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: 0001843581
申報總市值
US$1.3億
US$1.3億
215 檔
19.1%
在 Q1 2026 的 13F 官方備案中，Obsidian Cio, LLC 管理的美股投資組合規模來到 US$1.3億，整體持股檔數為 215 檔。
Obsidian Cio, LLC 於 Q1 2026 展現出進攻型調倉步調，本季推動了 58 檔股票的新建倉與 117 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
在資產配置集中度方面，Obsidian Cio, LLC 的前 5 大核心持股（包含 AAPL, VV, AMGN 等）合計佔整體申報市值的 19.1%，反映機構在主要關鍵部位上的權重分佈。
本季最大新建倉標的
NVO
市值: US$212.3萬
本季最大獲利了結 / 清倉標的
FLOT
前期市值: US$156.9萬
僅顯示前 200 大持股（共 215 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 | 7.05% | +2.67% | +270.81% | |
| 2 | VV | Vanguard Large-cap ETF | ETF-其他 | 4.92% | +0.03% | +28.19% | |
| 3 | AMGN | Amgen Inc | 股票-醫療保健 | 3.86% | +1.07% | +5487.67% | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 3.83% | -0.95% | -3.06% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.40% | -0.24% | +23.61% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.21% | -1.60% | +5.54% | |
| 7 | JIVE | JPM Interntl Value ETF | ETF-其他 | 3.08% | -0.39% | +20.59% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 2.59% | +0.83% | +430.13% | |
| 9 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.40% | +1.16% | +445.56% | |
| 10 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 2.38% | +0.19% | -13.63% | |
| 11 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 2.36% | -0.42% | +22.25% | |
| 12 | VTV | Vanguard Value ETF | ETF-其他 | 2.35% | -0.34% | +19.86% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 2.34% | +1.08% | +267.65% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.06% | -0.61% | +88.65% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.04% | +1.32% | +46.26% | |
| 16 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 1.90% | +0.71% | — | |
| 17 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.88% | -0.45% | -0.34% | |
| 18 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 1.82% | -0.19% | — | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.75% | -0.69% | +6.80% | |
| 20 | MSFT | Microsoft CORP | 股票-科技 | 1.73% | +0.84% | +352.83% | |
| 21 | VUG | Vanguard Growth ETF | ETF-其他 | 1.71% | -0.07% | +27.74% | |
| 22 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 1.67% | -0.33% | +20.34% | |
| 23 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.39% | +0.05% | +29977.78% | |
| 24 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.34% | -0.35% | — | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.16% | -0.13% | +31.82% | |
| 26 | AIQ | Global X Art Intel & Tech | ETF-科技型 | 1.01% | +0.02% | — | |
| 27 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.99% | -0.72% | +19.32% | |
| 28 | BOTZ | Global X Robotics & Artifici | ETF-其他 | 0.97% | -0.08% | +43.94% | |
| 29 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.90% | -0.15% | +35.89% | |
| 30 | BMO | Bank Of Montreal | 股票-金融 | 0.87% | -0.19% | — | |
| 31 | TSLA | Tesla Inc | 股票-循環性消費 | 0.84% | -0.13% | +58.39% | |
| 32 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.80% | +0.53% | +92.93% | |
| 33 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.79% | -0.47% | +50866.67% | |
| 34 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 0.76% | -0.21% | +196.31% | |
| 35 | BND | Vanguard Total Bond Market | ETF-其他 | 0.75% | -0.06% | -3.66% | |
| 36 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.68% | -0.17% | +12.28% | |
| 37 | RTX | Rtx CORP | 股票-工業 | 0.67% | +0.01% | +291.15% | |
| 38 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.63% | -0.05% | +96.94% | |
| 39 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.60% | -0.09% | -4.12% | |
| 40 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.57% | -0.12% | — | |
| 41 | NFLX | Netflix Inc | 股票-通訊服務 | 0.56% | +0.09% | +898.62% | |
| 42 | FSK | Fs Kkr Capital CORP | 股票-金融 | 0.52% | -0.42% | +36.22% | |
| 43 | IBM | Intl Business Machines CORP | 股票-科技 | 0.52% | -0.03% | +993.55% | |
| 44 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.51% | -0.01% | +14.26% | |
