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: 0002037426
申報總市值
US$3.5億
US$3.5億
219 檔
21.7%
Pines Wealth Management, LLC 在 Q2 2026 季度的美股部位總計估值為 US$3.5億，分散於 219 個持倉標的之中，反映其市場參與廣度與投資規模。
在 Q2 2026 期間，Pines Wealth Management, LLC 展現了靈活的資產再平衡步調，透過出清 14 檔弱勢或達到目標價部位，將資金轉置於 18 檔新建倉標的之中。
從部位權重觀察，前 5 大標的（包含 VGUS, IVV, NVDA）累計市值佔比達 21.7%，是驅動 Pines Wealth Management, LLC 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 219 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 | VGUS | Vanguard Ultra Shrt Treasury | ETF-政府公債 | 5.86% | +0.32% | +54.71% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 5.84% | +0.03% | +0.62% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 3.63% | +0.44% | -1.04% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 3.35% | +0.31% | +0.57% | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 3.31% | -0.13% | +1.26% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.68% | +0.04% | +2.52% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 2.40% | -0.19% | -3.41% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.37% | +0.89% | -0.87% | |
| 9 | MUB | Ishares National Muni Bond E | ETF-其他 | 2.36% | -0.06% | +4.53% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.71% | -0.01% | -2.10% | |
| 11 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.64% | -0.09% | -1.04% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.62% | -0.08% | -2.75% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.62% | -0.07% | -0.85% | |
| 14 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 1.53% | -0.10% | +2.78% | |
| 15 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.47% | -0.03% | +6.85% | |
| 16 | WMT | Walmart Inc | 股票-非循環性消費 | 1.30% | -0.09% | -0.78% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.20% | +0.01% | +1.35% | |
| 18 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 1.20% | -0.01% | +0.62% | |
| 19 | VBIL | Vanguard 0-3m T-bill ETF | ETF-其他 | 1.18% | -0.01% | -0.79% | |
| 20 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 1.11% | -0.01% | +2.65% | |
| 21 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.08% | -0.12% | +3.88% | |
| 22 | MU | Micron Technology Inc | 股票-科技 | 1.05% | -0.10% | -10.30% | |
| 23 | AMD | Advanced Micro Devices | 股票-科技 | 0.92% | +0.02% | -15.58% | |
| 24 | IBM | Intl Business Machines CORP | 股票-科技 | 0.91% | -0.21% | +2.80% | |
| 25 | KLAC | Kla CORP | 股票-科技 | 0.89% | -0.33% | +879.45% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.86% | -0.09% | +0.92% | |
| 27 | FDX | Fedex CORP | 股票-工業 | 0.83% | -0.09% | +2.04% | |
| 28 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.78% | -0.02% | +3.51% | |
| 29 | SUB | Ishares Short-term National | ETF-其他 | 0.73% | +0.03% | +6.81% | |
| 30 | CGUS | Cap Group Core Equity | ETF-其他 | 0.71% | -0.07% | -2.03% | |
| 31 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.65% | +0.06% | +641.52% | |
| 32 | XLE | Ss Energy Select Sector | ETF-其他 | 0.62% | -0.03% | -12.90% | |
| 33 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.62% | +0.02% | +4.86% | |
| 34 | CGDV | Cap Group Dividend Value | ETF-其他 | 0.61% | -0.06% | -0.33% | |
| 35 | V | Visa Inc-class A Shares | 股票-金融 | 0.59% | +0.01% | +4.26% | |
| 36 | CAT | Caterpillar Inc | 股票-工業 | 0.59% | -0.16% | -2.85% | |
| 37 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.57% | -0.11% | -3.76% | |
| 38 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.56% | — | +2.64% | |
| 39 | CGCV | Cap Group Conservative Eq | ETF-其他 | 0.55% | -0.06% | +0.13% | |
| 40 | RECS | Columbia Resear Enh Cor ETF | ETF-其他 | 0.55% | +0.05% | +7.69% | |
| 41 | HD | Home Depot Inc | 股票-循環性消費 | 0.55% | -0.09% | +8.26% | |
| 42 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.54% | -0.02% | +3.08% | |
| 43 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.54% | -0.04% | -15.51% | |
| 44 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.54% | -0.01% | +5.75% | |
