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: 0001832097
申報總市值
US$2.2億
US$2.2億
983 檔
11.5%
Q1 2026 季度申報顯示，Wolff Wiese Magana LLC 揭露的美股組合總市值為 US$2.2億，涵蓋 983 個不同之權益投資部位。
在 Q1 2026，Wolff Wiese Magana LLC 操作展現出積極擴展與加碼意向。本季共新建倉 24 個新部位，並對 100 個既有持股進行加碼（合計增持 124 檔），相較減碼與清倉部位顯著佔優。
整體而言，Wolff Wiese Magana LLC 的前 5 大持股（包含 NVDA, IJR, MSFT）貢獻了組合市值的 11.5%，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 983 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 | NVDA | Nvidia CORP | 股票-科技 | 3.82% | -0.49% | -5.50% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.71% | +0.02% | +5.58% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.55% | -0.46% | +1.88% | |
| 4 | AVGO | Broadcom Inc | 股票-科技 | 2.33% | -0.02% | -12.29% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 2.31% | +0.56% | +9.57% | |
| 6 | ABBV | Abbvie Inc | 股票-醫療保健 | 2.28% | -0.17% | +5.60% | |
| 7 | V | Visa Inc-class A Shares | 股票-金融 | 2.20% | -0.18% | +0.93% | |
| 8 | AMGN | Amgen Inc | 股票-醫療保健 | 2.15% | -0.33% | +8.08% | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 2.13% | -0.05% | -4.33% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.01% | -0.17% | +17.96% | |
| 11 | RTX | Rtx CORP | 股票-工業 | 1.92% | -0.40% | +0.21% | |
| 12 | CSCO | Cisco Systems Inc | 股票-科技 | 1.87% | +0.78% | +1.52% | |
| 13 | DVY | Ishares Select Dividend ETF | ETF-其他 | 1.85% | -0.27% | -2.78% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.83% | +0.14% | +21.73% | |
| 15 | WMT | Walmart Inc | 股票-非循環性消費 | 1.68% | -0.49% | -1.34% | |
| 16 | AXP | American Express Co | 股票-金融 | 1.67% | -1.50% | +0.88% | |
| 17 | DOC | Healthpeak Properties Inc | 股票-房地產 | 1.61% | +0.11% | +26.73% | |
| 18 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.61% | -0.09% | -5.56% | |
| 19 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.59% | -0.45% | +3.58% | |
| 20 | MU | Micron Technology Inc | 股票-科技 | 1.55% | +2.77% | -30.15% | |
| 21 | MS | Morgan Stanley | 股票-金融 | 1.44% | +0.06% | +2.90% | |
| 22 | HBAN | Huntington Bancshares Inc | 股票-金融 | 1.35% | -0.09% | +3.43% | |
| 23 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.35% | -0.16% | +0.59% | |
| 24 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.35% | -0.41% | +71.88% | |
| 25 | DUK | Duke Energy CORP | 股票-公用事業 | 1.32% | -0.26% | +0.99% | |
| 26 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.30% | +0.09% | +5.83% | |
| 27 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.27% | -0.18% | +3.20% | |
| 28 | BUFZ | Ft Vest Laddered Moderate Bu | ETF-其他 | 1.22% | -0.14% | +74.99% | |
| 29 | HD | Home Depot Inc | 股票-循環性消費 | 1.18% | -0.13% | +0.29% | |
| 30 | UNP | Union Pacific CORP | 股票-工業 | 1.17% | -0.09% | +1.81% | |
| 31 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.17% | -0.06% | -3.15% | |
| 32 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.17% | -0.22% | +0.28% | |
| 33 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.15% | -0.32% | +1.82% | |
| 34 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.11% | -0.29% | +0.40% | |
| 35 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.09% | — | +15.90% | |
| 36 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 1.04% | -0.09% | +30.90% | |
| 37 | MDT | Medtronic plc | 股票-醫療保健 | 1.02% | -1.00% | +3.77% | |
| 38 | QCOM | Qualcomm Inc | 股票-科技 | 1.02% | +0.35% | -1.37% | |
| 39 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.99% | +0.02% | +12.96% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.93% | -0.05% | -18.36% | |
| 41 | GBIL | Goldman Sachs Access Treasur | ETF-避險與商品 | 0.90% | -0.22% | +62.11% | |
| 42 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.82% | -0.22% | +1.85% | |
| 43 | CB | Chubb Limited | 股票-金融 | 0.81% | -0.80% | +90480.00% | |
| 44 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 0.79% | -0.05% | -6.84% | |
| 45 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.78% | -0.18% | +38.39% | |
