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: 0002022893
申報總市值
US$1.3億
US$1.3億
142 檔
19.2%
Q2 2026 季度申報顯示，Miller Financial Services LLC 揭露的美股組合總市值為 US$1.3億，涵蓋 142 個不同之權益投資部位。
在 Q2 2026，Miller Financial Services LLC 操作展現出積極擴展與加碼意向。本季共新建倉 32 個新部位，並對 55 個既有持股進行加碼（合計增持 87 檔），相較減碼與清倉部位顯著佔優。
整體而言，Miller Financial Services LLC 的前 5 大持股（包含 PEP, IEF, TLT）貢獻了組合市值的 19.2%，形成該機構在 Q2 2026 季度的基本面基石。
本季最大新建倉標的
JPM
市值: US$251.2萬
本季最大獲利了結 / 清倉標的
PYPL
前期市值: US$159.2萬
| # | 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 | PEP | Pepsico Inc | 股票-非循環性消費 | 5.62% | -0.43% | +392.55% | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 5.27% | +0.93% | +19.63% | |
| 3 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 3.71% | +0.10% | +16.23% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 3.04% | +0.22% | -1.35% | |
| 5 | ETN | Eaton Corporation plc | 股票-工業 | 2.70% | -0.13% | +21.91% | |
| 6 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 2.66% | +0.49% | +14.55% | |
| 7 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 2.65% | -0.09% | +3.56% | |
| 8 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.58% | +0.07% | +2.82% | |
| 9 | UPS | United Parcel Service-cl B | 股票-工業 | 2.32% | -0.26% | -2.33% | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.08% | -0.30% | -9.96% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.02% | -0.10% | — | |
| 12 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 1.87% | +0.53% | -10.60% | |
| 13 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 1.77% | -0.22% | — | |
| 14 | SOFI | Sofi Technologies Inc | 股票-金融 | 1.64% | -0.28% | +0.12% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.62% | +0.87% | +105.99% | |
| 16 | HD | Home Depot Inc | 股票-循環性消費 | 1.30% | -0.29% | +100.75% | |
| 17 | KMI | Kinder Morgan, Inc. | 股票-能源 | 1.24% | -0.15% | -0.30% | |
| 18 | USTB | Victoryshares Short-term Bon | ETF-其他 | 1.19% | +0.15% | +32.17% | |
| 19 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.16% | -0.17% | -2.52% | |
| 20 | NET | Cloudflare Inc - Class A | 股票-科技 | 1.16% | +0.37% | -6.10% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 1.15% | — | -0.24% | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.14% | +0.02% | -1.61% | |
| 23 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 1.08% | +0.02% | +18.52% | |
| 24 | CAG | Conagra Brands Inc | 股票-非循環性消費 | 1.07% | -0.11% | -1.14% | |
| 25 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.05% | -0.10% | — | |
| 26 | KJAN | Innovator U.s. Small Cap Pow | ETF-中小型股 | 0.95% | -0.07% | -4.11% | |
| 27 | XAGG | Ev Income Opportunities ETF | ETF-其他 | 0.94% | -0.01% | +65.60% | |
| 28 | AEP | American Electric Power | 股票-公用事業 | 0.93% | -0.13% | +223.54% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.93% | -0.08% | -1.66% | |
| 30 | SLV | Ishares Silver Trust | ETF-避險與商品 | 0.92% | +0.08% | +34.22% | |
| 31 | UBER | Uber Technologies Inc | 股票-工業 | 0.90% | -0.10% | +4.90% | |
| 32 | GNRC | Generac Holdings Inc | 股票-工業 | 0.87% | -0.21% | — | |
| 33 | CAVA | Cava Group Inc | 股票-循環性消費 | 0.85% | -0.36% | -9.91% | |
| 34 | PPG | Ppg Industries Inc | 股票-原物料 | 0.83% | -0.16% | — | |
| 35 | MO | Altria Group Inc | 股票-非循環性消費 | 0.82% | -0.10% | +17.86% | |
| 36 | D | Dominion Energy Inc | 股票-公用事業 | 0.77% | -0.11% | -2.09% | |
| 37 | ORI | Old Republic Intl CORP | 股票-金融 | 0.77% | -0.11% | +69.67% | |
| 38 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.77% | -0.01% | +0.67% | |
| 39 | ALL | Allstate CORP | 股票-金融 | 0.75% | -0.09% | — | |
| 40 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.75% | -0.07% | -1.32% | |
| 41 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.73% | +0.13% | +66.15% | |
| 42 | KAPR | Innovator U.s. Small Cap Pow | ETF-中小型股 | 0.72% | -0.05% | -1.11% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.71% | -0.10% | -2.05% | |
| 44 | AMD | Advanced Micro Devices | 股票-科技 | 0.69% | -0.04% | -43.11% | |
