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: 0002011901
申報總市值
US$1.6億
US$1.6億
52 檔
51.9%
截至 Q2 2026 季度末，Randall & Associates Wealth Management 的美股持倉估值約為 US$1.6億，全數申報部位共有 52 檔。
在 Q2 2026，Randall & Associates Wealth Management 操作展現出積極擴展與加碼意向。本季共新建倉 9 個新部位，並對 30 個既有持股進行加碼（合計增持 39 檔），相較減碼與清倉部位顯著佔優。
檢視投資組合結構，前 5 大主力部位（包含 MGK, IEFA, FTCS）占據了總市值的 51.9%，展現出該機構在 Q2 2026 的重點資金聚焦與風險分佈特徵。
| # | 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 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 11.82% | +0.17% | +554.68% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 11.35% | +0.47% | +15.04% | |
| 3 | FTCS | First Trust Capital Strength | ETF-其他 | 10.56% | -2.25% | -9.55% | |
| 4 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 9.71% | +0.98% | +36.27% | |
| 5 | SDVY | First Trust Smid Cap Rising | ETF-其他 | 9.47% | -0.61% | +26.02% | |
| 6 | GSLC | Goldman Activebeta US Lc ETF | ETF-避險與商品 | 5.45% | -0.13% | -27.97% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-其他 | 5.11% | -0.31% | +271.46% | |
| 8 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 4.93% | +1.20% | -5.28% | |
| 9 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 4.41% | -0.08% | +8.01% | |
| 10 | FIXD | First Trust Smith Opportunis | ETF-其他 | 3.24% | -0.48% | +3.04% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.45% | -0.44% | +4.54% | |
| 12 | HGER | Harbor Commodity All Weather | ETF-避險與商品 | 2.28% | -0.35% | -11.49% | |
| 13 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 1.62% | -0.04% | +6.30% | |
| 14 | HYLS | Ft Tactical High Yield ETF | ETF-非投資等級債 | 1.61% | -0.50% | +5.36% | |
| 15 | PDBC | Invesco Optimum Yield Divers | ETF-其他 | 1.40% | +0.01% | -13.81% | |
| 16 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-科技型 | 1.33% | +0.58% | +2.25% | |
| 17 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 1.12% | -0.03% | +4.06% | |
| 18 | NVDA | Nvidia CORP | 股票-科技 | 0.96% | +0.17% | +35.55% | |
| 19 | AAPL | Apple Inc | 股票-科技 | 0.85% | +0.27% | +37.73% | |
| 20 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.83% | +0.02% | +10.04% | |
| 21 | MSFT | Microsoft CORP | 股票-科技 | 0.70% | +0.28% | +15.87% | |
| 22 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.68% | +0.06% | +27.06% | |
| 23 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.60% | -0.06% | +20.57% | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.50% | +0.27% | -10.35% | |
| 25 | CAT | Caterpillar Inc | 股票-工業 | 0.50% | -0.14% | +0.40% | |
| 26 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.45% | -0.05% | +19.82% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.41% | -0.41% | EXIT | |
| 28 | GEV | GE Vernova Inc | 股票-工業 | 0.40% | -0.07% | +27.08% | |
| 29 | AVGO | Broadcom Inc | 股票-科技 | 0.38% | +0.01% | +42.77% | |
| 30 | CSCO | Cisco Systems Inc | 股票-科技 | 0.36% | -0.10% | -27.91% | |
| 31 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.31% | +0.09% | +7.08% | |
| 32 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.28% | -0.05% | +11.19% | |
| 33 | XOM | Exxon Mobil CORP | 股票-能源 | 0.27% | -0.27% | EXIT | |
| 34 | TXN | Texas Instruments Inc | 股票-科技 | 0.26% | -0.08% | -22.14% | |
| 35 | BLK | Blackrock Inc | 股票-金融 | 0.25% | +0.03% | -17.12% | |
| 36 | V | Visa Inc-class A Shares | 股票-金融 | 0.25% | +0.08% | +7.30% | |
| 37 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.24% | -0.24% | EXIT | |
| 38 | GD | General Dynamics CORP | 股票-工業 | 0.23% | -0.04% | — | |
| 39 | ADI | Analog Devices Inc | 股票-科技 | 0.21% | -0.02% | -26.86% | |
| 40 | WMT | Walmart Inc | 股票-非循環性消費 | 0.20% | +0.01% | +44.37% | |
| 41 | PPG | Ppg Industries Inc | 股票-原物料 | 0.20% | -0.03% | -16.02% | |
| 42 | FDS | Factset Research Systems Inc | 股票-金融 | 0.19% | -0.19% | EXIT | |
| 43 | WEC | Wec Energy Group Inc | 股票-公用事業 | 0.18% | -0.18% | EXIT | |
| 44 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非循環性消費 | 0.18% | -0.18% | EXIT | |
