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: 0001335851
申報總市值
US$14.0億
US$14.0億
169 檔
30.5%
Private Wealth Partners, LLC 在 Q1 2026 季度的美股部位總計估值為 US$14.0億，分散於 169 個持倉標的之中，反映其市場參與廣度與投資規模。
數據顯示 Private Wealth Partners, LLC 於 Q1 2026 季度持續回收資金，對 72 個既有部位進行裁減並清倉 11 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 AAPL, NVDA, GOOGL）累計市值佔比達 30.5%，是驅動 Private Wealth Partners, LLC 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 | AAPL | Apple Inc | 股票-科技 | 8.38% | +0.01% | -1.83% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 7.80% | +0.77% | -20.38% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 6.66% | +0.58% | -2.64% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 5.74% | -0.75% | +0.31% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.44% | +0.08% | +1.56% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.73% | +0.38% | +3.93% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.42% | -0.15% | -2.00% | |
| 8 | V | Visa Inc-class A Shares | 股票-金融 | 3.22% | +0.07% | -0.17% | |
| 9 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 2.87% | -0.11% | -0.79% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.60% | +0.33% | -3.76% | |
| 11 | CVX | Chevron CORP | 股票-能源 | 2.60% | -0.77% | -3.03% | |
| 12 | GS | Goldman Sachs Group Inc | 股票-金融 | 2.42% | +0.10% | -4.10% | |
| 13 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 2.40% | -0.39% | -0.05% | |
| 14 | ABBV | Abbvie Inc | 股票-醫療保健 | 2.39% | +0.07% | +0.14% | |
| 15 | HON | Honeywell International Inc | 股票-工業 | 2.38% | -2.38% | EXIT | |
| 16 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.37% | -0.68% | -0.85% | |
| 17 | MCK | Mckesson CORP | 股票-醫療保健 | 2.02% | -0.58% | -0.83% | |
| 18 | AMD | Advanced Micro Devices | 股票-科技 | 1.74% | +2.42% | -1.09% | |
| 19 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.48% | -0.17% | +91.93% | |
| 20 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.44% | -0.14% | -0.85% | |
| 21 | SOLS | Solstice Adv Materials Inc | 股票-原物料 | 1.39% | +0.10% | -22.11% | |
| 22 | DHR | Danaher CORP | 股票-醫療保健 | 1.37% | -0.18% | -1.24% | |
| 23 | PFE | Pfizer Inc | 股票-醫療保健 | 1.31% | -0.25% | +4.86% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.24% | +0.21% | -12.62% | |
| 25 | QCOM | Qualcomm Inc | 股票-科技 | 1.16% | +0.28% | -2.79% | |
| 26 | BSX | Boston Scientific CORP | 股票-醫療保健 | 0.95% | -0.39% | +0.44% | |
| 27 | HD | Home Depot Inc | 股票-循環性消費 | 0.92% | -0.17% | -2.49% | |
| 28 | FCX | Freeport-mcmoran Inc | 股票-原物料 | 0.85% | -0.03% | -1.53% | |
| 29 | SYK | Stryker CORP | 股票-醫療保健 | 0.79% | -0.13% | +0.46% | |
| 30 | KKR | Kkr & Co Inc | 股票-金融 | 0.78% | +0.05% | -0.21% | |
| 31 | TPG | Tpg Inc | 股票-金融 | 0.76% | -0.31% | +8.84% | |
| 32 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.66% | -0.09% | -2.16% | |
| 33 | MS | Morgan Stanley | 股票-金融 | 0.65% | +0.12% | -0.89% | |
| 34 | ORCL | Oracle CORP | 股票-科技 | 0.64% | -0.13% | +202.42% | |
| 35 | MA | Mastercard Inc - A | 股票-金融 | 0.63% | -0.07% | +10.76% | |
| 36 | ADI | Analog Devices Inc | 股票-科技 | 0.63% | -0.02% | -0.44% | |
| 37 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.60% | -0.16% | -0.29% | |
| 38 | FTNT | Fortinet Inc | 股票-科技 | 0.57% | +0.42% | — | |
| 39 | ADBE | Adobe Inc | 股票-科技 | 0.46% | -0.30% | -46.92% | |
| 40 | MRVL | Marvell Technology Inc | 股票-科技 | 0.45% | +0.63% | -2.36% | |
| 41 | MPLX | Mplx LP | 股票-能源 | 0.41% | -0.04% | — | |
| 42 | ZTS | Zoetis Inc | 股票-醫療保健 | 0.39% | -0.39% | EXIT | |
| 43 | EPD | Enterprise Products Partners | 股票-能源 | 0.35% | -0.04% | +1.53% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.34% | +0.02% | -1.37% | |
| 45 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.33% | +0.05% | -13.41% | |
