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: 0002054916
申報總市值
US$3.7億
US$3.7億
276 檔
17.5%
在 Q1 2026 申報期間，Impact Capital Partners LLC（CIK: 0002054916）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$3.7億，共持有 276 個公開申報部位。
觀察 Q1 2026 的資金脈絡，Impact Capital Partners LLC 在獲利結算 15 檔個股的同時，將資本重新部署至 18 檔新選標的，展現主動管理機構的輪動節奏。
在資產配置集中度方面，Impact Capital Partners LLC 的前 5 大核心持股（包含 AAPL, NVDA, MSFT 等）合計佔整體申報市值的 17.5%，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 276 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 | AAPL | Apple Inc | 股票-科技 | 4.72% | +0.16% | +18.05% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 4.42% | +0.20% | +0.98% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.14% | -0.43% | -9.31% | |
| 4 | DDWM | Wisdomtree Dy Inter Eq Fd-us | ETF-其他 | 3.08% | -0.03% | +15.29% | |
| 5 | AVGO | Broadcom Inc | 股票-科技 | 3.04% | +0.33% | -12.26% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.33% | +0.27% | +55.29% | |
| 7 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.06% | -0.18% | +1.15% | |
| 8 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.86% | -0.10% | -1.22% | |
| 9 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 1.79% | +0.14% | +1.63% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.77% | +0.03% | -2.11% | |
| 11 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.65% | +0.05% | -0.35% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.65% | -0.19% | +12.45% | |
| 13 | IMTM | Ishares Msci Intl Momentum F | ETF-其他 | 1.52% | +0.06% | +16.67% | |
| 14 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.46% | +0.10% | -17.49% | |
| 15 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.32% | -0.03% | -2.30% | |
| 16 | ORCL | Oracle CORP | 股票-科技 | 1.28% | -0.10% | -2.23% | |
| 17 | ADI | Analog Devices Inc | 股票-科技 | 1.26% | +0.18% | -2.30% | |
| 18 | XOM | Exxon Mobil CORP | 股票-能源 | 1.24% | -0.34% | -2.19% | |
| 19 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.17% | -0.28% | +29.40% | |
| 20 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.10% | +0.14% | +0.60% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 1.02% | -0.01% | +23.55% | |
| 22 | HD | Home Depot Inc | 股票-循環性消費 | 1.01% | -0.07% | -1.25% | |
| 23 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.96% | -0.25% | -1.32% | |
| 24 | CVX | Chevron CORP | 股票-能源 | 0.94% | -0.26% | -2.73% | |
| 25 | IQDG | Wisdomtree Intl Qlty Dvd Grw | ETF-其他 | 0.90% | +0.03% | +16.94% | |
| 26 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 0.89% | -0.38% | +14.02% | |
| 27 | LIN | Linde plc | 股票-原物料 | 0.87% | -0.04% | +5.45% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.80% | -0.05% | -0.61% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.80% | +0.05% | +1.86% | |
| 30 | BLK | Blackrock Inc | 股票-金融 | 0.77% | -0.08% | -1.96% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.76% | +0.06% | -2.35% | |
| 32 | IBEX | IBEX Limited | 股票-其他 | 0.73% | +0.02% | -16.78% | |
| 33 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.72% | -0.19% | -3.11% | |
| 34 | OMF | Onemain Holdings Inc | 股票-金融 | 0.70% | +0.02% | -27.34% | |
| 35 | HON | Honeywell International Inc | 股票-工業 | 0.70% | -0.70% | EXIT | |
| 36 | TSLA | Tesla Inc | 股票-循環性消費 | 0.67% | +0.03% | +0.07% | |
| 37 | UNP | Union Pacific CORP | 股票-工業 | 0.66% | +0.02% | -2.12% | |
| 38 | PLD | Prologis Inc | 股票-房地產 | 0.63% | -0.04% | -2.26% | |
| 39 | CSX | Csx CORP | 股票-工業 | 0.62% | +0.03% | +0.13% | |
| 40 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.62% | +0.11% | +30.00% | |
| 41 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 0.59% | — | +13.06% | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.56% | -0.01% | +4.25% | |
| 43 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.55% | +0.15% | -6.51% | |
| 44 | JMBS | Janus Henderson Mortg Backed | ETF-其他 | 0.54% | -0.13% | +14.08% | |
