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: 0001654599
申報總市值
US$26.9億
US$26.9億
786 檔
19.5%
根據最新整理的 13F 季度數據集，Beacon Investment Advisory Services, Inc. 於 Q1 2026 結束時的管理資產規模為 US$26.9億。該機構在本季度申報了 786 檔美股持倉，呈現出該時期的主要投資地圖。
觀察 Q1 2026 的申報異動，Beacon Investment Advisory Services, Inc. 採取了強勁的買進策略，建倉與加碼動作（合計 101 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。
檢視投資組合結構，前 5 大主力部位（包含 VTI, IJR, IAU）占據了總市值的 19.5%，展現出該機構在 Q1 2026 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 786 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 7.06% | +0.24% | +1.22% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 5.42% | +0.96% | +13.08% | |
| 3 | IAU | Ishares Gold Trust | ETF-避險與商品 | 3.52% | -0.66% | +4.88% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.81% | -0.30% | -3.05% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 2.76% | -0.29% | +3.09% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.73% | +0.23% | +12.32% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 2.66% | — | -11.16% | |
| 8 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 2.65% | -0.28% | +5.01% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.38% | -0.38% | -12.63% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 2.28% | +0.04% | +10.33% | |
| 11 | MA | Mastercard Inc - A | 股票-金融 | 2.24% | -0.62% | -4.21% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.01% | -1.21% | +54.22% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.83% | -0.01% | +61.59% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.71% | +0.16% | -33.16% | |
| 15 | ADI | Analog Devices Inc | 股票-科技 | 1.68% | -0.04% | -5.94% | |
| 16 | MS | Morgan Stanley | 股票-金融 | 1.62% | +0.15% | -13.81% | |
| 17 | AMGN | Amgen Inc | 股票-醫療保健 | 1.54% | -0.13% | +90.31% | |
| 18 | CAT | Caterpillar Inc | 股票-工業 | 1.52% | +0.48% | -8.38% | |
| 19 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.51% | -0.08% | +4.86% | |
| 20 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.44% | -0.26% | -26.67% | |
| 21 | AMAT | Applied Materials Inc | 股票-科技 | 1.42% | +0.90% | -11.54% | |
| 22 | ROST | Ross Stores Inc | 股票-循環性消費 | 1.37% | -0.21% | -4.86% | |
| 23 | IDXX | Idexx Laboratories Inc | 股票-醫療保健 | 1.36% | -0.28% | -6.58% | |
| 24 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.28% | -0.08% | +1.90% | |
| 25 | AMD | Advanced Micro Devices | 股票-科技 | 1.20% | +1.54% | -6.29% | |
| 26 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.14% | -0.08% | -0.35% | |
| 27 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 1.08% | +0.42% | +58.99% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.07% | +0.01% | -1.38% | |
| 29 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 1.03% | -0.05% | -24.28% | |
| 30 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.01% | +0.85% | -7.92% | |
| 31 | CVX | Chevron CORP | 股票-能源 | 0.95% | -0.31% | +1910.06% | |
| 32 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.85% | -0.77% | -4.96% | |
| 33 | ETN | Eaton Corporation plc | 股票-工業 | 0.85% | +0.04% | +1.30% | |
| 34 | AVGO | Broadcom Inc | 股票-科技 | 0.83% | +0.04% | -7.05% | |
| 35 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.82% | -0.07% | -5.55% | |
| 36 | FTNT | Fortinet Inc | 股票-科技 | 0.81% | +0.51% | -5.65% | |
| 37 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.77% | +0.02% | -0.91% | |
| 38 | SYK | Stryker CORP | 股票-醫療保健 | 0.75% | -0.17% | -7.51% | |
| 39 | HON | Honeywell International Inc | 股票-工業 | 0.74% | -0.74% | EXIT | |
| 40 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.73% | -0.19% | -29.90% | |
| 41 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.69% | +0.13% | +33.46% | |
| 42 | SCCO | Southern Copper CORP | 股票-原物料 | 0.68% | +0.61% | +8.98% | |
| 43 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.68% | +0.08% | -5.56% | |
| 44 | DXCM | Dexcom Inc | 股票-醫療保健 | 0.66% | -0.05% | -5.67% | |
