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: 0002111541
申報總市值
US$1.2億
US$1.2億
94 檔
18.8%
在 Q1 2026 申報期間，Greenline Wealth Management LLC（CIK: 0002111541）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$1.2億，共持有 94 個公開申報部位。
從 Q1 2026 申報觀察，Greenline Wealth Management LLC 採取防禦導向的調倉策略，本季減碼 13 檔個股並出清 121 檔部位，顯示機構在該時期進行風險控制與流動性回收。
從部位權重觀察，前 5 大標的（包含 CGDV, NVDA, AAPL）累計市值佔比達 18.8%，是驅動 Greenline Wealth Management LLC 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 | CGDV | Cap Group Dividend Value | ETF-其他 | 7.06% | -0.68% | +3.44% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.14% | -0.68% | +4.14% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.96% | -0.97% | +9.85% | |
| 4 | JGRO | Jpmorgan Active Growth ETF | ETF-其他 | 4.74% | -4.21% | +4.37% | |
| 5 | IDMO | Invesco S&p International De | ETF-其他 | 4.45% | -0.56% | +24.20% | |
| 6 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型股與成長 | 4.34% | +0.29% | +6.05% | |
| 7 | XMMO | Invesco S&p Midcap Momentum | ETF-其他 | 3.04% | -0.36% | -8.53% | |
| 8 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 2.51% | -0.14% | +3.05% | |
| 9 | TSLA | Tesla Inc | 股票-循環性消費 | 2.42% | -0.29% | +0.93% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 2.32% | -0.60% | +7.73% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.31% | -0.09% | +23.59% | |
| 12 | BIV | Vanguard Intermediate-term B | ETF-其他 | 2.31% | -2.31% | EXIT | |
| 13 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.25% | -0.57% | -1.47% | |
| 14 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.17% | -0.28% | +14.24% | |
| 15 | CGMS | Cap Group US Multi-sect Bond | ETF-其他 | 2.14% | -0.39% | -9.35% | |
| 16 | PIZ | Invesco Dorsey Wright Develo | ETF-其他 | 2.10% | -0.08% | +10.83% | |
| 17 | AVGO | Broadcom Inc | 股票-科技 | 2.06% | -0.15% | +17.57% | |
| 18 | XSMO | Invesco S&p Smallcap Momentu | ETF-其他 | 1.97% | +0.12% | +0.16% | |
| 19 | PVAL | Putnam Focused Lrg Cap Value | ETF-其他 | 1.46% | -0.31% | +38.17% | |
| 20 | IVLU | Ishares Msci International V | ETF-其他 | 1.36% | -0.12% | +695.11% | |
| 21 | GE | General Electric | 股票-工業 | 1.34% | -0.02% | +20.54% | |
| 22 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 1.22% | -1.22% | EXIT | |
| 23 | VRT | Vertiv Holdings Co-a | 股票-工業 | 1.21% | +0.03% | +2.57% | |
| 24 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.20% | -0.50% | +7.12% | |
| 25 | CGGR | Cap Group Growth Equity | ETF-其他 | 1.18% | -0.20% | +6.03% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.15% | -0.18% | +30.80% | |
| 27 | GEV | GE Vernova Inc | 股票-工業 | 1.09% | +0.02% | -0.64% | |
| 28 | TCHP | T Rowe Price Blue Chip Growt | ETF-其他 | 1.08% | -0.37% | -4.23% | |
| 29 | PAVE | Global X US Infrastructure | ETF-其他 | 0.92% | -0.01% | +76.76% | |
| 30 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.90% | -0.25% | +36.34% | |
| 31 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-其他 | 0.85% | -0.26% | -24.36% | |
| 32 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.85% | -0.09% | +109.04% | |
| 33 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.80% | +0.03% | +28.94% | |
| 34 | ICVT | Ishares Convertible Bond ETF | ETF-其他 | 0.80% | — | +131.97% | |
| 35 | RTX | Rtx CORP | 股票-工業 | 0.75% | -0.16% | +13.23% | |
| 36 | CGHY | Cap Group High Yield Bond | ETF-非投資等級債 | 0.74% | -0.04% | +14.15% | |
| 37 | AMD | Advanced Micro Devices | 股票-科技 | 0.71% | +0.97% | +20.16% | |
| 38 | YLD | Principal Act Hi Yld ETF | ETF-其他 | 0.70% | -0.10% | -9.58% | |
| 39 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密貨幣 | 0.69% | -0.43% | +17.01% | |
| 40 | XAR | Ss Spdr S&p Aerospace Def | ETF-其他 | 0.69% | -0.01% | — | |
| 41 | NFLX | Netflix Inc | 股票-通訊服務 | 0.66% | -0.38% | +17.57% | |
| 42 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.65% | -0.05% | +8.08% | |
| 43 | EMHY | Ishares J.p. Morgan Em High | ETF-其他 | 0.65% | -0.10% | +212.75% | |
| 44 | CGMU | Cap Group Municipal Income | ETF-其他 | 0.61% | -0.01% | +18.54% | |
| 45 | PWR | Quanta Services Inc | 股票-工業 | 0.60% | +0.08% | +9.29% | |
