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: 0002088236
申報總市值
US$1.7億
US$1.7億
643 檔
46.8%
在 Q1 2026 的 13F 官方備案中，Basepoint Wealth LLC 管理的美股投資組合規模來到 US$1.7億，整體持股檔數為 643 檔。
觀察 Q1 2026 的資金脈絡，Basepoint Wealth LLC 在獲利結算 12 檔個股的同時，將資本重新部署至 23 檔新選標的，展現主動管理機構的輪動節奏。
在資產配置集中度方面，Basepoint Wealth LLC 的前 5 大核心持股（包含 PHYS, PSLV, AKRE 等）合計佔整體申報市值的 46.8%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 643 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 | PHYS | Sprott Physical Gold Trust | 股票-其他 | 15.98% | -3.36% | -21.31% | |
| 2 | PSLV | Sprott Physical Silver Trust | 股票-其他 | 13.59% | -4.25% | -35.09% | |
| 3 | AKRE | Akre Focus ETF | ETF-其他 | 10.14% | -4.29% | — | |
| 4 | DE | Deere & Co | 股票-工業 | 3.80% | +0.46% | +0.26% | |
| 5 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 3.24% | +6.80% | — | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.77% | +0.03% | -0.98% | |
| 7 | PEO | Adams Natural Resources Fund | 股票-其他 | 2.64% | -0.35% | -0.57% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 1.81% | +0.29% | -0.98% | |
| 9 | INGR | Ingredion Inc | 股票-非循環性消費 | 1.56% | -0.11% | +7.89% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 1.48% | +0.26% | -5.49% | |
| 11 | GD | General Dynamics CORP | 股票-工業 | 1.33% | -0.02% | -7.63% | |
| 12 | TPR | Tapestry Inc | 股票-循環性消費 | 1.22% | -0.46% | -23.61% | |
| 13 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.09% | -0.16% | +1.44% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.06% | +0.17% | +21.02% | |
| 15 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.01% | +0.06% | +16.40% | |
| 16 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.87% | +0.13% | -3.07% | |
| 17 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股與成長 | 0.81% | +0.10% | +0.20% | |
| 18 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.73% | +0.16% | -6.10% | |
| 19 | ZM | Zoom Communications Inc | 股票-科技 | 0.73% | +0.23% | +35.16% | |
| 20 | LNT | Alliant Energy CORP | 股票-公用事業 | 0.70% | +0.01% | -0.01% | |
| 21 | RTX | Rtx CORP | 股票-工業 | 0.69% | -0.01% | -6.04% | |
| 22 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.66% | -0.11% | -1.32% | |
| 23 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.60% | +0.08% | -15.34% | |
| 24 | COP | Conocophillips | 股票-能源 | 0.58% | -0.13% | -0.26% | |
| 25 | XOM | Exxon Mobil CORP | 股票-能源 | 0.58% | -0.58% | EXIT | |
| 26 | AMP | Ameriprise Financial Inc | 股票-金融 | 0.55% | +0.02% | +0.32% | |
| 27 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 0.54% | +0.05% | +5.12% | |
| 28 | JLL | Jones Lang Lasalle Inc | 股票-房地產 | 0.52% | -0.03% | -24.57% | |
| 29 | MCK | Mckesson CORP | 股票-醫療保健 | 0.52% | -0.07% | -0.29% | |
| 30 | CAT | Caterpillar Inc | 股票-工業 | 0.50% | +0.21% | -2.14% | |
| 31 | PFG | Principal Financial Group | 股票-金融 | 0.50% | +0.09% | +0.27% | |
| 32 | WTBA | West Bancorporation | 股票-其他 | 0.48% | +0.05% | -1.76% | |
| 33 | AXP | American Express Co | 股票-金融 | 0.47% | +0.01% | -0.59% | |
| 34 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.46% | +0.10% | -1.53% | |
| 35 | PSX | Phillips 66 | 股票-能源 | 0.45% | -0.05% | -1.09% | |
| 36 | ATI | Ati Inc | 股票-工業 | 0.45% | -0.02% | -3.55% | |
| 37 | MMM | 3m Co | 股票-工業 | 0.45% | — | -23.40% | |
| 38 | INTC | Intel CORP | 股票-科技 | 0.44% | -0.09% | -4.73% | |
| 39 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.44% | +0.04% | +4.37% | |
| 40 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.40% | — | -1.74% | |
| 41 | WMT | Walmart Inc | 股票-非循環性消費 | 0.39% | -0.04% | -3.11% | |
| 42 | CSCO | Cisco Systems Inc | 股票-科技 | 0.38% | -0.07% | -17.53% | |
| 43 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.35% | +0.04% | -20.68% | |
| 44 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.35% | +0.01% | +4.39% | |
