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: 0002005380
申報總市值
US$2.8億
US$2.8億
261 檔
14.2%
Q2 2026 季度申報顯示，Trueblood Wealth Management, LLC 揭露的美股組合總市值為 US$2.8億，涵蓋 261 個不同之權益投資部位。
在 Q2 2026，Trueblood Wealth Management, LLC 操作展現出積極擴展與加碼意向。本季共新建倉 16 個新部位，並對 113 個既有持股進行加碼（合計增持 129 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 JPM, AAPL, CAT）占據了總市值的 14.2%，展現出該機構在 Q2 2026 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 261 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 | JPM | Jpmorgan Chase & Co | 股票-金融 | 4.67% | +0.08% | -0.59% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.49% | +0.53% | +0.93% | |
| 3 | CAT | Caterpillar Inc | 股票-工業 | 2.07% | -0.50% | -0.64% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 1.94% | +0.64% | +2.61% | |
| 5 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.88% | +0.07% | +5.11% | |
| 6 | RDVI | Ft Vest Rising Dividend Achi | ETF-其他 | 1.79% | -0.09% | +4.12% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 1.77% | +0.21% | +8.35% | |
| 8 | CGGO | Cap Group Global Growth | ETF-其他 | 1.47% | -0.03% | +4.32% | |
| 9 | SDVY | First Trust Smid Cap Rising | ETF-其他 | 1.47% | -0.09% | +2.05% | |
| 10 | FTA | First Trust L C Val Alp | ETF-其他 | 1.40% | -0.02% | +1.26% | |
| 11 | FGD | First Trust Dj Gl Sel Dvd | ETF-其他 | 1.19% | +0.16% | +6.47% | |
| 12 | ADI | Analog Devices Inc | 股票-科技 | 1.18% | — | +3.61% | |
| 13 | CINF | Cincinnati Financial CORP | 股票-金融 | 1.14% | -0.15% | +0.02% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.11% | +0.12% | +6.79% | |
| 15 | CGUS | Cap Group Core Equity | ETF-其他 | 1.04% | +0.04% | +3.81% | |
| 16 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.98% | -0.03% | +0.65% | |
| 17 | IFV | First Trust Dw Focus 5 Intl | ETF-其他 | 0.93% | -0.06% | +3.02% | |
| 18 | APH | Amphenol Corp-cl A | 股票-科技 | 0.93% | -0.05% | +1.74% | |
| 19 | WMT | Walmart Inc | 股票-非循環性消費 | 0.88% | -0.18% | +0.89% | |
| 20 | AVGO | Broadcom Inc | 股票-科技 | 0.86% | -0.05% | +14.66% | |
| 21 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.85% | +0.04% | +0.84% | |
| 22 | CGDG | Cap Group Dividend Growers | ETF-其他 | 0.84% | +0.03% | +4.82% | |
| 23 | LIN | Linde plc | 股票-原物料 | 0.84% | -0.09% | +2.74% | |
| 24 | CGGR | Cap Group Growth Equity | ETF-其他 | 0.83% | +0.07% | +5.98% | |
| 25 | RSG | Republic Services Inc | 股票-工業 | 0.83% | -0.01% | +2.26% | |
| 26 | CVX | Chevron CORP | 股票-能源 | 0.83% | +0.21% | +0.54% | |
| 27 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.82% | -0.09% | +1.88% | |
| 28 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.77% | +0.06% | +9.67% | |
| 29 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.77% | +0.10% | +1.45% | |
| 30 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.74% | +0.06% | -2.29% | |
| 31 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 0.73% | -0.05% | +0.25% | |
| 32 | CGXU | Cap Group Intl Focus | ETF-其他 | 0.72% | +0.01% | +0.98% | |
| 33 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.72% | +0.04% | +1.45% | |
| 34 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.71% | +0.04% | +7.04% | |
| 35 | CASY | Casey's General Stores Inc | 股票-循環性消費 | 0.71% | -0.17% | +0.08% | |
| 36 | CGIE | Cap Group Intl Equity | ETF-其他 | 0.70% | +0.03% | +2.59% | |
| 37 | FV | First Trust Dw Focus 5 Fund | ETF-其他 | 0.69% | -0.01% | +2.20% | |
| 38 | CMI | Cummins Inc | 股票-工業 | 0.68% | -0.18% | +1.22% | |
| 39 | CGDV | Cap Group Dividend Value | ETF-其他 | 0.68% | — | -0.51% | |
| 40 | WELL | Welltower Inc | 股票-房地產 | 0.67% | +0.02% | +2.94% | |
| 41 | SNA | Snap-on Inc | 股票-工業 | 0.66% | -0.06% | +0.72% | |
| 42 | V | Visa Inc-class A Shares | 股票-金融 | 0.65% | +0.03% | -0.86% | |
| 43 | ORCL | Oracle CORP | 股票-科技 | 0.64% | +0.04% | +3.74% | |
| 44 | CB | Chubb Limited | 股票-金融 | 0.64% | -0.03% | -0.11% | |
| 45 | GDX | Vaneck Gold Miners ETF | ETF-避險與商品 | 0.64% | +0.10% | +0.14% | |
