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: 0002020280
申報總市值
US$4.0億
US$4.0億
179 檔
38.6%
根據最新整理的 13F 季度數據集，Fiduciary Family Office, LLC 於 Q1 2026 結束時的管理資產規模為 US$4.0億。該機構在本季度申報了 179 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q1 2026，Fiduciary Family Office, LLC 操作展現出積極擴展與加碼意向。本季共新建倉 18 個新部位，並對 88 個既有持股進行加碼（合計增持 106 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, NVDA, JEPI）占據了總市值的 38.6%，展現出該機構在 Q1 2026 的重點資金聚焦與風險分佈特徵。
| # | 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 | 32.29% | +0.29% | +1.15% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 3.81% | +0.15% | +18.08% | |
| 3 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 2.81% | -0.60% | -5.72% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.77% | +0.15% | +2.70% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.29% | -0.04% | +15.83% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.98% | +0.52% | +40.53% | |
| 7 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.59% | +0.25% | +113.13% | |
| 8 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.38% | -0.35% | +51.81% | |
| 9 | AVGO | Broadcom Inc | 股票-科技 | 1.30% | +0.20% | +14.05% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.23% | +0.02% | +2.78% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.16% | -0.10% | +16.92% | |
| 12 | VTV | Vanguard Value ETF | ETF-其他 | 1.15% | -0.43% | +0.28% | |
| 13 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.07% | -0.12% | +65.61% | |
| 14 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.06% | -0.01% | — | |
| 15 | AXP | American Express Co | 股票-金融 | 1.05% | +0.04% | +36.67% | |
| 16 | LRCX | Lam Research CORP | 股票-科技 | 1.00% | +0.92% | -0.95% | |
| 17 | PM | Philip Morris International | 股票-非循環性消費 | 0.90% | -0.07% | +19.40% | |
| 18 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.88% | -0.01% | +42.96% | |
| 19 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.88% | +0.11% | +39.35% | |
| 20 | WFC | Wells Fargo & Co | 股票-金融 | 0.86% | -0.08% | +8.48% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 0.85% | -0.06% | -8.09% | |
| 22 | ORCL | Oracle CORP | 股票-科技 | 0.73% | — | +42.32% | |
| 23 | VRT | Vertiv Holdings Co-a | 股票-工業 | 0.73% | +0.05% | -0.76% | |
| 24 | PH | Parker Hannifin CORP | 股票-工業 | 0.69% | +0.07% | +13.10% | |
| 25 | FXF | Invesco Currencyshares Swiss | ETF-其他 | 0.69% | -0.09% | — | |
| 26 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.69% | +0.01% | — | |
| 27 | CSCO | Cisco Systems Inc | 股票-科技 | 0.68% | +0.33% | +3.87% | |
| 28 | BAC | Bank Of America CORP | 股票-金融 | 0.64% | +0.09% | +25.32% | |
| 29 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.63% | -0.09% | -6.80% | |
| 30 | MCK | Mckesson CORP | 股票-醫療保健 | 0.62% | -0.14% | +8.43% | |
| 31 | IBKR | Interactive Brokers Gro-cl A | 股票-金融 | 0.61% | +0.07% | -6.83% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.61% | -0.02% | +4.88% | |
| 33 | QSR | Restaurant Brands Intern | 股票-循環性消費 | 0.58% | -0.03% | +21.46% | |
| 34 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.58% | -0.16% | +170.83% | |
| 35 | XOM | Exxon Mobil CORP | 股票-能源 | 0.56% | -0.56% | EXIT | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.56% | +0.01% | +0.46% | |
| 37 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.54% | -0.02% | +2.33% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.54% | — | -18.36% | |
| 39 | WMT | Walmart Inc | 股票-非循環性消費 | 0.53% | -0.12% | -30.74% | |
| 40 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.52% | -0.15% | -1.58% | |
| 41 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.51% | -0.09% | +0.11% | |
| 42 | TMUS | T-mobile US Inc | 股票-通訊服務 | 0.49% | -0.36% | +9.88% | |
| 43 | ADI | Analog Devices Inc | 股票-科技 | 0.49% | +0.08% | +8.14% | |
| 44 | LIN | Linde plc | 股票-原物料 | 0.49% | — | +40.15% | |
