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: 0001810099
申報總市值
US$12.0億
US$12.0億
258 檔
10.9%
在 Q1 2026 的 13F 官方備案中，Royal Fund Management, LLC 管理的美股投資組合規模來到 US$12.0億，整體持股檔數為 258 檔。
Q1 2026 數據顯示 Royal Fund Management, LLC 積極進場，新開立 29 個部位並同步加碼 85 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 VOO, QQQ, NVDA）累計市值佔比達 10.9%，是驅動 Royal Fund Management, LLC 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 258 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 3.31% | +0.09% | -0.15% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.12% | +0.38% | +1.54% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 2.01% | -0.25% | +25.74% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.98% | -1.98% | EXIT | |
| 5 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 1.98% | +0.06% | +13.32% | |
| 6 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.65% | -0.15% | +0.15% | |
| 7 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.54% | +0.14% | +0.32% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 1.49% | -0.13% | +12.02% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.43% | -0.02% | +0.86% | |
| 10 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 1.35% | -1.35% | EXIT | |
| 11 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 1.28% | -1.28% | EXIT | |
| 12 | XLI | Ss Industrial Select Sector | ETF-其他 | 1.26% | +0.11% | — | |
| 13 | RTX | Rtx CORP | 股票-工業 | 1.25% | -0.12% | +25.02% | |
| 14 | ITA | Ishares U.s. Aerospace & Def | ETF-其他 | 1.23% | -1.23% | EXIT | |
| 15 | AAPL | Apple Inc | 股票-科技 | 1.16% | -0.05% | +17.33% | |
| 16 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.16% | -1.13% | +5201.00% | |
| 17 | XLB | Ss Materials Select Sector | ETF-其他 | 1.15% | -0.21% | — | |
| 18 | WMT | Walmart Inc | 股票-非循環性消費 | 1.10% | -0.21% | -50.49% | |
| 19 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 1.08% | -0.11% | +11.18% | |
| 20 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.03% | +0.21% | +1.81% | |
| 21 | AVGO | Broadcom Inc | 股票-科技 | 1.02% | +0.02% | +0.89% | |
| 22 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.00% | -0.48% | -39.68% | |
| 23 | IBM | Intl Business Machines CORP | 股票-科技 | 1.00% | +0.04% | +14.60% | |
| 24 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.98% | +0.09% | +8.37% | |
| 25 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.96% | +0.23% | -2.68% | |
| 26 | DELL | Dell Technologies -c | 股票-科技 | 0.95% | +0.26% | +40.99% | |
| 27 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.93% | -0.93% | EXIT | |
| 28 | VUG | Vanguard Growth ETF | ETF-其他 | 0.87% | +0.05% | -2.19% | |
| 29 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.86% | -0.06% | -1.43% | |
| 30 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.86% | +0.02% | +6.20% | |
| 31 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.84% | +0.02% | -2.57% | |
| 32 | DLR | Digital Realty Trust Inc | 股票-房地產 | 0.83% | -0.22% | +5.63% | |
| 33 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 0.82% | -0.03% | -3.47% | |
| 34 | IXJ | Ishares Global Healthcare Et | ETF-其他 | 0.82% | -0.02% | -0.91% | |
| 35 | PSX | Phillips 66 | 股票-能源 | 0.80% | -0.12% | -14.08% | |
| 36 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.79% | -0.03% | -0.56% | |
| 37 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.76% | +0.01% | +0.36% | |
| 38 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.75% | -0.07% | +14.21% | |
| 39 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.72% | -0.08% | +340.50% | |
| 40 | AMGN | Amgen Inc | 股票-醫療保健 | 0.70% | -0.03% | +2.13% | |
| 41 | INDA | Ishares Msci India ETF | ETF-其他 | 0.70% | -0.01% | +1.00% | |
| 42 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 0.70% | -0.06% | -1.83% | |
| 43 | UBER | Uber Technologies Inc | 股票-工業 | 0.70% | -0.07% | +36.32% | |
| 44 | KCE | Ss Spdr S&p Cap Mkts ETF | ETF-其他 | 0.69% | -0.02% | -0.50% | |
