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: 0002053150
申報總市值
US$2.6億
US$2.6億
168 檔
26.5%
截至 Q1 2026 季度末，Purkiss Capital Advisors LLC 的美股持倉估值約為 US$2.6億，全數申報部位共有 168 檔。
在 Q1 2026，Purkiss Capital Advisors LLC 操作展現出積極擴展與加碼意向。本季共新建倉 13 個新部位，並對 94 個既有持股進行加碼（合計增持 107 檔），相較減碼與清倉部位顯著佔優。
檢視投資組合結構，前 5 大主力部位（包含 BRK-B, IAU, AAPL）占據了總市值的 26.5%，展現出該機構在 Q1 2026 的重點資金聚焦與風險分佈特徵。
| # | 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 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 11.70% | -1.19% | +0.54% | |
| 2 | IAU | Ishares Gold Trust | ETF-避險與商品 | 7.25% | -2.01% | +5.24% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 5.42% | +0.09% | +1.02% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.78% | -0.50% | +29.82% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 2.49% | — | +7.01% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 2.25% | +0.95% | +1.10% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.24% | +0.11% | +0.43% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.78% | +0.03% | +3.96% | |
| 9 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.70% | -0.02% | +3.53% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.62% | +0.31% | +11.01% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.57% | +0.13% | +2.06% | |
| 12 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.45% | -0.12% | -0.32% | |
| 13 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.40% | -0.42% | +1.37% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.38% | +0.28% | +6.12% | |
| 15 | CVX | Chevron CORP | 股票-能源 | 1.27% | -0.37% | +25.05% | |
| 16 | CRWV | Coreweave Inc-cl A | 股票-科技 | 1.27% | -0.10% | +270.30% | |
| 17 | MA | Mastercard Inc - A | 股票-金融 | 1.22% | -0.10% | +11.23% | |
| 18 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.18% | +0.13% | +14.94% | |
| 19 | GUNR | Flexshares Global Upstream N | ETF-其他 | 1.16% | -0.28% | -1.03% | |
| 20 | HELO | Jpmorgan Hedged Equity ETF | ETF-其他 | 1.11% | -0.01% | +11.15% | |
| 21 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 1.10% | -0.10% | — | |
| 22 | WMT | Walmart Inc | 股票-非循環性消費 | 1.09% | -0.21% | +52.87% | |
| 23 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 1.06% | -0.11% | +0.27% | |
| 24 | V | Visa Inc-class A Shares | 股票-金融 | 1.05% | -0.01% | -0.38% | |
| 25 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.04% | +1.28% | +14.52% | |
| 26 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.00% | -0.05% | +11.22% | |
| 27 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.98% | -0.18% | — | |
| 28 | RTX | Rtx CORP | 股票-工業 | 0.89% | -0.16% | +9.68% | |
| 29 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.83% | +0.02% | +699.60% | |
| 30 | WELL | Welltower Inc | 股票-房地產 | 0.78% | +0.10% | +21.72% | |
| 31 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.75% | +0.35% | +2.96% | |
| 32 | STLD | Steel Dynamics Inc | 股票-原物料 | 0.75% | +0.15% | +11.86% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.74% | — | +0.34% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.74% | -0.10% | -3.69% | |
| 35 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.73% | +0.40% | +4.47% | |
| 36 | BAC | Bank Of America CORP | 股票-金融 | 0.72% | +0.04% | +17.46% | |
| 37 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.71% | -0.06% | +8.67% | |
| 38 | GEV | GE Vernova Inc | 股票-工業 | 0.69% | +0.14% | +0.06% | |
| 39 | PSX | Phillips 66 | 股票-能源 | 0.67% | -0.19% | +65.00% | |
| 40 | LAMR | Lamar Advertising Co-a | 股票-房地產 | 0.66% | +0.15% | +10.62% | |
| 41 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.65% | -0.15% | +786.46% | |
| 42 | AEP | American Electric Power | 股票-公用事業 | 0.64% | -0.04% | +28.89% | |
| 43 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.62% | +0.13% | +5.12% | |
| 44 | VLO | Valero Energy CORP | 股票-能源 | 0.62% | -0.12% | +101.67% | |
