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: 0001803058
申報總市值
US$4.2億
US$4.2億
320 檔
16.1%
Q1 2026 季度申報顯示，EPG Wealth Management LLC 揭露的美股組合總市值為 US$4.2億，涵蓋 320 個不同之權益投資部位。
在 Q1 2026，EPG Wealth Management LLC 操作展現出積極擴展與加碼意向。本季共新建倉 16 個新部位，並對 109 個既有持股進行加碼（合計增持 125 檔），相較減碼與清倉部位顯著佔優。
檢視投資組合結構，前 5 大主力部位（包含 IVV, NVDA, AAPL）占據了總市值的 16.1%，展現出該機構在 Q1 2026 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 320 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 4.61% | +0.04% | +0.17% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 4.15% | +0.02% | -2.98% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.71% | +0.08% | -1.57% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 3.05% | -0.13% | +1.21% | |
| 5 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 2.74% | -0.29% | +1.00% | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 2.70% | +0.23% | +2.54% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.39% | +0.29% | +18.98% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.21% | -0.01% | +3790.21% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.18% | -0.23% | +37.81% | |
| 10 | PWR | Quanta Services Inc | 股票-工業 | 2.08% | +0.32% | -7.78% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.03% | +0.05% | +0.80% | |
| 12 | XSMO | Invesco S&p Smallcap Momentu | ETF-其他 | 1.83% | +0.19% | +0.25% | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.80% | +0.05% | -0.26% | |
| 14 | JPIE | Jpmorgan Income ETF | ETF-其他 | 1.67% | -0.06% | +5.59% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.66% | +0.15% | +0.75% | |
| 16 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 1.49% | -0.15% | +0.33% | |
| 17 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.49% | +0.01% | +5.36% | |
| 18 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.20% | -0.06% | +0.32% | |
| 19 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.20% | +0.17% | -11.24% | |
| 20 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.17% | +0.33% | +0.82% | |
| 21 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.14% | +0.07% | +0.16% | |
| 22 | AVGO | Broadcom Inc | 股票-科技 | 1.03% | -0.04% | +3.34% | |
| 23 | CAT | Caterpillar Inc | 股票-工業 | 0.90% | +0.30% | -23.51% | |
| 24 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.90% | -0.24% | -4.29% | |
| 25 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.87% | +0.23% | -13.71% | |
| 26 | CVX | Chevron CORP | 股票-能源 | 0.84% | -0.32% | +9.09% | |
| 27 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.84% | — | +0.10% | |
| 28 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.83% | +0.86% | +22.36% | |
| 29 | DE | Deere & Co | 股票-工業 | 0.82% | +0.08% | +2.68% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.81% | -0.06% | -1.48% | |
| 31 | STX | Seagate Technology Holdings plc | 股票-科技 | 0.79% | +0.05% | -33.00% | |
| 32 | CIBR | First Trust Nasdaq Cybersecu | ETF-科技型 | 0.79% | +0.25% | +4.61% | |
| 33 | WMT | Walmart Inc | 股票-非循環性消費 | 0.78% | -0.10% | +66.79% | |
| 34 | AMAT | Applied Materials Inc | 股票-科技 | 0.76% | +0.34% | +0.77% | |
| 35 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.73% | -0.73% | EXIT | |
| 36 | CSCO | Cisco Systems Inc | 股票-科技 | 0.73% | -0.01% | +60.09% | |
| 37 | V | Visa Inc-class A Shares | 股票-金融 | 0.71% | -0.01% | +2.28% | |
| 38 | BLK | Blackrock Inc | 股票-金融 | 0.71% | -0.03% | +7.46% | |
| 39 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.69% | -0.07% | +4.31% | |
| 40 | LMT | Lockheed Martin CORP | 股票-工業 | 0.67% | -0.08% | +1.52% | |
| 41 | FIDU | Fidelity Msci Indust Indx | ETF-其他 | 0.66% | +0.02% | -1.04% | |
| 42 | XLE | Ss Energy Select Sector | ETF-其他 | 0.65% | -0.13% | -16.50% | |
| 43 | BX | Blackstone Inc | 股票-金融 | 0.64% | -0.09% | +148.53% | |
| 44 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.64% | -0.13% | +2.50% | |
