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: 0001730810
申報總市值
US$8.2億
US$8.2億
404 檔
20.0%
截至 Q1 2026 季度末，Legacy Financial Advisors, Inc. 的美股持倉估值約為 US$8.2億，全數申報部位共有 404 檔。
在 Q1 2026，Legacy Financial Advisors, Inc. 操作展現出積極擴展與加碼意向。本季共新建倉 41 個新部位，並對 75 個既有持股進行加碼（合計增持 116 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 DGRW, DIVI, ITOT）占據了總市值的 20.0%，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 404 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 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 8.87% | -0.33% | -11.72% | |
| 2 | DIVI | Franklin International Core | ETF-其他 | 4.75% | -0.27% | -0.05% | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 3.37% | -0.08% | -4.90% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 3.00% | +0.18% | -1.69% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 2.99% | — | +7.37% | |
| 6 | WTV | Wisdomtree U.s. Value Fund | ETF-其他 | 2.99% | -0.18% | +1.34% | |
| 7 | PYLD | Pimco Multisector Bond Actv | ETF-其他 | 2.98% | -0.28% | +6.14% | |
| 8 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-其他 | 2.96% | +0.55% | — | |
| 9 | QGRW | Wisdomtree US Quality Growth | ETF-其他 | 2.49% | +0.22% | +1.58% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 1.82% | -0.04% | -0.21% | |
| 11 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.75% | -0.28% | +6.21% | |
| 12 | GQI | Natixis Gateway Quality Inc | ETF-其他 | 1.61% | -0.07% | -8.90% | |
| 13 | JMUB | Jpmorgan Municipal ETF | ETF-其他 | 1.58% | -0.16% | -0.10% | |
| 14 | VFLO | Victoryshares Free Cash Flow | ETF-其他 | 1.45% | +0.09% | — | |
| 15 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.43% | -0.12% | -13.94% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.39% | +0.01% | +0.99% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.39% | +0.17% | +0.42% | |
| 18 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.36% | +0.10% | -1.27% | |
| 19 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.17% | +0.14% | +0.62% | |
| 20 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.92% | -0.16% | +4.61% | |
| 21 | AVGO | Broadcom Inc | 股票-科技 | 0.84% | +0.12% | +3.00% | |
| 22 | TSLA | Tesla Inc | 股票-循環性消費 | 0.83% | +0.03% | -0.39% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.80% | -0.03% | -1.14% | |
| 24 | NFLX | Netflix Inc | 股票-通訊服務 | 0.68% | -0.28% | +26.28% | |
| 25 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.66% | -0.07% | -6.26% | |
| 26 | FLMI | Franklin Dynamic Municipal B | ETF-其他 | 0.66% | +0.02% | +4.99% | |
| 27 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.60% | -0.01% | -6.54% | |
| 28 | XOM | Exxon Mobil CORP | 股票-能源 | 0.56% | -0.56% | EXIT | |
| 29 | V | Visa Inc-class A Shares | 股票-金融 | 0.56% | +0.01% | +3.19% | |
| 30 | WMT | Walmart Inc | 股票-非循環性消費 | 0.55% | -0.12% | +1.59% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.54% | -0.02% | +2.14% | |
| 32 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.53% | -0.08% | +1.34% | |
| 33 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.52% | -0.04% | +5.34% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.51% | -0.03% | +1.75% | |
| 35 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.47% | -0.02% | -1.92% | |
| 36 | PNC | Pnc Financial Services Group | 股票-金融 | 0.47% | +0.02% | +0.91% | |
| 37 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.47% | -0.01% | -6.53% | |
| 38 | FITB | Fifth Third Bancorp | 股票-金融 | 0.46% | -0.04% | +0.98% | |
| 39 | MU | Micron Technology Inc | 股票-科技 | 0.44% | +0.58% | +9.67% | |
| 40 | ORCL | Oracle CORP | 股票-科技 | 0.42% | -0.03% | +6.53% | |
| 41 | CVX | Chevron CORP | 股票-能源 | 0.41% | -0.10% | +2.44% | |
| 42 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.41% | +0.09% | +1.11% | |
| 43 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股與成長 | 0.41% | +0.03% | +13.14% | |
