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: 0001729672
申報總市值
US$3.2億
US$3.2億
463 檔
23.4%
在 Q2 2026 的 13F 官方備案中，Global Trust Asset Management, LLC 管理的美股投資組合規模來到 US$3.2億，整體持股檔數為 463 檔。
從 Q2 2026 申報觀察，Global Trust Asset Management, LLC 採取防禦導向的調倉策略，本季減碼 95 檔個股並出清 19 檔部位，顯示機構在該時期進行風險控制與流動性回收。
在資產配置集中度方面，Global Trust Asset Management, LLC 的前 5 大核心持股（包含 SHY, IEI, IEF 等）合計佔整體申報市值的 23.4%，反映機構在主要關鍵部位上的權重分佈。
本季最大新建倉標的
MXL
市值: US$170.4萬
本季最大獲利了結 / 清倉標的
SCI
前期市值: US$57.0萬
僅顯示前 200 大持股（共 463 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 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 6.81% | +0.29% | +30.85% | |
| 2 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 5.14% | +0.80% | +44.60% | |
| 3 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 4.30% | +0.87% | +46.89% | |
| 4 | LITE | Lumentum Holdings Inc | 股票-科技 | 3.76% | +0.43% | -4.91% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.51% | +0.16% | +0.07% | |
| 6 | AAOI | Applied Optoelectronics Inc | 股票-科技 | 3.24% | -1.06% | +17.27% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 2.94% | +0.40% | -18.59% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.92% | -0.02% | -22.59% | |
| 9 | CAT | Caterpillar Inc | 股票-工業 | 2.42% | -0.64% | -5.99% | |
| 10 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 2.38% | +0.12% | +339.26% | |
| 11 | SNDK | Sandisk CORP | 股票-科技 | 2.33% | -0.55% | +26.03% | |
| 12 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 2.30% | +0.03% | +46.09% | |
| 13 | MU | Micron Technology Inc | 股票-科技 | 2.15% | -0.02% | +13.24% | |
| 14 | AMAT | Applied Materials Inc | 股票-科技 | 2.07% | -0.63% | -36.39% | |
| 15 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.99% | -0.26% | +19.97% | |
| 16 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.62% | +0.07% | -4.60% | |
| 17 | AMD | Advanced Micro Devices | 股票-科技 | 1.60% | +0.05% | -9.39% | |
| 18 | NVDA | Nvidia CORP | 股票-科技 | 1.50% | +0.21% | +7.31% | |
| 19 | VRT | Vertiv Holdings Co-a | 股票-工業 | 1.47% | -0.46% | +8.74% | |
| 20 | LRCX | Lam Research CORP | 股票-科技 | 1.32% | -0.33% | -9.13% | |
| 21 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.26% | +0.76% | -12.83% | |
| 22 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.22% | -0.06% | -19.06% | |
| 23 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.22% | -0.13% | +14.10% | |
| 24 | MSFT | Microsoft CORP | 股票-科技 | 1.21% | +0.36% | -25.55% | |
| 25 | WMT | Walmart Inc | 股票-非循環性消費 | 1.21% | -0.14% | +12.09% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.20% | -0.07% | -43.63% | |
| 27 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.15% | +0.19% | +12.33% | |
| 28 | CVX | Chevron CORP | 股票-能源 | 1.14% | +0.27% | +11.13% | |
| 29 | AXP | American Express Co | 股票-金融 | 1.09% | -0.12% | +35.41% | |
| 30 | MA | Mastercard Inc - A | 股票-金融 | 1.05% | +0.07% | -21.70% | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.03% | +0.02% | +30.76% | |
| 32 | V | Visa Inc-class A Shares | 股票-金融 | 1.00% | +0.06% | -21.06% | |
| 33 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.96% | -0.05% | +3.58% | |
| 34 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 0.85% | +0.01% | +45.61% | |
| 35 | KLAC | Kla CORP | 股票-科技 | 0.82% | -0.29% | +1054.00% | |
| 36 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.81% | -0.01% | +0.44% | |
| 37 | WCC | Wesco International Inc | 股票-工業 | 0.78% | +0.01% | -9.98% | |
| 38 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.71% | +0.08% | +30.12% | |
| 39 | GEV | GE Vernova Inc | 股票-工業 | 0.71% | -0.12% | +81.17% | |
| 40 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.70% | -0.14% | -26.76% | |
| 41 | ASML | ASML Holding N.V. | 股票-科技 | 0.69% | -0.07% | +22.22% | |
| 42 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.66% | — | +3.74% | |
| 43 | CLS | Celestica Inc | 股票-科技 | 0.62% | -0.03% | -35.70% | |
