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: 0002053917
申報總市值
US$1.2億
US$1.2億
955 檔
26.1%
Ankerstar Wealth, LLC 在 Q1 2026 季度的美股部位總計估值為 US$1.2億，分散於 955 個持倉標的之中，反映其市場參與廣度與投資規模。
在 Q1 2026 期間，Ankerstar Wealth, LLC 展現了靈活的資產再平衡步調，透過出清 20 檔弱勢或達到目標價部位，將資金轉置於 12 檔新建倉標的之中。
從部位權重觀察，前 5 大標的（包含 USFR, BITB, GOOG）累計市值佔比達 26.1%，是驅動 Ankerstar Wealth, LLC 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 955 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 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 9.30% | +4.75% | -2.20% | |
| 2 | BITB | Bitwise Bitcoin ETF | ETF-加密貨幣 | 6.54% | -2.43% | -22.13% | |
| 3 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 6.04% | -0.20% | -6.03% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 5.59% | -2.39% | +11.51% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 5.34% | -0.50% | +0.44% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 5.32% | -0.53% | -5.29% | |
| 7 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 4.58% | -0.26% | -1.73% | |
| 8 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 4.08% | -1.27% | -9.64% | |
| 9 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 3.31% | -0.73% | +17.10% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.39% | -0.46% | +22.66% | |
| 11 | ADPV | Adaptiv Select ETF | ETF-其他 | 2.22% | -0.54% | +23.37% | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.17% | -0.34% | +36.87% | |
| 13 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 1.89% | -0.10% | +51.50% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.73% | -0.21% | +17.57% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.69% | -0.06% | +30.17% | |
| 16 | KOID | Kraneshares Global Humanoid | ETF-其他 | 1.52% | +0.33% | +57.32% | |
| 17 | NVDA | Nvidia CORP | 股票-科技 | 1.37% | -0.20% | -19.16% | |
| 18 | JTEK | Jpmorgan US Tech Leaders | ETF-科技型 | 1.07% | +0.06% | -12.41% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.00% | +0.03% | +115.88% | |
| 20 | POW | Vistasha Eletrican Sc ETF | ETF-其他 | 0.99% | +0.37% | — | |
| 21 | TXS | Texas Equity Index ETF | ETF-大型股與成長 | 0.97% | -0.24% | -36.25% | |
| 22 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.92% | -0.11% | -17.35% | |
| 23 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.84% | +0.02% | +199.57% | |
| 24 | RUSC | Rsl Inv-us Sml Cp Eqt Etf-$i | ETF-其他 | 0.81% | -0.03% | +71.14% | |
| 25 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.75% | -0.26% | -25.84% | |
| 26 | CDX | Simplify High Yield ETF | ETF-非投資等級債 | 0.63% | -0.58% | -75.92% | |
| 27 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.62% | — | +10.97% | |
| 28 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.62% | +0.53% | — | |
| 29 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 0.61% | -0.20% | -20.00% | |
| 30 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.53% | -0.11% | — | |
| 31 | VTV | Vanguard Value ETF | ETF-其他 | 0.52% | -0.07% | -35.23% | |
| 32 | CBTO | Calamos Bitcoin 80 Str-oct | ETF-加密貨幣 | 0.50% | -0.36% | -6.87% | |
| 33 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.44% | -0.07% | +48.06% | |
| 34 | HD | Home Depot Inc | 股票-循環性消費 | 0.43% | -0.04% | +42.18% | |
| 35 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密貨幣 | 0.43% | -0.14% | +835.46% | |
| 36 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.42% | — | -24.89% | |
| 37 | MSTR | Strategy Inc | 股票-科技 | 0.41% | -0.38% | +8.84% | |
| 38 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.40% | -0.15% | +55.88% | |
| 39 | HELO | Jpmorgan Hedged Equity ETF | ETF-其他 | 0.38% | +0.09% | -26.73% | |
| 40 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.36% | -0.04% | +47.58% | |
| 41 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.36% | -0.11% | +85.01% | |
| 42 | CVX | Chevron CORP | 股票-能源 | 0.35% | -0.14% | +30.91% | |
| 43 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.34% | -0.07% | -11.21% | |
| 44 | CBXO | Calamos Bitcoin 90 Str-oct | ETF-加密貨幣 | 0.33% | -0.18% | -30.08% | |
