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: 0001260824
申報總市值
US$56.5億
US$56.5億
1522 檔
12.7%
根據最新整理的 13F 季度數據集，Evergreen Capital Management LLC 於 Q2 2026 結束時的管理資產規模為 US$56.5億。該機構在本季度申報了 1522 檔美股持倉，呈現出該時期的主要投資地圖。
觀察 Q2 2026 的申報異動，Evergreen Capital Management LLC 採取了強勁的買進策略，建倉與加碼動作（合計 114 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
整體而言，Evergreen Capital Management LLC 的前 5 大持股（包含 IEMG, GS, AAPL）貢獻了組合市值的 12.7%，形成該機構在 Q2 2026 季度的基本面基石。
僅顯示前 200 大持股（共 1522 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 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 4.11% | — | +7.08% | |
| 2 | GS | Goldman Sachs Group Inc | 股票-金融 | 2.66% | -0.27% | +355.88% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 2.23% | +0.38% | +0.60% | |
| 4 | COF | Capital One Financial CORP | 股票-金融 | 1.85% | -0.11% | +741.81% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 1.77% | +0.69% | +17.69% | |
| 6 | TMUS | T-mobile US Inc | 股票-通訊服務 | 1.74% | -0.03% | +9449.97% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.67% | -0.15% | +1.74% | |
| 8 | OVV | Ovintiv Inc | 股票-能源 | 1.67% | +0.18% | +146.80% | |
| 9 | PCAR | Paccar Inc | 股票-工業 | 1.66% | -0.13% | -0.65% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 1.60% | +1.29% | +2.28% | |
| 11 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.50% | +0.36% | -2.22% | |
| 12 | ECHO | Echostar Corp-a | 股票-通訊服務 | 1.48% | -0.28% | +187.74% | |
| 13 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.41% | -0.10% | +0.35% | |
| 14 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.36% | +0.06% | +5.41% | |
| 15 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.32% | -0.07% | +2.89% | |
| 16 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.05% | -0.10% | -11.61% | |
| 17 | PAVE | Global X US Infrastructure | ETF-其他 | 0.95% | -0.08% | +4.72% | |
| 18 | MTBA | Simplify Mbs ETF | ETF-其他 | 0.91% | -0.89% | -0.67% | |
| 19 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.90% | +0.11% | -18.18% | |
| 20 | VTV | Vanguard Value ETF | ETF-其他 | 0.81% | +0.01% | +6.64% | |
| 21 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 0.79% | -0.14% | -3.13% | |
| 22 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.78% | +0.37% | +662.28% | |
| 23 | ITUB | Itau Unibanco H-spon Prf Adr | 股票-金融 | 0.77% | +0.04% | +32881.42% | |
| 24 | APA | Apa CORP | 股票-能源 | 0.73% | +0.21% | +300.46% | |
| 25 | JD | Jd.com Inc-adr | 股票-循環性消費 | 0.66% | +0.04% | +20017.02% | |
| 26 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.66% | -0.07% | — | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.65% | — | +15.00% | |
| 28 | BINC | Ishares Flex I A Etf-usd Inc | ETF-其他 | 0.61% | -0.01% | +0.64% | |
| 29 | DELL | Dell Technologies -c | 股票-科技 | 0.60% | +0.02% | -53.50% | |
| 30 | FDX | Fedex CORP | 股票-工業 | 0.60% | -0.05% | +29.62% | |
| 31 | MU | Micron Technology Inc | 股票-科技 | 0.59% | -0.03% | -41.93% | |
| 32 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.59% | -0.10% | -1.44% | |
| 33 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.59% | +0.01% | +6.13% | |
| 34 | DMBS | Doubleline Mortgage ETF | ETF-其他 | 0.58% | — | -1.13% | |
| 35 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.56% | +0.03% | -9.68% | |
| 36 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股與成長 | 0.56% | -0.03% | +2.02% | |
| 37 | AVGO | Broadcom Inc | 股票-科技 | 0.55% | -0.03% | +15.68% | |
| 38 | IXC | Ishares Global Energy ETF | ETF-其他 | 0.55% | +0.10% | -0.00% | |
| 39 | CSCO | Cisco Systems Inc | 股票-科技 | 0.53% | -0.05% | -16.34% | |
| 40 | EPD | Enterprise Products Partners | 股票-能源 | 0.51% | -0.01% | -9.08% | |
| 41 | SLB | Slb LTD | 股票-能源 | 0.51% | +0.02% | +471.18% | |
| 42 | REZ | Ishars Res And Multi Reales | ETF-其他 | 0.50% | -0.02% | +12.17% | |
| 43 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-其他 | 0.49% | — | +0.95% | |
| 44 | VUG | Vanguard Growth ETF | ETF-其他 | 0.48% | +0.03% | +457.74% | |
