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: 0001767902
申報總市值
US$30.6億
US$30.6億
2685 檔
11.9%
Q1 2026 季度申報顯示，Western Wealth Management, LLC 揭露的美股組合總市值為 US$30.6億，涵蓋 2685 個不同之權益投資部位。
觀察 Q1 2026 的申報異動，Western Wealth Management, LLC 採取了強勁的買進策略，建倉與加碼動作（合計 185 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
整體而言，Western Wealth Management, LLC 的前 5 大持股（包含 AAPL, QQQ, QQQM）貢獻了組合市值的 11.9%，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 2685 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 | AAPL | Apple Inc | 股票-科技 | 3.23% | +0.03% | +32.53% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.77% | +0.12% | +1.18% | |
| 3 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 2.71% | -0.32% | +9.94% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 2.56% | -0.02% | +33.42% | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 2.01% | +0.05% | -0.17% | |
| 6 | CGDV | Cap Group Dividend Value | ETF-其他 | 1.75% | -0.02% | +8.52% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.56% | +1.10% | -1.62% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 1.53% | -0.16% | +25.50% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.47% | -0.04% | +22.12% | |
| 10 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.44% | -0.02% | +25.30% | |
| 11 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 1.40% | -0.02% | +3.95% | |
| 12 | SDVY | First Trust Smid Cap Rising | ETF-其他 | 1.22% | -0.09% | +12.26% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.14% | +0.06% | +17.79% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.07% | -0.08% | +35.49% | |
| 15 | AVGO | Broadcom Inc | 股票-科技 | 1.00% | +0.03% | +24.29% | |
| 16 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 0.99% | -0.26% | +8.41% | |
| 17 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.97% | +0.04% | +8.53% | |
| 18 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.89% | -0.35% | +24.09% | |
| 19 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.88% | +0.04% | +4.45% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.86% | +0.02% | +12.80% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.85% | -0.03% | +6.34% | |
| 22 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.78% | -0.20% | +7.93% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.77% | — | +12.01% | |
| 24 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.70% | -0.13% | +21.01% | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.68% | -0.02% | +49.06% | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.67% | -0.03% | +24.38% | |
| 27 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 0.64% | +0.14% | +5.64% | |
| 28 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.63% | +0.04% | +48.49% | |
| 29 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.58% | -0.08% | +20.77% | |
| 30 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.55% | +0.17% | +16.26% | |
| 31 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.52% | -0.03% | +1900.00% | |
| 32 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.52% | +0.52% | +22.29% | |
| 33 | XOM | Exxon Mobil CORP | 股票-能源 | 0.51% | -0.17% | +40.82% | |
| 34 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.49% | +0.04% | +25.69% | |
| 35 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.49% | +0.04% | +47.39% | |
| 36 | VUG | Vanguard Growth ETF | ETF-其他 | 0.47% | +0.24% | +89.60% | |
| 37 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.47% | -0.08% | +18.93% | |
| 38 | EVTR | Eaton Vance Total Return | ETF-其他 | 0.45% | -0.44% | +9.49% | |
| 39 | TSLA | Tesla Inc | 股票-循環性消費 | 0.45% | -0.04% | +60.67% | |
| 40 | UCON | First Trust Smith Unconstrai | ETF-其他 | 0.45% | -0.10% | +14.53% | |
| 41 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.44% | +0.05% | +54.57% | |
| 42 | V | Visa Inc-class A Shares | 股票-金融 | 0.44% | -0.01% | +21.96% | |
| 43 | WMT | Walmart Inc | 股票-非循環性消費 | 0.43% | -0.12% | +34.84% | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.43% | +0.01% | +235.36% | |
| 45 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.41% | +0.31% | +7.07% | |
