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: 0002010410
申報總市值
US$3.5億
US$3.5億
282 檔
18.1%
Everpar Advisors LLC 在 Q1 2026 季度的美股部位總計估值為 US$3.5億，分散於 282 個持倉標的之中，反映其市場參與廣度與投資規模。
Everpar Advisors LLC 於 Q1 2026 展現出進攻型調倉步調，本季推動了 38 檔股票的新建倉與 91 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
從部位權重觀察，前 5 大標的（包含 IVV, NVDA, AAPL）累計市值佔比達 18.1%，是驅動 Everpar Advisors LLC 該季度整體投資組合績效表現的核心支柱。
本季最大新建倉標的
IJS
市值: US$300.2萬
本季最大獲利了結 / 清倉標的
AZNN
前期市值: US$55.6萬
僅顯示前 200 大持股（共 282 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 | 6.54% | +0.73% | +11.11% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 4.42% | -0.01% | +11.68% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.19% | -0.21% | +14.78% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.48% | -0.23% | +1.33% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.24% | -0.70% | +10.61% | |
| 6 | VTV | Vanguard Value ETF | ETF-其他 | 2.04% | -0.09% | +117.31% | |
| 7 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.04% | -0.14% | +9.78% | |
| 8 | TSN | Tyson Foods Inc-cl A | 股票-非循環性消費 | 1.79% | -0.47% | +0.10% | |
| 9 | OKE | Oneok Inc | 股票-能源 | 1.76% | -0.24% | -0.24% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.71% | +0.28% | +9.93% | |
| 11 | AVGO | Broadcom Inc | 股票-科技 | 1.71% | +0.09% | +6.27% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.64% | +0.18% | +13.97% | |
| 13 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 1.54% | +0.66% | +36.74% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.42% | -0.25% | +12.01% | |
| 15 | TSLA | Tesla Inc | 股票-循環性消費 | 1.38% | -0.12% | +8.19% | |
| 16 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-其他 | 1.21% | +0.25% | +20.77% | |
| 17 | WMT | Walmart Inc | 股票-非循環性消費 | 1.17% | -0.31% | +1.57% | |
| 18 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.03% | -0.15% | +8.87% | |
| 19 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 1.03% | -0.04% | — | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 1.01% | -0.35% | +15.37% | |
| 21 | LRGF | Ishares US Equity Factor ETF | ETF-其他 | 1.00% | +0.05% | +17.62% | |
| 22 | CVX | Chevron CORP | 股票-能源 | 0.95% | -0.32% | +9.53% | |
| 23 | VUG | Vanguard Growth ETF | ETF-其他 | 0.93% | +0.14% | +9.58% | |
| 24 | RTX | Rtx CORP | 股票-工業 | 0.92% | -0.17% | -0.77% | |
| 25 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.85% | +0.10% | -11.94% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.83% | +0.09% | +10.67% | |
| 27 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 0.77% | +0.43% | +36.69% | |
| 28 | CSCO | Cisco Systems Inc | 股票-科技 | 0.74% | +0.26% | +1.11% | |
| 29 | CGDV | Cap Group Dividend Value | ETF-其他 | 0.69% | -0.24% | -15.87% | |
| 30 | CGGR | Cap Group Growth Equity | ETF-其他 | 0.68% | -0.20% | -15.82% | |
| 31 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.66% | -0.14% | -13.94% | |
| 32 | ORCL | Oracle CORP | 股票-科技 | 0.66% | -0.11% | +8.05% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.63% | -0.04% | +25.09% | |
| 34 | NFLX | Netflix Inc | 股票-通訊服務 | 0.62% | -0.32% | +13.19% | |
| 35 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.56% | +0.34% | +28.58% | |
| 36 | SFNC | Simmons First Natl Corp-cl A | 股票-其他 | 0.53% | -0.02% | +1.14% | |
| 37 | V | Visa Inc-class A Shares | 股票-金融 | 0.53% | +0.06% | +18.90% | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.52% | -0.03% | -0.28% | |
| 39 | GWW | Ww Grainger Inc | 股票-工業 | 0.50% | +0.03% | +2.13% | |
| 40 | MA | Mastercard Inc - A | 股票-金融 | 0.50% | -0.09% | -3.58% | |
| 41 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.50% | -0.01% | +6.00% | |
| 42 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.48% | -0.05% | -1.25% | |
| 43 | BSCU | Invesco Bulletshares 2030 Cb | ETF-其他 | 0.47% | -0.04% | +7.47% | |
