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: 0002006517
申報總市值
US$5.8億
US$5.8億
306 檔
24.3%
截至 Q2 2026 季度末，Southland Equity Partners LLC 的美股持倉估值約為 US$5.8億，全數申報部位共有 306 檔。
在 Q2 2026，Southland Equity Partners LLC 操作展現出積極擴展與加碼意向。本季共新建倉 39 個新部位，並對 84 個既有持股進行加碼（合計增持 123 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 AAPL, PMAR, FDL）占據了總市值的 24.3%，展現出該機構在 Q2 2026 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 306 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 | AAPL | Apple Inc | 股票-科技 | 6.12% | +0.82% | -0.05% | |
| 2 | PMAR | Innovator U.s. Equity Power | ETF-其他 | 5.64% | -0.05% | -1.17% | |
| 3 | FDL | First Trust Morn Dvd Lead In | ETF-其他 | 4.78% | +0.14% | +0.63% | |
| 4 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 4.36% | -0.48% | -1.01% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 3.92% | +0.03% | +2.40% | |
| 6 | QTEC | First Trust Nasdq 100 Tech I | ETF-科技型 | 3.55% | -0.11% | +0.29% | |
| 7 | PJAN | Innovator U.s. Equity Power | ETF-其他 | 3.23% | -0.03% | -2.89% | |
| 8 | SFLR | Innovator Eqty Mgd Floor ETF | ETF-其他 | 2.06% | -0.13% | -2.93% | |
| 9 | PMAY | Innovator U.s. Equity Power | ETF-其他 | 1.65% | +0.01% | -0.61% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.63% | -0.03% | -0.86% | |
| 11 | PAPR | Innovator U.s. Equity Power | ETF-其他 | 1.56% | — | -0.19% | |
| 12 | SDVY | First Trust Smid Cap Rising | ETF-其他 | 1.55% | -0.04% | +0.30% | |
| 13 | FDN | First Trust Dj Internet Ind | ETF-其他 | 1.46% | +0.11% | -0.07% | |
| 14 | FTCS | First Trust Capital Strength | ETF-其他 | 1.35% | -0.03% | +1.71% | |
| 15 | PJUL | Innovator U.s. Equity Power | ETF-其他 | 1.26% | -0.01% | -1.24% | |
| 16 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.24% | +0.03% | +3.51% | |
| 17 | PFEB | Innovator U.s. Equity Power | ETF-其他 | 1.20% | -0.03% | -1.62% | |
| 18 | TCAF | T Rowe Prc Cap Appreciation | ETF-其他 | 1.17% | +0.02% | -0.58% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.15% | -0.06% | -8.19% | |
| 20 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.06% | -0.04% | +1.15% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.04% | -0.01% | +8.38% | |
| 22 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.00% | +0.06% | +0.35% | |
| 23 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.95% | -0.16% | +3.00% | |
| 24 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.91% | +0.03% | +3.94% | |
| 25 | NVDA | Nvidia CORP | 股票-科技 | 0.84% | +0.11% | +2.38% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.83% | -0.01% | +1.07% | |
| 27 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.83% | -0.09% | -5.15% | |
| 28 | MSFT | Microsoft CORP | 股票-科技 | 0.80% | +0.29% | +2.58% | |
| 29 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.77% | -0.04% | -1.51% | |
| 30 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.76% | -0.04% | +0.34% | |
| 31 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.74% | +0.01% | +1.57% | |
| 32 | POCT | Innovator U.s. Equity Power | ETF-其他 | 0.72% | -0.02% | — | |
| 33 | INTC | Intel CORP | 股票-科技 | 0.69% | -0.09% | +0.81% | |
| 34 | PJUN | Innovator U.s. Equity Power | ETF-其他 | 0.67% | -0.02% | -1.75% | |
| 35 | PAUG | Innovator U.s. Equity Power | ETF-其他 | 0.66% | -0.02% | -3.04% | |
| 36 | BILZ | Pimco Ultra Shrt Govt Active | ETF-其他 | 0.66% | +0.17% | +8.20% | |
| 37 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型股與成長 | 0.64% | -0.03% | +2.60% | |
| 38 | DDFL | Invtr Eq D Di 15 B ETF - Jul | ETF-其他 | 0.63% | — | — | |
| 39 | QFLR | Innovator Nasdaq-100 Mf ETF | ETF-科技型 | 0.60% | — | +1.40% | |
| 40 | DDTL | Invtr Eq D Di 10 B ETF - Jul | ETF-其他 | 0.60% | +0.09% | — | |
| 41 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 0.58% | +0.22% | +30.22% | |
| 42 | XMMO | Invesco S&p Midcap Momentum | ETF-其他 | 0.57% | -0.08% | -0.46% | |
