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: 0000924166
申報總市值
US$17.6億
US$17.6億
345 檔
15.0%
在 Q2 2026 的 13F 官方備案中，Valley Wealth Managers, Inc. 管理的美股投資組合規模來到 US$17.6億，整體持股檔數為 345 檔。
Q2 2026 數據顯示 Valley Wealth Managers, Inc. 積極進場，新開立 15 個部位並同步加碼 103 檔個股，反映機構在該季度的資金注入與籌碼積累。
在資產配置集中度方面，Valley Wealth Managers, Inc. 的前 5 大核心持股（包含 VONG, STX, AAPL 等）合計佔整體申報市值的 15.0%，反映機構在主要關鍵部位上的權重分佈。
本季最大新建倉標的
INGM
市值: US$2414.4萬
本季最大獲利了結 / 清倉標的
HON
前期市值: US$2643.8萬
僅顯示前 200 大持股（共 345 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 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 3.75% | -0.75% | -4.56% | |
| 2 | STX | Seagate Technology Holdings plc | 股票-科技 | 3.21% | -0.27% | -16.04% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.08% | +0.37% | +0.63% | |
| 4 | DELL | Dell Technologies -c | 股票-科技 | 2.61% | +0.50% | -38.52% | |
| 5 | GLW | Corning Inc | 股票-科技 | 2.58% | -1.02% | -42.90% | |
| 6 | CSCO | Cisco Systems Inc | 股票-科技 | 2.54% | -0.29% | -2.55% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 2.43% | -0.19% | -3.30% | |
| 8 | AIQ | Global X Art Intel & Tech | ETF-科技型 | 2.34% | — | -17.43% | |
| 9 | VTV | Vanguard Value ETF | ETF-其他 | 2.25% | +0.58% | +0.20% | |
| 10 | ESI | Element Solutions Inc | 股票-原物料 | 2.10% | -0.52% | -1.67% | |
| 11 | MS | Morgan Stanley | 股票-金融 | 2.01% | -0.22% | +0.15% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.00% | -0.09% | -1.00% | |
| 13 | DAL | Delta Air Lines Inc | 股票-工業 | 1.99% | -0.29% | -0.40% | |
| 14 | CFG | Citizens Financial Group | 股票-金融 | 1.82% | -0.21% | -4.97% | |
| 15 | TPR | Tapestry Inc | 股票-循環性消費 | 1.62% | -0.35% | +1.20% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 1.62% | +0.59% | -0.15% | |
| 17 | HUBB | Hubbell Inc | 股票-工業 | 1.62% | -0.22% | -0.54% | |
| 18 | MET | Metlife Inc | 股票-金融 | 1.57% | +0.15% | +2.34% | |
| 19 | HAS | Hasbro Inc | 股票-循環性消費 | 1.56% | +0.09% | +2.16% | |
| 20 | ROST | Ross Stores Inc | 股票-循環性消費 | 1.53% | +0.12% | -1.29% | |
| 21 | AIZ | Assurant Inc | 股票-金融 | 1.53% | -0.06% | +1.49% | |
| 22 | AMGN | Amgen Inc | 股票-醫療保健 | 1.47% | +0.22% | +2.03% | |
| 23 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 1.47% | +0.07% | +2.37% | |
| 24 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.47% | +0.12% | +1.12% | |
| 25 | NXST | Nexstar Media Group Inc | 股票-通訊服務 | 1.44% | -0.13% | +5.57% | |
| 26 | PFE | Pfizer Inc | 股票-醫療保健 | 1.41% | +0.27% | +6.89% | |
| 27 | INGM | Ingram Micro Holding CORP | 股票-其他 | 1.40% | -0.04% | — | |
