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: 0002109121
申報總市值
US$7.6億
US$7.6億
177 檔
43.5%
截至 Q1 2026 季度末，Alvarez & Marsal Private Wealth Partners, LLC 的美股持倉估值約為 US$7.6億，全數申報部位共有 177 檔。
觀察 Q1 2026 的申報異動，Alvarez & Marsal Private Wealth Partners, LLC 採取了強勁的買進策略，建倉與加碼動作（合計 142 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
整體而言，Alvarez & Marsal Private Wealth Partners, LLC 的前 5 大持股（包含 SPHQ, VTEB, SPY）貢獻了組合市值的 43.5%，形成該機構在 Q1 2026 季度的基本面基石。
| # | 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 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股與成長 | 10.10% | +1.16% | +23.54% | |
| 2 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 10.01% | -0.87% | — | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 9.56% | +0.75% | — | |
| 4 | QLTY | Gmo U.s. Quality ETF | ETF-其他 | 8.78% | +0.60% | +81.37% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 7.83% | +1.56% | — | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 5.77% | +0.42% | — | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 5.13% | +0.81% | +5.76% | |
| 8 | RTX | Rtx CORP | 股票-工業 | 4.76% | -0.36% | +0.69% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 4.09% | -0.26% | +12.28% | |
| 10 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 3.93% | +0.69% | — | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 3.72% | +0.23% | -1.41% | |
| 12 | GLDM | Spdr Gold Minishares Trust | ETF-避險與商品 | 3.12% | -0.61% | — | |
| 13 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 2.17% | +0.06% | — | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.14% | -0.05% | +6.74% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.28% | +0.31% | +2969.39% | |
| 16 | TPL | Texas Pacific Land CORP | 股票-能源 | 1.21% | -0.17% | +0.78% | |
| 17 | AAPL | Apple Inc | 股票-科技 | 1.09% | +0.10% | +126.31% | |
| 18 | NVDA | Nvidia CORP | 股票-科技 | 1.08% | +0.10% | +152.42% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.84% | +0.08% | — | |
| 20 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.81% | -0.16% | — | |
| 21 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.58% | +0.04% | +122.30% | |
| 22 | AVGO | Broadcom Inc | 股票-科技 | 0.52% | +0.08% | +57.08% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.40% | -0.26% | +129.62% | |
| 24 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.36% | +0.05% | +157.21% | |
| 25 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.34% | -0.01% | — | |
| 26 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.34% | -0.04% | +120.02% | |
| 27 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.31% | +0.06% | — | |
| 28 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.22% | +0.04% | +98.97% | |
| 29 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.22% | +0.03% | — | |
| 30 | TSLA | Tesla Inc | 股票-循環性消費 | 0.22% | -0.22% | EXIT | |
| 31 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.20% | -0.04% | — | |
| 32 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.20% | -0.20% | EXIT | |
| 33 | XOM | Exxon Mobil CORP | 股票-能源 | 0.18% | -0.18% | EXIT | |
| 34 | WMT | Walmart Inc | 股票-非循環性消費 | 0.18% | -0.12% | +48.26% | |
| 35 | MA | Mastercard Inc - A | 股票-金融 | 0.17% | — | +53.11% | |
| 36 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.17% | -0.11% | +75.92% | |
| 37 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.17% | -0.09% | +33.41% | |
| 38 | BND | Vanguard Total Bond Market | ETF-其他 | 0.16% | -0.01% | — | |
| 39 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.14% | -0.01% | +733.27% | |
| 40 | CSCO | Cisco Systems Inc | 股票-科技 | 0.14% | -0.09% | +231.16% | |
| 41 | MS | Morgan Stanley | 股票-金融 | 0.13% | -0.02% | +14.18% | |
| 42 | NFLX | Netflix Inc | 股票-通訊服務 | 0.13% | -0.04% | +49.92% | |
| 43 | ETN | Eaton Corporation plc | 股票-工業 | 0.11% | -0.06% | +112.73% | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.11% | +0.02% | +72.90% | |