| 44 | BAC | Bank Of America CORP | 股票-金融 | 0.37% | +0.02% | -4.41% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.37% | -0.03% | -20.66% | |
| 46 | DFIV | Dimensional International Va | ETF-其他 | 0.36% | -0.03% | +4.04% | |
| 47 | CSCO | Cisco Systems Inc | 股票-科技 | 0.35% | +0.12% | +12.51% | |
| 48 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.33% | — | -41.30% | |
| 49 | COP | Conocophillips | 股票-能源 | 0.33% | -0.11% | -11.62% | |
| 50 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-其他 | 0.32% | -0.04% | -1.60% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +0.2% | +2.52% | 加碼 |
| 2 | NFLX | Netflix Inc | +0.2% | +26.28% | 加碼 |
| 3 | DIVI | Franklin International Core | +0.2% | -0.05% | 減碼 |
| 4 | PYLD | Pimco Multisector Bond Actv | +0.2% | +6.14% | 加碼 |
| 5 | PG | Procter & Gamble Co/the | +0.1% | +6.21% | 加碼 |
| 6 | AMAT | Applied Materials Inc | +0.1% | +19.70% | 加碼 |
| 7 | MRSH | Marsh & Mclennan Cos | +0.1% | +294.27% | 加碼 |
| 8 | CVX | Chevron CORP | +0.1% | +2.44% | 加碼 |
| 9 | WTV | Wisdomtree U.s. Value Fund | +0.1% | +1.34% | 加碼 |
| 10 | JNJ | Johnson & Johnson | +0.1% | +5.34% | 加碼 |
| 11 | LRCX | Lam Research CORP | +0.1% | +28.27% | 加碼 |
| 12 | MU | Micron Technology Inc | +0.1% | +9.67% | 加碼 |
| 13 | GEV | GE Vernova Inc | +0.1% | +8.71% | 加碼 |
| 14 | INTC | Intel CORP | +0.1% | +39.99% | 加碼 |
| 15 | ROP | Roper Technologies Inc | +0.1% | +315.26% | 加碼 |
| 16 | COP | Conocophillips | +0.1% | -11.62% | 減碼 |
| 17 | IBRX | Immunitybio Inc | +0.1% | +5.22% | 加碼 |
| 18 | WMT | Walmart Inc | +0.1% | +1.59% | 加碼 |
| 19 | COST | Costco Wholesale CORP | +0.1% | +12.03% | 加碼 |
| 20 | VZ | Verizon Communications Inc | +0.1% | +27.20% | 加碼 |
| 21 | LIN | Linde plc | +0.1% | +31.34% | 加碼 |
| 22 | KLAC | Kla CORP | +0.1% | +32.98% | 加碼 |
| 23 | CAT | Caterpillar Inc | +0.1% | +1.78% | 加碼 |
| 24 | ACN | Accenture plc | +0.1% | +121.83% | 加碼 |
| 25 | HON | Honeywell International Inc | +0.1% | +39.68% | 加碼 |
| 26 | DOW | Dow Inc | +0.1% | +47.77% | 加碼 |
| 27 | MRK | Merck & Co. Inc. | +0.1% | -1.92% | 減碼 |
| 28 | MPC | Marathon Petroleum CORP | +0.1% | -11.48% | 減碼 |
| 29 | SPHQ | Invesco S&p 500 Quality ETF | +0.1% | +13.14% | 加碼 |
| 30 | ADI | Analog Devices Inc | +0.1% | +14.48% | 加碼 |
| 31 | PFE | Pfizer Inc | +0.1% | +21.85% | 加碼 |
| 32 | CSCO | Cisco Systems Inc | +0.1% | +12.51% | 加碼 |
| 33 | SYF | Synchrony Financial | 0% | +183.47% | 加碼 |
| 34 | CTVA | Corteva Inc | 0% | +1.81% | 加碼 |
| 35 | WDC | Western Digital CORP | 0% | +40.88% | 加碼 |
| 36 | BMY | Bristol-myers Squibb Co | 0% | +8.26% | 加碼 |
| 37 | BSV | Vanguard Short-term Bond ETF | 0% | +48.76% | 加碼 |
| 38 | AMD | Advanced Micro Devices | 0% | +21.83% | 加碼 |
| 39 | FDX | Fedex CORP | 0% | +11.91% | 加碼 |
| 40 | FIX | Comfort Systems USA Inc | 0% | +11.64% | 加碼 |
| 41 | TRGP | Targa Resources CORP | 0% | -12.24% | 減碼 |
| 42 | KO | Coca-cola Co/the | 0% | +2.21% | 加碼 |
| 43 | FLMI | Franklin Dynamic Municipal B | 0% | +4.99% | 加碼 |
| 44 | TTE | TotalEnergies SE | 0% | +10.50% | 加碼 |
| 45 | DFAT | Dimensional US Target Value | 0% | +14.10% | 加碼 |
| 46 | T | At&t Inc | 0% | +11.62% | 加碼 |
| 47 | DFIV | Dimensional International Va | 0% | +4.04% | 加碼 |
| 48 | RWJ | Invesco S&p Smallcap 600 | 0% | +9.59% | 加碼 |
| 49 | LMT | Lockheed Martin CORP | 0% | +15.40% | 加碼 |
| 50 | EIX | Edison International | 0% | +27.07% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Legacy Financial Advisors, Inc. 在 Q1 2026 季度的美股持倉總市值約為 US$8.2億，共申報了 404 個公開持股部位。
在 Q1 2026 季度，Legacy Financial Advisors, Inc. 按市值排列的前三大核心持股分別為：DGRW (8.9%)、DIVI (4.8%)、ITOT (3.4%)。其中最大持股部位 DGRW 佔據整體投資組合約 8.9% 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
FRDM
市值: US$2113.3萬
本季最大獲利了結 / 清倉標的
IWF
前期市值: US$83.8萬
在 Q1 2026 季度中，Legacy Financial Advisors, Inc. 共進行了 199 項持倉異動，包含新建倉 41 個部位、加碼 75 個部位、減碼 56 個部位以及清倉 27 個部位。 其中最大新建倉標的為 FRDM。 本季清倉部位包含 IWF。
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。