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: 0002106882
申報總市值
US$1.2億
US$1.2億
250 檔
23.4%
在 Q1 2026 的 13F 官方備案中，High Point Wealth Management, LLC 管理的美股投資組合規模來到 US$1.2億，整體持股檔數為 250 檔。
High Point Wealth Management, LLC 於 Q1 2026 展現出進攻型調倉步調，本季推動了 25 檔股票的新建倉與 72 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。
在資產配置集中度方面，High Point Wealth Management, LLC 的前 5 大核心持股（包含 IYW, FTEC, FDVV 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。
僅顯示前 200 大持股（共 250 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 | IYW | Ishares Ustechnology ETF | ETF-科技型 | 9.13% | +1.34% | -0.92% | |
| 2 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 5.77% | +1.10% | +11.20% | |
| 3 | FDVV | Fidelity High Dividend ETF | ETF-其他 | 5.77% | -0.42% | +6.43% | |
| 4 | PEG | Public Service Enterprise Gp | 股票-公用事業 | 3.47% | -0.51% | +4.11% | |
| 5 | SO | Southern Co/the | 股票-公用事業 | 3.44% | -0.52% | +3.83% | |
| 6 | HDV | Ishares Core High Dividend E | ETF-其他 | 3.38% | -0.46% | +2.94% | |
| 7 | CIBR | First Trust Nasdaq Cybersecu | ETF-科技型 | 3.25% | +0.49% | -4.44% | |
| 8 | ED | Consolidated Edison Inc | 股票-公用事業 | 2.51% | -0.41% | +4.34% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.23% | -0.06% | -2.61% | |
| 10 | SOXX | Ishares Semiconductor ETF | ETF-其他 | 2.15% | +1.63% | +37.09% | |
| 11 | WELL | Welltower Inc | 股票-房地產 | 2.12% | +0.02% | +18.34% | |
| 12 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 1.98% | -0.11% | -1.36% | |
| 13 | FUTY | Fidelity Msci US Utilities | ETF-其他 | 1.78% | -0.03% | +10.08% | |
| 14 | XLE | Ss Energy Select Sector | ETF-其他 | 1.76% | -0.45% | +3.56% | |
| 15 | SKYY | First Trust Cloud Computing | ETF-其他 | 1.69% | +0.05% | -8.10% | |
| 16 | FBCG | Fidelity Blue Chip Grow ETF | ETF-其他 | 1.55% | -0.22% | — | |
| 17 | IHI | Ishares U.s. Medical Devices | ETF-其他 | 1.51% | -0.57% | -6.71% | |
| 18 | PM | Philip Morris International | 股票-非循環性消費 | 1.43% | -0.09% | +7.70% | |
| 19 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 1.24% | +0.03% | -8.93% | |
| 20 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.23% | -0.03% | +32.07% | |
| 21 | FCLD | Fidelity Cloud Computing ETF | ETF-其他 | 1.17% | +0.23% | -14.47% | |
| 22 | BAC 7.25 PERP L債券 | Bank Of America CORP | 債券 | 1.16% | -0.07% | +17.44% | |
| 23 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股與成長 | 1.16% | -0.12% | -13.94% | |
| 24 | QQQX | Nuveen Nasdaq 100 Dyn Overwr | 股票-其他 | 1.15% | +0.18% | +12.47% | |
| 25 | PAVE | Global X US Infrastructure | ETF-其他 | 1.07% | +0.02% | +112.71% | |
| 26 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.99% | +0.06% | +3.98% | |
| 27 | WFC 7.5 PERP L債券 | Wells Fargo & Company | 債券 | 0.99% | -0.09% | +14.94% | |
| 28 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.98% | -0.06% | -12.24% | |
| 29 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.98% | +0.04% | +0.06% | |
| 30 | XSSPX | Nuveen S&p 500 Dynam Overwr | 股票-其他 | 0.93% | -0.01% | +139.63% | |
| 31 | FHLC | Fidelity Msci Health Care | ETF-其他 | 0.88% | -0.06% | +10.65% | |
| 32 | IYH | Ishares U.s. Healthcare ETF | ETF-其他 | 0.82% | -0.08% | +0.29% | |
| 33 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.75% | -0.22% | +103.61% | |
| 34 | DTCR | Global X Data Center & Digit | ETF-其他 | 0.73% | +0.30% | +87.90% | |
| 35 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.72% | -0.13% | -7.79% | |
| 36 | DUK | Duke Energy CORP | 股票-公用事業 | 0.70% | -0.07% | +3.26% | |
| 37 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.70% | -0.04% | +37.94% | |
| 38 | MSFT | Microsoft CORP | 股票-科技 | 0.67% | -0.10% | +6.97% | |
| 39 | ETR | Entergy CORP | 股票-公用事業 | 0.66% | -0.15% | +0.13% | |
| 40 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.65% | -0.10% | +0.54% | |
| 41 | V | Visa Inc-class A Shares | 股票-金融 | 0.63% | -0.07% | +0.14% | |
| 42 | AEP | American Electric Power | 股票-公用事業 | 0.62% | -0.07% | +0.24% | |
| 43 | QTUM | Defiance Quantum ETF | ETF-其他 | 0.62% | +0.21% | +13.29% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.60% | -0.01% | +14.78% | |
