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: 0001959989
申報總市值
US$2.4億
US$2.4億
176 檔
22.9%
在 Q1 2026 的 13F 官方備案中，DoubleLine ETF Adviser LP 管理的美股投資組合規模來到 US$2.4億，整體持股檔數為 176 檔。
從 Q1 2026 申報觀察，DoubleLine ETF Adviser LP 採取防禦導向的調倉策略，本季減碼 110 檔個股並出清 40 檔部位，顯示機構在該時期進行風險控制與流動性回收。
在資產配置集中度方面，DoubleLine ETF Adviser LP 的前 5 大核心持股（包含 AMZN, TSLA, META 等）合計佔整體申報市值的 22.9%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | AMZN | Amazon.com Inc | 股票-循環性消費 | 5.65% | -5.65% | EXIT | |
| 2 | TSLA | Tesla Inc | 股票-循環性消費 | 4.69% | -4.69% | EXIT | |
| 3 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 4.53% | -1.40% | +21.57% | |
| 4 | LLY | Eli Lilly & Co | 股票-醫療保健 | 3.43% | +0.92% | — | |
| 5 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.76% | +0.04% | — | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.60% | -0.28% | -20.50% | |
| 7 | WELL | Welltower Inc | 股票-房地產 | 2.44% | +0.21% | -21.88% | |
| 8 | PLD | Prologis Inc | 股票-房地產 | 2.29% | -0.12% | -21.06% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.06% | -0.24% | -21.13% | |
| 10 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.80% | +0.24% | — | |
| 11 | NFLX | Netflix Inc | 股票-通訊服務 | 1.50% | -0.68% | -0.55% | |
| 12 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.50% | -0.60% | -12.63% | |
| 13 | HD | Home Depot Inc | 股票-循環性消費 | 1.48% | -1.48% | EXIT | |
| 14 | T | At&t Inc | 股票-通訊服務 | 1.42% | -0.65% | -7.08% | |
| 15 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.41% | +0.05% | — | |
| 16 | TMUS | T-mobile US Inc | 股票-通訊服務 | 1.26% | -0.44% | -1.96% | |
| 17 | EQIX | Equinix Inc | 股票-房地產 | 1.25% | -0.07% | -29.58% | |
| 18 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.25% | -1.25% | EXIT | |
| 19 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 1.25% | -0.34% | -7.59% | |
| 20 | EA | Electronic Arts Inc | 股票-通訊服務 | 1.20% | -0.15% | -19.33% | |
| 21 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.17% | +0.55% | — | |
| 22 | DLR | Digital Realty Trust Inc | 股票-房地產 | 1.15% | -0.09% | -18.91% | |
| 23 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.14% | -1.14% | EXIT | |
| 24 | WBD | Warner Bros Discovery Inc | 股票-通訊服務 | 1.11% | -0.06% | -50.34% | |
| 25 | SPG | Simon Property Group Inc | 股票-房地產 | 1.10% | +0.16% | -23.78% | |
| 26 | O | Realty Income CORP | 股票-房地產 | 1.09% | -0.06% | -20.36% | |
| 27 | AMT | American Tower CORP | 股票-房地產 | 1.09% | -0.11% | -19.18% | |
| 28 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.06% | +0.03% | -14.82% | |
| 29 | TTWO | Take-two Interactive Softwre | 股票-通訊服務 | 0.94% | +0.41% | -14.92% | |
| 30 | AMGN | Amgen Inc | 股票-醫療保健 | 0.90% | +0.01% | — | |
| 31 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.88% | — | — | |
| 32 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.88% | -0.88% | EXIT | |
| 33 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.86% | -0.12% | — | |
| 34 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.85% | -0.85% | EXIT | |
| 35 | PSA | Public Storage | 股票-房地產 | 0.84% | +0.08% | -19.85% | |
| 36 | OMC | Omnicom Group | 股票-通訊服務 | 0.84% | +0.19% | -37.04% | |
| 37 | LYV | Live Nation Entertainment In | 股票-通訊服務 | 0.84% | +0.48% | -36.93% | |
| 38 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.83% | -0.10% | — | |
| 39 | CBRE | Cbre Group Inc - A | 股票-房地產 | 0.80% | -0.06% | -18.99% | |
| 40 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.78% | -0.12% | — | |
| 41 | PFE | Pfizer Inc | 股票-醫療保健 | 0.77% | -0.13% | — | |
| 42 | VTR | Ventas Inc | 股票-房地產 | 0.76% | +0.01% | -17.47% | |
| 43 | CCI | Crown Castle Inc | 股票-房地產 | 0.70% | -0.10% | -19.94% | |
| 44 | CHTR | Charter Communications Inc-a | 股票-通訊服務 | 0.67% | +0.02% | -39.71% | |
