Smurfit Westrock plc

SW
交易所
NYSE
產業
Paperboard Containers & Boxes
SEC CIK
0002005951

13F 持有人:2026 年第 2 季

持倉截至 2026/6/30。

管理 1 億美元以上美股的投資機構,每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼

持有機構
643
較 2026 年第 1 季 +26
持有股數
5.04 億
較 2026 年第 1 季 +2,715.07 萬 (+5.7%)
總市值
$232.64 億
較 2026 年第 1 季 +$42.85 億 (+22.6%)

跟 2026 年第 1 季 比較:新進與清倉的機構

歷年持有家數

2024 年第 3 季 507 家 → 2026 年第 2 季 643 家

看各季數字
每季持有 SW 的機構家數
季度家數
2026 年第 2 季643
2026 年第 1 季617
2025 年第 4 季596
2025 年第 3 季602
2025 年第 2 季580
2025 年第 1 季596
2024 年第 4 季604
2024 年第 3 季507

持有機構

2026 年第 2 季 持有 SW 的機構
機構股數市值佔組合 %股數變化動作
SOA Wealth Advisors, LLC.0$120.00%−400−100.0%減碼
Clark Wealth Partners1$470.00%+1新進
Cassaday & Co Wealth Management LLC3$1390.00%00.0%不變
Plante Moran Financial Advisors, LLC3$1390.00%+3新進
MARYLAND CAPITAL ADVISORS INC.3$1390.00%+3新進
Aspect Partners, LLC4$1850.00%−38−90.5%減碼
VALLEY NATIONAL ADVISERS INC4$1860.00%+4新進
MidFirst Bank5$2310.00%00.0%不變
HIGHLINE WEALTH PARTNERS LLC6$2780.00%−47−88.7%減碼
Dogwood Wealth Management LLC6$2780.00%00.0%不變
Atlantic Trust, LLC7$3240.00%−76−91.6%減碼
Valued Wealth Advisors LLC8$3710.00%−5−38.5%減碼
DecisionPoint Financial, LLC9$4150.00%+9新進
Activest Wealth Management9$4160.00%−6−40.0%減碼
HARBOR INVESTMENT ADVISORY, LLC10$4630.00%00.0%不變
HALBERT HARGROVE GLOBAL ADVISORS, LLC10$4670.00%+10新進
Principia Wealth Advisory, LLC12$5550.00%−5−29.4%減碼
CENTRAL TRUST Co12$5560.00%00.0%不變
Abound Wealth Management13$6170.00%−88−87.1%減碼
Quaker Wealth Management, LLC16$7410.00%−1−5.9%減碼
Financial Management Professionals, Inc.17$7860.00%+5+41.7%加碼
Caitong International Asset Management Co., Ltd19$8790.00%−12,732−99.9%減碼
First Command Advisory Services, Inc.19$8790.00%00.0%不變
LRI Investments, LLC19$8790.00%+19新進
HHM Wealth Advisors, LLC20$9260.00%−293−93.6%減碼
Davis Capital Management21$9710.00%+13+162.5%加碼
Navigoe, LLC22$1,0000.00%+22新進
BOYD WATTERSON ASSET MANAGEMENT LLC/OH23$1,0640.00%00.0%不變
1015 Capital Partners, LLC23$1,0640.00%+3+15.0%加碼
TOUNJIAN ADVISORY PARTNERS, LLC23$1,0640.00%+23新進
Planning Strategies Inc.23$1,0640.00%+23新進
Silicon Valley Capital Partners25$1,1360.00%+1+4.2%加碼
Kilter Group LLC25$1,1570.00%00.0%不變
Burk Holdings LLC26$1,2030.00%00.0%不變
Washington Trust Advisors, Inc.27$1,2490.00%00.0%不變
Cornerstone Financial Management LLC27$1,2490.00%+27新進
Spire Wealth Management28$1,2970.00%+9+47.4%加碼
WestEnd Advisors, LLC29$1,3420.00%+29新進
MASECO LLP30$1,3870.00%−26−46.4%減碼
JPL Wealth Management, LLC30$1,3880.00%−3−9.1%減碼
AdvisorNet Financial, Inc30$1,3880.00%+8+36.4%加碼
Groupe la Francaise36$1,4620.00%00.0%不變
Lloyd Advisory Services, LLC.33$1,5270.00%+33新進
HFM Investment Advisors, LLC34$1,5730.00%+22+183.3%加碼
IFG Advisory, LLC36$1,6650.00%+36新進
DiNuzzo Private Wealth, Inc.36$1,6660.00%00.0%不變
