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: 0001556168
申報總市值
US$11.5億
US$11.5億
77 檔
40.8%
在 Q1 2026 申報期間，Consolidated Investment Group LLC（CIK: 0001556168）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$11.5億，共持有 77 個公開申報部位。
Consolidated Investment Group LLC 於 Q1 2026 展現出進攻型調倉步調，本季推動了 15 檔股票的新建倉與 59 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，Consolidated Investment Group LLC 的前 5 大核心持股（包含 QQQ, SPY, RSP 等）合計佔整體申報市值的 40.8%，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 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 22.38% | +0.50% | +15.17% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 11.38% | -0.91% | +25.81% | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 8.62% | -0.96% | +8.88% | |
| 4 | MU | Micron Technology Inc | 股票-科技 | 4.39% | +3.96% | -6.13% | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 4.17% | -0.12% | +29.64% | |
| 6 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 3.82% | -0.35% | +12.06% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 2.66% | -0.06% | +3.14% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 2.64% | -0.21% | +3.14% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.45% | -0.01% | +2.71% | |
| 10 | AAPL | Apple Inc | 股票-科技 | 1.81% | -0.16% | +2.89% | |
| 11 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.41% | +1.00% | +2.76% | |
| 12 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.38% | -0.11% | +11.63% | |
| 13 | BX | Blackstone Inc | 股票-金融 | 1.13% | -0.21% | +8.58% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.12% | -0.22% | +2.46% | |
| 15 | C | Citigroup Inc | 股票-金融 | 1.09% | -0.01% | +3.00% | |
| 16 | BAC | Bank Of America CORP | 股票-金融 | 1.06% | -0.07% | +2.70% | |
| 17 | WMB | Williams Cos Inc | 股票-能源 | 1.05% | -0.19% | +1.99% | |
| 18 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.05% | -0.05% | +3.31% | |
| 19 | NFLX | Netflix Inc | 股票-通訊服務 | 0.98% | -0.40% | +3.41% | |
| 20 | MAR | Marriott International -cl A | 股票-循環性消費 | 0.91% | -0.08% | +3.40% | |
| 21 | MS | Morgan Stanley | 股票-金融 | 0.91% | +0.02% | +3.71% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.88% | -0.10% | +2.83% | |
| 23 | MGM | Mgm Resorts International | 股票-循環性消費 | 0.85% | +0.03% | +2.43% | |
| 24 | V | Visa Inc-class A Shares | 股票-金融 | 0.79% | -0.07% | +3.22% | |
| 25 | ETN | Eaton Corporation plc | 股票-工業 | 0.75% | +0.12% | +17.61% | |
| 26 | HD | Home Depot Inc | 股票-循環性消費 | 0.74% | -0.10% | +2.37% | |
| 27 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.72% | -0.05% | +18.64% | |
| 28 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.71% | -0.01% | +4.71% | |
| 29 | EQIX | Equinix Inc | 股票-房地產 | 0.68% | -0.10% | +3.04% | |
| 30 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.68% | +0.16% | +38.09% | |
| 31 | NOW | Servicenow Inc | 股票-科技 | 0.67% | -0.16% | +3.30% | |
| 32 | ACA | Arcosa Inc | 股票-工業 | 0.62% | +0.06% | +2.54% | |
| 33 | HON | Honeywell International Inc | 股票-工業 | 0.61% | -0.37% | +2.96% | |
| 34 | CVX | Chevron CORP | 股票-能源 | 0.61% | -0.22% | -2.54% | |
| 35 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.60% | -0.29% | +4.05% | |
| 36 | URI | United Rentals Inc | 股票-工業 | 0.58% | +0.14% | +27.89% | |
| 37 | SYK | Stryker CORP | 股票-醫療保健 | 0.57% | -0.13% | +22.27% | |
| 38 | LIN | Linde plc | 股票-原物料 | 0.57% | -0.09% | +3.58% | |
| 39 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.55% | -0.12% | +11.65% | |
| 40 | WAB | Wabtec CORP | 股票-工業 | 0.54% | -0.07% | +4.90% | |
| 41 | EQR | Equity Residential | 股票-房地產 | 0.52% | -0.02% | +72.55% | |
| 42 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.49% | -0.15% | — | |
| 43 | PLD | Prologis Inc | 股票-房地產 | 0.46% | -0.08% | +31.43% | |
| 44 | CPT | Camden Property Trust | 股票-房地產 | 0.46% | -0.03% | +89.52% | |
