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: 0002109913
申報總市值
US$1.8億
US$1.8億
912 檔
16.8%
Q2 2026 季度申報顯示，Hilton Head Capital Partners, LLC 揭露的美股組合總市值為 US$1.8億，涵蓋 912 個不同之權益投資部位。
Q2 2026 的申報記錄反映 Hilton Head Capital Partners, LLC 的板塊替換策略：機構本季推動了 90 筆增持與 97 筆減持，籌碼呈現明顯的結構重組。
整體而言，Hilton Head Capital Partners, LLC 的前 5 大持股（包含 FTSM, SEPI, LLY）貢獻了組合市值的 16.8%，形成該機構在 Q2 2026 季度的基本面基石。
僅顯示前 200 大持股（共 912 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 | FTSM | First Trust Enh Short Mat Fd | ETF-其他 | 5.88% | +2.12% | -27.46% | |
| 2 | SEPI | Shelton Eqty Premium Inc ETF | ETF-其他 | 2.84% | +0.35% | +440.46% | |
| 3 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.45% | -0.19% | — | |
| 4 | LRCX | Lam Research CORP | 股票-科技 | 2.32% | -0.66% | -1.46% | |
| 5 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 2.15% | +0.20% | -16.99% | |
| 6 | RDVY | First Trust Rising Dividend | ETF-其他 | 2.14% | +0.07% | +39.03% | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.98% | -0.52% | +0.74% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 1.93% | +0.32% | -1.68% | |
| 9 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.86% | — | -10.05% | |
| 10 | AAPL | Apple Inc | 股票-科技 | 1.63% | +0.24% | -3.82% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.61% | +0.70% | -1.76% | |
| 12 | PM | Philip Morris International | 股票-非循環性消費 | 1.52% | +0.06% | -1.07% | |
| 13 | AVDE | Avantis International Equity | ETF-其他 | 1.44% | +0.12% | — | |
| 14 | WMT | Walmart Inc | 股票-非循環性消費 | 1.25% | -0.08% | -1.98% | |
| 15 | ARM | Arm Holdings Plc-adr | 股票-科技 | 1.25% | -0.25% | +0.07% | |
| 16 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.23% | +0.03% | -4.97% | |
| 17 | SDVY | First Trust Smid Cap Rising | ETF-其他 | 1.21% | — | +7.27% | |
| 18 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.16% | +0.02% | +58.67% | |
| 19 | GLW | Corning Inc | 股票-科技 | 1.11% | -0.50% | -20.38% | |
| 20 | MO | Altria Group Inc | 股票-非循環性消費 | 1.10% | -0.06% | +0.21% | |
| 21 | AVGO | Broadcom Inc | 股票-科技 | 1.08% | -0.26% | -15.64% | |
| 22 | LMT | Lockheed Martin CORP | 股票-工業 | 1.07% | -0.10% | +105.74% | |
| 23 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.01% | +0.07% | -13.93% | |
| 24 | TFC | Truist Financial CORP | 股票-金融 | 0.98% | -0.01% | -4.43% | |
| 25 | QGRO | American Century US Quality | ETF-其他 | 0.97% | +0.06% | — | |
| 26 | GE | General Electric | 股票-工業 | 0.97% | -0.16% | -0.06% | |
| 27 | MGNR | Amer Beac Glg Ntrl Rsrcs ETF | ETF-其他 | 0.90% | +0.08% | — | |
| 28 | CAT | Caterpillar Inc | 股票-工業 | 0.85% | -0.24% | -1.61% | |
