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: 0001887409
申報總市值
US$4.2億
US$4.2億
327 檔
14.8%
截至 Q1 2026 季度末，Revisor Wealth Management LLC 的美股持倉估值約為 US$4.2億，全數申報部位共有 327 檔。
Revisor Wealth Management LLC 在 Q1 2026 進行了結構性的板塊輪動與部位換股。在開立 27 個全新部位及加碼 75 檔持股的同時，亦同步清倉 29 檔並減碼 68 檔標的。
檢視投資組合結構，前 5 大主力部位（包含 SCHZ, AAPL, VCIT）占據了總市值的 14.8%，展現出該機構在 Q1 2026 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 327 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 | SCHZ | Schwab US Aggregate Bond ETF | ETF-其他 | 5.11% | -1.07% | +7.69% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.68% | -0.02% | -18.19% | |
| 3 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 3.05% | -0.30% | -1.85% | |
| 4 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 2.65% | +0.04% | -3.61% | |
| 5 | VCLT | Vanguard Long-term CORP Bond | ETF-投資等級公司債 | 2.47% | -0.93% | -11.71% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.44% | -0.23% | +7.23% | |
| 7 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 2.44% | +0.15% | -5.88% | |
| 8 | DVYE | Ishares Emerging Markets Div | ETF-新興市場 | 2.12% | -0.42% | -6.81% | |
| 9 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 1.79% | +0.12% | +33.42% | |
| 10 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.62% | +0.10% | +19.87% | |
| 11 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.52% | -0.37% | -0.20% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 1.42% | -0.02% | +22.58% | |
| 13 | CRM | Salesforce Inc | 股票-科技 | 1.32% | -0.36% | +0.09% | |
| 14 | TSLA | Tesla Inc | 股票-循環性消費 | 1.21% | -0.01% | +9.72% | |
| 15 | CINF | Cincinnati Financial CORP | 股票-金融 | 1.20% | +0.02% | +0.12% | |
| 16 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.04% | +0.06% | -12.14% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.91% | +0.04% | -1.41% | |
| 18 | XOM | Exxon Mobil CORP | 股票-能源 | 0.90% | -0.26% | -3.56% | |
| 19 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.88% | -0.02% | -25.20% | |
| 20 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.88% | +0.03% | +1.78% | |
| 21 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.83% | -0.03% | +7.66% | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.82% | +0.02% | -5.14% | |
| 23 | BIBL | Inspire 100 ETF | ETF-其他 | 0.81% | -0.02% | -3.41% | |
| 24 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 0.78% | -0.01% | -1.77% | |
| 25 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.74% | -0.12% | -16.15% | |
| 26 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 0.74% | -0.10% | -0.44% | |
| 27 | PM | Philip Morris International | 股票-非循環性消費 | 0.74% | -0.09% | -0.15% | |
| 28 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.74% | -0.12% | -0.22% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.71% | -0.08% | -2.45% | |
| 30 | SLV | Ishares Silver Trust | ETF-避險與商品 | 0.69% | -0.13% | +4.05% | |
| 31 | WFC | Wells Fargo & Co | 股票-金融 | 0.66% | -0.07% | -7.20% | |
| 32 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.64% | +0.03% | -1.28% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.63% | — | -5.01% | |
| 34 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.62% | -0.12% | -3.84% | |
| 35 | ENB | Enbridge Inc | 股票-能源 | 0.59% | -0.08% | -0.18% | |
| 36 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.58% | -0.05% | -1.14% | |
| 37 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資等級公司債 | 0.58% | -0.34% | -24.84% | |
| 38 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 0.56% | -0.01% | +6.80% | |
| 39 | RCL | Royal Caribbean Cruises Ltd. | 股票-循環性消費 | 0.56% | +0.01% | -1.64% | |
| 40 | RDDT | Reddit Inc-cl A | 股票-通訊服務 | 0.54% | +0.06% | -0.69% | |
| 41 | MDT | Medtronic plc | 股票-醫療保健 | 0.53% | -0.03% | +0.69% | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.52% | +0.02% | +17.68% | |
| 43 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.51% | +0.03% | -8.89% | |
| 44 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 0.49% | -0.04% | +1.06% | |
