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: 0002107860
申報總市值
US$1.4億
US$1.4億
99 檔
22.1%
在 Q1 2026 的 13F 官方備案中，Sandro Wealth Management LLC 管理的美股投資組合規模來到 US$1.4億，整體持股檔數為 99 檔。
Q1 2026 數據顯示 Sandro Wealth Management LLC 積極進場，新開立 10 個部位並同步加碼 71 檔個股，反映機構在該季度的資金注入與籌碼積累。
在資產配置集中度方面，Sandro Wealth Management LLC 的前 5 大核心持股（包含 GOOGL, NVDA, AAPL 等）合計佔整體申報市值的 22.1%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 5.95% | -0.07% | +5.74% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.22% | +0.47% | +7.10% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.89% | +0.39% | +6.85% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.69% | -0.26% | +7.18% | |
| 5 | CORZ | Core Scientific Inc | 股票-科技 | 3.70% | -2.80% | +0.22% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.26% | +0.25% | +3.09% | |
| 7 | MA | Mastercard Inc - A | 股票-金融 | 2.93% | -0.18% | +9.30% | |
| 8 | WMT | Walmart Inc | 股票-非循環性消費 | 2.76% | -0.47% | +4.04% | |
| 9 | PWR | Quanta Services Inc | 股票-工業 | 2.54% | -0.13% | +2.87% | |
| 10 | HCA | Hca Healthcare Inc | 股票-醫療保健 | 2.51% | -0.64% | -0.33% | |
| 11 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.45% | -0.30% | +16.64% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 2.37% | +0.09% | +4.36% | |
| 13 | INDV | Indivior Pharmaceuticals Inc | 股票-其他 | 2.35% | -0.17% | — | |
| 14 | AVGO | Broadcom Inc | 股票-科技 | 2.33% | +0.34% | +7.31% | |
| 15 | ROIV | Roivant Sciences Ltd. | 股票-醫療保健 | 1.98% | +0.32% | -1.08% | |
| 16 | ASML | ASML Holding N.V. | 股票-科技 | 1.81% | +0.65% | -0.75% | |
| 17 | TMUS | T-mobile US Inc | 股票-通訊服務 | 1.80% | -0.45% | +1.35% | |
| 18 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.76% | -0.37% | +3.77% | |
| 19 | TT | Trane Technologies plc | 股票-工業 | 1.69% | +0.15% | +5.10% | |
| 20 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.61% | -0.23% | +2.57% | |
| 21 | XOM | Exxon Mobil CORP | 股票-能源 | 1.57% | -0.41% | -47.33% | |
| 22 | CTAS | Cintas CORP | 股票-工業 | 1.54% | -0.14% | +0.42% | |
| 23 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 1.51% | +0.89% | -5.17% | |
| 24 | HD | Home Depot Inc | 股票-循環性消費 | 1.51% | +0.03% | +10.15% | |
| 25 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.50% | -0.08% | +5.82% | |
| 26 | PH | Parker Hannifin CORP | 股票-工業 | 1.50% | +0.03% | +2.90% | |
| 27 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.37% | -0.16% | +1.40% | |
| 28 | VICR | Vicor CORP | 股票-科技 | 1.37% | +1.51% | — | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.35% | +0.26% | +23.61% | |
| 30 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資等級公司債 | 1.29% | -0.11% | +4.68% | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.23% | +0.05% | +11.01% | |
| 32 | SPGI | S&p Global Inc | 股票-金融 | 1.20% | -0.13% | +3.65% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.11% | -0.01% | +3.27% | |
| 34 | NOC | Northrop Grumman CORP | 股票-工業 | 1.04% | -0.33% | +6.05% | |
| 35 | AWK | American Water Works Co Inc | 股票-公用事業 | 1.03% | -0.13% | +5.15% | |
| 36 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.82% | +0.06% | +11.55% | |
| 37 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.82% | -0.06% | +7.35% | |
| 38 | FTSL | First Trust Senior Loan ETF | ETF-其他 | 0.78% | -0.08% | +4.99% | |
| 39 | RTX | Rtx CORP | 股票-工業 | 0.72% | -0.72% | EXIT | |
| 40 | LIN | Linde plc | 股票-原物料 | 0.62% | -0.03% | +3.18% | |
| 41 | TSLA | Tesla Inc | 股票-循環性消費 | 0.57% | +0.07% | +6.94% | |
| 42 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.56% | +0.18% | +101.90% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.55% | +0.04% | -14.59% | |
| 44 | CVX | Chevron CORP | 股票-能源 | 0.49% | -0.09% | +10.52% | |
| 45 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.46% | -0.08% | +1.33% | |
