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: 0002083411
申報總市值
US$1.3億
US$1.3億
76 檔
17.2%
根據最新整理的 13F 季度數據集，Elevated Private Wealth, LLC 於 Q2 2026 結束時的管理資產規模為 US$1.3億。該機構在本季度申報了 76 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q2 2026，Elevated Private Wealth, LLC 展現出較為審慎的避險與獲利了結姿態。本季共減碼 39 個部位並完全清倉 10 檔持股，調降曝險的部位數量高於加碼動作。
檢視投資組合結構，前 5 大主力部位（包含 NVDA, AMD, AAPL）占據了總市值的 17.2%，展現出該機構在 Q2 2026 的重點資金聚焦與風險分佈特徵。
| # | 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 | NVDA | Nvidia CORP | 股票-科技 | 8.48% | -1.30% | -0.64% | |
| 2 | AMD | Advanced Micro Devices | 股票-科技 | 3.53% | -0.59% | -13.55% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.37% | -0.34% | -1.66% | |
| 4 | LRCX | Lam Research CORP | 股票-科技 | 3.24% | -1.42% | -29.66% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.22% | -0.82% | -10.07% | |
| 6 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 3.05% | +0.13% | +52.71% | |
| 7 | STX | Seagate Technology Holdings plc | 股票-科技 | 2.95% | -1.04% | -17.73% | |
| 8 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 2.81% | -0.93% | +1.86% | |
| 9 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.73% | -0.26% | +15.37% | |
| 10 | CAT | Caterpillar Inc | 股票-工業 | 2.66% | -1.11% | -10.03% | |
| 11 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 2.22% | -0.60% | -3.85% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 2.09% | +0.18% | +16.62% | |
| 13 | FDX | Fedex CORP | 股票-工業 | 1.96% | -0.64% | -20.28% | |
| 14 | KMX | Carmax Inc | 股票-循環性消費 | 1.90% | -0.51% | +7.53% | |
| 15 | RIO | Rio Tinto Plc-spon Adr | 股票-原物料 | 1.88% | -0.49% | -5.59% | |
| 16 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.86% | -0.34% | -0.53% | |
| 17 | WMT | Walmart Inc | 股票-非循環性消費 | 1.74% | +0.16% | +33.11% | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 1.68% | -0.35% | +1.45% | |
| 19 | MRNA | Moderna Inc | 股票-醫療保健 | 1.66% | -0.23% | -29.40% | |
| 20 | ASML | ASML Holding N.V. | 股票-科技 | 1.62% | -0.56% | -11.59% | |
| 21 | AVGO | Broadcom Inc | 股票-科技 | 1.57% | -0.44% | +12.15% | |
| 22 | ADBE | Adobe Inc | 股票-科技 | 1.56% | +0.49% | +68.72% | |
| 23 | RIVN | Rivian Automotive Inc-a | 股票-循環性消費 | 1.48% | -0.38% | +46.16% | |
| 24 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.48% | +0.04% | +10.85% | |
| 25 | CRM | Salesforce Inc | 股票-科技 | 1.40% | +0.70% | +67.48% | |
| 26 | RPRX | Royalty Pharma plc | 股票-醫療保健 | 1.37% | -0.30% | -12.42% | |
| 27 | DKNG | Draftkings Inc-cl A | 股票-循環性消費 | 1.34% | -0.44% | +133.81% | |
| 28 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.33% | -0.20% | -2.83% | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.32% | -0.31% | -10.96% | |
| 30 | CVS | Cvs Health CORP | 股票-醫療保健 | 1.31% | -0.50% | -6.28% | |
| 31 | FISV | Fiserv Inc | 股票-其他 | 1.28% | -0.26% | +7.36% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.24% | -0.29% | +1.71% | |
| 33 | NOW | Servicenow Inc | 股票-科技 | 1.19% | +0.92% | +113.50% | |
| 34 | TEAM | Atlassian Corp-cl A | 股票-科技 | 1.16% | +1.14% | +78.70% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.15% | +0.55% | -7.31% | |
| 36 | AZN | AstraZeneca PLC | 股票-醫療保健 | 1.12% | -0.35% | — | |
| 37 | GPN | Global Payments Inc | 股票-工業 | 1.10% | -0.14% | +17.87% | |
| 38 | VSXY | Victoria's Secret & Co | 股票-循環性消費 | 1.08% | -0.38% | -44.41% | |
| 39 | BIIB | Biogen Inc | 股票-醫療保健 | 1.07% | -0.23% | +1.38% | |
| 40 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.06% | -0.42% | -17.73% | |
| 41 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 1.05% | -0.32% | +0.51% | |
| 42 | INTU | Intuit Inc | 股票-科技 | 0.99% | +0.37% | +85.47% | |
| 43 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.96% | -0.96% | EXIT | |
| 44 | LULU | Lululemon Athletica Inc | 股票-循環性消費 | 0.95% | -0.07% | +34.41% | |
