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: 0002044001
申報總市值
US$3.3億
US$3.3億
186 檔
25.8%
在 Q1 2026 申報期間，BCS Private Wealth Management, Inc.（CIK: 0002044001）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$3.3億，共持有 186 個公開申報部位。
BCS Private Wealth Management, Inc. 於 Q1 2026 展現出進攻型調倉步調，本季推動了 28 檔股票的新建倉與 85 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
從部位權重觀察，前 5 大標的（包含 EAGL, BRK-B, MSFT）累計市值佔比達 25.8%，是驅動 BCS Private Wealth Management, Inc. 該季度整體投資組合績效表現的核心支柱。
| # | 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 | EAGL | Eagle Capital Select Eqty | ETF-其他 | 12.32% | -2.99% | +32.00% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.77% | +0.02% | +12.50% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.62% | -0.66% | +25.22% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.49% | +0.05% | +7.27% | |
| 5 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 2.82% | +0.46% | +45.02% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 2.47% | -0.12% | +19.92% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.44% | -0.12% | +27.89% | |
| 8 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 2.33% | +0.10% | -0.54% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.01% | +0.27% | -3.60% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.86% | +0.11% | +0.31% | |
| 11 | ITA | Ishares U.s. Aerospace & Def | ETF-其他 | 1.82% | +0.23% | +1.96% | |
| 12 | KMI | Kinder Morgan, Inc. | 股票-能源 | 1.73% | +0.04% | +0.16% | |
| 13 | NEM | Newmont CORP | 股票-原物料 | 1.68% | -0.23% | +4.50% | |
| 14 | WM | Waste Management Inc | 股票-工業 | 1.66% | -0.14% | +4.42% | |
| 15 | NTR | Nutrien LTD | 股票-原物料 | 1.60% | -0.28% | +5.13% | |
| 16 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.50% | +0.15% | -1.91% | |
| 17 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 1.45% | +0.31% | +1.10% | |
| 18 | ECL | Ecolab Inc | 股票-原物料 | 1.40% | +0.07% | -0.20% | |
| 19 | OSCR | Oscar Health Inc - Class A | 股票-醫療保健 | 1.25% | +1.66% | +6.43% | |
| 20 | PPL | Ppl CORP | 股票-公用事業 | 1.23% | -0.02% | +3.60% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.23% | +0.15% | — | |
| 22 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.21% | +0.01% | +2.95% | |
| 23 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.20% | -0.17% | +21.08% | |
| 24 | GDX | Vaneck Gold Miners ETF | ETF-避險與商品 | 1.15% | -0.21% | -2.77% | |
| 25 | IBM | Intl Business Machines CORP | 股票-科技 | 1.13% | -0.06% | +10.56% | |
| 26 | AXP | American Express Co | 股票-金融 | 1.10% | -0.22% | +38.06% | |
| 27 | NTRS | Northern Trust CORP | 股票-金融 | 1.08% | +0.25% | +0.12% | |
| 28 | ERIC | Ericsson (lm) Tel-sp Adr | 股票-科技 | 1.04% | -0.04% | +0.23% | |
| 29 | IVOL | Quadratic Int Rte Vol Infl H | ETF-其他 | 1.03% | -0.12% | -1.21% | |
| 30 | UNP | Union Pacific CORP | 股票-工業 | 0.97% | +0.22% | +4.34% | |
| 31 | GPC | Genuine Parts Co | 股票-循環性消費 | 0.96% | +0.21% | +6.64% | |
| 32 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.88% | +0.06% | +18.30% | |
| 33 | CCJ | Cameco CORP | 股票-能源 | 0.86% | -0.07% | +0.23% | |
| 34 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.86% | +0.13% | +7.81% | |
| 35 | MS | Morgan Stanley | 股票-金融 | 0.84% | +0.07% | +40.46% | |
| 36 | ITW | Illinois Tool Works | 股票-工業 | 0.77% | -0.16% | +24.72% | |
| 37 | PULS | Pgim Ultra Short Bond ETF | ETF-其他 | 0.77% | +2.00% | +110.72% | |
| 38 | DHR | Danaher CORP | 股票-醫療保健 | 0.76% | -0.16% | +44.11% | |
| 39 | QCOM | Qualcomm Inc | 股票-科技 | 0.76% | +0.12% | +27.81% | |
| 40 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.68% | +0.10% | — | |
| 41 | XES | Ss Spdr S&p Og Eqp & Serv | ETF-其他 | 0.65% | -0.03% | +8.88% | |
| 42 | BND | Vanguard Total Bond Market | ETF-其他 | 0.63% | -0.01% | -11.37% | |
| 43 | AMGN | Amgen Inc | 股票-醫療保健 | 0.61% | -0.09% | +88.52% | |
| 44 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.60% | +0.02% | +27.41% | |
