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: 0001909571
申報總市值
US$1.8億
US$1.8億
72 檔
28.8%
在 Q1 2026 申報期間，Elevate Capital Advisors, LLC（CIK: 0001909571）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$1.8億，共持有 72 個公開申報部位。
數據顯示 Elevate Capital Advisors, LLC 於 Q1 2026 季度持續回收資金，對 38 個既有部位進行裁減並清倉 16 個標的，組合整體流動性比重有所上升。
在資產配置集中度方面，Elevate Capital Advisors, LLC 的前 5 大核心持股（包含 IGSB, SHY, PHYS 等）合計佔整體申報市值的 28.8%，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 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 11.76% | -0.67% | +44.13% | |
| 2 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 9.45% | +1.15% | +183.52% | |
| 3 | PHYS | Sprott Physical Gold Trust | 股票-其他 | 5.21% | -1.21% | +10.03% | |
| 4 | PNC | Pnc Financial Services Group | 股票-金融 | 3.81% | +4.58% | — | |
| 5 | FNV | Franco-nevada CORP | 股票-原物料 | 3.70% | -0.36% | +48.40% | |
| 6 | AXS | AXIS Capital Holdings Limited | 股票-金融 | 3.50% | -0.52% | +98.94% | |
| 7 | TRV | Travelers Cos Inc/the | 股票-金融 | 3.24% | -0.45% | -6.17% | |
| 8 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 3.12% | -2.98% | +47.70% | |
| 9 | WRB | Wr Berkley CORP | 股票-金融 | 2.89% | +0.03% | +36.32% | |
| 10 | HSY | Hershey Co/the | 股票-非循環性消費 | 2.12% | -0.73% | -30.07% | |
| 11 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.98% | -0.12% | -33.17% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 1.96% | -0.59% | -9.08% | |
| 13 | L | Loews CORP | 股票-金融 | 1.93% | -1.93% | EXIT | |
| 14 | AVGO | Broadcom Inc | 股票-科技 | 1.92% | +0.03% | +117.54% | |
| 15 | EQT | Eqt CORP | 股票-能源 | 1.81% | -0.38% | -6.10% | |
| 16 | DG | Dollar General CORP | 股票-非循環性消費 | 1.73% | -1.73% | EXIT | |
| 17 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.62% | -0.82% | -14.55% | |
| 18 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.62% | -0.20% | +12.05% | |
| 19 | AAPL | Apple Inc | 股票-科技 | 1.57% | -0.20% | -39.34% | |
| 20 | ASML | ASML Holding N.V. | 股票-科技 | 1.57% | — | -24.32% | |
| 21 | ACGL | Arch Capital Group Ltd. | 股票-金融 | 1.56% | +1.33% | +71.56% | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.48% | +0.10% | -37.19% | |
| 23 | CME | Cme Group Inc | 股票-金融 | 1.46% | -1.46% | EXIT | |
| 24 | NVDA | Nvidia CORP | 股票-科技 | 1.44% | -0.08% | +3.10% | |
| 25 | SMLF | Ishares US Smallcap Equity F | ETF-其他 | 1.44% | -0.03% | +238.47% | |
| 26 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.41% | -0.55% | -18.22% | |
| 27 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.36% | -0.10% | -43.27% | |
| 28 | MSFT | Microsoft CORP | 股票-科技 | 1.34% | -0.11% | -34.41% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.24% | +0.09% | -30.91% | |
| 30 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.11% | -0.53% | -8.20% | |
| 31 | MNST | Monster Beverage CORP | 股票-非循環性消費 | 1.02% | -0.13% | -10.38% | |
| 32 | CB | Chubb Limited | 股票-金融 | 0.98% | +1.74% | -10.14% | |
| 33 | ANET | Arista Networks Inc | 股票-科技 | 0.90% | +0.05% | -11.98% | |
| 34 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密貨幣 | 0.87% | -0.69% | -4.64% | |
| 35 | SGOL | Abrdn Physical Gold Shares | ETF-避險與商品 | 0.84% | -0.41% | -41.11% | |
| 36 | TSLA | Tesla Inc | 股票-循環性消費 | 0.82% | +0.03% | +25.30% | |
| 37 | XLE | Ss Energy Select Sector | ETF-其他 | 0.79% | -0.43% | -12.98% | |
| 38 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.79% | +4.59% | -30.84% | |
| 39 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.77% | -0.11% | -14.54% | |
| 40 | KNSL | Kinsale Capital Group Inc | 股票-金融 | 0.76% | -0.76% | EXIT | |
| 41 | DE | Deere & Co | 股票-工業 | 0.74% | -0.74% | EXIT | |
| 42 | PM | Philip Morris International | 股票-非循環性消費 | 0.73% | -0.29% | -29.87% | |
| 43 | UBER | Uber Technologies Inc | 股票-工業 | 0.70% | -0.12% | -29.36% | |
| 44 | RTX | Rtx CORP | 股票-工業 | 0.62% | -0.62% | EXIT | |
| 45 | EZBC | Franklin Bitcoin ETF | ETF-加密貨幣 | 0.61% | -0.32% | -6.67% | |
