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: 0001817174
申報總市值
US$4.4億
US$4.4億
134 檔
22.5%
在 Q1 2026 申報期間，Prudent Man Advisors, LLC（CIK: 0001817174）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$4.4億，共持有 134 個公開申報部位。
Prudent Man Advisors, LLC 於 Q1 2026 展現出進攻型調倉步調，本季推動了 7 檔股票的新建倉與 104 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 VTI, BND, NVDA）累計市值佔比達 22.5%，是驅動 Prudent Man Advisors, 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 11.98% | -2.07% | -6.79% | |
| 2 | BND | Vanguard Total Bond Market | ETF-其他 | 7.33% | -1.51% | -6.06% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 3.54% | -0.10% | +52.98% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 3.35% | -0.12% | +54.29% | |
| 5 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 3.26% | +0.73% | +6.96% | |
| 6 | ESGU | Ishares Esg Aware Msci USA | ETF-其他 | 2.74% | -0.56% | -8.67% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.46% | -0.35% | +54.62% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.43% | +0.09% | +49.59% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.43% | +0.46% | -18.57% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.34% | -0.14% | +139.05% | |
| 11 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.32% | -0.01% | +57.47% | |
| 12 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 2.14% | -0.53% | -4.88% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.84% | -0.10% | +54.88% | |
| 14 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 1.81% | -0.24% | +17.05% | |
| 15 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 1.62% | -0.23% | +62.93% | |
| 16 | AVGO | Broadcom Inc | 股票-科技 | 1.59% | +0.04% | +53.66% | |
| 17 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.31% | -0.63% | +52.08% | |
| 18 | WMT | Walmart Inc | 股票-非循環性消費 | 1.22% | -0.28% | +51.68% | |
| 19 | GLW | Corning Inc | 股票-科技 | 1.19% | +0.21% | +42.02% | |
| 20 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.15% | +0.08% | +75.87% | |
| 21 | MU | Micron Technology Inc | 股票-科技 | 1.13% | +1.28% | +150.13% | |
| 22 | BAC | Bank Of America CORP | 股票-金融 | 1.07% | +0.01% | +66.63% | |
| 23 | AMAT | Applied Materials Inc | 股票-科技 | 1.05% | +0.50% | +47.41% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.03% | -0.11% | +53.78% | |
| 25 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.97% | -0.13% | -7.44% | |
| 26 | PM | Philip Morris International | 股票-非循環性消費 | 0.97% | -0.08% | +53.83% | |
| 27 | LRCX | Lam Research CORP | 股票-科技 | 0.93% | +0.33% | +31.36% | |
| 28 | MS | Morgan Stanley | 股票-金融 | 0.92% | -0.06% | +55.44% | |
| 29 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.91% | -0.07% | +50.96% | |
| 30 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.87% | -0.06% | -26.96% | |
| 31 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.82% | +0.19% | +66.35% | |
| 32 | PWR | Quanta Services Inc | 股票-工業 | 0.76% | -0.22% | +47.49% | |
| 33 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.74% | -0.15% | +56.34% | |
| 34 | BLK | Blackrock Inc | 股票-金融 | 0.73% | -0.11% | +52.92% | |
| 35 | MA | Mastercard Inc - A | 股票-金融 | 0.69% | — | +54.13% | |
| 36 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.69% | -0.11% | +1.23% | |
| 37 | EMR | Emerson Electric Co | 股票-工業 | 0.68% | -0.04% | +53.34% | |
| 38 | V | Visa Inc-class A Shares | 股票-金融 | 0.68% | -0.02% | +54.18% | |
| 39 | TMUS | T-mobile US Inc | 股票-通訊服務 | 0.65% | -0.22% | +53.95% | |
| 40 | LHX | L3harris Technologies Inc | 股票-工業 | 0.64% | -0.17% | +50.51% | |
| 41 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.60% | -0.06% | +51.66% | |
| 42 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.58% | -0.15% | +49.46% | |
| 43 | PLD | Prologis Inc | 股票-房地產 | 0.58% | -0.09% | +41.92% | |
| 44 | FCX | Freeport-mcmoran Inc | 股票-原物料 | 0.57% | -0.04% | +75.32% | |