| 45 | MELI | Mercadolibre Inc | 股票-循環性消費 | 0.69% | -0.02% | +26.18% | |
| 46 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.68% | — | +54.15% | |
| 47 | EVTR | Eaton Vance Total Return | ETF-其他 | 0.66% | +0.11% | +7.13% | |
| 48 | MMM | 3m Co | 股票-工業 | 0.63% | -0.03% | +44.82% | |
| 49 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.62% | -0.11% | -24.99% | |
| 50 | KMAR | Invtr US S Cp Pr Bfr ETF - M | ETF-其他 | 0.61% | -0.04% | +0.64% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | PEP | Pepsico Inc | +3.8% | +392.55% | 加碼 |
| 2 | JPM | Jpmorgan Chase & Co | +2% | NEW | 新建倉 |
| 3 | CL | Colgate-palmolive Co | +1.8% | NEW | 新建倉 |
| 4 | LLY | Eli Lilly & Co | +1.1% | NEW | 新建倉 |
| 5 | PPG | Ppg Industries Inc | +0.8% | NEW | 新建倉 |
| 6 | ALL | Allstate CORP | +0.8% | NEW | 新建倉 |
| 7 | SYK | Stryker CORP | +0.6% | NEW | 新建倉 |
| 8 | PG | Procter & Gamble Co/the | +0.6% | NEW | 新建倉 |
| 9 | MSFT | Microsoft CORP | +0.6% | +105.99% | 加碼 |
| 10 | AEP | American Electric Power | +0.6% | +223.54% | 加碼 |
| 11 | CVX | Chevron CORP | +0.5% | NEW | 新建倉 |
| 12 | XNIEX | Virtus Equity & Convertible | +0.5% | NEW | 新建倉 |
| 13 | PNC | Pnc Financial Services Group | +0.5% | NEW | 新建倉 |
| 14 | HD | Home Depot Inc | +0.5% | +100.75% | 加碼 |
| 15 | ABBV | Abbvie Inc | +0.5% | NEW | 新建倉 |
| 16 | PM | Philip Morris International | +0.4% | NEW | 新建倉 |
| 17 | CRWD | Crowdstrike Holdings Inc - A | +0.4% | -10.60% | 減碼 |
| 18 | COF | Capital One Financial CORP | +0.4% | NEW | 新建倉 |
| 19 | CSX | Csx CORP | +0.4% | NEW | 新建倉 |
| 20 | XOM | Exxon Mobil CORP | +0.4% | NEW | 新建倉 |
| 21 | MPC | Marathon Petroleum CORP | +0.3% | NEW | 新建倉 |
| 22 | TWLO | Twilio Inc - A | +0.3% | NEW | 新建倉 |
| 23 | SO | Southern Co/the | +0.2% | NEW | 新建倉 |
| 24 | FFA | First Trust Enhan Eqty Inc | +0.2% | NEW | 新建倉 |
| 25 | ZTS | Zoetis Inc | +0.2% | +265.66% | 加碼 |
| 26 | NFLX | Netflix Inc | +0.2% | NEW | 新建倉 |
| 27 | BDJ | Blackrock Enhanced Eqty Dvd | +0.2% | NEW | 新建倉 |
| 28 | VGT | Vanguard Info Tech ETF | +0.2% | NEW | 新建倉 |
| 29 | FTNT | Fortinet Inc | +0.2% | NEW | 新建倉 |
| 30 | WMT | Walmart Inc | +0.2% | NEW | 新建倉 |
| 31 | IBM | Intl Business Machines CORP | +0.2% | NEW | 新建倉 |
| 32 | UNH | UnitedHealth Group Incorporated | +0.2% | NEW | 新建倉 |
| 33 | ETN | Eaton Corporation plc | +0.2% | +21.91% | 加碼 |
| 34 | XAGG | Ev Income Opportunities ETF | +0.2% | +65.60% | 加碼 |
| 35 | ORI | Old Republic Intl CORP | +0.2% | +69.67% | 加碼 |
| 36 | CMS | Cms Energy CORP | +0.2% | NEW | 新建倉 |
| 37 | META | Meta Platforms Inc-class A | +0.1% | +66.15% | 加碼 |
| 38 | ✓ | Spdr S&P 500 Etf Tr Put Option | +0.1% | NEW | 新建倉 |
| 39 | AMD | Advanced Micro Devices | +0.1% | -43.11% | 減碼 |
| 40 | MMM | 3m Co | +0.1% | +44.82% | 加碼 |
| 41 | PCT | Purecycle Technologies Inc | +0.1% | +18.50% | 加碼 |
| 42 | NFLX | Netflix, Inc. | +0.1% | NEW | 新建倉 |
| 43 | GNRC | Generac Holdings Inc | +0.1% | — | 不變 |
| 44 | FTF | Franklin LTD Dur Inc Tr | +0.1% | NEW | 新建倉 |
| 45 | NOW | Servicenow Inc | +0.1% | +63.26% | 加碼 |
| 46 | SBUX | Starbucks Corporation | +0.1% | NEW | 新建倉 |
| 47 | CTXR | Citius Pharmaceuticals Inc | +0.1% | +828.57% | 加碼 |
| 48 | RNAC | Cartesian Therapeutics Inc | 0% | — | 不變 |
| 49 | UNH | Unitedhealth Group Inc | 0% | -1.06% | 減碼 |
| 50 | NNVC | Nanoviricides Inc | 0% | +6.67% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Miller Financial Services LLC 在 Q2 2026 季度的美股持倉總市值約為 US$1.3億，共申報了 142 個公開持股部位。
在 Q2 2026 季度，Miller Financial Services LLC 按市值排列的前三大核心持股分別為：PEP (5.6%)、IEF (5.3%)、TLT (3.7%)。其中最大持股部位 PEP 佔據整體投資組合約 5.6% 的權重。
在 Q2 2026 季度中，Miller Financial Services LLC 共進行了 137 項持倉異動，包含新建倉 32 個部位、加碼 55 個部位、減碼 40 個部位以及清倉 10 個部位。 其中最大新建倉標的為 JPM。 本季清倉部位包含 PYPL。
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。
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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。
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。