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: 0000771572
申報總市值
US$6.8億
US$6.8億
443 檔
19.8%
Ashton Thomas Securities, LLC 在 Q1 2026 季度的美股部位總計估值為 US$6.8億，分散於 443 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 Ashton Thomas Securities, LLC 積極進場，新開立 112 個部位並同步加碼 52 檔個股，反映機構在該季度的資金注入與籌碼積累。
在資產配置集中度方面，Ashton Thomas Securities, LLC 的前 5 大核心持股（包含 VOO, OMFL, NVDA 等）合計佔整體申報市值的 19.8%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 443 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 6.42% | +2.56% | +15.96% | |
| 2 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-其他 | 2.94% | +1.17% | +4.28% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 2.57% | +1.41% | +3.83% | |
| 4 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型股與成長 | 2.44% | -1.33% | +4.74% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.43% | -2.43% | EXIT | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 2.20% | -2.20% | EXIT | |
| 7 | AAPL | Apple Inc | 股票-科技 | 1.88% | +0.93% | +61.04% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 1.84% | +0.60% | +28.54% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.64% | -1.64% | EXIT | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.55% | +0.45% | -2.94% | |
| 11 | IMFL | Invesco Int Dvlp Dyn Multi | ETF-其他 | 1.53% | +0.88% | -0.17% | |
| 12 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 1.52% | -1.52% | EXIT | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.35% | +0.87% | +38.86% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.29% | +0.25% | +17.42% | |
| 15 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.29% | +0.97% | +28.42% | |
| 16 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.22% | +0.45% | +19.19% | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.14% | -1.14% | EXIT | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 1.13% | -1.13% | EXIT | |
| 19 | DBMF | Imgp Dbi Managed Futures Str | ETF-其他 | 1.05% | -1.05% | EXIT | |
| 20 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 1.01% | +0.18% | -0.37% | |
| 21 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-其他 | 0.99% | +0.11% | +3.18% | |
| 22 | PTLC | Pacer Trendpilot US Large Ca | ETF-其他 | 0.95% | -0.95% | EXIT | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.94% | +0.18% | +6.29% | |
| 24 | FMHI | First Trust Municipal High I | ETF-其他 | 0.87% | -0.27% | +6.88% | |
| 25 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.81% | -0.81% | EXIT | |
| 26 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.78% | +0.61% | +138.58% | |
| 27 | GTO | Invesco Total Return Bond Et | ETF-其他 | 0.78% | +0.73% | -12.85% | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.77% | -0.77% | EXIT | |
| 29 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.75% | -0.75% | EXIT | |
| 30 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.75% | -0.75% | EXIT | |
| 31 | AVGO | Broadcom Inc | 股票-科技 | 0.74% | +0.41% | +30.05% | |
| 32 | OXY | Occidental Petroleum CORP | 股票-能源 | 0.73% | -0.23% | +33.43% | |
| 33 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.73% | -0.73% | EXIT | |
| 34 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.73% | -0.73% | EXIT | |
| 35 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.70% | -0.37% | — | |
| 36 | MCK | Mckesson CORP | 股票-醫療保健 | 0.69% | -0.25% | -6.86% | |
| 37 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.69% | +0.12% | +3.63% | |
| 38 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.68% | -0.68% | EXIT | |
| 39 | TSLA | Tesla Inc | 股票-循環性消費 | 0.66% | +0.36% | +9.97% | |
| 40 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.62% | -0.62% | EXIT | |
| 41 | ICLO | Invesco Aaa Clo F/r Note ETF | ETF-其他 | 0.56% | +0.04% | +1.88% | |
| 42 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.53% | -0.53% | EXIT | |
| 43 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.52% | -0.52% | EXIT | |
| 44 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.51% | +0.36% | +4.93% | |