| 45 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.54% | +0.26% | -3.49% | |
| 46 | RSG | Republic Services Inc | 股票-工業 | 0.54% | -0.06% | -1.68% | |
| 47 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.54% | -0.09% | +1.60% | |
| 48 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.53% | -0.01% | -2.59% | |
| 49 | CB | Chubb Limited | 股票-金融 | 0.52% | -0.02% | -3.93% | |
| 50 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.52% | -0.08% | +0.46% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.7% | +55.29% | 加碼 |
| 2 | AAPL | Apple Inc | +0.5% | +18.05% | 加碼 |
| 3 | DDWM | Wisdomtree Dy Inter Eq Fd-us | +0.5% | +15.29% | 加碼 |
| 4 | XOM | Exxon Mobil CORP | +0.4% | -2.19% | 減碼 |
| 5 | JNJ | Johnson & Johnson | +0.3% | -1.22% | 減碼 |
| 6 | VOO | Vanguard S&p 500 ETF | +0.3% | +117.30% | 加碼 |
| 7 | CVX | Chevron CORP | +0.3% | -2.73% | 減碼 |
| 8 | IMTM | Ishares Msci Intl Momentum F | +0.3% | +16.67% | 加碼 |
| 9 | EEM | Ishares Msci Emerging Market | +0.2% | +211.02% | 加碼 |
| 10 | AGG | Ishares Core U.s. Aggregate | +0.2% | +12.45% | 加碼 |
| 11 | ADI | Analog Devices Inc | +0.2% | -2.30% | 減碼 |
| 12 | LIN | Linde plc | +0.2% | +5.45% | 加碼 |
| 13 | PSX | Phillips 66 | +0.2% | -1.09% | 減碼 |
| 14 | META | Meta Platforms Inc-class A | +0.2% | +29.40% | 加碼 |
| 15 | POOL | Pool CORP | +0.1% | +160.91% | 加碼 |
| 16 | HON | Honeywell International Inc | +0.1% | +3.76% | 加碼 |
| 17 | TTC | Toro Co | +0.1% | +33.37% | 加碼 |
| 18 | IQDG | Wisdomtree Intl Qlty Dvd Grw | +0.1% | +16.94% | 加碼 |
| 19 | SPIB | Ss Spdr P Int C CORP ETF | +0.1% | +14.02% | 加碼 |
| 20 | RBC | RBC Bearings Inc | +0.1% | +20.85% | 加碼 |
| 21 | KO | Coca-cola Co/the | +0.1% | -2.30% | 減碼 |
| 22 | AMAT | Applied Materials Inc | +0.1% | +18.86% | 加碼 |
| 23 | WMT | Walmart Inc | +0.1% | +6.94% | 加碼 |
| 24 | COST | Costco Wholesale CORP | +0.1% | +1.60% | 加碼 |
| 25 | CAT | Caterpillar Inc | +0.1% | +0.44% | 加碼 |
| 26 | KMB | Kimberly-clark CORP | +0.1% | +59.30% | 加碼 |
| 27 | EOG | Eog Resources Inc | +0.1% | -0.36% | 減碼 |
| 28 | CSX | Csx CORP | +0.1% | +0.13% | 加碼 |
| 29 | DLS | Wisdomtree Intl S/c Dvd Fund | +0.1% | +13.06% | 加碼 |
| 30 | LLY | Eli Lilly & Co | +0.1% | +30.00% | 加碼 |
| 31 | V | Visa Inc-class A Shares | +0.1% | +23.55% | 加碼 |
| 32 | PG | Procter & Gamble Co/the | +0.1% | +1.15% | 加碼 |
| 33 | VEA | Vanguard Ftse Developed ETF | +0.1% | +54.70% | 加碼 |
| 34 | JMBS | Janus Henderson Mortg Backed | +0.1% | +14.08% | 加碼 |
| 35 | NEE | Nextera Energy Inc | +0.1% | +0.42% | 加碼 |
| 36 | EME | Emcor Group Inc | +0.1% | -2.20% | 減碼 |
| 37 | FLOT | Ishares Floating Rate Bond E | +0.1% | +1.63% | 加碼 |
| 38 | MRK | Merck & Co. Inc. | +0.1% | +0.35% | 加碼 |
| 39 | ASML | ASML Holding N.V. | +0.1% | +10.65% | 加碼 |
| 40 | STX | Seagate Technology Holdings plc | +0.1% | +3.39% | 加碼 |
| 41 | WDC | Western Digital CORP | +0.1% | +0.13% | 加碼 |
| 42 | MUR | Murphy Oil CORP | +0.1% | -0.14% | 減碼 |
| 43 | GEV | GE Vernova Inc | +0.1% | +2.58% | 加碼 |
| 44 | MU | Micron Technology Inc | +0.1% | +13.56% | 加碼 |
| 45 | DTE | Dte Energy Company | +0.1% | -0.09% | 減碼 |
| 46 | ROST | Ross Stores Inc | 0% | +3.99% | 加碼 |
| 47 | LRCX | Lam Research CORP | 0% | +0.17% | 加碼 |
| 48 | HLNE | Hamilton Lane Inc-class A | 0% | +98.66% | 加碼 |
| 49 | VWO | Vanguard Ftse Emerging Marke | 0% | +22.86% | 加碼 |
| 50 | GOLF | Acushnet Holdings CORP | 0% | -3.17% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Impact Capital Partners LLC 在 Q1 2026 季度的美股持倉總市值約為 US$3.7億，共申報了 276 個公開持股部位。
在 Q1 2026 季度，Impact Capital Partners LLC 按市值排列的前三大核心持股分別為：AAPL (4.7%)、NVDA (4.4%)、MSFT (4.1%)。其中最大持股部位 AAPL 佔據整體投資組合約 4.7% 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
DLN
市值: US$52.1萬
本季最大獲利了結 / 清倉標的
IWM
前期市值: US$84.6萬
在 Q1 2026 季度中，Impact Capital Partners LLC 共進行了 198 項持倉異動，包含新建倉 18 個部位、加碼 86 個部位、減碼 79 個部位以及清倉 15 個部位。 其中最大新建倉標的為 DLN。 本季清倉部位包含 IWM。
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。