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: 0001801263
申報總市值
US$18.0億
US$18.0億
434 檔
23.5%
截至 Q1 2026 季度末，Parcion Private Wealth LLC 的美股持倉估值約為 US$18.0億，全數申報部位共有 434 檔。
Parcion Private Wealth LLC 在 Q1 2026 進行了結構性的板塊輪動與部位換股。在開立 42 個全新部位及加碼 56 檔持股的同時，亦同步清倉 34 檔並減碼 67 檔標的。
整體而言，Parcion Private Wealth LLC 的前 5 大持股（包含 IEFA, DFEM, GLDM）貢獻了組合市值的 23.5%，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 434 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 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 9.90% | -2.75% | +73.63% | |
| 2 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 5.73% | +0.14% | -2.58% | |
| 3 | GLDM | Spdr Gold Minishares Trust | ETF-避險與商品 | 3.59% | -0.82% | -5.38% | |
| 4 | AIRR | First Trust Rba American Ind | ETF-其他 | 3.54% | +0.16% | -15.27% | |
| 5 | MUB | Ishares National Muni Bond E | ETF-其他 | 3.46% | -0.45% | +3.53% | |
| 6 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 3.15% | -0.14% | +15.08% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.98% | +0.33% | -4.26% | |
| 8 | DBMF | Imgp Dbi Managed Futures Str | ETF-其他 | 2.86% | -0.29% | -1.66% | |
| 9 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 2.66% | -0.08% | — | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 2.37% | +0.13% | -7.20% | |
| 11 | AAPL | Apple Inc | 股票-科技 | 2.36% | +0.09% | -6.23% | |
| 12 | COIN | Coinbase Global Inc -class A | 股票-金融 | 2.17% | -0.54% | +0.04% | |
| 13 | IAU | Ishares Gold Trust | ETF-避險與商品 | 1.80% | -0.46% | -1.62% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.76% | -0.11% | +3.27% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.66% | +0.16% | -3.07% | |
| 16 | PCAR | Paccar Inc | 股票-工業 | 1.63% | -0.13% | -15.94% | |
| 17 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.63% | -0.10% | +42.14% | |
| 18 | BAI | Ishrs Ai In And Tech Act ETF | ETF-科技型 | 1.46% | +0.36% | -30.98% | |
| 19 | IBTM | Ishares Ibnds Dec 2032 Tt | ETF-其他 | 1.27% | -1.27% | EXIT | |
| 20 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 1.22% | -0.04% | +1.76% | |
| 21 | QLTA | Ishares Aaa - A Rated Corpor | ETF-其他 | 1.21% | -0.09% | +3.09% | |
| 22 | AVGO | Broadcom Inc | 股票-科技 | 1.11% | +0.08% | -0.60% | |
| 23 | KLAC | Kla CORP | 股票-科技 | 0.98% | +0.75% | -3.82% | |
| 24 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.95% | +0.10% | -5.25% | |
| 25 | WY | Weyerhaeuser Co | 股票-房地產 | 0.86% | -0.10% | +0.25% | |
| 26 | CVX | Chevron CORP | 股票-能源 | 0.76% | -0.18% | +1.10% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.76% | +0.01% | -1.35% | |
| 28 | AMGN | Amgen Inc | 股票-醫療保健 | 0.61% | -0.04% | -1.67% | |
| 29 | ETN | Eaton Corporation plc | 股票-工業 | 0.58% | +0.02% | -11.26% | |
| 30 | COWZ | Pacer US Cash Cows 100 ETF | ETF-其他 | 0.57% | -0.04% | +4.15% | |
| 31 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.56% | -0.02% | -1.68% | |
| 32 | FBTC | Fidelity Wise Origin Bitcoin | ETF-加密貨幣 | 0.55% | -0.09% | +2.42% | |
| 33 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.55% | -0.08% | -1.32% | |
| 34 | ORCL | Oracle CORP | 股票-科技 | 0.54% | -0.04% | -1.20% | |
| 35 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.52% | +0.01% | -1.48% | |
| 36 | LIN | Linde plc | 股票-原物料 | 0.52% | -0.03% | +0.63% | |
| 37 | CMI | Cummins Inc | 股票-工業 | 0.50% | +0.09% | -3.69% | |
| 38 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.50% | -0.41% | -3.31% | |
| 39 | BLK | Blackrock Inc | 股票-金融 | 0.50% | -0.05% | +0.46% | |
| 40 | GRMN | Garmin Ltd. | 股票-科技 | 0.49% | -0.04% | -2.26% | |
| 41 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.49% | -0.05% | +3.88% | |
| 42 | FBND | Fidelity Total Bond ETF | ETF-其他 | 0.46% | -0.03% | +2.14% | |
| 43 | LPX | Louisiana-pacific CORP | 股票-工業 | 0.46% | -0.01% | -0.03% | |
| 44 | RMD | Resmed Inc | 股票-醫療保健 | 0.44% | -0.10% | -2.60% | |
