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: 0001802387
申報總市值
US$3.6億
US$3.6億
843 檔
15.2%
在 Q1 2026 申報期間，Elevated Capital Advisors, LLC（CIK: 0001802387）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$3.6億，共持有 843 個公開申報部位。
從 Q1 2026 申報觀察，Elevated Capital Advisors, LLC 採取防禦導向的調倉策略，本季減碼 116 檔個股並出清 11 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，Elevated Capital Advisors, LLC 的前 5 大核心持股（包含 VEA, AAPL, VUG 等）合計佔整體申報市值的 15.2%，反映機構在主要關鍵部位上的權重分佈。
本季最大新建倉標的
FOXY
市值: US$713.2萬
本季最大獲利了結 / 清倉標的
FEBW
前期市值: US$125.9萬
僅顯示前 200 大持股（共 843 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 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.99% | +0.65% | +1.01% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 2.94% | -0.33% | -8.50% | |
| 3 | VUG | Vanguard Growth ETF | ETF-其他 | 2.84% | +0.85% | +2.73% | |
| 4 | BUCK | Simplify Treasury Option Inc | ETF-政府公債 | 2.61% | +0.59% | -1.67% | |
| 5 | CTA | Simplify Managed Futures St | ETF-其他 | 2.55% | +0.03% | +0.82% | |
| 6 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 2.42% | +0.29% | -21.49% | |
| 7 | VTV | Vanguard Value ETF | ETF-其他 | 2.32% | +0.58% | +2.29% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 1.90% | -0.54% | +2.96% | |
| 9 | AGGH | Simplify Aggregate Bond ETF | ETF-其他 | 1.80% | +0.41% | +50.56% | |
| 10 | FOXY | Simplify Currency Strtgy ETF | ETF-其他 | 1.80% | +0.44% | — | |
| 11 | SIXO | Allian US Equ 6 Mon Bu10-usd | ETF-其他 | 1.79% | -0.69% | +1166.38% | |
| 12 | SBAR | Simplify Barrier Income ETF | ETF-其他 | 1.78% | +0.48% | +55.25% | |
| 13 | FPEI | First Trust Institutional Pr | ETF-其他 | 1.76% | +0.22% | +3.84% | |
| 14 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.64% | +0.28% | +2.41% | |
| 15 | NVDA | Nvidia CORP | 股票-科技 | 1.59% | -0.19% | +31.29% | |
| 16 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.55% | +0.26% | +1.80% | |
| 17 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 1.21% | +0.06% | -3.30% | |
| 18 | PCN | Pimco Corporate & Income Str | 股票-其他 | 1.20% | +0.15% | +10.24% | |
| 19 | SVOL | Simplify Volatility Premium | ETF-其他 | 1.18% | +0.35% | -26.34% | |
| 20 | OCTW | Alianzim US Eq Bfr20 Oct-usd | ETF-其他 | 1.17% | -0.48% | — | |
| 21 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.11% | -0.30% | +10.92% | |
| 22 | DSU | Blackrock Debt Strategies | 股票-其他 | 1.10% | +0.13% | +11.84% | |
| 23 | SEPW | Alianzim US Eq Bfr20 Sep-usd | ETF-其他 | 1.09% | -0.45% | +521.35% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.98% | +0.25% | +2.49% | |
| 25 | JULW | Alianzim US Eq Bfr20 Jul-usd | ETF-其他 | 0.94% | -0.39% | +81.93% | |
| 26 | TUA | Sim St Treas Fut Strat ETF | ETF-其他 | 0.88% | +0.04% | +48.14% | |
| 27 | VNLA | Janus Henderson Short Durati | ETF-其他 | 0.87% | +0.04% | -29.36% | |
