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: 0001749283
申報總市值
US$1.5億
US$1.5億
75 檔
33.4%
在 Q2 2026 的 13F 官方備案中，Spartan Planning & Wealth Management 管理的美股投資組合規模來到 US$1.5億，整體持股檔數為 75 檔。
觀察 Q2 2026 的資金脈絡，Spartan Planning & Wealth Management 在獲利結算 14 檔個股的同時，將資本重新部署至 20 檔新選標的，展現主動管理機構的輪動節奏。
在資產配置集中度方面，Spartan Planning & Wealth Management 的前 5 大核心持股（包含 SPTM, NVDA, SPDW 等）合計佔整體申報市值的 33.4%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 10.04% | +5.54% | +18.52% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 6.47% | -0.51% | +67.31% | |
| 3 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 6.22% | +1.15% | +68.82% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 5.93% | -0.42% | +76.31% | |
| 5 | HEGD | Swan Hedged Equity US Lg Cap | ETF-其他 | 5.48% | +0.02% | +4.64% | |
| 6 | USRT | Ishares Core US Reit ETF | ETF-其他 | 5.34% | -0.45% | +308.15% | |
| 7 | TFFI | Chesap Trend Follo Fi In ETF | ETF-其他 | 4.82% | +0.31% | +12.11% | |
| 8 | TFPN | Blueprint Chspk Ma Trend ETF | ETF-其他 | 4.25% | -0.45% | +9.25% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.74% | -1.64% | +69.16% | |
| 10 | TBLL | Invesco Short Term Treasury | ETF-政府公債 | 2.54% | -2.25% | -48.42% | |
| 11 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 2.53% | +0.05% | -72.24% | |
| 12 | OPER | Clearshares Ultra-short Matu | ETF-其他 | 2.49% | +0.02% | -34.30% | |
| 13 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 2.41% | -0.65% | -36.29% | |
| 14 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 2.31% | +0.15% | -60.56% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 2.31% | -0.28% | +53.38% | |
| 16 | GBIL | Goldman Sachs Access Treasur | ETF-避險與商品 | 2.19% | -2.19% | EXIT | |
| 17 | VTIP | Vanguard Short-term Tips | ETF-其他 | 2.16% | -0.03% | -55.97% | |
| 18 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.13% | -1.22% | +69.90% | |
| 19 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.91% | +0.38% | — | |
| 20 | AVGO | Broadcom Inc | 股票-科技 | 1.45% | -0.43% | +8.73% | |
| 21 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.19% | -0.15% | +63.02% | |
| 22 | MU | Micron Technology Inc | 股票-科技 | 1.10% | +0.03% | — | |
| 23 | AMD | Advanced Micro Devices | 股票-科技 | 1.05% | -0.04% | +45.47% | |
| 24 | INTC | Intel CORP | 股票-科技 | 0.96% | -0.54% | -1.94% | |
| 25 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.93% | -0.73% | +96.14% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.92% | +0.03% | +39.48% | |
| 27 | TSLA | Tesla Inc | 股票-循環性消費 | 0.91% | -0.91% | EXIT | |
| 28 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.88% | -0.16% | -6.43% | |
| 29 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.81% | +0.06% | +48.36% | |
| 30 | CAT | Caterpillar Inc | 股票-工業 | 0.79% | -0.57% | -6.12% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.73% | -0.11% | +21.59% | |
| 32 | AMAT | Applied Materials Inc | 股票-科技 | 0.72% | -0.48% | — | |
| 33 | LRCX | Lam Research CORP | 股票-科技 | 0.69% | -0.22% | — | |
| 34 | CSCO | Cisco Systems Inc | 股票-科技 | 0.63% | -0.21% | -8.15% | |
| 35 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.49% | -0.07% | -8.43% | |
| 36 | XOM | Exxon Mobil CORP | 股票-能源 | 0.48% | -0.48% | EXIT | |
| 37 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.46% | -0.15% | — | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.45% | +0.52% | — | |
| 39 | WMT | Walmart Inc | 股票-非循環性消費 | 0.44% | -0.44% | EXIT | |
| 40 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.44% | +0.07% | +9.54% | |
| 41 | BAC | Bank Of America CORP | 股票-金融 | 0.44% | -0.08% | — | |
| 42 | PM | Philip Morris International | 股票-非循環性消費 | 0.43% | -0.09% | +74.94% | |
| 43 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.42% | -0.06% | -12.29% | |
| 44 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.40% | -0.14% | +78.96% | |
