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: 0002111131
申報總市值
US$16.4億
US$16.4億
994 檔
18.7%
在 Q1 2026 申報期間，Evolve Private Wealth, LLC（CIK: 0002111131）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$16.4億，共持有 994 個公開申報部位。
Evolve Private Wealth, LLC 於 Q1 2026 展現出進攻型調倉步調，本季推動了 40 檔股票的新建倉與 86 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。
在資產配置集中度方面，Evolve Private Wealth, LLC 的前 5 大核心持股（包含 SGOV, AAPL, NVDA 等）合計佔整體申報市值的 18.7%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 994 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 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 4.48% | -4.13% | +27.08% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.07% | -1.25% | +10.82% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 2.63% | +0.38% | +12.80% | |
| 4 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 2.60% | +0.52% | +12.85% | |
| 5 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-其他 | 2.55% | +0.57% | +11.55% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.30% | +0.39% | -1.95% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 1.94% | -0.25% | +25.79% | |
| 8 | VCRB | Vanguard Core Bond ETF | ETF-其他 | 1.93% | +0.43% | — | |
| 9 | BND | Vanguard Total Bond Market | ETF-其他 | 1.88% | +0.16% | -17.42% | |
| 10 | ISCF | Ishares International Small | ETF-其他 | 1.45% | +0.37% | +5.03% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.45% | +0.38% | +4.78% | |
| 12 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.27% | -0.22% | +11.41% | |
| 13 | EMGF | Ishares Emerging Markets Equ | ETF-新興市場 | 1.17% | +0.50% | +4.00% | |
| 14 | IAU | Ishares Gold Trust | ETF-避險與商品 | 1.13% | +0.10% | -7.60% | |
| 15 | CGCP | Cap Group Core Plus Income | ETF-其他 | 1.10% | +0.21% | +20.80% | |
| 16 | AVGO | Broadcom Inc | 股票-科技 | 1.05% | +0.06% | +8.98% | |
| 17 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.87% | -0.08% | +10.33% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.82% | -0.24% | +71.47% | |
| 19 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.77% | -0.21% | +19.01% | |
| 20 | MFEM | Pimco Rafi Dynamic Multi-fac | ETF-其他 | 0.75% | +0.26% | +2.11% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.73% | -0.04% | -6.67% | |
| 22 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.69% | +0.10% | +24.08% | |
| 23 | XOM | Exxon Mobil CORP | 股票-能源 | 0.66% | -0.66% | EXIT | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.66% | -0.42% | +185.43% | |
| 25 | SMLF | Ishares US Smallcap Equity F | ETF-其他 | 0.59% | +0.22% | -1.88% | |
| 26 | GM | General Motors Co | 股票-循環性消費 | 0.57% | +0.07% | -10.33% | |
| 27 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.56% | -0.07% | +5.73% | |
| 28 | TSLA | Tesla Inc | 股票-循環性消費 | 0.55% | -0.13% | -25.63% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.54% | -0.23% | +12.65% | |
| 30 | WMT | Walmart Inc | 股票-非循環性消費 | 0.52% | -0.16% | -11.45% | |
| 31 | LRCX | Lam Research CORP | 股票-科技 | 0.46% | +0.51% | -3.73% | |
| 32 | TAFI | AB Tax Aware Short Dur Muni | ETF-其他 | 0.43% | -0.42% | — | |
| 33 | LRGF | Ishares US Equity Factor ETF | ETF-其他 | 0.42% | +0.14% | -1.18% | |
| 34 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.41% | — | +7.21% | |
| 35 | UTHR | United Therapeutics CORP | 股票-醫療保健 | 0.41% | +0.01% | -7.90% | |
| 36 | IBM | Intl Business Machines CORP | 股票-科技 | 0.41% | -0.27% | +4.12% | |
| 37 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.39% | +0.03% | +44.73% | |
| 38 | VPLS | Vanguard Core-plus Bond ETF | ETF-其他 | 0.39% | +0.05% | — | |
| 39 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.39% | -0.16% | -21.40% | |
| 40 | KLAC | Kla CORP | 股票-科技 | 0.38% | +0.45% | -15.15% | |
| 41 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.36% | +0.08% | +12.24% | |
| 42 | CSCO | Cisco Systems Inc | 股票-科技 | 0.36% | +0.05% | +6.69% | |
| 43 | COF | Capital One Financial CORP | 股票-金融 | 0.36% | +0.05% | -15.38% | |
