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: 0001697274
申報總市值
US$5.0億
US$5.0億
747 檔
15.0%
Q1 2026 季度申報顯示，Nvwm, LLC 揭露的美股組合總市值為 US$5.0億，涵蓋 747 個不同之權益投資部位。
Nvwm, LLC 在 Q1 2026 進行了結構性的板塊輪動與部位換股。在開立 10 個全新部位及加碼 81 檔持股的同時，亦同步清倉 7 檔並減碼 97 檔標的。
整體而言，Nvwm, LLC 的前 5 大持股（包含 AAPL, MSFT, NVDA）貢獻了組合市值的 15.0%，形成該機構在 Q1 2026 季度的基本面基石。
僅顯示前 200 大持股（共 747 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 | 4.21% | +0.12% | +19.81% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.35% | -0.23% | +2.92% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 3.29% | +0.13% | +6.78% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.16% | +0.11% | +2.07% | |
| 5 | GLD | Spdr Gold Shares | ETF-避險與商品 | 2.58% | -0.86% | -0.10% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.56% | +0.74% | +9.46% | |
| 7 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 2.24% | -0.45% | -3.64% | |
| 8 | VTIP | Vanguard Short-term Tips | ETF-其他 | 1.99% | -0.11% | -10.34% | |
| 9 | VUSB | Vanguard Ultra Short Bond Et | ETF-其他 | 1.83% | -0.47% | +4.83% | |
| 10 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 1.82% | -0.05% | -2.03% | |
| 11 | AVGO | Broadcom Inc | 股票-科技 | 1.73% | -0.08% | +9.34% | |
| 12 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.56% | -0.15% | +0.48% | |
| 13 | HGER | Harbor Commodity All Weather | ETF-避險與商品 | 1.47% | -0.22% | +50.82% | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.36% | +0.10% | +49.34% | |
| 15 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.26% | -0.06% | -0.26% | |
| 16 | NFLX | Netflix Inc | 股票-通訊服務 | 1.20% | -0.35% | +4.16% | |
| 17 | AMAT | Applied Materials Inc | 股票-科技 | 1.16% | +0.62% | -9.05% | |
| 18 | AMD | Advanced Micro Devices | 股票-科技 | 1.13% | +0.84% | +0.13% | |
| 19 | CVX | Chevron CORP | 股票-能源 | 1.09% | -0.29% | +226.96% | |
| 20 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.07% | -0.15% | +11.41% | |
| 21 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 1.06% | +0.35% | +194.35% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.98% | -0.08% | -12.37% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.97% | — | +0.66% | |
| 24 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.94% | +0.13% | +21.57% | |
| 25 | GEV | GE Vernova Inc | 股票-工業 | 0.90% | +0.46% | -0.62% | |
| 26 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.88% | -0.04% | -0.16% | |
| 27 | WFC | Wells Fargo & Co | 股票-金融 | 0.86% | -0.01% | +1.16% | |
| 28 | V | Visa Inc-class A Shares | 股票-金融 | 0.85% | +0.03% | -10.73% | |
| 29 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.83% | +0.68% | +18.35% | |
| 30 | GDX | Vaneck Gold Miners ETF | ETF-避險與商品 | 0.83% | -0.82% | -20.02% | |
| 31 | WMT | Walmart Inc | 股票-非循環性消費 | 0.82% | -0.15% | -4.99% | |
| 32 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.77% | — | -12.20% | |
| 33 | MA | Mastercard Inc - A | 股票-金融 | 0.76% | -0.01% | +1.03% | |
| 34 | ANET | Arista Networks Inc | 股票-科技 | 0.76% | +0.01% | -2.36% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.69% | -0.22% | -6.86% | |
| 36 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.68% | +0.12% | +1.69% | |
| 37 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.65% | +0.29% | +34.44% | |
| 38 | AXP | American Express Co | 股票-金融 | 0.63% | +0.03% | +1.48% | |
| 39 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.63% | — | -39.00% | |
| 40 | BND | Vanguard Total Bond Market | ETF-其他 | 0.63% | -0.12% | +1.83% | |
| 41 | CDNS | Cadence Design Sys Inc | 股票-科技 | 0.62% | +0.13% | +23.94% | |
| 42 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.62% | -0.09% | +1.34% | |
| 43 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.59% | -0.02% | +0.06% | |
| 44 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.59% | -0.09% | -33.89% | |
| 45 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.58% | -0.58% | EXIT | |
| 46 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.58% | -0.05% | +0.08% | |
