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: 0001308290
申報總市值
US$1.3億
US$1.3億
186 檔
21.4%
Q1 2026 季度申報顯示，MeadowBrook Investment Advisors LLC 揭露的美股組合總市值為 US$1.3億，涵蓋 186 個不同之權益投資部位。
Q1 2026 的申報記錄反映 MeadowBrook Investment Advisors LLC 的板塊替換策略：機構本季推動了 65 筆增持與 71 筆減持，籌碼呈現明顯的結構重組。
整體而言，MeadowBrook Investment Advisors LLC 的前 5 大持股（包含 VEU, AAPL, JPM）貢獻了組合市值的 21.4%，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 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 5.58% | -0.05% | +1.42% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.56% | +0.05% | -0.14% | |
| 3 | JPM | Jpmorgan Chase & Co | 股票-金融 | 4.46% | -0.07% | +0.25% | |
| 4 | FDN | First Trust Dj Internet Ind | ETF-其他 | 4.19% | -0.02% | -0.46% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 4.10% | +0.10% | +0.49% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.71% | -0.40% | +2.38% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 3.66% | +0.09% | +2.39% | |
| 8 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.97% | -0.47% | -2.24% | |
| 9 | MA | Mastercard Inc - A | 股票-金融 | 2.23% | -0.19% | +0.80% | |
| 10 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 2.02% | +0.49% | +380.31% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.62% | +0.18% | +1.76% | |
| 12 | LIN | Linde plc | 股票-原物料 | 1.54% | -0.15% | -2.07% | |
| 13 | AXP | American Express Co | 股票-金融 | 1.39% | -0.01% | +3.51% | |
| 14 | DOV | Dover CORP | 股票-工業 | 1.38% | -0.05% | -0.33% | |
| 15 | SYK | Stryker CORP | 股票-醫療保健 | 1.35% | -0.09% | -0.02% | |
| 16 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.35% | -0.01% | +3.46% | |
| 17 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.31% | -0.13% | +3.08% | |
| 18 | MRVL | Marvell Technology Inc | 股票-科技 | 1.28% | +1.36% | +1.99% | |
| 19 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 1.27% | +0.07% | -16.16% | |
| 20 | ADP | Automatic Data Processing | 股票-科技 | 1.25% | +0.01% | +2.05% | |
| 21 | CVX | Chevron CORP | 股票-能源 | 1.14% | -0.26% | -0.80% | |
| 22 | BA | Boeing Co/the | 股票-工業 | 1.11% | -0.03% | -1.41% | |
| 23 | BLK | Blackrock Inc | 股票-金融 | 1.09% | -0.14% | +4.30% | |
| 24 | AVGO | Broadcom Inc | 股票-科技 | 1.09% | +0.08% | +3.91% | |
| 25 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.06% | +0.34% | +9.04% | |
| 26 | BAC 7.25 PERP L債券 | Bank Of America CORP | 債券 | 0.96% | -0.08% | +8.54% | |
| 27 | HD | Home Depot Inc | 股票-循環性消費 | 0.91% | -0.01% | +1.95% | |
| 28 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.91% | +0.28% | +139.29% | |
| 29 | LHX | L3harris Technologies Inc | 股票-工業 | 0.91% | -0.20% | -3.41% | |
| 30 | WFC | Wells Fargo & Co | 股票-金融 | 0.90% | -0.05% | +2.33% | |
| 31 | CSCO | Cisco Systems Inc | 股票-科技 | 0.88% | +0.27% | -6.14% | |
| 32 | WFC 7.5 PERP L債券 | Wells Fargo & Company | 債券 | 0.87% | -0.07% | +8.52% | |
| 33 | ETN | Eaton Corporation plc | 股票-工業 | 0.82% | +0.05% | +0.19% | |
| 34 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.80% | -0.16% | -0.09% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.79% | +0.03% | — | |
| 36 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.78% | -0.06% | -0.83% | |
| 37 | XOM | Exxon Mobil CORP | 股票-能源 | 0.74% | -0.20% | -6.41% | |
| 38 | BAC | Bank Of America CORP | 股票-金融 | 0.74% | +0.04% | -3.03% | |
| 39 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.74% | -0.08% | +3.58% | |
| 40 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.74% | +0.01% | +3.32% | |
| 41 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.70% | -0.21% | +20.37% | |
| 42 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.67% | +0.01% | +0.75% | |
| 43 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.66% | -0.01% | -1.44% | |
| 44 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.64% | +0.17% | +0.50% | |
