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: 0002134779
申報總市值
US$1.4億
US$1.4億
199 檔
18.5%
Avail Investment Partners, LLC 在 Q2 2026 季度的美股部位總計估值為 US$1.4億，分散於 199 個持倉標的之中，反映其市場參與廣度與投資規模。
Q2 2026 數據顯示 Avail Investment Partners, LLC 積極進場，新開立 73 個部位並同步加碼 85 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，Avail Investment Partners, LLC 的前 5 大核心持股（包含 NVDA, IVV, AGG 等）合計佔整體申報市值的 18.5%，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 | NVDA | Nvidia CORP | 股票-科技 | 5.68% | +0.55% | +12.41% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 4.38% | -0.06% | +0.93% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.92% | -0.23% | +12.52% | |
| 4 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 3.04% | -0.09% | +4.68% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 2.34% | +0.29% | +40.16% | |
| 6 | SUB | Ishares Short-term National | ETF-其他 | 2.29% | +0.14% | -37.95% | |
| 7 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 2.26% | -0.07% | +3.62% | |
| 8 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 2.02% | +0.29% | — | |
| 9 | BCI | Abrdn Bloomberg All Commodit | ETF-其他 | 1.90% | +0.30% | +0.89% | |
| 10 | LRCX | Lam Research CORP | 股票-科技 | 1.89% | -0.59% | +4.13% | |
| 11 | TBIL | F/m US Treasury 3 Month Bill | ETF-政府公債 | 1.79% | +0.05% | +97.49% | |
| 12 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.78% | +0.37% | +2.91% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.62% | +0.66% | +62.39% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.51% | -0.18% | +9.30% | |
| 15 | UPS | United Parcel Service-cl B | 股票-工業 | 1.45% | -0.25% | +3.86% | |
| 16 | HDV | Ishares Core High Dividend E | ETF-其他 | 1.40% | -0.06% | +394.67% | |
| 17 | AVGO | Broadcom Inc | 股票-科技 | 1.22% | -0.11% | +9.88% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.15% | -0.03% | +4.05% | |
| 19 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.10% | +0.20% | +58.61% | |
| 20 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.09% | -0.04% | +21.68% | |
| 21 | MU | Micron Technology Inc | 股票-科技 | 1.05% | -0.23% | +16.77% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.00% | -0.02% | +33.72% | |
| 23 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 0.90% | -0.02% | — | |
| 24 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 0.90% | — | +28.78% | |
| 25 | IBM | Intl Business Machines CORP | 股票-科技 | 0.89% | -0.22% | +25.83% | |
| 26 | CSCO | Cisco Systems Inc | 股票-科技 | 0.82% | -0.11% | -2.12% | |
| 27 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.79% | -0.17% | — | |
| 28 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.78% | -0.18% | +51.80% | |
| 29 | IQLT | Ishares Msci International Q | ETF-其他 | 0.76% | -0.03% | -1.00% | |
| 30 | WMT | Walmart Inc | 股票-非循環性消費 | 0.75% | -0.27% | -5.14% | |
| 31 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 0.74% | -0.05% | -2.88% | |
| 32 | INTC | Intel CORP | 股票-科技 | 0.72% | -0.09% | -22.78% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.70% | -0.02% | +20.93% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.64% | -0.02% | +36.28% | |
| 35 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.60% | +0.07% | +61.91% | |
| 36 | VRT | Vertiv Holdings Co-a | 股票-工業 | 0.58% | -0.23% | +10.98% | |
| 37 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.57% | -0.02% | — | |
| 38 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.53% | -0.09% | +0.17% | |
| 39 | DES | Wisdomtree US Smallcap Divid | ETF-其他 | 0.52% | -0.01% | +20.42% | |
| 40 | TSLA | Tesla Inc | 股票-循環性消費 | 0.52% | -0.05% | +54.26% | |
| 41 | IBMP | Ishares Ibonds Dec 2027 Term | ETF-其他 | 0.50% | -0.21% | -57.63% | |
| 42 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.49% | -0.03% | +40.16% | |
| 43 | FIX | Comfort Systems USA Inc | 股票-工業 | 0.49% | -0.18% | +28.80% | |
