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: 0000820434
申報總市值
US$1.7億
US$1.7億
121 檔
23.4%
在 Q1 2026 的 13F 官方備案中，Pvg Asset Management CORP 管理的美股投資組合規模來到 US$1.7億，整體持股檔數為 121 檔。
Pvg Asset Management CORP 於 Q1 2026 展現出進攻型調倉步調，本季推動了 47 檔股票的新建倉與 52 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 JEPQ, AMD, MRVL）累計市值佔比達 23.4%，是驅動 Pvg Asset Management CORP 該季度整體投資組合績效表現的核心支柱。
本季最大新建倉標的
CDE
市值: US$336.9萬
本季最大獲利了結 / 清倉標的
CHMI
前期市值: US$51.3萬
| # | 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 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 10.13% | -6.36% | +444.87% | |
| 2 | AMD | Advanced Micro Devices | 股票-科技 | 4.45% | -1.05% | +498.13% | |
| 3 | MRVL | Marvell Technology Inc | 股票-科技 | 3.63% | -0.97% | +271.41% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 3.02% | -3.60% | +173.48% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.74% | -1.87% | +335.34% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 2.40% | -3.12% | +143.36% | |
| 7 | PIM | Putnam Master Intrm Inc Tr | 股票-其他 | 2.34% | -3.43% | +155.18% | |
| 8 | HWM | Howmet Aerospace Inc | 股票-工業 | 2.32% | -1.02% | +522.62% | |
| 9 | CRS | Carpenter Technology | 股票-工業 | 2.10% | -0.70% | +498.39% | |
| 10 | COHR | Coherent CORP | 股票-科技 | 2.07% | -0.52% | +540.47% | |
| 11 | CDE | Coeur Mining Inc | 股票-原物料 | 1.99% | — | NEW | |
| 12 | GEV | GE Vernova Inc | 股票-工業 | 1.96% | -1.06% | +345.92% | |
| 13 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 1.90% | -1.65% | +321.29% | |
| 14 | MU | Micron Technology Inc | 股票-科技 | 1.87% | — | NEW | |
| 15 | AAPL | Apple Inc | 股票-科技 | 1.67% | -1.80% | +208.05% | |
| 16 | PAAS | Pan American Silver CORP | 股票-原物料 | 1.67% | -1.02% | +500.49% | |
| 17 | GE | General Electric | 股票-工業 | 1.66% | -1.42% | +278.67% | |
| 18 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.63% | -1.78% | +180.30% | |
| 19 | BE | Bloom Energy Corp- A | 股票-工業 | 1.62% | — | NEW | |
| 20 | VIAV | Viavi Solutions Inc | 股票-科技 | 1.60% | — | NEW | |
| 21 | FTI | TechnipFMC plc | 股票-能源 | 1.54% | -0.57% | +533.85% | |
| 22 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.48% | -0.60% | +509.25% | |
| 23 | SPYI | Neos S&p 500 High Income ETF | ETF-大型股與成長 | 1.46% | -2.23% | +129.30% | |
| 24 | FCFS | Firstcash Holdings Inc | 股票-金融 | 1.46% | -0.61% | +514.56% | |
| 25 | C | Citigroup Inc | 股票-金融 | 1.40% | -0.99% | +322.00% | |
| 26 | BCS | Barclays Plc-spons Adr | 股票-金融 | 1.37% | -0.81% | +506.43% | |
| 27 | ARIS | Aris Mining CORP | 股票-其他 | 1.35% | -0.76% | +499.76% | |
