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: 0001831187
申報總市值
US$3.0億
US$3.0億
183 檔
16.4%
截至 Q1 2026 季度末，44 Wealth Management LLC 的美股持倉估值約為 US$3.0億，全數申報部位共有 183 檔。
在 Q1 2026，44 Wealth Management LLC 展現出較為審慎的避險與獲利了結姿態。本季共減碼 93 個部位並完全清倉 28 檔持股，調降曝險的部位數量高於加碼動作。
檢視投資組合結構，前 5 大主力部位（包含 NKE, MSFT, AAPL）占據了總市值的 16.4%，展現出該機構在 Q1 2026 的重點資金聚焦與風險分佈特徵。
| # | 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 | NKE | Nike Inc -cl B | 股票-循環性消費 | 6.18% | -1.64% | — | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.23% | +0.43% | +4.07% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 2.59% | +1.17% | +3.20% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.70% | -0.02% | -6.16% | |
| 5 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.63% | +0.37% | +15.36% | |
| 6 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.57% | -0.27% | -2.55% | |
| 7 | HD | Home Depot Inc | 股票-循環性消費 | 1.50% | +0.03% | +49.24% | |
| 8 | CVX | Chevron CORP | 股票-能源 | 1.41% | -0.17% | +52.62% | |
| 9 | MDT | Medtronic plc | 股票-醫療保健 | 1.39% | -0.48% | +0.06% | |
| 10 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.37% | +1.00% | +2.00% | |
| 11 | CSCO | Cisco Systems Inc | 股票-科技 | 1.35% | +0.42% | -17.14% | |
| 12 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.19% | -0.13% | -1.21% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.17% | -0.02% | +71.79% | |
| 14 | PM | Philip Morris International | 股票-非循環性消費 | 1.15% | +0.04% | +4.12% | |
| 15 | UNP | Union Pacific CORP | 股票-工業 | 1.15% | +0.03% | -4.69% | |
| 16 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.14% | -0.02% | -1.73% | |
| 17 | IBM | Intl Business Machines CORP | 股票-科技 | 1.14% | +0.17% | -2.88% | |
| 18 | HSY | Hershey Co/the | 股票-非循環性消費 | 1.13% | -0.49% | -9.66% | |
| 19 | C | Citigroup Inc | 股票-金融 | 1.12% | +0.13% | -13.89% | |
| 20 | WFC | Wells Fargo & Co | 股票-金融 | 1.08% | -0.16% | -7.08% | |
| 21 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.05% | -0.22% | +16.44% | |
| 22 | HON | Honeywell International Inc | 股票-工業 | 1.04% | -1.04% | EXIT | |
| 23 | WMT | Walmart Inc | 股票-非循環性消費 | 1.04% | -0.14% | -4.63% | |
| 24 | BTI | British American Tob-sp Adr | 股票-非循環性消費 | 1.03% | +0.04% | +92.95% | |
| 25 | BP | Bp Plc-spons Adr | 股票-能源 | 1.02% | -0.45% | -19.87% | |
| 26 | ICE | Intercontinental Exchange In | 股票-金融 | 0.96% | -0.45% | +19.06% | |
| 27 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.94% | +0.30% | -23.85% | |
| 28 | AVGO | Broadcom Inc | 股票-科技 | 0.94% | +0.07% | -5.14% | |
| 29 | SNY | Sanofi-adr | 股票-醫療保健 | 0.93% | -0.32% | -15.19% | |
| 30 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.92% | -0.19% | -1.43% | |
| 31 | XOM | Exxon Mobil CORP | 股票-能源 | 0.91% | -0.20% | +9.13% | |
| 32 | KLAC | Kla CORP | 股票-科技 | 0.89% | +0.69% | -3.26% | |
| 33 | TPR | Tapestry Inc | 股票-循環性消費 | 0.87% | -0.87% | EXIT | |
| 34 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.84% | -0.06% | +10.73% | |
| 35 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.82% | +0.61% | -0.92% | |
| 36 | MU | Micron Technology Inc | 股票-科技 | 0.80% | +0.01% | -18.96% | |
| 37 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.78% | +0.10% | +4.28% | |
| 38 | CMI | Cummins Inc | 股票-工業 | 0.75% | +0.15% | -4.29% | |
| 39 | CAH | Cardinal Health Inc | 股票-醫療保健 | 0.75% | -0.34% | -28.55% | |
| 40 | BLK | Blackrock Inc | 股票-金融 | 0.75% | -0.06% | -1.55% | |
| 41 | WCC | Wesco International Inc | 股票-工業 | 0.72% | -0.05% | +53.03% | |
| 42 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.71% | +0.25% | -2.66% | |
| 43 | COR | Cencora Inc | 股票-醫療保健 | 0.69% | -0.16% | -2.39% | |
| 44 | UL | Unilever Plc-sponsored Adr | 股票-非循環性消費 | 0.68% | -0.02% | -1.78% | |
| 45 | FDX | Fedex CORP | 股票-工業 | 0.67% | +0.02% | +192.76% | |
| 46 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.66% | -0.12% | +6.67% | |
