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: 0001541353
申報總市值
US$5.2億
US$5.2億
213 檔
16.2%
在 Q2 2026 的 13F 官方備案中，Triangle Securities Wealth Management 管理的美股投資組合規模來到 US$5.2億，整體持股檔數為 213 檔。
從 Q2 2026 申報觀察，Triangle Securities Wealth Management 採取防禦導向的調倉策略，本季減碼 96 檔個股並出清 10 檔部位，顯示機構在該時期進行風險控制與流動性回收。
在資產配置集中度方面，Triangle Securities Wealth Management 的前 5 大核心持股（包含 JAVA, SCHM, VGT 等）合計佔整體申報市值的 16.2%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 213 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 | JAVA | Jpmorgan Active Value ETF | ETF-其他 | 3.99% | -0.08% | +1.94% | |
| 2 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 3.88% | -0.44% | -0.30% | |
| 3 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 3.72% | -0.05% | +688.08% | |
| 4 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 2.69% | -0.33% | +0.03% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.56% | -0.22% | -5.50% | |
| 6 | SAMT | Strategas Macro Them Opps | ETF-其他 | 2.43% | -0.35% | -1.24% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.30% | +2.03% | +1.23% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.22% | -0.28% | +1.22% | |
| 9 | BX | Blackstone Inc | 股票-金融 | 2.05% | -0.14% | +102.52% | |
| 10 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 1.90% | -1.90% | EXIT | |
| 11 | TPYP | Tortoise North American Pipe | ETF-其他 | 1.87% | -0.18% | -1.00% | |
| 12 | AAPL | Apple Inc | 股票-科技 | 1.72% | +0.19% | -0.47% | |
| 13 | JSML | Janus Hender Sm Cap Grw Alph | ETF-其他 | 1.65% | -0.16% | +5.95% | |
| 14 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.62% | +0.81% | +3.24% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.52% | -0.11% | -0.74% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 1.51% | +0.48% | -7.10% | |
| 17 | CGXU | Cap Group Intl Focus | ETF-其他 | 1.40% | -0.04% | +3.97% | |
| 18 | BN | Brookfield CORP | 股票-金融 | 1.33% | -0.20% | +1.70% | |
| 19 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.31% | -0.24% | -1.80% | |
| 20 | CAT | Caterpillar Inc | 股票-工業 | 1.30% | +0.90% | -3.02% | |
| 21 | XOM | Exxon Mobil CORP | 股票-能源 | 1.23% | -1.23% | EXIT | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.20% | -0.05% | +1.53% | |
| 23 | AVGO | Broadcom Inc | 股票-科技 | 1.19% | -0.13% | -4.85% | |
| 24 | QLTY | Gmo U.s. Quality ETF | ETF-其他 | 1.07% | +1.74% | +6.47% | |
| 25 | KKR | Kkr & Co Inc | 股票-金融 | 1.05% | -0.02% | -1.07% | |
| 26 | FBND | Fidelity Total Bond ETF | ETF-其他 | 1.02% | +1.03% | +9.12% | |
| 27 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.00% | -0.09% | -1.25% | |
| 28 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.98% | -0.10% | +8.14% | |
| 29 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.98% | -0.22% | +1.55% | |
| 30 | VCR | Vanguard Consumer Discre ETF | ETF-其他 | 0.97% | -0.09% | +2.23% | |
| 31 | AVMV | Avantis US Mid Cap Val ETF | ETF-其他 | 0.96% | -0.02% | +27.55% | |
| 32 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.96% | — | -1.08% | |
| 33 | KIE | Ss Spdr S&p Insurance ETF | ETF-其他 | 0.91% | -0.03% | -1.36% | |
| 34 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.89% | -0.06% | -1.01% | |
| 35 | LRCX | Lam Research CORP | 股票-科技 | 0.86% | -0.24% | -4.39% | |
| 36 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.77% | -0.10% | -4.64% | |
| 37 | RTX | Rtx CORP | 股票-工業 | 0.77% | -0.07% | -2.00% | |
| 38 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.76% | +0.02% | -1.28% | |
| 39 | AMAT | Applied Materials Inc | 股票-科技 | 0.76% | -0.27% | -7.70% | |
| 40 | WAB | Wabtec CORP | 股票-工業 | 0.73% | -0.02% | -1.03% | |
| 41 | BAC | Bank Of America CORP | 股票-金融 | 0.73% | -0.09% | +0.39% | |
| 42 | DUK | Duke Energy CORP | 股票-公用事業 | 0.72% | -0.09% | -0.57% | |
| 43 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.71% | -0.02% | +3.02% | |
| 44 | NVDA | Nvidia CORP | 股票-科技 | 0.70% | +0.07% | -1.20% | |
