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: 0001957370
申報總市值
US$3.3億
US$3.3億
79 檔
21.1%
Q1 2026 季度申報顯示，Left Brain Wealth Management, LLC 揭露的美股組合總市值為 US$3.3億，涵蓋 79 個不同之權益投資部位。
Left Brain Wealth Management, LLC 在 Q1 2026 進行了結構性的板塊輪動與部位換股。在開立 19 個全新部位及加碼 30 檔持股的同時，亦同步清倉 24 檔並減碼 24 檔標的。
檢視投資組合結構，前 5 大主力部位（包含 NVDA, TSM, META）占據了總市值的 21.1%，展現出該機構在 Q1 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 | NVDA | Nvidia CORP | 股票-科技 | 10.05% | -1.09% | +0.70% | |
| 2 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 6.14% | +0.49% | +1.35% | |
| 3 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 4.51% | -1.47% | -8.30% | |
| 4 | ANET | Arista Networks Inc | 股票-科技 | 3.53% | +0.16% | -5.81% | |
| 5 | XOM | Exxon Mobil CORP | 股票-能源 | 3.25% | -1.37% | — | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 3.23% | -0.29% | +1.10% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.21% | -0.25% | +1550.75% | |
| 8 | AMLP | Alerian Mlp ETF | ETF-其他 | 3.20% | -0.86% | +5.29% | |
| 9 | GE | General Electric | 股票-工業 | 3.18% | +0.01% | +0.99% | |
| 10 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 2.67% | -2.67% | EXIT | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 2.66% | -2.66% | EXIT | |
| 12 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.61% | -0.29% | -0.22% | |
| 13 | CB | Chubb Limited | 股票-金融 | 2.59% | -0.53% | -0.08% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.50% | -0.37% | +76.42% | |
| 15 | MCK | Mckesson CORP | 股票-醫療保健 | 2.38% | -2.38% | EXIT | |
| 16 | WM | Waste Management Inc | 股票-工業 | 2.37% | -2.37% | EXIT | |
| 17 | NVG | Nuveen Amt-fr Muni Crdt | 股票-其他 | 2.21% | -0.61% | +491.06% | |
| 18 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.18% | -0.61% | +1.81% | |
| 19 | UBER | Uber Technologies Inc | 股票-工業 | 2.17% | -0.67% | +3.54% | |
| 20 | VRT | Vertiv Holdings Co-a | 股票-工業 | 1.99% | +0.25% | +5.48% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 1.83% | -0.26% | +0.20% | |
| 22 | WMT | Walmart Inc | 股票-非循環性消費 | 1.73% | -1.73% | EXIT | |
| 23 | MNST | Monster Beverage CORP | 股票-非循環性消費 | 1.53% | -0.04% | +0.79% | |
| 24 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.53% | -1.53% | EXIT | |
| 25 | COR | Cencora Inc | 股票-醫療保健 | 1.48% | -1.48% | EXIT | |
| 26 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 1.43% | -1.43% | EXIT | |
| 27 | CME | Cme Group Inc | 股票-金融 | 1.33% | -1.33% | EXIT | |
| 28 | CAT | Caterpillar Inc | 股票-工業 | 1.31% | +0.32% | — | |
| 29 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.30% | -0.29% | — | |
| 30 | MPWR | Monolithic Power Systems Inc | 股票-科技 | 1.28% | +1.84% | +257.33% | |
| 31 | HON | Honeywell International Inc | 股票-工業 | 1.22% | -1.22% | EXIT | |
| 32 | PGR | Progressive CORP | 股票-金融 | 1.22% | -1.22% | EXIT | |
| 33 | ROL | Rollins Inc | 股票-循環性消費 | 1.14% | -1.14% | EXIT | |
| 34 | IBKR | Interactive Brokers Gro-cl A | 股票-金融 | 1.12% | +0.51% | — | |
| 35 | TSLA | Tesla Inc | 股票-循環性消費 | 1.12% | -0.14% | -1.01% | |
| 36 | AMAT | Applied Materials Inc | 股票-科技 | 1.03% | +2.84% | — | |
| 37 | APH | Amphenol Corp-cl A | 股票-科技 | 1.01% | +0.04% | +1096.58% | |
| 38 | MU | Micron Technology Inc | 股票-科技 | 0.95% | +3.45% | +474.64% | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.91% | -0.32% | — | |
| 40 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.81% | -0.81% | EXIT | |
| 41 | NOW | Servicenow Inc | 股票-科技 | 0.78% | -0.78% | EXIT | |
| 42 | MO | Altria Group Inc | 股票-非循環性消費 | 0.71% | -0.11% | +1.77% | |
| 43 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 0.59% | -0.20% | +12.44% | |
| 44 | NLY | Annaly Capital Management In | 股票-房地產 | 0.57% | -0.01% | -16.52% | |
| 45 | OHI | Omega Healthcare Investors | 股票-房地產 | 0.47% | -0.08% | +2.23% | |
