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: 0000712050
申報總市值
US$10.1億
US$10.1億
311 檔
23.4%
Altfest L J & Co Inc 在 Q2 2026 季度的美股部位總計估值為 US$10.1億，分散於 311 個持倉標的之中，反映其市場參與廣度與投資規模。
在 Q2 2026 期間，Altfest L J & Co Inc 展現了靈活的資產再平衡步調，透過出清 49 檔弱勢或達到目標價部位，將資金轉置於 36 檔新建倉標的之中。
在資產配置集中度方面，Altfest L J & Co Inc 的前 5 大核心持股（包含 QQQM, MINV, VTIP 等）合計佔整體申報市值的 23.4%，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 311 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 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 5.63% | +0.13% | -1.73% | |
| 2 | MINV | Matthews Asia Innovators Act | ETF-其他 | 5.12% | -1.02% | -1.74% | |
| 3 | VTIP | Vanguard Short-term Tips | ETF-其他 | 4.15% | +1.10% | -15.19% | |
| 4 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 3.98% | +0.11% | +2.47% | |
| 5 | EMLP | First Trust North American E | ETF-其他 | 3.94% | -0.09% | -2.64% | |
| 6 | UTEN | F/m US Treasury 10 Year Note | ETF-政府公債 | 3.48% | -0.06% | +1.28% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 2.95% | +0.47% | -2.30% | |
| 8 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 2.85% | +0.02% | +3.54% | |
| 9 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 2.67% | -1.44% | +1056.96% | |
| 10 | USAR | USA Rare Earth Inc | 股票-其他 | 2.64% | -0.88% | +7.84% | |
| 11 | VHT | Vanguard Health Care ETF | ETF-其他 | 2.36% | +0.11% | +1318.41% | |
| 12 | GBIL | Goldman Sachs Access Treasur | ETF-避險與商品 | 2.13% | -0.73% | +25.06% | |
| 13 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-其他 | 1.92% | — | +2.70% | |
| 14 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.78% | -0.48% | +29.89% | |
| 15 | FHLC | Fidelity Msci Health Care | ETF-其他 | 1.74% | -0.33% | +8.79% | |
| 16 | PAVE | Global X US Infrastructure | ETF-其他 | 1.45% | -0.13% | -1.06% | |
| 17 | LTPZ | Pimco 15+ Yr US Tips Indx | ETF-其他 | 1.40% | +0.36% | +3.37% | |
| 18 | RSPD | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.40% | -1.40% | EXIT | |
| 19 | MCHS | Matth Ch Innovators Activ-ui | ETF-其他 | 1.33% | -0.43% | — | |
| 20 | ✓ | 股票-其他 | 1.23% | -1.23% | EXIT | ||
| 21 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.22% | +0.34% | +9.64% | |
| 22 | KRE | Ss Spdr S&p Regional Bank | ETF-其他 | 1.17% | -0.28% | -12.30% | |
| 23 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 1.15% | -0.40% | +120.13% | |
| 24 | XSD | Ss Spdr S&p Semiconductor | ETF-其他 | 1.07% | -0.08% | +26.10% | |
| 25 | MBS | Angel Oak Mortg-bcked Se ETF | ETF-其他 | 1.03% | -1.00% | -28.95% | |
| 26 | TUA | Sim St Treas Fut Strat ETF | ETF-其他 | 1.02% | +0.23% | -22.64% | |
| 27 | NVDA | Nvidia CORP | 股票-科技 | 0.90% | +0.09% | -15.15% | |
| 28 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.85% | -0.18% | +7.79% | |
| 29 | OLP | One Liberty Properties Inc | 股票-其他 | 0.85% | -0.06% | — | |
| 30 | INDA | Ishares Msci India ETF | ETF-其他 | 0.79% | -0.40% | +44.52% | |
| 31 | MSFT | Microsoft CORP | 股票-科技 | 0.77% | +0.96% | -15.18% | |
| 32 | IHI | Ishares U.s. Medical Devices | ETF-其他 | 0.75% | -0.20% | +53.84% | |
| 33 | EWJV | Ishares Msci Japan Value ETF | ETF-其他 | 0.75% | -0.28% | — | |
| 34 | IYZ | Ishares US Telecommunication | ETF-其他 | 0.74% | -0.74% | EXIT | |
| 35 | MU | Micron Technology Inc | 股票-科技 | 0.72% | -0.39% | +8.34% | |
| 36 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.63% | -0.02% | +30.40% | |
| 37 | GVAL | Cambria Global Value ETF | ETF-其他 | 0.62% | +0.06% | +0.95% | |
| 38 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.59% | +0.02% | -0.81% | |
| 39 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.58% | +0.02% | -2.48% | |
| 40 | GEV | GE Vernova Inc | 股票-工業 | 0.56% | -0.27% | -12.22% | |
| 41 | MFEM | Pimco Rafi Dynamic Multi-fac | ETF-其他 | 0.55% | -0.52% | -5.03% | |
| 42 | RONB | Baron First Principles ETF | ETF-其他 | 0.55% | -0.55% | EXIT | |
| 43 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.54% | +0.28% | -24.99% | |
