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: 0001575239
申報總市值
US$65.0億
US$65.0億
1435 檔
17.5%
根據最新整理的 13F 季度數據集，Perigon Wealth Management, LLC 於 Q2 2026 結束時的管理資產規模為 US$65.0億。該機構在本季度申報了 1435 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，Perigon Wealth Management, LLC 採取了強勁的買進策略，建倉與加碼動作（合計 138 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。
整體而言，Perigon Wealth Management, LLC 的前 5 大持股（包含 NVDA, AAPL, VOO）貢獻了組合市值的 17.5%，形成該機構在 Q2 2026 季度的基本面基石。
本季最大新建倉標的
SETM
市值: US$1434.2萬
本季最大獲利了結 / 清倉標的
HON
前期市值: US$575.2萬
僅顯示前 200 大持股（共 1435 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 | 5.42% | +0.34% | +0.10% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.18% | +0.41% | +0.28% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 3.24% | +0.15% | +27.90% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.02% | -0.19% | -2.22% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.99% | -0.10% | -0.76% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.68% | -0.01% | +1.00% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.56% | -0.09% | +2.16% | |
| 8 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 1.46% | -0.07% | -4.08% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.26% | -0.15% | +1.84% | |
| 10 | QLTY | Gmo U.s. Quality ETF | ETF-其他 | 1.16% | -0.10% | +1.91% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.10% | +0.24% | +0.13% | |
| 12 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 1.10% | -0.06% | +2.29% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.07% | -0.05% | +0.33% | |
| 14 | BBUS | Jpmorgan Betabuilders US Equ | ETF-其他 | 1.01% | +0.04% | +5.75% | |
| 15 | AVGO | Broadcom Inc | 股票-科技 | 0.94% | -0.14% | +4.50% | |
| 16 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.85% | -0.04% | +20.43% | |
| 17 | VUG | Vanguard Growth ETF | ETF-其他 | 0.83% | +0.12% | +490.51% | |
| 18 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.74% | +2.22% | +14.85% | |
| 19 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.74% | -0.02% | -26.75% | |
| 20 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-其他 | 0.72% | -0.03% | +4.23% | |
| 21 | TSLA | Tesla Inc | 股票-循環性消費 | 0.71% | -0.27% | +1.22% | |
| 22 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.70% | -0.23% | -1.24% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.68% | -0.08% | -0.23% | |
| 24 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.67% | +0.11% | +1.38% | |
| 25 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.66% | -0.01% | +7.62% | |
| 26 | V | Visa Inc-class A Shares | 股票-金融 | 0.66% | -0.02% | -0.28% | |
| 27 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.66% | +0.22% | +34.27% | |
| 28 | DFAI | Dimensional International Co | ETF-其他 | 0.65% | -0.04% | +0.28% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.63% | -0.01% | -1.31% | |
| 30 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.62% | +0.02% | -13.55% | |
| 31 | OXY | Occidental Petroleum CORP | 股票-能源 | 0.62% | +0.07% | +0.20% | |
| 32 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-其他 | 0.62% | +0.07% | -0.54% | |
| 33 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.61% | -0.02% | +9.33% | |
| 34 | MU | Micron Technology Inc | 股票-科技 | 0.58% | -0.09% | +0.51% | |
| 35 | HD | Home Depot Inc | 股票-循環性消費 | 0.57% | -0.14% | -0.47% | |
| 36 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.57% | -0.11% | +7.93% | |
| 37 | DFAE | Dimensional Emerging Core Eq | ETF-新興市場 | 0.53% | +0.01% | +2.52% | |
| 38 | PHO | Invesco Water Resources ETF | ETF-其他 | 0.52% | -0.02% | +11.76% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.49% | -0.08% | -1.01% | |
| 40 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.48% | +0.31% | +32.89% | |
| 41 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.46% | — | +1.79% | |
| 42 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.45% | -0.02% | +15.32% | |
| 43 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 0.45% | -0.03% | -3.51% | |
