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: 0002044232
申報總市值
US$5.2億
US$5.2億
176 檔
46.8%
Q1 2026 季度申報顯示，Mindset Wealth Management, LLC 揭露的美股組合總市值為 US$5.2億，涵蓋 176 個不同之權益投資部位。
Mindset 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 15 個全新部位及加碼 63 檔持股的同時，亦同步清倉 22 檔並減碼 67 檔標的。
整體而言，Mindset Wealth Management, LLC 的前 5 大持股（包含 NVDA, AAPL, CME）貢獻了組合市值的 46.8%，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 | NVDA | Nvidia CORP | 股票-科技 | 44.29% | +1.35% | +0.06% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 15.01% | -0.72% | +0.54% | |
| 3 | CME | Cme Group Inc | 股票-金融 | 2.46% | -1.12% | — | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.96% | +0.01% | +3.90% | |
| 5 | UUUU | Energy Fuels Inc | 股票-能源 | 1.47% | +1.39% | +2872.28% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.11% | -0.07% | -2.39% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 0.95% | -0.05% | -0.04% | |
| 8 | YUM | Yum! Brands Inc | 股票-循環性消費 | 0.84% | -0.23% | — | |
| 9 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.83% | +0.55% | +1.90% | |
| 10 | XOM | Exxon Mobil CORP | 股票-能源 | 0.82% | -0.34% | +19.83% | |
| 11 | GLW | Corning Inc | 股票-科技 | 0.79% | +0.30% | -3.52% | |
| 12 | AXP | American Express Co | 股票-金融 | 0.75% | -0.14% | +1.98% | |
| 13 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.69% | -0.25% | — | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.63% | -0.06% | +0.12% | |
| 15 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.62% | -0.13% | +10.01% | |
| 16 | AMD | Advanced Micro Devices | 股票-科技 | 0.61% | +0.62% | +3.33% | |
| 17 | STX | Seagate Technology Holdings plc | 股票-科技 | 0.53% | +0.41% | -13.88% | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 0.52% | -0.07% | -0.14% | |
| 19 | TSLA | Tesla Inc | 股票-循環性消費 | 0.51% | -0.09% | +13.64% | |
| 20 | MSFT | Microsoft CORP | 股票-科技 | 0.51% | -0.06% | +3.95% | |
| 21 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.50% | -0.13% | -0.07% | |
| 22 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.50% | +0.12% | -12.98% | |
| 23 | OKE | Oneok Inc | 股票-能源 | 0.47% | -0.15% | +27.94% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.45% | -0.11% | -0.14% | |
| 25 | TFC | Truist Financial CORP | 股票-金融 | 0.45% | -0.09% | +4.74% | |
| 26 | RTX | Rtx CORP | 股票-工業 | 0.44% | -0.10% | -15.47% | |
| 27 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.43% | -0.06% | -0.39% | |
| 28 | TMUS | T-mobile US Inc | 股票-通訊服務 | 0.38% | -0.14% | +2.23% | |
| 29 | MU | Micron Technology Inc | 股票-科技 | 0.37% | +0.63% | -21.33% | |
| 30 | FNB | Fnb CORP | 股票-金融 | 0.36% | -0.08% | — | |
| 31 | USA | Liberty All Star Equity Fund | 股票-其他 | 0.35% | -0.09% | +2.24% | |
| 32 | KLAC | Kla CORP | 股票-科技 | 0.35% | +0.18% | -10.18% | |
| 33 | PM | Philip Morris International | 股票-非循環性消費 | 0.34% | -0.09% | +3.81% | |
| 34 | B | Barrick Mining CORP | 股票-原物料 | 0.34% | -0.10% | -4.79% | |
| 35 | HAS | Hasbro Inc | 股票-循環性消費 | 0.33% | -0.11% | -0.36% | |
| 36 | CMI | Cummins Inc | 股票-工業 | 0.32% | -0.01% | +3.15% | |
| 37 | ROK | Rockwell Automation Inc | 股票-工業 | 0.32% | +0.03% | — | |
| 38 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.31% | -0.01% | +0.08% | |
| 39 | LMT | Lockheed Martin CORP | 股票-工業 | 0.31% | -0.10% | +10.88% | |
| 40 | NFLX | Netflix Inc | 股票-通訊服務 | 0.30% | -0.07% | -0.23% | |
| 41 | CAT | Caterpillar Inc | 股票-工業 | 0.30% | +0.06% | +29.00% | |
| 42 | MS | Morgan Stanley | 股票-金融 | 0.29% | — | -0.46% | |
| 43 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.29% | -0.05% | +46.58% | |
| 44 | BKR | Baker Hughes Co | 股票-能源 | 0.29% | -0.09% | -8.50% | |