| 46 | VFLO | Victoryshares Free Cash Flow | ETF-其他 | 0.39% | — | +8.39% | |
| 47 | FTCS | First Trust Capital Strength | ETF-其他 | 0.38% | -0.10% | -2.30% | |
| 48 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.37% | +0.29% | +15.83% | |
| 49 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 0.35% | -0.01% | +46.39% | |
| 50 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.35% | +0.09% | +27.41% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hathaway Inc-cl A | +0.5% | +1900.00% | 加碼 |
| 2 | VEA | Vanguard Ftse Developed ETF | +0.3% | +235.36% | 加碼 |
| 3 | XOM | Exxon Mobil CORP | +0.2% | +40.82% | 加碼 |
| 4 | FLRT | Pacer Aristotle Pacific Floa | +0.2% | +458.08% | 加碼 |
| 5 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.2% | +202.70% | 加碼 |
| 6 | SCHG | Schwab US Large-cap Growth | +0.2% | +396.36% | 加碼 |
| 7 | SRLN | Ss Blackstone Sr Loan ETF | +0.2% | +485.36% | 加碼 |
| 8 | VTV | Vanguard Value ETF | +0.2% | +130.61% | 加碼 |
| 9 | QGRW | Wisdomtree US Quality Growth | +0.2% | +514.70% | 加碼 |
| 10 | SCHP | Schwab U.s. Tips ETF | +0.1% | +1623.62% | 加碼 |
| 11 | CME | Cme Group Inc | +0.1% | +1432.27% | 加碼 |
| 12 | JNJ | Johnson & Johnson | +0.1% | +79.29% | 加碼 |
| 13 | FTSL | First Trust Senior Loan ETF | +0.1% | +370.33% | 加碼 |
| 14 | BIV | Vanguard Intermediate-term B | +0.1% | +1086.25% | 加碼 |
| 15 | UTG | Reaves Utility Income Fund | +0.1% | -7.20% | 減碼 |
| 16 | LMBS | First Trust Low Duration Opp | +0.1% | +612.54% | 加碼 |
| 17 | CVX | Chevron CORP | +0.1% | +72.53% | 加碼 |
| 18 | VZ | Verizon Communications Inc | +0.1% | +101.84% | 加碼 |
| 19 | XYLD | Global X S&p 500 Cove Call E | +0.1% | +863.80% | 加碼 |
| 20 | COST | Costco Wholesale CORP | +0.1% | +21.01% | 加碼 |
| 21 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.1% | +47.39% | 加碼 |
| 22 | SPEM | State Street Sp Ptf Em ETF | +0.1% | +103.89% | 加碼 |
| 23 | SHY | Ishares 1-3 Year Treasury Bo | +0.1% | +456.48% | 加碼 |
| 24 | WMT | Walmart Inc | +0.1% | +34.84% | 加碼 |
| 25 | HD | Home Depot Inc | +0.1% | +82.70% | 加碼 |
| 26 | SCHX | Schwab US Large-cap ETF | +0.1% | +102.56% | 加碼 |
| 27 | SILJ | Amplify Junior Silver Miners | +0.1% | +246.54% | 加碼 |
| 28 | DBEF | Xtrackers Msci Eafe Hedged E | +0.1% | +739.17% | 加碼 |
| 29 | NVDA | Nvidia CORP | +0.1% | +33.42% | 加碼 |
| 30 | JPM | Jpmorgan Chase & Co | +0.1% | +49.06% | 加碼 |
| 31 | VYM | Vanguard High Dvd Yield ETF | +0.1% | +53.41% | 加碼 |
| 32 | QUAL | Ishares Msci USA Quality Fac | +0.1% | +65.77% | 加碼 |
| 33 | CAT | Caterpillar Inc | +0.1% | +66.09% | 加碼 |
| 34 | ETN | Eaton Corporation plc | +0.1% | +104.04% | 加碼 |
| 35 | IONQ | Ionq Inc | +0.1% | +370.95% | 加碼 |
| 36 | PSX | Phillips 66 | +0.1% | +247.39% | 加碼 |
| 37 | AMGN | Amgen Inc | +0.1% | +137.54% | 加碼 |
| 38 | SHV | Ishares 0-1 Year Treasury Bo | +0.1% | +415.78% | 加碼 |
| 39 | AAPL | Apple Inc | +0.1% | +32.53% | 加碼 |
| 40 | GOOG | Alphabet Inc-cl C | +0.1% | +48.49% | 加碼 |
| 41 | TSLA | Tesla Inc | +0.1% | +70.34% | 加碼 |
| 42 | XLE | Ss Energy Select Sector | +0.1% | +19.72% | 加碼 |
| 43 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +55.11% | 加碼 |
| 44 | ISRG | Intuitive Surgical Inc | +0.1% | +121.31% | 加碼 |
| 45 | WTV | Wisdomtree U.s. Value Fund | +0.1% | +99.59% | 加碼 |
| 46 | FNDX | Schwab Fndmntl US Lrg Co ETF | +0.1% | +172.91% | 加碼 |
| 47 | CGNG | Cap Group New Geography Eq | +0.1% | +146.32% | 加碼 |
| 48 | AVUV | Avantis US Small Cap Value | +0.1% | +605.57% | 加碼 |
| 49 | IAGG | Ishares Intl Aggregate Bond | +0.1% | +730.69% | 加碼 |
| 50 | IVV | Ishares Core S&p 500 ETF | +0.1% | +35.49% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Western Wealth Management, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$30.6億，共申報了 2685 個公開持股部位。
在 Q1 2026 季度，Western Wealth Management, LLC 按市值排列的前三大核心持股分別為：AAPL (3.2%)、QQQ (2.8%)、QQQM (2.7%)。其中最大持股部位 AAPL 佔據整體投資組合約 3.2% 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
AZN
市值: US$2124.2萬
本季最大獲利了結 / 清倉標的
TSLA
前期市值: US$296.0萬
在 Q1 2026 季度中，Western Wealth Management, LLC 共進行了 200 項持倉異動，包含新建倉 41 個部位、加碼 144 個部位、減碼 13 個部位以及清倉 2 個部位。 其中最大新建倉標的為 AZN。 本季清倉部位包含 TSLA。
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。