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: 0002079661
申報總市值
US$3.4億
US$3.4億
620 檔
38.7%
根據最新整理的 13F 季度數據集，Wilkerson Advisory Group LLC 於 Q2 2026 結束時的管理資產規模為 US$3.4億。該機構在本季度申報了 620 檔美股持倉，呈現出該時期的主要投資地圖。
觀察 Q2 2026 的申報異動，Wilkerson Advisory Group LLC 採取了強勁的買進策略，建倉與加碼動作（合計 120 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，Wilkerson Advisory Group LLC 的前 5 大持股（包含 SPY, VFLO, AVDE）貢獻了組合市值的 38.7%，形成該機構在 Q2 2026 季度的基本面基石。
僅顯示前 200 大持股（共 620 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 14.60% | +0.46% | +1.94% | |
| 2 | VFLO | Victoryshares Free Cash Flow | ETF-其他 | 8.28% | +0.82% | +0.75% | |
| 3 | AVDE | Avantis International Equity | ETF-其他 | 7.52% | +0.24% | +2.52% | |
| 4 | FTRB | Fed Hermes Ttl Rtrn Bnd | ETF-其他 | 4.82% | -0.01% | +5.29% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 4.64% | +0.23% | +3.23% | |
| 6 | QGRO | American Century US Quality | ETF-其他 | 4.22% | +0.15% | +4.72% | |
| 7 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 4.18% | -0.05% | +0.01% | |
| 8 | PYLD | Pimco Multisector Bond Actv | ETF-其他 | 3.98% | -0.03% | +5.73% | |
| 9 | DFSD | Dimensional Short Duration | ETF-其他 | 3.50% | +0.07% | +5.85% | |
| 10 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 3.01% | -0.14% | +0.34% | |
| 11 | GBIL | Goldman Sachs Access Treasur | ETF-避險與商品 | 2.61% | +0.16% | +27.45% | |
| 12 | GLDM | Spdr Gold Minishares Trust | ETF-避險與商品 | 2.24% | +0.18% | -0.94% | |
| 13 | AVEM | Avantis Emerging Markets Eq | ETF-新興市場 | 2.23% | -0.08% | -2.89% | |
| 14 | CAT | Caterpillar Inc | 股票-工業 | 2.20% | -0.59% | -8.89% | |
| 15 | BPRE | Bluerock Private Real Estate | 股票-金融 | 1.62% | -1.48% | -2.00% | |
| 16 | LMBS | First Trust Low Duration Opp | ETF-其他 | 1.52% | +0.04% | +4.64% | |
| 17 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.38% | +0.07% | +1.33% | |
| 18 | WMT | Walmart Inc | 股票-非循環性消費 | 1.05% | -0.15% | -0.14% | |
| 19 | AVGE | Avantis All Eqty Mrkts ETF | ETF-其他 | 0.97% | +0.02% | -0.60% | |
| 20 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 0.96% | +0.02% | +6.32% | |
| 21 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 0.91% | — | +8.22% | |
| 22 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 0.87% | +0.04% | +9.49% | |
| 23 | DFLV | Dim US Large Cap Value ETF | ETF-大型股與成長 | 0.83% | +0.11% | +7.61% | |
| 24 | AAPL | Apple Inc | 股票-科技 | 0.71% | +0.14% | +1.81% | |
| 25 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.70% | +0.02% | -6.97% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.68% | -0.01% | +0.31% | |
| 27 | DE | Deere & Co | 股票-工業 | 0.68% | +0.04% | -0.03% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.63% | -0.01% | +2.43% | |
| 29 | MSFT | Microsoft CORP | 股票-科技 | 0.59% | +0.30% | +1.26% | |
| 30 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.54% | -0.04% | +0.62% | |
| 31 | NVDA | Nvidia CORP | 股票-科技 | 0.52% | +0.15% | -3.20% | |
| 32 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.49% | -0.49% | EXIT | |
| 33 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.46% | — | -0.02% | |
| 34 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.46% | -0.01% | — | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.37% | -0.01% | -11.11% | |
| 36 | DFSV | Dimensional US Small Cap Val | ETF-中小型股 | 0.36% | -0.36% | EXIT | |
| 37 | IMCG | Ishares Morningstar Mid-cap | ETF-其他 | 0.34% | -0.02% | -3.35% | |
| 38 | ALL | Allstate CORP | 股票-金融 | 0.32% | -0.03% | +3.35% | |
| 39 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.31% | — | -0.71% | |
| 40 | AVGO | Broadcom Inc | 股票-科技 | 0.28% | -0.04% | +4.03% | |
| 41 | GLW | Corning Inc | 股票-科技 | 0.27% | -0.11% | -7.35% | |
| 42 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.25% | +0.02% | +2.33% | |
| 43 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.23% | -0.06% | -1.11% | |