| 44 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 0.49% | -0.08% | -83.99% | |
| 45 | ARGT | Global X Msci Argentina ETF | ETF-其他 | 0.49% | -0.49% | EXIT | |
| 46 | NYF | Ishares New York Muni Bond E | ETF-其他 | 0.48% | +0.01% | +46.90% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.42% | +0.06% | -1.68% | |
| 48 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.40% | — | -1.84% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.39% | — | -4.96% | |
| 50 | AXON | Axon Enterprise Inc | 股票-工業 | 0.35% | -0.08% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +2.4% | +1056.96% | 加碼 |
| 2 | VHT | Vanguard Health Care ETF | +2.2% | +1318.41% | 加碼 |
| 3 | MINV | Matthews Asia Innovators Act | +1.3% | -1.74% | 減碼 |
| 4 | MCHS | Matth Ch Innovators Activ-ui | +1.3% | NEW | 新建倉 |
| 5 | ✓ | +1.2% | NEW | 新建倉 | |
| 6 | USAR | USA Rare Earth Inc | +0.8% | +7.84% | 加碼 |
| 7 | EWJV | Ishares Msci Japan Value ETF | +0.8% | NEW | 新建倉 |
| 8 | RSPD | Invesco S&p 500 Equal Weight | +0.7% | +119.32% | 加碼 |
| 9 | XBI | Ss Spdr S&p Biotech ETF | +0.7% | +120.13% | 加碼 |
| 10 | QQQM | Invesco Nasdaq 100 ETF | +0.7% | -1.73% | 減碼 |
| 11 | LLY | Eli Lilly & Co | +0.6% | +29.89% | 加碼 |
| 12 | XSD | Ss Spdr S&p Semiconductor | +0.6% | +26.10% | 加碼 |
| 13 | RONB | Baron First Principles ETF | +0.6% | NEW | 新建倉 |
| 14 | MU | Micron Technology Inc | +0.5% | +8.34% | 加碼 |
| 15 | ✓ | +0.3% | NEW | 新建倉 | |
| 16 | UNH | Unitedhealth Group Inc | +0.3% | +592.27% | 加碼 |
| 17 | XLP | Ss Consumer Staples Sel Sect | +0.3% | NEW | 新建倉 |
| 18 | GBIL | Goldman Sachs Access Treasur | +0.3% | +25.06% | 加碼 |
| 19 | ✓ | +0.3% | NEW | 新建倉 | |
| 20 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +7.79% | 加碼 |
| 21 | INDA | Ishares Msci India ETF | +0.2% | +44.52% | 加碼 |
| 22 | BX | Blackstone Inc | +0.2% | NEW | 新建倉 |
| 23 | DE | Deere & Co | +0.2% | NEW | 新建倉 |
| 24 | IYZ | Ishares US Telecommunication | +0.2% | +37.48% | 加碼 |
| 25 | H | Hyatt Hotels CORP - Cl A | +0.2% | NEW | 新建倉 |
| 26 | IHI | Ishares U.s. Medical Devices | +0.2% | +53.84% | 加碼 |
| 27 | ABBV | Abbvie Inc | +0.2% | +30.40% | 加碼 |
| 28 | PGR | Progressive CORP | +0.2% | +655.98% | 加碼 |
| 29 | AMZN | Amazon.com Inc | +0.2% | +9.64% | 加碼 |
| 30 | BE | Bloom Energy Corp- A | +0.1% | -7.82% | 減碼 |
| 31 | INTC | Intel CORP | +0.1% | +0.22% | 加碼 |
| 32 | HXL | Hexcel CORP | +0.1% | NEW | 新建倉 |
| 33 | FHLC | Fidelity Msci Health Care | +0.1% | +8.79% | 加碼 |
| 34 | CNC | Centene CORP | +0.1% | NEW | 新建倉 |
| 35 | NYF | Ishares New York Muni Bond E | +0.1% | +46.90% | 加碼 |
| 36 | TMO | Thermo Fisher Scientific Inc | +0.1% | +65.95% | 加碼 |
| 37 | WAT | Waters CORP | +0.1% | NEW | 新建倉 |
| 38 | KLAC | Kla CORP | +0.1% | +905.63% | 加碼 |
| 39 | A | Agilent Technologies Inc | +0.1% | NEW | 新建倉 |
| 40 | AEP | American Electric Power | +0.1% | +308.68% | 加碼 |
| 41 | CSCO | Cisco Systems Inc | +0.1% | +5.27% | 加碼 |
| 42 | STM | Stmicroelectronics Nv-ny Shs | +0.1% | -5.61% | 減碼 |
| 43 | VMC | Vulcan Materials Co | +0.1% | +63.13% | 加碼 |
| 44 | CDNS | Cadence Design Sys Inc | +0.1% | NEW | 新建倉 |
| 45 | RH | Rh | +0.1% | NEW | 新建倉 |
| 46 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | +306.00% | 加碼 |
| 47 | ✓ | Ferrovial Se | +0.1% | +54.35% | 加碼 |
| 48 | MCHP | Microchip Technology Inc | +0.1% | +40.29% | 加碼 |
| 49 | LSCC | Lattice Semiconductor CORP | +0.1% | NEW | 新建倉 |
| 50 | SNPS | Synopsys Inc | +0.1% | +221.61% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Altfest L J & Co Inc 在 Q2 2026 季度的美股持倉總市值約為 US$10.1億，共申報了 311 個公開持股部位。
在 Q2 2026 季度，Altfest L J & Co Inc 按市值排列的前三大核心持股分別為：QQQM (5.6%)、MINV (5.1%)、VTIP (4.2%)。其中最大持股部位 QQQM 佔據整體投資組合約 5.6% 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
MCHS
市值: US$1375.7萬
本季最大獲利了結 / 清倉標的
EWZ
前期市值: US$996.4萬
在 Q2 2026 季度中，Altfest L J & Co Inc 共進行了 197 項持倉異動，包含新建倉 36 個部位、加碼 53 個部位、減碼 59 個部位以及清倉 49 個部位。 其中最大新建倉標的為 MCHS。 本季清倉部位包含 EWZ。
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。