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: 0002055812
申報總市值
US$2.0億
US$2.0億
182 檔
18.2%
Q1 2026 季度申報顯示，OneAscent Family Office, LLC 揭露的美股組合總市值為 US$2.0億，涵蓋 182 個不同之權益投資部位。
觀察 Q1 2026 的申報異動，OneAscent Family Office, LLC 採取了強勁的買進策略，建倉與加碼動作（合計 108 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
檢視投資組合結構，前 5 大主力部位（包含 OAIM, OACP, XLE）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。
| # | 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 | OAIM | Oneascent Intl Eqty ETF | ETF-其他 | 7.55% | -1.45% | +0.38% | |
| 2 | OACP | Oneascent Core Plus Bond ETF | ETF-其他 | 6.60% | -1.61% | -5.01% | |
| 3 | XLE | Ss Energy Select Sector | ETF-其他 | 5.80% | -2.84% | +0.47% | |
| 4 | OALC | Oneascent Large Cap Core | ETF-大型股與成長 | 2.82% | -1.05% | -5.27% | |
| 5 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 2.38% | +0.51% | — | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 2.33% | +0.48% | +24.77% | |
| 7 | OAEM | Oneascent Emrg Markets ETF | ETF-其他 | 2.26% | -0.32% | +3.65% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.04% | -0.21% | +10.98% | |
| 9 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 1.86% | -1.86% | EXIT | |
| 10 | AVGO | Broadcom Inc | 股票-科技 | 1.69% | +0.05% | +20.33% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.65% | +0.15% | +20.10% | |
| 12 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.53% | +0.59% | +1.60% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.31% | +3.00% | +0.35% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.31% | -0.08% | +16.74% | |
| 15 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 1.30% | -0.85% | -44.87% | |
| 16 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.29% | -0.06% | +13.82% | |
| 17 | BDYN | Ishares Dyn Act ETF | ETF-其他 | 1.22% | -0.52% | -6.15% | |
| 18 | HYBL | Ss Blackstone High Inc ETF | ETF-其他 | 1.08% | +0.14% | +6.27% | |
| 19 | OASC | Oneascent Enhanced Small And | ETF-其他 | 1.08% | -0.36% | +4.53% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.08% | -0.32% | +30.76% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.07% | -0.20% | +3.37% | |
| 22 | VFLO | Victoryshares Free Cash Flow | ETF-其他 | 1.05% | -0.26% | +0.45% | |
| 23 | XOM | Exxon Mobil CORP | 股票-能源 | 1.03% | -0.45% | +8.65% | |
| 24 | TSLA | Tesla Inc | 股票-循環性消費 | 0.99% | -0.12% | +6.03% | |
| 25 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.87% | -0.69% | -8.58% | |
| 26 | EIPI | Ft Energy Income ETF | ETF-其他 | 0.80% | +0.12% | +13.70% | |
| 27 | WMT | Walmart Inc | 股票-非循環性消費 | 0.80% | -0.18% | +3.54% | |
| 28 | AAPL | Apple Inc | 股票-科技 | 0.80% | +0.09% | +11.67% | |
| 29 | SLVO | UBS AG Etracs Sl Sh Co C Etn | ETF-其他 | 0.75% | -0.75% | EXIT | |
| 30 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.72% | -0.02% | +8.06% | |
| 31 | TMSL | T.rowe Prc Small-mid Cap ETF | ETF-其他 | 0.72% | -0.72% | EXIT | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.70% | -0.06% | +4.38% | |
| 33 | MA | Mastercard Inc - A | 股票-金融 | 0.70% | -0.08% | +5.73% | |
| 34 | RYLD | Global X Russell 2000 Cov Cl | ETF-中小型股 | 0.65% | +0.05% | +9.46% | |
| 35 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 0.64% | -0.64% | EXIT | |
| 36 | DFAT | Dimensional US Target Value | ETF-其他 | 0.64% | -0.64% | EXIT | |
| 37 | VSLU | Applied Finance Valuat ETF | ETF-其他 | 0.63% | -0.19% | -64.59% | |
| 38 | DXJ | Wisdomtree Japan Hedged Eq | ETF-其他 | 0.59% | -0.59% | EXIT | |
| 39 | IBD | Inspire Corporate Bond ETF | ETF-投資等級公司債 | 0.58% | -0.58% | EXIT | |
| 40 | CVX | Chevron CORP | 股票-能源 | 0.58% | -0.24% | +10.31% | |
| 41 | HGER | Harbor Commodity All Weather | ETF-避險與商品 | 0.57% | -0.20% | -7.07% | |
| 42 | HD | Home Depot Inc | 股票-循環性消費 | 0.56% | -0.02% | +13.58% | |
| 43 | V | Visa Inc-class A Shares | 股票-金融 | 0.56% | -0.01% | +7.24% | |
| 44 | ELCV | Eventide High Dividend ETF | ETF-其他 | 0.52% | -0.09% | -16.30% | |
| 45 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.51% | -0.17% | -8.53% | |
