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: 0001768065
申報總市值
US$2.2億
US$2.2億
95 檔
16.6%
截至 Q1 2026 季度末，Brendel Financial Advisors LLC 的美股持倉估值約為 US$2.2億，全數申報部位共有 95 檔。
在 Q1 2026，Brendel Financial Advisors LLC 展現出較為審慎的避險與獲利了結姿態。本季共減碼 34 個部位並完全清倉 30 檔持股，調降曝險的部位數量高於加碼動作。
整體而言，Brendel Financial Advisors LLC 的前 5 大持股（包含 SHW, BAR, JNJ）貢獻了組合市值的 16.6%，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 | SHW | Sherwin-williams Co/the | 股票-原物料 | 5.29% | -0.63% | -0.05% | |
| 2 | BAR | Graniteshares Gold Trust | ETF-避險與商品 | 3.35% | -0.66% | -0.93% | |
| 3 | JNJ | Johnson & Johnson | 股票-醫療保健 | 3.14% | -0.16% | -4.47% | |
| 4 | CAT | Caterpillar Inc | 股票-工業 | 3.04% | +1.08% | -5.68% | |
| 5 | WMT | Walmart Inc | 股票-非循環性消費 | 2.89% | -0.44% | -7.01% | |
| 6 | FTCB | Ft Core Investment Grade ETF | ETF-投資等級公司債 | 2.79% | -0.18% | — | |
| 7 | SCIO | Ft Struct Credit Inc Opp ETF | ETF-其他 | 2.67% | -0.16% | — | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.59% | -0.12% | +452.83% | |
| 9 | DOV | Dover CORP | 股票-工業 | 2.52% | -0.14% | +420.47% | |
| 10 | NEE | Nextera Energy Inc | 股票-公用事業 | 2.51% | -0.30% | -8.33% | |
| 11 | CTAS | Cintas CORP | 股票-工業 | 2.42% | -0.13% | +7.88% | |
| 12 | ABBV | Abbvie Inc | 股票-醫療保健 | 2.39% | +0.23% | -7.54% | |
| 13 | GD | General Dynamics CORP | 股票-工業 | 2.11% | -0.08% | -0.85% | |
| 14 | AXP | American Express Co | 股票-金融 | 2.09% | -0.09% | — | |
| 15 | TGT | Target CORP | 股票-循環性消費 | 2.07% | — | — | |
| 16 | CB | Chubb Limited | 股票-金融 | 2.06% | -0.03% | +2.79% | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 2.00% | -0.09% | +20.32% | |
| 18 | NVDA | Nvidia CORP | 股票-科技 | 1.99% | +0.13% | +4.16% | |
| 19 | NDSN | Nordson CORP | 股票-工業 | 1.97% | +0.11% | -1.56% | |
| 20 | EXPD | Expeditors Intl Wash Inc | 股票-工業 | 1.95% | +0.17% | -2.72% | |
| 21 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.94% | -0.39% | +3.71% | |
| 22 | IBM | Intl Business Machines CORP | 股票-科技 | 1.92% | -1.53% | -1.88% | |
| 23 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.91% | +0.27% | +0.19% | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.86% | +0.04% | -0.08% | |
| 25 | AAPL | Apple Inc | 股票-科技 | 1.86% | +0.18% | +3.23% | |
| 26 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.84% | +0.12% | +19.32% | |
| 27 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.72% | -0.42% | +0.38% | |
| 28 | TSLA | Tesla Inc | 股票-循環性消費 | 1.72% | +0.18% | +5.44% | |
| 29 | AA | Alcoa CORP | 股票-原物料 | 1.60% | -1.60% | EXIT | |
| 30 | SWK | Stanley Black & Decker Inc | 股票-工業 | 1.58% | -1.58% | EXIT | |
| 31 | NFLX | Netflix Inc | 股票-通訊服務 | 1.58% | -0.47% | +12.17% | |
| 32 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.53% | -1.53% | EXIT | |
| 33 | FXU | First Trust Utilities Alphad | ETF-其他 | 1.51% | -1.51% | EXIT | |
| 34 | ADM | Archer-daniels-midland Co | 股票-非循環性消費 | 1.50% | +0.10% | — | |
| 35 | CMI | Cummins Inc | 股票-工業 | 1.48% | +0.35% | -9.40% | |
| 36 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.41% | — | — | |
| 37 | XOM | Exxon Mobil CORP | 股票-能源 | 1.39% | -0.34% | -0.30% | |
| 38 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.33% | -0.03% | +6.89% | |
| 39 | LRCX | Lam Research CORP | 股票-科技 | 1.26% | +1.25% | — | |
| 40 | ATO | Atmos Energy CORP | 股票-公用事業 | 1.25% | -1.25% | EXIT | |
| 41 | JPIB | Jpmorgan Intl Bnd ETF | ETF-其他 | 1.20% | -0.04% | — | |
| 42 | ARCC | Ares Capital CORP | 股票-金融 | 1.19% | -0.04% | +4.35% | |
| 43 | VRT | Vertiv Holdings Co-a | 股票-工業 | 1.19% | +0.30% | — | |
| 44 | PFE | Pfizer Inc | 股票-醫療保健 | 1.14% | -0.23% | -7.09% | |
