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: 0001801107
申報總市值
US$1.6億
US$1.6億
135 檔
31.0%
Q1 2026 季度申報顯示，Meadow Creek Wealth Advisors LLC 揭露的美股組合總市值為 US$1.6億，涵蓋 135 個不同之權益投資部位。
Q1 2026 的申報記錄反映 Meadow Creek Wealth Advisors LLC 的板塊替換策略：機構本季推動了 69 筆增持與 67 筆減持，籌碼呈現明顯的結構重組。
檢視投資組合結構，前 5 大主力部位（包含 IVV, SON, KO）占據了總市值的 31.0%，展現出該機構在 Q1 2026 的重點資金聚焦與風險分佈特徵。
本季最大新建倉標的
FELC
市值: US$63.0萬
本季最大獲利了結 / 清倉標的
AZNN
前期市值: US$41.8萬
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 9.66% | +0.86% | -0.45% | |
| 2 | SON | Sonoco Products Co | 股票-循環性消費 | 8.36% | -0.14% | — | |
| 3 | KO | Coca-cola Co/the | 股票-非循環性消費 | 7.04% | +0.06% | -0.21% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 4.12% | -0.48% | -8.33% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 3.71% | -0.24% | +9.85% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 2.95% | +0.10% | -6.54% | |
| 7 | RDVI | Ft Vest Rising Dividend Achi | ETF-其他 | 2.87% | +0.39% | +2.88% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.68% | -0.67% | -8.76% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.18% | -0.16% | -0.67% | |
| 10 | WMT | Walmart Inc | 股票-非循環性消費 | 2.10% | -0.34% | -6.08% | |
| 11 | PREF | Pri Spe Pre Sec Acti-usd Inc | ETF-其他 | 1.82% | +0.23% | +7.11% | |
| 12 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.75% | -0.02% | -0.83% | |
| 13 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 1.73% | +0.18% | +0.59% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.67% | -0.25% | +2.79% | |
| 15 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.66% | -0.32% | +9.52% | |
| 16 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.28% | -0.03% | +4.56% | |
| 17 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.16% | +0.26% | +21.84% | |
| 18 | HD | Home Depot Inc | 股票-循環性消費 | 1.14% | -0.02% | -1.77% | |
| 19 | XOM | Exxon Mobil CORP | 股票-能源 | 1.14% | -0.33% | -18.74% | |
| 20 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.10% | -0.41% | +7.48% | |
| 21 | ETN | Eaton Corporation plc | 股票-工業 | 0.97% | +0.12% | -4.65% | |
| 22 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.96% | -0.11% | +11.02% | |
| 23 | CB | Chubb Limited | 股票-金融 | 0.92% | -0.02% | -0.60% | |
| 24 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.89% | +0.15% | -59.70% | |
| 25 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.86% | -0.24% | -1.55% | |
| 26 | V | Visa Inc-class A Shares | 股票-金融 | 0.86% | -0.14% | -4.98% | |
| 27 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.83% | -0.17% | +3.88% | |
| 28 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.79% | -0.04% | -0.72% | |
| 29 | CSCO | Cisco Systems Inc | 股票-科技 | 0.78% | +0.26% | +0.45% | |
| 30 | BAC | Bank Of America CORP | 股票-金融 | 0.77% | +0.03% | -0.19% | |
| 31 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.76% | -0.12% | +5.76% | |
| 32 | CVX | Chevron CORP | 股票-能源 | 0.74% | -0.15% | -0.07% | |
| 33 | FTLS | First Trust Long/short Eqty | ETF-其他 | 0.73% | +0.02% | +12.79% | |
| 34 | MSI | Motorola Solutions Inc | 股票-科技 | 0.73% | -0.08% | +9.32% | |
| 35 | CAT | Caterpillar Inc | 股票-工業 | 0.65% | +0.37% | -5.69% | |
| 36 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.64% | -0.08% | -1.18% | |
| 37 | RTX | Rtx CORP | 股票-工業 | 0.59% | -0.03% | +0.06% | |
| 38 | WCMI | Ft Wcm International ETF | ETF-其他 | 0.58% | +0.19% | +106.55% | |
| 39 | NFLX | Netflix Inc | 股票-通訊服務 | 0.57% | -0.23% | -10.05% | |
| 40 | UNP | Union Pacific CORP | 股票-工業 | 0.53% | +0.02% | +11.03% | |
| 41 | TDG | Transdigm Group Inc | 股票-工業 | 0.52% | -0.03% | -1.00% | |
| 42 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.51% | +0.11% | +6.47% | |
| 43 | EMR | Emerson Electric Co | 股票-工業 | 0.50% | -0.08% | +10.85% | |