| 44 | JBHT | Hunt (jb) Transprt Svcs Inc | 股票-工業 | 0.45% | -0.18% | +23.77% | |
| 45 | CVX | Chevron CORP | 股票-能源 | 0.45% | +0.08% | +43.00% | |
| 46 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.45% | -0.02% | — | |
| 47 | WDC | Western Digital CORP | 股票-科技 | 0.45% | -0.26% | — | |
| 48 | V | Visa Inc-class A Shares | 股票-金融 | 0.45% | — | +34.93% | |
| 49 | CB | Chubb Limited | 股票-金融 | 0.44% | -0.03% | +37.96% | |
| 50 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.44% | +0.02% | +24.68% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | IGIB | Ishares 5-10y Inv Grade CORP | +2% | NEW | 新建倉 |
| 2 | MU | Micron Technology Inc | +0.7% | +16.77% | 加碼 |
| 3 | LRCX | Lam Research CORP | +0.7% | +4.13% | 加碼 |
| 4 | TBIL | F/m US Treasury 3 Month Bill | +0.5% | +97.49% | 加碼 |
| 5 | WDC | Western Digital CORP | +0.5% | NEW | 新建倉 |
| 6 | STX | Seagate Technology Holdings plc | +0.4% | NEW | 新建倉 |
| 7 | DHR | Danaher CORP | +0.3% | NEW | 新建倉 |
| 8 | VRTX | Vertex Pharmaceuticals Inc | +0.3% | NEW | 新建倉 |
| 9 | AAPL | Apple Inc | +0.3% | +40.16% | 加碼 |
| 10 | INTC | Intel CORP | +0.3% | -22.78% | 減碼 |
| 11 | UNH | Unitedhealth Group Inc | +0.3% | NEW | 新建倉 |
| 12 | ASML | ASML Holding N.V. | +0.3% | NEW | 新建倉 |
| 13 | UL | Unilever Plc-sponsored Adr | +0.3% | NEW | 新建倉 |
| 14 | TRV | Travelers Cos Inc/the | +0.3% | NEW | 新建倉 |
| 15 | AMD | Advanced Micro Devices | +0.3% | NEW | 新建倉 |
| 16 | GEV | GE Vernova Inc | +0.3% | NEW | 新建倉 |
| 17 | WCN | Waste Connections Inc | +0.3% | NEW | 新建倉 |
| 18 | AMZN | Amazon.com Inc | +0.3% | +58.61% | 加碼 |
| 19 | FTNT | Fortinet Inc | +0.3% | NEW | 新建倉 |
| 20 | ES | Eversource Energy | +0.3% | NEW | 新建倉 |
| 21 | MSFT | Microsoft CORP | +0.2% | +62.39% | 加碼 |
| 22 | NTRA | Natera Inc | +0.2% | NEW | 新建倉 |
| 23 | MAA | Mid-america Apartment Comm | +0.2% | NEW | 新建倉 |
| 24 | BA | Boeing Co/the | +0.2% | NEW | 新建倉 |
| 25 | TJX | Tjx Companies Inc | +0.2% | NEW | 新建倉 |
| 26 | COLD | Americold Realty Trust Inc | +0.2% | NEW | 新建倉 |
| 27 | GIS | General Mills Inc | +0.2% | NEW | 新建倉 |
| 28 | CRS | Carpenter Technology | +0.2% | NEW | 新建倉 |
| 29 | HD | Home Depot Inc | +0.2% | NEW | 新建倉 |
| 30 | TER | Teradyne Inc | +0.2% | NEW | 新建倉 |
| 31 | CMI | Cummins Inc | +0.2% | NEW | 新建倉 |
| 32 | APH | Amphenol Corp-cl A | +0.2% | NEW | 新建倉 |
| 33 | SNOW | Snowflake Inc | +0.2% | NEW | 新建倉 |
| 34 | ARE | Alexandria Real Estate Equit | +0.2% | NEW | 新建倉 |
| 35 | BEPC | Brookfield Renewable CORP | +0.2% | NEW | 新建倉 |
| 36 | WFC | Wells Fargo & Co | +0.2% | NEW | 新建倉 |
| 37 | MCD | Mcdonald's CORP | +0.2% | NEW | 新建倉 |
| 38 | NEE | Nextera Energy Inc | +0.2% | NEW | 新建倉 |
| 39 | IEI | Ishares 3-7 Year Treasury Bo | +0.2% | NEW | 新建倉 |
| 40 | VLO | Valero Energy CORP | +0.2% | NEW | 新建倉 |
| 41 | JNJ | Johnson & Johnson | +0.2% | NEW | 新建倉 |
| 42 | AON | Aon plc | +0.2% | NEW | 新建倉 |
| 43 | GOOG | Alphabet Inc-cl C | +0.2% | +51.80% | 加碼 |
| 44 | ROST | Ross Stores Inc | +0.2% | NEW | 新建倉 |
| 45 | VIK | Viking Holdings Ltd | +0.2% | NEW | 新建倉 |
| 46 | ANET | Arista Networks Inc | +0.2% | NEW | 新建倉 |
| 47 | ENB | Enbridge Inc | +0.2% | NEW | 新建倉 |
| 48 | PEP | Pepsico Inc | +0.2% | NEW | 新建倉 |
| 49 | NUE | Nucor CORP | +0.2% | NEW | 新建倉 |
| 50 | HASI | Ha Sustainable Infrastructur | +0.2% | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Avail Investment Partners, LLC 在 Q2 2026 季度的美股持倉總市值約為 US$1.4億，共申報了 199 個公開持股部位。
在 Q2 2026 季度，Avail Investment Partners, LLC 按市值排列的前三大核心持股分別為：NVDA (5.7%)、IVV (4.4%)、AGG (3.9%)。其中最大持股部位 NVDA 佔據整體投資組合約 5.7% 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
IGIB
市值: US$261.8萬
本季最大獲利了結 / 清倉標的
ISTB
前期市值: US$238.4萬
在 Q2 2026 季度中，Avail Investment Partners, LLC 共進行了 188 項持倉異動，包含新建倉 73 個部位、加碼 85 個部位、減碼 19 個部位以及清倉 11 個部位。 其中最大新建倉標的為 IGIB。 本季清倉部位包含 ISTB。
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。