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: 0002066260
申報總市值
US$1.6億
US$1.6億
52 檔
26.1%
根據最新整理的 13F 季度數據集，Bosman Wealth Management, LLC 於 Q1 2026 結束時的管理資產規模為 US$1.6億。該機構在本季度申報了 52 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q1 2026，Bosman Wealth Management, LLC 展現出較為審慎的避險與獲利了結姿態。本季共減碼 23 個部位並完全清倉 14 檔持股，調降曝險的部位數量高於加碼動作。
檢視投資組合結構，前 5 大主力部位（包含 PLTR, GOOGL, NVDA）占據了總市值的 26.1%，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 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 9.72% | -4.66% | -9.43% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 7.65% | -1.32% | +0.83% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 7.38% | -1.47% | -2.33% | |
| 4 | FTI | TechnipFMC plc | 股票-能源 | 7.28% | -2.65% | -0.84% | |
| 5 | MU | Micron Technology Inc | 股票-科技 | 4.95% | +8.38% | — | |
| 6 | GLD | Spdr Gold Shares | ETF-避險與商品 | 4.73% | -2.18% | +3.74% | |
| 7 | MRVL | Marvell Technology Inc | 股票-科技 | 4.27% | +4.01% | — | |
| 8 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.17% | -1.20% | +3.49% | |
| 9 | GEV | GE Vernova Inc | 股票-工業 | 3.65% | -0.52% | +4.44% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 3.48% | -1.25% | +4.88% | |
| 11 | AVGO | Broadcom Inc | 股票-科技 | 3.38% | -1.02% | -7.73% | |
| 12 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密貨幣 | 3.08% | -1.63% | +5.58% | |
| 13 | SLB | Slb LTD | 股票-能源 | 2.92% | -0.83% | — | |
| 14 | LBRT | Liberty Energy Inc | 股票-能源 | 2.91% | -1.21% | — | |
| 15 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.73% | -1.68% | -6.62% | |
| 16 | FIX | Comfort Systems USA Inc | 股票-工業 | 2.34% | -0.05% | -7.09% | |
| 17 | ANET | Arista Networks Inc | 股票-科技 | 2.05% | -0.41% | +5.32% | |
| 18 | AAPL | Apple Inc | 股票-科技 | 1.71% | -0.34% | -1.10% | |
| 19 | TSLA | Tesla Inc | 股票-循環性消費 | 1.46% | -0.24% | +8.38% | |
| 20 | CRWV | Coreweave Inc-cl A | 股票-科技 | 1.39% | -0.61% | -14.81% | |
| 21 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 1.37% | -0.40% | -1.06% | |
| 22 | CEG | Constellation Energy | 股票-公用事業 | 1.32% | -1.32% | EXIT | |
| 23 | BE | Bloom Energy Corp- A | 股票-工業 | 1.28% | +1.97% | — | |
| 24 | DECK | Deckers Outdoor CORP | 股票-循環性消費 | 1.11% | -0.37% | -4.68% | |
| 25 | MGY | Magnolia Oil & Gas CORP - A | 股票-能源 | 1.08% | -0.48% | -7.61% | |
| 26 | STX | Seagate Technology Holdings plc | 股票-科技 | 1.06% | +0.53% | — | |
| 27 | AMD | Advanced Micro Devices | 股票-科技 | 1.03% | +2.05% | -12.20% | |
| 28 | SCCO | Southern Copper CORP | 股票-原物料 | 0.96% | -0.18% | — | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.86% | -0.16% | — | |
| 30 | COHR | Coherent CORP | 股票-科技 | 0.84% | -0.84% | EXIT | |
| 31 | WDC | Western Digital CORP | 股票-科技 | 0.83% | +0.72% | — | |
| 32 | AXON | Axon Enterprise Inc | 股票-工業 | 0.64% | -0.64% | EXIT | |
| 33 | MELI | Mercadolibre Inc | 股票-循環性消費 | 0.61% | -0.24% | -6.32% | |
| 34 | CVX | Chevron CORP | 股票-能源 | 0.52% | -0.22% | — | |
| 35 | CIFR | Cipher Digital Inc | 股票-科技 | 0.49% | -0.04% | -38.87% | |
| 36 | LITE | Lumentum Holdings Inc | 股票-科技 | 0.48% | +1.82% | — | |
| 37 | MMM | 3m Co | 股票-工業 | 0.47% | -0.10% | — | |
| 38 | IREN | IREN Limited | 股票-其他 | 0.46% | -0.34% | -39.64% | |
| 39 | OC | Owens Corning | 股票-工業 | 0.44% | +1.01% | — | |
| 40 | VRT | Vertiv Holdings Co-a | 股票-工業 | 0.38% | +0.31% | -7.42% | |
| 41 | RKLB | Rocket Lab CORP | 股票-工業 | 0.34% | -0.21% | — | |
| 42 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 0.33% | +0.07% | -1.02% | |
| 43 | ETHA | Ishares Ethereum Trust ETF | ETF-其他 | 0.26% | -0.26% | EXIT | |
| 44 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.23% | +0.63% | — | |
| 45 | XOM | Exxon Mobil CORP | 股票-能源 | 0.23% | -0.10% | — | |
