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: 0001703556
申報總市值
US$2.7億
US$2.7億
208 檔
17.4%
在 Q1 2026 的 13F 官方備案中，Ridgewood Investments LLC 管理的美股投資組合規模來到 US$2.7億，整體持股檔數為 208 檔。
在 Q1 2026 期間，Ridgewood Investments LLC 展現了靈活的資產再平衡步調，透過出清 18 檔弱勢或達到目標價部位，將資金轉置於 24 檔新建倉標的之中。
在資產配置集中度方面，Ridgewood Investments LLC 的前 5 大核心持股（包含 BRK-B, GOOGL, SGOV 等）合計佔整體申報市值的 17.4%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 208 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 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 9.43% | -0.69% | -2.13% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.14% | +0.29% | -11.20% | |
| 3 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 2.58% | -0.36% | +22.23% | |
| 4 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 2.23% | -0.49% | +27.12% | |
| 5 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 1.68% | -0.18% | -14.77% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.68% | +0.12% | -12.06% | |
| 7 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 1.59% | +0.01% | +33.40% | |
| 8 | MKL | Markel Group Inc | 股票-金融 | 1.52% | -0.12% | -2.07% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.51% | +0.14% | -3.00% | |
| 10 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 1.50% | +0.03% | -4.31% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.48% | +0.08% | +3.24% | |
| 12 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.37% | +0.12% | +8.27% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.28% | -0.07% | +36.18% | |
| 14 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.18% | +0.08% | +20.98% | |
| 15 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 1.04% | -0.18% | -13.92% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 1.02% | +0.08% | +19.63% | |
| 17 | TXN | Texas Instruments Inc | 股票-科技 | 1.02% | +0.01% | -2.93% | |
| 18 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.00% | -0.13% | -6.69% | |
| 19 | QCOM | Qualcomm Inc | 股票-科技 | 0.95% | +0.01% | +9.91% | |
| 20 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 0.90% | -0.11% | +35.57% | |
| 21 | MDT | Medtronic plc | 股票-醫療保健 | 0.90% | -0.04% | -10.39% | |
| 22 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.89% | -0.18% | -1.58% | |
| 23 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.86% | +0.07% | +24.19% | |
| 24 | TROW | T Rowe Price Group Inc | 股票-金融 | 0.84% | — | +12.11% | |
| 25 | MCHP | Microchip Technology Inc | 股票-科技 | 0.83% | -0.44% | -5.13% | |
| 26 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.83% | +0.06% | +55.28% | |
| 27 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.82% | +0.01% | +44.18% | |
| 28 | VONV | Vanguard Russell 1000 Value | ETF-其他 | 0.80% | +0.03% | -7.80% | |
| 29 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.80% | -0.09% | +49.34% | |
| 30 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.79% | +0.05% | +11.56% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.78% | +0.13% | -16.06% | |
| 32 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.78% | -0.04% | -40.10% | |
| 33 | UTHR | United Therapeutics CORP | 股票-醫療保健 | 0.78% | -0.13% | — | |
| 34 | HSIC | Henry Schein Inc | 股票-醫療保健 | 0.76% | -0.01% | — | |
| 35 | ORCL | Oracle CORP | 股票-科技 | 0.72% | -0.11% | +94.38% | |
| 36 | CLX | Clorox Company | 股票-非循環性消費 | 0.71% | -0.31% | +0.44% | |
| 37 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.69% | +0.05% | +17.46% | |
| 38 | ORI | Old Republic Intl CORP | 股票-金融 | 0.68% | +0.08% | +4.65% | |
| 39 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.67% | +0.18% | +20.38% | |
| 40 | TGT | Target CORP | 股票-循環性消費 | 0.67% | -0.38% | +1.62% | |
| 41 | HCI | Hci Group Inc | 股票-其他 | 0.67% | +0.02% | +0.11% | |
| 42 | NVDA | Nvidia CORP | 股票-科技 | 0.66% | +0.44% | -4.54% | |
| 43 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股與成長 | 0.66% | -0.04% | -5.60% | |
| 44 | CNH | CNH Industrial N.V. | 股票-工業 | 0.65% | -0.18% | +20.49% | |
| 45 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.64% | +0.05% | +18.07% | |