| 45 | TGT | Target CORP | 股票-循環性消費 | 0.35% | +0.55% | +528.05% | |
| 46 | GE | General Electric | 股票-工業 | 0.33% | +0.10% | +0.15% | |
| 47 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.33% | -0.01% | -6.81% | |
| 48 | BF-B | Brown-forman Corp-class B | 股票-其他 | 0.31% | +0.39% | — | |
| 49 | CVX | Chevron CORP | 股票-能源 | 0.30% | -0.05% | +0.90% | |
| 50 | GEHC | GE Healthcare Technology | 股票-醫療保健 | 0.30% | +0.44% | +1030.44% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | DE | Deere & Co | +0.5% | +0.26% | 加碼 |
| 2 | PEO | Adams Natural Resources Fund | +0.4% | -0.57% | 減碼 |
| 3 | TGT | Target CORP | +0.3% | +528.05% | 加碼 |
| 4 | TROW | T Rowe Price Group Inc | +0.3% | +5476.00% | 加碼 |
| 5 | VZ | Verizon Communications Inc | +0.3% | +16.40% | 加碼 |
| 6 | ADBE | Adobe Inc | +0.3% | +6610.00% | 加碼 |
| 7 | GEHC | GE Healthcare Technology | +0.3% | +1030.44% | 加碼 |
| 8 | XOM | Exxon Mobil CORP | +0.2% | +0.66% | 加碼 |
| 9 | COP | Conocophillips | +0.1% | -0.26% | 減碼 |
| 10 | ZM | Zoom Communications Inc | +0.1% | +35.16% | 加碼 |
| 11 | PSX | Phillips 66 | +0.1% | -1.09% | 減碼 |
| 12 | FDL | First Trust Morn Dvd Lead In | +0.1% | +5.12% | 加碼 |
| 13 | CAT | Caterpillar Inc | +0.1% | -2.14% | 減碼 |
| 14 | CVX | Chevron CORP | +0.1% | +0.90% | 加碼 |
| 15 | ATI | Ati Inc | +0.1% | -3.55% | 減碼 |
| 16 | AMAT | Applied Materials Inc | +0.1% | +0.52% | 加碼 |
| 17 | INGR | Ingredion Inc | +0.1% | +7.89% | 加碼 |
| 18 | GEV | GE Vernova Inc | +0.1% | — | 不變 |
| 19 | FNDX | Schwab Fndmntl US Lrg Co ETF | +0.1% | +155250.00% | 加碼 |
| 20 | NEE | Nextera Energy Inc | 0% | -1.32% | 減碼 |
| 21 | PEP | Pepsico Inc | 0% | +1.44% | 加碼 |
| 22 | INTC | Intel CORP | 0% | -4.73% | 減碼 |
| 23 | SCHD | Schwab US Dvd Equity ETF | 0% | +4.39% | 加碼 |
| 24 | FDX | Fedex CORP | 0% | +0.81% | 加碼 |
| 25 | CASY | Casey's General Stores Inc | 0% | +0.32% | 加碼 |
| 26 | LNT | Alliant Energy CORP | 0% | -0.01% | 減碼 |
| 27 | LMT | Lockheed Martin CORP | 0% | -2.75% | 減碼 |
| 28 | VWO | Vanguard Ftse Emerging Marke | 0% | +27.70% | 加碼 |
| 29 | OXY | Occidental Petroleum CORP | 0% | +0.49% | 加碼 |
| 30 | ORCL | Oracle CORP | 0% | +230.83% | 加碼 |
| 31 | HAL | Halliburton Co | 0% | +39.53% | 加碼 |
| 32 | TSM | Taiwan Semiconductor-sp Adr | 0% | +86.41% | 加碼 |
| 33 | WMT | Walmart Inc | 0% | -3.11% | 減碼 |
| 34 | ALB | Albemarle CORP | 0% | -13.31% | 減碼 |
| 35 | PFE | Pfizer Inc | 0% | +1.14% | 加碼 |
| 36 | DVA | Davita Inc | 0% | -0.41% | 減碼 |
| 37 | SCHG | Schwab US Large-cap Growth | 0% | +23.15% | 加碼 |
| 38 | SLB | Slb LTD | 0% | -15.45% | 減碼 |
| 39 | DVN | Devon Energy CORP | 0% | +0.40% | 加碼 |
| 40 | VLO | Valero Energy CORP | 0% | +0.93% | 加碼 |
| 41 | EDGH | 3edge Dynamic Hard Asset ETF | 0% | +0.03% | 加碼 |
| 42 | MUB | Ishares National Muni Bond E | 0% | +29.15% | 加碼 |
| 43 | LRCX | Lam Research CORP | 0% | +0.31% | 加碼 |
| 44 | WDC | Western Digital CORP | 0% | — | 不變 |
| 45 | MPC | Marathon Petroleum CORP | 0% | — | 不變 |
| 46 | NRG | Nrg Energy Inc | 0% | +680.00% | 加碼 |
| 47 | MCK | Mckesson CORP | — | -0.29% | 減碼 |
| 48 | SCHV | Schwab US Large-cap Value | — | +6.06% | 加碼 |
| 49 | WTBA | West Bancorporation | — | -1.76% | 減碼 |
| 50 | PG | Procter & Gamble Co/the | — | +4.37% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Basepoint Wealth LLC 在 Q1 2026 季度的美股持倉總市值約為 US$1.7億，共申報了 643 個公開持股部位。
在 Q1 2026 季度，Basepoint Wealth LLC 按市值排列的前三大核心持股分別為：PHYS (16.0%)、PSLV (13.6%)、AKRE (10.1%)。其中最大持股部位 PHYS 佔據整體投資組合約 16.0% 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
AKRE
市值: US$1773.2萬
本季最大獲利了結 / 清倉標的
HYD
前期市值: US$29.5萬
在 Q1 2026 季度中，Basepoint Wealth LLC 共進行了 188 項持倉異動，包含新建倉 23 個部位、加碼 59 個部位、減碼 94 個部位以及清倉 12 個部位。 其中最大新建倉標的為 AKRE。 本季清倉部位包含 HYD。
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。