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: 0001733472
申報總市值
US$3.4億
US$3.4億
967 檔
47.0%
在 Q2 2026 的 13F 官方備案中，Quaker Wealth Management, LLC 管理的美股投資組合規模來到 US$3.4億，整體持股檔數為 967 檔。
觀察 Q2 2026 的資金脈絡，Quaker Wealth Management, LLC 在獲利結算 13 檔個股的同時，將資本重新部署至 12 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 VTI, VCSH, VYM）累計市值佔比達 47.0%，是驅動 Quaker 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 967 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 18.25% | +1.16% | +0.64% | |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 9.93% | +0.11% | +1.83% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 8.24% | +0.25% | +0.58% | |
| 4 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 5.24% | -1.79% | +1.21% | |
| 5 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 5.04% | -1.82% | -1.85% | |
| 6 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 4.47% | -4.38% | +1.99% | |
| 7 | JSI | Jh Securitized Income ETF | ETF-其他 | 3.99% | +0.08% | -4.29% | |
| 8 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 3.90% | +0.30% | +699.12% | |
| 9 | VUG | Vanguard Growth ETF | ETF-其他 | 3.14% | +0.30% | +506.79% | |
| 10 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 2.99% | +0.16% | +0.93% | |
| 11 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 2.94% | +0.19% | +4530.19% | |
| 12 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 2.94% | +0.23% | +0.38% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.39% | -0.04% | +1.03% | |
| 14 | MAGS | Roundhill Magnificent Seven | ETF-其他 | 2.34% | +0.39% | +0.96% | |
| 15 | AAPL | Apple Inc | 股票-科技 | 2.28% | +0.36% | -1.47% | |
| 16 | TBLL | Invesco Short Term Treasury | ETF-政府公債 | 2.10% | +0.12% | +68266.00% | |
| 17 | VOX | Vanguard Communication Servi | ETF-其他 | 1.92% | +0.20% | +2.14% | |
| 18 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.85% | +0.02% | +0.63% | |
| 19 | VIS | Vanguard Industrials ETF | ETF-其他 | 1.67% | -0.12% | +0.05% | |
| 20 | VFH | Vanguard Financials ETF | ETF-其他 | 1.40% | +0.06% | +2.98% | |
| 21 | TFX | Teleflex Inc | 股票-醫療保健 | 1.29% | -0.01% | +0.23% | |
| 22 | VBIL | Vanguard 0-3m T-bill ETF | ETF-其他 | 0.66% | -0.65% | +0.84% | |
| 23 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.46% | +0.07% | +13.18% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.44% | +0.01% | -10.59% | |
| 25 | MSFT | Microsoft CORP | 股票-科技 | 0.41% | +0.20% | +18.60% | |
| 26 | PALL | Abrdn Physical Palladium Shs | ETF-避險與商品 | 0.41% | -0.40% | +31624.88% | |
| 27 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.35% | -0.01% | -10.49% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.31% | -0.06% | +23.25% | |
| 29 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.23% | +0.02% | +0.58% | |
| 30 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.22% | — | — | |
| 31 | TXN | Texas Instruments Inc | 股票-科技 | 0.21% | -0.01% | +0.16% | |
| 32 | TSLA | Tesla Inc | 股票-循環性消費 | 0.21% | -0.07% | +6.56% | |
| 33 | ✓ | Raytheon Technologies CORP | 股票-其他 | 0.20% | -0.20% | EXIT | |
| 34 | CSCO | Cisco Systems Inc | 股票-科技 | 0.20% | -0.01% | -2.26% | |
| 35 | NVDA | Nvidia CORP | 股票-科技 | 0.18% | +0.03% | +2.76% | |
| 36 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.16% | +0.01% | -21.02% | |
| 37 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.15% | -0.01% | -2.19% | |
| 38 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.13% | +0.03% | +13.53% | |
| 39 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.13% | -0.01% | -4.88% | |
| 40 | CB | Chubb Limited | 股票-金融 | 0.12% | — | +0.32% | |
| 41 | WTRG | Essential Utilities Inc | 股票-公用事業 | 0.12% | -0.03% | -0.05% | |
| 42 | WM | Waste Management Inc | 股票-工業 | 0.12% | -0.01% | -5.34% | |
| 43 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密貨幣 | 0.11% | -0.07% | -4.19% | |