| 29 | PWR | Quanta Services Inc | 股票-工業 | 0.76% | -0.14% | -0.90% | |
| 30 | VRT | Vertiv Holdings Co-a | 股票-工業 | 0.74% | -0.30% | -18.78% | |
| 31 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.74% | +0.19% | +6.44% | |
| 32 | AMAT | Applied Materials Inc | 股票-科技 | 0.74% | -0.22% | +1.30% | |
| 33 | AMGN | Amgen Inc | 股票-醫療保健 | 0.72% | +0.10% | +1.79% | |
| 34 | FTC | First Trust Large Cap Growth | ETF-大型股與成長 | 0.71% | -0.01% | -26.67% | |
| 35 | FTNT | Fortinet Inc | 股票-科技 | 0.70% | +0.09% | -0.72% | |
| 36 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-大型股與成長 | 0.69% | — | -72.67% | |
| 37 | D | Dominion Energy Inc | 股票-公用事業 | 0.68% | -0.05% | +1.56% | |
| 38 | MMIN | Nyli Mackay Muni Insured ETF | ETF-其他 | 0.67% | -0.01% | -17.14% | |
| 39 | FTCS | First Trust Capital Strength | ETF-其他 | 0.67% | +0.04% | -53.89% | |
| 40 | CSCO | Cisco Systems Inc | 股票-科技 | 0.65% | -0.08% | -18.95% | |
| 41 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.63% | +0.21% | +5.56% | |
| 42 | AMD | Advanced Micro Devices | 股票-科技 | 0.61% | +0.06% | -10.54% | |
| 43 | NSC | Norfolk Southern CORP | 股票-工業 | 0.61% | +0.01% | -0.16% | |
| 44 | XOM | Exxon Mobil CORP | 股票-能源 | 0.60% | -0.60% | EXIT | |
| 45 | VLO | Valero Energy CORP | 股票-能源 | 0.59% | +0.19% | -1.84% | |
| 46 | CVX | Chevron CORP | 股票-能源 | 0.59% | +0.14% | +33.91% | |
| 47 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.58% | -0.02% | -7.91% | |
| 48 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.54% | -0.01% | +0.46% | |
| 49 | BTI | British American Tob-sp Adr | 股票-非循環性消費 | 0.53% | — | +1.02% | |
| 50 | CDNS | Cadence Design Sys Inc | 股票-科技 | 0.53% | -0.07% | +0.46% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SEPI | Shelton Eqty Premium Inc ETF | +2.3% | +440.46% | 加碼 |
| 2 | AVDE | Avantis International Equity | +1.4% | NEW | 新建倉 |
| 3 | LRCX | Lam Research CORP | +1% | -1.46% | 減碼 |
| 4 | QGRO | American Century US Quality | +1% | NEW | 新建倉 |
| 5 | MGNR | Amer Beac Glg Ntrl Rsrcs ETF | +0.9% | NEW | 新建倉 |
| 6 | RDVY | First Trust Rising Dividend | +0.7% | +39.03% | 加碼 |
| 7 | ARM | Arm Holdings Plc-adr | +0.7% | +0.07% | 加碼 |
| 8 | IVW | Ishares S&p 500 Growth ETF | +0.5% | +58.67% | 加碼 |
| 9 | ARKG | Ark Genomic Revolution ETF | +0.4% | +1301.11% | 加碼 |
| 10 | LMT | Lockheed Martin CORP | +0.4% | +105.74% | 加碼 |
| 11 | ANET | Arista Networks Inc | +0.4% | +1820.00% | 加碼 |
| 12 | ETN | Eaton Corporation plc | +0.4% | +2080.00% | 加碼 |
| 13 | SNPS | Synopsys Inc | +0.4% | +12815.38% | 加碼 |
| 14 | APH | Amphenol Corp-cl A | +0.4% | +814.17% | 加碼 |
