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: 0001911621
申報總市值
US$3.6億
US$3.6億
212 檔
20.8%
Q2 2026 季度申報顯示，Autumn Glory Partners, LLC 揭露的美股組合總市值為 US$3.6億，涵蓋 212 個不同之權益投資部位。
在 Q2 2026，Autumn Glory Partners, LLC 操作展現出積極擴展與加碼意向。本季共新建倉 26 個新部位，並對 75 個既有持股進行加碼（合計增持 101 檔），相較減碼與清倉部位顯著佔優。
檢視投資組合結構，前 5 大主力部位（包含 VOO, VTI, SPY）占據了總市值的 20.8%，展現出該機構在 Q2 2026 的重點資金聚焦與風險分佈特徵。
本季最大新建倉標的
ASML
市值: US$481.8萬
本季最大獲利了結 / 清倉標的
VGSH
前期市值: US$238.1萬
僅顯示前 200 大持股（共 212 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 | 9.89% | +0.90% | +8.23% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 3.57% | +0.14% | +0.01% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.88% | — | +9.60% | |
| 4 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 2.46% | +0.29% | +5.01% | |
| 5 | VTV | Vanguard Value ETF | ETF-其他 | 2.44% | -0.06% | +1.27% | |
| 6 | OKE | Oneok Inc | 股票-能源 | 2.28% | -2.28% | EXIT | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.25% | +0.65% | +92.87% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.89% | -0.10% | +1080.39% | |
| 9 | BINC | Ishares Flex I A Etf-usd Inc | ETF-其他 | 1.84% | -0.07% | +5.53% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.80% | -0.04% | +179.06% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.66% | -0.05% | +13.70% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 1.61% | +0.19% | +231.00% | |
| 13 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.50% | +0.04% | +134.83% | |
| 14 | RWL | Invesco S&p 500 Revenue ETF | ETF-大型股與成長 | 1.41% | +0.16% | +4.84% | |
| 15 | ASML | ASML Holding N.V. | 股票-科技 | 1.37% | -0.15% | — | |
| 16 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 1.36% | -0.31% | — | |
| 17 | UL | Unilever Plc-sponsored Adr | 股票-非循環性消費 | 1.28% | -0.01% | +583.08% | |
| 18 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.19% | +0.49% | +11.99% | |
| 19 | WMB | Williams Cos Inc | 股票-能源 | 1.14% | -0.22% | -2.05% | |
| 20 | AAPL | Apple Inc | 股票-科技 | 1.13% | +0.15% | +100.73% | |
| 21 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 1.12% | +0.07% | -0.45% | |
| 22 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 1.09% | -0.03% | — | |
| 23 | MDT | Medtronic plc | 股票-醫療保健 | 1.06% | +0.09% | +592.82% | |
| 24 | VUG | Vanguard Growth ETF | ETF-其他 | 1.03% | +0.43% | +518.68% | |
| 25 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.03% | +0.30% | +14.19% | |
| 26 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.98% | — | — | |
| 27 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.98% | +0.07% | — | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.95% | — | +0.01% | |
| 29 | PYLD | Pimco Multisector Bond Actv | ETF-其他 | 0.88% | +0.41% | +17.83% | |
| 30 | OGE | Oge Energy CORP | 股票-公用事業 | 0.85% | -0.07% | +0.01% | |
| 31 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.83% | -0.02% | — | |
| 32 | CVX | Chevron CORP | 股票-能源 | 0.81% | -0.11% | +5.42% | |
| 33 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.81% | +0.03% | — | |
| 34 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.78% | +0.05% | -8.93% | |
| 35 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.78% | — | -4.09% | |
| 36 | V | Visa Inc-class A Shares | 股票-金融 | 0.77% | +0.02% | +308.39% | |
| 37 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.77% | -0.02% | — | |
| 38 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.73% | -0.05% | — | |
| 39 | HD | Home Depot Inc | 股票-循環性消費 | 0.72% | -0.15% | +69.11% | |
| 40 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 0.71% | -0.04% | — | |
| 41 | XOM | Exxon Mobil CORP | 股票-能源 | 0.71% | -0.71% | EXIT | |
| 42 | GHC | Graham Holdings Co-class B | 股票-工業 | 0.70% | -0.02% | — | |
| 43 | AMAT | Applied Materials Inc | 股票-科技 | 0.69% | -0.21% | -9.91% | |
| 44 | GD | General Dynamics CORP | 股票-工業 | 0.68% | -0.06% | — | |