| 46 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.32% | -0.07% | -1.04% | |
| 47 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.30% | -0.06% | -5.17% | |
| 48 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.30% | -0.07% | +0.15% | |
| 49 | GPIX | Gldm SA S&p 500 Pr In Etf-us | ETF-大型股與成長 | 0.30% | -0.01% | +10.85% | |
| 50 | BX | Blackstone Inc | 股票-金融 | 0.27% | +0.06% | +10.29% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CVX | Chevron CORP | +0.8% | -3.03% | 減碼 |
| 2 | SCHW | Schwab (charles) CORP | +0.7% | +91.93% | 加碼 |
| 3 | MRK | Merck & Co. Inc. | +0.5% | -0.79% | 減碼 |
| 4 | HON | Honeywell International Inc | +0.5% | -1.24% | 減碼 |
| 5 | COST | Costco Wholesale CORP | +0.5% | -0.85% | 減碼 |
| 6 | ORCL | Oracle CORP | +0.4% | +202.42% | 加碼 |
| 7 | SOLS | Solstice Adv Materials Inc | +0.3% | -22.11% | 減碼 |
| 8 | JNJ | Johnson & Johnson | +0.3% | -0.85% | 減碼 |
| 9 | PFE | Pfizer Inc | +0.3% | +4.86% | 加碼 |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | +3.93% | 加碼 |
| 11 | MCK | Mckesson CORP | +0.2% | -0.83% | 減碼 |
| 12 | FCX | Freeport-mcmoran Inc | +0.2% | -1.53% | 減碼 |
| 13 | KMI | Kinder Morgan, Inc. | +0.2% | -2.16% | 減碼 |
| 14 | ADI | Analog Devices Inc | +0.1% | -0.44% | 減碼 |
| 15 | NXPI | NXP Semiconductors N.V. | +0.1% | +203.65% | 加碼 |
| 16 | ETN | Eaton Corporation plc | +0.1% | +28.08% | 加碼 |
| 17 | MRVL | Marvell Technology Inc | +0.1% | -2.36% | 減碼 |
| 18 | ABBV | Abbvie Inc | +0.1% | +0.14% | 加碼 |
| 19 | EPD | Enterprise Products Partners | +0.1% | +1.53% | 加碼 |
| 20 | PANW | Palo Alto Networks Inc | +0.1% | +108.69% | 加碼 |
| 21 | BKR | Baker Hughes Co | +0.1% | — | 不變 |
| 22 | AVGO | Broadcom Inc | +0.1% | +48.24% | 加碼 |
| 23 | MPLX | Mplx LP | +0.1% | — | 不變 |
| 24 | FTNT | Fortinet Inc | +0.1% | — | 不變 |
| 25 | OXY | Occidental Petroleum CORP | +0.1% | -13.21% | 減碼 |
| 26 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +19.90% | 加碼 |
| 27 | TSLA | Tesla Inc | +0.1% | +43.39% | 加碼 |
| 28 | GLD | Spdr Gold Shares | +0.1% | -1.04% | 減碼 |
| 29 | AMD | Advanced Micro Devices | 0% | -1.09% | 減碼 |
| 30 | NNE | Nano Nuclear Energy Inc | 0% | +191.60% | 加碼 |
| 31 | CCJ | Cameco CORP | 0% | — | 不變 |
| 32 | NEE | Nextera Energy Inc | 0% | +0.07% | 加碼 |
| 33 | GPIX | Gldm SA S&p 500 Pr In Etf-us | 0% | +10.85% | 加碼 |
| 34 | LRCX | Lam Research CORP | 0% | +81.87% | 加碼 |
| 35 | PM | Philip Morris International | 0% | +27.10% | 加碼 |
| 36 | XOM | Exxon Mobil CORP | 0% | +0.41% | 加碼 |
| 37 | COP | Conocophillips | 0% | -4.40% | 減碼 |
| 38 | ET | Energy Transfer LP | 0% | — | 不變 |
| 39 | VZ | Verizon Communications Inc | 0% | -0.19% | 減碼 |
| 40 | MA | Mastercard Inc - A | 0% | +10.76% | 加碼 |
| 41 | WMT | Walmart Inc | 0% | -1.33% | 減碼 |
| 42 | DUK | Duke Energy CORP | 0% | +0.12% | 加碼 |
| 43 | MCD | Mcdonald's CORP | 0% | +3.31% | 加碼 |
| 44 | PEP | Pepsico Inc | 0% | -5.17% | 減碼 |
| 45 | SYK | Stryker CORP | 0% | +0.46% | 加碼 |
| 46 | ACN | Accenture plc | 0% | +68.42% | 加碼 |
| 47 | INTC | Intel CORP | 0% | — | 不變 |
| 48 | KR | Kroger Co | 0% | — | 不變 |
| 49 | BITB | Bitwise Bitcoin ETF | 0% | +55.51% | 加碼 |
| 50 | CAT | Caterpillar Inc | 0% | — | 不變 |
根據 SEC 官方 Form 13F 申報備案，Private Wealth Partners, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$14.0億，共申報了 169 個公開持股部位。
在 Q1 2026 季度，Private Wealth Partners, LLC 按市值排列的前三大核心持股分別為：AAPL (8.4%)、NVDA (7.8%)、GOOGL (6.7%)。其中最大持股部位 AAPL 佔據整體投資組合約 8.4% 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
VMC
市值: US$108.9萬
本季最大獲利了結 / 清倉標的
TEK
前期市值: US$143.1萬
在 Q1 2026 季度中，Private Wealth Partners, LLC 共進行了 138 項持倉異動，包含新建倉 10 個部位、加碼 45 個部位、減碼 72 個部位以及清倉 11 個部位。 其中最大新建倉標的為 VMC。 本季清倉部位包含 TEK。
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。