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: 0002101641
申報總市值
US$2.1億
US$2.1億
111 檔
21.1%
截至 Q2 2026 季度末，Finivi Inc. 的美股持倉估值約為 US$2.1億，全數申報部位共有 111 檔。
Q2 2026 的申報記錄反映 Finivi Inc. 的板塊替換策略：機構本季推動了 49 筆增持與 67 筆減持，籌碼呈現明顯的結構重組。
整體而言，Finivi Inc. 的前 5 大持股（包含 TOTL, VCIT, QQQ）貢獻了組合市值的 21.1%，形成該機構在 Q2 2026 季度的基本面基石。
本季最大新建倉標的
XHS
市值: US$353.5萬
本季最大獲利了結 / 清倉標的
XOM
前期市值: US$525.4萬
| # | 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 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 5.29% | -5.29% | EXIT | |
| 2 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 5.22% | -3.00% | -0.02% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 5.20% | -0.30% | -12.45% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.55% | -0.42% | -11.10% | |
| 5 | AVGO | Broadcom Inc | 股票-科技 | 3.46% | -0.44% | -12.65% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 3.30% | +0.26% | -4.23% | |
| 7 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.22% | -0.07% | -1.98% | |
| 8 | LLY | Eli Lilly & Co | 股票-醫療保健 | 3.22% | -0.27% | -3.34% | |
| 9 | WMT | Walmart Inc | 股票-非循環性消費 | 2.84% | -0.37% | -5.96% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 2.83% | +0.21% | +0.19% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 2.62% | +0.79% | +0.41% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.16% | -0.14% | -4.09% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.06% | +0.43% | +0.21% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.05% | -0.09% | +0.69% | |
| 15 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.98% | -0.15% | +2.08% | |
| 16 | XLI | Ss Industrial Select Sector | ETF-其他 | 1.91% | -0.28% | -0.01% | |
| 17 | XHS | Ss Spdr S&p Hc Services ETF | ETF-其他 | 1.81% | -0.09% | — | |
| 18 | C | Citigroup Inc | 股票-金融 | 1.69% | -0.20% | -6.82% | |
| 19 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 1.69% | -0.21% | -0.92% | |
| 20 | VRT | Vertiv Holdings Co-a | 股票-工業 | 1.67% | -0.54% | -28.04% | |
| 21 | NU | Nu Holdings Ltd. | 股票-金融 | 1.61% | -0.18% | -13.37% | |
| 22 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.51% | -0.27% | +0.75% | |
| 23 | AMAT | Applied Materials Inc | 股票-科技 | 1.42% | -0.45% | +1.97% | |
| 24 | PM | Philip Morris International | 股票-非循環性消費 | 1.39% | — | +67.19% | |
| 25 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.35% | -0.77% | -8.88% | |
| 26 | T | At&t Inc | 股票-通訊服務 | 1.29% | -0.44% | -0.01% | |
| 27 | KR | Kroger Co | 股票-非循環性消費 | 1.28% | +0.02% | +2.42% | |
| 28 | GLW | Corning Inc | 股票-科技 | 1.23% | -0.52% | +52.66% | |
| 29 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.11% | -0.11% | +0.36% | |
| 30 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.06% | -0.17% | -1.30% | |
| 31 | SPG | Simon Property Group Inc | 股票-房地產 | 0.90% | -0.61% | — | |
| 32 | HOOD | Robinhood Markets Inc - A | 股票-金融 | 0.89% | +0.06% | -8.77% | |
| 33 | B | Barrick Mining CORP | 股票-原物料 | 0.89% | +0.06% | -8.45% | |
| 34 | MLI | Mueller Industries Inc | 股票-工業 | 0.89% | +0.07% | +1.95% | |
| 35 | MU | Micron Technology Inc | 股票-科技 | 0.79% | +0.08% | — | |
| 36 | UNP | Union Pacific CORP | 股票-工業 | 0.77% | -0.03% | +404.22% | |
| 37 | ROK | Rockwell Automation Inc | 股票-工業 | 0.75% | -0.13% | +1.03% | |
| 38 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.74% | -0.07% | +0.16% | |
| 39 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.68% | -0.12% | +3.08% | |
| 40 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.65% | +0.04% | -3.34% | |
| 41 | CNQ | Canadian Natural Resources | 股票-能源 | 0.64% | +0.08% | -2.76% | |
| 42 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 0.60% | -0.05% | -7.22% | |
| 43 | CAT | Caterpillar Inc | 股票-工業 | 0.59% | -0.24% | -4.99% | |
