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: 0001759751
申報總市值
US$4.1億
US$4.1億
128 檔
18.1%
根據最新整理的 13F 季度數據集，Inlet Private Wealth, LLC 於 Q1 2026 結束時的管理資產規模為 US$4.1億。該機構在本季度申報了 128 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q1 2026，Inlet Private Wealth, LLC 展現出較為審慎的避險與獲利了結姿態。本季共減碼 67 個部位並完全清倉 7 檔持股，調降曝險的部位數量高於加碼動作。
檢視投資組合結構，前 5 大主力部位（包含 AAPL, MCK, MSFT）占據了總市值的 18.1%，展現出該機構在 Q1 2026 的重點資金聚焦與風險分佈特徵。
| # | 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 | 4.76% | -0.12% | -10.37% | |
| 2 | MCK | Mckesson CORP | 股票-醫療保健 | 3.90% | -1.10% | -17.41% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.62% | -0.19% | -2.32% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.46% | -0.32% | -12.21% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.26% | -0.16% | -10.87% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.81% | +0.04% | -12.05% | |
| 7 | RPRX | Royalty Pharma plc | 股票-醫療保健 | 2.65% | +0.23% | -4.34% | |
| 8 | CSCO | Cisco Systems Inc | 股票-科技 | 2.56% | +0.82% | -11.41% | |
| 9 | C | Citigroup Inc | 股票-金融 | 2.45% | +0.30% | -9.51% | |
| 10 | CME | Cme Group Inc | 股票-金融 | 2.16% | -0.73% | -6.54% | |
| 11 | WM | Waste Management Inc | 股票-工業 | 2.07% | -0.30% | -8.68% | |
| 12 | GE | General Electric | 股票-工業 | 2.03% | +0.11% | -12.46% | |
| 13 | BTI | British American Tob-sp Adr | 股票-非循環性消費 | 2.00% | -0.10% | -5.18% | |
| 14 | MO | Altria Group Inc | 股票-非循環性消費 | 1.99% | -0.03% | -6.86% | |
| 15 | AMGN | Amgen Inc | 股票-醫療保健 | 1.83% | -0.16% | -8.69% | |
| 16 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.83% | -0.23% | -14.41% | |
| 17 | SU | Suncor Energy Inc | 股票-能源 | 1.74% | -0.40% | -3.66% | |
| 18 | STX | Seagate Technology Holdings plc | 股票-科技 | 1.67% | +1.08% | -64.56% | |
| 19 | DVA | Davita Inc | 股票-醫療保健 | 1.59% | +0.60% | +1.05% | |
| 20 | ✓ | Ituran Location And Control | 股票-其他 | 1.57% | +0.29% | -5.57% | |
| 21 | BAC | Bank Of America CORP | 股票-金融 | 1.48% | +0.06% | -6.33% | |
| 22 | DHI | Dr Horton Inc | 股票-循環性消費 | 1.43% | -0.03% | -11.88% | |
| 23 | SONY | Sony Group CORP - Sp Adr | 股票-科技 | 1.43% | -0.12% | -2.29% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.43% | +0.09% | -13.89% | |
| 25 | QCOM | Qualcomm Inc | 股票-科技 | 1.39% | +0.25% | -11.51% | |
| 26 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.29% | -0.13% | -3.79% | |
| 27 | PHG | Koninklijke Philips Nvr- Ny | 股票-醫療保健 | 1.28% | -0.06% | +1.14% | |
| 28 | CB | Chubb Limited | 股票-金融 | 1.16% | — | +2.58% | |
| 29 | NEM | Newmont CORP | 股票-原物料 | 1.14% | -0.21% | -1.08% | |
| 30 | FLEX | Flex Ltd. | 股票-科技 | 1.10% | +1.45% | +4.38% | |
| 31 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.07% | -0.09% | -25.19% | |
| 32 | CVS | Cvs Health CORP | 股票-醫療保健 | 1.05% | +0.39% | -6.77% | |
| 33 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 0.99% | +0.03% | +9.50% | |
| 34 | FISV | Fiserv Inc | 股票-其他 | 0.97% | -0.16% | +11.55% | |
| 35 | LH | Labcorp Holdings Inc | 股票-醫療保健 | 0.95% | — | -0.05% | |
| 36 | EBAY | Ebay Inc | 股票-循環性消費 | 0.91% | +0.02% | -4.49% | |
| 37 | CPRT | Copart Inc | 股票-工業 | 0.88% | -0.17% | +53.77% | |
| 38 | UNP | Union Pacific CORP | 股票-工業 | 0.85% | -0.14% | -17.95% | |
| 39 | HRB | H&r Block Inc | 股票-循環性消費 | 0.83% | +0.22% | — | |
| 40 | WPM | Wheaton Precious Metals CORP | 股票-原物料 | 0.83% | -0.29% | -18.00% | |
| 41 | ECG | Everus Construction Group | 股票-工業 | 0.83% | +0.28% | — | |
| 42 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.82% | +0.06% | -9.76% | |
| 43 | TXT | Textron Inc | 股票-工業 | 0.81% | — | +5.81% | |
| 44 | BLK | Blackrock Inc | 股票-金融 | 0.81% | -0.10% | -7.06% | |
| 45 | ARCO | Arcos Dorados Holdings Inc. | 股票-其他 | 0.80% | -0.06% | -1.38% | |
