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: 0001479844
申報總市值
US$62.4億
US$62.4億
1049 檔
27.8%
Q1 2026 季度申報顯示，Diversified Trust Co 揭露的美股組合總市值為 US$62.4億，涵蓋 1049 個不同之權益投資部位。
Diversified Trust Co 在 Q1 2026 進行了結構性的板塊輪動與部位換股。在開立 30 個全新部位及加碼 77 檔持股的同時，亦同步清倉 23 檔並減碼 67 檔標的。
檢視投資組合結構，前 5 大主力部位（包含 VOO, VEU, INTL- ACADIAN - COM）占據了總市值的 27.8%，展現出該機構在 Q1 2026 的重點資金聚焦與風險分佈特徵。
本季最大新建倉標的
VIST
市值: US$517.5萬
本季最大獲利了結 / 清倉標的
TORTOISE COMMINGLED MLP FUND, LLC
前期市值: US$670.2萬
僅顯示前 200 大持股（共 1049 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 10.07% | +0.03% | +2.40% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 7.71% | -0.11% | +5.62% | |
| 3 | ✓ | Intl- Acadian - Com | 股票-其他 | 5.31% | +0.15% | +1.03% | |
| 4 | COKE | Coca-cola Consolidated Inc | 股票-非循環性消費 | 5.21% | -0.72% | +0.09% | |
| 5 | LAZ | Lazard, Inc. | 股票-金融 | 3.83% | -0.12% | — | |
| 6 | AAPL | Apple Inc | 股票-科技 | 3.29% | -0.16% | +2.80% | |
| 7 | ✓ | Dtc US Active Equity - Westfield Com | 股票-其他 | 3.03% | -0.05% | +6.10% | |
| 8 | UBS 0 01-18-13 008N債券 | UBS AG | 債券 | 2.76% | -0.08% | — | |
| 9 | ✓ | Intl - Causeway - Com | 股票-其他 | 2.60% | +0.08% | -28.62% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.20% | -0.07% | -0.43% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 2.17% | +0.03% | -0.07% | |
| 12 | VXF | Vanguard Extended Market ETF | ETF-其他 | 1.93% | +0.10% | +0.59% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.71% | -0.11% | +0.19% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.61% | -0.26% | +0.46% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.53% | +0.23% | +0.14% | |
| 16 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.07% | -0.07% | +12.92% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.97% | -0.15% | +11.16% | |
| 18 | AVGO | Broadcom Inc | 股票-科技 | 0.88% | +0.07% | +1.03% | |
| 19 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.82% | +0.07% | -6.76% | |
| 20 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.78% | -0.12% | -12.65% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.69% | -0.01% | -1.66% | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.67% | -0.02% | +0.21% | |
| 23 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.66% | -0.07% | +19.46% | |
| 24 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.65% | +0.04% | +9.21% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.60% | -0.04% | +1.17% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.55% | -0.02% | +0.07% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.52% | +0.01% | -7.02% | |
| 28 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.50% | -0.04% | -3.77% | |
| 29 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.46% | +0.12% | +15.07% | |
| 30 | V | Visa Inc-class A Shares | 股票-金融 | 0.46% | +0.04% | -12.06% | |
| 31 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.44% | -0.04% | +2.35% | |
| 32 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.44% | -0.04% | -2.67% | |
| 33 | VTHR | Vanguard Russell 3000 | ETF-其他 | 0.43% | — | +0.02% | |
| 34 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.42% | +0.06% | +8.80% | |
| 35 | XOM | Exxon Mobil CORP | 股票-能源 | 0.42% | -0.10% | +13.87% | |
| 36 | TSLA | Tesla Inc | 股票-循環性消費 | 0.36% | -0.07% | -5.02% | |
| 37 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.33% | +0.01% | +2.16% | |
| 38 | ✓ | Lsv Global Concentrated | 股票-其他 | 0.33% | — | +13.65% | |
| 39 | CB | Chubb Limited | 股票-金融 | 0.32% | -0.04% | -11.10% | |
| 40 | KLAC | Kla CORP | 股票-科技 | 0.32% | +0.21% | -3.14% | |
| 41 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.31% | -0.18% | +76.61% | |
| 42 | IPMLF | Imperial Metals CORP | 股票-其他 | 0.30% | -0.09% | — | |
| 43 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.29% | — | +9.41% | |
| 44 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.28% | -0.01% | +13.66% | |
