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: 0001882132
申報總市值
US$9.6億
US$9.6億
297 檔
14.2%
根據最新整理的 13F 季度數據集，Lifeworks Advisors, LLC 於 Q1 2026 結束時的管理資產規模為 US$9.6億。該機構在本季度申報了 297 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q1 2026，Lifeworks Advisors, LLC 展現出較為審慎的避險與獲利了結姿態。本季共減碼 63 個部位並完全清倉 56 檔持股，調降曝險的部位數量高於加碼動作。
整體而言，Lifeworks Advisors, LLC 的前 5 大持股（包含 SPDW, GOVT, LQD）貢獻了組合市值的 14.2%，形成該機構在 Q1 2026 季度的基本面基石。
本季最大新建倉標的
GSG
市值: US$1090.0萬
本季最大獲利了結 / 清倉標的
AMCR
前期市值: US$479.9萬
僅顯示前 200 大持股（共 297 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 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 6.82% | -0.23% | +2.03% | |
| 2 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 3.35% | -0.52% | +2.11% | |
| 3 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 2.61% | -0.38% | +0.95% | |
| 4 | IAU | Ishares Gold Trust | ETF-避險與商品 | 2.36% | -0.52% | -8.67% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 2.28% | -0.23% | +3.10% | |
| 6 | MBB | Ishares Mbs ETF | ETF-其他 | 2.27% | -0.36% | -0.89% | |
| 7 | VTIP | Vanguard Short-term Tips | ETF-其他 | 1.98% | -0.03% | -0.10% | |
| 8 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.81% | -1.37% | +23.88% | |
| 9 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 1.52% | +0.17% | +9.79% | |
| 10 | DELL | Dell Technologies -c | 股票-科技 | 1.41% | +1.36% | +21.97% | |
| 11 | GSG | Ishares S&p Gsci Commodity I | ETF-避險與商品 | 1.40% | -1.16% | — | |
| 12 | STX | Seagate Technology Holdings plc | 股票-科技 | 1.39% | +1.30% | -22.97% | |
| 13 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 1.33% | -0.10% | +4.93% | |
| 14 | FIDU | Fidelity Msci Indust Indx | ETF-其他 | 1.25% | -0.06% | +0.34% | |
| 15 | AAPL | Apple Inc | 股票-科技 | 1.19% | -0.03% | +8.73% | |
| 16 | MO | Altria Group Inc | 股票-非循環性消費 | 1.17% | — | -1.90% | |
| 17 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.16% | -0.05% | +1.43% | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 1.12% | +0.22% | +27.24% | |
| 19 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.11% | +0.04% | +6.54% | |
| 20 | JBL | Jabil Inc | 股票-科技 | 1.10% | +0.19% | -8.41% | |
| 21 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.04% | -0.05% | -4.28% | |
| 22 | PCAR | Paccar Inc | 股票-工業 | 1.03% | -0.10% | -8.13% | |
| 23 | SO | Southern Co/the | 股票-公用事業 | 1.02% | -0.09% | +19.86% | |
| 24 | GLW | Corning Inc | 股票-科技 | 1.02% | +0.72% | -3.29% | |
| 25 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密貨幣 | 1.01% | -0.17% | +23.04% | |
| 26 | PFE | Pfizer Inc | 股票-醫療保健 | 1.00% | -0.15% | -3.76% | |
| 27 | ORCL | Oracle CORP | 股票-科技 | 0.99% | -0.33% | +72.61% | |
| 28 | OUNZ | Vaneck Merk Gold ETF | ETF-避險與商品 | 0.96% | -0.29% | -10.45% | |
| 29 | CSCO | Cisco Systems Inc | 股票-科技 | 0.96% | +0.20% | -3.77% | |
| 30 | HPE | Hewlett Packard Enterprise | 股票-科技 | 0.95% | +0.35% | +25.29% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.90% | +0.39% | +1.34% | |
| 32 | EBAY | Ebay Inc | 股票-循環性消費 | 0.90% | +0.09% | +13.53% | |
| 33 | CAT | Caterpillar Inc | 股票-工業 | 0.86% | +0.29% | -11.28% | |
| 34 | FHLC | Fidelity Msci Health Care | ETF-其他 | 0.84% | -0.07% | -15.61% | |
| 35 | HIG | Hartford Insurance Group Inc | 股票-金融 | 0.83% | -0.09% | +40.45% | |
| 36 | QCOM | Qualcomm Inc | 股票-科技 | 0.83% | -0.04% | +18.42% | |
| 37 | CLX | Clorox Company | 股票-非循環性消費 | 0.81% | -0.08% | +13.93% | |
| 38 | CMI | Cummins Inc | 股票-工業 | 0.81% | +0.10% | -1.03% | |
| 39 | IBM | Intl Business Machines CORP | 股票-科技 | 0.80% | — | +4.00% | |
| 40 | LIN | Linde plc | 股票-原物料 | 0.79% | +0.01% | +10.26% | |
| 41 | KEYS | Keysight Technologies In | 股票-科技 | 0.79% | +0.08% | -3.43% | |
| 42 | CPB | THE Campbell's Company | 股票-非循環性消費 | 0.78% | -0.09% | +15.79% | |
| 43 | DE | Deere & Co | 股票-工業 | 0.77% | +0.02% | -11.82% | |