| 46 | BP | Bp Plc-spons Adr | 股票-能源 | 0.31% | -0.12% | — | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.28% | -0.16% | — | |
| 48 | RCL | Royal Caribbean Cruises Ltd. | 股票-循環性消費 | 0.27% | +1.44% | +114.27% | |
| 49 | DSL | Doubleline Income Solutions | 股票-其他 | 0.27% | -0.06% | +3.58% | |
| 50 | AMGN | Amgen Inc | 股票-醫療保健 | 0.25% | -0.07% | -0.83% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +3% | +1550.75% | 加碼 |
| 2 | NVG | Nuveen Amt-fr Muni Crdt | +1.9% | +491.06% | 加碼 |
| 3 | TSM | Taiwan Semiconductor-sp Adr | +1.3% | +1.35% | 加碼 |
| 4 | WMT | Walmart Inc | +1.2% | +149.29% | 加碼 |
| 5 | JPM | Jpmorgan Chase & Co | +1.1% | +76.42% | 加碼 |
| 6 | MPWR | Monolithic Power Systems Inc | +1% | +257.33% | 加碼 |
| 7 | APH | Amphenol Corp-cl A | +0.9% | +1096.58% | 加碼 |
| 8 | VRT | Vertiv Holdings Co-a | +0.9% | +5.48% | 加碼 |
| 9 | MU | Micron Technology Inc | +0.8% | +474.64% | 加碼 |
| 10 | AMLP | Alerian Mlp ETF | +0.8% | +5.29% | 加碼 |
| 11 | NVDA | Nvidia CORP | +0.7% | +0.70% | 加碼 |
| 12 | COST | Costco Wholesale CORP | +0.6% | +1.81% | 加碼 |
| 13 | MCK | Mckesson CORP | +0.4% | +2.13% | 加碼 |
| 14 | CB | Chubb Limited | +0.4% | -0.08% | 減碼 |
| 15 | WM | Waste Management Inc | +0.4% | +0.62% | 加碼 |
| 16 | CME | Cme Group Inc | +0.3% | +0.80% | 加碼 |
| 17 | PGR | Progressive CORP | +0.2% | +23.80% | 加碼 |
| 18 | MO | Altria Group Inc | +0.2% | +1.77% | 加碼 |
| 19 | ORLY | O'reilly Automotive Inc | +0.2% | -0.26% | 減碼 |
| 20 | GE | General Electric | +0.2% | +0.99% | 加碼 |
| 21 | RCL | Royal Caribbean Cruises Ltd. | +0.2% | +114.27% | 加碼 |
| 22 | BP | Bp Plc-spons Adr | +0.1% | — | 不變 |
| 23 | MNST | Monster Beverage CORP | +0.1% | +0.79% | 加碼 |
| 24 | BKLN | Invesco Senior Loan ETF | +0.1% | +12.44% | 加碼 |
| 25 | AVGO | Broadcom Inc | +0.1% | +1.10% | 加碼 |
| 26 | UBER | Uber Technologies Inc | +0.1% | +3.54% | 加碼 |
| 27 | SFL | SFL Corporation Ltd. | +0.1% | +42.75% | 加碼 |
| 28 | COR | Cencora Inc | +0.1% | -0.58% | 減碼 |
| 29 | AMZN | Amazon.com Inc | +0.1% | -0.22% | 減碼 |
| 30 | OHI | Omega Healthcare Investors | +0.1% | +2.23% | 加碼 |
| 31 | AMGN | Amgen Inc | +0.1% | -0.83% | 減碼 |
| 32 | NXT | Nextpower Inc-cl A | 0% | -21.09% | 減碼 |
| 33 | KMI | Kinder Morgan, Inc. | 0% | -5.30% | 減碼 |
| 34 | BMEZ | Blackrock Hlth Sci Trm Tr Ii | 0% | +14.97% | 加碼 |
| 35 | DSL | Doubleline Income Solutions | 0% | +3.58% | 加碼 |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | 不變 |
| 37 | ROL | Rollins Inc | 0% | +0.18% | 加碼 |
| 38 | ABBV | Abbvie Inc | 0% | -1.46% | 減碼 |
| 39 | AAPL | Apple Inc | 0% | +1.03% | 加碼 |
| 40 | BXMT 5.5 03-15-27債券 | Blackstone Mortgage Tr | 0% | — | 不變 |
| 41 | ANET | Arista Networks Inc | — | -5.81% | 減碼 |
| 42 | GOOG | Alphabet Inc-cl C | — | -2.08% | 減碼 |
| 43 | IWF | Ishares Russell 1000 Growth | — | — | 不變 |
| 44 | KMB | Kimberly-clark CORP | — | — | 不變 |
| 45 | STWD | Starwood Property Trust Inc | — | — | 不變 |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -11.58% | 減碼 |
| 47 | OBDC | Blue Owl Capital CORP | 0% | -42.53% | 減碼 |
| 48 | V | Visa Inc-class A Shares | 0% | +0.20% | 加碼 |
| 49 | STX | Seagate Technology Holdings plc | -0.1% | -58.36% | 減碼 |
| 50 | NLY | Annaly Capital Management In | -0.1% | -16.52% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Left Brain Wealth Management, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$3.3億，共申報了 79 個公開持股部位。
在 Q1 2026 季度，Left Brain Wealth Management, LLC 按市值排列的前三大核心持股分別為：NVDA (10.1%)、TSM (6.1%)、META (4.5%)。其中最大持股部位 NVDA 佔據整體投資組合約 10.1% 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
XOM
市值: US$828.4萬
本季最大獲利了結 / 清倉標的
HOOD
前期市值: US$927.9萬
在 Q1 2026 季度中，Left Brain Wealth Management, LLC 共進行了 97 項持倉異動，包含新建倉 19 個部位、加碼 30 個部位、減碼 24 個部位以及清倉 24 個部位。 其中最大新建倉標的為 XOM。 本季清倉部位包含 HOOD。
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。