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: 0002112078
申報總市值
US$2.2億
US$2.2億
58 檔
53.0%
在 Q1 2026 的 13F 官方備案中，Wealth Intelligence, LLC 管理的美股投資組合規模來到 US$2.2億，整體持股檔數為 58 檔。
在 Q1 2026 期間，Wealth Intelligence, LLC 展現了靈活的資產再平衡步調，透過出清 8 檔弱勢或達到目標價部位，將資金轉置於 11 檔新建倉標的之中。
在資產配置集中度方面，Wealth Intelligence, LLC 的前 5 大核心持股（包含 LOW, FTCB, PFXF 等）合計佔整體申報市值的 53.0%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 34.28% | -3.38% | +0.00% | |
| 2 | FTCB | Ft Core Investment Grade ETF | ETF-投資等級公司債 | 9.50% | -0.83% | — | |
| 3 | PFXF | Vaneck Pref Sec X-financials | ETF-其他 | 4.59% | -0.06% | -12.71% | |
| 4 | GSY | Invesco Ultra Short Duration | ETF-其他 | 3.33% | +1.06% | +12.68% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 3.22% | +0.31% | -3.99% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 2.68% | +0.48% | +1.65% | |
| 7 | SAWS | Aam Sawgrass US Sm Cp Gr ETF | ETF-其他 | 2.31% | +0.47% | — | |
| 8 | MPC | Marathon Petroleum CORP | 股票-能源 | 2.10% | -0.02% | -0.64% | |
| 9 | ETN | Eaton Corporation plc | 股票-工業 | 2.00% | +0.33% | +34.87% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.98% | +0.17% | -0.95% | |
| 11 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.75% | +0.09% | +0.34% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.65% | +0.09% | +11.09% | |
| 13 | CME | Cme Group Inc | 股票-金融 | 1.53% | -0.41% | +0.38% | |
| 14 | CB | Chubb Limited | 股票-金融 | 1.37% | -0.03% | -4.10% | |
| 15 | UNP | Union Pacific CORP | 股票-工業 | 1.37% | +0.12% | +0.21% | |
| 16 | SO | Southern Co/the | 股票-公用事業 | 1.31% | -0.20% | +12.66% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.20% | +0.27% | -16.39% | |
| 18 | HD | Home Depot Inc | 股票-循環性消費 | 1.19% | -0.43% | -3.49% | |
| 19 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.17% | -0.27% | +1.40% | |
| 20 | EFAA | Invesco Msci Eafe Income Adv | ETF-其他 | 1.10% | +0.07% | — | |
| 21 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.09% | +0.16% | -11.30% | |
| 22 | MSI | Motorola Solutions Inc | 股票-科技 | 0.97% | -0.15% | +9.45% | |
| 23 | AFL | Aflac Inc | 股票-金融 | 0.97% | +0.03% | -19.37% | |
| 24 | V | Visa Inc-class A Shares | 股票-金融 | 0.95% | +0.12% | +1.30% | |
| 25 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.92% | +0.39% | +3.04% | |
| 26 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.89% | +0.01% | -1.23% | |
| 27 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.84% | +0.12% | +15.89% | |
| 28 | WMT | Walmart Inc | 股票-非循環性消費 | 0.83% | -0.09% | -21.78% | |
| 29 | CMI | Cummins Inc | 股票-工業 | 0.78% | +0.23% | -17.84% | |
| 30 | ADI | Analog Devices Inc | 股票-科技 | 0.74% | +0.09% | -22.71% | |
| 31 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-其他 | 0.72% | -0.11% | +25.99% | |
| 32 | CGCP | Cap Group Core Plus Income | ETF-其他 | 0.72% | -0.04% | +1.81% | |
| 33 | NVDA | Nvidia CORP | 股票-科技 | 0.70% | +0.08% | +43.95% | |
| 34 | MA | Mastercard Inc - A | 股票-金融 | 0.69% | -0.20% | +3.30% | |
| 35 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.69% | +0.01% | — | |
| 36 | LMT | Lockheed Martin CORP | 股票-工業 | 0.68% | — | — | |
| 37 | UPS | United Parcel Service-cl B | 股票-工業 | 0.59% | -0.03% | -34.84% | |
| 38 | APD | Air Products & Chemicals Inc | 股票-原物料 | 0.56% | -0.01% | -0.91% | |
| 39 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股與成長 | 0.56% | -0.01% | -21.30% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.47% | +0.02% | +76.10% | |
| 41 | RTX | Rtx CORP | 股票-工業 | 0.44% | -0.02% | — | |
| 42 | TT | Trane Technologies plc | 股票-工業 | 0.42% | +0.07% | +4.55% | |
| 43 | GEV | GE Vernova Inc | 股票-工業 | 0.41% | -0.01% | -32.16% | |
| 44 | VRT | Vertiv Holdings Co-a | 股票-工業 | 0.37% | -0.02% | — | |
| 45 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.37% | -0.03% | — | |
