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: 0000791540
申報總市值
US$14.8億
US$14.8億
2546 檔
9.4%
在 Q1 2026 的 13F 官方備案中，Lanark Financial, Inc. 管理的美股投資組合規模來到 US$14.8億，整體持股檔數為 2546 檔。
在 Q1 2026 期間，Lanark Financial, Inc. 展現了靈活的資產再平衡步調，透過出清 12 檔弱勢或達到目標價部位，將資金轉置於 15 檔新建倉標的之中。
在資產配置集中度方面，Lanark Financial, Inc. 的前 5 大核心持股（包含 AAPL, SPY, SPYM 等）合計佔整體申報市值的 9.4%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 2546 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 | AAPL | Apple Inc | 股票-科技 | 2.64% | +0.05% | -2.78% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.37% | -0.06% | -3.82% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 2.10% | +0.16% | +2.98% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.72% | +0.17% | +16.07% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 1.59% | -0.22% | -4.03% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 1.38% | +0.06% | +1.42% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.20% | +0.17% | -5.25% | |
| 8 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.19% | +0.02% | -8.52% | |
| 9 | AVGO | Broadcom Inc | 股票-科技 | 1.13% | +0.09% | -4.50% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.92% | +0.12% | -0.96% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.87% | — | -1.03% | |
| 12 | WMT | Walmart Inc | 股票-非循環性消費 | 0.82% | -0.14% | -4.25% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.82% | +0.04% | -1.43% | |
| 14 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.78% | -0.12% | -1.61% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.76% | +0.11% | -9.31% | |
| 16 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.75% | — | +2.82% | |
| 17 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.68% | -0.04% | +15.97% | |
| 18 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 0.67% | -0.04% | +20.02% | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 0.66% | +0.02% | +3.60% | |
| 20 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.59% | -0.02% | +0.37% | |
| 21 | SRE | Sempra | 股票-公用事業 | 0.58% | -0.08% | +1.32% | |
| 22 | WMB | Williams Cos Inc | 股票-能源 | 0.54% | -0.05% | -1.23% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.54% | -0.05% | +8.15% | |
| 24 | DTM | Dt Midstream Inc | 股票-能源 | 0.53% | -0.01% | -0.01% | |
| 25 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.52% | +0.02% | +17.88% | |
| 26 | XOM | Exxon Mobil CORP | 股票-能源 | 0.52% | -0.13% | +2.75% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.51% | +0.04% | +0.76% | |
| 28 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.50% | +0.06% | +16.37% | |
| 29 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.50% | -0.02% | -7.03% | |
| 30 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.47% | -0.11% | +13.72% | |
| 31 | PWR | Quanta Services Inc | 股票-工業 | 0.47% | +0.08% | -0.03% | |
| 32 | NI | Nisource Inc | 股票-公用事業 | 0.45% | -0.04% | -1.43% | |
| 33 | PH | Parker Hannifin CORP | 股票-工業 | 0.44% | -0.01% | -2.91% | |
| 34 | QGRW | Wisdomtree US Quality Growth | ETF-其他 | 0.44% | +0.15% | +23.86% | |
| 35 | LMT | Lockheed Martin CORP | 股票-工業 | 0.43% | -0.10% | -2.51% | |
| 36 | MS | Morgan Stanley | 股票-金融 | 0.42% | +0.06% | -5.00% | |
| 37 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.42% | -0.02% | +7.69% | |
| 38 | CB | Chubb Limited | 股票-金融 | 0.41% | -0.02% | +2.43% | |
| 39 | ETR | Entergy CORP | 股票-公用事業 | 0.41% | -0.03% | -0.38% | |
| 40 | TMUS | T-mobile US Inc | 股票-通訊服務 | 0.41% | -0.13% | -15.59% | |
| 41 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.41% | -0.05% | +11.83% | |
| 42 | IDA | Idacorp Inc | 股票-公用事業 | 0.40% | -0.03% | +0.53% | |
| 43 | GLW | Corning Inc | 股票-科技 | 0.39% | +0.06% | -21.74% | |
| 44 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.39% | +0.06% | +2.50% | |
| 45 | VRT | Vertiv Holdings Co-a | 股票-工業 | 0.38% | +0.07% | -3.05% | |
| 46 | CVX | Chevron CORP | 股票-能源 | 0.38% | -0.10% | +4.76% | |
