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: 0002083087
申報總市值
US$2.4億
US$2.4億
97 檔
48.3%
根據最新整理的 13F 季度數據集，Wealth Science Advisors LLC 於 Q2 2026 結束時的管理資產規模為 US$2.4億。該機構在本季度申報了 97 檔美股持倉，呈現出該時期的主要投資地圖。
Wealth Science Advisors LLC 在 Q2 2026 的調整主要集中於風險出清，清倉與減碼部位合計達 117 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
整體而言，Wealth Science Advisors LLC 的前 5 大持股（包含 CGGR, CGDV, CGGO）貢獻了組合市值的 48.3%，形成該機構在 Q2 2026 季度的基本面基石。
| # | 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 | CGGR | Cap Group Growth Equity | ETF-其他 | 15.02% | +0.07% | +7.26% | |
| 2 | CGDV | Cap Group Dividend Value | ETF-其他 | 15.00% | -0.11% | +5.81% | |
| 3 | CGGO | Cap Group Global Growth | ETF-其他 | 12.59% | -0.94% | +5.14% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-其他 | 4.43% | -0.03% | +287.36% | |
| 5 | CGSD | Cap Group Short Duration | ETF-其他 | 4.03% | +3.08% | +309.41% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 2.59% | +0.18% | +30.21% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 2.50% | -0.65% | +18.75% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.31% | -0.15% | -0.56% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.07% | -0.11% | +5.50% | |
| 10 | CGUI | Cap Group Ultra Short Income | ETF-其他 | 2.04% | +1.44% | — | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 2.00% | +0.43% | +385.27% | |
| 12 | CGMM | Cap Group Small And Mid Cap | ETF-其他 | 1.91% | -0.12% | +39.49% | |
| 13 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.83% | -0.04% | +40.56% | |
| 14 | AAPL | Apple Inc | 股票-科技 | 1.48% | -0.13% | +4.44% | |
| 15 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.35% | +0.28% | +2775.00% | |
| 16 | EFX | Equifax Inc | 股票-工業 | 1.16% | -0.21% | -0.02% | |
| 17 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.15% | -0.29% | -7.56% | |
| 18 | BTI | British American Tob-sp Adr | 股票-非循環性消費 | 1.15% | -0.92% | +8.22% | |
| 19 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.03% | -0.05% | +38.31% | |
| 20 | GE | General Electric | 股票-工業 | 0.94% | -0.34% | +4.49% | |
| 21 | INTC | Intel CORP | 股票-科技 | 0.85% | +0.19% | +179.49% | |
| 22 | CGXU | Cap Group Intl Focus | ETF-其他 | 0.82% | -0.06% | -0.36% | |
| 23 | PM | Philip Morris International | 股票-非循環性消費 | 0.75% | +0.03% | +2379.31% | |
| 24 | RCL | Royal Caribbean Cruises Ltd. | 股票-循環性消費 | 0.73% | -0.56% | +487.53% | |
| 25 | UBER | Uber Technologies Inc | 股票-工業 | 0.72% | -0.54% | +2827.56% | |
| 26 | AMAT | Applied Materials Inc | 股票-科技 | 0.66% | -0.36% | -27.39% | |
| 27 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 0.60% | -0.02% | +34.09% | |
| 28 | RTX | Rtx CORP | 股票-工業 | 0.57% | -0.06% | -13.58% | |
| 29 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.55% | +0.01% | +317.81% | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.54% | -0.05% | +18.28% | |
| 31 | LIN | Linde plc | 股票-原物料 | 0.53% | -0.09% | +2385.87% | |
| 32 | MS | Morgan Stanley | 股票-金融 | 0.52% | -0.10% | +22.40% | |
| 33 | MU | Micron Technology Inc | 股票-科技 | 0.49% | -0.08% | -52.56% | |
| 34 | CARR | Carrier Global CORP | 股票-工業 | 0.48% | -0.38% | +2202.81% | |
| 35 | URI | United Rentals Inc | 股票-工業 | 0.47% | -0.09% | +255.94% | |
| 36 | MAC | Macerich Co/the | 股票-其他 | 0.47% | -0.08% | — | |
| 37 | MA | Mastercard Inc - A | 股票-金融 | 0.46% | -0.11% | +612.50% | |
| 38 | CGUS | Cap Group Core Equity | ETF-其他 | 0.46% | -0.03% | — | |
| 39 | WFC | Wells Fargo & Co | 股票-金融 | 0.44% | -0.09% | +131.57% | |
| 40 | CSCO | Cisco Systems Inc | 股票-科技 | 0.44% | -0.07% | +3354.55% | |
| 41 | HD | Home Depot Inc | 股票-循環性消費 | 0.43% | -0.33% | +1582.32% | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.43% | -0.02% | +299.79% | |
| 43 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.36% | -0.15% | +65.57% | |
| 44 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.36% | -0.02% | +19.39% | |
| 45 | T | At&t Inc | 股票-通訊服務 | 0.36% | -0.16% | +91.10% | |
