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: 0001426853
申報總市值
US$67.6億
US$67.6億
877 檔
20.9%
Q2 2026 季度申報顯示，Crestwood Advisors Group, LLC 揭露的美股組合總市值為 US$67.6億，涵蓋 877 個不同之權益投資部位。
Crestwood Advisors Group, LLC 在 Q2 2026 進行了結構性的板塊輪動與部位換股。在開立 9 個全新部位及加碼 95 檔持股的同時，亦同步清倉 4 檔並減碼 92 檔標的。
檢視投資組合結構，前 5 大主力部位（包含 AAPL, IVV, GOOGL）占據了總市值的 20.9%，展現出該機構在 Q2 2026 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 877 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 | AAPL | Apple Inc | 股票-科技 | 5.88% | +0.77% | -1.66% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 5.28% | +0.44% | +9.17% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.72% | -0.25% | -3.57% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 3.03% | +0.48% | -0.09% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.03% | +1.10% | +2.15% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.77% | +0.08% | -5.37% | |
| 7 | AMAT | Applied Materials Inc | 股票-科技 | 2.58% | -0.88% | -15.69% | |
| 8 | VSLU | Applied Finance Valuat ETF | ETF-其他 | 2.05% | +0.02% | +5.74% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.84% | +0.01% | +1.88% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.77% | -0.02% | +5.97% | |
| 11 | AVGO | Broadcom Inc | 股票-科技 | 1.76% | -0.26% | +1.00% | |
| 12 | LRCX | Lam Research CORP | 股票-科技 | 1.72% | -0.49% | -3.63% | |
| 13 | KLAC | Kla CORP | 股票-科技 | 1.63% | -0.62% | +791.58% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 1.63% | +0.04% | -1.47% | |
| 15 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 1.49% | -0.13% | +0.92% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.33% | +0.03% | +3.00% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.26% | -0.04% | -13.25% | |
| 18 | QLTY | Gmo U.s. Quality ETF | ETF-其他 | 1.22% | +0.05% | +11.41% | |
| 19 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.19% | -0.01% | +2.03% | |
| 20 | JMEE | JPM Sma & Mid Cap En Eq Et-u | ETF-其他 | 1.18% | -0.06% | +2.02% | |
| 21 | APH | Amphenol Corp-cl A | 股票-科技 | 1.09% | -0.07% | -1.90% | |
| 22 | PWR | Quanta Services Inc | 股票-工業 | 1.06% | -0.12% | -0.56% | |
| 23 | HLT | Hilton Worldwide Holdings In | 股票-循環性消費 | 1.04% | -0.08% | -6.36% | |
| 24 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.04% | +0.25% | -8.63% | |
| 25 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.01% | +0.04% | +5.18% | |
| 26 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 1.00% | +0.01% | +41.63% | |
| 27 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.98% | -0.20% | +8.91% | |
| 28 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.98% | -0.06% | -4.43% | |
| 29 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.98% | -0.15% | -2.44% | |
| 30 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.86% | +0.01% | +1.03% | |
| 31 | HD | Home Depot Inc | 股票-循環性消費 | 0.86% | -0.19% | -3.33% | |
| 32 | BX | Blackstone Inc | 股票-金融 | 0.86% | -0.04% | -1.45% | |
| 33 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.79% | +0.02% | +25.38% | |
| 34 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.76% | -0.14% | +1560.90% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.75% | -0.01% | +9.54% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.72% | +0.01% | +1.47% | |
| 37 | QCOM | Qualcomm Inc | 股票-科技 | 0.69% | -0.02% | -0.68% | |
| 38 | BAC | Bank Of America CORP | 股票-金融 | 0.69% | -0.04% | -1.31% | |
| 39 | DHR | Danaher CORP | 股票-醫療保健 | 0.66% | +0.01% | -17.89% | |
| 40 | XYL | Xylem Inc | 股票-工業 | 0.64% | -0.12% | -9.97% | |
| 41 | AZN | AstraZeneca PLC | 股票-醫療保健 | 0.63% | -0.12% | -3.67% | |
| 42 | MA | Mastercard Inc - A | 股票-金融 | 0.63% | +0.06% | +15.73% | |
| 43 | SUB | Ishares Short-term National | ETF-其他 | 0.63% | -0.09% | -8.64% | |
| 44 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.61% | -0.04% | +0.18% | |
| 45 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.60% | -0.02% | +3.65% | |