| 45 | KLAC | Kla CORP | 股票-科技 | 0.11% | +0.09% | +53.22% | |
| 46 | AMAT | Applied Materials Inc | 股票-科技 | 0.10% | -0.10% | EXIT | |
| 47 | CAT | Caterpillar Inc | 股票-工業 | 0.10% | -0.10% | EXIT | |
| 48 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 0.10% | -0.01% | — | |
| 49 | USB | US Bancorp | 股票-金融 | 0.09% | +0.01% | +35366.67% | |
| 50 | HD | Home Depot Inc | 股票-循環性消費 | 0.09% | — | +63.55% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | QLTY | Gmo U.s. Quality ETF | +1.8% | +81.37% | 加碼 |
| 2 | IEMG | Ishares Core Msci Emerging | +1.2% | +2969.39% | 加碼 |
| 3 | NVDA | Nvidia CORP | +0.5% | +152.42% | 加碼 |
| 4 | AAPL | Apple Inc | +0.4% | +126.31% | 加碼 |
| 5 | TPL | Texas Pacific Land CORP | +0.2% | +0.78% | 加碼 |
| 6 | AMZN | Amazon.com Inc | +0.2% | +122.30% | 加碼 |
| 7 | TSLA | Tesla Inc | +0.2% | +584.58% | 加碼 |
| 8 | GOOG | Alphabet Inc-cl C | +0.2% | +157.21% | 加碼 |
| 9 | JPM | Jpmorgan Chase & Co | +0.1% | +129.62% | 加碼 |
| 10 | JNJ | Johnson & Johnson | +0.1% | +733.27% | 加碼 |
| 11 | META | Meta Platforms Inc-class A | +0.1% | +120.02% | 加碼 |
| 12 | USB | US Bancorp | +0.1% | +35366.67% | 加碼 |
| 13 | CSCO | Cisco Systems Inc | +0.1% | +231.16% | 加碼 |
| 14 | MRK | Merck & Co. Inc. | +0.1% | +813.61% | 加碼 |
| 15 | ETN | Eaton Corporation plc | +0.1% | +112.73% | 加碼 |
| 16 | LRCX | Lam Research CORP | +0.1% | +333.04% | 加碼 |
| 17 | CVX | Chevron CORP | +0.1% | +96.47% | 加碼 |
| 18 | PG | Procter & Gamble Co/the | +0.1% | +706.29% | 加碼 |
| 19 | LLY | Eli Lilly & Co | 0% | +98.97% | 加碼 |
| 20 | KO | Coca-cola Co/the | 0% | +668.39% | 加碼 |
| 21 | WMT | Walmart Inc | 0% | +48.26% | 加碼 |
| 22 | ABBV | Abbvie Inc | 0% | +75.92% | 加碼 |
| 23 | KLAC | Kla CORP | 0% | +53.22% | 加碼 |
| 24 | ORCL | Oracle CORP | 0% | +213.97% | 加碼 |
| 25 | ACN | Accenture plc | 0% | +625.13% | 加碼 |
| 26 | ABT | Abbott Laboratories | 0% | +380.89% | 加碼 |
| 27 | COST | Costco Wholesale CORP | 0% | +33.41% | 加碼 |
| 28 | VWO | Vanguard Ftse Emerging Marke | 0% | +72.90% | 加碼 |
| 29 | ADI | Analog Devices Inc | 0% | +61.71% | 加碼 |
| 30 | UBER | Uber Technologies Inc | 0% | +294.74% | 加碼 |
| 31 | UNH | Unitedhealth Group Inc | 0% | +174.39% | 加碼 |
| 32 | DIS | Walt Disney Co/the | 0% | +230.58% | 加碼 |
| 33 | AVGO | Broadcom Inc | 0% | +57.08% | 加碼 |
| 34 | NFLX | Netflix Inc | 0% | +49.92% | 加碼 |
| 35 | HD | Home Depot Inc | 0% | +63.55% | 加碼 |
| 36 | CB | Chubb Limited | 0% | +45.35% | 加碼 |
| 37 | VRT | Vertiv Holdings Co-a | 0% | — | 不變 |
| 38 | BLK | Blackrock Inc | 0% | +83.11% | 加碼 |
| 39 | HON | Honeywell International Inc | 0% | +142.21% | 加碼 |
| 40 | AMGN | Amgen Inc | — | +20.79% | 加碼 |
| 41 | CRM | Salesforce Inc | — | +79.53% | 加碼 |
| 42 | PEP | Pepsico Inc | — | +24.03% | 加碼 |
| 43 | TSM | Taiwan Semiconductor-sp Adr | — | — | 不變 |
| 44 | MA | Mastercard Inc - A | 0% | +53.11% | 加碼 |
| 45 | TJX | Tjx Companies Inc | 0% | +20.35% | 加碼 |
| 46 | VLO | Valero Energy CORP | 0% | -19.86% | 減碼 |
| 47 | VRTX | Vertex Pharmaceuticals Inc | 0% | +28.17% | 加碼 |
| 48 | ANET | Arista Networks Inc | 0% | +17.99% | 加碼 |
| 49 | DHR | Danaher CORP | 0% | +35.37% | 加碼 |
| 50 | LNG | Cheniere Energy Inc | 0% | -20.93% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Alvarez & Marsal Private Wealth Partners, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$7.6億，共申報了 177 個公開持股部位。
在 Q1 2026 季度，Alvarez & Marsal Private Wealth Partners, LLC 按市值排列的前三大核心持股分別為：SPHQ (10.1%)、VTEB (10.0%)、SPY (9.6%)。其中最大持股部位 SPHQ 佔據整體投資組合約 10.1% 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
VTEB
市值: US$7126.9萬
本季最大獲利了結 / 清倉標的
BIL
前期市值: US$913.8萬
在 Q1 2026 季度中，Alvarez & Marsal Private Wealth Partners, LLC 共進行了 167 項持倉異動，包含新建倉 80 個部位、加碼 62 個部位、減碼 10 個部位以及清倉 15 個部位。 其中最大新建倉標的為 VTEB。 本季清倉部位包含 BIL。
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。