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: 0002064920
申報總市值
US$1.3億
US$1.3億
40 檔
28.6%
在 Q2 2026 的 13F 官方備案中，Pacific Capital Partners Ltd 管理的美股投資組合規模來到 US$1.3億，整體持股檔數為 40 檔。
Pacific Capital Partners Ltd 於 Q2 2026 展現出進攻型調倉步調，本季推動了 10 檔股票的新建倉與 14 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。
從部位權重觀察，前 5 大標的（包含 BRK-A, PGR, AZO）累計市值佔比達 28.6%，是驅動 Pacific Capital Partners Ltd 該季度整體投資組合績效表現的核心支柱。
本季最大新建倉標的
RGLD
市值: US$341.0萬
本季最大獲利了結 / 清倉標的
UNP
前期市值: US$458.1萬
| # | 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 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 10.37% | -1.91% | — | |
| 2 | PGR | Progressive CORP | 股票-金融 | 6.03% | +2.03% | -8.27% | |
| 3 | AZO | Autozone Inc | 股票-循環性消費 | 5.83% | -1.65% | — | |
| 4 | SCHW | Schwab (charles) CORP | 股票-金融 | 5.35% | -0.78% | — | |
| 5 | MIDD | Middleby CORP | 股票-工業 | 5.16% | -1.40% | -26.78% | |
| 6 | AMD | Advanced Micro Devices | 股票-科技 | 4.58% | +1.19% | -60.28% | |
| 7 | COO | Cooper Cos Inc/the | 股票-醫療保健 | 3.14% | -1.70% | +91.88% | |
| 8 | SPHR | Sphere Entertainment Co | 股票-通訊服務 | 3.11% | -1.99% | -14.84% | |
| 9 | LYV | Live Nation Entertainment In | 股票-通訊服務 | 3.10% | -0.60% | +54.13% | |
| 10 | RGLD | Royal Gold Inc | 股票-原物料 | 2.95% | -0.16% | — | |
| 11 | AMAT | Applied Materials Inc | 股票-科技 | 2.82% | +0.62% | -59.01% | |
| 12 | FWONK | Liberty Media Corp-formula-c | 股票-通訊服務 | 2.70% | -0.41% | +545.03% | |
| 13 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.65% | +0.25% | +60.46% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 2.62% | -0.23% | — | |
| 15 | NVDA | Nvidia CORP | 股票-科技 | 2.59% | +1.70% | -40.56% | |
| 16 | WAT | Waters CORP | 股票-醫療保健 | 2.56% | +0.17% | +28.58% | |
| 17 | BF-B | Brown-forman Corp-class B | 股票-其他 | 2.55% | +0.70% | — | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 2.52% | +1.55% | +107.59% | |
| 19 | WT | Wisdomtree Inc | 股票-其他 | 2.38% | +2.39% | — | |
| 20 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.34% | -0.64% | +103.88% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.16% | -0.26% | +95.44% | |
| 22 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.08% | -0.33% | +54.66% | |
| 23 | IBKR | Interactive Brokers Gro-cl A | 股票-金融 | 1.95% | -0.28% | — | |
| 24 | KLAC | Kla CORP | 股票-科技 | 1.76% | -1.76% | EXIT | |
| 25 | ITT | Itt Inc | 股票-工業 | 1.73% | +0.18% | +54.45% | |
| 26 | AJG | Arthur J Gallagher & Co | 股票-金融 | 1.65% | -1.14% | — | |
| 27 | EYE | National Vision Holdings Inc | 股票-其他 | 1.59% | +0.21% | — | |
| 28 | AVGO | Broadcom Inc | 股票-科技 | 1.22% | -0.54% | — | |
| 29 | SOLV | Solventum CORP | 股票-醫療保健 | 1.15% | -0.27% | -16.67% | |
| 30 | WST | West Pharmaceutical Services | 股票-醫療保健 | 1.15% | -0.44% | — | |
| 31 | MU | Micron Technology Inc | 股票-科技 | 1.14% | — | — | |
| 32 | SIRI | Sirius Xm Holdings Inc | 股票-通訊服務 | 1.09% | -0.26% | — | |
| 33 | MDLN | Medline Inc-cl A | 股票-其他 | 1.03% | -0.47% | — | |
| 34 | INTU | Intuit Inc | 股票-科技 | 0.94% | -0.08% | +78.04% | |
| 35 | NFLX | Netflix Inc | 股票-通訊服務 | 0.87% | -0.24% | — | |
| 36 | RYAN | Ryan Specialty Holdings Inc | 股票-金融 | 0.75% | -0.75% | EXIT | |
| 37 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.66% | +0.96% | -21.86% | |
| 38 | CSGP | Costar Group Inc | 股票-房地產 | 0.65% | +0.45% | +53.52% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.55% | -0.55% | EXIT | |