| 46 | CLOI | Vaneck Clo ETF | ETF-其他 | 0.49% | +0.19% | -6.77% | |
| 47 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.49% | -0.02% | +12.39% | |
| 48 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.48% | -0.11% | -8.68% | |
| 49 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.46% | +0.11% | +12.91% | |
| 50 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.45% | -0.18% | +2.58% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | XLE | Ss Energy Select Sector | +1.7% | +0.47% | 加碼 |
| 2 | OAIM | Oneascent Intl Eqty ETF | +0.5% | +0.38% | 加碼 |
| 3 | NVDA | Nvidia CORP | +0.4% | +24.77% | 加碼 |
| 4 | XOM | Exxon Mobil CORP | +0.4% | +8.65% | 加碼 |
| 5 | OAEM | Oneascent Emrg Markets ETF | +0.3% | +3.65% | 加碼 |
| 6 | SLVO | UBS AG Etracs Sl Sh Co C Etn | +0.2% | +58.52% | 加碼 |
| 7 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +1.60% | 加碼 |
| 8 | CVX | Chevron CORP | +0.2% | +10.31% | 加碼 |
| 9 | EIPI | Ft Energy Income ETF | +0.2% | +13.70% | 加碼 |
| 10 | JPM | Jpmorgan Chase & Co | +0.2% | +30.76% | 加碼 |
| 11 | GOOGL | Alphabet Inc-cl A | +0.2% | +20.10% | 加碼 |
| 12 | AVGO | Broadcom Inc | +0.2% | +20.33% | 加碼 |
| 13 | EFV | Ishares Msci Eafe Value ETF | +0.2% | — | 不變 |
| 14 | AMLP | Alerian Mlp ETF | +0.1% | +8.06% | 加碼 |
| 15 | AMAT | Applied Materials Inc | +0.1% | +24.13% | 加碼 |
| 16 | WMT | Walmart Inc | +0.1% | +3.54% | 加碼 |
| 17 | PG | Procter & Gamble Co/the | +0.1% | +52.92% | 加碼 |
| 18 | GOOG | Alphabet Inc-cl C | +0.1% | +16.74% | 加碼 |
| 19 | PH | Parker Hannifin CORP | +0.1% | +61.26% | 加碼 |
| 20 | NVS | Novartis Ag-sponsored Adr | +0.1% | +28.15% | 加碼 |
| 21 | KLAC | Kla CORP | +0.1% | +6.44% | 加碼 |
| 22 | MCD | Mcdonald's CORP | +0.1% | +22.92% | 加碼 |
| 23 | HGER | Harbor Commodity All Weather | +0.1% | -7.07% | 減碼 |
| 24 | TMUS | T-mobile US Inc | +0.1% | +20.83% | 加碼 |
| 25 | OASC | Oneascent Enhanced Small And | +0.1% | +4.53% | 加碼 |
| 26 | HON | Honeywell International Inc | +0.1% | +33.84% | 加碼 |
| 27 | XPO | Xpo Inc | +0.1% | — | 不變 |
| 28 | SCHW | Schwab (charles) CORP | +0.1% | +41.84% | 加碼 |
| 29 | LRCX | Lam Research CORP | +0.1% | +1.77% | 加碼 |
| 30 | ABBV | Abbvie Inc | +0.1% | +24.96% | 加碼 |
| 31 | MGV | Vanguard Mega Cap Value ETF | +0.1% | +25.94% | 加碼 |
| 32 | TRGP | Targa Resources CORP | +0.1% | +3.87% | 加碼 |
| 33 | VZ | Verizon Communications Inc | +0.1% | -8.53% | 減碼 |
| 34 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +3.37% | 加碼 |
| 35 | HYBL | Ss Blackstone High Inc ETF | +0.1% | +6.27% | 加碼 |
| 36 | AMZN | Amazon.com Inc | +0.1% | +13.82% | 加碼 |
| 37 | MPC | Marathon Petroleum CORP | +0.1% | -5.72% | 減碼 |
| 38 | FLTR | Vaneck Ig Floating Rate ETF | +0.1% | +36.97% | 加碼 |
| 39 | JAAA | Janus Henderson Aaa Clo ETF | +0.1% | +37.62% | 加碼 |
| 40 | MRK | Merck & Co. Inc. | +0.1% | +4.34% | 加碼 |
| 41 | ASML | ASML Holding N.V. | +0.1% | -6.41% | 減碼 |
| 42 | GILD | Gilead Sciences Inc | +0.1% | -1.57% | 減碼 |
| 43 | HD | Home Depot Inc | +0.1% | +13.58% | 加碼 |
| 44 | RYLD | Global X Russell 2000 Cov Cl | +0.1% | +9.46% | 加碼 |
| 45 | AAPL | Apple Inc | +0.1% | +11.67% | 加碼 |
| 46 | USTB | Victoryshares Short-term Bon | +0.1% | +29.31% | 加碼 |
| 47 | GLD | Spdr Gold Shares | +0.1% | +2.58% | 加碼 |
| 48 | TJX | Tjx Companies Inc | +0.1% | +17.10% | 加碼 |
| 49 | ITW | Illinois Tool Works | 0% | +15.41% | 加碼 |
| 50 | GEV | GE Vernova Inc | 0% | -10.43% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，OneAscent Family Office, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$2.0億，共申報了 182 個公開持股部位。
在 Q1 2026 季度，OneAscent Family Office, LLC 按市值排列的前三大核心持股分別為：OAIM (7.5%)、OACP (6.6%)、XLE (5.8%)。其中最大持股部位 OAIM 佔據整體投資組合約 7.5% 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
BND
市值: US$59.4萬
本季最大獲利了結 / 清倉標的
JEPI
前期市值: US$209.3萬
在 Q1 2026 季度中，OneAscent Family Office, LLC 共進行了 185 項持倉異動，包含新建倉 29 個部位、加碼 79 個部位、減碼 50 個部位以及清倉 27 個部位。 其中最大新建倉標的為 BND。 本季清倉部位包含 JEPI。
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。