | Marvell Technology Inc | +0.7% | NEW | 新建倉 |
| 3 | MU | Micron Technology Inc | +0.5% | +6.14% | 加碼 |
| 4 | DRI | Darden Restaurants Inc | +0.5% | NEW | 新建倉 |
| 5 | AMAT | Applied Materials Inc | +0.4% | -8.85% | 減碼 |
| 6 | LLY | Eli Lilly & Co | +0.4% | +85.56% | 加碼 |
| 7 | NOBL | Proshares S&p 500 Dividend A | +0.4% | +4002.05% | 加碼 |
| 8 | IWS | Ishares Russell Mid-cap Valu | +0.3% | +3174.43% | 加碼 |
| 9 | KLAC | Kla CORP | +0.3% | +828.06% | 加碼 |
| 10 | EXE | Expand Energy CORP | +0.3% | +461.94% | 加碼 |
| 11 | AU | AngloGold Ashanti plc | +0.3% | NEW | 新建倉 |
| 12 | AMD | Advanced Micro Devices | +0.3% | +1.75% | 加碼 |
| 13 | ADP | Automatic Data Processing | +0.3% | NEW | 新建倉 |
| 14 | PANW | Palo Alto Networks Inc | +0.3% | -9.38% | 減碼 |
| 15 | DVN | Devon Energy CORP | +0.2% | +439.38% | 加碼 |
| 16 | RHHBY | Roche Holdings Ltd-spons Adr | +0.2% | NEW | 新建倉 |
| 17 | NSRGY | Nestle Sa-spons Adr | +0.2% | NEW | 新建倉 |
| 18 | EFNL | Ishares Msci Finland ETF | +0.2% | NEW | 新建倉 |
| 19 | FLEX | Flex Ltd. | +0.2% | -23.25% | 減碼 |
| 20 | AMG | Affiliated Managers Group | +0.2% | +95.99% | 加碼 |
| 21 | ✓ | Carnival CORP LTD F | +0.2% | NEW | 新建倉 |
| 22 | DY | Dycom Industries Inc | +0.2% | NEW | 新建倉 |
| 23 | DDOG | Datadog Inc - Class A | +0.2% | NEW | 新建倉 |
| 24 | HQY | Healthequity Inc | +0.2% | NEW | 新建倉 |
| 25 | INTC | Intel CORP | +0.2% | NEW | 新建倉 |
| 26 | CHWY | Chewy Inc - Class A | +0.2% | NEW | 新建倉 |
| 27 | NDAQ | Nasdaq Inc | +0.2% | NEW | 新建倉 |
| 28 | EXPE | Expedia Group Inc | +0.2% | NEW | 新建倉 |
| 29 | NTAP | Netapp Inc | +0.2% | -7.00% | 減碼 |
| 30 | ✓ | +0.2% | NEW | 新建倉 | |
| 31 | LVMUY | Lvmh Moet Hennessy-unsp Adr | +0.2% | NEW | 新建倉 |
| 32 | TXN | Texas Instruments Inc | +0.2% | -9.58% | 減碼 |
| 33 | BRLMX | Bramshill Multi-str Inc-inst | +0.2% | NEW | 新建倉 |
| 34 | CVSB | Calvert Ult-shrt Inv Grd ETF | +0.2% | NEW | 新建倉 |
| 35 | APH | Amphenol Corp-cl A | +0.1% | -4.67% | 減碼 |
| 36 | NBIX | Neurocrine Biosciences Inc | +0.1% | +115.08% | 加碼 |
| 37 | BE | Bloom Energy Corp- A | +0.1% | NEW | 新建倉 |
| 38 | EXEL | Exelixis Inc | +0.1% | +120.87% | 加碼 |
| 39 | NTDOY | Nintendo Co Ltd-unspons Adr | +0.1% | NEW | 新建倉 |
| 40 | UMC | United Microelectron-sp Adr | +0.1% | -45.07% | 減碼 |
| 41 | VNQ | Vanguard Real Estate ETF | +0.1% | +138.05% | 加碼 |
| 42 | DOX | Amdocs Limited | +0.1% | NEW | 新建倉 |
| 43 | IWN | Ishares Russell 2000 Value E | +0.1% | NEW | 新建倉 |
| 44 | CAT | Caterpillar Inc | +0.1% | -17.00% | 減碼 |
| 45 | ANET | Arista Networks Inc | +0.1% | -5.46% | 減碼 |
| 46 | ASX | Ase Technology Holding -adr | +0.1% | -22.05% | 減碼 |
| 47 | HALO | Halozyme Therapeutics Inc | +0.1% | +163.74% | 加碼 |
| 48 | BROS | Dutch Bros Inc-class A | +0.1% | +79.44% | 加碼 |
| 49 | AAPL | Apple Inc | +0.1% | +21.81% | 加碼 |
| 50 | SNA | Snap-on Inc | +0.1% | +39.29% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Moran Wealth Management, LLC 在 Q2 2026 季度的美股持倉總市值約為 US$36.4億，共申報了 491 個公開持股部位。
在 Q2 2026 季度，Moran Wealth Management, LLC 按市值排列的前三大核心持股分別為：AVGO (1.8%)、NVDA (1.7%)、PH (1.6%)。其中最大持股部位 AVGO 佔據整體投資組合約 1.8% 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
MRVL
市值: US$2447.3萬
本季最大獲利了結 / 清倉標的
LOW
前期市值: US$1584.4萬
在 Q2 2026 季度中，Moran Wealth Management, LLC 共進行了 200 項持倉異動，包含新建倉 38 個部位、加碼 51 個部位、減碼 76 個部位以及清倉 35 個部位。 其中最大新建倉標的為 MRVL。 本季清倉部位包含 LOW。
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。