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: 0001786411
申報總市值
US$2.6億
US$2.6億
278 檔
26.1%
Carolina Wealth Advisors, LLC 在 Q1 2026 季度的美股部位總計估值為 US$2.6億，分散於 278 個持倉標的之中，反映其市場參與廣度與投資規模。
Q1 2026 數據顯示 Carolina Wealth Advisors, LLC 積極進場，新開立 49 個部位並同步加碼 70 檔個股，反映機構在該季度的資金注入與籌碼積累。
從部位權重觀察，前 5 大標的（包含 SCHQ, BKLC, BKAG）累計市值佔比達 26.1%，是驅動 Carolina Wealth Advisors, LLC 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 278 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 | SCHQ | Schwab Long-term US Treasury | ETF-政府公債 | 7.39% | -0.28% | -2.66% | |
| 2 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-其他 | 5.85% | +0.79% | +41.45% | |
| 3 | BKAG | Bny Mellon Core Bond ETF | ETF-其他 | 5.29% | -0.24% | -1.75% | |
| 4 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 5.17% | -0.26% | -2.81% | |
| 5 | SPHY | Ss Spdr P High Yield ETF | ETF-非投資等級債 | 4.03% | -0.15% | -0.52% | |
| 6 | BSCZ | Invesco Bulletshares 2035 Cb | ETF-其他 | 2.46% | -0.11% | -2.07% | |
| 7 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 2.41% | -0.79% | +904.49% | |
| 8 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 2.08% | -2.07% | +904.52% | |
| 9 | CSCO | Cisco Systems Inc | 股票-科技 | 2.04% | +0.85% | +979.55% | |
| 10 | SCCO | Southern Copper CORP | 股票-原物料 | 1.95% | -0.12% | +4365.95% | |
| 11 | AMGN | Amgen Inc | 股票-醫療保健 | 1.91% | -0.06% | +1112.15% | |
| 12 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.91% | — | +945.60% | |
| 13 | MO | Altria Group Inc | 股票-非循環性消費 | 1.83% | +0.04% | +971.54% | |
| 14 | FESM | Fidelity Enhanced Small Cap | ETF-中小型股 | 1.73% | +0.34% | +38.08% | |
| 15 | SCHY | Schwab International Dvd ETF | ETF-其他 | 1.73% | -0.03% | +40.52% | |
| 16 | PM | Philip Morris International | 股票-非循環性消費 | 1.71% | +0.04% | +1022.49% | |
| 17 | TRGP | Targa Resources CORP | 股票-能源 | 1.68% | -0.01% | +4542.07% | |
| 18 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 1.64% | +0.05% | +43.55% | |
| 19 | BP | Bp Plc-spons Adr | 股票-能源 | 1.56% | -0.43% | +4506.13% | |
| 20 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.45% | -0.31% | -50.11% | |
| 21 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 1.44% | -0.17% | +4474.56% | |
| 22 | HAS | Hasbro Inc | 股票-循環性消費 | 1.24% | -0.23% | +3825.87% | |
| 23 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.20% | -0.23% | +1998.87% | |
| 24 | TPR | Tapestry Inc | 股票-循環性消費 | 1.16% | -0.37% | +391.59% | |
| 25 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 1.15% | -0.01% | +4032.99% | |
| 26 | UNP | Union Pacific CORP | 股票-工業 | 1.12% | +0.05% | +3779.44% | |
| 27 | SMG | Scotts Miracle-gro Co | 股票-原物料 | 1.11% | +0.04% | +4462.10% | |
| 28 | MDT | Medtronic plc | 股票-醫療保健 | 1.09% | -0.18% | +4487.59% | |
