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: 0001802361
申報總市值
US$1.4億
US$1.4億
112 檔
74.6%
Q2 2026 季度申報顯示，Magnolia Capital Management LTD 揭露的美股組合總市值為 US$1.4億，涵蓋 112 個不同之權益投資部位。
在 Q2 2026，Magnolia Capital Management LTD 展現出較為審慎的避險與獲利了結姿態。本季共減碼 47 個部位並完全清倉 3 檔持股，調降曝險的部位數量高於加碼動作。
檢視投資組合結構，前 5 大主力部位（包含 , QQQ, ）占據了總市值的 74.6%，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 | ✓ | 股票-其他 | 17.96% | — | -12.86% | ||
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 17.96% | +0.38% | -12.86% | |
| 3 | ✓ | 股票-其他 | 15.25% | — | -13.29% | ||
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 15.25% | +0.48% | -13.29% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 6.25% | -0.31% | -10.84% | |
| 6 | ✓ | 股票-其他 | 5.56% | — | -11.21% | ||
| 7 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 5.56% | -0.04% | -11.21% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 5.11% | +0.84% | -23.31% | |
| 9 | ✓ | 股票-其他 | 3.55% | — | -15.12% | ||
| 10 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.55% | -0.10% | -15.12% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.35% | -0.19% | -12.50% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.47% | +0.05% | -18.18% | |
| 13 | IYJ | Ishares U.s. Industrials ETF | ETF-其他 | 2.31% | -0.14% | — | |
| 14 | ✓ | 股票-其他 | 2.23% | — | -14.40% | ||
| 15 | CSCO | Cisco Systems Inc | 股票-科技 | 2.23% | -0.15% | -14.40% | |
| 16 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.88% | +0.13% | -3.57% | |
| 17 | ✓ | 股票-其他 | 1.76% | — | -8.55% | ||
| 18 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 1.76% | -0.23% | -8.55% | |
| 19 | MSFT | Microsoft CORP | 股票-科技 | 1.66% | +0.39% | -3.46% | |
| 20 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.37% | +0.10% | +0.10% | |
| 21 | ✓ | 股票-其他 | 1.35% | — | -2.88% | ||
| 22 | AVGO | Broadcom Inc | 股票-科技 | 1.35% | -0.07% | -2.88% | |
| 23 | ✓ | 股票-其他 | 1.33% | — | +0.01% | ||
| 24 | NVDA | Nvidia CORP | 股票-科技 | 1.33% | +0.22% | +0.01% | |
| 25 | ✓ | 股票-其他 | 1.28% | — | — | ||
| 26 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 1.28% | -0.25% | — | |
| 27 | ✓ | 股票-其他 | 1.17% | — | -25.12% | ||
| 28 | XLI | Ss Industrial Select Sector | ETF-其他 | 1.17% | -0.10% | -25.12% | |
| 29 | ✓ | 股票-其他 | 0.91% | — | -24.71% | ||
| 30 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.91% | +0.06% | -24.71% | |
| 31 | ✓ | 股票-其他 | 0.88% | — | +0.28% | ||
| 32 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.88% | +0.04% | +0.28% | |
| 33 | IYF | Ishares US Financials ETF | ETF-其他 | 0.78% | +0.01% | — | |
| 34 | QCOM | Qualcomm Inc | 股票-科技 | 0.75% | +0.01% | -4.40% | |
| 35 | ✓ | 股票-其他 | 0.75% | — | -24.82% | ||
| 36 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.75% | +0.12% | -24.82% | |
| 37 | ✓ | 股票-其他 | 0.72% | — | -17.11% | ||
| 38 | VRT | Vertiv Holdings Co-a | 股票-工業 | 0.72% | -0.19% | -17.11% | |
| 39 | RY | Royal Bank Of Canada | 股票-金融 | 0.69% | -0.01% | -14.12% | |
| 40 | ✓ | 股票-其他 | 0.66% | — | -16.72% | ||
| 41 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.66% | +0.04% | -16.72% | |
| 42 | ✓ | 股票-其他 | 0.65% | — | +0.40% | ||
| 43 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.65% | — | +0.40% | |
