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: 0002110109
申報總市值
US$1.1億
US$1.1億
80 檔
19.8%
Q1 2026 季度申報顯示，Ark Wealth Advisors LLC 揭露的美股組合總市值為 US$1.1億，涵蓋 80 個不同之權益投資部位。
觀察 Q1 2026 的申報異動，Ark Wealth Advisors LLC 採取了強勁的買進策略，建倉與加碼動作（合計 65 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，Ark Wealth Advisors LLC 的前 5 大持股（包含 BSJR, BSJQ, BSCQ）貢獻了組合市值的 19.8%，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 | BSJR | Invesco Bulletshares 2027 Hy | ETF-其他 | 5.20% | -1.13% | +8.92% | |
| 2 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-其他 | 5.20% | -1.56% | -18.29% | |
| 3 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-其他 | 4.86% | -1.25% | -28.70% | |
| 4 | CLIP | Global X 1-3 Month T-bill | ETF-其他 | 3.71% | -1.88% | -35.30% | |
| 5 | BSCR | Invesco Bulletshares 2027 Cb | ETF-其他 | 3.13% | -0.62% | +13.59% | |
| 6 | BSCS | Invesco Bulletshares 2028 Cb | ETF-其他 | 2.86% | -0.37% | +16.45% | |
| 7 | LRCX | Lam Research CORP | 股票-科技 | 2.37% | +1.96% | +0.45% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.28% | +0.51% | +5.02% | |
| 9 | VLO | Valero Energy CORP | 股票-能源 | 2.19% | -0.18% | +9.91% | |
| 10 | XOM | Exxon Mobil CORP | 股票-能源 | 2.01% | -0.53% | -0.17% | |
| 11 | CAT | Caterpillar Inc | 股票-工業 | 2.00% | +0.77% | +1.03% | |
| 12 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 1.78% | -0.57% | +24.82% | |
| 13 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.76% | -0.14% | +13.20% | |
| 14 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.76% | -0.06% | +4.04% | |
| 15 | AAPL | Apple Inc | 股票-科技 | 1.74% | +0.16% | +5.11% | |
| 16 | WMT | Walmart Inc | 股票-非循環性消費 | 1.74% | -0.26% | +7.05% | |
| 17 | BSJS | Invesco Bulletshares 2028 Hy | ETF-其他 | 1.66% | -0.33% | +27.95% | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 1.65% | +0.22% | +13.15% | |
| 19 | LMT | Lockheed Martin CORP | 股票-工業 | 1.64% | -0.23% | +14.15% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.64% | +0.14% | +6.22% | |
| 21 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.52% | +0.21% | +13.79% | |
| 22 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.49% | +0.28% | +10.40% | |
| 23 | CVS | Cvs Health CORP | 股票-醫療保健 | 1.42% | +0.19% | +16.19% | |
| 24 | AXP | American Express Co | 股票-金融 | 1.40% | +0.21% | +18.42% | |
| 25 | CB | Chubb Limited | 股票-金融 | 1.40% | +0.01% | +17.72% | |
| 26 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.38% | +0.29% | +22.69% | |
| 27 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.33% | -0.03% | +4.60% | |
| 28 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.33% | -0.01% | +210.60% | |
| 29 | CVX | Chevron CORP | 股票-能源 | 1.32% | -0.24% | +5.53% | |
| 30 | LIN | Linde plc | 股票-原物料 | 1.30% | +0.13% | +16.89% | |
| 31 | NUE | Nucor CORP | 股票-原物料 | 1.27% | +0.24% | +3.03% | |
| 32 | CSCO | Cisco Systems Inc | 股票-科技 | 1.21% | +0.44% | -0.23% | |
| 33 | WM | Waste Management Inc | 股票-工業 | 1.21% | +0.04% | +18.57% | |
| 34 | QCOM | Qualcomm Inc | 股票-科技 | 1.20% | +0.45% | +17.15% | |
| 35 | NSC | Norfolk Southern CORP | 股票-工業 | 1.16% | — | +4.03% | |
| 36 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.11% | +0.04% | +22.88% | |
| 37 | AFL | Aflac Inc | 股票-金融 | 1.06% | -0.02% | +7.96% | |
| 38 | BSCV | Invesco Bulletshares 2031 Cb | ETF-其他 | 1.01% | +0.12% | — | |
| 39 | BSCW | Invesco Bulletshares 2032 Cb | ETF-其他 | 1.01% | +0.12% | — | |
| 40 | BSCX | Invesco Bulletshares 2033 Cb | ETF-其他 | 1.00% | +0.13% | — | |
| 41 | BSJX | Invesco Bulletshares 2033 Hy | ETF-其他 | 1.00% | +0.13% | — | |
| 42 | BSJW | Invesco Bulletshares 2032 Hy | ETF-其他 | 1.00% | +0.13% | — | |
| 43 | BSJV | Invesco Bulletshares 2031 Hy | ETF-其他 | 1.00% | +0.13% | — | |
| 44 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.99% | -0.19% | +10.42% | |