| 45 | GEV | GE Vernova Inc | 股票-工業 | 0.37% | -0.23% | — | |
| 46 | V | Visa Inc-class A Shares | 股票-金融 | 0.37% | +0.24% | — | |
| 47 | GE | General Electric | 股票-工業 | 0.37% | -0.03% | +12.94% | |
| 48 | TXN | Texas Instruments Inc | 股票-科技 | 0.34% | -0.15% | +46.31% | |
| 49 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.34% | -0.34% | EXIT | |
| 50 | LIN | Linde plc | 股票-原物料 | 0.32% | -0.32% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | USRT | Ishares Core US Reit ETF | +4.1% | +308.15% | 加碼 |
| 2 | NVDA | Nvidia CORP | +2.7% | +67.31% | 加碼 |
| 3 | AAPL | Apple Inc | +2.7% | +76.31% | 加碼 |
| 4 | SPDW | Ste Str Spdr Pt Dw EU ETF | +2.5% | +68.82% | 加碼 |
| 5 | AMZN | Amazon.com Inc | +1.9% | NEW | 新建倉 |
| 6 | SPTM | Ss Spdr P S&p 1500 Comp ETF | +1.8% | +18.52% | 加碼 |
| 7 | GOOGL | Alphabet Inc-cl A | +1.3% | +69.16% | 加碼 |
| 8 | MU | Micron Technology Inc | +1.1% | NEW | 新建倉 |
| 9 | GOOG | Alphabet Inc-cl C | +1% | +69.90% | 加碼 |
| 10 | IEMG | Ishares Core Msci Emerging | +0.9% | +53.38% | 加碼 |
| 11 | AMD | Advanced Micro Devices | +0.8% | +45.47% | 加碼 |
| 12 | AMAT | Applied Materials Inc | +0.7% | NEW | 新建倉 |
| 13 | LRCX | Lam Research CORP | +0.7% | NEW | 新建倉 |
| 14 | INTC | Intel CORP | +0.6% | -1.94% | 減碼 |
| 15 | LLY | Eli Lilly & Co | +0.6% | +63.02% | 加碼 |
| 16 | UNH | Unitedhealth Group Inc | +0.5% | NEW | 新建倉 |
| 17 | SPEM | State Street Sp Ptf Em ETF | +0.5% | +96.14% | 加碼 |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | +0.5% | NEW | 新建倉 |
| 19 | BAC | Bank Of America CORP | +0.4% | NEW | 新建倉 |
| 20 | TFPN | Blueprint Chspk Ma Trend ETF | +0.4% | +9.25% | 加碼 |
| 21 | XLK | Ss Technology Select Sector | +0.4% | +48.36% | 加碼 |
| 22 | GEV | GE Vernova Inc | +0.4% | NEW | 新建倉 |
| 23 | V | Visa Inc-class A Shares | +0.4% | NEW | 新建倉 |
| 24 | QCOM | Qualcomm Inc | +0.3% | NEW | 新建倉 |
| 25 | SSO | Proshares Ultra S&p500 | +0.3% | NEW | 新建倉 |
| 26 | SPMD | Ss Spdr P S&p 400 Midcap ETF | +0.3% | NEW | 新建倉 |
| 27 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.3% | NEW | 新建倉 |
| 28 | JPM | Jpmorgan Chase & Co | +0.3% | +39.48% | 加碼 |
| 29 | HD | Home Depot Inc | +0.3% | NEW | 新建倉 |
| 30 | AVGO | Broadcom Inc | +0.2% | +8.73% | 加碼 |
| 31 | XLF | Ss Financial Select Sector | +0.2% | NEW | 新建倉 |
| 32 | UNP | Union Pacific CORP | +0.2% | NEW | 新建倉 |
| 33 | GS | Goldman Sachs Group Inc | +0.2% | +78.96% | 加碼 |
| 34 | PM | Philip Morris International | +0.2% | +74.94% | 加碼 |
| 35 | ✓ | +0.2% | NEW | 新建倉 | |
| 36 | CAT | Caterpillar Inc | +0.2% | -6.12% | 減碼 |
| 37 | TXN | Texas Instruments Inc | +0.2% | +46.31% | 加碼 |
| 38 | PG | Procter & Gamble Co/the | +0.2% | NEW | 新建倉 |
| 39 | CVS | Cvs Health CORP | +0.2% | NEW | 新建倉 |
| 40 | IVV | Ishares Core S&p 500 ETF | +0.2% | +21.59% | 加碼 |
| 41 | MS | Morgan Stanley | +0.2% | +67.71% | 加碼 |
| 42 | XLV | Ss Health Care Select Sector | +0.2% | NEW | 新建倉 |
| 43 | CSCO | Cisco Systems Inc | +0.1% | -8.15% | 減碼 |
| 44 | HEGD | Swan Hedged Equity US Lg Cap | +0.1% | +4.64% | 加碼 |
| 45 | GE | General Electric | +0.1% | +12.94% | 加碼 |
| 46 | TFFI | Chesap Trend Follo Fi In ETF | +0.1% | +12.11% | 加碼 |
| 47 | TSLA | Tesla Inc | +0.1% | +3.81% | 加碼 |
| 48 | ABBV | Abbvie Inc | +0.1% | +9.54% | 加碼 |
| 49 | Q | Qnity Electronics Inc | +0.1% | — | 不變 |
| 50 | MO | Altria Group Inc | — | +0.15% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Spartan Planning & Wealth Management 在 Q2 2026 季度的美股持倉總市值約為 US$1.5億，共申報了 75 個公開持股部位。
在 Q2 2026 季度，Spartan Planning & Wealth Management 按市值排列的前三大核心持股分別為：SPTM (10.0%)、NVDA (6.5%)、SPDW (6.2%)。其中最大持股部位 SPTM 佔據整體投資組合約 10.0% 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
AMZN
市值: US$287.3萬
本季最大獲利了結 / 清倉標的
USFR
前期市值: US$55.0萬
在 Q2 2026 季度中，Spartan Planning & Wealth Management 共進行了 87 項持倉異動，包含新建倉 20 個部位、加碼 27 個部位、減碼 26 個部位以及清倉 14 個部位。 其中最大新建倉標的為 AMZN。 本季清倉部位包含 USFR。
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。