| 45 | HOOD | Robinhood Markets Inc - A | 股票-金融 | 0.68% | +0.36% | +28.22% | |
| 46 | NEM | Newmont CORP | 股票-原物料 | 0.68% | -0.13% | -6.77% | |
| 47 | DDOG | Datadog Inc - Class A | 股票-科技 | 0.67% | +0.05% | +53.01% | |
| 48 | QCOM | Qualcomm Inc | 股票-科技 | 0.67% | +0.18% | -15.18% | |
| 49 | XLF | Ss Financial Select Sector | ETF-其他 | 0.67% | -0.02% | -34.20% | |
| 50 | TSLA | Tesla Inc | 股票-循環性消費 | 0.66% | +0.01% | +5.88% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | DIA | Ss Spdr Dow Jones Indus Avg | +1.4% | NEW | 新建倉 |
| 2 | IJS | Ishares S&p Small-cap 600 Va | +1.3% | NEW | 新建倉 |
| 3 | XLI | Ss Industrial Select Sector | +1.3% | NEW | 新建倉 |
| 4 | ITA | Ishares U.s. Aerospace & Def | +1.2% | NEW | 新建倉 |
| 5 | XLB | Ss Materials Select Sector | +1.2% | NEW | 新建倉 |
| 6 | GOOG | Alphabet Inc-cl C | +1.1% | +5201.00% | 加碼 |
| 7 | IWN | Ishares Russell 2000 Value E | +0.9% | NEW | 新建倉 |
| 8 | EFA | Ishares Msci Eafe ETF | +0.7% | +45.13% | 加碼 |
| 9 | TLH | Ishares 10-20 Year Treasury | +0.6% | +340.50% | 加碼 |
| 10 | ARM | Arm Holdings Plc-adr | +0.5% | +327.23% | 加碼 |
| 11 | TER | Teradyne Inc | +0.5% | NEW | 新建倉 |
| 12 | TWLO | Twilio Inc - A | +0.4% | NEW | 新建倉 |
| 13 | XBI | Ss Spdr S&p Biotech ETF | +0.4% | +13.32% | 加碼 |
| 14 | GLW | Corning Inc | +0.4% | NEW | 新建倉 |
| 15 | KO | Coca-cola Co/the | +0.4% | +130.09% | 加碼 |
| 16 | NI | Nisource Inc | +0.3% | NEW | 新建倉 |
| 17 | VCR | Vanguard Consumer Discre ETF | +0.3% | +258.84% | 加碼 |
| 18 | DELL | Dell Technologies -c | +0.3% | +40.99% | 加碼 |
| 19 | RTX | Rtx CORP | +0.3% | +25.02% | 加碼 |
| 20 | D | Dominion Energy Inc | +0.3% | NEW | 新建倉 |
| 21 | APP | Applovin Corp-class A | +0.3% | NEW | 新建倉 |
| 22 | KMB | Kimberly-clark CORP | +0.3% | +102.16% | 加碼 |
| 23 | BBY | Best Buy Co Inc | +0.3% | NEW | 新建倉 |
| 24 | SU | Suncor Energy Inc | +0.2% | +30.01% | 加碼 |
| 25 | RIO | Rio Tinto Plc-spon Adr | +0.2% | +108.72% | 加碼 |
| 26 | KR | Kroger Co | +0.2% | +86.35% | 加碼 |
| 27 | CVX | Chevron CORP | +0.2% | +12.33% | 加碼 |
| 28 | DLR | Digital Realty Trust Inc | +0.2% | +5.63% | 加碼 |
| 29 | VDE | Vanguard Energy ETF | +0.2% | +5.52% | 加碼 |
| 30 | PSX | Phillips 66 | +0.2% | -14.08% | 減碼 |
| 31 | PFE | Pfizer Inc | +0.2% | +275.57% | 加碼 |
| 32 | DAL | Delta Air Lines Inc | +0.2% | NEW | 新建倉 |
| 33 | XYZ | Block Inc | +0.2% | NEW | 新建倉 |
| 34 | NXPI | NXP Semiconductors N.V. | +0.2% | NEW | 新建倉 |
| 35 | LYB | LyondellBasell Industries N.V. | +0.2% | +97.18% | 加碼 |
| 36 | MRVL | Marvell Technology Inc | +0.2% | +86.88% | 加碼 |
| 37 | JNJ | Johnson & Johnson | +0.2% | -1.43% | 減碼 |
| 38 | VONG | Vanguard Russell 1000 Growth | +0.2% | +11.18% | 加碼 |
| 39 | SLV | Ishares Silver Trust | +0.1% | +172.47% | 加碼 |
| 40 | AEM | Agnico Eagle Mines LTD | +0.1% | +19.44% | 加碼 |
| 41 | AAPL | Apple Inc | +0.1% | +17.33% | 加碼 |
| 42 | T | At&t Inc | +0.1% | +5.16% | 加碼 |
| 43 | MRK | Merck & Co. Inc. | +0.1% | -0.56% | 減碼 |
| 44 | SONY | Sony Group CORP - Sp Adr | +0.1% | NEW | 新建倉 |
| 45 | DUK | Duke Energy CORP | +0.1% | +16.15% | 加碼 |
| 46 | IOT | Samsara Inc-cl A | +0.1% | +270.21% | 加碼 |
| 47 | GRMN | Garmin Ltd. | +0.1% | +3.42% | 加碼 |
| 48 | CVS | Cvs Health CORP | +0.1% | +30.18% | 加碼 |
| 49 | OKE | Oneok Inc | +0.1% | -5.76% | 減碼 |
| 50 | XRN | Chiron Real Estate Inc | +0.1% | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Royal Fund Management, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$12.0億，共申報了 258 個公開持股部位。
在 Q1 2026 季度，Royal Fund Management, LLC 按市值排列的前三大核心持股分別為：VOO (3.3%)、QQQ (3.1%)、NVDA (2.0%)。其中最大持股部位 VOO 佔據整體投資組合約 3.3% 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
DIA
市值: US$1422.2萬
本季最大獲利了結 / 清倉標的
IWM
前期市值: US$2438.7萬
在 Q1 2026 季度中，Royal Fund Management, LLC 共進行了 200 項持倉異動，包含新建倉 29 個部位、加碼 85 個部位、減碼 61 個部位以及清倉 25 個部位。 其中最大新建倉標的為 DIA。 本季清倉部位包含 IWM。
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。