| 45 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.50% | -0.50% | EXIT | |
| 46 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.48% | -0.06% | +30.60% | |
| 47 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.47% | -0.24% | +1.45% | |
| 48 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 0.47% | -0.47% | EXIT | |
| 49 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.46% | -0.20% | +9.67% | |
| 50 | CVX | Chevron CORP | 股票-能源 | 0.45% | -0.16% | +68.81% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AMGN | Amgen Inc | +3.8% | +5487.67% | 加碼 |
| 2 | AAPL | Apple Inc | +3.7% | +270.81% | 加碼 |
| 3 | AVGO | Broadcom Inc | +1.7% | +430.13% | 加碼 |
| 4 | AMZN | Amazon.com Inc | +1.6% | +445.56% | 加碼 |
| 5 | GOOG | Alphabet Inc-cl C | +1.4% | +29977.78% | 加碼 |
| 6 | NVDA | Nvidia CORP | +1.2% | +267.65% | 加碼 |
| 7 | MSFT | Microsoft CORP | +0.9% | +352.83% | 加碼 |
| 8 | RSP | Invesco S&p 500 Equal Weight | +0.8% | +50866.67% | 加碼 |
| 9 | NFLX | Netflix Inc | +0.5% | +898.62% | 加碼 |
| 10 | IBM | Intl Business Machines CORP | +0.4% | +993.55% | 加碼 |
| 11 | RTX | Rtx CORP | +0.4% | +291.15% | 加碼 |
| 12 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.3% | +196.31% | 加碼 |
| 13 | BAC | Bank Of America CORP | +0.3% | +674.71% | 加碼 |
| 14 | PANW | Palo Alto Networks Inc | +0.3% | +13568.75% | 加碼 |
| 15 | LLY | Eli Lilly & Co | +0.2% | +608.70% | 加碼 |
| 16 | HDV | Ishares Core High Dividend E | +0.2% | +377.87% | 加碼 |
| 17 | IWF | Ishares Russell 1000 Growth | +0.2% | +7100.00% | 加碼 |
| 18 | WDC | Western Digital CORP | +0.2% | +2470.37% | 加碼 |
| 19 | IEMG | Ishares Core Msci Emerging | +0.1% | +178.68% | 加碼 |
| 20 | MRK | Merck & Co. Inc. | +0.1% | +2607.69% | 加碼 |
| 21 | CVX | Chevron CORP | +0.1% | +68.81% | 加碼 |
| 22 | IWD | Ishares Russell 1000 Value E | +0.1% | +96.94% | 加碼 |
| 23 | V | Visa Inc-class A Shares | +0.1% | +298.95% | 加碼 |
| 24 | WMT | Walmart Inc | +0.1% | +208.36% | 加碼 |
| 25 | GEV | GE Vernova Inc | +0.1% | +93.26% | 加碼 |
| 26 | PG | Procter & Gamble Co/the | +0.1% | +426.87% | 加碼 |
| 27 | XLE | Ss Energy Select Sector | +0.1% | +289.38% | 加碼 |
| 28 | MA | Mastercard Inc - A | +0.1% | +634.29% | 加碼 |
| 29 | BLK | Blackrock Inc | +0.1% | +431.03% | 加碼 |
| 30 | BIZD | Vaneck Bdc Income ETF | +0.1% | +173.96% | 加碼 |
| 31 | CSCO | Cisco Systems Inc | +0.1% | +175.36% | 加碼 |
| 32 | CMCSA | Comcast Corp-class A | +0.1% | +547.59% | 加碼 |
| 33 | UNP | Union Pacific CORP | +0.1% | +1057.58% | 加碼 |
| 34 | COST | Costco Wholesale CORP | +0.1% | +325.00% | 加碼 |
| 35 | JPM | Jpmorgan Chase & Co | +0.1% | +92.93% | 加碼 |
| 36 | ORCL | Oracle CORP | +0.1% | +446.34% | 加碼 |
| 37 | XOM | Exxon Mobil CORP | 0% | +35.81% | 加碼 |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +336.11% | 加碼 |
| 39 | VZ | Verizon Communications Inc | 0% | +93.07% | 加碼 |
| 40 | MU | Micron Technology Inc | 0% | +141.24% | 加碼 |
| 41 | UBER | Uber Technologies Inc | 0% | +412.18% | 加碼 |
| 42 | CI | THE Cigna Group | 0% | +86.79% | 加碼 |
| 43 | WFC | Wells Fargo & Co | 0% | +156.16% | 加碼 |
| 44 | BABA | Alibaba Group Holding-sp Adr | 0% | +346.59% | 加碼 |
| 45 | ETR | Entergy CORP | 0% | +556.76% | 加碼 |
| 46 | HD | Home Depot Inc | 0% | +79.60% | 加碼 |
| 47 | DIS | Walt Disney Co/the | 0% | +292.39% | 加碼 |
| 48 | PFE | Pfizer Inc | 0% | +337.85% | 加碼 |
| 49 | SMH | Vaneck Semiconductor ETF | 0% | +79.31% | 加碼 |
| 50 | QCOM | Qualcomm Inc | 0% | +537.04% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Obsidian Cio, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$1.3億，共申報了 215 個公開持股部位。
在 Q1 2026 季度，Obsidian Cio, LLC 按市值排列的前三大核心持股分別為：AAPL (7.0%)、VV (4.9%)、AMGN (3.9%)。其中最大持股部位 AAPL 佔據整體投資組合約 7.0% 的權重。
在 Q1 2026 季度中，Obsidian Cio, LLC 共進行了 196 項持倉異動，包含新建倉 58 個部位、加碼 117 個部位、減碼 11 個部位以及清倉 10 個部位。 其中最大新建倉標的為 NVO。 本季清倉部位包含 FLOT。
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。
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。
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。