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: 0001927537
申報總市值
US$10.1億
US$10.1億
370 檔
29.0%
在 Q1 2026 申報期間，Catalyst Financial Partners LLC（CIK: 0001927537）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$10.1億，共持有 370 個公開申報部位。
Q1 2026 數據顯示 Catalyst Financial Partners LLC 積極進場，新開立 68 個部位並同步加碼 93 檔個股，反映機構在該季度的資金注入與籌碼積累。
在資產配置集中度方面，Catalyst Financial Partners LLC 的前 5 大核心持股（包含 IVV, IEFA, AAPL 等）合計佔整體申報市值的 29.0%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 370 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 15.51% | -1.04% | +5.44% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 8.62% | -0.34% | +9.41% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.68% | +0.04% | +9.04% | |
| 4 | STT | State Street CORP | 股票-金融 | 3.39% | +0.43% | -78.23% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.31% | -0.08% | -4.37% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 3.29% | -0.06% | +11.88% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.21% | -0.29% | +8.96% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.17% | -0.13% | -7.73% | |
| 9 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-其他 | 2.83% | -0.32% | +8.41% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 2.22% | -0.25% | +6.61% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 2.17% | +0.38% | +7.92% | |
| 12 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.61% | +0.09% | +11.60% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.57% | -0.06% | -24.58% | |
| 14 | SMMD | Ishares Russell 2500 ETF | ETF-其他 | 1.48% | +0.09% | +28.02% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.41% | +0.20% | +15.38% | |
| 16 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.22% | +0.10% | +2.48% | |
| 17 | AVGO | Broadcom Inc | 股票-科技 | 1.09% | +0.09% | +14.47% | |
| 18 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 1.09% | +0.19% | +70.70% | |
| 19 | MUB | Ishares National Muni Bond E | ETF-其他 | 1.06% | -0.12% | +4.89% | |
| 20 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.83% | -0.04% | +11.56% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.79% | -0.02% | +2.20% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 0.79% | -0.29% | +16.86% | |
| 23 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.74% | -0.11% | +6.44% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.67% | -0.08% | +8.38% | |
| 25 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.64% | +0.13% | +8.65% | |
| 26 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.62% | -0.06% | — | |
| 27 | RLY | Ss Multi-asset Real Ret ETF | ETF-其他 | 0.61% | — | +27.29% | |
| 28 | UFPT | Ufp Technologies Inc | 股票-其他 | 0.60% | +0.10% | -0.01% | |
| 29 | TSLA | Tesla Inc | 股票-循環性消費 | 0.59% | -0.03% | +3.52% | |
| 30 | WMT | Walmart Inc | 股票-非循環性消費 | 0.52% | -0.15% | +14.97% | |
| 31 | V | Visa Inc-class A Shares | 股票-金融 | 0.47% | -0.02% | +28.62% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.46% | +0.05% | +11.12% | |
| 33 | CGGO | Cap Group Global Growth | ETF-其他 | 0.45% | +0.05% | +8.95% | |
| 34 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.43% | -0.10% | +43.82% | |
| 35 | CAT | Caterpillar Inc | 股票-工業 | 0.42% | +0.11% | +2.96% | |
| 36 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.42% | -0.04% | +14.75% | |
| 37 | CVX | Chevron CORP | 股票-能源 | 0.40% | -0.18% | +31.28% | |
| 38 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.39% | -0.09% | +0.96% | |
| 39 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.35% | +0.02% | +10.27% | |
| 40 | NFLX | Netflix Inc | 股票-通訊服務 | 0.34% | -0.12% | +26.39% | |
| 41 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.34% | -0.02% | +6.42% | |
| 42 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.33% | -0.02% | +30.24% | |
| 43 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.33% | -0.02% | +1.86% | |
| 44 | AMAT | Applied Materials Inc | 股票-科技 | 0.31% | +0.24% | +21.21% | |
