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: 0001569579
申報總市值
US$16.1億
US$16.1億
308 檔
17.7%
Q1 2026 季度申報顯示，BTG Pactual Asset Management US LLC 揭露的美股組合總市值為 US$16.1億，涵蓋 308 個不同之權益投資部位。
觀察 Q1 2026 的申報異動，BTG Pactual Asset Management US LLC 採取了強勁的買進策略，建倉與加碼動作（合計 134 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。
整體而言，BTG Pactual Asset Management US LLC 的前 5 大持股（包含 VOO, IWF, XLE）貢獻了組合市值的 17.7%，形成該機構在 Q1 2026 季度的基本面基石。
僅顯示前 200 大持股（共 308 檔）
| # | 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 9.02% | -0.95% | — | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 6.34% | -0.92% | -3.73% | |
| 3 | XLE | Ss Energy Select Sector | ETF-其他 | 3.45% | -2.39% | — | |
| 4 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 3.11% | -0.29% | +4.63% | |
| 5 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 2.69% | -0.57% | +10.42% | |
| 6 | TTE | TotalEnergies SE | 股票-其他 | 2.31% | -1.52% | — | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 2.24% | +0.73% | +38.85% | |
| 8 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.18% | +0.68% | +20.94% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.13% | +4.97% | -82.89% | |
| 10 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 2.03% | -0.40% | -6.13% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.88% | -0.25% | -4.35% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.87% | -0.33% | -6.27% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.87% | -1.56% | +186.91% | |
| 14 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.68% | -0.45% | -0.44% | |
| 15 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.47% | +0.48% | -2.49% | |
| 16 | PBR | Petroleo Brasileiro-spon Adr | 股票-能源 | 1.32% | -0.53% | — | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.31% | +0.88% | -7.30% | |
| 18 | AEE | Ameren Corporation | 股票-公用事業 | 1.26% | -0.41% | +120.67% | |
| 19 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.16% | -0.02% | -31.74% | |
| 20 | D | Dominion Energy Inc | 股票-公用事業 | 1.08% | -1.08% | EXIT | |
| 21 | KOS 3.125 03-15-30債券 | Kosmos Energy LTD | 債券 | 1.08% | -0.36% | — | |
| 22 | WEC | Wec Energy Group Inc | 股票-公用事業 | 1.06% | -0.77% | +1.05% | |
| 23 | AEP | American Electric Power | 股票-公用事業 | 1.06% | -0.26% | +18.96% | |
| 24 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.02% | -0.10% | -9.99% | |
| 25 | GEV | GE Vernova Inc | 股票-工業 | 0.99% | -0.09% | -3.12% | |
| 26 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.98% | -0.24% | -36.33% | |
| 27 | ITUB | Itau Unibanco H-spon Prf Adr | 股票-金融 | 0.97% | -0.23% | — | |
| 28 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.95% | -0.06% | +21.84% | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.93% | -0.16% | +11.76% | |
| 30 | XEL | Xcel Energy Inc | 股票-公用事業 | 0.93% | +0.05% | -28.56% | |
| 31 | EWJ | Ishares Msci Japan ETF | ETF-其他 | 0.85% | -0.19% | +2.09% | |
| 32 | NFLX | Netflix Inc | 股票-通訊服務 | 0.83% | -0.83% | EXIT | |
| 33 | VALE | Vale Sa-sp Adr | 股票-原物料 | 0.81% | -0.18% | — | |
| 34 | OGS | One Gas Inc | 股票-公用事業 | 0.78% | -0.07% | +21.84% | |
| 35 | T | At&t Inc | 股票-通訊服務 | 0.76% | -0.76% | EXIT | |
| 36 | WTRG | Essential Utilities Inc | 股票-公用事業 | 0.76% | -0.76% | EXIT | |
| 37 | PCG | P G & E CORP | 股票-公用事業 | 0.73% | -0.25% | +90.90% | |
| 38 | VST | Vistra CORP | 股票-公用事業 | 0.73% | -0.37% | +42.86% | |
| 39 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.71% | +0.58% | — | |
| 40 | NU | Nu Holdings Ltd. | 股票-金融 | 0.64% | +0.07% | +789.58% | |
| 41 | V | Visa Inc-class A Shares | 股票-金融 | 0.63% | -0.09% | -28.58% | |
| 42 | VISN | Vistance Networks Inc | 股票-科技 | 0.63% | -0.31% | — | |
| 43 | FE | Firstenergy CORP | 股票-公用事業 | 0.62% | -0.62% | EXIT | |
| 44 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.60% | -0.17% | -11.77% | |
| 45 | EOG | Eog Resources Inc | 股票-能源 | 0.60% | -0.60% | EXIT | |
