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: 0001358828
申報總市值
US$5.1億
US$5.1億
142 檔
25.4%
在 Q1 2026 的 13F 官方備案中，Financial Sense Advisors, Inc. 管理的美股投資組合規模來到 US$5.1億，整體持股檔數為 142 檔。
觀察 Q1 2026 的資金脈絡，Financial Sense Advisors, Inc. 在獲利結算 34 檔個股的同時，將資本重新部署至 28 檔新選標的，展現主動管理機構的輪動節奏。
從部位權重觀察，前 5 大標的（包含 VOO, BA 6 10-15-27, EMB）累計市值佔比達 25.4%，是驅動 Financial Sense Advisors, Inc. 該季度整體投資組合績效表現的核心支柱。
| # | 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 7.22% | +0.66% | -1.82% | |
| 2 | BA 6 10-15-27債券 | Boeing Co/the | 債券 | 5.31% | -0.16% | +170.57% | |
| 3 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 5.02% | +1.41% | — | |
| 4 | NEE 7.234 11-01-27債券 | Nextera Energy Inc | 債券 | 4.36% | -0.15% | -5.19% | |
| 5 | FCX | Freeport-mcmoran Inc | 股票-原物料 | 4.27% | +0.34% | -16.32% | |
| 6 | NOG 3.625 04-15-29債券 | Northern Oil & Gas Inc | 債券 | 4.23% | +0.27% | — | |
| 7 | TSLA | Tesla Inc | 股票-循環性消費 | 4.05% | +0.38% | -13.27% | |
| 8 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 4.00% | -0.61% | -37.30% | |
| 9 | PAAS | Pan American Silver CORP | 股票-原物料 | 2.84% | -1.44% | -39.19% | |
| 10 | HPE 7.625 09-01-27債券 | Hp Enterprise Co | 債券 | 2.80% | -2.62% | -22.98% | |
| 11 | PSLV | Sprott Physical Silver Trust | 股票-其他 | 2.45% | -1.77% | +320.87% | |
| 12 | GEV | GE Vernova Inc | 股票-工業 | 2.43% | -2.26% | +312.75% | |
| 13 | NTR | Nutrien LTD | 股票-原物料 | 2.21% | -0.38% | +13.66% | |
| 14 | XYZ 0 05-01-26債券 | Block Inc | 債券 | 1.71% | -1.71% | EXIT | |
| 15 | NEM | Newmont CORP | 股票-原物料 | 1.69% | -1.57% | -37.40% | |
| 16 | BP | Bp Plc-spons Adr | 股票-能源 | 1.52% | -1.28% | -72.36% | |
| 17 | WPM | Wheaton Precious Metals CORP | 股票-原物料 | 1.49% | -0.80% | -0.27% | |
| 18 | AEM | Agnico Eagle Mines LTD | 股票-原物料 | 1.48% | -0.40% | +0.75% | |
| 19 | IAU | Ishares Gold Trust | ETF-避險與商品 | 1.44% | -0.46% | +21.98% | |
| 20 | AA | Alcoa CORP | 股票-原物料 | 1.26% | -0.29% | -41.38% | |
| 21 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.22% | +0.03% | -19.30% | |
| 22 | GLW | Corning Inc | 股票-科技 | 1.17% | -0.43% | — | |
| 23 | AMLP | Alerian Mlp ETF | ETF-其他 | 1.15% | -0.05% | +52.41% | |
| 24 | HESM | Hess Midstream LP - Class A | 股票-其他 | 1.15% | -0.08% | +80.90% | |
| 25 | NKE | Nike Inc -cl B | 股票-循環性消費 | 1.15% | -0.52% | +13.32% | |
| 26 | ORLA | Orla Mining LTD | 股票-其他 | 1.12% | -1.12% | EXIT | |
| 27 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.12% | -0.09% | +0.06% | |
| 28 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.12% | -0.28% | -1.64% | |