| 45 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.17% | -0.17% | EXIT | |
| 46 | WELL | Welltower Inc | 股票-房地產 | 0.17% | -0.02% | — | |
| 47 | LIN | Linde plc | 股票-原物料 | 0.17% | -0.02% | — | |
| 48 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.17% | +0.01% | +41.26% | |
| 49 | MDT | Medtronic plc | 股票-醫療保健 | 0.16% | +0.03% | -5.38% | |
| 50 | BR | Broadridge Financial Solutio | 股票-科技 | 0.15% | +0.05% | +6.63% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | EMXC | Ishares Msci Emr Mrk Ex Chna | +3.7% | +36.27% | 加碼 |
| 2 | MGK | Vanguard Mega Cap Growth ETF | +3.6% | +554.68% | 加碼 |
| 3 | SDVY | First Trust Smid Cap Rising | +2% | +26.02% | 加碼 |
| 4 | IEFA | Ishares Core Msci Eafe ETF | +1.3% | +15.04% | 加碼 |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | +0.4% | NEW | 新建倉 |
| 6 | NVDA | Nvidia CORP | +0.3% | +35.55% | 加碼 |
| 7 | AAPL | Apple Inc | +0.3% | +37.73% | 加碼 |
| 8 | UNH | Unitedhealth Group Inc | +0.2% | NEW | 新建倉 |
| 9 | GD | General Dynamics CORP | +0.2% | NEW | 新建倉 |
| 10 | LLY | Eli Lilly & Co | +0.2% | +20.57% | 加碼 |
| 11 | WEC | Wec Energy Group Inc | +0.2% | NEW | 新建倉 |
| 12 | MKC | Mccormick & Co-non Vtg Shrs | +0.2% | NEW | 新建倉 |
| 13 | TDIV | Ft Nasdaq Tech Dvd Index Fd | +0.2% | +2.25% | 加碼 |
| 14 | AMZN | Amazon.com Inc | +0.2% | +27.06% | 加碼 |
| 15 | NKE | Nike Inc -cl B | +0.2% | NEW | 新建倉 |
| 16 | WELL | Welltower Inc | +0.2% | NEW | 新建倉 |
| 17 | LIN | Linde plc | +0.2% | NEW | 新建倉 |
| 18 | GOOG | Alphabet Inc-cl C | +0.2% | +10.04% | 加碼 |
| 19 | GEV | GE Vernova Inc | +0.2% | +27.08% | 加碼 |
| 20 | CAT | Caterpillar Inc | +0.1% | +0.40% | 加碼 |
| 21 | AVGO | Broadcom Inc | +0.1% | +42.77% | 加碼 |
| 22 | INTU | Intuit Inc | +0.1% | NEW | 新建倉 |
| 23 | JNJ | Johnson & Johnson | +0.1% | +19.82% | 加碼 |
| 24 | MSFT | Microsoft CORP | 0% | +15.87% | 加碼 |
| 25 | XOM | Exxon Mobil CORP | 0% | +59.95% | 加碼 |
| 26 | WMT | Walmart Inc | 0% | +44.37% | 加碼 |
| 27 | V | Visa Inc-class A Shares | 0% | +7.30% | 加碼 |
| 28 | COST | Costco Wholesale CORP | 0% | +41.26% | 加碼 |
| 29 | TXN | Texas Instruments Inc | 0% | -22.14% | 減碼 |
| 30 | FDS | Factset Research Systems Inc | 0% | +3.82% | 加碼 |
| 31 | EMB | Ishares Jp Morgan Usd Emergi | — | +6.30% | 加碼 |
| 32 | CSCO | Cisco Systems Inc | — | -27.91% | 減碼 |
| 33 | META | Meta Platforms Inc-class A | 0% | +7.08% | 加碼 |
| 34 | NEE | Nextera Energy Inc | 0% | +11.19% | 加碼 |
| 35 | BR | Broadridge Financial Solutio | 0% | +6.63% | 加碼 |
| 36 | PPG | Ppg Industries Inc | 0% | -16.02% | 減碼 |
| 37 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | 0% | +8.01% | 加碼 |
| 38 | ADI | Analog Devices Inc | 0% | -26.86% | 減碼 |
| 39 | HYLS | Ft Tactical High Yield ETF | -0.1% | +5.36% | 加碼 |
| 40 | MDT | Medtronic plc | -0.1% | -5.38% | 減碼 |
| 41 | JPM | Jpmorgan Chase & Co | -0.1% | -10.35% | 減碼 |
| 42 | VMBS | Vanguard Mortgage-backed Sec | -0.1% | +4.06% | 加碼 |
| 43 | BLK | Blackrock Inc | -0.1% | -17.12% | 減碼 |
| 44 | AGG | Ishares Core U.s. Aggregate | -0.1% | +4.54% | 加碼 |
| 45 | MCD | Mcdonald's CORP | -0.1% | EXIT | 清倉 |
| 46 | CVX | Chevron CORP | -0.1% | EXIT | 清倉 |
| 47 | GILD | Gilead Sciences Inc | -0.2% | EXIT | 清倉 |
| 48 | ACN | Accenture plc | -0.2% | EXIT | 清倉 |
| 49 | MA | Mastercard Inc - A | -0.2% | EXIT | 清倉 |
| 50 | HD | Home Depot Inc | -0.2% | -55.19% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Randall & Associates Wealth Management 在 Q2 2026 季度的美股持倉總市值約為 US$1.6億，共申報了 52 個公開持股部位。
在 Q2 2026 季度，Randall & Associates Wealth Management 按市值排列的前三大核心持股分別為：MGK (11.8%)、IEFA (11.3%)、FTCS (10.6%)。其中最大持股部位 MGK 佔據整體投資組合約 11.8% 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
BRK-B
市值: US$65.7萬
本季最大獲利了結 / 清倉標的
VWO
前期市值: US$423.8萬
在 Q2 2026 季度中，Randall & Associates Wealth Management 共進行了 65 項持倉異動，包含新建倉 9 個部位、加碼 30 個部位、減碼 13 個部位以及清倉 13 個部位。 其中最大新建倉標的為 BRK-B。 本季清倉部位包含 VWO。
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。