| 45 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.66% | -0.13% | +2.89% | |
| 46 | CSCO | Cisco Systems Inc | 股票-科技 | 0.65% | +0.07% | +1.41% | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.63% | +0.15% | +34.84% | |
| 48 | GEV | GE Vernova Inc | 股票-工業 | 0.60% | +0.12% | +1470.19% | |
| 49 | DHR | Danaher CORP | 股票-醫療保健 | 0.60% | -0.10% | -3.58% | |
| 50 | PODD | Insulet CORP | 股票-醫療保健 | 0.59% | -0.25% | -4.94% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CVX | Chevron CORP | +0.9% | +1910.06% | 加碼 |
| 2 | IJR | Ishares Core S&p Small-cap E | +0.8% | +13.08% | 加碼 |
| 3 | AMGN | Amgen Inc | +0.8% | +90.31% | 加碼 |
| 4 | VIG | Vanguard Dividend Apprec ETF | +0.7% | +61.59% | 加碼 |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.7% | +54.22% | 加碼 |
| 6 | GEV | GE Vernova Inc | +0.6% | +1470.19% | 加碼 |
| 7 | IAU | Ishares Gold Trust | +0.5% | +4.88% | 加碼 |
| 8 | META | Meta Platforms Inc-class A | +0.4% | +1156.59% | 加碼 |
| 9 | ACWI | Ishares Msci Acwi ETF | +0.4% | +58.99% | 加碼 |
| 10 | VEA | Vanguard Ftse Developed ETF | +0.4% | +12.32% | 加碼 |
| 11 | GS | Goldman Sachs Group Inc | +0.3% | +1226.50% | 加碼 |
| 12 | AMAT | Applied Materials Inc | +0.2% | -11.54% | 減碼 |
| 13 | CAT | Caterpillar Inc | +0.2% | -8.38% | 減碼 |
| 14 | VWO | Vanguard Ftse Emerging Marke | +0.2% | +33.46% | 加碼 |
| 15 | ROST | Ross Stores Inc | +0.2% | -4.86% | 減碼 |
| 16 | JNJ | Johnson & Johnson | +0.2% | -0.35% | 減碼 |
| 17 | ADI | Analog Devices Inc | +0.2% | -5.94% | 減碼 |
| 18 | SCCO | Southern Copper CORP | +0.2% | +8.98% | 加碼 |
| 19 | VOO | Vanguard S&p 500 ETF | +0.1% | +34.84% | 加碼 |
| 20 | SHY | Ishares 1-3 Year Treasury Bo | +0.1% | +5.01% | 加碼 |
| 21 | URI | United Rentals Inc | +0.1% | +53.93% | 加碼 |
| 22 | ETN | Eaton Corporation plc | +0.1% | +1.30% | 加碼 |
| 23 | GILD | Gilead Sciences Inc | +0.1% | +2.89% | 加碼 |
| 24 | NEE | Nextera Energy Inc | +0.1% | +5.93% | 加碼 |
| 25 | HON | Honeywell International Inc | +0.1% | -1.46% | 減碼 |
| 26 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | +3.09% | 加碼 |
| 27 | NVDA | Nvidia CORP | +0.1% | +10.33% | 加碼 |
| 28 | EQIX | Equinix Inc | +0.1% | +1.34% | 加碼 |
| 29 | AGG | Ishares Core U.s. Aggregate | +0.1% | +4.86% | 加碼 |
| 30 | COWZ | Pacer US Cash Cows 100 ETF | +0.1% | +16.14% | 加碼 |
| 31 | PEP | Pepsico Inc | +0.1% | +11.04% | 加碼 |
| 32 | NOC | Northrop Grumman CORP | +0.1% | -4.43% | 減碼 |
| 33 | VLO | Valero Energy CORP | +0.1% | -22.13% | 減碼 |
| 34 | ENB | Enbridge Inc | +0.1% | +1.58% | 加碼 |
| 35 | CGNX | Cognex CORP | +0.1% | -0.82% | 減碼 |
| 36 | WM | Waste Management Inc | +0.1% | +9.56% | 加碼 |
| 37 | DUK | Duke Energy CORP | +0.1% | +2.22% | 加碼 |
| 38 | XOM | Exxon Mobil CORP | 0% | -4.12% | 減碼 |
| 39 | CB | Chubb Limited | 0% | +2.31% | 加碼 |
| 40 | PNW | Pinnacle West Capital | 0% | +0.74% | 加碼 |
| 41 | CME | Cme Group Inc | 0% | +2.60% | 加碼 |
| 42 | GLW | Corning Inc | 0% | -2.09% | 減碼 |
| 43 | SNA | Snap-on Inc | 0% | +2.71% | 加碼 |
| 44 | JPST | Jpmorgan Ultra-short Income | 0% | +1.90% | 加碼 |
| 45 | DRI | Darden Restaurants Inc | 0% | -1.11% | 減碼 |
| 46 | COP | Conocophillips | 0% | +6.41% | 加碼 |
| 47 | CSCO | Cisco Systems Inc | 0% | +1.41% | 加碼 |
| 48 | APH | Amphenol Corp-cl A | 0% | +31.95% | 加碼 |
| 49 | VSGX | Vanguard Esg Intl Stock ETF | 0% | +25.65% | 加碼 |
| 50 | SBUX | Starbucks CORP | 0% | -0.19% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Beacon Investment Advisory Services, Inc. 在 Q1 2026 季度的美股持倉總市值約為 US$26.9億，共申報了 786 個公開持股部位。
在 Q1 2026 季度，Beacon Investment Advisory Services, Inc. 按市值排列的前三大核心持股分別為：VTI (7.1%)、IJR (5.4%)、IAU (3.5%)。其中最大持股部位 VTI 佔據整體投資組合約 7.1% 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
ANET
市值: US$1176.0萬
本季最大獲利了結 / 清倉標的
AZNN
前期市值: US$74.3萬
在 Q1 2026 季度中，Beacon Investment Advisory Services, Inc. 共進行了 195 項持倉異動，包含新建倉 53 個部位、加碼 48 個部位、減碼 91 個部位以及清倉 3 個部位。 其中最大新建倉標的為 ANET。 本季清倉部位包含 AZNN。
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。