| 45 | PH | Parker Hannifin CORP | 股票-工業 | 0.28% | -0.06% | +2.32% | |
| 46 | GEV | GE Vernova Inc | 股票-工業 | 0.27% | -0.01% | +18.47% | |
| 47 | LITE | Lumentum Holdings Inc | 股票-科技 | 0.27% | -0.08% | -27.82% | |
| 48 | YUMC | Yum China Holdings Inc | 股票-循環性消費 | 0.25% | -0.10% | — | |
| 49 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.25% | +0.09% | +12.42% | |
| 50 | ORCL | Oracle CORP | 股票-科技 | 0.25% | -0.01% | -4.12% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | UUUU | Energy Fuels Inc | +1.4% | +2872.28% | 加碼 |
| 2 | XOM | Exxon Mobil CORP | +0.4% | +19.83% | 加碼 |
| 3 | GLW | Corning Inc | +0.3% | -3.52% | 減碼 |
| 4 | CME | Cme Group Inc | +0.2% | — | 不變 |
| 5 | OKE | Oneok Inc | +0.2% | +27.94% | 加碼 |
| 6 | MRK | Merck & Co. Inc. | +0.1% | +10.01% | 加碼 |
| 7 | JNJ | Johnson & Johnson | +0.1% | +46.58% | 加碼 |
| 8 | CAT | Caterpillar Inc | +0.1% | +29.00% | 加碼 |
| 9 | STX | Seagate Technology Holdings plc | +0.1% | -13.88% | 減碼 |
| 10 | GEV | GE Vernova Inc | +0.1% | +18.47% | 加碼 |
| 11 | LMT | Lockheed Martin CORP | +0.1% | +10.88% | 加碼 |
| 12 | PTY | Pimco Corporate & Income Opp | +0.1% | +93.34% | 加碼 |
| 13 | LITE | Lumentum Holdings Inc | +0.1% | -27.82% | 減碼 |
| 14 | AGX | Argan Inc | +0.1% | -9.32% | 減碼 |
| 15 | VRT | Vertiv Holdings Co-a | +0.1% | -10.65% | 減碼 |
| 16 | FIX | Comfort Systems USA Inc | +0.1% | — | 不變 |
| 17 | ASML | ASML Holding N.V. | +0.1% | +29.18% | 加碼 |
| 18 | COST | Costco Wholesale CORP | +0.1% | +12.32% | 加碼 |
| 19 | CVX | Chevron CORP | +0.1% | +0.50% | 加碼 |
| 20 | BKR | Baker Hughes Co | +0.1% | -8.50% | 減碼 |
| 21 | KR | Kroger Co | +0.1% | +9.36% | 加碼 |
| 22 | HAS | Hasbro Inc | +0.1% | -0.36% | 減碼 |
| 23 | MTZ | Mastec Inc | 0% | -5.89% | 減碼 |
| 24 | GE | General Electric | 0% | +42.78% | 加碼 |
| 25 | YUM | Yum! Brands Inc | 0% | — | 不變 |
| 26 | VLO | Valero Energy CORP | 0% | — | 不變 |
| 27 | AU | AngloGold Ashanti plc | 0% | +17.22% | 加碼 |
| 28 | TXN | Texas Instruments Inc | 0% | +3.96% | 加碼 |
| 29 | KLAC | Kla CORP | 0% | -10.18% | 減碼 |
| 30 | AMAT | Applied Materials Inc | 0% | — | 不變 |
| 31 | CMI | Cummins Inc | 0% | +3.15% | 加碼 |
| 32 | MO | Altria Group Inc | 0% | +2.10% | 加碼 |
| 33 | TSM | Taiwan Semiconductor-sp Adr | 0% | +8.69% | 加碼 |
| 34 | PM | Philip Morris International | 0% | +3.81% | 加碼 |
| 35 | WM | Waste Management Inc | 0% | +24.15% | 加碼 |
| 36 | TMUS | T-mobile US Inc | 0% | +2.23% | 加碼 |
| 37 | INTC | Intel CORP | 0% | -3.03% | 減碼 |
| 38 | DUK | Duke Energy CORP | 0% | +2.80% | 加碼 |
| 39 | SO | Southern Co/the | 0% | +0.03% | 加碼 |
| 40 | SSRM | Ssr Mining Inc | 0% | -15.92% | 減碼 |
| 41 | ET | Energy Transfer LP | 0% | — | 不變 |
| 42 | CSX | Csx CORP | 0% | -4.28% | 減碼 |
| 43 | PH | Parker Hannifin CORP | 0% | +2.32% | 加碼 |
| 44 | T | At&t Inc | 0% | -2.23% | 減碼 |
| 45 | ETN | Eaton Corporation plc | 0% | — | 不變 |
| 46 | TJX | Tjx Companies Inc | 0% | +16.80% | 加碼 |
| 47 | EPD | Enterprise Products Partners | 0% | — | 不變 |
| 48 | AEE | Ameren Corporation | 0% | — | 不變 |
| 49 | VZ | Verizon Communications Inc | 0% | -9.32% | 減碼 |
| 50 | HUBB | Hubbell Inc | 0% | -6.58% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Mindset Wealth Management, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$5.2億，共申報了 176 個公開持股部位。
在 Q1 2026 季度，Mindset Wealth Management, LLC 按市值排列的前三大核心持股分別為：NVDA (44.3%)、AAPL (15.0%)、CME (2.5%)。其中最大持股部位 NVDA 佔據整體投資組合約 44.3% 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
PEP
市值: US$257.4萬
本季最大獲利了結 / 清倉標的
PFF
前期市值: US$77.6萬
在 Q1 2026 季度中，Mindset Wealth Management, LLC 共進行了 167 項持倉異動，包含新建倉 15 個部位、加碼 63 個部位、減碼 67 個部位以及清倉 22 個部位。 其中最大新建倉標的為 PEP。 本季清倉部位包含 PFF。
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。