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: 0002063915
申報總市值
US$3.6億
US$3.6億
125 檔
39.7%
截至 Q2 2026 季度末，Elevated Financial Group LLC 的美股持倉估值約為 US$3.6億，全數申報部位共有 125 檔。
Q2 2026 的申報記錄反映 Elevated Financial Group LLC 的板塊替換策略：機構本季推動了 65 筆增持與 80 筆減持，籌碼呈現明顯的結構重組。
整體而言，Elevated Financial Group LLC 的前 5 大持股（包含 IVV, IUSB, IVW）貢獻了組合市值的 39.7%，形成該機構在 Q2 2026 季度的基本面基石。
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 12.16% | +4.06% | +8.52% | |
| 2 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 7.13% | -0.97% | +14.66% | |
| 3 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 7.11% | +0.10% | +7.80% | |
| 4 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-其他 | 7.01% | +1.13% | +9.93% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 5.45% | -3.60% | +9.04% | |
| 6 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 5.19% | -0.35% | +9.80% | |
| 7 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 4.98% | -1.58% | +10.70% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 4.68% | +0.41% | +7.91% | |
| 9 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 3.47% | -0.52% | +7.03% | |
| 10 | IDHQ | Invesco S&p International De | ETF-其他 | 3.13% | +0.51% | +10.52% | |
| 11 | ✓ | Spdr S&P 500 Etf Tr Put Option | ETF-大型股與成長 | 2.93% | -2.93% | EXIT | |
| 12 | MBB | Ishares Mbs ETF | ETF-其他 | 2.21% | -0.66% | +13.03% | |
| 13 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 2.01% | -1.94% | +12.51% | |
| 14 | BAI | Ishrs Ai In And Tech Act ETF | ETF-科技型 | 1.99% | +1.48% | +6.70% | |
| 15 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 1.75% | -0.96% | +3.89% | |
| 16 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 1.47% | -0.31% | +14.46% | |
| 17 | BINC | Ishares Flex I A Etf-usd Inc | ETF-其他 | 1.34% | -0.50% | +7.40% | |
| 18 | IAU | Ishares Gold Trust | ETF-避險與商品 | 1.26% | -1.15% | +13.95% | |
| 19 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.12% | -0.03% | -12.16% | |
| 20 | AAPL | Apple Inc | 股票-科技 | 1.09% | -0.14% | -8.13% | |
| 21 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.91% | -0.78% | +12.77% | |
| 22 | STRL | Sterling Infrastructure Inc | 股票-工業 | 0.79% | -0.28% | +17.86% | |
| 23 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-其他 | 0.69% | +0.21% | -7.49% | |
| 24 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.67% | -0.04% | — | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.65% | -0.07% | -11.64% | |
| 26 | MU | Micron Technology Inc | 股票-科技 | 0.65% | -0.04% | +15.12% | |
| 27 | BKUI | Bny Mellon Ultr Shrt Inc ETF | ETF-其他 | 0.57% | -0.57% | EXIT | |
| 28 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.53% | -0.01% | -0.75% | |
| 29 | NVDA | Nvidia CORP | 股票-科技 | 0.51% | +0.01% | +0.01% | |
| 30 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.48% | -0.01% | -2.82% | |
| 31 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.47% | -0.47% | EXIT | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.44% | -0.03% | +8.93% | |
| 33 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.44% | +0.01% | -16.00% | |
| 34 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.41% | -0.02% | -9.80% | |
| 35 | CRM | Salesforce Inc | 股票-科技 | 0.40% | +0.08% | -0.34% | |
| 36 | VTV | Vanguard Value ETF | ETF-其他 | 0.38% | +0.41% | +18.02% | |
| 37 | CRDO | Credo Technology Group Holding Ltd | 股票-科技 | 0.38% | -0.09% | +25.52% | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.38% | -0.04% | -6.58% | |
| 39 | MSFT | Microsoft CORP | 股票-科技 | 0.36% | +0.15% | -1.47% | |
| 40 | WMT | Walmart Inc | 股票-非循環性消費 | 0.33% | -0.07% | -14.37% | |
| 41 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.33% | -0.04% | -15.37% | |
| 42 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.32% | -0.07% | -71.84% | |
| 43 | CLS | Celestica Inc | 股票-科技 | 0.32% | +0.03% | +22.54% | |
| 44 | TTMI | Ttm Technologies | 股票-科技 | 0.32% | -0.09% | +25.69% | |
| 45 | DAL | Delta Air Lines Inc | 股票-工業 | 0.31% | -0.10% | -26.02% | |