| 46 | ROIV | Roivant Sciences Ltd. | 股票-醫療保健 | 0.58% | -0.09% | -58.54% | |
| 47 | Q | Qnity Electronics Inc | 股票-科技 | 0.48% | -0.11% | -18.35% | |
| 48 | PGR | Progressive CORP | 股票-金融 | 0.48% | -0.48% | EXIT | |
| 49 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.46% | +0.14% | — | |
| 50 | CELH | Celsius Holdings Inc | 股票-非循環性消費 | 0.45% | -0.45% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SHY | Ishares 1-3 Year Treasury Bo | +6% | +183.52% | 加碼 |
| 2 | IGSB | Ishares 1-5y Inv Grade CORP | +3.4% | +44.13% | 加碼 |
| 3 | AXS | AXIS Capital Holdings Limited | +1.6% | +98.94% | 加碼 |
| 4 | FNV | Franco-nevada CORP | +1.6% | +48.40% | 加碼 |
| 5 | SMLF | Ishares US Smallcap Equity F | +1% | +238.47% | 加碼 |
| 6 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +1% | +47.70% | 加碼 |
| 7 | AVGO | Broadcom Inc | +0.9% | +117.54% | 加碼 |
| 8 | PHYS | Sprott Physical Gold Trust | +0.7% | +10.03% | 加碼 |
| 9 | ACGL | Arch Capital Group Ltd. | +0.6% | +71.56% | 加碼 |
| 10 | WRB | Wr Berkley CORP | +0.6% | +36.32% | 加碼 |
| 11 | PRME | Prime Medicine Inc | +0.2% | +254.07% | 加碼 |
| 12 | L | Loews CORP | +0.2% | +13.86% | 加碼 |
| 13 | EQT | Eqt CORP | +0.2% | -6.10% | 減碼 |
| 14 | XLE | Ss Energy Select Sector | +0.1% | -12.98% | 減碼 |
| 15 | BTC | Grayscale Bitcoin Mini ETF | +0.1% | +101.76% | 加碼 |
| 16 | DE | Deere & Co | +0.1% | -5.12% | 減碼 |
| 17 | PGR | Progressive CORP | +0.1% | +35.76% | 加碼 |
| 18 | Q | Qnity Electronics Inc | +0.1% | -18.35% | 減碼 |
| 19 | KNSL | Kinsale Capital Group Inc | +0.1% | +24.36% | 加碼 |
| 20 | TKO | Tko Group Holdings Inc | +0.1% | +22.83% | 加碼 |
| 21 | BND | Vanguard Total Bond Market | 0% | +15.98% | 加碼 |
| 22 | VEA | Vanguard Ftse Developed ETF | 0% | +13.75% | 加碼 |
| 23 | TSLA | Tesla Inc | 0% | +25.30% | 加碼 |
| 24 | DYN | Dyne Therapeutics Inc | 0% | +2.02% | 加碼 |
| 25 | MRK | Merck & Co. Inc. | 0% | -14.54% | 減碼 |
| 26 | KBWP | Invesco Kbw Property & Casua | -0.1% | -16.15% | 減碼 |
| 27 | APP | Applovin Corp-class A | -0.1% | +25.00% | 加碼 |
| 28 | CB | Chubb Limited | -0.1% | -10.14% | 減碼 |
| 29 | NVDA | Nvidia CORP | -0.1% | +3.10% | 加碼 |
| 30 | JOBY | Joby Aviation, Inc. | -0.1% | -0.15% | 減碼 |
| 31 | LLY | Eli Lilly & Co | -0.1% | +12.05% | 加碼 |
| 32 | ORI | Old Republic Intl CORP | -0.1% | -29.74% | 減碼 |
| 33 | ASML | ASML Holding N.V. | -0.1% | -24.32% | 減碼 |
| 34 | KO | Coca-cola Co/the | -0.2% | -14.55% | 減碼 |
| 35 | ABBV | Abbvie Inc | -0.2% | -8.20% | 減碼 |
| 36 | GDS | Gds Holdings LTD - Adr | -0.2% | -60.74% | 減碼 |
| 37 | MNST | Monster Beverage CORP | -0.2% | -10.38% | 減碼 |
| 38 | DG | Dollar General CORP | -0.2% | +1.95% | 加碼 |
| 39 | ANET | Arista Networks Inc | -0.2% | -11.98% | 減碼 |
| 40 | DKNG | Draftkings Inc-cl A | -0.2% | -23.82% | 減碼 |
| 41 | EZBC | Franklin Bitcoin ETF | -0.3% | -6.67% | 減碼 |
| 42 | TRV | Travelers Cos Inc/the | -0.3% | -6.17% | 減碼 |
| 43 | CME | Cme Group Inc | -0.3% | -21.13% | 減碼 |
| 44 | PM | Philip Morris International | -0.3% | -29.87% | 減碼 |
| 45 | MCD | Mcdonald's CORP | -0.3% | -18.22% | 減碼 |
| 46 | IBIT | Ishares Bitcoin Trust ETF | -0.3% | -4.64% | 減碼 |
| 47 | SGOV | Ishares 0-3 Month Treasury B | -0.4% | -30.84% | 減碼 |
| 48 | CELH | Celsius Holdings Inc | -0.4% | -30.34% | 減碼 |
| 49 | UBER | Uber Technologies Inc | -0.5% | -29.36% | 減碼 |
| 50 | SGOL | Abrdn Physical Gold Shares | -0.5% | -41.11% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Elevate Capital Advisors, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$1.8億，共申報了 72 個公開持股部位。
在 Q1 2026 季度，Elevate Capital Advisors, LLC 按市值排列的前三大核心持股分別為：IGSB (11.8%)、SHY (9.4%)、PHYS (5.2%)。其中最大持股部位 IGSB 佔據整體投資組合約 11.8% 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
PNC
市值: US$588.6萬
本季最大獲利了結 / 清倉標的
ADP
前期市值: US$203.9萬
在 Q1 2026 季度中，Elevate Capital Advisors, LLC 共進行了 88 項持倉異動，包含新建倉 10 個部位、加碼 24 個部位、減碼 38 個部位以及清倉 16 個部位。 其中最大新建倉標的為 PNC。 本季清倉部位包含 ADP。
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。