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: 0001989941
申報總市值
US$7.8億
US$7.8億
197 檔
12.7%
Prevail Innovative Wealth Advisors, LLC 在 Q2 2026 季度的美股部位總計估值為 US$7.8億，分散於 197 個持倉標的之中，反映其市場參與廣度與投資規模。
Prevail Innovative Wealth Advisors, LLC 於 Q2 2026 展現出進攻型調倉步調，本季推動了 57 檔股票的新建倉與 67 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
在資產配置集中度方面，Prevail Innovative Wealth Advisors, LLC 的前 5 大核心持股（包含 RSP, QQQM, SPHQ 等）合計佔整體申報市值的 12.7%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 4.25% | -3.53% | — | |
| 2 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 2.79% | -0.37% | +39.09% | |
| 3 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股與成長 | 2.59% | -0.45% | +51.81% | |
| 4 | AVSC | Avantis US Small Cap Equity | ETF-中小型股 | 2.55% | -0.37% | +16.16% | |
| 5 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-其他 | 2.49% | -0.28% | +46.77% | |
| 6 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.80% | -0.36% | — | |
| 7 | PIT | Vaneck Commodity Strat ETF | ETF-避險與商品 | 1.77% | -1.77% | EXIT | |
| 8 | SPYI | Neos S&p 500 High Income ETF | ETF-大型股與成長 | 1.74% | -0.16% | +39.38% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.63% | -0.20% | +33.51% | |
| 10 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 1.57% | -0.10% | +185.72% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.45% | +0.62% | — | |
| 12 | ANET | Arista Networks Inc | 股票-科技 | 1.42% | — | — | |
| 13 | MTBA | Simplify Mbs ETF | ETF-其他 | 1.42% | -0.29% | -0.42% | |
| 14 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.42% | -1.27% | — | |
| 15 | UBER | Uber Technologies Inc | 股票-工業 | 1.41% | -0.10% | — | |
| 16 | JIII | Jns Hndrsn Incm ETF | ETF-其他 | 1.41% | -0.27% | -1.01% | |
| 17 | IWMI | Neos Russell 2000 High Inc | ETF-中小型股 | 1.40% | -0.38% | +88.41% | |
| 18 | GEV | GE Vernova Inc | 股票-工業 | 1.36% | -0.16% | -10.37% | |
| 19 | RSPA | Invesco S&p 500 Ew Income Ad | ETF-大型股與成長 | 1.35% | +0.14% | +0.99% | |
| 20 | AMT | American Tower CORP | 股票-房地產 | 1.33% | -1.26% | — | |
| 21 | EFAA | Invesco Msci Eafe Income Adv | ETF-其他 | 1.33% | -0.31% | +1.10% | |
| 22 | MPWR | Monolithic Power Systems Inc | 股票-科技 | 1.32% | -1.32% | EXIT | |
| 23 | MKSI | Mks Inc | 股票-科技 | 1.32% | +0.06% | — | |
| 24 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-大型股與成長 | 1.30% | -0.28% | +2.24% | |
| 25 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 1.29% | -0.25% | -0.91% | |
| 26 | AGGH | Simplify Aggregate Bond ETF | ETF-其他 | 1.26% | -0.24% | -0.51% | |
| 27 | NLY | Annaly Capital Management In | 股票-房地產 | 1.14% | -0.39% | +58.69% | |