| 15 | ARKQ | Ark Autonomous Tech & Robot | +0.4% | NEW | 新建倉 |
| 16 | LLY | Eli Lilly & Co | +0.4% | — | 不變 |
| 17 | AMAT | Applied Materials Inc | +0.4% | +1.30% | 加碼 |
| 18 | ARKW | Ark Next Generation Internet | +0.4% | +1610.40% | 加碼 |
| 19 | AMD | Advanced Micro Devices | +0.3% | -10.54% | 減碼 |
| 20 | KO | Coca-cola Co/the | +0.3% | +273.47% | 加碼 |
| 21 | ORI | Old Republic Intl CORP | +0.3% | +2015.64% | 加碼 |
| 22 | SHW | Sherwin-williams Co/the | +0.3% | +2786.76% | 加碼 |
| 23 | FAST | Fastenal Co | +0.3% | +19916.13% | 加碼 |
| 24 | GLW | Corning Inc | +0.3% | -20.38% | 減碼 |
| 25 | FTNT | Fortinet Inc | +0.3% | -0.72% | 減碼 |
| 26 | NEE | Nextera Energy Inc | +0.2% | +121.31% | 加碼 |
| 27 | CAT | Caterpillar Inc | +0.2% | -1.61% | 減碼 |
| 28 | MU | Micron Technology Inc | +0.2% | -9.40% | 減碼 |
| 29 | GE | General Electric | +0.2% | -0.06% | 減碼 |
| 30 | SYF | Synchrony Financial | +0.1% | +65.90% | 加碼 |
| 31 | PWR | Quanta Services Inc | +0.1% | -0.90% | 減碼 |
| 32 | CDNS | Cadence Design Sys Inc | +0.1% | +0.46% | 加碼 |
| 33 | VICI | Vici Properties Inc | +0.1% | +4074.56% | 加碼 |
| 34 | GPC | Genuine Parts Co | +0.1% | +32.68% | 加碼 |
| 35 | SDVY | First Trust Smid Cap Rising | +0.1% | +7.27% | 加碼 |
| 36 | CSCO | Cisco Systems Inc | +0.1% | -18.95% | 減碼 |
| 37 | UNH | Unitedhealth Group Inc | +0.1% | +71.76% | 加碼 |
| 38 | TSCO | Tractor Supply Company | +0.1% | +262.57% | 加碼 |
| 39 | GOOG | Alphabet Inc-cl C | +0.1% | +0.46% | 加碼 |
| 40 | MTSI | Macom Technology Solutions H | +0.1% | NEW | 新建倉 |
| 41 | AZN | AstraZeneca PLC | +0.1% | NEW | 新建倉 |
| 42 | QCOM | Qualcomm Inc | 0% | -14.04% | 減碼 |
| 43 | VGT | Vanguard Info Tech ETF | 0% | +619.90% | 加碼 |
| 44 | EPD | Enterprise Products Partners | 0% | +25.52% | 加碼 |
| 45 | CL | Colgate-palmolive Co | 0% | +15.54% | 加碼 |
| 46 | SIBN | Si-bone Inc | 0% | — | 不變 |
| 47 | GEV | GE Vernova Inc | 0% | -3.15% | 減碼 |
| 48 | INTC | Intel CORP | 0% | -53.11% | 減碼 |
| 49 | COHR | Coherent CORP | 0% | +9.84% | 加碼 |
| 50 | ARKX | Ark Space & Defense Innovati | 0% | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Hilton Head Capital Partners, LLC 在 Q2 2026 季度的美股持倉總市值約為 US$1.8億，共申報了 912 個公開持股部位。
在 Q2 2026 季度，Hilton Head Capital Partners, LLC 按市值排列的前三大核心持股分別為：FTSM (5.9%)、SEPI (2.8%)、LLY (2.5%)。其中最大持股部位 FTSM 佔據整體投資組合約 5.9% 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
AVDE
市值: US$286.7萬
本季最大獲利了結 / 清倉標的
ESLT
前期市值: US$10.2萬
在 Q2 2026 季度中，Hilton Head Capital Partners, LLC 共進行了 187 項持倉異動，包含新建倉 19 個部位、加碼 71 個部位、減碼 89 個部位以及清倉 8 個部位。 其中最大新建倉標的為 AVDE。 本季清倉部位包含 ESLT。
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。