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: 0002006661
申報總市值
US$1.4億
US$1.4億
46 檔
28.8%
根據最新整理的 13F 季度數據集，Leibman Financial Services, Inc. 於 Q2 2026 結束時的管理資產規模為 US$1.4億。該機構在本季度申報了 46 檔美股持倉，呈現出該時期的主要投資地圖。
Leibman Financial Services, Inc. 在 Q2 2026 進行了結構性的板塊輪動與部位換股。在開立 4 個全新部位及加碼 25 檔持股的同時，亦同步清倉 7 檔並減碼 17 檔標的。
檢視投資組合結構，前 5 大主力部位（包含 USFR, EPI, AVDV）占據了總市值的 28.8%，展現出該機構在 Q2 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 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 13.20% | -2.19% | +61.25% | |
| 2 | EPI | Wisdomtree India Earnings | ETF-其他 | 4.10% | +0.16% | +4.54% | |
| 3 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 3.74% | +0.97% | +2.11% | |
| 4 | DGS | Wisdomtree Em Small Cap | ETF-中小型股 | 3.46% | +1.17% | +18.94% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.24% | +0.81% | +3.58% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.97% | -1.51% | +28.50% | |
| 7 | SFM | Sprouts Farmers Market Inc | 股票-非循環性消費 | 2.91% | -0.54% | +2.44% | |
| 8 | TECK | Teck Resources Ltd-cls B | 股票-原物料 | 2.80% | +0.31% | -14.37% | |
| 9 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.80% | +0.19% | -4.79% | |
| 10 | SE | Sea Ltd-adr | 股票-通訊服務 | 2.79% | -0.61% | +47.30% | |
| 11 | AMGN | Amgen Inc | 股票-醫療保健 | 2.78% | -2.78% | EXIT | |
| 12 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 2.64% | +1.08% | +3.14% | |
| 13 | SMIN | Ishares Msci India Small-cap | ETF-其他 | 2.55% | -2.55% | EXIT | |
| 14 | KNSL | Kinsale Capital Group Inc | 股票-金融 | 2.43% | +0.16% | +14.30% | |
| 15 | AAPL | Apple Inc | 股票-科技 | 2.32% | +0.40% | -2.08% | |
| 16 | URI | United Rentals Inc | 股票-工業 | 2.29% | -0.29% | -1.26% | |
| 17 | TMUS | T-mobile US Inc | 股票-通訊服務 | 2.24% | +0.15% | +7.32% | |
| 18 | MELI | Mercadolibre Inc | 股票-循環性消費 | 2.19% | +0.23% | +18.28% | |
| 19 | OC | Owens Corning | 股票-工業 | 2.18% | -0.57% | +3.56% | |
| 20 | CASY | Casey's General Stores Inc | 股票-循環性消費 | 1.88% | -0.40% | -20.07% | |
| 21 | CALM | Cal-maine Foods Inc | 股票-非循環性消費 | 1.87% | -0.23% | +4.30% | |
| 22 | DUOL | Duolingo | 股票-科技 | 1.85% | +0.51% | — | |
| 23 | PLD | Prologis Inc | 股票-房地產 | 1.83% | -0.01% | -0.71% | |
| 24 | FSLR | First Solar Inc | 股票-科技 | 1.82% | +0.25% | +4.40% | |
| 25 | TGT | Target CORP | 股票-循環性消費 | 1.81% | -1.81% | EXIT | |
| 26 | SMPL | Simply Good Foods Co/the | 股票-其他 | 1.79% | -0.36% | — | |
| 27 | ARE | Alexandria Real Estate Equit | 股票-房地產 | 1.79% | -0.10% | +12.85% | |
| 28 | EMBJ | Embraer Sa-spon Adr | 股票-工業 | 1.70% | +0.41% | — | |
| 29 | ILF | Ishares Latin America 40 ETF | ETF-其他 | 1.61% | +1.42% | -18.66% | |
| 30 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 1.61% | +0.15% | -3.26% | |
| 31 | PINS | Pinterest Inc- Class A | 股票-通訊服務 | 1.60% | -0.10% | +23.43% | |
| 32 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.56% | +1.22% | +84.99% | |
| 33 | CMG | Chipotle Mexican Grill Inc | 股票-循環性消費 | 1.54% | +0.21% | +4.62% | |
| 34 | DDOG | Datadog Inc - Class A | 股票-科技 | 1.54% | -0.43% | -2.91% | |
| 35 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.49% | -0.07% | -5.16% | |
| 36 | GRAB | Grab Holdings Limited | 股票-科技 | 1.47% | -0.11% | +15.95% | |
| 37 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.44% | +0.21% | +1.72% | |
| 38 | CPNG | Coupang Inc | 股票-循環性消費 | 1.42% | +0.02% | +4.69% | |
| 39 | CPRT | Copart Inc | 股票-工業 | 1.29% | +0.24% | +21.55% | |
| 40 | NXT | Nextpower Inc-cl A | 股票-科技 | 0.93% | +0.42% | -21.70% | |
| 41 | ENPH | Enphase Energy Inc | 股票-科技 | 0.78% | -0.78% | EXIT | |
| 42 | ALB | Albemarle CORP | 股票-原物料 | 0.74% | +0.73% | +2.66% | |
| 43 | FCX | Freeport-mcmoran Inc | 股票-原物料 | 0.35% | +0.01% | -83.50% | |
