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: 0002011802
申報總市值
US$2.6億
US$2.6億
140 檔
22.7%
截至 Q1 2026 季度末，Aviso Wealth Management 的美股持倉估值約為 US$2.6億，全數申報部位共有 140 檔。
Aviso Wealth Management 在 Q1 2026 的調整主要集中於風險出清，清倉與減碼部位合計達 80 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
檢視投資組合結構，前 5 大主力部位（包含 AAPL, NVDA, GOOGL）占據了總市值的 22.7%，展現出該機構在 Q1 2026 的重點資金聚焦與風險分佈特徵。
| # | 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 | AAPL | Apple Inc | 股票-科技 | 8.30% | -0.21% | -7.38% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.35% | -0.12% | -0.69% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 5.27% | +0.16% | -3.83% | |
| 4 | NFLX | Netflix Inc | 股票-通訊服務 | 3.95% | -1.44% | +1.26% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.60% | -0.48% | +1.76% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.21% | -0.38% | +5.48% | |
| 7 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.20% | -0.02% | +2.96% | |
| 8 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.30% | -0.36% | +9.29% | |
| 9 | TFLR | T Rowe Price Floating Rt ETF | ETF-其他 | 2.18% | -0.11% | +0.23% | |
| 10 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.10% | +0.32% | +2.05% | |
| 11 | GS | Goldman Sachs Group Inc | 股票-金融 | 2.06% | — | +1.25% | |
| 12 | CVX | Chevron CORP | 股票-能源 | 1.99% | -0.64% | +0.16% | |
| 13 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.90% | +0.09% | +3.46% | |
| 14 | GE | General Electric | 股票-工業 | 1.83% | +0.25% | +2.94% | |
| 15 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.81% | -0.30% | -3.80% | |
| 16 | TSLA | Tesla Inc | 股票-循環性消費 | 1.79% | +0.02% | +2.48% | |
| 17 | AVGO | Broadcom Inc | 股票-科技 | 1.69% | +0.03% | +1.27% | |
| 18 | MA | Mastercard Inc - A | 股票-金融 | 1.46% | -0.16% | +7.03% | |
| 19 | UBER | Uber Technologies Inc | 股票-工業 | 1.43% | -0.24% | -0.15% | |
| 20 | MU | Micron Technology Inc | 股票-科技 | 1.37% | +2.56% | -3.14% | |
| 21 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.29% | +0.24% | -5.99% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 1.26% | -0.41% | -4.04% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.23% | -0.14% | -29.66% | |
| 24 | BA | Boeing Co/the | 股票-工業 | 1.22% | -0.10% | +0.43% | |
| 25 | STX | Seagate Technology Holdings plc | 股票-科技 | 1.22% | +1.30% | -4.53% | |
| 26 | BAC | Bank Of America CORP | 股票-金融 | 1.04% | +0.21% | +41.16% | |
| 27 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.01% | -0.18% | +2.73% | |
| 28 | WFC | Wells Fargo & Co | 股票-金融 | 0.93% | -0.10% | +5.46% | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.91% | -0.10% | -8.57% | |
| 30 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.86% | -0.24% | -0.58% | |
| 31 | V | Visa Inc-class A Shares | 股票-金融 | 0.85% | — | +4.46% | |
| 32 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.85% | -0.12% | +2.39% | |
| 33 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.84% | -0.02% | — | |
| 34 | PWR | Quanta Services Inc | 股票-工業 | 0.84% | +0.06% | — | |
| 35 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.71% | -0.11% | +83.48% | |
| 36 | ETN | Eaton Corporation plc | 股票-工業 | 0.69% | -0.12% | -23.49% | |
| 37 | HD | Home Depot Inc | 股票-循環性消費 | 0.62% | -0.16% | -15.87% | |
| 38 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.61% | +0.12% | +0.59% | |
| 39 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.56% | +0.36% | — | |
| 40 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.56% | -0.05% | -2.79% | |
| 41 | USB | US Bancorp | 股票-金融 | 0.56% | -0.02% | -2.84% | |
| 42 | LADR | Ladder Capital Corp-reit | 股票-其他 | 0.55% | -0.06% | -0.68% | |
| 43 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.55% | +0.09% | -0.57% | |
| 44 | LMT | Lockheed Martin CORP | 股票-工業 | 0.55% | -0.15% | +66.92% | |
| 45 | EXC | Exelon CORP | 股票-公用事業 | 0.54% | -0.10% | +0.03% | |