| 29 | LMT | Lockheed Martin CORP | 股票-工業 | 1.03% | -0.22% | +3525.66% | |
| 30 | GFI | Gold Fields Ltd-spons Adr | 股票-原物料 | 1.02% | -0.24% | +134552.50% | |
| 31 | LRCX | Lam Research CORP | 股票-科技 | 1.01% | +0.47% | +395.64% | |
| 32 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.01% | +0.84% | +1737.19% | |
| 33 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.99% | -0.05% | +1805.41% | |
| 34 | INFY | Infosys Ltd-sp Adr | 股票-科技 | 0.99% | -0.28% | -47.23% | |
| 35 | ITW | Illinois Tool Works | 股票-工業 | 0.98% | -0.04% | +4457.58% | |
| 36 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.98% | -0.19% | +3267.41% | |
| 37 | BBY | Best Buy Co Inc | 股票-循環性消費 | 0.96% | +0.09% | +4369.49% | |
| 38 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.93% | -0.19% | +4365.35% | |
| 39 | NVDA | Nvidia CORP | 股票-科技 | 0.93% | +0.08% | +383.58% | |
| 40 | UL | Unilever Plc-sponsored Adr | 股票-非循環性消費 | 0.91% | -0.03% | +4522.15% | |
| 41 | TROW | T Rowe Price Group Inc | 股票-金融 | 0.90% | +0.16% | +4048.79% | |
| 42 | TXN | Texas Instruments Inc | 股票-科技 | 0.89% | +1.13% | +3775.26% | |
| 43 | DRI | Darden Restaurants Inc | 股票-循環性消費 | 0.89% | -0.02% | +4255.82% | |
| 44 | IBM | Intl Business Machines CORP | 股票-科技 | 0.89% | +0.09% | +4351.27% | |
| 45 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.88% | -0.01% | +384.69% | |
| 46 | APAM | Artisan Partners Asset Ma -a | 股票-金融 | 0.87% | -0.10% | +4399.84% | |
| 47 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.81% | +0.17% | -53.04% | |
| 48 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.80% | +0.04% | +4377.38% | |
| 49 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.76% | -0.75% | +369.84% | |
| 50 | GLTR | Abrdn Precious Metals Basket | ETF-其他 | 0.76% | -0.20% | +20.69% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MRK | Merck & Co. Inc. | +2.2% | +904.49% | 加碼 |
| 2 | SCCO | Southern Copper CORP | +1.9% | +4365.95% | 加碼 |
| 3 | GILD | Gilead Sciences Inc | +1.9% | +904.52% | 加碼 |
| 4 | CSCO | Cisco Systems Inc | +1.8% | +979.55% | 加碼 |
| 5 | AMGN | Amgen Inc | +1.8% | +1112.15% | 加碼 |
| 6 | KO | Coca-cola Co/the | +1.7% | +945.60% | 加碼 |
| 7 | MO | Altria Group Inc | +1.7% | +971.54% | 加碼 |
| 8 | TRGP | Targa Resources CORP | +1.7% | +4542.07% | 加碼 |
| 9 | PM | Philip Morris International | +1.6% | +1022.49% | 加碼 |
| 10 | BP | Bp Plc-spons Adr | +1.5% | +4506.13% | 加碼 |
| 11 | BMY | Bristol-myers Squibb Co | +1.4% | +4474.56% | 加碼 |
| 12 | BKLC | Bny Mellon US Lrg Cap Cor | +1.2% | +41.45% | 加碼 |
| 13 | HAS | Hasbro Inc | +1.2% | +3825.87% | 加碼 |
| 14 | PEP | Pepsico Inc | +1.1% | +1998.87% | 加碼 |
