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: 0002026926
申報總市值
US$8.4億
US$8.4億
214 檔
14.1%
在 Q1 2026 申報期間，Parr Mcknight Wealth Management Group, LLC（CIK: 0002026926）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$8.4億，共持有 214 個公開申報部位。
觀察 Q1 2026 的資金脈絡，Parr Mcknight Wealth Management Group, LLC 在獲利結算 39 檔個股的同時，將資本重新部署至 29 檔新選標的，展現主動管理機構的輪動節奏。
在資產配置集中度方面，Parr Mcknight Wealth Management Group, LLC 的前 5 大核心持股（包含 IVV, AAPL, MSFT 等）合計佔整體申報市值的 14.1%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 214 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 4.60% | +0.35% | +1.31% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.02% | +0.13% | +2.11% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.37% | +0.05% | +5.42% | |
| 4 | BND | Vanguard Total Bond Market | ETF-其他 | 1.84% | -0.18% | -10.51% | |
| 5 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 1.81% | -0.09% | +5.93% | |
| 6 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 1.74% | -0.17% | -5.71% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.74% | +0.28% | +5.29% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.69% | +0.02% | -1.23% | |
| 9 | AVGO | Broadcom Inc | 股票-科技 | 1.68% | +0.19% | +5.41% | |
| 10 | CVX | Chevron CORP | 股票-能源 | 1.63% | -0.72% | -16.14% | |
| 11 | ADI | Analog Devices Inc | 股票-科技 | 1.53% | +0.14% | -7.77% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.52% | +0.54% | +4.04% | |
| 13 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.52% | +0.06% | -3.08% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.45% | +0.09% | +3.19% | |
| 15 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.37% | +0.44% | +52.95% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.36% | -0.28% | +0.93% | |
| 17 | GSLC | Goldman Activebeta US Lc ETF | ETF-避險與商品 | 1.26% | -0.18% | +0.85% | |
| 18 | CSCO | Cisco Systems Inc | 股票-科技 | 1.23% | +0.29% | +28.57% | |
| 19 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.12% | -0.03% | +13.09% | |
| 20 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.09% | -0.05% | +9.41% | |
| 21 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.05% | -0.08% | -23.24% | |
| 22 | PYLD | Pimco Multisector Bond Actv | ETF-其他 | 0.99% | -0.01% | +15.88% | |
| 23 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.97% | +0.41% | +29.53% | |
| 24 | ECL | Ecolab Inc | 股票-原物料 | 0.97% | -0.06% | -4.65% | |
| 25 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.97% | -0.04% | -10.41% | |
| 26 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 0.94% | -0.06% | +1.53% | |
| 27 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.92% | +0.02% | -1.34% | |
| 28 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.90% | -0.09% | +43.61% | |
| 29 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.89% | +0.22% | +6.66% | |
| 30 | BLK | Blackrock Inc | 股票-金融 | 0.86% | -0.05% | +1.36% | |
| 31 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.85% | +0.09% | — | |
| 32 | ITW | Illinois Tool Works | 股票-工業 | 0.84% | -0.30% | -8.76% | |
| 33 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-其他 | 0.83% | +0.08% | — | |
| 34 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.80% | -0.24% | -9.59% | |
| 35 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-其他 | 0.77% | -0.03% | +12.11% | |
| 36 | BSCR | Invesco Bulletshares 2027 Cb | ETF-其他 | 0.77% | -0.03% | +11.57% | |
| 37 | BSCU | Invesco Bulletshares 2030 Cb | ETF-其他 | 0.77% | -0.03% | +38.85% | |
| 38 | BSCS | Invesco Bulletshares 2028 Cb | ETF-其他 | 0.77% | -0.03% | +11.71% | |
| 39 | BSCT | Invesco Bulletshares 2029 Cb | ETF-其他 | 0.77% | -0.04% | +11.49% | |
| 40 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.77% | +0.02% | -8.42% | |
| 41 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.75% | +0.38% | +452.53% | |
| 42 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.73% | -0.05% | -6.73% | |
| 43 | CEG | Constellation Energy | 股票-公用事業 | 0.72% | -0.36% | +21.31% | |
| 44 | WEC | Wec Energy Group Inc | 股票-公用事業 | 0.70% | -0.05% | +0.10% | |
