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: 0001766157
申報總市值
US$8.3億
US$8.3億
266 檔
25.4%
根據最新整理的 13F 季度數據集，Sargent Investment Group, LLC 於 Q1 2026 結束時的管理資產規模為 US$8.3億。該機構在本季度申報了 266 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q1 2026，Sargent Investment Group, LLC 操作展現出積極擴展與加碼意向。本季共新建倉 14 個新部位，並對 95 個既有持股進行加碼（合計增持 109 檔），相較減碼與清倉部位顯著佔優。
檢視投資組合結構，前 5 大主力部位（包含 PLTR, BILS, AAPL）占據了總市值的 25.4%，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 266 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 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 8.00% | -2.61% | -6.64% | |
| 2 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-其他 | 7.21% | +0.55% | -1.32% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 5.90% | +0.41% | -0.42% | |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 3.81% | +0.29% | -0.82% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.95% | -0.23% | +7.88% | |
| 6 | UITB | Victoryshares Core Intermedi | ETF-其他 | 2.51% | -0.23% | +0.77% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.19% | +0.33% | -0.49% | |
| 8 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.07% | +0.10% | +6.49% | |
| 9 | CG | Carlyle Group Inc/the | 股票-金融 | 1.94% | -0.42% | -0.46% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 1.91% | +0.10% | +2.64% | |
| 11 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 1.90% | -0.07% | -3.37% | |
| 12 | IRM | Iron Mountain Inc | 股票-房地產 | 1.81% | +0.19% | -0.38% | |
| 13 | IBM | Intl Business Machines CORP | 股票-科技 | 1.73% | +0.08% | -1.07% | |
| 14 | FTCS | First Trust Capital Strength | ETF-其他 | 1.68% | -0.19% | -6.12% | |
| 15 | WMT | Walmart Inc | 股票-非循環性消費 | 1.65% | -0.25% | +1.04% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.58% | -0.09% | +1.06% | |
| 17 | CIBR | First Trust Nasdaq Cybersecu | ETF-科技型 | 1.53% | +0.41% | -3.01% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.50% | +0.04% | +5.36% | |
| 19 | BX | Blackstone Inc | 股票-金融 | 1.38% | -0.10% | +0.90% | |
| 20 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.30% | +0.11% | +2.86% | |
| 21 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.07% | +0.13% | -1.57% | |
| 22 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.07% | -0.06% | +0.24% | |
| 23 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.06% | +0.30% | -5.23% | |
| 24 | MA | Mastercard Inc - A | 股票-金融 | 1.05% | -0.05% | +2.85% | |
| 25 | EXEL | Exelixis Inc | 股票-醫療保健 | 1.01% | +0.18% | -6.79% | |
| 26 | CVX | Chevron CORP | 股票-能源 | 0.87% | -0.21% | +2.26% | |
| 27 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.84% | -0.12% | +3.31% | |
| 28 | VRT | Vertiv Holdings Co-a | 股票-工業 | 0.82% | -0.02% | -1.77% | |
| 29 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.73% | +0.12% | -5.79% | |
| 30 | BAC | Bank Of America CORP | 股票-金融 | 0.72% | +0.07% | +7.32% | |
| 31 | TSLA | Tesla Inc | 股票-循環性消費 | 0.72% | +0.08% | +3.85% | |
| 32 | OLED | Universal Display CORP | 股票-科技 | 0.69% | -0.14% | -9.37% | |
| 33 | ARCC | Ares Capital CORP | 股票-金融 | 0.69% | -0.02% | +2.23% | |
| 34 | STWD | Starwood Property Trust Inc | 股票-房地產 | 0.66% | -0.09% | +6.56% | |
| 35 | AVGO | Broadcom Inc | 股票-科技 | 0.65% | +0.10% | +6.15% | |
| 36 | DUK | Duke Energy CORP | 股票-公用事業 | 0.64% | +0.03% | +9.89% | |
| 37 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.63% | -0.13% | -11.58% | |
| 38 | UTE0 | Cantaloupe Inc | 股票-其他 | 0.63% | -0.63% | EXIT | |
| 39 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.63% | -0.11% | +6.51% | |
| 40 | CAT | Caterpillar Inc | 股票-工業 | 0.62% | +0.28% | -1.01% | |
| 41 | QCOM | Qualcomm Inc | 股票-科技 | 0.57% | +0.17% | +5.88% | |
| 42 | AKRE | Akre Focus ETF | ETF-其他 | 0.57% | -0.08% | -11.34% | |
| 43 | GE | General Electric | 股票-工業 | 0.56% | +0.11% | -4.82% | |
| 44 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.55% | -0.07% | +3.63% | |
