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: 0002063211
申報總市值
US$1.5億
US$1.5億
164 檔
14.1%
Q1 2026 季度申報顯示，Bingham Private Wealth, LLC 揭露的美股組合總市值為 US$1.5億，涵蓋 164 個不同之權益投資部位。
觀察 Q1 2026 的申報異動，Bingham Private Wealth, LLC 採取了強勁的買進策略，建倉與加碼動作（合計 128 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 NVDA, AMZN, MSFT）占據了總市值的 14.1%，展現出該機構在 Q1 2026 的重點資金聚焦與風險分佈特徵。
| # | 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 | NVDA | Nvidia CORP | 股票-科技 | 3.69% | -0.30% | +3.21% | |
| 2 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.39% | +0.20% | +16.36% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.38% | -0.17% | -32.32% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.03% | -0.58% | +12.66% | |
| 5 | AVGO | Broadcom Inc | 股票-科技 | 2.72% | +0.10% | +2.89% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.67% | +0.09% | +33.93% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 2.48% | +1.30% | -27.39% | |
| 8 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 2.26% | -0.10% | +0.59% | |
| 9 | EQAL | Invesco Russell 1000 Equal W | ETF-其他 | 1.97% | -0.03% | -0.21% | |
| 10 | XOM | Exxon Mobil CORP | 股票-能源 | 1.82% | -1.82% | EXIT | |
| 11 | CSCO | Cisco Systems Inc | 股票-科技 | 1.62% | +0.22% | +11.43% | |
| 12 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.60% | — | +9.98% | |
| 13 | ASML | ASML Holding N.V. | 股票-科技 | 1.52% | -0.28% | +7.33% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.44% | -0.04% | -1.28% | |
| 15 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 1.32% | -0.28% | +3.43% | |
| 16 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.23% | -0.52% | +16.46% | |
| 17 | BN | Brookfield CORP | 股票-金融 | 1.20% | +0.05% | +3.21% | |
| 18 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.20% | +0.30% | +85.03% | |
| 19 | IBM | Intl Business Machines CORP | 股票-科技 | 1.20% | +0.01% | +2.50% | |
| 20 | MBB | Ishares Mbs ETF | ETF-其他 | 1.19% | +0.04% | -0.30% | |
| 21 | CVX | Chevron CORP | 股票-能源 | 1.19% | -0.35% | +4.94% | |
| 22 | V | Visa Inc-class A Shares | 股票-金融 | 1.15% | +0.02% | +9.99% | |
| 23 | PM | Philip Morris International | 股票-非循環性消費 | 1.12% | — | +12.84% | |
| 24 | WMT | Walmart Inc | 股票-非循環性消費 | 1.11% | -0.23% | -25.14% | |
| 25 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.11% | +0.38% | +27.60% | |
| 26 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.10% | -0.01% | +9.38% | |
| 27 | PWR | Quanta Services Inc | 股票-工業 | 1.09% | -0.15% | +0.16% | |
| 28 | GEV | GE Vernova Inc | 股票-工業 | 1.04% | +0.20% | +12.67% | |
| 29 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.98% | -0.16% | +86.27% | |
| 30 | FDX | Fedex CORP | 股票-工業 | 0.91% | -0.35% | +2.52% | |
| 31 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.85% | +0.10% | +9.67% | |
| 32 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.84% | -0.08% | -49.93% | |
| 33 | CRH | CRH plc | 股票-原物料 | 0.83% | -0.10% | -0.56% | |
| 34 | TSLA | Tesla Inc | 股票-循環性消費 | 0.82% | -0.03% | -8.08% | |
| 35 | DELL | Dell Technologies -c | 股票-科技 | 0.75% | -0.11% | +2.52% | |
| 36 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.73% | -0.15% | +34.62% | |
| 37 | TMUS | T-mobile US Inc | 股票-通訊服務 | 0.71% | -0.23% | +17.16% | |
| 38 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.70% | +0.08% | -3.69% | |
| 39 | WMB | Williams Cos Inc | 股票-能源 | 0.70% | -0.01% | +6.34% | |
| 40 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.70% | -0.11% | +31.33% | |
| 41 | LNG | Cheniere Energy Inc | 股票-能源 | 0.69% | -0.11% | +7.94% | |
| 42 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.69% | +0.04% | +182.34% | |
| 43 | MA | Mastercard Inc - A | 股票-金融 | 0.68% | +0.01% | -29.56% | |
| 44 | C | Citigroup Inc | 股票-金融 | 0.67% | -0.03% | +2.71% | |
