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: 0001999925
申報總市值
US$8.7億
US$8.7億
398 檔
16.3%
截至 Q1 2026 季度末，Premier Path Wealth Partners, LLC 的美股持倉估值約為 US$8.7億，全數申報部位共有 398 檔。
Q1 2026 的申報記錄反映 Premier Path Wealth Partners, LLC 的板塊替換策略：機構本季推動了 106 筆增持與 94 筆減持，籌碼呈現明顯的結構重組。
整體而言，Premier Path Wealth Partners, LLC 的前 5 大持股（包含 AAPL, ACWX, NVDA）貢獻了組合市值的 16.3%，形成該機構在 Q1 2026 季度的基本面基石。
僅顯示前 200 大持股（共 398 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 | AAPL | Apple Inc | 股票-科技 | 5.07% | +0.15% | +0.59% | |
| 2 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 3.92% | +0.13% | +62.57% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 3.70% | +0.14% | +8.65% | |
| 4 | XLK | Ss Technology Select Sector | ETF-科技型 | 3.13% | -0.12% | -11.58% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.67% | -0.23% | +2.04% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.94% | +0.08% | +2.83% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.90% | +0.27% | +7.60% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 1.47% | +0.17% | +7.75% | |
| 9 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.42% | -0.08% | +21.09% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.39% | +0.12% | +6.69% | |
| 11 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.29% | -0.12% | -12.98% | |
| 12 | XLF | Ss Financial Select Sector | ETF-其他 | 1.26% | -0.14% | -18.25% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.25% | -0.19% | +8.36% | |
| 14 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.25% | -0.08% | +13.04% | |
| 15 | USIG | Ishares Broad Usd Investment | ETF-其他 | 1.23% | -0.07% | -15.07% | |
| 16 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 1.20% | -0.13% | -0.54% | |
| 17 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 1.16% | -0.09% | -11.84% | |
| 18 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.09% | -0.06% | -11.96% | |
| 19 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 1.07% | +0.37% | -14.60% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.07% | +0.03% | +5.79% | |
| 21 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 1.06% | -0.16% | -10.89% | |
| 22 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.04% | -0.10% | -12.52% | |
| 23 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.01% | -0.04% | +191.88% | |
| 24 | TSLA | Tesla Inc | 股票-循環性消費 | 0.94% | +0.01% | +4.25% | |
| 25 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.94% | -0.08% | -17.39% | |
| 26 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.88% | -0.04% | +5.09% | |
| 27 | AVLV | Avantis US Large Cap Value | ETF-大型股與成長 | 0.86% | +0.09% | -0.35% | |
| 28 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.84% | +0.16% | +6.88% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.75% | -0.21% | -32.10% | |
| 30 | DFAI | Dimensional International Co | ETF-其他 | 0.75% | +0.22% | -14.63% | |
| 31 | XOM | Exxon Mobil CORP | 股票-能源 | 0.74% | -0.74% | EXIT | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.71% | -0.03% | +11.26% | |
| 33 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.71% | -0.03% | +20.08% | |
| 34 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 0.68% | -0.03% | -15.47% | |
| 35 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.68% | -0.03% | -14.30% | |
| 36 | DBND | Doubleline Oppor Cor Bnd-usd | ETF-其他 | 0.68% | -0.04% | -15.09% | |
| 37 | IQDG | Wisdomtree Intl Qlty Dvd Grw | ETF-其他 | 0.67% | +0.17% | -14.19% | |
| 38 | WMT | Walmart Inc | 股票-非循環性消費 | 0.65% | -0.15% | +16.60% | |
| 39 | V | Visa Inc-class A Shares | 股票-金融 | 0.59% | +0.05% | +12.35% | |
| 40 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.58% | -0.14% | +24.40% | |
| 41 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.55% | -0.07% | -16.55% | |
| 42 | NFLX | Netflix Inc | 股票-通訊服務 | 0.52% | -0.20% | +12.39% | |
| 43 | RTX | Rtx CORP | 股票-工業 | 0.47% | -0.06% | -3.42% | |
| 44 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.45% | +0.05% | +4.86% | |
