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: 0001974438
申報總市值
US$1.1億
US$1.1億
128 檔
31.5%
在 Q1 2026 的 13F 官方備案中，OneAscent Investment Solutions LLC 管理的美股投資組合規模來到 US$1.1億，整體持股檔數為 128 檔。
Q1 2026 數據顯示 OneAscent Investment Solutions LLC 積極進場，新開立 12 個部位並同步加碼 75 檔個股，反映機構在該季度的資金注入與籌碼積累。
從部位權重觀察，前 5 大標的（包含 VGIT, VGSH, VMBS）累計市值佔比達 31.5%，是驅動 OneAscent Investment Solutions LLC 該季度整體投資組合績效表現的核心支柱。
| # | 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 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 15.99% | -0.72% | +0.40% | |
| 2 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 5.58% | -0.33% | +7.45% | |
| 3 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 4.99% | -0.28% | — | |
| 4 | IBD | Inspire Corporate Bond ETF | ETF-投資等級公司債 | 3.68% | -0.35% | +0.13% | |
| 5 | OAIM | Oneascent Intl Eqty ETF | ETF-其他 | 3.07% | -0.27% | +13.35% | |
| 6 | OACP | Oneascent Core Plus Bond ETF | ETF-其他 | 2.83% | -0.09% | +15.44% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 2.78% | -0.78% | +1.87% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.30% | -0.01% | +28.21% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.18% | -0.38% | +7.35% | |
| 10 | EQNR | Equinor Asa-spon Adr | 股票-能源 | 1.65% | -1.65% | EXIT | |
| 11 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.63% | +2.00% | +14.73% | |
| 12 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.30% | -0.12% | +44.13% | |
| 13 | OAEM | Oneascent Emrg Markets ETF | ETF-其他 | 1.08% | -0.14% | +1.68% | |
| 14 | RIO | Rio Tinto Plc-spon Adr | 股票-原物料 | 1.03% | -1.03% | EXIT | |
| 15 | ASML | ASML Holding N.V. | 股票-科技 | 1.00% | +0.21% | +13.68% | |
| 16 | KLAC | Kla CORP | 股票-科技 | 0.98% | +0.54% | +1.22% | |
| 17 | NVT | nVent Electric plc | 股票-工業 | 0.97% | +0.05% | +22.53% | |
| 18 | NDAQ | Nasdaq Inc | 股票-金融 | 0.94% | -0.47% | +42.89% | |
| 19 | TT | Trane Technologies plc | 股票-工業 | 0.89% | -0.06% | +1.14% | |
| 20 | INFY | Infosys Ltd-sp Adr | 股票-科技 | 0.88% | -0.88% | EXIT | |
| 21 | OALC | Oneascent Large Cap Core | ETF-大型股與成長 | 0.84% | +0.14% | +8.14% | |
| 22 | V | Visa Inc-class A Shares | 股票-金融 | 0.78% | +0.03% | +5.51% | |
| 23 | GPN | Global Payments Inc | 股票-工業 | 0.78% | -0.78% | EXIT | |
| 24 | ETR | Entergy CORP | 股票-公用事業 | 0.76% | -0.11% | -0.59% | |
| 25 | HDB | Hdfc Bank Ltd-adr | 股票-金融 | 0.75% | -0.51% | +7.93% | |
| 26 | CRH | CRH plc | 股票-原物料 | 0.75% | -0.75% | EXIT | |
| 27 | AVGO | Broadcom Inc | 股票-科技 | 0.73% | +0.29% | +4.13% | |
| 28 | CAE | Cae Inc | 股票-其他 | 0.72% | -0.72% | EXIT | |
