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: 0001538383
申報總市值
US$7.8億
US$7.8億
1446 檔
14.4%
Westside Investment Management, Inc. 在 Q2 2026 季度的美股部位總計估值為 US$7.8億，分散於 1446 個持倉標的之中，反映其市場參與廣度與投資規模。
Q2 2026 數據顯示 Westside Investment Management, Inc. 積極進場，新開立 4 個部位並同步加碼 108 檔個股，反映機構在該季度的資金注入與籌碼積累。
從部位權重觀察，前 5 大標的（包含 AAPL, VYM, QQQ）累計市值佔比達 14.4%，是驅動 Westside Investment Management, Inc. 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 1446 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 | 3.50% | +0.46% | -0.07% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 3.38% | -0.17% | +0.37% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.97% | — | +0.56% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.78% | +0.10% | -0.71% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.22% | -0.16% | +0.36% | |
| 6 | TPC | Tutor Perini CORP | 股票-其他 | 2.17% | -0.08% | -9.17% | |
| 7 | ETON | Eton Pharmaceuticals Inc | 股票-其他 | 2.05% | +0.58% | -7.86% | |
| 8 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.89% | +0.06% | +1.17% | |
| 9 | MU | Micron Technology Inc | 股票-科技 | 1.65% | -0.19% | -21.12% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.49% | +0.02% | +1.16% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.47% | -0.10% | -0.28% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.42% | +0.49% | +2.60% | |
| 13 | COHR | Coherent CORP | 股票-科技 | 1.39% | -0.40% | -1.23% | |
| 14 | PBI | Pitney Bowes Inc | 股票-其他 | 1.38% | -0.14% | -2.00% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.29% | +0.07% | +7.93% | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 1.25% | +0.22% | +2.28% | |
| 17 | HROW | Harrow Inc | 股票-其他 | 1.25% | -0.33% | +20.51% | |
| 18 | AVGO | Broadcom Inc | 股票-科技 | 1.23% | -0.12% | -1.43% | |
| 19 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.18% | +0.29% | +2.70% | |
| 20 | UBER | Uber Technologies Inc | 股票-工業 | 1.13% | -0.07% | +0.57% | |
| 21 | VCR | Vanguard Consumer Discre ETF | ETF-其他 | 1.12% | -0.12% | -0.21% | |
| 22 | AMD | Advanced Micro Devices | 股票-科技 | 1.06% | — | -2.36% | |
| 23 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.02% | -0.03% | -0.51% | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.01% | -0.05% | — | |
| 25 | CGBL | Cap Group Core Balanced | ETF-其他 | 1.01% | +0.04% | +12.31% | |
| 26 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 0.96% | -0.12% | -1.14% | |
| 27 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.92% | -0.08% | +0.20% | |
| 28 | SWOXX | Schwab Municipal Money-ult | 股票-其他 | 0.92% | -0.13% | +27.98% | |
| 29 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.87% | +0.11% | +3.81% | |
| 30 | URI | United Rentals Inc | 股票-工業 | 0.83% | -0.12% | -0.04% | |
| 31 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.83% | -0.03% | +0.88% | |
| 32 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.82% | +0.02% | +4.68% | |
| 33 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.79% | -0.06% | +0.59% | |
| 34 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.79% | -0.05% | +1.97% | |
| 35 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.72% | -0.01% | +6.38% | |
| 36 | FCAL | First Trust California Munic | ETF-其他 | 0.68% | -0.05% | -1.98% | |
| 37 | AMAT | Applied Materials Inc | 股票-科技 | 0.68% | -0.22% | — | |
| 38 | MLN | Vaneck Long Muni ETF | ETF-其他 | 0.63% | -0.06% | +10.78% | |
| 39 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.61% | — | +4.06% | |
| 40 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.59% | +0.14% | +0.51% | |
| 41 | SNOW | Snowflake Inc | 股票-科技 | 0.58% | +0.14% | +4.81% | |
| 42 | XLF | Ss Financial Select Sector | ETF-其他 | 0.58% | -0.03% | +0.57% | |
| 43 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.55% | — | -0.30% | |
| 44 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.55% | -0.04% | -0.50% | |
