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: 0001791998
申報總市值
US$4.0億
US$4.0億
436 檔
18.2%
根據最新整理的 13F 季度數據集，Net Worth Advisory Group 於 Q1 2026 結束時的管理資產規模為 US$4.0億。該機構在本季度申報了 436 檔美股持倉，呈現出該時期的主要投資地圖。
Net Worth Advisory Group 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 126 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 VCIT, VGIT, AAPL）占據了總市值的 18.2%，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 436 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 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 3.17% | +2.48% | +3.06% | |
| 2 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 3.16% | +1.76% | +2.53% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.04% | -1.54% | +4.60% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 2.94% | +0.47% | +3.87% | |
| 5 | TIP | Ishares Tips Bond ETF | ETF-其他 | 2.65% | -2.56% | +1.41% | |
| 6 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 2.39% | -2.18% | +1.39% | |
| 7 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 2.36% | -2.25% | +2.38% | |
| 8 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 2.32% | -2.24% | +1.64% | |
| 9 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 2.27% | -1.98% | +0.25% | |
| 10 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-其他 | 2.13% | -2.00% | +2.04% | |
| 11 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 2.05% | -1.74% | -0.71% | |
| 12 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 1.85% | +1.26% | +2.31% | |
| 13 | BWX | State Street Spdr Bloomberg | ETF-其他 | 1.78% | +0.32% | +2.83% | |
| 14 | NVDA | Nvidia CORP | 股票-科技 | 1.48% | +0.53% | +6.68% | |
| 15 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 1.24% | -0.09% | +1.84% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 1.14% | -0.19% | +6.63% | |
| 17 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.97% | -0.70% | -0.50% | |
| 18 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.94% | -0.80% | +0.41% | |
| 19 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.90% | -0.73% | -0.18% | |
| 20 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.87% | +0.07% | +11.63% | |
| 21 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.80% | -0.12% | -7.66% | |
| 22 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.79% | -0.57% | +2.20% | |
| 23 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.77% | +0.19% | +3.63% | |
| 24 | VTV | Vanguard Value ETF | ETF-其他 | 0.74% | -0.36% | +9.70% | |
| 25 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.72% | -0.50% | -5.04% | |
| 26 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.71% | +0.07% | -3.74% | |
| 27 | VUG | Vanguard Growth ETF | ETF-其他 | 0.70% | -0.32% | +10.09% | |
| 28 | TSLA | Tesla Inc | 股票-循環性消費 | 0.69% | -0.05% | -3.01% | |
| 29 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.63% | +0.06% | -5.18% | |
| 30 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.61% | +0.05% | -16.59% | |
| 31 | AMAT | Applied Materials Inc | 股票-科技 | 0.61% | +1.14% | -1.58% | |
| 32 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.59% | +0.05% | -15.97% | |
| 33 | BND | Vanguard Total Bond Market | ETF-其他 | 0.59% | -0.13% | -1.53% | |
| 34 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.55% | +0.27% | +23.45% | |
| 35 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.53% | +0.15% | -2.47% | |
| 36 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.53% | +0.03% | -18.14% | |
| 37 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.53% | -0.01% | +49.24% | |
| 38 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.52% | -0.37% | +2.67% | |
| 39 | CSCO | Cisco Systems Inc | 股票-科技 | 0.52% | +0.30% | -12.34% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.50% | +0.03% | -0.79% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.49% | +0.20% | -1.75% | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.48% | +0.25% | -1.98% | |
| 43 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.47% | -0.27% | +6.28% | |
