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: 0001639375
申報總市值
US$10.0億
US$10.0億
209 檔
44.6%
截至 Q2 2026 季度末，Sendero Wealth Management, LLC 的美股持倉估值約為 US$10.0億，全數申報部位共有 209 檔。
觀察 Q2 2026 的申報異動，Sendero Wealth Management, LLC 採取了強勁的買進策略，建倉與加碼動作（合計 105 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
整體而言，Sendero Wealth Management, LLC 的前 5 大持股（包含 VTI, EAGL, MGNR）貢獻了組合市值的 44.6%，形成該機構在 Q2 2026 季度的基本面基石。
僅顯示前 200 大持股（共 209 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 | 21.42% | +0.40% | -0.13% | |
| 2 | EAGL | Eagle Capital Select Eqty | ETF-其他 | 9.26% | +1.54% | +5.90% | |
| 3 | MGNR | Amer Beac Glg Ntrl Rsrcs ETF | ETF-其他 | 6.88% | -0.09% | -2.50% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 3.53% | +0.05% | +0.42% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 3.35% | +0.11% | -1.73% | |
| 6 | TLG | Touchstone Lrg Comp Grw ETF | ETF-其他 | 2.88% | -2.88% | EXIT | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.80% | -0.37% | -4.40% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 1.68% | -0.27% | -2.16% | |
| 9 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.56% | -0.07% | -22.37% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 1.33% | +0.21% | -35.79% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.31% | -0.12% | -4.02% | |
| 12 | ANET | Arista Networks Inc | 股票-科技 | 1.28% | -0.22% | +7.06% | |
| 13 | KDP | Keurig Dr Pepper Inc | 股票-非循環性消費 | 1.23% | -0.42% | +14.13% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.03% | +0.83% | +13.30% | |
| 15 | FCNCA | First Citizens Bcshs -cl A | 股票-金融 | 0.99% | -0.13% | +4.76% | |
| 16 | CRM | Salesforce Inc | 股票-科技 | 0.96% | +0.21% | +15.06% | |
| 17 | XOM | Exxon Mobil CORP | 股票-能源 | 0.95% | -0.95% | EXIT | |
| 18 | IQV | Iqvia Holdings Inc | 股票-醫療保健 | 0.92% | +0.17% | -2.28% | |
| 19 | CNC | Centene CORP | 股票-醫療保健 | 0.87% | -0.47% | -6.32% | |
| 20 | COF | Capital One Financial CORP | 股票-金融 | 0.86% | -0.08% | +7.96% | |
| 21 | ABNB | Airbnb Inc-class A | 股票-循環性消費 | 0.81% | -0.01% | +7.06% | |
| 22 | ICLR | ICON Public Limited Company | 股票-醫療保健 | 0.78% | -0.10% | +12.11% | |
| 23 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.78% | -0.07% | +26.12% | |
| 24 | ICE | Intercontinental Exchange In | 股票-金融 | 0.75% | +0.04% | +8.71% | |
| 25 | GEV | GE Vernova Inc | 股票-工業 | 0.72% | -0.18% | -13.97% | |
| 26 | VUG | Vanguard Growth ETF | ETF-其他 | 0.68% | +1.44% | +558.64% | |
| 27 | AAPL | Apple Inc | 股票-科技 | 0.68% | +0.11% | +16.28% | |
| 28 | COP | Conocophillips | 股票-能源 | 0.64% | +0.18% | -12.40% | |
| 29 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.63% | +0.08% | +0.90% | |
| 30 | TRGP | Targa Resources CORP | 股票-能源 | 0.60% | -0.09% | -3.73% | |
| 31 | PAYC | Paycom Software Inc | 股票-科技 | 0.59% | +0.15% | +24.51% | |
| 32 | CRL | Charles River Laboratories | 股票-醫療保健 | 0.59% | — | +0.38% | |
| 33 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.57% | +0.01% | +22.79% | |
| 34 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.57% | +0.04% | -2.85% | |
| 35 | CTOS | Custom Truck One Source Inc | 股票-其他 | 0.54% | -0.12% | +17.14% | |
| 36 | HWM | Howmet Aerospace Inc | 股票-工業 | 0.52% | -0.12% | -10.76% | |
| 37 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.52% | -0.01% | +64.03% | |
| 38 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.50% | +0.01% | — | |
| 39 | WTW | Willis Towers Watson Public Limited Company | 股票-金融 | 0.48% | -0.01% | +5.85% | |
| 40 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.48% | +0.07% | +1988.51% | |
| 41 | GE | General Electric | 股票-工業 | 0.46% | -0.10% | -1.37% | |
| 42 | RDDT | Reddit Inc-cl A | 股票-通訊服務 | 0.44% | -0.23% | +10.10% | |
| 43 | P | Everpure Inc-a | 股票-科技 | 0.41% | +0.16% | +54.80% | |
| 44 | LAD | Lithia Motors Inc | 股票-循環性消費 | 0.41% | -0.04% | -1.07% | |