| 44 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.45% | -0.02% | +2.40% | |
| 45 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.44% | -0.06% | +1.29% | |
| 46 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.44% | +0.03% | +17.65% | |
| 47 | BBIN | JPM Betabuilders Intl Eqty | ETF-其他 | 0.42% | +0.01% | +0.95% | |
| 48 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.42% | -0.01% | +661.49% | |
| 49 | AMD | Advanced Micro Devices | 股票-科技 | 0.42% | -0.06% | -16.23% | |
| 50 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型股與成長 | 0.42% | -0.19% | -12.50% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +0.7% | +27.90% | 加碼 |
| 2 | MU | Micron Technology Inc | +0.4% | +0.51% | 加碼 |
| 3 | SETM | Sprott Critical Material ETF | +0.2% | NEW | 新建倉 |
| 4 | AMD | Advanced Micro Devices | +0.2% | -16.23% | 減碼 |
| 5 | EEM | Ishares Msci Emerging Market | +0.2% | +91.37% | 加碼 |
| 6 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | -2.22% | 減碼 |
| 7 | GOOG | Alphabet Inc-cl C | +0.1% | +2.16% | 加碼 |
| 8 | AMAT | Applied Materials Inc | +0.1% | +4.11% | 加碼 |
| 9 | LRCX | Lam Research CORP | +0.1% | +0.80% | 加碼 |
| 10 | DFLV | Dim US Large Cap Value ETF | +0.1% | +926.08% | 加碼 |
| 11 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.84% | 加碼 |
| 12 | KLAC | Kla CORP | +0.1% | +948.10% | 加碼 |
| 13 | META | Meta Platforms, Inc. | +0.1% | NEW | 新建倉 |
| 14 | JPIE | Jpmorgan Income ETF | +0.1% | +72.56% | 加碼 |
| 15 | AVGO | Broadcom Inc | +0.1% | +4.50% | 加碼 |
| 16 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.1% | +34.27% | 加碼 |
| 17 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +32.89% | 加碼 |
| 18 | VOO | Vanguard S&P 500 ETF | +0.1% | +12.50% | 加碼 |
| 19 | IEMG | Ishares Core Msci Emerging | +0.1% | +17.65% | 加碼 |
| 20 | HUT | Hut 8 CORP | +0.1% | NEW | 新建倉 |
| 21 | INTC | Intel CORP | +0.1% | -15.33% | 減碼 |
| 22 | ✓ | Invesco QQQ Tr Put Option 06/2 | +0.1% | NEW | 新建倉 |
| 23 | LLY | Eli Lilly & Co | +0.1% | -1.24% | 減碼 |
| 24 | ✓ | Amazon Com Inc | +0.1% | NEW | 新建倉 |
| 25 | IYW | Ishares Ustechnology ETF | +0.1% | -3.51% | 減碼 |
| 26 | GLW | Corning Inc | +0.1% | +0.21% | 加碼 |
| 27 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | -1.95% | 減碼 |
| 28 | IWD | Ishares Russell 1000 Value E | +0.1% | +72.06% | 加碼 |
| 29 | BBUS | Jpmorgan Betabuilders US Equ | +0.1% | +5.75% | 加碼 |
| 30 | SCHX | Schwab US Large-cap ETF | +0.1% | +9.33% | 加碼 |
| 31 | VGT | Vanguard Info Tech ETF | +0.1% | +661.49% | 加碼 |
| 32 | CSCO | Cisco Systems Inc | +0.1% | -0.25% | 減碼 |
| 33 | QQA | Invesco Qqq Income Adv ETF | +0.1% | +19.75% | 加碼 |
| 34 | XLK | Ss Technology Select Sector | +0.1% | +13.31% | 加碼 |
| 35 | CAT | Caterpillar Inc | +0.1% | +2.04% | 加碼 |
| 36 | SMH | Vaneck Semiconductor ETF | +0.1% | +11.39% | 加碼 |
| 37 | PANW | Palo Alto Networks Inc | +0.1% | +0.84% | 加碼 |
| 38 | MRVL | Marvell Technology Inc | +0.1% | +4.68% | 加碼 |
| 39 | RIOT | Riot Platforms Inc | +0.1% | NEW | 新建倉 |
| 40 | ✓ | +0.1% | NEW | 新建倉 | |
| 41 | EFG | Ishares Msci Eafe Growth ETF | +0.1% | +71.37% | 加碼 |
| 42 | MU | Micron Technology, Inc. | +0.1% | -56.00% | 減碼 |
| 43 | ✓ | +0.1% | NEW | 新建倉 | |
| 44 | XMMO | Invesco S&p Midcap Momentum | +0.1% | NEW | 新建倉 |
| 45 | GRID | First Trst Nasd Cl Edg Sgiif | 0% | +4.23% | 加碼 |
| 46 | VEA | Vanguard Ftse Developed ETF | 0% | +15.32% | 加碼 |
| 47 | SPMO | Invesco S&p 500 Momentum ETF | 0% | -12.50% | 減碼 |
| 48 | TAFI | AB Tax Aware Short Dur Muni | 0% | +171.31% | 加碼 |
| 49 | CLSK | Cleanspark Inc | 0% | NEW | 新建倉 |
| 50 | APLD | Applied Digital CORP | 0% | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Perigon Wealth Management, LLC 在 Q2 2026 季度的美股持倉總市值約為 US$65.0億，共申報了 1435 個公開持股部位。
在 Q2 2026 季度，Perigon Wealth Management, LLC 按市值排列的前三大核心持股分別為：NVDA (5.4%)、AAPL (5.2%)、VOO (3.2%)。其中最大持股部位 NVDA 佔據整體投資組合約 5.4% 的權重。
在 Q2 2026 季度中，Perigon Wealth Management, LLC 共進行了 200 項持倉異動，包含新建倉 19 個部位、加碼 119 個部位、減碼 60 個部位以及清倉 2 個部位。 其中最大新建倉標的為 SETM。 本季清倉部位包含 HON。
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。