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: 0001055980
申報總市值
US$37.5億
US$37.5億
3113 檔
11.3%
Ameritas Investment Partners, Inc. 在 Q1 2026 季度的美股部位總計估值為 US$37.5億，分散於 3113 個持倉標的之中，反映其市場參與廣度與投資規模。
Q1 2026 數據顯示 Ameritas Investment Partners, Inc. 積極進場，新開立 11 個部位並同步加碼 103 檔個股，反映機構在該季度的資金注入與籌碼積累。
從部位權重觀察，前 5 大標的（包含 NVDA, AAPL, MSFT）累計市值佔比達 11.3%，是驅動 Ameritas Investment Partners, Inc. 該季度整體投資組合績效表現的核心支柱。
本季最大新建倉標的
HFXI
市值: US$1168.6萬
本季最大獲利了結 / 清倉標的
CMA
前期市值: US$277.8萬
僅顯示前 200 大持股（共 3113 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 | NVDA | Nvidia CORP | 股票-科技 | 3.68% | -0.09% | -0.26% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.27% | -0.05% | -0.62% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.42% | -0.34% | +0.18% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.93% | -0.04% | +0.09% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.69% | +0.10% | -0.79% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.48% | -0.16% | -4.06% | |
| 7 | ONEV | Ss Spdr R1000 Lo Vol Foc ETF | ETF-其他 | 1.46% | -0.53% | -0.98% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 1.40% | +0.05% | -0.75% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.31% | -0.09% | +2.62% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.18% | +0.07% | +0.13% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.13% | -0.10% | -0.68% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.09% | -0.15% | +0.57% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.08% | -0.17% | -0.43% | |
| 14 | TSLA | Tesla Inc | 股票-循環性消費 | 1.07% | -0.01% | +8.33% | |
| 15 | WMT | Walmart Inc | 股票-非循環性消費 | 0.87% | -0.18% | +351.51% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.83% | -0.05% | +30.82% | |
| 17 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.77% | -0.15% | +0.32% | |
| 18 | NFLX | Netflix Inc | 股票-通訊服務 | 0.77% | -0.28% | -0.02% | |
| 19 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.73% | -0.10% | +2.71% | |
| 20 | BND | Vanguard Total Bond Market | ETF-其他 | 0.67% | -0.08% | -0.67% | |
| 21 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.62% | -0.07% | -3.00% | |
| 22 | AMD | Advanced Micro Devices | 股票-科技 | 0.60% | +0.86% | -1.00% | |
| 23 | MU | Micron Technology Inc | 股票-科技 | 0.60% | +1.17% | +13.77% | |
| 24 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.58% | -0.07% | -5.53% | |
| 25 | CSCO | Cisco Systems Inc | 股票-科技 | 0.57% | +0.14% | -3.15% | |
| 26 | YLD | Principal Act Hi Yld ETF | ETF-其他 | 0.53% | -0.05% | +3.35% | |
| 27 | CGUS | Cap Group Core Equity | ETF-其他 | 0.50% | +0.01% | -7.52% | |
| 28 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.49% | +0.05% | -1.09% | |
| 29 | WTV | Wisdomtree U.s. Value Fund | ETF-其他 | 0.48% | -0.01% | -1.68% | |
| 30 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.47% | -0.15% | +0.20% | |
| 31 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.44% | -0.11% | +0.89% | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.43% | -0.03% | +13.19% | |
| 33 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.42% | -0.02% | +0.14% | |
| 34 | XOM | Exxon Mobil CORP | 股票-能源 | 0.41% | -0.22% | -11.73% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.41% | -0.05% | -0.48% | |
| 36 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.40% | -0.12% | +4.99% | |
| 37 | FPE | Ft-preferred Secur & Inc ETF | ETF-其他 | 0.39% | -0.03% | +7.52% | |
| 38 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.38% | -0.07% | -4.89% | |
| 39 | AMAT | Applied Materials Inc | 股票-科技 | 0.38% | +0.31% | -0.06% | |
| 40 | LRCX | Lam Research CORP | 股票-科技 | 0.37% | +0.28% | -0.58% | |
| 41 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.36% | -0.03% | +5.38% | |
| 42 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 0.36% | -0.03% | +5.13% | |
| 43 | HFXI | Nyli Ftse Intl Eq Cur Ntrl | ETF-其他 | 0.36% | — | — | |
| 44 | LIN | Linde plc | 股票-原物料 | 0.35% | -0.03% | -0.18% | |
