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: 0001841768
申報總市值
US$2.6億
US$2.6億
185 檔
18.2%
截至 Q1 2026 季度末，Patron Partners, LLC 的美股持倉估值約為 US$2.6億，全數申報部位共有 185 檔。
Patron Partners, LLC 在 Q1 2026 進行了結構性的板塊輪動與部位換股。在開立 15 個全新部位及加碼 80 檔持股的同時，亦同步清倉 8 檔並減碼 70 檔標的。
檢視投資組合結構，前 5 大主力部位（包含 PB, NVDA, AAPL）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 | PB | Prosperity Bancshares Inc | 股票-金融 | 6.89% | -0.37% | -0.46% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 4.19% | -0.02% | +1.08% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.18% | -0.05% | -0.57% | |
| 4 | VV | Vanguard Large-cap ETF | ETF-其他 | 3.04% | +0.14% | -4.38% | |
| 5 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.58% | -0.47% | -2.01% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.58% | -0.01% | -8.15% | |
| 7 | XOM | Exxon Mobil CORP | 股票-能源 | 2.42% | -0.75% | +2.17% | |
| 8 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.29% | +0.55% | +0.07% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.14% | -0.27% | -7.75% | |
| 10 | OALC | Oneascent Large Cap Core | ETF-大型股與成長 | 1.96% | +0.36% | +9.22% | |
| 11 | OACP | Oneascent Core Plus Bond ETF | ETF-其他 | 1.77% | -0.08% | +22.57% | |
| 12 | AVGO | Broadcom Inc | 股票-科技 | 1.70% | +0.12% | +2.09% | |
| 13 | CVX | Chevron CORP | 股票-能源 | 1.49% | -0.50% | -8.32% | |
| 14 | AMGN | Amgen Inc | 股票-醫療保健 | 1.48% | -0.22% | +2.82% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.36% | +0.14% | +3.35% | |
| 16 | WMT | Walmart Inc | 股票-非循環性消費 | 1.36% | -0.27% | -8.23% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.30% | +0.15% | -3.38% | |
| 18 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.12% | -0.06% | +0.05% | |
| 19 | MA | Mastercard Inc - A | 股票-金融 | 1.12% | -0.14% | -2.34% | |
| 20 | GWW | Ww Grainger Inc | 股票-工業 | 1.09% | +0.09% | +0.53% | |
| 21 | GLW | Corning Inc | 股票-科技 | 1.08% | +0.71% | +0.79% | |
| 22 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.01% | -0.20% | -6.14% | |
| 23 | OAIM | Oneascent Intl Eqty ETF | ETF-其他 | 1.00% | +0.05% | +15.01% | |
| 24 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.95% | -0.19% | +4.49% | |
| 25 | IQLT | Ishares Msci International Q | ETF-其他 | 0.91% | -0.07% | -5.30% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.91% | — | -2.27% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.88% | +0.12% | -1.08% | |
| 28 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.85% | +0.05% | +9.44% | |
| 29 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.79% | -0.10% | +7.59% | |
| 30 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.76% | -0.25% | -6.10% | |
| 31 | MAR | Marriott International -cl A | 股票-循環性消費 | 0.76% | +0.18% | +12.88% | |
| 32 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.73% | +0.02% | -2.03% | |
| 33 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.71% | +0.05% | -1.52% | |
| 34 | LMT | Lockheed Martin CORP | 股票-工業 | 0.71% | -0.18% | +13.08% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.70% | -0.06% | +1.63% | |
| 36 | CMI | Cummins Inc | 股票-工業 | 0.70% | +0.13% | +3.63% | |
| 37 | ETN | Eaton Corporation plc | 股票-工業 | 0.68% | +0.11% | +26.89% | |
| 38 | NFLX | Netflix Inc | 股票-通訊服務 | 0.66% | -0.28% | -3.02% | |
| 39 | OAEM | Oneascent Emrg Markets ETF | ETF-其他 | 0.64% | +0.10% | +13.48% | |
| 40 | JMBS | Janus Henderson Mortg Backed | ETF-其他 | 0.64% | -0.19% | -1.48% | |
| 41 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.63% | -0.12% | +10.18% | |
| 42 | CSCO | Cisco Systems Inc | 股票-科技 | 0.63% | +0.26% | +11.32% | |
| 43 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.62% | -0.07% | -1.49% | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.61% | -0.22% | -27.53% | |
| 45 | HD | Home Depot Inc | 股票-循環性消費 | 0.61% | -0.04% | +5.97% | |
| 46 | PWR | Quanta Services Inc | 股票-工業 | 0.60% | +0.15% | +19.17% | |
