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: 0001964106
申報總市值
US$7.0億
US$7.0億
115 檔
12.6%
Atlas Wealth LLC 在 Q1 2026 季度的美股部位總計估值為 US$7.0億，分散於 115 個持倉標的之中，反映其市場參與廣度與投資規模。
觀察 Q1 2026 的資金脈絡，Atlas Wealth LLC 在獲利結算 2 檔個股的同時，將資本重新部署至 9 檔新選標的，展現主動管理機構的輪動節奏。
在資產配置集中度方面，Atlas Wealth LLC 的前 5 大核心持股（包含 USB F PERP B*, AAPL, VFLO 等）合計佔整體申報市值的 12.6%，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 | USB F PERP B*債券 | US Bancorp | 債券 | 7.88% | -4.01% | +15.96% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.92% | -2.77% | -2.75% | |
| 3 | VFLO | Victoryshares Free Cash Flow | ETF-其他 | 5.36% | -2.34% | +17.62% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.73% | -1.59% | -3.19% | |
| 5 | BAC F PERP 02債券 | Bank Of America CORP | 債券 | 3.68% | -2.06% | +7.39% | |
| 6 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 3.53% | -1.83% | -0.15% | |
| 7 | AIRR | First Trust Rba American Ind | ETF-其他 | 3.24% | -1.54% | -2.74% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 3.06% | -1.64% | -3.55% | |
| 9 | SYLD | Cambria Shareholder Yield Et | ETF-其他 | 3.01% | -1.30% | +9.53% | |
| 10 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 2.74% | -1.17% | +0.89% | |
| 11 | COF 4.375 PERP L債券 | Capital One Financial Co | 債券 | 2.55% | -1.56% | +12.12% | |
| 12 | SLM V0 PERP B債券 | Slm CORP | 債券 | 2.35% | -1.22% | +7.06% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.22% | -1.05% | -3.81% | |
| 14 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 2.20% | -1.17% | -0.13% | |
| 15 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 1.86% | -1.28% | -36.67% | |
| 16 | GS F PERP D債券 | Goldman Sachs Group Inc | 債券 | 1.80% | -0.89% | +1.24% | |
| 17 | FTCS | First Trust Capital Strength | ETF-其他 | 1.79% | -0.92% | -0.17% | |
| 18 | GS F PERP A債券 | Goldman Sachs Group Inc | 債券 | 1.73% | -0.90% | -0.46% | |
| 19 | RF 4.45 PERP E債券 | Regions Financial CORP | 債券 | 1.46% | -0.86% | -15.47% | |
| 20 | TMSL | T.rowe Prc Small-mid Cap ETF | ETF-其他 | 1.44% | -0.39% | +25.75% | |
| 21 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.40% | -0.65% | -1.11% | |
| 22 | GVAL | Cambria Global Value ETF | ETF-其他 | 1.37% | -0.59% | +131.91% | |
| 23 | IDVO | Amplify Cwp Intl Enh Dvd Inc | ETF-其他 | 1.34% | -0.58% | — | |
| 24 | JHSC | John Hancock Multi Small Cap | ETF-中小型股 | 1.34% | -0.62% | +1.00% | |
| 25 | RFMZ | Rivernorth Flex Muni Ii | 股票-其他 | 1.28% | -0.37% | +6.97% | |
| 26 | TCAF | T Rowe Prc Cap Appreciation | ETF-其他 | 1.25% | -0.75% | -13.03% | |
| 27 | IBM | Intl Business Machines CORP | 股票-科技 | 1.21% | -0.55% | -0.92% | |
| 28 | JHMM | John Hancock Multi Fact Mid | ETF-其他 | 1.21% | -0.57% | +0.81% | |
