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: 0001853401
申報總市值
US$6.7億
US$6.7億
126 檔
17.4%
在 Q1 2026 申報期間，Advocate Group LLC（CIK: 0001853401）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$6.7億，共持有 126 個公開申報部位。
從 Q1 2026 申報觀察，Advocate Group LLC 採取防禦導向的調倉策略，本季減碼 61 檔個股並出清 3 檔部位，顯示機構在該時期進行風險控制與流動性回收。
從部位權重觀察，前 5 大標的（包含 VEA, VV, GIS）累計市值佔比達 17.4%，是驅動 Advocate Group LLC 該季度整體投資組合績效表現的核心支柱。
| # | 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 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 5.42% | +0.26% | +4.18% | |
| 2 | VV | Vanguard Large-cap ETF | ETF-其他 | 4.25% | +0.01% | +9.97% | |
| 3 | GIS | General Mills Inc | 股票-非循環性消費 | 3.19% | -0.39% | +1.34% | |
| 4 | VZ | Verizon Communications Inc | 股票-通訊服務 | 2.67% | -0.41% | +1.36% | |
| 5 | ABBV | Abbvie Inc | 股票-醫療保健 | 2.57% | +0.27% | -0.71% | |
| 6 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.48% | -0.14% | -2.47% | |
| 7 | CVX | Chevron CORP | 股票-能源 | 2.31% | -0.58% | -0.06% | |
| 8 | ENB | Enbridge Inc | 股票-能源 | 2.01% | -0.16% | -0.42% | |
| 9 | CSCO | Cisco Systems Inc | 股票-科技 | 1.96% | +0.41% | -3.45% | |
| 10 | VTIP | Vanguard Short-term Tips | ETF-其他 | 1.86% | +0.09% | +29.96% | |
| 11 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.83% | -0.08% | -1.48% | |
| 12 | EVRG | Evergy Inc | 股票-公用事業 | 1.81% | -0.15% | -0.05% | |
| 13 | SCHR | Schwab Intermediate-term US | ETF-其他 | 1.68% | +0.08% | +6.07% | |
| 14 | TGT | Target CORP | 股票-循環性消費 | 1.62% | -0.25% | +0.41% | |
| 15 | CAT | Caterpillar Inc | 股票-工業 | 1.61% | +0.27% | -5.73% | |
| 16 | EMR | Emerson Electric Co | 股票-工業 | 1.60% | +0.05% | -0.34% | |
| 17 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 1.58% | -0.19% | +0.78% | |
| 18 | DUK | Duke Energy CORP | 股票-公用事業 | 1.57% | -0.08% | +1.94% | |
| 19 | PFE | Pfizer Inc | 股票-醫療保健 | 1.56% | -0.13% | +1.88% | |
| 20 | AAPL | Apple Inc | 股票-科技 | 1.55% | +0.09% | -2.34% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.53% | +0.01% | -3.84% | |
| 22 | CMI | Cummins Inc | 股票-工業 | 1.53% | -0.01% | -6.19% | |
| 23 | MDT | Medtronic plc | 股票-醫療保健 | 1.51% | -0.02% | -0.07% | |
| 24 | MS | Morgan Stanley | 股票-金融 | 1.47% | +0.14% | -6.71% | |
| 25 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.46% | -0.03% | +14.97% | |
| 26 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.44% | -0.11% | -2.55% | |
| 27 | IBM | Intl Business Machines CORP | 股票-科技 | 1.44% | +0.10% | -2.74% | |
| 28 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.43% | -0.25% | -1.46% | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.42% | +0.09% | +6.47% | |
| 30 | CB | Chubb Limited | 股票-金融 | 1.42% | — | +3.45% | |
| 31 | KR | Kroger Co | 股票-非循環性消費 | 1.41% | -0.37% | -1.67% | |
| 32 | NTR | Nutrien LTD | 股票-原物料 | 1.40% | -0.33% | -3.27% | |
| 33 | UNP | Union Pacific CORP | 股票-工業 | 1.33% | +0.08% | -14.90% | |
| 34 | SO | Southern Co/the | 股票-公用事業 | 1.30% | +0.16% | +0.04% | |
| 35 | MSFT | Microsoft CORP | 股票-科技 | 1.26% | +0.08% | -0.83% | |
| 36 | D | Dominion Energy Inc | 股票-公用事業 | 1.20% | +0.07% | -0.60% | |
| 37 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.19% | +0.13% | +12.34% | |
| 38 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 1.05% | -0.32% | +8.81% | |
| 39 | TXN | Texas Instruments Inc | 股票-科技 | 1.03% | +0.13% | -0.41% | |
| 40 | UPS | United Parcel Service-cl B | 股票-工業 | 1.02% | +0.04% | -22.31% | |
| 41 | HD | Home Depot Inc | 股票-循環性消費 | 1.01% | +0.26% | -0.84% | |
| 42 | WPC | Wp Carey Inc | 股票-房地產 | 0.97% | +0.06% | +4.88% | |
| 43 | SHEL | Shell Plc-adr | 股票-能源 | 0.97% | -0.23% | -0.28% | |
| 44 | BP | Bp Plc-spons Adr | 股票-能源 | 0.96% | -0.28% | -0.80% | |
| 45 | UL | Unilever Plc-sponsored Adr | 股票-非循環性消費 | 0.96% | +0.18% | +1.72% | |