| 45 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.59% | -0.07% | +0.36% | |
| 46 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.58% | -0.18% | +70.66% | |
| 47 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.56% | -0.01% | +38.19% | |
| 48 | XLF | Ss Financial Select Sector | ETF-其他 | 0.56% | -0.06% | -0.73% | |
| 49 | XSW | Ss Spdr S&p Soft & Serv ETF | ETF-其他 | 0.56% | -0.08% | -80.27% | |
| 50 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.55% | -0.13% | +29.73% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SOXX | Ishares Semiconductor ETF | +0.8% | +37.09% | 加碼 |
| 2 | PAVE | Global X US Infrastructure | +0.6% | +112.71% | 加碼 |
| 3 | XLE | Ss Energy Select Sector | +0.6% | +3.56% | 加碼 |
| 4 | SO | Southern Co/the | +0.5% | +3.83% | 加碼 |
| 5 | HDV | Ishares Core High Dividend E | +0.5% | +2.94% | 加碼 |
| 6 | XSSPX | Nuveen S&p 500 Dynam Overwr | +0.5% | +139.63% | 加碼 |
| 7 | WELL | Welltower Inc | +0.5% | +18.34% | 加碼 |
| 8 | ED | Consolidated Edison Inc | +0.5% | +4.34% | 加碼 |
| 9 | IAU | Ishares Gold Trust | +0.4% | +103.61% | 加碼 |
| 10 | DTCR | Global X Data Center & Digit | +0.4% | +87.90% | 加碼 |
| 11 | FDVV | Fidelity High Dividend ETF | +0.4% | +6.43% | 加碼 |
| 12 | PKB | Invesco Building & Construct | +0.3% | +309.11% | 加碼 |
| 13 | FTEC | Fidelity Msci Info Tech Indx | +0.3% | +11.20% | 加碼 |
| 14 | FUTY | Fidelity Msci US Utilities | +0.3% | +10.08% | 加碼 |
| 15 | PEG | Public Service Enterprise Gp | +0.3% | +4.11% | 加碼 |
| 16 | AMZN | Amazon.com Inc | +0.2% | +32.07% | 加碼 |
| 17 | META | Meta Platforms Inc-class A | +0.2% | +70.66% | 加碼 |
| 18 | GILD | Gilead Sciences Inc | +0.2% | +29.73% | 加碼 |
| 19 | XLI | Ss Industrial Select Sector | +0.2% | +206.55% | 加碼 |
| 20 | PM | Philip Morris International | +0.2% | +7.70% | 加碼 |
| 21 | JPM | Jpmorgan Chase & Co | +0.2% | +37.94% | 加碼 |
| 22 | BAC 7.25 PERP L債券 | Bank Of America CORP | +0.2% | +17.44% | 加碼 |
| 23 | XOM | Exxon Mobil CORP | +0.1% | +13.94% | 加碼 |
| 24 | ABBV | Abbvie Inc | +0.1% | +38.19% | 加碼 |
| 25 | ETR | Entergy CORP | +0.1% | +0.13% | 加碼 |
| 26 | GS | Goldman Sachs Group Inc | +0.1% | +32.48% | 加碼 |
| 27 | DUK | Duke Energy CORP | +0.1% | +3.26% | 加碼 |
| 28 | JNJ | Johnson & Johnson | +0.1% | +0.36% | 加碼 |
| 29 | WFC 7.5 PERP L債券 | Wells Fargo & Company | +0.1% | +14.94% | 加碼 |
| 30 | UNP | Union Pacific CORP | +0.1% | +301.77% | 加碼 |
| 31 | AEP | American Electric Power | +0.1% | +0.24% | 加碼 |
| 32 | QQQX | Nuveen Nasdaq 100 Dyn Overwr | +0.1% | +12.47% | 加碼 |
| 33 | QTUM | Defiance Quantum ETF | +0.1% | +13.29% | 加碼 |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +14.78% | 加碼 |
| 35 | AEE | Ameren Corporation | +0.1% | +0.16% | 加碼 |
| 36 | PNW | Pinnacle West Capital | +0.1% | +19.42% | 加碼 |
| 37 | GLD | Spdr Gold Shares | +0.1% | +39.86% | 加碼 |
| 38 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.1% | +0.54% | 加碼 |
| 39 | FHLC | Fidelity Msci Health Care | +0.1% | +10.65% | 加碼 |
| 40 | KO | Coca-cola Co/the | +0.1% | +2.31% | 加碼 |
| 41 | CVX | Chevron CORP | 0% | +34.87% | 加碼 |
| 42 | PG | Procter & Gamble Co/the | 0% | +24.49% | 加碼 |
| 43 | EQIX | Equinix Inc | 0% | — | 不變 |
| 44 | CL | Colgate-palmolive Co | 0% | +64.24% | 加碼 |
| 45 | UBSI | United Bankshares Inc | 0% | +0.99% | 加碼 |
| 46 | FE | Firstenergy CORP | 0% | -5.65% | 減碼 |
| 47 | IJH | Ishares Core S&p Midcap ETF | 0% | +32.50% | 加碼 |
| 48 | EXC | Exelon CORP | 0% | +0.14% | 加碼 |
| 49 | IVE | Ishares S&p 500 Value ETF | 0% | -1.36% | 減碼 |
| 50 | ODFL | Old Dominion Freight Line | 0% | — | 不變 |
根據 SEC 官方 Form 13F 申報備案，High Point 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 250 個公開持股部位。
在 Q1 2026 季度，High Point Wealth Management, LLC 按市值排列的前三大核心持股分別為：IYW (9.1%)、FTEC (5.8%)、FDVV (5.8%)。其中最大持股部位 IYW 佔據整體投資組合約 9.1% 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
IDGT
市值: US$31.0萬
本季最大獲利了結 / 清倉標的
XBXMX
前期市值: US$57.4萬
在 Q1 2026 季度中，High Point Wealth Management, LLC 共進行了 160 項持倉異動，包含新建倉 25 個部位、加碼 72 個部位、減碼 45 個部位以及清倉 18 個部位。 其中最大新建倉標的為 IDGT。 本季清倉部位包含 XBXMX。
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。