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: 0001968507
申報總市值
US$3.9億
US$3.9億
279 檔
38.4%
截至 Q1 2026 季度末，Baron Wealth Management LLC 的美股持倉估值約為 US$3.9億，全數申報部位共有 279 檔。
觀察 Q1 2026 的申報異動，Baron Wealth Management LLC 採取了強勁的買進策略，建倉與加碼動作（合計 119 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
整體而言，Baron Wealth Management LLC 的前 5 大持股（包含 QUAL, DIVI, MFSI）貢獻了組合市值的 38.4%，形成該機構在 Q1 2026 季度的基本面基石。
僅顯示前 200 大持股（共 279 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 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 16.10% | -0.06% | -1.35% | |
| 2 | DIVI | Franklin International Core | ETF-其他 | 8.81% | -0.51% | +1.75% | |
| 3 | MFSI | Mfs Active International | ETF-其他 | 8.66% | -0.29% | -0.36% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 6.40% | -0.18% | -9.75% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 4.31% | -0.17% | +55.01% | |
| 6 | SNA | Snap-on Inc | 股票-工業 | 2.66% | -0.11% | +2.06% | |
| 7 | SDVY | First Trust Smid Cap Rising | ETF-其他 | 2.22% | +0.17% | +13.30% | |
| 8 | IVOG | Vanguard S&p Mid-cap 400 Gro | ETF-其他 | 1.88% | +0.39% | +72.36% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.65% | -0.01% | -0.64% | |
| 10 | RIVN | Rivian Automotive Inc-a | 股票-循環性消費 | 1.41% | — | — | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.26% | -0.05% | +6.02% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 1.19% | +0.03% | -3.52% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.99% | -0.03% | +0.02% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 0.97% | +0.04% | -11.26% | |
| 15 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.96% | +0.06% | -1.18% | |
| 16 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.94% | +0.01% | +4.04% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.89% | +0.09% | +47.84% | |
| 18 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.86% | -0.10% | +2.34% | |
| 19 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.75% | +0.04% | +87.45% | |
| 20 | FIVE | Five Below | 股票-循環性消費 | 0.66% | -0.21% | -5.69% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.54% | — | -4.02% | |
| 22 | AVGO | Broadcom Inc | 股票-科技 | 0.53% | +0.09% | +2.41% | |
| 23 | PH | Parker Hannifin CORP | 股票-工業 | 0.49% | -0.04% | +2.19% | |
| 24 | FELG | Fidelity Enh Lrg Cap Gwth | ETF-其他 | 0.47% | +0.19% | +9.57% | |
| 25 | WMT | Walmart Inc | 股票-非循環性消費 | 0.45% | -0.11% | -4.17% | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.44% | +0.04% | — | |
| 27 | BWA | Borgwarner Inc | 股票-循環性消費 | 0.43% | +0.03% | +2.94% | |
| 28 | ADI | Analog Devices Inc | 股票-科技 | 0.43% | +0.01% | -4.82% | |
| 29 | TSLA | Tesla Inc | 股票-循環性消費 | 0.36% | -0.02% | +4.73% | |
| 30 | V | Visa Inc-class A Shares | 股票-金融 | 0.36% | +0.03% | -3.08% | |
| 31 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.36% | -0.07% | +1.63% | |
| 32 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.35% | -0.08% | +28.64% | |
| 33 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.34% | -0.02% | — | |
| 34 | NFLX | Netflix Inc | 股票-通訊服務 | 0.34% | -0.15% | -5.78% | |
| 35 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.33% | -0.08% | -16.99% | |
| 36 | SAN | Banco Santander Sa-spon Adr | 股票-金融 | 0.31% | +0.03% | +1.26% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.31% | — | +7.28% | |
| 38 | CAT | Caterpillar Inc | 股票-工業 | 0.31% | +0.11% | +2.10% | |
| 39 | CTVA | Corteva Inc | 股票-原物料 | 0.30% | -0.03% | +37.70% | |
| 40 | BND | Vanguard Total Bond Market | ETF-其他 | 0.30% | -0.01% | +6.53% | |
| 41 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.29% | -0.01% | +13.49% | |
| 42 | MS | Morgan Stanley | 股票-金融 | 0.28% | +0.04% | -2.54% | |
| 43 | LIN | Linde plc | 股票-原物料 | 0.28% | -0.02% | +25.88% | |
| 44 | JBL | Jabil Inc | 股票-科技 | 0.28% | +0.07% | -0.59% | |
