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: 0001787663
申報總市值
US$7.6億
US$7.6億
216 檔
32.1%
Q1 2026 季度申報顯示，Riversedge Advisors, LLC 揭露的美股組合總市值為 US$7.6億，涵蓋 216 個不同之權益投資部位。
Q1 2026 的申報記錄反映 Riversedge Advisors, LLC 的板塊替換策略：機構本季推動了 104 筆增持與 91 筆減持，籌碼呈現明顯的結構重組。
檢視投資組合結構，前 5 大主力部位（包含 VTV, IDEV, VV）占據了總市值的 32.1%，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 216 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 | VTV | Vanguard Value ETF | ETF-其他 | 11.91% | -0.53% | +571.36% | |
| 2 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 8.50% | -0.74% | -7.54% | |
| 3 | VV | Vanguard Large-cap ETF | ETF-其他 | 7.14% | -0.48% | -44.08% | |
| 4 | BND | Vanguard Total Bond Market | ETF-其他 | 6.61% | -1.12% | -17.21% | |
| 5 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 5.24% | -0.17% | -3.19% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 4.37% | -0.39% | -1.50% | |
| 7 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 4.20% | -0.55% | -1.57% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 3.80% | +2.88% | -1.87% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 3.34% | -0.26% | -22.69% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.83% | -0.31% | -0.25% | |
| 11 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 2.67% | -0.34% | +1.90% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.50% | -0.37% | -2.28% | |
| 13 | VUG | Vanguard Growth ETF | ETF-其他 | 2.18% | -0.05% | +3.11% | |
| 14 | JBND | Jpmorgan Active Bond ETF | ETF-其他 | 1.93% | -0.36% | — | |
| 15 | BTC | Grayscale Bitcoin Mini ETF | ETF-加密貨幣 | 1.80% | -1.32% | +88.24% | |
| 16 | VIOV | Vanguard S&p Small-cap 600 V | ETF-其他 | 1.65% | -0.12% | -1.27% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.35% | — | -52.57% | |
| 18 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.34% | -0.13% | -71.52% | |
| 19 | AVEM | Avantis Emerging Markets Eq | ETF-新興市場 | 1.08% | -0.08% | — | |
| 20 | RAAX | Vaneck Real Assets ETF | ETF-其他 | 1.05% | -0.22% | — | |
| 21 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 1.04% | -0.16% | -29.91% | |
| 22 | FESM | Fidelity Enhanced Small Cap | ETF-中小型股 | 1.04% | -0.02% | — | |
| 23 | NVDA | Nvidia CORP | 股票-科技 | 1.01% | +0.08% | +2.70% | |
| 24 | IVLU | Ishares Msci International V | ETF-其他 | 0.96% | -0.10% | — | |
| 25 | VTWG | Vanguard Russell 2000 Growth | ETF-中小型股 | 0.82% | +0.01% | -1.84% | |
| 26 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.81% | -0.09% | -1.25% | |
| 27 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.61% | +0.03% | +0.77% | |
| 28 | MSFT | Microsoft CORP | 股票-科技 | 0.59% | +0.03% | -10.59% | |
| 29 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.56% | +0.05% | +28.10% | |
| 30 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.53% | -0.19% | +0.50% | |
| 31 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.52% | -0.01% | -4.31% | |
| 32 | JPIB | Jpmorgan Intl Bnd ETF | ETF-其他 | 0.47% | -0.08% | — | |
| 33 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.43% | +0.08% | -0.61% | |
| 34 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.39% | -0.02% | +0.44% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.35% | -0.06% | -4.53% | |
| 36 | AVGO | Broadcom Inc | 股票-科技 | 0.31% | +0.03% | +10.73% | |
| 37 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.31% | -0.06% | -3.25% | |
| 38 | USHY | Ishares Broad Usd High Yield | ETF-非投資等級債 | 0.29% | -0.05% | -33.59% | |
| 39 | TSLA | Tesla Inc | 股票-循環性消費 | 0.29% | +0.01% | +34.03% | |
| 40 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.27% | +0.02% | +4.72% | |
| 41 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密貨幣 | 0.26% | +0.70% | -1.39% | |
| 42 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.24% | -0.03% | +1.03% | |
| 43 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.23% | -0.01% | -1.82% | |
