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: 0000033250
申報總市值
US$23.8億
US$23.8億
452 檔
23.6%
Q2 2026 季度申報顯示，Equitable Trust Co 揭露的美股組合總市值為 US$23.8億，涵蓋 452 個不同之權益投資部位。
Equitable Trust Co 在 Q2 2026 進行了結構性的板塊輪動與部位換股。在開立 18 個全新部位及加碼 74 檔持股的同時，亦同步清倉 38 檔並減碼 62 檔標的。
檢視投資組合結構，前 5 大主力部位（包含 VOO, IAU, GOOGL）占據了總市值的 23.6%，展現出該機構在 Q2 2026 的重點資金聚焦與風險分佈特徵。
本季最大新建倉標的
PICK
市值: US$1063.1萬
本季最大獲利了結 / 清倉標的
ENSG
前期市值: US$581.0萬
僅顯示前 200 大持股（共 452 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 9.00% | -0.02% | -0.61% | |
| 2 | IAU | Ishares Gold Trust | ETF-避險與商品 | 5.22% | +0.06% | -2.63% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.56% | -0.21% | -2.42% | |
| 4 | VTV | Vanguard Value ETF | ETF-其他 | 3.03% | -0.02% | +0.95% | |
| 5 | HCA | Hca Healthcare Inc | 股票-醫療保健 | 2.59% | +0.30% | -0.60% | |
| 6 | PRM | Perimeter Solutions Inc | 股票-其他 | 2.36% | -0.69% | -4.20% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 2.22% | +0.33% | -0.37% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.14% | -0.12% | -0.99% | |
| 9 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 2.11% | -0.10% | -3.46% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 1.98% | +0.71% | -1.67% | |
| 11 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.76% | +0.05% | -3.16% | |
| 12 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-其他 | 1.59% | — | +1.86% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.40% | +0.01% | +0.84% | |
| 14 | SHOP | Shopify Inc - Class A | 股票-科技 | 1.38% | +0.38% | -6.72% | |
| 15 | XLE | Ss Energy Select Sector | ETF-其他 | 1.33% | +0.17% | -2.05% | |
| 16 | ADI | Analog Devices Inc | 股票-科技 | 1.29% | -0.02% | -2.27% | |
| 17 | NVDA | Nvidia CORP | 股票-科技 | 1.24% | +0.18% | +2.75% | |
| 18 | ASML | ASML Holding N.V. | 股票-科技 | 1.22% | -0.21% | -4.79% | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 1.08% | +0.04% | +0.84% | |
| 20 | EG | Everest Group, Ltd. | 股票-金融 | 1.05% | — | +28.72% | |
| 21 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.03% | — | -0.91% | |
| 22 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.98% | -0.34% | -3.61% | |
| 23 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.93% | -0.12% | +3.28% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.93% | +0.03% | +46.66% | |
| 25 | MA | Mastercard Inc - A | 股票-金融 | 0.89% | +0.06% | +9.51% | |
| 26 | SE | Sea Ltd-adr | 股票-通訊服務 | 0.88% | +0.01% | +17.07% | |
| 27 | AVGO | Broadcom Inc | 股票-科技 | 0.86% | -0.07% | -1.64% | |
| 28 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.84% | +0.01% | -1.59% | |
| 29 | LH | Labcorp Holdings Inc | 股票-醫療保健 | 0.82% | +0.06% | -9.18% | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.78% | +0.02% | +1.19% | |
| 31 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.78% | -0.08% | +2.03% | |
| 32 | CAT | Caterpillar Inc | 股票-工業 | 0.69% | -0.18% | -1.76% | |
| 33 | AXP | American Express Co | 股票-金融 | 0.69% | -0.11% | -3.99% | |
| 34 | MRVL | Marvell Technology Inc | 股票-科技 | 0.68% | -0.08% | -20.75% | |
| 35 | DG | Dollar General CORP | 股票-非循環性消費 | 0.67% | -0.05% | -31.66% | |
| 36 | BAC | Bank Of America CORP | 股票-金融 | 0.66% | -0.04% | -0.17% | |
| 37 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.63% | +0.22% | +40.22% | |
| 38 | FEGE | First Eagle Gl Equity ETF | ETF-其他 | 0.60% | +0.07% | +11.11% | |
| 39 | BKR | Baker Hughes Co | 股票-能源 | 0.60% | +0.05% | +59.65% | |
| 40 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.59% | -0.02% | +18.86% | |
| 41 | FAST | Fastenal Co | 股票-工業 | 0.56% | +0.02% | +0.31% | |
| 42 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.55% | +0.03% | +23.92% | |
| 43 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.55% | +0.01% | -1.26% | |
| 44 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 0.54% | +0.02% | -1.06% | |