| 45 | SPGI | S&p Global Inc | 股票-金融 | 0.46% | -0.12% | +218.49% | |
| 46 | CNP | Centerpoint Energy Inc | 股票-公用事業 | 0.45% | +0.01% | +2.15% | |
| 47 | CAT | Caterpillar Inc | 股票-工業 | 0.45% | +0.15% | +0.50% | |
| 48 | IQV | Iqvia Holdings Inc | 股票-醫療保健 | 0.45% | +0.14% | +14.43% | |
| 49 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.42% | +0.20% | +80.26% | |
| 50 | BSX | Boston Scientific CORP | 股票-醫療保健 | 0.40% | -0.03% | +133.27% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | +0.7% | +113.13% | 加碼 |
| 2 | GLD | Spdr Gold Shares | +0.5% | +51.81% | 加碼 |
| 3 | JNJ | Johnson & Johnson | +0.5% | +65.61% | 加碼 |
| 4 | AMZN | Amazon.com Inc | +0.4% | +40.53% | 加碼 |
| 5 | PG | Procter & Gamble Co/the | +0.4% | +170.83% | 加碼 |
| 6 | NVDA | Nvidia CORP | +0.3% | +18.08% | 加碼 |
| 7 | XOM | Exxon Mobil CORP | +0.3% | +62.13% | 加碼 |
| 8 | HSY | Hershey Co/the | +0.3% | +300.00% | 加碼 |
| 9 | SPGI | S&p Global Inc | +0.3% | +218.49% | 加碼 |
| 10 | VRT | Vertiv Holdings Co-a | +0.3% | -0.76% | 減碼 |
| 11 | ABBV | Abbvie Inc | +0.2% | +42.96% | 加碼 |
| 12 | CCL1EUR | Carnival CORP LTD | +0.2% | +259.11% | 加碼 |
| 13 | LRCX | Lam Research CORP | +0.2% | -0.95% | 減碼 |
| 14 | GOOG | Alphabet Inc-cl C | +0.2% | +39.35% | 加碼 |
| 15 | LIN | Linde plc | +0.2% | +40.15% | 加碼 |
| 16 | PM | Philip Morris International | +0.2% | +19.40% | 加碼 |
| 17 | PFE | Pfizer Inc | +0.2% | +155.63% | 加碼 |
| 18 | SLB | Slb LTD | +0.2% | +49.39% | 加碼 |
| 19 | DIS | Walt Disney Co/the | +0.1% | +80.26% | 加碼 |
| 20 | BSX | Boston Scientific CORP | +0.1% | +133.27% | 加碼 |
| 21 | QSR | Restaurant Brands Intern | +0.1% | +21.46% | 加碼 |
| 22 | NEE | Nextera Energy Inc | +0.1% | +34.07% | 加碼 |
| 23 | FANG | Diamondback Energy Inc | +0.1% | +20.62% | 加碼 |
| 24 | MS | Morgan Stanley | +0.1% | +89.43% | 加碼 |
| 25 | AXP | American Express Co | +0.1% | +36.67% | 加碼 |
| 26 | ALL | Allstate CORP | +0.1% | +68.16% | 加碼 |
| 27 | ADI | Analog Devices Inc | +0.1% | +8.14% | 加碼 |
| 28 | AMT | American Tower CORP | +0.1% | +41.34% | 加碼 |
| 29 | DAL | Delta Air Lines Inc | +0.1% | +37.02% | 加碼 |
| 30 | TJX | Tjx Companies Inc | +0.1% | +34.34% | 加碼 |
| 31 | CSX | Csx CORP | +0.1% | +52.11% | 加碼 |
| 32 | PH | Parker Hannifin CORP | +0.1% | +13.10% | 加碼 |
| 33 | CAT | Caterpillar Inc | +0.1% | +0.50% | 加碼 |
| 34 | KO | Coca-cola Co/the | +0.1% | +16.36% | 加碼 |
| 35 | MCK | Mckesson CORP | +0.1% | +8.43% | 加碼 |
| 36 | LHX | L3harris Technologies Inc | +0.1% | +10.76% | 加碼 |
| 37 | TT | Trane Technologies plc | +0.1% | +35.54% | 加碼 |
| 38 | COST | Costco Wholesale CORP | +0.1% | +0.11% | 加碼 |
| 39 | BAC | Bank Of America CORP | +0.1% | +25.32% | 加碼 |
| 40 | EOG | Eog Resources Inc | +0.1% | +39.93% | 加碼 |
| 41 | TXN | Texas Instruments Inc | +0.1% | +27.61% | 加碼 |
| 42 | MCD | Mcdonald's CORP | +0.1% | +43.43% | 加碼 |
| 43 | CNP | Centerpoint Energy Inc | +0.1% | +2.15% | 加碼 |
| 44 | TMUS | T-mobile US Inc | +0.1% | +9.88% | 加碼 |
| 45 | MPC | Marathon Petroleum CORP | +0.1% | +16.68% | 加碼 |
| 46 | MA | Mastercard Inc - A | +0.1% | +35.04% | 加碼 |
| 47 | ETN | Eaton Corporation plc | +0.1% | +56.62% | 加碼 |
| 48 | LOW | Lowe's Cos Inc | +0.1% | +24.48% | 加碼 |
| 49 | CZR | Caesars Entertainment Inc | +0.1% | +43.78% | 加碼 |
| 50 | UNH | Unitedhealth Group Inc | +0.1% | +95.00% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Fiduciary Family Office, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$4.0億，共申報了 179 個公開持股部位。
在 Q1 2026 季度，Fiduciary Family Office, LLC 按市值排列的前三大核心持股分別為：AAPL (32.3%)、NVDA (3.8%)、JEPI (2.8%)。其中最大持股部位 AAPL 佔據整體投資組合約 32.3% 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
FXF
市值: US$242.5萬
本季最大獲利了結 / 清倉標的
JIVE
前期市值: US$947.3萬
在 Q1 2026 季度中，Fiduciary Family Office, LLC 共進行了 182 項持倉異動，包含新建倉 18 個部位、加碼 88 個部位、減碼 54 個部位以及清倉 22 個部位。 其中最大新建倉標的為 FXF。 本季清倉部位包含 JIVE。
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。