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: 0001845302
申報總市值
US$3.6億
US$3.6億
74 檔
24.0%
Q2 2026 季度申報顯示，Greystone Financial Group, LLC 揭露的美股組合總市值為 US$3.6億，涵蓋 74 個不同之權益投資部位。
Greystone Financial Group, LLC 在 Q2 2026 的調整主要集中於風險出清，清倉與減碼部位合計達 64 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
整體而言，Greystone Financial Group, LLC 的前 5 大持股（包含 BSV, VTIP, BIV）貢獻了組合市值的 24.0%，形成該機構在 Q2 2026 季度的基本面基石。
| # | 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 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 6.00% | -0.19% | -1.70% | |
| 2 | VTIP | Vanguard Short-term Tips | ETF-其他 | 4.85% | -0.20% | -2.17% | |
| 3 | BIV | Vanguard Intermediate-term B | ETF-其他 | 4.80% | -4.80% | EXIT | |
| 4 | USHY | Ishares Broad Usd High Yield | ETF-非投資等級債 | 4.77% | -0.44% | — | |
| 5 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-其他 | 3.66% | -3.66% | EXIT | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 3.62% | -0.45% | +24.51% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 3.05% | +0.32% | -4.86% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.70% | — | -3.57% | |
| 9 | AMGN | Amgen Inc | 股票-醫療保健 | 2.58% | +0.36% | -3.40% | |
| 10 | SPG | Simon Property Group Inc | 股票-房地產 | 2.52% | -0.31% | -4.09% | |
| 11 | MU | Micron Technology Inc | 股票-科技 | 2.50% | +0.68% | — | |
| 12 | MS | Morgan Stanley | 股票-金融 | 2.48% | -0.27% | -3.72% | |
| 13 | LIN | Linde plc | 股票-原物料 | 2.43% | -0.22% | -4.24% | |
| 14 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 2.43% | -0.08% | -4.23% | |
| 15 | NVDA | Nvidia CORP | 股票-科技 | 2.38% | +0.41% | +20.33% | |
| 16 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 2.13% | +1.28% | -5.96% | |
| 17 | WM | Waste Management Inc | 股票-工業 | 2.11% | -2.11% | EXIT | |
| 18 | DUK | Duke Energy CORP | 股票-公用事業 | 2.10% | -0.22% | -3.35% | |
| 19 | LMT | Lockheed Martin CORP | 股票-工業 | 2.10% | -0.01% | -3.39% | |
| 20 | NOW | Servicenow Inc | 股票-科技 | 2.01% | +0.66% | +50.29% | |
| 21 | CSCO | Cisco Systems Inc | 股票-科技 | 2.01% | -0.22% | -6.68% | |
| 22 | WMT | Walmart Inc | 股票-非循環性消費 | 1.98% | -0.15% | -3.31% | |
| 23 | EMR | Emerson Electric Co | 股票-工業 | 1.96% | +0.14% | -3.45% | |
| 24 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.93% | -1.93% | EXIT | |
| 25 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.91% | +0.65% | +53.12% | |
| 26 | IBM | Intl Business Machines CORP | 股票-科技 | 1.90% | -1.90% | EXIT | |
| 27 | MSFT | Microsoft CORP | 股票-科技 | 1.88% | +0.69% | -3.02% | |
| 28 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.78% | -1.78% | EXIT | |
| 29 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.70% | +0.83% | -4.24% | |
| 30 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.58% | +0.50% | +77.20% | |
| 31 | CVX | Chevron CORP | 股票-能源 | 1.58% | +0.34% | -30.27% | |
| 32 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.58% | +0.07% | -3.62% | |
| 33 | TXN | Texas Instruments Inc | 股票-科技 | 1.43% | -0.07% | — | |
| 34 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.41% | -1.41% | EXIT | |
| 35 | MCK | Mckesson CORP | 股票-醫療保健 | 1.38% | +0.18% | -2.92% | |
| 36 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.29% | -0.01% | -3.05% | |
| 37 | VUG | Vanguard Growth ETF | ETF-其他 | 1.11% | -0.11% | +491.91% | |
| 38 | FOXA | Fox CORP - Class A | 股票-通訊服務 | 0.97% | +0.24% | -2.67% | |
| 39 | VTV | Vanguard Value ETF | ETF-其他 | 0.84% | -0.14% | -21.57% | |
| 40 | ✓ | 股票-其他 | 0.76% | -0.76% | EXIT | ||
| 41 | ✓ | 股票-其他 | 0.73% | -0.73% | EXIT | ||
| 42 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.68% | — | -16.96% | |
| 43 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.61% | -0.01% | +1.05% | |
| 44 | AOA | Ishares Core 80/20 Aggressiv | ETF-其他 | 0.43% | — | +10.05% | |
| 45 | GDXJ | Vaneck Junior Gold Miners | ETF-避險與商品 | 0.39% | +0.09% | — | |
