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: 0002012614
申報總市值
US$9.0億
US$9.0億
180 檔
14.6%
截至 Q1 2026 季度末，Sierra Summit Advisors LLC 的美股持倉估值約為 US$9.0億，全數申報部位共有 180 檔。
觀察 Q1 2026 的申報異動，Sierra Summit Advisors LLC 採取了強勁的買進策略，建倉與加碼動作（合計 129 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 NVDA, AAPL, GOOGL）占據了總市值的 14.6%，展現出該機構在 Q1 2026 的重點資金聚焦與風險分佈特徵。
| # | 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 | NVDA | Nvidia CORP | 股票-科技 | 5.79% | -0.66% | +1.92% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.11% | -0.66% | +13.74% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.59% | -0.12% | +4.09% | |
| 4 | TSLA | Tesla Inc | 股票-循環性消費 | 2.87% | -0.32% | +8.76% | |
| 5 | LITE | Lumentum Holdings Inc | 股票-科技 | 2.61% | -0.53% | — | |
| 6 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.58% | +0.09% | +24.06% | |
| 7 | C | Citigroup Inc | 股票-金融 | 2.45% | -0.12% | -16.92% | |
| 8 | VRT | Vertiv Holdings Co-a | 股票-工業 | 2.40% | -0.08% | -28.25% | |
| 9 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.40% | -0.21% | +21.87% | |
| 10 | GEV | GE Vernova Inc | 股票-工業 | 2.32% | +0.17% | -43.40% | |
| 11 | CVX | Chevron CORP | 股票-能源 | 2.32% | -1.46% | +3344.57% | |
| 12 | RKT | Rocket Cos Inc-class A | 股票-金融 | 1.98% | -1.98% | EXIT | |
| 13 | HOOD | Robinhood Markets Inc - A | 股票-金融 | 1.97% | +0.80% | +39.57% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.91% | -0.22% | +14.41% | |
| 15 | DE | Deere & Co | 股票-工業 | 1.90% | -1.76% | — | |
| 16 | UAL | United Airlines Holdings Inc | 股票-工業 | 1.89% | -1.89% | EXIT | |
| 17 | EME | Emcor Group Inc | 股票-工業 | 1.75% | -1.74% | EXIT | |
| 18 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.72% | -1.72% | EXIT | |
| 19 | STLD | Steel Dynamics Inc | 股票-原物料 | 1.72% | -0.04% | +5.71% | |
| 20 | SHOP | Shopify Inc - Class A | 股票-科技 | 1.67% | +0.25% | +4.04% | |
| 21 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 1.65% | -1.07% | +1.00% | |
| 22 | LRCX | Lam Research CORP | 股票-科技 | 1.61% | +0.96% | -30.00% | |
| 23 | ALAB | Astera Labs Inc | 股票-科技 | 1.60% | +3.40% | +4.85% | |
| 24 | PWR | Quanta Services Inc | 股票-工業 | 1.53% | +0.12% | -31.50% | |
| 25 | ANET | Arista Networks Inc | 股票-科技 | 1.52% | +0.17% | +8.64% | |
| 26 | APP | Applovin Corp-class A | 股票-科技 | 1.51% | -0.08% | +41.52% | |
| 27 | TER | Teradyne Inc | 股票-科技 | 1.48% | +0.45% | — | |
| 28 | RDDT | Reddit Inc-cl A | 股票-通訊服務 | 1.48% | +0.27% | +92.87% | |
| 29 | MU | Micron Technology Inc | 股票-科技 | 1.47% | +2.47% | +1246.27% | |
| 30 | ALNY | Alnylam Pharmaceuticals Inc | 股票-醫療保健 | 1.46% | -0.06% | — | |
| 31 | FCX | Freeport-mcmoran Inc | 股票-原物料 | 1.39% | -0.19% | — | |
| 32 | EQT | Eqt CORP | 股票-能源 | 1.39% | -1.39% | EXIT | |
| 33 | MRVL | Marvell Technology Inc | 股票-科技 | 1.37% | +1.85% | — | |
| 34 | CEG | Constellation Energy | 股票-公用事業 | 1.35% | -1.35% | EXIT | |
| 35 | CME | Cme Group Inc | 股票-金融 | 1.28% | -1.17% | +460.98% | |
| 36 | BA | Boeing Co/the | 股票-工業 | 1.05% | -0.11% | — | |
| 37 | SNPS | Synopsys Inc | 股票-科技 | 1.02% | +0.50% | — | |
| 38 | WFC | Wells Fargo & Co | 股票-金融 | 0.74% | -0.44% | +1144.35% | |
| 39 | IXC | Ishares Global Energy ETF | ETF-其他 | 0.59% | -0.20% | +4.59% | |
| 40 | CAT | Caterpillar Inc | 股票-工業 | 0.57% | +0.10% | +89.51% | |
| 41 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.56% | -0.07% | +11.53% | |
| 42 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.55% | -0.08% | +19.55% | |
| 43 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.55% | -0.11% | +8.22% | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.50% | -0.38% | — | |
| 45 | CSCO | Cisco Systems Inc | 股票-科技 | 0.45% | — | +7.77% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.44% | -0.02% | +2.02% | |
