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: 0001977560
申報總市值
US$18.1億
US$18.1億
612 檔
24.8%
Q2 2026 季度申報顯示，Frank, Rimerman Advisors LLC 揭露的美股組合總市值為 US$18.1億，涵蓋 612 個不同之權益投資部位。
在 Q2 2026，Frank, Rimerman Advisors LLC 操作展現出積極擴展與加碼意向。本季共新建倉 27 個新部位，並對 90 個既有持股進行加碼（合計增持 117 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 NVDA, QQQ, GOOGL）占據了總市值的 24.8%，展現出該機構在 Q2 2026 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 612 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 | NVDA | Nvidia CORP | 股票-科技 | 6.34% | +0.70% | -1.08% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 6.11% | -0.13% | -0.43% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 5.18% | -0.31% | +0.39% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 4.72% | +0.65% | +0.61% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.07% | +0.11% | -0.90% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.75% | -0.18% | -1.16% | |
| 7 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 2.43% | -0.05% | -0.34% | |
| 8 | NFLX | Netflix Inc | 股票-通訊服務 | 2.33% | -0.10% | -1.94% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.32% | +1.13% | -13.43% | |
| 10 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.03% | +0.07% | +13.40% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.98% | +0.03% | -2.14% | |
| 12 | AVGO | Broadcom Inc | 股票-科技 | 1.80% | -0.17% | +1.72% | |
| 13 | MU | Micron Technology Inc | 股票-科技 | 1.79% | -0.20% | -4.29% | |
| 14 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.55% | -0.10% | +3.26% | |
| 15 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.35% | +0.35% | -0.76% | |
| 16 | AMD | Advanced Micro Devices | 股票-科技 | 1.12% | +0.01% | +28.85% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.07% | -0.01% | -1.09% | |
| 18 | TSLA | Tesla Inc | 股票-循環性消費 | 1.02% | -0.20% | +1.56% | |
| 19 | AMAT | Applied Materials Inc | 股票-科技 | 0.95% | -0.29% | +1.47% | |
| 20 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.75% | -0.04% | +7.08% | |
| 21 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.74% | +0.02% | +7.62% | |
| 22 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.73% | -0.03% | +0.23% | |
| 23 | CSCO | Cisco Systems Inc | 股票-科技 | 0.71% | -0.08% | +2.14% | |
| 24 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.68% | -0.04% | -2.27% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.59% | -0.01% | +3.79% | |
| 26 | WMT | Walmart Inc | 股票-非循環性消費 | 0.57% | -0.08% | +3.29% | |
| 27 | V | Visa Inc-class A Shares | 股票-金融 | 0.56% | +0.01% | -2.31% | |
| 28 | IWC | Ishares Micro-cap ETF | ETF-其他 | 0.53% | -0.06% | -0.35% | |
| 29 | INTC | Intel CORP | 股票-科技 | 0.53% | -0.15% | +51.80% | |
| 30 | ASML | ASML Holding N.V. | 股票-科技 | 0.51% | -0.05% | +0.92% | |
| 31 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.49% | +0.01% | +0.05% | |
| 32 | MS | Morgan Stanley | 股票-金融 | 0.45% | -0.05% | +0.27% | |
| 33 | LRCX | Lam Research CORP | 股票-科技 | 0.44% | -0.13% | +6.05% | |
| 34 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.43% | -0.12% | -2.42% | |
| 35 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.43% | -0.01% | -3.90% | |
| 36 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.42% | +0.15% | -24.62% | |
| 37 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.39% | — | — | |
| 38 | TDG | Transdigm Group Inc | 股票-工業 | 0.38% | -0.18% | +46.52% | |
| 39 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.38% | — | -6.11% | |
| 40 | IBM | Intl Business Machines CORP | 股票-科技 | 0.38% | -0.12% | -2.42% | |
| 41 | AU | AngloGold Ashanti plc | 股票-原物料 | 0.36% | +0.05% | — | |
| 42 | CAT | Caterpillar Inc | 股票-工業 | 0.36% | -0.09% | +0.67% | |
| 43 | TECK | Teck Resources Ltd-cls B | 股票-原物料 | 0.35% | +0.03% | +0.39% | |
| 44 | GEV | GE Vernova Inc | 股票-工業 | 0.35% | -0.07% | +0.55% | |
