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。
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CIK: 0001934500
申報總市值
US$1.7億
US$1.7億
128 檔
35.2%
在 Q1 2026 申報期間，Coastwise Capital Group, LLC（CIK: 0001934500）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$1.7億，共持有 128 個公開申報部位。
數據顯示 Coastwise Capital Group, LLC 於 Q1 2026 季度持續回收資金，對 43 個既有部位進行裁減並清倉 103 個標的，組合整體流動性比重有所上升。
在資產配置集中度方面，Coastwise Capital Group, LLC 的前 5 大核心持股（包含 SNAXX, SCHD, AAPL 等）合計佔整體申報市值的 35.2%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | SNAXX | Schwa Prime Adv Money Fd-ult | 股票-其他 | 13.25% | -13.25% | EXIT | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 7.62% | +0.67% | -0.88% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.40% | +1.00% | -2.89% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 4.23% | +0.97% | -2.37% | |
| 5 | SWVXX | Schwa Prime Adv Money Fd-inv | 股票-其他 | 4.16% | -4.16% | EXIT | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.51% | +1.21% | +2.99% | |
| 7 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.38% | +0.47% | +21.21% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.97% | +0.45% | +28.73% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 2.83% | +0.86% | -6.83% | |
| 10 | SCHV | Schwab US Large-cap Value | ETF-其他 | 2.72% | +0.50% | +1.62% | |
| 11 | LRCX | Lam Research CORP | 股票-科技 | 1.84% | +1.93% | +3.17% | |
| 12 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.49% | -0.15% | -0.93% | |
| 13 | TSLA | Tesla Inc | 股票-循環性消費 | 1.43% | +0.26% | +2.43% | |
| 14 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 1.39% | +0.45% | +1.31% | |
| 15 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.35% | +0.27% | +10.25% | |
| 16 | PFE | Pfizer Inc | 股票-醫療保健 | 1.18% | -0.06% | +0.03% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.12% | +0.23% | -15.14% | |
| 18 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 1.06% | +0.17% | -10.15% | |
| 19 | CVX | Chevron CORP | 股票-能源 | 1.03% | -0.11% | +2.68% | |
| 20 | T | At&t Inc | 股票-通訊服務 | 1.02% | -0.15% | +11.53% | |
| 21 | LMT | Lockheed Martin CORP | 股票-工業 | 0.97% | -0.11% | -16.18% | |
| 22 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.96% | +0.01% | +0.25% | |
| 23 | FTSL | First Trust Senior Loan ETF | ETF-其他 | 0.91% | -0.02% | -5.95% | |
| 24 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.86% | +0.10% | -2.56% | |
| 25 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.86% | +0.05% | -25.64% | |
| 26 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.83% | +0.08% | +7.36% | |
| 27 | NFLX | Netflix Inc | 股票-通訊服務 | 0.83% | -0.16% | +94.61% | |
| 28 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.80% | +0.13% | +0.92% | |
| 29 | BA | Boeing Co/the | 股票-工業 | 0.78% | +0.14% | -5.00% | |
| 30 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.78% | +0.16% | -4.45% | |
| 31 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.77% | +0.28% | +1.75% | |
| 32 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.75% | +0.03% | -5.92% | |
| 33 | CSCO | Cisco Systems Inc | 股票-科技 | 0.75% | +0.43% | +0.48% | |
| 34 | GD | General Dynamics CORP | 股票-工業 | 0.74% | +0.06% | -36.02% | |
| 35 | QCOM | Qualcomm Inc | 股票-科技 | 0.73% | +0.31% | +15.90% | |
| 36 | BAC | Bank Of America CORP | 股票-金融 | 0.71% | +0.15% | -13.85% | |
| 37 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.66% | +0.24% | -1.39% | |
| 38 | CRM | Salesforce Inc | 股票-科技 | 0.61% | -0.10% | +6.05% | |
| 39 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.60% | +0.06% | +1.72% | |
| 40 | AMGN | Amgen Inc | 股票-醫療保健 | 0.59% | +0.08% | +0.66% | |
| 41 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.57% | +0.16% | +8.84% | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.55% | +0.17% | +5.23% | |
| 43 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.54% | +0.05% | +9.86% | |
| 44 | RTX | Rtx CORP | 股票-工業 | 0.51% | +0.05% | -8.22% | |
