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: 0002083592
申報總市值
US$1.9億
US$1.9億
136 檔
28.6%
截至 Q1 2026 季度末，Birch Financial Group, LLC 的美股持倉估值約為 US$1.9億，全數申報部位共有 136 檔。
Birch Financial Group, LLC 在 Q1 2026 進行了結構性的板塊輪動與部位換股。在開立 8 個全新部位及加碼 67 檔持股的同時，亦同步清倉 8 檔並減碼 51 檔標的。
整體而言，Birch Financial Group, LLC 的前 5 大持股（包含 AXP, BRK-A, VOO）貢獻了組合市值的 28.6%，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 | AXP | American Express Co | 股票-金融 | 11.08% | -0.28% | +1.13% | |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 8.39% | -0.69% | — | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 6.01% | +1.49% | +18.97% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 3.80% | +0.01% | -0.04% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.24% | -0.25% | -3.81% | |
| 6 | HD | Home Depot Inc | 股票-循環性消費 | 2.68% | -0.14% | +0.08% | |
| 7 | AMP | Ameriprise Financial Inc | 股票-金融 | 2.64% | -0.25% | +0.03% | |
| 8 | GD | General Dynamics CORP | 股票-工業 | 2.46% | -0.23% | — | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.23% | -0.34% | +7.71% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.13% | +0.63% | +2.69% | |
| 11 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.06% | -0.15% | -0.86% | |
| 12 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.97% | +0.10% | +0.03% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.77% | +0.73% | +7.36% | |
| 14 | PSX | Phillips 66 | 股票-能源 | 1.72% | -0.32% | -0.04% | |
| 15 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.70% | -0.20% | -1.58% | |
| 16 | BAC | Bank Of America CORP | 股票-金融 | 1.58% | +0.06% | +0.21% | |
| 17 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.57% | -0.07% | +1.27% | |
| 18 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.39% | -0.02% | -5.52% | |
| 19 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.24% | -0.02% | -1.64% | |
| 20 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 1.21% | +0.40% | +7.75% | |
| 21 | PM | Philip Morris International | 股票-非循環性消費 | 1.14% | -0.06% | +12.00% | |
| 22 | NVDA | Nvidia CORP | 股票-科技 | 1.08% | +0.04% | -0.84% | |
| 23 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 1.03% | -0.04% | +1.37% | |
| 24 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 1.03% | -0.04% | -0.28% | |
| 25 | T | At&t Inc | 股票-通訊服務 | 0.92% | -0.32% | -10.34% | |
| 26 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.87% | -0.01% | -0.97% | |
| 27 | XOM | Exxon Mobil CORP | 股票-能源 | 0.81% | -0.34% | +13.64% | |
| 28 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.77% | -0.03% | +0.52% | |
| 29 | CVX | Chevron CORP | 股票-能源 | 0.77% | -0.23% | -1.27% | |
| 30 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.70% | -0.11% | +5.14% | |
| 31 | CCJ | Cameco CORP | 股票-能源 | 0.68% | -0.12% | +131.55% | |
| 32 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.66% | -0.17% | -9.33% | |
| 33 | WEC | Wec Energy Group Inc | 股票-公用事業 | 0.65% | -0.07% | +0.86% | |
| 34 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.63% | -0.02% | -1.11% | |
| 35 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.63% | +0.09% | +444.96% | |
| 36 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.62% | +0.19% | +7.51% | |
| 37 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.62% | +0.03% | -0.86% | |
| 38 | APP | Applovin Corp-class A | 股票-科技 | 0.61% | +0.01% | +16.11% | |
| 39 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.57% | -0.05% | +34.71% | |
| 40 | MBB | Ishares Mbs ETF | ETF-其他 | 0.55% | -0.02% | -1.40% | |
| 41 | V | Visa Inc-class A Shares | 股票-金融 | 0.52% | -0.19% | -25.91% | |
| 42 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.51% | +0.04% | +7.57% | |
| 43 | ORCL | Oracle CORP | 股票-科技 | 0.49% | -0.18% | +23.16% | |
| 44 | MA | Mastercard Inc - A | 股票-金融 | 0.49% | -0.17% | -7.35% | |