| 47 | CMI | Cummins Inc | 股票-工業 | 0.43% | +0.02% | -19.40% | |
| 48 | AVGO | Broadcom Inc | 股票-科技 | 0.43% | -0.05% | -4.98% | |
| 49 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.38% | -0.07% | +7.17% | |
| 50 | IBM | Intl Business Machines CORP | 股票-科技 | 0.37% | -0.03% | -8.46% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CVX | Chevron CORP | +2.3% | +3344.57% | 加碼 |
| 2 | MU | Micron Technology Inc | +1.4% | +1246.27% | 加碼 |
| 3 | CME | Cme Group Inc | +1.1% | +460.98% | 加碼 |
| 4 | WFC | Wells Fargo & Co | +0.7% | +1144.35% | 加碼 |
| 5 | CEG | Constellation Energy | +0.4% | +89.90% | 加碼 |
| 6 | EME | Emcor Group Inc | +0.3% | +7.30% | 加碼 |
| 7 | CAT | Caterpillar Inc | +0.3% | +89.51% | 加碼 |
| 8 | NEE | Nextera Energy Inc | +0.2% | +141.20% | 加碼 |
| 9 | IXC | Ishares Global Energy ETF | +0.2% | +4.59% | 加碼 |
| 10 | PEP | Pepsico Inc | +0.2% | +282.20% | 加碼 |
| 11 | VRT | Vertiv Holdings Co-a | +0.1% | -28.25% | 減碼 |
| 12 | AMZN | Amazon.com Inc | +0.1% | +21.87% | 加碼 |
| 13 | STLD | Steel Dynamics Inc | +0.1% | +5.71% | 加碼 |
| 14 | RDDT | Reddit Inc-cl A | +0.1% | +92.87% | 加碼 |
| 15 | JNJ | Johnson & Johnson | +0.1% | +8.22% | 加碼 |
| 16 | WMT | Walmart Inc | +0.1% | +98.38% | 加碼 |
| 17 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +186.81% | 加碼 |
| 18 | ADM | Archer-daniels-midland Co | +0.1% | +4.71% | 加碼 |
| 19 | MCD | Mcdonald's CORP | +0.1% | +62.58% | 加碼 |
| 20 | MRK | Merck & Co. Inc. | +0.1% | +7.17% | 加碼 |
| 21 | XLRE | Ss Real Estate Select Sector | +0.1% | +53.08% | 加碼 |
| 22 | WMB | Williams Cos Inc | +0.1% | +1.66% | 加碼 |
| 23 | CMCSA | Comcast Corp-class A | +0.1% | +49.38% | 加碼 |
| 24 | ECG | Everus Construction Group | +0.1% | +2.56% | 加碼 |
| 25 | NTRS | Northern Trust CORP | 0% | +32.85% | 加碼 |
| 26 | LMT | Lockheed Martin CORP | 0% | +3.91% | 加碼 |
| 27 | CRDO | Credo Technology Group Holding Ltd | 0% | +160.30% | 加碼 |
| 28 | STRL | Sterling Infrastructure Inc | 0% | +1.63% | 加碼 |
| 29 | JNJ | Johnson & Johnson | 0% | +6.29% | 加碼 |
| 30 | ADI | Analog Devices Inc | 0% | +3.83% | 加碼 |
| 31 | TIGO | Millicom International Cellular S.A. | 0% | -3.83% | 減碼 |
| 32 | KR | Kroger Co | 0% | +3.97% | 加碼 |
| 33 | RPRX | Royalty Pharma plc | 0% | +4.57% | 加碼 |
| 34 | AAPL | Apple Inc | 0% | +13.74% | 加碼 |
| 35 | LLY | Eli Lilly & Co | 0% | +24.06% | 加碼 |
| 36 | BMY | Bristol-myers Squibb Co | 0% | +5.05% | 加碼 |
| 37 | TSN | Tyson Foods Inc-cl A | 0% | +4.51% | 加碼 |
| 38 | RTX | Rtx CORP | 0% | +13.18% | 加碼 |
| 39 | SMMD | Ishares Russell 2500 ETF | 0% | +23.50% | 加碼 |
| 40 | EVRG | Evergy Inc | 0% | +5.68% | 加碼 |
| 41 | AEP | American Electric Power | 0% | +6.18% | 加碼 |
| 42 | PTCT | Ptc Therapeutics Inc | 0% | +43.55% | 加碼 |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +29.54% | 加碼 |
| 44 | ZIM | ZIM Integrated Shipping Services Ltd. | 0% | +0.87% | 加碼 |
| 45 | JPM | Jpmorgan Chase & Co | 0% | +19.55% | 加碼 |
| 46 | CSCO | Cisco Systems Inc | 0% | +7.77% | 加碼 |
| 47 | CB | Chubb Limited | 0% | +4.61% | 加碼 |
| 48 | DRI | Darden Restaurants Inc | 0% | +5.78% | 加碼 |
| 49 | WEC | Wec Energy Group Inc | 0% | +6.28% | 加碼 |
| 50 | NUE | Nucor CORP | 0% | +4.76% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Sierra Summit Advisors LLC 在 Q1 2026 季度的美股持倉總市值約為 US$9.0億，共申報了 180 個公開持股部位。
在 Q1 2026 季度，Sierra Summit Advisors LLC 按市值排列的前三大核心持股分別為：NVDA (5.8%)、AAPL (4.1%)、GOOGL (3.6%)。其中最大持股部位 NVDA 佔據整體投資組合約 5.8% 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
LITE
市值: US$1795.3萬
本季最大獲利了結 / 清倉標的
SNOW
前期市值: US$1216.9萬
在 Q1 2026 季度中，Sierra Summit Advisors LLC 共進行了 198 項持倉異動，包含新建倉 57 個部位、加碼 72 個部位、減碼 21 個部位以及清倉 48 個部位。 其中最大新建倉標的為 LITE。 本季清倉部位包含 SNOW。
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。