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: 0001690717
申報總市值
US$2.1億
US$2.1億
174 檔
26.4%
根據最新整理的 13F 季度數據集，ELCO Management Co., LLC 於 Q2 2026 結束時的管理資產規模為 US$2.1億。該機構在本季度申報了 174 檔美股持倉，呈現出該時期的主要投資地圖。
Q2 2026 的申報記錄反映 ELCO Management Co., LLC 的板塊替換策略：機構本季推動了 79 筆增持與 80 筆減持，籌碼呈現明顯的結構重組。
檢視投資組合結構，前 5 大主力部位（包含 WMB, TRGP, LNG）占據了總市值的 26.4%，展現出該機構在 Q2 2026 的重點資金聚焦與風險分佈特徵。
本季最大新建倉標的
市值: US$177.2萬
本季最大獲利了結 / 清倉標的
HON
前期市值: US$173.5萬
| # | 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 | WMB | Williams Cos Inc | 股票-能源 | 5.83% | — | +0.00% | |
| 2 | TRGP | Targa Resources CORP | 股票-能源 | 5.39% | +0.28% | -5.68% | |
| 3 | LNG | Cheniere Energy Inc | 股票-能源 | 4.85% | +1.00% | +2.08% | |
| 4 | ET | Energy Transfer LP | 股票-能源 | 4.16% | +0.53% | +1.27% | |
| 5 | XLI | Ss Industrial Select Sector | ETF-其他 | 3.98% | -3.60% | +900.00% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 3.67% | +0.89% | -0.11% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.66% | +0.05% | -4.63% | |
| 8 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 3.18% | -3.18% | EXIT | |
| 9 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.09% | +0.35% | +2.50% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 2.71% | -0.48% | +1.00% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.53% | +0.51% | +0.74% | |
| 12 | HXL | Hexcel CORP | 股票-工業 | 2.45% | -0.24% | +0.40% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 2.41% | +1.27% | +3.72% | |
| 14 | MPLX | Mplx LP | 股票-能源 | 2.06% | +0.26% | +3.05% | |
| 15 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.83% | +0.23% | -1.53% | |
| 16 | PAA | Plains All Amer Pipeline LP | 股票-能源 | 1.67% | +0.20% | +9.19% | |
| 17 | GLW | Corning Inc | 股票-科技 | 1.35% | -0.49% | -7.31% | |
| 18 | NGL | Ngl Energy Partners LP | 股票-其他 | 1.31% | -0.02% | -0.62% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.25% | +0.14% | +1.05% | |
| 20 | HD | Home Depot Inc | 股票-循環性消費 | 1.14% | -0.11% | +0.72% | |
| 21 | GEL | Genesis Energy L.p. | 股票-其他 | 1.03% | +0.05% | -0.49% | |
| 22 | HUBB | Hubbell Inc | 股票-工業 | 0.99% | -0.01% | — | |
| 23 | WES | Western Midstream Partners L | 股票-能源 | 0.93% | +0.08% | -1.42% | |
| 24 | RTX | Rtx CORP | 股票-工業 | 0.91% | +0.09% | +1.33% | |
| 25 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.86% | -0.01% | -0.78% | |
| 26 | EPD | Enterprise Products Partners | 股票-能源 | 0.86% | +0.04% | +5.69% | |
| 27 | NEXT | Nextdecade CORP | 股票-其他 | 0.81% | -0.05% | +8.75% | |
| 28 | SUN | Sunoco LP | 股票-其他 | 0.77% | +0.10% | -1.87% | |
| 29 | ✓ | 股票-其他 | 0.76% | -0.35% | — | ||
| 30 | EQT | Eqt CORP | 股票-能源 | 0.76% | -0.07% | +5.66% | |
| 31 | XYLD | Global X S&p 500 Cove Call E | ETF-大型股與成長 | 0.72% | +0.02% | -13.08% | |
| 32 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.70% | +0.08% | +0.60% | |
| 33 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.70% | +0.14% | +2.99% | |
| 34 | AWK | American Water Works Co Inc | 股票-公用事業 | 0.62% | +0.15% | -17.53% | |
| 35 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.55% | +0.08% | +3.26% | |
| 36 | MAR | Marriott International -cl A | 股票-循環性消費 | 0.54% | +0.03% | +0.45% | |
| 37 | AMAT | Applied Materials Inc | 股票-科技 | 0.54% | -0.16% | — | |
| 38 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.54% | +0.04% | +0.34% | |
| 39 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.54% | -0.44% | +10.80% | |
| 40 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.53% | +0.01% | — | |
| 41 | QQQI | Neos Nasdaq-100 High Inc ETF | ETF-科技型 | 0.51% | +0.03% | +103.92% | |
| 42 | VBNK | Versabank | 股票-其他 | 0.50% | — | -25.73% | |
| 43 | PRI | Primerica Inc | 股票-金融 | 0.49% | +0.02% | — | |
| 44 | ILMN | Illumina Inc | 股票-醫療保健 | 0.48% | +0.30% | — | |