| 28 | APEI | American Public Education | 股票-其他 | 1.31% | -0.57% | +502.34% | |
| 29 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.23% | -1.54% | +280.54% | |
| 30 | ATI | Ati Inc | 股票-工業 | 1.21% | — | NEW | |
| 31 | CENX | Century Aluminum Company | 股票-原物料 | 1.07% | -0.44% | +531.16% | |
| 32 | ROAD | Construction Partners Inc-a | 股票-工業 | 1.04% | -0.55% | +510.44% | |
| 33 | AGI | Alamos Gold Inc-class A | 股票-原物料 | 1.01% | -0.44% | +746.79% | |
| 34 | APP | Applovin Corp-class A | 股票-科技 | 0.93% | -1.16% | +275.28% | |
| 35 | GRAL | Grail Inc | 股票-醫療保健 | 0.91% | -1.76% | +167.83% | |
| 36 | KALU | Kaiser Aluminum CORP | 股票-其他 | 0.91% | -0.47% | +331.87% | |
| 37 | BANC | Banc Of California Inc | 股票-其他 | 0.90% | -0.52% | +512.65% | |
| 38 | XMTR | Xometry Inc-a | 股票-其他 | 0.88% | — | NEW | |
| 39 | ERO | Ero Copper CORP | 股票-其他 | 0.88% | -0.48% | +509.66% | |
| 40 | IFS | Intercorp Financial Services Inc. | 股票-其他 | 0.80% | — | NEW | |
| 41 | VIK | Viking Holdings Ltd | 股票-循環性消費 | 0.77% | — | NEW | |
| 42 | CCJ | Cameco CORP | 股票-能源 | 0.75% | -0.46% | +404.83% | |
| 43 | MP | Mp Materials CORP | 股票-原物料 | 0.73% | — | NEW | |
| 44 | VTHR | Vanguard Russell 3000 | ETF-其他 | 0.73% | -0.78% | +200.00% | |
| 45 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.72% | -0.50% | +471.39% | |
| 46 | GRC | Gorman-rupp Co | 股票-其他 | 0.68% | — | NEW | |
| 47 | CFG | Citizens Financial Group | 股票-金融 | 0.68% | — | NEW | |
| 48 | PLMR | Palomar Holdings Inc | 股票-金融 | 0.68% | -0.46% | +526.36% | |
| 49 | MTZ | Mastec Inc | 股票-工業 | 0.65% | — | NEW | |
| 50 | GLW | Corning Inc | 股票-科技 | 0.64% | -1.13% | -4.96% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | JEPQ | JPM Nasdaq Equity Premium | +3.8% | +444.87% | 加碼 |
| 2 | AMD | Advanced Micro Devices | +3.4% | +498.13% | 加碼 |
| 3 | MRVL | Marvell Technology Inc | +2.7% | +271.41% | 加碼 |
| 4 | CDE | Coeur Mining Inc | +2% | NEW | 新建倉 |
| 5 | MU | Micron Technology Inc | +1.9% | NEW | 新建倉 |
| 6 | BE | Bloom Energy Corp- A | +1.6% | NEW | 新建倉 |
| 7 | VIAV | Viavi Solutions Inc | +1.6% | NEW | 新建倉 |
| 8 | COHR | Coherent CORP | +1.6% | +540.47% | 加碼 |
| 9 | CRS | Carpenter Technology | +1.4% | +498.39% | 加碼 |
| 10 | HWM | Howmet Aerospace Inc | +1.3% | +522.62% | 加碼 |
| 11 | ATI | Ati Inc | +1.2% | NEW | 新建倉 |
| 12 | FTI | TechnipFMC plc | +1% | +533.85% | 加碼 |
| 13 | GEV | GE Vernova Inc | +0.9% | +345.92% | 加碼 |
| 14 | TSM | Taiwan Semiconductor-sp Adr | +0.9% | +509.25% | 加碼 |
| 15 | XMTR | Xometry Inc-a | +0.9% | NEW | 新建倉 |
| 16 | QQQ | Invesco Qqq Trust Series 1 | +0.9% | +335.34% | 加碼 |
