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: 0001667694
申報總市值
US$4.9億
US$4.9億
184 檔
35.8%
根據最新整理的 13F 季度數據集，Berkeley Capital Partners, LLC 於 Q1 2026 結束時的管理資產規模為 US$4.9億。該機構在本季度申報了 184 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q1 2026，Berkeley Capital Partners, LLC 操作展現出積極擴展與加碼意向。本季共新建倉 17 個新部位，並對 96 個既有持股進行加碼（合計增持 113 檔），相較減碼與清倉部位顯著佔優。
檢視投資組合結構，前 5 大主力部位（包含 SPY, VYM, VCIT）占據了總市值的 35.8%，展現出該機構在 Q1 2026 的重點資金聚焦與風險分佈特徵。
本季最大新建倉標的
BIZD
市值: US$536.6萬
本季最大獲利了結 / 清倉標的
TIDAL TRUST III
前期市值: US$212.8萬
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 19.71% | +0.69% | +0.65% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 7.34% | -0.23% | +0.16% | |
| 3 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 6.26% | -0.85% | +3.96% | |
| 4 | VCLT | Vanguard Long-term CORP Bond | ETF-投資等級公司債 | 3.85% | -0.16% | +4.45% | |
| 5 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 3.18% | +0.03% | +38.41% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.57% | +0.33% | -0.65% | |
| 7 | VDE | Vanguard Energy ETF | ETF-其他 | 2.16% | -2.11% | +2836.01% | |
| 8 | COSO | Coastal South Bancshares Inc | 股票-其他 | 2.06% | -0.09% | -1.37% | |
| 9 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 2.02% | +0.16% | +1.70% | |
| 10 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 2.01% | +0.12% | +2.08% | |
| 11 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.46% | -0.03% | +5.83% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.35% | -0.07% | +3.68% | |
| 13 | BIZD | Vaneck Bdc Income ETF | ETF-其他 | 1.24% | -0.09% | — | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.19% | +0.03% | +2.77% | |
| 15 | NVDA | Nvidia CORP | 股票-科技 | 1.18% | — | +1.36% | |
| 16 | AAPL | Apple Inc | 股票-科技 | 0.94% | +0.01% | +7.39% | |
| 17 | VIS | Vanguard Industrials ETF | ETF-其他 | 0.85% | +0.04% | -1.24% | |
| 18 | CVX | Chevron CORP | 股票-能源 | 0.84% | -0.22% | +107.08% | |
| 19 | XOM | Exxon Mobil CORP | 股票-能源 | 0.82% | -0.24% | -8.47% | |
| 20 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.78% | -0.07% | +1.38% | |
| 21 | COP | Conocophillips | 股票-能源 | 0.78% | -0.24% | +6.63% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.74% | +0.02% | -0.08% | |
| 23 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.71% | -0.06% | +55.35% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.65% | +0.09% | +9.94% | |
| 25 | GDX | Vaneck Gold Miners ETF | ETF-避險與商品 | 0.64% | +0.18% | -13.25% | |
| 26 | PFE | Pfizer Inc | 股票-醫療保健 | 0.62% | -0.30% | +31.04% | |
| 27 | DUK | Duke Energy CORP | 股票-公用事業 | 0.58% | -0.06% | +7.42% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.58% | — | +78.00% | |
| 29 | AVGO | Broadcom Inc | 股票-科技 | 0.58% | +0.06% | +57.26% | |
| 30 | FNV | Franco-nevada CORP | 股票-原物料 | 0.57% | -0.13% | -4.81% | |
| 31 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.56% | +0.61% | +980.88% | |
| 32 | MDT | Medtronic plc | 股票-醫療保健 | 0.55% | -0.26% | -3.34% | |
| 33 | BAC | Bank Of America CORP | 股票-金融 | 0.54% | -0.03% | -14.66% | |
| 34 | CSCO | Cisco Systems Inc | 股票-科技 | 0.52% | +0.09% | -8.56% | |
| 35 | SAFE | Safehold Inc | 股票-其他 | 0.52% | +0.03% | +4.82% | |
| 36 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.50% | +0.04% | +2.17% | |
| 37 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.48% | +0.02% | +6.44% | |
| 38 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.48% | -0.02% | -24.20% | |
| 39 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.47% | +0.01% | +0.50% | |
| 40 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.45% | -0.04% | +0.71% | |
| 41 | QCOM | Qualcomm Inc | 股票-科技 | 0.44% | +0.10% | -4.47% | |
| 42 | PM | Philip Morris International | 股票-非循環性消費 | 0.44% | — | +144.59% | |
| 43 | COLD | Americold Realty Trust Inc | 股票-房地產 | 0.44% | +0.11% | +8.85% | |
| 44 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.43% | -0.21% | +3.17% | |