| 45 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 0.53% | -0.02% | -17.83% | |
| 46 | AMGN | Amgen Inc | 股票-醫療保健 | 0.52% | +0.08% | -0.22% | |
| 47 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.52% | +0.15% | +0.94% | |
| 48 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.52% | -0.08% | -0.69% | |
| 49 | CSCO | Cisco Systems Inc | 股票-科技 | 0.51% | -0.05% | -12.44% | |
| 50 | QCOM | Qualcomm Inc | 股票-科技 | 0.51% | — | -1.50% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VGUS | Vanguard Ultra Shrt Treasury | +1.6% | +54.71% | 加碼 |
| 2 | MU | Micron Technology Inc | +0.7% | -10.30% | 減碼 |
| 3 | AMD | Advanced Micro Devices | +0.5% | -15.58% | 減碼 |
| 4 | KLAC | Kla CORP | +0.4% | +879.45% | 加碼 |
| 5 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | +1.66% | 加碼 |
| 6 | LLY | Eli Lilly & Co | +0.2% | -1.04% | 減碼 |
| 7 | PANW | Palo Alto Networks Inc | +0.2% | -2.17% | 減碼 |
| 8 | SOXX | Ishares Semiconductor ETF | +0.2% | -5.84% | 減碼 |
| 9 | ✓ | +0.2% | NEW | 新建倉 | |
| 10 | MRVL | Marvell Technology Inc | +0.2% | NEW | 新建倉 |
| 11 | IVV | Ishares Core S&p 500 ETF | +0.1% | +0.62% | 加碼 |
| 12 | CAT | Caterpillar Inc | +0.1% | -2.85% | 減碼 |
| 13 | HPE | Hewlett Packard Enterprise | +0.1% | -9.50% | 減碼 |
| 14 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | NEW | 新建倉 |
| 15 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.35% | 加碼 |
| 16 | IWM | Ishares Russell 2000 ETF | +0.1% | +3.88% | 加碼 |
| 17 | VOO | Vanguard S&P 500 ETF | +0.1% | NEW | 新建倉 |
| 18 | AMZN | Amazon.com Inc | +0.1% | +2.52% | 加碼 |
| 19 | AVGO | Broadcom Inc | +0.1% | -3.41% | 減碼 |
| 20 | ✓ | +0.1% | NEW | 新建倉 | |
| 21 | SMH | Vaneck Semiconductor ETF | +0.1% | -17.83% | 減碼 |
| 22 | QCOM | Qualcomm Inc | +0.1% | -1.50% | 減碼 |
| 23 | FFSM | Fidelity Fndm Sm Mid Cap ETF | +0.1% | +40.54% | 加碼 |
| 24 | ADI | Analog Devices Inc | +0.1% | NEW | 新建倉 |
| 25 | ✓ | +0.1% | NEW | 新建倉 | |
| 26 | ✓ | +0.1% | NEW | 新建倉 | |
| 27 | GOOG | Alphabet Inc-cl C | +0.1% | -2.75% | 減碼 |
| 28 | LRCX | Lam Research CORP | +0.1% | -13.38% | 減碼 |
| 29 | VGT | Vanguard Info Tech ETF | +0.1% | +641.52% | 加碼 |
| 30 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -2.79% | 減碼 |
| 31 | XLK | Ss Technology Select Sector | +0.1% | -0.88% | 減碼 |
| 32 | DELL | Dell Technologies -c | +0.1% | NEW | 新建倉 |
| 33 | CSCO | Cisco Systems Inc | +0.1% | -12.44% | 減碼 |
| 34 | UNH | Unitedhealth Group Inc | +0.1% | +41.84% | 加碼 |
| 35 | MNST | Monster Beverage CORP | +0.1% | NEW | 新建倉 |
| 36 | IVW | Ishares S&p 500 Growth ETF | +0.1% | NEW | 新建倉 |
| 37 | INTC | Intel CORP | +0.1% | NEW | 新建倉 |
| 38 | CIBR | First Trust Nasdaq Cybersecu | +0.1% | NEW | 新建倉 |
| 39 | GLW | Corning Inc | +0.1% | NEW | 新建倉 |
| 40 | RCL | Royal Caribbean Cruises Ltd. | +0.1% | NEW | 新建倉 |
| 41 | AAPL | Apple Inc | +0.1% | +0.57% | 加碼 |
| 42 | CGXU | Cap Group Intl Focus | +0.1% | +10.11% | 加碼 |
| 43 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.1% | NEW | 新建倉 |
| 44 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | NEW | 新建倉 |
| 45 | NXPI | NXP Semiconductors N.V. | +0.1% | NEW | 新建倉 |
| 46 | IBM | Intl Business Machines CORP | +0.1% | +2.80% | 加碼 |
| 47 | IJR | Ishares Core S&p Small-cap E | +0.1% | +0.92% | 加碼 |
| 48 | WDC | Western Digital CORP | +0.1% | -40.13% | 減碼 |
| 49 | AMAT | Applied Materials Inc | +0.1% | -26.06% | 減碼 |
| 50 | CVS | Cvs Health CORP | +0.1% | +10.77% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Pines Wealth Management, LLC 在 Q2 2026 季度的美股持倉總市值約為 US$3.5億，共申報了 219 個公開持股部位。
在 Q2 2026 季度，Pines Wealth Management, LLC 按市值排列的前三大核心持股分別為：VGUS (5.9%)、IVV (5.8%)、NVDA (3.6%)。其中最大持股部位 VGUS 佔據整體投資組合約 5.9% 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$63.6萬
本季最大獲利了結 / 清倉標的
XOM
前期市值: US$432.4萬
在 Q2 2026 季度中，Pines Wealth Management, LLC 共進行了 194 項持倉異動，包含新建倉 18 個部位、加碼 87 個部位、減碼 75 個部位以及清倉 14 個部位。 其中最大新建倉標的為 。 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。