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: 0002009388
申報總市值
US$4.2億
US$4.2億
99 檔
27.8%
根據最新整理的 13F 季度數據集，VCI Wealth Management LLC 於 Q2 2026 結束時的管理資產規模為 US$4.2億。該機構在本季度申報了 99 檔美股持倉，呈現出該時期的主要投資地圖。
VCI Wealth Management LLC 在 Q2 2026 進行了結構性的板塊輪動與部位換股。在開立 17 個全新部位及加碼 65 檔持股的同時，亦同步清倉 41 檔並減碼 17 檔標的。
檢視投資組合結構，前 5 大主力部位（包含 VEA, IAU, NVDA）占據了總市值的 27.8%，展現出該機構在 Q2 2026 的重點資金聚焦與風險分佈特徵。
本季最大新建倉標的
LRCX
市值: US$653.7萬
本季最大獲利了結 / 清倉標的
XOM
前期市值: US$386.5萬
| # | 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 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 8.62% | -0.11% | +6.99% | |
| 2 | IAU | Ishares Gold Trust | ETF-避險與商品 | 6.58% | +0.43% | +9.24% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 5.36% | -0.28% | +12.57% | |
| 4 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 4.34% | -0.51% | -0.99% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 4.29% | +0.30% | +3.04% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.57% | -0.11% | -1.00% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 3.40% | +0.87% | +4.90% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 3.00% | -0.02% | +6.24% | |
| 9 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 2.64% | -0.34% | -0.59% | |
| 10 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 2.59% | -0.40% | -0.56% | |
| 11 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 2.58% | -0.39% | -0.65% | |
| 12 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.51% | -0.11% | +10.90% | |
| 13 | BIV | Vanguard Intermediate-term B | ETF-其他 | 2.40% | -0.36% | -0.23% | |
| 14 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密貨幣 | 2.07% | +0.82% | +5.24% | |
| 15 | AVGO | Broadcom Inc | 股票-科技 | 2.00% | -0.08% | +7.20% | |
| 16 | COMT | Ishares Gsci Commodity Dynam | ETF-避險與商品 | 1.70% | +0.16% | -1.61% | |
| 17 | LRCX | Lam Research CORP | 股票-科技 | 1.64% | -0.39% | — | |
| 18 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.63% | +0.20% | +33.10% | |
| 19 | AME | Ametek Inc | 股票-工業 | 1.51% | -1.51% | EXIT | |
| 20 | APH | Amphenol Corp-cl A | 股票-科技 | 1.42% | -1.42% | EXIT | |
| 21 | TSLA | Tesla Inc | 股票-循環性消費 | 1.25% | -0.17% | +8.02% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.22% | -0.10% | +3.15% | |
| 23 | MS | Morgan Stanley | 股票-金融 | 1.17% | -1.17% | EXIT | |
| 24 | INTC | Intel CORP | 股票-科技 | 1.16% | -0.12% | +5.14% | |
| 25 | V | Visa Inc-class A Shares | 股票-金融 | 1.10% | +0.01% | +3.07% | |
| 26 | RTX | Rtx CORP | 股票-工業 | 1.02% | -0.07% | +39.24% | |
| 27 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.95% | — | +2.84% | |
| 28 | WMT | Walmart Inc | 股票-非循環性消費 | 0.90% | -0.09% | +23.98% | |
| 29 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.87% | -0.12% | +0.13% | |
| 30 | CSCO | Cisco Systems Inc | 股票-科技 | 0.87% | +0.03% | +11.40% | |
| 31 | TXN | Texas Instruments Inc | 股票-科技 | 0.81% | +0.05% | +28.47% | |
| 32 | PRU | Prudential Financial Inc | 股票-金融 | 0.76% | -0.76% | EXIT | |
| 33 | A | Agilent Technologies Inc | 股票-醫療保健 | 0.73% | +0.25% | +70.50% | |
| 34 | DHR | Danaher CORP | 股票-醫療保健 | 0.73% | -0.73% | EXIT | |
| 35 | PFG | Principal Financial Group | 股票-金融 | 0.72% | -0.72% | EXIT | |
| 36 | MMM | 3m Co | 股票-工業 | 0.69% | -0.69% | EXIT | |
| 37 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.67% | -0.12% | +16.67% | |
| 38 | IBM | Intl Business Machines CORP | 股票-科技 | 0.67% | -0.67% | EXIT | |
| 39 | PLD | Prologis Inc | 股票-房地產 | 0.65% | -0.65% | EXIT | |
| 40 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.63% | -0.63% | EXIT | |
| 41 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.63% | -0.63% | EXIT | |
| 42 | DDOG | Datadog Inc - Class A | 股票-科技 | 0.63% | -0.63% | EXIT | |
| 43 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.62% | -0.62% | EXIT | |