| 46 | LMT | Lockheed Martin CORP | 股票-工業 | 0.46% | -0.09% | +34.41% | |
| 47 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.46% | — | +21.68% | |
| 48 | SPHY | Ss Spdr P High Yield ETF | ETF-非投資等級債 | 0.45% | +0.10% | +55.71% | |
| 49 | HIG | Hartford Insurance Group Inc | 股票-金融 | 0.42% | -0.04% | +13.40% | |
| 50 | KLAC | Kla CORP | 股票-科技 | 0.40% | +0.36% | +14.05% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | PWR | Quanta Services Inc | +0.6% | +2.87% | 加碼 |
| 2 | COST | Costco Wholesale CORP | +0.6% | +16.64% | 加碼 |
| 3 | VICR | Vicor CORP | +0.4% | — | 不變 |
| 4 | ROIV | Roivant Sciences Ltd. | +0.4% | -1.08% | 減碼 |
| 5 | WMT | Walmart Inc | +0.3% | +4.04% | 加碼 |
| 6 | ASML | ASML Holding N.V. | +0.3% | -0.75% | 減碼 |
| 7 | GOOG | Alphabet Inc-cl C | +0.3% | +101.90% | 加碼 |
| 8 | NEE | Nextera Energy Inc | +0.2% | +2.57% | 加碼 |
| 9 | NOC | Northrop Grumman CORP | +0.2% | +6.05% | 加碼 |
| 10 | LMT | Lockheed Martin CORP | +0.2% | +34.41% | 加碼 |
| 11 | VOO | Vanguard S&p 500 ETF | +0.2% | +23.61% | 加碼 |
| 12 | CVX | Chevron CORP | +0.2% | +10.52% | 加碼 |
| 13 | SPHY | Ss Spdr P High Yield ETF | +0.2% | +55.71% | 加碼 |
| 14 | TT | Trane Technologies plc | +0.1% | +5.10% | 加碼 |
| 15 | MPC | Marathon Petroleum CORP | +0.1% | +10.38% | 加碼 |
| 16 | PM | Philip Morris International | +0.1% | +44.40% | 加碼 |
| 17 | KLAC | Kla CORP | +0.1% | +14.05% | 加碼 |
| 18 | EOG | Eog Resources Inc | +0.1% | +7.03% | 加碼 |
| 19 | LIN | Linde plc | +0.1% | +3.18% | 加碼 |
| 20 | CAT | Caterpillar Inc | +0.1% | +27.81% | 加碼 |
| 21 | WMB | Williams Cos Inc | +0.1% | +9.03% | 加碼 |
| 22 | MO | Altria Group Inc | +0.1% | +22.44% | 加碼 |
| 23 | AWK | American Water Works Co Inc | +0.1% | +5.15% | 加碼 |
| 24 | C | Citigroup Inc | +0.1% | +22.52% | 加碼 |
| 25 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.1% | +11.55% | 加碼 |
| 26 | MCD | Mcdonald's CORP | 0% | +3.77% | 加碼 |
| 27 | DUK | Duke Energy CORP | 0% | +11.43% | 加碼 |
| 28 | AEP | American Electric Power | 0% | +3.41% | 加碼 |
| 29 | FE | Firstenergy CORP | 0% | +4.24% | 加碼 |
| 30 | HD | Home Depot Inc | 0% | +10.15% | 加碼 |
| 31 | TJX | Tjx Companies Inc | 0% | +1.40% | 加碼 |
| 32 | HIG | Hartford Insurance Group Inc | 0% | +13.40% | 加碼 |
| 33 | DTE | Dte Energy Company | 0% | +8.43% | 加碼 |
| 34 | CFG | Citizens Financial Group | 0% | +8.10% | 加碼 |
| 35 | TMUS | T-mobile US Inc | 0% | +1.35% | 加碼 |
| 36 | PH | Parker Hannifin CORP | 0% | +2.90% | 加碼 |
| 37 | PEP | Pepsico Inc | 0% | +1.33% | 加碼 |
| 38 | KO | Coca-cola Co/the | 0% | +1.25% | 加碼 |
| 39 | PG | Procter & Gamble Co/the | 0% | +11.64% | 加碼 |
| 40 | ETR | Entergy CORP | 0% | -8.63% | 減碼 |
| 41 | LLY | Eli Lilly & Co | 0% | +31.37% | 加碼 |
| 42 | NI | Nisource Inc | 0% | +3.63% | 加碼 |
| 43 | EMB | Ishares Jp Morgan Usd Emergi | 0% | +7.35% | 加碼 |
| 44 | META | Meta Platforms Inc-class A | 0% | +21.68% | 加碼 |
| 45 | CME | Cme Group Inc | 0% | +3.00% | 加碼 |
| 46 | RF | Regions Financial CORP | 0% | +14.12% | 加碼 |
| 47 | SHYG | Ishares 0-5 Yr Hy CORP Bond | — | +4.68% | 加碼 |
| 48 | FTSL | First Trust Senior Loan ETF | — | +4.99% | 加碼 |
| 49 | T | At&t Inc | — | -11.12% | 減碼 |
| 50 | AMGN | Amgen Inc | — | -3.88% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Sandro Wealth Management LLC 在 Q1 2026 季度的美股持倉總市值約為 US$1.4億，共申報了 99 個公開持股部位。
在 Q1 2026 季度，Sandro Wealth Management LLC 按市值排列的前三大核心持股分別為：GOOGL (6.0%)、NVDA (5.2%)、AAPL (4.9%)。其中最大持股部位 GOOGL 佔據整體投資組合約 6.0% 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
INDV
市值: US$293.1萬
本季最大獲利了結 / 清倉標的
APO
前期市值: US$159.9萬
在 Q1 2026 季度中，Sandro Wealth Management LLC 共進行了 102 項持倉異動，包含新建倉 10 個部位、加碼 71 個部位、減碼 17 個部位以及清倉 4 個部位。 其中最大新建倉標的為 INDV。 本季清倉部位包含 APO。
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。