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: 0002090468
申報總市值
US$9285.9萬
US$9285.9萬
65 檔
26.9%
Q1 2026 季度申報顯示，Meadowbrook Wealth Management, LLC 揭露的美股組合總市值為 US$9285.9萬，涵蓋 65 個不同之權益投資部位。
Meadowbrook Wealth Management, LLC 在 Q1 2026 進行了結構性的板塊輪動與部位換股。在開立 12 個全新部位及加碼 17 檔持股的同時，亦同步清倉 13 檔並減碼 24 檔標的。
整體而言，Meadowbrook Wealth Management, LLC 的前 5 大持股（包含 AMZN, SHOP, ABBV）貢獻了組合市值的 26.9%，形成該機構在 Q1 2026 季度的基本面基石。
本季最大新建倉標的
COST
市值: US$158.4萬
本季最大獲利了結 / 清倉標的
VKTX
前期市值: US$130.9萬
| # | 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 | AMZN | Amazon.com Inc | 股票-循環性消費 | 10.20% | -0.59% | -9.01% | |
| 2 | SHOP | Shopify Inc - Class A | 股票-科技 | 8.65% | -1.93% | -4.81% | |
| 3 | ABBV | Abbvie Inc | 股票-醫療保健 | 6.00% | -2.46% | -3.86% | |
| 4 | APP | Applovin Corp-class A | 股票-科技 | 4.22% | +0.22% | -10.13% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 3.99% | -1.96% | -24.54% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.44% | -0.99% | +18.78% | |
| 7 | GE | General Electric | 股票-工業 | 3.34% | -0.82% | -22.06% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 3.16% | +2.54% | +103.93% | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 2.70% | -0.24% | — | |
| 10 | NBIS | Nebius Group N.V. | 股票-其他 | 2.54% | +3.82% | +5.93% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.53% | -0.27% | -11.17% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.52% | +0.14% | +9.98% | |
| 13 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.10% | -1.82% | — | |
| 14 | AVGO | Broadcom Inc | 股票-科技 | 2.08% | -0.12% | -1.75% | |
| 15 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.89% | +2.33% | -53.52% | |
| 16 | GEV | GE Vernova Inc | 股票-工業 | 1.85% | -1.85% | EXIT | |
| 17 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.78% | +0.65% | -6.74% | |
| 18 | GLW | Corning Inc | 股票-科技 | 1.68% | -1.68% | EXIT | |
| 19 | GPIX | Gldm SA S&p 500 Pr In Etf-us | ETF-大型股與成長 | 1.58% | -0.22% | +3.77% | |
| 20 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.49% | -0.45% | +30.21% | |
| 21 | GPIQ | Gs Nasdaq-100 Pr Inc Etf-usd | ETF-科技型 | 1.40% | -0.06% | +8.82% | |
| 22 | HOOD | Robinhood Markets Inc - A | 股票-金融 | 1.39% | +0.59% | -33.67% | |
| 23 | CRWV | Coreweave Inc-cl A | 股票-科技 | 1.38% | -0.15% | +3.76% | |
| 24 | SPG | Simon Property Group Inc | 股票-房地產 | 1.32% | +0.39% | — | |
| 25 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 1.31% | +0.78% | -15.89% | |
| 26 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.30% | -0.32% | — | |
| 27 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.23% | -0.35% | -2.16% | |
| 28 | FIVE | Five Below | 股票-循環性消費 | 1.23% | -1.23% | EXIT | |
| 29 | CAT | Caterpillar Inc | 股票-工業 | 1.23% | -0.34% | -2.60% | |
| 30 | RDDT | Reddit Inc-cl A | 股票-通訊服務 | 1.23% | +0.07% | +96.96% | |
| 31 | XLE | Ss Energy Select Sector | ETF-其他 | 1.01% | -0.48% | +33.34% | |
| 32 | NFLX | Netflix Inc | 股票-通訊服務 | 0.96% | -0.96% | EXIT | |
| 33 | BA | Boeing Co/the | 股票-工業 | 0.90% | -0.62% | +163.18% | |
| 34 | UBER | Uber Technologies Inc | 股票-工業 | 0.86% | -0.25% | -6.79% | |
| 35 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.81% | -0.09% | +44.82% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.81% | -0.06% | — | |
| 37 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.78% | -0.19% | — | |
| 38 | MA | Mastercard Inc - A | 股票-金融 | 0.77% | -0.08% | — | |
| 39 | ED | Consolidated Edison Inc | 股票-公用事業 | 0.73% | -0.33% | +4.27% | |
| 40 | TMUS | T-mobile US Inc | 股票-通訊服務 | 0.70% | -0.70% | EXIT | |
| 41 | MU | Micron Technology Inc | 股票-科技 | 0.66% | -0.15% | — | |
| 42 | DUK | Duke Energy CORP | 股票-公用事業 | 0.60% | — | +24.81% | |
| 43 | ARM | Arm Holdings Plc-adr | 股票-科技 | 0.56% | -0.56% | EXIT | |