| 44 | WMT | Walmart Inc | 股票-非循環性消費 | 0.47% | +0.02% | +0.98% | |
| 45 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.46% | +0.14% | -1.49% | |
| 46 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.45% | -0.01% | -2.11% | |
| 47 | AVGO | Broadcom Inc | 股票-科技 | 0.44% | +0.39% | +13.84% | |
| 48 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.44% | +0.21% | -2.19% | |
| 49 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.44% | +0.19% | -2.09% | |
| 50 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.43% | -0.36% | +0.14% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AMAT | Applied Materials Inc | +0.2% | -1.58% | 減碼 |
| 2 | VOT | Vanguard Mid-cap Growth ETF | +0.2% | +49.24% | 加碼 |
| 3 | BNDX | Vanguard Total Intl Bond ETF | +0.2% | +3.87% | 加碼 |
| 4 | MPC | Marathon Petroleum CORP | +0.2% | -1.49% | 減碼 |
| 5 | ASML | ASML Holding N.V. | +0.1% | +39.09% | 加碼 |
| 6 | VCIT | Vanguard Int-term Corporate | +0.1% | +3.06% | 加碼 |
| 7 | VGIT | Vanguard Intermediate-term T | +0.1% | +2.53% | 加碼 |
| 8 | TIP | Ishares Tips Bond ETF | +0.1% | +1.41% | 加碼 |
| 9 | LITE | Lumentum Holdings Inc | +0.1% | -27.62% | 減碼 |
| 10 | COST | Costco Wholesale CORP | +0.1% | +13.96% | 加碼 |
| 11 | OXY | Occidental Petroleum CORP | +0.1% | -1.66% | 減碼 |
| 12 | XOM | Exxon Mobil CORP | +0.1% | -1.36% | 減碼 |
| 13 | JNJ | Johnson & Johnson | +0.1% | -3.74% | 減碼 |
| 14 | VTV | Vanguard Value ETF | +0.1% | +9.70% | 加碼 |
| 15 | COP | Conocophillips | +0.1% | -1.39% | 減碼 |
| 16 | IEF | Ishares 7-10 Year Treasury B | +0.1% | +2.38% | 加碼 |
| 17 | SHY | Ishares 1-3 Year Treasury Bo | +0.1% | +1.64% | 加碼 |
| 18 | MU | Micron Technology Inc | +0.1% | +81.22% | 加碼 |
| 19 | WDC | Western Digital CORP | +0.1% | +52.62% | 加碼 |
| 20 | CVX | Chevron CORP | +0.1% | -0.96% | 減碼 |
| 21 | CASY | Casey's General Stores Inc | +0.1% | +5.20% | 加碼 |
| 22 | ARW | Arrow Electronics Inc | +0.1% | +8.61% | 加碼 |
| 23 | NFLX | Netflix Inc | +0.1% | +22.15% | 加碼 |
| 24 | FANG | Diamondback Energy Inc | +0.1% | +9.21% | 加碼 |
| 25 | TLH | Ishares 10-20 Year Treasury | +0.1% | +2.31% | 加碼 |
| 26 | CVNA | Carvana Co | +0.1% | +83.75% | 加碼 |
| 27 | LRCX | Lam Research CORP | +0.1% | -2.80% | 減碼 |
| 28 | FTNT | Fortinet Inc | +0.1% | +66.47% | 加碼 |
| 29 | BSCU | Invesco Bulletshares 2030 Cb | +0.1% | +153.83% | 加碼 |
| 30 | WMT | Walmart Inc | +0.1% | +0.98% | 加碼 |
| 31 | EFV | Ishares Msci Eafe Value ETF | +0.1% | -0.50% | 減碼 |
| 32 | AMGN | Amgen Inc | +0.1% | +17.42% | 加碼 |
| 33 | EME | Emcor Group Inc | +0.1% | +18.98% | 加碼 |
| 34 | VOE | Vanguard Mid-cap Value ETF | +0.1% | +6.28% | 加碼 |
| 35 | DK | Delek US Holdings Inc | +0.1% | +0.28% | 加碼 |
| 36 | SHEL | Shell Plc-adr | +0.1% | -2.20% | 減碼 |
| 37 | EQT | Eqt CORP | +0.1% | +9.48% | 加碼 |
| 38 | KLAC | Kla CORP | +0.1% | -2.19% | 減碼 |
| 39 | IJK | Ishares S&p Mid-cap 400 Grow | +0.1% | -0.18% | 減碼 |
| 40 | LLY | Eli Lilly & Co | +0.1% | +23.45% | 加碼 |
| 41 | BSCT | Invesco Bulletshares 2029 Cb | 0% | +33.51% | 加碼 |
| 42 | APH | Amphenol Corp-cl A | 0% | +46.39% | 加碼 |
| 43 | APA | Apa CORP | 0% | -11.82% | 減碼 |
| 44 | FDX | Fedex CORP | 0% | -2.13% | 減碼 |
| 45 | TER | Teradyne Inc | 0% | -13.48% | 減碼 |
| 46 | MPWR | Monolithic Power Systems Inc | 0% | -6.06% | 減碼 |
| 47 | ABBV | Abbvie Inc | 0% | +15.36% | 加碼 |
| 48 | SU | Suncor Energy Inc | 0% | -0.81% | 減碼 |
| 49 | PBR | Petroleo Brasileiro-spon Adr | 0% | +2.45% | 加碼 |
| 50 | DELL | Dell Technologies -c | 0% | -7.86% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Net Worth Advisory Group 在 Q1 2026 季度的美股持倉總市值約為 US$4.0億，共申報了 436 個公開持股部位。
在 Q1 2026 季度，Net Worth Advisory Group 按市值排列的前三大核心持股分別為：VCIT (3.2%)、VGIT (3.2%)、AAPL (3.0%)。其中最大持股部位 VCIT 佔據整體投資組合約 3.2% 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
HBAN
市值: US$59.0萬
本季最大獲利了結 / 清倉標的
RBLX
前期市值: US$54.5萬
在 Q1 2026 季度中，Net Worth Advisory Group 共進行了 200 項持倉異動，包含新建倉 39 個部位、加碼 35 個部位、減碼 81 個部位以及清倉 45 個部位。 其中最大新建倉標的為 HBAN。 本季清倉部位包含 RBLX。
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。