| 45 | GSK | Gsk Plc-spon Adr | 股票-醫療保健 | 0.48% | -0.09% | -9.30% | |
| 46 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.46% | +0.02% | +8.97% | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.45% | -0.01% | -5.75% | |
| 48 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.45% | +0.09% | -2.90% | |
| 49 | WMT | Walmart Inc | 股票-非循環性消費 | 0.44% | -0.12% | -3.40% | |
| 50 | V | Visa Inc-class A Shares | 股票-金融 | 0.43% | -0.01% | +15.77% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SPSB | Ss Spdr P St C CORP ETF | +0.5% | +33.42% | 加碼 |
| 2 | SCHZ | Schwab US Aggregate Bond ETF | +0.5% | +7.69% | 加碼 |
| 3 | NVDA | Nvidia CORP | +0.2% | +22.58% | 加碼 |
| 4 | XOM | Exxon Mobil CORP | +0.2% | -3.56% | 減碼 |
| 5 | ELV | Elevance Health Inc | +0.2% | +162.43% | 加碼 |
| 6 | AMZN | Amazon.com Inc | +0.2% | +19.87% | 加碼 |
| 7 | BITB | Bitwise Bitcoin ETF | +0.1% | +167.31% | 加碼 |
| 8 | PLTR | Palantir Technologies Inc-a | +0.1% | +93.15% | 加碼 |
| 9 | PTL | Inspire 500 ETF | +0.1% | +235.38% | 加碼 |
| 10 | ARGT | Global X Msci Argentina ETF | +0.1% | +167.90% | 加碼 |
| 11 | JAAA | Janus Henderson Aaa Clo ETF | +0.1% | +36.84% | 加碼 |
| 12 | CRDO | Credo Technology Group Holding Ltd | +0.1% | +151.51% | 加碼 |
| 13 | VEA | Vanguard Ftse Developed ETF | +0.1% | +41.73% | 加碼 |
| 14 | BLES | Inspire Global Hope ETF | +0.1% | +139.75% | 加碼 |
| 15 | ICVT | Ishares Convertible Bond ETF | +0.1% | +54.20% | 加碼 |
| 16 | BKNG | Booking Holdings Inc | +0.1% | +68.33% | 加碼 |
| 17 | COPX | Global X Copper Miners ETF | +0.1% | +53.55% | 加碼 |
| 18 | ENB | Enbridge Inc | +0.1% | -0.18% | 減碼 |
| 19 | MU | Micron Technology Inc | +0.1% | +25.23% | 加碼 |
| 20 | GEV | GE Vernova Inc | +0.1% | +18.77% | 加碼 |
| 21 | VZ | Verizon Communications Inc | +0.1% | +3.33% | 加碼 |
| 22 | ETR | Entergy CORP | +0.1% | +0.25% | 加碼 |
| 23 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +17.68% | 加碼 |
| 24 | GROZ | Zacks Focus Growth ETF | +0.1% | +113.02% | 加碼 |
| 25 | COP | Conocophillips | +0.1% | -7.88% | 減碼 |
| 26 | ATO | Atmos Energy CORP | +0.1% | +27.95% | 加碼 |
| 27 | MCD | Mcdonald's CORP | +0.1% | -0.20% | 減碼 |
| 28 | AIRR | First Trust Rba American Ind | +0.1% | +92.83% | 加碼 |
| 29 | AMD | Advanced Micro Devices | +0.1% | +134.39% | 加碼 |
| 30 | CDE | Coeur Mining Inc | +0.1% | +107.25% | 加碼 |
| 31 | CLS | Celestica Inc | +0.1% | +35.58% | 加碼 |
| 32 | EWZ | Ishares Msci Brazil ETF | +0.1% | +2.71% | 加碼 |
| 33 | APD | Air Products & Chemicals Inc | +0.1% | +0.80% | 加碼 |
| 34 | JNJ | Johnson & Johnson | +0.1% | +2.48% | 加碼 |
| 35 | DUK | Duke Energy CORP | +0.1% | -0.46% | 減碼 |
| 36 | CTAS | Cintas CORP | +0.1% | +36.09% | 加碼 |
| 37 | SSRM | Ssr Mining Inc | 0% | +17.77% | 加碼 |
| 38 | CVX | Chevron CORP | 0% | -3.84% | 減碼 |
| 39 | NEM | Newmont CORP | 0% | +64.86% | 加碼 |
| 40 | B | Barrick Mining CORP | 0% | +56.43% | 加碼 |
| 41 | WEAT | Teucrium Wheat Fund | 0% | +13.89% | 加碼 |
| 42 | SPHY | Ss Spdr P High Yield ETF | 0% | +17.69% | 加碼 |
| 43 | GDX | Vaneck Gold Miners ETF | 0% | +38.13% | 加碼 |
| 44 | DOV | Dover CORP | 0% | +20.06% | 加碼 |
| 45 | MGV | Vanguard Mega Cap Value ETF | 0% | +6.80% | 加碼 |
| 46 | VB | Vanguard Small-cap ETF | 0% | +8.97% | 加碼 |
| 47 | STRL | Sterling Infrastructure Inc | 0% | +28.90% | 加碼 |
| 48 | TTMI | Ttm Technologies | 0% | +17.80% | 加碼 |
| 49 | CAH | Cardinal Health Inc | 0% | +12.17% | 加碼 |
| 50 | EIX | Edison International | 0% | -3.98% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Revisor Wealth Management LLC 在 Q1 2026 季度的美股持倉總市值約為 US$4.2億，共申報了 327 個公開持股部位。
在 Q1 2026 季度，Revisor Wealth Management LLC 按市值排列的前三大核心持股分別為：SCHZ (5.1%)、AAPL (3.7%)、VCIT (3.0%)。其中最大持股部位 SCHZ 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
IBD
市值: US$72.0萬
本季最大獲利了結 / 清倉標的
CTA
前期市值: US$93.7萬
在 Q1 2026 季度中，Revisor Wealth Management LLC 共進行了 199 項持倉異動，包含新建倉 27 個部位、加碼 75 個部位、減碼 68 個部位以及清倉 29 個部位。 其中最大新建倉標的為 IBD。 本季清倉部位包含 CTA。
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。