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
17.7%
在 Q2 2026 申報期間，Ridgewood Investments LLC（CIK: 0001703556）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$2.7億，共持有 208 個公開申報部位。
觀察 Q2 2026 的資金脈絡，Ridgewood Investments LLC 在獲利結算 13 檔個股的同時，將資本重新部署至 13 檔新選標的，展現主動管理機構的輪動節奏。
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 17.7%，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 | 8.74% | +1.14% | -2.94% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.43% | -0.18% | -3.89% | |
| 3 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 2.22% | -0.32% | -5.94% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.80% | +0.07% | +1.69% | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 1.74% | -0.55% | -14.40% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.65% | -0.16% | -2.91% | |
| 7 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-其他 | 1.60% | +0.09% | +9.99% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.56% | -0.04% | +312.05% | |
| 9 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 1.53% | -0.05% | -1.64% | |
| 10 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 1.50% | -0.02% | -2.67% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.49% | -0.08% | +2.91% | |
| 12 | MKL | Markel Group Inc | 股票-金融 | 1.40% | -0.18% | -0.98% | |
| 13 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 1.26% | -0.01% | +1.63% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.21% | +0.23% | +5.40% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.10% | +0.30% | +16.69% | |
| 16 | NVDA | Nvidia CORP | 股票-科技 | 1.10% | +0.20% | +57.64% | |
| 17 | TXN | Texas Instruments Inc | 股票-科技 | 1.03% | -0.16% | -28.23% | |
| 18 | QCOM | Qualcomm Inc | 股票-科技 | 0.96% | +0.16% | -22.55% | |
| 19 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.93% | -0.10% | +3.27% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.91% | -0.02% | -0.27% | |
| 21 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.89% | +0.05% | +16.69% | |
| 22 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.87% | -0.05% | -3.93% | |
| 23 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.86% | -0.12% | -4.68% | |
| 24 | MDT | Medtronic plc | 股票-醫療保健 | 0.86% | +0.07% | +15.23% | |
| 25 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.85% | +0.34% | +38.82% | |
| 26 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.84% | -0.03% | +6.39% | |
| 27 | TROW | T Rowe Price Group Inc | 股票-金融 | 0.84% | -0.20% | -13.89% | |
| 28 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.83% | +0.04% | -3.20% | |
| 29 | VONV | Vanguard Russell 1000 Value | ETF-其他 | 0.83% | -0.01% | -0.36% | |
| 30 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 0.79% | -0.15% | -4.07% | |
| 31 | ORI | Old Republic Intl CORP | 股票-金融 | 0.76% | -0.07% | +19.22% | |
| 32 | HSIC | Henry Schein Inc | 股票-醫療保健 | 0.75% | -0.07% | -4.90% | |
| 33 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.74% | -0.06% | -26.33% | |
| 34 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.74% | -0.02% | +5.81% | |
| 35 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.71% | -0.01% | +0.27% | |
| 36 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.71% | -0.12% | -2.65% | |
| 37 | HCI | Hci Group Inc | 股票-其他 | 0.69% | -0.01% | -0.17% | |
| 38 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.69% | -0.06% | +5.77% | |
| 39 | UPS | United Parcel Service-cl B | 股票-工業 | 0.67% | -0.08% | +5.88% | |
| 40 | CARR | Carrier Global CORP | 股票-工業 | 0.66% | -0.13% | +12.91% | |
| 41 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.66% | -0.07% | +23.19% | |
| 42 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-其他 | 0.65% | +0.10% | +51.48% | |
| 43 | UTHR | United Therapeutics CORP | 股票-醫療保健 | 0.65% | -0.01% | +0.28% | |
| 44 | AX | Axos Financial Inc | 股票-金融 | 0.65% | -0.09% | -1.19% | |
| 45 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型股與成長 | 0.62% | -0.05% | +0.09% | |
