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: 0001962838
申報總市值
US$8.2億
US$8.2億
83 檔
11.9%
Q2 2026 季度申報顯示，Schear Investment Advisers, LLC 揭露的美股組合總市值為 US$8.2億，涵蓋 83 個不同之權益投資部位。
觀察 Q2 2026 的申報異動，Schear Investment Advisers, LLC 採取了強勁的買進策略，建倉與加碼動作（合計 54 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
檢視投資組合結構，前 5 大主力部位（包含 MU, NVDA, AMD）占據了總市值的 11.9%，展現出該機構在 Q2 2026 的重點資金聚焦與風險分佈特徵。
本季最大新建倉標的
DVN
市值: US$151.1萬
本季最大獲利了結 / 清倉標的
CTRA
前期市值: US$182.7萬
| # | 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 | MU | Micron Technology Inc | 股票-科技 | 11.08% | -9.99% | -8.89% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 6.16% | -3.49% | -7.80% | |
| 3 | AMD | Advanced Micro Devices | 股票-科技 | 5.80% | -3.48% | -7.29% | |
| 4 | AVGO | Broadcom Inc | 股票-科技 | 4.92% | -3.52% | -7.76% | |
| 5 | GEV | GE Vernova Inc | 股票-工業 | 4.71% | -4.46% | -5.31% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.66% | -2.22% | +3.91% | |
| 7 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.88% | -2.64% | +2.38% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 2.82% | -0.02% | -0.18% | |
| 9 | MOD | Modine Manufacturing Co | 股票-循環性消費 | 2.43% | -2.43% | EXIT | |
| 10 | CAT | Caterpillar Inc | 股票-工業 | 2.42% | -2.21% | +3.44% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 2.41% | -0.52% | -0.12% | |
| 12 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.26% | -0.47% | +2.84% | |
| 13 | GE | General Electric | 股票-工業 | 2.20% | -2.09% | +52.93% | |
| 14 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 2.19% | -1.80% | +2.15% | |
| 15 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 1.95% | -1.46% | +0.99% | |
| 16 | C | Citigroup Inc | 股票-金融 | 1.86% | -1.79% | +4.68% | |
| 17 | VRT | Vertiv Holdings Co-a | 股票-工業 | 1.81% | -1.59% | +3.87% | |
| 18 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.61% | -0.71% | +0.14% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.58% | +1.29% | -43.43% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.56% | -0.91% | +4.26% | |
| 21 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 1.54% | -1.51% | — | |
| 22 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.49% | -0.93% | +1.15% | |
| 23 | MS | Morgan Stanley | 股票-金融 | 1.41% | -1.34% | +4.00% | |
| 24 | DAL | Delta Air Lines Inc | 股票-工業 | 1.26% | -1.26% | EXIT | |
| 25 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.21% | -0.73% | +3.95% | |
| 26 | V | Visa Inc-class A Shares | 股票-金融 | 1.16% | -0.76% | +5.66% | |
| 27 | PNC | Pnc Financial Services Group | 股票-金融 | 1.02% | -0.94% | +1.66% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.96% | +1.37% | +468.27% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.94% | +0.11% | -2.46% | |
| 30 | WMT | Walmart Inc | 股票-非循環性消費 | 0.91% | -0.66% | +3.11% | |
| 31 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.84% | -0.79% | +2.85% | |
| 32 | LIN | Linde plc | 股票-原物料 | 0.81% | -0.77% | +5.38% | |
| 33 | MRVL | Marvell Technology Inc | 股票-科技 | 0.80% | -0.59% | +6.69% | |
| 34 | HD | Home Depot Inc | 股票-循環性消費 | 0.79% | -0.60% | -0.30% | |
| 35 | MCK | Mckesson CORP | 股票-醫療保健 | 0.76% | -0.72% | +3.99% | |
| 36 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.76% | -0.62% | +1.85% | |
| 37 | AMGN | Amgen Inc | 股票-醫療保健 | 0.76% | -0.64% | +0.56% | |
| 38 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.74% | -0.52% | -5.37% | |
| 39 | ULTA | Ulta Beauty Inc | 股票-循環性消費 | 0.70% | -0.70% | EXIT | |
| 40 | CB | Chubb Limited | 股票-金融 | 0.70% | -0.70% | EXIT | |
| 41 | MLM | Martin Marietta Materials | 股票-原物料 | 0.67% | -0.67% | EXIT | |
| 42 | MSI | Motorola Solutions Inc | 股票-科技 | 0.65% | -0.65% | EXIT | |
| 43 | COR | Cencora Inc | 股票-醫療保健 | 0.64% | -0.58% | +0.18% | |
