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$2.1億
US$2.1億
135 檔
29.8%
根據最新整理的 13F 季度數據集，Birch Financial Group, LLC 於 Q2 2026 結束時的管理資產規模為 US$2.1億。該機構在本季度申報了 135 檔美股持倉，呈現出該時期的主要投資地圖。
Birch Financial Group, LLC 在 Q2 2026 進行了結構性的板塊輪動與部位換股。在開立 19 個全新部位及加碼 53 檔持股的同時，亦同步清倉 20 檔並減碼 54 檔標的。
檢視投資組合結構，前 5 大主力部位（包含 AXP, BRK-A, VOO）占據了總市值的 29.8%，展現出該機構在 Q2 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 | AXP | American Express Co | 股票-金融 | 10.80% | -1.97% | -0.98% | |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 7.70% | -0.71% | — | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 7.50% | -0.48% | +23.32% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 3.81% | +0.36% | -0.32% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.99% | -1.06% | +0.40% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.76% | -0.24% | +32.25% | |
| 7 | HD | Home Depot Inc | 股票-循環性消費 | 2.54% | -0.68% | +0.49% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.50% | -0.40% | +34.16% | |
| 9 | IQMM | Proshares Genius Mny Mkt ETF | ETF-其他 | 2.43% | -2.43% | EXIT | |
| 10 | AMP | Ameriprise Financial Inc | 股票-金融 | 2.39% | -0.05% | -0.04% | |
| 11 | GD | General Dynamics CORP | 股票-工業 | 2.23% | -0.33% | — | |
| 12 | GS | Goldman Sachs Group Inc | 股票-金融 | 2.07% | -0.36% | — | |
| 13 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.91% | -0.12% | +1.17% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.89% | +0.59% | -4.39% | |
| 15 | BAC | Bank Of America CORP | 股票-金融 | 1.64% | -0.22% | +1.05% | |
| 16 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 1.61% | -0.11% | +37.50% | |
| 17 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.50% | +0.10% | -12.30% | |
| 18 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.50% | -0.11% | +8.92% | |
| 19 | PSX | Phillips 66 | 股票-能源 | 1.40% | +0.52% | -0.05% | |
| 20 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.37% | +0.03% | -9.12% | |
| 21 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.22% | -0.13% | -3.35% | |
| 22 | NVDA | Nvidia CORP | 股票-科技 | 1.12% | +0.37% | +2.74% | |
| 23 | PM | Philip Morris International | 股票-非循環性消費 | 1.08% | -0.28% | -1.25% | |
| 24 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.99% | -0.09% | +10.16% | |
| 25 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-其他 | 0.99% | -0.13% | +9.55% | |
| 26 | AMD | Advanced Micro Devices | 股票-科技 | 0.95% | -0.08% | +7.80% | |
| 27 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.86% | -0.10% | +10.24% | |
| 28 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.81% | -0.04% | +42.24% | |
| 29 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.74% | -0.08% | +8.78% | |
| 30 | ✓ | 股票-其他 | 0.74% | -0.13% | — | ||
| 31 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.72% | -0.09% | +1.69% | |
| 32 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.65% | -0.06% | +19.50% | |
| 33 | APP | Applovin Corp-class A | 股票-科技 | 0.62% | -0.33% | -11.48% | |
| 34 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.61% | -0.06% | +9.23% | |
| 35 | T | At&t Inc | 股票-通訊服務 | 0.60% | -0.07% | +2.62% | |
| 36 | SHOC | Shoc US Semicon Equity ETF | ETF-其他 | 0.60% | -0.10% | -15.54% | |
| 37 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.59% | -0.16% | +2.17% | |
| 38 | WEC | Wec Energy Group Inc | 股票-公用事業 | 0.58% | -0.12% | +0.86% | |
| 39 | CCJ | Cameco CORP | 股票-能源 | 0.56% | -0.20% | -0.28% | |
| 40 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.55% | -0.05% | -2.06% | |
| 41 | CVX | Chevron CORP | 股票-能源 | 0.54% | +0.07% | +0.49% | |
| 42 | MBB | Ishares Mbs ETF | ETF-其他 | 0.53% | -0.06% | +9.63% | |
| 43 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.52% | +0.06% | +5.94% | |
| 44 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-其他 | 0.51% | -0.04% | — | |
