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: 0002031642
申報總市值
US$6.3億
US$6.3億
266 檔
20.6%
在 Q1 2026 的 13F 官方備案中，Drucker Wealth 3.0, LLC 管理的美股投資組合規模來到 US$6.3億，整體持股檔數為 266 檔。
Q1 2026 數據顯示 Drucker Wealth 3.0, LLC 積極進場，新開立 15 個部位並同步加碼 107 檔個股，反映機構在該季度的資金注入與籌碼積累。
在資產配置集中度方面，Drucker Wealth 3.0, LLC 的前 5 大核心持股（包含 VOO, COWZ, VB 等）合計佔整體申報市值的 20.6%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 266 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 | 8.88% | +0.30% | +1.38% | |
| 2 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 3.91% | -0.19% | -0.25% | |
| 3 | VB | Vanguard Small-cap ETF | ETF-其他 | 3.33% | -0.18% | -0.27% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 3.29% | +0.18% | -0.07% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 3.27% | -0.43% | +0.15% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.90% | +0.01% | -1.21% | |
| 7 | BND | Vanguard Total Bond Market | ETF-其他 | 2.86% | -0.44% | -1.02% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.77% | +0.42% | +1.60% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.50% | +0.13% | +2.75% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.12% | -0.17% | +1.51% | |
| 11 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 1.93% | -0.08% | +1.58% | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.67% | +0.15% | +2.16% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.57% | -0.17% | -5.90% | |
| 14 | VTV | Vanguard Value ETF | ETF-其他 | 1.53% | -0.15% | -1.61% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.43% | +0.01% | +0.27% | |
| 16 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.41% | -0.09% | -1.21% | |
| 17 | NVDA | Nvidia CORP | 股票-科技 | 1.40% | +0.09% | -1.52% | |
| 18 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.15% | +0.04% | +2.10% | |
| 19 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.07% | +0.11% | +2.55% | |
| 20 | VTC | Vanguard Total Corporate Bnd | ETF-投資等級公司債 | 1.05% | -0.11% | +2.16% | |
| 21 | XOM | Exxon Mobil CORP | 股票-能源 | 1.01% | -0.37% | -1.50% | |
| 22 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.98% | -0.04% | +1.57% | |
| 23 | VUG | Vanguard Growth ETF | ETF-其他 | 0.96% | -0.02% | -1.86% | |
| 24 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.95% | -0.08% | -1.03% | |
| 25 | AMAT | Applied Materials Inc | 股票-科技 | 0.93% | +0.85% | +0.91% | |
| 26 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.92% | +0.14% | -4.48% | |
| 27 | PM | Philip Morris International | 股票-非循環性消費 | 0.88% | -0.01% | +1.63% | |
| 28 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.84% | -0.04% | +2.66% | |
| 29 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-其他 | 0.80% | -0.01% | +1.86% | |
| 30 | IVOG | Vanguard S&p Mid-cap 400 Gro | ETF-其他 | 0.80% | +0.02% | +0.25% | |
| 31 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.80% | +0.02% | +0.27% | |
| 32 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.75% | -0.04% | +0.70% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.75% | -0.04% | +1.22% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.72% | +0.03% | +0.76% | |
| 35 | CVX | Chevron CORP | 股票-能源 | 0.71% | -0.19% | +2.25% | |
| 36 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.64% | -0.11% | -0.77% | |
| 37 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.62% | -0.10% | +0.85% | |
| 38 | USHY | Ishares Broad Usd High Yield | ETF-非投資等級債 | 0.62% | +0.02% | +4.43% | |
| 39 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.59% | +0.07% | +10.08% | |
| 40 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.58% | -0.08% | -7.43% | |
| 41 | CSCO | Cisco Systems Inc | 股票-科技 | 0.57% | +0.22% | +0.65% | |
| 42 | BLK | Blackrock Inc | 股票-金融 | 0.57% | -0.04% | — | |
| 43 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資等級公司債 | 0.57% | -0.01% | -1.59% | |
