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: 0001961635
申報總市值
US$3.2億
US$3.2億
171 檔
17.0%
根據最新整理的 13F 季度數據集，Beacon Investment Advisors LLC 於 Q1 2026 結束時的管理資產規模為 US$3.2億。該機構在本季度申報了 171 檔美股持倉，呈現出該時期的主要投資地圖。
Q1 2026 的申報記錄反映 Beacon Investment Advisors LLC 的板塊替換策略：機構本季推動了 67 筆增持與 83 筆減持，籌碼呈現明顯的結構重組。
整體而言，Beacon Investment Advisors LLC 的前 5 大持股（包含 AMAT, BRK-B, MSFT）貢獻了組合市值的 17.0%，形成該機構在 Q1 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 | AMAT | Applied Materials Inc | 股票-科技 | 5.03% | +3.81% | -0.69% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.81% | -0.63% | -0.08% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.02% | -0.65% | +4.93% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 3.56% | -0.19% | -2.26% | |
| 5 | CSTM | Constellium SE | 股票-其他 | 3.03% | +0.24% | -0.29% | |
| 6 | MAR | Marriott International -cl A | 股票-循環性消費 | 2.78% | -0.12% | +0.18% | |
| 7 | CASY | Casey's General Stores Inc | 股票-循環性消費 | 2.75% | -0.25% | -0.88% | |
| 8 | GNRC | Generac Holdings Inc | 股票-工業 | 2.23% | +0.54% | -0.37% | |
| 9 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.15% | -0.48% | -1.70% | |
| 10 | DE | Deere & Co | 股票-工業 | 1.92% | -0.12% | -0.28% | |
| 11 | AXP | American Express Co | 股票-金融 | 1.76% | +0.02% | +80.28% | |
| 12 | WMT | Walmart Inc | 股票-非循環性消費 | 1.70% | -0.41% | -1.27% | |
| 13 | VLO | Valero Energy CORP | 股票-能源 | 1.59% | -0.19% | +0.03% | |
| 14 | INTU | Intuit Inc | 股票-科技 | 1.58% | -0.79% | +25.33% | |
| 15 | CSCO | Cisco Systems Inc | 股票-科技 | 1.55% | +0.40% | +0.14% | |
| 16 | BAC | Bank Of America CORP | 股票-金融 | 1.53% | -0.04% | -0.74% | |
| 17 | HQY | Healthequity Inc | 股票-醫療保健 | 1.53% | +0.51% | +53.50% | |
| 18 | LMT | Lockheed Martin CORP | 股票-工業 | 1.48% | -0.44% | -1.90% | |
| 19 | RYAAY | Ryanair Holdings Plc-sp Adr | 股票-工業 | 1.44% | -0.09% | -0.59% | |
| 20 | OCUL | Ocular Therapeutix Inc | 股票-其他 | 1.38% | -0.04% | +160.26% | |
| 21 | CAT | Caterpillar Inc | 股票-工業 | 1.36% | +0.34% | -1.03% | |
| 22 | RCL | Royal Caribbean Cruises Ltd. | 股票-循環性消費 | 1.22% | +0.21% | +0.01% | |
| 23 | FDX | Fedex CORP | 股票-工業 | 1.17% | -0.32% | -1.44% | |
| 24 | GHC | Graham Holdings Co-class B | 股票-工業 | 1.16% | -0.12% | -0.55% | |
| 25 | NVR | Nvr Inc | 股票-循環性消費 | 1.09% | -0.15% | +0.23% | |
| 26 | RHP | Ryman Hospitality Properties | 股票-房地產 | 1.06% | +0.17% | -0.91% | |
| 27 | LPLA | Lpl Financial Holdings Inc | 股票-金融 | 1.06% | -0.24% | -1.02% | |
| 28 | LHX | L3harris Technologies Inc | 股票-工業 | 1.01% | -0.30% | -1.01% | |