| 46 | AVGO | Broadcom Inc | 股票-科技 | 0.94% | +0.06% | -2.50% | |
| 47 | PSA | Public Storage | 股票-房地產 | 0.93% | +0.20% | +7.64% | |
| 48 | AVB | Avalonbay Communities Inc | 股票-房地產 | 0.91% | +0.40% | +33.91% | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.91% | -0.07% | -1.16% | |
| 50 | XEL | Xcel Energy Inc | 股票-公用事業 | 0.91% | +0.23% | +11.81% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CVX | Chevron CORP | +0.6% | -0.06% | 減碼 |
| 2 | VZ | Verizon Communications Inc | +0.5% | +1.36% | 加碼 |
| 3 | VTIP | Vanguard Short-term Tips | +0.4% | +29.96% | 加碼 |
| 4 | LYB | LyondellBasell Industries N.V. | +0.4% | -0.72% | 減碼 |
| 5 | TGT | Target CORP | +0.3% | +0.41% | 加碼 |
| 6 | JNJ | Johnson & Johnson | +0.3% | -2.47% | 減碼 |
| 7 | HRL | Hormel Foods CORP | +0.2% | +76.25% | 加碼 |
| 8 | BP | Bp Plc-spons Adr | +0.2% | -0.80% | 減碼 |
| 9 | CAT | Caterpillar Inc | +0.2% | -5.73% | 減碼 |
| 10 | NTR | Nutrien LTD | +0.2% | -3.27% | 減碼 |
| 11 | SHEL | Shell Plc-adr | +0.2% | -0.28% | 減碼 |
| 12 | VEA | Vanguard Ftse Developed ETF | +0.2% | +4.18% | 加碼 |
| 13 | ENB | Enbridge Inc | +0.2% | -0.42% | 減碼 |
| 14 | PFE | Pfizer Inc | +0.2% | +1.88% | 加碼 |
| 15 | PG | Procter & Gamble Co/the | +0.2% | +14.97% | 加碼 |
| 16 | EVRG | Evergy Inc | +0.2% | -0.05% | 減碼 |
| 17 | MRK | Merck & Co. Inc. | +0.2% | -1.48% | 減碼 |
| 18 | DUK | Duke Energy CORP | +0.2% | +1.94% | 加碼 |
| 19 | BMY | Bristol-myers Squibb Co | +0.1% | +0.78% | 加碼 |
| 20 | KR | Kroger Co | +0.1% | -1.67% | 減碼 |
| 21 | AVB | Avalonbay Communities Inc | +0.1% | +33.91% | 加碼 |
| 22 | XEL | Xcel Energy Inc | +0.1% | +11.81% | 加碼 |
| 23 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +12.34% | 加碼 |
| 24 | AMAT | Applied Materials Inc | +0.1% | -0.54% | 減碼 |
| 25 | SO | Southern Co/the | +0.1% | +0.04% | 加碼 |
| 26 | PSA | Public Storage | +0.1% | +7.64% | 加碼 |
| 27 | NEE | Nextera Energy Inc | +0.1% | -0.85% | 減碼 |
| 28 | TXN | Texas Instruments Inc | +0.1% | -0.41% | 減碼 |
| 29 | FCX | Freeport-mcmoran Inc | +0.1% | -2.78% | 減碼 |
| 30 | CB | Chubb Limited | +0.1% | +3.45% | 加碼 |
| 31 | WPC | Wp Carey Inc | +0.1% | +4.88% | 加碼 |
| 32 | RIO | Rio Tinto Plc-spon Adr | +0.1% | -3.00% | 減碼 |
| 33 | PLD | Prologis Inc | +0.1% | +6.10% | 加碼 |
| 34 | DE | Deere & Co | +0.1% | — | 不變 |
| 35 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +6.47% | 加碼 |
| 36 | MINT | Pimco Enhanced Short Maturit | +0.1% | +8.81% | 加碼 |
| 37 | VV | Vanguard Large-cap ETF | 0% | +9.97% | 加碼 |
| 38 | SCHR | Schwab Intermediate-term US | 0% | +6.07% | 加碼 |
| 39 | VO | Vanguard Mid-cap ETF | 0% | +10.03% | 加碼 |
| 40 | FAST | Fastenal Co | 0% | — | 不變 |
| 41 | D | Dominion Energy Inc | 0% | -0.60% | 減碼 |
| 42 | WMT | Walmart Inc | 0% | -2.68% | 減碼 |
| 43 | VB | Vanguard Small-cap ETF | 0% | +8.01% | 加碼 |
| 44 | COP | Conocophillips | 0% | -1.33% | 減碼 |
| 45 | ADM | Archer-daniels-midland Co | 0% | — | 不變 |
| 46 | AMGN | Amgen Inc | 0% | -0.35% | 減碼 |
| 47 | UAMY | United States Antimony CORP | 0% | — | 不變 |
| 48 | DLR | Digital Realty Trust Inc | 0% | -2.62% | 減碼 |
| 49 | KO | Coca-cola Co/the | 0% | -0.55% | 減碼 |
| 50 | XOM | Exxon Mobil CORP | 0% | -21.87% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Advocate Group LLC 在 Q1 2026 季度的美股持倉總市值約為 US$6.7億，共申報了 126 個公開持股部位。
在 Q1 2026 季度，Advocate Group LLC 按市值排列的前三大核心持股分別為：VEA (5.4%)、VV (4.3%)、GIS (3.2%)。其中最大持股部位 VEA 佔據整體投資組合約 5.4% 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
UDR
市值: US$353.0萬
本季最大獲利了結 / 清倉標的
GPK
前期市值: US$503.7萬
在 Q1 2026 季度中，Advocate Group LLC 共進行了 106 項持倉異動，包含新建倉 6 個部位、加碼 36 個部位、減碼 61 個部位以及清倉 3 個部位。 其中最大新建倉標的為 UDR。 本季清倉部位包含 GPK。
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。