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: 0001720235
申報總市值
US$4.1億
US$4.1億
726 檔
26.1%
截至 Q1 2026 季度末，Measured Wealth Private Client Group, LLC 的美股持倉估值約為 US$4.1億，全數申報部位共有 726 檔。
Measured Wealth Private Client Group, LLC 在 Q1 2026 的調整主要集中於風險出清，清倉與減碼部位合計達 118 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
檢視投資組合結構，前 5 大主力部位（包含 GLD, VYM, SPYV）占據了總市值的 26.1%，展現出該機構在 Q1 2026 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 726 檔）
| # | 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 | GLD | Spdr Gold Shares | ETF-避險與商品 | 7.10% | -2.72% | -7.23% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 6.53% | +0.30% | -4.35% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 6.40% | -3.84% | -3.45% | |
| 4 | XLV | Ss Health Care Select Sector | ETF-其他 | 4.91% | -2.30% | -3.95% | |
| 5 | UPS | United Parcel Service-cl B | 股票-工業 | 4.54% | -0.40% | — | |
| 6 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 4.48% | -0.23% | -0.75% | |
| 7 | XLK | Ss Technology Select Sector | ETF-科技型 | 4.27% | -0.04% | -1.50% | |
| 8 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 4.27% | -3.77% | -1.72% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.27% | +0.05% | -7.91% | |
| 10 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 2.82% | +1.13% | +2.10% | |
| 11 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.82% | -0.69% | -4.66% | |
| 12 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 1.68% | -0.13% | -5.43% | |
| 13 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 1.61% | -0.17% | +4.54% | |
| 14 | NVDA | Nvidia CORP | 股票-科技 | 1.58% | +0.04% | +0.13% | |
| 15 | AAPL | Apple Inc | 股票-科技 | 1.44% | +0.02% | -3.45% | |
| 16 | XLF | Ss Financial Select Sector | ETF-其他 | 1.33% | -1.22% | -9.54% | |
| 17 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 1.33% | +3.67% | -10.54% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.20% | -0.02% | -5.20% | |
| 19 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.11% | -0.05% | — | |
| 20 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 1.00% | +0.03% | -1.20% | |
| 21 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.93% | +2.48% | +36.46% | |
| 22 | XLB | Ss Materials Select Sector | ETF-其他 | 0.92% | -0.77% | +17.30% | |
| 23 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.91% | +0.38% | -4.44% | |
| 24 | AVGO | Broadcom Inc | 股票-科技 | 0.79% | -0.07% | -13.91% | |
| 25 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.76% | -0.13% | -2.89% | |
| 26 | IYR | Ishares US Real Estate ETF | ETF-其他 | 0.70% | -0.55% | -2.62% | |
| 27 | MSFT | Microsoft CORP | 股票-科技 | 0.58% | -0.07% | -2.96% | |
| 28 | XLE | Ss Energy Select Sector | ETF-其他 | 0.52% | +0.39% | +1596.82% | |
| 29 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.51% | -0.11% | -14.84% | |
| 30 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.50% | -0.11% | -13.30% | |
| 31 | EYLD | Cambria Emerg Shrhldr Yield | ETF-其他 | 0.47% | -0.04% | -0.05% | |
| 32 | MCHI | Ishares Msci China ETF | ETF-新興市場 | 0.46% | -0.44% | -34.34% | |
| 33 | C | Citigroup Inc | 股票-金融 | 0.46% | +0.03% | -1.78% | |
| 34 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.46% | +0.01% | — | |
| 35 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.42% | -0.04% | +302.29% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.39% | +0.03% | -0.34% | |
| 37 | EXC | Exelon CORP | 股票-公用事業 | 0.38% | -0.32% | +1.71% | |
| 38 | ES | Eversource Energy | 股票-公用事業 | 0.38% | -0.01% | +28.69% | |
| 39 | MO | Altria Group Inc | 股票-非循環性消費 | 0.36% | — | -0.74% | |
| 40 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 0.36% | — | -0.24% | |
| 41 | NFG | National Fuel Gas Co | 股票-能源 | 0.35% | -0.30% | +4.44% | |
| 42 | DFAT | Dimensional US Target Value | ETF-其他 | 0.35% | -0.01% | -1.06% | |
| 43 | NBN | Northeast Bank | 股票-其他 | 0.34% | -0.05% | — | |
| 44 | OHI | Omega Healthcare Investors | 股票-房地產 | 0.33% | +0.01% | +106.29% | |
| 45 | R | Ryder System Inc | 股票-工業 | 0.32% | +0.02% | -9.86% | |