| 45 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型股 | 0.59% | -0.01% | +21.97% | |
| 46 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.59% | +0.08% | — | |
| 47 | CSCO | Cisco Systems Inc | 股票-科技 | 0.58% | +0.23% | +66.93% | |
| 48 | LUCK | Lucky Strike Entertainment C | 股票-其他 | 0.55% | -0.44% | — | |
| 49 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.50% | -0.07% | +46.57% | |
| 50 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.49% | +0.06% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | EAGL | Eagle Capital Select Eqty | +1.1% | +32.00% | 加碼 |
| 2 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.6% | +45.02% | 加碼 |
| 3 | PULS | Pgim Ultra Short Bond ETF | +0.4% | +110.72% | 加碼 |
| 4 | VZ | Verizon Communications Inc | +0.3% | +21.08% | 加碼 |
| 5 | AMGN | Amgen Inc | +0.3% | +88.52% | 加碼 |
| 6 | COST | Costco Wholesale CORP | +0.2% | +122.26% | 加碼 |
| 7 | NTR | Nutrien LTD | +0.2% | +5.13% | 加碼 |
| 8 | CSCO | Cisco Systems Inc | +0.2% | +66.93% | 加碼 |
| 9 | XES | Ss Spdr S&p Og Eqp & Serv | +0.2% | +8.88% | 加碼 |
| 10 | RSG | Republic Services Inc | +0.2% | +196.64% | 加碼 |
| 11 | MDT | Medtronic plc | +0.2% | +89.42% | 加碼 |
| 12 | KMI | Kinder Morgan, Inc. | +0.1% | +0.16% | 加碼 |
| 13 | PEP | Pepsico Inc | +0.1% | +118.68% | 加碼 |
| 14 | MS | Morgan Stanley | +0.1% | +40.46% | 加碼 |
| 15 | OVV | Ovintiv Inc | +0.1% | — | 不變 |
| 16 | GOOGL | Alphabet Inc-cl A | +0.1% | +27.89% | 加碼 |
| 17 | ITW | Illinois Tool Works | +0.1% | +24.72% | 加碼 |
| 18 | HD | Home Depot Inc | +0.1% | +76.98% | 加碼 |
| 19 | DHI | Dr Horton Inc | +0.1% | +130.79% | 加碼 |
| 20 | AMZN | Amazon.com Inc | +0.1% | +46.57% | 加碼 |
| 21 | GLW | Corning Inc | +0.1% | -5.16% | 減碼 |
| 22 | TMUS | T-mobile US Inc | +0.1% | +33.33% | 加碼 |
| 23 | IJS | Ishares S&p Small-cap 600 Va | +0.1% | +78.77% | 加碼 |
| 24 | CCJ | Cameco CORP | +0.1% | +0.23% | 加碼 |
| 25 | VTWO | Vanguard Russell 2000 ETF | +0.1% | +21.97% | 加碼 |
| 26 | XOM | Exxon Mobil CORP | +0.1% | -0.09% | 減碼 |
| 27 | FDX | Fedex CORP | +0.1% | +33.33% | 加碼 |
| 28 | ERIC | Ericsson (lm) Tel-sp Adr | 0% | +0.23% | 加碼 |
| 29 | RSP | Invesco S&p 500 Equal Weight | 0% | +18.30% | 加碼 |
| 30 | DHR | Danaher CORP | 0% | +44.11% | 加碼 |
| 31 | BP | Bp Plc-spons Adr | 0% | +3.82% | 加碼 |
| 32 | PAAS | Pan American Silver CORP | 0% | +30.60% | 加碼 |
| 33 | CASY | Casey's General Stores Inc | 0% | — | 不變 |
| 34 | CL | Colgate-palmolive Co | 0% | +30.13% | 加碼 |
| 35 | EIX | Edison International | 0% | — | 不變 |
| 36 | EWZ | Ishares Msci Brazil ETF | 0% | — | 不變 |
| 37 | DTH | Wisdomtree International Hig | 0% | +22.45% | 加碼 |
| 38 | NEM | Newmont CORP | 0% | +4.50% | 加碼 |
| 39 | DUK | Duke Energy CORP | 0% | +5.28% | 加碼 |
| 40 | MOD | Modine Manufacturing Co | 0% | -21.44% | 減碼 |
| 41 | XOP | Ss Spdr S&p Og Exp & Prod | 0% | — | 不變 |
| 42 | CVX | Chevron CORP | 0% | — | 不變 |
| 43 | AIR | Aar CORP | 0% | +1.50% | 加碼 |
| 44 | SBUX | Starbucks CORP | 0% | +24.64% | 加碼 |
| 45 | AXP | American Express Co | 0% | +38.06% | 加碼 |
| 46 | CALM | Cal-maine Foods Inc | 0% | +15.69% | 加碼 |
| 47 | BCD | Abrdn Bloomberg All Commodit | 0% | +2.38% | 加碼 |
| 48 | CW | Curtiss-wright CORP | 0% | — | 不變 |
| 49 | MRK | Merck & Co. Inc. | 0% | +0.68% | 加碼 |
| 50 | INTC | Intel CORP | 0% | — | 不變 |
根據 SEC 官方 Form 13F 申報備案，BCS Private Wealth Management, Inc. 在 Q1 2026 季度的美股持倉總市值約為 US$3.3億，共申報了 186 個公開持股部位。
在 Q1 2026 季度，BCS Private Wealth Management, Inc. 按市值排列的前三大核心持股分別為：EAGL (12.3%)、BRK-B (3.8%)、MSFT (3.6%)。其中最大持股部位 EAGL 佔據整體投資組合約 12.3% 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
LUCK
市值: US$180.1萬
本季最大獲利了結 / 清倉標的
ADBE
前期市值: US$46.8萬
在 Q1 2026 季度中，BCS Private Wealth Management, Inc. 共進行了 160 項持倉異動，包含新建倉 28 個部位、加碼 85 個部位、減碼 30 個部位以及清倉 17 個部位。 其中最大新建倉標的為 LUCK。 本季清倉部位包含 ADBE。
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。