| 45 | WYNN | Wynn Resorts LTD | 股票-循環性消費 | 0.47% | +0.01% | +0.18% | |
| 46 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.46% | +0.28% | +70.93% | |
| 47 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.45% | +0.08% | -0.15% | |
| 48 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 0.45% | — | -1.60% | |
| 49 | CAT | Caterpillar Inc | 股票-工業 | 0.44% | +0.21% | -1.42% | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.43% | +0.09% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SCHD | Schwab US Dvd Equity ETF | +1.4% | -0.88% | 減碼 |
| 2 | SNAXX | Schwa Prime Adv Money Fd-ult | +1.1% | -2.07% | 減碼 |
| 3 | SWVXX | Schwa Prime Adv Money Fd-inv | +0.8% | +11.20% | 加碼 |
| 4 | AMZN | Amazon.com Inc | +0.6% | +21.21% | 加碼 |
| 5 | LRCX | Lam Research CORP | +0.6% | +3.17% | 加碼 |
| 6 | NFLX | Netflix Inc | +0.5% | +94.61% | 加碼 |
| 7 | VZ | Verizon Communications Inc | +0.4% | -0.93% | 減碼 |
| 8 | SCHV | Schwab US Large-cap Value | +0.4% | +1.62% | 加碼 |
| 9 | CVX | Chevron CORP | +0.4% | +2.68% | 加碼 |
| 10 | T | At&t Inc | +0.3% | +11.53% | 加碼 |
| 11 | MSFT | Microsoft CORP | +0.3% | +28.73% | 加碼 |
| 12 | PFE | Pfizer Inc | +0.2% | +0.03% | 加碼 |
| 13 | COST | Costco Wholesale CORP | +0.2% | +7.36% | 加碼 |
| 14 | BMY | Bristol-myers Squibb Co | +0.2% | +0.25% | 加碼 |
| 15 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.2% | +1.31% | 加碼 |
| 16 | MRK | Merck & Co. Inc. | +0.2% | -2.56% | 減碼 |
| 17 | GOOGL | Alphabet Inc-cl A | +0.2% | +2.99% | 加碼 |
| 18 | UNH | Unitedhealth Group Inc | +0.2% | +70.93% | 加碼 |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -2.37% | 減碼 |
| 20 | BP | Bp Plc-spons Adr | +0.1% | +0.74% | 加碼 |
| 21 | PEP | Pepsico Inc | +0.1% | +9.86% | 加碼 |
| 22 | LMT | Lockheed Martin CORP | +0.1% | -16.18% | 減碼 |
| 23 | XOM | Exxon Mobil CORP | +0.1% | +9.78% | 加碼 |
| 24 | ABT | Abbott Laboratories | +0.1% | +55.80% | 加碼 |
| 25 | CAT | Caterpillar Inc | +0.1% | -1.42% | 減碼 |
| 26 | SCHF | Schwab Intl Equity ETF | +0.1% | +1.75% | 加碼 |
| 27 | PG | Procter & Gamble Co/the | +0.1% | +8.84% | 加碼 |
| 28 | AMGN | Amgen Inc | +0.1% | +0.66% | 加碼 |
| 29 | VYM | Vanguard High Dvd Yield ETF | +0.1% | +0.92% | 加碼 |
| 30 | KO | Coca-cola Co/the | +0.1% | -5.92% | 減碼 |
| 31 | SBUX | Starbucks CORP | +0.1% | -4.45% | 減碼 |
| 32 | META | Meta Platforms Inc-class A | +0.1% | +10.25% | 加碼 |
| 33 | INTC | Intel CORP | +0.1% | -3.61% | 減碼 |
| 34 | XLE | Ss Energy Select Sector | +0.1% | -4.29% | 減碼 |
| 35 | SLB | Slb LTD | +0.1% | -5.65% | 減碼 |
| 36 | V | Visa Inc-class A Shares | +0.1% | +33.42% | 加碼 |
| 37 | AVGO | Broadcom Inc | +0.1% | +29.85% | 加碼 |
| 38 | TGT | Target CORP | +0.1% | +0.94% | 加碼 |
| 39 | NOC | Northrop Grumman CORP | +0.1% | +0.33% | 加碼 |
| 40 | NEE | Nextera Energy Inc | +0.1% | -5.17% | 減碼 |
| 41 | BLK | Blackrock Inc | 0% | +34.74% | 加碼 |
| 42 | RTX | Rtx CORP | 0% | -8.22% | 減碼 |
| 43 | GILD | Gilead Sciences Inc | 0% | -8.16% | 減碼 |
| 44 | AAPL | Apple Inc | 0% | -2.89% | 減碼 |
| 45 | MS | Morgan Stanley | 0% | +28.45% | 加碼 |
| 46 | IAU | Ishares Gold Trust | 0% | — | 不變 |
| 47 | DEM | Wisdomtree Emerging Markets | 0% | +0.35% | 加碼 |
| 48 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | 0% | — | 不變 |
| 49 | PGX | Invesco Preferred ETF | 0% | +0.22% | 加碼 |
| 50 | FTSL | First Trust Senior Loan ETF | 0% | -5.95% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Coastwise Capital Group, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$1.7億，共申報了 128 個公開持股部位。
在 Q1 2026 季度，Coastwise Capital Group, LLC 按市值排列的前三大核心持股分別為：SNAXX (13.3%)、SCHD (7.6%)、AAPL (4.4%)。其中最大持股部位 SNAXX 佔據整體投資組合約 13.3% 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
COP
市值: US$42.1萬
本季最大獲利了結 / 清倉標的
B 0 01-02-26
前期市值: US$233.5萬
在 Q1 2026 季度中，Coastwise Capital Group, LLC 共進行了 195 項持倉異動，包含新建倉 10 個部位、加碼 39 個部位、減碼 43 個部位以及清倉 103 個部位。 其中最大新建倉標的為 COP。 本季清倉部位包含 B 0 01-02-26。
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。