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
133 檔
17.6%
Q2 2026 季度申報顯示，Inlet Private Wealth, LLC 揭露的美股組合總市值為 US$4.1億，涵蓋 133 個不同之權益投資部位。
在 Q2 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 2 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, MSFT, CSCO）占據了總市值的 17.6%，展現出該機構在 Q2 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 | 4.64% | +0.68% | -10.21% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.43% | +1.27% | -1.34% | |
| 3 | CSCO | Cisco Systems Inc | 股票-科技 | 3.38% | -0.29% | -8.47% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.14% | -0.02% | -8.67% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.10% | +0.01% | -10.36% | |
| 6 | RPRX | Royalty Pharma plc | 股票-醫療保健 | 2.88% | +0.07% | -2.25% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.85% | -0.11% | -13.44% | |
| 8 | MCK | Mckesson CORP | 股票-醫療保健 | 2.80% | +0.36% | -13.54% | |
| 9 | STX | Seagate Technology Holdings plc | 股票-科技 | 2.75% | -0.13% | -29.90% | |
| 10 | C | Citigroup Inc | 股票-金融 | 2.75% | -0.22% | -4.72% | |
| 11 | FLEX | Flex Ltd. | 股票-科技 | 2.55% | -0.86% | -1.40% | |
| 12 | DVA | Davita Inc | 股票-醫療保健 | 2.19% | -0.50% | -0.06% | |
| 13 | GE | General Electric | 股票-工業 | 2.14% | -0.36% | -15.91% | |
| 14 | MO | Altria Group Inc | 股票-非循環性消費 | 1.96% | -0.12% | -4.95% | |
| 15 | BTI | British American Tob-sp Adr | 股票-非循環性消費 | 1.90% | -0.23% | -5.60% | |
| 16 | ✓ | Ituran Location And Control | 股票-其他 | 1.86% | -0.33% | — | |
| 17 | WM | Waste Management Inc | 股票-工業 | 1.77% | -0.15% | -7.24% | |
| 18 | AMGN | Amgen Inc | 股票-醫療保健 | 1.67% | +0.27% | -6.86% | |
| 19 | QCOM | Qualcomm Inc | 股票-科技 | 1.64% | -0.01% | -13.45% | |
| 20 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.60% | -0.05% | -13.84% | |
| 21 | BAC | Bank Of America CORP | 股票-金融 | 1.54% | -0.08% | -6.73% | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.52% | -0.06% | -10.19% | |
| 23 | CVS | Cvs Health CORP | 股票-醫療保健 | 1.44% | -0.30% | — | |
| 24 | CME | Cme Group Inc | 股票-金融 | 1.43% | +0.27% | -6.72% | |
| 25 | DHI | Dr Horton Inc | 股票-循環性消費 | 1.40% | -0.24% | -13.48% | |
| 26 | SU | Suncor Energy Inc | 股票-能源 | 1.34% | +0.35% | — | |
| 27 | SONY | Sony Group CORP - Sp Adr | 股票-科技 | 1.31% | +0.22% | -0.97% | |
| 28 | PHG | Koninklijke Philips Nvr- Ny | 股票-醫療保健 | 1.22% | -0.13% | +0.92% | |
| 29 | CB | Chubb Limited | 股票-金融 | 1.16% | -0.05% | +0.72% | |
| 30 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.16% | -0.04% | — | |
| 31 | ECG | Everus Construction Group | 股票-工業 | 1.11% | -0.33% | — | |
| 32 | HRB | H&r Block Inc | 股票-循環性消費 | 1.05% | +0.08% | +10.80% | |
| 33 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 1.02% | +0.20% | +12.15% | |
| 34 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.98% | +0.04% | -6.62% | |
| 35 | LH | Labcorp Holdings Inc | 股票-醫療保健 | 0.95% | +0.09% | — | |
| 36 | NEM | Newmont CORP | 股票-原物料 | 0.93% | +0.23% | — | |
| 37 | EBAY | Ebay Inc | 股票-循環性消費 | 0.93% | -0.07% | -13.21% | |
| 38 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.88% | +0.03% | -2.57% | |
| 39 | FISV | Fiserv Inc | 股票-其他 | 0.81% | -0.36% | +0.35% | |
| 40 | TXT | Textron Inc | 股票-工業 | 0.81% | -0.14% | -0.55% | |
| 41 | ARCO | Arcos Dorados Holdings Inc. | 股票-其他 | 0.74% | -0.10% | -0.26% | |
| 42 | UNP | Union Pacific CORP | 股票-工業 | 0.71% | — | -21.92% | |
| 43 | BLK | Blackrock Inc | 股票-金融 | 0.71% | +0.07% | -7.60% | |
| 44 | CPRT | Copart Inc | 股票-工業 | 0.71% | +0.04% | -0.11% | |
| 45 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.70% | -0.07% | +31.58% | |