| 46 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.59% | — | -3.64% | |
| 47 | URI | United Rentals Inc | 股票-工業 | 0.59% | -0.08% | -1.16% | |
| 48 | USIG | Ishares Broad Usd Investment | ETF-其他 | 0.55% | -0.01% | +11.35% | |
| 49 | TXN | Texas Instruments Inc | 股票-科技 | 0.55% | -0.06% | -10.85% | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.54% | +0.01% | +13.10% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AMAT | Applied Materials Inc | +0.9% | -15.69% | 減碼 |
| 2 | LRCX | Lam Research CORP | +0.7% | -3.63% | 減碼 |
| 3 | KLAC | Kla CORP | +0.6% | +791.58% | 加碼 |
| 4 | IVV | Ishares Core S&p 500 ETF | +0.5% | +9.17% | 加碼 |
| 5 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.4% | +41.63% | 加碼 |
| 6 | ✓ | +0.4% | NEW | 新建倉 | |
| 7 | ✓ | +0.4% | NEW | 新建倉 | |
| 8 | ✓ | +0.3% | NEW | 新建倉 | |
| 9 | MU | Micron Technology Inc | +0.3% | +175.54% | 加碼 |
| 10 | TDG | Transdigm Group Inc | +0.3% | +701.50% | 加碼 |
| 11 | LLY | Eli Lilly & Co | +0.2% | +25.38% | 加碼 |
| 12 | GOOGL | Alphabet Inc-cl A | +0.2% | -3.57% | 減碼 |
| 13 | APH | Amphenol Corp-cl A | +0.2% | -1.90% | 減碼 |
| 14 | GOOG | Alphabet Inc-cl C | +0.2% | +1.88% | 加碼 |
| 15 | AMD | Advanced Micro Devices | +0.2% | +65.58% | 加碼 |
| 16 | URI | United Rentals Inc | +0.2% | -1.16% | 減碼 |
| 17 | PANW | Palo Alto Networks Inc | +0.2% | -4.77% | 減碼 |
| 18 | AVGO | Broadcom Inc | +0.1% | +1.00% | 加碼 |
| 19 | QLTY | Gmo U.s. Quality ETF | +0.1% | +11.41% | 加碼 |
| 20 | QCOM | Qualcomm Inc | +0.1% | -0.68% | 減碼 |
| 21 | PWR | Quanta Services Inc | +0.1% | -0.56% | 減碼 |
| 22 | IEMG | Ishares Core Msci Emerging | +0.1% | +46.18% | 加碼 |
| 23 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +13.10% | 加碼 |
| 24 | INTC | Intel CORP | +0.1% | +84.95% | 加碼 |
| 25 | TXN | Texas Instruments Inc | +0.1% | -10.85% | 減碼 |
| 26 | FIX | Comfort Systems USA Inc | +0.1% | +106.42% | 加碼 |
| 27 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.1% | +0.92% | 加碼 |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +9.54% | 加碼 |
| 29 | NXPI | NXP Semiconductors N.V. | +0.1% | +0.39% | 加碼 |
| 30 | CAT | Caterpillar Inc | +0.1% | -3.24% | 減碼 |
| 31 | CSCO | Cisco Systems Inc | +0.1% | -0.55% | 減碼 |
| 32 | TPR | Tapestry Inc | +0.1% | +1567.47% | 加碼 |
| 33 | GEV | GE Vernova Inc | +0.1% | +27.01% | 加碼 |
| 34 | VSLU | Applied Finance Valuat ETF | +0.1% | +5.74% | 加碼 |
| 35 | TSLA | Tesla Inc | +0.1% | +38.29% | 加碼 |
| 36 | GLW | Corning Inc | +0.1% | -2.63% | 減碼 |
| 37 | JMEE | JPM Sma & Mid Cap En Eq Et-u | +0.1% | +2.02% | 加碼 |
| 38 | STX | Seagate Technology Holdings plc | +0.1% | +174.63% | 加碼 |
| 39 | CAH | Cardinal Health Inc | 0% | +93.00% | 加碼 |
| 40 | QQQM | Invesco Nasdaq 100 ETF | 0% | +341.20% | 加碼 |
| 41 | NVDA | Nvidia CORP | 0% | -0.09% | 減碼 |
| 42 | MA | Mastercard Inc - A | 0% | +15.73% | 加碼 |
| 43 | GS | Goldman Sachs Group Inc | 0% | +5.75% | 加碼 |
| 44 | BLV | Vanguard Long-term Bond ETF | 0% | +32.29% | 加碼 |
| 45 | TSM | Taiwan Semiconductor-sp Adr | 0% | +23.83% | 加碼 |
| 46 | CRWD | Crowdstrike Holdings Inc - A | 0% | +18.35% | 加碼 |
| 47 | SNDK | Sandisk CORP | 0% | +14.29% | 加碼 |
| 48 | CBRE | Cbre Group Inc - A | 0% | +63.36% | 加碼 |
| 49 | VOO | Vanguard S&p 500 ETF | 0% | +1.47% | 加碼 |
| 50 | IJH | Ishares Core S&p Midcap ETF | 0% | +3.65% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Crestwood Advisors Group, LLC 在 Q2 2026 季度的美股持倉總市值約為 US$67.6億，共申報了 877 個公開持股部位。
在 Q2 2026 季度，Crestwood Advisors Group, LLC 按市值排列的前三大核心持股分別為：AAPL (5.9%)、IVV (5.3%)、GOOGL (3.7%)。其中最大持股部位 AAPL 佔據整體投資組合約 5.9% 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
市值: US$2565.5萬
本季最大獲利了結 / 清倉標的
HON
前期市值: US$5024.4萬
在 Q2 2026 季度中，Crestwood Advisors Group, LLC 共進行了 200 項持倉異動，包含新建倉 9 個部位、加碼 95 個部位、減碼 92 個部位以及清倉 4 個部位。 其中最大新建倉標的為 。 本季清倉部位包含 HON。
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。