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: 0001927315
申報總市值
US$1.2億
US$1.2億
113 檔
32.3%
Kingsbury Capital Investment Advisors LLC 在 Q1 2026 季度的美股部位總計估值為 US$1.2億，分散於 113 個持倉標的之中，反映其市場參與廣度與投資規模。
Q1 2026 數據顯示 Kingsbury Capital Investment Advisors LLC 積極進場，新開立 73 個部位並同步加碼 14 檔個股，反映機構在該季度的資金注入與籌碼積累。
從部位權重觀察，前 5 大標的（包含 ITW, AAPL, SPYM）累計市值佔比達 32.3%，是驅動 Kingsbury Capital Investment Advisors LLC 該季度整體投資組合績效表現的核心支柱。
本季最大新建倉標的
SPYM
市值: US$673.9萬
本季最大獲利了結 / 清倉標的
FXH
前期市值: US$249.0萬
| # | 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 | ITW | Illinois Tool Works | 股票-工業 | 13.07% | -0.94% | -4.92% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 6.93% | -0.35% | -48.37% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 6.33% | -1.73% | — | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 6.26% | +0.18% | +919.59% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.30% | -0.37% | -21.62% | |
| 6 | BW | Babcock & Wilcox Enterpr | 股票-其他 | 2.62% | -0.86% | — | |
| 7 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 2.53% | -1.19% | -31.69% | |
| 8 | TSLA | Tesla Inc | 股票-循環性消費 | 2.28% | -0.26% | -48.06% | |
| 9 | MAR | Marriott International -cl A | 股票-循環性消費 | 2.22% | +0.02% | +67.28% | |
| 10 | REMX | Vaneck Rar Earth Nd Stg-usdi | ETF-其他 | 1.94% | -0.52% | — | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.92% | +0.24% | -10.49% | |
| 12 | FPE | Ft-preferred Secur & Inc ETF | ETF-其他 | 1.71% | -0.10% | -63.64% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.58% | -0.19% | -28.64% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.53% | -0.15% | -14.08% | |
| 15 | NFLX | Netflix Inc | 股票-通訊服務 | 1.37% | -0.77% | +879.25% | |
| 16 | ANET | Arista Networks Inc | 股票-科技 | 1.30% | +0.31% | — | |
| 17 | ✓ | Offerpad Solutions Inc | 股票-其他 | 1.28% | -1.28% | EXIT | |
| 18 | ASML | ASML Holding N.V. | 股票-科技 | 1.15% | +0.42% | +4.76% | |
| 19 | WMT | Walmart Inc | 股票-非循環性消費 | 1.13% | -0.10% | +186.07% | |
| 20 | LMT | Lockheed Martin CORP | 股票-工業 | 1.11% | -0.29% | +163.39% | |
| 21 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.07% | +0.14% | -45.82% | |
| 22 | ✓ | Critical Metals CORP | 股票-其他 | 0.91% | — | — | |
| 23 | ARTY | Ishares Future Ai & Tech ETF | ETF-科技型 | 0.89% | +0.17% | — | |
| 24 | SHLD | Global X Defense Tech ETF | ETF-科技型 | 0.86% | +0.16% | — | |
| 25 | AXON | Axon Enterprise Inc | 股票-工業 | 0.86% | -0.36% | — | |
| 26 | ABTC | American Bitcoin Corp-a | 股票-其他 | 0.86% | +0.52% | — | |
| 27 | USAR | USA Rare Earth Inc | 股票-其他 | 0.86% | +0.15% | — | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.84% | -0.07% | -52.45% | |
| 29 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.79% | +0.03% | -82.04% | |
| 30 | AI | C3.ai Inc-a | 股票-科技 | 0.79% | -0.79% | EXIT | |
| 31 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.76% | -0.76% | EXIT | |
| 32 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.73% | +0.09% | -19.12% | |
| 33 | AEE | Ameren Corporation | 股票-公用事業 | 0.72% | -0.22% | — | |
| 34 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.71% | +0.35% | +36.52% | |
| 35 | ✓ | Microalgo Inc Shs Cl A | 股票-其他 | 0.70% | -0.26% | — | |
| 36 | AHT | Ashford Hospitality Trust | 股票-其他 | 0.69% | +0.03% | — | |
| 37 | MP | Mp Materials CORP | 股票-原物料 | 0.69% | -0.02% | — | |
| 38 | ITA | Ishares U.s. Aerospace & Def | ETF-其他 | 0.69% | -0.44% | — | |
| 39 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.65% | -0.22% | +143.66% | |
| 40 | FTNT | Fortinet Inc | 股票-科技 | 0.65% | +0.40% | -28.41% | |
| 41 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.65% | +0.03% | +24.13% | |
| 42 | CME | Cme Group Inc | 股票-金融 | 0.64% | -0.21% | -30.66% | |
| 43 | QTUM | Defiance Quantum ETF | ETF-其他 | 0.64% | +0.12% | — | |
| 44 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.60% | +0.05% | -14.38% | |
| 45 | FITE | Ss Spdr S&p Kensho Fs ETF | ETF-其他 | 0.60% | -0.11% | — | |
