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: 0001801667
申報總市值
US$11.4億
US$11.4億
216 檔
19.6%
在 Q2 2026 的 13F 官方備案中，Great Lakes Retirement, Inc. 管理的美股投資組合規模來到 US$11.4億，整體持股檔數為 216 檔。
Great Lakes Retirement, Inc. 於 Q2 2026 展現出進攻型調倉步調，本季推動了 19 檔股票的新建倉與 115 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
從部位權重觀察，前 5 大標的（包含 SPAB, NVDA, GSEW）累計市值佔比達 19.6%，是驅動 Great Lakes Retirement, Inc. 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 216 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 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 5.49% | -0.19% | +2.83% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 3.98% | +0.50% | -2.11% | |
| 3 | GSEW | Goldman Sachs Eql Wght Large | ETF-避險與商品 | 3.61% | -0.12% | +0.33% | |
| 4 | AMD | Advanced Micro Devices | 股票-科技 | 3.42% | -0.03% | -5.82% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.42% | -0.17% | -2.64% | |
| 6 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 3.03% | -0.12% | +3.16% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 2.63% | +0.36% | +1.88% | |
| 8 | FIXD | First Trust Smith Opportunis | ETF-其他 | 2.54% | -0.10% | +2.61% | |
| 9 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.48% | +0.11% | +0.31% | |
| 10 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 2.33% | -0.06% | -0.59% | |
| 11 | FENI | Fidelity Enhanced Intl ETF | ETF-其他 | 2.07% | -0.01% | +63.58% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.94% | +0.75% | +3.45% | |
| 13 | FQAL | Fidelity Quality Factor ETF | ETF-其他 | 1.76% | +0.02% | -0.31% | |
| 14 | TT | Trane Technologies plc | 股票-工業 | 1.64% | -0.14% | -0.33% | |
| 15 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 1.62% | -0.03% | +0.36% | |
| 16 | BAC | Bank Of America CORP | 股票-金融 | 1.54% | -0.07% | +1.67% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.53% | +0.09% | +0.73% | |
| 18 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.25% | -0.13% | +2.06% | |
| 19 | SLB | Slb LTD | 股票-能源 | 1.23% | +0.06% | -0.42% | |
| 20 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.22% | -0.05% | -0.43% | |
| 21 | KLAC | Kla CORP | 股票-科技 | 1.21% | -0.48% | +872.38% | |
| 22 | FDMO | Fidelity Momentum Factor ETF | ETF-其他 | 1.20% | -0.08% | -0.54% | |
| 23 | DHR | Danaher CORP | 股票-醫療保健 | 1.18% | +0.22% | +4.54% | |
| 24 | LMT | Lockheed Martin CORP | 股票-工業 | 1.05% | — | +5.51% | |
| 25 | MU | Micron Technology Inc | 股票-科技 | 1.03% | -0.08% | -6.73% | |
| 26 | DVN | Devon Energy CORP | 股票-能源 | 1.02% | +0.11% | -39.86% | |
| 27 | NFLX | Netflix Inc | 股票-通訊服務 | 1.01% | — | +2.73% | |
| 28 | WMB | Williams Cos Inc | 股票-能源 | 0.98% | -0.08% | +1.08% | |
| 29 | GSSC | Goldman Sachs Activebeta US | ETF-避險與商品 | 0.97% | -0.07% | +0.55% | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.94% | +0.01% | +4.25% | |
| 31 | PWR | Quanta Services Inc | 股票-工業 | 0.92% | -0.12% | -1.75% | |
| 32 | ANET | Arista Networks Inc | 股票-科技 | 0.92% | +0.14% | -1.27% | |
| 33 | MRVL | Marvell Technology Inc | 股票-科技 | 0.91% | -0.14% | -8.17% | |
| 34 | DELL | Dell Technologies -c | 股票-科技 | 0.90% | +0.17% | +17.68% | |
| 35 | STX | Seagate Technology Holdings plc | 股票-科技 | 0.89% | -0.08% | -17.98% | |
| 36 | APO | Apollo Global Management Inc | 股票-金融 | 0.87% | — | +8.69% | |
| 37 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.84% | -0.01% | +0.72% | |
| 38 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.78% | +0.13% | +4.17% | |
| 39 | AVGO | Broadcom Inc | 股票-科技 | 0.78% | -0.04% | -5.33% | |
| 40 | CAT | Caterpillar Inc | 股票-工業 | 0.77% | -0.17% | +0.97% | |
| 41 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.71% | +0.08% | -2.24% | |
| 42 | AMAT | Applied Materials Inc | 股票-科技 | 0.65% | -0.20% | -2.73% | |
| 43 | GLW | Corning Inc | 股票-科技 | 0.65% | -0.25% | +3.46% | |
| 44 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.65% | +0.02% | +3.61% | |
