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: 0002036922
申報總市值
US$2.9億
US$2.9億
171 檔
14.0%
Q1 2026 季度申報顯示，Mccarter Private Wealth Services LLC 揭露的美股組合總市值為 US$2.9億，涵蓋 171 個不同之權益投資部位。
在 Q1 2026，Mccarter Private Wealth Services LLC 操作展現出積極擴展與加碼意向。本季共新建倉 23 個新部位，並對 78 個既有持股進行加碼（合計增持 101 檔），相較減碼與清倉部位顯著佔優。
整體而言，Mccarter Private Wealth Services LLC 的前 5 大持股（包含 AVGO, MSFT, TJX）貢獻了組合市值的 14.0%，形成該機構在 Q1 2026 季度的基本面基石。
| # | 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 | AVGO | Broadcom Inc | 股票-科技 | 5.53% | -0.48% | -4.62% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.59% | -0.54% | -0.24% | |
| 3 | TJX | Tjx Companies Inc | 股票-循環性消費 | 3.08% | -0.81% | -1.94% | |
| 4 | AEM | Agnico Eagle Mines LTD | 股票-原物料 | 2.96% | -1.18% | -2.89% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.55% | -0.19% | -0.63% | |
| 6 | TRV | Travelers Cos Inc/the | 股票-金融 | 2.52% | -0.45% | +2.71% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.46% | -0.21% | +3.59% | |
| 8 | AZO | Autozone Inc | 股票-循環性消費 | 2.45% | -0.72% | -3.47% | |
| 9 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.39% | -0.67% | +0.69% | |
| 10 | MA | Mastercard Inc - A | 股票-金融 | 2.36% | -0.44% | -2.16% | |
| 11 | RTX | Rtx CORP | 股票-工業 | 2.30% | -0.59% | +2.32% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.04% | -0.33% | -10.19% | |
| 13 | CVX | Chevron CORP | 股票-能源 | 2.00% | -0.74% | +2.35% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.98% | -0.07% | -5.29% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.94% | -0.17% | +6.69% | |
| 16 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.78% | -0.39% | +4.38% | |
| 17 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.67% | -0.31% | +1.19% | |
| 18 | AAPL | Apple Inc | 股票-科技 | 1.62% | -0.15% | +2.85% | |
| 19 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.41% | -0.46% | -1.90% | |
| 20 | VRT | Vertiv Holdings Co-a | 股票-工業 | 1.36% | -0.09% | +6.07% | |
| 21 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 1.30% | -0.23% | +7.09% | |
| 22 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.28% | -0.05% | +5.73% | |
| 23 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.24% | +0.63% | +6.49% | |
| 24 | SLV | Ishares Silver Trust | ETF-避險與商品 | 1.16% | -0.44% | — | |
| 25 | ETN | Eaton Corporation plc | 股票-工業 | 1.15% | -0.10% | +6.45% | |
| 26 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.15% | -0.34% | +8.29% | |
| 27 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 1.02% | -0.20% | +33.62% | |
| 28 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.99% | -0.18% | +9.91% | |
| 29 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 0.97% | +0.10% | -1.09% | |
| 30 | DELL | Dell Technologies -c | 股票-科技 | 0.96% | +0.70% | +20.81% | |
| 31 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.96% | -0.25% | +205.75% | |
| 32 | NFLX | Netflix Inc | 股票-通訊服務 | 0.91% | -0.36% | — | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.90% | -0.10% | — | |
| 34 | NVDA | Nvidia CORP | 股票-科技 | 0.83% | -0.05% | +5.68% | |
| 35 | GEV | GE Vernova Inc | 股票-工業 | 0.83% | -0.06% | +10.83% | |
| 36 | TT | Trane Technologies plc | 股票-工業 | 0.81% | -0.10% | +6.08% | |
| 37 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.81% | +0.12% | +255.83% | |
| 38 | AXP | American Express Co | 股票-金融 | 0.79% | -0.12% | +0.17% | |
| 39 | XOM | Exxon Mobil CORP | 股票-能源 | 0.78% | -0.37% | +34.28% | |
| 40 | IEUR | Ishares Core Msci Europe ETF | ETF-其他 | 0.76% | -0.19% | +1.74% | |
| 41 | IPAC | Ishares Core Msci Pacific Et | ETF-其他 | 0.74% | -0.24% | +20.79% | |
| 42 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.74% | -0.07% | +10.68% | |
| 43 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.70% | -0.12% | +2.21% | |
| 44 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.69% | -0.09% | -14.49% | |
| 45 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.68% | -0.14% | +15.54% | |
