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: 0002019337
申報總市值
US$1.9億
US$1.9億
667 檔
22.2%
Wall Street Financial Group, Inc. 在 Q1 2026 季度的美股部位總計估值為 US$1.9億，分散於 667 個持倉標的之中，反映其市場參與廣度與投資規模。
Wall Street Financial Group, Inc. 於 Q1 2026 展現出進攻型調倉步調，本季推動了 143 檔股票的新建倉與 27 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
在資產配置集中度方面，Wall Street Financial Group, Inc. 的前 5 大核心持股（包含 VGT, QQQM, NVDA 等）合計佔整體申報市值的 22.2%，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 667 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 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 6.79% | +2.91% | -11.17% | |
| 2 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 5.68% | +0.75% | -22.96% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.37% | +0.77% | -8.71% | |
| 4 | EVTR | Eaton Vance Total Return | ETF-其他 | 4.18% | -0.74% | +17.94% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.55% | +0.02% | -4.56% | |
| 6 | SOXX | Ishares Semiconductor ETF | ETF-其他 | 3.26% | +1.59% | -6.27% | |
| 7 | VFH | Vanguard Financials ETF | ETF-其他 | 3.12% | +0.04% | +1.74% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 3.09% | +0.57% | -4.01% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.02% | -1.88% | +18.33% | |
| 10 | BCI | Abrdn Bloomberg All Commodit | ETF-其他 | 2.31% | -2.32% | EXIT | |
| 11 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 2.28% | +0.01% | -0.12% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 2.13% | +0.11% | -12.70% | |
| 13 | VCR | Vanguard Consumer Discre ETF | ETF-其他 | 2.09% | +0.07% | +4.65% | |
| 14 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.67% | +0.32% | — | |
| 15 | XLI | Ss Industrial Select Sector | ETF-其他 | 1.62% | +0.58% | -13.44% | |
| 16 | AVGO | Broadcom Inc | 股票-科技 | 1.37% | +0.38% | -19.75% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.32% | +0.44% | — | |
| 18 | VHT | Vanguard Health Care ETF | ETF-其他 | 1.23% | -0.05% | -7.00% | |
| 19 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.22% | +0.64% | -11.51% | |
| 20 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.19% | +0.23% | -2.33% | |
| 21 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.13% | -0.29% | -7.12% | |
| 22 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.13% | +0.30% | — | |
| 23 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.06% | +0.03% | -4.43% | |
| 24 | TSLA | Tesla Inc | 股票-循環性消費 | 1.00% | +0.15% | -12.00% | |
| 25 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.93% | -0.93% | EXIT | |
| 26 | IYK | Ishares US Consumer Staples | ETF-其他 | 0.92% | -0.02% | +6.27% | |
| 27 | VPU | Vanguard Utilities ETF | ETF-其他 | 0.85% | -0.08% | -10.02% | |
| 28 | WMT | Walmart Inc | 股票-非循環性消費 | 0.70% | -0.07% | +33.69% | |
| 29 | XLE | Ss Energy Select Sector | ETF-其他 | 0.67% | -0.19% | +3.11% | |
| 30 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.66% | -0.08% | +50.99% | |
| 31 | AMD | Advanced Micro Devices | 股票-科技 | 0.61% | +0.94% | — | |
| 32 | MU | Micron Technology Inc | 股票-科技 | 0.60% | +1.28% | -16.27% | |
| 33 | XMMO | Invesco S&p Midcap Momentum | ETF-其他 | 0.57% | +0.91% | +6.35% | |
| 34 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.55% | +0.21% | +44.65% | |
| 35 | HBT | Hbt Financial Inc/de | 股票-其他 | 0.53% | +0.34% | — | |
| 36 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.53% | +0.06% | +12.88% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.52% | +0.18% | +6.85% | |
| 38 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.52% | -0.03% | -12.64% | |
| 39 | XOM | Exxon Mobil CORP | 股票-能源 | 0.51% | -0.04% | +5.24% | |
| 40 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 0.47% | +0.24% | +53.64% | |
| 41 | AMAT | Applied Materials Inc | 股票-科技 | 0.46% | +0.41% | -1.85% | |
| 42 | FIX | Comfort Systems USA Inc | 股票-工業 | 0.45% | +0.08% | +4.14% | |
| 43 | LRCX | Lam Research CORP | 股票-科技 | 0.44% | +0.35% | -10.99% | |
| 44 | CAT | Caterpillar Inc | 股票-工業 | 0.44% | +0.22% | +6.04% | |