| 44 | ADI | Analog Devices Inc | 股票-科技 | 0.49% | +0.05% | +6.88% | |
| 45 | AMGN | Amgen Inc | 股票-醫療保健 | 0.48% | -0.11% | +14.89% | |
| 46 | MA | Mastercard Inc - A | 股票-金融 | 0.47% | -0.17% | +0.69% | |
| 47 | KLAC | Kla CORP | 股票-科技 | 0.44% | +0.33% | -2.11% | |
| 48 | T | At&t Inc | 股票-通訊服務 | 0.42% | -0.27% | +0.42% | |
| 49 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.41% | +0.08% | -3.90% | |
| 50 | FELC | Fidelity Enh Lrg Cap Cor ETF | ETF-其他 | 0.41% | +0.06% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SON | Sonoco Products Co | +1.7% | — | 不變 |
| 2 | KO | Coca-cola Co/the | +0.6% | -0.21% | 減碼 |
| 3 | WCMI | Ft Wcm International ETF | +0.3% | +106.55% | 加碼 |
| 4 | JNJ | Johnson & Johnson | +0.3% | +4.56% | 加碼 |
| 5 | MPC | Marathon Petroleum CORP | +0.2% | -1.18% | 減碼 |
| 6 | MRK | Merck & Co. Inc. | +0.2% | +11.02% | 加碼 |
| 7 | CVX | Chevron CORP | +0.2% | -0.07% | 減碼 |
| 8 | XOM | Exxon Mobil CORP | +0.2% | -18.74% | 減碼 |
| 9 | AVUV | Avantis US Small Cap Value | +0.2% | +0.59% | 加碼 |
| 10 | MSI | Motorola Solutions Inc | +0.2% | +9.32% | 加碼 |
| 11 | AAPL | Apple Inc | +0.1% | +9.85% | 加碼 |
| 12 | GOOG | Alphabet Inc-cl C | +0.1% | +21.84% | 加碼 |
| 13 | VLO | Valero Energy CORP | +0.1% | — | 不變 |
| 14 | PREF | Pri Spe Pre Sec Acti-usd Inc | +0.1% | +7.11% | 加碼 |
| 15 | WMT | Walmart Inc | +0.1% | -6.08% | 減碼 |
| 16 | COST | Costco Wholesale CORP | +0.1% | -1.55% | 減碼 |
| 17 | ADI | Analog Devices Inc | +0.1% | +6.88% | 加碼 |
| 18 | CAT | Caterpillar Inc | +0.1% | -5.69% | 減碼 |
| 19 | AMGN | Amgen Inc | +0.1% | +14.89% | 加碼 |
| 20 | LRCX | Lam Research CORP | +0.1% | +13.63% | 加碼 |
| 21 | PM | Philip Morris International | +0.1% | +34.02% | 加碼 |
| 22 | FDL | First Trust Morn Dvd Lead In | +0.1% | +27.97% | 加碼 |
| 23 | GILD | Gilead Sciences Inc | +0.1% | +27.29% | 加碼 |
| 24 | FTLS | First Trust Long/short Eqty | +0.1% | +12.79% | 加碼 |
| 25 | UNP | Union Pacific CORP | +0.1% | +11.03% | 加碼 |
| 26 | EQIX | Equinix Inc | +0.1% | +0.58% | 加碼 |
| 27 | VZ | Verizon Communications Inc | +0.1% | -0.95% | 減碼 |
| 28 | TGT | Target CORP | +0.1% | +7.92% | 加碼 |
| 29 | KLAC | Kla CORP | +0.1% | -2.11% | 減碼 |
| 30 | BMY | Bristol-myers Squibb Co | +0.1% | +11.66% | 加碼 |
| 31 | ETN | Eaton Corporation plc | +0.1% | -4.65% | 減碼 |
| 32 | T | At&t Inc | +0.1% | +0.42% | 加碼 |
| 33 | COP | Conocophillips | +0.1% | -5.48% | 減碼 |
| 34 | LMT | Lockheed Martin CORP | +0.1% | +0.14% | 加碼 |
| 35 | GEV | GE Vernova Inc | +0.1% | -0.98% | 減碼 |
| 36 | MCD | Mcdonald's CORP | +0.1% | +5.76% | 加碼 |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +39.42% | 加碼 |
| 38 | LIN | Linde plc | +0.1% | +10.28% | 加碼 |
| 39 | HON | Honeywell International Inc | +0.1% | — | 不變 |
| 40 | PEP | Pepsico Inc | +0.1% | +12.04% | 加碼 |
| 41 | PG | Procter & Gamble Co/the | +0.1% | +3.88% | 加碼 |
| 42 | CB | Chubb Limited | +0.1% | -0.60% | 減碼 |
| 43 | EMR | Emerson Electric Co | 0% | +10.85% | 加碼 |
| 44 | IJH | Ishares Core S&p Midcap ETF | 0% | +6.47% | 加碼 |
| 45 | TSM | Taiwan Semiconductor-sp Adr | 0% | +3.94% | 加碼 |
| 46 | SO | Southern Co/the | 0% | +7.09% | 加碼 |
| 47 | APD | Air Products & Chemicals Inc | 0% | -5.72% | 減碼 |
| 48 | CME | Cme Group Inc | 0% | +3.30% | 加碼 |
| 49 | MCK | Mckesson CORP | 0% | +12.86% | 加碼 |
| 50 | RTX | Rtx CORP | 0% | +0.06% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Meadow Creek Wealth Advisors LLC 在 Q1 2026 季度的美股持倉總市值約為 US$1.6億，共申報了 135 個公開持股部位。
在 Q1 2026 季度，Meadow Creek Wealth Advisors LLC 按市值排列的前三大核心持股分別為：IVV (9.7%)、SON (8.4%)、KO (7.0%)。其中最大持股部位 IVV 佔據整體投資組合約 9.7% 的權重。
在 Q1 2026 季度中，Meadow Creek Wealth Advisors LLC 共進行了 136 項持倉異動，包含新建倉 10 個部位、加碼 59 個部位、減碼 54 個部位以及清倉 13 個部位。 其中最大新建倉標的為 FELC。 本季清倉部位包含 AZNN。
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。