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: 0002109834
申報總市值
US$1.9億
US$1.9億
127 檔
31.4%
截至 Q1 2026 季度末，Marin Bay Wealth Advisors, LLC 的美股持倉估值約為 US$1.9億，全數申報部位共有 127 檔。
Marin Bay Wealth Advisors, LLC 在 Q1 2026 進行了結構性的板塊輪動與部位換股。在開立 21 個全新部位及加碼 54 檔持股的同時，亦同步清倉 14 檔並減碼 46 檔標的。
檢視投資組合結構，前 5 大主力部位（包含 OEF, IVV, AAPL）占據了總市值的 31.4%，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 | OEF | Ishares S&p 100 ETF | ETF-其他 | 14.63% | +0.44% | -2.10% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 5.60% | +0.13% | +506.69% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 5.43% | +0.27% | -12.18% | |
| 4 | CVX | Chevron CORP | 股票-能源 | 4.84% | -1.44% | +11.87% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 4.67% | +0.58% | -13.86% | |
| 6 | GLD | Spdr Gold Shares | ETF-避險與商品 | 4.28% | -0.99% | -4.64% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.56% | -0.38% | +1312.55% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 3.31% | +0.02% | -5.49% | |
| 9 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.84% | +0.05% | +3.70% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.11% | — | +11.85% | |
| 11 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 1.85% | -0.19% | -0.75% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.68% | -0.09% | +2.35% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.65% | -0.13% | +4.48% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.52% | +0.01% | -4.81% | |
| 15 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.51% | -0.08% | -4.11% | |
| 16 | AVGO | Broadcom Inc | 股票-科技 | 1.48% | +0.28% | +1.62% | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 1.33% | +0.02% | -2.81% | |
| 18 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.32% | +0.01% | -0.11% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.31% | +0.24% | +1.36% | |
| 20 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.31% | -0.05% | -1.46% | |
| 21 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.25% | -0.25% | +56.81% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 1.10% | -1.10% | EXIT | |
| 23 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.02% | +0.13% | +16.44% | |
| 24 | TSLA | Tesla Inc | 股票-循環性消費 | 1.02% | -0.03% | -15.07% | |
| 25 | WFC | Wells Fargo & Co | 股票-金融 | 1.01% | -0.07% | -7.86% | |
| 26 | VRT | Vertiv Holdings Co-a | 股票-工業 | 0.89% | +0.14% | -0.88% | |
| 27 | MA | Mastercard Inc - A | 股票-金融 | 0.74% | -0.04% | +60.35% | |
| 28 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.74% | -0.02% | — | |
| 29 | VUG | Vanguard Growth ETF | ETF-其他 | 0.70% | +0.03% | +0.07% | |
| 30 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.69% | -0.03% | — | |
| 31 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.66% | — | — | |
| 32 | NFLX | Netflix Inc | 股票-通訊服務 | 0.66% | -0.24% | +47.42% | |
| 33 | RTX | Rtx CORP | 股票-工業 | 0.64% | -0.06% | -5.36% | |
| 34 | PPA | Invesco Aerospace & Defense | ETF-其他 | 0.60% | -0.03% | — | |
| 35 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.59% | -0.09% | +0.63% | |
| 36 | ASML | ASML Holding N.V. | 股票-科技 | 0.54% | +0.17% | -6.51% | |
| 37 | CAT | Caterpillar Inc | 股票-工業 | 0.52% | +0.14% | -3.79% | |
| 38 | EME | Emcor Group Inc | 股票-工業 | 0.51% | — | — | |
| 39 | PEG | Public Service Enterprise Gp | 股票-公用事業 | 0.50% | -0.05% | +0.11% | |
| 40 | BAC | Bank Of America CORP | 股票-金融 | 0.48% | +0.04% | -12.18% | |
| 41 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.47% | +0.38% | -12.82% | |
| 42 | MATX | Matson Inc | 股票-工業 | 0.45% | +0.02% | -21.69% | |
| 43 | WMT | Walmart Inc | 股票-非循環性消費 | 0.40% | -0.07% | +23.58% | |
| 44 | VLO | Valero Energy CORP | 股票-能源 | 0.40% | -0.03% | +28.51% | |
| 45 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 0.39% | +0.01% | — | |