| 45 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.54% | -0.01% | +2.54% | |
| 46 | COP | Conocophillips | 股票-能源 | 0.52% | -0.15% | +0.31% | |
| 47 | ROL | Rollins Inc | 股票-循環性消費 | 0.52% | -0.14% | +2.83% | |
| 48 | TEVA | Teva Pharmaceutical-sp Adr | 股票-醫療保健 | 0.52% | +0.03% | +1.29% | |
| 49 | AXP | American Express Co | 股票-金融 | 0.49% | +0.02% | +2.24% | |
| 50 | HD | Home Depot Inc | 股票-循環性消費 | 0.47% | -0.01% | +2.44% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | IRM | Iron Mountain Inc | +0.4% | -0.38% | 減碼 |
| 2 | VRT | Vertiv Holdings Co-a | +0.3% | -1.77% | 減碼 |
| 3 | CVX | Chevron CORP | +0.3% | +2.26% | 加碼 |
| 4 | BILS | Ss Spdrb B 3-12m T-bill ETF | +0.3% | -1.32% | 減碼 |
| 5 | WMT | Walmart Inc | +0.3% | +1.04% | 加碼 |
| 6 | JNJ | Johnson & Johnson | +0.2% | +0.24% | 加碼 |
| 7 | COP | Conocophillips | +0.2% | +0.31% | 加碼 |
| 8 | COST | Costco Wholesale CORP | +0.2% | +3.31% | 加碼 |
| 9 | DUK | Duke Energy CORP | +0.1% | +9.89% | 加碼 |
| 10 | KMI | Kinder Morgan, Inc. | +0.1% | +3.63% | 加碼 |
| 11 | XPO | Xpo Inc | +0.1% | -2.90% | 減碼 |
| 12 | CAT | Caterpillar Inc | +0.1% | -1.01% | 減碼 |
| 13 | SLB | Slb LTD | +0.1% | -1.03% | 減碼 |
| 14 | XOM | Exxon Mobil CORP | +0.1% | -5.39% | 減碼 |
| 15 | GEV | GE Vernova Inc | +0.1% | -3.69% | 減碼 |
| 16 | MITK | Mitek Systems Inc | +0.1% | +0.59% | 加碼 |
| 17 | GLW | Corning Inc | +0.1% | -1.10% | 減碼 |
| 18 | MU | Micron Technology Inc | +0.1% | +20.73% | 加碼 |
| 19 | BMY | Bristol-myers Squibb Co | +0.1% | +16.15% | 加碼 |
| 20 | KO | Coca-cola Co/the | +0.1% | +2.54% | 加碼 |
| 21 | FDX | Fedex CORP | +0.1% | +3.44% | 加碼 |
| 22 | T | At&t Inc | +0.1% | +10.44% | 加碼 |
| 23 | HON | Honeywell International Inc | +0.1% | +4.26% | 加碼 |
| 24 | MRK | Merck & Co. Inc. | +0.1% | -1.43% | 減碼 |
| 25 | LIN | Linde plc | +0.1% | +2.19% | 加碼 |
| 26 | SO | Southern Co/the | +0.1% | +2.89% | 加碼 |
| 27 | GILD | Gilead Sciences Inc | +0.1% | +15.15% | 加碼 |
| 28 | NEE | Nextera Energy Inc | +0.1% | +85.87% | 加碼 |
| 29 | NOC | Northrop Grumman CORP | +0.1% | +0.27% | 加碼 |
| 30 | EXC | Exelon CORP | +0.1% | +9.54% | 加碼 |
| 31 | MCD | Mcdonald's CORP | +0.1% | +19.88% | 加碼 |
| 32 | MO | Altria Group Inc | +0.1% | +7.48% | 加碼 |
| 33 | FTGC | First Trust Global Tactical | +0.1% | +1.72% | 加碼 |
| 34 | C | Citigroup Inc | +0.1% | +20.93% | 加碼 |
| 35 | ATOM | Atomera Inc | 0% | +5.93% | 加碼 |
| 36 | NOW | Servicenow Inc | 0% | +72.62% | 加碼 |
| 37 | ABBV | Abbvie Inc | 0% | +2.86% | 加碼 |
| 38 | GLDM | Spdr Gold Minishares Trust | 0% | +1.00% | 加碼 |
| 39 | STWD | Starwood Property Trust Inc | 0% | +6.56% | 加碼 |
| 40 | TSM | Taiwan Semiconductor-sp Adr | 0% | +2.79% | 加碼 |
| 41 | CMI | Cummins Inc | 0% | +8.20% | 加碼 |
| 42 | WPM | Wheaton Precious Metals CORP | 0% | -0.30% | 減碼 |
| 43 | EPD | Enterprise Products Partners | 0% | +1.90% | 加碼 |
| 44 | MRVL | Marvell Technology Inc | 0% | -4.17% | 減碼 |
| 45 | AMAT | Applied Materials Inc | 0% | +2.21% | 加碼 |
| 46 | ROST | Ross Stores Inc | 0% | +0.52% | 加碼 |
| 47 | FDL | First Trust Morn Dvd Lead In | 0% | -8.17% | 減碼 |
| 48 | NSC | Norfolk Southern CORP | 0% | +10.14% | 加碼 |
| 49 | RQI | Cohen & Steers Qual Inc Rlty | 0% | +2.54% | 加碼 |
| 50 | MAR | Marriott International -cl A | 0% | +0.47% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Sargent Investment Group, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$8.3億，共申報了 266 個公開持股部位。
在 Q1 2026 季度，Sargent Investment Group, LLC 按市值排列的前三大核心持股分別為：PLTR (8.0%)、BILS (7.2%)、AAPL (5.9%)。其中最大持股部位 PLTR 佔據整體投資組合約 8.0% 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
BXP
市值: US$52.6萬
本季最大獲利了結 / 清倉標的
NNN
前期市值: US$35.6萬
在 Q1 2026 季度中，Sargent Investment Group, LLC 共進行了 190 項持倉異動，包含新建倉 14 個部位、加碼 95 個部位、減碼 72 個部位以及清倉 9 個部位。 其中最大新建倉標的為 BXP。 本季清倉部位包含 NNN。
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。