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: 0001631353
申報總市值
US$52.4億
US$52.4億
766 檔
12.2%
根據最新整理的 13F 季度數據集，Dakota Wealth Management 於 Q1 2026 結束時的管理資產規模為 US$52.4億。該機構在本季度申報了 766 檔美股持倉，呈現出該時期的主要投資地圖。
Dakota Wealth Management 在 Q1 2026 進行了結構性的板塊輪動與部位換股。在開立 17 個全新部位及加碼 75 檔持股的同時，亦同步清倉 20 檔並減碼 88 檔標的。
整體而言，Dakota Wealth Management 的前 5 大持股（包含 IVV, AAPL, BIL）貢獻了組合市值的 12.2%，形成該機構在 Q1 2026 季度的基本面基石。
僅顯示前 200 大持股（共 766 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.80% | +0.06% | -1.84% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.37% | +0.04% | -4.26% | |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 2.57% | -0.58% | +5.85% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.13% | -0.35% | -0.65% | |
| 5 | KLAC | Kla CORP | 股票-科技 | 1.99% | +0.93% | -92.78% | |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 1.93% | +0.26% | +41.67% | |
| 7 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.71% | -0.01% | +4.75% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.67% | +0.07% | +1.39% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 1.61% | +0.14% | -2.28% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.61% | +0.03% | +5.64% | |
| 11 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.52% | +0.09% | -9.54% | |
| 12 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 1.45% | +0.20% | +8.22% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.41% | -0.16% | -9.22% | |
| 14 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 1.40% | +0.19% | +66.37% | |
| 15 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 1.26% | -0.02% | +7.81% | |
| 16 | MBB | Ishares Mbs ETF | ETF-其他 | 1.24% | +0.06% | +10.48% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.23% | +0.14% | +4.44% | |
| 18 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 1.20% | +0.47% | +70.09% | |
| 19 | XOM | Exxon Mobil CORP | 股票-能源 | 1.20% | -0.46% | -2.99% | |
| 20 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.16% | -0.27% | +5.47% | |
| 21 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.13% | -0.03% | +7.45% | |
| 22 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.96% | -0.25% | — | |
| 23 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.87% | -0.19% | -4.52% | |
| 24 | CAT | Caterpillar Inc | 股票-工業 | 0.87% | +0.09% | -4.84% | |
| 25 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.86% | +0.04% | -6.87% | |
| 26 | V | Visa Inc-class A Shares | 股票-金融 | 0.85% | +0.20% | -3.16% | |
| 27 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.84% | -0.03% | -46.75% | |
| 28 | CSCO | Cisco Systems Inc | 股票-科技 | 0.83% | +0.30% | -5.99% | |
| 29 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.80% | -0.01% | -10.72% | |
| 30 | DAK | Dakota Active Equity ETF | ETF-其他 | 0.79% | -0.01% | -0.00% | |
| 31 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.77% | -0.11% | +20.30% | |
| 32 | AVGO | Broadcom Inc | 股票-科技 | 0.77% | +0.06% | -22.02% | |
| 33 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.75% | — | +6.11% | |
| 34 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.73% | +0.36% | +21.98% | |
| 35 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.73% | +0.17% | -3.30% | |
| 36 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.72% | -0.30% | +0.83% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.68% | -0.06% | -7.86% | |
| 38 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.67% | -0.05% | -13.66% | |
| 39 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.65% | +0.04% | +15.72% | |
| 40 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.63% | -0.15% | -3.97% | |
| 41 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.61% | -0.06% | +3.91% | |
| 42 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.61% | — | +29.06% | |
| 43 | VTV | Vanguard Value ETF | ETF-其他 | 0.59% | -0.01% | -23.76% | |
| 44 | NEM | Newmont CORP | 股票-原物料 | 0.56% | -0.52% | +1.12% | |
| 45 | PFF | Ishares Preferred & Income S | ETF-其他 | 0.55% | -0.17% | -10.90% | |