| 45 | CB | Chubb Limited | 股票-金融 | 0.43% | -0.03% | +133.87% | |
| 46 | RTX | Rtx CORP | 股票-工業 | 0.42% | -0.06% | +77.20% | |
| 47 | DOW | Dow Inc | 股票-原物料 | 0.42% | -0.22% | +56.15% | |
| 48 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.41% | -0.05% | +2.49% | |
| 49 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.41% | -0.07% | +275.64% | |
| 50 | HD | Home Depot Inc | 股票-循環性消費 | 0.40% | -0.03% | -2.99% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VDE | Vanguard Energy ETF | +2.1% | +2836.01% | 加碼 |
| 2 | VEU | Vanguard Ftse All-world Ex-u | +0.9% | +38.41% | 加碼 |
| 3 | CVX | Chevron CORP | +0.5% | +107.08% | 加碼 |
| 4 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.5% | +980.88% | 加碼 |
| 5 | JNJ | Johnson & Johnson | +0.3% | +55.35% | 加碼 |
| 6 | NEE | Nextera Energy Inc | +0.3% | +275.64% | 加碼 |
| 7 | JNJ | Johnson & Johnson | +0.3% | +342.26% | 加碼 |
| 8 | NVS | Novartis Ag-sponsored Adr | +0.3% | +315.23% | 加碼 |
| 9 | DOW | Dow Inc | +0.3% | +56.15% | 加碼 |
| 10 | PM | Philip Morris International | +0.3% | +144.59% | 加碼 |
| 11 | COP | Conocophillips | +0.3% | +6.63% | 加碼 |
| 12 | CB | Chubb Limited | +0.3% | +133.87% | 加碼 |
| 13 | T | At&t Inc | +0.2% | +152.16% | 加碼 |
| 14 | JPM | Jpmorgan Chase & Co | +0.2% | +78.00% | 加碼 |
| 15 | CMCSA | Comcast Corp-class A | +0.2% | +141.07% | 加碼 |
| 16 | TGT | Target CORP | +0.2% | +199.23% | 加碼 |
| 17 | MS | Morgan Stanley | +0.2% | +134.41% | 加碼 |
| 18 | PFE | Pfizer Inc | +0.2% | +31.04% | 加碼 |
| 19 | RTX | Rtx CORP | +0.2% | +77.20% | 加碼 |
| 20 | XOM | Exxon Mobil CORP | +0.2% | -8.47% | 減碼 |
| 21 | DOC | Healthpeak Properties Inc | +0.2% | +117.83% | 加碼 |
| 22 | AVGO | Broadcom Inc | +0.2% | +57.26% | 加碼 |
| 23 | LOW | Lowe's Cos Inc | +0.2% | +174.82% | 加碼 |
| 24 | KMI | Kinder Morgan, Inc. | +0.2% | +80.15% | 加碼 |
| 25 | VYM | Vanguard High Dvd Yield ETF | +0.1% | +0.16% | 加碼 |
| 26 | UPS | United Parcel Service-cl B | +0.1% | +94.03% | 加碼 |
| 27 | CCI | Crown Castle Inc | +0.1% | +241.18% | 加碼 |
| 28 | OMC | Omnicom Group | +0.1% | +161.18% | 加碼 |
| 29 | DUK | Duke Energy CORP | +0.1% | +7.42% | 加碼 |
| 30 | AMLP | Alerian Mlp ETF | +0.1% | +1.38% | 加碼 |
| 31 | VCIT | Vanguard Int-term Corporate | +0.1% | +3.96% | 加碼 |
| 32 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.1% | +1.70% | 加碼 |
| 33 | COSO | Coastal South Bancshares Inc | +0.1% | -1.37% | 減碼 |
| 34 | SPMD | Ss Spdr P S&p 400 Midcap ETF | +0.1% | +2.08% | 加碼 |
| 35 | FNV | Franco-nevada CORP | +0.1% | -4.81% | 減碼 |
| 36 | BCE | Bce Inc | +0.1% | +29.73% | 加碼 |
| 37 | COST | Costco Wholesale CORP | +0.1% | +26.27% | 加碼 |
| 38 | VCLT | Vanguard Long-term CORP Bond | +0.1% | +4.45% | 加碼 |
| 39 | TLT | Ishares 20+ Year Treasury Bd | +0.1% | +5.83% | 加碼 |
| 40 | NFLX | Netflix Inc | +0.1% | +84.42% | 加碼 |
| 41 | GPC | Genuine Parts Co | 0% | +36.16% | 加碼 |
| 42 | GD | General Dynamics CORP | 0% | +10.49% | 加碼 |
| 43 | BHP | Bhp Group Ltd-spon Adr | 0% | -0.95% | 減碼 |
| 44 | CAT | Caterpillar Inc | 0% | +12.82% | 加碼 |
| 45 | RIO | Rio Tinto Plc-spon Adr | 0% | -2.55% | 減碼 |
| 46 | KO | Coca-cola Co/the | 0% | +2.62% | 加碼 |
| 47 | UNH | Unitedhealth Group Inc | 0% | +34.44% | 加碼 |
| 48 | SBUX | Starbucks CORP | 0% | +0.50% | 加碼 |
| 49 | SO | Southern Co/the | 0% | -1.46% | 減碼 |
| 50 | TFC | Truist Financial CORP | 0% | +16.47% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Berkeley Capital Partners, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$4.9億，共申報了 184 個公開持股部位。
在 Q1 2026 季度，Berkeley Capital Partners, LLC 按市值排列的前三大核心持股分別為：SPY (19.7%)、VYM (7.3%)、VCIT (6.3%)。其中最大持股部位 SPY 佔據整體投資組合約 19.7% 的權重。
在 Q1 2026 季度中，Berkeley Capital Partners, LLC 共進行了 195 項持倉異動，包含新建倉 17 個部位、加碼 96 個部位、減碼 61 個部位以及清倉 21 個部位。 其中最大新建倉標的為 BIZD。 本季清倉部位包含 TIDAL TRUST III。
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。
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。
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。