| 29 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 1.20% | -0.60% | +7.28% | |
| 30 | RDVI | Ft Vest Rising Dividend Achi | ETF-其他 | 1.13% | -0.51% | +0.56% | |
| 31 | BAC F PERP 01債券 | Bank Of America CORP | 債券 | 1.06% | -0.54% | +12.53% | |
| 32 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.97% | -0.47% | -9.38% | |
| 33 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-其他 | 0.95% | -0.45% | -1.00% | |
| 34 | PAAA | Pgim Aaa Clo ETF | ETF-其他 | 0.94% | -0.61% | -41.67% | |
| 35 | FEOE | First Eagle Overseas Eq ETF | ETF-其他 | 0.90% | -0.39% | +20.87% | |
| 36 | FEGE | First Eagle Gl Equity ETF | ETF-其他 | 0.90% | -0.34% | +4.95% | |
| 37 | DINT | Davis Select International | ETF-其他 | 0.88% | -0.43% | +13.51% | |
| 38 | SDVY | First Trust Smid Cap Rising | ETF-其他 | 0.86% | -0.41% | +1.73% | |
| 39 | TUSI | Touchstone Ultra Short Incom | ETF-其他 | 0.85% | -0.56% | -25.08% | |
| 40 | MS F PERP +A債券 | Morgan Stanley | 債券 | 0.85% | -0.53% | -12.48% | |
| 41 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.80% | -0.35% | -1.43% | |
| 42 | BAC F PERP +5債券 | Bank Of America CORP | 債券 | 0.77% | -0.45% | -26.35% | |
| 43 | AGQI | First Tr Act Glbl Qlty Inc | ETF-其他 | 0.74% | -0.39% | — | |
| 44 | FLXR | Tcw Flexible Income ETF | ETF-其他 | 0.72% | -0.50% | -26.70% | |
| 45 | AVSC | Avantis US Small Cap Equity | ETF-中小型股 | 0.69% | -0.24% | +55.91% | |
| 46 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.60% | -0.31% | -0.64% | |
| 47 | NVDA | Nvidia CORP | 股票-科技 | 0.57% | -0.28% | +0.35% | |
| 48 | CSCO | Cisco Systems Inc | 股票-科技 | 0.45% | -0.12% | — | |
| 49 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.45% | -0.26% | -1.47% | |
| 50 | SFLO | Vs Sm Cap Free Cash Flow ETF | ETF-其他 | 0.44% | -0.18% | +311.06% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | USB F PERP B*債券 | US Bancorp | +1.2% | +15.96% | 加碼 |
| 2 | GVAL | Cambria Global Value ETF | +0.8% | +131.91% | 加碼 |
| 3 | VFLO | Victoryshares Free Cash Flow | +0.8% | +17.62% | 加碼 |
| 4 | SYLD | Cambria Shareholder Yield Et | +0.4% | +9.53% | 加碼 |
| 5 | BAC F PERP 02債券 | Bank Of America CORP | +0.4% | +7.39% | 加碼 |
| 6 | SFLO | Vs Sm Cap Free Cash Flow ETF | +0.3% | +311.06% | 加碼 |
| 7 | TMSL | T.rowe Prc Small-mid Cap ETF | +0.3% | +25.75% | 加碼 |
| 8 | DIVO | Amplify Cwp Enhan Divid ETF | +0.3% | +278.74% | 加碼 |
| 9 | AVSC | Avantis US Small Cap Equity | +0.3% | +55.91% | 加碼 |
| 10 | AIRR | First Trust Rba American Ind | +0.2% | -2.74% | 減碼 |
| 11 | FEOE | First Eagle Overseas Eq ETF | +0.2% | +20.87% | 加碼 |
| 12 | COF 4.375 PERP L債券 | Capital One Financial Co | +0.2% | +12.12% | 加碼 |