| 28 | PYLD | Pimco Multisector Bond Actv | ETF-其他 | 0.82% | +0.06% | -30.66% | |
| 29 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 0.80% | +0.09% | +1.18% | |
| 30 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.78% | +0.09% | +1.51% | |
| 31 | BLV | Vanguard Long-term Bond ETF | ETF-其他 | 0.75% | +0.11% | +2.05% | |
| 32 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.75% | +0.09% | -1.37% | |
| 33 | DECU | Allianzim US Bf15 Uncap Dec | ETF-其他 | 0.74% | -0.28% | — | |
| 34 | XOM | Exxon Mobil CORP | 股票-能源 | 0.69% | -0.69% | EXIT | |
| 35 | QBER | Trueshares Quartly B Hdg ETF | ETF-其他 | 0.68% | -0.29% | +184.70% | |
| 36 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 0.65% | +0.04% | -31.50% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.64% | +0.41% | -0.18% | |
| 38 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.64% | +0.20% | +2.67% | |
| 39 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-大型股與成長 | 0.62% | +0.10% | +3.58% | |
| 40 | GAEM | Simplify Gamma Emrg Mrk Bnd | ETF-其他 | 0.61% | +0.15% | +2.31% | |
| 41 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.60% | -0.06% | -31.26% | |
| 42 | AVGO | Broadcom Inc | 股票-科技 | 0.58% | -0.12% | +78.34% | |
| 43 | ONEZ | Trueshr Seasonality La B ETF | ETF-其他 | 0.55% | +0.54% | — | |
| 44 | SEPZ | Trueshares Struc Out Sep ETF | ETF-其他 | 0.54% | +0.07% | — | |
| 45 | V | Visa Inc-class A Shares | 股票-金融 | 0.54% | -0.06% | +4.03% | |
| 46 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.51% | +0.17% | -4.73% | |
| 47 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.50% | -0.18% | -8.48% | |
| 48 | EMLP | First Trust North American E | ETF-其他 | 0.47% | +0.04% | -6.30% | |
| 49 | FIDU | Fidelity Msci Indust Indx | ETF-其他 | 0.46% | -0.12% | -26.20% | |
| 50 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.46% | -0.10% | -31.82% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SIXO | Allian US Equ 6 Mon Bu10-usd | +1.7% | +1166.38% | 加碼 |
| 2 | SEPW | Alianzim US Eq Bfr20 Sep-usd | +0.9% | +521.35% | 加碼 |
| 3 | AGGH | Simplify Aggregate Bond ETF | +0.7% | +50.56% | 加碼 |
| 4 | SBAR | Simplify Barrier Income ETF | +0.7% | +55.25% | 加碼 |
| 5 | QBER | Trueshares Quartly B Hdg ETF | +0.5% | +184.70% | 加碼 |
| 6 | JULW | Alianzim US Eq Bfr20 Jul-usd | +0.5% | +81.93% | 加碼 |
| 7 | CTA | Simplify Managed Futures St | +0.4% | +0.82% | 加碼 |
| 8 | NVDA | Nvidia CORP | +0.4% | +31.29% | 加碼 |
| 9 | FHLC | Fidelity Msci Health Care | +0.3% | +736.34% | 加碼 |
| 10 | VEA | Vanguard Ftse Developed ETF | +0.3% | +1.01% | 加碼 |
| 11 | TUA | Sim St Treas Fut Strat ETF | +0.3% | +48.14% | 加碼 |
| 12 | ADM | Archer-daniels-midland Co | +0.3% | +197087.50% | 加碼 |