| 46 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.29% | -0.04% | -15.65% | |
| 47 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.26% | -0.09% | -24.11% | |
| 48 | MAR | Marriott International -cl A | 股票-循環性消費 | 0.26% | -0.07% | -23.85% | |
| 49 | EZPW | Ezcorp Inc-cl A | 股票-其他 | 0.25% | -0.01% | +31.08% | |
| 50 | SYF | Synchrony Financial | 股票-金融 | 0.24% | -0.02% | +31.15% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ✓ | Spdr S&P 500 Etf Tr Put Option | +1% | +53.76% | 加碼 |
| 2 | MTUM | Ishares Msci USA Momentum Fa | +0.8% | +7.03% | 加碼 |
| 3 | IVW | Ishares S&p 500 Growth ETF | +0.7% | +7.80% | 加碼 |
| 4 | BAI | Ishrs Ai In And Tech Act ETF | +0.6% | +6.70% | 加碼 |
| 5 | IVV | Ishares Core S&p 500 ETF | +0.6% | +8.52% | 加碼 |
| 6 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.5% | +9.93% | 加碼 |
| 7 | MU | Micron Technology Inc | +0.5% | +15.12% | 加碼 |
| 8 | IDHQ | Invesco S&p International De | +0.4% | +10.52% | 加碼 |
| 9 | STRL | Sterling Infrastructure Inc | +0.4% | +17.86% | 加碼 |
| 10 | IEMG | Ishares Core Msci Emerging | +0.4% | +7.91% | 加碼 |
| 11 | IYW | Ishares Ustechnology ETF | +0.3% | +3.89% | 加碼 |
| 12 | QUAL | Ishares Msci USA Quality Fac | +0.3% | +9.04% | 加碼 |
| 13 | CRDO | Credo Technology Group Holding Ltd | +0.3% | +25.52% | 加碼 |
| 14 | PARR | Par Pacific Holdings Inc | +0.2% | NEW | 新建倉 |
| 15 | TTMI | Ttm Technologies | +0.2% | +25.69% | 加碼 |
| 16 | ✓ | Carnival CORP LTD F | +0.2% | NEW | 新建倉 |
| 17 | LITE | Lumentum Holdings Inc | +0.2% | NEW | 新建倉 |
| 18 | INTC | Intel CORP | +0.1% | NEW | 新建倉 |
| 19 | AMAT | Applied Materials Inc | +0.1% | NEW | 新建倉 |
| 20 | TWLO | Twilio Inc - A | +0.1% | +37.57% | 加碼 |
| 21 | DY | Dycom Industries Inc | +0.1% | +82.25% | 加碼 |
| 22 | AMD | Advanced Micro Devices | +0.1% | NEW | 新建倉 |
| 23 | NEXA | Nexa Resources S.A. | +0.1% | NEW | 新建倉 |
| 24 | CLS | Celestica Inc | +0.1% | +22.54% | 加碼 |
| 25 | EZPW | Ezcorp Inc-cl A | +0.1% | +31.08% | 加碼 |
| 26 | ALL | Allstate CORP | +0.1% | +50.54% | 加碼 |
| 27 | LRCX | Lam Research CORP | +0.1% | +3.03% | 加碼 |
| 28 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.1% | NEW | 新建倉 |
| 29 | EAT | Brinker International Inc | +0.1% | +60.02% | 加碼 |
| 30 | MFC | Manulife Financial CORP | +0.1% | +44.95% | 加碼 |
| 31 | FLEX | Flex Ltd. | +0.1% | NEW | 新建倉 |
| 32 | GE | General Electric | +0.1% | NEW | 新建倉 |
| 33 | CAT | Caterpillar Inc | +0.1% | NEW | 新建倉 |
| 34 | JBL | Jabil Inc | +0.1% | NEW | 新建倉 |
| 35 | TGT | Target CORP | +0.1% | NEW | 新建倉 |
| 36 | SYF | Synchrony Financial | +0.1% | +31.15% | 加碼 |
| 37 | CVSA | Covista Inc | +0.1% | +55.52% | 加碼 |
| 38 | UBER | Uber Technologies Inc | 0% | +59.68% | 加碼 |
| 39 | VTV | Vanguard Value ETF | 0% | +18.02% | 加碼 |
| 40 | AVGO | Broadcom Inc | 0% | +30.91% | 加碼 |
| 41 | POWL | Powell Industries Inc | 0% | +200.00% | 加碼 |
| 42 | UNFI | United Natural Foods Inc | 0% | +39.70% | 加碼 |
| 43 | SSRM | Ssr Mining Inc | 0% | +35.97% | 加碼 |
| 44 | CDE | Coeur Mining Inc | 0% | +53.23% | 加碼 |
| 45 | VBK | Vanguard Small-cap Grwth ETF | 0% | — | 不變 |
| 46 | VISN | Vistance Networks Inc | 0% | +94.50% | 加碼 |
| 47 | FRDM | Freedom 100 Emeging Mrkt ETF | 0% | -1.98% | 減碼 |
| 48 | KGC | Kinross Gold CORP | 0% | +80.68% | 加碼 |
| 49 | META | Meta Platforms Inc-class A | 0% | +29.25% | 加碼 |
| 50 | APP | Applovin Corp-class A | 0% | -1.00% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Elevated Financial Group LLC 在 Q2 2026 季度的美股持倉總市值約為 US$3.6億，共申報了 125 個公開持股部位。
在 Q2 2026 季度，Elevated Financial Group LLC 按市值排列的前三大核心持股分別為：IVV (12.2%)、IUSB (7.1%)、IVW (7.1%)。其中最大持股部位 IVV 佔據整體投資組合約 12.2% 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
PARR
市值: US$61.3萬
本季最大獲利了結 / 清倉標的
ACSI
前期市值: US$95.2萬
在 Q2 2026 季度中，Elevated Financial Group LLC 共進行了 145 項持倉異動，包含新建倉 13 個部位、加碼 52 個部位、減碼 58 個部位以及清倉 22 個部位。 其中最大新建倉標的為 PARR。 本季清倉部位包含 ACSI。
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。