| 45 | NFLX | Netflix Inc | 股票-通訊服務 | 0.42% | -0.09% | -21.70% | |
| 46 | CVX | Chevron CORP | 股票-能源 | 0.39% | -0.13% | +29.36% | |
| 47 | CSCO | Cisco Systems Inc | 股票-科技 | 0.37% | +0.11% | +2.26% | |
| 48 | GE | General Electric | 股票-工業 | 0.36% | -0.05% | +100.47% | |
| 49 | TXN | Texas Instruments Inc | 股票-科技 | 0.36% | +0.04% | +1.81% | |
| 50 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.35% | +0.06% | +7.09% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ADI | Analog Devices Inc | +0.1% | +112.84% | 加碼 |
| 2 | JPST | Jpmorgan Ultra-short Income | +0.1% | +50.99% | 加碼 |
| 3 | WMT | Walmart Inc | +0.1% | +33.69% | 加碼 |
| 4 | CVX | Chevron CORP | +0.1% | +29.36% | 加碼 |
| 5 | GE | General Electric | +0.1% | +100.47% | 加碼 |
| 6 | RTX | Rtx CORP | +0.1% | +82.83% | 加碼 |
| 7 | XLE | Ss Energy Select Sector | +0.1% | +3.11% | 加碼 |
| 8 | XOM | Exxon Mobil CORP | +0.1% | +5.24% | 加碼 |
| 9 | FIX | Comfort Systems USA Inc | +0.1% | +4.14% | 加碼 |
| 10 | MRK | Merck & Co. Inc. | +0.1% | +54.19% | 加碼 |
| 11 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +53.64% | 加碼 |
| 12 | KO | Coca-cola Co/the | +0.1% | +37.54% | 加碼 |
| 13 | XLV | Ss Health Care Select Sector | +0.1% | +44.65% | 加碼 |
| 14 | HD | Home Depot Inc | 0% | +51.50% | 加碼 |
| 15 | NEE | Nextera Energy Inc | 0% | +27.22% | 加碼 |
| 16 | CAT | Caterpillar Inc | 0% | +6.04% | 加碼 |
| 17 | AMAT | Applied Materials Inc | 0% | -1.85% | 減碼 |
| 18 | JNJ | Johnson & Johnson | 0% | +7.09% | 加碼 |
| 19 | PG | Procter & Gamble Co/the | — | +25.10% | 加碼 |
| 20 | PEP | Pepsico Inc | 0% | +12.41% | 加碼 |
| 21 | XLB | Ss Materials Select Sector | 0% | +7.30% | 加碼 |
| 22 | TXN | Texas Instruments Inc | 0% | +1.81% | 加碼 |
| 23 | LRCX | Lam Research CORP | -0.1% | -10.99% | 減碼 |
| 24 | XMMO | Invesco S&p Midcap Momentum | -0.1% | +6.35% | 加碼 |
| 25 | CRM | Salesforce Inc | -0.1% | -7.20% | 減碼 |
| 26 | IYK | Ishares US Consumer Staples | -0.1% | +6.27% | 加碼 |
| 27 | COF | Capital One Financial CORP | -0.1% | -3.95% | 減碼 |
| 28 | CRWD | Crowdstrike Holdings Inc - A | -0.1% | -9.61% | 減碼 |
| 29 | TMUS | T-mobile US Inc | -0.1% | -30.06% | 減碼 |
| 30 | PGR | Progressive CORP | -0.1% | -10.36% | 減碼 |
| 31 | ORCL | Oracle CORP | -0.1% | -10.64% | 減碼 |
| 32 | APP | Applovin Corp-class A | -0.1% | -13.29% | 減碼 |
| 33 | AGG | Ishares Core U.s. Aggregate | -0.1% | +18.33% | 加碼 |
| 34 | ISRG | Intuitive Surgical Inc | -0.1% | -23.13% | 減碼 |
| 35 | INTU | Intuit Inc | -0.2% | -28.74% | 減碼 |
| 36 | QLD | Proshares Ultra Qqq | -0.2% | -45.60% | 減碼 |
| 37 | NFLX | Netflix Inc | -0.2% | -21.70% | 減碼 |
| 38 | EVTR | Eaton Vance Total Return | -0.2% | +17.94% | 加碼 |
| 39 | QCOM | Qualcomm Inc | -0.3% | -22.34% | 減碼 |
| 40 | VHT | Vanguard Health Care ETF | -0.5% | -7.00% | 減碼 |
| 41 | META | Meta Platforms Inc-class A | -0.5% | -4.43% | 減碼 |
| 42 | LLY | Eli Lilly & Co | -0.6% | -2.33% | 減碼 |
| 43 | XLI | Ss Industrial Select Sector | -0.6% | -13.44% | 減碼 |
| 44 | VCR | Vanguard Consumer Discre ETF | -0.6% | +4.65% | 加碼 |
| 45 | XLK | Ss Technology Select Sector | -0.6% | -11.51% | 減碼 |
| 46 | SOXX | Ishares Semiconductor ETF | -0.7% | -6.27% | 減碼 |
| 47 | TSLA | Tesla Inc | -0.7% | -12.00% | 減碼 |
| 48 | PLTR | Palantir Technologies Inc-a | -0.7% | -7.12% | 減碼 |
| 49 | XLC | Ss Comm Select Sector Spdr | -0.7% | -0.12% | 減碼 |
| 50 | AVGO | Broadcom Inc | -1% | -19.75% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Wall Street Financial Group, Inc. 在 Q1 2026 季度的美股持倉總市值約為 US$1.9億，共申報了 667 個公開持股部位。
在 Q1 2026 季度，Wall Street Financial Group, Inc. 按市值排列的前三大核心持股分別為：VGT (6.8%)、QQQM (5.7%)、NVDA (4.4%)。其中最大持股部位 VGT 佔據整體投資組合約 6.8% 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
BCI
市值: US$390.9萬
本季最大獲利了結 / 清倉標的
VGT
前期市值: US$1395.4萬
在 Q1 2026 季度中，Wall Street Financial Group, Inc. 共進行了 200 項持倉異動，包含新建倉 143 個部位、加碼 27 個部位、減碼 30 個部位以及清倉 0 個部位。 其中最大新建倉標的為 BCI。
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。