| 45 | EFX | Equifax Inc | 股票-工業 | 0.40% | -0.15% | +7.31% | |
| 46 | CBRE | Cbre Group Inc - A | 股票-房地產 | 0.40% | -0.06% | -1.44% | |
| 47 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.39% | +0.01% | +266.95% | |
| 48 | APH | Amphenol Corp-cl A | 股票-科技 | 0.39% | -0.04% | — | |
| 49 | ORCL | Oracle CORP | 股票-科技 | 0.33% | -0.05% | -3.17% | |
| 50 | UBER | Uber Technologies Inc | 股票-工業 | 0.33% | -0.11% | -22.51% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | +0.8% | -0.13% | 減碼 |
| 2 | MRSH | Marsh & Mclennan Cos | +0.5% | +1988.51% | 加碼 |
| 3 | APH | Amphenol Corp-cl A | +0.4% | NEW | 新建倉 |
| 4 | CNC | Centene CORP | +0.4% | -6.32% | 減碼 |
| 5 | MGK | Vanguard Mega Cap Growth ETF | +0.3% | NEW | 新建倉 |
| 6 | ANET | Arista Networks Inc | +0.3% | +7.06% | 加碼 |
| 7 | ICLR | ICON Public Limited Company | +0.3% | +12.11% | 加碼 |
| 8 | DELL | Dell Technologies -c | +0.3% | NEW | 新建倉 |
| 9 | KEYS | Keysight Technologies In | +0.3% | NEW | 新建倉 |
| 10 | KDP | Keurig Dr Pepper Inc | +0.3% | +14.13% | 加碼 |
| 11 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +64.03% | 加碼 |
| 12 | ATI | Ati Inc | +0.3% | NEW | 新建倉 |
| 13 | CTOS | Custom Truck One Source Inc | +0.3% | +17.14% | 加碼 |
| 14 | COHR | Coherent CORP | +0.2% | NEW | 新建倉 |
| 15 | P | Everpure Inc-a | +0.2% | +54.80% | 加碼 |
| 16 | TER | Teradyne Inc | +0.2% | +98.17% | 加碼 |
| 17 | GOOGL | Alphabet Inc-cl A | +0.2% | -4.40% | 減碼 |
| 18 | ENTG | Entegris Inc | +0.2% | +63.80% | 加碼 |
| 19 | LLY | Eli Lilly & Co | +0.2% | +175.14% | 加碼 |
| 20 | ITOT | Ishares Core S&p Total U.s. | +0.2% | +0.42% | 加碼 |
| 21 | NTAP | Netapp Inc | +0.1% | NEW | 新建倉 |
| 22 | VV | Vanguard Large-cap ETF | +0.1% | +22.79% | 加碼 |
| 23 | SPGI | S&p Global Inc | +0.1% | +205.17% | 加碼 |
| 24 | MOH | Molina Healthcare Inc | +0.1% | +68.29% | 加碼 |
| 25 | AVGO | Broadcom Inc | +0.1% | -2.16% | 減碼 |
| 26 | AAPL | Apple Inc | +0.1% | +16.28% | 加碼 |
| 27 | XLK | Ss Technology Select Sector | +0.1% | — | 不變 |
| 28 | NSIT | Insight Enterprises Inc | +0.1% | +29.32% | 加碼 |
| 29 | VUG | Vanguard Growth ETF | +0.1% | +558.64% | 加碼 |
| 30 | MELI | Mercadolibre Inc | +0.1% | +79.27% | 加碼 |
| 31 | HUM | Humana Inc | +0.1% | +18.05% | 加碼 |
| 32 | CRL | Charles River Laboratories | +0.1% | +0.38% | 加碼 |
| 33 | RDDT | Reddit Inc-cl A | +0.1% | +10.10% | 加碼 |
| 34 | EAGL | Eagle Capital Select Eqty | +0.1% | +5.90% | 加碼 |
| 35 | SCHW | Schwab (charles) CORP | +0.1% | +26.12% | 加碼 |
| 36 | PAYC | Paycom Software Inc | +0.1% | +24.51% | 加碼 |
| 37 | TLG | Touchstone Lrg Comp Grw ETF | +0.1% | +0.54% | 加碼 |
| 38 | ABNB | Airbnb Inc-class A | +0.1% | +7.06% | 加碼 |
| 39 | GE | General Electric | +0.1% | -1.37% | 減碼 |
| 40 | UNH | Unitedhealth Group Inc | +0.1% | -1.66% | 減碼 |
| 41 | LRCX | Lam Research CORP | +0.1% | -3.70% | 減碼 |
| 42 | COF | Capital One Financial CORP | +0.1% | +7.96% | 加碼 |
| 43 | HAYW | Hayward Holdings Inc | +0.1% | +45.78% | 加碼 |
| 44 | AJG | Arthur J Gallagher & Co | +0.1% | +98.44% | 加碼 |
| 45 | EQT | Eqt CORP | +0.1% | +300.97% | 加碼 |
| 46 | NVDA | Nvidia CORP | +0.1% | -1.73% | 減碼 |
| 47 | TXN | Texas Instruments Inc | +0.1% | -8.11% | 減碼 |
| 48 | DHR | Danaher CORP | +0.1% | +38.75% | 加碼 |
| 49 | WDAY | Workday Inc-class A | +0.1% | +54.26% | 加碼 |
| 50 | CAT | Caterpillar Inc | +0.1% | +0.71% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Sendero Wealth Management, LLC 在 Q2 2026 季度的美股持倉總市值約為 US$10.0億，共申報了 209 個公開持股部位。
在 Q2 2026 季度，Sendero Wealth Management, LLC 按市值排列的前三大核心持股分別為：VTI (21.4%)、EAGL (9.3%)、MGNR (6.9%)。其中最大持股部位 VTI 佔據整體投資組合約 21.4% 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
APH
市值: US$391.6萬
本季最大獲利了結 / 清倉標的
CMCSA
前期市值: US$122.7萬
在 Q2 2026 季度中，Sendero Wealth Management, LLC 共進行了 180 項持倉異動，包含新建倉 17 個部位、加碼 88 個部位、減碼 62 個部位以及清倉 13 個部位。 其中最大新建倉標的為 APH。 本季清倉部位包含 CMCSA。
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。