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: 0001760540
申報總市值
US$16.5億
US$16.5億
386 檔
27.3%
Strategic Investment Advisors / MI 在 Q1 2026 季度的美股部位總計估值為 US$16.5億，分散於 386 個持倉標的之中，反映其市場參與廣度與投資規模。
Q1 2026 數據顯示 Strategic Investment Advisors / MI 積極進場，新開立 61 個部位並同步加碼 122 檔個股，反映機構在該季度的資金注入與籌碼積累。
在資產配置集中度方面，Strategic Investment Advisors / MI 的前 5 大核心持股（包含 VOO, MGK, IEFA 等）合計佔整體申報市值的 27.3%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 386 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 11.05% | +1.97% | +17.38% | |
| 2 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 5.97% | +0.38% | +27.44% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 5.07% | +0.51% | +12.20% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 4.58% | -0.12% | +2.05% | |
| 5 | VUG | Vanguard Growth ETF | ETF-其他 | 4.52% | +0.15% | +20.32% | |
| 6 | MGV | Vanguard Mega Cap Value ETF | ETF-其他 | 4.35% | +0.03% | +30.89% | |
| 7 | VTV | Vanguard Value ETF | ETF-其他 | 3.49% | -0.09% | +9.37% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 2.54% | +0.54% | +14.09% | |
| 9 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 2.51% | -0.48% | +35.73% | |
| 10 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.83% | +0.45% | +82.03% | |
| 11 | AAPL | Apple Inc | 股票-科技 | 1.77% | -0.05% | +36.04% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.69% | -0.06% | +6.89% | |
| 13 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.68% | -0.19% | +80.27% | |
| 14 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 1.65% | -0.28% | +22.25% | |
| 15 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.58% | — | +19.46% | |
| 16 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.57% | -0.27% | +21.14% | |
| 17 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.53% | -0.07% | +23.98% | |
| 18 | USIG | Ishares Broad Usd Investment | ETF-其他 | 1.51% | -0.16% | +82.48% | |
| 19 | VXF | Vanguard Extended Market ETF | ETF-其他 | 1.45% | +0.31% | +12.99% | |
| 20 | NVDA | Nvidia CORP | 股票-科技 | 1.44% | -0.03% | +29.02% | |
| 21 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.37% | +0.08% | +5.10% | |
| 22 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 1.30% | -0.15% | +72.22% | |
| 23 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 1.06% | +0.07% | +25.38% | |
| 24 | MSFT | Microsoft CORP | 股票-科技 | 1.06% | -0.16% | +27.02% | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.05% | +0.05% | +23.31% | |
| 26 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.88% | +0.02% | +171.59% | |
| 27 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.87% | -0.11% | +38.77% | |
| 28 | TIP | Ishares Tips Bond ETF | ETF-其他 | 0.84% | -0.13% | +4.17% | |
| 29 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.82% | -0.82% | EXIT | |
| 30 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 0.78% | +0.06% | +34.15% | |
| 31 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-其他 | 0.67% | -0.06% | +8.49% | |
| 32 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.66% | -0.10% | +9.59% | |
| 33 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.66% | -0.13% | +11.39% | |
| 34 | AVGO | Broadcom Inc | 股票-科技 | 0.64% | +0.01% | +21.38% | |
| 35 | EWC | Ishares Msci Canada ETF | ETF-其他 | 0.61% | +0.05% | +14.52% | |
| 36 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.58% | -0.10% | +31.31% | |
| 37 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.51% | +0.02% | +21.73% | |
| 38 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.50% | +0.13% | -1.45% | |
| 39 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.48% | -0.08% | +79.73% | |
