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: 0001799957
申報總市值
US$2.4億
US$2.4億
75 檔
44.4%
在 Q2 2026 的 13F 官方備案中，PFG Private Wealth Management, LLC 管理的美股投資組合規模來到 US$2.4億，整體持股檔數為 75 檔。
觀察 Q2 2026 的資金脈絡，PFG Private Wealth Management, LLC 在獲利結算 12 檔個股的同時，將資本重新部署至 13 檔新選標的，展現主動管理機構的輪動節奏。
從部位權重觀察，前 5 大標的（包含 IVV, SPYG, VEA）累計市值佔比達 44.4%，是驅動 PFG Private Wealth Management, LLC 該季度整體投資組合績效表現的核心支柱。
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 13.17% | +0.44% | -12.92% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 10.63% | -2.45% | -14.66% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 10.48% | -0.24% | -12.86% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 5.61% | -0.18% | -11.09% | |
| 5 | IBDZ | Isharesibondsdec2034tmcorp | ETF-其他 | 5.55% | -5.44% | -7.71% | |
| 6 | IBDX | Ishares Ibonds Dec 2032 Tc | ETF-其他 | 5.54% | -0.33% | -7.74% | |
| 7 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-其他 | 5.38% | -0.05% | -8.22% | |
| 8 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-其他 | 5.23% | — | -8.02% | |
| 9 | ✓ | 股票-其他 | 5.05% | -5.05% | EXIT | ||
| 10 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 4.67% | +2.17% | -11.56% | |
| 11 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-其他 | 3.34% | +0.01% | -8.30% | |
| 12 | ✓ | iShares iBonds Dec 2029 Term Corporate ETF | ETF-投資等級公司債 | 3.30% | -0.01% | — | |
| 13 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-其他 | 3.25% | +0.01% | -8.49% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.16% | -0.24% | -12.21% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.10% | -0.22% | -13.08% | |
| 16 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.30% | -0.03% | — | |
| 17 | AAPL | Apple Inc | 股票-科技 | 0.83% | +0.03% | +8.61% | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 0.78% | +0.28% | +2.33% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.51% | — | -0.38% | |
| 20 | MRVL | Marvell Technology Inc | 股票-科技 | 0.43% | -0.16% | -16.43% | |
| 21 | ✓ | Ishares Tr | 股票-其他 | 0.40% | -0.01% | — | |
| 22 | NVDA | Nvidia CORP | 股票-科技 | 0.40% | +0.01% | -8.41% | |
| 23 | IBMS | Isharesibonddec2030munibdetf | ETF-其他 | 0.40% | -0.02% | -1.45% | |
| 24 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.39% | -0.04% | -0.94% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.35% | -0.14% | +0.25% | |
| 26 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.33% | -0.03% | +47.87% | |
| 27 | NFLX | Netflix Inc | 股票-通訊服務 | 0.32% | +0.02% | +8.90% | |
| 28 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.32% | -0.32% | EXIT | |
| 29 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.27% | -0.03% | +36.36% | |
| 30 | ANET | Arista Networks Inc | 股票-科技 | 0.27% | +0.05% | -3.88% | |
| 31 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 0.25% | — | — | |
| 32 | ✓ | Quanta Services, Inc. | 股票-其他 | 0.24% | -0.04% | — | |
| 33 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 0.24% | -0.01% | -15.20% | |
| 34 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.24% | — | +23.31% | |
| 35 | TT | Trane Technologies plc | 股票-工業 | 0.22% | — | -0.49% | |
| 36 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.21% | +0.10% | +5.49% | |
| 37 | TXN | Texas Instruments Inc | 股票-科技 | 0.21% | -0.02% | -2.51% | |
| 38 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.21% | -0.02% | +1.59% | |
| 39 | IBMP | Ishares Ibonds Dec 2027 Term | ETF-其他 | 0.20% | — | -1.48% | |
| 40 | IBMQ | Ishares Ibonds Dec 2028 Muni | ETF-其他 | 0.19% | +0.08% | -1.20% | |
| 41 | AMP | Ameriprise Financial Inc | 股票-金融 | 0.19% | +0.04% | +6.05% | |
| 42 | AXP | American Express Co | 股票-金融 | 0.19% | — | +7.93% | |
| 43 | IBM | Intl Business Machines CORP | 股票-科技 | 0.18% | -0.18% | EXIT | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.18% | — | -44.32% | |