| 46 | TGT | Target CORP | 股票-循環性消費 | 0.69% | — | — | |
| 47 | FN | Fabrinet | 股票-科技 | 0.63% | -0.16% | -1.07% | |
| 48 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.63% | +0.02% | +0.12% | |
| 49 | CVX | Chevron CORP | 股票-能源 | 0.63% | +0.14% | +6.20% | |
| 50 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.62% | — | -12.36% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | FLEX | Flex Ltd. | +1.5% | -1.40% | 減碼 |
| 2 | STX | Seagate Technology Holdings plc | +1.1% | -29.90% | 減碼 |
| 3 | CSCO | Cisco Systems Inc | +0.8% | -8.47% | 減碼 |
| 4 | DVA | Davita Inc | +0.6% | -0.06% | 減碼 |
| 5 | CVS | Cvs Health CORP | +0.4% | — | 不變 |
| 6 | C | Citigroup Inc | +0.3% | -4.72% | 減碼 |
| 7 | ✓ | Ituran Location And Control | +0.3% | — | 不變 |
| 8 | ECG | Everus Construction Group | +0.3% | — | 不變 |
| 9 | QCOM | Qualcomm Inc | +0.3% | -13.45% | 減碼 |
| 10 | RPRX | Royalty Pharma plc | +0.2% | -2.25% | 減碼 |
| 11 | HRB | H&r Block Inc | +0.2% | +10.80% | 加碼 |
| 12 | BKNG | Booking Holdings Inc | +0.2% | +31.58% | 加碼 |
| 13 | SNY | Sanofi-adr | +0.1% | NEW | 新建倉 |
| 14 | SJM | Jm Smucker Co/the | +0.1% | +22.45% | 加碼 |
| 15 | LULU | Lululemon Athletica Inc | +0.1% | NEW | 新建倉 |
| 16 | GE | General Electric | +0.1% | -15.91% | 減碼 |
| 17 | COO | Cooper Cos Inc/the | +0.1% | NEW | 新建倉 |
| 18 | INTC | Intel CORP | +0.1% | NEW | 新建倉 |
| 19 | GOOGL | Alphabet Inc-cl A | +0.1% | -10.19% | 減碼 |
| 20 | TROW | T Rowe Price Group Inc | +0.1% | — | 不變 |
| 21 | GD | General Dynamics CORP | +0.1% | +20.73% | 加碼 |
| 22 | HPE | Hewlett Packard Enterprise | +0.1% | — | 不變 |
| 23 | DEO | Diageo Plc-sponsored Adr | +0.1% | +23.42% | 加碼 |
| 24 | KLAC | Kla CORP | +0.1% | +898.56% | 加碼 |
| 25 | BAC | Bank Of America CORP | +0.1% | -6.73% | 減碼 |
| 26 | ABBV | Abbvie Inc | +0.1% | -2.57% | 減碼 |
| 27 | AVGO | Broadcom Inc | +0.1% | -0.71% | 減碼 |
| 28 | DRI | Darden Restaurants Inc | +0.1% | NEW | 新建倉 |
| 29 | AMZN | Amazon.com Inc | +0.1% | +0.27% | 加碼 |
| 30 | PHM | Pultegroup Inc | +0.1% | -0.01% | 減碼 |
| 31 | GWW | Ww Grainger Inc | +0.1% | — | 不變 |
| 32 | IWD | Ishares Russell 1000 Value E | +0.1% | NEW | 新建倉 |
| 33 | NVS | Novartis Ag-sponsored Adr | +0.1% | NEW | 新建倉 |
| 34 | GOOG | Alphabet Inc-cl C | 0% | -13.44% | 減碼 |
| 35 | MKL | Markel Group Inc | 0% | +39.06% | 加碼 |
| 36 | BDX | Becton Dickinson And Co | 0% | +12.15% | 加碼 |
| 37 | HPQ | Hp Inc | 0% | -0.72% | 減碼 |
| 38 | NSC | Norfolk Southern CORP | 0% | — | 不變 |
| 39 | EXP | Eagle Materials Inc | 0% | — | 不變 |
| 40 | TAP | Molson Coors Beverage Co - B | 0% | +45.23% | 加碼 |
| 41 | CAT | Caterpillar Inc | 0% | — | 不變 |
| 42 | CMI | Cummins Inc | 0% | — | 不變 |
| 43 | EBAY | Ebay Inc | 0% | -13.21% | 減碼 |
| 44 | TGT | Target CORP | 0% | — | 不變 |
| 45 | SKT | Tanger Inc | 0% | — | 不變 |
| 46 | TT | Trane Technologies plc | 0% | — | 不變 |
| 47 | PGR | Progressive CORP | 0% | — | 不變 |
| 48 | IWM | Ishares Russell 2000 ETF | 0% | — | 不變 |
| 49 | BNY | Bank Of New York Mellon CORP | 0% | -12.36% | 減碼 |
| 50 | FN | Fabrinet | 0% | -1.07% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Inlet Private Wealth, LLC 在 Q2 2026 季度的美股持倉總市值約為 US$4.1億，共申報了 133 個公開持股部位。
在 Q2 2026 季度，Inlet Private Wealth, LLC 按市值排列的前三大核心持股分別為：AAPL (4.6%)、MSFT (3.4%)、CSCO (3.4%)。其中最大持股部位 AAPL 佔據整體投資組合約 4.6% 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
SNY
市值: US$54.2萬
本季最大獲利了結 / 清倉標的
PM
前期市值: US$26.7萬
在 Q2 2026 季度中，Inlet Private Wealth, LLC 共進行了 96 項持倉異動，包含新建倉 7 個部位、加碼 20 個部位、減碼 67 個部位以及清倉 2 個部位。 其中最大新建倉標的為 SNY。 本季清倉部位包含 PM。
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。