| 46 | AMAT | Applied Materials Inc | 股票-科技 | 0.77% | +0.56% | +3.65% | |
| 47 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.75% | -0.03% | — | |
| 48 | MCK | Mckesson CORP | 股票-醫療保健 | 0.74% | -0.21% | +0.98% | |
| 49 | PWR | Quanta Services Inc | 股票-工業 | 0.72% | +0.06% | -10.03% | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.70% | +0.10% | -5.21% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CB | Chubb Limited | +0.8% | +90480.00% | 加碼 |
| 2 | GLD | Spdr Gold Shares | +0.6% | +71.88% | 加碼 |
| 3 | BUFZ | Ft Vest Laddered Moderate Bu | +0.5% | +74.99% | 加碼 |
| 4 | AMD | Advanced Micro Devices | +0.4% | +231.41% | 加碼 |
| 5 | DOC | Healthpeak Properties Inc | +0.4% | +26.73% | 加碼 |
| 6 | KLAC | Kla CORP | +0.4% | +97.75% | 加碼 |
| 7 | GBIL | Goldman Sachs Access Treasur | +0.4% | +62.11% | 加碼 |
| 8 | AMGN | Amgen Inc | +0.3% | +8.08% | 加碼 |
| 9 | COST | Costco Wholesale CORP | +0.3% | +38.39% | 加碼 |
| 10 | VOO | Vanguard S&p 500 ETF | +0.3% | +21.73% | 加碼 |
| 11 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.2% | +30.90% | 加碼 |
| 12 | IJR | Ishares Core S&p Small-cap E | +0.2% | +5.58% | 加碼 |
| 13 | AMAT | Applied Materials Inc | +0.2% | +3.65% | 加碼 |
| 14 | PDBC | Invesco Optimum Yield Divers | +0.2% | +1479.85% | 加碼 |
| 15 | SNOW | Snowflake Inc | +0.2% | +496.72% | 加碼 |
| 16 | MRK | Merck & Co. Inc. | +0.2% | +3.20% | 加碼 |
| 17 | PEP | Pepsico Inc | +0.2% | +3.58% | 加碼 |
| 18 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +15.90% | 加碼 |
| 19 | WMT | Walmart Inc | +0.2% | -1.34% | 減碼 |
| 20 | CCJ | Cameco CORP | +0.2% | +76.10% | 加碼 |
| 21 | DUK | Duke Energy CORP | +0.2% | +0.99% | 加碼 |
| 22 | JPM | Jpmorgan Chase & Co | +0.2% | +17.96% | 加碼 |
| 23 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +12.96% | 加碼 |
| 24 | SHOP | Shopify Inc - Class A | +0.1% | +114.73% | 加碼 |
| 25 | KO | Coca-cola Co/the | +0.1% | +0.59% | 加碼 |
| 26 | CVX | Chevron CORP | +0.1% | +27.01% | 加碼 |
| 27 | BA | Boeing Co/the | +0.1% | +410.55% | 加碼 |
| 28 | PWR | Quanta Services Inc | +0.1% | -10.03% | 減碼 |
| 29 | RTX | Rtx CORP | +0.1% | +0.21% | 加碼 |
| 30 | IBRX | Immunitybio Inc | +0.1% | +0.91% | 加碼 |
| 31 | BROS | Dutch Bros Inc-class A | +0.1% | +487.43% | 加碼 |
| 32 | IEMG | Ishares Core Msci Emerging | +0.1% | +20.28% | 加碼 |
| 33 | DVY | Ishares Select Dividend ETF | +0.1% | -2.78% | 減碼 |
| 34 | PLTR | Palantir Technologies Inc-a | +0.1% | +233.07% | 加碼 |
| 35 | UNP | Union Pacific CORP | +0.1% | +1.81% | 加碼 |
| 36 | LRCX | Lam Research CORP | +0.1% | +20.77% | 加碼 |
| 37 | LITE | Lumentum Holdings Inc | +0.1% | -24.79% | 減碼 |
| 38 | AAPL | Apple Inc | +0.1% | +9.57% | 加碼 |
| 39 | CSCO | Cisco Systems Inc | +0.1% | +1.52% | 加碼 |
| 40 | MRVL | Marvell Technology Inc | +0.1% | -1.13% | 減碼 |
| 41 | ATI | Ati Inc | +0.1% | +2000.00% | 加碼 |
| 42 | SGOL | Abrdn Physical Gold Shares | +0.1% | — | 不變 |
| 43 | MCK | Mckesson CORP | +0.1% | +0.98% | 加碼 |
| 44 | TXN | Texas Instruments Inc | +0.1% | +0.58% | 加碼 |
| 45 | XOM | Exxon Mobil CORP | +0.1% | +6.29% | 加碼 |
| 46 | GEV | GE Vernova Inc | 0% | +51.59% | 加碼 |
| 47 | AIRR | First Trust Rba American Ind | 0% | +39.63% | 加碼 |
| 48 | ADI | Analog Devices Inc | 0% | +0.58% | 加碼 |
| 49 | MCD | Mcdonald's CORP | 0% | +1.85% | 加碼 |
| 50 | VRT | Vertiv Holdings Co-a | 0% | -2.84% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Wolff Wiese Magana LLC 在 Q1 2026 季度的美股持倉總市值約為 US$2.2億，共申報了 983 個公開持股部位。
在 Q1 2026 季度，Wolff Wiese Magana LLC 按市值排列的前三大核心持股分別為：NVDA (3.8%)、IJR (2.7%)、MSFT (2.5%)。其中最大持股部位 NVDA 佔據整體投資組合約 3.8% 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
VEEV
市值: US$62.9萬
本季最大獲利了結 / 清倉標的
AXON
前期市值: US$58.0萬
在 Q1 2026 季度中，Wolff Wiese Magana LLC 共進行了 182 項持倉異動，包含新建倉 24 個部位、加碼 100 個部位、減碼 49 個部位以及清倉 9 個部位。 其中最大新建倉標的為 VEEV。 本季清倉部位包含 AXON。
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。