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: 0001907254
申報總市值
US$3.7億
US$3.7億
237 檔
21.3%
根據最新整理的 13F 季度數據集，Wealth Effects LLC 於 Q1 2026 結束時的管理資產規模為 US$3.7億。該機構在本季度申報了 237 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q1 2026，Wealth Effects LLC 操作展現出積極擴展與加碼意向。本季共新建倉 34 個新部位，並對 72 個既有持股進行加碼（合計增持 106 檔），相較減碼與清倉部位顯著佔優。
整體而言，Wealth Effects LLC 的前 5 大持股（包含 NVDA, AAPL, AMZN）貢獻了組合市值的 21.3%，形成該機構在 Q1 2026 季度的基本面基石。
僅顯示前 200 大持股（共 237 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 | NVDA | Nvidia CORP | 股票-科技 | 9.71% | -1.22% | -0.91% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 7.24% | -1.05% | -1.61% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.69% | -0.58% | +2.68% | |
| 4 | ARWR | Arrowhead Pharmaceuticals In | 股票-醫療保健 | 3.18% | +0.06% | — | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.14% | -0.28% | +0.55% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.10% | -0.43% | +0.43% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.97% | -0.17% | +0.29% | |
| 8 | MU | Micron Technology Inc | 股票-科技 | 2.49% | +3.56% | +7.45% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.26% | -0.58% | +1.47% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 2.22% | -0.49% | +2.40% | |
| 11 | AVGO | Broadcom Inc | 股票-科技 | 1.59% | -0.25% | +2.12% | |
| 12 | DOCN | Digitalocean Holdings Inc | 股票-科技 | 1.36% | +0.50% | -1.22% | |
| 13 | BX | Blackstone Inc | 股票-金融 | 1.22% | -0.16% | +24.18% | |
| 14 | UTG | Reaves Utility Income Fund | 股票-其他 | 1.15% | -0.25% | +7.46% | |
| 15 | CVX | Chevron CORP | 股票-能源 | 1.10% | -0.44% | -2.23% | |
| 16 | IBM | Intl Business Machines CORP | 股票-科技 | 1.09% | +0.04% | +7.08% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.01% | +0.12% | +2.29% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.90% | -0.16% | +0.09% | |
| 19 | TSLA | Tesla Inc | 股票-循環性消費 | 0.88% | -0.14% | -9.38% | |
| 20 | KVUE | Kenvue Inc | 股票-非循環性消費 | 0.87% | +0.04% | +30.74% | |
| 21 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.86% | -0.08% | +0.71% | |
| 22 | CAT | Caterpillar Inc | 股票-工業 | 0.85% | +0.12% | +12.03% | |
| 23 | BA | Boeing Co/the | 股票-工業 | 0.84% | -0.14% | +5.45% | |
| 24 | VUG | Vanguard Growth ETF | ETF-其他 | 0.84% | -0.05% | — | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.84% | -0.13% | +0.13% | |
| 26 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.77% | -0.04% | -0.23% | |
| 27 | PFE | Pfizer Inc | 股票-醫療保健 | 0.76% | -0.25% | +5.49% | |
| 28 | URI | United Rentals Inc | 股票-工業 | 0.75% | +0.15% | +6.23% | |
| 29 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.73% | -0.10% | -2.03% | |
| 30 | MELI | Mercadolibre Inc | 股票-循環性消費 | 0.72% | -0.04% | +367.59% | |
| 31 | XOM | Exxon Mobil CORP | 股票-能源 | 0.68% | -0.27% | -7.43% | |
| 32 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.67% | -0.15% | +4.87% | |
| 33 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.66% | +1.76% | -4.97% | |
| 34 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 0.62% | -0.12% | -6.21% | |
| 35 | RBRK | Rubrik Inc-a | 股票-科技 | 0.61% | +0.35% | — | |
| 36 | VRT | Vertiv Holdings Co-a | 股票-工業 | 0.61% | -0.02% | — | |
| 37 | DVN | Devon Energy CORP | 股票-能源 | 0.58% | -0.22% | +1.56% | |
| 38 | ALAB | Astera Labs Inc | 股票-科技 | 0.57% | +1.32% | — | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.57% | -0.02% | +0.39% | |
| 40 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.56% | -0.09% | -0.53% | |
| 41 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.56% | -0.20% | -11.36% | |
| 42 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.55% | — | +1.33% | |
| 43 | GEV | GE Vernova Inc | 股票-工業 | 0.53% | +0.03% | +4.23% | |
| 44 | LNG | Cheniere Energy Inc | 股票-能源 | 0.52% | -0.19% | +0.68% | |
| 45 | WMT | Walmart Inc | 股票-非循環性消費 | 0.52% | -0.14% | -2.08% | |