| 45 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.66% | -0.66% | EXIT | |
| 46 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.60% | -0.04% | — | |
| 47 | IRM | Iron Mountain Inc | 股票-房地產 | 0.59% | +0.09% | -19.89% | |
| 48 | VICI | Vici Properties Inc | 股票-房地產 | 0.58% | -0.05% | -19.77% | |
| 49 | DHR | Danaher CORP | 股票-醫療保健 | 0.57% | — | — | |
| 50 | SYK | Stryker CORP | 股票-醫療保健 | 0.55% | -0.03% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | META | Meta Platforms Inc-class A | +1.1% | +21.57% | 加碼 |
| 2 | VZ | Verizon Communications Inc | +0.4% | -12.63% | 減碼 |
| 3 | T | At&t Inc | +0.4% | -7.08% | 減碼 |
| 4 | NFLX | Netflix Inc | +0.3% | -0.55% | 減碼 |
| 5 | DLR | Digital Realty Trust Inc | +0.2% | -18.91% | 減碼 |
| 6 | EQIX | Equinix Inc | +0.2% | -29.58% | 減碼 |
| 7 | CMCSA | Comcast Corp-class A | +0.1% | -7.59% | 減碼 |
| 8 | MCD | Mcdonald's CORP | +0.1% | -12.59% | 減碼 |
| 9 | WELL | Welltower Inc | +0.1% | -21.88% | 減碼 |
| 10 | TJX | Tjx Companies Inc | +0.1% | -15.65% | 減碼 |
| 11 | O | Realty Income CORP | +0.1% | -20.36% | 減碼 |
| 12 | PLD | Prologis Inc | +0.1% | -21.06% | 減碼 |
| 13 | VTR | Ventas Inc | +0.1% | -17.47% | 減碼 |
| 14 | SBUX | Starbucks CORP | +0.1% | -15.16% | 減碼 |
| 15 | MAR | Marriott International -cl A | +0.1% | -16.10% | 減碼 |
| 16 | HLT | Hilton Worldwide Holdings In | +0.1% | -15.93% | 減碼 |
| 17 | HD | Home Depot Inc | 0% | -14.80% | 減碼 |
| 18 | LOW | Lowe's Cos Inc | 0% | -15.62% | 減碼 |
| 19 | PSA | Public Storage | 0% | -19.85% | 減碼 |
| 20 | ORLY | O'reilly Automotive Inc | 0% | -15.02% | 減碼 |
| 21 | AZO | Autozone Inc | 0% | -15.04% | 減碼 |
| 22 | KIM | Kimco Realty CORP | 0% | -20.02% | 減碼 |
| 23 | YUM | Yum! Brands Inc | 0% | -13.57% | 減碼 |
| 24 | EBAY | Ebay Inc | 0% | -14.60% | 減碼 |
| 25 | REG | Regency Centers CORP | 0% | -19.48% | 減碼 |
| 26 | EA | Electronic Arts Inc | 0% | -19.33% | 減碼 |
| 27 | RCL | Royal Caribbean Cruises Ltd. | 0% | -15.80% | 減碼 |
| 28 | WY | Weyerhaeuser Co | 0% | -19.12% | 減碼 |
| 29 | WPC | Wp Carey Inc | 0% | -19.76% | 減碼 |
| 30 | HST | Host Hotels & Resorts Inc | 0% | -19.81% | 減碼 |
| 31 | NNN | Nnn Reit Inc | 0% | -19.34% | 減碼 |
| 32 | ADC | Agree Realty CORP | 0% | -16.67% | 減碼 |
| 33 | WSM | Williams-sonoma Inc | 0% | -15.28% | 減碼 |
| 34 | AMZN | Amazon.com Inc | 0% | -12.50% | 減碼 |
| 35 | AMT | American Tower CORP | 0% | -19.18% | 減碼 |
| 36 | EXR | Extra Space Storage Inc | 0% | -19.89% | 減碼 |
| 37 | SUI | Sun Communities Inc | 0% | -20.91% | 減碼 |
| 38 | OHI | Omega Healthcare Investors | 0% | -19.62% | 減碼 |
| 39 | DHI | Dr Horton Inc | 0% | -15.01% | 減碼 |
| 40 | LAMR | Lamar Advertising Co-a | 0% | -19.96% | 減碼 |
| 41 | ELS | Equity Lifestyle Properties | 0% | -19.74% | 減碼 |
| 42 | EGP | Eastgroup Properties Inc | 0% | -19.85% | 減碼 |
| 43 | CUBE | Cubesmart | 0% | -19.78% | 減碼 |
| 44 | FRT | Federal Realty Invs Trust | 0% | -19.83% | 減碼 |
| 45 | NVR | Nvr Inc | 0% | -8.20% | 減碼 |
| 46 | PHM | Pultegroup Inc | 0% | -13.72% | 減碼 |
| 47 | BRX | Brixmor Property Group Inc | 0% | -19.93% | 減碼 |
| 48 | VICI | Vici Properties Inc | — | -19.77% | 減碼 |
| 49 | ABNB | Airbnb Inc-class A | — | -14.72% | 減碼 |
| 50 | NLY | Annaly Capital Management In | — | -15.16% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，DoubleLine ETF Adviser LP 在 Q1 2026 季度的美股持倉總市值約為 US$2.4億，共申報了 176 個公開持股部位。
在 Q1 2026 季度，DoubleLine ETF Adviser LP 按市值排列的前三大核心持股分別為：AMZN (5.7%)、TSLA (4.7%)、META (4.5%)。其中最大持股部位 AMZN 佔據整體投資組合約 5.7% 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
LLY
市值: US$901.6萬
本季最大獲利了結 / 清倉標的
WMT
前期市值: US$950.1萬
在 Q1 2026 季度中，DoubleLine ETF Adviser LP 共進行了 200 項持倉異動，包含新建倉 49 個部位、加碼 1 個部位、減碼 110 個部位以及清倉 40 個部位。 其中最大新建倉標的為 LLY。 本季清倉部位包含 WMT。
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。