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: 0001906799
申報總市值
US$4.6億
US$4.6億
215 檔
23.6%
在 Q1 2026 申報期間，Peterson Wealth Services（CIK: 0001906799）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$4.6億，共持有 215 個公開申報部位。
Peterson Wealth Services 於 Q1 2026 展現出進攻型調倉步調，本季推動了 5 檔股票的新建倉與 115 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 NVDA, AAPL, FIX）累計市值佔比達 23.6%，是驅動 Peterson Wealth Services 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 215 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 | NVDA | Nvidia CORP | 股票-科技 | 5.92% | +0.01% | +0.25% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.86% | +0.03% | +0.53% | |
| 3 | FIX | Comfort Systems USA Inc | 股票-工業 | 5.58% | +1.37% | -0.47% | |
| 4 | VUG | Vanguard Growth ETF | ETF-其他 | 5.36% | -0.19% | +1.58% | |
| 5 | TSLA | Tesla Inc | 股票-循環性消費 | 4.03% | -0.06% | +1.49% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.63% | -0.08% | +0.10% | |
| 7 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 3.47% | -0.64% | +1.03% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 3.16% | +0.21% | +0.21% | |
| 9 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.09% | -0.01% | +1.52% | |
| 10 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 2.79% | -0.84% | +1.00% | |
| 11 | ASML | ASML Holding N.V. | 股票-科技 | 2.40% | +0.73% | +0.18% | |
| 12 | CNQ | Canadian Natural Resources | 股票-能源 | 2.32% | -0.65% | +1.31% | |
| 13 | RJF | Raymond James Financial Inc | 股票-金融 | 2.21% | -0.15% | +1.53% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.10% | -0.17% | +2.25% | |
| 15 | NFLX | Netflix Inc | 股票-通訊服務 | 2.01% | -0.68% | +1368.03% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 1.65% | +0.01% | +1.56% | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 1.58% | -0.12% | +4.71% | |
| 18 | PM | Philip Morris International | 股票-非循環性消費 | 1.42% | +0.33% | +4.12% | |
| 19 | HD | Home Depot Inc | 股票-循環性消費 | 1.36% | -0.01% | +4.41% | |
| 20 | UNP | Union Pacific CORP | 股票-工業 | 1.22% | +0.01% | +3.66% | |
| 21 | SYK | Stryker CORP | 股票-醫療保健 | 1.15% | -0.17% | +2.73% | |
| 22 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.11% | +0.17% | +6.47% | |
| 23 | MPC | Marathon Petroleum CORP | 股票-能源 | 1.11% | -0.08% | -2.57% | |
| 24 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.08% | -0.13% | +5.82% | |
| 25 | WMT | Walmart Inc | 股票-非循環性消費 | 1.08% | -0.20% | -1.93% | |
| 26 | GRMN | Garmin Ltd. | 股票-科技 | 1.05% | -0.10% | +1.52% | |
| 27 | XOM | Exxon Mobil CORP | 股票-能源 | 1.03% | -0.27% | +0.04% | |
| 28 | ORCL | Oracle CORP | 股票-科技 | 0.97% | -0.13% | +2.14% | |
| 29 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.96% | -0.24% | +5.93% | |
| 30 | CB | Chubb Limited | 股票-金融 | 0.94% | -0.04% | +3.71% | |
| 31 | MSI | Motorola Solutions Inc | 股票-科技 | 0.91% | -0.09% | +4.95% | |
| 32 | ODFL | Old Dominion Freight Line | 股票-工業 | 0.90% | — | +3.54% | |
| 33 | EME | Emcor Group Inc | 股票-工業 | 0.87% | — | — | |
| 34 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.85% | -0.05% | -0.73% | |
| 35 | ETN | Eaton Corporation plc | 股票-工業 | 0.84% | +0.07% | +2.34% | |
| 36 | CDNS | Cadence Design Sys Inc | 股票-科技 | 0.84% | +0.16% | +2.60% | |
| 37 | VST | Vistra CORP | 股票-公用事業 | 0.81% | -0.04% | — | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.76% | +0.01% | +0.74% | |
| 39 | CME | Cme Group Inc | 股票-金融 | 0.73% | -0.23% | +3.89% | |
| 40 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.73% | +0.07% | +12.14% | |
| 41 | ADI | Analog Devices Inc | 股票-科技 | 0.71% | +0.07% | -1.26% | |
| 42 | APD | Air Products & Chemicals Inc | 股票-原物料 | 0.63% | -0.03% | +5.80% | |
| 43 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.59% | -0.02% | -5.06% | |
| 44 | DRI | Darden Restaurants Inc | 股票-循環性消費 | 0.55% | -0.02% | +3.99% | |
| 45 | O | Realty Income CORP | 股票-房地產 | 0.54% | -0.03% | +7.40% | |
