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: 0001730477
申報總市值
US$5.4億
US$5.4億
156 檔
34.3%
截至 Q2 2026 季度末，Ballast, Inc. 的美股持倉估值約為 US$5.4億，全數申報部位共有 156 檔。
在 Q2 2026，Ballast, Inc. 操作展現出積極擴展與加碼意向。本季共新建倉 31 個新部位，並對 59 個既有持股進行加碼（合計增持 90 檔），相較減碼與清倉部位顯著佔優。
整體而言，Ballast, Inc. 的前 5 大持股（包含 VB, VO, SPHQ）貢獻了組合市值的 34.3%，形成該機構在 Q2 2026 季度的基本面基石。
| # | 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 | VB | Vanguard Small-cap ETF | ETF-其他 | 10.57% | -0.54% | +7.62% | |
| 2 | VO | Vanguard Mid-cap ETF | ETF-其他 | 9.37% | -0.03% | +337.63% | |
| 3 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股與成長 | 6.27% | -0.19% | -1.74% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 4.47% | -0.36% | +0.54% | |
| 5 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 4.01% | +0.30% | +2.68% | |
| 6 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 3.90% | -0.03% | +1.32% | |
| 7 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 3.81% | +1.96% | +11.02% | |
| 8 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 3.39% | -0.15% | -0.10% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.83% | -0.45% | +302.23% | |
| 10 | AAPL | Apple Inc | 股票-科技 | 2.78% | +0.39% | — | |
| 11 | VHT | Vanguard Health Care ETF | ETF-其他 | 2.60% | -0.57% | +14.75% | |
| 12 | PFF | Ishares Preferred & Income S | ETF-其他 | 2.59% | -0.18% | +5.26% | |
| 13 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股與成長 | 2.45% | +0.02% | +1.49% | |
| 14 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 2.29% | +0.07% | -1.80% | |
| 15 | MU | Micron Technology Inc | 股票-科技 | 1.65% | -0.67% | -22.93% | |
| 16 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.37% | -0.16% | +11.41% | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 1.29% | +0.50% | +6.96% | |
| 18 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.21% | +0.07% | +9.03% | |
| 19 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.13% | -0.02% | +848.40% | |
| 20 | GRBK | Green Brick Partners Inc | 股票-其他 | 1.11% | -0.20% | — | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.05% | -0.03% | +2.55% | |
| 22 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.04% | +0.06% | +25.34% | |
| 23 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.01% | -0.01% | +15.46% | |
| 24 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.00% | -0.06% | +10.87% | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.98% | +0.05% | +12.29% | |
| 26 | AMD | Advanced Micro Devices | 股票-科技 | 0.96% | -0.08% | -0.19% | |
| 27 | CAT | Caterpillar Inc | 股票-工業 | 0.78% | -0.20% | +2.64% | |
| 28 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.67% | -0.04% | -0.52% | |
| 29 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.62% | — | +15.70% | |
| 30 | CSCO | Cisco Systems Inc | 股票-科技 | 0.61% | -0.07% | +10.39% | |
| 31 | WMT | Walmart Inc | 股票-非循環性消費 | 0.56% | -0.02% | +10.45% | |
| 32 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.55% | +0.01% | +17.35% | |
| 33 | HD | Home Depot Inc | 股票-循環性消費 | 0.52% | -0.09% | +36.65% | |
| 34 | DE | Deere & Co | 股票-工業 | 0.52% | +0.02% | +15.51% | |
| 35 | RTX | Rtx CORP | 股票-工業 | 0.50% | -0.02% | +27.32% | |
| 36 | GLW | Corning Inc | 股票-科技 | 0.50% | -0.20% | -4.66% | |
| 37 | TXN | Texas Instruments Inc | 股票-科技 | 0.50% | -0.01% | +3.13% | |
| 38 | TGT | Target CORP | 股票-循環性消費 | 0.48% | +0.04% | +19.00% | |
| 39 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.48% | +0.03% | +17.74% | |
| 40 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.47% | -0.11% | +0.96% | |
| 41 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.46% | +0.01% | -8.13% | |
| 42 | DUK | Duke Energy CORP | 股票-公用事業 | 0.46% | -0.03% | +21.38% | |
| 43 | TFC | Truist Financial CORP | 股票-金融 | 0.46% | -0.02% | +23.18% | |