| 45 | VST | Vistra CORP | 股票-公用事業 | 0.44% | +0.10% | +124.58% | |
| 46 | SOFI | Sofi Technologies Inc | 股票-金融 | 0.43% | -0.04% | +23.57% | |
| 47 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.41% | -0.09% | +2.17% | |
| 48 | CRM | Salesforce Inc | 股票-科技 | 0.40% | -0.13% | +3.05% | |
| 49 | LNG | Cheniere Energy Inc | 股票-能源 | 0.39% | -0.13% | +4.10% | |
| 50 | UHS | Universal Health Services-b | 股票-醫療保健 | 0.39% | -0.39% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.9% | +25.81% | 加碼 |
| 2 | IWM | Ishares Russell 2000 ETF | +0.7% | +29.64% | 加碼 |
| 3 | VST | Vistra CORP | +0.2% | +124.58% | 加碼 |
| 4 | IWP | Ishares Russell Mid-cap Grow | +0.2% | +134.62% | 加碼 |
| 5 | EQR | Equity Residential | +0.2% | +72.55% | 加碼 |
| 6 | CPT | Camden Property Trust | +0.2% | +89.52% | 加碼 |
| 7 | ETN | Eaton Corporation plc | +0.1% | +17.61% | 加碼 |
| 8 | SNOW | Snowflake Inc | +0.1% | +135.61% | 加碼 |
| 9 | WMB | Williams Cos Inc | +0.1% | +1.99% | 加碼 |
| 10 | EQIX | Equinix Inc | +0.1% | +3.04% | 加碼 |
| 11 | LNG | Cheniere Energy Inc | +0.1% | +4.10% | 加碼 |
| 12 | IWR | Ishares Russell Mid-cap ETF | +0.1% | +12.06% | 加碼 |
| 13 | CVX | Chevron CORP | +0.1% | -2.54% | 減碼 |
| 14 | PLD | Prologis Inc | +0.1% | +31.43% | 加碼 |
| 15 | APG | Api Group CORP | +0.1% | +54.19% | 加碼 |
| 16 | CRCL | Circle Internet Group Inc | +0.1% | +47.06% | 加碼 |
| 17 | UDR | Udr Inc | +0.1% | +70.98% | 加碼 |
| 18 | MAA | Mid-america Apartment Comm | +0.1% | +72.32% | 加碼 |
| 19 | WAB | Wabtec CORP | +0.1% | +4.90% | 加碼 |
| 20 | LIN | Linde plc | +0.1% | +3.58% | 加碼 |
| 21 | HON | Honeywell International Inc | 0% | +2.96% | 加碼 |
| 22 | MU | Micron Technology Inc | 0% | -6.13% | 減碼 |
| 23 | URI | United Rentals Inc | 0% | +27.89% | 加碼 |
| 24 | UNH | Unitedhealth Group Inc | 0% | +38.09% | 加碼 |
| 25 | SYK | Stryker CORP | 0% | +22.27% | 加碼 |
| 26 | ABBV | Abbvie Inc | 0% | +18.64% | 加碼 |
| 27 | GM | General Motors Co | 0% | +27.74% | 加碼 |
| 28 | XLU | St Sr Utl Sl Se Spdr Etf-usd | — | +2.17% | 加碼 |
| 29 | SCI | Service CORP International | — | +3.18% | 加碼 |
| 30 | TSLA | Tesla Inc | — | +31.58% | 加碼 |
| 31 | MAR | Marriott International -cl A | 0% | +3.40% | 加碼 |
| 32 | INDA | Ishares Msci India ETF | 0% | +4.33% | 加碼 |
| 33 | NFLX | Netflix Inc | 0% | +3.41% | 加碼 |
| 34 | MGM | Mgm Resorts International | -0.1% | +2.43% | 加碼 |
| 35 | ACA | Arcosa Inc | -0.1% | +2.54% | 加碼 |
| 36 | META | Meta Platforms Inc-class A | -0.1% | +11.65% | 加碼 |
| 37 | UBER | Uber Technologies Inc | -0.1% | +5.36% | 加碼 |
| 38 | PYPL | Paypal Holdings Inc | -0.1% | +1.72% | 加碼 |
| 39 | UHS | Universal Health Services-b | -0.1% | +8.57% | 加碼 |
| 40 | HD | Home Depot Inc | -0.1% | +2.37% | 加碼 |
| 41 | RSP | Invesco S&p 500 Equal Weight | -0.1% | +8.88% | 加碼 |
| 42 | GOOG | Alphabet Inc-cl C | -0.1% | +4.71% | 加碼 |
| 43 | GS | Goldman Sachs Group Inc | -0.1% | +3.31% | 加碼 |
| 44 | C | Citigroup Inc | -0.1% | +3.00% | 加碼 |
| 45 | AMZN | Amazon.com Inc | -0.1% | +11.63% | 加碼 |
| 46 | TMO | Thermo Fisher Scientific Inc | -0.1% | +4.05% | 加碼 |
| 47 | MS | Morgan Stanley | -0.1% | +3.71% | 加碼 |
| 48 | JPM | Jpmorgan Chase & Co | -0.2% | +2.83% | 加碼 |
| 49 | V | Visa Inc-class A Shares | -0.2% | +3.22% | 加碼 |
| 50 | SOFI | Sofi Technologies Inc | -0.2% | +23.57% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Consolidated Investment Group LLC 在 Q1 2026 季度的美股持倉總市值約為 US$11.5億，共申報了 77 個公開持股部位。
在 Q1 2026 季度，Consolidated Investment Group LLC 按市值排列的前三大核心持股分別為：QQQ (22.4%)、SPY (11.4%)、RSP (8.6%)。其中最大持股部位 QQQ 佔據整體投資組合約 22.4% 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
EEM
市值: US$347.6萬
本季最大獲利了結 / 清倉標的
EOG
前期市值: US$174.3萬
在 Q1 2026 季度中，Consolidated Investment Group LLC 共進行了 80 項持倉異動，包含新建倉 15 個部位、加碼 59 個部位、減碼 2 個部位以及清倉 4 個部位。 其中最大新建倉標的為 EEM。 本季清倉部位包含 EOG。
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。