| 45 | CLMT | Calumet Inc | 股票-其他 | 0.47% | +0.24% | -22.22% | |
| 46 | UBER | Uber Technologies Inc | 股票-工業 | 0.47% | -0.03% | +9.42% | |
| 47 | SPYI | Neos S&p 500 High Income ETF | ETF-大型股與成長 | 0.44% | +0.06% | +1.57% | |
| 48 | ICE | Intercontinental Exchange In | 股票-金融 | 0.44% | +0.14% | -5.89% | |
| 49 | VST | Vistra CORP | 股票-公用事業 | 0.44% | — | +46.39% | |
| 50 | CMI | Cummins Inc | 股票-工業 | 0.44% | -0.09% | +0.07% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | XLI | Ss Industrial Select Sector | +3.6% | +900.00% | 加碼 |
| 2 | ✓ | +0.8% | NEW | 新建倉 | |
| 3 | SCHB | Schwab US Broad Market ETF | +0.6% | +19.37% | 加碼 |
| 4 | AMAT | Applied Materials Inc | +0.5% | NEW | 新建倉 |
| 5 | GLW | Corning Inc | +0.5% | -7.31% | 減碼 |
| 6 | QQQI | Neos Nasdaq-100 High Inc ETF | +0.3% | +103.92% | 加碼 |
| 7 | HXL | Hexcel CORP | +0.3% | +0.40% | 加碼 |
| 8 | BSX | Boston Scientific CORP | +0.3% | NEW | 新建倉 |
| 9 | VOOG | Vanguard S&p 500 Growth ETF | +0.2% | NEW | 新建倉 |
| 10 | GOOG | Alphabet Inc-cl C | +0.2% | -4.63% | 減碼 |
| 11 | IWM | Ishares Russell 2000 ETF | +0.2% | NEW | 新建倉 |
| 12 | NGL | Ngl Energy Partners LP | +0.2% | -0.62% | 減碼 |
| 13 | AMZN | Amazon.com Inc | +0.2% | +2.50% | 加碼 |
| 14 | XLK | Ss Technology Select Sector | +0.2% | +0.60% | 加碼 |
| 15 | ✓ | +0.1% | NEW | 新建倉 | |
| 16 | BMI | Badger Meter Inc | +0.1% | NEW | 新建倉 |
| 17 | VST | Vistra CORP | +0.1% | +46.39% | 加碼 |
| 18 | WMS | Advanced Drainage Systems In | +0.1% | +65.11% | 加碼 |
| 19 | ISTR | Investar Holding CORP | +0.1% | +120.73% | 加碼 |
| 20 | AVGO | Broadcom Inc | +0.1% | NEW | 新建倉 |
| 21 | FSUN | Firstsun Capital Bancorp | +0.1% | NEW | 新建倉 |
| 22 | CBAN | Colony Bankcorp | +0.1% | NEW | 新建倉 |
| 23 | NVDA | Nvidia CORP | +0.1% | +1.00% | 加碼 |
| 24 | GOOGL | Alphabet Inc-cl A | +0.1% | +10.80% | 加碼 |
| 25 | ILMN | Illumina Inc | +0.1% | — | 不變 |
| 26 | META | Meta Platforms Inc-class A | +0.1% | +95.86% | 加碼 |
| 27 | HACK | Amplify Cybersecurity ETF | +0.1% | NEW | 新建倉 |
| 28 | AMD | Advanced Micro Devices | +0.1% | NEW | 新建倉 |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +0.74% | 加碼 |
| 30 | GE | General Electric | +0.1% | NEW | 新建倉 |
| 31 | MU | Micron Technology Inc | +0.1% | NEW | 新建倉 |
| 32 | CVS | Cvs Health CORP | +0.1% | NEW | 新建倉 |
| 33 | ITB | Ishares U.s. Home Constructi | +0.1% | NEW | 新建倉 |
| 34 | AOS | Smith (a.o.) CORP | +0.1% | NEW | 新建倉 |
| 35 | GEV | GE Vernova Inc | +0.1% | NEW | 新建倉 |
| 36 | AAPL | Apple Inc | +0.1% | -0.11% | 減碼 |
| 37 | XLV | Ss Health Care Select Sector | +0.1% | +49.77% | 加碼 |
| 38 | ERII | Energy Recovery Inc | +0.1% | NEW | 新建倉 |
| 39 | CMI | Cummins Inc | +0.1% | +0.07% | 加碼 |
| 40 | SFST | Southern First Bancshares | +0.1% | +49.55% | 加碼 |
| 41 | SWIM | Latham Group Inc | +0.1% | +34.83% | 加碼 |
| 42 | CARR | Carrier Global CORP | +0.1% | +0.08% | 加碼 |
| 43 | SLS | Sellas Life Sciences Group I | +0.1% | -2.74% | 減碼 |
| 44 | VMI | Valmont Industries | +0.1% | +9.17% | 加碼 |
| 45 | ABBV | Abbvie Inc | 0% | -1.53% | 減碼 |
| 46 | VBNK | Versabank | 0% | -25.73% | 減碼 |
| 47 | SUNC | Sunococorp LLC | 0% | +26.40% | 加碼 |
| 48 | QCOM | Qualcomm Inc | 0% | — | 不變 |
| 49 | QTUM | Defiance Quantum ETF | 0% | — | 不變 |
| 50 | IYW | Ishares Ustechnology ETF | 0% | — | 不變 |
根據 SEC 官方 Form 13F 申報備案，ELCO Management Co., LLC 在 Q2 2026 季度的美股持倉總市值約為 US$2.1億，共申報了 174 個公開持股部位。
在 Q2 2026 季度，ELCO Management Co., LLC 按市值排列的前三大核心持股分別為：WMB (5.8%)、TRGP (5.4%)、LNG (4.8%)。其中最大持股部位 WMB 佔據整體投資組合約 5.8% 的權重。
在 Q2 2026 季度中，ELCO Management Co., LLC 共進行了 159 項持倉異動，包含新建倉 19 個部位、加碼 60 個部位、減碼 65 個部位以及清倉 15 個部位。 其中最大新建倉標的為 。 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。
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。