| 46 | HON | Honeywell International Inc | 股票-工業 | 0.50% | -0.50% | EXIT | |
| 47 | CEG | Constellation Energy | 股票-公用事業 | 0.49% | -0.12% | -0.05% | |
| 48 | VUG | Vanguard Growth ETF | ETF-其他 | 0.47% | +0.01% | -0.29% | |
| 49 | GEHC | GE Healthcare Technology | 股票-醫療保健 | 0.46% | -0.22% | -0.48% | |
| 50 | BXSL | Blackstone Secured Lending F | 股票-金融 | 0.45% | -0.06% | +0.82% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CVX | Chevron CORP | +0.6% | +0.16% | 加碼 |
| 2 | COST | Costco Wholesale CORP | +0.6% | +9.29% | 加碼 |
| 3 | NFLX | Netflix Inc | +0.4% | +1.26% | 加碼 |
| 4 | XOM | Exxon Mobil CORP | +0.4% | -4.04% | 減碼 |
| 5 | STX | Seagate Technology Holdings plc | +0.4% | -4.53% | 減碼 |
| 6 | PG | Procter & Gamble Co/the | +0.4% | +83.48% | 加碼 |
| 7 | JNJ | Johnson & Johnson | +0.3% | -3.80% | 減碼 |
| 8 | LMT | Lockheed Martin CORP | +0.3% | +66.92% | 加碼 |
| 9 | MSIF | Msc Income Fund Inc | +0.3% | +275.64% | 加碼 |
| 10 | BAC | Bank Of America CORP | +0.3% | +41.16% | 加碼 |
| 11 | MU | Micron Technology Inc | +0.3% | -3.14% | 減碼 |
| 12 | PWR | Quanta Services Inc | +0.2% | — | 不變 |
| 13 | AMAT | Applied Materials Inc | +0.2% | +25.88% | 加碼 |
| 14 | NEE | Nextera Energy Inc | +0.2% | +2.39% | 加碼 |
| 15 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -5.99% | 減碼 |
| 16 | GEV | GE Vernova Inc | +0.1% | +44.52% | 加碼 |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +100.00% | 加碼 |
| 18 | LNG | Cheniere Energy Inc | +0.1% | -1.21% | 減碼 |
| 19 | TFLR | T Rowe Price Floating Rt ETF | +0.1% | +0.23% | 加碼 |
| 20 | T | At&t Inc | +0.1% | +51.53% | 加碼 |
| 21 | TJX | Tjx Companies Inc | +0.1% | +67.49% | 加碼 |
| 22 | ABBV | Abbvie Inc | +0.1% | +3.46% | 加碼 |
| 23 | EXC | Exelon CORP | +0.1% | +0.03% | 加碼 |
| 24 | MRK | Merck & Co. Inc. | +0.1% | -2.79% | 減碼 |
| 25 | PEP | Pepsico Inc | +0.1% | +0.59% | 加碼 |
| 26 | KLAC | Kla CORP | +0.1% | +32.16% | 加碼 |
| 27 | MCD | Mcdonald's CORP | +0.1% | +39.36% | 加碼 |
| 28 | GS | Goldman Sachs Group Inc | +0.1% | +1.25% | 加碼 |
| 29 | PM | Philip Morris International | +0.1% | +14.21% | 加碼 |
| 30 | LIN | Linde plc | +0.1% | +16.59% | 加碼 |
| 31 | OKE | Oneok Inc | +0.1% | -1.06% | 減碼 |
| 32 | SIMO | Silicon Motion Technol-adr | +0.1% | — | 不變 |
| 33 | AMD | Advanced Micro Devices | +0.1% | +21.00% | 加碼 |
| 34 | NOC | Northrop Grumman CORP | +0.1% | -7.22% | 減碼 |
| 35 | AMGN | Amgen Inc | +0.1% | +1.64% | 加碼 |
| 36 | VZ | Verizon Communications Inc | +0.1% | -10.67% | 減碼 |
| 37 | WMT | Walmart Inc | +0.1% | -2.96% | 減碼 |
| 38 | COP | Conocophillips | +0.1% | -3.43% | 減碼 |
| 39 | PFE | Pfizer Inc | +0.1% | -4.00% | 減碼 |
| 40 | IBM | Intl Business Machines CORP | 0% | +60.69% | 加碼 |
| 41 | SCHW | Schwab (charles) CORP | 0% | +2.73% | 加碼 |
| 42 | BPRE | Bluerock Private Real Estate | 0% | +8.68% | 加碼 |
| 43 | CRUS | Cirrus Logic Inc | 0% | — | 不變 |
| 44 | PLTR | Palantir Technologies Inc-a | 0% | +30.97% | 加碼 |
| 45 | GILD | Gilead Sciences Inc | 0% | -6.44% | 減碼 |
| 46 | GE | General Electric | 0% | +2.94% | 加碼 |
| 47 | UNH | Unitedhealth Group Inc | 0% | +31.44% | 加碼 |
| 48 | KO | Coca-cola Co/the | 0% | -3.62% | 減碼 |
| 49 | ED | Consolidated Edison Inc | 0% | -10.26% | 減碼 |
| 50 | IEFA | Ishares Core Msci Eafe ETF | 0% | +0.48% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Aviso Wealth Management 在 Q1 2026 季度的美股持倉總市值約為 US$2.6億，共申報了 140 個公開持股部位。
在 Q1 2026 季度，Aviso Wealth Management 按市值排列的前三大核心持股分別為：AAPL (8.3%)、NVDA (5.3%)、GOOGL (5.3%)。其中最大持股部位 AAPL 佔據整體投資組合約 8.3% 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
TXN
市值: US$34.3萬
本季最大獲利了結 / 清倉標的
QQQ
前期市值: US$201.7萬
在 Q1 2026 季度中，Aviso Wealth Management 共進行了 133 項持倉異動，包含新建倉 5 個部位、加碼 48 個部位、減碼 69 個部位以及清倉 11 個部位。 其中最大新建倉標的為 TXN。 本季清倉部位包含 QQQ。
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。