| 44 | CAT | Caterpillar Inc | 股票-工業 | 0.11% | -0.02% | +0.28% | |
| 45 | BA | Boeing Co/the | 股票-工業 | 0.10% | +0.13% | +31.80% | |
| 46 | MSIF | Msc Income Fund Inc | 股票-其他 | 0.10% | — | — | |
| 47 | AMD | Advanced Micro Devices | 股票-科技 | 0.10% | +0.01% | +98.29% | |
| 48 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.09% | +0.05% | +5.98% | |
| 49 | NSC | Norfolk Southern CORP | 股票-工業 | 0.09% | — | -0.10% | |
| 50 | GLW | Corning Inc | 股票-科技 | 0.09% | -0.04% | -7.39% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VEU | Vanguard Ftse All-world Ex-u | +2.9% | +4530.19% | 加碼 |
| 2 | TBLL | Invesco Short Term Treasury | +2.1% | +68266.00% | 加碼 |
| 3 | VTI | Vanguard Total Stock Mkt ETF | +1.4% | +0.64% | 加碼 |
| 4 | VGT | Vanguard Info Tech ETF | +0.9% | +699.12% | 加碼 |
| 5 | PALL | Abrdn Physical Palladium Shs | +0.4% | +31624.88% | 加碼 |
| 6 | VUG | Vanguard Growth ETF | +0.3% | +506.79% | 加碼 |
| 7 | GOOG | Alphabet Inc-cl C | +0.3% | +0.63% | 加碼 |
| 8 | VB | Vanguard Small-cap ETF | +0.2% | +1.03% | 加碼 |
| 9 | ✓ | Raytheon Technologies CORP | +0.2% | NEW | 新建倉 |
| 10 | VIS | Vanguard Industrials ETF | +0.1% | +0.05% | 加碼 |
| 11 | MAGS | Roundhill Magnificent Seven | +0.1% | +0.96% | 加碼 |
| 12 | AAPL | Apple Inc | +0.1% | -1.47% | 減碼 |
| 13 | AMD | Advanced Micro Devices | +0.1% | +98.29% | 加碼 |
| 14 | ZVRA | Zevra Therapeutics Inc | +0.1% | +9583.50% | 加碼 |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +23.25% | 加碼 |
| 16 | VFH | Vanguard Financials ETF | +0.1% | +2.98% | 加碼 |
| 17 | TXN | Texas Instruments Inc | +0.1% | +0.16% | 加碼 |
| 18 | ✓ | +0.1% | NEW | 新建倉 | |
| 19 | CSCO | Cisco Systems Inc | +0.1% | -2.26% | 減碼 |
| 20 | GS | Goldman Sachs Group Inc | +0.1% | +1666.67% | 加碼 |
| 21 | ✓ | +0.1% | NEW | 新建倉 | |
| 22 | ✓ | +0.1% | NEW | 新建倉 | |
| 23 | MSFT | Microsoft CORP | 0% | +18.60% | 加碼 |
| 24 | GLW | Corning Inc | 0% | -7.39% | 減碼 |
| 25 | CAT | Caterpillar Inc | 0% | +0.28% | 加碼 |
| 26 | TER | Teradyne Inc | 0% | — | 不變 |
| 27 | MCD | Mcdonald's CORP | 0% | +1947.37% | 加碼 |
| 28 | GRAB | Grab Holdings Limited | 0% | +1178.90% | 加碼 |
| 29 | AMAT | Applied Materials Inc | 0% | — | 不變 |
| 30 | INTC | Intel CORP | 0% | +492.38% | 加碼 |
| 31 | TSLA | Tesla Inc | 0% | +6.56% | 加碼 |
| 32 | BA | Boeing Co/the | 0% | +31.80% | 加碼 |
| 33 | AMKR | Amkor Technology Inc | 0% | — | 不變 |
| 34 | AMZN | Amazon.com Inc | 0% | +13.53% | 加碼 |
| 35 | QCOM | Qualcomm Inc | 0% | +4.35% | 加碼 |
| 36 | NVDA | Nvidia CORP | 0% | +2.76% | 加碼 |
| 37 | NTAP | Netapp Inc | 0% | +0.99% | 加碼 |
| 38 | ✓ | Fortinet Inc | 0% | NEW | 新建倉 |
| 39 | MU | Micron Technology Inc | 0% | +9.30% | 加碼 |
| 40 | GOOGL | Alphabet Inc-cl A | 0% | -10.59% | 減碼 |
| 41 | UNH | Unitedhealth Group Inc | 0% | +1.67% | 加碼 |
| 42 | QQQ | Invesco Qqq Trust Series 1 | 0% | -0.78% | 減碼 |
| 43 | ANET | Arista Networks Inc | 0% | -0.17% | 減碼 |
| 44 | NVT | nVent Electric plc | 0% | -0.10% | 減碼 |
| 45 | HUT | Hut 8 CORP | 0% | +2971.43% | 加碼 |
| 46 | MTB | M & T Bank CORP | 0% | +3316.67% | 加碼 |
| 47 | GE | General Electric | 0% | +0.91% | 加碼 |
| 48 | ✓ | First Trust Capital Strength ETF | 0% | NEW | 新建倉 |
| 49 | ZETA | Zeta Global Holdings Corp-a | 0% | +13.81% | 加碼 |
| 50 | AMGN | Amgen Inc | 0% | +83.61% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Quaker Wealth Management, LLC 在 Q2 2026 季度的美股持倉總市值約為 US$3.4億，共申報了 967 個公開持股部位。
在 Q2 2026 季度，Quaker Wealth Management, LLC 按市值排列的前三大核心持股分別為：VTI (18.3%)、VCSH (9.9%)、VYM (8.2%)。其中最大持股部位 VTI 佔據整體投資組合約 18.3% 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
RAYTHEON TECHNOLOGIES CORP
市值: US$69.3萬
本季最大獲利了結 / 清倉標的
RTX
前期市值: US$70.4萬
在 Q2 2026 季度中，Quaker Wealth Management, LLC 共進行了 178 項持倉異動，包含新建倉 12 個部位、加碼 85 個部位、減碼 68 個部位以及清倉 13 個部位。 其中最大新建倉標的為 RAYTHEON TECHNOLOGIES CORP。 本季清倉部位包含 RTX。
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。