| 46 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.60% | +0.18% | +19.80% | |
| 47 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.59% | -0.04% | +11.74% | |
| 48 | SRTS | Sensus Healthcare Inc | 股票-其他 | 0.59% | -0.27% | — | |
| 49 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.56% | -0.17% | +95.16% | |
| 50 | DDIV | First Trust Dorsey Wright Mo | ETF-其他 | 0.53% | -0.53% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | IVLU | Ishares Msci International V | +1.2% | +695.11% | 加碼 |
| 2 | IDMO | Invesco S&p International De | +1.2% | +24.20% | 加碼 |
| 3 | CGDV | Cap Group Dividend Value | +0.8% | +3.44% | 加碼 |
| 4 | BIV | Vanguard Intermediate-term B | +0.8% | +34.27% | 加碼 |
| 5 | AAPL | Apple Inc | +0.6% | +9.85% | 加碼 |
| 6 | VRT | Vertiv Holdings Co-a | +0.5% | +2.57% | 加碼 |
| 7 | PVAL | Putnam Focused Lrg Cap Value | +0.5% | +38.17% | 加碼 |
| 8 | ICVT | Ishares Convertible Bond ETF | +0.5% | +131.97% | 加碼 |
| 9 | GOOGL | Alphabet Inc-cl A | +0.5% | +23.59% | 加碼 |
| 10 | VCIT | Vanguard Int-term Corporate | +0.5% | +109.04% | 加碼 |
| 11 | PAVE | Global X US Infrastructure | +0.5% | +76.76% | 加碼 |
| 12 | EMHY | Ishares J.p. Morgan Em High | +0.5% | +212.75% | 加碼 |
| 13 | PIZ | Invesco Dorsey Wright Develo | +0.4% | +10.83% | 加碼 |
| 14 | AVEM | Avantis Emerging Markets Eq | +0.4% | +25723.53% | 加碼 |
| 15 | NVDA | Nvidia CORP | +0.4% | +4.14% | 加碼 |
| 16 | CAT | Caterpillar Inc | +0.4% | +1053.66% | 加碼 |
| 17 | GEV | GE Vernova Inc | +0.4% | -0.64% | 減碼 |
| 18 | COST | Costco Wholesale CORP | +0.3% | +95.16% | 加碼 |
| 19 | TJX | Tjx Companies Inc | +0.3% | +119.62% | 加碼 |
| 20 | JCPB | Jpmorgan Core Plus Bond ETF | +0.3% | +3.05% | 加碼 |
| 21 | XSMO | Invesco S&p Smallcap Momentu | +0.3% | +0.16% | 加碼 |
| 22 | AVGO | Broadcom Inc | +0.3% | +17.57% | 加碼 |
| 23 | JPM | Jpmorgan Chase & Co | +0.3% | +30.80% | 加碼 |
| 24 | AMZN | Amazon.com Inc | +0.3% | +14.24% | 加碼 |
| 25 | JGRO | Jpmorgan Active Growth ETF | +0.3% | +4.37% | 加碼 |
| 26 | XLK | Ss Technology Select Sector | +0.3% | +36.34% | 加碼 |
| 27 | ADI | Analog Devices Inc | +0.3% | +953.52% | 加碼 |
| 28 | GE | General Electric | +0.3% | +20.54% | 加碼 |
| 29 | ETN | Eaton Corporation plc | +0.2% | +101.46% | 加碼 |
| 30 | NBIS | Nebius Group N.V. | +0.2% | +25.08% | 加碼 |
| 31 | PWR | Quanta Services Inc | +0.2% | +9.29% | 加碼 |
| 32 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +19.80% | 加碼 |
| 33 | XMMO | Invesco S&p Midcap Momentum | +0.2% | -8.53% | 減碼 |
| 34 | SPGI | S&p Global Inc | +0.2% | +322.50% | 加碼 |
| 35 | REGN | Regeneron Pharmaceuticals | +0.2% | +138.85% | 加碼 |
| 36 | MU | Micron Technology Inc | +0.2% | +24.79% | 加碼 |
| 37 | GOOG | Alphabet Inc-cl C | +0.2% | +28.94% | 加碼 |
| 38 | RTX | Rtx CORP | +0.2% | +13.23% | 加碼 |
| 39 | CASY | Casey's General Stores Inc | +0.2% | +22.11% | 加碼 |
| 40 | NFLX | Netflix Inc | +0.2% | +17.57% | 加碼 |
| 41 | V | Visa Inc-class A Shares | +0.2% | +77.11% | 加碼 |
| 42 | AMD | Advanced Micro Devices | +0.2% | +20.16% | 加碼 |
| 43 | CGHY | Cap Group High Yield Bond | +0.2% | +14.15% | 加碼 |
| 44 | CGMU | Cap Group Municipal Income | +0.1% | +18.54% | 加碼 |
| 45 | STRL | Sterling Infrastructure Inc | +0.1% | +43.87% | 加碼 |
| 46 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +52.40% | 加碼 |
| 47 | WMT | Walmart Inc | +0.1% | +47.79% | 加碼 |
| 48 | HWM | Howmet Aerospace Inc | +0.1% | +15.52% | 加碼 |
| 49 | KLAC | Kla CORP | +0.1% | +7.77% | 加碼 |
| 50 | CW | Curtiss-wright CORP | +0.1% | +9.91% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Greenline Wealth Management LLC 在 Q1 2026 季度的美股持倉總市值約為 US$1.2億，共申報了 94 個公開持股部位。
在 Q1 2026 季度，Greenline Wealth Management LLC 按市值排列的前三大核心持股分別為：CGDV (7.1%)、NVDA (5.1%)、AAPL (5.0%)。其中最大持股部位 CGDV 佔據整體投資組合約 7.1% 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
XAR
市值: US$60.0萬
本季最大獲利了結 / 清倉標的
SKOR
前期市值: US$81.0萬
在 Q1 2026 季度中，Greenline Wealth Management LLC 共進行了 199 項持倉異動，包含新建倉 5 個部位、加碼 60 個部位、減碼 13 個部位以及清倉 121 個部位。 其中最大新建倉標的為 XAR。 本季清倉部位包含 SKOR。
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。