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: 0002122180
申報總市值
US$1.3億
US$1.3億
133 檔
18.7%
Q1 2026 季度申報顯示，Journey Retirement Planning & Investment Management LLC 揭露的美股組合總市值為 US$1.3億，涵蓋 133 個不同之權益投資部位。
Journey Retirement Planning & Investment Management LLC 在 Q1 2026 的調整主要集中於風險出清，清倉與減碼部位合計達 197 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
整體而言，Journey Retirement Planning & Investment Management LLC 的前 5 大持股（包含 SPYG, NVDA, BIL）貢獻了組合市值的 18.7%，形成該機構在 Q1 2026 季度的基本面基石。
| # | 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 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 6.08% | +0.82% | -79.33% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.76% | +0.18% | -73.41% | |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 3.19% | -0.22% | -70.49% | |
| 4 | TSLA | Tesla Inc | 股票-循環性消費 | 3.11% | -0.08% | -74.06% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.06% | +0.11% | -75.87% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.89% | -0.05% | -73.72% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.86% | -0.53% | -72.83% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.65% | +0.36% | -72.63% | |
| 9 | NFLX | Netflix Inc | 股票-通訊服務 | 2.34% | -0.88% | -73.82% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 2.27% | -0.19% | -74.57% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.12% | +0.09% | -74.58% | |
| 12 | BA | Boeing Co/the | 股票-工業 | 1.83% | -0.14% | -73.79% | |
| 13 | ORCL | Oracle CORP | 股票-科技 | 1.70% | -0.38% | -76.33% | |
| 14 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.39% | -0.35% | -72.15% | |
| 15 | AAPL | Apple Inc | 股票-科技 | 1.19% | +0.34% | -69.20% | |
| 16 | SHOP | Shopify Inc - Class A | 股票-科技 | 1.14% | -0.27% | -76.26% | |
| 17 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 1.08% | -0.20% | -74.21% | |
| 18 | MNST | Monster Beverage CORP | 股票-非循環性消費 | 1.04% | +0.10% | -74.35% | |
| 19 | CME | Cme Group Inc | 股票-金融 | 1.03% | -0.27% | -44.46% | |
| 20 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 1.00% | -0.07% | -74.17% | |
| 21 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.99% | +0.06% | -72.22% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 0.96% | -0.31% | -75.62% | |
| 23 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.93% | -0.16% | -74.07% | |
| 24 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.91% | -0.21% | -73.42% | |
| 25 | BALT | Inn Defined Wealth Shield | ETF-其他 | 0.89% | -0.05% | -65.98% | |
| 26 | MDT | Medtronic plc | 股票-醫療保健 | 0.89% | -0.08% | -72.43% | |
| 27 | PM | Philip Morris International | 股票-非循環性消費 | 0.86% | +0.05% | -66.33% | |
| 28 | CRM | Salesforce Inc | 股票-科技 | 0.85% | -0.18% | -69.23% | |
| 29 | RTX | Rtx CORP | 股票-工業 | 0.84% | -0.02% | -71.04% | |
| 30 | OXY | Occidental Petroleum CORP | 股票-能源 | 0.83% | -0.36% | -70.56% | |
| 31 | AVGO | Broadcom Inc | 股票-科技 | 0.82% | +0.17% | -70.57% | |
| 32 | ADSK | Autodesk Inc | 股票-科技 | 0.81% | -0.27% | -74.42% | |
| 33 | QCOM | Qualcomm Inc | 股票-科技 | 0.80% | -0.34% | -77.32% | |
| 34 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.79% | — | -75.22% | |
| 35 | COP | Conocophillips | 股票-能源 | 0.79% | -0.17% | -70.56% | |
| 36 | CSCO | Cisco Systems Inc | 股票-科技 | 0.78% | -0.40% | -71.63% | |
| 37 | APD | Air Products & Chemicals Inc | 股票-原物料 | 0.78% | -0.07% | -73.18% | |
| 38 | REGN | Regeneron Pharmaceuticals | 股票-醫療保健 | 0.77% | -0.25% | -73.99% | |
| 39 | EALT | Innovator US Eqty 5to15 Buff | ETF-其他 | 0.76% | +0.07% | -62.01% | |
| 40 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.71% | +0.05% | -82.50% | |
| 41 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.66% | -0.05% | -75.69% | |
| 42 | WEC | Wec Energy Group Inc | 股票-公用事業 | 0.64% | -0.11% | -69.16% | |
| 43 | RSG | Republic Services Inc | 股票-工業 | 0.64% | -0.14% | -68.28% | |
| 44 | HD | Home Depot Inc | 股票-循環性消費 | 0.64% | -0.07% | -75.11% | |