| 45 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.67% | -0.02% | +727.83% | |
| 46 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.64% | — | +5.84% | |
| 47 | WTM | White Mountains Insurance Group, Ltd. | 股票-金融 | 0.63% | -0.03% | — | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.61% | -0.01% | — | |
| 49 | RTX | Rtx CORP | 股票-工業 | 0.60% | -0.17% | +352.48% | |
| 50 | SPHY | Ss Spdr P High Yield ETF | ETF-非投資等級債 | 0.55% | -0.04% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +1.7% | +1080.39% | 加碼 |
| 2 | ASML | ASML Holding N.V. | +1.4% | NEW | 新建倉 |
| 3 | NVO | Novo-nordisk A/s-spons Adr | +1.4% | NEW | 新建倉 |
| 4 | NVDA | Nvidia CORP | +1.1% | +231.00% | 加碼 |
| 5 | UL | Unilever Plc-sponsored Adr | +1.1% | +583.08% | 加碼 |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | +1% | +179.06% | 加碼 |
| 7 | DIS | Walt Disney Co/the | +1% | NEW | 新建倉 |
| 8 | MDT | Medtronic plc | +0.8% | +592.82% | 加碼 |
| 9 | LLY | Eli Lilly & Co | +0.8% | NEW | 新建倉 |
| 10 | SBUX | Starbucks CORP | +0.8% | NEW | 新建倉 |
| 11 | MSFT | Microsoft CORP | +0.8% | +92.87% | 加碼 |
| 12 | JNJ | Johnson & Johnson | +0.7% | +134.83% | 加碼 |
| 13 | GD | General Dynamics CORP | +0.7% | NEW | 新建倉 |
| 14 | PG | Procter & Gamble Co/the | +0.6% | +727.83% | 加碼 |
| 15 | V | Visa Inc-class A Shares | +0.6% | +308.39% | 加碼 |
| 16 | AAPL | Apple Inc | +0.5% | +100.73% | 加碼 |
| 17 | RTX | Rtx CORP | +0.4% | +352.48% | 加碼 |
| 18 | ✓ | +0.4% | NEW | 新建倉 | |
| 19 | ✓ | +0.4% | NEW | 新建倉 | |
| 20 | CHRW | C.h. Robinson Worldwide Inc | +0.4% | NEW | 新建倉 |
| 21 | DEO | Diageo Plc-sponsored Adr | +0.4% | NEW | 新建倉 |
| 22 | CL | Colgate-palmolive Co | +0.3% | NEW | 新建倉 |
| 23 | GPIX | Gldm SA S&p 500 Pr In Etf-us | +0.3% | NEW | 新建倉 |
| 24 | ISRG | Intuitive Surgical Inc | +0.2% | +307.68% | 加碼 |
| 25 | AMAT | Applied Materials Inc | +0.2% | -9.91% | 減碼 |
| 26 | HD | Home Depot Inc | +0.2% | +69.11% | 加碼 |
| 27 | EMR | Emerson Electric Co | +0.2% | +182.07% | 加碼 |
| 28 | RWR | Ss Spdr Dow Jones Reit ETF | +0.1% | NEW | 新建倉 |
| 29 | OR | Or Royalties Inc | +0.1% | NEW | 新建倉 |
| 30 | DFUS | Dimensional US Eq Mkt ETF | +0.1% | +86.62% | 加碼 |
| 31 | UBER | Uber Technologies Inc | +0.1% | NEW | 新建倉 |
| 32 | SPEM | State Street Sp Ptf Em ETF | +0.1% | +104.77% | 加碼 |
| 33 | JBL | Jabil Inc | +0.1% | NEW | 新建倉 |
| 34 | PEP | Pepsico Inc | +0.1% | +92.50% | 加碼 |
| 35 | FTNT | Fortinet Inc | +0.1% | NEW | 新建倉 |
| 36 | MRVL | Marvell Technology Inc | +0.1% | NEW | 新建倉 |
| 37 | TXN | Texas Instruments Inc | +0.1% | +0.11% | 加碼 |
| 38 | QCOM | Qualcomm Inc | +0.1% | NEW | 新建倉 |
| 39 | SYSB | Ishares Systematic Bond ETF | +0.1% | NEW | 新建倉 |
| 40 | POST | Post Holdings Inc | +0.1% | NEW | 新建倉 |
| 41 | MOG-A | Moog Inc-class A | +0.1% | NEW | 新建倉 |
| 42 | IBM | Intl Business Machines CORP | +0.1% | +44.66% | 加碼 |
| 43 | AAON | Aaon Inc | +0.1% | NEW | 新建倉 |
| 44 | DASH | Doordash Inc - A | +0.1% | NEW | 新建倉 |
| 45 | ABNB | Airbnb Inc-class A | +0.1% | NEW | 新建倉 |
| 46 | XLK | Ss Technology Select Sector | 0% | +0.04% | 加碼 |
| 47 | MYRG | Myr Group Inc/delaware | 0% | — | 不變 |
| 48 | FSK | Fs Kkr Capital CORP | 0% | NEW | 新建倉 |
| 49 | PANW | Palo Alto Networks Inc | 0% | -32.73% | 減碼 |
| 50 | CAT | Caterpillar Inc | 0% | — | 不變 |
根據 SEC 官方 Form 13F 申報備案，Autumn Glory Partners, LLC 在 Q2 2026 季度的美股持倉總市值約為 US$3.6億，共申報了 212 個公開持股部位。
在 Q2 2026 季度，Autumn Glory Partners, LLC 按市值排列的前三大核心持股分別為：VOO (9.9%)、VTI (3.6%)、SPY (2.9%)。其中最大持股部位 VOO 佔據整體投資組合約 9.9% 的權重。
在 Q2 2026 季度中，Autumn Glory Partners, LLC 共進行了 150 項持倉異動，包含新建倉 26 個部位、加碼 75 個部位、減碼 31 個部位以及清倉 18 個部位。 其中最大新建倉標的為 ASML。 本季清倉部位包含 VGSH。
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。
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。
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。