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: 0001954805
申報總市值
US$14.8億
US$14.8億
547 檔
15.1%
Q1 2026 季度申報顯示，Fiduciary Alliance LLC 揭露的美股組合總市值為 US$14.8億，涵蓋 547 個不同之權益投資部位。
在 Q1 2026，Fiduciary Alliance LLC 操作展現出積極擴展與加碼意向。本季共新建倉 31 個新部位，並對 92 個既有持股進行加碼（合計增持 123 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 AAPL, MSFT, NVDA）占據了總市值的 15.1%，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 547 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 | AAPL | Apple Inc | 股票-科技 | 3.72% | -0.31% | -4.38% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 2.87% | -0.65% | -0.54% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 2.41% | -0.32% | -1.61% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.30% | -0.49% | -3.95% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.20% | +0.03% | -12.05% | |
| 6 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 2.16% | +0.60% | +895.84% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.75% | -0.48% | -49.76% | |
| 8 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 1.75% | +0.15% | +7.69% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.56% | -0.34% | -5.83% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.54% | +0.39% | +18.90% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.42% | -0.21% | -12.35% | |
| 12 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 1.32% | -0.88% | +9.83% | |
| 13 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.16% | -0.08% | -10.99% | |
| 14 | COP | Conocophillips | 股票-能源 | 1.07% | -0.07% | -12.55% | |
| 15 | INTC | Intel CORP | 股票-科技 | 1.07% | -0.91% | +4.39% | |
| 16 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.02% | +0.16% | -4.22% | |
| 17 | CPS | Cooper-standard Holding | 股票-其他 | 0.93% | -0.37% | +0.52% | |
| 18 | MS | Morgan Stanley | 股票-金融 | 0.92% | +0.14% | -19.08% | |
| 19 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.89% | -0.13% | +0.76% | |
| 20 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.86% | -0.33% | +62.68% | |
| 21 | CVX | Chevron CORP | 股票-能源 | 0.86% | -0.60% | +268.50% | |
| 22 | WWJD | Inspire International ETF | ETF-其他 | 0.83% | +0.09% | -1.42% | |
| 23 | WMT | Walmart Inc | 股票-非循環性消費 | 0.82% | -0.04% | -2.61% | |
| 24 | AVGO | Broadcom Inc | 股票-科技 | 0.80% | -0.28% | -3.57% | |
| 25 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密貨幣 | 0.78% | -0.56% | -5.75% | |
| 26 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.77% | +0.11% | +0.87% | |
| 27 | SCHR | Schwab Intermediate-term US | ETF-其他 | 0.76% | +0.09% | +13.12% | |
| 28 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.73% | -0.23% | +306.41% | |
| 29 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.73% | +0.29% | -0.35% | |
| 30 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.71% | -0.03% | +18.05% | |
| 31 | TSLA | Tesla Inc | 股票-循環性消費 | 0.71% | -0.47% | -9.06% | |
| 32 | VFC | Vf CORP | 股票-循環性消費 | 0.70% | -0.14% | -8.91% | |
| 33 | SGOL | Abrdn Physical Gold Shares | ETF-避險與商品 | 0.69% | -0.20% | -2.55% | |
| 34 | OSCR | Oscar Health Inc - Class A | 股票-醫療保健 | 0.67% | -0.01% | +9.78% | |
| 35 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.64% | +0.03% | -9.50% | |
| 36 | ETN | Eaton Corporation plc | 股票-工業 | 0.64% | +0.05% | -14.85% | |
| 37 | HD | Home Depot Inc | 股票-循環性消費 | 0.64% | +0.01% | -20.43% | |
| 38 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.63% | +0.13% | -1.75% | |
| 39 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.62% | -0.30% | -14.78% | |
| 40 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-其他 | 0.62% | +0.15% | +3.77% | |
| 41 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.62% | +0.15% | +36.32% | |
| 42 | AMGN | Amgen Inc | 股票-醫療保健 | 0.62% | +0.01% | +6.19% | |
| 43 | PWR | Quanta Services Inc | 股票-工業 | 0.62% | -0.19% | -12.16% | |
| 44 | PFE | Pfizer Inc | 股票-醫療保健 | 0.60% | +0.09% | +117.49% | |
| 45 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.59% | +0.36% | +5.22% | |
