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: 0000938077
申報總市值
US$4.6億
US$4.6億
191 檔
46.5%
Q2 2026 季度申報顯示，Doliver Advisors, LP 揭露的美股組合總市值為 US$4.6億，涵蓋 191 個不同之權益投資部位。
在 Q2 2026，Doliver Advisors, LP 展現出較為審慎的避險與獲利了結姿態。本季共減碼 95 個部位並完全清倉 8 檔持股，調降曝險的部位數量高於加碼動作。
整體而言，Doliver Advisors, LP 的前 5 大持股（包含 XOM, IUSG, HF）貢獻了組合市值的 46.5%，形成該機構在 Q2 2026 季度的基本面基石。
| # | 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 | XOM | Exxon Mobil CORP | 股票-能源 | 32.57% | +4.63% | -0.02% | |
| 2 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 5.52% | -0.42% | -0.07% | |
| 3 | HF | Dga Core Plus Abs Rtrn ETF | ETF-其他 | 4.30% | -0.12% | +1.84% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.63% | -0.37% | +0.20% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.18% | -0.16% | -3.47% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.00% | — | -2.36% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 1.82% | +0.18% | +0.59% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 1.76% | +0.15% | -1.02% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.61% | -0.09% | -0.11% | |
| 10 | ETN | Eaton Corporation plc | 股票-工業 | 1.39% | -0.05% | +23.01% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.28% | +0.23% | +2.10% | |
| 12 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.25% | -0.38% | +0.16% | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.10% | -0.13% | -2.63% | |
| 14 | MU | Micron Technology Inc | 股票-科技 | 1.05% | -0.08% | -50.43% | |
| 15 | EPD | Enterprise Products Partners | 股票-能源 | 0.99% | -0.15% | +14.38% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 0.95% | — | -4.77% | |
| 17 | AVGO | Broadcom Inc | 股票-科技 | 0.86% | -0.05% | +2.39% | |
| 18 | PM | Philip Morris International | 股票-非循環性消費 | 0.85% | -0.10% | -1.23% | |
| 19 | BCRX | Biocryst Pharmaceuticals Inc | 股票-其他 | 0.85% | -0.30% | — | |
| 20 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.77% | +0.01% | -17.19% | |
| 21 | MPLX | Mplx LP | 股票-能源 | 0.66% | -0.03% | +22.56% | |
| 22 | ASML | ASML Holding N.V. | 股票-科技 | 0.62% | -0.08% | -17.85% | |
| 23 | APO | Apollo Global Management Inc | 股票-金融 | 0.61% | -0.04% | +22.47% | |
| 24 | SNOW | Snowflake Inc | 股票-科技 | 0.61% | +0.09% | -8.32% | |
| 25 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.58% | -0.01% | -0.77% | |
| 26 | MO | Altria Group Inc | 股票-非循環性消費 | 0.57% | -0.08% | +0.03% | |
| 27 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.56% | -0.56% | EXIT | |
| 28 | MSFT | Microsoft CORP | 股票-科技 | 0.55% | +0.16% | -3.01% | |
| 29 | FFIN | First Finl Bankshares Inc | 股票-金融 | 0.51% | -0.06% | -0.15% | |
| 30 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.48% | +0.02% | -4.00% | |
| 31 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.46% | +0.14% | +5.69% | |
| 32 | PH | Parker Hannifin CORP | 股票-工業 | 0.45% | -0.03% | +0.60% | |
| 33 | CAT | Caterpillar Inc | 股票-工業 | 0.44% | -0.12% | -8.23% | |
| 34 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.42% | -0.13% | +2214.16% | |
| 35 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.42% | -0.42% | EXIT | |
| 36 | SGU | Star Group LP | 股票-其他 | 0.41% | -0.02% | — | |
| 37 | UBER | Uber Technologies Inc | 股票-工業 | 0.40% | -0.04% | +11.22% | |
| 38 | AXP | American Express Co | 股票-金融 | 0.40% | -0.06% | -2.19% | |
| 39 | BA | Boeing Co/the | 股票-工業 | 0.40% | -0.07% | -1.03% | |
| 40 | NOW | Servicenow Inc | 股票-科技 | 0.39% | +0.15% | +8.84% | |
| 41 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.39% | -0.03% | -8.36% | |
| 42 | EOG | Eog Resources Inc | 股票-能源 | 0.39% | — | -1.34% | |
| 43 | AMGN | Amgen Inc | 股票-醫療保健 | 0.38% | +0.03% | +3.77% | |
| 44 | LHX | L3harris Technologies Inc | 股票-工業 | 0.38% | -0.04% | +1.29% | |
| 45 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.38% | -0.22% | +8.02% | |