| 28 | SHLD | Global X Defense Tech ETF | ETF-科技型 | 1.12% | +0.11% | +14.70% | |
| 29 | BAC | Bank Of America CORP | 股票-金融 | 1.11% | -1.06% | — | |
| 30 | WFC | Wells Fargo & Co | 股票-金融 | 1.10% | -0.24% | — | |
| 31 | GLPI | Gaming And Leisure Propertie | 股票-房地產 | 1.05% | -1.05% | EXIT | |
| 32 | FTGC | First Trust Global Tactical | ETF-其他 | 1.04% | -0.21% | +46.00% | |
| 33 | IYRI | Neos Real Est Hgh Inc ETF | ETF-其他 | 1.03% | -0.23% | +1.56% | |
| 34 | JPHY | Jpmorgan Active H Yield ETF | ETF-其他 | 1.03% | -0.21% | -0.92% | |
| 35 | FRT | Federal Realty Invs Trust | 股票-房地產 | 1.02% | -1.02% | EXIT | |
| 36 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.94% | +0.71% | -37.13% | |
| 37 | PWR | Quanta Services Inc | 股票-工業 | 0.92% | +0.79% | — | |
| 38 | EVSD | Eaton Vance Shrt Dur Inc | ETF-其他 | 0.92% | -0.27% | +178.79% | |
| 39 | SDSI | Amer Cent Sh Dur Strat Inc | ETF-其他 | 0.87% | -0.26% | +39.60% | |
| 40 | FTAI | FTAI Aviation Ltd. | 股票-工業 | 0.86% | -0.24% | -1.15% | |
| 41 | GPIQ | Gs Nasdaq-100 Pr Inc Etf-usd | ETF-科技型 | 0.81% | -0.17% | -23.03% | |
| 42 | RITM | Rithm Capital CORP | 股票-房地產 | 0.77% | -0.20% | +5.80% | |
| 43 | PAAA | Pgim Aaa Clo ETF | ETF-其他 | 0.77% | -0.77% | EXIT | |
| 44 | LHX | L3harris Technologies Inc | 股票-工業 | 0.77% | +0.10% | +14.57% | |
| 45 | NVDA | Nvidia CORP | 股票-科技 | 0.75% | +1.77% | -34.63% | |
| 46 | MTZ | Mastec Inc | 股票-工業 | 0.73% | +0.37% | -17.34% | |
| 47 | CCI | Crown Castle Inc | 股票-房地產 | 0.72% | -0.72% | EXIT | |
| 48 | VRT | Vertiv Holdings Co-a | 股票-工業 | 0.71% | -0.04% | -15.20% | |
| 49 | ETN | Eaton Corporation plc | 股票-工業 | 0.70% | -0.03% | — | |
| 50 | AVEM | Avantis Emerging Markets Eq | ETF-新興市場 | 0.70% | -0.09% | +45.58% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | RSP | Invesco S&p 500 Equal Weight | +4.3% | NEW | 新建倉 |
| 2 | LLY | Eli Lilly & Co | +1.8% | NEW | 新建倉 |
| 3 | GOOG | Alphabet Inc-cl C | +1.5% | NEW | 新建倉 |
| 4 | ANET | Arista Networks Inc | +1.4% | NEW | 新建倉 |
| 5 | NEE | Nextera Energy Inc | +1.4% | NEW | 新建倉 |
| 6 | UBER | Uber Technologies Inc | +1.4% | NEW | 新建倉 |
| 7 | AMT | American Tower CORP | +1.3% | NEW | 新建倉 |
| 8 | MKSI | Mks Inc | +1.3% | NEW | 新建倉 |
| 9 | BAC | Bank Of America CORP | +1.1% | NEW | 新建倉 |
| 10 | WFC | Wells Fargo & Co | +1.1% | NEW | 新建倉 |
| 11 | QQQM | Invesco Nasdaq 100 ETF | +1% | +39.09% | 加碼 |
| 12 | SPHQ | Invesco S&p 500 Quality ETF | +1% | +51.81% | 加碼 |
| 13 | ORLY | O'reilly Automotive Inc | +1% | +185.72% | 加碼 |
| 14 | PWR | Quanta Services Inc | +0.9% | NEW | 新建倉 |
| 15 | MPWR | Monolithic Power Systems Inc | +0.9% | +161.80% | 加碼 |
