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: 0001689232
申報總市值
US$3.9億
US$3.9億
86 檔
33.2%
在 Q2 2026 的 13F 官方備案中，Patton Fund Management, Inc. 管理的美股投資組合規模來到 US$3.9億，整體持股檔數為 86 檔。
數據顯示 Patton Fund Management, Inc. 於 Q2 2026 季度持續回收資金，對 43 個既有部位進行裁減並清倉 124 個標的，組合整體流動性比重有所上升。
從部位權重觀察，前 5 大標的（包含 IEF, VWO, SPY）累計市值佔比達 33.2%，是驅動 Patton Fund Management, Inc. 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 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 10.69% | +1.41% | +2.54% | |
| 2 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 4.68% | +0.80% | -1.53% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 4.34% | +0.94% | -1.51% | |
| 4 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 4.27% | +0.28% | -5.04% | |
| 5 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 3.93% | +0.47% | -2.74% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 3.52% | +0.49% | -3.85% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.45% | +0.58% | +3.12% | |
| 8 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-其他 | 2.63% | +0.14% | -6.10% | |
| 9 | PDBC | Invesco Optimum Yield Divers | ETF-其他 | 1.74% | +0.73% | -0.90% | |
| 10 | IAU | Ishares Gold Trust | ETF-避險與商品 | 1.71% | +0.54% | +10.87% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.49% | +0.32% | +3.52% | |
| 12 | SNDK | Sandisk CORP | 股票-科技 | 1.45% | -1.45% | EXIT | |
| 13 | INTC | Intel CORP | 股票-科技 | 1.35% | -1.35% | EXIT | |
| 14 | MU | Micron Technology Inc | 股票-科技 | 1.33% | -1.28% | -34.38% | |
| 15 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.23% | -0.18% | +1146.98% | |
| 16 | LRCX | Lam Research CORP | 股票-科技 | 1.17% | -0.49% | -31.93% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.14% | +0.37% | +9.47% | |
| 18 | KLAC | Kla CORP | 股票-科技 | 1.13% | -0.35% | +574.91% | |
| 19 | JBHT | Hunt (jb) Transprt Svcs Inc | 股票-工業 | 1.13% | -0.50% | +38.53% | |
| 20 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.10% | -0.25% | +76.97% | |
| 21 | TER | Teradyne Inc | 股票-科技 | 1.09% | -0.39% | -31.08% | |
| 22 | DDOG | Datadog Inc - Class A | 股票-科技 | 1.08% | -0.51% | +703.98% | |
| 23 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 1.07% | -1.07% | EXIT | |
| 24 | ADM | Archer-daniels-midland Co | 股票-非循環性消費 | 1.06% | -0.38% | +1618.17% | |
| 25 | CVS | Cvs Health CORP | 股票-醫療保健 | 1.06% | -1.06% | EXIT | |
| 26 | GEV | GE Vernova Inc | 股票-工業 | 1.05% | -0.35% | -29.90% | |
| 27 | AMAT | Applied Materials Inc | 股票-科技 | 1.05% | -0.47% | -32.77% | |
| 28 | VRT | Vertiv Holdings Co-a | 股票-工業 | 1.05% | -1.05% | EXIT | |
| 29 | STX | Seagate Technology Holdings plc | 股票-科技 | 1.04% | -1.04% | EXIT | |
| 30 | COHR | Coherent CORP | 股票-科技 | 1.03% | -1.03% | EXIT | |
| 31 | ADI | Analog Devices Inc | 股票-科技 | 1.02% | -0.07% | +1377.49% | |
| 32 | FIX | Comfort Systems USA Inc | 股票-工業 | 1.01% | -1.01% | EXIT | |
| 33 | WDC | Western Digital CORP | 股票-科技 | 0.99% | -0.99% | EXIT | |
| 34 | HWM | Howmet Aerospace Inc | 股票-工業 | 0.99% | -0.18% | +53.24% | |
| 35 | CIEN | Ciena CORP | 股票-科技 | 0.99% | -0.99% | EXIT | |
| 36 | LITE | Lumentum Holdings Inc | 股票-科技 | 0.96% | -0.96% | EXIT | |
| 37 | TXN | Texas Instruments Inc | 股票-科技 | 0.93% | -0.93% | EXIT | |
| 38 | TRGP | Targa Resources CORP | 股票-能源 | 0.92% | -0.23% | +1175.58% | |
| 39 | GLW | Corning Inc | 股票-科技 | 0.91% | -0.91% | EXIT | |
| 40 | DELL | Dell Technologies -c | 股票-科技 | 0.91% | +0.07% | +286.74% | |
| 41 | MNST | Monster Beverage CORP | 股票-非循環性消費 | 0.87% | +0.58% | -31.03% | |
| 42 | ✓ | 股票-其他 | 0.87% | -0.87% | EXIT | ||
| 43 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.86% | +0.12% | +3.04% | |
| 44 | WAB | Wabtec CORP | 股票-工業 | 0.86% | -0.14% | +31.04% | |
| 45 | JBL | Jabil Inc | 股票-科技 | 0.85% | -0.85% | EXIT | |
| 46 | GNRC | Generac Holdings Inc | 股票-工業 | 0.84% | -0.84% | EXIT | |