| 13 | TROW | T Rowe Price Group Inc | +0.3% | +194.20% | 加碼 |
| 14 | VTV | Vanguard Value ETF | +0.3% | +2.29% | 加碼 |
| 15 | INTU | Intuit Inc | +0.3% | +308.86% | 加碼 |
| 16 | AVGO | Broadcom Inc | +0.2% | +78.34% | 加碼 |
| 17 | RF | Regions Financial CORP | +0.2% | +1482.84% | 加碼 |
| 18 | FDL | First Trust Morn Dvd Lead In | +0.2% | -3.30% | 減碼 |
| 19 | MU | Micron Technology Inc | +0.2% | +6323.53% | 加碼 |
| 20 | JANZ | Trueshares Struct Outc Jan | +0.2% | +161.37% | 加碼 |
| 21 | CVS | Cvs Health CORP | +0.2% | +6039.88% | 加碼 |
| 22 | PFE | Pfizer Inc | +0.2% | +85.51% | 加碼 |
| 23 | ORCL | Oracle CORP | +0.2% | +1455.41% | 加碼 |
| 24 | AMGN | Amgen Inc | +0.2% | +146.87% | 加碼 |
| 25 | WMT | Walmart Inc | +0.2% | +284.81% | 加碼 |
| 26 | WFC | Wells Fargo & Co | +0.2% | +338.90% | 加碼 |
| 27 | AMAT | Applied Materials Inc | +0.2% | +7.89% | 加碼 |
| 28 | BBY | Best Buy Co Inc | +0.2% | +3903.93% | 加碼 |
| 29 | GPC | Genuine Parts Co | +0.1% | +693.41% | 加碼 |
| 30 | VLO | Valero Energy CORP | +0.1% | +9.01% | 加碼 |
| 31 | CMCSA | Comcast Corp-class A | +0.1% | +2879.43% | 加碼 |
| 32 | XOM | Exxon Mobil CORP | +0.1% | -18.79% | 減碼 |
| 33 | BUCK | Simplify Treasury Option Inc | +0.1% | -1.67% | 減碼 |
| 34 | DSU | Blackrock Debt Strategies | +0.1% | +11.84% | 加碼 |
| 35 | LEN | Lennar Corp-a | +0.1% | +63422.22% | 加碼 |
| 36 | VRSK | Verisk Analytics Inc | +0.1% | +126500.00% | 加碼 |
| 37 | NEE | Nextera Energy Inc | +0.1% | +1043.74% | 加碼 |
| 38 | PCN | Pimco Corporate & Income Str | +0.1% | +10.24% | 加碼 |
| 39 | C | Citigroup Inc | +0.1% | +5892.54% | 加碼 |
| 40 | PLTR | Palantir Technologies Inc-a | +0.1% | +1483.09% | 加碼 |
| 41 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +3018.64% | 加碼 |
| 42 | ACN | Accenture plc | +0.1% | +100.24% | 加碼 |
| 43 | SKOR | Flexshares Credit-scored US | +0.1% | +50.96% | 加碼 |
| 44 | MS | Morgan Stanley | +0.1% | +1130.32% | 加碼 |
| 45 | BMY | Bristol-myers Squibb Co | +0.1% | +122.84% | 加碼 |
| 46 | SPD | Simplify US Eqty Plus Down | +0.1% | +54.41% | 加碼 |
| 47 | META | Meta Platforms Inc-class A | +0.1% | +29.28% | 加碼 |
| 48 | EMLP | First Trust North American E | +0.1% | -6.30% | 減碼 |
| 49 | D | Dominion Energy Inc | +0.1% | +9.87% | 加碼 |
| 50 | MO | Altria Group Inc | +0.1% | +7.59% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Elevated Capital Advisors, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$3.6億，共申報了 843 個公開持股部位。
在 Q1 2026 季度，Elevated Capital Advisors, LLC 按市值排列的前三大核心持股分別為：VEA (3.0%)、AAPL (2.9%)、VUG (2.8%)。其中最大持股部位 VEA 佔據整體投資組合約 3.0% 的權重。
在 Q1 2026 季度中，Elevated Capital Advisors, LLC 共進行了 200 項持倉異動，包含新建倉 21 個部位、加碼 52 個部位、減碼 116 個部位以及清倉 11 個部位。 其中最大新建倉標的為 FOXY。 本季清倉部位包含 FEBW。
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。