| 45 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.51% | -0.04% | +2.76% | |
| 46 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.49% | -0.08% | +1.10% | |
| 47 | PGR | Progressive CORP | 股票-金融 | 0.47% | -0.18% | +1.72% | |
| 48 | XOM | Exxon Mobil CORP | 股票-能源 | 0.47% | -0.47% | EXIT | |
| 49 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.45% | -0.04% | +3.38% | |
| 50 | C | Citigroup Inc | 股票-金融 | 0.45% | -0.07% | +3.34% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | IQMM | Proshares Genius Mny Mkt ETF | +2.4% | NEW | 新建倉 |
| 2 | VOO | Vanguard S&p 500 ETF | +1.5% | +23.32% | 加碼 |
| 3 | ✓ | +0.7% | NEW | 新建倉 | |
| 4 | IJR | Ishares Core S&p Small-cap E | +0.7% | +34.16% | 加碼 |
| 5 | VEA | Vanguard Ftse Developed ETF | +0.6% | +32.25% | 加碼 |
| 6 | AMD | Advanced Micro Devices | +0.6% | +7.80% | 加碼 |
| 7 | BOXX | Alpha Architect 1-3 Mnth Box | +0.5% | NEW | 新建倉 |
| 8 | SPEM | State Street Sp Ptf Em ETF | +0.4% | +37.50% | 加碼 |
| 9 | CRDO | Credo Technology Group Holding Ltd | +0.2% | NEW | 新建倉 |
| 10 | ✓ | +0.2% | NEW | 新建倉 | |
| 11 | DELL | Dell Technologies -c | +0.2% | NEW | 新建倉 |
| 12 | SCZ | Ishares Msci Eafe Small-cap | +0.2% | +42.24% | 加碼 |
| 13 | TQQQ | Proshares Ultrapro Qqq | +0.2% | NEW | 新建倉 |
| 14 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | NEW | 新建倉 |
| 15 | ✓ | +0.2% | NEW | 新建倉 | |
| 16 | ✓ | +0.2% | NEW | 新建倉 | |
| 17 | INTC | Intel CORP | +0.2% | NEW | 新建倉 |
| 18 | ✓ | Ascendis Pharma A/s | +0.1% | NEW | 新建倉 |
| 19 | SHOC | Shoc US Semicon Equity ETF | +0.1% | -15.54% | 減碼 |
| 20 | DFNM | Dimensional National Muni Bd | +0.1% | NEW | 新建倉 |
| 21 | PFE | Pfizer Inc | +0.1% | NEW | 新建倉 |
| 22 | DFCF | Dimensional Core Fixed Inc | +0.1% | NEW | 新建倉 |
| 23 | AFRM | Affirm Holdings Inc | +0.1% | NEW | 新建倉 |
| 24 | GLW | Corning Inc | +0.1% | -0.19% | 減碼 |
| 25 | KLAC | Kla CORP | +0.1% | +853.76% | 加碼 |
| 26 | GEV | GE Vernova Inc | +0.1% | NEW | 新建倉 |
| 27 | APPF | Appfolio Inc - A | +0.1% | NEW | 新建倉 |
| 28 | ETN | Eaton Corporation plc | +0.1% | NEW | 新建倉 |
| 29 | GS | Goldman Sachs Group Inc | +0.1% | — | 不變 |
| 30 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +1.69% | 加碼 |
| 31 | DDOG | Datadog Inc - Class A | +0.1% | -21.96% | 減碼 |
| 32 | BAC | Bank Of America CORP | +0.1% | +1.05% | 加碼 |
| 33 | DY | Dycom Industries Inc | +0.1% | — | 不變 |
| 34 | SNOW | Snowflake Inc | +0.1% | -11.34% | 減碼 |
| 35 | C | Citigroup Inc | +0.1% | +3.34% | 加碼 |
| 36 | CSCO | Cisco Systems Inc | +0.1% | -4.21% | 減碼 |
| 37 | NVDA | Nvidia CORP | 0% | +2.74% | 加碼 |
| 38 | GOOGL | Alphabet Inc-cl A | 0% | -2.06% | 減碼 |
| 39 | UNH | Unitedhealth Group Inc | 0% | -9.51% | 減碼 |
| 40 | BNDX | Vanguard Total Intl Bond ETF | 0% | +19.50% | 加碼 |
| 41 | TD | Toronto-dominion Bank | 0% | — | 不變 |
| 42 | ABBV | Abbvie Inc | 0% | +2.76% | 加碼 |
| 43 | TXN | Texas Instruments Inc | 0% | -13.52% | 減碼 |
| 44 | DFCA | Dimensional Calfornia Mb ETF | 0% | +36.75% | 加碼 |
| 45 | SPG | Simon Property Group Inc | 0% | — | 不變 |
| 46 | AAPL | Apple Inc | 0% | -0.32% | 減碼 |
| 47 | APP | Applovin Corp-class A | 0% | -11.48% | 減碼 |
| 48 | JPM | Jpmorgan Chase & Co | 0% | +3.38% | 加碼 |
| 49 | CINF | Cincinnati Financial CORP | 0% | +3.13% | 加碼 |
| 50 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | +16.14% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Birch Financial Group, LLC 在 Q2 2026 季度的美股持倉總市值約為 US$2.1億，共申報了 135 個公開持股部位。
在 Q2 2026 季度，Birch Financial Group, LLC 按市值排列的前三大核心持股分別為：AXP (10.8%)、BRK-A (7.7%)、VOO (7.5%)。其中最大持股部位 AXP 佔據整體投資組合約 10.8% 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
IQMM
市值: US$472.6萬
本季最大獲利了結 / 清倉標的
HON
前期市值: US$64.7萬
在 Q2 2026 季度中，Birch Financial Group, LLC 共進行了 146 項持倉異動，包含新建倉 19 個部位、加碼 53 個部位、減碼 54 個部位以及清倉 20 個部位。 其中最大新建倉標的為 IQMM。 本季清倉部位包含 HON。
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。