| 45 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.96% | -0.13% | +7.88% | |
| 46 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.94% | -0.94% | EXIT | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.93% | +0.27% | +23.04% | |
| 48 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.92% | -0.17% | +13.27% | |
| 49 | BSJT | Invesco Bulletshares 2029 Hy | ETF-其他 | 0.92% | -0.12% | +35.08% | |
| 50 | EMR | Emerson Electric Co | 股票-工業 | 0.89% | — | -0.99% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | COST | Costco Wholesale CORP | +0.9% | +210.60% | 加碼 |
| 2 | VLO | Valero Energy CORP | +0.8% | +9.91% | 加碼 |
| 3 | XOM | Exxon Mobil CORP | +0.5% | -0.17% | 減碼 |
| 4 | LMT | Lockheed Martin CORP | +0.4% | +14.15% | 加碼 |
| 5 | CVX | Chevron CORP | +0.3% | +5.53% | 加碼 |
| 6 | LRCX | Lam Research CORP | +0.3% | +0.45% | 加碼 |
| 7 | NEE | Nextera Energy Inc | +0.3% | +13.20% | 加碼 |
| 8 | OXY | Occidental Petroleum CORP | +0.3% | +21.45% | 加碼 |
| 9 | CAT | Caterpillar Inc | +0.3% | +1.03% | 加碼 |
| 10 | LIN | Linde plc | +0.3% | +16.89% | 加碼 |
| 11 | BSJS | Invesco Bulletshares 2028 Hy | +0.2% | +27.95% | 加碼 |
| 12 | JNJ | Johnson & Johnson | +0.2% | +4.04% | 加碼 |
| 13 | WMB | Williams Cos Inc | +0.2% | +35.16% | 加碼 |
| 14 | BSCS | Invesco Bulletshares 2028 Cb | +0.2% | +16.45% | 加碼 |
| 15 | CB | Chubb Limited | +0.2% | +17.72% | 加碼 |
| 16 | VOO | Vanguard S&p 500 ETF | +0.2% | +78.19% | 加碼 |
| 17 | WMT | Walmart Inc | +0.2% | +7.05% | 加碼 |
| 18 | BSJT | Invesco Bulletshares 2029 Hy | +0.2% | +35.08% | 加碼 |
| 19 | WM | Waste Management Inc | +0.2% | +18.57% | 加碼 |
| 20 | PG | Procter & Gamble Co/the | +0.1% | +22.88% | 加碼 |
| 21 | BSCR | Invesco Bulletshares 2027 Cb | +0.1% | +13.59% | 加碼 |
| 22 | MRK | Merck & Co. Inc. | +0.1% | +4.60% | 加碼 |
| 23 | PEP | Pepsico Inc | +0.1% | +13.27% | 加碼 |
| 24 | BSJU | Invesco Bulletshares 2030 Hy | +0.1% | +30.20% | 加碼 |
| 25 | UBER | Uber Technologies Inc | +0.1% | +65.96% | 加碼 |
| 26 | MTCH | Match Group Inc | +0.1% | +45.12% | 加碼 |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +23.04% | 加碼 |
| 28 | CRM | Salesforce Inc | +0.1% | +77.85% | 加碼 |
| 29 | MCD | Mcdonald's CORP | 0% | +10.42% | 加碼 |
| 30 | AMD | Advanced Micro Devices | 0% | +27.29% | 加碼 |
| 31 | SYY | Sysco CORP | 0% | +12.72% | 加碼 |
| 32 | ADP | Automatic Data Processing | 0% | +40.09% | 加碼 |
| 33 | ADBE | Adobe Inc | 0% | +61.39% | 加碼 |
| 34 | MNST | Monster Beverage CORP | 0% | +18.23% | 加碼 |
| 35 | ABBV | Abbvie Inc | — | +13.79% | 加碼 |
| 36 | PAYX | Paychex Inc | — | +31.92% | 加碼 |
| 37 | AFL | Aflac Inc | 0% | +7.96% | 加碼 |
| 38 | NUE | Nucor CORP | 0% | +3.03% | 加碼 |
| 39 | NKE | Nike Inc -cl B | 0% | +28.52% | 加碼 |
| 40 | LOW | Lowe's Cos Inc | 0% | +7.88% | 加碼 |
| 41 | BABA | Alibaba Group Holding-sp Adr | 0% | +24.82% | 加碼 |
| 42 | META | Meta Platforms Inc-class A | 0% | +22.69% | 加碼 |
| 43 | AVGO | Broadcom Inc | 0% | +7.10% | 加碼 |
| 44 | BSJR | Invesco Bulletshares 2027 Hy | 0% | +8.92% | 加碼 |
| 45 | XLE | Ss Energy Select Sector | 0% | -28.65% | 減碼 |
| 46 | ULTA | Ulta Beauty Inc | 0% | +14.71% | 加碼 |
| 47 | CVS | Cvs Health CORP | -0.1% | +16.19% | 加碼 |
| 48 | LLY | Eli Lilly & Co | -0.1% | +5.70% | 加碼 |
| 49 | NSC | Norfolk Southern CORP | -0.1% | +4.03% | 加碼 |
| 50 | GOOG | Alphabet Inc-cl C | -0.1% | — | 不變 |
根據 SEC 官方 Form 13F 申報備案，Ark Wealth Advisors LLC 在 Q1 2026 季度的美股持倉總市值約為 US$1.1億，共申報了 80 個公開持股部位。
在 Q1 2026 季度，Ark Wealth Advisors LLC 按市值排列的前三大核心持股分別為：BSJR (5.2%)、BSJQ (5.2%)、BSCQ (4.9%)。其中最大持股部位 BSJR 佔據整體投資組合約 5.2% 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
BSCV
市值: US$101.7萬
本季最大獲利了結 / 清倉標的
GIS
前期市值: US$59.5萬
在 Q1 2026 季度中，Ark Wealth Advisors LLC 共進行了 83 項持倉異動，包含新建倉 7 個部位、加碼 58 個部位、減碼 14 個部位以及清倉 4 個部位。 其中最大新建倉標的為 BSCV。 本季清倉部位包含 GIS。
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。