| 44 | INTC | Intel CORP | 股票-科技 | 0.21% | -0.04% | +38.29% | |
| 45 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.21% | -0.02% | -9.01% | |
| 46 | HD | Home Depot Inc | 股票-循環性消費 | 0.20% | -0.05% | +9.85% | |
| 47 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型股與成長 | 0.19% | — | — | |
| 48 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.19% | -0.01% | +0.10% | |
| 49 | COM | Direxion Auspice Brd Cmdty | ETF-其他 | 0.19% | -0.03% | +0.63% | |
| 50 | JQUA | Jpmorgan US Quality Factor | ETF-其他 | 0.19% | -0.01% | +0.25% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | +0.7% | +3.23% | 加碼 |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.6% | +1.94% | 加碼 |
| 3 | CAT | Caterpillar Inc | +0.4% | -8.89% | 減碼 |
| 4 | VFLO | Victoryshares Free Cash Flow | +0.3% | +0.75% | 加碼 |
| 5 | GBIL | Goldman Sachs Access Treasur | +0.3% | +27.45% | 加碼 |
| 6 | QGRO | American Century US Quality | +0.2% | +4.72% | 加碼 |
| 7 | INTC | Intel CORP | +0.2% | +38.29% | 加碼 |
| 8 | AMD | Advanced Micro Devices | +0.1% | +224.34% | 加碼 |
| 9 | AVUS | Avantis U.s. Equity ETF | +0.1% | +0.01% | 加碼 |
| 10 | MU | Micron Technology Inc | +0.1% | +66.80% | 加碼 |
| 11 | GLW | Corning Inc | +0.1% | -7.35% | 減碼 |
| 12 | AMAT | Applied Materials Inc | +0.1% | +18.48% | 加碼 |
| 13 | LRCX | Lam Research CORP | +0.1% | +119.29% | 加碼 |
| 14 | AVEM | Avantis Emerging Markets Eq | +0.1% | -2.89% | 減碼 |
| 15 | LLY | Eli Lilly & Co | +0.1% | +0.62% | 加碼 |
| 16 | ✓ | +0.1% | NEW | 新建倉 | |
| 17 | UNH | Unitedhealth Group Inc | +0.1% | +189.22% | 加碼 |
| 18 | DFLV | Dim US Large Cap Value ETF | +0.1% | +7.61% | 加碼 |
| 19 | FLEX | Flex Ltd. | +0.1% | -22.79% | 減碼 |
| 20 | AVUV | Avantis US Small Cap Value | 0% | +0.34% | 加碼 |
| 21 | AMZN | Amazon.com Inc | 0% | +1.33% | 加碼 |
| 22 | AVGO | Broadcom Inc | 0% | +4.03% | 加碼 |
| 23 | STX | Seagate Technology Holdings plc | 0% | +60.90% | 加碼 |
| 24 | SNDK | Sandisk CORP | 0% | -15.83% | 減碼 |
| 25 | ASML | ASML Holding N.V. | 0% | +6300.00% | 加碼 |
| 26 | ✓ | 0% | NEW | 新建倉 | |
| 27 | DELL | Dell Technologies -c | 0% | +391.38% | 加碼 |
| 28 | AAPL | Apple Inc | 0% | +1.81% | 加碼 |
| 29 | GOOGL | Alphabet Inc-cl A | 0% | -0.71% | 減碼 |
| 30 | IMCG | Ishares Morningstar Mid-cap | 0% | -3.35% | 減碼 |
| 31 | XLK | Ss Technology Select Sector | 0% | — | 不變 |
| 32 | EQIX | Equinix Inc | 0% | +773.33% | 加碼 |
| 33 | APH | Amphenol Corp-cl A | 0% | +251.07% | 加碼 |
| 34 | CRWD | Crowdstrike Holdings Inc - A | 0% | -11.78% | 減碼 |
| 35 | CARR | Carrier Global CORP | 0% | +344.33% | 加碼 |
| 36 | TXN | Texas Instruments Inc | 0% | +256.91% | 加碼 |
| 37 | NXPI | NXP Semiconductors N.V. | 0% | +129.63% | 加碼 |
| 38 | WDC | Western Digital CORP | 0% | +1.61% | 加碼 |
| 39 | ARM | Arm Holdings Plc-adr | 0% | NEW | 新建倉 |
| 40 | ✓ | 0% | NEW | 新建倉 | |
| 41 | VOO | Vanguard S&p 500 ETF | 0% | +0.31% | 加碼 |
| 42 | ALL | Allstate CORP | 0% | +3.35% | 加碼 |
| 43 | GOOG | Alphabet Inc-cl C | 0% | +10.25% | 加碼 |
| 44 | QCOM | Qualcomm Inc | 0% | +292.76% | 加碼 |
| 45 | VUG | Vanguard Growth ETF | 0% | +525.61% | 加碼 |
| 46 | NOK | Nokia Corp-spon Adr | 0% | NEW | 新建倉 |
| 47 | LSCC | Lattice Semiconductor CORP | 0% | NEW | 新建倉 |
| 48 | ILMN | Illumina Inc | 0% | NEW | 新建倉 |
| 49 | BE | Bloom Energy Corp- A | 0% | +1.53% | 加碼 |
| 50 | CMI | Cummins Inc | 0% | +33.72% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Wilkerson Advisory Group LLC 在 Q2 2026 季度的美股持倉總市值約為 US$3.4億，共申報了 620 個公開持股部位。
在 Q2 2026 季度，Wilkerson Advisory Group LLC 按市值排列的前三大核心持股分別為：SPY (14.6%)、VFLO (8.3%)、AVDE (7.5%)。其中最大持股部位 SPY 佔據整體投資組合約 14.6% 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$24.4萬
本季最大獲利了結 / 清倉標的
HON
前期市值: US$31.6萬
在 Q2 2026 季度中，Wilkerson Advisory Group LLC 共進行了 197 項持倉異動，包含新建倉 13 個部位、加碼 107 個部位、減碼 74 個部位以及清倉 3 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。