| 45 | PM | Philip Morris International | 股票-非循環性消費 | 0.30% | -0.02% | +2.60% | |
| 46 | CSCO | Cisco Systems Inc | 股票-科技 | 0.30% | +0.12% | +16.34% | |
| 47 | RTX | Rtx CORP | 股票-工業 | 0.29% | -0.05% | +6.29% | |
| 48 | MU | Micron Technology Inc | 股票-科技 | 0.29% | +0.59% | +17.19% | |
| 49 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.27% | -0.01% | +9.25% | |
| 50 | BAC | Bank Of America CORP | 股票-金融 | 0.26% | +0.01% | +10.08% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | +1.3% | +9.41% | 加碼 |
| 2 | IVV | Ishares Core S&p 500 ETF | +0.9% | +5.44% | 加碼 |
| 3 | ACWI | Ishares Msci Acwi ETF | +0.5% | +70.70% | 加碼 |
| 4 | SMMD | Ishares Russell 2500 ETF | +0.4% | +28.02% | 加碼 |
| 5 | AGG | Ishares Core U.s. Aggregate | +0.4% | +8.96% | 加碼 |
| 6 | XOM | Exxon Mobil CORP | +0.3% | +16.86% | 加碼 |
| 7 | IEMG | Ishares Core Msci Emerging | +0.3% | +7.92% | 加碼 |
| 8 | HTRB | Hartford Ttl Rtrn Bnd ETF | +0.3% | +8.41% | 加碼 |
| 9 | NVDA | Nvidia CORP | +0.3% | +11.88% | 加碼 |
| 10 | AAPL | Apple Inc | +0.3% | +9.04% | 加碼 |
| 11 | RLY | Ss Multi-asset Real Ret ETF | +0.2% | +27.29% | 加碼 |
| 12 | CVX | Chevron CORP | +0.2% | +31.28% | 加碼 |
| 13 | COST | Costco Wholesale CORP | +0.2% | +43.82% | 加碼 |
| 14 | JNJ | Johnson & Johnson | +0.2% | +6.44% | 加碼 |
| 15 | GOOGL | Alphabet Inc-cl A | +0.2% | +15.38% | 加碼 |
| 16 | WMT | Walmart Inc | +0.1% | +14.97% | 加碼 |
| 17 | AMAT | Applied Materials Inc | +0.1% | +21.21% | 加碼 |
| 18 | IJH | Ishares Core S&p Midcap ETF | +0.1% | -4.37% | 減碼 |
| 19 | CAT | Caterpillar Inc | +0.1% | +2.96% | 加碼 |
| 20 | GEV | GE Vernova Inc | +0.1% | +22.69% | 加碼 |
| 21 | ACWX | Ishares Msci Acwi Ex US ETF | +0.1% | +30.24% | 加碼 |
| 22 | MUB | Ishares National Muni Bond E | +0.1% | +4.89% | 加碼 |
| 23 | FNDX | Schwab Fndmntl US Lrg Co ETF | +0.1% | +291.48% | 加碼 |
| 24 | MU | Micron Technology Inc | +0.1% | +17.19% | 加碼 |
| 25 | NFLX | Netflix Inc | +0.1% | +26.39% | 加碼 |
| 26 | CME | Cme Group Inc | +0.1% | +105.01% | 加碼 |
| 27 | AVGO | Broadcom Inc | +0.1% | +14.47% | 加碼 |
| 28 | DUK | Duke Energy CORP | +0.1% | +73.80% | 加碼 |
| 29 | COP | Conocophillips | +0.1% | +10.54% | 加碼 |
| 30 | GD | General Dynamics CORP | +0.1% | +78.16% | 加碼 |
| 31 | V | Visa Inc-class A Shares | +0.1% | +28.62% | 加碼 |
| 32 | LRCX | Lam Research CORP | +0.1% | +22.79% | 加碼 |
| 33 | PGR | Progressive CORP | +0.1% | +67.73% | 加碼 |
| 34 | MRK | Merck & Co. Inc. | +0.1% | +9.25% | 加碼 |
| 35 | LIN | Linde plc | +0.1% | +28.93% | 加碼 |
| 36 | TJX | Tjx Companies Inc | +0.1% | +27.71% | 加碼 |
| 37 | KO | Coca-cola Co/the | +0.1% | +15.07% | 加碼 |
| 38 | KLAC | Kla CORP | +0.1% | +17.81% | 加碼 |
| 39 | T | At&t Inc | +0.1% | +27.98% | 加碼 |
| 40 | INTC | Intel CORP | +0.1% | +9.25% | 加碼 |
| 41 | CSCO | Cisco Systems Inc | +0.1% | +16.34% | 加碼 |
| 42 | ABBV | Abbvie Inc | +0.1% | +14.75% | 加碼 |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +8.38% | 加碼 |
| 44 | FTNT | Fortinet Inc | +0.1% | +83.68% | 加碼 |
| 45 | GLW | Corning Inc | +0.1% | -12.55% | 減碼 |
| 46 | VZ | Verizon Communications Inc | +0.1% | +11.40% | 加碼 |
| 47 | IWR | Ishares Russell Mid-cap ETF | +0.1% | +10.27% | 加碼 |
| 48 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +11.12% | 加碼 |
| 49 | IJR | Ishares Core S&p Small-cap E | 0% | -7.73% | 減碼 |
| 50 | FAST | Fastenal Co | 0% | +51.33% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Catalyst Financial Partners LLC 在 Q1 2026 季度的美股持倉總市值約為 US$10.1億，共申報了 370 個公開持股部位。
在 Q1 2026 季度，Catalyst Financial Partners LLC 按市值排列的前三大核心持股分別為：IVV (15.5%)、IEFA (8.6%)、AAPL (3.7%)。其中最大持股部位 IVV 佔據整體投資組合約 15.5% 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
ED
市值: US$73.4萬
本季最大獲利了結 / 清倉標的
XLG
前期市值: US$45.1萬
在 Q1 2026 季度中，Catalyst Financial Partners LLC 共進行了 200 項持倉異動，包含新建倉 68 個部位、加碼 93 個部位、減碼 17 個部位以及清倉 22 個部位。 其中最大新建倉標的為 ED。 本季清倉部位包含 XLG。
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。