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: 0002037264
申報總市值
US$20.7億
US$20.7億
412 檔
40.0%
在 Q1 2026 申報期間，Diversified Enterprises, LLC（CIK: 0002037264）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$20.7億，共持有 412 個公開申報部位。
Diversified Enterprises, LLC 於 Q1 2026 展現出進攻型調倉步調，本季推動了 34 檔股票的新建倉與 92 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，Diversified Enterprises, LLC 的前 5 大核心持股（包含 SCHX, VIG, OSEA 等）合計佔整體申報市值的 40.0%，反映機構在主要關鍵部位上的權重分佈。
本季最大新建倉標的
DFAC
市值: US$1546.0萬
本季最大獲利了結 / 清倉標的
AZNN
前期市值: US$82.9萬
僅顯示前 200 大持股（共 412 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 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 25.53% | +1.26% | +7.21% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 8.13% | +0.11% | +3.80% | |
| 3 | OSEA | Harbor Intl Compounders ETF | ETF-其他 | 4.55% | -0.09% | +8.15% | |
| 4 | OSCV | Opus Small Cap Value ETF | ETF-中小型股 | 4.04% | -0.07% | +4.70% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.03% | +0.04% | -0.66% | |
| 6 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 2.85% | +0.35% | +3.91% | |
| 7 | SELV | Sei Qim US Large Cap Low Vol | ETF-大型股與成長 | 2.85% | -0.35% | +24979.10% | |
| 8 | DRSK | Aptus Defined Risk ETF | ETF-其他 | 2.74% | -0.10% | +5.49% | |
| 9 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 2.51% | -0.21% | +4.06% | |
| 10 | SEEM | Sei Select Em Mrkt Eq | ETF-其他 | 2.42% | +0.28% | +10190.54% | |
| 11 | ACIO | Aptus Collared Invest Opp | ETF-其他 | 2.30% | -0.09% | +8.49% | |
| 12 | JPIE | Jpmorgan Income ETF | ETF-其他 | 2.00% | -0.17% | +4.40% | |
| 13 | FTCS | First Trust Capital Strength | ETF-其他 | 1.78% | -0.22% | +15866.33% | |
| 14 | AAPL | Apple Inc | 股票-科技 | 1.49% | +0.03% | +4.75% | |
| 15 | NVDA | Nvidia CORP | 股票-科技 | 1.24% | +0.04% | +1.96% | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.09% | -0.06% | +12.72% | |
| 17 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 1.07% | +0.11% | -0.48% | |
| 18 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.85% | +0.02% | — | |
| 19 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.80% | -0.12% | -0.33% | |
| 20 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 0.79% | +0.36% | -78.96% | |
| 21 | MSFT | Microsoft CORP | 股票-科技 | 0.78% | -0.09% | +5.40% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.65% | -0.57% | +6.60% | |
| 23 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.63% | -0.05% | +0.61% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.60% | +0.05% | +8.19% | |
| 25 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.53% | +0.03% | +16.66% | |
| 26 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.51% | -0.05% | -1.37% | |
| 27 | XOM | Exxon Mobil CORP | 股票-能源 | 0.47% | -0.14% | +0.53% | |
| 28 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 0.45% | +0.01% | +1.48% | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.44% | -0.01% | -1.89% | |
| 30 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.40% | +0.04% | +30.15% | |
| 31 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.36% | +0.01% | -4.61% | |
| 32 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.36% | +0.07% | +0.54% | |
| 33 | VTV | Vanguard Value ETF | ETF-其他 | 0.35% | — | -5.56% | |
| 34 | VUG | Vanguard Growth ETF | ETF-其他 | 0.35% | +0.01% | -0.65% | |
| 35 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.29% | +0.04% | +1.41% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.28% | -0.01% | +4.13% | |
| 37 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.26% | +0.02% | +2.36% | |
| 38 | WMT | Walmart Inc | 股票-非循環性消費 | 0.26% | -0.05% | +30.58% | |
| 39 | V | Visa Inc-class A Shares | 股票-金融 | 0.26% | — | +29.05% | |
| 40 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.24% | -0.01% | +0.35% | |
| 41 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.24% | -0.02% | -0.70% | |
| 42 | SO | Southern Co/the | 股票-公用事業 | 0.24% | -0.02% | -0.21% | |
| 43 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.24% | — | +0.91% | |