| 44 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.23% | -0.04% | -11.50% | |
| 45 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.23% | +0.02% | — | |
| 46 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.22% | -0.04% | +49.72% | |
| 47 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.22% | -0.01% | +4.48% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.21% | +0.02% | -11.22% | |
| 49 | FTMH | Fr Muni High Yield ETF | ETF-非投資等級債 | 0.21% | -0.04% | — | |
| 50 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.18% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | +10.2% | +571.36% | 加碼 |
| 2 | BTC | Grayscale Bitcoin Mini ETF | +0.6% | +88.24% | 加碼 |
| 3 | COST | Costco Wholesale CORP | +0.1% | +49.72% | 加碼 |
| 4 | XOM | Exxon Mobil CORP | +0.1% | +28.20% | 加碼 |
| 5 | CVX | Chevron CORP | +0.1% | +27.05% | 加碼 |
| 6 | AMZN | Amazon.com Inc | +0.1% | +28.10% | 加碼 |
| 7 | VEA | Vanguard Ftse Developed ETF | +0.1% | -0.25% | 減碼 |
| 8 | SCHF | Schwab Intl Equity ETF | +0.1% | -1.50% | 減碼 |
| 9 | VIOV | Vanguard S&p Small-cap 600 V | 0% | -1.27% | 減碼 |
| 10 | JNJ | Johnson & Johnson | 0% | +1.03% | 加碼 |
| 11 | TSM | Taiwan Semiconductor-sp Adr | 0% | +4.72% | 加碼 |
| 12 | TPL | Texas Pacific Land CORP | 0% | — | 不變 |
| 13 | GEV | GE Vernova Inc | 0% | +35.64% | 加碼 |
| 14 | VIOG | Vanguard S&p Sm Cap 600 Grw | 0% | +22.13% | 加碼 |
| 15 | BMY | Bristol-myers Squibb Co | 0% | +8.85% | 加碼 |
| 16 | ASML | ASML Holding N.V. | 0% | +7.82% | 加碼 |
| 17 | DVN | Devon Energy CORP | 0% | +2.45% | 加碼 |
| 18 | FTI | TechnipFMC plc | 0% | +0.49% | 加碼 |
| 19 | LRCX | Lam Research CORP | 0% | +10.79% | 加碼 |
| 20 | WMT | Walmart Inc | 0% | +9.80% | 加碼 |
| 21 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | +1.90% | 加碼 |
| 22 | TSLA | Tesla Inc | 0% | +34.03% | 加碼 |
| 23 | FIX | Comfort Systems USA Inc | 0% | +0.54% | 加碼 |
| 24 | MRK | Merck & Co. Inc. | 0% | +5.04% | 加碼 |
| 25 | PCG | P G & E CORP | 0% | +25.16% | 加碼 |
| 26 | MU | Micron Technology Inc | 0% | +1.23% | 加碼 |
| 27 | VLO | Valero Energy CORP | 0% | +1.59% | 加碼 |
| 28 | WDC | Western Digital CORP | 0% | -0.32% | 減碼 |
| 29 | HAL | Halliburton Co | 0% | +10.17% | 加碼 |
| 30 | PSX | Phillips 66 | 0% | -2.64% | 減碼 |
| 31 | SNDK | Sandisk CORP | 0% | -46.66% | 減碼 |
| 32 | EIX | Edison International | 0% | +3.55% | 加碼 |
| 33 | LMT | Lockheed Martin CORP | 0% | +1.04% | 加碼 |
| 34 | PHM | Pultegroup Inc | 0% | +35.47% | 加碼 |
| 35 | FTNT | Fortinet Inc | 0% | +29.44% | 加碼 |
| 36 | FDX | Fedex CORP | 0% | +2.75% | 加碼 |
| 37 | NFLX | Netflix Inc | 0% | +22.58% | 加碼 |
| 38 | SHEL | Shell Plc-adr | 0% | +2.84% | 加碼 |
| 39 | T | At&t Inc | 0% | +12.05% | 加碼 |
| 40 | UI | Ubiquiti Inc | 0% | +2.47% | 加碼 |
| 41 | COP | Conocophillips | 0% | +2.31% | 加碼 |
| 42 | DAL | Delta Air Lines Inc | 0% | +38.24% | 加碼 |
| 43 | BHP | Bhp Group Ltd-spon Adr | 0% | +15.27% | 加碼 |
| 44 | DHR | Danaher CORP | 0% | +63.09% | 加碼 |
| 45 | SCHV | Schwab US Large-cap Value | 0% | +0.44% | 加碼 |
| 46 | BLK | Blackrock Inc | 0% | +49.55% | 加碼 |
| 47 | V | Visa Inc-class A Shares | 0% | +28.72% | 加碼 |
| 48 | NVS | Novartis Ag-sponsored Adr | 0% | +2.58% | 加碼 |
| 49 | ETN | Eaton Corporation plc | 0% | +7.96% | 加碼 |
| 50 | AME | Ametek Inc | 0% | +13.81% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Riversedge Advisors, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$7.6億，共申報了 216 個公開持股部位。
在 Q1 2026 季度，Riversedge Advisors, LLC 按市值排列的前三大核心持股分別為：VTV (11.9%)、IDEV (8.5%)、VV (7.1%)。其中最大持股部位 VTV 佔據整體投資組合約 11.9% 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
JBND
市值: US$1190.7萬
本季最大獲利了結 / 清倉標的
GRAYSCALE DIGITAL LARGE CAP
前期市值: US$464.1萬
在 Q1 2026 季度中，Riversedge Advisors, LLC 共進行了 195 項持倉異動，包含新建倉 39 個部位、加碼 65 個部位、減碼 54 個部位以及清倉 37 個部位。 其中最大新建倉標的為 JBND。 本季清倉部位包含 GRAYSCALE DIGITAL LARGE CAP。
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。