| 45 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.53% | -0.07% | -1.42% | |
| 46 | HD | Home Depot Inc | 股票-循環性消費 | 0.52% | -0.10% | +14.94% | |
| 47 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.50% | -0.06% | +5.86% | |
| 48 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.48% | — | +552.83% | |
| 49 | AKRE | Akre Focus ETF | ETF-其他 | 0.46% | +0.02% | +89.05% | |
| 50 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.45% | +0.09% | -21.88% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | PRM | Perimeter Solutions Inc | +0.5% | -4.20% | 減碼 |
| 2 | PICK | Ishares Msci Global Metals & | +0.4% | NEW | 新建倉 |
| 3 | MRVL | Marvell Technology Inc | +0.4% | -20.75% | 減碼 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.3% | -2.42% | 減碼 |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +46.66% | 加碼 |
| 6 | VOO | Vanguard S&p 500 ETF | +0.3% | -0.61% | 減碼 |
| 7 | ASML | ASML Holding N.V. | +0.3% | -4.79% | 減碼 |
| 8 | EG | Everest Group, Ltd. | +0.2% | +28.72% | 加碼 |
| 9 | NGG | National Grid Plc-sp Adr | +0.2% | NEW | 新建倉 |
| 10 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +3.28% | 加碼 |
| 11 | VEEV | Veeva Systems Inc-class A | +0.2% | NEW | 新建倉 |
| 12 | STX | Seagate Technology Holdings plc | +0.2% | -13.38% | 減碼 |
| 13 | CRM | Salesforce Inc | +0.2% | +235.62% | 加碼 |
| 14 | GOOG | Alphabet Inc-cl C | +0.2% | -0.99% | 減碼 |
| 15 | IWF | Ishares Russell 1000 Growth | +0.2% | +552.83% | 加碼 |
| 16 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +0.84% | 加碼 |
| 17 | AKRE | Akre Focus ETF | +0.2% | +89.05% | 加碼 |
| 18 | HPE | Hewlett Packard Enterprise | +0.2% | +1.97% | 加碼 |
| 19 | KLAC | Kla CORP | +0.2% | +882.81% | 加碼 |
| 20 | CAT | Caterpillar Inc | +0.2% | -1.76% | 減碼 |
| 21 | LLY | Eli Lilly & Co | +0.2% | +18.86% | 加碼 |
| 22 | SE | Sea Ltd-adr | +0.2% | +17.07% | 加碼 |
| 23 | CMI | Cummins Inc | +0.2% | +477.40% | 加碼 |
| 24 | BKR | Baker Hughes Co | +0.1% | +59.65% | 加碼 |
| 25 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | -4.71% | 減碼 |
| 26 | KEYS | Keysight Technologies In | +0.1% | NEW | 新建倉 |
| 27 | IGSB | Ishares 1-5y Inv Grade CORP | +0.1% | +40.22% | 加碼 |
| 28 | ADI | Analog Devices Inc | +0.1% | -2.27% | 減碼 |
| 29 | RYAN | Ryan Specialty Holdings Inc | +0.1% | +62.27% | 加碼 |
| 30 | CPRT | Copart Inc | +0.1% | +218.51% | 加碼 |
| 31 | AMD | Advanced Micro Devices | +0.1% | +15.63% | 加碼 |
| 32 | TRP | Tc Energy CORP | +0.1% | NEW | 新建倉 |
| 33 | CSCO | Cisco Systems Inc | +0.1% | +6.46% | 加碼 |
| 34 | KO | Coca-cola Co/the | +0.1% | +23.92% | 加碼 |
| 35 | ARES | Ares Management CORP - A | +0.1% | +65.20% | 加碼 |
| 36 | SCGLY | Societe Generale-spons Adr | +0.1% | NEW | 新建倉 |
| 37 | MU | Micron Technology Inc | +0.1% | +60.10% | 加碼 |
| 38 | NVDA | Nvidia CORP | +0.1% | +2.75% | 加碼 |
| 39 | QNST | Quinstreet Inc | +0.1% | +94.61% | 加碼 |
| 40 | AVGO | Broadcom Inc | +0.1% | -1.64% | 減碼 |
| 41 | IWD | Ishares Russell 1000 Value E | +0.1% | +33.93% | 加碼 |
| 42 | VRT | Vertiv Holdings Co-a | +0.1% | -0.40% | 減碼 |
| 43 | HROW | Harrow Inc | +0.1% | +90.07% | 加碼 |
| 44 | AAPL | Apple Inc | +0.1% | -0.37% | 減碼 |
| 45 | IJR | Ishares Core S&p Small-cap E | +0.1% | +5.86% | 加碼 |
| 46 | HD | Home Depot Inc | +0.1% | +14.94% | 加碼 |
| 47 | CON | Concentra Group Holdings Par | +0.1% | — | 不變 |
| 48 | URI | United Rentals Inc | +0.1% | -2.39% | 減碼 |
| 49 | ✓ | +0.1% | NEW | 新建倉 | |
| 50 | ✓ | +0.1% | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Equitable Trust Co 在 Q2 2026 季度的美股持倉總市值約為 US$23.8億，共申報了 452 個公開持股部位。
在 Q2 2026 季度，Equitable Trust Co 按市值排列的前三大核心持股分別為：VOO (9.0%)、IAU (5.2%)、GOOGL (3.6%)。其中最大持股部位 VOO 佔據整體投資組合約 9.0% 的權重。
在 Q2 2026 季度中，Equitable Trust Co 共進行了 192 項持倉異動，包含新建倉 18 個部位、加碼 74 個部位、減碼 62 個部位以及清倉 38 個部位。 其中最大新建倉標的為 PICK。 本季清倉部位包含 ENSG。
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。