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: 0002011014
申報總市值
US$1.9億
US$1.9億
58 檔
20.3%
在 Q1 2026 申報期間，Conscious Wealth Investments, LLC（CIK: 0002011014）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$1.9億，共持有 58 個公開申報部位。
Conscious Wealth Investments, LLC 於 Q1 2026 展現出進攻型調倉步調，本季推動了 9 檔股票的新建倉與 29 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
在資產配置集中度方面，Conscious Wealth Investments, LLC 的前 5 大核心持股（包含 SPY, HD, NVDA 等）合計佔整體申報市值的 20.3%，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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 7.49% | -0.41% | -5.78% | |
| 2 | HD | Home Depot Inc | 股票-循環性消費 | 3.75% | -0.27% | -0.12% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 3.74% | -0.20% | +19.19% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 3.52% | -0.36% | +7.65% | |
| 5 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 3.51% | -0.34% | -0.04% | |
| 6 | NFLX | Netflix Inc | 股票-通訊服務 | 3.37% | -1.41% | +9.14% | |
| 7 | AMD | Advanced Micro Devices | 股票-科技 | 3.26% | +3.06% | — | |
| 8 | AMAT | Applied Materials Inc | 股票-科技 | 3.06% | +0.98% | -15.46% | |
| 9 | KLAC | Kla CORP | 股票-科技 | 3.01% | +0.43% | -14.64% | |
| 10 | ETN | Eaton Corporation plc | 股票-工業 | 2.90% | -0.24% | +5.67% | |
| 11 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.86% | -0.29% | +7.28% | |
| 12 | ANET | Arista Networks Inc | 股票-科技 | 2.81% | +0.14% | -4.38% | |
| 13 | AAPL | Apple Inc | 股票-科技 | 2.62% | +0.40% | +763.18% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.52% | -0.15% | -10.53% | |
| 15 | YUM | Yum! Brands Inc | 股票-循環性消費 | 2.49% | -0.40% | — | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 2.48% | -0.32% | +5.88% | |
| 17 | PANW | Palo Alto Networks Inc | 股票-科技 | 2.44% | +2.27% | — | |
| 18 | GMED | Globus Medical Inc - A | 股票-醫療保健 | 2.36% | -0.67% | -2.08% | |
| 19 | AN | Autonation Inc | 股票-循環性消費 | 2.34% | -0.25% | +0.07% | |
| 20 | PEP | Pepsico Inc | 股票-非循環性消費 | 2.25% | -0.45% | +2.92% | |
| 21 | CPRT | Copart Inc | 股票-工業 | 2.23% | -1.40% | +11.82% | |
| 22 | EOG | Eog Resources Inc | 股票-能源 | 2.23% | -0.07% | +87.75% | |
| 23 | CRM | Salesforce Inc | 股票-科技 | 2.22% | -1.21% | +12.17% | |
| 24 | PFE | Pfizer Inc | 股票-醫療保健 | 2.22% | -2.22% | EXIT | |
| 25 | SCHW | Schwab (charles) CORP | 股票-金融 | 2.17% | -0.21% | -2.45% | |
| 26 | BLK | Blackrock Inc | 股票-金融 | 2.16% | -0.24% | +3.01% | |
| 27 | ACGL | Arch Capital Group Ltd. | 股票-金融 | 2.12% | -0.18% | -0.10% | |
| 28 | AXP | American Express Co | 股票-金融 | 2.05% | -0.07% | -0.34% | |
| 29 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.01% | +0.32% | — | |
| 30 | TMUS | T-mobile US Inc | 股票-通訊服務 | 1.92% | -0.20% | +10.51% | |
| 31 | EQWL | Invesco S&p 100 Equal Weight | ETF-其他 | 1.89% | +0.05% | — | |
| 32 | INGR | Ingredion Inc | 股票-非循環性消費 | 1.69% | -0.33% | +5.54% | |
| 33 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.56% | -0.19% | -3.64% | |
| 34 | AMT | American Tower CORP | 股票-房地產 | 1.39% | -0.24% | +6.65% | |
| 35 | XLB | Ss Materials Select Sector | ETF-其他 | 1.23% | -0.16% | +2.30% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.19% | +0.05% | +70.06% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.95% | -0.02% | -1.16% | |
| 38 | TT | Trane Technologies plc | 股票-工業 | 0.46% | — | +51.15% | |
| 39 | SYY | Sysco CORP | 股票-非循環性消費 | 0.43% | — | +3.08% | |
| 40 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.43% | -0.01% | — | |
| 41 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.40% | +0.04% | +0.06% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.39% | +0.02% | — | |
| 43 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.39% | +0.02% | +0.68% | |
| 44 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.37% | +0.05% | +0.04% | |
| 45 | GE | General Electric | 股票-工業 | 0.37% | — | — | |