HORIZON FINANCIAL SERVICES, LLC37$1,7120.00%−73−66.4%減碼
Bell Investment Advisors, Inc39$1,8050.00%−84−68.3%減碼
Sunrise Financial Services, LLC42$1,9430.00%00.0%不變
Ares Financial Consulting, LLC42$1,9430.00%+42新進
UMA Financial Services, Inc.44$2,0360.00%+44新進
Bogart Wealth, LLC50$2,3130.00%+16+47.1%加碼
MJT & Associates Financial Advisory Group, Inc.50$2,3130.00%+50新進
Dunhill Financial, LLC52$2,4210.00%+52新進
Cornerstone Planning Group LLC61$2,7150.00%−26−29.9%減碼
Signature Equity Partners, LLC60$2,7760.00%00.0%不變
Private Wealth Management Group, LLC63$2,9150.00%+63新進
Avion Wealth68$3,0000.00%+16+30.8%加碼
Silver Grove Financial Group, Inc.67$3,0990.00%+67新進
RAFFA WEALTH MANAGEMENT, LLC70$3,2380.00%+24+52.2%加碼
Key Capital Management, INC71$3,2840.00%−70−49.6%減碼
SJS Investment Consulting Inc.72$3,3310.00%−41−36.3%減碼
Retirement Wealth Solutions LLC72$3,3310.00%+41+132.3%加碼
True Wealth Design, LLC74$3,4240.00%+9+13.8%加碼
Beaird Harris Wealth Management, LLC77$3,5630.00%−157−67.1%減碼
North Star Investment Management Corp.86$3,9780.00%00.0%不變
Whipplewood Advisors, LLC88$4,0710.00%−162−64.8%減碼
Creative Capital Management Investments LLC88$4,0710.00%+88新進
ZRC WEALTH MANAGEMENT, LLC89$4,1180.00%+45+102.3%加碼
MV CAPITAL MANAGEMENT, INC.90$4,1640.00%+5+5.9%加碼
Nemes Rush Group LLC95$4,3950.00%00.0%不變
IMA Wealth, Inc.108$4,9960.00%+36+50.0%加碼
PIN OAK INVESTMENT ADVISORS INC115$5,0000.00%00.0%不變
St. Johns Investment Management Company, LLC110$5,0890.00%00.0%不變
Colonial Trust Co / SC111$5,1350.00%+12+12.1%加碼
BRYN MAWR TRUST Co113$5,2270.00%−113−50.0%減碼
Atlantic Edge Private Wealth Management, LLC113$5,2280.00%00.0%不變
Salomon & Ludwin, LLC117$5,3930.00%−348−74.8%減碼
Key Financial Inc117$5,4120.00%00.0%不變
Medallion Wealth Advisors, LLC121$5,5970.00%−399−76.7%減碼
E Fund Management (Hong Kong) Co., Ltd.121$5,5970.00%00.0%不變
CLEAR STREET MARKETS LLC122$5,6440.00%+36+41.9%加碼
Quent Capital, LLC122$5,6440.00%+60+96.8%加碼
Clearstead Advisors, LLC135$6,2460.00%00.0%不變
JFS WEALTH ADVISORS, LLC137$6,3380.00%00.0%不變
Kemnay Advisory Services Inc.140$6,4760.00%−70−33.3%減碼
ACTION POINT FINANCIAL PLANNING, LLC141$6,5240.00%+141新進
DELTA ASSET MANAGEMENT LLC/TN150$6,9390.00%00.0%不變
Rialto Wealth Management, LLC150$6,9390.00%+80+114.3%加碼
CoreCap Advisors, LLC151$6,9850.00%+144+2,057.1%加碼
WPG Advisers, LLC152$7,0320.00%−20−11.6%減碼
EASTERN BANK156$7,2170.00%00.0%不變
Cullen/Frost Bankers, Inc.168$7,7530.00%+82+95.3%加碼
Aventura Private Wealth, LLC170$7,8640.00%+170新進
Prosperity Bancshares Inc171$7,9100.01%00.0%不變
Westfuller Advisors, LLC176$8,1310.00%+2+1.1%加碼
BARTLETT & CO. WEALTH MANAGEMENT LLC180$8,3270.00%+86+91.5%加碼
SBI Securities Co., Ltd.181$8,3730.00%+32+21.5%加碼
American Capital Advisory, LLC183$8,4660.00%+156+577.8%加碼
Fortitude Family Office, LLC188$8,6970.00%−25−11.7%減碼