| 29 | AKRE | Akre Focus ETF | ETF-其他 | 0.99% | -0.18% | -0.06% | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.98% | +0.04% | +0.02% | |
| 31 | AMD | Advanced Micro Devices | 股票-科技 | 0.84% | +1.14% | +0.01% | |
| 32 | HAE | Haemonetics Corp/mass | 股票-其他 | 0.79% | +0.08% | +16.49% | |
| 33 | OBDC | Blue Owl Capital CORP | 股票-金融 | 0.77% | -0.12% | +3.34% | |
| 34 | DRI | Darden Restaurants Inc | 股票-循環性消費 | 0.76% | -0.09% | -0.53% | |
| 35 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.76% | -0.06% | +0.04% | |
| 36 | ENB | Enbridge Inc | 股票-能源 | 0.74% | -0.12% | -0.75% | |
| 37 | BKE | Buckle Inc/the | 股票-其他 | 0.71% | -0.19% | +4.26% | |
| 38 | DEO | Diageo Plc-sponsored Adr | 股票-非循環性消費 | 0.71% | -0.10% | -7.13% | |
| 39 | COF | Capital One Financial CORP | 股票-金融 | 0.69% | -0.05% | — | |
| 40 | RTX | Rtx CORP | 股票-工業 | 0.69% | -0.12% | +0.04% | |
| 41 | FFIV | F5 Inc | 股票-科技 | 0.68% | +0.11% | -6.07% | |
| 42 | BJ | Bj's Wholesale Club Holdings | 股票-非循環性消費 | 0.67% | -0.17% | — | |
| 43 | HON | Honeywell International Inc | 股票-工業 | 0.65% | -0.65% | EXIT | |
| 44 | PSX | Phillips 66 | 股票-能源 | 0.65% | -0.15% | +0.18% | |
| 45 | UPS | United Parcel Service-cl B | 股票-工業 | 0.64% | -0.06% | +0.18% | |
| 46 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.63% | -0.07% | -1.26% | |
| 47 | FAST | Fastenal Co | 股票-工業 | 0.61% | -0.08% | +9.14% | |
| 48 | XOM | Exxon Mobil CORP | 股票-能源 | 0.61% | -0.20% | +0.30% | |
| 49 | TWI | Titan International Inc | 股票-其他 | 0.60% | -0.04% | -0.62% | |
| 50 | ADM | Archer-daniels-midland Co | 股票-非循環性消費 | 0.59% | -0.08% | -16.23% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AMAT | Applied Materials Inc | +1% | -0.69% | 減碼 |
| 2 | GNRC | Generac Holdings Inc | +0.6% | -0.37% | 減碼 |
| 3 | OCUL | Ocular Therapeutix Inc | +0.6% | +160.26% | 加碼 |
| 4 | CSTM | Constellium SE | +0.6% | -0.29% | 減碼 |
| 5 | CASY | Casey's General Stores Inc | +0.5% | -0.88% | 減碼 |
| 6 | AXP | American Express Co | +0.5% | +80.28% | 加碼 |
| 7 | VLO | Valero Energy CORP | +0.5% | +0.03% | 加碼 |
| 8 | OWL | Blue Owl Capital Inc | +0.4% | +656.53% | 加碼 |
| 9 | HQY | Healthequity Inc | +0.4% | +53.50% | 加碼 |
| 10 | DE | Deere & Co | +0.2% | -0.28% | 減碼 |
| 11 | LMT | Lockheed Martin CORP | +0.2% | -1.90% | 減碼 |
| 12 | CAT | Caterpillar Inc | +0.2% | -1.03% | 減碼 |
| 13 | PSX | Phillips 66 | +0.2% | +0.18% | 加碼 |
| 14 | FDX | Fedex CORP | +0.2% | -1.44% | 減碼 |