| 46 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.35% | +0.04% | +1.86% | |
| 47 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.31% | -0.02% | -0.65% | |
| 48 | DAL | Delta Air Lines Inc | 股票-工業 | 0.29% | -0.15% | — | |
| 49 | CAT | Caterpillar Inc | 股票-工業 | 0.28% | +0.05% | +0.30% | |
| 50 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.25% | — | -23.81% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +2.3% | +763.18% | 加碼 |
| 2 | EOG | Eog Resources Inc | +1.1% | +87.75% | 加碼 |
| 3 | NFLX | Netflix Inc | +0.9% | +9.14% | 加碼 |
| 4 | NVDA | Nvidia CORP | +0.8% | +19.19% | 加碼 |
| 5 | QQQ | Invesco Qqq Trust Series 1 | +0.5% | +70.06% | 加碼 |
| 6 | AMZN | Amazon.com Inc | +0.3% | +7.28% | 加碼 |
| 7 | ETN | Eaton Corporation plc | +0.2% | +5.67% | 加碼 |
| 8 | ANET | Arista Networks Inc | +0.2% | -4.38% | 減碼 |
| 9 | TT | Trane Technologies plc | +0.2% | +51.15% | 加碼 |
| 10 | KLAC | Kla CORP | +0.1% | -14.64% | 減碼 |
| 11 | MO | Altria Group Inc | +0.1% | +51.65% | 加碼 |
| 12 | AMAT | Applied Materials Inc | +0.1% | -15.46% | 減碼 |
| 13 | MSFT | Microsoft CORP | +0.1% | +5.88% | 加碼 |
| 14 | AMT | American Tower CORP | 0% | +6.65% | 加碼 |
| 15 | CAT | Caterpillar Inc | 0% | +0.30% | 加碼 |
| 16 | DAL | Delta Air Lines Inc | 0% | — | 不變 |
| 17 | COST | Costco Wholesale CORP | 0% | +1.74% | 加碼 |
| 18 | ESS | Essex Property Trust Inc | 0% | — | 不變 |
| 19 | VCIT | Vanguard Int-term Corporate | 0% | +7.65% | 加碼 |
| 20 | GOOGL | Alphabet Inc-cl A | 0% | +0.68% | 加碼 |
| 21 | GE | General Electric | 0% | — | 不變 |
| 22 | FITB | Fifth Third Bancorp | 0% | +0.50% | 加碼 |
| 23 | MUB | Ishares National Muni Bond E | 0% | +1.86% | 加碼 |
| 24 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | +0.04% | 加碼 |
| 25 | RSP | Invesco S&p 500 Equal Weight | 0% | — | 不變 |
| 26 | GMED | Globus Medical Inc - A | 0% | -2.08% | 減碼 |
| 27 | HSY | Hershey Co/the | 0% | — | 不變 |
| 28 | XLB | Ss Materials Select Sector | -0.1% | +2.30% | 加碼 |
| 29 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | -1.16% | 減碼 |
| 30 | MCD | Mcdonald's CORP | -0.1% | -0.65% | 減碼 |
| 31 | KO | Coca-cola Co/the | -0.1% | +0.06% | 加碼 |
| 32 | PFE | Pfizer Inc | -0.1% | +2.29% | 加碼 |
| 33 | CRM | Salesforce Inc | -0.1% | +12.17% | 加碼 |
| 34 | TMUS | T-mobile US Inc | -0.1% | +10.51% | 加碼 |
| 35 | SYY | Sysco CORP | -0.1% | +3.08% | 加碼 |
| 36 | DIS | Walt Disney Co/the | -0.1% | -23.81% | 減碼 |
| 37 | BLK | Blackrock Inc | -0.1% | +3.01% | 加碼 |
| 38 | NEE | Nextera Energy Inc | -0.1% | -3.64% | 減碼 |
| 39 | INGR | Ingredion Inc | -0.1% | +5.54% | 加碼 |
| 40 | SCHW | Schwab (charles) CORP | -0.3% | -2.45% | 減碼 |
| 41 | ACGL | Arch Capital Group Ltd. | -0.3% | -0.10% | 減碼 |
| 42 | AN | Autonation Inc | -0.3% | +0.07% | 加碼 |
| 43 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | -0.3% | -0.04% | 減碼 |
| 44 | PEP | Pepsico Inc | -0.3% | +2.92% | 加碼 |
| 45 | AXP | American Express Co | -0.3% | -0.34% | 減碼 |
| 46 | CPRT | Copart Inc | -0.3% | +11.82% | 加碼 |
| 47 | GOOG | Alphabet Inc-cl C | -0.5% | -10.53% | 減碼 |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.8% | -5.78% | 減碼 |
| 49 | HD | Home Depot Inc | -0.8% | -0.12% | 減碼 |
| 50 | AMD | Advanced Micro Devices | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Conscious Wealth Investments, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$1.9億，共申報了 58 個公開持股部位。
在 Q1 2026 季度，Conscious Wealth Investments, LLC 按市值排列的前三大核心持股分別為：SPY (7.5%)、HD (3.8%)、NVDA (3.7%)。其中最大持股部位 SPY 佔據整體投資組合約 7.5% 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
AMD
市值: US$585.1萬
本季最大獲利了結 / 清倉標的
XLK
前期市值: US$548.8萬
在 Q1 2026 季度中，Conscious Wealth Investments, LLC 共進行了 64 項持倉異動，包含新建倉 9 個部位、加碼 29 個部位、減碼 15 個部位以及清倉 11 個部位。 其中最大新建倉標的為 AMD。 本季清倉部位包含 XLK。
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。