| 44 | KR | Kroger Co | 股票-非循環性消費 | 0.76% | — | +526.11% | |
| 45 | GRMN | Garmin Ltd. | 股票-科技 | 0.76% | -0.05% | +16.67% | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.74% | +0.13% | -22.47% | |
| 47 | FFIV | F5 Inc | 股票-科技 | 0.73% | +0.21% | +32.37% | |
| 48 | RSG | Republic Services Inc | 股票-工業 | 0.73% | -0.12% | -6.10% | |
| 49 | WAB | Wabtec CORP | 股票-工業 | 0.71% | -0.04% | -12.87% | |
| 50 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.69% | -0.13% | +5.43% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | KR | Kroger Co | +0.7% | +526.11% | 加碼 |
| 2 | DELL | Dell Technologies -c | +0.5% | +21.97% | 加碼 |
| 3 | RTX | Rtx CORP | +0.5% | +257.79% | 加碼 |
| 4 | GLD | Spdr Gold Shares | +0.5% | +23.88% | 加碼 |
| 5 | TJX | Tjx Companies Inc | +0.4% | +400.99% | 加碼 |
| 6 | V | Visa Inc-class A Shares | +0.4% | +294.04% | 加碼 |
| 7 | GLW | Corning Inc | +0.3% | -3.29% | 減碼 |
| 8 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.3% | +2.03% | 加碼 |
| 9 | SO | Southern Co/the | +0.2% | +19.86% | 加碼 |
| 10 | FFIV | F5 Inc | +0.2% | +32.37% | 加碼 |
| 11 | ORCL | Oracle CORP | +0.2% | +72.61% | 加碼 |
| 12 | HIG | Hartford Insurance Group Inc | +0.2% | +40.45% | 加碼 |
| 13 | GILD | Gilead Sciences Inc | +0.2% | +4.93% | 加碼 |
| 14 | KEYS | Keysight Technologies In | +0.2% | -3.43% | 減碼 |
| 15 | JNJ | Johnson & Johnson | +0.2% | +1.43% | 加碼 |
| 16 | GRMN | Garmin Ltd. | +0.2% | +16.67% | 加碼 |
| 17 | HPE | Hewlett Packard Enterprise | +0.2% | +25.29% | 加碼 |
| 18 | LIN | Linde plc | +0.2% | +10.26% | 加碼 |
| 19 | EBAY | Ebay Inc | +0.1% | +13.53% | 加碼 |
| 20 | HPQ | Hp Inc | +0.1% | +50.15% | 加碼 |
| 21 | HON | Honeywell International Inc | +0.1% | +9.85% | 加碼 |
| 22 | MO | Altria Group Inc | +0.1% | -1.90% | 減碼 |
| 23 | STX | Seagate Technology Holdings plc | +0.1% | -22.97% | 減碼 |
| 24 | CLX | Clorox Company | +0.1% | +13.93% | 加碼 |
| 25 | GOOGL | Alphabet Inc-cl A | +0.1% | +62.55% | 加碼 |
| 26 | NTAP | Netapp Inc | +0.1% | +24.43% | 加碼 |
| 27 | EVRG | Evergy Inc | +0.1% | +7.79% | 加碼 |
| 28 | PDBC | Invesco Optimum Yield Divers | +0.1% | -0.46% | 減碼 |
| 29 | EEM | Ishares Msci Emerging Market | +0.1% | +30.45% | 加碼 |
| 30 | EWJ | Ishares Msci Japan ETF | +0.1% | +34.51% | 加碼 |
| 31 | MRK | Merck & Co. Inc. | +0.1% | -4.28% | 減碼 |
| 32 | AMAT | Applied Materials Inc | +0.1% | +18.83% | 加碼 |
| 33 | PFE | Pfizer Inc | +0.1% | -3.76% | 減碼 |
| 34 | CAT | Caterpillar Inc | +0.1% | -11.28% | 減碼 |
| 35 | XOM | Exxon Mobil CORP | +0.1% | +2.04% | 加碼 |
| 36 | ABT | Abbott Laboratories | +0.1% | +41.26% | 加碼 |
| 37 | IWM | Ishares Russell 2000 ETF | +0.1% | +19.47% | 加碼 |
| 38 | EFG | Ishares Msci Eafe Growth ETF | +0.1% | +156.81% | 加碼 |
| 39 | NFLX | Netflix Inc | +0.1% | +50.14% | 加碼 |
| 40 | JBL | Jabil Inc | +0.1% | -8.41% | 減碼 |
| 41 | BA | Boeing Co/the | +0.1% | +139.93% | 加碼 |
| 42 | XEL | Xcel Energy Inc | +0.1% | +109.69% | 加碼 |
| 43 | FIDU | Fidelity Msci Indust Indx | +0.1% | +0.34% | 加碼 |
| 44 | DE | Deere & Co | 0% | -11.82% | 減碼 |
| 45 | FUTY | Fidelity Msci US Utilities | 0% | +7.31% | 加碼 |
| 46 | GEV | GE Vernova Inc | 0% | -4.00% | 減碼 |
| 47 | CF | Cf Industries Holdings Inc | 0% | -4.86% | 減碼 |
| 48 | BNDX | Vanguard Total Intl Bond ETF | 0% | +3.10% | 加碼 |
| 49 | GOVT | Ishares US Treasury Bond ETF | 0% | +2.11% | 加碼 |
| 50 | CTVA | Corteva Inc | 0% | -2.37% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Lifeworks Advisors, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$9.6億，共申報了 297 個公開持股部位。
在 Q1 2026 季度，Lifeworks Advisors, LLC 按市值排列的前三大核心持股分別為：SPDW (6.8%)、GOVT (3.4%)、LQD (2.6%)。其中最大持股部位 SPDW 佔據整體投資組合約 6.8% 的權重。
在 Q1 2026 季度中，Lifeworks Advisors, LLC 共進行了 200 項持倉異動，包含新建倉 27 個部位、加碼 54 個部位、減碼 63 個部位以及清倉 56 個部位。 其中最大新建倉標的為 GSG。 本季清倉部位包含 AMCR。
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。