| 44 | ✓ | 股票-其他 | 0.64% | — | +0.27% | ||
| 45 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.64% | +0.04% | +0.27% | |
| 46 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.63% | +0.01% | — | |
| 47 | ✓ | 股票-其他 | 0.63% | — | -6.33% | ||
| 48 | XOM | Exxon Mobil CORP | 股票-能源 | 0.63% | -0.63% | EXIT | |
| 49 | ✓ | 股票-其他 | 0.60% | — | -13.66% | ||
| 50 | ASML | ASML Holding N.V. | 股票-科技 | 0.60% | -0.04% | -13.66% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ✓ | +2.2% | -12.86% | 減碼 | |
| 2 | ✓ | +0.6% | -14.40% | 減碼 | |
| 3 | ✓ | +0.3% | — | 不變 | |
| 4 | IYJ | Ishares U.s. Industrials ETF | +0.3% | — | 不變 |
| 5 | ✓ | +0.3% | -13.29% | 減碼 | |
| 6 | ✓ | +0.3% | NEW | 新建倉 | |
| 7 | ✓ | +0.3% | NEW | 新建倉 | |
| 8 | IJH | Ishares Core S&p Midcap ETF | +0.3% | -10.84% | 減碼 |
| 9 | ✓ | +0.2% | -2.88% | 減碼 | |
| 10 | ✓ | +0.2% | -15.12% | 減碼 | |
| 11 | QCOM | Qualcomm Inc | +0.2% | -4.40% | 減碼 |
| 12 | IJR | Ishares Core S&p Small-cap E | +0.2% | -12.50% | 減碼 |
| 13 | AMZN | Amazon.com Inc | +0.2% | +0.10% | 加碼 |
| 14 | ✓ | +0.2% | +0.01% | 加碼 | |
| 15 | TXN | Texas Instruments Inc | +0.2% | NEW | 新建倉 |
| 16 | ✓ | +0.2% | NEW | 新建倉 | |
| 17 | ✓ | +0.2% | -13.66% | 減碼 | |
| 18 | ✓ | +0.1% | -11.21% | 減碼 | |
| 19 | ✓ | +0.1% | +0.28% | 加碼 | |
| 20 | ✓ | +0.1% | +0.27% | 加碼 | |
| 21 | ✓ | +0.1% | -17.11% | 減碼 | |
| 22 | ✓ | +0.1% | — | 不變 | |
| 23 | CSX | Csx CORP | +0.1% | — | 不變 |
| 24 | IYF | Ishares US Financials ETF | +0.1% | — | 不變 |
| 25 | RY | Royal Bank Of Canada | +0.1% | -14.12% | 減碼 |
| 26 | ✓ | +0.1% | — | 不變 | |
| 27 | JNJ | Johnson & Johnson | +0.1% | -3.57% | 減碼 |
| 28 | DKS | Dick's Sporting Goods Inc | 0% | — | 不變 |
| 29 | ✓ | 0% | — | 不變 | |
| 30 | ✓ | 0% | — | 不變 | |
| 31 | FTEC | Fidelity Msci Info Tech Indx | 0% | -20.86% | 減碼 |
| 32 | ✓ | 0% | -4.85% | 減碼 | |
| 33 | ✓ | 0% | — | 不變 | |
| 34 | ACWI | Ishares Msci Acwi ETF | 0% | — | 不變 |
| 35 | EFA | Ishares Msci Eafe ETF | 0% | -2.38% | 減碼 |
| 36 | PG | Procter & Gamble Co/the | 0% | — | 不變 |
| 37 | ✓ | 0% | -8.55% | 減碼 | |
| 38 | AEP | American Electric Power | 0% | — | 不變 |
| 39 | NSRGY | Nestle Sa-spons Adr | — | -7.69% | 減碼 |
| 40 | EWG | Ishares Msci Germany ETF | — | — | 不變 |
| 41 | ✓ | — | — | 不變 | |
| 42 | APD | Air Products & Chemicals Inc | — | -1.96% | 減碼 |
| 43 | ✓ | — | — | 不變 | |
| 44 | ✓ | — | — | 不變 | |
| 45 | MSFT | Microsoft CORP | 0% | -3.46% | 減碼 |
| 46 | IBM | Intl Business Machines CORP | 0% | -20.41% | 減碼 |
| 47 | ✓ | 0% | -3.20% | 減碼 | |
| 48 | ABT | Abbott Laboratories | 0% | — | 不變 |
| 49 | ✓ | 0% | +0.40% | 加碼 | |
| 50 | ✓ | 0% | -13.56% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Magnolia Capital Management LTD 在 Q2 2026 季度的美股持倉總市值約為 US$1.4億，共申報了 112 個公開持股部位。
在 Q2 2026 季度，Magnolia Capital Management LTD 按市值排列的前三大核心持股分別為： (18.0%)、QQQ (18.0%)、 (15.3%)。其中最大持股部位 佔據整體投資組合約 18.0% 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
市值: US$39.2萬
本季最大獲利了結 / 清倉標的
LLY
前期市值: US$107.2萬
在 Q2 2026 季度中，Magnolia Capital Management LTD 共進行了 59 項持倉異動，包含新建倉 4 個部位、加碼 5 個部位、減碼 47 個部位以及清倉 3 個部位。 其中最大新建倉標的為 。 本季清倉部位包含 LLY。
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。