| 29 | TRGP | Targa Resources CORP | 股票-能源 | 0.71% | -0.11% | +3.98% | |
| 30 | FLEX | Flex Ltd. | 股票-科技 | 0.70% | -0.70% | EXIT | |
| 31 | TCOM | Trip.com Group Ltd-adr | 股票-循環性消費 | 0.69% | -0.69% | EXIT | |
| 32 | MA | Mastercard Inc - A | 股票-金融 | 0.69% | -0.01% | — | |
| 33 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.68% | +0.01% | -23.97% | |
| 34 | GEV | GE Vernova Inc | 股票-工業 | 0.65% | +0.07% | +4.20% | |
| 35 | RPRX | Royalty Pharma plc | 股票-醫療保健 | 0.60% | +0.01% | -7.64% | |
| 36 | ESI | Element Solutions Inc | 股票-原物料 | 0.60% | -0.01% | -1.41% | |
| 37 | UL | Unilever Plc-sponsored Adr | 股票-非循環性消費 | 0.59% | -0.59% | EXIT | |
| 38 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.57% | -0.21% | +19.11% | |
| 39 | ODFL | Old Dominion Freight Line | 股票-工業 | 0.55% | -0.14% | +0.82% | |
| 40 | EGP | Eastgroup Properties Inc | 股票-房地產 | 0.55% | -0.12% | -2.51% | |
| 41 | STE | STERIS plc | 股票-醫療保健 | 0.54% | -0.18% | +8.08% | |
| 42 | T | At&t Inc | 股票-通訊服務 | 0.52% | -0.15% | +2.76% | |
| 43 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.51% | +0.15% | +49.75% | |
| 44 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.51% | -0.18% | +34.83% | |
| 45 | LRCX | Lam Research CORP | 股票-科技 | 0.50% | +0.31% | +38.38% | |
| 46 | AMP | Ameriprise Financial Inc | 股票-金融 | 0.49% | -0.02% | +31.91% | |
| 47 | ABNB | Airbnb Inc-class A | 股票-循環性消費 | 0.49% | -0.06% | +15.96% | |
| 48 | ROL | Rollins Inc | 股票-循環性消費 | 0.48% | -0.22% | +0.01% | |
| 49 | OASC | Oneascent Enhanced Small And | ETF-其他 | 0.48% | +0.06% | +10.16% | |
| 50 | PLD | Prologis Inc | 股票-房地產 | 0.48% | -0.05% | -2.03% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | EQNR | Equinor Asa-spon Adr | +0.6% | -8.33% | 減碼 |
| 2 | OAIM | Oneascent Intl Eqty ETF | +0.3% | +13.35% | 加碼 |
| 3 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +14.73% | 加碼 |
| 4 | ASML | ASML Holding N.V. | +0.3% | +13.68% | 加碼 |
| 5 | AMZN | Amazon.com Inc | +0.2% | +44.13% | 加碼 |
| 6 | NVT | nVent Electric plc | +0.2% | +22.53% | 加碼 |
| 7 | GOOGL | Alphabet Inc-cl A | +0.2% | +28.21% | 加碼 |
| 8 | OACP | Oneascent Core Plus Bond ETF | +0.2% | +15.44% | 加碼 |
| 9 | LRCX | Lam Research CORP | +0.2% | +38.38% | 加碼 |
| 10 | TRGP | Targa Resources CORP | +0.2% | +3.98% | 加碼 |
| 11 | MSCI | Msci Inc | +0.2% | +88.41% | 加碼 |
| 12 | GEV | GE Vernova Inc | +0.2% | +4.20% | 加碼 |
| 13 | NDAQ | Nasdaq Inc | +0.1% | +42.89% | 加碼 |
| 14 | KLAC | Kla CORP | +0.1% | +1.22% | 加碼 |
| 15 | ESI | Element Solutions Inc | +0.1% | -1.41% | 減碼 |