| 45 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.58% | +0.02% | +315.22% | |
| 46 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.58% | -0.02% | +6.17% | |
| 47 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 0.57% | -0.57% | EXIT | |
| 48 | V | Visa Inc-class A Shares | 股票-金融 | 0.49% | +0.04% | +1.49% | |
| 49 | BX | Blackstone Inc | 股票-金融 | 0.49% | -0.03% | +7.11% | |
| 50 | ✓ | 股票-其他 | 0.48% | +0.39% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AMD | Advanced Micro Devices | +1.9% | -5.82% | 減碼 |
| 2 | FENI | Fidelity Enhanced Intl ETF | +0.7% | +63.58% | 加碼 |
| 3 | MU | Micron Technology Inc | +0.7% | -6.73% | 減碼 |
| 4 | DELL | Dell Technologies -c | +0.6% | +17.68% | 加碼 |
| 5 | MRVL | Marvell Technology Inc | +0.5% | -8.17% | 減碼 |
| 6 | KLAC | Kla CORP | +0.5% | +872.38% | 加碼 |
| 7 | ✓ | +0.5% | NEW | 新建倉 | |
| 8 | ✓ | +0.5% | NEW | 新建倉 | |
| 9 | STX | Seagate Technology Holdings plc | +0.4% | -17.98% | 減碼 |
| 10 | PANW | Palo Alto Networks Inc | +0.4% | +4.17% | 加碼 |
| 11 | MAYW | Alianzim US Eq Bfr20 May-usd | +0.4% | NEW | 新建倉 |
| 12 | AMAT | Applied Materials Inc | +0.3% | -2.73% | 減碼 |
| 13 | GLW | Corning Inc | +0.3% | +3.46% | 加碼 |
| 14 | HWM | Howmet Aerospace Inc | +0.3% | +342.10% | 加碼 |
| 15 | SIXD | Allian US Equ 6 Mon Bu10-usd | +0.2% | NEW | 新建倉 |
| 16 | SRE | Sempra | +0.2% | NEW | 新建倉 |
| 17 | JUNW | Alianzim US Eq Bfr20 Jun-usd | +0.2% | NEW | 新建倉 |
| 18 | MAYT | All US Equ Buf10 May Etf-usd | +0.2% | NEW | 新建倉 |
| 19 | CAT | Caterpillar Inc | +0.2% | +0.97% | 加碼 |
| 20 | TJX | Tjx Companies Inc | +0.2% | +333.07% | 加碼 |
| 21 | ✓ | +0.2% | NEW | 新建倉 | |
| 22 | CMG | Chipotle Mexican Grill Inc | +0.2% | NEW | 新建倉 |
| 23 | GOOGL | Alphabet Inc-cl A | +0.1% | -2.64% | 減碼 |
| 24 | ANET | Arista Networks Inc | +0.1% | -1.27% | 減碼 |
| 25 | ONEZ | Trueshr Seasonality La B ETF | +0.1% | +150.30% | 加碼 |
| 26 | LLY | Eli Lilly & Co | +0.1% | -0.43% | 減碼 |
| 27 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +2.75% | 加碼 |
| 28 | NDAQ | Nasdaq Inc | +0.1% | +309.46% | 加碼 |
| 29 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -2.24% | 減碼 |
| 30 | ASML | ASML Holding N.V. | +0.1% | +2.77% | 加碼 |
| 31 | PWR | Quanta Services Inc | +0.1% | -1.75% | 減碼 |
| 32 | TXN | Texas Instruments Inc | +0.1% | +1.07% | 加碼 |
| 33 | HPE | Hewlett Packard Enterprise | +0.1% | +3.36% | 加碼 |
| 34 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +3.61% | 加碼 |
| 35 | CSCO | Cisco Systems Inc | +0.1% | +2.89% | 加碼 |
| 36 | GPC | Genuine Parts Co | +0.1% | +47.43% | 加碼 |
| 37 | FDMO | Fidelity Momentum Factor ETF | +0.1% | -0.54% | 減碼 |
| 38 | DE | Deere & Co | +0.1% | +21.10% | 加碼 |
| 39 | URI | United Rentals Inc | +0.1% | -2.82% | 減碼 |
| 40 | QCOM | Qualcomm Inc | +0.1% | +6.01% | 加碼 |
| 41 | GSSC | Goldman Sachs Activebeta US | +0.1% | +0.55% | 加碼 |
| 42 | GVIP | Gold Sachs Hedge Ind Vip ETF | 0% | +0.78% | 加碼 |
| 43 | RY | Royal Bank Of Canada | 0% | +6.09% | 加碼 |
| 44 | MCD | Mcdonald's CORP | 0% | +56.88% | 加碼 |
| 45 | MCHP | Microchip Technology Inc | 0% | +7.17% | 加碼 |
| 46 | SNOW | Snowflake Inc | 0% | -2.02% | 減碼 |
| 47 | BILZ | Pimco Ultra Shrt Govt Active | 0% | +84.38% | 加碼 |
| 48 | LRCX | Lam Research CORP | 0% | +0.09% | 加碼 |
| 49 | ADBE | Adobe Inc | 0% | +222.24% | 加碼 |
| 50 | BAC | Bank Of America CORP | 0% | +1.67% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Great Lakes Retirement, Inc. 在 Q2 2026 季度的美股持倉總市值約為 US$11.4億，共申報了 216 個公開持股部位。
在 Q2 2026 季度，Great Lakes Retirement, Inc. 按市值排列的前三大核心持股分別為：SPAB (5.5%)、NVDA (4.0%)、GSEW (3.6%)。其中最大持股部位 SPAB 佔據整體投資組合約 5.5% 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
市值: US$536.7萬
本季最大獲利了結 / 清倉標的
HON
前期市值: US$1069.5萬
在 Q2 2026 季度中，Great Lakes Retirement, Inc. 共進行了 197 項持倉異動，包含新建倉 19 個部位、加碼 115 個部位、減碼 41 個部位以及清倉 22 個部位。 其中最大新建倉標的為 。 本季清倉部位包含 HON。
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。