| 46 | PYLD | Pimco Multisector Bond Actv | ETF-其他 | 0.59% | +0.13% | +34.47% | |
| 47 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.59% | -0.05% | +0.36% | |
| 48 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.57% | +0.12% | +1.94% | |
| 49 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.57% | +0.07% | +1.93% | |
| 50 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.52% | +0.13% | +44.92% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +1.9% | +895.84% | 加碼 |
| 2 | CVX | Chevron CORP | +0.7% | +268.50% | 加碼 |
| 3 | SGOV | Ishares 0-3 Month Treasury B | +0.5% | +306.41% | 加碼 |
| 4 | INTC | Intel CORP | +0.4% | +4.39% | 加碼 |
| 5 | PFE | Pfizer Inc | +0.3% | +117.49% | 加碼 |
| 6 | PZZA | Papa John's Intl Inc | +0.3% | +2414.95% | 加碼 |
| 7 | IJR | Ishares Core S&p Small-cap E | +0.3% | +18.90% | 加碼 |
| 8 | XBI | Ss Spdr S&p Biotech ETF | +0.3% | +1002.72% | 加碼 |
| 9 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.2% | +36.32% | 加碼 |
| 10 | UTHR | United Therapeutics CORP | +0.2% | +1006.95% | 加碼 |
| 11 | PYPL | Paypal Holdings Inc | +0.2% | +62.68% | 加碼 |
| 12 | PAAA | Pgim Aaa Clo ETF | +0.2% | +297.32% | 加碼 |
| 13 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.2% | +7.69% | 加碼 |
| 14 | CTA | Simplify Managed Futures St | +0.2% | +149.06% | 加碼 |
| 15 | WY | Weyerhaeuser Co | +0.2% | +106.47% | 加碼 |
| 16 | COWZ | Pacer US Cash Cows 100 ETF | +0.1% | +44.92% | 加碼 |
| 17 | SPHQ | Invesco S&p 500 Quality ETF | +0.1% | +81.66% | 加碼 |
| 18 | NKE | Nike Inc -cl B | +0.1% | +1438.69% | 加碼 |
| 19 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +18.05% | 加碼 |
| 20 | VUG | Vanguard Growth ETF | +0.1% | +41.57% | 加碼 |
| 21 | PYLD | Pimco Multisector Bond Actv | +0.1% | +34.47% | 加碼 |
| 22 | SWK | Stanley Black & Decker Inc | +0.1% | +465.35% | 加碼 |
| 23 | FCX | Freeport-mcmoran Inc | +0.1% | +371.11% | 加碼 |
| 24 | ZETA | Zeta Global Holdings Corp-a | +0.1% | +81.55% | 加碼 |
| 25 | NOV | Nov Inc | +0.1% | +32.11% | 加碼 |
| 26 | BAX | Baxter International Inc | +0.1% | +95.56% | 加碼 |
| 27 | QXO | Qxo Inc | +0.1% | +53.12% | 加碼 |
| 28 | GRAB | Grab Holdings Limited | +0.1% | +111.53% | 加碼 |
| 29 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -0.35% | 減碼 |
| 30 | MLPX | Global X Mlp & Energy Infras | +0.1% | +12.59% | 加碼 |
| 31 | CRK | Comstock Resources Inc | +0.1% | +254.21% | 加碼 |
| 32 | PWR | Quanta Services Inc | +0.1% | -12.16% | 減碼 |
| 33 | FXU | First Trust Utilities Alphad | +0.1% | +44.38% | 加碼 |
| 34 | CCI | Crown Castle Inc | +0.1% | +110.26% | 加碼 |
| 35 | GRID | First Trst Nasd Cl Edg Sgiif | +0.1% | +3.77% | 加碼 |
| 36 | XOM | Exxon Mobil CORP | +0.1% | +3.43% | 加碼 |
| 37 | NANR | Sta Str Sp S&p Nor An Res-ui | +0.1% | +7.78% | 加碼 |
| 38 | GLW | Corning Inc | +0.1% | -3.63% | 減碼 |
| 39 | GXO | Gxo Logistics Inc | +0.1% | +286.82% | 加碼 |
| 40 | CAT | Caterpillar Inc | +0.1% | +47.39% | 加碼 |
| 41 | OSCR | Oscar Health Inc - Class A | +0.1% | +9.78% | 加碼 |
| 42 | CASY | Casey's General Stores Inc | +0.1% | +3.15% | 加碼 |
| 43 | JPIE | Jpmorgan Income ETF | +0.1% | +29.85% | 加碼 |
| 44 | MELI | Mercadolibre Inc | +0.1% | +97.41% | 加碼 |
| 45 | AMAT | Applied Materials Inc | +0.1% | +7.05% | 加碼 |
| 46 | SPGI | S&p Global Inc | +0.1% | +210.67% | 加碼 |
| 47 | NEE | Nextera Energy Inc | +0.1% | +0.87% | 加碼 |
| 48 | GEV | GE Vernova Inc | +0.1% | +4.93% | 加碼 |
| 49 | GSLC | Goldman Activebeta US Lc ETF | +0.1% | +57.16% | 加碼 |
| 50 | PTL | Inspire 500 ETF | +0.1% | +60.82% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Fiduciary Alliance LLC 在 Q1 2026 季度的美股持倉總市值約為 US$14.8億，共申報了 547 個公開持股部位。
在 Q1 2026 季度，Fiduciary Alliance LLC 按市值排列的前三大核心持股分別為：AAPL (3.7%)、MSFT (2.9%)、NVDA (2.4%)。其中最大持股部位 AAPL 佔據整體投資組合約 3.7% 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
XRAY
市值: US$460.7萬
本季最大獲利了結 / 清倉標的
BAM
前期市值: US$205.8萬
在 Q1 2026 季度中，Fiduciary Alliance LLC 共進行了 199 項持倉異動，包含新建倉 31 個部位、加碼 92 個部位、減碼 65 個部位以及清倉 11 個部位。 其中最大新建倉標的為 XRAY。 本季清倉部位包含 BAM。
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。