| 46 | CVX | Chevron CORP | 股票-能源 | 0.77% | -0.14% | — | |
| 47 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.77% | -0.14% | -12.04% | |
| 48 | ORCL | Oracle CORP | 股票-科技 | 0.75% | -0.16% | -14.82% | |
| 49 | FHI | Federated Hermes Inc | 股票-金融 | 0.72% | -0.17% | -18.11% | |
| 50 | XOM | Exxon Mobil CORP | 股票-能源 | 0.71% | -0.19% | -13.24% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SU | Suncor Energy Inc | +0.6% | -3.66% | 減碼 |
| 2 | RPRX | Royalty Pharma plc | +0.6% | -4.34% | 減碼 |
| 3 | DVA | Davita Inc | +0.5% | +1.05% | 加碼 |
| 4 | BKNG | Booking Holdings Inc | +0.4% | +8602.84% | 加碼 |
| 5 | ECG | Everus Construction Group | +0.3% | — | 不變 |
| 6 | MO | Altria Group Inc | +0.3% | -6.86% | 減碼 |
| 7 | CPRT | Copart Inc | +0.3% | +53.77% | 加碼 |
| 8 | CVX | Chevron CORP | +0.3% | — | 不變 |
| 9 | ✓ | Ituran Location And Control | +0.3% | -5.57% | 減碼 |
| 10 | COST | Costco Wholesale CORP | +0.2% | -3.79% | 減碼 |
| 11 | VTS | Vitesse Energy Inc | +0.2% | +100.86% | 加碼 |
| 12 | FLEX | Flex Ltd. | +0.2% | +4.38% | 加碼 |
| 13 | CME | Cme Group Inc | +0.2% | -6.54% | 減碼 |
| 14 | XOM | Exxon Mobil CORP | +0.2% | -13.24% | 減碼 |
| 15 | TGT | Target CORP | +0.2% | -0.80% | 減碼 |
| 16 | CB | Chubb Limited | +0.2% | +2.58% | 加碼 |
| 17 | NEM | Newmont CORP | +0.2% | -1.08% | 減碼 |
| 18 | ARCO | Arcos Dorados Holdings Inc. | +0.2% | -1.38% | 減碼 |
| 19 | BTI | British American Tob-sp Adr | +0.2% | -5.18% | 減碼 |
| 20 | LH | Labcorp Holdings Inc | +0.1% | -0.05% | 減碼 |
| 21 | MRK | Merck & Co. Inc. | +0.1% | -14.41% | 減碼 |
| 22 | PHG | Koninklijke Philips Nvr- Ny | +0.1% | +1.14% | 加碼 |
| 23 | AMGN | Amgen Inc | +0.1% | -8.69% | 減碼 |
| 24 | SJM | Jm Smucker Co/the | +0.1% | +35.62% | 加碼 |
| 25 | KMI | Kinder Morgan, Inc. | +0.1% | -2.88% | 減碼 |
| 26 | FN | Fabrinet | +0.1% | -4.02% | 減碼 |
| 27 | TXT | Textron Inc | +0.1% | +5.81% | 加碼 |
| 28 | WM | Waste Management Inc | +0.1% | -8.68% | 減碼 |
| 29 | SSNC | Ss&c Technologies Holdings | +0.1% | +55.90% | 加碼 |
| 30 | WMT | Walmart Inc | +0.1% | — | 不變 |
| 31 | LMT | Lockheed Martin CORP | +0.1% | — | 不變 |
| 32 | PHM | Pultegroup Inc | +0.1% | +10.92% | 加碼 |
| 33 | EBAY | Ebay Inc | +0.1% | -4.49% | 減碼 |
| 34 | EXP | Eagle Materials Inc | +0.1% | +35.98% | 加碼 |
| 35 | GD | General Dynamics CORP | +0.1% | +7.21% | 加碼 |
| 36 | GWW | Ww Grainger Inc | +0.1% | — | 不變 |
| 37 | IAU | Ishares Gold Trust | 0% | -12.04% | 減碼 |
| 38 | AMZN | Amazon.com Inc | 0% | +7.86% | 加碼 |
| 39 | PEP | Pepsico Inc | 0% | -5.22% | 減碼 |
| 40 | NSC | Norfolk Southern CORP | 0% | — | 不變 |
| 41 | PG | Procter & Gamble Co/the | 0% | -0.81% | 減碼 |
| 42 | VZ | Verizon Communications Inc | 0% | — | 不變 |
| 43 | KO | Coca-cola Co/the | 0% | — | 不變 |
| 44 | SKT | Tanger Inc | 0% | — | 不變 |
| 45 | FISV | Fiserv Inc | 0% | +11.55% | 加碼 |
| 46 | KLAC | Kla CORP | 0% | — | 不變 |
| 47 | APD | Air Products & Chemicals Inc | 0% | — | 不變 |
| 48 | ADI | Analog Devices Inc | 0% | — | 不變 |
| 49 | TT | Trane Technologies plc | 0% | — | 不變 |
| 50 | RSP | Invesco S&p 500 Equal Weight | 0% | +4.64% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Inlet Private Wealth, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$4.1億，共申報了 128 個公開持股部位。
在 Q1 2026 季度，Inlet Private Wealth, LLC 按市值排列的前三大核心持股分別為：AAPL (4.8%)、MCK (3.9%)、MSFT (3.6%)。其中最大持股部位 AAPL 佔據整體投資組合約 4.8% 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
HRB
市值: US$326.1萬
本季最大獲利了結 / 清倉標的
AMCR
前期市值: US$65.9萬
在 Q1 2026 季度中，Inlet Private Wealth, LLC 共進行了 100 項持倉異動，包含新建倉 4 個部位、加碼 22 個部位、減碼 67 個部位以及清倉 7 個部位。 其中最大新建倉標的為 HRB。 本季清倉部位包含 AMCR。
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。