| 46 | CAT | Caterpillar Inc | 股票-工業 | 0.59% | +0.16% | — | |
| 47 | BLV | Vanguard Long-term Bond ETF | ETF-其他 | 0.58% | -0.08% | — | |
| 48 | ALZN | Alzamend Neuro Inc | 股票-其他 | 0.56% | +0.79% | — | |
| 49 | ✓ | Grayscale Digital Large Cap | 股票-其他 | 0.56% | +0.26% | — | |
| 50 | AIQ | Global X Art Intel & Tech | ETF-科技型 | 0.56% | +0.34% | +15.29% |
| # | 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 | +6.3% | NEW | 新建倉 |
| 2 | NVDA | Nvidia CORP | +5.6% | +919.59% | 加碼 |
| 3 | BW | Babcock & Wilcox Enterpr | +2.6% | NEW | 新建倉 |
| 4 | REMX | Vaneck Rar Earth Nd Stg-usdi | +1.9% | NEW | 新建倉 |
| 5 | MAR | Marriott International -cl A | +1.3% | +67.28% | 加碼 |
| 6 | ANET | Arista Networks Inc | +1.3% | NEW | 新建倉 |
| 7 | ✓ | Offerpad Solutions Inc | +1.3% | NEW | 新建倉 |
| 8 | ✓ | Critical Metals CORP | +0.9% | NEW | 新建倉 |
| 9 | ARTY | Ishares Future Ai & Tech ETF | +0.9% | NEW | 新建倉 |
| 10 | SHLD | Global X Defense Tech ETF | +0.9% | NEW | 新建倉 |
| 11 | AXON | Axon Enterprise Inc | +0.9% | NEW | 新建倉 |
| 12 | ABTC | American Bitcoin Corp-a | +0.9% | NEW | 新建倉 |
| 13 | USAR | USA Rare Earth Inc | +0.9% | NEW | 新建倉 |
| 14 | NFLX | Netflix Inc | +0.8% | +879.25% | 加碼 |
| 15 | AI | C3.ai Inc-a | +0.8% | NEW | 新建倉 |
| 16 | GOOGL | Alphabet Inc-cl A | +0.8% | -10.49% | 減碼 |
| 17 | IAU | Ishares Gold Trust | +0.8% | NEW | 新建倉 |
| 18 | META | Meta Platforms Inc-class A | +0.7% | -28.64% | 減碼 |
| 19 | AEE | Ameren Corporation | +0.7% | NEW | 新建倉 |
| 20 | ✓ | Microalgo Inc Shs Cl A | +0.7% | NEW | 新建倉 |
| 21 | AHT | Ashford Hospitality Trust | +0.7% | NEW | 新建倉 |
| 22 | MP | Mp Materials CORP | +0.7% | NEW | 新建倉 |
| 23 | ITA | Ishares U.s. Aerospace & Def | +0.7% | NEW | 新建倉 |
| 24 | LMT | Lockheed Martin CORP | +0.7% | +163.39% | 加碼 |
| 25 | QTUM | Defiance Quantum ETF | +0.6% | NEW | 新建倉 |
| 26 | FITE | Ss Spdr S&p Kensho Fs ETF | +0.6% | NEW | 新建倉 |
| 27 | ASML | ASML Holding N.V. | +0.6% | +4.76% | 加碼 |
| 28 | CAT | Caterpillar Inc | +0.6% | NEW | 新建倉 |
| 29 | BLV | Vanguard Long-term Bond ETF | +0.6% | NEW | 新建倉 |
| 30 | ALZN | Alzamend Neuro Inc | +0.6% | NEW | 新建倉 |
| 31 | ✓ | Grayscale Digital Large Cap | +0.6% | NEW | 新建倉 |
| 32 | QM30 | Nova Minerals Ltd-adr | +0.5% | NEW | 新建倉 |
| 33 | UMAC | Unusual Machines Inc /us | +0.5% | NEW | 新建倉 |
| 34 | CTAS | Cintas CORP | +0.5% | NEW | 新建倉 |
| 35 | WMT | Walmart Inc | +0.5% | +186.07% | 加碼 |
| 36 | PLTR | Palantir Technologies Inc-a | +0.5% | NEW | 新建倉 |
| 37 | JPC | Nuveen Prefered & Income Opp | +0.5% | NEW | 新建倉 |
| 38 | INTC | Intel CORP | +0.5% | NEW | 新建倉 |
| 39 | AVGO | Broadcom Inc | +0.4% | NEW | 新建倉 |
| 40 | BND | Vanguard Total Bond Market | +0.4% | NEW | 新建倉 |
| 41 | AMD | Advanced Micro Devices | +0.4% | NEW | 新建倉 |
| 42 | CPRT | Copart Inc | +0.4% | NEW | 新建倉 |
| 43 | WBTN | Webtoon Entertainment Inc | +0.4% | NEW | 新建倉 |
| 44 | ONDS | Ondas Inc | +0.4% | NEW | 新建倉 |
| 45 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.4% | NEW | 新建倉 |
| 46 | FTXL | First Trust Nasdaq Semicondu | +0.4% | NEW | 新建倉 |
| 47 | GE | General Electric | +0.4% | NEW | 新建倉 |
| 48 | IBIT | Ishares Bitcoin Trust ETF | +0.3% | NEW | 新建倉 |
| 49 | IGV | Ishares Expanded Tech-softwa | +0.3% | NEW | 新建倉 |
| 50 | CDLXEUR | Cardlytics Inc | +0.3% | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Kingsbury Capital Investment Advisors LLC 在 Q1 2026 季度的美股持倉總市值約為 US$1.2億，共申報了 113 個公開持股部位。
在 Q1 2026 季度，Kingsbury Capital Investment Advisors LLC 按市值排列的前三大核心持股分別為：ITW (13.1%)、AAPL (6.9%)、SPYM (6.3%)。其中最大持股部位 ITW 佔據整體投資組合約 13.1% 的權重。
在 Q1 2026 季度中，Kingsbury Capital Investment Advisors LLC 共進行了 149 項持倉異動，包含新建倉 73 個部位、加碼 14 個部位、減碼 25 個部位以及清倉 37 個部位。 其中最大新建倉標的為 SPYM。 本季清倉部位包含 FXH。
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。
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。
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。