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。
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CIK: 0002056447
申報總市值
US$70.2億
US$70.2億
58 檔
2.5%
根據最新整理的 13F 季度數據集，McMill Wealth Management 於 Q1 2026 結束時的管理資產規模為 US$70.2億。該機構在本季度申報了 58 檔美股持倉，呈現出該時期的主要投資地圖。
McMill Wealth Management 在 Q1 2026 進行了結構性的板塊輪動與部位換股。在開立 29 個全新部位及加碼 9 檔持股的同時，亦同步清倉 30 檔並減碼 9 檔標的。
整體而言，McMill Wealth Management 的前 5 大持股（包含 STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF, AMERICAN CENTY ETF TR, DIMENSIONAL INTERNATIONAL VALUE ETF）貢獻了組合市值的 2.5%，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 | ✓ | State Street Spdr Portfolio Intermediate Term Corporate Bond ETF | ETF-投資等級公司債 | 18.59% | +13.19% | — | |
| 2 | ✓ | American Centy ETF Tr | ETF-其他 | 9.01% | -4.61% | +9326.16% | |
| 3 | ✓ | Dimensional International Value ETF | ETF-其他 | 7.18% | -0.09% | — | |
| 4 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-其他 | 6.24% | -1.86% | — | |
| 5 | AVLV | Avantis US Large Cap Value | ETF-大型股與成長 | 6.21% | -2.05% | +7.63% | |
| 6 | ✓ | Dimensional U.s. Small Cap ETF | ETF-中小型股 | 5.46% | -1.27% | — | |
| 7 | ✓ | Dimensional U.s. Equity Market ETF | ETF-其他 | 5.41% | -1.38% | — | |
| 8 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 4.73% | -2.18% | -1.71% | |
| 9 | ✓ | Dimensional U.s. Targeted Value ETF | ETF-其他 | 4.62% | -0.66% | — | |
| 10 | ✓ | Dimensional US Marketwide Value ETF | ETF-其他 | 4.56% | +0.44% | — | |
| 11 | ✓ | Dimensional World Equityetf | 股票-其他 | 4.12% | -0.83% | — | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.29% | -2.11% | +0.38% | |
| 13 | ✓ | Dimensional Emerging Core Equity Market ETF | ETF-新興市場 | 2.03% | +1.11% | — | |
| 14 | VCLT | Vanguard Long-term CORP Bond | ETF-投資等級公司債 | 1.98% | -1.98% | EXIT | |
| 15 | ✓ | Dimensional Global Real Estate ETF | ETF-其他 | 1.79% | +1.95% | — | |
| 16 | ✓ | Dimensional International Small Cap ETF | ETF-中小型股 | 1.45% | +0.87% | — | |
| 17 | XNTK | Ss Spdr Nyse Tech ETF | ETF-科技型 | 1.23% | +1.41% | — | |
| 18 | ✓ | Dimensional US Small Capvalue ETF | ETF-中小型股 | 1.22% | +0.75% | — | |
| 19 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 1.18% | -0.05% | -0.04% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.83% | -0.83% | +0.14% | |
| 21 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.79% | +0.62% | — | |
| 22 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-其他 | 0.67% | -0.20% | -6.46% | |
| 23 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.66% | -0.46% | — | |
| 24 | ✓ | Madison Cnty Finl Inc | 股票-其他 | 0.65% | +0.52% | — | |
| 25 | AVSF | Avantis Short-term Fixed Inc | ETF-其他 | 0.63% | +0.19% | +6.71% | |
| 26 | VTV | Vanguard Value ETF | ETF-其他 | 0.61% | -0.44% | — | |
| 27 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.57% | -0.48% | — | |
| 28 | ✓ | Dimensional US Large Capvalue ETF | ETF-大型股與成長 | 0.53% | +0.35% | — | |
| 29 | NUE | Nucor CORP | 股票-原物料 | 0.51% | -0.51% | EXIT | |
| 30 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.38% | -0.10% | -1.45% | |
| 31 | AAPL | Apple Inc | 股票-科技 | 0.32% | -0.25% | -0.40% | |
| 32 | XME | Ss Spdr S&p Metals Mining | ETF-其他 | 0.31% | +0.02% | — | |
| 33 | UNP | Union Pacific CORP | 股票-工業 | 0.27% | -0.21% | — | |
| 34 | MSFT | Microsoft CORP | 股票-科技 | 0.25% | -0.22% | +12.07% | |
| 35 | CAT | Caterpillar Inc | 股票-工業 | 0.25% | -0.23% | — | |
| 36 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 0.24% | -0.10% | -96.85% | |
| 37 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.22% | -0.16% | +4.98% | |
| 38 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.16% | -0.10% | +0.17% | |
| 39 | ✓ | Dimensional International Small Cap Value ETF | ETF-中小型股 | 0.15% | +0.05% | — | |
| 40 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.15% | -0.11% | +0.16% | |
| 41 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 0.14% | -0.07% | -1.05% | |
| 42 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.14% | -0.12% | — | |
| 43 | PRIV | State Street IG Public & Private Credit ETF | ETF-其他 | 0.13% | +0.81% | — | |
| 44 | LMT | Lockheed Martin CORP | 股票-工業 | 0.11% | -0.10% | — | |
| 45 | DGT | Ss Spdr Global Dow ETF | ETF-其他 | 0.11% | -0.01% | — | |