| 46 | ADM | Archer-daniels-midland Co | 股票-非循環性消費 | 0.61% | -0.12% | -2.14% | |
| 47 | ORCL | Oracle CORP | 股票-科技 | 0.61% | +0.04% | -7.71% | |
| 48 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.61% | -0.01% | +47.55% | |
| 49 | OTIS | Otis Worldwide CORP | 股票-工業 | 0.60% | -0.05% | +27.31% | |
| 50 | PGR | Progressive CORP | 股票-金融 | 0.56% | -0.04% | +28.90% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | +0.6% | NEW | 新建倉 |
| 2 | TSCO | Tractor Supply Company | +0.5% | NEW | 新建倉 |
| 3 | NVDA | Nvidia CORP | +0.4% | +57.64% | 加碼 |
| 4 | SCHP | Schwab U.s. Tips ETF | +0.4% | NEW | 新建倉 |
| 5 | BABA | Alibaba Group Holding-sp Adr | +0.4% | +341.62% | 加碼 |
| 6 | UMC | United Microelectron-sp Adr | +0.3% | -2.96% | 減碼 |
| 7 | GOOGL | Alphabet Inc-cl A | +0.3% | -3.89% | 減碼 |
| 8 | ABT | Abbott Laboratories | +0.3% | NEW | 新建倉 |
| 9 | MOS | Mosaic Co/the | +0.3% | +212.78% | 加碼 |
| 10 | FBIN | Fortune Brands Innovations I | +0.2% | +53.00% | 加碼 |
| 11 | PAYX | Paychex Inc | +0.2% | +81.72% | 加碼 |
| 12 | VWOB | Vanguard Emerg Mkts Gov Bnd | +0.2% | +51.48% | 加碼 |
| 13 | HUM | Humana Inc | +0.2% | -25.63% | 減碼 |
| 14 | IBM | Intl Business Machines CORP | +0.2% | +174.30% | 加碼 |
| 15 | BIV | Vanguard Intermediate-term B | +0.2% | +38.82% | 加碼 |
| 16 | CARR | Carrier Global CORP | +0.2% | +12.91% | 加碼 |
| 17 | MKC | Mccormick & Co-non Vtg Shrs | +0.2% | +98.79% | 加碼 |
| 18 | SYY | Sysco CORP | +0.2% | NEW | 新建倉 |
| 19 | KMB | Kimberly-clark CORP | +0.2% | +23.19% | 加碼 |
| 20 | INTC | Intel CORP | +0.2% | NEW | 新建倉 |
| 21 | GOOG | Alphabet Inc-cl C | +0.1% | -2.91% | 減碼 |
| 22 | SMG | Scotts Miracle-gro Co | +0.1% | NEW | 新建倉 |
| 23 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -0.27% | 減碼 |
| 24 | LOW | Lowe's Cos Inc | +0.1% | +47.55% | 加碼 |
| 25 | PGR | Progressive CORP | +0.1% | +28.90% | 加碼 |
| 26 | TRU | Transunion | +0.1% | NEW | 新建倉 |
| 27 | VOO | Vanguard S&p 500 ETF | +0.1% | +1.69% | 加碼 |
| 28 | VB | Vanguard Small-cap ETF | +0.1% | +2.91% | 加碼 |
| 29 | OTEX | Open Text CORP | +0.1% | +41.70% | 加碼 |
| 30 | WTRG | Essential Utilities Inc | +0.1% | +96.14% | 加碼 |
| 31 | SWK | Stanley Black & Decker Inc | +0.1% | +15.46% | 加碼 |
| 32 | SLS | Sellas Life Sciences Group I | +0.1% | NEW | 新建倉 |
| 33 | KDP | Keurig Dr Pepper Inc | +0.1% | +28.55% | 加碼 |
| 34 | STM | Stmicroelectronics Nv-ny Shs | +0.1% | -29.82% | 減碼 |
| 35 | ADP | Automatic Data Processing | +0.1% | +37.93% | 加碼 |
| 36 | AMAT | Applied Materials Inc | +0.1% | -36.40% | 減碼 |
| 37 | NTES | Netease Inc-adr | +0.1% | +18.22% | 加碼 |
| 38 | HD | Home Depot Inc | +0.1% | +30.78% | 加碼 |
| 39 | KLAC | Kla CORP | +0.1% | +686.89% | 加碼 |
| 40 | WAT | Waters CORP | +0.1% | NEW | 新建倉 |
| 41 | VO | Vanguard Mid-cap ETF | +0.1% | +312.05% | 加碼 |
| 42 | SCHB | Schwab US Broad Market ETF | +0.1% | +1.63% | 加碼 |
| 43 | MSFT | Microsoft CORP | +0.1% | +16.69% | 加碼 |
| 44 | ORI | Old Republic Intl CORP | +0.1% | +19.22% | 加碼 |
| 45 | CRM | Salesforce Inc | +0.1% | +58.97% | 加碼 |
| 46 | ABM | Abm Industries Inc | +0.1% | +31.07% | 加碼 |
| 47 | KBH | Kb Home | +0.1% | NEW | 新建倉 |
| 48 | USPH | U.s. Physical Therapy Inc | +0.1% | NEW | 新建倉 |
| 49 | COST | Costco Wholesale CORP | +0.1% | NEW | 新建倉 |
| 50 | SCHV | Schwab US Large-cap Value | +0.1% | +3.27% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Ridgewood Investments LLC 在 Q2 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 Q2 2026 季度，Ridgewood Investments LLC 按市值排列的前三大核心持股分別為：BRK-B (8.7%)、GOOGL (3.4%)、SGOV (2.2%)。其中最大持股部位 BRK-B 佔據整體投資組合約 8.7% 的權重。
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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
BND
市值: US$146.2萬
本季最大獲利了結 / 清倉標的
LRCX
前期市值: US$47.4萬
在 Q2 2026 季度中，Ridgewood Investments LLC 共進行了 184 項持倉異動，包含新建倉 13 個部位、加碼 72 個部位、減碼 86 個部位以及清倉 13 個部位。 其中最大新建倉標的為 BND。 本季清倉部位包含 LRCX。
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。