| 44 | DE | Deere & Co | 股票-工業 | 0.59% | -0.02% | -7.01% | |
| 45 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 0.57% | +5.93% | +92.45% | |
| 46 | BAC | Bank Of America CORP | 股票-金融 | 0.55% | -0.06% | +0.10% | |
| 47 | CB | Chubb Limited | 股票-金融 | 0.52% | -0.05% | — | |
| 48 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.52% | -0.02% | -25.82% | |
| 49 | V | Visa Inc-class A Shares | 股票-金融 | 0.52% | -0.02% | +0.72% | |
| 50 | ✓ | 股票-其他 | 0.52% | +0.14% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | XHS | Ss Spdr S&p Hc Services ETF | +1.8% | NEW | 新建倉 |
| 2 | SPG | Simon Property Group Inc | +0.9% | NEW | 新建倉 |
| 3 | MU | Micron Technology Inc | +0.8% | NEW | 新建倉 |
| 4 | GLW | Corning Inc | +0.8% | +52.66% | 加碼 |
| 5 | AMAT | Applied Materials Inc | +0.7% | +1.97% | 加碼 |
| 6 | UNP | Union Pacific CORP | +0.6% | +404.22% | 加碼 |
| 7 | PM | Philip Morris International | +0.6% | +67.19% | 加碼 |
| 8 | ✓ | +0.5% | NEW | 新建倉 | |
| 9 | LLY | Eli Lilly & Co | +0.5% | -3.34% | 減碼 |
| 10 | SNDA | Sonida Senior Living Inc | +0.5% | NEW | 新建倉 |
| 11 | XBI | Ss Spdr S&p Biotech ETF | +0.4% | NEW | 新建倉 |
| 12 | VMI | Valmont Industries | +0.4% | NEW | 新建倉 |
| 13 | PANW | Palo Alto Networks Inc | +0.3% | -3.34% | 減碼 |
| 14 | ✓ | +0.3% | NEW | 新建倉 | |
| 15 | VUSB | Vanguard Ultra Short Bond Et | +0.3% | +92.45% | 加碼 |
| 16 | ✓ | +0.3% | NEW | 新建倉 | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | -12.45% | 減碼 |
| 18 | UNH | Unitedhealth Group Inc | +0.2% | +3.08% | 加碼 |
| 19 | NVDA | Nvidia CORP | +0.2% | +0.19% | 加碼 |
| 20 | APD | Air Products & Chemicals Inc | +0.2% | NEW | 新建倉 |
| 21 | GEV | GE Vernova Inc | +0.2% | NEW | 新建倉 |
| 22 | ROK | Rockwell Automation Inc | +0.2% | +1.03% | 加碼 |
| 23 | ACGL | Arch Capital Group Ltd. | +0.2% | NEW | 新建倉 |
| 24 | HOOD | Robinhood Markets Inc - A | +0.2% | -8.77% | 減碼 |
| 25 | AMZN | Amazon.com Inc | +0.2% | -1.98% | 減碼 |
| 26 | CAT | Caterpillar Inc | +0.2% | -4.99% | 減碼 |
| 27 | AMT | American Tower CORP | +0.2% | NEW | 新建倉 |
| 28 | URI | United Rentals Inc | +0.1% | +2.47% | 加碼 |
| 29 | XLI | Ss Industrial Select Sector | +0.1% | -0.01% | 減碼 |
| 30 | C | Citigroup Inc | +0.1% | -6.82% | 減碼 |
| 31 | VIK | Viking Holdings Ltd | +0.1% | NEW | 新建倉 |
| 32 | AUR | Aurora Innovation Inc | +0.1% | -3.91% | 減碼 |
| 33 | KLAC | Kla CORP | +0.1% | NEW | 新建倉 |
| 34 | MA | Mastercard Inc - A | +0.1% | NEW | 新建倉 |
| 35 | GOOG | Alphabet Inc-cl C | +0.1% | -11.10% | 減碼 |
| 36 | JPM | Jpmorgan Chase & Co | +0.1% | +0.69% | 加碼 |
| 37 | GS | Goldman Sachs Group Inc | +0.1% | -1.30% | 減碼 |
| 38 | AAPL | Apple Inc | +0.1% | -4.23% | 減碼 |
| 39 | MDY | State Street Spdr S&p Midcap | +0.1% | +0.36% | 加碼 |
| 40 | OKTA | Okta Inc | +0.1% | -8.61% | 減碼 |
| 41 | MLI | Mueller Industries Inc | +0.1% | +1.95% | 加碼 |
| 42 | BAC | Bank Of America CORP | +0.1% | +0.10% | 加碼 |
| 43 | APH | Amphenol Corp-cl A | +0.1% | -2.76% | 減碼 |
| 44 | V | Visa Inc-class A Shares | 0% | +0.72% | 加碼 |
| 45 | PWR | Quanta Services Inc | 0% | -2.40% | 減碼 |
| 46 | GE | General Electric | 0% | -5.41% | 減碼 |
| 47 | PAVE | Global X US Infrastructure | 0% | -1.22% | 減碼 |
| 48 | ABBV | Abbvie Inc | 0% | +0.32% | 加碼 |
| 49 | HD | Home Depot Inc | 0% | +6.76% | 加碼 |
| 50 | PGR | Progressive CORP | 0% | +7.50% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Finivi Inc. 在 Q2 2026 季度的美股持倉總市值約為 US$2.1億，共申報了 111 個公開持股部位。
在 Q2 2026 季度，Finivi Inc. 按市值排列的前三大核心持股分別為：TOTL (5.3%)、VCIT (5.2%)、QQQ (5.2%)。其中最大持股部位 TOTL 佔據整體投資組合約 5.3% 的權重。
在 Q2 2026 季度中，Finivi Inc. 共進行了 116 項持倉異動，包含新建倉 16 個部位、加碼 33 個部位、減碼 59 個部位以及清倉 8 個部位。 其中最大新建倉標的為 XHS。 本季清倉部位包含 XOM。
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。
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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。