| 44 | WMT | Walmart Inc | 股票-非循環性消費 | 0.56% | -0.24% | -8.67% | |
| 45 | CMI | Cummins Inc | 股票-工業 | 0.55% | +0.01% | — | |
| 46 | O | Realty Income CORP | 股票-房地產 | 0.54% | -0.10% | -2.20% | |
| 47 | VBIL | Vanguard 0-3m T-bill ETF | ETF-其他 | 0.53% | -0.53% | EXIT | |
| 48 | QYLD | Global X Nasd 100 Cov Call | ETF-其他 | 0.50% | -0.06% | — | |
| 49 | SCHO | Schwab Short-term US Treas | ETF-其他 | 0.48% | -0.12% | — | |
| 50 | NOW | Servicenow Inc | 股票-科技 | 0.48% | -0.10% | +98.58% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +1.7% | +103.93% | 加碼 |
| 2 | GLW | Corning Inc | +1.4% | +189.29% | 加碼 |
| 3 | NBIS | Nebius Group N.V. | +0.9% | +5.93% | 加碼 |
| 4 | BA | Boeing Co/the | +0.6% | +163.18% | 加碼 |
| 5 | XLE | Ss Energy Select Sector | +0.5% | +33.34% | 加碼 |
| 6 | AMLP | Alerian Mlp ETF | +0.4% | +44.82% | 加碼 |
| 7 | GOOGL | Alphabet Inc-cl A | +0.4% | +9.98% | 加碼 |
| 8 | ABBV | Abbvie Inc | +0.4% | -3.86% | 減碼 |
| 9 | FIVE | Five Below | +0.4% | +0.32% | 加碼 |
| 10 | META | Meta Platforms Inc-class A | +0.4% | +30.21% | 加碼 |
| 11 | CAT | Caterpillar Inc | +0.4% | -2.60% | 減碼 |
| 12 | CRWV | Coreweave Inc-cl A | +0.3% | +3.76% | 加碼 |
| 13 | RDDT | Reddit Inc-cl A | +0.3% | +96.96% | 加碼 |
| 14 | DUK | Duke Energy CORP | +0.2% | +24.81% | 加碼 |
| 15 | TJX | Tjx Companies Inc | +0.2% | — | 不變 |
| 16 | GPIQ | Gs Nasdaq-100 Pr Inc Etf-usd | +0.2% | +8.82% | 加碼 |
| 17 | ED | Consolidated Edison Inc | +0.2% | +4.27% | 加碼 |
| 18 | GPIX | Gldm SA S&p 500 Pr In Etf-us | +0.2% | +3.77% | 加碼 |
| 19 | SPG | Simon Property Group Inc | +0.2% | — | 不變 |
| 20 | MSFT | Microsoft CORP | +0.2% | +18.78% | 加碼 |
| 21 | NOW | Servicenow Inc | +0.2% | +98.58% | 加碼 |
| 22 | XOM | Exxon Mobil CORP | +0.2% | — | 不變 |
| 23 | O | Realty Income CORP | +0.1% | -2.20% | 減碼 |
| 24 | CMI | Cummins Inc | +0.1% | — | 不變 |
| 25 | TMUS | T-mobile US Inc | +0.1% | -1.94% | 減碼 |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | — | 不變 |
| 27 | QSR | Restaurant Brands Intern | +0.1% | -2.11% | 減碼 |
| 28 | WMT | Walmart Inc | +0.1% | -8.67% | 減碼 |
| 29 | GS | Goldman Sachs Group Inc | +0.1% | -6.74% | 減碼 |
| 30 | QYLD | Global X Nasd 100 Cov Call | +0.1% | — | 不變 |
| 31 | MCD | Mcdonald's CORP | +0.1% | -2.97% | 減碼 |
| 32 | AVGO | Broadcom Inc | 0% | -1.75% | 減碼 |
| 33 | SPMO | Invesco S&p 500 Momentum ETF | 0% | — | 不變 |
| 34 | JEPQ | JPM Nasdaq Equity Premium | 0% | — | 不變 |
| 35 | D | Dominion Energy Inc | 0% | -9.27% | 減碼 |
| 36 | HNDL | Nasdaq 7 Handl Index ETF | 0% | — | 不變 |
| 37 | MA | Mastercard Inc - A | 0% | — | 不變 |
| 38 | V | Visa Inc-class A Shares | — | — | 不變 |
| 39 | UBER | Uber Technologies Inc | 0% | -6.79% | 減碼 |
| 40 | NVDY | Yieldmax Nvda Option Inc ETF | -0.1% | -14.97% | 減碼 |
| 41 | BKNG | Booking Holdings Inc | -0.1% | — | 不變 |
| 42 | ABT | Abbott Laboratories | -0.1% | -2.16% | 減碼 |
| 43 | CVS | Cvs Health CORP | -0.1% | -27.98% | 減碼 |
| 44 | JPM | Jpmorgan Chase & Co | -0.2% | -11.17% | 減碼 |
| 45 | TSLA | Tesla Inc | -0.2% | -40.55% | 減碼 |
| 46 | CRWD | Crowdstrike Holdings Inc - A | -0.3% | -15.89% | 減碼 |
| 47 | AMZN | Amazon.com Inc | -0.5% | -9.01% | 減碼 |
| 48 | GE | General Electric | -0.7% | -22.06% | 減碼 |
| 49 | NVDA | Nvidia CORP | -0.9% | -24.54% | 減碼 |
| 50 | HOOD | Robinhood Markets Inc - A | -1.6% | -33.67% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Meadowbrook Wealth Management, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$9285.9萬，共申報了 65 個公開持股部位。
在 Q1 2026 季度，Meadowbrook Wealth Management, LLC 按市值排列的前三大核心持股分別為：AMZN (10.2%)、SHOP (8.7%)、ABBV (6.0%)。其中最大持股部位 AMZN 佔據整體投資組合約 10.2% 的權重。
在 Q1 2026 季度中，Meadowbrook Wealth Management, LLC 共進行了 66 項持倉異動，包含新建倉 12 個部位、加碼 17 個部位、減碼 24 個部位以及清倉 13 個部位。 其中最大新建倉標的為 COST。 本季清倉部位包含 VKTX。
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。