| 47 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.59% | +0.16% | +28.55% | |
| 48 | GEV | GE Vernova Inc | 股票-工業 | 0.57% | +0.37% | +274.49% | |
| 49 | V | Visa Inc-class A Shares | 股票-金融 | 0.54% | +0.01% | +0.12% | |
| 50 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.53% | -0.12% | +3.44% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +0.7% | +2.17% | 加碼 |
| 2 | GEV | GE Vernova Inc | +0.5% | +274.49% | 加碼 |
| 3 | GLW | Corning Inc | +0.4% | +0.79% | 加碼 |
| 4 | OACP | Oneascent Core Plus Bond ETF | +0.3% | +22.57% | 加碼 |
| 5 | CVX | Chevron CORP | +0.3% | -8.32% | 減碼 |
| 6 | COST | Costco Wholesale CORP | +0.3% | -2.01% | 減碼 |
| 7 | MU | Micron Technology Inc | +0.2% | +144.16% | 加碼 |
| 8 | PWR | Quanta Services Inc | +0.2% | +19.17% | 加碼 |
| 9 | LMT | Lockheed Martin CORP | +0.2% | +13.08% | 加碼 |
| 10 | ETN | Eaton Corporation plc | +0.2% | +26.89% | 加碼 |
| 11 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +28.55% | 加碼 |
| 12 | JNJ | Johnson & Johnson | +0.2% | +0.05% | 加碼 |
| 13 | VZ | Verizon Communications Inc | +0.2% | +21.14% | 加碼 |
| 14 | OAIM | Oneascent Intl Eqty ETF | +0.2% | +15.01% | 加碼 |
| 15 | NEE | Nextera Energy Inc | +0.2% | +7.59% | 加碼 |
| 16 | APD | Air Products & Chemicals Inc | +0.2% | +30.13% | 加碼 |
| 17 | ADI | Analog Devices Inc | +0.1% | +119.71% | 加碼 |
| 18 | AMGN | Amgen Inc | +0.1% | +2.82% | 加碼 |
| 19 | DE | Deere & Co | +0.1% | +45.51% | 加碼 |
| 20 | SLB | Slb LTD | +0.1% | +24.66% | 加碼 |
| 21 | COKE | Coca-cola Consolidated Inc | +0.1% | +13.65% | 加碼 |
| 22 | OAEM | Oneascent Emrg Markets ETF | +0.1% | +13.48% | 加碼 |
| 23 | MAR | Marriott International -cl A | +0.1% | +12.88% | 加碼 |
| 24 | TXN | Texas Instruments Inc | +0.1% | +16.29% | 加碼 |
| 25 | IBM | Intl Business Machines CORP | +0.1% | +83.62% | 加碼 |
| 26 | O | Realty Income CORP | +0.1% | +19.77% | 加碼 |
| 27 | MCK | Mckesson CORP | +0.1% | +77.04% | 加碼 |
| 28 | BAC | Bank Of America CORP | +0.1% | +43.87% | 加碼 |
| 29 | OALC | Oneascent Large Cap Core | +0.1% | +9.22% | 加碼 |
| 30 | PEP | Pepsico Inc | +0.1% | +10.18% | 加碼 |
| 31 | SBUX | Starbucks CORP | +0.1% | +16.71% | 加碼 |
| 32 | PSX | Phillips 66 | +0.1% | -1.67% | 減碼 |
| 33 | TMUS | T-mobile US Inc | +0.1% | +23.90% | 加碼 |
| 34 | GWW | Ww Grainger Inc | +0.1% | +0.53% | 加碼 |
| 35 | AMT | American Tower CORP | +0.1% | +31.79% | 加碼 |
| 36 | LIN | Linde plc | +0.1% | +4.27% | 加碼 |
| 37 | CSCO | Cisco Systems Inc | +0.1% | +11.32% | 加碼 |
| 38 | UBER | Uber Technologies Inc | +0.1% | +74.53% | 加碼 |
| 39 | CMI | Cummins Inc | +0.1% | +3.63% | 加碼 |
| 40 | COP | Conocophillips | +0.1% | +0.83% | 加碼 |
| 41 | MCD | Mcdonald's CORP | +0.1% | +4.49% | 加碼 |
| 42 | GS | Goldman Sachs Group Inc | +0.1% | +15.38% | 加碼 |
| 43 | TDG | Transdigm Group Inc | +0.1% | +45.15% | 加碼 |
| 44 | SGOL | Abrdn Physical Gold Shares | +0.1% | +37.70% | 加碼 |
| 45 | DUK | Duke Energy CORP | +0.1% | +31.25% | 加碼 |
| 46 | SYY | Sysco CORP | 0% | +13.55% | 加碼 |
| 47 | GPC | Genuine Parts Co | 0% | +33.45% | 加碼 |
| 48 | MO | Altria Group Inc | 0% | — | 不變 |
| 49 | MLM | Martin Marietta Materials | 0% | +22.52% | 加碼 |
| 50 | KR | Kroger Co | 0% | +0.20% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Patron Partners, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$2.6億，共申報了 185 個公開持股部位。
在 Q1 2026 季度，Patron Partners, LLC 按市值排列的前三大核心持股分別為：PB (6.9%)、NVDA (4.2%)、AAPL (4.2%)。其中最大持股部位 PB 佔據整體投資組合約 6.9% 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。
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LRCX
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本季最大獲利了結 / 清倉標的
AGG
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在 Q1 2026 季度中，Patron Partners, LLC 共進行了 173 項持倉異動，包含新建倉 15 個部位、加碼 80 個部位、減碼 70 個部位以及清倉 8 個部位。 其中最大新建倉標的為 LRCX。 本季清倉部位包含 AGG。
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。