| 16 | XMHQ | Invesco S&p Midcap Qual ETF | +0.7% | +46.77% | 加碼 |
| 17 | CCI | Crown Castle Inc | +0.7% | NEW | 新建倉 |
| 18 | ETN | Eaton Corporation plc | +0.7% | NEW | 新建倉 |
| 19 | NVT | nVent Electric plc | +0.7% | NEW | 新建倉 |
| 20 | PINK | Simplify Health Care ETF | +0.7% | NEW | 新建倉 |
| 21 | IWMI | Neos Russell 2000 High Inc | +0.7% | +88.41% | 加碼 |
| 22 | VIAV | Viavi Solutions Inc | +0.7% | NEW | 新建倉 |
| 23 | WAB | Wabtec CORP | +0.7% | NEW | 新建倉 |
| 24 | GLPI | Gaming And Leisure Propertie | +0.6% | +151.54% | 加碼 |
| 25 | EVSD | Eaton Vance Shrt Dur Inc | +0.6% | +178.79% | 加碼 |
| 26 | V | Visa Inc-class A Shares | +0.6% | +659.05% | 加碼 |
| 27 | AGNC | Agnc Investment CORP | +0.5% | NEW | 新建倉 |
| 28 | PEP | Pepsico Inc | +0.5% | NEW | 新建倉 |
| 29 | LOW | Lowe's Cos Inc | +0.5% | NEW | 新建倉 |
| 30 | WMT | Walmart Inc | +0.5% | +736.41% | 加碼 |
| 31 | INTU | Intuit Inc | +0.5% | NEW | 新建倉 |
| 32 | AVSC | Avantis US Small Cap Equity | +0.4% | +16.16% | 加碼 |
| 33 | SPYI | Neos S&p 500 High Income ETF | +0.4% | +39.38% | 加碼 |
| 34 | ABT | Abbott Laboratories | +0.4% | NEW | 新建倉 |
| 35 | WM | Waste Management Inc | +0.4% | NEW | 新建倉 |
| 36 | UNP | Union Pacific CORP | +0.4% | NEW | 新建倉 |
| 37 | JPM | Jpmorgan Chase & Co | +0.4% | +33.51% | 加碼 |
| 38 | IVZ | Invesco Ltd. | +0.4% | NEW | 新建倉 |
| 39 | NLY | Annaly Capital Management In | +0.4% | +58.69% | 加碼 |
| 40 | PULS | Pgim Ultra Short Bond ETF | +0.4% | +222.31% | 加碼 |
| 41 | GS | Goldman Sachs Group Inc | +0.3% | +159.85% | 加碼 |
| 42 | UNH | Unitedhealth Group Inc | +0.3% | +41.59% | 加碼 |
| 43 | PIT | Vaneck Commodity Strat ETF | +0.3% | +48.77% | 加碼 |
| 44 | DFIV | Dimensional International Va | +0.3% | +87.93% | 加碼 |
| 45 | ✓ | +0.3% | NEW | 新建倉 | |
| 46 | AVEM | Avantis Emerging Markets Eq | +0.3% | +45.58% | 加碼 |
| 47 | ✓ | +0.3% | NEW | 新建倉 | |
| 48 | VSEC | Vse CORP | +0.2% | +42.81% | 加碼 |
| 49 | AVUS | Avantis U.s. Equity ETF | +0.2% | +46.69% | 加碼 |
| 50 | CRS | Carpenter Technology | +0.2% | +4.74% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Prevail Innovative Wealth Advisors, LLC 在 Q2 2026 季度的美股持倉總市值約為 US$7.8億，共申報了 197 個公開持股部位。
在 Q2 2026 季度，Prevail Innovative Wealth Advisors, LLC 按市值排列的前三大核心持股分別為：RSP (4.3%)、QQQM (2.8%)、SPHQ (2.6%)。其中最大持股部位 RSP 佔據整體投資組合約 4.3% 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
RSP
市值: US$2852.4萬
本季最大獲利了結 / 清倉標的
JBND
前期市值: US$1363.3萬
在 Q2 2026 季度中，Prevail Innovative Wealth Advisors, LLC 共進行了 200 項持倉異動，包含新建倉 57 個部位、加碼 67 個部位、減碼 29 個部位以及清倉 47 個部位。 其中最大新建倉標的為 RSP。 本季清倉部位包含 JBND。
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。