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: 0000815917
申報總市值
US$2498.4億
US$2498.4億
4724 檔
24.6%
Q1 2026 季度申報顯示，Jones Financial Companies Lllp 揭露的美股組合總市值為 US$2498.4億，涵蓋 4724 個不同之權益投資部位。
在 Q1 2026，Jones Financial Companies Lllp 操作展現出積極擴展與加碼意向。本季共新建倉 1 個新部位，並對 192 個既有持股進行加碼（合計增持 193 檔），相較減碼與清倉部位顯著佔優。
檢視投資組合結構，前 5 大主力部位（包含 VUG, AGG, IVV）占據了總市值的 24.6%，展現出該機構在 Q1 2026 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 4724 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 | VUG | Vanguard Growth ETF | ETF-其他 | 7.96% | -0.70% | -0.39% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 6.26% | -1.88% | -4.61% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 5.79% | -0.12% | +3.14% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 4.79% | +0.19% | +18.41% | |
| 5 | VTV | Vanguard Value ETF | ETF-其他 | 4.77% | -0.87% | -7.15% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 4.56% | -0.22% | +7.78% | |
| 7 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 4.26% | +0.11% | +17.79% | |
| 8 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 3.97% | +1.86% | +92.24% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-其他 | 3.57% | -0.02% | +22.26% | |
| 10 | VV | Vanguard Large-cap ETF | ETF-其他 | 2.61% | -0.02% | +4.63% | |
| 11 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 1.81% | -0.05% | +40.88% | |
| 12 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 1.75% | -0.13% | +3.95% | |
| 13 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.75% | -0.36% | -9.71% | |
| 14 | USHY | Ishares Broad Usd High Yield | ETF-非投資等級債 | 1.67% | -0.15% | +8.35% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.64% | -0.03% | +3.95% | |
| 16 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 1.41% | -0.03% | -1.87% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.16% | +0.18% | +22.16% | |
| 18 | AAPL | Apple Inc | 股票-科技 | 1.01% | +0.05% | +193.20% | |
| 19 | NVDA | Nvidia CORP | 股票-科技 | 0.97% | +0.20% | +166.22% | |
| 20 | DFIS | Dimensional International Sm | ETF-其他 | 0.92% | -0.06% | +28.39% | |
| 21 | MSFT | Microsoft CORP | 股票-科技 | 0.87% | — | +202.63% | |
| 22 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.82% | +0.08% | +155.56% | |
| 23 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.78% | +0.12% | +109.89% | |
| 24 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.65% | +0.05% | +8.02% | |
| 25 | AVGO | Broadcom Inc | 股票-科技 | 0.54% | +0.04% | +134.87% | |
| 26 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 0.53% | -0.07% | -20.66% | |
| 27 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 0.49% | +0.01% | +25.87% | |
| 28 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.40% | +0.04% | +20.80% | |
| 29 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.38% | +0.11% | +22.87% | |
| 30 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 0.37% | -0.01% | +19.23% | |
| 31 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.37% | -0.05% | +19.05% | |
| 32 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.35% | -0.02% | +177.22% | |
| 33 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.32% | +0.02% | -0.36% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.30% | — | +9.88% | |
| 35 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.29% | -0.02% | +112.35% | |
| 36 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.28% | +0.06% | +653.97% | |
| 37 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.28% | +0.08% | +175.90% | |
| 38 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.27% | — | +19.26% | |
| 39 | V | Visa Inc-class A Shares | 股票-金融 | 0.27% | +0.03% | +171.95% | |
| 40 | CGDV | Cap Group Dividend Value | ETF-其他 | 0.27% | +0.05% | +30.49% | |
| 41 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.27% | +0.02% | +73.78% | |
| 42 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.27% | -0.01% | +75.22% | |
| 43 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.26% | +0.02% | +21.13% | |
| 44 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.26% | -0.03% | +9.92% | |