| 46 | LULU | Lululemon Athletica Inc | 股票-循環性消費 | 0.52% | -0.47% | +13.84% | |
| 47 | AEIS | Advanced Energy Industries | 股票-工業 | 0.50% | +0.06% | -1.30% | |
| 48 | STRL | Sterling Infrastructure Inc | 股票-工業 | 0.49% | +0.37% | -1.10% | |
| 49 | POWL | Powell Industries Inc | 股票-工業 | 0.47% | +0.20% | -0.45% | |
| 50 | CMI | Cummins Inc | 股票-工業 | 0.47% | +0.08% | +3.06% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NFLX | Netflix Inc | +1.9% | +1368.03% | 加碼 |
| 2 | FIX | Comfort Systems USA Inc | +1.7% | -0.47% | 減碼 |
| 3 | CNQ | Canadian Natural Resources | +0.7% | +1.31% | 加碼 |
| 4 | ZTS | Zoetis Inc | +0.5% | +43297.30% | 加碼 |
| 5 | COST | Costco Wholesale CORP | +0.4% | +1.03% | 加碼 |
| 6 | ASML | ASML Holding N.V. | +0.4% | +0.18% | 加碼 |
| 7 | MPC | Marathon Petroleum CORP | +0.3% | -2.57% | 減碼 |
| 8 | XOM | Exxon Mobil CORP | +0.3% | +0.04% | 加碼 |
| 9 | ODFL | Old Dominion Freight Line | +0.2% | +3.54% | 加碼 |
| 10 | POWL | Powell Industries Inc | +0.2% | -0.45% | 減碼 |
| 11 | AEIS | Advanced Energy Industries | +0.2% | -1.30% | 減碼 |
| 12 | VRT | Vertiv Holdings Co-a | +0.1% | -0.44% | 減碼 |
| 13 | LNTH | Lantheus Holdings Inc | +0.1% | +3160.49% | 加碼 |
| 14 | MSI | Motorola Solutions Inc | +0.1% | +4.95% | 加碼 |
| 15 | GRMN | Garmin Ltd. | +0.1% | +1.52% | 加碼 |
| 16 | STRL | Sterling Infrastructure Inc | +0.1% | -1.10% | 減碼 |
| 17 | JNJ | Johnson & Johnson | +0.1% | -0.73% | 減碼 |
| 18 | APD | Air Products & Chemicals Inc | +0.1% | +5.80% | 加碼 |
| 19 | IESC | Ies Holdings Inc | +0.1% | +11.05% | 加碼 |
| 20 | PAYC | Paycom Software Inc | +0.1% | +8300.00% | 加碼 |
| 21 | AMAT | Applied Materials Inc | +0.1% | +70.16% | 加碼 |
| 22 | SMCI | Super Micro Computer Inc | +0.1% | +1244.43% | 加碼 |
| 23 | PCTY | Paylocity Holding CORP | +0.1% | +5446.55% | 加碼 |
| 24 | ETN | Eaton Corporation plc | +0.1% | +2.34% | 加碼 |
| 25 | ADI | Analog Devices Inc | +0.1% | -1.26% | 減碼 |
| 26 | VZ | Verizon Communications Inc | +0.1% | +5.93% | 加碼 |
| 27 | ETR | Entergy CORP | +0.1% | +15.93% | 加碼 |
| 28 | HUBS | Hubspot Inc | +0.1% | +3107.32% | 加碼 |
| 29 | UNP | Union Pacific CORP | +0.1% | +3.66% | 加碼 |
| 30 | WMT | Walmart Inc | +0.1% | -1.93% | 減碼 |
| 31 | O | Realty Income CORP | +0.1% | +7.40% | 加碼 |
| 32 | PM | Philip Morris International | +0.1% | +4.12% | 加碼 |
| 33 | CME | Cme Group Inc | +0.1% | +3.89% | 加碼 |
| 34 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +16.10% | 加碼 |
| 35 | NEE | Nextera Energy Inc | +0.1% | +8.69% | 加碼 |
| 36 | MPWR | Monolithic Power Systems Inc | +0.1% | — | 不變 |
| 37 | DXCM | Dexcom Inc | +0.1% | +68.75% | 加碼 |
| 38 | CB | Chubb Limited | 0% | +3.71% | 加碼 |
| 39 | MCD | Mcdonald's CORP | 0% | +5.93% | 加碼 |
| 40 | DRI | Darden Restaurants Inc | 0% | +3.99% | 加碼 |
| 41 | MDY | State Street Spdr S&p Midcap | 0% | +16.77% | 加碼 |
| 42 | VLO | Valero Energy CORP | 0% | +18.21% | 加碼 |
| 43 | ENSG | Ensign Group Inc/the | 0% | -0.06% | 減碼 |
| 44 | VOO | Vanguard S&p 500 ETF | 0% | +17.39% | 加碼 |
| 45 | ACLS | Axcelis Technologies Inc | 0% | +6.56% | 加碼 |
| 46 | XSMO | Invesco S&p Smallcap Momentu | 0% | +16.73% | 加碼 |
| 47 | PSX | Phillips 66 | 0% | +19.83% | 加碼 |
| 48 | AGCO | Agco CORP | 0% | +3.40% | 加碼 |
| 49 | ABBV | Abbvie Inc | 0% | +12.14% | 加碼 |
| 50 | CMI | Cummins Inc | 0% | +3.06% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Peterson Wealth Services 在 Q1 2026 季度的美股持倉總市值約為 US$4.6億，共申報了 215 個公開持股部位。
在 Q1 2026 季度，Peterson Wealth Services 按市值排列的前三大核心持股分別為：NVDA (5.9%)、AAPL (5.9%)、FIX (5.6%)。其中最大持股部位 NVDA 佔據整體投資組合約 5.9% 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
EME
市值: US$352.8萬
本季最大獲利了結 / 清倉標的
MTDR
前期市值: US$218.0萬
在 Q1 2026 季度中，Peterson Wealth Services 共進行了 157 項持倉異動，包含新建倉 5 個部位、加碼 115 個部位、減碼 30 個部位以及清倉 7 個部位。 其中最大新建倉標的為 EME。 本季清倉部位包含 MTDR。
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。