| 47 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.38% | -0.04% | +132.16% | |
| 48 | EQIX | Equinix Inc | 股票-房地產 | 0.37% | -0.02% | +0.74% | |
| 49 | TLN | Talen Energy CORP | 股票-公用事業 | 0.37% | +0.02% | -0.18% | |
| 50 | SYK | Stryker CORP | 股票-醫療保健 | 0.37% | -0.05% | +50.29% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | PIZ | Invesco Dorsey Wright Develo | +0.2% | +132.73% | 加碼 |
| 2 | SCHW | Schwab (charles) CORP | +0.2% | +132.16% | 加碼 |
| 3 | MPC | Marathon Petroleum CORP | +0.2% | +2238.34% | 加碼 |
| 4 | PDP | Invesco Dorsey Wright Moment | +0.2% | +188.74% | 加碼 |
| 5 | IRM | Iron Mountain Inc | +0.2% | +601.21% | 加碼 |
| 6 | VOO | Vanguard S&p 500 ETF | +0.2% | +16.07% | 加碼 |
| 7 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.2% | +106.93% | 加碼 |
| 8 | LITE | Lumentum Holdings Inc | +0.2% | +437.68% | 加碼 |
| 9 | XOM | Exxon Mobil CORP | +0.2% | +2.75% | 加碼 |
| 10 | AMAT | Applied Materials Inc | +0.1% | +80.51% | 加碼 |
| 11 | VRT | Vertiv Holdings Co-a | +0.1% | -3.05% | 減碼 |
| 12 | EXPE | Expedia Group Inc | +0.1% | +24768.97% | 加碼 |
| 13 | WTPI | Wisdomtree Equity Premium In | +0.1% | NEW | 新建倉 |
| 14 | GPIQ | Gs Nasdaq-100 Pr Inc Etf-usd | +0.1% | +1978.44% | 加碼 |
| 15 | COHR | Coherent CORP | +0.1% | +4121.43% | 加碼 |
| 16 | CVX | Chevron CORP | +0.1% | +4.76% | 加碼 |
| 17 | PWR | Quanta Services Inc | +0.1% | -0.03% | 減碼 |
| 18 | SPIB | Ss Spdr P Int C CORP ETF | +0.1% | +20.02% | 加碼 |
| 19 | SYK | Stryker CORP | +0.1% | +50.29% | 加碼 |
| 20 | CGCP | Cap Group Core Plus Income | +0.1% | +5827.35% | 加碼 |
| 21 | HYDB | Ishares High Yield Systemati | +0.1% | +2466.14% | 加碼 |
| 22 | NEE | Nextera Energy Inc | +0.1% | -1.61% | 減碼 |
| 23 | INTC | Intel CORP | +0.1% | +345.37% | 加碼 |
| 24 | JNJ | Johnson & Johnson | +0.1% | +0.37% | 加碼 |
| 25 | TEL | TE Connectivity plc | +0.1% | +1636.36% | 加碼 |
| 26 | NYT | New York Times Co-a | +0.1% | +122.46% | 加碼 |
| 27 | FFIV | F5 Inc | +0.1% | +4433.33% | 加碼 |
| 28 | SPAB | Ss Spdr P Agg Bond ETF | +0.1% | +15.97% | 加碼 |
| 29 | IAU | Ishares Gold Trust | +0.1% | +13.72% | 加碼 |
| 30 | DDOG | Datadog Inc - Class A | +0.1% | +4327.47% | 加碼 |
| 31 | WMB | Williams Cos Inc | +0.1% | -1.23% | 減碼 |
| 32 | VYMI | Vanguard Int High Dvd Yld In | +0.1% | +359.53% | 加碼 |
| 33 | AGGH | Simplify Aggregate Bond ETF | +0.1% | +2778.16% | 加碼 |
| 34 | EQIX | Equinix Inc | +0.1% | +0.74% | 加碼 |
| 35 | AGG | Ishares Core U.s. Aggregate | +0.1% | +17.88% | 加碼 |
| 36 | VIK | Viking Holdings Ltd | +0.1% | NEW | 新建倉 |
| 37 | LMT | Lockheed Martin CORP | +0.1% | -2.51% | 減碼 |
| 38 | FUTY | Fidelity Msci US Utilities | +0.1% | +4359.74% | 加碼 |
| 39 | ETR | Entergy CORP | +0.1% | -0.38% | 減碼 |
| 40 | GLW | Corning Inc | +0.1% | -21.74% | 減碼 |
| 41 | DDWM | Wisdomtree Dy Inter Eq Fd-us | +0.1% | +27.08% | 加碼 |
| 42 | HPP | Hudson Pacific Properties In | +0.1% | NEW | 新建倉 |
| 43 | BINC | Ishares Flex I A Etf-usd Inc | +0.1% | +282.20% | 加碼 |
| 44 | SHOP | Shopify Inc - Class A | +0.1% | +129.94% | 加碼 |
| 45 | SRE | Sempra | +0.1% | +1.32% | 加碼 |
| 46 | DTM | Dt Midstream Inc | +0.1% | -0.01% | 減碼 |
| 47 | VAL | Valaris Limited | +0.1% | — | 不變 |
| 48 | DEM | Wisdomtree Emerging Markets | +0.1% | +116.69% | 加碼 |
| 49 | GEV | GE Vernova Inc | +0.1% | -6.78% | 減碼 |
| 50 | LRCX | Lam Research CORP | +0.1% | +16.97% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Lanark Financial, Inc. 在 Q1 2026 季度的美股持倉總市值約為 US$14.8億，共申報了 2546 個公開持股部位。
在 Q1 2026 季度，Lanark Financial, Inc. 按市值排列的前三大核心持股分別為：AAPL (2.6%)、SPY (2.4%)、SPYM (2.1%)。其中最大持股部位 AAPL 佔據整體投資組合約 2.6% 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
WTPI
市值: US$162.6萬
本季最大獲利了結 / 清倉標的
XDIAX
前期市值: US$137.6萬
在 Q1 2026 季度中，Lanark Financial, Inc. 共進行了 198 項持倉異動，包含新建倉 15 個部位、加碼 87 個部位、減碼 84 個部位以及清倉 12 個部位。 其中最大新建倉標的為 WTPI。 本季清倉部位包含 XDIAX。
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。