| 45 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.95% | +0.33% | +82.37% | |
| 46 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.95% | -0.24% | -6.79% | |
| 47 | PFE | Pfizer Inc | 股票-醫療保健 | 0.80% | -0.13% | -2.94% | |
| 48 | ANET | Arista Networks Inc | 股票-科技 | 0.77% | -0.05% | -15.89% | |
| 49 | GLW | Corning Inc | 股票-科技 | 0.75% | -0.39% | — | |
| 50 | WFC | Wells Fargo & Co | 股票-金融 | 0.73% | -0.20% | +6.69% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AMD | Advanced Micro Devices | +1.9% | -13.55% | 減碼 |
| 2 | STX | Seagate Technology Holdings plc | +1.8% | -17.73% | 減碼 |
| 3 | CRWD | Crowdstrike Holdings Inc - A | +1.7% | +52.71% | 加碼 |
| 4 | LRCX | Lam Research CORP | +1.3% | -29.66% | 減碼 |
| 5 | AZN | AstraZeneca PLC | +1.1% | NEW | 新建倉 |
| 6 | CAT | Caterpillar Inc | +0.9% | -10.03% | 減碼 |
| 7 | TSM | Taiwan Semiconductor-sp Adr | +0.6% | -3.85% | 減碼 |
| 8 | MRNA | Moderna Inc | +0.6% | -29.40% | 減碼 |
| 9 | ASML | ASML Holding N.V. | +0.5% | -11.59% | 減碼 |
| 10 | KMX | Carmax Inc | +0.5% | +7.53% | 加碼 |
| 11 | DKNG | Draftkings Inc-cl A | +0.5% | +133.81% | 加碼 |
| 12 | GLW | Corning Inc | +0.5% | — | 不變 |
| 13 | UNH | Unitedhealth Group Inc | +0.4% | +1.86% | 加碼 |
| 14 | ✓ | +0.4% | NEW | 新建倉 | |
| 15 | WMT | Walmart Inc | +0.3% | +33.11% | 加碼 |
| 16 | FTNT | Fortinet Inc | +0.3% | +0.54% | 加碼 |
| 17 | NOW | Servicenow Inc | +0.3% | +113.50% | 加碼 |
| 18 | AMZN | Amazon.com Inc | +0.2% | +15.37% | 加碼 |
| 19 | RIVN | Rivian Automotive Inc-a | +0.2% | +46.16% | 加碼 |
| 20 | RPRX | Royalty Pharma plc | +0.2% | -12.42% | 減碼 |
| 21 | AVGO | Broadcom Inc | +0.2% | +12.15% | 加碼 |
| 22 | CVS | Cvs Health CORP | +0.1% | -6.28% | 減碼 |
| 23 | BIIB | Biogen Inc | +0.1% | +1.38% | 加碼 |
| 24 | MRK | Merck & Co. Inc. | +0.1% | -2.83% | 減碼 |
| 25 | TGT | Target CORP | +0.1% | +5.32% | 加碼 |
| 26 | BABA | Alibaba Group Holding-sp Adr | +0.1% | +82.37% | 加碼 |
| 27 | XOM | Exxon Mobil CORP | +0.1% | +6.45% | 加碼 |
| 28 | RIO | Rio Tinto Plc-spon Adr | +0.1% | -5.59% | 減碼 |
| 29 | ✓ | Proshares Tr | +0.1% | NEW | 新建倉 |
| 30 | URTH | Ishares Msci World ETF | 0% | +14.36% | 加碼 |
| 31 | ✓ | Adobe Inc | 0% | NEW | 新建倉 |
| 32 | GPN | Global Payments Inc | 0% | +17.87% | 加碼 |
| 33 | GOOG | Alphabet Inc-cl C | 0% | — | 不變 |
| 34 | SSO | Proshares Ultra S&p500 | — | -6.60% | 減碼 |
| 35 | TTWO | Take-two Interactive Softwre | 0% | -0.90% | 減碼 |
| 36 | RCL | Royal Caribbean Cruises Ltd. | 0% | -0.98% | 減碼 |
| 37 | WAL | Western Alliance Bancorp | 0% | -0.57% | 減碼 |
| 38 | ANET | Arista Networks Inc | -0.1% | -15.89% | 減碼 |
| 39 | TSLA | Tesla Inc | -0.1% | -9.44% | 減碼 |
| 40 | COST | Costco Wholesale CORP | -0.1% | -6.79% | 減碼 |
| 41 | ✓ | Spdr S&P 500 Etf Tr Put Option | -0.1% | -53.03% | 減碼 |
| 42 | BIDU | Baidu Inc - Spon Adr | -0.1% | +12.14% | 加碼 |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | +1.71% | 加碼 |
| 44 | NVDA | NVIDIA Corporation | -0.1% | EXIT | 清倉 |
| 45 | BKNG | Booking Holdings Inc | -0.1% | +2400.00% | 加碼 |
| 46 | WFC | Wells Fargo & Co | -0.1% | +6.69% | 加碼 |
| 47 | VRTX | Vertex Pharmaceuticals Inc | -0.1% | -31.44% | 減碼 |
| 48 | PFE | Pfizer Inc | -0.1% | -2.94% | 減碼 |
| 49 | AAPL | Apple Inc | -0.1% | -1.66% | 減碼 |
| 50 | CRM | Salesforce Inc | -0.1% | +67.48% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Elevated Private Wealth, LLC 在 Q2 2026 季度的美股持倉總市值約為 US$1.3億，共申報了 76 個公開持股部位。
在 Q2 2026 季度，Elevated Private Wealth, LLC 按市值排列的前三大核心持股分別為：NVDA (8.5%)、AMD (3.5%)、AAPL (3.4%)。其中最大持股部位 NVDA 佔據整體投資組合約 8.5% 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
AZN
市值: US$118.1萬
本季最大獲利了結 / 清倉標的
MRVL
前期市值: US$132.4萬
在 Q2 2026 季度中，Elevated Private Wealth, LLC 共進行了 84 項持倉異動，包含新建倉 4 個部位、加碼 31 個部位、減碼 39 個部位以及清倉 10 個部位。 其中最大新建倉標的為 AZN。 本季清倉部位包含 MRVL。
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。