| 44 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.56% | -0.08% | -4.19% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.56% | -0.03% | -0.72% | |
| 46 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.53% | -0.01% | +4.36% | |
| 47 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.49% | — | +0.70% | |
| 48 | TXN | Texas Instruments Inc | 股票-科技 | 0.49% | +0.19% | +0.20% | |
| 49 | SCCO | Southern Copper CORP | 股票-原物料 | 0.48% | -0.04% | +4.86% | |
| 50 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.45% | -0.02% | +18.77% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +0.3% | -1.50% | 減碼 |
| 2 | AMAT | Applied Materials Inc | +0.2% | +0.91% | 加碼 |
| 3 | SCHD | Schwab US Dvd Equity ETF | +0.2% | +2.16% | 加碼 |
| 4 | CVX | Chevron CORP | +0.2% | +2.25% | 加碼 |
| 5 | JNJ | Johnson & Johnson | +0.2% | +1.57% | 加碼 |
| 6 | FDS | Factset Research Systems Inc | +0.1% | +186.82% | 加碼 |
| 7 | GRMN | Garmin Ltd. | +0.1% | +24.42% | 加碼 |
| 8 | MRK | Merck & Co. Inc. | +0.1% | +18.77% | 加碼 |
| 9 | COWZ | Pacer US Cash Cows 100 ETF | +0.1% | -0.25% | 減碼 |
| 10 | VYMI | Vanguard Int High Dvd Yld In | +0.1% | +1.58% | 加碼 |
| 11 | SCCO | Southern Copper CORP | +0.1% | +4.86% | 加碼 |
| 12 | KMI | Kinder Morgan, Inc. | +0.1% | +7.37% | 加碼 |
| 13 | BBWI | Bath & Body Works Inc | +0.1% | +133.47% | 加碼 |
| 14 | NEE | Nextera Energy Inc | +0.1% | +0.85% | 加碼 |
| 15 | WMB | Williams Cos Inc | +0.1% | +6.01% | 加碼 |
| 16 | MO | Altria Group Inc | +0.1% | +11.56% | 加碼 |
| 17 | NE | Noble Corporation plc | +0.1% | +11.74% | 加碼 |
| 18 | VEA | Vanguard Ftse Developed ETF | +0.1% | +1.51% | 加碼 |
| 19 | PSX | Phillips 66 | +0.1% | +5.08% | 加碼 |
| 20 | FAST | Fastenal Co | +0.1% | +5.08% | 加碼 |
| 21 | T | At&t Inc | +0.1% | +9.09% | 加碼 |
| 22 | BMY | Bristol-myers Squibb Co | +0.1% | +18.47% | 加碼 |
| 23 | PAYX | Paychex Inc | +0.1% | +79.14% | 加碼 |
| 24 | ACN | Accenture plc | +0.1% | +66.50% | 加碼 |
| 25 | VZ | Verizon Communications Inc | +0.1% | -2.98% | 減碼 |
| 26 | TXN | Texas Instruments Inc | +0.1% | +0.20% | 加碼 |
| 27 | CMCSA | Comcast Corp-class A | +0.1% | +28.57% | 加碼 |
| 28 | COST | Costco Wholesale CORP | +0.1% | +28.86% | 加碼 |
| 29 | KTB | Kontoor Brands Inc | +0.1% | +27.04% | 加碼 |
| 30 | CME | Cme Group Inc | 0% | +7.02% | 加碼 |
| 31 | KO | Coca-cola Co/the | 0% | +0.70% | 加碼 |
| 32 | DTM | Dt Midstream Inc | 0% | +7.09% | 加碼 |
| 33 | HSY | Hershey Co/the | 0% | +9.83% | 加碼 |
| 34 | PEP | Pepsico Inc | 0% | +5.58% | 加碼 |
| 35 | COP | Conocophillips | 0% | +7.79% | 加碼 |
| 36 | PM | Philip Morris International | 0% | +1.63% | 加碼 |
| 37 | ETR | Entergy CORP | 0% | -7.21% | 減碼 |
| 38 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | +49.68% | 加碼 |
| 39 | ENB | Enbridge Inc | 0% | -3.11% | 減碼 |
| 40 | VLO | Valero Energy CORP | 0% | +4.41% | 加碼 |
| 41 | IVOG | Vanguard S&p Mid-cap 400 Gro | 0% | +0.25% | 加碼 |
| 42 | WEC | Wec Energy Group Inc | 0% | -0.03% | 減碼 |
| 43 | GEV | GE Vernova Inc | 0% | +19.46% | 加碼 |
| 44 | HON | Honeywell International Inc | 0% | +2.33% | 加碼 |
| 45 | SNA | Snap-on Inc | 0% | +8.01% | 加碼 |
| 46 | MPC | Marathon Petroleum CORP | 0% | +4.12% | 加碼 |
| 47 | EFA | Ishares Msci Eafe ETF | 0% | +0.15% | 加碼 |
| 48 | VB | Vanguard Small-cap ETF | 0% | -0.27% | 減碼 |
| 49 | TTE | TotalEnergies SE | 0% | +9.29% | 加碼 |
| 50 | CMI | Cummins Inc | 0% | +1.98% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Drucker Wealth 3.0, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$6.3億，共申報了 266 個公開持股部位。
在 Q1 2026 季度，Drucker Wealth 3.0, LLC 按市值排列的前三大核心持股分別為：VOO (8.9%)、COWZ (3.9%)、VB (3.3%)。其中最大持股部位 VOO 佔據整體投資組合約 8.9% 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
ADP
市值: US$75.4萬
本季最大獲利了結 / 清倉標的
JHG
前期市值: US$88.0萬
在 Q1 2026 季度中，Drucker Wealth 3.0, LLC 共進行了 199 項持倉異動，包含新建倉 15 個部位、加碼 107 個部位、減碼 66 個部位以及清倉 11 個部位。 其中最大新建倉標的為 ADP。 本季清倉部位包含 JHG。
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。