| 45 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.63% | -0.07% | -68.43% | |
| 46 | ENB | Enbridge Inc | 股票-能源 | 0.62% | -0.01% | -70.24% | |
| 47 | SNA | Snap-on Inc | 股票-工業 | 0.60% | -0.06% | -68.81% | |
| 48 | TXN | Texas Instruments Inc | 股票-科技 | 0.60% | +0.05% | -75.99% | |
| 49 | AEM | Agnico Eagle Mines LTD | 股票-原物料 | 0.60% | -0.15% | -72.76% | |
| 50 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.59% | +0.06% | -76.63% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.7% | -70.49% | 減碼 |
| 2 | CME | Cme Group Inc | +0.6% | -44.46% | 減碼 |
| 3 | VZ | Verizon Communications Inc | +0.5% | -72.15% | 減碼 |
| 4 | OXY | Occidental Petroleum CORP | +0.4% | -70.56% | 減碼 |
| 5 | NVDA | Nvidia CORP | +0.4% | -73.41% | 減碼 |
| 6 | COP | Conocophillips | +0.4% | -70.56% | 減碼 |
| 7 | SCHD | Schwab US Dvd Equity ETF | +0.3% | -50.00% | 減碼 |
| 8 | NFLX | Netflix Inc | +0.3% | -73.82% | 減碼 |
| 9 | XOM | Exxon Mobil CORP | +0.3% | -75.62% | 減碼 |
| 10 | PM | Philip Morris International | +0.3% | -66.33% | 減碼 |
| 11 | JNJ | Johnson & Johnson | +0.3% | -72.22% | 減碼 |
| 12 | BALT | Inn Defined Wealth Shield | +0.3% | -65.98% | 減碼 |
| 13 | EALT | Innovator US Eqty 5to15 Buff | +0.3% | -62.01% | 減碼 |
| 14 | AAPL | Apple Inc | +0.2% | -69.20% | 減碼 |
| 15 | GILD | Gilead Sciences Inc | +0.2% | -74.21% | 減碼 |
| 16 | GOOGL | Alphabet Inc-cl A | +0.2% | -72.63% | 減碼 |
| 17 | APD | Air Products & Chemicals Inc | +0.2% | -73.18% | 減碼 |
| 18 | WEC | Wec Energy Group Inc | +0.2% | -69.16% | 減碼 |
| 19 | PEP | Pepsico Inc | +0.2% | -68.43% | 減碼 |
| 20 | RTX | Rtx CORP | +0.2% | -71.04% | 減碼 |
| 21 | RSG | Republic Services Inc | +0.2% | -68.28% | 減碼 |
| 22 | ENB | Enbridge Inc | +0.2% | -70.24% | 減碼 |
| 23 | KO | Coca-cola Co/the | +0.2% | -68.31% | 減碼 |
| 24 | CVX | Chevron CORP | +0.2% | -70.44% | 減碼 |
| 25 | BAR | Graniteshares Gold Trust | +0.2% | -54.07% | 減碼 |
| 26 | DUK | Duke Energy CORP | +0.2% | -68.70% | 減碼 |
| 27 | AEM | Agnico Eagle Mines LTD | +0.2% | -72.76% | 減碼 |
| 28 | SNA | Snap-on Inc | +0.2% | -68.81% | 減碼 |
| 29 | WSO | Watsco Inc | +0.2% | -69.02% | 減碼 |
| 30 | AEP | American Electric Power | +0.2% | -69.85% | 減碼 |
| 31 | CSCO | Cisco Systems Inc | +0.1% | -71.63% | 減碼 |
| 32 | UNP | Union Pacific CORP | +0.1% | -69.54% | 減碼 |
| 33 | WM | Waste Management Inc | +0.1% | -67.77% | 減碼 |
| 34 | PG | Procter & Gamble Co/the | +0.1% | -65.72% | 減碼 |
| 35 | LMT | Lockheed Martin CORP | +0.1% | -70.76% | 減碼 |
| 36 | MCD | Mcdonald's CORP | +0.1% | -73.42% | 減碼 |
| 37 | OKE | Oneok Inc | +0.1% | -75.81% | 減碼 |
| 38 | SPG | Simon Property Group Inc | +0.1% | -69.31% | 減碼 |
| 39 | CMCSA | Comcast Corp-class A | +0.1% | -66.01% | 減碼 |
| 40 | AMAT | Applied Materials Inc | +0.1% | -68.78% | 減碼 |
| 41 | CVS | Cvs Health CORP | +0.1% | -68.29% | 減碼 |
| 42 | BAC | Bank Of America CORP | +0.1% | -67.61% | 減碼 |
| 43 | SCHW | Schwab (charles) CORP | +0.1% | -68.62% | 減碼 |
| 44 | DE | Deere & Co | +0.1% | -74.08% | 減碼 |
| 45 | O | Realty Income CORP | +0.1% | -68.34% | 減碼 |
| 46 | EPAM | Epam Systems Inc | +0.1% | -33.60% | 減碼 |
| 47 | CAT | Caterpillar Inc | +0.1% | -62.60% | 減碼 |
| 48 | AVGO | Broadcom Inc | +0.1% | -70.57% | 減碼 |
| 49 | CW | Curtiss-wright CORP | +0.1% | -67.67% | 減碼 |
| 50 | AWK | American Water Works Co Inc | +0.1% | -70.18% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Journey Retirement Planning & Investment Management LLC 在 Q1 2026 季度的美股持倉總市值約為 US$1.3億，共申報了 133 個公開持股部位。
在 Q1 2026 季度，Journey Retirement Planning & Investment Management LLC 按市值排列的前三大核心持股分別為：SPYG (6.1%)、NVDA (5.8%)、BIL (3.2%)。其中最大持股部位 SPYG 佔據整體投資組合約 6.1% 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
TRI4EUR
市值: US$52.5萬
本季最大獲利了結 / 清倉標的
GIS
前期市值: US$146.3萬
在 Q1 2026 季度中，Journey Retirement Planning & Investment Management LLC 共進行了 200 項持倉異動，包含新建倉 3 個部位、加碼 0 個部位、減碼 123 個部位以及清倉 74 個部位。 其中最大新建倉標的為 TRI4EUR。 本季清倉部位包含 GIS。
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。