| 45 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.43% | -0.08% | -2.84% | |
| 46 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.42% | -0.09% | -1.76% | |
| 47 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.42% | +0.07% | +9.11% | |
| 48 | ALSN | Allison Transmission Holding | 股票-循環性消費 | 0.41% | -0.12% | -2.36% | |
| 49 | EQIX | Equinix Inc | 股票-房地產 | 0.40% | -0.01% | +2.12% | |
| 50 | OSK | Oshkosh CORP | 股票-工業 | 0.40% | -0.33% | -2.08% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | +4.4% | +73.63% | 加碼 |
| 2 | AVUV | Avantis US Small Cap Value | +0.7% | +15.08% | 加碼 |
| 3 | RSP | Invesco S&p 500 Equal Weight | +0.5% | +42.14% | 加碼 |
| 4 | PNC | Pnc Financial Services Group | +0.3% | +567.55% | 加碼 |
| 5 | CVX | Chevron CORP | +0.2% | +1.10% | 加碼 |
| 6 | DBMF | Imgp Dbi Managed Futures Str | +0.2% | -1.66% | 減碼 |
| 7 | DFEM | Dimensional Emrg Mrkt Core | +0.2% | -2.58% | 減碼 |
| 8 | ROP | Roper Technologies Inc | +0.2% | +1101.75% | 加碼 |
| 9 | MPC | Marathon Petroleum CORP | +0.2% | -3.31% | 減碼 |
| 10 | KLAC | Kla CORP | +0.2% | -3.82% | 減碼 |
| 11 | GLDM | Spdr Gold Minishares Trust | +0.2% | -5.38% | 減碼 |
| 12 | IAU | Ishares Gold Trust | +0.2% | -1.62% | 減碼 |
| 13 | MUB | Ishares National Muni Bond E | +0.2% | +3.53% | 加碼 |
| 14 | EQIX | Equinix Inc | +0.1% | +2.12% | 加碼 |
| 15 | VEA | Vanguard Ftse Developed ETF | +0.1% | +284.84% | 加碼 |
| 16 | LIN | Linde plc | +0.1% | +0.63% | 加碼 |
| 17 | DOW | Dow Inc | +0.1% | +8.03% | 加碼 |
| 18 | ALSN | Allison Transmission Holding | +0.1% | -2.36% | 減碼 |
| 19 | MPWR | Monolithic Power Systems Inc | +0.1% | -0.54% | 減碼 |
| 20 | GRMN | Garmin Ltd. | +0.1% | -2.26% | 減碼 |
| 21 | STIP | Ishares 0-5 Year Tips Bond E | +0.1% | +1.76% | 加碼 |
| 22 | OSK | Oshkosh CORP | +0.1% | -2.08% | 減碼 |
| 23 | FCX | Freeport-mcmoran Inc | +0.1% | +0.60% | 加碼 |
| 24 | VRT | Vertiv Holdings Co-a | +0.1% | +9.81% | 加碼 |
| 25 | DE | Deere & Co | +0.1% | +0.88% | 加碼 |
| 26 | COWZ | Pacer US Cash Cows 100 ETF | +0.1% | +4.15% | 加碼 |
| 27 | BAND | Bandwidth Inc-class A | +0.1% | +3.23% | 加碼 |
| 28 | KR | Kroger Co | +0.1% | -2.67% | 減碼 |
| 29 | ROST | Ross Stores Inc | +0.1% | +0.72% | 加碼 |
| 30 | KO | Coca-cola Co/the | +0.1% | -1.68% | 減碼 |
| 31 | WMT | Walmart Inc | 0% | +31.02% | 加碼 |
| 32 | PSX | Phillips 66 | 0% | -1.63% | 減碼 |
| 33 | XOM | Exxon Mobil CORP | 0% | +2.34% | 加碼 |
| 34 | Q | Qnity Electronics Inc | 0% | +3.64% | 加碼 |
| 35 | LMT | Lockheed Martin CORP | 0% | +2.21% | 加碼 |
| 36 | FIX | Comfort Systems USA Inc | 0% | +1.95% | 加碼 |
| 37 | AMGN | Amgen Inc | 0% | -1.67% | 減碼 |
| 38 | NFLX | Netflix Inc | 0% | +26.65% | 加碼 |
| 39 | EIX | Edison International | 0% | +21.56% | 加碼 |
| 40 | WY | Weyerhaeuser Co | 0% | +0.25% | 加碼 |
| 41 | QLTA | Ishares Aaa - A Rated Corpor | 0% | +3.09% | 加碼 |
| 42 | COP | Conocophillips | 0% | +0.01% | 加碼 |
| 43 | CTVA | Corteva Inc | 0% | +0.59% | 加碼 |
| 44 | GEV | GE Vernova Inc | 0% | +11.28% | 加碼 |
| 45 | JNJ | Johnson & Johnson | 0% | +4.23% | 加碼 |
| 46 | SNDK | Sandisk CORP | 0% | -24.71% | 減碼 |
| 47 | MRK | Merck & Co. Inc. | 0% | -0.12% | 減碼 |
| 48 | MU | Micron Technology Inc | 0% | +21.86% | 加碼 |
| 49 | WMB | Williams Cos Inc | 0% | +0.45% | 加碼 |
| 50 | SRE | Sempra | 0% | -0.30% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Parcion Private Wealth LLC 在 Q1 2026 季度的美股持倉總市值約為 US$18.0億，共申報了 434 個公開持股部位。
在 Q1 2026 季度，Parcion Private Wealth LLC 按市值排列的前三大核心持股分別為：IEFA (9.9%)、DFEM (5.7%)、GLDM (3.6%)。其中最大持股部位 IEFA 佔據整體投資組合約 9.9% 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
XLRE
市值: US$4290.1萬
本季最大獲利了結 / 清倉標的
IGV
前期市值: US$414.9萬
在 Q1 2026 季度中，Parcion Private Wealth LLC 共進行了 199 項持倉異動，包含新建倉 42 個部位、加碼 56 個部位、減碼 67 個部位以及清倉 34 個部位。 其中最大新建倉標的為 XLRE。 本季清倉部位包含 IGV。
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。