| 15 | CL | Colgate-palmolive Co | +1.1% | +4032.99% | 加碼 |
| 16 | UNP | Union Pacific CORP | +1.1% | +3779.44% | 加碼 |
| 17 | SMG | Scotts Miracle-gro Co | +1.1% | +4462.10% | 加碼 |
| 18 | MDT | Medtronic plc | +1.1% | +4487.59% | 加碼 |
| 19 | GFI | Gold Fields Ltd-spons Adr | +1% | +134552.50% | 加碼 |
| 20 | LMT | Lockheed Martin CORP | +1% | +3525.66% | 加碼 |
| 21 | ITW | Illinois Tool Works | +1% | +4457.58% | 加碼 |
| 22 | ABBV | Abbvie Inc | +1% | +1737.19% | 加碼 |
| 23 | MCD | Mcdonald's CORP | +1% | +3267.41% | 加碼 |
| 24 | BBY | Best Buy Co Inc | +0.9% | +4369.49% | 加碼 |
| 25 | TPR | Tapestry Inc | +0.9% | +391.59% | 加碼 |
| 26 | PG | Procter & Gamble Co/the | +0.9% | +1805.41% | 加碼 |
| 27 | CMCSA | Comcast Corp-class A | +0.9% | +4365.35% | 加碼 |
| 28 | UL | Unilever Plc-sponsored Adr | +0.9% | +4522.15% | 加碼 |
| 29 | TROW | T Rowe Price Group Inc | +0.9% | +4048.79% | 加碼 |
| 30 | DRI | Darden Restaurants Inc | +0.9% | +4255.82% | 加碼 |
| 31 | TXN | Texas Instruments Inc | +0.9% | +3775.26% | 加碼 |
| 32 | IBM | Intl Business Machines CORP | +0.9% | +4351.27% | 加碼 |
| 33 | APAM | Artisan Partners Asset Ma -a | +0.9% | +4399.84% | 加碼 |
| 34 | LRCX | Lam Research CORP | +0.8% | +395.64% | 加碼 |
| 35 | KMB | Kimberly-clark CORP | +0.8% | +4377.38% | 加碼 |
| 36 | HPQ | Hp Inc | +0.7% | +4338.43% | 加碼 |
| 37 | JNJ | Johnson & Johnson | +0.7% | +384.69% | 加碼 |
| 38 | NVDA | Nvidia CORP | +0.7% | +383.58% | 加碼 |
| 39 | BBWI | Bath & Body Works Inc | +0.7% | +4383.10% | 加碼 |
| 40 | HRB | H&r Block Inc | +0.7% | +4357.25% | 加碼 |
| 41 | PAYX | Paychex Inc | +0.7% | +4261.50% | 加碼 |
| 42 | BX | Blackstone Inc | +0.6% | +4278.31% | 加碼 |
| 43 | PLTR | Palantir Technologies Inc-a | +0.6% | +369.84% | 加碼 |
| 44 | SCHY | Schwab International Dvd ETF | +0.5% | +40.52% | 加碼 |
| 45 | EXPE | Expedia Group Inc | +0.5% | +400.73% | 加碼 |
| 46 | XLP | Ss Consumer Staples Sel Sect | +0.5% | +43.55% | 加碼 |
| 47 | LVS | Las Vegas Sands CORP | +0.5% | +405.98% | 加碼 |
| 48 | FESM | Fidelity Enhanced Small Cap | +0.4% | +38.08% | 加碼 |
| 49 | HD | Home Depot Inc | +0.4% | +365.04% | 加碼 |
| 50 | QCOM | Qualcomm Inc | +0.3% | +355.77% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Carolina Wealth Advisors, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$2.6億，共申報了 278 個公開持股部位。
在 Q1 2026 季度，Carolina Wealth Advisors, LLC 按市值排列的前三大核心持股分別為：SCHQ (7.4%)、BKLC (5.8%)、BKAG (5.3%)。其中最大持股部位 SCHQ 佔據整體投資組合約 7.4% 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
VAC
市值: US$96.7萬
本季最大獲利了結 / 清倉標的
GU9
前期市值: US$910.8萬
在 Q1 2026 季度中，Carolina Wealth Advisors, LLC 共進行了 195 項持倉異動，包含新建倉 49 個部位、加碼 70 個部位、減碼 50 個部位以及清倉 26 個部位。 其中最大新建倉標的為 VAC。 本季清倉部位包含 GU9。
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。