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: 0001913842
申報總市值
US$2.1億
US$2.1億
120 檔
13.5%
在 Q1 2026 申報期間，apricus wealth, LLC（CIK: 0001913842）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$2.1億，共持有 120 個公開申報部位。
數據顯示 apricus wealth, LLC 於 Q1 2026 季度持續回收資金，對 53 個既有部位進行裁減並清倉 9 個標的，組合整體流動性比重有所上升。
在資產配置集中度方面，apricus wealth, LLC 的前 5 大核心持股（包含 CVX, BG, STT 等）合計佔整體申報市值的 13.5%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | CVX | Chevron CORP | 股票-能源 | 3.48% | -0.71% | -2.14% | |
| 2 | BG | Bunge Global SA | 股票-非循環性消費 | 3.12% | -0.66% | -4.31% | |
| 3 | STT | State Street CORP | 股票-金融 | 2.42% | -0.55% | -8.80% | |
| 4 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 2.39% | +0.14% | -33.67% | |
| 5 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.33% | +0.06% | -4.41% | |
| 6 | ADM | Archer-daniels-midland Co | 股票-非循環性消費 | 2.27% | -0.04% | -3.03% | |
| 7 | C | Citigroup Inc | 股票-金融 | 2.27% | -0.52% | -9.89% | |
| 8 | ABBV | Abbvie Inc | 股票-醫療保健 | 2.22% | +0.93% | +1.43% | |
| 9 | EXE | Expand Energy CORP | 股票-能源 | 2.17% | -0.35% | +4.15% | |
| 10 | SLB | Slb LTD | 股票-能源 | 2.17% | -0.25% | +2.05% | |
| 11 | AMGN | Amgen Inc | 股票-醫療保健 | 2.14% | +0.04% | -2.85% | |
| 12 | OKE | Oneok Inc | 股票-能源 | 2.11% | -0.09% | +1.22% | |
| 13 | CTRA | Coterra Energy Inc | 股票-能源 | 2.08% | -2.08% | EXIT | |
| 14 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 2.02% | +0.49% | +56.86% | |
| 15 | CSCO | Cisco Systems Inc | 股票-科技 | 2.01% | -0.17% | -4.64% | |
| 16 | NUE | Nucor CORP | 股票-原物料 | 2.00% | -0.75% | +0.21% | |
| 17 | TSN | Tyson Foods Inc-cl A | 股票-非循環性消費 | 1.97% | -0.21% | +0.64% | |
| 18 | KR | Kroger Co | 股票-非循環性消費 | 1.93% | +0.10% | +2.64% | |
| 19 | NEM | Newmont CORP | 股票-原物料 | 1.89% | -0.21% | -8.43% | |
| 20 | BAC | Bank Of America CORP | 股票-金融 | 1.87% | +0.27% | -1.88% | |
| 21 | KMI | Kinder Morgan, Inc. | 股票-能源 | 1.87% | -0.09% | +0.93% | |
| 22 | AAPL | Apple Inc | 股票-科技 | 1.82% | +0.22% | -1.25% | |
| 23 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 1.82% | +0.04% | -1.01% | |
| 24 | TRP | Tc Energy CORP | 股票-能源 | 1.75% | -0.72% | -2.09% | |
| 25 | CB | Chubb Limited | 股票-金融 | 1.74% | +0.10% | -1.39% | |
| 26 | TM | Toyota Motor CORP -spon Adr | 股票-循環性消費 | 1.74% | -0.26% | +3.03% | |
| 27 | PFE | Pfizer Inc | 股票-醫療保健 | 1.70% | -1.57% | +3.83% | |
| 28 | KT | Kt Corp-sp Adr | 股票-其他 | 1.65% | -0.36% | -18.71% | |
| 29 | ABNB | Airbnb Inc-class A | 股票-循環性消費 | 1.60% | +0.17% | -0.04% | |
| 30 | WEC | Wec Energy Group Inc | 股票-公用事業 | 1.58% | -0.04% | +0.99% | |
| 31 | SO | Southern Co/the | 股票-公用事業 | 1.57% | -0.03% | +3.20% | |
| 32 | PNC | Pnc Financial Services Group | 股票-金融 | 1.57% | +0.19% | -4.50% | |
| 33 | SHEL | Shell Plc-adr | 股票-能源 | 1.54% | -0.27% | +1.24% | |
| 34 | B | Barrick Mining CORP | 股票-原物料 | 1.50% | +0.20% | -5.47% | |
| 35 | UL | Unilever Plc-sponsored Adr | 股票-非循環性消費 | 1.45% | +0.16% | -0.19% | |
| 36 | DUK | Duke Energy CORP | 股票-公用事業 | 1.42% | -0.07% | -0.60% | |
| 37 | UNM | Unum Group | 股票-金融 | 1.37% | +0.26% | +4.19% | |
| 38 | LYB | LyondellBasell Industries N.V. | 股票-原物料 | 1.35% | -0.48% | +5.91% | |
| 39 | CI | THE Cigna Group | 股票-醫療保健 | 1.33% | +0.73% | +7.26% | |
| 40 | SJM | Jm Smucker Co/the | 股票-非循環性消費 | 1.22% | +0.36% | -0.88% | |
| 41 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.19% | -0.16% | -0.31% | |
| 42 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 1.06% | -0.23% | +0.95% | |
| 43 | OC | Owens Corning | 股票-工業 | 1.06% | +1.90% | +21.20% | |
| 44 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.96% | +0.16% | -8.31% | |