| 45 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.34% | -0.07% | -19.16% | |
| 46 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.33% | — | +1.76% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.33% | +0.01% | -12.94% | |
| 48 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.33% | -0.09% | +0.15% | |
| 49 | LMBS | First Trust Low Duration Opp | ETF-其他 | 0.31% | -0.02% | +2.97% | |
| 50 | CVX | Chevron CORP | 股票-能源 | 0.31% | -0.10% | -3.51% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | WMT | Walmart Inc | +0.7% | +351.51% | 加碼 |
| 2 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +30.82% | 加碼 |
| 3 | MU | Micron Technology Inc | +0.2% | +13.77% | 加碼 |
| 4 | COST | Costco Wholesale CORP | +0.1% | +0.32% | 加碼 |
| 5 | AMAT | Applied Materials Inc | +0.1% | -0.06% | 減碼 |
| 6 | SITM | Sitime CORP | +0.1% | +461.69% | 加碼 |
| 7 | XOM | Exxon Mobil CORP | +0.1% | -11.73% | 減碼 |
| 8 | AEIS | Advanced Energy Industries | +0.1% | +222.41% | 加碼 |
| 9 | CGDV | Cap Group Dividend Value | +0.1% | +83.92% | 加碼 |
| 10 | CVX | Chevron CORP | +0.1% | -3.51% | 減碼 |
| 11 | VEA | Vanguard Ftse Developed ETF | +0.1% | +2.62% | 加碼 |
| 12 | LRCX | Lam Research CORP | +0.1% | -0.58% | 減碼 |
| 13 | SOLS | Solstice Adv Materials Inc | +0.1% | +2924500.00% | 加碼 |
| 14 | CASY | Casey's General Stores Inc | +0.1% | +0.38% | 加碼 |
| 15 | TTMI | Ttm Technologies | +0.1% | +226.16% | 加碼 |
| 16 | INTC | Intel CORP | +0.1% | +4.62% | 加碼 |
| 17 | IGE | Ishares North American Natur | +0.1% | -0.43% | 減碼 |
| 18 | TXN | Texas Instruments Inc | +0.1% | +12.97% | 加碼 |
| 19 | FTI | TechnipFMC plc | +0.1% | +0.52% | 加碼 |
| 20 | AHR | American Healthcare Reit Inc | +0.1% | +274.27% | 加碼 |
| 21 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +13.19% | 加碼 |
| 22 | OVV | Ovintiv Inc | +0.1% | +6.83% | 加碼 |
| 23 | MOG-A | Moog Inc-class A | +0.1% | +226.22% | 加碼 |
| 24 | LIN | Linde plc | +0.1% | -0.18% | 減碼 |
| 25 | ARWR | Arrowhead Pharmaceuticals In | +0.1% | +237.45% | 加碼 |
| 26 | CTRE | Caretrust Reit Inc | +0.1% | +221.59% | 加碼 |
| 27 | KLAC | Kla CORP | +0.1% | -0.24% | 減碼 |
| 28 | WDC | Western Digital CORP | +0.1% | -0.84% | 減碼 |
| 29 | RWL | Invesco S&p 500 Revenue ETF | +0.1% | +940.32% | 加碼 |
| 30 | PR | Permian Resources Corp-cl A | +0.1% | +5.45% | 加碼 |
| 31 | ADI | Analog Devices Inc | +0.1% | +0.81% | 加碼 |
| 32 | NXT | Nextpower Inc-cl A | +0.1% | +0.41% | 加碼 |
| 33 | VZ | Verizon Communications Inc | 0% | +5.94% | 加碼 |
| 34 | ATI | Ati Inc | 0% | +18.90% | 加碼 |
| 35 | IDCC | Interdigital Inc | 0% | +221.12% | 加碼 |
| 36 | XMMO | Invesco S&p Midcap Momentum | 0% | +60.67% | 加碼 |
| 37 | HWC | Hancock Whitney CORP | 0% | +91.86% | 加碼 |
| 38 | XPO | Xpo Inc | 0% | +0.32% | 加碼 |
| 39 | NEE | Nextera Energy Inc | 0% | +1.57% | 加碼 |
| 40 | HON | Honeywell International Inc | 0% | -0.31% | 減碼 |
| 41 | CGXU | Cap Group Intl Focus | 0% | +47.95% | 加碼 |
| 42 | PEP | Pepsico Inc | 0% | +0.89% | 加碼 |
| 43 | STX | Seagate Technology Holdings plc | 0% | +1.81% | 加碼 |
| 44 | MTZ | Mastec Inc | 0% | +0.52% | 加碼 |
| 45 | FPX | First Trust US Equity Opport | 0% | +7563.16% | 加碼 |
| 46 | PSX | Phillips 66 | 0% | -1.28% | 減碼 |
| 47 | PWR | Quanta Services Inc | 0% | -0.62% | 減碼 |
| 48 | COR | Cencora Inc | 0% | +215.88% | 加碼 |
| 49 | IJR | Ishares Core S&p Small-cap E | 0% | +16.88% | 加碼 |
| 50 | CW | Curtiss-wright CORP | 0% | +0.46% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Ameritas Investment Partners, Inc. 在 Q1 2026 季度的美股持倉總市值約為 US$37.5億，共申報了 3113 個公開持股部位。
在 Q1 2026 季度，Ameritas Investment Partners, Inc. 按市值排列的前三大核心持股分別為：NVDA (3.7%)、AAPL (3.3%)、MSFT (2.4%)。其中最大持股部位 NVDA 佔據整體投資組合約 3.7% 的權重。
在 Q1 2026 季度中，Ameritas Investment Partners, Inc. 共進行了 191 項持倉異動，包含新建倉 11 個部位、加碼 103 個部位、減碼 69 個部位以及清倉 8 個部位。 其中最大新建倉標的為 HFXI。 本季清倉部位包含 CMA。
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。
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。
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。