| 45 | KIM | Kimco Realty CORP | 股票-房地產 | 0.18% | -0.18% | EXIT | |
| 46 | B | Barrick Mining CORP | 股票-原物料 | 0.18% | +0.09% | +8.20% | |
| 47 | PSX | Phillips 66 | 股票-能源 | 0.17% | +0.07% | +2.99% | |
| 48 | BUD | Anheuser-busch Inbev-spn Adr | 股票-非循環性消費 | 0.17% | +0.01% | +3.57% | |
| 49 | TMUS | T-mobile US Inc | 股票-通訊服務 | 0.17% | +0.03% | +6.13% | |
| 50 | ORCL | Oracle CORP | 股票-科技 | 0.17% | -0.17% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ✓ | +5.1% | NEW | 新建倉 | |
| 2 | ✓ | iShares iBonds Dec 2029 Term Corporate ETF | +3.3% | NEW | 新建倉 |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.6% | -14.66% | 減碼 |
| 4 | ✓ | Ishares Tr | +0.4% | NEW | 新建倉 |
| 5 | MRVL | Marvell Technology Inc | +0.3% | -16.43% | 減碼 |
| 6 | IVV | Ishares Core S&p 500 ETF | +0.3% | -12.92% | 減碼 |
| 7 | ✓ | Quanta Services, Inc. | +0.2% | NEW | 新建倉 |
| 8 | AAPL | Apple Inc | +0.2% | +8.61% | 加碼 |
| 9 | ✓ | Raytheon Technologies CORP | +0.2% | NEW | 新建倉 |
| 10 | ✓ | +0.2% | NEW | 新建倉 | |
| 11 | SRE | Sempra | +0.1% | NEW | 新建倉 |
| 12 | AMZN | Amazon.com Inc | +0.1% | +47.87% | 加碼 |
| 13 | INTC | Intel CORP | +0.1% | NEW | 新建倉 |
| 14 | ✓ | +0.1% | NEW | 新建倉 | |
| 15 | LLY | Eli Lilly & Co | +0.1% | +36.36% | 加碼 |
| 16 | AVGO | Broadcom Inc | +0.1% | NEW | 新建倉 |
| 17 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -0.94% | 減碼 |
| 18 | STM | Stmicroelectronics Nv-ny Shs | +0.1% | NEW | 新建倉 |
| 19 | IJR | Ishares Core S&p Small-cap E | +0.1% | -13.08% | 減碼 |
| 20 | AMD | Advanced Micro Devices | +0.1% | NEW | 新建倉 |
| 21 | TJX | Tjx Companies Inc | +0.1% | NEW | 新建倉 |
| 22 | TXN | Texas Instruments Inc | +0.1% | -2.51% | 減碼 |
| 23 | BRK-A | Berkshire Hathaway Inc-cl A | +0.1% | — | 不變 |
| 24 | MGV | Vanguard Mega Cap Value ETF | +0.1% | -11.56% | 減碼 |
| 25 | ANET | Arista Networks Inc | +0.1% | -3.88% | 減碼 |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -0.38% | 減碼 |
| 27 | GOOG | Alphabet Inc-cl C | +0.1% | +1.59% | 加碼 |
| 28 | IJH | Ishares Core S&p Midcap ETF | +0.1% | -12.21% | 減碼 |
| 29 | COST | Costco Wholesale CORP | 0% | +23.31% | 加碼 |
| 30 | TT | Trane Technologies plc | 0% | -0.49% | 減碼 |
| 31 | AXP | American Express Co | 0% | +7.93% | 加碼 |
| 32 | MSFT | Microsoft CORP | 0% | +2.33% | 加碼 |
| 33 | TOL | Toll Brothers Inc | 0% | +6.42% | 加碼 |
| 34 | BUD | Anheuser-busch Inbev-spn Adr | 0% | +3.57% | 加碼 |
| 35 | IBM | Intl Business Machines CORP | 0% | +3.66% | 加碼 |
| 36 | XT | Ishar Fture Exp Tech Etf-usd | 0% | — | 不變 |
| 37 | KIM | Kimco Realty CORP | 0% | +3.84% | 加碼 |
| 38 | IJT | Ishares S&p Small-cap 600 Gr | 0% | — | 不變 |
| 39 | CSX | Csx CORP | 0% | +0.28% | 加碼 |
| 40 | NVDA | Nvidia CORP | 0% | -8.41% | 減碼 |
| 41 | BAC | Bank Of America CORP | 0% | +7.48% | 加碼 |
| 42 | BX | Blackstone Inc | 0% | +11.73% | 加碼 |
| 43 | AMP | Ameriprise Financial Inc | 0% | +6.05% | 加碼 |
| 44 | DGX | Quest Diagnostics Inc | 0% | +5.14% | 加碼 |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +0.25% | 加碼 |
| 46 | MA | Mastercard Inc - A | 0% | +6.71% | 加碼 |
| 47 | USMV | Ishares Msci USA Min Vol Fac | 0% | — | 不變 |
| 48 | META | Meta Platforms Inc-class A | 0% | +5.49% | 加碼 |
| 49 | SO | Southern Co/the | 0% | +5.38% | 加碼 |
| 50 | ORCL | Oracle CORP | 0% | +3.58% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，PFG Private Wealth Management, LLC 在 Q2 2026 季度的美股持倉總市值約為 US$2.4億，共申報了 75 個公開持股部位。
在 Q2 2026 季度，PFG Private Wealth Management, LLC 按市值排列的前三大核心持股分別為：IVV (13.2%)、SPYG (10.6%)、VEA (10.5%)。其中最大持股部位 IVV 佔據整體投資組合約 13.2% 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
市值: US$1164.7萬
本季最大獲利了結 / 清倉標的
IBTO
前期市值: US$1273.8萬
在 Q2 2026 季度中，PFG Private Wealth Management, LLC 共進行了 82 項持倉異動，包含新建倉 13 個部位、加碼 30 個部位、減碼 27 個部位以及清倉 12 個部位。 其中最大新建倉標的為 。 本季清倉部位包含 IBTO。
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。