| 45 | IEZ | Ishares U.s. Oil Equipment & | ETF-其他 | 0.65% | -0.11% | — | |
| 46 | CVX | Chevron CORP | 股票-能源 | 0.64% | -0.16% | — | |
| 47 | AMP | Ameriprise Financial Inc | 股票-金融 | 0.56% | -0.02% | -14.62% | |
| 48 | SOXX | Ishares Semiconductor ETF | ETF-其他 | 0.48% | +0.15% | — | |
| 49 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.47% | -0.47% | EXIT | |
| 50 | THRO | Ishares U.s. Thematic Rotati | ETF-其他 | 0.45% | -0.45% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | +2.1% | +452.83% | 加碼 |
| 2 | DOV | Dover CORP | +2.1% | +420.47% | 加碼 |
| 3 | CAT | Caterpillar Inc | +0.5% | -5.68% | 減碼 |
| 4 | XOM | Exxon Mobil CORP | +0.4% | -0.30% | 減碼 |
| 5 | JNJ | Johnson & Johnson | +0.4% | -4.47% | 減碼 |
| 6 | BAR | Graniteshares Gold Trust | +0.3% | -0.93% | 減碼 |
| 7 | GLD | Spdr Gold Shares | +0.2% | +3.71% | 加碼 |
| 8 | RSP | Invesco S&p 500 Equal Weight | +0.2% | +183.04% | 加碼 |
| 9 | NFLX | Netflix Inc | +0.2% | +12.17% | 加碼 |
| 10 | MRK | Merck & Co. Inc. | +0.2% | — | 不變 |
| 11 | NDSN | Nordson CORP | +0.2% | -1.56% | 減碼 |
| 12 | CVX | Chevron CORP | +0.2% | — | 不變 |
| 13 | NEE | Nextera Energy Inc | +0.2% | -8.33% | 減碼 |
| 14 | CB | Chubb Limited | +0.2% | +2.79% | 加碼 |
| 15 | AMZN | Amazon.com Inc | +0.1% | +19.32% | 加碼 |
| 16 | WMT | Walmart Inc | +0.1% | -7.01% | 減碼 |
| 17 | GOOGL | Alphabet Inc-cl A | +0.1% | +52.92% | 加碼 |
| 18 | PFE | Pfizer Inc | +0.1% | -7.09% | 減碼 |
| 19 | GD | General Dynamics CORP | 0% | -0.85% | 減碼 |
| 20 | FIVE | Five Below | 0% | +4.58% | 加碼 |
| 21 | OGE | Oge Energy CORP | 0% | — | 不變 |
| 22 | ENB | Enbridge Inc | 0% | — | 不變 |
| 23 | CTVA | Corteva Inc | 0% | — | 不變 |
| 24 | WMB | Williams Cos Inc | 0% | -2.75% | 減碼 |
| 25 | SO | Southern Co/the | 0% | — | 不變 |
| 26 | GWW | Ww Grainger Inc | 0% | -0.96% | 減碼 |
| 27 | RTX | Rtx CORP | 0% | -0.34% | 減碼 |
| 28 | PPG | Ppg Industries Inc | 0% | — | 不變 |
| 29 | VTRS | Viatris Inc | 0% | — | 不變 |
| 30 | BHB | Bar Harbor Bankshares | 0% | -0.90% | 減碼 |
| 31 | TRV | Travelers Cos Inc/the | 0% | — | 不變 |
| 32 | ITW | Illinois Tool Works | — | — | 不變 |
| 33 | CI | THE Cigna Group | — | +0.11% | 加碼 |
| 34 | EMR | Emerson Electric Co | — | — | 不變 |
| 35 | BNY | Bank Of New York Mellon CORP | — | -2.28% | 減碼 |
| 36 | NEM | Newmont CORP | 0% | -10.71% | 減碼 |
| 37 | GE | General Electric | 0% | — | 不變 |
| 38 | AFL | Aflac Inc | 0% | -4.50% | 減碼 |
| 39 | RKLB | Rocket Lab CORP | 0% | — | 不變 |
| 40 | LOW | Lowe's Cos Inc | 0% | — | 不變 |
| 41 | SHW | Sherwin-williams Co/the | 0% | -0.05% | 減碼 |
| 42 | APH | Amphenol Corp-cl A | 0% | -16.40% | 減碼 |
| 43 | BAC | Bank Of America CORP | 0% | -4.81% | 減碼 |
| 44 | ADP | Automatic Data Processing | 0% | — | 不變 |
| 45 | NVDA | Nvidia CORP | 0% | +4.16% | 加碼 |
| 46 | GS | Goldman Sachs Group Inc | 0% | -19.78% | 減碼 |
| 47 | AEP | American Electric Power | 0% | -31.00% | 減碼 |
| 48 | MMM | 3m Co | 0% | — | 不變 |
| 49 | CTAS | Cintas CORP | -0.1% | +7.88% | 加碼 |
| 50 | AAPL | Apple Inc | -0.1% | +3.23% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Brendel Financial Advisors LLC 在 Q1 2026 季度的美股持倉總市值約為 US$2.2億，共申報了 95 個公開持股部位。
在 Q1 2026 季度，Brendel Financial Advisors LLC 按市值排列的前三大核心持股分別為：SHW (5.3%)、BAR (3.4%)、JNJ (3.1%)。其中最大持股部位 SHW 佔據整體投資組合約 5.3% 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
FTCB
市值: US$563.4萬
本季最大獲利了結 / 清倉標的
NUE
前期市值: US$427.0萬
在 Q1 2026 季度中，Brendel Financial Advisors LLC 共進行了 108 項持倉異動，包含新建倉 25 個部位、加碼 19 個部位、減碼 34 個部位以及清倉 30 個部位。 其中最大新建倉標的為 FTCB。 本季清倉部位包含 NUE。
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。