| 46 | AMD | Advanced Micro Devices | 股票-科技 | 0.37% | -0.01% | -25.07% | |
| 47 | DKS | Dick's Sporting Goods Inc | 股票-循環性消費 | 0.37% | -0.08% | -1.05% | |
| 48 | USB | US Bancorp | 股票-金融 | 0.37% | -0.03% | -1.36% | |
| 49 | OC | Owens Corning | 股票-工業 | 0.36% | -0.11% | -0.34% | |
| 50 | DUK | Duke Energy CORP | 股票-公用事業 | 0.36% | -0.04% | +4.55% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | IUSG | Ishares Core S&p U.s. Growth | +0.9% | -0.07% | 減碼 |
| 2 | IVV | Ishares Core S&p 500 ETF | +0.5% | +0.20% | 加碼 |
| 3 | ETN | Eaton Corporation plc | +0.4% | +23.01% | 加碼 |
| 4 | MU | Micron Technology Inc | +0.4% | -50.43% | 減碼 |
| 5 | GOOG | Alphabet Inc-cl C | +0.3% | -3.47% | 減碼 |
| 6 | CRWD | Crowdstrike Holdings Inc - A | +0.3% | -17.19% | 減碼 |
| 7 | HF | Dga Core Plus Abs Rtrn ETF | +0.3% | +1.84% | 加碼 |
| 8 | SABA | Saba Capital Income & Opp Ii | +0.3% | NEW | 新建倉 |
| 9 | NVDA | Nvidia CORP | +0.2% | +0.59% | 加碼 |
| 10 | FTAI | FTAI Aviation Ltd. | +0.2% | NEW | 新建倉 |
| 11 | SNOW | Snowflake Inc | +0.2% | -8.32% | 減碼 |
| 12 | AMZN | Amazon.com Inc | +0.2% | -2.36% | 減碼 |
| 13 | AMD | Advanced Micro Devices | +0.2% | -25.07% | 減碼 |
| 14 | QXO | Qxo Inc | +0.2% | NEW | 新建倉 |
| 15 | AAPL | Apple Inc | +0.2% | -1.02% | 減碼 |
| 16 | ✓ | +0.2% | NEW | 新建倉 | |
| 17 | ✓ | +0.2% | NEW | 新建倉 | |
| 18 | XLK | Ss Technology Select Sector | +0.2% | +1.09% | 加碼 |
| 19 | AVGO | Broadcom Inc | +0.2% | +2.39% | 加碼 |
| 20 | ITOT | Ishares Core S&p Total U.s. | +0.2% | +0.16% | 加碼 |
| 21 | IWM | Ishares Russell 2000 ETF | +0.2% | -2.63% | 減碼 |
| 22 | DVN | Devon Energy CORP | +0.2% | +145.59% | 加碼 |
| 23 | JPM | Jpmorgan Chase & Co | +0.2% | -0.11% | 減碼 |
| 24 | GBIL | Goldman Sachs Access Treasur | +0.2% | NEW | 新建倉 |
| 25 | APO | Apollo Global Management Inc | +0.1% | +22.47% | 加碼 |
| 26 | INTU | Intuit Inc | +0.1% | +190.18% | 加碼 |
| 27 | VRDN | Viridian Therapeutics Inc | +0.1% | NEW | 新建倉 |
| 28 | CAT | Caterpillar Inc | +0.1% | -8.23% | 減碼 |
| 29 | ASML | ASML Holding N.V. | +0.1% | -17.85% | 減碼 |
| 30 | OC | Owens Corning | +0.1% | -0.34% | 減碼 |
| 31 | MPLX | Mplx LP | +0.1% | +22.56% | 加碼 |
| 32 | GOVT | Ishares US Treasury Bond ETF | +0.1% | NEW | 新建倉 |
| 33 | VGSH | Vanguard Short-term Treasury | +0.1% | NEW | 新建倉 |
| 34 | VGT | Vanguard Info Tech ETF | +0.1% | +700.00% | 加碼 |
| 35 | GLD | Spdr Gold Shares | +0.1% | +143.57% | 加碼 |
| 36 | IBRX | Immunitybio Inc | +0.1% | +100.00% | 加碼 |
| 37 | PYPL | Paypal Holdings Inc | +0.1% | NEW | 新建倉 |
| 38 | ✓ | Carnival CORP LTD F | +0.1% | NEW | 新建倉 |
| 39 | EPD | Enterprise Products Partners | +0.1% | +14.38% | 加碼 |
| 40 | HPE | Hewlett Packard Enterprise | +0.1% | NEW | 新建倉 |
| 41 | SCM | Stellus Capital Investment C | +0.1% | +452.92% | 加碼 |
| 42 | FCEL | Fuelcell Energy Inc | +0.1% | NEW | 新建倉 |
| 43 | IWC | Ishares Micro-cap ETF | +0.1% | +59.78% | 加碼 |
| 44 | FFIN | First Finl Bankshares Inc | +0.1% | -0.15% | 減碼 |
| 45 | USO | United States Oil Fund LP | +0.1% | NEW | 新建倉 |
| 46 | V | Visa Inc-class A Shares | +0.1% | -4.77% | 減碼 |
| 47 | NVO | Novo-nordisk A/s-spons Adr | +0.1% | +25.63% | 加碼 |
| 48 | UNH | Unitedhealth Group Inc | +0.1% | -1.01% | 減碼 |
| 49 | VOO | Vanguard S&p 500 ETF | +0.1% | +6.96% | 加碼 |
| 50 | PM | Philip Morris International | +0.1% | -1.23% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Doliver Advisors, LP 在 Q2 2026 季度的美股持倉總市值約為 US$4.6億，共申報了 191 個公開持股部位。
在 Q2 2026 季度，Doliver Advisors, LP 按市值排列的前三大核心持股分別為：XOM (32.6%)、IUSG (5.5%)、HF (4.3%)。其中最大持股部位 XOM 佔據整體投資組合約 32.6% 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
SABA
市值: US$116.9萬
本季最大獲利了結 / 清倉標的
HON
前期市值: US$155.9萬
在 Q2 2026 季度中，Doliver Advisors, LP 共進行了 168 項持倉異動，包含新建倉 19 個部位、加碼 46 個部位、減碼 95 個部位以及清倉 8 個部位。 其中最大新建倉標的為 SABA。 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。