| 44 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.24% | -0.02% | +6.22% | |
| 45 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.24% | -0.02% | +61.90% | |
| 46 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 0.24% | — | +1.79% | |
| 47 | AVGO | Broadcom Inc | 股票-科技 | 0.23% | +0.03% | +6.59% | |
| 48 | LMT | Lockheed Martin CORP | 股票-工業 | 0.23% | -0.06% | +96.93% | |
| 49 | PPA | Invesco Aerospace & Defense | ETF-其他 | 0.22% | -0.02% | +0.61% | |
| 50 | MA | Mastercard Inc - A | 股票-金融 | 0.21% | -0.04% | +65.70% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SELV | Sei Qim US Large Cap Low Vol | +2.8% | +24979.10% | 加碼 |
| 2 | SEEM | Sei Select Em Mrkt Eq | +2.4% | +10190.54% | 加碼 |
| 3 | FTCS | First Trust Capital Strength | +1.8% | +15866.33% | 加碼 |
| 4 | LMT | Lockheed Martin CORP | +0.1% | +96.93% | 加碼 |
| 5 | TJX | Tjx Companies Inc | +0.1% | +164.58% | 加碼 |
| 6 | OSCV | Opus Small Cap Value ETF | +0.1% | +4.70% | 加碼 |
| 7 | XOM | Exxon Mobil CORP | +0.1% | +0.53% | 加碼 |
| 8 | ORLY | O'reilly Automotive Inc | +0.1% | +363.88% | 加碼 |
| 9 | JNJ | Johnson & Johnson | +0.1% | +61.90% | 加碼 |
| 10 | COST | Costco Wholesale CORP | +0.1% | +64.98% | 加碼 |
| 11 | CME | Cme Group Inc | +0.1% | +377.13% | 加碼 |
| 12 | SCHE | Schwab Emrg Mrkts Eqty ETF | +0.1% | +69.60% | 加碼 |
| 13 | WMT | Walmart Inc | +0.1% | +30.58% | 加碼 |
| 14 | WEC | Wec Energy Group Inc | +0.1% | +290.54% | 加碼 |
| 15 | HSY | Hershey Co/the | +0.1% | +481.45% | 加碼 |
| 16 | MA | Mastercard Inc - A | +0.1% | +65.70% | 加碼 |
| 17 | FSCO | Fs Credit Opportunities CORP | +0.1% | +184.77% | 加碼 |
| 18 | ABT | Abbott Laboratories | +0.1% | +223.19% | 加碼 |
| 19 | PEP | Pepsico Inc | +0.1% | +84.50% | 加碼 |
| 20 | BA | Boeing Co/the | +0.1% | +241.40% | 加碼 |
| 21 | GOOG | Alphabet Inc-cl C | 0% | +30.15% | 加碼 |
| 22 | SYK | Stryker CORP | 0% | +119.82% | 加碼 |
| 23 | AGG | Ishares Core U.s. Aggregate | 0% | +12.72% | 加碼 |
| 24 | PWR | Quanta Services Inc | 0% | -2.15% | 減碼 |
| 25 | CVX | Chevron CORP | 0% | +1.37% | 加碼 |
| 26 | PG | Procter & Gamble Co/the | 0% | +33.01% | 加碼 |
| 27 | CAT | Caterpillar Inc | 0% | +2.03% | 加碼 |
| 28 | IJH | Ishares Core S&p Midcap ETF | 0% | +69.78% | 加碼 |
| 29 | VZ | Verizon Communications Inc | 0% | +15.79% | 加碼 |
| 30 | MU | Micron Technology Inc | 0% | +26.55% | 加碼 |
| 31 | AMAT | Applied Materials Inc | 0% | -2.39% | 減碼 |
| 32 | FANG | Diamondback Energy Inc | 0% | +30.27% | 加碼 |
| 33 | SCHD | Schwab US Dvd Equity ETF | 0% | -1.37% | 減碼 |
| 34 | V | Visa Inc-class A Shares | 0% | +29.05% | 加碼 |
| 35 | SO | Southern Co/the | 0% | -0.21% | 減碼 |
| 36 | CSCO | Cisco Systems Inc | 0% | +16.61% | 加碼 |
| 37 | EOG | Eog Resources Inc | 0% | +9.30% | 加碼 |
| 38 | XLE | Ss Energy Select Sector | 0% | +0.81% | 加碼 |
| 39 | T | At&t Inc | 0% | +2.25% | 加碼 |
| 40 | MRK | Merck & Co. Inc. | 0% | +5.37% | 加碼 |
| 41 | ESGE | Ishares Inc Ishares Esg Awar | 0% | +42.85% | 加碼 |
| 42 | GLD | Spdr Gold Shares | 0% | +10.08% | 加碼 |
| 43 | NBIS | Nebius Group N.V. | 0% | +24.32% | 加碼 |
| 44 | ASML | ASML Holding N.V. | 0% | +0.10% | 加碼 |
| 45 | GEV | GE Vernova Inc | 0% | +9.49% | 加碼 |
| 46 | INTC | Intel CORP | 0% | +11.40% | 加碼 |
| 47 | KLAC | Kla CORP | 0% | +8.96% | 加碼 |
| 48 | KO | Coca-cola Co/the | 0% | +10.51% | 加碼 |
| 49 | IMO | Imperial Oil LTD | 0% | — | 不變 |
| 50 | GLW | Corning Inc | 0% | -2.95% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Diversified Enterprises, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$20.7億，共申報了 412 個公開持股部位。
在 Q1 2026 季度，Diversified Enterprises, LLC 按市值排列的前三大核心持股分別為：SCHX (25.5%)、VIG (8.1%)、OSEA (4.5%)。其中最大持股部位 SCHX 佔據整體投資組合約 25.5% 的權重。
在 Q1 2026 季度中，Diversified Enterprises, LLC 共進行了 197 項持倉異動，包含新建倉 34 個部位、加碼 92 個部位、減碼 53 個部位以及清倉 18 個部位。 其中最大新建倉標的為 DFAC。 本季清倉部位包含 AZNN。
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。
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。
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。