| 15 | XOM | Exxon Mobil CORP | +0.2% | +0.30% | 加碼 |
| 16 | COST | Costco Wholesale CORP | +0.1% | -1.70% | 減碼 |
| 17 | HTLD | Heartland Express Inc | +0.1% | +102.36% | 加碼 |
| 18 | CVX | Chevron CORP | +0.1% | +0.21% | 加碼 |
| 19 | LHX | L3harris Technologies Inc | +0.1% | -1.01% | 減碼 |
| 20 | FAST | Fastenal Co | +0.1% | +9.14% | 加碼 |
| 21 | DOW | Dow Inc | +0.1% | — | 不變 |
| 22 | WMT | Walmart Inc | +0.1% | -1.27% | 減碼 |
| 23 | GLW | Corning Inc | +0.1% | +0.03% | 加碼 |
| 24 | HON | Honeywell International Inc | +0.1% | +0.13% | 加碼 |
| 25 | JNJ | Johnson & Johnson | +0.1% | +0.09% | 加碼 |
| 26 | VZ | Verizon Communications Inc | +0.1% | -2.57% | 減碼 |
| 27 | MUSA | Murphy USA Inc | +0.1% | -0.71% | 減碼 |
| 28 | NSA | National Storage Affiliates | +0.1% | — | 不變 |
| 29 | ENB | Enbridge Inc | 0% | -0.75% | 減碼 |
| 30 | IRM | Iron Mountain Inc | 0% | -1.90% | 減碼 |
| 31 | WDC | Western Digital CORP | 0% | -8.29% | 減碼 |
| 32 | KMI | Kinder Morgan, Inc. | 0% | — | 不變 |
| 33 | BEP | Brookfield Renewable Partners L.P. | 0% | +0.85% | 加碼 |
| 34 | SHEN | Shenandoah Telecommunication | 0% | -13.43% | 減碼 |
| 35 | KO | Coca-cola Co/the | 0% | -1.26% | 減碼 |
| 36 | FFIV | F5 Inc | 0% | -6.07% | 減碼 |
| 37 | MSM | Msc Industrial Direct Co-a | 0% | -2.29% | 減碼 |
| 38 | NEM | Newmont CORP | 0% | — | 不變 |
| 39 | MRK | Merck & Co. Inc. | 0% | +0.02% | 加碼 |
| 40 | BMY | Bristol-myers Squibb Co | 0% | -0.44% | 減碼 |
| 41 | SO | Southern Co/the | 0% | -0.46% | 減碼 |
| 42 | T | At&t Inc | 0% | -4.03% | 減碼 |
| 43 | CBRL | Cracker Barrel Old Country | 0% | -0.34% | 減碼 |
| 44 | PFE | Pfizer Inc | 0% | -0.98% | 減碼 |
| 45 | ADI | Analog Devices Inc | 0% | +0.40% | 加碼 |
| 46 | COP | Conocophillips | 0% | -16.92% | 減碼 |
| 47 | AMGN | Amgen Inc | 0% | -0.05% | 減碼 |
| 48 | ETN | Eaton Corporation plc | 0% | +1.36% | 加碼 |
| 49 | TSM | Taiwan Semiconductor-sp Adr | 0% | — | 不變 |
| 50 | WEC | Wec Energy Group Inc | 0% | +0.31% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Beacon Investment Advisors LLC 在 Q1 2026 季度的美股持倉總市值約為 US$3.2億，共申報了 171 個公開持股部位。
在 Q1 2026 季度，Beacon Investment Advisors LLC 按市值排列的前三大核心持股分別為：AMAT (5.0%)、BRK-B (4.8%)、MSFT (4.0%)。其中最大持股部位 AMAT 佔據整體投資組合約 5.0% 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
COF
市值: US$183.9萬
本季最大獲利了結 / 清倉標的
KVUE
前期市值: US$27.7萬
在 Q1 2026 季度中，Beacon Investment Advisors LLC 共進行了 150 項持倉異動，包含新建倉 9 個部位、加碼 58 個部位、減碼 79 個部位以及清倉 4 個部位。 其中最大新建倉標的為 COF。 本季清倉部位包含 KVUE。
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。