| 45 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.61% | -0.14% | -1.99% | |
| 46 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.60% | -0.14% | — | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.58% | +0.01% | -13.81% | |
| 48 | PSEP | Innovator U.s. Equity Power | ETF-其他 | 0.58% | +0.03% | — | |
| 49 | ITW | Illinois Tool Works | 股票-工業 | 0.56% | -0.04% | -9.57% | |
| 50 | UBER | Uber Technologies Inc | 股票-工業 | 0.54% | -0.05% | +5.13% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SCHA | Schwab US Small-cap ETF | +1.6% | +380.31% | 加碼 |
| 2 | SCHM | Schwab US Mid Cap ETF | +0.6% | +139.29% | 加碼 |
| 3 | COST | Costco Wholesale CORP | +0.4% | -2.24% | 減碼 |
| 4 | VEU | Vanguard Ftse All-world Ex-u | +0.4% | +1.42% | 加碼 |
| 5 | CVX | Chevron CORP | +0.3% | -0.80% | 減碼 |
| 6 | MRVL | Marvell Technology Inc | +0.2% | +1.99% | 加碼 |
| 7 | LIN | Linde plc | +0.2% | -2.07% | 減碼 |
| 8 | XOM | Exxon Mobil CORP | +0.2% | -6.41% | 減碼 |
| 9 | JNJ | Johnson & Johnson | +0.1% | -0.83% | 減碼 |
| 10 | LHX | L3harris Technologies Inc | +0.1% | -3.41% | 減碼 |
| 11 | VZ | Verizon Communications Inc | +0.1% | -1.99% | 減碼 |
| 12 | DOV | Dover CORP | +0.1% | -0.33% | 減碼 |
| 13 | ETN | Eaton Corporation plc | +0.1% | +0.19% | 加碼 |
| 14 | WHR | Whirlpool CORP | +0.1% | +244.27% | 加碼 |
| 15 | GS | Goldman Sachs Group Inc | +0.1% | +41.33% | 加碼 |
| 16 | MRK | Merck & Co. Inc. | +0.1% | +11.46% | 加碼 |
| 17 | SBUX | Starbucks CORP | +0.1% | +3.32% | 加碼 |
| 18 | PEP | Pepsico Inc | +0.1% | -0.09% | 減碼 |
| 19 | BWA | Borgwarner Inc | +0.1% | -1.22% | 減碼 |
| 20 | DKS | Dick's Sporting Goods Inc | +0.1% | +44.52% | 加碼 |
| 21 | FANG | Diamondback Energy Inc | +0.1% | -2.88% | 減碼 |
| 22 | GLD | Spdr Gold Shares | +0.1% | — | 不變 |
| 23 | BAC 7.25 PERP L債券 | Bank Of America CORP | +0.1% | +8.54% | 加碼 |
| 24 | WFC 7.5 PERP L債券 | Wells Fargo & Company | +0.1% | +8.52% | 加碼 |
| 25 | SCHX | Schwab US Large-cap ETF | +0.1% | +2.39% | 加碼 |
| 26 | DTE | Dte Energy Company | +0.1% | +3.64% | 加碼 |
| 27 | KMI | Kinder Morgan, Inc. | +0.1% | -2.34% | 減碼 |
| 28 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +3.30% | 加碼 |
| 29 | DUK | Duke Energy CORP | 0% | +11.28% | 加碼 |
| 30 | MCHP | Microchip Technology Inc | 0% | +1.61% | 加碼 |
| 31 | SLB | Slb LTD | 0% | -2.48% | 減碼 |
| 32 | VLO | Valero Energy CORP | 0% | — | 不變 |
| 33 | SCHF | Schwab Intl Equity ETF | 0% | +0.72% | 加碼 |
| 34 | VEA | Vanguard Ftse Developed ETF | 0% | -1.44% | 減碼 |
| 35 | NKE | Nike Inc -cl B | 0% | +20.37% | 加碼 |
| 36 | KO | Coca-cola Co/the | 0% | — | 不變 |
| 37 | T | At&t Inc | 0% | — | 不變 |
| 38 | CSL | Carlisle Cos Inc | 0% | — | 不變 |
| 39 | META | Meta Platforms Inc-class A | 0% | +26.52% | 加碼 |
| 40 | SIMO | Silicon Motion Technol-adr | 0% | +1.95% | 加碼 |
| 41 | PFE | Pfizer Inc | 0% | -8.07% | 減碼 |
| 42 | LMT | Lockheed Martin CORP | 0% | — | 不變 |
| 43 | INTC | Intel CORP | 0% | -7.58% | 減碼 |
| 44 | CHD | Church & Dwight Co Inc | 0% | -1.37% | 減碼 |
| 45 | CL | Colgate-palmolive Co | 0% | — | 不變 |
| 46 | PSEP | Innovator U.s. Equity Power | 0% | — | 不變 |
| 47 | CWB | Ss Spdr Bb Conv Sec ETF | 0% | — | 不變 |
| 48 | WTFC | Wintrust Financial CORP | 0% | +3.04% | 加碼 |
| 49 | STWD | Starwood Property Trust Inc | 0% | +6.07% | 加碼 |
| 50 | HD | Home Depot Inc | 0% | +1.95% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，MeadowBrook Investment Advisors LLC 在 Q1 2026 季度的美股持倉總市值約為 US$1.3億，共申報了 186 個公開持股部位。
在 Q1 2026 季度，MeadowBrook Investment Advisors LLC 按市值排列的前三大核心持股分別為：VEU (5.6%)、AAPL (5.6%)、JPM (4.5%)。其中最大持股部位 VEU 佔據整體投資組合約 5.6% 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
NFLX
市值: US$46.2萬
本季最大獲利了結 / 清倉標的
EG
前期市值: US$41.9萬
在 Q1 2026 季度中，MeadowBrook Investment Advisors LLC 共進行了 136 項持倉異動，包含新建倉 11 個部位、加碼 54 個部位、減碼 52 個部位以及清倉 19 個部位。 其中最大新建倉標的為 NFLX。 本季清倉部位包含 EG。
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。