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: 0001922684
申報總市值
US$3.3億
US$3.3億
226 檔
23.4%
截至 Q2 2026 季度末，Paragon Private Wealth Management, LLC 的美股持倉估值約為 US$3.3億，全數申報部位共有 226 檔。
Paragon Private Wealth Management, LLC 在 Q2 2026 進行了結構性的板塊輪動與部位換股。在開立 21 個全新部位及加碼 79 檔持股的同時，亦同步清倉 13 檔並減碼 79 檔標的。
檢視投資組合結構，前 5 大主力部位（包含 NVDA, AAPL, GOOGL）占據了總市值的 23.4%，展現出該機構在 Q2 2026 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 226 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 | NVDA | Nvidia CORP | 股票-科技 | 4.68% | -0.25% | +1.70% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.53% | -0.13% | -0.23% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.19% | -0.59% | -1.03% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.46% | -0.87% | -4.63% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.07% | +1.26% | +366.91% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.52% | -0.26% | -0.02% | |
| 7 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 2.50% | +0.16% | -0.07% | |
| 8 | FTXL | First Trust Nasdaq Semicondu | ETF-科技型 | 2.09% | +0.09% | -7.90% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.08% | +0.19% | -2.57% | |
| 10 | AVGO | Broadcom Inc | 股票-科技 | 2.04% | -0.14% | -4.17% | |
| 11 | STX | Seagate Technology Holdings plc | 股票-科技 | 1.93% | +0.41% | -0.13% | |
| 12 | KLAC | Kla CORP | 股票-科技 | 1.85% | -0.27% | +917.72% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.62% | +0.35% | -4.03% | |
| 14 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.58% | +0.12% | +10.97% | |
| 15 | AMAT | Applied Materials Inc | 股票-科技 | 1.28% | -0.31% | +1.42% | |
| 16 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 1.24% | +0.03% | -8.21% | |
| 17 | FDN | First Trust Dj Internet Ind | ETF-其他 | 1.20% | +0.32% | -5.65% | |
| 18 | TSLA | Tesla Inc | 股票-循環性消費 | 1.13% | -0.33% | +0.63% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.06% | -0.03% | -0.39% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.04% | -0.02% | +12.83% | |
| 21 | QTUM | Defiance Quantum ETF | ETF-其他 | 0.98% | +0.26% | -7.06% | |
| 22 | V | Visa Inc-class A Shares | 股票-金融 | 0.93% | — | +4.19% | |
| 23 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.91% | -0.21% | -1.62% | |
| 24 | XSMO | Invesco S&p Smallcap Momentu | ETF-其他 | 0.84% | -0.03% | +4.38% | |
| 25 | MAGS | Roundhill Magnificent Seven | ETF-其他 | 0.83% | -0.46% | -4.73% | |
| 26 | GLW | Corning Inc | 股票-科技 | 0.82% | — | +0.36% | |
| 27 | PWR | Quanta Services Inc | 股票-工業 | 0.82% | +0.04% | -1.18% | |
| 28 | VUG | Vanguard Growth ETF | ETF-其他 | 0.80% | +0.25% | +569.86% | |
| 29 | IBM | Intl Business Machines CORP | 股票-科技 | 0.76% | -0.17% | -11.82% | |
| 30 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.76% | +0.15% | +4.00% | |
| 31 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.76% | +0.19% | -5.76% | |
| 32 | ZECP | Zacks Earnings Consistent Po | ETF-其他 | 0.75% | -0.75% | EXIT | |
| 33 | BBH | Vaneck Biotech ETF | ETF-科技型 | 0.74% | +0.57% | -9.45% | |
| 34 | FTCS | First Trust Capital Strength | ETF-其他 | 0.73% | +0.12% | -2.39% | |
| 35 | QTEC | First Trust Nasdq 100 Tech I | ETF-科技型 | 0.71% | +0.09% | -2.70% | |
| 36 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.70% | -0.03% | +0.52% | |
| 37 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.69% | +0.19% | +11.62% | |
| 38 | URI | United Rentals Inc | 股票-工業 | 0.68% | +0.03% | +14.59% | |
| 39 | VTV | Vanguard Value ETF | ETF-其他 | 0.67% | +0.15% | -2.93% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.65% | +0.47% | +133.66% | |
| 41 | RECS | Columbia Resear Enh Cor ETF | ETF-其他 | 0.65% | +0.15% | -14.34% | |
| 42 | FXL | First Trust Technology Alpha | ETF-科技型 | 0.60% | +0.08% | — | |
| 43 | FXD | First Trust Consumer Discret | ETF-其他 | 0.60% | -0.03% | -3.45% | |