| 44 | MXL | Maxlinear Inc | 股票-其他 | 0.53% | -0.23% | — | |
| 45 | RTX | Rtx CORP | 股票-工業 | 0.52% | -0.04% | -22.82% | |
| 46 | MCK | Mckesson CORP | 股票-醫療保健 | 0.51% | +0.06% | -47.30% | |
| 47 | AVGO | Broadcom Inc | 股票-科技 | 0.50% | -0.01% | -37.53% | |
| 48 | HEI | Heico CORP | 股票-工業 | 0.49% | -0.08% | — | |
| 49 | SIMO | Silicon Motion Technol-adr | 股票-其他 | 0.44% | -0.10% | — | |
| 50 | SITM | Sitime CORP | 股票-科技 | 0.38% | -0.08% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VGSH | Vanguard Short-term Treasury | +1.7% | +339.26% | 加碼 |
| 2 | SNDK | Sandisk CORP | +1.7% | +26.03% | 加碼 |
| 3 | MU | Micron Technology Inc | +1.5% | +13.24% | 加碼 |
| 4 | AAOI | Applied Optoelectronics Inc | +1.3% | +17.27% | 加碼 |
| 5 | AMD | Advanced Micro Devices | +0.8% | -9.39% | 減碼 |
| 6 | IEI | Ishares 3-7 Year Treasury Bo | +0.8% | +44.60% | 加碼 |
| 7 | IEF | Ishares 7-10 Year Treasury B | +0.7% | +46.89% | 加碼 |
| 8 | VXUS | Vanguard Total Intl Stock | +0.6% | +46.09% | 加碼 |
| 9 | MXL | Maxlinear Inc | +0.5% | NEW | 新建倉 |
| 10 | LRCX | Lam Research CORP | +0.5% | -9.13% | 減碼 |
| 11 | SIMO | Silicon Motion Technol-adr | +0.4% | NEW | 新建倉 |
| 12 | SHY | Ishares 1-3 Year Treasury Bo | +0.4% | +30.85% | 加碼 |
| 13 | KLAC | Kla CORP | +0.4% | +1054.00% | 加碼 |
| 14 | SITM | Sitime CORP | +0.4% | NEW | 新建倉 |
| 15 | GEV | GE Vernova Inc | +0.4% | +81.17% | 加碼 |
| 16 | CAT | Caterpillar Inc | +0.3% | -5.99% | 減碼 |
| 17 | PANW | Palo Alto Networks Inc | +0.3% | +3.74% | 加碼 |
| 18 | MRVL | Marvell Technology Inc | +0.3% | NEW | 新建倉 |
| 19 | CRWD | Crowdstrike Holdings Inc - A | +0.3% | +1005.31% | 加碼 |
| 20 | ARM | Arm Holdings Plc-adr | +0.2% | NEW | 新建倉 |
| 21 | VRT | Vertiv Holdings Co-a | +0.2% | +8.74% | 加碼 |
| 22 | ASML | ASML Holding N.V. | +0.2% | +22.22% | 加碼 |
| 23 | AXP | American Express Co | +0.2% | +35.41% | 加碼 |
| 24 | AMAT | Applied Materials Inc | +0.2% | -36.39% | 減碼 |
| 25 | AEHR | Aehr Test Systems | +0.2% | NEW | 新建倉 |
| 26 | JPM | Jpmorgan Chase & Co | +0.2% | +30.76% | 加碼 |
| 27 | COHR | Coherent CORP | +0.2% | +39.63% | 加碼 |
| 28 | PULS | Pgim Ultra Short Bond ETF | +0.2% | NEW | 新建倉 |
| 29 | FHEQ | Fidelity Hedged Equity ETF | +0.2% | +79.68% | 加碼 |
| 30 | BE | Bloom Energy Corp- A | +0.2% | — | 不變 |
| 31 | MDT | Medtronic plc | +0.2% | +808.16% | 加碼 |
| 32 | GS | Goldman Sachs Group Inc | +0.1% | +14.10% | 加碼 |
| 33 | VUSB | Vanguard Ultra Short Bond Et | +0.1% | +45.61% | 加碼 |
| 34 | FBUF | Fidelity Dyn Buff Eqty ETF | +0.1% | +76.25% | 加碼 |
| 35 | FN | Fabrinet | +0.1% | NEW | 新建倉 |
| 36 | FYEE | Fidelity Yld Enhan Eqty ETF | +0.1% | +78.08% | 加碼 |
| 37 | GRC | Gorman-rupp Co | +0.1% | NEW | 新建倉 |
| 38 | ETN | Eaton Corporation plc | +0.1% | +38.16% | 加碼 |
| 39 | XLK | Ss Technology Select Sector | +0.1% | +108.63% | 加碼 |
| 40 | GOOGL | Alphabet Inc-cl A | +0.1% | +3.58% | 加碼 |
| 41 | SPHQ | Invesco S&p 500 Quality ETF | +0.1% | +147.06% | 加碼 |
| 42 | ✓ | +0.1% | NEW | 新建倉 | |
| 43 | ✓ | 0% | NEW | 新建倉 | |
| 44 | VFH | Vanguard Financials ETF | 0% | +140.67% | 加碼 |
| 45 | HEI | Heico CORP | 0% | — | 不變 |
| 46 | LLY | Eli Lilly & Co | 0% | +0.58% | 加碼 |
| 47 | PWR | Quanta Services Inc | 0% | +36.00% | 加碼 |
| 48 | SMH | Vaneck Semiconductor ETF | 0% | +19.68% | 加碼 |
| 49 | GLW | Corning Inc | 0% | -8.06% | 減碼 |
| 50 | TWLO | Twilio Inc - A | 0% | -0.07% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Global Trust Asset Management, LLC 在 Q2 2026 季度的美股持倉總市值約為 US$3.2億，共申報了 463 個公開持股部位。
在 Q2 2026 季度，Global Trust Asset Management, LLC 按市值排列的前三大核心持股分別為：SHY (6.8%)、IEI (5.1%)、IEF (4.3%)。其中最大持股部位 SHY 佔據整體投資組合約 6.8% 的權重。
在 Q2 2026 季度中，Global Trust Asset Management, LLC 共進行了 195 項持倉異動，包含新建倉 19 個部位、加碼 62 個部位、減碼 95 個部位以及清倉 19 個部位。 其中最大新建倉標的為 MXL。 本季清倉部位包含 SCI。
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。
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。
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。