| 13 | SLM V0 PERP B債券 | Slm CORP | +0.1% | +7.06% | 加碼 |
| 14 | BAC F PERP 01債券 | Bank Of America CORP | +0.1% | +12.53% | 加碼 |
| 15 | SDVD | Ft Vest Smid Rising Dividend | +0.1% | +78.81% | 加碼 |
| 16 | TSEC | Touchstone Securitized Inc | +0.1% | +107.01% | 加碼 |
| 17 | RFMZ | Rivernorth Flex Muni Ii | +0.1% | +6.97% | 加碼 |
| 18 | GLW | Corning Inc | +0.1% | -0.02% | 減碼 |
| 19 | T | At&t Inc | +0.1% | +33.98% | 加碼 |
| 20 | COWZ | Pacer US Cash Cows 100 ETF | +0.1% | -0.13% | 減碼 |
| 21 | FEGE | First Eagle Gl Equity ETF | +0.1% | +4.95% | 加碼 |
| 22 | DINT | Davis Select International | +0.1% | +13.51% | 加碼 |
| 23 | GEV | GE Vernova Inc | 0% | +2.42% | 加碼 |
| 24 | JHSC | John Hancock Multi Small Cap | 0% | +1.00% | 加碼 |
| 25 | JHMM | John Hancock Multi Fact Mid | 0% | +0.81% | 加碼 |
| 26 | SDVY | First Trust Smid Cap Rising | 0% | +1.73% | 加碼 |
| 27 | COST | Costco Wholesale CORP | 0% | +19.02% | 加碼 |
| 28 | FLR | Fluor CORP | 0% | — | 不變 |
| 29 | GS F PERP C債券 | Goldman Sachs Group Inc | 0% | +41.16% | 加碼 |
| 30 | SMOT | Vaneck Morningstar Smid Moat | 0% | +24.22% | 加碼 |
| 31 | JNJ | Johnson & Johnson | 0% | — | 不變 |
| 32 | PNC | Pnc Financial Services Group | 0% | +9.83% | 加碼 |
| 33 | AGQI | First Tr Act Glbl Qlty Inc | 0% | — | 不變 |
| 34 | AVDV | Avantis Intl S/c Value ETF | 0% | +14.05% | 加碼 |
| 35 | NOC | Northrop Grumman CORP | 0% | — | 不變 |
| 36 | WMT | Walmart Inc | 0% | — | 不變 |
| 37 | PEP | Pepsico Inc | 0% | — | 不變 |
| 38 | KR | Kroger Co | 0% | — | 不變 |
| 39 | AVUV | Avantis US Small Cap Value | 0% | — | 不變 |
| 40 | AEP | American Electric Power | 0% | +1.69% | 加碼 |
| 41 | WSBC | Wesbanco Inc | 0% | — | 不變 |
| 42 | BMY | Bristol-myers Squibb Co | 0% | — | 不變 |
| 43 | GLD | Spdr Gold Shares | 0% | — | 不變 |
| 44 | AMGN | Amgen Inc | 0% | — | 不變 |
| 45 | SMH | Vaneck Semiconductor ETF | 0% | — | 不變 |
| 46 | AVEM | Avantis Emerging Markets Eq | — | -1.05% | 減碼 |
| 47 | FTRB | Fed Hermes Ttl Rtrn Bnd | — | +7.23% | 加碼 |
| 48 | CSCO | Cisco Systems Inc | — | — | 不變 |
| 49 | DFAX | Dimensional World Ex US Core | — | — | 不變 |
| 50 | COWG | Pacer US Lrg Cap Cows Gr Ld | — | — | 不變 |
根據 SEC 官方 Form 13F 申報備案，Atlas Wealth LLC 在 Q1 2026 季度的美股持倉總市值約為 US$7.0億，共申報了 115 個公開持股部位。
在 Q1 2026 季度，Atlas Wealth LLC 按市值排列的前三大核心持股分別為：USB F PERP B* (7.9%)、AAPL (5.9%)、VFLO (5.4%)。其中最大持股部位 USB F PERP B* 佔據整體投資組合約 7.9% 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
IDVO
市值: US$447.8萬
本季最大獲利了結 / 清倉標的
ADBE
前期市值: US$23.9萬
在 Q1 2026 季度中，Atlas Wealth LLC 共進行了 88 項持倉異動，包含新建倉 9 個部位、加碼 36 個部位、減碼 41 個部位以及清倉 2 個部位。 其中最大新建倉標的為 IDVO。 本季清倉部位包含 ADBE。
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。