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: 0001903883
申報總市值
US$2.5億
US$2.5億
126 檔
22.2%
Shelton Wealth Management, LLC 在 Q2 2026 季度的美股部位總計估值為 US$2.5億，分散於 126 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，Shelton Wealth Management, LLC 展現了靈活的資產再平衡步調，透過出清 19 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 FTSM, IBTH, IBTI）累計市值佔比達 22.2%，是驅動 Shelton Wealth Management, LLC 該季度整體投資組合績效表現的核心支柱。
| # | 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 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 5.11% | -0.03% | +0.85% | |
| 2 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-其他 | 4.27% | +0.23% | +6.68% | |
| 3 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-其他 | 4.26% | +0.22% | +7.10% | |
| 4 | IBTJ | Ishares Ibonds Dec 2029 Term | ETF-其他 | 4.26% | +0.19% | +7.35% | |
| 5 | IBTL | Ishares Ibonds Dec 2031 Term | ETF-其他 | 4.25% | +0.14% | +8.27% | |
| 6 | IBTK | Ishares Ibonds Dec 2030 Trea | ETF-其他 | 4.25% | +0.16% | +7.64% | |
| 7 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 3.71% | -0.12% | -10.52% | |
| 8 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 2.40% | +0.03% | -1.63% | |
| 9 | FTCS | First Trust Capital Strength | ETF-其他 | 2.10% | -0.02% | +3.31% | |
| 10 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 1.72% | -0.07% | -7.76% | |
| 11 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.71% | +0.02% | -5.34% | |
| 12 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.71% | -0.25% | +1.13% | |
| 13 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.65% | -0.11% | +2.38% | |
| 14 | AMD | Advanced Micro Devices | 股票-科技 | 1.63% | -0.05% | -36.31% | |
| 15 | LRCX | Lam Research CORP | 股票-科技 | 1.51% | -0.30% | -27.37% | |
| 16 | RDVY | First Trust Rising Dividend | ETF-其他 | 1.47% | -0.04% | -4.13% | |
| 17 | NVDA | Nvidia CORP | 股票-科技 | 1.22% | +0.39% | -8.31% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.19% | +0.19% | -14.74% | |
| 19 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 1.13% | -0.09% | -6.41% | |
| 20 | MU | Micron Technology Inc | 股票-科技 | 1.12% | -0.02% | -45.33% | |
| 21 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.10% | +0.22% | -12.29% | |
| 22 | IGM | Ishares Expanded Tech Sector | ETF-科技型 | 1.06% | +0.03% | -11.25% | |
| 23 | WFC | Wells Fargo & Co | 股票-金融 | 0.97% | -0.03% | +0.35% | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.96% | -0.09% | -2.59% | |
| 25 | CSX | Csx CORP | 股票-工業 | 0.93% | -0.14% | -1.05% | |
| 26 | APP | Applovin Corp-class A | 股票-科技 | 0.93% | -0.26% | -22.28% | |
| 27 | TSLA | Tesla Inc | 股票-循環性消費 | 0.93% | -0.11% | +7.96% | |
| 28 | MRVL | Marvell Technology Inc | 股票-科技 | 0.92% | -0.25% | -47.79% | |
| 29 | VRT | Vertiv Holdings Co-a | 股票-工業 | 0.89% | -0.14% | -29.24% | |
| 30 | EMR | Emerson Electric Co | 股票-工業 | 0.86% | +0.05% | +4.37% | |
| 31 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.85% | -0.07% | -0.50% | |
| 32 | PH | Parker Hannifin CORP | 股票-工業 | 0.84% | -0.04% | +1.16% | |
| 33 | ASML | ASML Holding N.V. | 股票-科技 | 0.84% | -0.15% | -14.93% | |
| 34 | CCJ | Cameco CORP | 股票-能源 | 0.83% | -0.03% | -3.00% | |
| 35 | MSFT | Microsoft CORP | 股票-科技 | 0.78% | +0.48% | -4.01% | |
| 36 | AAPL | Apple Inc | 股票-科技 | 0.77% | +0.13% | -10.33% | |
| 37 | AMAT | Applied Materials Inc | 股票-科技 | 0.76% | -0.18% | -20.61% | |
| 38 | MELI | Mercadolibre Inc | 股票-循環性消費 | 0.74% | +0.05% | +11.50% | |
| 39 | UBER | Uber Technologies Inc | 股票-工業 | 0.74% | +0.06% | +21.12% | |
| 40 | CP | Canadian Pacific Kansas City | 股票-工業 | 0.73% | -0.01% | +25.70% | |
| 41 | FTNT | Fortinet Inc | 股票-科技 | 0.73% | -0.10% | +15.54% | |
| 42 | ANET | Arista Networks Inc | 股票-科技 | 0.72% | +0.07% | -11.61% | |
| 43 | EQT | Eqt CORP | 股票-能源 | 0.70% | -0.09% | +1.85% | |
| 44 | GD | General Dynamics CORP | 股票-工業 | 0.70% | -0.06% | +11.19% | |