| 17 | FCFS | Firstcash Holdings Inc | +0.9% | +514.56% | 加碼 |
| 18 | IFS | Intercorp Financial Services Inc. | +0.8% | NEW | 新建倉 |
| 19 | VIK | Viking Holdings Ltd | +0.8% | NEW | 新建倉 |
| 20 | APEI | American Public Education | +0.7% | +502.34% | 加碼 |
| 21 | MP | Mp Materials CORP | +0.7% | NEW | 新建倉 |
| 22 | GRC | Gorman-rupp Co | +0.7% | NEW | 新建倉 |
| 23 | CFG | Citizens Financial Group | +0.7% | NEW | 新建倉 |
| 24 | PAAS | Pan American Silver CORP | +0.7% | +500.49% | 加碼 |
| 25 | MTZ | Mastec Inc | +0.7% | NEW | 新建倉 |
| 26 | RGLD | Royal Gold Inc | +0.6% | NEW | 新建倉 |
| 27 | CENX | Century Aluminum Company | +0.6% | +531.16% | 加碼 |
| 28 | EBC | Eastern Bankshares Inc | +0.6% | NEW | 新建倉 |
| 29 | IVR | Invesco Mortgage Capital | +0.6% | NEW | 新建倉 |
| 30 | ARIS | Aris Mining CORP | +0.6% | +499.76% | 加碼 |
| 31 | AGI | Alamos Gold Inc-class A | +0.6% | +746.79% | 加碼 |
| 32 | BCS | Barclays Plc-spons Adr | +0.6% | +506.43% | 加碼 |
| 33 | AHR | American Healthcare Reit Inc | +0.5% | NEW | 新建倉 |
| 34 | ROAD | Construction Partners Inc-a | +0.5% | +510.44% | 加碼 |
| 35 | HAPN | Happen Inc | +0.5% | NEW | 新建倉 |
| 36 | KALU | Kaiser Aluminum CORP | +0.4% | +331.87% | 加碼 |
| 37 | C | Citigroup Inc | +0.4% | +322.00% | 加碼 |
| 38 | ERO | Ero Copper CORP | +0.4% | +509.66% | 加碼 |
| 39 | OTF | Blue Owl Technology Finance | +0.4% | NEW | 新建倉 |
| 40 | BANC | Banc Of California Inc | +0.4% | +512.65% | 加碼 |
| 41 | IMRX | Immuneering CORP - Class A | +0.4% | NEW | 新建倉 |
| 42 | CCJ | Cameco CORP | +0.3% | +404.83% | 加碼 |
| 43 | HPE | Hewlett Packard Enterprise | +0.3% | NEW | 新建倉 |
| 44 | WIW | Western Asst Infl-lnk Opp | +0.3% | NEW | 新建倉 |
| 45 | VCIT | Vanguard Int-term Corporate | +0.3% | +321.29% | 加碼 |
| 46 | GE | General Electric | +0.2% | +278.67% | 加碼 |
| 47 | SCHW | Schwab (charles) CORP | +0.2% | +471.39% | 加碼 |
| 48 | PLMR | Palomar Holdings Inc | +0.2% | +526.36% | 加碼 |
| 49 | WEN | Wendy's Co/the | +0.2% | NEW | 新建倉 |
| 50 | ✓ | On Holding AG | +0.2% | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Pvg Asset Management CORP 在 Q1 2026 季度的美股持倉總市值約為 US$1.7億，共申報了 121 個公開持股部位。
在 Q1 2026 季度，Pvg Asset Management CORP 按市值排列的前三大核心持股分別為：JEPQ (10.1%)、AMD (4.5%)、MRVL (3.6%)。其中最大持股部位 JEPQ 佔據整體投資組合約 10.1% 的權重。
在 Q1 2026 季度中，Pvg Asset Management CORP 共進行了 136 項持倉異動，包含新建倉 47 個部位、加碼 52 個部位、減碼 20 個部位以及清倉 17 個部位。 其中最大新建倉標的為 CDE。 本季清倉部位包含 CHMI。
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。
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。
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。