| 45 | MSFT | Microsoft CORP | 股票-科技 | 0.92% | -0.02% | +1.60% | |
| 46 | MDXG | Mimedx Group Inc | 股票-其他 | 0.87% | -0.04% | — | |
| 47 | XOM | Exxon Mobil CORP | 股票-能源 | 0.86% | -0.18% | +1.56% | |
| 48 | ENB | Enbridge Inc | 股票-能源 | 0.76% | -0.01% | +7.55% | |
| 49 | CEG | Constellation Energy | 股票-公用事業 | 0.58% | -0.07% | — | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.54% | +0.02% | -0.94% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CVX | Chevron CORP | +0.7% | -2.14% | 減碼 |
| 2 | BG | Bunge Global SA | +0.7% | -4.31% | 減碼 |
| 3 | LYB | LyondellBasell Industries N.V. | +0.6% | +5.91% | 加碼 |
| 4 | KMB | Kimberly-clark CORP | +0.6% | +56.86% | 加碼 |
| 5 | SLB | Slb LTD | +0.5% | +2.05% | 加碼 |
| 6 | CTRA | Coterra Energy Inc | +0.4% | -0.55% | 減碼 |
| 7 | OKE | Oneok Inc | +0.3% | +1.22% | 加碼 |
| 8 | ADM | Archer-daniels-midland Co | +0.3% | -3.03% | 減碼 |
| 9 | KMI | Kinder Morgan, Inc. | +0.3% | +0.93% | 加碼 |
| 10 | SHEL | Shell Plc-adr | +0.3% | +1.24% | 加碼 |
| 11 | KR | Kroger Co | +0.2% | +2.64% | 加碼 |
| 12 | XOM | Exxon Mobil CORP | +0.2% | +1.56% | 加碼 |
| 13 | PFE | Pfizer Inc | +0.2% | +3.83% | 加碼 |
| 14 | VZ | Verizon Communications Inc | +0.2% | -0.31% | 減碼 |
| 15 | JNJ | Johnson & Johnson | +0.2% | -4.41% | 減碼 |
| 16 | SO | Southern Co/the | +0.1% | +3.20% | 加碼 |
| 17 | GLW | Corning Inc | +0.1% | -1.98% | 減碼 |
| 18 | OC | Owens Corning | +0.1% | +21.20% | 加碼 |
| 19 | TRP | Tc Energy CORP | +0.1% | -2.09% | 減碼 |
| 20 | ENB | Enbridge Inc | +0.1% | +7.55% | 加碼 |
| 21 | TSN | Tyson Foods Inc-cl A | +0.1% | +0.64% | 加碼 |
| 22 | WEC | Wec Energy Group Inc | +0.1% | +0.99% | 加碼 |
| 23 | NVS | Novartis Ag-sponsored Adr | +0.1% | -1.01% | 減碼 |
| 24 | DUK | Duke Energy CORP | +0.1% | -0.60% | 減碼 |
| 25 | CAT | Caterpillar Inc | +0.1% | — | 不變 |
| 26 | T | At&t Inc | +0.1% | -1.12% | 減碼 |
| 27 | SOBO | South Bow CORP | +0.1% | +4.12% | 加碼 |
| 28 | HESM | Hess Midstream LP - Class A | 0% | +1.18% | 加碼 |
| 29 | RLMD | Relmada Therapeutics Inc | 0% | — | 不變 |
| 30 | FDX | Fedex CORP | 0% | -1.61% | 減碼 |
| 31 | PSX | Phillips 66 | 0% | -5.00% | 減碼 |
| 32 | EOG | Eog Resources Inc | 0% | +2.48% | 加碼 |
| 33 | HON | Honeywell International Inc | 0% | -0.59% | 減碼 |
| 34 | HSY | Hershey Co/the | 0% | +0.33% | 加碼 |
| 35 | DELL | Dell Technologies -c | 0% | -7.63% | 減碼 |
| 36 | AEP | American Electric Power | 0% | — | 不變 |
| 37 | ADI | Analog Devices Inc | 0% | — | 不變 |
| 38 | NEE | Nextera Energy Inc | 0% | — | 不變 |
| 39 | CTVA | Corteva Inc | 0% | -5.73% | 減碼 |
| 40 | PEP | Pepsico Inc | 0% | -0.48% | 減碼 |
| 41 | KO | Coca-cola Co/the | 0% | +1.62% | 加碼 |
| 42 | WTRG | Essential Utilities Inc | 0% | — | 不變 |
| 43 | CBOE | Cboe Global Markets Inc | 0% | -1.41% | 減碼 |
| 44 | SCHD | Schwab US Dvd Equity ETF | 0% | +0.30% | 加碼 |
| 45 | SXI | Standex International CORP | 0% | -7.56% | 減碼 |
| 46 | JNJ | Johnson & Johnson | 0% | — | 不變 |
| 47 | NSC | Norfolk Southern CORP | 0% | +7.09% | 加碼 |
| 48 | EXC | Exelon CORP | 0% | — | 不變 |
| 49 | EMXC | Ishares Msci Emr Mrk Ex Chna | 0% | — | 不變 |
| 50 | AMGN | Amgen Inc | — | -2.85% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，apricus wealth, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$2.1億，共申報了 120 個公開持股部位。
在 Q1 2026 季度，apricus wealth, LLC 按市值排列的前三大核心持股分別為：CVX (3.5%)、BG (3.1%)、STT (2.4%)。其中最大持股部位 CVX 佔據整體投資組合約 3.5% 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
DIVI
市值: US$26.3萬
本季最大獲利了結 / 清倉標的
CVS
前期市值: US$32.8萬
在 Q1 2026 季度中，apricus wealth, LLC 共進行了 106 項持倉異動，包含新建倉 8 個部位、加碼 36 個部位、減碼 53 個部位以及清倉 9 個部位。 其中最大新建倉標的為 DIVI。 本季清倉部位包含 CVS。
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。