| 45 | DE | Deere & Co | 股票-工業 | 0.70% | +0.13% | — | |
| 46 | FCX | Freeport-mcmoran Inc | 股票-原物料 | 0.68% | -0.05% | +9.26% | |
| 47 | HALO | Halozyme Therapeutics Inc | 股票-醫療保健 | 0.65% | +0.03% | +16.78% | |
| 48 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.64% | -0.02% | +17.02% | |
| 49 | TWLO | Twilio Inc - A | 股票-科技 | 0.64% | +0.13% | -30.77% | |
| 50 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.62% | — | +2.34% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | DE | Deere & Co | +0.7% | NEW | 新建倉 |
| 2 | AMD | Advanced Micro Devices | +0.6% | -36.31% | 減碼 |
| 3 | APH | Amphenol Corp-cl A | +0.6% | NEW | 新建倉 |
| 4 | MU | Micron Technology Inc | +0.5% | -45.33% | 減碼 |
| 5 | NBIX | Neurocrine Biosciences Inc | +0.4% | NEW | 新建倉 |
| 6 | LRCX | Lam Research CORP | +0.4% | -27.37% | 減碼 |
| 7 | ✓ | +0.4% | NEW | 新建倉 | |
| 8 | FTNT | Fortinet Inc | +0.4% | +15.54% | 加碼 |
| 9 | ✓ | +0.4% | NEW | 新建倉 | |
| 10 | MRVL | Marvell Technology Inc | +0.3% | -47.79% | 減碼 |
| 11 | MDB | Mongodb Inc | +0.3% | +68.84% | 加碼 |
| 12 | AMAT | Applied Materials Inc | +0.3% | -20.61% | 減碼 |
| 13 | CRDO | Credo Technology Group Holding Ltd | +0.3% | NEW | 新建倉 |
| 14 | LLY | Eli Lilly & Co | +0.2% | +17.02% | 加碼 |
| 15 | HOOD | Robinhood Markets Inc - A | +0.2% | NEW | 新建倉 |
| 16 | FITB | Fifth Third Bancorp | +0.2% | +42.11% | 加碼 |
| 17 | RDDT | Reddit Inc-cl A | +0.2% | NEW | 新建倉 |
| 18 | QCOM | Qualcomm Inc | +0.2% | NEW | 新建倉 |
| 19 | CP | Canadian Pacific Kansas City | +0.1% | +25.70% | 加碼 |
| 20 | HALO | Halozyme Therapeutics Inc | +0.1% | +16.78% | 加碼 |
| 21 | AXP | American Express Co | +0.1% | +40.34% | 加碼 |
| 22 | CRS | Carpenter Technology | +0.1% | -4.43% | 減碼 |
| 23 | PLTR | Palantir Technologies Inc-a | +0.1% | NEW | 新建倉 |
| 24 | PFGC | Performance Food Group Co | +0.1% | NEW | 新建倉 |
| 25 | F | Ford Motor Co | +0.1% | NEW | 新建倉 |
| 26 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.1% | -7.76% | 減碼 |
| 27 | ✓ | On Holding AG | +0.1% | +33.06% | 加碼 |
| 28 | VST | Vistra CORP | +0.1% | +36.64% | 加碼 |
| 29 | ASML | ASML Holding N.V. | +0.1% | -14.93% | 減碼 |
| 30 | EW | Edwards Lifesciences CORP | +0.1% | +22.23% | 加碼 |
| 31 | IGM | Ishares Expanded Tech Sector | +0.1% | -11.25% | 減碼 |
| 32 | SRE | Sempra | +0.1% | +50.48% | 加碼 |
| 33 | TSLA | Tesla Inc | +0.1% | +7.96% | 加碼 |
| 34 | KLAC | Kla CORP | +0.1% | +578.42% | 加碼 |
| 35 | LUV | Southwest Airlines Co | +0.1% | NEW | 新建倉 |
| 36 | IWF | Ishares Russell 1000 Growth | +0.1% | NEW | 新建倉 |
| 37 | ARGX | Argenx Se - Adr | +0.1% | NEW | 新建倉 |
| 38 | DLR | Digital Realty Trust Inc | +0.1% | NEW | 新建倉 |
| 39 | IWD | Ishares Russell 1000 Value E | +0.1% | NEW | 新建倉 |
| 40 | SHOP | Shopify Inc - Class A | +0.1% | NEW | 新建倉 |
| 41 | ANET | Arista Networks Inc | +0.1% | -11.61% | 減碼 |
| 42 | AVGO | Broadcom Inc | +0.1% | +5.25% | 加碼 |
| 43 | APLD | Applied Digital CORP | +0.1% | +23.50% | 加碼 |
| 44 | IWM | Ishares Russell 2000 ETF | +0.1% | -0.50% | 減碼 |
| 45 | UBER | Uber Technologies Inc | +0.1% | +21.12% | 加碼 |
| 46 | MDT | Medtronic plc | +0.1% | +39.84% | 加碼 |
| 47 | D | Dominion Energy Inc | +0.1% | +14.56% | 加碼 |
| 48 | IJR | Ishares Core S&p Small-cap E | 0% | -2.59% | 減碼 |
| 49 | NEE | Nextera Energy Inc | 0% | +28.01% | 加碼 |
| 50 | IWB | Ishares Russell 1000 ETF | 0% | -1.63% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Shelton Wealth Management, LLC 在 Q2 2026 季度的美股持倉總市值約為 US$2.5億，共申報了 126 個公開持股部位。
在 Q2 2026 季度，Shelton Wealth Management, LLC 按市值排列的前三大核心持股分別為：FTSM (5.1%)、IBTH (4.3%)、IBTI (4.3%)。其中最大持股部位 FTSM 佔據整體投資組合約 5.1% 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
DE
市值: US$177.4萬
本季最大獲利了結 / 清倉標的
ETN
前期市值: US$152.1萬
在 Q2 2026 季度中，Shelton Wealth Management, LLC 共進行了 142 項持倉異動，包含新建倉 18 個部位、加碼 54 個部位、減碼 51 個部位以及清倉 19 個部位。 其中最大新建倉標的為 DE。 本季清倉部位包含 ETN。
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。