| 47 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.64% | +0.07% | -1.85% | |
| 48 | VIRT | Virtu Financial Inc-class A | 股票-金融 | 0.63% | +0.13% | -4.89% | |
| 49 | MA | Mastercard Inc - A | 股票-金融 | 0.60% | -0.02% | -8.15% | |
| 50 | CGGO | Cap Group Global Growth | ETF-其他 | 0.60% | +0.13% | +25.56% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CVX | Chevron CORP | +0.8% | +52.62% | 加碼 |
| 2 | BTI | British American Tob-sp Adr | +0.5% | +92.95% | 加碼 |
| 3 | FDX | Fedex CORP | +0.5% | +192.76% | 加碼 |
| 4 | HD | Home Depot Inc | +0.5% | +49.24% | 加碼 |
| 5 | JNJ | Johnson & Johnson | +0.5% | +15.36% | 加碼 |
| 6 | META | Meta Platforms Inc-class A | +0.4% | +71.79% | 加碼 |
| 7 | DIS | Walt Disney Co/the | +0.3% | +198.07% | 加碼 |
| 8 | XOM | Exxon Mobil CORP | +0.3% | +9.13% | 加碼 |
| 9 | WCC | Wesco International Inc | +0.3% | +53.03% | 加碼 |
| 10 | EOG | Eog Resources Inc | +0.3% | +51.56% | 加碼 |
| 11 | APD | Air Products & Chemicals Inc | +0.3% | +63.60% | 加碼 |
| 12 | SCHW | Schwab (charles) CORP | +0.3% | +111.72% | 加碼 |
| 13 | BAX | Baxter International Inc | +0.2% | +72.34% | 加碼 |
| 14 | EVRG | Evergy Inc | +0.2% | +96.78% | 加碼 |
| 15 | HON | Honeywell International Inc | +0.2% | +4.17% | 加碼 |
| 16 | COST | Costco Wholesale CORP | +0.2% | -1.21% | 減碼 |
| 17 | KLAC | Kla CORP | +0.2% | -3.26% | 減碼 |
| 18 | ICE | Intercontinental Exchange In | +0.2% | +19.06% | 加碼 |
| 19 | COF | Capital One Financial CORP | +0.2% | +152.31% | 加碼 |
| 20 | CFG | Citizens Financial Group | +0.2% | +103.09% | 加碼 |
| 21 | ACWI | Ishares Msci Acwi ETF | +0.2% | +139.56% | 加碼 |
| 22 | MDLZ | Mondelez International Inc-a | +0.2% | +10.73% | 加碼 |
| 23 | MSI | Motorola Solutions Inc | +0.2% | +35.92% | 加碼 |
| 24 | DVN | Devon Energy CORP | +0.2% | -4.66% | 減碼 |
| 25 | VIRT | Virtu Financial Inc-class A | +0.2% | -4.89% | 減碼 |
| 26 | GLD | Spdr Gold Shares | +0.2% | -2.55% | 減碼 |
| 27 | LMT | Lockheed Martin CORP | +0.1% | +24.23% | 加碼 |
| 28 | GEV | GE Vernova Inc | +0.1% | — | 不變 |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +58.08% | 加碼 |
| 30 | CMCSA | Comcast Corp-class A | +0.1% | +37.54% | 加碼 |
| 31 | CHTR | Charter Communications Inc-a | +0.1% | +62.04% | 加碼 |
| 32 | INTC | Intel CORP | +0.1% | +4.49% | 加碼 |
| 33 | CGGO | Cap Group Global Growth | +0.1% | +25.56% | 加碼 |
| 34 | BP | Bp Plc-spons Adr | +0.1% | -19.87% | 減碼 |
| 35 | PM | Philip Morris International | +0.1% | +4.12% | 加碼 |
| 36 | KO | Coca-cola Co/the | +0.1% | -1.73% | 減碼 |
| 37 | IFF | Intl Flavors & Fragrances | +0.1% | +46.64% | 加碼 |
| 38 | PPG | Ppg Industries Inc | +0.1% | +19.28% | 加碼 |
| 39 | GOOG | Alphabet Inc-cl C | +0.1% | +16.44% | 加碼 |
| 40 | WMT | Walmart Inc | +0.1% | -4.63% | 減碼 |
| 41 | HAS | Hasbro Inc | +0.1% | -0.42% | 減碼 |
| 42 | FBIN | Fortune Brands Innovations I | +0.1% | +119.43% | 加碼 |
| 43 | CGDV | Cap Group Dividend Value | +0.1% | +14.20% | 加碼 |
| 44 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -2.66% | 減碼 |
| 45 | TPR | Tapestry Inc | +0.1% | -4.08% | 減碼 |
| 46 | HSY | Hershey Co/the | +0.1% | -9.66% | 減碼 |
| 47 | NVS | Novartis Ag-sponsored Adr | +0.1% | +41.82% | 加碼 |
| 48 | CAT | Caterpillar Inc | +0.1% | -0.37% | 減碼 |
| 49 | KDP | Keurig Dr Pepper Inc | +0.1% | +20.90% | 加碼 |
| 50 | PG | Procter & Gamble Co/the | +0.1% | +4.28% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，44 Wealth Management LLC 在 Q1 2026 季度的美股持倉總市值約為 US$3.0億，共申報了 183 個公開持股部位。
在 Q1 2026 季度，44 Wealth Management LLC 按市值排列的前三大核心持股分別為：NKE (6.2%)、MSFT (5.2%)、AAPL (2.6%)。其中最大持股部位 NKE 佔據整體投資組合約 6.2% 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
MRK
市值: US$172.2萬
本季最大獲利了結 / 清倉標的
VTV
前期市值: US$312.1萬
在 Q1 2026 季度中，44 Wealth Management LLC 共進行了 192 項持倉異動，包含新建倉 15 個部位、加碼 56 個部位、減碼 93 個部位以及清倉 28 個部位。 其中最大新建倉標的為 MRK。 本季清倉部位包含 VTV。
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。