| 45 | NVDA | Nvidia CORP | 股票-科技 | 0.69% | +0.03% | +3.09% | |
| 46 | LIN | Linde plc | 股票-原物料 | 0.66% | +0.20% | -6.76% | |
| 47 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.66% | -0.33% | +4.96% | |
| 48 | PSX | Phillips 66 | 股票-能源 | 0.65% | -0.04% | -24.82% | |
| 49 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.64% | -0.05% | -7.10% | |
| 50 | AMGN | Amgen Inc | 股票-醫療保健 | 0.64% | — | -7.19% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | +0.6% | +452.53% | 加碼 |
| 2 | KO | Coca-cola Co/the | +0.4% | +493.95% | 加碼 |
| 3 | PLD | Prologis Inc | +0.4% | +219.98% | 加碼 |
| 4 | COST | Costco Wholesale CORP | +0.4% | +43.61% | 加碼 |
| 5 | META | Meta Platforms Inc-class A | +0.3% | +52.95% | 加碼 |
| 6 | ING | Ing Groep N.v.-sponsored Adr | +0.3% | +954.07% | 加碼 |
| 7 | CSCO | Cisco Systems Inc | +0.3% | +28.57% | 加碼 |
| 8 | FAST | Fastenal Co | +0.3% | +106.83% | 加碼 |
| 9 | IEMG | Ishares Core Msci Emerging | +0.3% | +29.53% | 加碼 |
| 10 | TMO | Thermo Fisher Scientific Inc | +0.3% | +764.80% | 加碼 |
| 11 | DIS | Walt Disney Co/the | +0.2% | +273.73% | 加碼 |
| 12 | CP | Canadian Pacific Kansas City | +0.2% | +99.94% | 加碼 |
| 13 | BSCU | Invesco Bulletshares 2030 Cb | +0.2% | +38.85% | 加碼 |
| 14 | PMBS | Pimco Mbs Active ETF | +0.2% | +112.56% | 加碼 |
| 15 | CVX | Chevron CORP | +0.2% | -16.14% | 減碼 |
| 16 | JNJ | Johnson & Johnson | +0.2% | -3.08% | 減碼 |
| 17 | CRM | Salesforce Inc | +0.2% | +305.82% | 加碼 |
| 18 | EOG | Eog Resources Inc | +0.2% | +35.47% | 加碼 |
| 19 | KDP | Keurig Dr Pepper Inc | +0.2% | +164.36% | 加碼 |
| 20 | ZTS | Zoetis Inc | +0.1% | +113.79% | 加碼 |
| 21 | MDLZ | Mondelez International Inc-a | +0.1% | +123.05% | 加碼 |
| 22 | BNDX | Vanguard Total Intl Bond ETF | +0.1% | +13.09% | 加碼 |
| 23 | PYLD | Pimco Multisector Bond Actv | +0.1% | +15.88% | 加碼 |
| 24 | ADI | Analog Devices Inc | +0.1% | -7.77% | 減碼 |
| 25 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +5.29% | 加碼 |
| 26 | BSV | Vanguard Short-term Bond ETF | +0.1% | +9.41% | 加碼 |
| 27 | BOND | Pimco Active Bond Exchange-t | +0.1% | +5.93% | 加碼 |
| 28 | BSCQ | Invesco Bulletshares 2026 Cb | +0.1% | +12.11% | 加碼 |
| 29 | PEP | Pepsico Inc | +0.1% | +4.96% | 加碼 |
| 30 | BSCR | Invesco Bulletshares 2027 Cb | +0.1% | +11.57% | 加碼 |
| 31 | BSCS | Invesco Bulletshares 2028 Cb | +0.1% | +11.71% | 加碼 |
| 32 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +6.66% | 加碼 |
| 33 | PDBC | Invesco Optimum Yield Divers | +0.1% | -2.94% | 減碼 |
| 34 | BSCT | Invesco Bulletshares 2029 Cb | +0.1% | +11.49% | 加碼 |
| 35 | VOO | Vanguard S&p 500 ETF | +0.1% | +41.49% | 加碼 |
| 36 | GLW | Corning Inc | +0.1% | -0.21% | 減碼 |
| 37 | QCOM | Qualcomm Inc | +0.1% | +52.97% | 加碼 |
| 38 | LMT | Lockheed Martin CORP | +0.1% | +10.07% | 加碼 |
| 39 | BITB | Bitwise Bitcoin ETF | +0.1% | +138.72% | 加碼 |
| 40 | WEC | Wec Energy Group Inc | +0.1% | +0.10% | 加碼 |
| 41 | MSI | Motorola Solutions Inc | +0.1% | +5.75% | 加碼 |
| 42 | CSL | Carlisle Cos Inc | +0.1% | +83.89% | 加碼 |
| 43 | LHX | L3harris Technologies Inc | +0.1% | -5.51% | 減碼 |
| 44 | GWW | Ww Grainger Inc | +0.1% | +6.08% | 加碼 |
| 45 | LIN | Linde plc | +0.1% | -6.76% | 減碼 |
| 46 | NEE | Nextera Energy Inc | +0.1% | -8.42% | 減碼 |
| 47 | WMT | Walmart Inc | +0.1% | -3.19% | 減碼 |
| 48 | AMT | American Tower CORP | 0% | +26.46% | 加碼 |
| 49 | BLV | Vanguard Long-term Bond ETF | 0% | +10.84% | 加碼 |
| 50 | BIV | Vanguard Intermediate-term B | 0% | +9.96% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Parr Mcknight Wealth Management Group, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$8.4億，共申報了 214 個公開持股部位。
在 Q1 2026 季度，Parr Mcknight Wealth Management Group, LLC 按市值排列的前三大核心持股分別為：IVV (4.6%)、AAPL (4.0%)、MSFT (3.4%)。其中最大持股部位 IVV 佔據整體投資組合約 4.6% 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
IJK
市值: US$649.7萬
本季最大獲利了結 / 清倉標的
VIGI
前期市值: US$525.2萬
在 Q1 2026 季度中，Parr Mcknight Wealth Management Group, LLC 共進行了 197 項持倉異動，包含新建倉 29 個部位、加碼 71 個部位、減碼 58 個部位以及清倉 39 個部位。 其中最大新建倉標的為 IJK。 本季清倉部位包含 VIGI。
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。