| 29 | CDE | Coeur Mining Inc | 股票-原物料 | 1.05% | -1.05% | EXIT | |
| 30 | XOM | Exxon Mobil CORP | 股票-能源 | 1.04% | +0.65% | -32.90% | |
| 31 | AWK | American Water Works Co Inc | 股票-公用事業 | 1.01% | -0.09% | — | |
| 32 | TEVA | Teva Pharmaceutical-sp Adr | 股票-醫療保健 | 1.01% | +0.08% | -78.01% | |
| 33 | XLE | Ss Energy Select Sector | ETF-其他 | 0.97% | -0.16% | +1.01% | |
| 34 | MSFT | Microsoft CORP | 股票-科技 | 0.91% | +1.09% | +21.19% | |
| 35 | AMGN | Amgen Inc | 股票-醫療保健 | 0.79% | +0.19% | +5.48% | |
| 36 | IVZ | Invesco Ltd. | 股票-金融 | 0.78% | -0.78% | EXIT | |
| 37 | FCG | First Trust Natural Gas ETF | ETF-其他 | 0.75% | -0.15% | -76.00% | |
| 38 | B | Barrick Mining CORP | 股票-原物料 | 0.75% | -0.06% | -33.83% | |
| 39 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密貨幣 | 0.70% | -0.01% | -82.06% | |
| 40 | QCOM | Qualcomm Inc | 股票-科技 | 0.68% | +0.31% | +32.67% | |
| 41 | WHR | Whirlpool CORP | 股票-循環性消費 | 0.66% | -0.21% | +48.73% | |
| 42 | BWXT | Bwx Technologies Inc | 股票-工業 | 0.66% | -0.08% | +2.01% | |
| 43 | LNG | Cheniere Energy Inc | 股票-能源 | 0.63% | +0.07% | +0.18% | |
| 44 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.50% | -0.50% | EXIT | |
| 45 | UUUU | Energy Fuels Inc | 股票-能源 | 0.49% | -0.44% | — | |
| 46 | SHLD | Global X Defense Tech ETF | ETF-科技型 | 0.48% | -0.14% | +0.56% | |
| 47 | AAPL | Apple Inc | 股票-科技 | 0.47% | +0.02% | -0.10% | |
| 48 | DOW | Dow Inc | 股票-原物料 | 0.45% | -0.33% | +291.76% | |
| 49 | COP | Conocophillips | 股票-能源 | 0.43% | +0.96% | +0.66% | |
| 50 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.42% | +0.08% | +454.12% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BA 6 10-15-27債券 | Boeing Co/the | +3.4% | +170.57% | 加碼 |
| 2 | GEV | GE Vernova Inc | +2% | +312.75% | 加碼 |
| 3 | PSLV | Sprott Physical Silver Trust | +1.9% | +320.87% | 加碼 |
| 4 | NTR | Nutrien LTD | +0.8% | +13.66% | 加碼 |
| 5 | ORLA | Orla Mining LTD | +0.8% | +134.07% | 加碼 |
| 6 | HESM | Hess Midstream LP - Class A | +0.6% | +80.90% | 加碼 |
| 7 | AMLP | Alerian Mlp ETF | +0.5% | +52.41% | 加碼 |
| 8 | NEE 7.234 11-01-27債券 | Nextera Energy Inc | +0.5% | -5.19% | 減碼 |
| 9 | IAU | Ishares Gold Trust | +0.5% | +21.98% | 加碼 |
| 10 | DOW | Dow Inc | +0.4% | +291.76% | 加碼 |
| 11 | AEM | Agnico Eagle Mines LTD | +0.4% | +0.75% | 加碼 |
| 12 | IWO | Ishares Russell 2000 Growth | +0.4% | +454.12% | 加碼 |
| 13 | XLE | Ss Energy Select Sector | +0.3% | +1.01% | 加碼 |
| 14 | PHYS | Sprott Physical Gold Trust | +0.3% | +268.87% | 加碼 |
| 15 | FCX | Freeport-mcmoran Inc | +0.3% | -16.32% | 減碼 |
