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: 0001845766
申報總市值
US$7.4億
US$7.4億
190 檔
25.7%
在 Q1 2026 申報期間，Lebenthal Global Advisors, LLC（CIK: 0001845766）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$7.4億，共持有 190 個公開申報部位。
Q1 2026 數據顯示 Lebenthal Global Advisors, LLC 積極進場，新開立 23 個部位並同步加碼 103 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 SPY, ONEQ, JEPI）累計市值佔比達 25.7%，是驅動 Lebenthal Global Advisors, LLC 該季度整體投資組合績效表現的核心支柱。
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 7.28% | -1.84% | +4.62% | |
| 2 | ONEQ | Fidelity Nasdaq Comp Indx | ETF-科技型 | 6.72% | +0.68% | +4.43% | |
| 3 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 5.33% | -4.44% | -15.57% | |
| 4 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 4.22% | +0.14% | +1.11% | |
| 5 | VTV | Vanguard Value ETF | ETF-其他 | 4.15% | +0.13% | +0.89% | |
| 6 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 3.79% | -0.11% | -15.50% | |
| 7 | GSIE | Goldman Sachs Activebeta Int | ETF-避險與商品 | 3.24% | +1.66% | +6.94% | |
| 8 | AOR | Ishares Core 60/40 Balanced | ETF-其他 | 2.99% | +0.05% | +42.60% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.81% | -1.41% | +12.60% | |
| 10 | JMUB | Jpmorgan Municipal ETF | ETF-其他 | 2.75% | +0.81% | -18.51% | |
| 11 | MMIT | Nyli Mackay Muni Intrm ETF | ETF-其他 | 2.45% | -0.27% | +1499.73% | |
| 12 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 2.33% | -1.11% | +0.63% | |
| 13 | ONEY | Ss Spdr R1000 Yield Foc ETF | ETF-其他 | 2.02% | -0.06% | +0.15% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.96% | -0.32% | +2.61% | |
| 15 | AAPL | Apple Inc | 股票-科技 | 1.94% | +0.15% | +3.95% | |
| 16 | XLF | Ss Financial Select Sector | ETF-其他 | 1.86% | +0.01% | — | |
| 17 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.44% | — | +0.86% | |
| 18 | NVDA | Nvidia CORP | 股票-科技 | 1.44% | — | +6.34% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.43% | -0.37% | +3.41% | |
| 20 | IVOO | Vanguard S&p Mid-cap 400 ETF | ETF-其他 | 1.34% | -0.47% | +0.91% | |
| 21 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.30% | — | +87.70% | |
| 22 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 1.24% | — | +3.02% | |
| 23 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-其他 | 1.14% | +0.04% | -35.50% | |
| 24 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.79% | +0.07% | — | |
| 25 | IMCV | Ishares Morningstar Mid-cap | ETF-其他 | 0.76% | +0.04% | +1.69% | |
| 26 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.75% | +0.20% | +30.86% | |
| 27 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.72% | +0.11% | +4.34% | |
| 28 | PWR | Quanta Services Inc | 股票-工業 | 0.70% | +0.10% | -5.22% | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.69% | +0.02% | +79.18% | |
| 30 | MSFT | Microsoft CORP | 股票-科技 | 0.68% | -0.02% | +25.11% | |
| 31 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.65% | -0.04% | +7.28% | |
| 32 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.64% | -0.04% | +20.47% | |
| 33 | FBND | Fidelity Total Bond ETF | ETF-其他 | 0.64% | +1.23% | -46.83% | |
| 34 | VFVA | Vanguard U.s. Value Factor | ETF-其他 | 0.61% | +0.01% | +0.76% | |
| 35 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 0.59% | +0.10% | +28.68% | |
| 36 | ANET | Arista Networks Inc | 股票-科技 | 0.57% | +0.17% | +2.80% | |
| 37 | AMAT | Applied Materials Inc | 股票-科技 | 0.57% | +0.53% | +22.58% | |
| 38 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.56% | +0.17% | -0.34% | |
| 39 | BND | Vanguard Total Bond Market | ETF-其他 | 0.55% | +0.42% | -1.16% | |
| 40 | GPIX | Gldm SA S&p 500 Pr In Etf-us | ETF-大型股與成長 | 0.51% | +0.09% | +16.72% | |
| 41 | ORCL | Oracle CORP | 股票-科技 | 0.49% | -0.11% | -7.74% | |
| 42 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.46% | — | -6.52% | |
| 43 | ADI | Analog Devices Inc | 股票-科技 | 0.43% | +0.08% | +15.11% | |
| 44 | VFH | Vanguard Financials ETF | ETF-其他 | 0.43% | +0.01% | — | |