| 28 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.35% | +0.35% | +7.22% | |
| 29 | KDP | Keurig Dr Pepper Inc | 股票-非循環性消費 | 1.33% | -0.09% | +3.52% | |
| 30 | COR | Cencora Inc | 股票-醫療保健 | 1.32% | +0.08% | +5.13% | |
| 31 | PGR | Progressive CORP | 股票-金融 | 1.32% | -0.06% | +4.01% | |
| 32 | DRI | Darden Restaurants Inc | 股票-循環性消費 | 1.25% | -0.07% | +2.30% | |
| 33 | ORCL | Oracle CORP | 股票-科技 | 1.19% | -0.04% | +4.91% | |
| 34 | CVX | Chevron CORP | 股票-能源 | 1.17% | +0.25% | +0.73% | |
| 35 | NFG | National Fuel Gas Co | 股票-能源 | 1.16% | +0.01% | +6.49% | |
| 36 | CRM | Salesforce Inc | 股票-科技 | 1.16% | +0.50% | +71.43% | |
| 37 | CACI | Caci International Inc -cl A | 股票-科技 | 1.15% | +0.37% | +1.90% | |
| 38 | KR | Kroger Co | 股票-非循環性消費 | 1.14% | +0.15% | +3.33% | |
| 39 | TMUS | T-mobile US Inc | 股票-通訊服務 | 1.06% | +0.02% | +4.96% | |
| 40 | STWD | Starwood Property Trust Inc | 股票-房地產 | 1.04% | -1.03% | -5.09% | |
| 41 | SSNC | Ss&c Technologies Holdings | 股票-科技 | 0.91% | +0.23% | +7.05% | |
| 42 | IPAC | Ishares Core Msci Pacific Et | ETF-其他 | 0.86% | -0.18% | -1.16% | |
| 43 | SHLD | Global X Defense Tech ETF | ETF-科技型 | 0.84% | +0.05% | +25.63% | |
| 44 | SOXX | Ishares Semiconductor ETF | ETF-其他 | 0.82% | +0.03% | +92.49% | |
| 45 | ✓ | 股票-其他 | 0.77% | +0.25% | — | ||
| 46 | ✓ | 股票-其他 | 0.76% | -0.74% | — | ||
| 47 | PPA | Invesco Aerospace & Defense | ETF-其他 | 0.75% | -0.13% | +4.42% | |
| 48 | AIRR | First Trust Rba American Ind | ETF-其他 | 0.65% | -0.45% | -10.50% | |
| 49 | ACN | Accenture plc | 股票-科技 | 0.63% | +0.33% | +15.07% | |
| 50 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-其他 | 0.62% | -0.61% | -2.98% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | STX | Seagate Technology Holdings plc | +1.5% | -16.04% | 減碼 |
| 2 | INGM | Ingram Micro Holding CORP | +1.4% | NEW | 新建倉 |
| 3 | DELL | Dell Technologies -c | +0.8% | -38.52% | 減碼 |
| 4 | ✓ | +0.8% | NEW | 新建倉 | |
| 5 | ✓ | +0.8% | NEW | 新建倉 | |
| 6 | CSCO | Cisco Systems Inc | +0.6% | -2.55% | 減碼 |
| 7 | SOXX | Ishares Semiconductor ETF | +0.6% | +92.49% | 加碼 |
| 8 | PAVE | Global X US Infrastructure | +0.5% | +430.73% | 加碼 |
| 9 | DAL | Delta Air Lines Inc | +0.4% | -0.40% | 減碼 |
| 10 | ESI | Element Solutions Inc | +0.4% | -1.67% | 減碼 |
| 11 | ✓ | +0.3% | NEW | 新建倉 | |
| 12 | CRM | Salesforce Inc | +0.3% | +71.43% | 加碼 |
| 13 | MS | Morgan Stanley | +0.3% | +0.15% | 加碼 |
| 14 | CTSH | Cognizant Tech Solutions-a | +0.2% | NEW | 新建倉 |
| 15 | GOOGL | Alphabet Inc-cl A | +0.2% | -1.00% | 減碼 |