| 46 | VLO | Valero Energy CORP | 股票-能源 | 0.65% | -0.12% | +5.57% | |
| 47 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 0.65% | -0.09% | -29.20% | |
| 48 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.65% | -0.20% | +11.58% | |
| 49 | GDX | Vaneck Gold Miners ETF | ETF-避險與商品 | 0.63% | -0.27% | -11.56% | |
| 50 | V | Visa Inc-class A Shares | 股票-金融 | 0.61% | -0.16% | +12.85% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NEE | Nextera Energy Inc | +0.7% | +205.75% | 加碼 |
| 2 | LLY | Eli Lilly & Co | +0.5% | +255.83% | 加碼 |
| 3 | CVX | Chevron CORP | +0.5% | +2.35% | 加碼 |
| 4 | VRT | Vertiv Holdings Co-a | +0.5% | +6.07% | 加碼 |
| 5 | XOM | Exxon Mobil CORP | +0.4% | +34.28% | 加碼 |
| 6 | AEM | Agnico Eagle Mines LTD | +0.3% | -2.89% | 減碼 |
| 7 | DELL | Dell Technologies -c | +0.3% | +20.81% | 加碼 |
| 8 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.3% | +33.62% | 加碼 |
| 9 | COST | Costco Wholesale CORP | +0.3% | +0.69% | 加碼 |
| 10 | GEV | GE Vernova Inc | +0.3% | +10.83% | 加碼 |
| 11 | VLO | Valero Energy CORP | +0.2% | +5.57% | 加碼 |
| 12 | DE | Deere & Co | +0.2% | +45.15% | 加碼 |
| 13 | CIEN | Ciena CORP | +0.2% | +3.84% | 加碼 |
| 14 | JNJ | Johnson & Johnson | +0.2% | +15.54% | 加碼 |
| 15 | ETN | Eaton Corporation plc | +0.2% | +6.45% | 加碼 |
| 16 | IPAC | Ishares Core Msci Pacific Et | +0.1% | +20.79% | 加碼 |
| 17 | PSX | Phillips 66 | +0.1% | +9.35% | 加碼 |
| 18 | SU | Suncor Energy Inc | +0.1% | — | 不變 |
| 19 | CSPF | C&s Pref & Income Active ETF | +0.1% | +25.35% | 加碼 |
| 20 | MAR | Marriott International -cl A | +0.1% | +19.34% | 加碼 |
| 21 | PEP | Pepsico Inc | +0.1% | +11.58% | 加碼 |
| 22 | RTX | Rtx CORP | +0.1% | +2.32% | 加碼 |
| 23 | MRK | Merck & Co. Inc. | +0.1% | +10.05% | 加碼 |
| 24 | KMI | Kinder Morgan, Inc. | +0.1% | +33.02% | 加碼 |
| 25 | VZ | Verizon Communications Inc | +0.1% | +17.11% | 加碼 |
| 26 | ZTS | Zoetis Inc | +0.1% | +41.18% | 加碼 |
| 27 | LOW | Lowe's Cos Inc | +0.1% | +27.04% | 加碼 |
| 28 | PFE | Pfizer Inc | +0.1% | +21.61% | 加碼 |
| 29 | VB | Vanguard Small-cap ETF | +0.1% | +9.91% | 加碼 |
| 30 | TT | Trane Technologies plc | +0.1% | +6.08% | 加碼 |
| 31 | BMY | Bristol-myers Squibb Co | +0.1% | +25.35% | 加碼 |
| 32 | ROK | Rockwell Automation Inc | +0.1% | +82.08% | 加碼 |
| 33 | SO | Southern Co/the | +0.1% | +31.52% | 加碼 |
| 34 | AMAT | Applied Materials Inc | +0.1% | -4.02% | 減碼 |
| 35 | APH | Amphenol Corp-cl A | +0.1% | +41.15% | 加碼 |
| 36 | PNC | Pnc Financial Services Group | +0.1% | +51.18% | 加碼 |
| 37 | WDC | Western Digital CORP | +0.1% | — | 不變 |
| 38 | LRCX | Lam Research CORP | 0% | — | 不變 |
| 39 | CME | Cme Group Inc | 0% | +25.14% | 加碼 |
| 40 | WM | Waste Management Inc | 0% | +26.89% | 加碼 |
| 41 | VRTX | Vertex Pharmaceuticals Inc | 0% | +7.09% | 加碼 |
| 42 | MDLZ | Mondelez International Inc-a | 0% | +13.11% | 加碼 |
| 43 | MCHP | Microchip Technology Inc | 0% | +25.50% | 加碼 |
| 44 | UNP | Union Pacific CORP | 0% | +28.67% | 加碼 |
| 45 | EMXF | Ishares Esg Adv Msci Em ETF | 0% | +22.86% | 加碼 |
| 46 | SLV | Ishares Silver Trust | 0% | — | 不變 |
| 47 | ABBV | Abbvie Inc | 0% | +10.68% | 加碼 |
| 48 | MPWR | Monolithic Power Systems Inc | 0% | -7.94% | 減碼 |
| 49 | MCD | Mcdonald's CORP | 0% | +10.79% | 加碼 |
| 50 | TSM | Taiwan Semiconductor-sp Adr | 0% | +1.34% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Mccarter Private Wealth Services LLC 在 Q1 2026 季度的美股持倉總市值約為 US$2.9億，共申報了 171 個公開持股部位。
在 Q1 2026 季度，Mccarter Private Wealth Services LLC 按市值排列的前三大核心持股分別為：AVGO (5.5%)、MSFT (3.6%)、TJX (3.1%)。其中最大持股部位 AVGO 佔據整體投資組合約 5.5% 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
NFLX
市值: US$209.7萬
本季最大獲利了結 / 清倉標的
RDDT
前期市值: US$54.5萬
在 Q1 2026 季度中，Mccarter Private Wealth Services LLC 共進行了 140 項持倉異動，包含新建倉 23 個部位、加碼 78 個部位、減碼 33 個部位以及清倉 6 個部位。 其中最大新建倉標的為 NFLX。 本季清倉部位包含 RDDT。
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。