| 46 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.36% | -0.01% | +4.33% | |
| 47 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.29% | +0.27% | — | |
| 48 | CAT | Caterpillar Inc | 股票-工業 | 0.29% | +0.07% | -31.90% | |
| 49 | AMD | Advanced Micro Devices | 股票-科技 | 0.28% | +0.48% | -31.21% | |
| 50 | FANG | Diamondback Energy Inc | 股票-能源 | 0.27% | -0.08% | -45.99% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MPC | Marathon Petroleum CORP | +0.7% | -0.64% | 減碼 |
| 2 | ETN | Eaton Corporation plc | +0.6% | +34.87% | 加碼 |
| 3 | GSY | Invesco Ultra Short Duration | +0.3% | +12.68% | 加碼 |
| 4 | SO | Southern Co/the | +0.2% | +12.66% | 加碼 |
| 5 | VZ | Verizon Communications Inc | +0.2% | +1.40% | 加碼 |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +76.10% | 加碼 |
| 7 | NLR | Vaneck Urani & Nuclr Etf-usd | +0.2% | +25.99% | 加碼 |
| 8 | NVDA | Nvidia CORP | +0.2% | +43.95% | 加碼 |
| 9 | MSI | Motorola Solutions Inc | +0.2% | +9.45% | 加碼 |
| 10 | JNJ | Johnson & Johnson | +0.1% | +0.34% | 加碼 |
| 11 | JNJ | Johnson & Johnson | +0.1% | -1.23% | 減碼 |
| 12 | CME | Cme Group Inc | +0.1% | +0.38% | 加碼 |
| 13 | APD | Air Products & Chemicals Inc | +0.1% | -0.91% | 減碼 |
| 14 | ABBV | Abbvie Inc | +0.1% | +15.89% | 加碼 |
| 15 | UNP | Union Pacific CORP | 0% | +0.21% | 加碼 |
| 16 | TT | Trane Technologies plc | 0% | +4.55% | 加碼 |
| 17 | CDNS | Cadence Design Sys Inc | 0% | +28.24% | 加碼 |
| 18 | SNPS | Synopsys Inc | — | +19.32% | 加碼 |
| 19 | CGCP | Cap Group Core Plus Income | 0% | +1.81% | 加碼 |
| 20 | SPGI | S&p Global Inc | 0% | +5.65% | 加碼 |
| 21 | CB | Chubb Limited | 0% | -4.10% | 減碼 |
| 22 | CAT | Caterpillar Inc | -0.1% | -31.90% | 減碼 |
| 23 | GEV | GE Vernova Inc | -0.1% | -32.16% | 減碼 |
| 24 | META | Meta Platforms Inc-class A | -0.1% | +4.33% | 加碼 |
| 25 | BRK-A | Berkshire Hathaway Inc-cl A | -0.1% | — | 不變 |
| 26 | NXPI | NXP Semiconductors N.V. | -0.1% | -15.74% | 減碼 |
| 27 | MA | Mastercard Inc - A | -0.1% | +3.30% | 加碼 |
| 28 | CVS | Cvs Health CORP | -0.1% | +3.04% | 加碼 |
| 29 | ADI | Analog Devices Inc | -0.1% | -22.71% | 減碼 |
| 30 | FANG | Diamondback Energy Inc | -0.1% | -45.99% | 減碼 |
| 31 | PLTR | Palantir Technologies Inc-a | -0.2% | -42.92% | 減碼 |
| 32 | CMI | Cummins Inc | -0.2% | -17.84% | 減碼 |
| 33 | WMT | Walmart Inc | -0.2% | -21.78% | 減碼 |
| 34 | HD | Home Depot Inc | -0.2% | -3.49% | 減碼 |
| 35 | AMD | Advanced Micro Devices | -0.2% | -31.21% | 減碼 |
| 36 | SPLV | Invesco S&p 500 Low Volatili | -0.2% | -21.30% | 減碼 |
| 37 | V | Visa Inc-class A Shares | -0.2% | +1.30% | 加碼 |
| 38 | AFL | Aflac Inc | -0.3% | -19.37% | 減碼 |
| 39 | JPM | Jpmorgan Chase & Co | -0.3% | -0.95% | 減碼 |
| 40 | AMZN | Amazon.com Inc | -0.3% | -11.30% | 減碼 |
| 41 | UPS | United Parcel Service-cl B | -0.4% | -34.84% | 減碼 |
| 42 | MSFT | Microsoft CORP | -0.4% | +11.09% | 加碼 |
| 43 | AVGO | Broadcom Inc | -0.4% | +1.65% | 加碼 |
| 44 | GOOGL | Alphabet Inc-cl A | -0.4% | -16.39% | 減碼 |
| 45 | AAPL | Apple Inc | -0.5% | -3.99% | 減碼 |
| 46 | PFXF | Vaneck Pref Sec X-financials | -0.9% | -12.71% | 減碼 |
| 47 | LOW | Lowe's Cos Inc | -1.8% | +0.00% | 加碼 |
| 48 | FTCB | Ft Core Investment Grade ETF | — | NEW | 新建倉 |
| 49 | FTRB | Fed Hermes Ttl Rtrn Bnd | — | EXIT | 清倉 |
| 50 | SAWS | Aam Sawgrass US Sm Cp Gr ETF | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Wealth Intelligence, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$2.2億，共申報了 58 個公開持股部位。
在 Q1 2026 季度，Wealth Intelligence, LLC 按市值排列的前三大核心持股分別為：LOW (34.3%)、FTCB (9.5%)、PFXF (4.6%)。其中最大持股部位 LOW 佔據整體投資組合約 34.3% 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
FTCB
市值: US$1974.8萬
本季最大獲利了結 / 清倉標的
FTRB
前期市值: US$1678.3萬
在 Q1 2026 季度中，Wealth Intelligence, LLC 共進行了 65 項持倉異動，包含新建倉 11 個部位、加碼 24 個部位、減碼 22 個部位以及清倉 8 個部位。 其中最大新建倉標的為 FTCB。 本季清倉部位包含 FTRB。
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。