| 46 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.34% | -0.01% | -0.19% | |
| 47 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.34% | -0.24% | +509.12% | |
| 48 | APH | Amphenol Corp-cl A | 股票-科技 | 0.32% | -0.04% | +15.68% | |
| 49 | ORCL | Oracle CORP | 股票-科技 | 0.32% | -0.17% | +677.64% | |
| 50 | CNQ | Canadian Natural Resources | 股票-能源 | 0.32% | — | +129.86% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CGSD | Cap Group Short Duration | +2.8% | +309.41% | 加碼 |
| 2 | CGUI | Cap Group Ultra Short Income | +2% | NEW | 新建倉 |
| 3 | MSFT | Microsoft CORP | +1.3% | +385.27% | 加碼 |
| 4 | META | Meta Platforms Inc-class A | +1.3% | +2775.00% | 加碼 |
| 5 | INTC | Intel CORP | +0.8% | +179.49% | 加碼 |
| 6 | PM | Philip Morris International | +0.7% | +2379.31% | 加碼 |
| 7 | UBER | Uber Technologies Inc | +0.7% | +2827.56% | 加碼 |
| 8 | RCL | Royal Caribbean Cruises Ltd. | +0.6% | +487.53% | 加碼 |
| 9 | LIN | Linde plc | +0.5% | +2385.87% | 加碼 |
| 10 | MAC | Macerich Co/the | +0.5% | NEW | 新建倉 |
| 11 | CARR | Carrier Global CORP | +0.5% | +2202.81% | 加碼 |
| 12 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | +38.31% | 加碼 |
| 13 | CSCO | Cisco Systems Inc | +0.4% | +3354.55% | 加碼 |
| 14 | SBUX | Starbucks CORP | +0.4% | +317.81% | 加碼 |
| 15 | CGMM | Cap Group Small And Mid Cap | +0.4% | +39.49% | 加碼 |
| 16 | HD | Home Depot Inc | +0.4% | +1582.32% | 加碼 |
| 17 | MA | Mastercard Inc - A | +0.4% | +612.50% | 加碼 |
| 18 | URI | United Rentals Inc | +0.4% | +255.94% | 加碼 |
| 19 | CGSM | Cap Group Short Muni Income | +0.3% | NEW | 新建倉 |
| 20 | GLW | Corning Inc | +0.3% | NEW | 新建倉 |
| 21 | NFLX | Netflix Inc | +0.3% | +1966.00% | 加碼 |
| 22 | D | Dominion Energy Inc | +0.3% | NEW | 新建倉 |
| 23 | AMAT | Applied Materials Inc | +0.3% | -27.39% | 減碼 |
| 24 | ORCL | Oracle CORP | +0.3% | +677.64% | 加碼 |
| 25 | NSC | Norfolk Southern CORP | +0.3% | NEW | 新建倉 |
| 26 | NVDA | Nvidia CORP | +0.2% | +30.21% | 加碼 |
| 27 | ABT | Abbott Laboratories | +0.2% | +509.12% | 加碼 |
| 28 | APD | Air Products & Chemicals Inc | +0.2% | +1662.62% | 加碼 |
| 29 | CMCSA | Comcast Corp-class A | +0.2% | +7108.00% | 加碼 |
| 30 | AMZN | Amazon.com Inc | +0.2% | +40.56% | 加碼 |
| 31 | APO | Apollo Global Management Inc | +0.2% | NEW | 新建倉 |
| 32 | MRVL | Marvell Technology Inc | +0.2% | NEW | 新建倉 |
| 33 | CGGO | Cap Group Global Growth | +0.2% | +5.14% | 加碼 |
| 34 | AJG | Arthur J Gallagher & Co | +0.2% | +2338.67% | 加碼 |
| 35 | MU | Micron Technology Inc | +0.2% | -52.56% | 減碼 |
| 36 | WFC | Wells Fargo & Co | +0.2% | +131.57% | 加碼 |
| 37 | CNQ | Canadian Natural Resources | +0.2% | +129.86% | 加碼 |
| 38 | MO | Altria Group Inc | +0.2% | +259.77% | 加碼 |
| 39 | UNH | Unitedhealth Group Inc | +0.1% | +65.57% | 加碼 |
| 40 | CRM | Salesforce Inc | +0.1% | +1478.67% | 加碼 |
| 41 | BA | Boeing Co/the | +0.1% | +4217.65% | 加碼 |
| 42 | KLAC | Kla CORP | +0.1% | NEW | 新建倉 |
| 43 | ANET | Arista Networks Inc | +0.1% | +259.40% | 加碼 |
| 44 | CNP | Centerpoint Energy Inc | +0.1% | NEW | 新建倉 |
| 45 | MDLZ | Mondelez International Inc-a | +0.1% | +2477.37% | 加碼 |
| 46 | UNP | Union Pacific CORP | +0.1% | NEW | 新建倉 |
| 47 | CVX | Chevron CORP | +0.1% | +8322.22% | 加碼 |
| 48 | KKR | Kkr & Co Inc | +0.1% | +2582.86% | 加碼 |
| 49 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +15000.00% | 加碼 |
| 50 | IP | International Paper Co | +0.1% | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Wealth Science Advisors LLC 在 Q2 2026 季度的美股持倉總市值約為 US$2.4億，共申報了 97 個公開持股部位。
在 Q2 2026 季度，Wealth Science Advisors LLC 按市值排列的前三大核心持股分別為：CGGR (15.0%)、CGDV (15.0%)、CGGO (12.6%)。其中最大持股部位 CGGR 佔據整體投資組合約 15.0% 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
CGUI
市值: US$458.7萬
本季最大獲利了結 / 清倉標的
SPY
前期市值: US$1983.3萬
在 Q2 2026 季度中，Wealth Science Advisors LLC 共進行了 196 項持倉異動，包含新建倉 12 個部位、加碼 67 個部位、減碼 14 個部位以及清倉 103 個部位。 其中最大新建倉標的為 CGUI。 本季清倉部位包含 SPY。
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。