| 47 | EME | Emcor Group Inc | 股票-工業 | 0.82% | -0.82% | EXIT | |
| 48 | STLD | Steel Dynamics Inc | 股票-原物料 | 0.80% | -0.80% | EXIT | |
| 49 | MGM | Mgm Resorts International | 股票-循環性消費 | 0.78% | -0.78% | EXIT | |
| 50 | ROK | Rockwell Automation Inc | 股票-工業 | 0.76% | -0.25% | -32.33% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | IEF | Ishares 7-10 Year Treasury B | +2.4% | +2.54% | 加碼 |
| 2 | IWM | Ishares Russell 2000 ETF | +1.4% | -5.04% | 減碼 |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1.3% | -1.51% | 減碼 |
| 4 | VWO | Vanguard Ftse Emerging Marke | +1.3% | -1.53% | 減碼 |
| 5 | PANW | Palo Alto Networks Inc | +1.2% | +1146.98% | 加碼 |
| 6 | IWR | Ishares Russell Mid-cap ETF | +1.1% | -2.74% | 減碼 |
| 7 | DDOG | Datadog Inc - Class A | +1% | +703.98% | 加碼 |
| 8 | CRWD | Crowdstrike Holdings Inc - A | +1% | +764.62% | 加碼 |
| 9 | ADM | Archer-daniels-midland Co | +1% | +1618.17% | 加碼 |
| 10 | COHR | Coherent CORP | +1% | +867.89% | 加碼 |
| 11 | ADI | Analog Devices Inc | +1% | +1377.49% | 加碼 |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | +0.9% | +3.12% | 加碼 |
| 13 | TXN | Texas Instruments Inc | +0.9% | +1046.04% | 加碼 |
| 14 | ✓ | +0.9% | NEW | 新建倉 | |
| 15 | TRGP | Targa Resources CORP | +0.9% | +1175.58% | 加碼 |
| 16 | MU | Micron Technology Inc | +0.9% | -34.38% | 減碼 |
| 17 | DELL | Dell Technologies -c | +0.8% | +286.74% | 加碼 |
| 18 | INTC | Intel CORP | +0.8% | -33.85% | 減碼 |
| 19 | EFA | Ishares Msci Eafe ETF | +0.8% | -3.85% | 減碼 |
| 20 | MGM | Mgm Resorts International | +0.7% | +1013.83% | 加碼 |
| 21 | SNDK | Sandisk CORP | +0.7% | -56.10% | 減碼 |
| 22 | RWR | Ss Spdr Dow Jones Reit ETF | +0.7% | -6.10% | 減碼 |
| 23 | JNJ | Johnson & Johnson | +0.7% | +76.97% | 加碼 |
| 24 | JBHT | Hunt (jb) Transprt Svcs Inc | +0.7% | +38.53% | 加碼 |
| 25 | HAL | Halliburton Co | +0.7% | +1019.29% | 加碼 |
| 26 | CVS | Cvs Health CORP | +0.6% | +37.24% | 加碼 |
| 27 | MPC | Marathon Petroleum CORP | +0.6% | +911.96% | 加碼 |
| 28 | HWM | Howmet Aerospace Inc | +0.6% | +53.24% | 加碼 |
| 29 | NTRS | Northern Trust CORP | +0.6% | +826.74% | 加碼 |
| 30 | QCOM | Qualcomm Inc | +0.6% | +483.42% | 加碼 |
| 31 | EIX | Edison International | +0.5% | +841.59% | 加碼 |
| 32 | NVDA | Nvidia CORP | +0.5% | +890.44% | 加碼 |
| 33 | LRCX | Lam Research CORP | +0.5% | -31.93% | 減碼 |
| 34 | NXPI | NXP Semiconductors N.V. | +0.5% | +739.00% | 加碼 |
| 35 | WDC | Western Digital CORP | +0.5% | -34.36% | 減碼 |
| 36 | KLAC | Kla CORP | +0.5% | +574.91% | 加碼 |
| 37 | ETN | Eaton Corporation plc | +0.5% | +707.51% | 加碼 |
| 38 | AMAT | Applied Materials Inc | +0.5% | -32.77% | 減碼 |
| 39 | VNQ | Vanguard Real Estate ETF | +0.5% | +3.52% | 加碼 |
| 40 | VEA | Vanguard Ftse Developed ETF | +0.4% | +9.47% | 加碼 |
| 41 | WAB | Wabtec CORP | +0.4% | +31.04% | 加碼 |
| 42 | STX | Seagate Technology Holdings plc | +0.4% | -49.33% | 減碼 |
| 43 | FDX | Fedex CORP | +0.4% | +658.13% | 加碼 |
| 44 | AKAM | Akamai Technologies Inc | +0.4% | +494.14% | 加碼 |
| 45 | GLW | Corning Inc | +0.4% | -32.42% | 減碼 |
| 46 | TER | Teradyne Inc | +0.3% | -31.08% | 減碼 |
| 47 | IVV | Ishares Core S&p 500 ETF | +0.3% | NEW | 新建倉 |
| 48 | IAU | Ishares Gold Trust | +0.3% | +10.87% | 加碼 |
| 49 | PDBC | Invesco Optimum Yield Divers | +0.2% | -0.90% | 減碼 |
| 50 | VRT | Vertiv Holdings Co-a | +0.2% | -29.72% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Patton Fund Management, Inc. 在 Q2 2026 季度的美股持倉總市值約為 US$3.9億，共申報了 86 個公開持股部位。
在 Q2 2026 季度，Patton Fund Management, Inc. 按市值排列的前三大核心持股分別為：IEF (10.7%)、VWO (4.7%)、SPY (4.3%)。其中最大持股部位 IEF 佔據整體投資組合約 10.7% 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
市值: US$402.5萬
本季最大獲利了結 / 清倉標的
RSP
前期市值: US$2753.2萬
在 Q2 2026 季度中，Patton Fund Management, Inc. 共進行了 200 項持倉異動，包含新建倉 2 個部位、加碼 31 個部位、減碼 43 個部位以及清倉 124 個部位。 其中最大新建倉標的為 。 本季清倉部位包含 RSP。
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。