| 16 | GOOG | Alphabet Inc-cl C | +0.1% | +49.75% | 加碼 |
| 17 | TIGO | Millicom International Cellular S.A. | +0.1% | +1.03% | 加碼 |
| 18 | VLO | Valero Energy CORP | +0.1% | -2.10% | 減碼 |
| 19 | ETR | Entergy CORP | +0.1% | -0.59% | 減碼 |
| 20 | MPC | Marathon Petroleum CORP | +0.1% | -0.29% | 減碼 |
| 21 | LBRT | Liberty Energy Inc | +0.1% | +1.62% | 加碼 |
| 22 | ODFL | Old Dominion Freight Line | +0.1% | +0.82% | 加碼 |
| 23 | G | Genpact Limited | +0.1% | +63.94% | 加碼 |
| 24 | XOM | Exxon Mobil CORP | +0.1% | +1.89% | 加碼 |
| 25 | WEC | Wec Energy Group Inc | +0.1% | +29.79% | 加碼 |
| 26 | VGSH | Vanguard Short-term Treasury | +0.1% | +7.45% | 加碼 |
| 27 | OAEM | Oneascent Emrg Markets ETF | +0.1% | +1.68% | 加碼 |
| 28 | INFY | Infosys Ltd-sp Adr | +0.1% | +51.36% | 加碼 |
| 29 | T | At&t Inc | +0.1% | +2.76% | 加碼 |
| 30 | NI | Nisource Inc | +0.1% | +14.49% | 加碼 |
| 31 | CAT | Caterpillar Inc | +0.1% | -0.17% | 減碼 |
| 32 | MPWR | Monolithic Power Systems Inc | +0.1% | +3.16% | 加碼 |
| 33 | AMP | Ameriprise Financial Inc | +0.1% | +31.91% | 加碼 |
| 34 | RPRX | Royalty Pharma plc | 0% | -7.64% | 減碼 |
| 35 | MRK | Merck & Co. Inc. | 0% | +2.15% | 加碼 |
| 36 | DTM | Dt Midstream Inc | 0% | +8.16% | 加碼 |
| 37 | F | Ford Motor Co | 0% | +45.71% | 加碼 |
| 38 | XPEV | XPeng Inc. | 0% | +2.42% | 加碼 |
| 39 | BMY | Bristol-myers Squibb Co | 0% | +1.21% | 加碼 |
| 40 | EQT | Eqt CORP | 0% | -1.73% | 減碼 |
| 41 | COST | Costco Wholesale CORP | 0% | +0.82% | 加碼 |
| 42 | TT | Trane Technologies plc | 0% | +1.14% | 加碼 |
| 43 | FLEX | Flex Ltd. | 0% | +1.03% | 加碼 |
| 44 | OASC | Oneascent Enhanced Small And | 0% | +10.16% | 加碼 |
| 45 | APP | Applovin Corp-class A | 0% | +87.50% | 加碼 |
| 46 | GILD | Gilead Sciences Inc | 0% | +1.78% | 加碼 |
| 47 | TCOM | Trip.com Group Ltd-adr | 0% | +54.63% | 加碼 |
| 48 | ABNB | Airbnb Inc-class A | 0% | +15.96% | 加碼 |
| 49 | BPOP | Popular Inc | 0% | -0.03% | 減碼 |
| 50 | BKNG | Booking Holdings Inc | 0% | +34.83% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，OneAscent Investment Solutions LLC 在 Q1 2026 季度的美股持倉總市值約為 US$1.1億，共申報了 128 個公開持股部位。
在 Q1 2026 季度，OneAscent Investment Solutions LLC 按市值排列的前三大核心持股分別為：VGIT (16.0%)、VGSH (5.6%)、VMBS (5.0%)。其中最大持股部位 VGIT 佔據整體投資組合約 16.0% 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
UL
市值: US$59.0萬
本季最大獲利了結 / 清倉標的
ROP
前期市值: US$52.3萬
在 Q1 2026 季度中，OneAscent Investment Solutions LLC 共進行了 130 項持倉異動，包含新建倉 12 個部位、加碼 75 個部位、減碼 38 個部位以及清倉 5 個部位。 其中最大新建倉標的為 UL。 本季清倉部位包含 ROP。
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。