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: 0001723397
申報總市值
US$195.9億
US$195.9億
4416 檔
13.3%
截至 Q1 2026 季度末，Steward Partners Investment Advisory, LLC 的美股持倉估值約為 US$195.9億，全數申報部位共有 4416 檔。
在 Q1 2026，Steward Partners Investment Advisory, LLC 操作展現出積極擴展與加碼意向。本季共新建倉 10 個新部位，並對 144 個既有持股進行加碼（合計增持 154 檔），相較減碼與清倉部位顯著佔優。
整體而言，Steward Partners Investment Advisory, LLC 的前 5 大持股（包含 NVDA, AAPL, IVV）貢獻了組合市值的 13.3%，形成該機構在 Q1 2026 季度的基本面基石。
本季最大新建倉標的
LNGX
市值: US$1437.5萬
本季最大獲利了結 / 清倉標的
AZNN
前期市值: US$506.3萬
僅顯示前 200 大持股（共 4416 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 | NVDA | Nvidia CORP | 股票-科技 | 3.38% | -0.27% | +28.32% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.18% | +0.18% | +10.28% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.34% | -0.24% | +12.90% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.30% | -0.21% | +10.13% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.13% | -0.22% | +12.70% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.02% | -0.12% | +18.24% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.96% | -0.86% | +3.29% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.90% | -0.62% | -5.79% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.60% | -1.07% | +37.27% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.50% | -0.07% | +7.19% | |
| 11 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.37% | -0.69% | +5.82% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.36% | +0.31% | -8.46% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.34% | -0.60% | +2.12% | |
| 14 | AVGO | Broadcom Inc | 股票-科技 | 1.15% | +0.42% | +30.59% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.10% | +0.15% | -6.21% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.05% | -0.50% | -0.89% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.02% | -0.33% | +1.00% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.00% | +0.28% | +6.96% | |
| 19 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.87% | +0.10% | +11.60% | |
| 20 | V | Visa Inc-class A Shares | 股票-金融 | 0.82% | -0.17% | +16.54% | |
| 21 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.82% | -0.39% | +15.72% | |
| 22 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.79% | -0.23% | +1.59% | |
| 23 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.78% | -0.18% | +15.75% | |
| 24 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.71% | -0.08% | +3.11% | |
| 25 | WMT | Walmart Inc | 股票-非循環性消費 | 0.70% | -0.05% | +16.56% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.70% | -0.14% | +4.71% | |
| 27 | CVX | Chevron CORP | 股票-能源 | 0.55% | -0.28% | +4.57% | |
| 28 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.54% | +0.06% | +4.50% | |
| 29 | PJAN | Innovator U.s. Equity Power | ETF-其他 | 0.53% | -0.50% | +39.75% | |
| 30 | SYK | Stryker CORP | 股票-醫療保健 | 0.53% | -0.36% | +30.02% | |
| 31 | VUG | Vanguard Growth ETF | ETF-其他 | 0.52% | +0.11% | +3.06% | |
| 32 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 0.51% | +0.05% | +5.95% | |
| 33 | XOM | Exxon Mobil CORP | 股票-能源 | 0.50% | -0.12% | +6.65% | |
| 34 | IGM | Ishares Expanded Tech Sector | ETF-科技型 | 0.49% | -0.12% | +3.46% | |
| 35 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.48% | +0.13% | +7.86% | |
| 36 | XLE | Ss Energy Select Sector | ETF-其他 | 0.48% | -0.29% | +34.43% | |
| 37 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.45% | -0.28% | -27.14% | |
| 38 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.45% | -0.23% | +17.01% | |
| 39 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.43% | +0.28% | +16.57% | |
| 40 | HD | Home Depot Inc | 股票-循環性消費 | 0.43% | — | +14.88% | |
| 41 | VTV | Vanguard Value ETF | ETF-其他 | 0.43% | +0.05% | +3.00% | |
| 42 | FLQL | Franklin U.s. Large Cap Mult | ETF-大型股與成長 | 0.42% | +0.06% | +5.32% | |
| 43 | UBER | Uber Technologies Inc | 股票-工業 | 0.42% | -0.25% | +5.79% | |
| 44 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.42% | +0.06% | +74.46% | |