| 44 | NTRS | Northern Trust CORP | 股票-金融 | 0.44% | -0.02% | +12.79% | |
| 45 | ED | Consolidated Edison Inc | 股票-公用事業 | 0.43% | -0.02% | +23.53% | |
| 46 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.43% | -0.15% | +0.90% | |
| 47 | V | Visa Inc-class A Shares | 股票-金融 | 0.40% | +0.02% | +35.20% | |
| 48 | NVDA | Nvidia CORP | 股票-科技 | 0.39% | +0.08% | +28.34% | |
| 49 | CB | Chubb Limited | 股票-金融 | 0.38% | -0.01% | +24.42% | |
| 50 | BA | Boeing Co/the | 股票-工業 | 0.38% | -0.03% | +24.02% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +0.9% | -22.93% | 減碼 |
| 2 | AMD | Advanced Micro Devices | +0.6% | -0.19% | 減碼 |
| 3 | UNH | Unitedhealth Group Inc | +0.4% | +11.41% | 加碼 |
| 4 | ✓ | +0.3% | NEW | 新建倉 | |
| 5 | VGT | Vanguard Info Tech ETF | +0.3% | +848.40% | 加碼 |
| 6 | TMSL | T.rowe Prc Small-mid Cap ETF | +0.3% | NEW | 新建倉 |
| 7 | ✓ | +0.2% | NEW | 新建倉 | |
| 8 | ✓ | +0.2% | NEW | 新建倉 | |
| 9 | GEV | GE Vernova Inc | +0.2% | NEW | 新建倉 |
| 10 | VB | Vanguard Small-cap ETF | +0.2% | +7.62% | 加碼 |
| 11 | VXF | Vanguard Extended Market ETF | +0.2% | +140.95% | 加碼 |
| 12 | CAT | Caterpillar Inc | +0.2% | +2.64% | 加碼 |
| 13 | CSCO | Cisco Systems Inc | +0.2% | +10.39% | 加碼 |
| 14 | GLW | Corning Inc | +0.2% | -4.66% | 減碼 |
| 15 | ET | Energy Transfer LP | +0.2% | NEW | 新建倉 |
| 16 | AMZN | Amazon.com Inc | +0.2% | +25.34% | 加碼 |
| 17 | LLY | Eli Lilly & Co | +0.2% | +10.87% | 加碼 |
| 18 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | NEW | 新建倉 |
| 19 | GOOG | Alphabet Inc-cl C | +0.1% | +15.46% | 加碼 |
| 20 | C | Citigroup Inc | +0.1% | NEW | 新建倉 |
| 21 | TXN | Texas Instruments Inc | +0.1% | +3.13% | 加碼 |
| 22 | LRCX | Lam Research CORP | +0.1% | NEW | 新建倉 |
| 23 | DELL | Dell Technologies -c | +0.1% | NEW | 新建倉 |
| 24 | ELV | Elevance Health Inc | +0.1% | NEW | 新建倉 |
| 25 | ASML | ASML Holding N.V. | +0.1% | NEW | 新建倉 |
| 26 | HD | Home Depot Inc | +0.1% | +36.65% | 加碼 |
| 27 | KMB | Kimberly-clark CORP | +0.1% | +42.42% | 加碼 |
| 28 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +0.1% | NEW | 新建倉 |
| 29 | GE | General Electric | +0.1% | +133.98% | 加碼 |
| 30 | APH | Amphenol Corp-cl A | +0.1% | NEW | 新建倉 |
| 31 | V | Visa Inc-class A Shares | +0.1% | +35.20% | 加碼 |
| 32 | PWR | Quanta Services Inc | +0.1% | NEW | 新建倉 |
| 33 | VHT | Vanguard Health Care ETF | +0.1% | +14.75% | 加碼 |
| 34 | CRH | CRH plc | +0.1% | NEW | 新建倉 |
| 35 | PNFP | Pinnacle Financial Partners | +0.1% | NEW | 新建倉 |
| 36 | NTRS | Northern Trust CORP | +0.1% | +12.79% | 加碼 |
| 37 | NVDA | Nvidia CORP | +0.1% | +28.34% | 加碼 |
| 38 | GS | Goldman Sachs Group Inc | +0.1% | +52.69% | 加碼 |
| 39 | BAC | Bank Of America CORP | +0.1% | +65.63% | 加碼 |
| 40 | INTC | Intel CORP | +0.1% | NEW | 新建倉 |
| 41 | CFG | Citizens Financial Group | +0.1% | NEW | 新建倉 |
| 42 | HCA | Hca Healthcare Inc | +0.1% | NEW | 新建倉 |
| 43 | LIN | Linde plc | +0.1% | +141.18% | 加碼 |
| 44 | PH | Parker Hannifin CORP | +0.1% | NEW | 新建倉 |
| 45 | FANG | Diamondback Energy Inc | +0.1% | NEW | 新建倉 |
| 46 | AZN | AstraZeneca PLC | +0.1% | NEW | 新建倉 |
| 47 | MS | Morgan Stanley | +0.1% | NEW | 新建倉 |
| 48 | ANET | Arista Networks Inc | +0.1% | NEW | 新建倉 |
| 49 | TRV | Travelers Cos Inc/the | 0% | +17.74% | 加碼 |
| 50 | TFC | Truist Financial CORP | 0% | +23.18% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Ballast, Inc. 在 Q2 2026 季度的美股持倉總市值約為 US$5.4億，共申報了 156 個公開持股部位。
在 Q2 2026 季度，Ballast, Inc. 按市值排列的前三大核心持股分別為：VB (10.6%)、VO (9.4%)、SPHQ (6.3%)。其中最大持股部位 VB 佔據整體投資組合約 10.6% 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
市值: US$167.5萬
本季最大獲利了結 / 清倉標的
XOM
前期市值: US$279.2萬
在 Q2 2026 季度中，Ballast, Inc. 共進行了 128 項持倉異動，包含新建倉 31 個部位、加碼 59 個部位、減碼 30 個部位以及清倉 8 個部位。 其中最大新建倉標的為 。 本季清倉部位包含 XOM。
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。