| 16 | KDP | Keurig Dr Pepper Inc | +0.2% | +3.52% | 加碼 |
| 17 | AIZ | Assurant Inc | +0.2% | +1.49% | 加碼 |
| 18 | TXN | Texas Instruments Inc | +0.2% | +6.78% | 加碼 |
| 19 | AVGO | Broadcom Inc | +0.1% | -3.30% | 減碼 |
| 20 | MET | Metlife Inc | +0.1% | +2.34% | 加碼 |
| 21 | UNH | Unitedhealth Group Inc | +0.1% | +0.09% | 加碼 |
| 22 | THNQ | Robo Global Artificial Intel | +0.1% | NEW | 新建倉 |
| 23 | AIQ | Global X Art Intel & Tech | +0.1% | -17.43% | 減碼 |
| 24 | AAPL | Apple Inc | +0.1% | +0.63% | 加碼 |
| 25 | QCOM | Qualcomm Inc | +0.1% | +0.31% | 加碼 |
| 26 | MRVL | Marvell Technology Inc | +0.1% | NEW | 新建倉 |
| 27 | STT | State Street CORP | +0.1% | -0.45% | 減碼 |
| 28 | APH | Amphenol Corp-cl A | +0.1% | +12.44% | 加碼 |
| 29 | R | Ryder System Inc | +0.1% | -0.74% | 減碼 |
| 30 | HACK | Amplify Cybersecurity ETF | +0.1% | -2.89% | 減碼 |
| 31 | PANW | Palo Alto Networks Inc | +0.1% | +21.43% | 加碼 |
| 32 | PGR | Progressive CORP | 0% | +4.01% | 加碼 |
| 33 | TROW | T Rowe Price Group Inc | 0% | +2.11% | 加碼 |
| 34 | ANET | Arista Networks Inc | 0% | +1.61% | 加碼 |
| 35 | AMAT | Applied Materials Inc | 0% | -24.10% | 減碼 |
| 36 | VRTX | Vertex Pharmaceuticals Inc | 0% | +2.37% | 加碼 |
| 37 | ABBV | Abbvie Inc | 0% | +3.66% | 加碼 |
| 38 | VRT | Vertiv Holdings Co-a | 0% | +3.33% | 加碼 |
| 39 | KLAC | Kla CORP | 0% | +660.50% | 加碼 |
| 40 | INTC | Intel CORP | 0% | — | 不變 |
| 41 | FTNT | Fortinet Inc | 0% | +2.14% | 加碼 |
| 42 | PNC | Pnc Financial Services Group | 0% | +0.28% | 加碼 |
| 43 | IBM | Intl Business Machines CORP | 0% | +3.40% | 加碼 |
| 44 | USB | US Bancorp | 0% | +1.97% | 加碼 |
| 45 | IVW | Ishares S&p 500 Growth ETF | 0% | -3.99% | 減碼 |
| 46 | KMB | Kimberly-clark CORP | 0% | +2.61% | 加碼 |
| 47 | LLY | Eli Lilly & Co | 0% | -7.34% | 減碼 |
| 48 | HOOD | Robinhood Markets Inc - A | 0% | +5.24% | 加碼 |
| 49 | VGT | Vanguard Info Tech ETF | 0% | +697.33% | 加碼 |
| 50 | TRV | Travelers Cos Inc/the | 0% | +2.14% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Valley Wealth Managers, Inc. 在 Q2 2026 季度的美股持倉總市值約為 US$17.6億，共申報了 345 個公開持股部位。
在 Q2 2026 季度，Valley Wealth Managers, Inc. 按市值排列的前三大核心持股分別為：VONG (3.8%)、STX (3.2%)、AAPL (3.1%)。其中最大持股部位 VONG 佔據整體投資組合約 3.8% 的權重。
在 Q2 2026 季度中，Valley Wealth Managers, Inc. 共進行了 193 項持倉異動，包含新建倉 15 個部位、加碼 103 個部位、減碼 69 個部位以及清倉 6 個部位。 其中最大新建倉標的為 INGM。 本季清倉部位包含 HON。
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。
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。
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。