| 45 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.34% | -0.07% | -0.36% | |
| 46 | GE | General Electric | 股票-工業 | 0.33% | -0.02% | -17.31% | |
| 47 | CVX | Chevron CORP | 股票-能源 | 0.32% | +0.07% | -3.70% | |
| 48 | RACE | Ferrari N.V. | 股票-循環性消費 | 0.32% | +0.01% | -0.63% | |
| 49 | NRG | Nrg Energy Inc | 股票-公用事業 | 0.32% | -0.12% | -0.33% | |
| 50 | PM | Philip Morris International | 股票-非循環性消費 | 0.32% | +0.10% | +0.90% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +1.2% | -4.29% | 減碼 |
| 2 | AMD | Advanced Micro Devices | +0.8% | +28.85% | 加碼 |
| 3 | QQQ | Invesco Qqq Trust Series 1 | +0.5% | -0.43% | 減碼 |
| 4 | AMAT | Applied Materials Inc | +0.4% | +1.47% | 加碼 |
| 5 | INTC | Intel CORP | +0.4% | +51.80% | 加碼 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.4% | +0.39% | 加碼 |
| 7 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +3.26% | 加碼 |
| 8 | QQQM | Invesco Nasdaq 100 ETF | +0.2% | -0.34% | 減碼 |
| 9 | AMZN | Amazon.com Inc | +0.2% | +13.40% | 加碼 |
| 10 | TROW | T Rowe Price Group Inc | +0.2% | NEW | 新建倉 |
| 11 | LRCX | Lam Research CORP | +0.2% | +6.05% | 加碼 |
| 12 | CSCO | Cisco Systems Inc | +0.2% | +2.14% | 加碼 |
| 13 | SNDK | Sandisk CORP | +0.2% | +8.15% | 加碼 |
| 14 | MRVL | Marvell Technology Inc | +0.2% | +48.78% | 加碼 |
| 15 | BX | Blackstone Inc | +0.2% | NEW | 新建倉 |
| 16 | GOOG | Alphabet Inc-cl C | +0.1% | -1.16% | 減碼 |
| 17 | LLY | Eli Lilly & Co | +0.1% | +7.08% | 加碼 |
| 18 | AVGO | Broadcom Inc | +0.1% | +1.72% | 加碼 |
| 19 | ASML | ASML Holding N.V. | +0.1% | +0.92% | 加碼 |
| 20 | TDG | Transdigm Group Inc | +0.1% | +46.52% | 加碼 |
| 21 | UMC | United Microelectron-sp Adr | +0.1% | +1.05% | 加碼 |
| 22 | TXN | Texas Instruments Inc | +0.1% | +26.71% | 加碼 |
| 23 | PANW | Palo Alto Networks Inc | +0.1% | +16.26% | 加碼 |
| 24 | GLW | Corning Inc | +0.1% | +3.49% | 加碼 |
| 25 | WDC | Western Digital CORP | +0.1% | +20.23% | 加碼 |
| 26 | WIT | Wipro Ltd-adr | +0.1% | +5229.03% | 加碼 |
| 27 | KLAC | Kla CORP | +0.1% | +904.57% | 加碼 |
| 28 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | -24.62% | 減碼 |
| 29 | PG | Procter & Gamble Co/the | +0.1% | +96.58% | 加碼 |
| 30 | INFY | Infosys Ltd-sp Adr | +0.1% | NEW | 新建倉 |
| 31 | CAT | Caterpillar Inc | +0.1% | +0.67% | 加碼 |
| 32 | UNH | Unitedhealth Group Inc | +0.1% | -0.36% | 減碼 |
| 33 | DELL | Dell Technologies -c | +0.1% | -15.18% | 減碼 |
| 34 | ASX | Ase Technology Holding -adr | +0.1% | +39.56% | 加碼 |
| 35 | STX | Seagate Technology Holdings plc | +0.1% | +17.15% | 加碼 |
| 36 | OWL | Blue Owl Capital Inc | +0.1% | NEW | 新建倉 |
| 37 | IEMG | Ishares Core Msci Emerging | +0.1% | +117.66% | 加碼 |
| 38 | ARES | Ares Management CORP - A | +0.1% | NEW | 新建倉 |
| 39 | SCHF | Schwab Intl Equity ETF | +0.1% | +49.05% | 加碼 |
| 40 | KB | Kb Financial Group Inc-adr | +0.1% | +64.98% | 加碼 |
| 41 | FTNT | Fortinet Inc | +0.1% | +1.77% | 加碼 |
| 42 | RHI | Robert Half Inc | +0.1% | NEW | 新建倉 |
| 43 | GEV | GE Vernova Inc | +0.1% | +0.55% | 加碼 |
| 44 | APH | Amphenol Corp-cl A | +0.1% | +0.89% | 加碼 |
| 45 | APP | Applovin Corp-class A | +0.1% | +52.04% | 加碼 |
| 46 | CVS | Cvs Health CORP | +0.1% | +63.41% | 加碼 |
| 47 | ✓ | +0.1% | NEW | 新建倉 | |
| 48 | ✓ | +0.1% | NEW | 新建倉 | |
| 49 | ALAB | Astera Labs Inc | +0.1% | +4.37% | 加碼 |
| 50 | LPL | Lg Display Co Ltd-adr | +0.1% | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Frank, Rimerman Advisors LLC 在 Q2 2026 季度的美股持倉總市值約為 US$18.1億，共申報了 612 個公開持股部位。
在 Q2 2026 季度，Frank, Rimerman Advisors LLC 按市值排列的前三大核心持股分別為：NVDA (6.3%)、QQQ (6.1%)、GOOGL (5.2%)。其中最大持股部位 NVDA 佔據整體投資組合約 6.3% 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
TROW
市值: US$391.6萬
本季最大獲利了結 / 清倉標的
XOM
前期市值: US$896.1萬
在 Q2 2026 季度中，Frank, Rimerman Advisors LLC 共進行了 197 項持倉異動，包含新建倉 27 個部位、加碼 90 個部位、減碼 63 個部位以及清倉 17 個部位。 其中最大新建倉標的為 TROW。 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。
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。