| 46 | FYEE | Fidelity Yld Enhan Eqty ETF | ETF-其他 | 0.49% | -0.07% | +35.26% | |
| 47 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.48% | +0.07% | -1.37% | |
| 48 | C | Citigroup Inc | 股票-金融 | 0.47% | -0.03% | -1.67% | |
| 49 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.45% | -0.08% | — | |
| 50 | ENVX | Enovix CORP | 股票-其他 | 0.44% | -0.03% | +30.69% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +0.8% | +7.45% | 加碼 |
| 2 | DOCN | Digitalocean Holdings Inc | +0.7% | -1.22% | 減碼 |
| 3 | MELI | Mercadolibre Inc | +0.6% | +367.59% | 加碼 |
| 4 | NVDA | Nvidia CORP | +0.5% | -0.91% | 減碼 |
| 5 | CVX | Chevron CORP | +0.4% | -2.23% | 減碼 |
| 6 | CAT | Caterpillar Inc | +0.3% | +12.03% | 加碼 |
| 7 | AAPL | Apple Inc | +0.3% | -1.61% | 減碼 |
| 8 | KVUE | Kenvue Inc | +0.3% | +30.74% | 加碼 |
| 9 | UTG | Reaves Utility Income Fund | +0.3% | +7.46% | 加碼 |
| 10 | IBRX | Immunitybio Inc | +0.3% | +27.26% | 加碼 |
| 11 | VRT | Vertiv Holdings Co-a | +0.3% | — | 不變 |
| 12 | VTI | Vanguard Total Stock Mkt ETF | +0.3% | +0.55% | 加碼 |
| 13 | AMZN | Amazon.com Inc | +0.2% | +2.68% | 加碼 |
| 14 | XOM | Exxon Mobil CORP | +0.2% | -7.43% | 減碼 |
| 15 | LNG | Cheniere Energy Inc | +0.2% | +0.68% | 加碼 |
| 16 | DVN | Devon Energy CORP | +0.2% | +1.56% | 加碼 |
| 17 | ARWR | Arrowhead Pharmaceuticals In | +0.2% | — | 不變 |
| 18 | GEV | GE Vernova Inc | +0.2% | +4.23% | 加碼 |
| 19 | PFE | Pfizer Inc | +0.2% | +5.49% | 加碼 |
| 20 | GNRC | Generac Holdings Inc | +0.2% | -0.70% | 減碼 |
| 21 | FYEE | Fidelity Yld Enhan Eqty ETF | +0.2% | +35.26% | 加碼 |
| 22 | XLE | Ss Energy Select Sector | +0.1% | +2.29% | 加碼 |
| 23 | JNJ | Johnson & Johnson | +0.1% | -0.53% | 減碼 |
| 24 | JPM | Jpmorgan Chase & Co | +0.1% | +0.43% | 加碼 |
| 25 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.29% | 加碼 |
| 26 | AMAT | Applied Materials Inc | +0.1% | — | 不變 |
| 27 | NEE | Nextera Energy Inc | +0.1% | +2.59% | 加碼 |
| 28 | VZ | Verizon Communications Inc | +0.1% | -11.36% | 減碼 |
| 29 | ITAN | Sparkline Intangible Val ETF | +0.1% | +25.34% | 加碼 |
| 30 | MRK | Merck & Co. Inc. | +0.1% | — | 不變 |
| 31 | WMT | Walmart Inc | +0.1% | -2.08% | 減碼 |
| 32 | JEPI | Jpmorgan Equity Premium Inco | +0.1% | +4.87% | 加碼 |
| 33 | DOW | Dow Inc | +0.1% | +1.08% | 加碼 |
| 34 | WY | Weyerhaeuser Co | +0.1% | +42.86% | 加碼 |
| 35 | INTC | Intel CORP | +0.1% | +4.86% | 加碼 |
| 36 | FBCG | Fidelity Blue Chip Grow ETF | +0.1% | +25.86% | 加碼 |
| 37 | IVV | Ishares Core S&p 500 ETF | +0.1% | +2.29% | 加碼 |
| 38 | RDVY | First Trust Rising Dividend | +0.1% | +0.71% | 加碼 |
| 39 | AMLP | Alerian Mlp ETF | +0.1% | +35.03% | 加碼 |
| 40 | COST | Costco Wholesale CORP | +0.1% | +1.16% | 加碼 |
| 41 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +1.33% | 加碼 |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +0.09% | 加碼 |
| 43 | IJR | Ishares Core S&p Small-cap E | +0.1% | +9.71% | 加碼 |
| 44 | BA | Boeing Co/the | +0.1% | +5.45% | 加碼 |
| 45 | AVGO | Broadcom Inc | +0.1% | +2.12% | 加碼 |
| 46 | BX | Blackstone Inc | +0.1% | +24.18% | 加碼 |
| 47 | ABBV | Abbvie Inc | +0.1% | -0.23% | 減碼 |
| 48 | VOO | Vanguard S&p 500 ETF | +0.1% | +0.13% | 加碼 |
| 49 | MO | Altria Group Inc | +0.1% | +5.74% | 加碼 |
| 50 | URI | United Rentals Inc | +0.1% | +6.23% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Wealth Effects LLC 在 Q1 2026 季度的美股持倉總市值約為 US$3.7億，共申報了 237 個公開持股部位。
在 Q1 2026 季度，Wealth Effects LLC 按市值排列的前三大核心持股分別為：NVDA (9.7%)、AAPL (7.2%)、AMZN (4.7%)。其中最大持股部位 NVDA 佔據整體投資組合約 9.7% 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
RBRK
市值: US$171.7萬
本季最大獲利了結 / 清倉標的
Avadel Pharmaceuticals PLC ADR
前期市值: US$4077.1萬
在 Q1 2026 季度中，Wealth Effects LLC 共進行了 166 項持倉異動，包含新建倉 34 個部位、加碼 72 個部位、減碼 45 個部位以及清倉 15 個部位。 其中最大新建倉標的為 RBRK。 本季清倉部位包含 Avadel Pharmaceuticals PLC ADR。
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。