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: 0001071061
申報總市值
US$73.9億
US$73.9億
2696 檔
19.5%
Hantz Financial Services, Inc. 在 Q1 2026 季度的美股部位總計估值為 US$73.9億，分散於 2696 個持倉標的之中，反映其市場參與廣度與投資規模。
在 Q1 2026 期間，Hantz Financial Services, Inc. 展現了靈活的資產再平衡步調，透過出清 3 檔弱勢或達到目標價部位，將資金轉置於 3 檔新建倉標的之中。
在資產配置集中度方面，Hantz Financial Services, Inc. 的前 5 大核心持股（包含 IVV, CAML, USSE 等）合計佔整體申報市值的 19.5%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 2696 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 5.97% | +1.42% | +25.76% | |
| 2 | CAML | Congress Large Cap Growth | ETF-大型股與成長 | 4.89% | -0.04% | +8.16% | |
| 3 | USSE | Sb&h Select Equity ETF | ETF-其他 | 4.46% | +0.25% | +7.15% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 3.56% | +0.43% | +9.17% | |
| 5 | BUSA | Brandes US Value ETF | ETF-其他 | 3.16% | -0.23% | -11.33% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 3.01% | +0.19% | +41.36% | |
| 7 | CSMD | Congress Smid Growth ETF | ETF-其他 | 2.91% | +0.10% | -16.98% | |
| 8 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 2.79% | -0.11% | -25.87% | |
| 9 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-其他 | 2.63% | +0.75% | +39.73% | |
| 10 | BINV | Brandes International ETF | ETF-其他 | 2.59% | -0.31% | -11.99% | |
| 11 | FLIA | Franklin International Aggre | ETF-其他 | 2.07% | -0.20% | +22.46% | |
| 12 | BSMC | Brandes US Small-mid Cap Val | ETF-其他 | 1.81% | -0.08% | -4.40% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 1.75% | +0.06% | +26.85% | |
| 14 | AAPL | Apple Inc | 股票-科技 | 1.59% | +0.11% | +21.43% | |
| 15 | FLCO | Franklin Investment Grade Co | ETF-投資等級公司債 | 1.50% | -0.22% | -14.41% | |
| 16 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.40% | +0.13% | +63.59% | |
| 17 | FLBL | Franklin Senior Loan ETF | ETF-其他 | 1.34% | -0.18% | +56.80% | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 1.22% | -0.31% | -15.48% | |
| 19 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.12% | -0.17% | -16.26% | |
| 20 | RLY | Ss Multi-asset Real Ret ETF | ETF-其他 | 1.09% | -0.10% | +6.71% | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.96% | +0.25% | +8.35% | |
| 22 | EDV | Vanguard Extended Dur Treas | ETF-其他 | 0.90% | -0.25% | +31.14% | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.87% | +0.02% | +8.01% | |
| 24 | FLHY | Franklin High Yield Corporat | ETF-非投資等級債 | 0.84% | -0.09% | +21.70% | |
| 25 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.82% | -0.16% | +41.92% | |
| 26 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 0.73% | +0.06% | +6.84% | |
| 27 | FLCB | Franklin U.s. Core Bond ETF | ETF-其他 | 0.69% | +0.08% | +57.10% | |
| 28 | AVGO | Broadcom Inc | 股票-科技 | 0.67% | -0.01% | -21.89% | |
| 29 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 0.56% | -0.03% | +3.09% | |
| 30 | V | Visa Inc-class A Shares | 股票-金融 | 0.53% | -0.02% | -21.48% | |
| 31 | XOM | Exxon Mobil CORP | 股票-能源 | 0.52% | -0.15% | -6.88% | |
| 32 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.49% | +0.01% | — | |
| 33 | ✓ | 股票-其他 | 0.49% | — | -12.29% | ||
| 34 | ASML | ASML Holding N.V. | 股票-科技 | 0.46% | +0.13% | — | |
| 35 | ✓ | 股票-其他 | 0.46% | — | +1.22% | ||
| 36 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.45% | +0.01% | -2.86% | |
| 37 | NFLX | Netflix Inc | 股票-通訊服務 | 0.45% | -0.18% | — | |
| 38 | ✓ | 股票-其他 | 0.45% | — | +74.18% | ||
| 39 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.44% | +0.08% | +9.27% | |
| 40 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.43% | — | +9.17% | |
| 41 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.42% | +0.02% | +7.30% | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.42% | — | -6.93% | |
| 43 | PH | Parker Hannifin CORP | 股票-工業 | 0.41% | -0.02% | -3.87% | |
| 44 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.41% | -0.12% | +54.51% | |
| 45 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.40% | +0.14% | +66.68% | |
