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: 0001575581
申報總市值
US$19.3億
US$19.3億
308 檔
17.2%
Segment Wealth Management, LLC 在 Q1 2026 季度的美股部位總計估值為 US$19.3億，分散於 308 個持倉標的之中，反映其市場參與廣度與投資規模。
在 Q1 2026 期間，Segment Wealth Management, LLC 展現了靈活的資產再平衡步調，透過出清 37 檔弱勢或達到目標價部位，將資金轉置於 30 檔新建倉標的之中。
從部位權重觀察，前 5 大標的（包含 VTI, BRK-B, GEV）累計市值佔比達 17.2%，是驅動 Segment Wealth 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 308 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 6.03% | +0.24% | -0.64% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.61% | -0.36% | +0.34% | |
| 3 | GEV | GE Vernova Inc | 股票-工業 | 3.14% | +0.49% | -6.33% | |
| 4 | AVGO | Broadcom Inc | 股票-科技 | 3.13% | +0.20% | -1.18% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.57% | +0.36% | -2.06% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 2.47% | +0.05% | +0.72% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 2.26% | +0.04% | +0.35% | |
| 8 | XOM | Exxon Mobil CORP | 股票-能源 | 2.03% | -0.57% | -0.74% | |
| 9 | ASML | ASML Holding N.V. | 股票-科技 | 1.97% | +0.65% | -1.47% | |
| 10 | WMT | Walmart Inc | 股票-非循環性消費 | 1.85% | -0.36% | +0.09% | |
| 11 | CAT | Caterpillar Inc | 股票-工業 | 1.72% | +0.53% | -2.08% | |
| 12 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 1.64% | -0.13% | -7.14% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 1.57% | -0.16% | +2.28% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.55% | +0.13% | -0.84% | |
| 15 | MCK | Mckesson CORP | 股票-醫療保健 | 1.54% | -0.35% | -0.19% | |
| 16 | PH | Parker Hannifin CORP | 股票-工業 | 1.46% | -0.05% | -1.04% | |
| 17 | GRMN | Garmin Ltd. | 股票-科技 | 1.42% | -0.12% | +0.79% | |
| 18 | SPGI | S&p Global Inc | 股票-金融 | 1.34% | -0.21% | -38.85% | |
| 19 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 1.34% | +0.13% | -20.01% | |
| 20 | MPC | Marathon Petroleum CORP | 股票-能源 | 1.29% | -0.08% | +1710.53% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.29% | +0.02% | -1.13% | |
| 22 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.26% | -0.20% | +1.32% | |
| 23 | V | Visa Inc-class A Shares | 股票-金融 | 1.18% | +0.04% | +2.97% | |
| 24 | MAR | Marriott International -cl A | 股票-循環性消費 | 1.14% | +0.01% | -1.81% | |
| 25 | APH | Amphenol Corp-cl A | 股票-科技 | 1.11% | +0.28% | +0.72% | |
| 26 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.09% | +0.07% | +9.23% | |
| 27 | EOG | Eog Resources Inc | 股票-能源 | 1.09% | -0.22% | +8.84% | |
| 28 | ALL | Allstate CORP | 股票-金融 | 1.07% | +0.03% | +0.79% | |
| 29 | SYK | Stryker CORP | 股票-醫療保健 | 1.06% | -0.13% | +2.73% | |
| 30 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.03% | -0.22% | +2.24% | |
| 31 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.02% | -0.14% | +0.36% | |
| 32 | MSI | Motorola Solutions Inc | 股票-科技 | 1.02% | -0.14% | +5.14% | |
| 33 | CTAS | Cintas CORP | 股票-工業 | 1.00% | -0.09% | +2.05% | |
| 34 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.98% | -0.01% | +186.31% | |
| 35 | USMC | Principal US Mega-cap ETF | ETF-其他 | 0.96% | +0.07% | -0.55% | |
| 36 | HD | Home Depot Inc | 股票-循環性消費 | 0.95% | -0.03% | +3.77% | |
| 37 | TXN | Texas Instruments Inc | 股票-科技 | 0.95% | +0.34% | +4.67% | |
| 38 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型股與成長 | 0.94% | +0.03% | -0.56% | |
| 39 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.88% | -0.02% | +5.71% | |
| 40 | UNP | Union Pacific CORP | 股票-工業 | 0.88% | +0.01% | +3.99% | |
| 41 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.87% | -0.10% | +3.28% | |
| 42 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.85% | -0.11% | +6.96% | |
| 43 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.82% | +0.15% | +2.94% | |
| 44 | CEG | Constellation Energy | 股票-公用事業 | 0.78% | -0.14% | +1150.97% | |
| 45 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.75% | +0.07% | -0.69% | |