| 46 | XOM | Exxon Mobil CORP | 股票-能源 | 0.63% | -0.63% | EXIT | |
| 47 | FTCS | First Trust Capital Strength | ETF-其他 | 0.63% | — | +0.25% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.60% | -0.02% | -2.50% | |
| 49 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.60% | -0.01% | -0.52% | |
| 50 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.59% | — | +0.44% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CAT | Caterpillar Inc | +0.5% | -0.64% | 減碼 |
| 2 | MRVL | Marvell Technology Inc | +0.3% | -0.12% | 減碼 |
| 3 | CGGO | Cap Group Global Growth | +0.2% | +4.32% | 加碼 |
| 4 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +0.65% | 加碼 |
| 5 | APH | Amphenol Corp-cl A | +0.2% | +1.74% | 加碼 |
| 6 | TXN | Texas Instruments Inc | +0.2% | NEW | 新建倉 |
| 7 | AMD | Advanced Micro Devices | +0.2% | -38.25% | 減碼 |
| 8 | NVDA | Nvidia CORP | +0.2% | +8.35% | 加碼 |
| 9 | AVGO | Broadcom Inc | +0.2% | +14.66% | 加碼 |
| 10 | CSCO | Cisco Systems Inc | +0.2% | +23.62% | 加碼 |
| 11 | ADI | Analog Devices Inc | +0.2% | +3.61% | 加碼 |
| 12 | KLAC | Kla CORP | +0.2% | +714.39% | 加碼 |
| 13 | PANW | Palo Alto Networks Inc | +0.2% | +0.18% | 加碼 |
| 14 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | -4.53% | 減碼 |
| 15 | MU | Micron Technology Inc | +0.2% | -8.36% | 減碼 |
| 16 | INTC | Intel CORP | +0.2% | -2.55% | 減碼 |
| 17 | RDDT | Reddit Inc-cl A | +0.1% | NEW | 新建倉 |
| 18 | MTUM | Ishares Msci USA Momentum Fa | +0.1% | +6.56% | 加碼 |
| 19 | FERG | Ferguson Enterprises Inc | +0.1% | NEW | 新建倉 |
| 20 | RDVI | Ft Vest Rising Dividend Achi | +0.1% | +4.12% | 加碼 |
| 21 | CMI | Cummins Inc | +0.1% | +1.22% | 加碼 |
| 22 | SMH | Vaneck Semiconductor ETF | +0.1% | — | 不變 |
| 23 | VOO | Vanguard S&p 500 ETF | +0.1% | +6.79% | 加碼 |
| 24 | SOFI | Sofi Technologies Inc | +0.1% | +116.61% | 加碼 |
| 25 | MTSI | Macom Technology Solutions H | +0.1% | — | 不變 |
| 26 | DCI | Donaldson Co Inc | +0.1% | NEW | 新建倉 |
| 27 | QTEC | First Trust Nasdq 100 Tech I | +0.1% | NEW | 新建倉 |
| 28 | AAPL | Apple Inc | +0.1% | +0.93% | 加碼 |
| 29 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.45% | 加碼 |
| 30 | FV | First Trust Dw Focus 5 Fund | +0.1% | +2.20% | 加碼 |
| 31 | QCOM | Qualcomm Inc | +0.1% | -1.01% | 減碼 |
| 32 | TER | Teradyne Inc | +0.1% | NEW | 新建倉 |
| 33 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +5.11% | 加碼 |
| 34 | CGGR | Cap Group Growth Equity | +0.1% | +5.98% | 加碼 |
| 35 | IEMG | Ishares Core Msci Emerging | +0.1% | +7.04% | 加碼 |
| 36 | ZS | Zscaler Inc | +0.1% | NEW | 新建倉 |
| 37 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | +0.1% | NEW | 新建倉 |
| 38 | AMRZ | Amrize Ltd | +0.1% | NEW | 新建倉 |
| 39 | AMAT | Applied Materials Inc | +0.1% | NEW | 新建倉 |
| 40 | AXON | Axon Enterprise Inc | +0.1% | NEW | 新建倉 |
| 41 | SYY | Sysco CORP | +0.1% | NEW | 新建倉 |
| 42 | CGUS | Cap Group Core Equity | +0.1% | +3.81% | 加碼 |
| 43 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +9.77% | 加碼 |
| 44 | FTQI | First Trust Nasdaq Buywrite | +0.1% | +16.95% | 加碼 |
| 45 | MS | Morgan Stanley | +0.1% | +9.38% | 加碼 |
| 46 | JBL | Jabil Inc | +0.1% | -2.33% | 減碼 |
| 47 | CTVA | Corteva Inc | +0.1% | +69.17% | 加碼 |
| 48 | CMG | Chipotle Mexican Grill Inc | +0.1% | NEW | 新建倉 |
| 49 | FBT | First Trust Nyse Arca Biotec | +0.1% | NEW | 新建倉 |
| 50 | GS | Goldman Sachs Group Inc | +0.1% | +1.88% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Trueblood Wealth Management, LLC 在 Q2 2026 季度的美股持倉總市值約為 US$2.8億，共申報了 261 個公開持股部位。
在 Q2 2026 季度，Trueblood Wealth Management, LLC 按市值排列的前三大核心持股分別為：JPM (4.7%)、AAPL (3.5%)、CAT (2.1%)。其中最大持股部位 JPM 佔據整體投資組合約 4.7% 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
TXN
市值: US$57.4萬
本季最大獲利了結 / 清倉標的
TMUS
前期市值: US$56.2萬
在 Q2 2026 季度中，Trueblood Wealth Management, LLC 共進行了 187 項持倉異動，包含新建倉 16 個部位、加碼 113 個部位、減碼 47 個部位以及清倉 11 個部位。 其中最大新建倉標的為 TXN。 本季清倉部位包含 TMUS。
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。