| 45 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.28% | -0.03% | +0.47% | |
| 46 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.27% | +0.07% | +11.23% | |
| 47 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.26% | -0.01% | -1.88% | |
| 48 | CVX | Chevron CORP | 股票-能源 | 0.26% | -0.07% | +44.00% | |
| 49 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.26% | -0.06% | +15.13% | |
| 50 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.25% | -0.01% | +1.44% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | COKE | Coca-cola Consolidated Inc | +1.1% | +0.09% | 加碼 |
| 2 | VEU | Vanguard Ftse All-world Ex-u | +0.6% | +5.62% | 加碼 |
| 3 | XOM | Exxon Mobil CORP | +0.2% | +13.87% | 加碼 |
| 4 | PG | Procter & Gamble Co/the | +0.1% | +76.61% | 加碼 |
| 5 | CVX | Chevron CORP | +0.1% | +44.00% | 加碼 |
| 6 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | +19.46% | 加碼 |
| 7 | UNP | Union Pacific CORP | +0.1% | +163.51% | 加碼 |
| 8 | AMAT | Applied Materials Inc | +0.1% | +20.30% | 加碼 |
| 9 | LIN | Linde plc | +0.1% | +208.13% | 加碼 |
| 10 | BP | Bp Plc-spons Adr | +0.1% | +388.09% | 加碼 |
| 11 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +8.80% | 加碼 |
| 12 | GEV | GE Vernova Inc | +0.1% | +18.15% | 加碼 |
| 13 | JNJ | Johnson & Johnson | +0.1% | -3.77% | 減碼 |
| 14 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +11.16% | 加碼 |
| 15 | ✓ | Intl- Acadian - Com | +0.1% | +1.03% | 加碼 |
| 16 | KO | The Coca-Cola Company | +0.1% | +96.38% | 加碼 |
| 17 | PM | Philip Morris International | +0.1% | +31.89% | 加碼 |
| 18 | BAP | Credicorp Ltd. | +0.1% | +404.05% | 加碼 |
| 19 | VRT | Vertiv Holdings Co-a | +0.1% | +68.72% | 加碼 |
| 20 | NFLX | Netflix Inc | +0.1% | +37.86% | 加碼 |
| 21 | PEP | Pepsico Inc | +0.1% | +15.13% | 加碼 |
| 22 | VTR | Ventas Inc | +0.1% | +766.08% | 加碼 |
| 23 | BDX | Becton Dickinson And Co | +0.1% | +1387.77% | 加碼 |
| 24 | WFC | Wells Fargo & Co | +0.1% | +108.83% | 加碼 |
| 25 | PFE | Pfizer Inc | +0.1% | +47.78% | 加碼 |
| 26 | KLAC | Kla CORP | +0.1% | -3.14% | 減碼 |
| 27 | MRK | Merck & Co. Inc. | +0.1% | -2.67% | 減碼 |
| 28 | WMT | Walmart Inc | +0.1% | +7.62% | 加碼 |
| 29 | ✓ | Lsv Global Concentrated | +0.1% | +13.65% | 加碼 |
| 30 | CAT | Caterpillar Inc | 0% | +14.71% | 加碼 |
| 31 | MRSH | Marsh & Mclennan Cos | 0% | +66.61% | 加碼 |
| 32 | SRE | Sempra | 0% | +426.35% | 加碼 |
| 33 | AU | AngloGold Ashanti plc | 0% | +57.25% | 加碼 |
| 34 | DOW | Dow Inc | 0% | +80.46% | 加碼 |
| 35 | COST | Costco Wholesale CORP | 0% | +0.47% | 加碼 |
| 36 | FIX | Comfort Systems USA Inc | 0% | -8.63% | 減碼 |
| 37 | IEFA | Ishares Core Msci Eafe ETF | 0% | +0.19% | 加碼 |
| 38 | LNG | Cheniere Energy Inc | 0% | +403.20% | 加碼 |
| 39 | BE | Bloom Energy Corp- A | 0% | +260.54% | 加碼 |
| 40 | EOG | Eog Resources Inc | 0% | +225.94% | 加碼 |
| 41 | LRCX | Lam Research CORP | 0% | +2.06% | 加碼 |
| 42 | NOC | Northrop Grumman CORP | 0% | +39.21% | 加碼 |
| 43 | NEE | Nextera Energy Inc | 0% | +22.73% | 加碼 |
| 44 | HST | Host Hotels & Resorts Inc | 0% | +335.69% | 加碼 |
| 45 | PH | Parker Hannifin CORP | 0% | +41.86% | 加碼 |
| 46 | WAB | Wabtec CORP | 0% | +4.12% | 加碼 |
| 47 | ETN | Eaton Corporation plc | 0% | +44.11% | 加碼 |
| 48 | PWR | Quanta Services Inc | 0% | +10.14% | 加碼 |
| 49 | AMZN | Amazon.com Inc | 0% | +12.92% | 加碼 |
| 50 | ROST | Ross Stores Inc | 0% | +32.57% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Diversified Trust Co 在 Q1 2026 季度的美股持倉總市值約為 US$62.4億，共申報了 1049 個公開持股部位。
在 Q1 2026 季度，Diversified Trust Co 按市值排列的前三大核心持股分別為：VOO (10.1%)、VEU (7.7%)、INTL- ACADIAN - COM (5.3%)。其中最大持股部位 VOO 佔據整體投資組合約 10.1% 的權重。
在 Q1 2026 季度中，Diversified Trust Co 共進行了 197 項持倉異動，包含新建倉 30 個部位、加碼 77 個部位、減碼 67 個部位以及清倉 23 個部位。 其中最大新建倉標的為 VIST。 本季清倉部位包含 TORTOISE COMMINGLED MLP FUND, LLC。
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。