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: 0002055492
申報總市值
US$10.3億
US$10.3億
402 檔
11.7%
Q1 2026 季度申報顯示，AssuredPartners Investment Advisors, LLC 揭露的美股組合總市值為 US$10.3億，涵蓋 402 個不同之權益投資部位。
觀察 Q1 2026 的申報異動，AssuredPartners Investment Advisors, LLC 採取了強勁的買進策略，建倉與加碼動作（合計 139 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，AssuredPartners Investment Advisors, LLC 的前 5 大持股（包含 BIL, VV, FDVV）貢獻了組合市值的 11.7%，形成該機構在 Q1 2026 季度的基本面基石。
僅顯示前 200 大持股（共 402 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 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 3.70% | -2.95% | +586.20% | |
| 2 | VV | Vanguard Large-cap ETF | ETF-其他 | 2.41% | — | — | |
| 3 | FDVV | Fidelity High Dividend ETF | ETF-其他 | 2.40% | -0.04% | +2.22% | |
| 4 | FBCG | Fidelity Blue Chip Grow ETF | ETF-其他 | 2.33% | +0.22% | -19.46% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 2.30% | +0.19% | +29.84% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.30% | +0.07% | +4.33% | |
| 7 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 2.16% | +0.06% | +0.91% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.14% | +0.10% | +42.96% | |
| 9 | XMMO | Invesco S&p Midcap Momentum | ETF-其他 | 1.92% | +1.18% | -8.60% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 1.86% | -0.02% | +37.55% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.78% | -0.17% | +58.64% | |
| 12 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 1.69% | -0.07% | +6235.01% | |
| 13 | SMLF | Ishares US Smallcap Equity F | ETF-其他 | 1.36% | +0.07% | — | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.30% | -0.06% | +44.80% | |
| 15 | LHX | L3harris Technologies Inc | 股票-工業 | 1.25% | -0.28% | +64.83% | |
| 16 | FSMD | Fidelity Small-mid Multifact | ETF-其他 | 1.23% | +0.04% | +1.40% | |
| 17 | MU | Micron Technology Inc | 股票-科技 | 1.11% | +1.08% | -19.34% | |
| 18 | XOM | Exxon Mobil CORP | 股票-能源 | 1.10% | -0.27% | +16.74% | |
| 19 | IHDG | Wisdomtree International Hed | ETF-其他 | 1.09% | -0.05% | +1.58% | |
| 20 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 1.08% | +0.16% | -6.34% | |
| 21 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.96% | +0.19% | +119.47% | |
| 22 | DEM | Wisdomtree Emerging Markets | ETF-新興市場 | 0.92% | -0.02% | +1.75% | |
| 23 | CSCO | Cisco Systems Inc | 股票-科技 | 0.91% | +0.25% | +16.59% | |
| 24 | DFSD | Dimensional Short Duration | ETF-其他 | 0.91% | -0.09% | +1.92% | |
| 25 | AVGO | Broadcom Inc | 股票-科技 | 0.83% | +0.01% | +25.30% | |
| 26 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.82% | -0.04% | +238.31% | |
| 27 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 0.82% | -0.02% | — | |
| 28 | DFCF | Dimensional Core Fixed Inc | ETF-其他 | 0.79% | -0.07% | -1.18% | |
| 29 | BAC | Bank Of America CORP | 股票-金融 | 0.78% | +0.02% | +27.33% | |
| 30 | TSLA | Tesla Inc | 股票-循環性消費 | 0.78% | +0.06% | +0.76% | |
| 31 | JPIB | Jpmorgan Intl Bnd ETF | ETF-其他 | 0.75% | -0.03% | +2.18% | |
| 32 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 0.74% | -0.03% | +465.56% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.71% | +0.04% | +44.03% | |
| 34 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.70% | +0.04% | +229.33% | |
| 35 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.70% | -0.26% | +87.46% | |
| 36 | FENY | Fidelity Msci Energy Index | ETF-大型股與成長 | 0.66% | -0.12% | — | |
| 37 | CASY | Casey's General Stores Inc | 股票-循環性消費 | 0.65% | -0.02% | +1.40% | |
| 38 | PWB | Invesco Large Cap Growth ETF | ETF-大型股與成長 | 0.64% | +0.05% | — | |
| 39 | GLW | Corning Inc | 股票-科技 | 0.60% | +0.10% | — | |
| 40 | LRCX | Lam Research CORP | 股票-科技 | 0.60% | +0.19% | — | |
| 41 | V | Visa Inc-class A Shares | 股票-金融 | 0.59% | +0.01% | +82.76% | |
| 42 | GMAR | Ft Vest US Equity Moderate B | ETF-其他 | 0.59% | -0.07% | — | |
| 43 | FLQM | Franklin U.s. Mid Cap Multif | ETF-其他 | 0.58% | -0.58% | EXIT | |
| 44 | ILCV | Ishares Morningstar Value Et | ETF-其他 | 0.57% | -0.04% | — | |