| 43 | O | Realty Income CORP | 股票-房地產 | 0.53% | -0.07% | -4.04% | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.52% | -0.28% | -16.10% | |
| 45 | TSLA | Tesla Inc | 股票-循環性消費 | 0.51% | -0.10% | +1.71% | |
| 46 | CVX | Chevron CORP | 股票-能源 | 0.51% | +0.10% | -0.77% | |
| 47 | TCAL | T Rowe Pre Cpt Apr Pr In ETF | ETF-其他 | 0.50% | — | +0.32% | |
| 48 | PDEC | Innovator U.s. Equity Power | ETF-其他 | 0.48% | — | -0.62% | |
| 49 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.47% | — | +0.65% | |
| 50 | BUFF | Innovator Laddered Allocatio | ETF-其他 | 0.46% | +0.01% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | QTEC | First Trust Nasdq 100 Tech I | +1% | +0.29% | 加碼 |
| 2 | INTC | Intel CORP | +0.5% | +0.81% | 加碼 |
| 3 | VOT | Vanguard Mid-cap Growth ETF | +0.3% | NEW | 新建倉 |
| 4 | VAW | Vanguard Materials ETF | +0.3% | NEW | 新建倉 |
| 5 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | -0.86% | 減碼 |
| 6 | SPMO | Invesco S&p 500 Momentum ETF | +0.2% | +2.60% | 加碼 |
| 7 | MTUM | Ishares Msci USA Momentum Fa | +0.2% | -5.15% | 減碼 |
| 8 | AAPL | Apple Inc | +0.1% | -0.05% | 減碼 |
| 9 | ✓ | +0.1% | NEW | 新建倉 | |
| 10 | TGS | Transportador Gas-adr Sp B | +0.1% | NEW | 新建倉 |
| 11 | SOXX | Ishares Semiconductor ETF | +0.1% | NEW | 新建倉 |
| 12 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.1% | +30.22% | 加碼 |
| 13 | VOO | Vanguard S&p 500 ETF | +0.1% | +8.38% | 加碼 |
| 14 | ✓ | +0.1% | NEW | 新建倉 | |
| 15 | ✓ | National Energy Services Reu | +0.1% | NEW | 新建倉 |
| 16 | AMAT | Applied Materials Inc | +0.1% | -2.05% | 減碼 |
| 17 | SII | Sprott Inc | +0.1% | NEW | 新建倉 |
| 18 | CGDV | Cap Group Dividend Value | +0.1% | +24.89% | 加碼 |
| 19 | BMA | Banco Macro Sa-adr | +0.1% | NEW | 新建倉 |
| 20 | ABBV | Abbvie Inc | +0.1% | +3.51% | 加碼 |
| 21 | AMD | Advanced Micro Devices | +0.1% | -3.54% | 減碼 |
| 22 | DIS | Walt Disney Co/the | +0.1% | NEW | 新建倉 |
| 23 | ✓ | +0.1% | NEW | 新建倉 | |
| 24 | XLV | Ss Health Care Select Sector | +0.1% | NEW | 新建倉 |
| 25 | XLI | Ss Industrial Select Sector | +0.1% | NEW | 新建倉 |
| 26 | GOOG | Alphabet Inc-cl C | +0.1% | -1.51% | 減碼 |
| 27 | RDVY | First Trust Rising Dividend | +0.1% | +1.57% | 加碼 |
| 28 | CAT | Caterpillar Inc | +0.1% | +3.09% | 加碼 |
| 29 | FFLC | Fidelity Fndmntl L/c Cor ETF | +0.1% | NEW | 新建倉 |
| 30 | GPIQ | Gs Nasdaq-100 Pr Inc Etf-usd | +0.1% | NEW | 新建倉 |
| 31 | CSCO | Cisco Systems Inc | +0.1% | +5.85% | 加碼 |
| 32 | GLW | Corning Inc | +0.1% | +4.75% | 加碼 |
| 33 | KLAC | Kla CORP | +0.1% | +903.72% | 加碼 |
| 34 | TXN | Texas Instruments Inc | +0.1% | NEW | 新建倉 |
| 35 | HEFA | Isha Curr Hedged Msci Eafe | +0.1% | NEW | 新建倉 |
| 36 | XLRE | Ss Real Estate Select Sector | +0.1% | NEW | 新建倉 |
| 37 | NVDA | Nvidia CORP | 0% | +2.38% | 加碼 |
| 38 | GOOGL | Alphabet Inc-cl A | 0% | +9.41% | 加碼 |
| 39 | VGT | Vanguard Info Tech ETF | 0% | +701.21% | 加碼 |
| 40 | FTHI | Fthi/first Trust Exchange-tr | 0% | +42.98% | 加碼 |
| 41 | LLY | Eli Lilly & Co | 0% | +13.61% | 加碼 |
| 42 | XLK | Ss Technology Select Sector | 0% | +14.69% | 加碼 |
| 43 | MRVL | Marvell Technology Inc | 0% | NEW | 新建倉 |
| 44 | MU | Micron Technology Inc | 0% | NEW | 新建倉 |
| 45 | SGOV | Ishares 0-3 Month Treasury B | 0% | NEW | 新建倉 |
| 46 | ADI | Analog Devices Inc | 0% | NEW | 新建倉 |
| 47 | ✓ | 0% | NEW | 新建倉 | |
| 48 | ASML | ASML Holding N.V. | 0% | NEW | 新建倉 |
| 49 | ✓ | 0% | NEW | 新建倉 | |
| 50 | BAI | Ishrs Ai In And Tech Act ETF | 0% | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Southland Equity Partners LLC 在 Q2 2026 季度的美股持倉總市值約為 US$5.8億，共申報了 306 個公開持股部位。
在 Q2 2026 季度，Southland Equity Partners LLC 按市值排列的前三大核心持股分別為：AAPL (6.1%)、PMAR (5.6%)、FDL (4.8%)。其中最大持股部位 AAPL 佔據整體投資組合約 6.1% 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
VOT
市值: US$172.6萬
本季最大獲利了結 / 清倉標的
EWZ
前期市值: US$120.4萬
在 Q2 2026 季度中，Southland Equity Partners LLC 共進行了 187 項持倉異動，包含新建倉 39 個部位、加碼 84 個部位、減碼 58 個部位以及清倉 6 個部位。 其中最大新建倉標的為 VOT。 本季清倉部位包含 EWZ。
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。