| 47 | ASML | ASML Holding N.V. | 股票-科技 | 0.57% | +0.18% | -12.84% | |
| 48 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.54% | -0.36% | -1.68% | |
| 49 | MS | Morgan Stanley | 股票-金融 | 0.54% | +0.06% | -0.10% | |
| 50 | BAC | Bank Of America CORP | 股票-金融 | 0.53% | +0.02% | +1.39% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CVX | Chevron CORP | +0.9% | +226.96% | 加碼 |
| 2 | HGER | Harbor Commodity All Weather | +0.7% | +50.82% | 加碼 |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.7% | +194.35% | 加碼 |
| 4 | AAPL | Apple Inc | +0.5% | +19.81% | 加碼 |
| 5 | IWM | Ishares Russell 2000 ETF | +0.5% | +49.34% | 加碼 |
| 6 | MBB | Ishares Mbs ETF | +0.4% | +774.56% | 加碼 |
| 7 | LMT | Lockheed Martin CORP | +0.4% | +72350.00% | 加碼 |
| 8 | CWB | Ss Spdr Bb Conv Sec ETF | +0.4% | +655.94% | 加碼 |
| 9 | APH | Amphenol Corp-cl A | +0.3% | +24768.89% | 加碼 |
| 10 | TLT | Ishares 20+ Year Treasury Bd | +0.3% | +106.06% | 加碼 |
| 11 | EMB | Ishares Jp Morgan Usd Emergi | +0.3% | +137.80% | 加碼 |
| 12 | COST | Costco Wholesale CORP | +0.3% | +11.41% | 加碼 |
| 13 | GE | General Electric | +0.3% | +9385.71% | 加碼 |
| 14 | GLD | Spdr Gold Shares | +0.3% | -0.10% | 減碼 |
| 15 | GEV | GE Vernova Inc | +0.2% | -0.62% | 減碼 |
| 16 | FCX | Freeport-mcmoran Inc | +0.2% | +24743.28% | 加碼 |
| 17 | AMAT | Applied Materials Inc | +0.2% | -9.05% | 減碼 |
| 18 | EFA | Ishares Msci Eafe ETF | +0.2% | +21.57% | 加碼 |
| 19 | EEM | Ishares Msci Emerging Market | +0.2% | +34.44% | 加碼 |
| 20 | IBB | Ishares Biotechnology ETF | +0.2% | +534.74% | 加碼 |
| 21 | PNC | Pnc Financial Services Group | +0.2% | +2444.36% | 加碼 |
| 22 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +61.85% | 加碼 |
| 23 | LOW | Lowe's Cos Inc | +0.1% | +4949.02% | 加碼 |
| 24 | TIP | Ishares Tips Bond ETF | +0.1% | +281.72% | 加碼 |
| 25 | MRK | Merck & Co. Inc. | +0.1% | -0.16% | 減碼 |
| 26 | VUSB | Vanguard Ultra Short Bond Et | +0.1% | +4.83% | 加碼 |
| 27 | PWR | Quanta Services Inc | +0.1% | +2.25% | 加碼 |
| 28 | MP | Mp Materials CORP | +0.1% | +6357.23% | 加碼 |
| 29 | ATI | Ati Inc | +0.1% | -1.08% | 減碼 |
| 30 | SOFI | Sofi Technologies Inc | +0.1% | +4555.67% | 加碼 |
| 31 | NFLX | Netflix Inc | +0.1% | +4.16% | 加碼 |
| 32 | IBN | Icici Bank Ltd-spon Adr | +0.1% | +122.88% | 加碼 |
| 33 | PLTR | Palantir Technologies Inc-a | +0.1% | +53.84% | 加碼 |
| 34 | NKE | Nike Inc -cl B | +0.1% | +65.68% | 加碼 |
| 35 | COF | Capital One Financial CORP | +0.1% | +5658.82% | 加碼 |
| 36 | ARGX | Argenx Se - Adr | +0.1% | +62.43% | 加碼 |
| 37 | AEM | Agnico Eagle Mines LTD | +0.1% | +2.23% | 加碼 |
| 38 | MPWR | Monolithic Power Systems Inc | +0.1% | +5.29% | 加碼 |
| 39 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.1% | +16.22% | 加碼 |
| 40 | NEE | Nextera Energy Inc | +0.1% | -0.07% | 減碼 |
| 41 | CLH | Clean Harbors Inc | +0.1% | -0.66% | 減碼 |
| 42 | CDNS | Cadence Design Sys Inc | +0.1% | +23.94% | 加碼 |
| 43 | GOOGL | Alphabet Inc-cl A | +0.1% | +9.46% | 加碼 |
| 44 | HELO | Jpmorgan Hedged Equity ETF | +0.1% | +30.65% | 加碼 |
| 45 | JNJ | Johnson & Johnson | +0.1% | -0.02% | 減碼 |
| 46 | XLE | Ss Energy Select Sector | +0.1% | -7.15% | 減碼 |
| 47 | SHY | Ishares 1-3 Year Treasury Bo | +0.1% | +12.50% | 加碼 |
| 48 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +1.95% | 加碼 |
| 49 | WMT | Walmart Inc | +0.1% | -4.99% | 減碼 |
| 50 | DUK | Duke Energy CORP | +0.1% | +1.22% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Nvwm, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$5.0億，共申報了 747 個公開持股部位。
在 Q1 2026 季度，Nvwm, LLC 按市值排列的前三大核心持股分別為：AAPL (4.2%)、MSFT (3.4%)、NVDA (3.3%)。其中最大持股部位 AAPL 佔據整體投資組合約 4.2% 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
ZROZ
市值: US$132.9萬
本季最大獲利了結 / 清倉標的
IWF
前期市值: US$60.4萬
在 Q1 2026 季度中，Nvwm, LLC 共進行了 195 項持倉異動，包含新建倉 10 個部位、加碼 81 個部位、減碼 97 個部位以及清倉 7 個部位。 其中最大新建倉標的為 ZROZ。 本季清倉部位包含 IWF。
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。