| 16 | WPM | Wheaton Precious Metals CORP | +0.3% | -0.27% | 減碼 |
| 17 | VOO | Vanguard S&p 500 ETF | +0.3% | -1.82% | 減碼 |
| 18 | CDE | Coeur Mining Inc | +0.3% | +13.32% | 加碼 |
| 19 | NEE | Nextera Energy Inc | +0.3% | +0.06% | 加碼 |
| 20 | LNG | Cheniere Energy Inc | +0.2% | +0.18% | 加碼 |
| 21 | TRX | Trx Gold CORP | +0.2% | +2273.35% | 加碼 |
| 22 | BWXT | Bwx Technologies Inc | +0.2% | +2.01% | 加碼 |
| 23 | AMGN | Amgen Inc | +0.2% | +5.48% | 加碼 |
| 24 | COP | Conocophillips | +0.2% | +0.66% | 加碼 |
| 25 | WHR | Whirlpool CORP | +0.1% | +48.73% | 加碼 |
| 26 | SHLD | Global X Defense Tech ETF | +0.1% | +0.56% | 加碼 |
| 27 | QCOM | Qualcomm Inc | +0.1% | +32.67% | 加碼 |
| 28 | EQT | Eqt CORP | +0.1% | +0.22% | 加碼 |
| 29 | HON | Honeywell International Inc | +0.1% | +4.82% | 加碼 |
| 30 | NKE | Nike Inc -cl B | +0.1% | +13.32% | 加碼 |
| 31 | XOM | Exxon Mobil CORP | +0.1% | -32.90% | 減碼 |
| 32 | VLO | Valero Energy CORP | 0% | — | 不變 |
| 33 | VSAT | Viasat Inc | 0% | +1.60% | 加碼 |
| 34 | XLI | Ss Industrial Select Sector | 0% | -2.68% | 減碼 |
| 35 | MRK | Merck & Co. Inc. | 0% | -19.30% | 減碼 |
| 36 | T | At&t Inc | 0% | +0.10% | 加碼 |
| 37 | PBT | Permian Basin Royalty Trust | 0% | — | 不變 |
| 38 | GLD | Spdr Gold Shares | 0% | -0.70% | 減碼 |
| 39 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | 0% | +3.26% | 加碼 |
| 40 | SLV | Ishares Silver Trust | 0% | -6.37% | 減碼 |
| 41 | MSFT | Microsoft CORP | 0% | +21.19% | 加碼 |
| 42 | IVZ | Invesco Ltd. | 0% | +0.07% | 加碼 |
| 43 | AAPL | Apple Inc | 0% | -0.10% | 減碼 |
| 44 | APUE | Activepassive US Equity ETF | 0% | -0.08% | 減碼 |
| 45 | JEPQ | JPM Nasdaq Equity Premium | 0% | +21.04% | 加碼 |
| 46 | WMT | Walmart Inc | 0% | +0.03% | 加碼 |
| 47 | NVDA | Nvidia CORP | 0% | +2.91% | 加碼 |
| 48 | D | Dominion Energy Inc | 0% | +0.13% | 加碼 |
| 49 | EUAD | Select Stoxx Eur Aer De ETF | 0% | +2.10% | 加碼 |
| 50 | USMV | Ishares Msci USA Min Vol Fac | 0% | +0.30% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Financial Sense Advisors, Inc. 在 Q1 2026 季度的美股持倉總市值約為 US$5.1億，共申報了 142 個公開持股部位。
在 Q1 2026 季度，Financial Sense Advisors, Inc. 按市值排列的前三大核心持股分別為：VOO (7.2%)、BA 6 10-15-27 (5.3%)、EMB (5.0%)。其中最大持股部位 VOO 佔據整體投資組合約 7.2% 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
EMB
市值: US$2475.6萬
本季最大獲利了結 / 清倉標的
ALB 7.25 03-01-27
前期市值: US$1397.8萬
在 Q1 2026 季度中，Financial Sense Advisors, Inc. 共進行了 167 項持倉異動，包含新建倉 28 個部位、加碼 52 個部位、減碼 53 個部位以及清倉 34 個部位。 其中最大新建倉標的為 EMB。 本季清倉部位包含 ALB 7.25 03-01-27。
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。