| 45 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.28% | +0.06% | -3.88% | |
| 46 | FAST | Fastenal Co | 股票-工業 | 0.28% | -0.03% | -0.96% | |
| 47 | AEIS | Advanced Energy Industries | 股票-工業 | 0.28% | — | +0.03% | |
| 48 | CSCO | Cisco Systems Inc | 股票-科技 | 0.27% | +0.12% | +5.48% | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.27% | — | -27.29% | |
| 50 | VTV | Vanguard Value ETF | ETF-其他 | 0.27% | -0.01% | +8.84% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +1.2% | +55.01% | 加碼 |
| 2 | IVOG | Vanguard S&p Mid-cap 400 Gro | +0.8% | +72.36% | 加碼 |
| 3 | GOOG | Alphabet Inc-cl C | +0.3% | +87.45% | 加碼 |
| 4 | SDVY | First Trust Smid Cap Rising | +0.3% | +13.30% | 加碼 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.2% | +47.84% | 加碼 |
| 6 | JNJ | Johnson & Johnson | +0.1% | +2.34% | 加碼 |
| 7 | SNA | Snap-on Inc | +0.1% | +2.06% | 加碼 |
| 8 | CTVA | Corteva Inc | +0.1% | +37.70% | 加碼 |
| 9 | DIVI | Franklin International Core | +0.1% | +1.75% | 加碼 |
| 10 | AEIS | Advanced Energy Industries | +0.1% | +0.03% | 加碼 |
| 11 | BTE | Baytex Energy CORP | +0.1% | +153.91% | 加碼 |
| 12 | CL | Colgate-palmolive Co | +0.1% | +95.86% | 加碼 |
| 13 | LIN | Linde plc | +0.1% | +25.88% | 加碼 |
| 14 | BWA | Borgwarner Inc | +0.1% | +2.94% | 加碼 |
| 15 | SU | Suncor Energy Inc | +0.1% | +2.59% | 加碼 |
| 16 | FIVE | Five Below | +0.1% | -5.69% | 減碼 |
| 17 | XOM | Exxon Mobil CORP | +0.1% | -3.91% | 減碼 |
| 18 | CAT | Caterpillar Inc | +0.1% | +2.10% | 加碼 |
| 19 | COST | Costco Wholesale CORP | +0.1% | +64.50% | 加碼 |
| 20 | ABBV | Abbvie Inc | +0.1% | +42.11% | 加碼 |
| 21 | EFXT | Enerflex LTD | +0.1% | +7.63% | 加碼 |
| 22 | IMO | Imperial Oil LTD | +0.1% | +3.17% | 加碼 |
| 23 | BKDV | Bny Mellon Dynamic Value | +0.1% | +29.94% | 加碼 |
| 24 | MCO | Moody's CORP | +0.1% | +85.53% | 加碼 |
| 25 | DLX | Deluxe CORP | +0.1% | +26.91% | 加碼 |
| 26 | MO | Altria Group Inc | +0.1% | +11.09% | 加碼 |
| 27 | BFH | Bread Financial Holdings Inc | +0.1% | +49.24% | 加碼 |
| 28 | CBT | Cabot CORP | 0% | +38.07% | 加碼 |
| 29 | AMGN | Amgen Inc | 0% | +17.29% | 加碼 |
| 30 | GILD | Gilead Sciences Inc | 0% | +1.63% | 加碼 |
| 31 | ADI | Analog Devices Inc | 0% | -4.82% | 減碼 |
| 32 | TS | Tenaris Sa-adr | 0% | +2.58% | 加碼 |
| 33 | MUR | Murphy Oil CORP | 0% | +2.57% | 加碼 |
| 34 | RSP | Invesco S&p 500 Equal Weight | 0% | +50.91% | 加碼 |
| 35 | JBL | Jabil Inc | 0% | -0.59% | 減碼 |
| 36 | AA | Alcoa CORP | 0% | +1.36% | 加碼 |
| 37 | PG | Procter & Gamble Co/the | 0% | +13.49% | 加碼 |
| 38 | IVLU | Ishares Msci International V | 0% | +24.05% | 加碼 |
| 39 | FAST | Fastenal Co | 0% | -0.96% | 減碼 |
| 40 | CGAU | Centerra Gold Inc | 0% | +6.24% | 加碼 |
| 41 | MGA | Magna International Inc | 0% | +26.92% | 加碼 |
| 42 | NAT | Nordic American Tankers Limited | 0% | +3.37% | 加碼 |
| 43 | VOD | Vodafone Group Plc-sp Adr | 0% | +3.51% | 加碼 |
| 44 | MRK | Merck & Co. Inc. | 0% | +11.51% | 加碼 |
| 45 | GEV | GE Vernova Inc | 0% | +11.40% | 加碼 |
| 46 | KMT | Kennametal Inc | 0% | +3.81% | 加碼 |
| 47 | CTAS | Cintas CORP | 0% | +53.42% | 加碼 |
| 48 | DHT | DHT Holdings, Inc. | 0% | +4.18% | 加碼 |
| 49 | ZIM | ZIM Integrated Shipping Services Ltd. | 0% | +17.88% | 加碼 |
| 50 | ITW | Illinois Tool Works | 0% | +31.58% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Baron Wealth Management LLC 在 Q1 2026 季度的美股持倉總市值約為 US$3.9億，共申報了 279 個公開持股部位。
在 Q1 2026 季度，Baron Wealth Management LLC 按市值排列的前三大核心持股分別為：QUAL (16.1%)、DIVI (8.8%)、MFSI (8.7%)。其中最大持股部位 QUAL 佔據整體投資組合約 16.1% 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
ODFL
市值: US$60.7萬
本季最大獲利了結 / 清倉標的
IWD
前期市值: US$63.1萬
在 Q1 2026 季度中，Baron Wealth Management LLC 共進行了 195 項持倉異動，包含新建倉 44 個部位、加碼 75 個部位、減碼 53 個部位以及清倉 23 個部位。 其中最大新建倉標的為 ODFL。 本季清倉部位包含 IWD。
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。