| 45 | CAT | Caterpillar Inc | 股票-工業 | 0.59% | +0.33% | — | |
| 46 | HON | Honeywell International Inc | 股票-工業 | 0.53% | -0.53% | EXIT | |
| 47 | FTEC | Fidelity Msci Info Tech Indx | ETF-科技型 | 0.53% | +0.11% | -29.59% | |
| 48 | LMT | Lockheed Martin CORP | 股票-工業 | 0.51% | -0.24% | +57.62% | |
| 49 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.51% | -0.07% | +6.42% | |
| 50 | AVAV | Aerovironment Inc | 股票-工業 | 0.49% | -0.10% | +164.29% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CRWV | Coreweave Inc-cl A | +0.9% | +270.30% | 加碼 |
| 2 | QUAL | Ishares Msci USA Quality Fac | +0.7% | +699.60% | 加碼 |
| 3 | PLTR | Palantir Technologies Inc-a | +0.6% | +786.46% | 加碼 |
| 4 | IAU | Ishares Gold Trust | +0.5% | +5.24% | 加碼 |
| 5 | CVX | Chevron CORP | +0.5% | +25.05% | 加碼 |
| 6 | WMT | Walmart Inc | +0.4% | +52.87% | 加碼 |
| 7 | VLO | Valero Energy CORP | +0.4% | +101.67% | 加碼 |
| 8 | PSX | Phillips 66 | +0.4% | +65.00% | 加碼 |
| 9 | BP | Bp Plc-spons Adr | +0.3% | +139.78% | 加碼 |
| 10 | LMT | Lockheed Martin CORP | +0.2% | +57.62% | 加碼 |
| 11 | AVAV | Aerovironment Inc | +0.2% | +164.29% | 加碼 |
| 12 | AEP | American Electric Power | +0.2% | +28.89% | 加碼 |
| 13 | JNJ | Johnson & Johnson | +0.1% | -0.32% | 減碼 |
| 14 | WELL | Welltower Inc | +0.1% | +21.72% | 加碼 |
| 15 | GEV | GE Vernova Inc | +0.1% | +0.06% | 加碼 |
| 16 | E | Eni Spa-sponsored Adr | +0.1% | +2.88% | 加碼 |
| 17 | GUNR | Flexshares Global Upstream N | +0.1% | -1.03% | 減碼 |
| 18 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.1% | +36.31% | 加碼 |
| 19 | NEE | Nextera Energy Inc | +0.1% | +8.67% | 加碼 |
| 20 | TT | Trane Technologies plc | +0.1% | +35.59% | 加碼 |
| 21 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +14.94% | 加碼 |
| 22 | HON | Honeywell International Inc | +0.1% | +13.03% | 加碼 |
| 23 | COST | Costco Wholesale CORP | +0.1% | +4.47% | 加碼 |
| 24 | STLD | Steel Dynamics Inc | +0.1% | +11.86% | 加碼 |
| 25 | CAT | Caterpillar Inc | +0.1% | — | 不變 |
| 26 | XOM | Exxon Mobil CORP | +0.1% | -5.82% | 減碼 |
| 27 | CB | Chubb Limited | +0.1% | +38.32% | 加碼 |
| 28 | CMI | Cummins Inc | +0.1% | +56.21% | 加碼 |
| 29 | RTX | Rtx CORP | +0.1% | +9.68% | 加碼 |
| 30 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +5.12% | 加碼 |
| 31 | PM | Philip Morris International | +0.1% | +19.47% | 加碼 |
| 32 | GLD | Spdr Gold Shares | +0.1% | +1.37% | 加碼 |
| 33 | BMY | Bristol-myers Squibb Co | +0.1% | — | 不變 |
| 34 | MO | Altria Group Inc | +0.1% | +6.07% | 加碼 |
| 35 | OKE | Oneok Inc | +0.1% | +0.22% | 加碼 |
| 36 | LIN | Linde plc | 0% | +0.05% | 加碼 |
| 37 | SPYG | Ss Spdr P S&p 500 Growth ETF | 0% | +60.54% | 加碼 |
| 38 | LAMR | Lamar Advertising Co-a | 0% | +10.62% | 加碼 |
| 39 | PH | Parker Hannifin CORP | 0% | +13.52% | 加碼 |
| 40 | HSBC | Hsbc Holdings Plc-spons Adr | 0% | +14.41% | 加碼 |
| 41 | TTE | TotalEnergies SE | 0% | — | 不變 |
| 42 | AMGN | Amgen Inc | 0% | +24.73% | 加碼 |
| 43 | PWR | Quanta Services Inc | 0% | — | 不變 |
| 44 | SPG | Simon Property Group Inc | 0% | +11.26% | 加碼 |
| 45 | SHEL | Shell Plc-adr | 0% | +2.37% | 加碼 |
| 46 | BWXT | Bwx Technologies Inc | 0% | +2.88% | 加碼 |
| 47 | CW | Curtiss-wright CORP | 0% | — | 不變 |
| 48 | FIDU | Fidelity Msci Indust Indx | 0% | +12.88% | 加碼 |
| 49 | EPD | Enterprise Products Partners | 0% | +0.55% | 加碼 |
| 50 | HWM | Howmet Aerospace Inc | 0% | +3.75% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Purkiss Capital Advisors LLC 在 Q1 2026 季度的美股持倉總市值約為 US$2.6億，共申報了 168 個公開持股部位。
在 Q1 2026 季度，Purkiss Capital Advisors LLC 按市值排列的前三大核心持股分別為：BRK-B (11.7%)、IAU (7.3%)、AAPL (5.4%)。其中最大持股部位 BRK-B 佔據整體投資組合約 11.7% 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
IDEV
市值: US$251.2萬
本季最大獲利了結 / 清倉標的
IQLT
前期市值: US$270.6萬
在 Q1 2026 季度中，Purkiss Capital Advisors LLC 共進行了 154 項持倉異動，包含新建倉 13 個部位、加碼 94 個部位、減碼 37 個部位以及清倉 10 個部位。 其中最大新建倉標的為 IDEV。 本季清倉部位包含 IQLT。
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。