| 45 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.55% | +0.07% | +218.39% | |
| 46 | AXP | American Express Co | 股票-金融 | 0.54% | — | +4.69% | |
| 47 | VST | Vistra CORP | 股票-公用事業 | 0.53% | — | +20.29% | |
| 48 | SCHI | Schwab 5-10 Year Corporate B | ETF-投資等級公司債 | 0.52% | -0.03% | +3.64% | |
| 49 | CSX | Csx CORP | 股票-工業 | 0.52% | +0.02% | +3.22% | |
| 50 | DUSB | Dimension Ultrashort Fi ETF | ETF-其他 | 0.51% | -0.03% | +2.21% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +3% | +586.20% | 加碼 |
| 2 | IXUS | Ishares Core Intl Stock ETF | +1.7% | +6235.01% | 加碼 |
| 3 | VYMI | Vanguard Int High Dvd Yld In | +0.6% | +465.56% | 加碼 |
| 4 | VYM | Vanguard High Dvd Yield ETF | +0.5% | +238.31% | 加碼 |
| 5 | MS | Morgan Stanley | +0.4% | +1636.42% | 加碼 |
| 6 | LHX | L3harris Technologies Inc | +0.4% | +64.83% | 加碼 |
| 7 | COST | Costco Wholesale CORP | +0.4% | +875.58% | 加碼 |
| 8 | BX | Blackstone Inc | +0.4% | +1024.18% | 加碼 |
| 9 | LLY | Eli Lilly & Co | +0.4% | +229.33% | 加碼 |
| 10 | NFLX | Netflix Inc | +0.3% | +521.02% | 加碼 |
| 11 | AMZN | Amazon.com Inc | +0.3% | +119.47% | 加碼 |
| 12 | PWR | Quanta Services Inc | +0.3% | +850.41% | 加碼 |
| 13 | CVX | Chevron CORP | +0.3% | +150.47% | 加碼 |
| 14 | ABBV | Abbvie Inc | +0.3% | +218.39% | 加碼 |
| 15 | GS | Goldman Sachs Group Inc | +0.3% | +924.40% | 加碼 |
| 16 | PEP | Pepsico Inc | +0.3% | +163.35% | 加碼 |
| 17 | ISRG | Intuitive Surgical Inc | +0.2% | +1180.98% | 加碼 |
| 18 | XOM | Exxon Mobil CORP | +0.2% | +16.74% | 加碼 |
| 19 | CAT | Caterpillar Inc | +0.1% | +227.56% | 加碼 |
| 20 | HD | Home Depot Inc | +0.1% | +153.71% | 加碼 |
| 21 | WM | Waste Management Inc | +0.1% | +335.40% | 加碼 |
| 22 | META | Meta Platforms Inc-class A | +0.1% | +87.46% | 加碼 |
| 23 | V | Visa Inc-class A Shares | +0.1% | +82.76% | 加碼 |
| 24 | JNJ | Johnson & Johnson | +0.1% | +43.94% | 加碼 |
| 25 | PFE | Pfizer Inc | +0.1% | +55.20% | 加碼 |
| 26 | PBQQ | Pgim Ladr Nsdq-100 Bf 12 ETF | 0% | +51.92% | 加碼 |
| 27 | PG | Procter & Gamble Co/the | 0% | +56.16% | 加碼 |
| 28 | AVUS | Avantis U.s. Equity ETF | 0% | +126.36% | 加碼 |
| 29 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | +55.43% | 加碼 |
| 30 | VTI | Vanguard Total Stock Mkt ETF | 0% | +44.03% | 加碼 |
| 31 | DFAI | Dimensional International Co | 0% | +55.87% | 加碼 |
| 32 | GOOGL | Alphabet Inc-cl A | — | +42.96% | 加碼 |
| 33 | CASY | Casey's General Stores Inc | — | +1.40% | 加碼 |
| 34 | IVV | Ishares Core S&p 500 ETF | — | +42.38% | 加碼 |
| 35 | DFGX | Dimsnl Intr Cf In Etf-usd In | 0% | +31.85% | 加碼 |
| 36 | SCHD | Schwab US Dvd Equity ETF | 0% | +15.69% | 加碼 |
| 37 | PFEB | Innovator U.s. Equity Power | 0% | +32.81% | 加碼 |
| 38 | RSP | Invesco S&p 500 Equal Weight | 0% | +25.18% | 加碼 |
| 39 | COWG | Pacer US Lrg Cap Cows Gr Ld | 0% | +29.73% | 加碼 |
| 40 | BA | Boeing Co/the | 0% | +17.57% | 加碼 |
| 41 | JPM | Jpmorgan Chase & Co | 0% | +44.80% | 加碼 |
| 42 | AFL | Aflac Inc | -0.1% | -33.72% | 減碼 |
| 43 | CTAS | Cintas CORP | -0.1% | -31.46% | 減碼 |
| 44 | SJM | Jm Smucker Co/the | -0.1% | -35.17% | 減碼 |
| 45 | BRO | Brown & Brown Inc | -0.1% | -28.73% | 減碼 |
| 46 | MDT | Medtronic plc | -0.1% | -25.25% | 減碼 |
| 47 | SPRY | Ars Pharmaceuticals Inc | -0.1% | +0.57% | 加碼 |
| 48 | NEM | Newmont CORP | -0.1% | +3.32% | 加碼 |
| 49 | KVUE | Kenvue Inc | -0.1% | -40.88% | 減碼 |
| 50 | CINF | Cincinnati Financial CORP | -0.1% | -34.93% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，AssuredPartners Investment Advisors, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$10.3億，共申報了 402 個公開持股部位。
在 Q1 2026 季度，AssuredPartners Investment Advisors, LLC 按市值排列的前三大核心持股分別為：BIL (3.7%)、VV (2.4%)、FDVV (2.4%)。其中最大持股部位 BIL 佔據整體投資組合約 3.7% 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
VV
市值: US$2210.7萬
本季最大獲利了結 / 清倉標的
JEPQ
前期市值: US$354.7萬
在 Q1 2026 季度中，AssuredPartners Investment Advisors, LLC 共進行了 200 項持倉異動，包含新建倉 78 個部位、加碼 61 個部位、減碼 35 個部位以及清倉 26 個部位。 其中最大新建倉標的為 VV。 本季清倉部位包含 JEPQ。
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。