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: 0002097566
申報總市值
US$3.0億
US$3.0億
180 檔
24.4%
在 Q1 2026 的 13F 官方備案中，Roehl & Yi Investment Advisors, LLC 管理的美股投資組合規模來到 US$3.0億，整體持股檔數為 180 檔。
Q1 2026 數據顯示 Roehl & Yi Investment Advisors, LLC 積極進場，新開立 23 個部位並同步加碼 86 檔個股，反映機構在該季度的資金注入與籌碼積累。
從部位權重觀察，前 5 大標的（包含 MINT, VBIL, AAPL）累計市值佔比達 24.4%，是驅動 Roehl & Yi Investment Advisors, LLC 該季度整體投資組合績效表現的核心支柱。
| # | 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 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 8.33% | -1.03% | -1.55% | |
| 2 | VBIL | Vanguard 0-3m T-bill ETF | ETF-其他 | 5.31% | -1.14% | -6.04% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 5.26% | -0.07% | +21.39% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 4.72% | +0.44% | +37.95% | |
| 5 | IAU | Ishares Gold Trust | ETF-避險與商品 | 4.26% | -1.05% | -0.71% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.97% | -0.37% | -0.40% | |
| 7 | GUNR | Flexshares Global Upstream N | ETF-其他 | 3.08% | -0.23% | +7.49% | |
| 8 | VPLS | Vanguard Core-plus Bond ETF | ETF-其他 | 3.04% | +0.58% | +20.29% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.02% | -0.20% | +1.95% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.89% | +0.10% | -1.26% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 1.76% | -0.87% | +381.79% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.72% | +0.01% | +11.07% | |
| 13 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 1.63% | -0.20% | -3.34% | |
| 14 | XOM | Exxon Mobil CORP | 股票-能源 | 1.62% | -0.49% | +18.98% | |
| 15 | KAT | Scharf ETF | ETF-其他 | 1.48% | -0.20% | -1.33% | |
| 16 | CGDV | Cap Group Dividend Value | ETF-其他 | 1.44% | +0.19% | +8.95% | |
| 17 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.38% | -0.12% | +2.27% | |
| 18 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.36% | -0.28% | +0.13% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.35% | +0.05% | +40.89% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.33% | +0.01% | -0.13% | |
| 21 | CGIE | Cap Group Intl Equity | ETF-其他 | 1.33% | +0.27% | +20.22% | |
| 22 | WDC | Western Digital CORP | 股票-科技 | 1.31% | +0.72% | — | |
| 23 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.15% | +0.07% | +8.62% | |
| 24 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.14% | -0.08% | +2.67% | |
| 25 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 1.09% | +0.27% | +11.64% | |
| 26 | CVX | Chevron CORP | 股票-能源 | 1.03% | -0.31% | -0.32% | |
| 27 | CGGR | Cap Group Growth Equity | ETF-其他 | 0.96% | +0.71% | +56.05% | |
| 28 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.89% | +0.07% | +3.08% | |
| 29 | AVGO | Broadcom Inc | 股票-科技 | 0.86% | +0.05% | +3.31% | |
| 30 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.76% | -0.01% | +17.20% | |
| 31 | AMGN | Amgen Inc | 股票-醫療保健 | 0.74% | -0.07% | +0.21% | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.70% | +0.01% | -19.65% | |
| 33 | SNDK | Sandisk CORP | 股票-科技 | 0.68% | +0.49% | — | |
| 34 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 0.56% | -0.07% | -1.51% | |
| 35 | CME | Cme Group Inc | 股票-金融 | 0.56% | -0.13% | -4.37% | |
| 36 | CSCO | Cisco Systems Inc | 股票-科技 | 0.54% | +0.06% | +5.97% | |
| 37 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.54% | +0.01% | -0.40% | |
| 38 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 0.53% | — | +3.06% | |
| 39 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.53% | -0.04% | — | |
| 40 | TTE | TotalEnergies SE | 股票-其他 | 0.50% | -0.11% | +4.74% | |
| 41 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 0.49% | -0.04% | +0.69% | |
| 42 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.48% | +0.13% | -24.83% | |
| 43 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.48% | +0.07% | +10.40% | |
| 44 | CGDG | Cap Group Dividend Growers | ETF-其他 | 0.47% | -0.02% | +5.46% | |