| 46 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.54% | -0.08% | +5.51% | |
| 47 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.54% | -0.06% | -3.11% | |
| 48 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.54% | -0.09% | +0.66% | |
| 49 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.52% | -0.39% | +1.72% | |
| 50 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.52% | +0.12% | +12.87% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | +1% | NEW | 新建倉 |
| 2 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.8% | +41.67% | 加碼 |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.7% | +66.37% | 加碼 |
| 4 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.6% | +5.85% | 加碼 |
| 5 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.6% | +70.09% | 加碼 |
| 6 | XOM | Exxon Mobil CORP | +0.5% | -2.99% | 減碼 |
| 7 | IVV | Ishares Core S&p 500 ETF | +0.5% | -1.84% | 減碼 |
| 8 | VXUS | Vanguard Total Intl Stock | +0.4% | +4.75% | 加碼 |
| 9 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.4% | +8.22% | 加碼 |
| 10 | COST | Costco Wholesale CORP | +0.4% | +5.47% | 加碼 |
| 11 | MBB | Ishares Mbs ETF | +0.3% | +10.48% | 加碼 |
| 12 | IGIB | Ishares 5-10y Inv Grade CORP | +0.3% | +7.81% | 加碼 |
| 13 | AAPL | Apple Inc | +0.3% | -4.26% | 減碼 |
| 14 | MRK | Merck & Co. Inc. | +0.3% | +29.06% | 加碼 |
| 15 | CAT | Caterpillar Inc | +0.3% | -4.84% | 減碼 |
| 16 | IGSB | Ishares 1-5y Inv Grade CORP | +0.3% | +7.45% | 加碼 |
| 17 | DELL | Dell Technologies -c | +0.2% | +789.11% | 加碼 |
| 18 | JPST | Jpmorgan Ultra-short Income | +0.2% | +20.30% | 加碼 |
| 19 | CMI | Cummins Inc | +0.2% | +80.53% | 加碼 |
| 20 | AMCR | Amcor plc | +0.2% | NEW | 新建倉 |
| 21 | KEYS | Keysight Technologies In | +0.2% | +1313.57% | 加碼 |
| 22 | GOOGL | Alphabet Inc-cl A | +0.2% | +1.39% | 加碼 |
| 23 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +4.44% | 加碼 |
| 24 | VGIT | Vanguard Intermediate-term T | +0.2% | +15.72% | 加碼 |
| 25 | DOV | Dover CORP | +0.2% | NEW | 新建倉 |
| 26 | NVDA | Nvidia CORP | +0.2% | -2.28% | 減碼 |
| 27 | SHY | Ishares 1-3 Year Treasury Bo | +0.2% | +6.11% | 加碼 |
| 28 | TJX | Tjx Companies Inc | +0.2% | +0.83% | 加碼 |
| 29 | CBOE | Cboe Global Markets Inc | +0.2% | +14.83% | 加碼 |
| 30 | PWR | Quanta Services Inc | +0.2% | -8.72% | 減碼 |
| 31 | SPMD | Ss Spdr P S&p 400 Midcap ETF | +0.2% | +12.87% | 加碼 |
| 32 | JNJ | Johnson & Johnson | +0.2% | -3.11% | 減碼 |
| 33 | LLY | Eli Lilly & Co | +0.2% | +21.98% | 加碼 |
| 34 | WAB | Wabtec CORP | +0.1% | NEW | 新建倉 |
| 35 | PSA | Public Storage | +0.1% | +486.95% | 加碼 |
| 36 | XLE | Ss Energy Select Sector | +0.1% | +1.71% | 加碼 |
| 37 | CASY | Casey's General Stores Inc | +0.1% | +1.11% | 加碼 |
| 38 | CVX | Chevron CORP | +0.1% | -1.34% | 減碼 |
| 39 | ADI | Analog Devices Inc | +0.1% | +13.67% | 加碼 |
| 40 | NEM | Newmont CORP | +0.1% | +1.12% | 加碼 |
| 41 | IAU | Ishares Gold Trust | +0.1% | -3.97% | 減碼 |
| 42 | DOW | Dow Inc | +0.1% | NEW | 新建倉 |
| 43 | HAL | Halliburton Co | +0.1% | NEW | 新建倉 |
| 44 | TLT | Ishares 20+ Year Treasury Bd | +0.1% | +13.35% | 加碼 |
| 45 | DAK | Dakota Active Equity ETF | +0.1% | -0.00% | 減碼 |
| 46 | FCX | Freeport-mcmoran Inc | +0.1% | +78.64% | 加碼 |
| 47 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | +0.1% | +8.74% | 加碼 |
| 48 | CSCO | Cisco Systems Inc | +0.1% | -5.99% | 減碼 |
| 49 | MHD | Blackrock Muniholdings Fund | +0.1% | +217.43% | 加碼 |
| 50 | VLO | Valero Energy CORP | +0.1% | +4.40% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Dakota Wealth Management 在 Q1 2026 季度的美股持倉總市值約為 US$52.4億，共申報了 766 個公開持股部位。
在 Q1 2026 季度，Dakota Wealth Management 按市值排列的前三大核心持股分別為：IVV (3.8%)、AAPL (3.4%)、BIL (2.6%)。其中最大持股部位 IVV 佔據整體投資組合約 3.8% 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
SGOV
市值: US$4438.2萬
本季最大獲利了結 / 清倉標的
PTC
前期市值: US$715.7萬
在 Q1 2026 季度中，Dakota Wealth Management 共進行了 200 項持倉異動，包含新建倉 17 個部位、加碼 75 個部位、減碼 88 個部位以及清倉 20 個部位。 其中最大新建倉標的為 SGOV。 本季清倉部位包含 PTC。
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。