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: 0001978521
申報總市值
US$5.3億
US$5.3億
240 檔
26.2%
在 Q1 2026 的 13F 官方備案中，3Chopt Investment Partners, LLC 管理的美股投資組合規模來到 US$5.3億，整體持股檔數為 240 檔。
3Chopt Investment Partners, LLC 於 Q1 2026 展現出進攻型調倉步調，本季推動了 23 檔股票的新建倉與 96 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
在資產配置集中度方面，3Chopt Investment Partners, LLC 的前 5 大核心持股（包含 VOO, NVDA, VB 等）合計佔整體申報市值的 26.2%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 240 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 12.53% | -0.37% | +7.83% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 6.10% | -0.04% | +5.96% | |
| 3 | VB | Vanguard Small-cap ETF | ETF-其他 | 6.00% | +0.32% | +3.24% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 4.10% | +0.04% | +5.62% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.14% | +0.14% | +2.11% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.28% | -0.05% | +16.73% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 1.91% | +0.06% | +0.74% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.86% | -0.21% | +2.64% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.62% | -0.27% | +0.49% | |
| 10 | MCK | Mckesson CORP | 股票-醫療保健 | 1.58% | -0.48% | +0.89% | |
| 11 | PM | Philip Morris International | 股票-非循環性消費 | 1.51% | -0.16% | -1.51% | |
| 12 | BBUS | Jpmorgan Betabuilders US Equ | ETF-其他 | 1.32% | -0.13% | +1.91% | |
| 13 | VST | Vistra CORP | 股票-公用事業 | 1.28% | -0.19% | -3.27% | |
| 14 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.23% | -0.08% | +1.51% | |
| 15 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.20% | -0.16% | -2.52% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.19% | -0.16% | -1.37% | |
| 17 | WMB | Williams Cos Inc | 股票-能源 | 1.13% | -0.19% | +1.25% | |
| 18 | MO | Altria Group Inc | 股票-非循環性消費 | 1.12% | -0.14% | -0.32% | |
| 19 | WMT | Walmart Inc | 股票-非循環性消費 | 1.00% | -0.23% | +4.11% | |
| 20 | CSCO | Cisco Systems Inc | 股票-科技 | 0.98% | +0.24% | +0.43% | |
| 21 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.96% | +0.19% | +0.01% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 0.91% | -0.33% | +2.93% | |
| 23 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.87% | -0.18% | +0.67% | |
| 24 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.83% | -0.09% | +4.53% | |
| 25 | LRCX | Lam Research CORP | 股票-科技 | 0.82% | +0.59% | +1.84% | |
| 26 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.76% | +0.14% | +0.86% | |
| 27 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.76% | -0.09% | -1.91% | |
| 28 | JMOM | Jpmorgan US Momentum Factor | ETF-其他 | 0.75% | +0.02% | — | |
| 29 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.74% | -0.20% | -1.77% | |
| 30 | NSC | Norfolk Southern CORP | 股票-工業 | 0.70% | -0.07% | +2.39% | |
| 31 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.69% | +0.16% | -4.22% | |
| 32 | TSLA | Tesla Inc | 股票-循環性消費 | 0.69% | +0.07% | +1.78% | |
| 33 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.66% | +0.01% | -0.08% | |
| 34 | CHKP | Check Point Software Technologies Ltd. | 股票-科技 | 0.65% | -0.26% | -0.73% | |
| 35 | RTX | Rtx CORP | 股票-工業 | 0.63% | -0.11% | +0.10% | |
| 36 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.63% | -0.09% | -2.53% | |
| 37 | MA | Mastercard Inc - A | 股票-金融 | 0.63% | -0.03% | +13.56% | |
| 38 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.62% | -0.08% | -0.50% | |
| 39 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.62% | -0.03% | +3.14% | |
| 40 | KLAC | Kla CORP | 股票-科技 | 0.61% | +0.42% | +0.39% | |
| 41 | DBX | Dropbox Inc-class A | 股票-科技 | 0.61% | -0.41% | -8.55% | |
| 42 | CVX | Chevron CORP | 股票-能源 | 0.60% | -0.23% | +3.62% | |
| 43 | BKR | Baker Hughes Co | 股票-能源 | 0.60% | -0.17% | -0.18% | |
| 44 | PGR | Progressive CORP | 股票-金融 | 0.59% | -0.04% | +1.90% | |