| 44 | MEDP | Medpace Holdings Inc | 股票-醫療保健 | 0.64% | -0.64% | EXIT | |
| 45 | URI | United Rentals Inc | 股票-工業 | 0.59% | -0.59% | EXIT | |
| 46 | VST | Vistra CORP | 股票-公用事業 | 0.58% | -0.58% | EXIT | |
| 47 | UNP | Union Pacific CORP | 股票-工業 | 0.56% | -0.56% | EXIT | |
| 48 | AXP | American Express Co | 股票-金融 | 0.56% | -0.41% | +2.68% | |
| 49 | CEG | Constellation Energy | 股票-公用事業 | 0.55% | -0.34% | +1.15% | |
| 50 | CVX | Chevron CORP | 股票-能源 | 0.54% | -0.47% | +6.07% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +6.4% | -8.89% | 減碼 |
| 2 | AMD | Advanced Micro Devices | +2.9% | -7.29% | 減碼 |
| 3 | QQQ | Invesco Qqq Trust Series 1 | +0.8% | +468.27% | 加碼 |
| 4 | GE | General Electric | +0.8% | +52.93% | 加碼 |
| 5 | CRWD | Crowdstrike Holdings Inc - A | +0.7% | +0.99% | 加碼 |
| 6 | DVN | Devon Energy CORP | +0.5% | NEW | 新建倉 |
| 7 | MRVL | Marvell Technology Inc | +0.5% | +6.69% | 加碼 |
| 8 | CAT | Caterpillar Inc | +0.4% | +3.44% | 加碼 |
| 9 | SMH | Vaneck Semiconductor ETF | +0.4% | — | 不變 |
| 10 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +2.15% | 加碼 |
| 11 | ✓ | +0.2% | NEW | 新建倉 | |
| 12 | ✓ | +0.2% | NEW | 新建倉 | |
| 13 | DAL | Delta Air Lines Inc | +0.2% | +5.62% | 加碼 |
| 14 | GLW | Corning Inc | +0.2% | +61.63% | 加碼 |
| 15 | BE | Bloom Energy Corp- A | +0.2% | NEW | 新建倉 |
| 16 | DELL | Dell Technologies -c | +0.2% | NEW | 新建倉 |
| 17 | UNH | Unitedhealth Group Inc | +0.1% | +1.85% | 加碼 |
| 18 | CLS | Celestica Inc | +0.1% | NEW | 新建倉 |
| 19 | VRT | Vertiv Holdings Co-a | +0.1% | +3.87% | 加碼 |
| 20 | URI | United Rentals Inc | +0.1% | — | 不變 |
| 21 | AMLP | Alerian Mlp ETF | +0.1% | NEW | 新建倉 |
| 22 | AJG | Arthur J Gallagher & Co | +0.1% | NEW | 新建倉 |
| 23 | KLAC | Kla CORP | +0.1% | NEW | 新建倉 |
| 24 | LRCX | Lam Research CORP | +0.1% | — | 不變 |
| 25 | LLY | Eli Lilly & Co | 0% | +2.38% | 加碼 |
| 26 | MS | Morgan Stanley | — | +4.00% | 加碼 |
| 27 | ABBV | Abbvie Inc | — | +13.25% | 加碼 |
| 28 | PSX | Phillips 66 | 0% | +35.05% | 加碼 |
| 29 | WM | Waste Management Inc | 0% | +11.69% | 加碼 |
| 30 | MEDP | Medpace Holdings Inc | 0% | +16.18% | 加碼 |
| 31 | DHI | Dr Horton Inc | 0% | +0.02% | 加碼 |
| 32 | MPC | Marathon Petroleum CORP | 0% | +3.50% | 加碼 |
| 33 | LOW | Lowe's Cos Inc | 0% | — | 不變 |
| 34 | CINF | Cincinnati Financial CORP | 0% | -11.04% | 減碼 |
| 35 | C | Citigroup Inc | 0% | +4.68% | 加碼 |
| 36 | KO | Coca-cola Co/the | 0% | -2.03% | 減碼 |
| 37 | MOD | Modine Manufacturing Co | -0.1% | +4.89% | 加碼 |
| 38 | BAC | Bank Of America CORP | -0.1% | +0.07% | 加碼 |
| 39 | WMB | Williams Cos Inc | -0.1% | -20.80% | 減碼 |
| 40 | EPD | Enterprise Products Partners | -0.1% | — | 不變 |
| 41 | GS | Goldman Sachs Group Inc | -0.1% | +3.95% | 加碼 |
| 42 | AXP | American Express Co | -0.1% | +2.68% | 加碼 |
| 43 | DE | Deere & Co | -0.1% | +0.13% | 加碼 |
| 44 | LHX | L3harris Technologies Inc | -0.1% | +0.89% | 加碼 |
| 45 | KMI | Kinder Morgan, Inc. | -0.1% | EXIT | 清倉 |
| 46 | JNJ | Johnson & Johnson | -0.1% | +0.77% | 加碼 |
| 47 | APD | Air Products & Chemicals Inc | -0.1% | — | 不變 |
| 48 | BLK | Blackrock Inc | -0.1% | — | 不變 |
| 49 | GOOGL | Alphabet Inc-cl A | -0.1% | +3.91% | 加碼 |
| 50 | PNC | Pnc Financial Services Group | -0.1% | +1.66% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Schear Investment Advisers, LLC 在 Q2 2026 季度的美股持倉總市值約為 US$8.2億，共申報了 83 個公開持股部位。
在 Q2 2026 季度，Schear Investment Advisers, LLC 按市值排列的前三大核心持股分別為：MU (11.1%)、NVDA (6.2%)、AMD (5.8%)。其中最大持股部位 MU 佔據整體投資組合約 11.1% 的權重。
在 Q2 2026 季度中，Schear Investment Advisers, LLC 共進行了 78 項持倉異動，包含新建倉 9 個部位、加碼 45 個部位、減碼 21 個部位以及清倉 3 個部位。 其中最大新建倉標的為 DVN。 本季清倉部位包含 CTRA。
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。
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。
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。