| 45 | BAC | Bank Of America CORP | 股票-金融 | 0.63% | +0.02% | +21.76% | |
| 46 | RTX | Rtx CORP | 股票-工業 | 0.62% | -0.07% | -0.86% | |
| 47 | AZN | AstraZeneca PLC | 股票-醫療保健 | 0.62% | -0.08% | — | |
| 48 | SLB | Slb LTD | 股票-能源 | 0.61% | -0.05% | +48.55% | |
| 49 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.61% | -0.13% | +24.03% | |
| 50 | COP | Conocophillips | 股票-能源 | 0.59% | -0.18% | +82.50% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +0.6% | +14.06% | 加碼 |
| 2 | TSM | Taiwan Semiconductor-sp Adr | +0.6% | +85.03% | 加碼 |
| 3 | COST | Costco Wholesale CORP | +0.5% | +86.27% | 加碼 |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | +33.93% | 加碼 |
| 5 | GOOG | Alphabet Inc-cl C | +0.4% | +182.34% | 加碼 |
| 6 | COP | Conocophillips | +0.3% | +82.50% | 加碼 |
| 7 | GEV | GE Vernova Inc | +0.3% | +12.67% | 加碼 |
| 8 | CVX | Chevron CORP | +0.3% | +4.94% | 加碼 |
| 9 | SLB | Slb LTD | +0.3% | +48.55% | 加碼 |
| 10 | ASML | ASML Holding N.V. | +0.3% | +7.33% | 加碼 |
| 11 | VZ | Verizon Communications Inc | +0.3% | +34.62% | 加碼 |
| 12 | LNG | Cheniere Energy Inc | +0.2% | +7.94% | 加碼 |
| 13 | NEE | Nextera Energy Inc | +0.2% | +31.33% | 加碼 |
| 14 | JNJ | Johnson & Johnson | +0.2% | -49.93% | 減碼 |
| 15 | PWR | Quanta Services Inc | +0.2% | +0.16% | 加碼 |
| 16 | KLAC | Kla CORP | +0.2% | +49.56% | 加碼 |
| 17 | DELL | Dell Technologies -c | +0.1% | +2.52% | 加碼 |
| 18 | FDX | Fedex CORP | +0.1% | +2.52% | 加碼 |
| 19 | ABBV | Abbvie Inc | +0.1% | +27.60% | 加碼 |
| 20 | PEP | Pepsico Inc | +0.1% | +24.03% | 加碼 |
| 21 | PFE | Pfizer Inc | +0.1% | +35.09% | 加碼 |
| 22 | WMB | Williams Cos Inc | +0.1% | +6.34% | 加碼 |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +45.54% | 加碼 |
| 24 | VLO | Valero Energy CORP | +0.1% | +12.66% | 加碼 |
| 25 | GILD | Gilead Sciences Inc | +0.1% | +3.43% | 加碼 |
| 26 | LIN | Linde plc | +0.1% | +23.93% | 加碼 |
| 27 | MRK | Merck & Co. Inc. | +0.1% | +12.70% | 加碼 |
| 28 | TLT | Ishares 20+ Year Treasury Bd | +0.1% | +40.18% | 加碼 |
| 29 | NOC | Northrop Grumman CORP | +0.1% | +10.06% | 加碼 |
| 30 | UNH | Unitedhealth Group Inc | +0.1% | +77.34% | 加碼 |
| 31 | PM | Philip Morris International | +0.1% | +12.84% | 加碼 |
| 32 | TMUS | T-mobile US Inc | +0.1% | +17.16% | 加碼 |
| 33 | CAT | Caterpillar Inc | +0.1% | +2.28% | 加碼 |
| 34 | ABNB | Airbnb Inc-class A | +0.1% | +32.21% | 加碼 |
| 35 | AMAT | Applied Materials Inc | +0.1% | +0.26% | 加碼 |
| 36 | CSCO | Cisco Systems Inc | +0.1% | +11.43% | 加碼 |
| 37 | BTI | British American Tob-sp Adr | +0.1% | +19.16% | 加碼 |
| 38 | MO | Altria Group Inc | +0.1% | +6.91% | 加碼 |
| 39 | ORCL | Oracle CORP | +0.1% | +85.99% | 加碼 |
| 40 | IGIB | Ishares 5-10y Inv Grade CORP | 0% | +19.54% | 加碼 |
| 41 | CTVA | Corteva Inc | 0% | +1.29% | 加碼 |
| 42 | FCX | Freeport-mcmoran Inc | 0% | +0.69% | 加碼 |
| 43 | MUFG | Mitsubishi Ufj Finl-spon Adr | 0% | +15.42% | 加碼 |
| 44 | HSY | Hershey Co/the | 0% | +3.60% | 加碼 |
| 45 | DE | Deere & Co | 0% | -2.51% | 減碼 |
| 46 | URI | United Rentals Inc | 0% | +28.32% | 加碼 |
| 47 | GFI | Gold Fields Ltd-spons Adr | 0% | +12.40% | 加碼 |
| 48 | MCK | Mckesson CORP | 0% | +5.84% | 加碼 |
| 49 | KO | Coca-cola Co/the | 0% | -35.03% | 減碼 |
| 50 | JNJ | Johnson & Johnson | 0% | +0.88% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Bingham Private Wealth, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$1.5億，共申報了 164 個公開持股部位。
在 Q1 2026 季度，Bingham Private Wealth, LLC 按市值排列的前三大核心持股分別為：NVDA (3.7%)、AMZN (3.4%)、MSFT (3.4%)。其中最大持股部位 NVDA 佔據整體投資組合約 3.7% 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
AZN
市值: US$78.2萬
本季最大獲利了結 / 清倉標的
AZNN
前期市值: US$66.9萬
在 Q1 2026 季度中，Bingham Private Wealth, LLC 共進行了 174 項持倉異動，包含新建倉 27 個部位、加碼 101 個部位、減碼 32 個部位以及清倉 14 個部位。 其中最大新建倉標的為 AZN。 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。