| 46 | AOR | Ishares Core 60/40 Balanced | ETF-其他 | 0.37% | -0.07% | +60.39% | |
| 47 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.30% | +0.06% | -8.28% | |
| 48 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 0.29% | -0.03% | -5.35% | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.28% | +0.01% | +12.78% | |
| 50 | AXP | American Express Co | 股票-金融 | 0.26% | -0.26% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | USHY | Ishares Broad Usd High Yield | +4.8% | NEW | 新建倉 |
| 2 | MU | Micron Technology Inc | +2.5% | NEW | 新建倉 |
| 3 | TXN | Texas Instruments Inc | +1.4% | NEW | 新建倉 |
| 4 | AVGO | Broadcom Inc | +1.2% | +24.51% | 加碼 |
| 5 | CRWD | Crowdstrike Holdings Inc - A | +1% | -5.96% | 減碼 |
| 6 | ✓ | +0.8% | NEW | 新建倉 | |
| 7 | ✓ | +0.7% | NEW | 新建倉 | |
| 8 | TMO | Thermo Fisher Scientific Inc | +0.7% | +53.12% | 加碼 |
| 9 | META | Meta Platforms Inc-class A | +0.7% | +77.20% | 加碼 |
| 10 | NVDA | Nvidia CORP | +0.6% | +20.33% | 加碼 |
| 11 | NOW | Servicenow Inc | +0.6% | +50.29% | 加碼 |
| 12 | CSCO | Cisco Systems Inc | +0.6% | -6.68% | 減碼 |
| 13 | MS | Morgan Stanley | +0.4% | -3.72% | 減碼 |
| 14 | GDXJ | Vaneck Junior Gold Miners | +0.4% | NEW | 新建倉 |
| 15 | BNY | Bank Of New York Mellon CORP | +0.3% | -4.23% | 減碼 |
| 16 | SPG | Simon Property Group Inc | +0.3% | -4.09% | 減碼 |
| 17 | AAPL | Apple Inc | +0.2% | -4.86% | 減碼 |
| 18 | IBM | Intl Business Machines CORP | +0.2% | -2.52% | 減碼 |
| 19 | AMD | Advanced Micro Devices | +0.2% | +1.71% | 加碼 |
| 20 | AOR | Ishares Core 60/40 Balanced | +0.2% | +60.39% | 加碼 |
| 21 | JPM | Jpmorgan Chase & Co | +0.2% | -3.57% | 減碼 |
| 22 | VUG | Vanguard Growth ETF | +0.2% | +491.91% | 加碼 |
| 23 | PANW | Palo Alto Networks Inc | +0.1% | -8.28% | 減碼 |
| 24 | XLK | Ss Technology Select Sector | +0.1% | NEW | 新建倉 |
| 25 | AMZN | Amazon.com Inc | +0.1% | -4.24% | 減碼 |
| 26 | SBUX | Starbucks CORP | +0.1% | -4.34% | 減碼 |
| 27 | CEG | Constellation Energy | +0.1% | NEW | 新建倉 |
| 28 | IJR | Ishares Core S&p Small-cap E | +0.1% | +110.70% | 加碼 |
| 29 | SMH | Vaneck Semiconductor ETF | +0.1% | -5.35% | 減碼 |
| 30 | EMR | Emerson Electric Co | +0.1% | -3.45% | 減碼 |
| 31 | ✓ | +0.1% | NEW | 新建倉 | |
| 32 | ACWI | Ishares Msci Acwi ETF | +0.1% | +1.05% | 加碼 |
| 33 | AOA | Ishares Core 80/20 Aggressiv | +0.1% | +10.05% | 加碼 |
| 34 | VOO | Vanguard S&p 500 ETF | +0.1% | +12.78% | 加碼 |
| 35 | LLY | Eli Lilly & Co | +0.1% | NEW | 新建倉 |
| 36 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -8.34% | 減碼 |
| 37 | KO | Coca-cola Co/the | 0% | -3.62% | 減碼 |
| 38 | XBI | Ss Spdr S&p Biotech ETF | 0% | -2.57% | 減碼 |
| 39 | ✓ | Innoviz Technologies LTD Shs | 0% | NEW | 新建倉 |
| 40 | XLI | Ss Industrial Select Sector | 0% | -1.71% | 減碼 |
| 41 | KLAC | Kla CORP | 0% | +477.10% | 加碼 |
| 42 | GOOGL | Alphabet Inc-cl A | 0% | -13.65% | 減碼 |
| 43 | TSLA | Tesla Inc | 0% | +1.58% | 加碼 |
| 44 | RSP | Invesco S&p 500 Equal Weight | 0% | -1.27% | 減碼 |
| 45 | GEV | GE Vernova Inc | 0% | -12.19% | 減碼 |
| 46 | SPEM | State Street Sp Ptf Em ETF | 0% | -1.94% | 減碼 |
| 47 | IJH | Ishares Core S&p Midcap ETF | 0% | -10.96% | 減碼 |
| 48 | AXP | American Express Co | — | -8.03% | 減碼 |
| 49 | GS | Goldman Sachs Group Inc | — | -15.26% | 減碼 |
| 50 | SCHW | Schwab (charles) CORP | 0% | -13.64% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Greystone Financial Group, LLC 在 Q2 2026 季度的美股持倉總市值約為 US$3.6億，共申報了 74 個公開持股部位。
在 Q2 2026 季度，Greystone Financial Group, LLC 按市值排列的前三大核心持股分別為：BSV (6.0%)、VTIP (4.8%)、BIV (4.8%)。其中最大持股部位 BSV 佔據整體投資組合約 6.0% 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
USHY
市值: US$1707.8萬
本季最大獲利了結 / 清倉標的
BLV
前期市值: US$1750.8萬
在 Q2 2026 季度中，Greystone Financial Group, LLC 共進行了 89 項持倉異動，包含新建倉 11 個部位、加碼 14 個部位、減碼 49 個部位以及清倉 15 個部位。 其中最大新建倉標的為 USHY。 本季清倉部位包含 BLV。
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。