| 46 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.37% | -0.04% | -33.43% | |
| 47 | VIOO | Vanguard S&p Small-cap 600 E | ETF-其他 | 0.34% | +0.13% | +32.70% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.33% | -0.01% | +7.69% | |
| 49 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.32% | -0.04% | -0.38% | |
| 50 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股與成長 | 0.31% | -0.03% | -3.69% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +1.2% | +25.76% | 加碼 |
| 2 | AGG | Ishares Core U.s. Aggregate | +0.9% | +41.36% | 加碼 |
| 3 | IVOO | Vanguard S&p Mid-cap 400 ETF | +0.9% | +39.73% | 加碼 |
| 4 | BNDX | Vanguard Total Intl Bond ETF | +0.6% | +63.59% | 加碼 |
| 5 | FLBL | Franklin Senior Loan ETF | +0.5% | +56.80% | 加碼 |
| 6 | FLIA | Franklin International Aggre | +0.4% | +22.46% | 加碼 |
| 7 | IEFA | Ishares Core Msci Eafe ETF | +0.4% | +9.17% | 加碼 |
| 8 | USSE | Sb&h Select Equity ETF | +0.4% | +7.15% | 加碼 |
| 9 | NVDA | Nvidia CORP | +0.3% | +26.85% | 加碼 |
| 10 | FLCB | Franklin U.s. Core Bond ETF | +0.3% | +57.10% | 加碼 |
| 11 | EDV | Vanguard Extended Dur Treas | +0.2% | +31.14% | 加碼 |
| 12 | AAPL | Apple Inc | +0.2% | +21.43% | 加碼 |
| 13 | RLY | Ss Multi-asset Real Ret ETF | +0.2% | +6.71% | 加碼 |
| 14 | ✓ | +0.2% | +74.18% | 加碼 | |
| 15 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +66.68% | 加碼 |
| 16 | META | Meta Platforms Inc-class A | +0.2% | +41.92% | 加碼 |
| 17 | FLHY | Franklin High Yield Corporat | +0.2% | +21.70% | 加碼 |
| 18 | IEI | Ishares 3-7 Year Treasury Bo | +0.2% | +54.51% | 加碼 |
| 19 | XOM | Exxon Mobil CORP | +0.1% | -6.88% | 減碼 |
| 20 | ETN | Eaton Corporation plc | +0.1% | +52.76% | 加碼 |
| 21 | RHHBY | Roche Holdings Ltd-spons Adr | +0.1% | +169.89% | 加碼 |
| 22 | SCHX | Schwab US Large-cap ETF | +0.1% | +146.40% | 加碼 |
| 23 | VIOO | Vanguard S&p Small-cap 600 E | +0.1% | +32.70% | 加碼 |
| 24 | ✓ | +0.1% | +1.22% | 加碼 | |
| 25 | WIP | State Street Spdr Ftse Inter | +0.1% | +43.99% | 加碼 |
| 26 | PANW | Palo Alto Networks Inc | +0.1% | +94.21% | 加碼 |
| 27 | LIN | Linde plc | +0.1% | +42.23% | 加碼 |
| 28 | GWW | Ww Grainger Inc | +0.1% | +83.09% | 加碼 |
| 29 | MRSH | Marsh & Mclennan Cos | +0.1% | +105.54% | 加碼 |
| 30 | KMB | Kimberly-clark CORP | +0.1% | +2317.68% | 加碼 |
| 31 | TXN | Texas Instruments Inc | +0.1% | +21.14% | 加碼 |
| 32 | ✓ | +0.1% | +147.63% | 加碼 | |
| 33 | DAL | Delta Air Lines Inc | +0.1% | +825.27% | 加碼 |
| 34 | SHEL | Shell Plc-adr | +0.1% | +34.24% | 加碼 |
| 35 | WMB | Williams Cos Inc | +0.1% | +14.95% | 加碼 |
| 36 | EQH | Equitable Holdings Inc | +0.1% | +2184.38% | 加碼 |
| 37 | TKO | Tko Group Holdings Inc | +0.1% | +621.03% | 加碼 |
| 38 | WIX | Wix.com Ltd. | +0.1% | +132.27% | 加碼 |
| 39 | BX | Blackstone Inc | +0.1% | +2271.35% | 加碼 |
| 40 | CMG | Chipotle Mexican Grill Inc | +0.1% | +150.80% | 加碼 |
| 41 | JNJ | Johnson & Johnson | +0.1% | -0.38% | 減碼 |
| 42 | ✓ | +0.1% | +594.18% | 加碼 | |
| 43 | TER | Teradyne Inc | +0.1% | +2430.65% | 加碼 |
| 44 | CAT | Caterpillar Inc | +0.1% | -1.73% | 減碼 |
| 45 | SHW | Sherwin-williams Co/the | +0.1% | +45.12% | 加碼 |
| 46 | SYK | Stryker CORP | +0.1% | +65.91% | 加碼 |
| 47 | HON | Honeywell International Inc | 0% | +541.85% | 加碼 |
| 48 | EADSY | Airbus Se - Unsp Adr | 0% | +160.04% | 加碼 |
| 49 | EQNR | Equinor Asa-spon Adr | 0% | +245.96% | 加碼 |
| 50 | RTX | Rtx CORP | 0% | +13.80% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Hantz Financial Services, Inc. 在 Q1 2026 季度的美股持倉總市值約為 US$73.9億，共申報了 2696 個公開持股部位。
在 Q1 2026 季度，Hantz Financial Services, Inc. 按市值排列的前三大核心持股分別為：IVV (6.0%)、CAML (4.9%)、USSE (4.5%)。其中最大持股部位 IVV 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
AZN
市值: US$517.4萬
本季最大獲利了結 / 清倉標的
CHTH
前期市值: US$2447.1萬
在 Q1 2026 季度中，Hantz Financial Services, Inc. 共進行了 200 項持倉異動，包含新建倉 3 個部位、加碼 86 個部位、減碼 108 個部位以及清倉 3 個部位。 其中最大新建倉標的為 AZN。 本季清倉部位包含 CHTH。
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。