| 45 | OKE | Oneok Inc | 股票-能源 | 0.57% | -0.12% | +57.79% | |
| 46 | NOC | Northrop Grumman CORP | 股票-工業 | 0.57% | -0.20% | +62.08% | |
| 47 | LH | Labcorp Holdings Inc | 股票-醫療保健 | 0.56% | -0.07% | +53.78% | |
| 48 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.53% | +0.05% | +56.93% | |
| 49 | ORCL | Oracle CORP | 股票-科技 | 0.52% | -0.08% | +53.65% | |
| 50 | AME | Ametek Inc | 股票-工業 | 0.51% | -0.03% | +52.49% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +1.1% | +139.05% | 加碼 |
| 2 | MU | Micron Technology Inc | +0.7% | +150.13% | 加碼 |
| 3 | NVDA | Nvidia CORP | +0.5% | +52.98% | 加碼 |
| 4 | GLW | Corning Inc | +0.5% | +42.02% | 加碼 |
| 5 | AAPL | Apple Inc | +0.5% | +54.29% | 加碼 |
| 6 | VMBS | Vanguard Mortgage-backed Sec | +0.4% | +62.93% | 加碼 |
| 7 | AMAT | Applied Materials Inc | +0.4% | +47.41% | 加碼 |
| 8 | WMT | Walmart Inc | +0.4% | +51.68% | 加碼 |
| 9 | AMZN | Amazon.com Inc | +0.3% | +57.47% | 加碼 |
| 10 | GOOGL | Alphabet Inc-cl A | +0.3% | +75.87% | 加碼 |
| 11 | PWR | Quanta Services Inc | +0.3% | +47.49% | 加碼 |
| 12 | GOOG | Alphabet Inc-cl C | +0.3% | +49.59% | 加碼 |
| 13 | MRK | Merck & Co. Inc. | +0.3% | +50.96% | 加碼 |
| 14 | JPM | Jpmorgan Chase & Co | +0.3% | +54.88% | 加碼 |
| 15 | LRCX | Lam Research CORP | +0.2% | +31.36% | 加碼 |
| 16 | COST | Costco Wholesale CORP | +0.2% | +56.34% | 加碼 |
| 17 | PM | Philip Morris International | +0.2% | +53.83% | 加碼 |
| 18 | FCX | Freeport-mcmoran Inc | +0.2% | +75.32% | 加碼 |
| 19 | OKE | Oneok Inc | +0.2% | +57.79% | 加碼 |
| 20 | NOC | Northrop Grumman CORP | +0.2% | +62.08% | 加碼 |
| 21 | LHX | L3harris Technologies Inc | +0.2% | +50.51% | 加碼 |
| 22 | COP | Conocophillips | +0.2% | +59.40% | 加碼 |
| 23 | EQT | Eqt CORP | +0.2% | +77.99% | 加碼 |
| 24 | AVGO | Broadcom Inc | +0.2% | +53.66% | 加碼 |
| 25 | BAC | Bank Of America CORP | +0.2% | +66.63% | 加碼 |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +53.78% | 加碼 |
| 27 | ALB | Albemarle CORP | +0.2% | +44.74% | 加碼 |
| 28 | VZ | Verizon Communications Inc | +0.2% | +121.62% | 加碼 |
| 29 | MS | Morgan Stanley | +0.2% | +55.44% | 加碼 |
| 30 | TMUS | T-mobile US Inc | +0.2% | +53.95% | 加碼 |
| 31 | LH | Labcorp Holdings Inc | +0.2% | +53.78% | 加碼 |
| 32 | CVX | Chevron CORP | +0.2% | +51.30% | 加碼 |
| 33 | EMR | Emerson Electric Co | +0.1% | +53.34% | 加碼 |
| 34 | EVRG | Evergy Inc | +0.1% | +58.30% | 加碼 |
| 35 | LLY | Eli Lilly & Co | +0.1% | +66.35% | 加碼 |
| 36 | AME | Ametek Inc | +0.1% | +52.49% | 加碼 |
| 37 | VLO | Valero Energy CORP | +0.1% | +48.94% | 加碼 |
| 38 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | +60.97% | 加碼 |
| 39 | J | Jacobs Solutions Inc | +0.1% | +66.48% | 加碼 |
| 40 | META | Meta Platforms Inc-class A | +0.1% | +52.08% | 加碼 |
| 41 | PLD | Prologis Inc | +0.1% | +41.92% | 加碼 |
| 42 | PG | Procter & Gamble Co/the | +0.1% | +78.66% | 加碼 |
| 43 | DIS | Walt Disney Co/the | +0.1% | +76.72% | 加碼 |
| 44 | BLK | Blackrock Inc | +0.1% | +52.92% | 加碼 |
| 45 | LKQ | Lkq CORP | +0.1% | +60.14% | 加碼 |
| 46 | DE | Deere & Co | +0.1% | +50.17% | 加碼 |
| 47 | OVV | Ovintiv Inc | +0.1% | +52.31% | 加碼 |
| 48 | MA | Mastercard Inc - A | +0.1% | +54.13% | 加碼 |
| 49 | DAL | Delta Air Lines Inc | +0.1% | +55.13% | 加碼 |
| 50 | RTX | Rtx CORP | +0.1% | +50.96% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Prudent Man Advisors, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$4.4億，共申報了 134 個公開持股部位。
在 Q1 2026 季度，Prudent Man Advisors, LLC 按市值排列的前三大核心持股分別為：VTI (12.0%)、BND (7.3%)、NVDA (3.5%)。其中最大持股部位 VTI 佔據整體投資組合約 12.0% 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
PEP
市值: US$81.8萬
本季最大獲利了結 / 清倉標的
KO
前期市值: US$58.5萬
在 Q1 2026 季度中，Prudent Man Advisors, LLC 共進行了 138 項持倉異動，包含新建倉 7 個部位、加碼 104 個部位、減碼 19 個部位以及清倉 8 個部位。 其中最大新建倉標的為 PEP。 本季清倉部位包含 KO。
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。