| 45 | ASML | ASML Holding N.V. | 股票-科技 | 0.46% | +0.05% | -20.43% | |
| 46 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.42% | -0.10% | +14.24% | |
| 47 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.42% | +0.06% | +1166.75% | |
| 48 | UNP | Union Pacific CORP | 股票-工業 | 0.41% | -0.01% | -5.97% | |
| 49 | HD | Home Depot Inc | 股票-循環性消費 | 0.41% | -0.02% | +14.90% | |
| 50 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.40% | -0.01% | +5.52% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +0.6% | +18.98% | 加碼 |
| 2 | GUNR | Flexshares Global Upstream N | +0.6% | +7.49% | 加碼 |
| 3 | VPLS | Vanguard Core-plus Bond ETF | +0.4% | +20.29% | 加碼 |
| 4 | CGGR | Cap Group Growth Equity | +0.3% | +56.05% | 加碼 |
| 5 | CVX | Chevron CORP | +0.2% | -0.32% | 減碼 |
| 6 | JNJ | Johnson & Johnson | +0.2% | +2.27% | 加碼 |
| 7 | COST | Costco Wholesale CORP | +0.2% | +0.13% | 加碼 |
| 8 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +0.1% | +11.64% | 加碼 |
| 9 | TTE | TotalEnergies SE | +0.1% | +4.74% | 加碼 |
| 10 | CGIE | Cap Group Intl Equity | +0.1% | +20.22% | 加碼 |
| 11 | LIN | Linde plc | +0.1% | +4.78% | 加碼 |
| 12 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +2.67% | 加碼 |
| 13 | PSX | Phillips 66 | +0.1% | +0.11% | 加碼 |
| 14 | PNC | Pnc Financial Services Group | +0.1% | +3.87% | 加碼 |
| 15 | IAU | Ishares Gold Trust | +0.1% | -0.71% | 減碼 |
| 16 | VEA | Vanguard Ftse Developed ETF | +0.1% | +40.89% | 加碼 |
| 17 | SHEL | Shell Plc-adr | +0.1% | +19.17% | 加碼 |
| 18 | WFC | Wells Fargo & Co | +0.1% | +133.11% | 加碼 |
| 19 | MKC | Mccormick & Co-non Vtg Shrs | +0.1% | +102.59% | 加碼 |
| 20 | AMZN | Amazon.com Inc | +0.1% | +1166.75% | 加碼 |
| 21 | GOOGL | Alphabet Inc-cl A | +0.1% | +3.08% | 加碼 |
| 22 | PEP | Pepsico Inc | +0.1% | +14.24% | 加碼 |
| 23 | ETR | Entergy CORP | +0.1% | +15.34% | 加碼 |
| 24 | DVN | Devon Energy CORP | +0.1% | -0.58% | 減碼 |
| 25 | ABBV | Abbvie Inc | +0.1% | +39.63% | 加碼 |
| 26 | GILD | Gilead Sciences Inc | +0.1% | +49.20% | 加碼 |
| 27 | VXUS | Vanguard Total Intl Stock | +0.1% | +10.40% | 加碼 |
| 28 | COP | Conocophillips | +0.1% | +9.92% | 加碼 |
| 29 | VZ | Verizon Communications Inc | 0% | +1.08% | 加碼 |
| 30 | SBUX | Starbucks CORP | 0% | +5.52% | 加碼 |
| 31 | MRK | Merck & Co. Inc. | 0% | +9.29% | 加碼 |
| 32 | META | Meta Platforms Inc-class A | 0% | +30.32% | 加碼 |
| 33 | MCK | Mckesson CORP | 0% | +12.37% | 加碼 |
| 34 | TMUS | T-mobile US Inc | 0% | +30.06% | 加碼 |
| 35 | AMGN | Amgen Inc | 0% | +0.21% | 加碼 |
| 36 | NVO | Novo-nordisk A/s-spons Adr | 0% | +56.26% | 加碼 |
| 37 | HD | Home Depot Inc | 0% | +14.90% | 加碼 |
| 38 | KLAC | Kla CORP | 0% | +0.34% | 加碼 |
| 39 | BTI | British American Tob-sp Adr | 0% | +18.23% | 加碼 |
| 40 | CAT | Caterpillar Inc | 0% | -1.96% | 減碼 |
| 41 | VO | Vanguard Mid-cap ETF | 0% | +27.28% | 加碼 |
| 42 | MDY | State Street Spdr S&p Midcap | 0% | +14.10% | 加碼 |
| 43 | ECL | Ecolab Inc | 0% | +0.82% | 加碼 |
| 44 | CGDV | Cap Group Dividend Value | 0% | +8.95% | 加碼 |
| 45 | JPM | Jpmorgan Chase & Co | 0% | +17.20% | 加碼 |
| 46 | PFE | Pfizer Inc | 0% | -1.10% | 減碼 |
| 47 | CGDG | Cap Group Dividend Growers | 0% | +5.46% | 加碼 |
| 48 | CFR | Cullen/frost Bankers Inc | 0% | -0.48% | 減碼 |
| 49 | TXN | Texas Instruments Inc | 0% | -2.39% | 減碼 |
| 50 | WMT | Walmart Inc | 0% | -0.06% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Roehl & Yi Investment Advisors, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$3.0億，共申報了 180 個公開持股部位。
在 Q1 2026 季度，Roehl & Yi Investment Advisors, LLC 按市值排列的前三大核心持股分別為：MINT (8.3%)、VBIL (5.3%)、AAPL (5.3%)。其中最大持股部位 MINT 佔據整體投資組合約 8.3% 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
WDC
市值: US$349.4萬
本季最大獲利了結 / 清倉標的
URTH
前期市值: US$105.9萬
在 Q1 2026 季度中，Roehl & Yi Investment Advisors, LLC 共進行了 182 項持倉異動，包含新建倉 23 個部位、加碼 86 個部位、減碼 59 個部位以及清倉 14 個部位。 其中最大新建倉標的為 WDC。 本季清倉部位包含 URTH。
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。