| 45 | QCOM | Qualcomm Inc | 股票-科技 | 0.54% | -0.02% | -0.91% | |
| 46 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.52% | -0.01% | +3.49% | |
| 47 | NOC | Northrop Grumman CORP | 股票-工業 | 0.52% | -0.05% | — | |
| 48 | BCO | Brink's Co/the | 股票-工業 | 0.49% | +0.02% | +16.36% | |
| 49 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.49% | -0.05% | +0.55% | |
| 50 | FIXD | First Trust Smith Opportunis | ETF-其他 | 0.48% | — | +0.05% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +0.9% | -21.12% | 減碼 |
| 2 | AMD | Advanced Micro Devices | +0.6% | -2.36% | 減碼 |
| 3 | COHR | Coherent CORP | +0.4% | -1.23% | 減碼 |
| 4 | PBI | Pitney Bowes Inc | +0.3% | -2.00% | 減碼 |
| 5 | AMAT | Applied Materials Inc | +0.3% | — | 不變 |
| 6 | SMH | Vaneck Semiconductor ETF | +0.3% | -1.14% | 減碼 |
| 7 | ETON | Eton Pharmaceuticals Inc | +0.3% | -7.86% | 減碼 |
| 8 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | +0.56% | 加碼 |
| 9 | HROW | Harrow Inc | +0.3% | +20.51% | 加碼 |
| 10 | URI | United Rentals Inc | +0.2% | -0.04% | 減碼 |
| 11 | STX | Seagate Technology Holdings plc | +0.2% | -0.31% | 減碼 |
| 12 | SNOW | Snowflake Inc | +0.2% | +4.81% | 加碼 |
| 13 | LRCX | Lam Research CORP | +0.2% | — | 不變 |
| 14 | XLK | Ss Technology Select Sector | +0.2% | -0.51% | 減碼 |
| 15 | HPE | Hewlett Packard Enterprise | +0.2% | -1.83% | 減碼 |
| 16 | INTU | Intuit Inc | +0.2% | +6772.97% | 加碼 |
| 17 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | -11.66% | 減碼 |
| 18 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.36% | 加碼 |
| 19 | PANW | Palo Alto Networks Inc | +0.1% | +1.38% | 加碼 |
| 20 | QCOM | Qualcomm Inc | +0.1% | -0.91% | 減碼 |
| 21 | SOXX | Ishares Semiconductor ETF | +0.1% | — | 不變 |
| 22 | SNOXX | Schwab Trsry Obl Mny-inv | +0.1% | +160.01% | 加碼 |
| 23 | TIP | Ishares Tips Bond ETF | +0.1% | +1042.09% | 加碼 |
| 24 | SWOXX | Schwab Municipal Money-ult | +0.1% | +27.98% | 加碼 |
| 25 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +0.88% | 加碼 |
| 26 | GOOG | Alphabet Inc-cl C | +0.1% | -0.28% | 減碼 |
| 27 | CGBL | Cap Group Core Balanced | +0.1% | +12.31% | 加碼 |
| 28 | TMB | Thornburg Multi Sector B ETF | +0.1% | +45.50% | 加碼 |
| 29 | AOR | Ishares Core 60/40 Balanced | +0.1% | +41.07% | 加碼 |
| 30 | ASML | ASML Holding N.V. | +0.1% | -0.30% | 減碼 |
| 31 | CSCO | Cisco Systems Inc | +0.1% | +0.01% | 加碼 |
| 32 | TIMUX | Transam Interm Muni-i | +0.1% | +48.77% | 加碼 |
| 33 | INTC | Intel CORP | +0.1% | -10.28% | 減碼 |
| 34 | PLSE | Pulse Biosciences Inc | +0.1% | +10.32% | 加碼 |
| 35 | ATOM | Atomera Inc | +0.1% | -20.68% | 減碼 |
| 36 | ✓ | +0.1% | NEW | 新建倉 | |
| 37 | ✓ | +0.1% | NEW | 新建倉 | |
| 38 | TRMB | Trimble Inc | 0% | +65.05% | 加碼 |
| 39 | PAAA | Pgim Aaa Clo ETF | 0% | +31.80% | 加碼 |
| 40 | IYW | Ishares Ustechnology ETF | 0% | +2.49% | 加碼 |
| 41 | UNH | Unitedhealth Group Inc | 0% | -5.95% | 減碼 |
| 42 | IEMG | Ishares Core Msci Emerging | 0% | +4.06% | 加碼 |
| 43 | CVS | Cvs Health CORP | 0% | -14.14% | 減碼 |
| 44 | LLY | Eli Lilly & Co | 0% | +0.45% | 加碼 |
| 45 | ADBE | Adobe Inc | 0% | +49.94% | 加碼 |
| 46 | TLT | Ishares 20+ Year Treasury Bd | 0% | +57.40% | 加碼 |
| 47 | IVV | Ishares Core S&p 500 ETF | 0% | +40.99% | 加碼 |
| 48 | CAT | Caterpillar Inc | 0% | — | 不變 |
| 49 | CGIC | Cap Group Intl Core Eq | 0% | +96.93% | 加碼 |
| 50 | KZIA | Kazia Therapeutics-spon Adr | 0% | -5.63% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Westside Investment Management, Inc. 在 Q2 2026 季度的美股持倉總市值約為 US$7.8億，共申報了 1446 個公開持股部位。
在 Q2 2026 季度，Westside Investment Management, Inc. 按市值排列的前三大核心持股分別為：AAPL (3.5%)、VYM (3.4%)、QQQ (3.0%)。其中最大持股部位 AAPL 佔據整體投資組合約 3.5% 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
市值: US$38.7萬
本季最大獲利了結 / 清倉標的
HON
前期市值: US$12.0萬
在 Q2 2026 季度中，Westside Investment Management, Inc. 共進行了 180 項持倉異動，包含新建倉 4 個部位、加碼 108 個部位、減碼 66 個部位以及清倉 2 個部位。 其中最大新建倉標的為 。 本季清倉部位包含 HON。
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。