| 45 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.45% | -0.02% | -31.97% | |
| 46 | LMT | Lockheed Martin CORP | 股票-工業 | 0.44% | -0.11% | +3.28% | |
| 47 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.43% | -0.01% | -24.51% | |
| 48 | MA | Mastercard Inc - A | 股票-金融 | 0.43% | -0.06% | +19.14% | |
| 49 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 0.43% | +0.12% | -14.55% | |
| 50 | GE | General Electric | 股票-工業 | 0.42% | +0.04% | +0.84% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ACWX | Ishares Msci Acwi Ex US ETF | +1.6% | +62.57% | 加碼 |
| 2 | AGG | Ishares Core U.s. Aggregate | +0.7% | +191.88% | 加碼 |
| 3 | IEF | Ishares 7-10 Year Treasury B | +0.3% | +21.09% | 加碼 |
| 4 | JNJ | Johnson & Johnson | +0.2% | +20.08% | 加碼 |
| 5 | COST | Costco Wholesale CORP | +0.2% | +24.40% | 加碼 |
| 6 | VXUS | Vanguard Total Intl Stock | +0.2% | +445.25% | 加碼 |
| 7 | XOM | Exxon Mobil CORP | +0.2% | -8.44% | 減碼 |
| 8 | WMT | Walmart Inc | +0.2% | +16.60% | 加碼 |
| 9 | IEI | Ishares 3-7 Year Treasury Bo | +0.2% | +13.04% | 加碼 |
| 10 | CVX | Chevron CORP | +0.1% | +5.71% | 加碼 |
| 11 | IGSB | Ishares 1-5y Inv Grade CORP | +0.1% | +134.10% | 加碼 |
| 12 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.1% | +127.46% | 加碼 |
| 13 | AMAT | Applied Materials Inc | +0.1% | +14.81% | 加碼 |
| 14 | CAT | Caterpillar Inc | +0.1% | +13.63% | 加碼 |
| 15 | LMT | Lockheed Martin CORP | +0.1% | +3.28% | 加碼 |
| 16 | CTVA | Corteva Inc | +0.1% | +53.99% | 加碼 |
| 17 | MU | Micron Technology Inc | +0.1% | +32.88% | 加碼 |
| 18 | CSCO | Cisco Systems Inc | +0.1% | +33.04% | 加碼 |
| 19 | MRK | Merck & Co. Inc. | +0.1% | +27.10% | 加碼 |
| 20 | NVDA | Nvidia CORP | +0.1% | +8.65% | 加碼 |
| 21 | ODFL | Old Dominion Freight Line | +0.1% | +207.55% | 加碼 |
| 22 | AMGN | Amgen Inc | +0.1% | +29.53% | 加碼 |
| 23 | GILD | Gilead Sciences Inc | +0.1% | +19.09% | 加碼 |
| 24 | GEV | GE Vernova Inc | +0.1% | +7.98% | 加碼 |
| 25 | NFLX | Netflix Inc | +0.1% | +12.39% | 加碼 |
| 26 | DE | Deere & Co | +0.1% | +13.36% | 加碼 |
| 27 | COP | Conocophillips | +0.1% | +22.48% | 加碼 |
| 28 | INTC | Intel CORP | +0.1% | +20.97% | 加碼 |
| 29 | ITW | Illinois Tool Works | +0.1% | +68.87% | 加碼 |
| 30 | PHM | Pultegroup Inc | +0.1% | +185.50% | 加碼 |
| 31 | PH | Parker Hannifin CORP | +0.1% | +18.79% | 加碼 |
| 32 | LRCX | Lam Research CORP | +0.1% | +21.59% | 加碼 |
| 33 | MO | Altria Group Inc | +0.1% | +40.95% | 加碼 |
| 34 | PLD | Prologis Inc | +0.1% | +39.36% | 加碼 |
| 35 | UNP | Union Pacific CORP | +0.1% | +35.71% | 加碼 |
| 36 | AVLV | Avantis US Large Cap Value | +0.1% | -0.35% | 減碼 |
| 37 | PNC | Pnc Financial Services Group | +0.1% | +34.47% | 加碼 |
| 38 | GLW | Corning Inc | +0.1% | +11.66% | 加碼 |
| 39 | KO | Coca-cola Co/the | +0.1% | +24.18% | 加碼 |
| 40 | KLAC | Kla CORP | +0.1% | +24.78% | 加碼 |
| 41 | TGT | Target CORP | +0.1% | +86.34% | 加碼 |
| 42 | NEE | Nextera Energy Inc | +0.1% | +2.12% | 加碼 |
| 43 | EQIX | Equinix Inc | +0.1% | +35.03% | 加碼 |
| 44 | ADI | Analog Devices Inc | 0% | +29.70% | 加碼 |
| 45 | WMB | Williams Cos Inc | 0% | +7.22% | 加碼 |
| 46 | NEM | Newmont CORP | 0% | +23.71% | 加碼 |
| 47 | ORCL | Oracle CORP | 0% | +61.10% | 加碼 |
| 48 | KMI | Kinder Morgan, Inc. | 0% | +5.05% | 加碼 |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +11.26% | 加碼 |
| 50 | STX | Seagate Technology Holdings plc | 0% | +44.87% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Premier Path Wealth Partners, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$8.7億，共申報了 398 個公開持股部位。
在 Q1 2026 季度，Premier Path Wealth Partners, LLC 按市值排列的前三大核心持股分別為：AAPL (5.1%)、ACWX (3.9%)、NVDA (3.7%)。其中最大持股部位 AAPL 佔據整體投資組合約 5.1% 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
CSGP
市值: US$55.0萬
本季最大獲利了結 / 清倉標的
BUD
前期市值: US$106.8萬
在 Q1 2026 季度中，Premier Path Wealth Partners, LLC 共進行了 200 項持倉異動，包含新建倉 21 個部位、加碼 85 個部位、減碼 77 個部位以及清倉 17 個部位。 其中最大新建倉標的為 CSGP。 本季清倉部位包含 BUD。
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。