| 46 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.73% | +0.05% | -1.92% | |
| 47 | ADP | Automatic Data Processing | 股票-科技 | 0.72% | -0.01% | +2.42% | |
| 48 | EPD | Enterprise Products Partners | 股票-能源 | 0.71% | -0.10% | +27.69% | |
| 49 | DHR | Danaher CORP | 股票-醫療保健 | 0.70% | -0.05% | +6.43% | |
| 50 | RIO | Rio Tinto Plc-spon Adr | 股票-原物料 | 0.68% | -0.05% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MPC | Marathon Petroleum CORP | +1.2% | +1710.53% | 加碼 |
| 2 | CEG | Constellation Energy | +0.7% | +1150.97% | 加碼 |
| 3 | GEV | GE Vernova Inc | +0.7% | -6.33% | 減碼 |
| 4 | JPM | Jpmorgan Chase & Co | +0.6% | +186.31% | 加碼 |
| 5 | XOM | Exxon Mobil CORP | +0.6% | -0.74% | 減碼 |
| 6 | EOG | Eog Resources Inc | +0.4% | +8.84% | 加碼 |
| 7 | ASML | ASML Holding N.V. | +0.4% | -1.47% | 減碼 |
| 8 | ORCL | Oracle CORP | +0.4% | +1127.30% | 加碼 |
| 9 | CAT | Caterpillar Inc | +0.3% | -2.08% | 減碼 |
| 10 | EPD | Enterprise Products Partners | +0.2% | +27.69% | 加碼 |
| 11 | WMT | Walmart Inc | +0.2% | +0.09% | 加碼 |
| 12 | GRMN | Garmin Ltd. | +0.2% | +0.79% | 加碼 |
| 13 | COST | Costco Wholesale CORP | +0.2% | +1.32% | 加碼 |
| 14 | COR | Cencora Inc | +0.2% | +69.84% | 加碼 |
| 15 | MSI | Motorola Solutions Inc | +0.2% | +5.14% | 加碼 |
| 16 | NFLX | Netflix Inc | +0.2% | +107.64% | 加碼 |
| 17 | EME | Emcor Group Inc | +0.2% | +145.84% | 加碼 |
| 18 | TXN | Texas Instruments Inc | +0.2% | +4.67% | 加碼 |
| 19 | COHR | Coherent CORP | +0.1% | +463.07% | 加碼 |
| 20 | MCK | Mckesson CORP | +0.1% | -0.19% | 減碼 |
| 21 | CVX | Chevron CORP | +0.1% | +0.54% | 加碼 |
| 22 | UI | Ubiquiti Inc | +0.1% | +64.16% | 加碼 |
| 23 | CARR | Carrier Global CORP | +0.1% | +7.36% | 加碼 |
| 24 | UNP | Union Pacific CORP | +0.1% | +3.99% | 加碼 |
| 25 | GS | Goldman Sachs Group Inc | +0.1% | +9.23% | 加碼 |
| 26 | PANW | Palo Alto Networks Inc | +0.1% | +116.08% | 加碼 |
| 27 | PWR | Quanta Services Inc | +0.1% | -11.26% | 減碼 |
| 28 | APA | Apa CORP | +0.1% | — | 不變 |
| 29 | FIX | Comfort Systems USA Inc | +0.1% | +5.82% | 加碼 |
| 30 | CTRA | Coterra Energy Inc | +0.1% | -7.74% | 減碼 |
| 31 | IBDZ | Isharesibondsdec2034tmcorp | +0.1% | +146.75% | 加碼 |
| 32 | IBDW | Ishares Ibonds Dec 2031 CORP | +0.1% | +40.18% | 加碼 |
| 33 | TJX | Tjx Companies Inc | +0.1% | +0.36% | 加碼 |
| 34 | MCD | Mcdonald's CORP | +0.1% | +2.24% | 加碼 |
| 35 | MAR | Marriott International -cl A | +0.1% | -1.81% | 減碼 |
| 36 | SHW | Sherwin-williams Co/the | +0.1% | +5.71% | 加碼 |
| 37 | RACE | Ferrari N.V. | 0% | +60.87% | 加碼 |
| 38 | PSX | Phillips 66 | 0% | -3.13% | 減碼 |
| 39 | MTSI | Macom Technology Solutions H | 0% | — | 不變 |
| 40 | LRCX | Lam Research CORP | 0% | +6.13% | 加碼 |
| 41 | IBDY | Ishares Ibonds Dec 2033 CORP | 0% | +45.86% | 加碼 |
| 42 | PM | Philip Morris International | 0% | +126.59% | 加碼 |
| 43 | TSM | Taiwan Semiconductor-sp Adr | 0% | +1.32% | 加碼 |
| 44 | IBDX | Ishares Ibonds Dec 2032 Tc | 0% | +32.48% | 加碼 |
| 45 | OKE | Oneok Inc | 0% | +1.05% | 加碼 |
| 46 | GLD | Spdr Gold Shares | 0% | -2.43% | 減碼 |
| 47 | PH | Parker Hannifin CORP | 0% | -1.04% | 減碼 |
| 48 | VRT | Vertiv Holdings Co-a | 0% | -0.04% | 減碼 |
| 49 | IEFA | Ishares Core Msci Eafe ETF | 0% | +5.89% | 加碼 |
| 50 | GLDM | Spdr Gold Minishares Trust | 0% | -2.04% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Segment Wealth Management, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$19.3億，共申報了 308 個公開持股部位。
在 Q1 2026 季度，Segment Wealth Management, LLC 按市值排列的前三大核心持股分別為：VTI (6.0%)、BRK-B (4.6%)、GEV (3.1%)。其中最大持股部位 VTI 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
RIO
市值: US$1160.4萬
本季最大獲利了結 / 清倉標的
ACN
前期市值: US$1253.4萬
在 Q1 2026 季度中，Segment Wealth Management, LLC 共進行了 194 項持倉異動，包含新建倉 30 個部位、加碼 67 個部位、減碼 60 個部位以及清倉 37 個部位。 其中最大新建倉標的為 RIO。 本季清倉部位包含 ACN。
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。