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: 0001906322
申報總市值
US$8825.5萬
US$8825.5萬
433 檔
42.5%
截至 Q1 2026 季度末，POM Investment Strategies, LLC 的美股持倉估值約為 US$8825.5萬，全數申報部位共有 433 檔。
觀察 Q1 2026 的申報異動，POM Investment Strategies, LLC 採取了強勁的買進策略，建倉與加碼動作（合計 125 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
檢視投資組合結構，前 5 大主力部位（包含 GSEP, JANW, OCTW）占據了總市值的 42.5%，展現出該機構在 Q1 2026 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 433 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 | GSEP | Ft Vest US Equity Moderate B | ETF-其他 | 11.08% | -11.02% | — | |
| 2 | JANW | Alianzim US Eq Bfr20 Jan-usd | ETF-其他 | 9.46% | +0.06% | — | |
| 3 | OCTW | Alianzim US Eq Bfr20 Oct-usd | ETF-其他 | 9.07% | -9.01% | — | |
| 4 | DECU | Allianzim US Bf15 Uncap Dec | ETF-其他 | 8.84% | -8.82% | — | |
| 5 | SEPW | Alianzim US Eq Bfr20 Sep-usd | ETF-其他 | 8.19% | -8.17% | — | |
| 6 | DECW | Alianzim US Eq Bfr20 Dec-usd | ETF-其他 | 7.40% | +0.09% | — | |
| 7 | JULU | Allianzim US Bf15 Uncap Jul | ETF-其他 | 3.68% | -3.67% | — | |
| 8 | BILZ | Pimco Ultra Shrt Govt Active | ETF-其他 | 2.25% | +2.95% | — | |
| 9 | SIXO | Allian US Equ 6 Mon Bu10-usd | ETF-其他 | 2.20% | -2.19% | — | |
| 10 | QBER | Trueshares Quartly B Hdg ETF | ETF-其他 | 2.20% | — | — | |
| 11 | AAPL | Apple Inc | 股票-科技 | 2.06% | -0.62% | -2.57% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.49% | -1.45% | +4158.33% | |
| 13 | ONEZ | Trueshr Seasonality La B ETF | ETF-其他 | 1.46% | +5.28% | — | |
| 14 | JANZ | Trueshares Struct Outc Jan | ETF-其他 | 1.45% | -1.45% | — | |
| 15 | OCTZ | Trueshares Struc Outcome Oct | ETF-其他 | 1.45% | -1.45% | — | |
| 16 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 1.07% | +0.07% | -96.63% | |
| 17 | TSLA | Tesla Inc | 股票-循環性消費 | 0.85% | -0.12% | +26.36% | |
| 18 | SEPU | Allianzim US Bf15 Uncap Sep | ETF-其他 | 0.72% | -0.72% | — | |
| 19 | AUGZ | Ts Str Outcome Aug ETF | ETF-其他 | 0.72% | -0.72% | EXIT | |
| 20 | FLJJ | Allianzim US 6m Flr5 Jan-jul | ETF-其他 | 0.72% | -0.72% | EXIT | |
| 21 | DECZ | Trueshares Struc Out Dec ETF | ETF-其他 | 0.71% | -0.71% | — | |
| 22 | SEPZ | Trueshares Struc Out Sep ETF | ETF-其他 | 0.71% | -0.71% | — | |
| 23 | PAYM | Ts S&p Autocal Dfns Inc ETF | ETF-其他 | 0.69% | +0.26% | — | |
| 24 | FBCG | Fidelity Blue Chip Grow ETF | ETF-其他 | 0.62% | +0.84% | +2292.57% | |
| 25 | IBM | Intl Business Machines CORP | 股票-科技 | 0.58% | +0.40% | +18.93% | |
| 26 | NVDA | Nvidia CORP | 股票-科技 | 0.53% | +1.03% | -7.38% | |
| 27 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 0.48% | -0.02% | -96.71% | |
| 28 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.48% | +0.05% | -97.10% | |