| 45 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.63% | -0.03% | -0.15% | |
| 46 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.62% | -0.07% | -13.05% | |
| 47 | AMGN | Amgen Inc | 股票-醫療保健 | 0.62% | — | +5.83% | |
| 48 | HON | Honeywell International Inc | 股票-工業 | 0.62% | -0.62% | EXIT | |
| 49 | URI | United Rentals Inc | 股票-工業 | 0.59% | +0.24% | +3.81% | |
| 50 | NFLX | Netflix Inc | 股票-通訊服務 | 0.55% | -0.08% | +5.39% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | +2.2% | +3790.21% | 加碼 |
| 2 | BAC | Bank Of America CORP | +0.4% | +499.66% | 加碼 |
| 3 | WMT | Walmart Inc | +0.4% | +66.79% | 加碼 |
| 4 | PWR | Quanta Services Inc | +0.4% | -7.78% | 減碼 |
| 5 | BX | Blackstone Inc | +0.3% | +148.53% | 加碼 |
| 6 | CVX | Chevron CORP | +0.3% | +9.09% | 加碼 |
| 7 | GOOGL | Alphabet Inc-cl A | +0.2% | +18.98% | 加碼 |
| 8 | AMAT | Applied Materials Inc | +0.2% | +0.77% | 加碼 |
| 9 | CSCO | Cisco Systems Inc | +0.2% | +60.09% | 加碼 |
| 10 | COP | Conocophillips | +0.2% | +4.13% | 加碼 |
| 11 | DE | Deere & Co | +0.2% | +2.68% | 加碼 |
| 12 | LMT | Lockheed Martin CORP | +0.2% | +1.52% | 加碼 |
| 13 | VYM | Vanguard High Dvd Yield ETF | +0.2% | +1.21% | 加碼 |
| 14 | MSFT | Microsoft CORP | +0.1% | +37.81% | 加碼 |
| 15 | PEP | Pepsico Inc | +0.1% | +56.03% | 加碼 |
| 16 | SLB | Slb LTD | +0.1% | +0.11% | 加碼 |
| 17 | XSMO | Invesco S&p Smallcap Momentu | +0.1% | +0.25% | 加碼 |
| 18 | KO | Coca-cola Co/the | +0.1% | +0.32% | 加碼 |
| 19 | VZ | Verizon Communications Inc | +0.1% | +0.65% | 加碼 |
| 20 | XOM | Exxon Mobil CORP | +0.1% | +0.24% | 加碼 |
| 21 | PSX | Phillips 66 | +0.1% | +2.20% | 加碼 |
| 22 | HON | Honeywell International Inc | +0.1% | +0.59% | 加碼 |
| 23 | JNJ | Johnson & Johnson | +0.1% | +2.63% | 加碼 |
| 24 | XLE | Ss Energy Select Sector | +0.1% | -16.50% | 減碼 |
| 25 | JPIE | Jpmorgan Income ETF | +0.1% | +5.59% | 加碼 |
| 26 | HAL | Halliburton Co | +0.1% | +1.60% | 加碼 |
| 27 | TTE | TotalEnergies SE | +0.1% | +4.87% | 加碼 |
| 28 | PG | Procter & Gamble Co/the | +0.1% | +24.88% | 加碼 |
| 29 | AMGN | Amgen Inc | +0.1% | +5.83% | 加碼 |
| 30 | ADI | Analog Devices Inc | +0.1% | -0.66% | 減碼 |
| 31 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +0.80% | 加碼 |
| 32 | SHEL | Shell Plc-adr | +0.1% | +2.16% | 加碼 |
| 33 | RBLX | Roblox CORP -class A | +0.1% | +133.58% | 加碼 |
| 34 | COWZ | Pacer US Cash Cows 100 ETF | +0.1% | +0.33% | 加碼 |
| 35 | PANW | Palo Alto Networks Inc | +0.1% | +22.36% | 加碼 |
| 36 | MRVL | Marvell Technology Inc | +0.1% | +2.34% | 加碼 |
| 37 | TXN | Texas Instruments Inc | +0.1% | +16.96% | 加碼 |
| 38 | COST | Costco Wholesale CORP | +0.1% | -3.44% | 減碼 |
| 39 | IEMG | Ishares Core Msci Emerging | +0.1% | +0.16% | 加碼 |
| 40 | APD | Air Products & Chemicals Inc | +0.1% | +14.71% | 加碼 |
| 41 | SO | Southern Co/the | 0% | +0.91% | 加碼 |
| 42 | NFLX | Netflix Inc | 0% | +5.39% | 加碼 |
| 43 | VLO | Valero Energy CORP | 0% | — | 不變 |
| 44 | KR | Kroger Co | 0% | +3.82% | 加碼 |
| 45 | DUK | Duke Energy CORP | 0% | +5.81% | 加碼 |
| 46 | GLD | Spdr Gold Shares | 0% | -4.29% | 減碼 |
| 47 | MU | Micron Technology Inc | 0% | +1.73% | 加碼 |
| 48 | 6D8 | Dupont De Nemours Inc | 0% | +6.89% | 加碼 |
| 49 | VGSH | Vanguard Short-term Treasury | 0% | +1.00% | 加碼 |
| 50 | MPC | Marathon Petroleum CORP | 0% | — | 不變 |
根據 SEC 官方 Form 13F 申報備案，EPG Wealth Management LLC 在 Q1 2026 季度的美股持倉總市值約為 US$4.2億，共申報了 320 個公開持股部位。
在 Q1 2026 季度，EPG Wealth Management LLC 按市值排列的前三大核心持股分別為：IVV (4.6%)、NVDA (4.2%)、AAPL (3.7%)。其中最大持股部位 IVV 佔據整體投資組合約 4.6% 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
SNOW
市值: US$120.7萬
本季最大獲利了結 / 清倉標的
CRM
前期市值: US$349.4萬
在 Q1 2026 季度中，EPG Wealth Management LLC 共進行了 189 項持倉異動，包含新建倉 16 個部位、加碼 109 個部位、減碼 52 個部位以及清倉 12 個部位。 其中最大新建倉標的為 SNOW。 本季清倉部位包含 CRM。
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。