| 45 | BAC | Bank Of America CORP | 股票-金融 | 0.59% | -0.09% | +3.94% | |
| 46 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.55% | -0.19% | +3.86% | |
| 47 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.54% | -0.11% | +5.64% | |
| 48 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.53% | -0.06% | -3.47% | |
| 49 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.49% | -0.07% | — | |
| 50 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.48% | -0.16% | -1.95% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +0.6% | +7.83% | 加碼 |
| 2 | VB | Vanguard Small-cap ETF | +0.4% | +3.24% | 加碼 |
| 3 | XOM | Exxon Mobil CORP | +0.3% | +2.93% | 加碼 |
| 4 | WMB | Williams Cos Inc | +0.2% | +1.25% | 加碼 |
| 5 | MPC | Marathon Petroleum CORP | +0.2% | -2.53% | 減碼 |
| 6 | LRCX | Lam Research CORP | +0.2% | +1.84% | 加碼 |
| 7 | CVX | Chevron CORP | +0.2% | +3.62% | 加碼 |
| 8 | JNJ | Johnson & Johnson | +0.2% | -2.52% | 減碼 |
| 9 | BKR | Baker Hughes Co | +0.2% | -0.18% | 減碼 |
| 10 | WMT | Walmart Inc | +0.2% | +4.11% | 加碼 |
| 11 | CTAS | Cintas CORP | +0.2% | +81.38% | 加碼 |
| 12 | MO | Altria Group Inc | +0.2% | -0.32% | 減碼 |
| 13 | AMAT | Applied Materials Inc | +0.1% | +0.20% | 加碼 |
| 14 | MCK | Mckesson CORP | +0.1% | +0.89% | 加碼 |
| 15 | KLAC | Kla CORP | +0.1% | +0.39% | 加碼 |
| 16 | MRK | Merck & Co. Inc. | +0.1% | +3.14% | 加碼 |
| 17 | EXPE | Expedia Group Inc | +0.1% | +75.43% | 加碼 |
| 18 | EOG | Eog Resources Inc | +0.1% | +5.36% | 加碼 |
| 19 | CF | Cf Industries Holdings Inc | +0.1% | -18.85% | 減碼 |
| 20 | GILD | Gilead Sciences Inc | +0.1% | -1.77% | 減碼 |
| 21 | MU | Micron Technology Inc | +0.1% | +1.97% | 加碼 |
| 22 | LMT | Lockheed Martin CORP | +0.1% | +15.07% | 加碼 |
| 23 | D | Dominion Energy Inc | +0.1% | +16.34% | 加碼 |
| 24 | CAT | Caterpillar Inc | +0.1% | +3.02% | 加碼 |
| 25 | COST | Costco Wholesale CORP | +0.1% | +7.76% | 加碼 |
| 26 | APD | Air Products & Chemicals Inc | +0.1% | +70.90% | 加碼 |
| 27 | GS | Goldman Sachs Group Inc | +0.1% | +54.19% | 加碼 |
| 28 | NEE | Nextera Energy Inc | +0.1% | +6.76% | 加碼 |
| 29 | PEP | Pepsico Inc | +0.1% | +3.86% | 加碼 |
| 30 | NVDA | Nvidia CORP | +0.1% | +5.96% | 加碼 |
| 31 | VBR | Vanguard Small-cap Value ETF | +0.1% | +4.53% | 加碼 |
| 32 | ADI | Analog Devices Inc | +0.1% | +24.67% | 加碼 |
| 33 | EQIX | Equinix Inc | +0.1% | +12.58% | 加碼 |
| 34 | KO | Coca-cola Co/the | +0.1% | +7.46% | 加碼 |
| 35 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +1.51% | 加碼 |
| 36 | MDLZ | Mondelez International Inc-a | +0.1% | +37.08% | 加碼 |
| 37 | NOC | Northrop Grumman CORP | +0.1% | -2.85% | 減碼 |
| 38 | TPR | Tapestry Inc | +0.1% | +18.73% | 加碼 |
| 39 | GEV | GE Vernova Inc | +0.1% | +4.46% | 加碼 |
| 40 | SU | Suncor Energy Inc | +0.1% | -0.50% | 減碼 |
| 41 | GLW | Corning Inc | +0.1% | -21.84% | 減碼 |
| 42 | RTX | Rtx CORP | +0.1% | +0.10% | 加碼 |
| 43 | PM | Philip Morris International | +0.1% | -1.51% | 減碼 |
| 44 | TGT | Target CORP | 0% | +13.38% | 加碼 |
| 45 | SO | Southern Co/the | 0% | +17.70% | 加碼 |
| 46 | SBUX | Starbucks CORP | 0% | +54.37% | 加碼 |
| 47 | CSCO | Cisco Systems Inc | 0% | +0.43% | 加碼 |
| 48 | AAPL | Apple Inc | 0% | +5.62% | 加碼 |
| 49 | HON | Honeywell International Inc | 0% | -1.20% | 減碼 |
| 50 | DELL | Dell Technologies -c | 0% | +2.65% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，3Chopt Investment Partners, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$5.3億，共申報了 240 個公開持股部位。
在 Q1 2026 季度，3Chopt Investment Partners, LLC 按市值排列的前三大核心持股分別為：VOO (12.5%)、NVDA (6.1%)、VB (6.0%)。其中最大持股部位 VOO 佔據整體投資組合約 12.5% 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
KMI
市值: US$32.6萬
本季最大獲利了結 / 清倉標的
WFC
前期市值: US$470.9萬
在 Q1 2026 季度中，3Chopt Investment Partners, LLC 共進行了 193 項持倉異動，包含新建倉 23 個部位、加碼 96 個部位、減碼 57 個部位以及清倉 17 個部位。 其中最大新建倉標的為 KMI。 本季清倉部位包含 WFC。
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。