| 44 | JBL | Jabil Inc | 股票-科技 | 0.35% | +0.22% | -14.85% | |
| 45 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.34% | +0.13% | -1.79% | |
| 46 | VUG | Vanguard Growth ETF | ETF-其他 | 0.34% | -0.33% | +895.70% | |
| 47 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.34% | +0.01% | +1.37% | |
| 48 | AXP | American Express Co | 股票-金融 | 0.33% | -0.01% | +4.60% | |
| 49 | CGGR | Cap Group Growth Equity | ETF-其他 | 0.33% | +0.13% | -1.68% | |
| 50 | BINV | Brandes International ETF | ETF-其他 | 0.32% | +0.07% | -2.52% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | +0.6% | +27.08% | 加碼 |
| 2 | IVV | Ishares Core S&p 500 ETF | +0.4% | +185.43% | 加碼 |
| 3 | VUG | Vanguard Growth ETF | +0.3% | +895.70% | 加碼 |
| 4 | EPD | Enterprise Products Partners | +0.3% | +662.02% | 加碼 |
| 5 | VLO | Valero Energy CORP | +0.3% | +419.27% | 加碼 |
| 6 | VTI | Vanguard Total Stock Mkt ETF | +0.3% | +71.47% | 加碼 |
| 7 | XOM | Exxon Mobil CORP | +0.2% | +8.69% | 加碼 |
| 8 | CVX | Chevron CORP | +0.2% | +78.22% | 加碼 |
| 9 | MU | Micron Technology Inc | +0.1% | +77.99% | 加碼 |
| 10 | EXPE | Expedia Group Inc | +0.1% | +182.21% | 加碼 |
| 11 | OMC | Omnicom Group | +0.1% | +320.24% | 加碼 |
| 12 | MTCH | Match Group Inc | +0.1% | +319.36% | 加碼 |
| 13 | DLTR | Dollar Tree Inc | +0.1% | +1040.51% | 加碼 |
| 14 | FLS | Flowserve CORP | +0.1% | +375.36% | 加碼 |
| 15 | IEMG | Ishares Core Msci Emerging | +0.1% | +24.08% | 加碼 |
| 16 | INGR | Ingredion Inc | +0.1% | +675.35% | 加碼 |
| 17 | VOO | Vanguard S&p 500 ETF | +0.1% | +78.14% | 加碼 |
| 18 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +262.14% | 加碼 |
| 19 | CGCP | Cap Group Core Plus Income | +0.1% | +20.80% | 加碼 |
| 20 | VYM | Vanguard High Dvd Yield ETF | +0.1% | +56.51% | 加碼 |
| 21 | ERIC | Ericsson (lm) Tel-sp Adr | +0.1% | +940.26% | 加碼 |
| 22 | LMT | Lockheed Martin CORP | +0.1% | +62.96% | 加碼 |
| 23 | GEV | GE Vernova Inc | +0.1% | +43.61% | 加碼 |
| 24 | JNJ | Johnson & Johnson | +0.1% | +5.73% | 加碼 |
| 25 | STX | Seagate Technology Holdings plc | +0.1% | +238.21% | 加碼 |
| 26 | PG | Procter & Gamble Co/the | +0.1% | +68.92% | 加碼 |
| 27 | FANG | Diamondback Energy Inc | +0.1% | +202.36% | 加碼 |
| 28 | SU | Suncor Energy Inc | +0.1% | +35.10% | 加碼 |
| 29 | BX | Blackstone Inc | +0.1% | +138.03% | 加碼 |
| 30 | NOC | Northrop Grumman CORP | +0.1% | +153.32% | 加碼 |
| 31 | LRCX | Lam Research CORP | 0% | -3.73% | 減碼 |
| 32 | LLY | Eli Lilly & Co | 0% | +44.73% | 加碼 |
| 33 | FIX | Comfort Systems USA Inc | 0% | +2.01% | 加碼 |
| 34 | NEM | Newmont CORP | 0% | +70.21% | 加碼 |
| 35 | FTI | TechnipFMC plc | 0% | +0.66% | 加碼 |
| 36 | APA | Apa CORP | 0% | +9.87% | 加碼 |
| 37 | IMO | Imperial Oil LTD | 0% | +15.46% | 加碼 |
| 38 | MPC | Marathon Petroleum CORP | 0% | +6.66% | 加碼 |
| 39 | MRK | Merck & Co. Inc. | 0% | +7.21% | 加碼 |
| 40 | NFLX | Netflix Inc | 0% | +31.52% | 加碼 |
| 41 | GD | General Dynamics CORP | 0% | +37.52% | 加碼 |
| 42 | SHEL | Shell Plc-adr | 0% | +16.93% | 加碼 |
| 43 | ASML | ASML Holding N.V. | 0% | +9.76% | 加碼 |
| 44 | HON | Honeywell International Inc | 0% | +56.10% | 加碼 |
| 45 | WDC | Western Digital CORP | 0% | +4.49% | 加碼 |
| 46 | RTX | Rtx CORP | 0% | +31.73% | 加碼 |
| 47 | VRT | Vertiv Holdings Co-a | 0% | +11.21% | 加碼 |
| 48 | XLK | Ss Technology Select Sector | 0% | +66.70% | 加碼 |
| 49 | V | Visa Inc-class A Shares | 0% | +54.12% | 加碼 |
| 50 | T | At&t Inc | 0% | +42.95% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Evolve Private Wealth, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$16.4億，共申報了 994 個公開持股部位。
在 Q1 2026 季度，Evolve Private Wealth, LLC 按市值排列的前三大核心持股分別為：SGOV (4.5%)、AAPL (4.1%)、NVDA (2.6%)。其中最大持股部位 SGOV 佔據整體投資組合約 4.5% 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
VCRB
市值: US$3612.7萬
本季最大獲利了結 / 清倉標的
GU9
前期市值: US$606.4萬
在 Q1 2026 季度中，Evolve Private Wealth, LLC 共進行了 200 項持倉異動，包含新建倉 40 個部位、加碼 86 個部位、減碼 54 個部位以及清倉 20 個部位。 其中最大新建倉標的為 VCRB。 本季清倉部位包含 GU9。
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。