| 46 | AIT | Applied Industrial Tech Inc | 股票-工業 | 0.32% | +0.03% | -6.15% | |
| 47 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.30% | -0.28% | +0.62% | |
| 48 | HST | Host Hotels & Resorts Inc | 股票-房地產 | 0.30% | +0.06% | — | |
| 49 | ACT | Enact Holdings Inc | 股票-其他 | 0.29% | +0.01% | -7.88% | |
| 50 | EME | Emcor Group Inc | 股票-工業 | 0.29% | — | -17.44% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | XLE | Ss Energy Select Sector | +0.5% | +1596.82% | 加碼 |
| 2 | BMY | Bristol-myers Squibb Co | +0.3% | +302.29% | 加碼 |
| 3 | SMH | Vaneck Semiconductor ETF | +0.3% | +2.10% | 加碼 |
| 4 | EEM | Ishares Msci Emerging Market | +0.3% | +36.46% | 加碼 |
| 5 | GLD | Spdr Gold Shares | +0.3% | -7.23% | 減碼 |
| 6 | AMAT | Applied Materials Inc | +0.2% | +455.01% | 加碼 |
| 7 | SHY | Ishares 1-3 Year Treasury Bo | +0.2% | +5373.40% | 加碼 |
| 8 | XLB | Ss Materials Select Sector | +0.2% | +17.30% | 加碼 |
| 9 | PHIN | Phinia Inc | +0.2% | +55494.74% | 加碼 |
| 10 | XLP | Ss Consumer Staples Sel Sect | +0.2% | +4.54% | 加碼 |
| 11 | OHI | Omega Healthcare Investors | +0.2% | +106.29% | 加碼 |
| 12 | CAH | Cardinal Health Inc | +0.2% | +182.16% | 加碼 |
| 13 | VYM | Vanguard High Dvd Yield ETF | +0.1% | -4.35% | 減碼 |
| 14 | RSP | Invesco S&p 500 Equal Weight | +0.1% | -0.75% | 減碼 |
| 15 | ES | Eversource Energy | +0.1% | +28.69% | 加碼 |
| 16 | UPS | United Parcel Service-cl B | +0.1% | — | 不變 |
| 17 | AA | Alcoa CORP | +0.1% | +30.95% | 加碼 |
| 18 | BFH | Bread Financial Holdings Inc | +0.1% | +68.79% | 加碼 |
| 19 | OPLN | Openlane Inc | +0.1% | +67.90% | 加碼 |
| 20 | NFG | National Fuel Gas Co | +0.1% | +4.44% | 加碼 |
| 21 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.1% | -5.43% | 減碼 |
| 22 | CBOE | Cboe Global Markets Inc | +0.1% | +441.30% | 加碼 |
| 23 | ✓ | Hamilton Insurance Group LTD | +0.1% | +71.72% | 加碼 |
| 24 | EWBC | East West Bancorp Inc | +0.1% | +43.19% | 加碼 |
| 25 | KBWB | Invesco Kbw Bank ETF | +0.1% | +68.02% | 加碼 |
| 26 | SPNT | SiriusPoint Ltd. | +0.1% | +81.48% | 加碼 |
| 27 | XOM | Exxon Mobil CORP | +0.1% | -7.73% | 減碼 |
| 28 | LMT | Lockheed Martin CORP | +0.1% | +194.74% | 加碼 |
| 29 | STT | State Street CORP | +0.1% | +563.61% | 加碼 |
| 30 | EXC | Exelon CORP | +0.1% | +1.71% | 加碼 |
| 31 | RUSHA | Rush Enterprises Inc-cl A | +0.1% | +857.75% | 加碼 |
| 32 | VRT | Vertiv Holdings Co-a | +0.1% | -1.85% | 減碼 |
| 33 | SBS | Cia Saneamento Basico De-adr | +0.1% | +7.82% | 加碼 |
| 34 | MO | Altria Group Inc | +0.1% | -0.74% | 減碼 |
| 35 | DGRO | Ishares Core Dividend Growth | +0.1% | — | 不變 |
| 36 | FIVE | Five Below | 0% | +24.09% | 加碼 |
| 37 | GM | General Motors Co | 0% | +133.95% | 加碼 |
| 38 | INCY | Incyte CORP | 0% | +43.64% | 加碼 |
| 39 | MCY | Mercury General CORP | 0% | +29.69% | 加碼 |
| 40 | EYLD | Cambria Emerg Shrhldr Yield | 0% | -0.05% | 減碼 |
| 41 | PTCT | Ptc Therapeutics Inc | 0% | +49.00% | 加碼 |
| 42 | GTX | Garrett Motion Inc | 0% | +15.48% | 加碼 |
| 43 | JNJ | Johnson & Johnson | 0% | -0.66% | 減碼 |
| 44 | AZZ | Azz Inc | 0% | -0.10% | 減碼 |
| 45 | ELAN | Elanco Animal Health Inc | 0% | +19.49% | 加碼 |
| 46 | HIG | Hartford Insurance Group Inc | 0% | +18.05% | 加碼 |
| 47 | NBN | Northeast Bank | 0% | — | 不變 |
| 48 | KR | Kroger Co | 0% | -5.64% | 減碼 |
| 49 | DFUV | Dimensional US Marketwide Va | 0% | -0.24% | 減碼 |
| 50 | DFAT | Dimensional US Target Value | 0% | -1.06% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Measured Wealth Private Client Group, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$4.1億，共申報了 726 個公開持股部位。
在 Q1 2026 季度，Measured Wealth Private Client Group, LLC 按市值排列的前三大核心持股分別為：GLD (7.1%)、VYM (6.5%)、SPYV (6.4%)。其中最大持股部位 GLD 佔據整體投資組合約 7.1% 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
HST
市值: US$109.0萬
本季最大獲利了結 / 清倉標的
CEG
前期市值: US$29.9萬
在 Q1 2026 季度中，Measured Wealth Private Client Group, LLC 共進行了 181 項持倉異動，包含新建倉 17 個部位、加碼 46 個部位、減碼 113 個部位以及清倉 5 個部位。 其中最大新建倉標的為 HST。 本季清倉部位包含 CEG。
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。