| 45 | TT | Trane Technologies plc | 股票-工業 | 0.43% | +0.07% | +34.79% | |
| 46 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 0.42% | +0.53% | +0.39% | |
| 47 | AXP | American Express Co | 股票-金融 | 0.40% | +0.04% | +13.88% | |
| 48 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.39% | -0.32% | +24.22% | |
| 49 | NFLX | Netflix Inc | 股票-通訊服務 | 0.38% | -0.07% | +24.01% | |
| 50 | IBM | Intl Business Machines CORP | 股票-科技 | 0.38% | +0.07% | +28.59% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MMIT | Nyli Mackay Muni Intrm ETF | +2.3% | +1499.73% | 加碼 |
| 2 | AOR | Ishares Core 60/40 Balanced | +0.7% | +42.60% | 加碼 |
| 3 | VYM | Vanguard High Dvd Yield ETF | +0.6% | +87.70% | 加碼 |
| 4 | JPM | Jpmorgan Chase & Co | +0.3% | +79.18% | 加碼 |
| 5 | BAC | Bank Of America CORP | +0.2% | +401.02% | 加碼 |
| 6 | AMAT | Applied Materials Inc | +0.2% | +22.58% | 加碼 |
| 7 | COST | Costco Wholesale CORP | +0.2% | +20.47% | 加碼 |
| 8 | TT | Trane Technologies plc | +0.1% | +34.79% | 加碼 |
| 9 | BNY | Bank Of New York Mellon CORP | +0.1% | +70.54% | 加碼 |
| 10 | PWR | Quanta Services Inc | +0.1% | -5.22% | 減碼 |
| 11 | HWM | Howmet Aerospace Inc | +0.1% | +100.14% | 加碼 |
| 12 | ADI | Analog Devices Inc | +0.1% | +15.11% | 加碼 |
| 13 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +28.68% | 加碼 |
| 14 | LRCX | Lam Research CORP | +0.1% | +124.24% | 加碼 |
| 15 | PSX | Phillips 66 | +0.1% | +8.50% | 加碼 |
| 16 | WMT | Walmart Inc | +0.1% | +56.66% | 加碼 |
| 17 | KLAC | Kla CORP | +0.1% | +29.73% | 加碼 |
| 18 | NFLX | Netflix Inc | +0.1% | +24.01% | 加碼 |
| 19 | GE | General Electric | +0.1% | +36.17% | 加碼 |
| 20 | RJF | Raymond James Financial Inc | +0.1% | +105.11% | 加碼 |
| 21 | GSLC | Goldman Activebeta US Lc ETF | +0.1% | +188.22% | 加碼 |
| 22 | CSCO | Cisco Systems Inc | +0.1% | +63.74% | 加碼 |
| 23 | GSIE | Goldman Sachs Activebeta Int | 0% | +6.94% | 加碼 |
| 24 | LLY | Eli Lilly & Co | 0% | +30.86% | 加碼 |
| 25 | SHEL | Shell Plc-adr | 0% | +7.49% | 加碼 |
| 26 | MS | Morgan Stanley | 0% | +59.79% | 加碼 |
| 27 | GS | Goldman Sachs Group Inc | 0% | +46.64% | 加碼 |
| 28 | PH | Parker Hannifin CORP | 0% | +39.02% | 加碼 |
| 29 | MCK | Mckesson CORP | 0% | +35.63% | 加碼 |
| 30 | SCHW | Schwab (charles) CORP | 0% | +24.22% | 加碼 |
| 31 | MA | Mastercard Inc - A | 0% | +36.38% | 加碼 |
| 32 | MRVL | Marvell Technology Inc | 0% | +4.86% | 加碼 |
| 33 | TJX | Tjx Companies Inc | 0% | +26.04% | 加碼 |
| 34 | ECL | Ecolab Inc | 0% | +43.69% | 加碼 |
| 35 | BBY | Best Buy Co Inc | 0% | +33.03% | 加碼 |
| 36 | VYMI | Vanguard Int High Dvd Yld In | 0% | +3.02% | 加碼 |
| 37 | TSM | Taiwan Semiconductor-sp Adr | 0% | -0.34% | 減碼 |
| 38 | GPIX | Gldm SA S&p 500 Pr In Etf-us | 0% | +16.72% | 加碼 |
| 39 | BLK | Blackrock Inc | 0% | +27.62% | 加碼 |
| 40 | SO | Southern Co/the | 0% | +4.29% | 加碼 |
| 41 | XLE | Ss Energy Select Sector | 0% | -9.00% | 減碼 |
| 42 | KIM | Kimco Realty CORP | 0% | +7.87% | 加碼 |
| 43 | DGX | Quest Diagnostics Inc | 0% | +6.33% | 加碼 |
| 44 | NDAQ | Nasdaq Inc | 0% | +43.03% | 加碼 |
| 45 | VRT | Vertiv Holdings Co-a | 0% | -0.85% | 減碼 |
| 46 | ABBV | Abbvie Inc | 0% | +31.46% | 加碼 |
| 47 | KHC | Kraft Heinz Co/the | 0% | +26.88% | 加碼 |
| 48 | CSX | Csx CORP | 0% | -0.40% | 減碼 |
| 49 | TMUS | T-mobile US Inc | 0% | +10.18% | 加碼 |
| 50 | DVN | Devon Energy CORP | 0% | -12.71% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Lebenthal Global Advisors, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$7.4億，共申報了 190 個公開持股部位。
在 Q1 2026 季度，Lebenthal Global Advisors, LLC 按市值排列的前三大核心持股分別為：SPY (7.3%)、ONEQ (6.7%)、JEPI (5.3%)。其中最大持股部位 SPY 佔據整體投資組合約 7.3% 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
XLF
市值: US$1282.2萬
本季最大獲利了結 / 清倉標的
TRGP
前期市值: US$190.3萬
在 Q1 2026 季度中，Lebenthal Global Advisors, LLC 共進行了 196 項持倉異動，包含新建倉 23 個部位、加碼 103 個部位、減碼 57 個部位以及清倉 13 個部位。 其中最大新建倉標的為 XLF。 本季清倉部位包含 TRGP。
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。