| 45 | UNP | Union Pacific CORP | 股票-工業 | 0.51% | +0.08% | +5.10% | |
| 46 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.50% | +0.27% | +118.01% | |
| 47 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-其他 | 0.50% | +0.12% | +6.10% | |
| 48 | PZA | Invesco National Amt-free Mu | ETF-其他 | 0.50% | +0.12% | +60.68% | |
| 49 | CME | Cme Group Inc | 股票-金融 | 0.49% | -0.17% | +11.57% | |
| 50 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.45% | -0.17% | +157.71% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | XLK | Ss Technology Select Sector | +0.2% | +138.58% | 加碼 |
| 2 | OXY | Occidental Petroleum CORP | +0.2% | +33.43% | 加碼 |
| 3 | JPST | Jpmorgan Ultra-short Income | +0.2% | +157.71% | 加碼 |
| 4 | HD | Home Depot Inc | +0.2% | +265.73% | 加碼 |
| 5 | WMT | Walmart Inc | +0.2% | +142.15% | 加碼 |
| 6 | JPM | Jpmorgan Chase & Co | +0.1% | +118.01% | 加碼 |
| 7 | CAT | Caterpillar Inc | +0.1% | +217.41% | 加碼 |
| 8 | KO | Coca-cola Co/the | +0.1% | +112.41% | 加碼 |
| 9 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +591.94% | 加碼 |
| 10 | ZTR | Virtus Total Return Fund Inc | +0.1% | +99.82% | 加碼 |
| 11 | CGIE | Cap Group Intl Equity | +0.1% | +140.21% | 加碼 |
| 12 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.1% | +5570.98% | 加碼 |
| 13 | COST | Costco Wholesale CORP | 0% | +46.74% | 加碼 |
| 14 | JNJ | Johnson & Johnson | 0% | +43.51% | 加碼 |
| 15 | ABBV | Abbvie Inc | 0% | +124.65% | 加碼 |
| 16 | PZA | Invesco National Amt-free Mu | 0% | +60.68% | 加碼 |
| 17 | ADI | Analog Devices Inc | 0% | +68.47% | 加碼 |
| 18 | VZ | Verizon Communications Inc | 0% | +33.79% | 加碼 |
| 19 | CVX | Chevron CORP | 0% | +22.00% | 加碼 |
| 20 | NEE | Nextera Energy Inc | 0% | +40.68% | 加碼 |
| 21 | GEV | GE Vernova Inc | — | +12.75% | 加碼 |
| 22 | DE | Deere & Co | — | +25.76% | 加碼 |
| 23 | WFC | Wells Fargo & Co | — | +88.76% | 加碼 |
| 24 | AAPL | Apple Inc | 0% | +61.04% | 加碼 |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +56.81% | 加碼 |
| 26 | MRK | Merck & Co. Inc. | 0% | +17.67% | 加碼 |
| 27 | WMB | Williams Cos Inc | 0% | +8.09% | 加碼 |
| 28 | PEP | Pepsico Inc | 0% | +24.19% | 加碼 |
| 29 | T | At&t Inc | 0% | +9.20% | 加碼 |
| 30 | A | Agilent Technologies Inc | -0.1% | +47.07% | 加碼 |
| 31 | GS | Goldman Sachs Group Inc | -0.1% | +20.98% | 加碼 |
| 32 | TJX | Tjx Companies Inc | -0.1% | +12.16% | 加碼 |
| 33 | XOM | Exxon Mobil CORP | -0.1% | -12.16% | 減碼 |
| 34 | AIG | American International Group | -0.1% | -29.13% | 減碼 |
| 35 | NOW | Servicenow Inc | -0.1% | +4.25% | 加碼 |
| 36 | BX | Blackstone Inc | -0.1% | -2.02% | 減碼 |
| 37 | OTIS | Otis Worldwide CORP | -0.1% | +31.40% | 加碼 |
| 38 | ADSK | Autodesk Inc | -0.1% | -1.38% | 減碼 |
| 39 | VIS | Vanguard Industrials ETF | -0.1% | +8.56% | 加碼 |
| 40 | XLV | Ss Health Care Select Sector | -0.1% | -13.35% | 減碼 |
| 41 | CME | Cme Group Inc | -0.1% | +11.57% | 加碼 |
| 42 | PGR | Progressive CORP | -0.1% | -18.63% | 減碼 |
| 43 | BINC | Ishares Flex I A Etf-usd Inc | -0.1% | +10.33% | 加碼 |
| 44 | XLF | Ss Financial Select Sector | -0.2% | -6.94% | 減碼 |
| 45 | PM | Philip Morris International | -0.2% | -25.89% | 減碼 |
| 46 | ISRG | Intuitive Surgical Inc | -0.2% | -1.81% | 減碼 |
| 47 | UNP | Union Pacific CORP | -0.2% | +5.10% | 加碼 |
| 48 | JMEE | JPM Sma & Mid Cap En Eq Et-u | -0.2% | +3.67% | 加碼 |
| 49 | AVGO | Broadcom Inc | -0.2% | +30.05% | 加碼 |
| 50 | IAU | Ishares Gold Trust | -0.2% | -18.90% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Ashton Thomas Securities, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$6.8億，共申報了 443 個公開持股部位。
在 Q1 2026 季度，Ashton Thomas Securities, LLC 按市值排列的前三大核心持股分別為：VOO (6.4%)、OMFL (2.9%)、NVDA (2.6%)。其中最大持股部位 VOO 佔據整體投資組合約 6.4% 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
IVV
市值: US$1937.4萬
本季最大獲利了結 / 清倉標的
SNN
前期市值: US$148.8萬
在 Q1 2026 季度中，Ashton Thomas Securities, LLC 共進行了 200 項持倉異動，包含新建倉 112 個部位、加碼 52 個部位、減碼 22 個部位以及清倉 14 個部位。 其中最大新建倉標的為 IVV。 本季清倉部位包含 SNN。
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。