| 45 | DFAE | Dimensional Emerging Core Eq | ETF-新興市場 | 0.46% | — | +14.62% | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.45% | +0.05% | +3.52% | |
| 47 | MLPA | Global X Mlp ETF | ETF-其他 | 0.45% | +0.01% | +0.65% | |
| 48 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.44% | -0.01% | +1.68% | |
| 49 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.43% | -0.03% | +0.66% | |
| 50 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.43% | +0.11% | +14.49% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GS | Goldman Sachs Group Inc | +2.1% | +355.88% | 加碼 |
| 2 | TMUS | T-mobile US Inc | +1.7% | +9449.97% | 加碼 |
| 3 | COF | Capital One Financial CORP | +1.6% | +741.81% | 加碼 |
| 4 | ITUB | Itau Unibanco H-spon Prf Adr | +0.8% | +32881.42% | 加碼 |
| 5 | ECHO | Echostar Corp-a | +0.8% | +187.74% | 加碼 |
| 6 | OVV | Ovintiv Inc | +0.7% | +146.80% | 加碼 |
| 7 | JD | Jd.com Inc-adr | +0.7% | +20017.02% | 加碼 |
| 8 | IEF | Ishares 7-10 Year Treasury B | +0.7% | +662.28% | 加碼 |
| 9 | APA | Apa CORP | +0.4% | +300.46% | 加碼 |
| 10 | SLB | Slb LTD | +0.4% | +471.18% | 加碼 |
| 11 | MU | Micron Technology Inc | +0.2% | -41.93% | 減碼 |
| 12 | UBS | UBS Group AG | +0.2% | +886.66% | 加碼 |
| 13 | ARES | Ares Management CORP - A | +0.2% | NEW | 新建倉 |
| 14 | PANW | Palo Alto Networks Inc | +0.2% | +9.58% | 加碼 |
| 15 | SNDK | Sandisk CORP | +0.1% | -14.60% | 減碼 |
| 16 | ✓ | +0.1% | NEW | 新建倉 | |
| 17 | CLB | Core Laboratories Inc | +0.1% | NEW | 新建倉 |
| 18 | AMD | Advanced Micro Devices | +0.1% | +8.99% | 加碼 |
| 19 | IEMG | Ishares Core Msci Emerging | +0.1% | +7.08% | 加碼 |
| 20 | AMAT | Applied Materials Inc | +0.1% | -2.13% | 減碼 |
| 21 | HCI | Hci Group Inc | +0.1% | +1787.51% | 加碼 |
| 22 | MELI | Mercadolibre Inc | +0.1% | NEW | 新建倉 |
| 23 | AMT | American Tower CORP | +0.1% | +73.46% | 加碼 |
| 24 | ALSN | Allison Transmission Holding | +0.1% | +2197.58% | 加碼 |
| 25 | DVN | Devon Energy CORP | +0.1% | +1070.13% | 加碼 |
| 26 | AVGO | Broadcom Inc | +0.1% | +15.68% | 加碼 |
| 27 | FSCO | Fs Credit Opportunities CORP | +0.1% | +96.03% | 加碼 |
| 28 | INTC | Intel CORP | +0.1% | +15.80% | 加碼 |
| 29 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +1.68% | 加碼 |
| 30 | STX | Seagate Technology Holdings plc | +0.1% | +7.96% | 加碼 |
| 31 | RITM | Rithm Capital CORP | +0.1% | +65.98% | 加碼 |
| 32 | CHYM | Chime Financial Inc-cl A | +0.1% | +52.50% | 加碼 |
| 33 | LRCX | Lam Research CORP | +0.1% | +0.31% | 加碼 |
| 34 | FLEX | Flex Ltd. | +0.1% | +0.35% | 加碼 |
| 35 | GOOGL | Alphabet Inc-cl A | 0% | +1.74% | 加碼 |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +15.00% | 加碼 |
| 37 | DFAE | Dimensional Emerging Core Eq | 0% | +14.62% | 加碼 |
| 38 | VGT | Vanguard Info Tech ETF | 0% | +699.77% | 加碼 |
| 39 | AXP | American Express Co | 0% | +65.07% | 加碼 |
| 40 | KLAC | Kla CORP | 0% | +887.86% | 加碼 |
| 41 | IVOO | Vanguard S&p Mid-cap 400 ETF | 0% | +19.99% | 加碼 |
| 42 | ASML | ASML Holding N.V. | 0% | -9.64% | 減碼 |
| 43 | LOW | Lowe's Cos Inc | 0% | +53.44% | 加碼 |
| 44 | UNH | Unitedhealth Group Inc | 0% | +4.69% | 加碼 |
| 45 | HOOD | Robinhood Markets Inc - A | 0% | +4.77% | 加碼 |
| 46 | NVO | Novo-nordisk A/s-spons Adr | 0% | +95.61% | 加碼 |
| 47 | EWU | Ishares Msci United Kingdom | 0% | +99.12% | 加碼 |
| 48 | STM | Stmicroelectronics Nv-ny Shs | 0% | -7.64% | 減碼 |
| 49 | BIPC | Brookfield Infrastructure-a | 0% | NEW | 新建倉 |
| 50 | MS | Morgan Stanley | 0% | +38.52% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Evergreen Capital Management LLC 在 Q2 2026 季度的美股持倉總市值約為 US$56.5億，共申報了 1522 個公開持股部位。
在 Q2 2026 季度，Evergreen Capital Management LLC 按市值排列的前三大核心持股分別為：IEMG (4.1%)、GS (2.7%)、AAPL (2.2%)。其中最大持股部位 IEMG 佔據整體投資組合約 4.1% 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
ARES
市值: US$1167.8萬
本季最大獲利了結 / 清倉標的
前期市值: US$1263.4萬
在 Q2 2026 季度中，Evergreen Capital Management LLC 共進行了 200 項持倉異動，包含新建倉 11 個部位、加碼 103 個部位、減碼 81 個部位以及清倉 5 個部位。 其中最大新建倉標的為 ARES。 本季清倉部位包含 。
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。