| 45 | VUG | Vanguard Growth ETF | ETF-其他 | 0.69% | +0.12% | +560.68% | |
| 46 | V | Visa Inc-class A Shares | 股票-金融 | 0.68% | — | -4.31% | |
| 47 | EAGL | Eagle Capital Select Eqty | ETF-其他 | 0.67% | -0.67% | EXIT | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.65% | -0.03% | -1.58% | |
| 49 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.62% | -0.13% | -2.91% | |
| 50 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.62% | +0.17% | -9.48% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BX | Blackstone Inc | +0.9% | +102.52% | 加碼 |
| 2 | VGT | Vanguard Info Tech ETF | +0.6% | +688.08% | 加碼 |
| 3 | ENB | Enbridge Inc | +0.5% | NEW | 新建倉 |
| 4 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | +0.4% | NEW | 新建倉 |
| 5 | ANET | Arista Networks Inc | +0.4% | NEW | 新建倉 |
| 6 | FLEX | Flex Ltd. | +0.4% | +212.33% | 加碼 |
| 7 | LRCX | Lam Research CORP | +0.4% | -4.39% | 減碼 |
| 8 | JSML | Janus Hender Sm Cap Grw Alph | +0.3% | +5.95% | 加碼 |
| 9 | AMAT | Applied Materials Inc | +0.3% | -7.70% | 減碼 |
| 10 | CAT | Caterpillar Inc | +0.3% | -3.02% | 減碼 |
| 11 | PANW | Palo Alto Networks Inc | +0.2% | +1.08% | 加碼 |
| 12 | AVMV | Avantis US Mid Cap Val ETF | +0.2% | +27.55% | 加碼 |
| 13 | SCHM | Schwab US Mid Cap ETF | +0.1% | -0.30% | 減碼 |
| 14 | ✓ | +0.1% | NEW | 新建倉 | |
| 15 | IJR | Ishares Core S&p Small-cap E | +0.1% | +1.22% | 加碼 |
| 16 | SAMT | Strategas Macro Them Opps | +0.1% | -1.24% | 減碼 |
| 17 | LLY | Eli Lilly & Co | +0.1% | -1.25% | 減碼 |
| 18 | IJK | Ishares S&p Mid-cap 400 Grow | +0.1% | +8.14% | 加碼 |
| 19 | UNH | Unitedhealth Group Inc | +0.1% | -0.72% | 減碼 |
| 20 | CGXU | Cap Group Intl Focus | +0.1% | +3.97% | 加碼 |
| 21 | VUG | Vanguard Growth ETF | +0.1% | +560.68% | 加碼 |
| 22 | DFLV | Dim US Large Cap Value ETF | +0.1% | +72.02% | 加碼 |
| 23 | DDOG | Datadog Inc - Class A | +0.1% | +41.44% | 加碼 |
| 24 | GILD | Gilead Sciences Inc | +0.1% | NEW | 新建倉 |
| 25 | ROK | Rockwell Automation Inc | +0.1% | -1.46% | 減碼 |
| 26 | IBM | Intl Business Machines CORP | +0.1% | +103.81% | 加碼 |
| 27 | NXT | Nextpower Inc-cl A | +0.1% | NEW | 新建倉 |
| 28 | ✓ | +0.1% | NEW | 新建倉 | |
| 29 | QLTY | Gmo U.s. Quality ETF | +0.1% | +6.47% | 加碼 |
| 30 | XLK | Ss Technology Select Sector | +0.1% | -0.32% | 減碼 |
| 31 | ASML | ASML Holding N.V. | +0.1% | -0.14% | 減碼 |
| 32 | ✓ | +0.1% | NEW | 新建倉 | |
| 33 | EFA | Ishares Msci Eafe ETF | +0.1% | NEW | 新建倉 |
| 34 | NFLX | Netflix Inc | +0.1% | NEW | 新建倉 |
| 35 | SCHX | Schwab US Large-cap ETF | +0.1% | +3.24% | 加碼 |
| 36 | IHI | Ishares U.s. Medical Devices | +0.1% | +66.93% | 加碼 |
| 37 | AMD | Advanced Micro Devices | +0.1% | -22.25% | 減碼 |
| 38 | WAT | Waters CORP | +0.1% | NEW | 新建倉 |
| 39 | RSPT | Invesco S&p 500 Equal Weight | +0.1% | NEW | 新建倉 |
| 40 | GOOG | Alphabet Inc-cl C | +0.1% | -5.50% | 減碼 |
| 41 | FNB | Fnb CORP | +0.1% | NEW | 新建倉 |
| 42 | CVS | Cvs Health CORP | 0% | -3.74% | 減碼 |
| 43 | FCFS | Firstcash Holdings Inc | 0% | NEW | 新建倉 |
| 44 | Q | Qnity Electronics Inc | 0% | NEW | 新建倉 |
| 45 | SYY | Sysco CORP | 0% | NEW | 新建倉 |
| 46 | IWR | Ishares Russell Mid-cap ETF | 0% | NEW | 新建倉 |
| 47 | GS | Goldman Sachs Group Inc | 0% | -1.80% | 減碼 |
| 48 | GE | General Electric | 0% | — | 不變 |
| 49 | CMI | Cummins Inc | 0% | -4.37% | 減碼 |
| 50 | SLYV | Ss Spdr S&p 600 Sc Val ETF | 0% | +0.03% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Triangle Securities Wealth Management 在 Q2 2026 季度的美股持倉總市值約為 US$5.2億，共申報了 213 個公開持股部位。
在 Q2 2026 季度，Triangle Securities Wealth Management 按市值排列的前三大核心持股分別為：JAVA (4.0%)、SCHM (3.9%)、VGT (3.7%)。其中最大持股部位 JAVA 佔據整體投資組合約 4.0% 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
ENB
市值: US$261.7萬
本季最大獲利了結 / 清倉標的
XLRE
前期市值: US$220.2萬
在 Q2 2026 季度中，Triangle Securities Wealth Management 共進行了 180 項持倉異動，包含新建倉 17 個部位、加碼 57 個部位、減碼 96 個部位以及清倉 10 個部位。 其中最大新建倉標的為 ENB。 本季清倉部位包含 XLRE。
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。