| 45 | MO | Altria Group Inc | 股票-非循環性消費 | 0.49% | -0.08% | +15.67% | |
| 46 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.49% | +0.02% | +2.18% | |
| 47 | PGR | Progressive CORP | 股票-金融 | 0.48% | -0.01% | +27.81% | |
| 48 | SHOC | Shoc US Semicon Equity ETF | ETF-其他 | 0.47% | +0.13% | +9.91% | |
| 49 | NFLX | Netflix Inc | 股票-通訊服務 | 0.46% | -0.15% | -14.92% | |
| 50 | WMT | Walmart Inc | 股票-非循環性消費 | 0.45% | -0.10% | -3.33% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +0.8% | +18.97% | 加碼 |
| 2 | PSX | Phillips 66 | +0.5% | -0.04% | 減碼 |
| 3 | QQQM | Invesco Nasdaq 100 ETF | +0.5% | +444.96% | 加碼 |
| 4 | CCJ | Cameco CORP | +0.4% | +131.55% | 加碼 |
| 5 | JNJ | Johnson & Johnson | +0.3% | -0.86% | 減碼 |
| 6 | XOM | Exxon Mobil CORP | +0.3% | +13.64% | 加碼 |
| 7 | AXSM | Axsome Therapeutics Inc | +0.2% | +206.29% | 加碼 |
| 8 | CVX | Chevron CORP | +0.2% | -1.27% | 減碼 |
| 9 | IJR | Ishares Core S&p Small-cap E | +0.2% | +7.36% | 加碼 |
| 10 | PM | Philip Morris International | +0.2% | +12.00% | 加碼 |
| 11 | VEA | Vanguard Ftse Developed ETF | +0.2% | +2.69% | 加碼 |
| 12 | NEE | Nextera Energy Inc | +0.1% | +5.14% | 加碼 |
| 13 | MO | Altria Group Inc | +0.1% | +15.67% | 加碼 |
| 14 | SPEM | State Street Sp Ptf Em ETF | +0.1% | +7.75% | 加碼 |
| 15 | AEP | American Electric Power | +0.1% | +16.97% | 加碼 |
| 16 | BKR | Baker Hughes Co | +0.1% | — | 不變 |
| 17 | GD | General Dynamics CORP | +0.1% | — | 不變 |
| 18 | KR | Kroger Co | +0.1% | +36.31% | 加碼 |
| 19 | META | Meta Platforms Inc-class A | +0.1% | +34.71% | 加碼 |
| 20 | AMD | Advanced Micro Devices | +0.1% | +35.66% | 加碼 |
| 21 | VZ | Verizon Communications Inc | +0.1% | -9.33% | 減碼 |
| 22 | ALL | Allstate CORP | +0.1% | +40.40% | 加碼 |
| 23 | KO | Coca-cola Co/the | +0.1% | +13.84% | 加碼 |
| 24 | WEC | Wec Energy Group Inc | +0.1% | +0.86% | 加碼 |
| 25 | CI | THE Cigna Group | +0.1% | +27.71% | 加碼 |
| 26 | SHOC | Shoc US Semicon Equity ETF | +0.1% | +9.91% | 加碼 |
| 27 | CME | Cme Group Inc | +0.1% | +13.87% | 加碼 |
| 28 | EXC | Exelon CORP | +0.1% | +16.37% | 加碼 |
| 29 | XEL | Xcel Energy Inc | +0.1% | +22.51% | 加碼 |
| 30 | HON | Honeywell International Inc | +0.1% | +0.32% | 加碼 |
| 31 | SCZ | Ishares Msci Eafe Small-cap | +0.1% | +7.51% | 加碼 |
| 32 | PGR | Progressive CORP | +0.1% | +27.81% | 加碼 |
| 33 | T | At&t Inc | +0.1% | -10.34% | 減碼 |
| 34 | CNP | Centerpoint Energy Inc | +0.1% | +20.77% | 加碼 |
| 35 | SHY | Ishares 1-3 Year Treasury Bo | +0.1% | +1.27% | 加碼 |
| 36 | MRK | Merck & Co. Inc. | 0% | +3.75% | 加碼 |
| 37 | WMT | Walmart Inc | 0% | -3.33% | 減碼 |
| 38 | CINF | Cincinnati Financial CORP | 0% | +20.21% | 加碼 |
| 39 | FDX | Fedex CORP | 0% | -1.46% | 減碼 |
| 40 | DUK | Duke Energy CORP | 0% | -0.56% | 減碼 |
| 41 | KLAC | Kla CORP | 0% | -1.70% | 減碼 |
| 42 | EPD | Enterprise Products Partners | 0% | +0.65% | 加碼 |
| 43 | PG | Procter & Gamble Co/the | 0% | +4.76% | 加碼 |
| 44 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | 0% | +1.37% | 加碼 |
| 45 | SCHP | Schwab U.s. Tips ETF | 0% | -0.28% | 減碼 |
| 46 | PEP | Pepsico Inc | 0% | -0.49% | 減碼 |
| 47 | UNP | Union Pacific CORP | 0% | +0.97% | 加碼 |
| 48 | MCD | Mcdonald's CORP | 0% | +0.80% | 加碼 |
| 49 | SNOW | Snowflake Inc | 0% | +56.56% | 加碼 |
| 50 | TSLA | Tesla Inc | 0% | +28.76% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Birch Financial Group, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$1.9億，共申報了 136 個公開持股部位。
在 Q1 2026 季度，Birch Financial Group, LLC 按市值排列的前三大核心持股分別為：AXP (11.1%)、BRK-A (8.4%)、VOO (6.0%)。其中最大持股部位 AXP 佔據整體投資組合約 11.1% 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
AWK
市值: US$40.9萬
本季最大獲利了結 / 清倉標的
PAYC
前期市值: US$52.2萬
在 Q1 2026 季度中，Birch Financial Group, LLC 共進行了 134 項持倉異動，包含新建倉 8 個部位、加碼 67 個部位、減碼 51 個部位以及清倉 8 個部位。 其中最大新建倉標的為 AWK。 本季清倉部位包含 PAYC。
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。