| 45 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.41% | +0.06% | +22.84% | |
| 46 | TSLA | Tesla Inc | 股票-循環性消費 | 0.41% | -0.10% | +12.69% | |
| 47 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.39% | +0.03% | +7.59% | |
| 48 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.38% | -0.16% | +2.36% | |
| 49 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.37% | -0.15% | +74.71% | |
| 50 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.37% | -0.16% | -3.45% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | IEMG | Ishares Core Msci Emerging | +0.4% | +37.27% | 加碼 |
| 2 | NVDA | Nvidia CORP | +0.4% | +28.32% | 加碼 |
| 3 | XLE | Ss Energy Select Sector | +0.2% | +34.43% | 加碼 |
| 4 | IXUS | Ishares Core Intl Stock ETF | +0.2% | +838.77% | 加碼 |
| 5 | JNJ | Johnson & Johnson | +0.2% | +15.75% | 加碼 |
| 6 | COST | Costco Wholesale CORP | +0.2% | +15.72% | 加碼 |
| 7 | RSP | Invesco S&p 500 Equal Weight | +0.2% | +74.46% | 加碼 |
| 8 | XOM | Exxon Mobil CORP | +0.1% | +6.65% | 加碼 |
| 9 | CVX | Chevron CORP | +0.1% | +4.57% | 加碼 |
| 10 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | +74.71% | 加碼 |
| 11 | WMT | Walmart Inc | +0.1% | +16.56% | 加碼 |
| 12 | MPC | Marathon Petroleum CORP | +0.1% | +32.07% | 加碼 |
| 13 | PJAN | Innovator U.s. Equity Power | +0.1% | +39.75% | 加碼 |
| 14 | APA | Apa CORP | +0.1% | +3126.08% | 加碼 |
| 15 | GEV | GE Vernova Inc | +0.1% | +15.55% | 加碼 |
| 16 | ETN | Eaton Corporation plc | +0.1% | +41.17% | 加碼 |
| 17 | SNDK | Sandisk CORP | +0.1% | +2530.11% | 加碼 |
| 18 | GLD | Spdr Gold Shares | +0.1% | +5.82% | 加碼 |
| 19 | AVGO | Broadcom Inc | +0.1% | +30.59% | 加碼 |
| 20 | TAFM | AB Tax Aware Inter Muni | +0.1% | +69607.70% | 加碼 |
| 21 | EOG | Eog Resources Inc | +0.1% | +440.09% | 加碼 |
| 22 | NEE | Nextera Energy Inc | +0.1% | +33.00% | 加碼 |
| 23 | WIX | Wix.com Ltd. | +0.1% | +62117.44% | 加碼 |
| 24 | SM | Sm Energy Co | +0.1% | +227428.86% | 加碼 |
| 25 | DBMF | Imgp Dbi Managed Futures Str | +0.1% | +2404.20% | 加碼 |
| 26 | SYK | Stryker CORP | +0.1% | +30.02% | 加碼 |
| 27 | VZ | Verizon Communications Inc | +0.1% | +2.36% | 加碼 |
| 28 | XAR | Ss Spdr S&p Aerospace Def | +0.1% | +1426.48% | 加碼 |
| 29 | IWD | Ishares Russell 1000 Value E | +0.1% | +22.84% | 加碼 |
| 30 | MSI | Motorola Solutions Inc | +0.1% | +31.88% | 加碼 |
| 31 | ADI | Analog Devices Inc | +0.1% | +16.38% | 加碼 |
| 32 | PSX | Phillips 66 | +0.1% | +28.02% | 加碼 |
| 33 | NRG | Nrg Energy Inc | +0.1% | +130.93% | 加碼 |
| 34 | TBIL | F/m US Treasury 3 Month Bill | +0.1% | +67.25% | 加碼 |
| 35 | VRT | Vertiv Holdings Co-a | +0.1% | +0.55% | 加碼 |
| 36 | WMB | Williams Cos Inc | +0.1% | +85.17% | 加碼 |
| 37 | AAOI | Applied Optoelectronics Inc | +0.1% | -25.77% | 減碼 |
| 38 | UITB | Victoryshares Core Intermedi | +0.1% | +107356.50% | 加碼 |
| 39 | HTRB | Hartford Ttl Rtrn Bnd ETF | +0.1% | +14090.54% | 加碼 |
| 40 | RDVI | Ft Vest Rising Dividend Achi | +0.1% | +303.33% | 加碼 |
| 41 | SPYI | Neos S&p 500 High Income ETF | +0.1% | +8508.80% | 加碼 |
| 42 | PWR | Quanta Services Inc | +0.1% | +65.15% | 加碼 |
| 43 | FCG | First Trust Natural Gas ETF | +0.1% | +807.52% | 加碼 |
| 44 | MCD | Mcdonald's CORP | 0% | +17.01% | 加碼 |
| 45 | TT | Trane Technologies plc | 0% | +30.58% | 加碼 |
| 46 | JNJ | Johnson & Johnson | 0% | +41.77% | 加碼 |
| 47 | CME | Cme Group Inc | 0% | +44.85% | 加碼 |
| 48 | PAVE | Global X US Infrastructure | 0% | +93.73% | 加碼 |
| 49 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | +95.81% | 加碼 |
| 50 | BILS | Ss Spdrb B 3-12m T-bill ETF | 0% | +132.02% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Steward Partners Investment Advisory, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$195.9億，共申報了 4416 個公開持股部位。
在 Q1 2026 季度，Steward Partners Investment Advisory, LLC 按市值排列的前三大核心持股分別為：NVDA (3.4%)、AAPL (3.2%)、IVV (2.3%)。其中最大持股部位 NVDA 佔據整體投資組合約 3.4% 的權重。
在 Q1 2026 季度中，Steward Partners Investment Advisory, LLC 共進行了 200 項持倉異動，包含新建倉 10 個部位、加碼 144 個部位、減碼 45 個部位以及清倉 1 個部位。 其中最大新建倉標的為 LNGX。 本季清倉部位包含 AZNN。
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。