| 45 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.25% | +0.05% | +645.47% | |
| 46 | XOM | Exxon Mobil CORP | 股票-能源 | 0.24% | -0.09% | +300.77% | |
| 47 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.23% | -0.04% | +118.57% | |
| 48 | LIN | Linde plc | 股票-原物料 | 0.22% | — | +527.83% | |
| 49 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.22% | -0.01% | +10.96% | |
| 50 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.21% | +0.01% | +27.69% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +1.2% | +92.24% | 加碼 |
| 2 | AAPL | Apple Inc | +0.5% | +193.20% | 加碼 |
| 3 | NVDA | Nvidia CORP | +0.5% | +166.22% | 加碼 |
| 4 | MSFT | Microsoft CORP | +0.4% | +202.63% | 加碼 |
| 5 | AMZN | Amazon.com Inc | +0.4% | +155.56% | 加碼 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.2% | +109.89% | 加碼 |
| 7 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +653.97% | 加碼 |
| 8 | AVGO | Broadcom Inc | +0.2% | +134.87% | 加碼 |
| 9 | GOOG | Alphabet Inc-cl C | +0.2% | +645.47% | 加碼 |
| 10 | XOM | Exxon Mobil CORP | +0.2% | +300.77% | 加碼 |
| 11 | LIN | Linde plc | +0.2% | +527.83% | 加碼 |
| 12 | META | Meta Platforms Inc-class A | +0.2% | +177.22% | 加碼 |
| 13 | SCZ | Ishares Msci Eafe Small-cap | +0.1% | +40.88% | 加碼 |
| 14 | VTWO | Vanguard Russell 2000 ETF | +0.1% | +329.72% | 加碼 |
| 15 | APH | Amphenol Corp-cl A | +0.1% | +667.09% | 加碼 |
| 16 | LLY | Eli Lilly & Co | +0.1% | +175.90% | 加碼 |
| 17 | V | Visa Inc-class A Shares | +0.1% | +171.95% | 加碼 |
| 18 | VSS | Vanguard Ftse All Wo X-us Sc | +0.1% | +239.23% | 加碼 |
| 19 | ROST | Ross Stores Inc | +0.1% | +1582.03% | 加碼 |
| 20 | ICE | Intercontinental Exchange In | +0.1% | +8101.81% | 加碼 |
| 21 | EFA | Ishares Msci Eafe ETF | +0.1% | +112.35% | 加碼 |
| 22 | CVX | Chevron CORP | +0.1% | +94.32% | 加碼 |
| 23 | NVS | Novartis Ag-sponsored Adr | +0.1% | +828.15% | 加碼 |
| 24 | ADI | Analog Devices Inc | +0.1% | +394.02% | 加碼 |
| 25 | BTI | British American Tob-sp Adr | +0.1% | +3117.11% | 加碼 |
| 26 | BAC | Bank Of America CORP | +0.1% | +329.08% | 加碼 |
| 27 | TTE | TotalEnergies SE | +0.1% | +887.82% | 加碼 |
| 28 | ASML | ASML Holding N.V. | +0.1% | +575.43% | 加碼 |
| 29 | CB | Chubb Limited | +0.1% | +3838.48% | 加碼 |
| 30 | MRK | Merck & Co. Inc. | +0.1% | +202.32% | 加碼 |
| 31 | COP | Conocophillips | +0.1% | +462.52% | 加碼 |
| 32 | ACGL | Arch Capital Group Ltd. | +0.1% | +22038.77% | 加碼 |
| 33 | ETN | Eaton Corporation plc | +0.1% | +929.51% | 加碼 |
| 34 | BCS | Barclays Plc-spons Adr | +0.1% | +22147.15% | 加碼 |
| 35 | NWG | Natwest Group PLC -spon Adr | +0.1% | +22981.67% | 加碼 |
| 36 | IWD | Ishares Russell 1000 Value E | +0.1% | +75.22% | 加碼 |
| 37 | IWF | Ishares Russell 1000 Growth | +0.1% | +118.57% | 加碼 |
| 38 | JNJ | Johnson & Johnson | +0.1% | +89.36% | 加碼 |
| 39 | MDT | Medtronic plc | +0.1% | +241.17% | 加碼 |
| 40 | KO | Coca-cola Co/the | +0.1% | +294.89% | 加碼 |
| 41 | MCD | Mcdonald's CORP | +0.1% | +233.17% | 加碼 |
| 42 | GE | General Electric | +0.1% | +560.19% | 加碼 |
| 43 | NGG | National Grid Plc-sp Adr | +0.1% | +27424.20% | 加碼 |
| 44 | KLAC | Kla CORP | +0.1% | +2132.05% | 加碼 |
| 45 | HD | Home Depot Inc | +0.1% | +261.78% | 加碼 |
| 46 | WFC | Wells Fargo & Co | +0.1% | +252.23% | 加碼 |
| 47 | GEV | GE Vernova Inc | +0.1% | +512.63% | 加碼 |
| 48 | ANET | Arista Networks Inc | +0.1% | +1164.80% | 加碼 |
| 49 | SCHW | Schwab (charles) CORP | +0.1% | +1580.31% | 加碼 |
| 50 | RIO | Rio Tinto Plc-spon Adr | +0.1% | +3565.99% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Jones Financial Companies Lllp 在 Q1 2026 季度的美股持倉總市值約為 US$2498.4億，共申報了 4724 個公開持股部位。
在 Q1 2026 季度，Jones Financial Companies Lllp 按市值排列的前三大核心持股分別為：VUG (8.0%)、AGG (6.3%)、IVV (5.8%)。其中最大持股部位 VUG 佔據整體投資組合約 8.0% 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
AZN
市值: US$1.9億
本季最大獲利了結 / 清倉標的
VUG
前期市值: US$192.1億
在 Q1 2026 季度中，Jones Financial Companies Lllp 共進行了 200 項持倉異動，包含新建倉 1 個部位、加碼 192 個部位、減碼 7 個部位以及清倉 0 個部位。 其中最大新建倉標的為 AZN。
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。