| 29 | CVX | Chevron CORP | 股票-能源 | 0.44% | -0.38% | — | |
| 30 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.44% | -0.38% | +744.04% | |
| 31 | BAC | Bank Of America CORP | 股票-金融 | 0.41% | -0.29% | +504.70% | |
| 32 | DUK | Duke Energy CORP | 股票-公用事業 | 0.41% | -0.29% | +1582.00% | |
| 33 | IHAK | Ishares Cybersecurity & Tech | ETF-科技型 | 0.40% | +0.63% | +3243.44% | |
| 34 | FDCF | Fidelity Disruptive Comm ETF | ETF-其他 | 0.38% | +0.49% | +2494.22% | |
| 35 | CTA | Simplify Managed Futures St | ETF-其他 | 0.36% | -0.26% | -95.99% | |
| 36 | CAT | Caterpillar Inc | 股票-工業 | 0.35% | +0.14% | — | |
| 37 | GE | General Electric | 股票-工業 | 0.34% | -0.21% | +1181.58% | |
| 38 | FDFF | Fidelity Disrupt Finan ETF | ETF-其他 | 0.34% | +0.38% | +3168.66% | |
| 39 | FBOT | Fidelity Disrupt Automat ETF | ETF-其他 | 0.33% | +0.44% | +2248.98% | |
| 40 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.32% | +0.01% | -96.91% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.31% | — | -98.21% | |
| 42 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.30% | — | -98.46% | |
| 43 | BUCK | Simplify Treasury Option Inc | ETF-政府公債 | 0.30% | -0.18% | -96.45% | |
| 44 | IEV | Ishares Europe ETF | ETF-其他 | 0.29% | -0.06% | -98.43% | |
| 45 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型股與成長 | 0.28% | -0.02% | -98.41% | |
| 46 | GEV | GE Vernova Inc | 股票-工業 | 0.28% | -0.19% | — | |
| 47 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.27% | +0.05% | -98.41% | |
| 48 | T | At&t Inc | 股票-通訊服務 | 0.27% | -0.18% | +217.82% | |
| 49 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.27% | -0.05% | +1.90% | |
| 50 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.26% | -0.19% | +324.53% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | JPM | Jpmorgan Chase & Co | +1.5% | +4158.33% | 加碼 |
| 2 | AAPL | Apple Inc | +1.1% | -2.57% | 減碼 |
| 3 | FBCG | Fidelity Blue Chip Grow ETF | +0.6% | +2292.57% | 加碼 |
| 4 | TSLA | Tesla Inc | +0.5% | +26.36% | 加碼 |
| 5 | VZ | Verizon Communications Inc | +0.4% | +744.04% | 加碼 |
| 6 | DUK | Duke Energy CORP | +0.4% | +1582.00% | 加碼 |
| 7 | IHAK | Ishares Cybersecurity & Tech | +0.4% | +3243.44% | 加碼 |
| 8 | BAC | Bank Of America CORP | +0.4% | +504.70% | 加碼 |
| 9 | FDCF | Fidelity Disruptive Comm ETF | +0.4% | +2494.22% | 加碼 |
| 10 | CAT | Caterpillar Inc | +0.4% | NEW | 新建倉 |
| 11 | FDFF | Fidelity Disrupt Finan ETF | +0.3% | +3168.66% | 加碼 |
| 12 | GE | General Electric | +0.3% | +1181.58% | 加碼 |
| 13 | IBM | Intl Business Machines CORP | +0.3% | +18.93% | 加碼 |
| 14 | FBOT | Fidelity Disrupt Automat ETF | +0.3% | +2248.98% | 加碼 |