| 45 | XOM | Exxon Mobil CORP | 股票-能源 | 0.33% | -0.12% | +52.52% | |
| 46 | BND | Vanguard Total Bond Market | ETF-其他 | 0.32% | -0.13% | -30.82% | |
| 47 | O | Realty Income CORP | 股票-房地產 | 0.31% | -0.06% | +29.28% | |
| 48 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.30% | -0.03% | +96.39% | |
| 49 | GPIX | Gldm SA S&p 500 Pr In Etf-us | ETF-大型股與成長 | 0.30% | -0.09% | -49.65% | |
| 50 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.30% | -0.30% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SCHD | Schwab US Dvd Equity ETF | +0.8% | +36.87% | 加碼 |
| 2 | VCSH | Vanguard S/t CORP Bond ETF | +0.8% | +11.51% | 加碼 |
| 3 | VYMI | Vanguard Int High Dvd Yld In | +0.8% | +51.50% | 加碼 |
| 4 | COWZ | Pacer US Cash Cows 100 ETF | +0.7% | +17.10% | 加碼 |
| 5 | KOID | Kraneshares Global Humanoid | +0.6% | +57.32% | 加碼 |
| 6 | RSP | Invesco S&p 500 Equal Weight | +0.6% | +199.57% | 加碼 |
| 7 | QQQ | Invesco Qqq Trust Series 1 | +0.5% | +115.88% | 加碼 |
| 8 | ADPV | Adaptiv Select ETF | +0.5% | +23.37% | 加碼 |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | +0.5% | +22.66% | 加碼 |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | +30.17% | 加碼 |
| 11 | RUSC | Rsl Inv-us Sml Cp Eqt Etf-$i | +0.4% | +71.14% | 加碼 |
| 12 | IBIT | Ishares Bitcoin Trust ETF | +0.4% | +835.46% | 加碼 |
| 13 | USFR | Wisdomtree Floating Rate Tre | +0.3% | -2.20% | 減碼 |
| 14 | JNJ | Johnson & Johnson | +0.2% | +48.06% | 加碼 |
| 15 | PEP | Pepsico Inc | +0.2% | +85.01% | 加碼 |
| 16 | XOM | Exxon Mobil CORP | +0.2% | +52.52% | 加碼 |
| 17 | CVX | Chevron CORP | +0.2% | +30.91% | 加碼 |
| 18 | NEE | Nextera Energy Inc | +0.2% | +47.58% | 加碼 |
| 19 | JPM | Jpmorgan Chase & Co | +0.1% | +96.39% | 加碼 |
| 20 | HSY | Hershey Co/the | +0.1% | +79.67% | 加碼 |
| 21 | HD | Home Depot Inc | +0.1% | +42.18% | 加碼 |
| 22 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.1% | -1.73% | 減碼 |
| 23 | VICI | Vici Properties Inc | +0.1% | +173.82% | 加碼 |
| 24 | EQWL | Invesco S&p 100 Equal Weight | +0.1% | +70.11% | 加碼 |
| 25 | RBRK | Rubrik Inc-a | +0.1% | +186.52% | 加碼 |
| 26 | HON | Honeywell International Inc | +0.1% | +29.08% | 加碼 |
| 27 | NKE | Nike Inc -cl B | +0.1% | +55.88% | 加碼 |
| 28 | O | Realty Income CORP | +0.1% | +29.28% | 加碼 |
| 29 | KMB | Kimberly-clark CORP | +0.1% | +241.26% | 加碼 |
| 30 | PFE | Pfizer Inc | +0.1% | +54.69% | 加碼 |
| 31 | COST | Costco Wholesale CORP | +0.1% | — | 不變 |
| 32 | HRL | Hormel Foods CORP | +0.1% | +241.46% | 加碼 |
| 33 | UNH | Unitedhealth Group Inc | +0.1% | +584.62% | 加碼 |
| 34 | NFLX | Netflix Inc | +0.1% | +1066.67% | 加碼 |
| 35 | CSX | Csx CORP | +0.1% | +69.54% | 加碼 |
| 36 | MCD | Mcdonald's CORP | +0.1% | +93.72% | 加碼 |
| 37 | ELV | Elevance Health Inc | +0.1% | +83.07% | 加碼 |
| 38 | D | Dominion Energy Inc | +0.1% | +72.14% | 加碼 |
| 39 | SBUX | Starbucks CORP | +0.1% | +75.03% | 加碼 |
| 40 | ADP | Automatic Data Processing | +0.1% | +179.55% | 加碼 |
| 41 | CAT | Caterpillar Inc | +0.1% | +69.33% | 加碼 |
| 42 | QTUM | Defiance Quantum ETF | +0.1% | +26.61% | 加碼 |
| 43 | CPB | THE Campbell's Company | +0.1% | +221.40% | 加碼 |
| 44 | AFL | Aflac Inc | +0.1% | +96.55% | 加碼 |
| 45 | TFII | Tfi International Inc | +0.1% | +177.63% | 加碼 |
| 46 | TGT | Target CORP | +0.1% | +60.14% | 加碼 |
| 47 | CARR | Carrier Global CORP | +0.1% | +148.76% | 加碼 |
| 48 | PYPL | Paypal Holdings Inc | +0.1% | +122.16% | 加碼 |
| 49 | SYY | Sysco CORP | 0% | +517.24% | 加碼 |
| 50 | UNP | Union Pacific CORP | 0% | +96.25% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Ankerstar Wealth, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$1.2億，共申報了 955 個公開持股部位。
在 Q1 2026 季度，Ankerstar Wealth, LLC 按市值排列的前三大核心持股分別為：USFR (9.3%)、BITB (6.5%)、GOOG (6.0%)。其中最大持股部位 USFR 佔據整體投資組合約 9.3% 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
POW
市值: US$93.6萬
本季最大獲利了結 / 清倉標的
INTC
前期市值: US$18.5萬
在 Q1 2026 季度中，Ankerstar Wealth, LLC 共進行了 196 項持倉異動，包含新建倉 12 個部位、加碼 78 個部位、減碼 86 個部位以及清倉 20 個部位。 其中最大新建倉標的為 POW。 本季清倉部位包含 INTC。
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。