| 40 | TDW | Tidewater Inc | 股票-能源 | 0.51% | -0.51% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | RGLD | Royal Gold Inc | +3% | NEW | 新建倉 |
| 2 | V | Visa Inc-class A Shares | +2.6% | NEW | 新建倉 |
| 3 | WT | Wisdomtree Inc | +2.4% | NEW | 新建倉 |
| 4 | FWONK | Liberty Media Corp-formula-c | +2.3% | +545.03% | 加碼 |
| 5 | EYE | National Vision Holdings Inc | +1.6% | NEW | 新建倉 |
| 6 | LLY | Eli Lilly & Co | +1.3% | +103.88% | 加碼 |
| 7 | COO | Cooper Cos Inc/the | +1.3% | +91.88% | 加碼 |
| 8 | AVGO | Broadcom Inc | +1.2% | NEW | 新建倉 |
| 9 | LYV | Live Nation Entertainment In | +1.2% | +54.13% | 加碼 |
| 10 | WST | West Pharmaceutical Services | +1.2% | NEW | 新建倉 |
| 11 | MSFT | Microsoft CORP | +1.1% | +107.59% | 加碼 |
| 12 | MU | Micron Technology Inc | +1.1% | NEW | 新建倉 |
| 13 | SIRI | Sirius Xm Holdings Inc | +1.1% | NEW | 新建倉 |
| 14 | JPM | Jpmorgan Chase & Co | +1% | +95.44% | 加碼 |
| 15 | MDLN | Medline Inc-cl A | +1% | NEW | 新建倉 |
| 16 | AMZN | Amazon.com Inc | +1% | +60.46% | 加碼 |
| 17 | NFLX | Netflix Inc | +0.9% | NEW | 新建倉 |
| 18 | GOOG | Alphabet Inc-cl C | +0.8% | +54.66% | 加碼 |
| 19 | WAT | Waters CORP | +0.8% | +28.58% | 加碼 |
| 20 | ITT | Itt Inc | +0.5% | +54.45% | 加碼 |
| 21 | SPHR | Sphere Entertainment Co | +0.3% | -14.84% | 減碼 |
| 22 | IBKR | Interactive Brokers Gro-cl A | +0.2% | — | 不變 |
| 23 | KLAC | Kla CORP | +0.1% | +504.04% | 加碼 |
| 24 | RYAN | Ryan Specialty Holdings Inc | +0.1% | +11.31% | 加碼 |
| 25 | AMD | Advanced Micro Devices | 0% | -60.28% | 減碼 |
| 26 | CSGP | Costar Group Inc | 0% | +53.52% | 加碼 |
| 27 | INTU | Intuit Inc | -0.1% | +78.04% | 加碼 |
| 28 | AJG | Arthur J Gallagher & Co | -0.1% | — | 不變 |
| 29 | SOLV | Solventum CORP | -0.2% | -16.67% | 減碼 |
| 30 | META | Meta Platforms Inc-class A | -0.3% | -21.86% | 減碼 |
| 31 | BF-B | Brown-forman Corp-class B | -0.3% | — | 不變 |
| 32 | AMT | American Tower CORP | -0.7% | EXIT | 清倉 |
| 33 | PGR | Progressive CORP | -0.8% | -8.27% | 減碼 |
| 34 | INTC | Intel CORP | -0.8% | EXIT | 清倉 |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | -0.9% | -57.27% | 減碼 |
| 36 | SCHW | Schwab (charles) CORP | -0.9% | — | 不變 |
| 37 | AMAT | Applied Materials Inc | -0.9% | -59.01% | 減碼 |
| 38 | TDW | Tidewater Inc | -0.9% | -48.12% | 減碼 |
| 39 | BRK-A | Berkshire Hathaway Inc-cl A | -1% | — | 不變 |
| 40 | AKAM | Akamai Technologies Inc | -1% | EXIT | 清倉 |
| 41 | MIDD | Middleby CORP | -1% | -26.78% | 減碼 |
| 42 | AZO | Autozone Inc | -1.2% | — | 不變 |
| 43 | SAP | Sap Se-sponsored Adr | -1.4% | EXIT | 清倉 |
| 44 | NVDA | Nvidia CORP | -1.8% | -40.56% | 減碼 |
| 45 | BDX | Becton Dickinson And Co | -2.6% | EXIT | 清倉 |
| 46 | CHTR | Charter Communications Inc-a | -3.4% | EXIT | 清倉 |
| 47 | CMCSA | Comcast Corp-class A | -3.4% | EXIT | 清倉 |
| 48 | UNP | Union Pacific CORP | -4.5% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Pacific Capital Partners Ltd 在 Q2 2026 季度的美股持倉總市值約為 US$1.3億，共申報了 40 個公開持股部位。
在 Q2 2026 季度，Pacific Capital Partners Ltd 按市值排列的前三大核心持股分別為：BRK-A (10.4%)、PGR (6.0%)、AZO (5.8%)。其中最大持股部位 BRK-A 佔據整體投資組合約 10.4% 的權重。
在 Q2 2026 季度中，Pacific Capital Partners Ltd 共進行了 42 項持倉異動，包含新建倉 10 個部位、加碼 14 個部位、減碼 10 個部位以及清倉 8 個部位。 其中最大新建倉標的為 RGLD。 本季清倉部位包含 UNP。
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。