| 44 | CAT | Caterpillar Inc | 股票-工業 | 0.47% | +0.14% | +9.21% | |
| 45 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-其他 | 0.46% | -0.04% | +7.27% | |
| 46 | BSCR | Invesco Bulletshares 2027 Cb | ETF-其他 | 0.46% | -0.03% | +7.25% | |
| 47 | BSCS | Invesco Bulletshares 2028 Cb | ETF-其他 | 0.46% | -0.03% | +7.22% | |
| 48 | BSCT | Invesco Bulletshares 2029 Cb | ETF-其他 | 0.46% | -0.03% | +7.31% | |
| 49 | AEP | American Electric Power | 股票-公用事業 | 0.46% | -0.06% | -1.97% | |
| 50 | BSCV | Invesco Bulletshares 2031 Cb | ETF-其他 | 0.46% | -0.04% | +10.45% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | +1.1% | +117.31% | 加碼 |
| 2 | XOM | Exxon Mobil CORP | +0.3% | +15.37% | 加碼 |
| 3 | CVX | Chevron CORP | +0.3% | +9.53% | 加碼 |
| 4 | OKE | Oneok Inc | +0.2% | -0.24% | 減碼 |
| 5 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.2% | +36.74% | 加碼 |
| 6 | JNJ | Johnson & Johnson | +0.2% | +8.87% | 加碼 |
| 7 | COST | Costco Wholesale CORP | +0.1% | +57.50% | 加碼 |
| 8 | AMAT | Applied Materials Inc | +0.1% | +12.62% | 加碼 |
| 9 | FTEC | Fidelity Msci Info Tech Indx | +0.1% | +36.69% | 加碼 |
| 10 | CAT | Caterpillar Inc | +0.1% | +9.21% | 加碼 |
| 11 | PSX | Phillips 66 | +0.1% | +5.32% | 加碼 |
| 12 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.1% | +20.77% | 加碼 |
| 13 | MRK | Merck & Co. Inc. | +0.1% | +15.96% | 加碼 |
| 14 | GEV | GE Vernova Inc | +0.1% | +17.40% | 加碼 |
| 15 | FTI | TechnipFMC plc | +0.1% | -4.41% | 減碼 |
| 16 | MTUM | Ishares Msci USA Momentum Fa | +0.1% | +28.58% | 加碼 |
| 17 | DE | Deere & Co | +0.1% | +45.15% | 加碼 |
| 18 | VZ | Verizon Communications Inc | +0.1% | +15.75% | 加碼 |
| 19 | KLAC | Kla CORP | +0.1% | +23.35% | 加碼 |
| 20 | LIN | Linde plc | +0.1% | +49.13% | 加碼 |
| 21 | WMT | Walmart Inc | +0.1% | +1.57% | 加碼 |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +25.09% | 加碼 |
| 23 | LRCX | Lam Research CORP | +0.1% | +9.32% | 加碼 |
| 24 | INTC | Intel CORP | +0.1% | +21.54% | 加碼 |
| 25 | NFLX | Netflix Inc | +0.1% | +13.19% | 加碼 |
| 26 | KO | Coca-cola Co/the | +0.1% | +13.78% | 加碼 |
| 27 | COP | Conocophillips | +0.1% | -7.04% | 減碼 |
| 28 | T | At&t Inc | +0.1% | +18.41% | 加碼 |
| 29 | LRGF | Ishares US Equity Factor ETF | 0% | +17.62% | 加碼 |
| 30 | WMB | Williams Cos Inc | 0% | -2.26% | 減碼 |
| 31 | MO | Altria Group Inc | 0% | +32.37% | 加碼 |
| 32 | MPC | Marathon Petroleum CORP | 0% | -0.31% | 減碼 |
| 33 | NEE | Nextera Energy Inc | 0% | +17.63% | 加碼 |
| 34 | PWR | Quanta Services Inc | 0% | +8.11% | 加碼 |
| 35 | DELL | Dell Technologies -c | 0% | +14.69% | 加碼 |
| 36 | LMT | Lockheed Martin CORP | 0% | +12.03% | 加碼 |
| 37 | DUK | Duke Energy CORP | 0% | +31.05% | 加碼 |
| 38 | PFE | Pfizer Inc | 0% | +41.30% | 加碼 |
| 39 | TER | Teradyne Inc | 0% | -3.91% | 減碼 |
| 40 | HON | Honeywell International Inc | 0% | +18.08% | 加碼 |
| 41 | SLB | Slb LTD | 0% | +7.00% | 加碼 |
| 42 | BSCW | Invesco Bulletshares 2032 Cb | 0% | +20.90% | 加碼 |
| 43 | GLW | Corning Inc | 0% | -22.05% | 減碼 |
| 44 | GILD | Gilead Sciences Inc | 0% | +10.83% | 加碼 |
| 45 | PM | Philip Morris International | 0% | +14.95% | 加碼 |
| 46 | AMGN | Amgen Inc | 0% | +11.92% | 加碼 |
| 47 | STX | Seagate Technology Holdings plc | 0% | +7.56% | 加碼 |
| 48 | WELL | Welltower Inc | 0% | +28.91% | 加碼 |
| 49 | AMD | Advanced Micro Devices | 0% | +29.24% | 加碼 |
| 50 | CTVA | Corteva Inc | 0% | -1.01% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Everpar Advisors LLC 在 Q1 2026 季度的美股持倉總市值約為 US$3.5億，共申報了 282 個公開持股部位。
在 Q1 2026 季度，Everpar Advisors LLC 按市值排列的前三大核心持股分別為：IVV (6.5%)、NVDA (4.4%)、AAPL (4.2%)。其中最大持股部位 IVV 佔據整體投資組合約 6.5% 的權重。
在 Q1 2026 季度中，Everpar Advisors LLC 共進行了 199 項持倉異動，包含新建倉 38 個部位、加碼 91 個部位、減碼 46 個部位以及清倉 24 個部位。 其中最大新建倉標的為 IJS。 本季清倉部位包含 AZNN。
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。