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: 0000842775
申報總市值
US$105.9億
US$105.9億
2232 檔
23.3%
截至 Q1 2026 季度末，Clearstead Advisors, LLC 的美股持倉估值約為 US$105.9億，全數申報部位共有 2232 檔。
在 Q1 2026，Clearstead Advisors, LLC 操作展現出積極擴展與加碼意向。本季共新建倉 21 個新部位，並對 137 個既有持股進行加碼（合計增持 158 檔），相較減碼與清倉部位顯著佔優。
檢視投資組合結構，前 5 大主力部位（包含 VOO, PCAR, MSFT）占據了總市值的 23.3%，展現出該機構在 Q1 2026 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 2232 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 | 9.08% | +0.33% | +41.22% | |
| 2 | PCAR | Paccar Inc | 股票-工業 | 5.15% | -2.38% | +49409.96% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.08% | -1.07% | +175.90% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 2.68% | +0.15% | +16.40% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.61% | +0.46% | +1.08% | |
| 6 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 2.33% | -0.95% | +1299102.13% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.10% | +0.20% | -1.62% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.86% | +0.29% | +1.16% | |
| 9 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.76% | -0.33% | +143.05% | |
| 10 | DIHP | Dimensional International Hi | ETF-其他 | 1.63% | -0.65% | — | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.59% | -0.34% | +282.80% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.50% | -0.05% | +81.26% | |
| 13 | VTV | Vanguard Value ETF | ETF-其他 | 1.35% | +0.13% | +8.14% | |
| 14 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 1.29% | +0.10% | +9.83% | |
| 15 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 1.29% | +0.14% | +1.92% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.26% | +0.23% | -3.89% | |
| 17 | NVDA | Nvidia CORP | 股票-科技 | 1.25% | -0.03% | +42.97% | |
| 18 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.16% | -0.32% | -3.06% | |
| 19 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 1.11% | -0.40% | +36598.90% | |
| 20 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.06% | +0.14% | +24.09% | |
| 21 | DFAI | Dimensional International Co | ETF-其他 | 0.97% | +0.14% | +2.34% | |
| 22 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.91% | -0.27% | +508.66% | |
| 23 | DUHP | Dimensional US High Profi Et | ETF-其他 | 0.91% | -0.37% | — | |
| 24 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.85% | +0.15% | +11.59% | |
| 25 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 0.83% | +0.11% | +220.66% | |
| 26 | DLN | Wisdomtree US Largecap Divid | ETF-其他 | 0.80% | +0.06% | -7.23% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.78% | +0.03% | +11.54% | |
| 28 | CGGE | Cap Group Global Eq | ETF-其他 | 0.77% | -0.32% | — | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.68% | -0.05% | +14.03% | |
| 30 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.68% | +0.11% | +0.49% | |
| 31 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.67% | -0.02% | +31.54% | |
| 32 | NSC | Norfolk Southern CORP | 股票-工業 | 0.66% | +0.03% | -5.60% | |
| 33 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.65% | -0.59% | +2779.89% | |
| 34 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.64% | +0.02% | -5.01% | |
| 35 | BSCT | Invesco Bulletshares 2029 Cb | ETF-其他 | 0.62% | +0.02% | +6.19% | |
| 36 | BSCS | Invesco Bulletshares 2028 Cb | ETF-其他 | 0.61% | +0.02% | +6.30% | |
| 37 | CAT | Caterpillar Inc | 股票-工業 | 0.60% | +0.18% | -8.49% | |
| 38 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.59% | -0.03% | +11.31% | |
| 39 | BSCU | Invesco Bulletshares 2030 Cb | ETF-其他 | 0.58% | +0.03% | +6.70% | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.57% | +0.12% | -1.46% | |
| 41 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.56% | +0.14% | -0.01% | |
| 42 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.55% | -0.11% | +26.35% | |
| 43 | BSCX | Invesco Bulletshares 2033 Cb | ETF-其他 | 0.51% | +0.04% | +8.69% | |
| 44 | WMT | Walmart Inc | 股票-非循環性消費 | 0.51% | -0.10% | +8.69% | |
| 45 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.51% | +0.12% | +21.81% | |