| 44 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.32% | +0.04% | -20.93% | |
| 45 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.18% | -0.04% | -87.61% | |
| 46 | DE | Deere & Co | 股票-工業 | 0.14% | +0.01% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | USFR | Wisdomtree Floating Rate Tre | +4.2% | +61.25% | 加碼 |
| 2 | DUOL | Duolingo | +1.9% | NEW | 新建倉 |
| 3 | SMPL | Simply Good Foods Co/the | +1.8% | NEW | 新建倉 |
| 4 | EMBJ | Embraer Sa-spon Adr | +1.7% | NEW | 新建倉 |
| 5 | SE | Sea Ltd-adr | +1% | +47.30% | 加碼 |
| 6 | GOOG | Alphabet Inc-cl C | +0.9% | +28.50% | 加碼 |
| 7 | DDOG | Datadog Inc - Class A | +0.8% | -2.91% | 減碼 |
| 8 | CRWD | Crowdstrike Holdings Inc - A | +0.7% | -3.26% | 減碼 |
| 9 | URI | United Rentals Inc | +0.6% | -1.26% | 減碼 |
| 10 | OC | Owens Corning | +0.6% | +3.56% | 加碼 |
| 11 | COST | Costco Wholesale CORP | +0.6% | +84.99% | 加碼 |
| 12 | DGS | Wisdomtree Em Small Cap | +0.5% | +18.94% | 加碼 |
| 13 | PINS | Pinterest Inc- Class A | +0.4% | +23.43% | 加碼 |
| 14 | SMIN | Ishares Msci India Small-cap | +0.3% | +4.55% | 加碼 |
| 15 | ARE | Alexandria Real Estate Equit | +0.3% | +12.85% | 加碼 |
| 16 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | -5.16% | 減碼 |
| 17 | FSLR | First Solar Inc | +0.2% | +4.40% | 加碼 |
| 18 | DE | Deere & Co | +0.1% | NEW | 新建倉 |
| 19 | MELI | Mercadolibre Inc | +0.1% | +18.28% | 加碼 |
| 20 | GRAB | Grab Holdings Limited | +0.1% | +15.95% | 加碼 |
| 21 | SFM | Sprouts Farmers Market Inc | +0.1% | +2.44% | 加碼 |
| 22 | AAPL | Apple Inc | 0% | -2.08% | 減碼 |
| 23 | KNSL | Kinsale Capital Group Inc | — | +14.30% | 加碼 |
| 24 | CMG | Chipotle Mexican Grill Inc | — | +4.62% | 加碼 |
| 25 | EPI | Wisdomtree India Earnings | 0% | +4.54% | 加碼 |
| 26 | AMZN | Amazon.com Inc | 0% | -4.79% | 減碼 |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | +3.58% | 加碼 |
| 28 | CALM | Cal-maine Foods Inc | -0.1% | +4.30% | 加碼 |
| 29 | CPRT | Copart Inc | -0.1% | +21.55% | 加碼 |
| 30 | PUBM | Pubmatic Inc-class A | -0.1% | EXIT | 清倉 |
| 31 | SHV | Ishares 0-1 Year Treasury Bo | -0.1% | -20.93% | 減碼 |
| 32 | DIS | Walt Disney Co/the | -0.1% | +1.72% | 加碼 |
| 33 | ENPH | Enphase Energy Inc | -0.1% | -27.79% | 減碼 |
| 34 | PLD | Prologis Inc | -0.2% | -0.71% | 減碼 |
| 35 | UNP | Union Pacific CORP | -0.2% | EXIT | 清倉 |
| 36 | AVDV | Avantis Intl S/c Value ETF | -0.2% | +2.11% | 加碼 |
| 37 | CPNG | Coupang Inc | -0.2% | +4.69% | 加碼 |
| 38 | AMGN | Amgen Inc | -0.3% | -2.52% | 減碼 |
| 39 | ALB | Albemarle CORP | -0.3% | +2.66% | 加碼 |
| 40 | BMY | Bristol-myers Squibb Co | -0.3% | +3.14% | 加碼 |
| 41 | TECK | Teck Resources Ltd-cls B | -0.3% | -14.37% | 減碼 |
| 42 | NXT | Nextpower Inc-cl A | -0.4% | -21.70% | 減碼 |
| 43 | CASY | Casey's General Stores Inc | -0.5% | -20.07% | 減碼 |
| 44 | TGT | Target CORP | -0.5% | -20.65% | 減碼 |
| 45 | PGNY | Progyny Inc | -0.6% | EXIT | 清倉 |
| 46 | TMUS | T-mobile US Inc | -0.6% | +7.32% | 加碼 |
| 47 | ILF | Ishares Latin America 40 ETF | -0.7% | -18.66% | 減碼 |
| 48 | STRL | Sterling Infrastructure Inc | -1% | EXIT | 清倉 |
| 49 | LOW | Lowe's Cos Inc | -1.6% | -87.61% | 減碼 |
| 50 | TTD | Trade Desk Inc/the -class A | -1.8% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Leibman Financial Services, Inc. 在 Q2 2026 季度的美股持倉總市值約為 US$1.4億，共申報了 46 個公開持股部位。
在 Q2 2026 季度，Leibman Financial Services, Inc. 按市值排列的前三大核心持股分別為：USFR (13.2%)、EPI (4.1%)、AVDV (3.7%)。其中最大持股部位 USFR 佔據整體投資組合約 13.2% 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
DUOL
市值: US$278.6萬
本季最大獲利了結 / 清倉標的
LULU
前期市值: US$305.1萬
在 Q2 2026 季度中，Leibman Financial Services, Inc. 共進行了 53 項持倉異動，包含新建倉 4 個部位、加碼 25 個部位、減碼 17 個部位以及清倉 7 個部位。 其中最大新建倉標的為 DUOL。 本季清倉部位包含 LULU。
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。