| 15 | NVDA | Nvidia CORP | +0.3% | -7.38% | 減碼 |
| 16 | T | At&t Inc | +0.2% | +217.82% | 加碼 |
| 17 | LLY | Eli Lilly & Co | +0.2% | +324.53% | 加碼 |
| 18 | COP | Conocophillips | +0.2% | +129900.00% | 加碼 |
| 19 | PFE | Pfizer Inc | +0.2% | +1350.75% | 加碼 |
| 20 | VOO | Vanguard S&p 500 ETF | +0.2% | +128.99% | 加碼 |
| 21 | COST | Costco Wholesale CORP | +0.2% | +1.90% | 加碼 |
| 22 | GSK | Gsk Plc-spon Adr | +0.2% | +20741.67% | 加碼 |
| 23 | CNP | Centerpoint Energy Inc | +0.2% | +1874.31% | 加碼 |
| 24 | MRK | Merck & Co. Inc. | +0.1% | +203.06% | 加碼 |
| 25 | GLD | Spdr Gold Shares | +0.1% | +0.26% | 加碼 |
| 26 | IJR | Ishares Core S&p Small-cap E | +0.1% | +18975.00% | 加碼 |
| 27 | EFG | Ishares Msci Eafe Growth ETF | +0.1% | +2615.63% | 加碼 |
| 28 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +350.47% | 加碼 |
| 29 | WMT | Walmart Inc | +0.1% | +183.57% | 加碼 |
| 30 | F | Ford Motor Co | +0.1% | +155.17% | 加碼 |
| 31 | CSCO | Cisco Systems Inc | +0.1% | +193.75% | 加碼 |
| 32 | MSFT | Microsoft CORP | +0.1% | +4.22% | 加碼 |
| 33 | PSX | Phillips 66 | +0.1% | +544.23% | 加碼 |
| 34 | PG | Procter & Gamble Co/the | +0.1% | +72.50% | 加碼 |
| 35 | FBTC | Fidelity Wise Origin Bitcoin | +0.1% | +4331.82% | 加碼 |
| 36 | WEC | Wec Energy Group Inc | +0.1% | +829.41% | 加碼 |
| 37 | IEF | Ishares 7-10 Year Treasury B | +0.1% | +3800.00% | 加碼 |
| 38 | WMB | Williams Cos Inc | +0.1% | +859.72% | 加碼 |
| 39 | UNH | Unitedhealth Group Inc | +0.1% | +2.09% | 加碼 |
| 40 | VYMI | Vanguard Int High Dvd Yld In | +0.1% | +961.90% | 加碼 |
| 41 | WBD | Warner Bros Discovery Inc | +0.1% | +237.76% | 加碼 |
| 42 | PPL | Ppl CORP | +0.1% | +498.80% | 加碼 |
| 43 | AMZN | Amazon.com Inc | +0.1% | -18.57% | 減碼 |
| 44 | BMY | Bristol-myers Squibb Co | +0.1% | +13.14% | 加碼 |
| 45 | FE | Firstenergy CORP | 0% | +1181.82% | 加碼 |
| 46 | XOM | Exxon Mobil CORP | 0% | +49.66% | 加碼 |
| 47 | GBTC | Grayscale Bitcoin Trust ETF | 0% | +1.61% | 加碼 |
| 48 | MPC | Marathon Petroleum CORP | 0% | -0.51% | 減碼 |
| 49 | IONQ | Ionq Inc | 0% | — | 不變 |
| 50 | HAS | Hasbro Inc | 0% | +306.67% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，POM Investment Strategies, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$8825.5萬，共申報了 433 個公開持股部位。
在 Q1 2026 季度，POM Investment Strategies, LLC 按市值排列的前三大核心持股分別為：GSEP (11.1%)、JANW (9.5%)、OCTW (9.1%)。其中最大持股部位 GSEP 佔據整體投資組合約 11.1% 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
GSEP
市值: US$892.2萬
本季最大獲利了結 / 清倉標的
HIGH
前期市值: US$339.5萬
在 Q1 2026 季度中，POM Investment Strategies, LLC 共進行了 199 項持倉異動，包含新建倉 81 個部位、加碼 44 個部位、減碼 51 個部位以及清倉 23 個部位。 其中最大新建倉標的為 GSEP。 本季清倉部位包含 HIGH。
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。