| 46 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.49% | -0.05% | +89.12% | |
| 47 | AVGO | Broadcom Inc | 股票-科技 | 0.47% | +0.09% | +37.95% | |
| 48 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.45% | +0.07% | -2.23% | |
| 49 | SCHR | Schwab Intermediate-term US | ETF-其他 | 0.44% | +0.04% | +10.42% | |
| 50 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 0.44% | -0.21% | +12916.02% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | PCAR | Paccar Inc | +5.1% | +49409.96% | 加碼 |
| 2 | IDEV | Ishares Core Msci Dev Mkts | +2.3% | +1299102.13% | 加碼 |
| 3 | FNDA | Schwab Fndmntl US Sm Co ETF | +1.1% | +36598.90% | 加碼 |
| 4 | MSFT | Microsoft CORP | +1.1% | +175.90% | 加碼 |
| 5 | VTI | Vanguard Total Stock Mkt ETF | +1% | +282.80% | 加碼 |
| 6 | VEA | Vanguard Ftse Developed ETF | +0.7% | +508.66% | 加碼 |
| 7 | AMZN | Amazon.com Inc | +0.7% | +143.05% | 加碼 |
| 8 | SBUX | Starbucks CORP | +0.6% | +2779.89% | 加碼 |
| 9 | IXUS | Ishares Core Intl Stock ETF | +0.5% | +220.66% | 加碼 |
| 10 | ESGU | Ishares Esg Aware Msci USA | +0.4% | +12916.02% | 加碼 |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +81.26% | 加碼 |
| 12 | VXF | Vanguard Extended Market ETF | +0.3% | +322.92% | 加碼 |
| 13 | MINT | Pimco Enhanced Short Maturit | +0.3% | +2468.66% | 加碼 |
| 14 | ESGD | Ishares Trust Ishares Esg Aw | +0.2% | +17251.03% | 加碼 |
| 15 | CINF | Cincinnati Financial CORP | +0.2% | +705.88% | 加碼 |
| 16 | VUG | Vanguard Growth ETF | +0.2% | +204.36% | 加碼 |
| 17 | DFLV | Dim US Large Cap Value ETF | +0.2% | +73109.35% | 加碼 |
| 18 | AMD | Advanced Micro Devices | +0.2% | +445.87% | 加碼 |
| 19 | ACWI | Ishares Msci Acwi ETF | +0.1% | +200.42% | 加碼 |
| 20 | MELI | Mercadolibre Inc | +0.1% | +1907.83% | 加碼 |
| 21 | IWB | Ishares Russell 1000 ETF | +0.1% | +89.12% | 加碼 |
| 22 | VV | Vanguard Large-cap ETF | +0.1% | +2795.00% | 加碼 |
| 23 | IEMG | Ishares Core Msci Emerging | +0.1% | +164.60% | 加碼 |
| 24 | ETN | Eaton Corporation plc | +0.1% | +83.76% | 加碼 |
| 25 | SPTM | Ss Spdr P S&p 1500 Comp ETF | +0.1% | +1030.11% | 加碼 |
| 26 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +112.18% | 加碼 |
| 27 | BX | Blackstone Inc | +0.1% | +216.60% | 加碼 |
| 28 | SNOW | Snowflake Inc | +0.1% | +1278.48% | 加碼 |
| 29 | MRVL | Marvell Technology Inc | +0.1% | +1000.83% | 加碼 |
| 30 | NFLX | Netflix Inc | +0.1% | +131.95% | 加碼 |
| 31 | DFAS | Dimensional US Small Cap ETF | +0.1% | +314.57% | 加碼 |
| 32 | LOW | Lowe's Cos Inc | +0.1% | +94.26% | 加碼 |
| 33 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +141.66% | 加碼 |
| 34 | ESML | Ishares Esg Aware Msci USA S | +0.1% | +6968.54% | 加碼 |
| 35 | XOM | Exxon Mobil CORP | +0.1% | +12.38% | 加碼 |
| 36 | ACWX | Ishares Msci Acwi Ex US ETF | +0.1% | +149.87% | 加碼 |
| 37 | OKTA | Okta Inc | +0.1% | +1790.07% | 加碼 |
| 38 | RAMP | Liveramp Holdings Inc | +0.1% | +9673.21% | 加碼 |
| 39 | TWST | Twist Bioscience CORP | +0.1% | +1239.11% | 加碼 |
| 40 | VXUS | Vanguard Total Intl Stock | 0% | +115.43% | 加碼 |
| 41 | LRCX | Lam Research CORP | 0% | +93.25% | 加碼 |
| 42 | TSM | Taiwan Semiconductor-sp Adr | 0% | +148.23% | 加碼 |
| 43 | COST | Costco Wholesale CORP | 0% | +26.35% | 加碼 |
| 44 | CVX | Chevron CORP | 0% | +11.47% | 加碼 |
| 45 | SCHD | Schwab US Dvd Equity ETF | 0% | +61.87% | 加碼 |
| 46 | PRFZ | Inv Rafi US 1500 Sm-usd Inc | 0% | +20448.25% | 加碼 |
| 47 | EWJ | Ishares Msci Japan ETF | 0% | +1163.95% | 加碼 |
| 48 | HAS | Hasbro Inc | 0% | +412.95% | 加碼 |
| 49 | BEAM | Beam Therapeutics Inc | 0% | +7982.00% | 加碼 |
| 50 | MRK | Merck & Co. Inc. | 0% | +37.86% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Clearstead Advisors, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$105.9億，共申報了 2232 個公開持股部位。
在 Q1 2026 季度，Clearstead Advisors, LLC 按市值排列的前三大核心持股分別為：VOO (9.1%)、PCAR (5.2%)、MSFT (3.1%)。其中最大持股部位 VOO 佔據整體投資組合約 9.1% 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
DIHP
市值: US$1.8億
本季最大獲利了結 / 清倉標的
SHYG
前期市值: US$1103.6萬
在 Q1 2026 季度中，Clearstead Advisors, LLC 共進行了 200 項持倉異動，包含新建倉 21 個部位、加碼 137 個部位、減碼 40 個部位以及清倉 2 個部位。 其中最大新建倉標的為 DIHP。 本季清倉部位包含 SHYG。
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。