| 46 | CEG | Constellation Energy | 股票-公用事業 | 0.59% | -0.02% | -2.95% | |
| 47 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.58% | -0.09% | +5.95% | |
| 48 | URI | United Rentals Inc | 股票-工業 | 0.57% | +0.06% | +16.51% | |
| 49 | NSC | Norfolk Southern CORP | 股票-工業 | 0.56% | -0.12% | — | |
| 50 | UTES | Virtus Reaves Utilities ETF | ETF-其他 | 0.56% | -0.05% | +6.20% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.9% | +186.91% | 加碼 |
| 2 | T | At&t Inc | +0.7% | +1688.43% | 加碼 |
| 3 | AEE | Ameren Corporation | +0.7% | +120.67% | 加碼 |
| 4 | NU | Nu Holdings Ltd. | +0.6% | +789.58% | 加碼 |
| 5 | KOS 3.125 03-15-30債券 | Kosmos Energy LTD | +0.4% | — | 不變 |
| 6 | D | Dominion Energy Inc | +0.4% | +69.82% | 加碼 |
| 7 | PCG | P G & E CORP | +0.3% | +90.90% | 加碼 |
| 8 | NVDA | Nvidia CORP | +0.3% | +38.85% | 加碼 |
| 9 | MELI | Mercadolibre Inc | +0.3% | +405.80% | 加碼 |
| 10 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.3% | +142.43% | 加碼 |
| 11 | MGV | Vanguard Mega Cap Value ETF | +0.2% | +10.42% | 加碼 |
| 12 | WBD | Warner Bros Discovery Inc | +0.2% | +184.00% | 加碼 |
| 13 | AEP | American Electric Power | +0.2% | +18.96% | 加碼 |
| 14 | GOOGL | Alphabet Inc-cl A | +0.2% | +98.93% | 加碼 |
| 15 | GEV | GE Vernova Inc | +0.1% | -3.12% | 減碼 |
| 16 | OGS | One Gas Inc | +0.1% | +21.84% | 加碼 |
| 17 | VST | Vistra CORP | +0.1% | +42.86% | 加碼 |
| 18 | USHY | Ishares Broad Usd High Yield | +0.1% | +72.35% | 加碼 |
| 19 | OXY | Occidental Petroleum CORP | +0.1% | +255.90% | 加碼 |
| 20 | IEF | Ishares 7-10 Year Treasury B | +0.1% | +177.49% | 加碼 |
| 21 | EOG | Eog Resources Inc | +0.1% | -4.67% | 減碼 |
| 22 | SPOT | Spotify Technology S.A. | +0.1% | +277.73% | 加碼 |
| 23 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +11.76% | 加碼 |
| 24 | TIGO | Millicom International Cellular S.A. | +0.1% | -1.42% | 減碼 |
| 25 | CFG | Citizens Financial Group | +0.1% | +57.37% | 加碼 |
| 26 | TIP | Ishares Tips Bond ETF | +0.1% | +55.19% | 加碼 |
| 27 | GS | Goldman Sachs Group Inc | +0.1% | +325.77% | 加碼 |
| 28 | AVGO | Broadcom Inc | +0.1% | +61.38% | 加碼 |
| 29 | XAGG | Ev Income Opportunities ETF | +0.1% | +46.78% | 加碼 |
| 30 | CVX | Chevron CORP | +0.1% | -4.40% | 減碼 |
| 31 | BKH | Black Hills CORP | +0.1% | +40.89% | 加碼 |
| 32 | AAPL | Apple Inc | +0.1% | +53.49% | 加碼 |
| 33 | ABBV | Abbvie Inc | 0% | +24.47% | 加碼 |
| 34 | HCA | Hca Healthcare Inc | 0% | +23.15% | 加碼 |
| 35 | IBB | Ishares Biotechnology ETF | 0% | +0.13% | 加碼 |
| 36 | SYK | Stryker CORP | 0% | +21.87% | 加碼 |
| 37 | TJX | Tjx Companies Inc | 0% | +83.03% | 加碼 |
| 38 | PNC | Pnc Financial Services Group | 0% | +48.54% | 加碼 |
| 39 | VHT | Vanguard Health Care ETF | 0% | +5.95% | 加碼 |
| 40 | MUNI | Pimco Intermediate Municipal | 0% | +20.30% | 加碼 |
| 41 | JMUB | Jpmorgan Municipal ETF | 0% | +24.51% | 加碼 |
| 42 | EMLP | First Trust North American E | 0% | +3.18% | 加碼 |
| 43 | RPRX | Royalty Pharma plc | — | -10.55% | 減碼 |
| 44 | MLPX | Global X Mlp & Energy Infras | 0% | -5.93% | 減碼 |
| 45 | WEC | Wec Energy Group Inc | 0% | +1.05% | 加碼 |
| 46 | EWJ | Ishares Msci Japan ETF | 0% | +2.09% | 加碼 |
| 47 | UTES | Virtus Reaves Utilities ETF | 0% | +6.20% | 加碼 |
| 48 | UBER | Uber Technologies Inc | 0% | -20.45% | 減碼 |
| 49 | URI | United Rentals Inc | 0% | +16.51% | 加碼 |
| 50 | TSM | Taiwan Semiconductor-sp Adr | -0.1% | -2.49% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，BTG Pactual Asset Management US LLC 在 Q1 2026 季度的美股持倉總市值約為 US$16.1億，共申報了 308 個公開持股部位。
在 Q1 2026 季度，BTG Pactual Asset Management US LLC 按市值排列的前三大核心持股分別為：VOO (9.0%)、IWF (6.3%)、XLE (3.5%)。其中最大持股部位 VOO 佔據整體投資組合約 9.0% 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
VOO
市值: US$1.0億
本季最大獲利了結 / 清倉標的
EVRG
前期市值: US$1294.9萬
在 Q1 2026 季度中，BTG Pactual Asset Management US LLC 共進行了 199 項持倉異動，包含新建倉 88 個部位、加碼 46 個部位、減碼 33 個部位以及清倉 32 個部位。 其中最大新建倉標的為 VOO。 本季清倉部位包含 EVRG。
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。