| 44 | DE | Deere & Co | 股票-工業 | 0.59% | +0.17% | +4.80% | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.58% | +0.11% | — | |
| 46 | WM | Waste Management Inc | 股票-工業 | 0.57% | -0.12% | -1.26% | |
| 47 | BLK | Blackrock Inc | 股票-金融 | 0.54% | +0.14% | +6.64% | |
| 48 | AXP | American Express Co | 股票-金融 | 0.54% | -0.04% | +2.29% | |
| 49 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.53% | -0.03% | +3.72% | |
| 50 | JHMM | John Hancock Multi Fact Mid | ETF-其他 | 0.52% | -0.02% | -7.60% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +2.4% | +366.91% | 加碼 |
| 2 | STX | Seagate Technology Holdings plc | +1% | -0.13% | 減碼 |
| 3 | KLAC | Kla CORP | +0.8% | +917.72% | 加碼 |
| 4 | FTXL | First Trust Nasdaq Semicondu | +0.7% | -7.90% | 減碼 |
| 5 | AMAT | Applied Materials Inc | +0.6% | +1.42% | 加碼 |
| 6 | QQQ | Invesco Qqq Trust Series 1 | +0.4% | +133.66% | 加碼 |
| 7 | PANW | Palo Alto Networks Inc | +0.3% | +11.62% | 加碼 |
| 8 | MU | Micron Technology Inc | +0.3% | +17.20% | 加碼 |
| 9 | GLW | Corning Inc | +0.3% | +0.36% | 加碼 |
| 10 | SNOW | Snowflake Inc | +0.3% | NEW | 新建倉 |
| 11 | AMD | Advanced Micro Devices | +0.3% | +11.34% | 加碼 |
| 12 | FTSM | First Trust Enh Short Mat Fd | +0.3% | NEW | 新建倉 |
| 13 | URI | United Rentals Inc | +0.2% | +14.59% | 加碼 |
| 14 | ✓ | +0.2% | NEW | 新建倉 | |
| 15 | INTC | Intel CORP | +0.2% | +7.14% | 加碼 |
| 16 | DXCM | Dexcom Inc | +0.2% | NEW | 新建倉 |
| 17 | QTUM | Defiance Quantum ETF | +0.2% | -7.06% | 減碼 |
| 18 | QTEC | First Trust Nasdq 100 Tech I | +0.2% | -2.70% | 減碼 |
| 19 | NYT | New York Times Co-a | +0.2% | NEW | 新建倉 |
| 20 | ALLW | State Street Brgwtr All Wthr | +0.1% | +141.63% | 加碼 |
| 21 | LRCX | Lam Research CORP | +0.1% | +1.30% | 加碼 |
| 22 | MRVL | Marvell Technology Inc | +0.1% | NEW | 新建倉 |
| 23 | GD | General Dynamics CORP | +0.1% | +60.25% | 加碼 |
| 24 | DELL | Dell Technologies -c | +0.1% | NEW | 新建倉 |
| 25 | GE | General Electric | +0.1% | +16.23% | 加碼 |
| 26 | GOOGL | Alphabet Inc-cl A | +0.1% | -1.03% | 減碼 |
| 27 | WDC | Western Digital CORP | +0.1% | NEW | 新建倉 |
| 28 | CSCO | Cisco Systems Inc | +0.1% | +3.60% | 加碼 |
| 29 | ANET | Arista Networks Inc | +0.1% | +4.43% | 加碼 |
| 30 | SOXX | Ishares Semiconductor ETF | +0.1% | -11.78% | 減碼 |
| 31 | DASH | Doordash Inc - A | +0.1% | +68.51% | 加碼 |
| 32 | VRT | Vertiv Holdings Co-a | +0.1% | NEW | 新建倉 |
| 33 | VUG | Vanguard Growth ETF | +0.1% | +569.86% | 加碼 |
| 34 | FXL | First Trust Technology Alpha | +0.1% | — | 不變 |
| 35 | CAT | Caterpillar Inc | +0.1% | +2.20% | 加碼 |
| 36 | GEV | GE Vernova Inc | +0.1% | +40.09% | 加碼 |
| 37 | SNDK | Sandisk CORP | +0.1% | NEW | 新建倉 |
| 38 | FTNT | Fortinet Inc | +0.1% | NEW | 新建倉 |
| 39 | CSX | Csx CORP | +0.1% | NEW | 新建倉 |
| 40 | VGT | Vanguard Info Tech ETF | +0.1% | NEW | 新建倉 |
| 41 | LLY | Eli Lilly & Co | +0.1% | -1.62% | 減碼 |
| 42 | PWR | Quanta Services Inc | +0.1% | -1.18% | 減碼 |
| 43 | F | Ford Motor Co | +0.1% | +45.86% | 加碼 |
| 44 | DAL | Delta Air Lines Inc | +0.1% | NEW | 新建倉 |
| 45 | PNC | Pnc Financial Services Group | +0.1% | NEW | 新建倉 |
| 46 | XBI | Ss Spdr S&p Biotech ETF | +0.1% | NEW | 新建倉 |
| 47 | TT | Trane Technologies plc | +0.1% | NEW | 新建倉 |
| 48 | CDNS | Cadence Design Sys Inc | +0.1% | NEW | 新建倉 |
| 49 | WELL | Welltower Inc | +0.1% | NEW | 新建倉 |
| 50 | QCLN | First Trust Nasdaq Clean Edg | +0.1% | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Paragon Private Wealth Management, LLC 在 Q2 2026 季度的美股持倉總市值約為 US$3.3億，共申報了 226 個公開持股部位。
在 Q2 2026 季度，Paragon Private Wealth Management, LLC 按市值排列的前三大核心持股分別為：NVDA (4.7%)、AAPL (4.5%)、GOOGL (4.2%)。其中最大持股部位 NVDA 佔據整體投資組合約 4.7% 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
SNOW
市值: US$113.6萬
本季最大獲利了結 / 清倉標的
SPGI
前期市值: US$85.4萬
在 Q2 2026 季度中，Paragon Private Wealth Management, LLC 共進行了 192 項持倉異動，包含新建倉 21 個部位、加碼 79 個部位、減碼 79 個部位以及清倉 13 個部位。 其中最大新建倉標的為 SNOW。 本季清倉部位包含 SPGI。
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。