| 46 | BITB | Bitwise Bitcoin ETF | ETF-加密貨幣 | 0.22% | -0.22% | EXIT | |
| 47 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.21% | -0.21% | EXIT | |
| 48 | EZPW | Ezcorp Inc-cl A | 股票-其他 | 0.20% | -0.01% | — | |
| 49 | ONDS | Ondas Inc | 股票-科技 | 0.16% | -0.16% | EXIT | |
| 50 | RCAT | Red Cat Holdings Inc | 股票-其他 | 0.12% | -0.12% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | FTI | TechnipFMC plc | +2.9% | -0.84% | 減碼 |
| 2 | GEV | GE Vernova Inc | +1.2% | +4.44% | 加碼 |
| 3 | GLD | Spdr Gold Shares | +0.8% | +3.74% | 加碼 |
| 4 | FIX | Comfort Systems USA Inc | +0.8% | -7.09% | 減碼 |
| 5 | MGY | Magnolia Oil & Gas CORP - A | +0.3% | -7.61% | 減碼 |
| 6 | CVX | Chevron CORP | +0.2% | — | 不變 |
| 7 | VRT | Vertiv Holdings Co-a | +0.1% | -7.42% | 減碼 |
| 8 | ANET | Arista Networks Inc | +0.1% | +5.32% | 加碼 |
| 9 | SHV | Ishares 0-1 Year Treasury Bo | +0.1% | -1.06% | 減碼 |
| 10 | SMH | Vaneck Semiconductor ETF | 0% | -1.02% | 減碼 |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | 不變 |
| 12 | AMZN | Amazon.com Inc | — | +3.49% | 加碼 |
| 13 | RKLB | Rocket Lab CORP | — | — | 不變 |
| 14 | AAPL | Apple Inc | 0% | -1.10% | 減碼 |
| 15 | CRWV | Coreweave Inc-cl A | 0% | -14.81% | 減碼 |
| 16 | DECK | Deckers Outdoor CORP | 0% | -4.68% | 減碼 |
| 17 | MMM | 3m Co | 0% | — | 不變 |
| 18 | GOOGL | Alphabet Inc-cl A | -0.1% | +0.83% | 加碼 |
| 19 | OSCR | Oscar Health Inc - Class A | -0.1% | -21.26% | 減碼 |
| 20 | TSLA | Tesla Inc | -0.1% | +8.38% | 加碼 |
| 21 | MELI | Mercadolibre Inc | -0.1% | -6.32% | 減碼 |
| 22 | AMD | Advanced Micro Devices | -0.1% | -12.20% | 減碼 |
| 23 | NVDA | Nvidia CORP | -0.2% | -2.33% | 減碼 |
| 24 | AXON | Axon Enterprise Inc | -0.2% | -5.25% | 減碼 |
| 25 | ETHA | Ishares Ethereum Trust ETF | -0.3% | -37.27% | 減碼 |
| 26 | BITB | Bitwise Bitcoin ETF | -0.3% | -48.76% | 減碼 |
| 27 | IREN | IREN Limited | -0.3% | -39.64% | 減碼 |
| 28 | CEG | Constellation Energy | -0.4% | -7.70% | 減碼 |
| 29 | CIFR | Cipher Digital Inc | -0.4% | -38.87% | 減碼 |
| 30 | META | Meta Platforms Inc-class A | -0.4% | -6.62% | 減碼 |
| 31 | AVGO | Broadcom Inc | -0.4% | -7.73% | 減碼 |
| 32 | IBIT | Ishares Bitcoin Trust ETF | -0.4% | +5.58% | 加碼 |
| 33 | MSFT | Microsoft CORP | -0.6% | +4.88% | 加碼 |
| 34 | PLTR | Palantir Technologies Inc-a | -2.5% | -9.43% | 減碼 |
| 35 | CRWD | Crowdstrike Holdings Inc - A | -4.6% | -95.20% | 減碼 |
| 36 | MU | Micron Technology Inc | — | NEW | 新建倉 |
| 37 | MRVL | Marvell Technology Inc | — | NEW | 新建倉 |
| 38 | SOFI | Sofi Technologies Inc | — | EXIT | 清倉 |
| 39 | SLB | Slb LTD | — | NEW | 新建倉 |
| 40 | LBRT | Liberty Energy Inc | — | NEW | 新建倉 |
| 41 | ✓ | Cyberark Software LTD. Cmn | — | EXIT | 清倉 |
| 42 | APP | Applovin Corp-class A | — | EXIT | 清倉 |
| 43 | SANM | Sanmina CORP | — | EXIT | 清倉 |
| 44 | VST | Vistra CORP | — | EXIT | 清倉 |
| 45 | ORCL | Oracle CORP | — | EXIT | 清倉 |
| 46 | BE | Bloom Energy Corp- A | — | NEW | 新建倉 |
| 47 | STX | Seagate Technology Holdings plc | — | NEW | 新建倉 |
| 48 | SPOT | Spotify Technology S.A. | — | EXIT | 清倉 |
| 49 | SCCO | Southern Copper CORP | — | NEW | 新建倉 |
| 50 | COHR | Coherent CORP | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Bosman Wealth Management, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$1.6億，共申報了 52 個公開持股部位。
在 Q1 2026 季度，Bosman Wealth Management, LLC 按市值排列的前三大核心持股分別為：PLTR (9.7%)、GOOGL (7.7%)、NVDA (7.4%)。其中最大持股部位 PLTR 佔據整體投資組合約 9.7% 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
MU
市值: US$562.6萬
本季最大獲利了結 / 清倉標的
SOFI
前期市值: US$356.7萬
在 Q1 2026 季度中，Bosman Wealth Management, LLC 共進行了 62 項持倉異動，包含新建倉 17 個部位、加碼 8 個部位、減碼 23 個部位以及清倉 14 個部位。 其中最大新建倉標的為 MU。 本季清倉部位包含 SOFI。
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。