| 46 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.37% | -0.06% | +0.20% | |
| 47 | PH | Parker Hannifin CORP | 股票-工業 | 0.37% | -0.03% | -12.27% | |
| 48 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.36% | +0.02% | -9.24% | |
| 49 | LRCX | Lam Research CORP | 股票-科技 | 0.36% | +0.29% | -4.83% | |
| 50 | PSX | Phillips 66 | 股票-能源 | 0.36% | -0.07% | -3.99% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CVX | Chevron CORP | +1.7% | +11.87% | 加碼 |
| 2 | VRT | Vertiv Holdings Co-a | +0.3% | -0.88% | 減碼 |
| 3 | GLD | Spdr Gold Shares | +0.3% | -4.64% | 減碼 |
| 4 | NFLX | Netflix Inc | +0.2% | +47.42% | 加碼 |
| 5 | XOM | Exxon Mobil CORP | +0.2% | -10.45% | 減碼 |
| 6 | VZ | Verizon Communications Inc | +0.2% | +53.03% | 加碼 |
| 7 | VLO | Valero Energy CORP | +0.2% | +28.51% | 加碼 |
| 8 | COST | Costco Wholesale CORP | +0.2% | +56.81% | 加碼 |
| 9 | GEV | GE Vernova Inc | +0.1% | +22.66% | 加碼 |
| 10 | VOO | Vanguard S&p 500 ETF | +0.1% | +84.23% | 加碼 |
| 11 | PSX | Phillips 66 | +0.1% | -3.99% | 減碼 |
| 12 | EME | Emcor Group Inc | +0.1% | — | 不變 |
| 13 | CAT | Caterpillar Inc | +0.1% | -3.79% | 減碼 |
| 14 | ASML | ASML Holding N.V. | +0.1% | -6.51% | 減碼 |
| 15 | VOE | Vanguard Mid-cap Value ETF | +0.1% | -1.46% | 減碼 |
| 16 | MDY | State Street Spdr S&p Midcap | +0.1% | -0.11% | 減碼 |
| 17 | NBIS | Nebius Group N.V. | +0.1% | +8.88% | 加碼 |
| 18 | STRL | Sterling Infrastructure Inc | +0.1% | +10.19% | 加碼 |
| 19 | LMT | Lockheed Martin CORP | +0.1% | +0.49% | 加碼 |
| 20 | LRCX | Lam Research CORP | +0.1% | -4.83% | 減碼 |
| 21 | IVE | Ishares S&p 500 Value ETF | +0.1% | -0.75% | 減碼 |
| 22 | LHX | L3harris Technologies Inc | +0.1% | +32.71% | 加碼 |
| 23 | GS | Goldman Sachs Group Inc | +0.1% | +18.24% | 加碼 |
| 24 | WMT | Walmart Inc | +0.1% | +23.58% | 加碼 |
| 25 | NOC | Northrop Grumman CORP | +0.1% | +0.16% | 加碼 |
| 26 | SHEL | Shell Plc-adr | +0.1% | +4.12% | 加碼 |
| 27 | FAST | Fastenal Co | +0.1% | -1.08% | 減碼 |
| 28 | IJR | Ishares Core S&p Small-cap E | +0.1% | -4.81% | 減碼 |
| 29 | AMAT | Applied Materials Inc | 0% | -3.32% | 減碼 |
| 30 | HWM | Howmet Aerospace Inc | 0% | +9.43% | 加碼 |
| 31 | NEE | Nextera Energy Inc | 0% | +21.94% | 加碼 |
| 32 | XLU | St Sr Utl Sl Se Spdr Etf-usd | 0% | +0.72% | 加碼 |
| 33 | VPU | Vanguard Utilities ETF | 0% | +0.37% | 加碼 |
| 34 | JNJ | Johnson & Johnson | 0% | +32.14% | 加碼 |
| 35 | IJH | Ishares Core S&p Midcap ETF | 0% | +0.63% | 加碼 |
| 36 | MATX | Matson Inc | 0% | -21.69% | 減碼 |
| 37 | IEFA | Ishares Core Msci Eafe ETF | 0% | — | 不變 |
| 38 | GTY | Getty Realty CORP | 0% | — | 不變 |
| 39 | TTC | Toro Co | 0% | -1.80% | 減碼 |
| 40 | ETR | Entergy CORP | 0% | -4.70% | 減碼 |
| 41 | AMD | Advanced Micro Devices | 0% | +16.96% | 加碼 |
| 42 | KO | Coca-cola Co/the | 0% | +21.15% | 加碼 |
| 43 | MCD | Mcdonald's CORP | 0% | +0.20% | 加碼 |
| 44 | PEG | Public Service Enterprise Gp | 0% | +0.11% | 加碼 |
| 45 | RTX | Rtx CORP | 0% | -5.36% | 減碼 |
| 46 | GOLF | Acushnet Holdings CORP | 0% | -2.26% | 減碼 |
| 47 | PFE | Pfizer Inc | 0% | +15.21% | 加碼 |
| 48 | WM | Waste Management Inc | 0% | +105.04% | 加碼 |
| 49 | IWM | Ishares Russell 2000 ETF | 0% | +940.59% | 加碼 |
| 50 | MCK | Mckesson CORP | 0% | — | 不變 |
根據 SEC 官方 Form 13F 申報備案，Marin Bay Wealth Advisors, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$1.9億，共申報了 127 個公開持股部位。
在 Q1 2026 季度，Marin Bay Wealth Advisors, LLC 按市值排列的前三大核心持股分別為：OEF (14.6%)、IVV (5.6%)、AAPL (5.4%)。其中最大持股部位 OEF 佔據整體投資組合約 14.6% 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
IJS
市值: US$123.2萬
本季最大獲利了結 / 清倉標的
IBIT
前期市值: US$43.8萬
在 Q1 2026 季度中，Marin Bay Wealth Advisors, LLC 共進行了 135 項持倉異動，包含新建倉 21 個部位、加碼 54 個部位、減碼 46 個部位以及清倉 14 個部位。 其中最大新建倉標的為 IJS。 本季清倉部位包含 IBIT。
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。