| 46 | ADM | Archer-daniels-midland Co | 股票-非循環性消費 | 0.64% | -0.03% | -25.80% | |
| 47 | UPS | United Parcel Service-cl B | 股票-工業 | 0.64% | +0.03% | +1.75% | |
| 48 | JD | Jd.com Inc-adr | 股票-循環性消費 | 0.63% | -0.08% | +179.27% | |
| 49 | AX | Axos Financial Inc | 股票-金融 | 0.63% | +0.02% | — | |
| 50 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.60% | -0.24% | +13.58% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BSV | Vanguard Short-term Bond ETF | +0.4% | +27.12% | 加碼 |
| 2 | SGOV | Ishares 0-3 Month Treasury B | +0.4% | +22.23% | 加碼 |
| 3 | FLRN | Ss Spdr Bb Ig Float Rt ETF | +0.4% | +33.40% | 加碼 |
| 4 | JD | Jd.com Inc-adr | +0.4% | +179.27% | 加碼 |
| 5 | MRSH | Marsh & Mclennan Cos | +0.3% | +190.76% | 加碼 |
| 6 | PRU | Prudential Financial Inc | +0.3% | +161.73% | 加碼 |
| 7 | BNDX | Vanguard Total Intl Bond ETF | +0.3% | +55.28% | 加碼 |
| 8 | CDW | Cdw Corp/de | +0.3% | +207.49% | 加碼 |
| 9 | IGSB | Ishares 1-5y Inv Grade CORP | +0.3% | +49.34% | 加碼 |
| 10 | DIS | Walt Disney Co/the | +0.2% | +128.38% | 加碼 |
| 11 | PGR | Progressive CORP | +0.2% | +181.58% | 加碼 |
| 12 | VMBS | Vanguard Mortgage-backed Sec | +0.2% | +35.57% | 加碼 |
| 13 | UTHR | United Therapeutics CORP | +0.2% | — | 不變 |
| 14 | VWOB | Vanguard Emerg Mkts Gov Bnd | +0.2% | +93.15% | 加碼 |
| 15 | BMY | Bristol-myers Squibb Co | +0.2% | -13.92% | 減碼 |
| 16 | AMZN | Amazon.com Inc | +0.2% | +44.18% | 加碼 |
| 17 | HUM | Humana Inc | +0.2% | +312.72% | 加碼 |
| 18 | TGT | Target CORP | +0.2% | +1.62% | 加碼 |
| 19 | UNH | Unitedhealth Group Inc | +0.2% | +127.23% | 加碼 |
| 20 | SCHV | Schwab US Large-cap Value | +0.2% | +24.19% | 加碼 |
| 21 | CARR | Carrier Global CORP | +0.2% | +68.70% | 加碼 |
| 22 | NFLX | Netflix Inc | +0.2% | +2031.89% | 加碼 |
| 23 | GOOG | Alphabet Inc-cl C | +0.2% | -3.00% | 減碼 |
| 24 | SCHB | Schwab US Broad Market ETF | +0.2% | +20.98% | 加碼 |
| 25 | SWK | Stanley Black & Decker Inc | +0.2% | +144.90% | 加碼 |
| 26 | NVO | Novo-nordisk A/s-spons Adr | +0.2% | +163.74% | 加碼 |
| 27 | OZK | Bank Ozk | +0.2% | +77.42% | 加碼 |
| 28 | TCBK | Trico Bancshares | +0.1% | +53.90% | 加碼 |
| 29 | OTEX | Open Text CORP | +0.1% | +150.92% | 加碼 |
| 30 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +17.46% | 加碼 |
| 31 | VB | Vanguard Small-cap ETF | +0.1% | +8.27% | 加碼 |
| 32 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.1% | +18.07% | 加碼 |
| 33 | HTO | H2o America | +0.1% | +49.37% | 加碼 |
| 34 | CNH | CNH Industrial N.V. | +0.1% | +20.49% | 加碼 |
| 35 | FDS | Factset Research Systems Inc | +0.1% | +106.34% | 加碼 |
| 36 | BIV | Vanguard Intermediate-term B | +0.1% | +20.38% | 加碼 |
| 37 | UPS | United Parcel Service-cl B | +0.1% | +1.75% | 加碼 |
| 38 | CRM | Salesforce Inc | +0.1% | +85.88% | 加碼 |
| 39 | MMM | 3m Co | +0.1% | +36.58% | 加碼 |
| 40 | ICVT | Ishares Convertible Bond ETF | +0.1% | +21.15% | 加碼 |
| 41 | CNI | Canadian Natl Railway Co | +0.1% | +13.19% | 加碼 |
| 42 | LEN | Lennar Corp-a | +0.1% | +68.52% | 加碼 |
| 43 | GOOGL | Alphabet Inc-cl A | +0.1% | -11.20% | 減碼 |
| 44 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +11.56% | 加碼 |
| 45 | HSIC | Henry Schein Inc | +0.1% | — | 不變 |
| 46 | STIP | Ishares 0-5 Year Tips Bond E | +0.1% | +13.58% | 加碼 |
| 47 | USRT | Ishares Core US Reit ETF | +0.1% | +38.89% | 加碼 |
| 48 | MOS | Mosaic Co/the | +0.1% | +58.44% | 加碼 |
| 49 | PEP | Pepsico Inc | +0.1% | -1.58% | 減碼 |
| 50 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +39.79% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Ridgewood Investments LLC 在 Q1 2026 季度的美股持倉總市值約為 US$2.7億，共申報了 208 個公開持股部位。
在 Q1 2026 季度，Ridgewood Investments LLC 按市值排列的前三大核心持股分別為：BRK-B (9.4%)、GOOGL (3.1%)、SGOV (2.6%)。其中最大持股部位 BRK-B 佔據整體投資組合約 9.4% 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
KMB
市值: US$125.1萬
本季最大獲利了結 / 清倉標的
DVN
前期市值: US$98.9萬
在 Q1 2026 季度中，Ridgewood Investments LLC 共進行了 191 項持倉異動，包含新建倉 24 個部位、加碼 70 個部位、減碼 79 個部位以及清倉 18 個部位。 其中最大新建倉標的為 KMB。 本季清倉部位包含 DVN。
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。