| 44 | DGX | Quest Diagnostics Inc | 股票-醫療保健 | 0.62% | -0.62% | EXIT | |
| 45 | C | Citigroup Inc | 股票-金融 | 0.61% | -0.61% | EXIT | |
| 46 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.59% | -0.07% | — | |
| 47 | CVX | Chevron CORP | 股票-能源 | 0.59% | -0.59% | EXIT | |
| 48 | AEE | Ameren Corporation | 股票-公用事業 | 0.58% | -0.58% | EXIT | |
| 49 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.58% | +0.20% | — | |
| 50 | BA | Boeing Co/the | 股票-工業 | 0.57% | -0.57% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | LRCX | Lam Research CORP | +1.6% | NEW | 新建倉 |
| 2 | APH | Amphenol Corp-cl A | +1.4% | NEW | 新建倉 |
| 3 | AME | Ametek Inc | +0.9% | +126.21% | 加碼 |
| 4 | INTC | Intel CORP | +0.8% | +5.14% | 加碼 |
| 5 | NVDA | Nvidia CORP | +0.8% | +12.57% | 加碼 |
| 6 | DHR | Danaher CORP | +0.7% | NEW | 新建倉 |
| 7 | IBM | Intl Business Machines CORP | +0.7% | NEW | 新建倉 |
| 8 | DDOG | Datadog Inc - Class A | +0.6% | NEW | 新建倉 |
| 9 | VEA | Vanguard Ftse Developed ETF | +0.6% | +6.99% | 加碼 |
| 10 | MS | Morgan Stanley | +0.6% | +80.48% | 加碼 |
| 11 | C | Citigroup Inc | +0.6% | NEW | 新建倉 |
| 12 | SCHW | Schwab (charles) CORP | +0.6% | NEW | 新建倉 |
| 13 | ABBV | Abbvie Inc | +0.6% | NEW | 新建倉 |
| 14 | BA | Boeing Co/the | +0.6% | NEW | 新建倉 |
| 15 | QCOM | Qualcomm Inc | +0.5% | NEW | 新建倉 |
| 16 | LYV | Live Nation Entertainment In | +0.5% | NEW | 新建倉 |
| 17 | PRU | Prudential Financial Inc | +0.4% | +106.01% | 加碼 |
| 18 | PFG | Principal Financial Group | +0.4% | +103.08% | 加碼 |
| 19 | TXN | Texas Instruments Inc | +0.4% | +28.47% | 加碼 |
| 20 | GOOG | Alphabet Inc-cl C | +0.3% | -1.00% | 減碼 |
| 21 | AMZN | Amazon.com Inc | +0.3% | +10.90% | 加碼 |
| 22 | A | Agilent Technologies Inc | +0.3% | +70.50% | 加碼 |
| 23 | AVGO | Broadcom Inc | +0.3% | +7.20% | 加碼 |
| 24 | MMM | 3m Co | +0.3% | +82.23% | 加碼 |
| 25 | CSCO | Cisco Systems Inc | +0.3% | +11.40% | 加碼 |
| 26 | AAPL | Apple Inc | +0.3% | +3.04% | 加碼 |
| 27 | ANET | Arista Networks Inc | +0.3% | +48.63% | 加碼 |
| 28 | META | Meta Platforms Inc-class A | +0.3% | +33.10% | 加碼 |
| 29 | FIS | Fidelity National Info Serv | +0.2% | +341.21% | 加碼 |
| 30 | RTX | Rtx CORP | +0.2% | +39.24% | 加碼 |
| 31 | PLD | Prologis Inc | +0.2% | +56.91% | 加碼 |
| 32 | VWO | Vanguard Ftse Emerging Marke | +0.2% | +6.24% | 加碼 |
| 33 | DGX | Quest Diagnostics Inc | +0.2% | +34.33% | 加碼 |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | NEW | 新建倉 |
| 35 | TSLA | Tesla Inc | +0.1% | +8.02% | 加碼 |
| 36 | AEE | Ameren Corporation | +0.1% | +37.30% | 加碼 |
| 37 | XLK | Ss Technology Select Sector | +0.1% | -0.64% | 減碼 |
| 38 | AMT | American Tower CORP | +0.1% | +50.91% | 加碼 |
| 39 | ICE | Intercontinental Exchange In | +0.1% | +78.42% | 加碼 |
| 40 | ABT | Abbott Laboratories | +0.1% | +45.27% | 加碼 |
| 41 | INCY | Incyte CORP | +0.1% | +24.18% | 加碼 |
| 42 | AMAT | Applied Materials Inc | +0.1% | NEW | 新建倉 |
| 43 | VOO | Vanguard S&p 500 ETF | +0.1% | NEW | 新建倉 |
| 44 | XEL | Xcel Energy Inc | +0.1% | +34.10% | 加碼 |
| 45 | KO | Coca-cola Co/the | +0.1% | +16.67% | 加碼 |
| 46 | BAC | Bank Of America CORP | +0.1% | +9.31% | 加碼 |
| 47 | WM | Waste Management Inc | +0.1% | +30.49% | 加碼 |
| 48 | PANW | Palo Alto Networks Inc | +0.1% | NEW | 新建倉 |
| 49 | V | Visa Inc-class A Shares | +0.1% | +3.07% | 加碼 |
| 50 | IVV | Ishares Core S&p 500 ETF | +0.1% | +15.73% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，VCI Wealth Management LLC 在 Q2 2026 季度的美股持倉總市值約為 US$4.2億，共申報了 99 個公開持股部位。
在 Q2 2026 季度，VCI Wealth Management LLC 按市值排列的前三大核心持股分別為：VEA (8.6%)、IAU (6.6%)、NVDA (5.4%)。其中最大持股部位 VEA 佔據整體投資組合約 8.6% 的權重。
在 Q2 2026 季度中，VCI Wealth Management LLC 共進行了 140 項持倉異動，包含新建倉 17 個部位、加碼 65 個部位、減碼 17 個部位以及清倉 41 個部位。 其中最大新建倉標的為 LRCX。 本季清倉部位包含 XOM。
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。