| 46 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.10% | -0.07% | — | |
| 47 | RTX | Rtx CORP | 股票-工業 | 0.09% | -0.07% | — | |
| 48 | ✓ | Dimensional Emerging Markets Value ETF | ETF-新興市場 | 0.09% | +0.05% | — | |
| 49 | ✓ | Fidelity Wise Origin Bitcoin Fund | 股票-其他 | 0.08% | -0.08% | EXIT | |
| 50 | WFC | Wells Fargo & Co | 股票-金融 | 0.07% | -0.02% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ✓ | American Centy ETF Tr | +8.9% | +9326.16% | 加碼 |
| 2 | AVLV | Avantis US Large Cap Value | +0.5% | +7.63% | 加碼 |
| 3 | CAT | Caterpillar Inc | 0% | — | 不變 |
| 4 | LMT | Lockheed Martin CORP | 0% | — | 不變 |
| 5 | AVSF | Avantis Short-term Fixed Inc | — | +6.71% | 加碼 |
| 6 | RTX | Rtx CORP | — | — | 不變 |
| 7 | IWN | Ishares Russell 2000 Value E | — | — | 不變 |
| 8 | VBR | Vanguard Small-cap Value ETF | — | +0.16% | 加碼 |
| 9 | MCD | Mcdonald's CORP | — | — | 不變 |
| 10 | VTV | Vanguard Value ETF | 0% | — | 不變 |
| 11 | UNP | Union Pacific CORP | 0% | — | 不變 |
| 12 | F | Ford Motor Co | 0% | — | 不變 |
| 13 | VWO | Vanguard Ftse Emerging Marke | 0% | -1.85% | 減碼 |
| 14 | ✓ | 0% | — | 不變 | |
| 15 | WFC | Wells Fargo & Co | 0% | — | 不變 |
| 16 | EFV | Ishares Msci Eafe Value ETF | 0% | -1.45% | 減碼 |
| 17 | AVUS | Avantis U.s. Equity ETF | 0% | -1.05% | 減碼 |
| 18 | AMZN | Amazon.com Inc | 0% | +4.98% | 加碼 |
| 19 | PLTR | Palantir Technologies Inc-a | 0% | +0.17% | 加碼 |
| 20 | AAPL | Apple Inc | 0% | -0.40% | 減碼 |
| 21 | AVIV | Avantis Int Lrg Cap Val ETF | -0.1% | -6.46% | 減碼 |
| 22 | AVDV | Avantis Intl S/c Value ETF | -0.1% | -1.71% | 減碼 |
| 23 | MSFT | Microsoft CORP | -0.1% | +12.07% | 加碼 |
| 24 | BRK-A | Berkshire Hathaway Inc-cl A | -0.1% | — | 不變 |
| 25 | VCIT | Vanguard Int-term Corporate | -0.1% | -0.04% | 減碼 |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | +0.14% | 加碼 |
| 27 | IVV | Ishares Core S&p 500 ETF | -0.2% | +0.38% | 加碼 |
| 28 | VCSH | Vanguard S/t CORP Bond ETF | -2.1% | -97.28% | 減碼 |
| 29 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -6.6% | -96.85% | 減碼 |
| 30 | ✓ | State Street Spdr Portfolio Intermediate Term Corporate Bond ETF | — | NEW | 新建倉 |
| 31 | SPIB | Ss Spdr P Int C CORP ETF | — | EXIT | 清倉 |
| 32 | AVUV | Avantis US Small Cap Value | — | EXIT | 清倉 |
| 33 | ✓ | Dimensional International Value ETF | — | NEW | 新建倉 |
| 34 | DFIV | Dimensional International Va | — | EXIT | 清倉 |
| 35 | RWR | Ss Spdr Dow Jones Reit ETF | — | NEW | 新建倉 |
| 36 | ✓ | Dimensional U.s. Small Cap ETF | — | NEW | 新建倉 |
| 37 | ✓ | Dimensional U.s. Equity Market ETF | — | NEW | 新建倉 |
| 38 | DFUS | Dimensional US Eq Mkt ETF | — | EXIT | 清倉 |
| 39 | ✓ | Dimensional Etftrust | — | EXIT | 清倉 |
| 40 | ✓ | Dimensional U.s. Targeted Value ETF | — | NEW | 新建倉 |
| 41 | ✓ | Dimensional US Marketwide Value ETF | — | NEW | 新建倉 |
| 42 | DFAT | Dimensional US Target Value | — | EXIT | 清倉 |
| 43 | DFUV | Dimensional US Marketwide Va | — | EXIT | 清倉 |
| 44 | ✓ | Dimensional World Equityetf | — | NEW | 新建倉 |
| 45 | DFAW | Dimensional World Eqty ETF | — | EXIT | 清倉 |
| 46 | ✓ | Dimensional Emerging Core Equity Market ETF | — | NEW | 新建倉 |
| 47 | VCLT | Vanguard Long-term CORP Bond | — | NEW | 新建倉 |
| 48 | DFAE | Dimensional Emerging Core Eq | — | EXIT | 清倉 |
| 49 | ✓ | Dimensional Global Real Estate ETF | — | NEW | 新建倉 |
| 50 | DFGR | Dim Global Real Estate ETF | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，McMill Wealth Management 在 Q1 2026 季度的美股持倉總市值約為 US$70.2億，共申報了 58 個公開持股部位。
在 Q1 2026 季度，McMill Wealth Management 按市值排列的前三大核心持股分別為：STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF (18.6%)、AMERICAN CENTY ETF TR (9.0%)、DIMENSIONAL INTERNATIONAL VALUE ETF (7.2%)。其中最大持股部位 STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 佔據整體投資組合約 18.6% 的權重。
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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
STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
市值: US$6991.0萬
本季最大獲利了結 / 清倉標的
SPIB
前期市值: US$6677.4萬
在 Q1 2026 季度中，McMill Wealth Management 共進行了 77 項持倉異動，包含新建倉 29 個部位、加碼 9 個部位、減碼 9 個部位以及清倉 30 個部位。 其中最大新建倉標的為 STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF。 本季清倉部位包含 SPIB。
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。