| 40 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.47% | +0.07% | -11.81% | |
| 41 | SPIB | Ss Spdr P Int C CORP ETF | ETF-其他 | 0.47% | -0.05% | +71.68% | |
| 42 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.45% | -0.02% | +18.89% | |
| 43 | T | At&t Inc | 股票-通訊服務 | 0.42% | -0.17% | +19.63% | |
| 44 | UTHR | United Therapeutics CORP | 股票-醫療保健 | 0.40% | -0.10% | +20.54% | |
| 45 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.37% | -0.05% | +15.87% | |
| 46 | NEM | Newmont CORP | 股票-原物料 | 0.37% | -0.11% | +19.07% | |
| 47 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.36% | — | -2.11% | |
| 48 | SYF | Synchrony Financial | 股票-金融 | 0.36% | -0.03% | +19.00% | |
| 49 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.35% | +0.03% | +13.95% | |
| 50 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.34% | -0.09% | +41.08% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SHY | Ishares 1-3 Year Treasury Bo | +0.6% | +82.03% | 加碼 |
| 2 | GOVT | Ishares US Treasury Bond ETF | +0.5% | +80.27% | 加碼 |
| 3 | USIG | Ishares Broad Usd Investment | +0.5% | +82.48% | 加碼 |
| 4 | SPTM | Ss Spdr P S&p 1500 Comp ETF | +0.5% | +171.59% | 加碼 |
| 5 | VMBS | Vanguard Mortgage-backed Sec | +0.4% | +72.22% | 加碼 |
| 6 | MGV | Vanguard Mega Cap Value ETF | +0.3% | +30.89% | 加碼 |
| 7 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.2% | +35.73% | 加碼 |
| 8 | BSV | Vanguard Short-term Bond ETF | +0.1% | +79.73% | 加碼 |
| 9 | SPIB | Ss Spdr P Int C CORP ETF | +0.1% | +71.68% | 加碼 |
| 10 | CVX | Chevron CORP | +0.1% | +380.57% | 加碼 |
| 11 | AMT | American Tower CORP | +0.1% | +317.11% | 加碼 |
| 12 | MU | Micron Technology Inc | +0.1% | +430.35% | 加碼 |
| 13 | VZ | Verizon Communications Inc | +0.1% | +41.08% | 加碼 |
| 14 | PM | Philip Morris International | +0.1% | +329.61% | 加碼 |
| 15 | LRCX | Lam Research CORP | +0.1% | +102.20% | 加碼 |
| 16 | BTI | British American Tob-sp Adr | +0.1% | +244.14% | 加碼 |
| 17 | BNDX | Vanguard Total Intl Bond ETF | +0.1% | +38.77% | 加碼 |
| 18 | ABBV | Abbvie Inc | +0.1% | +106.83% | 加碼 |
| 19 | FANG | Diamondback Energy Inc | +0.1% | +68.96% | 加碼 |
| 20 | VTIP | Vanguard Short-term Tips | +0.1% | +148.26% | 加碼 |
| 21 | UTHR | United Therapeutics CORP | +0.1% | +20.54% | 加碼 |
| 22 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | +0.1% | +68.45% | 加碼 |
| 23 | BLV | Vanguard Long-term Bond ETF | +0.1% | +74.42% | 加碼 |
| 24 | BIV | Vanguard Intermediate-term B | +0.1% | +73.33% | 加碼 |
| 25 | IVV | Ishares Core S&p 500 ETF | +0.1% | +73.63% | 加碼 |
| 26 | CSCO | Cisco Systems Inc | +0.1% | +141.70% | 加碼 |
| 27 | XOM | Exxon Mobil CORP | +0.1% | +81.49% | 加碼 |
| 28 | PPL | Ppl CORP | +0.1% | +256.51% | 加碼 |
| 29 | DUK | Duke Energy CORP | +0.1% | +390.45% | 加碼 |
| 30 | PHM | Pultegroup Inc | +0.1% | +182.38% | 加碼 |
| 31 | VBK | Vanguard Small-cap Grwth ETF | +0.1% | +34.15% | 加碼 |
| 32 | PG | Procter & Gamble Co/the | +0.1% | +52.53% | 加碼 |
| 33 | ORCL | Oracle CORP | +0.1% | +210.05% | 加碼 |
| 34 | LIN | Linde plc | +0.1% | +101.41% | 加碼 |
| 35 | SLB | Slb LTD | +0.1% | +108.27% | 加碼 |
| 36 | VOE | Vanguard Mid-cap Value ETF | 0% | +23.98% | 加碼 |
| 37 | T | At&t Inc | 0% | +19.63% | 加碼 |
| 38 | AMGN | Amgen Inc | 0% | +50.00% | 加碼 |
| 39 | IAGG | Ishares Intl Aggregate Bond | 0% | +135.06% | 加碼 |
| 40 | VRT | Vertiv Holdings Co-a | 0% | +66.88% | 加碼 |
| 41 | RTX | Rtx CORP | 0% | +143.30% | 加碼 |
| 42 | IQV | Iqvia Holdings Inc | 0% | +160.04% | 加碼 |
| 43 | AAPL | Apple Inc | 0% | +36.04% | 加碼 |
| 44 | JNK | Ss Spdr Bb High Yield Bond | 0% | +115.74% | 加碼 |
| 45 | BNY | Bank Of New York Mellon CORP | 0% | +87.20% | 加碼 |
| 46 | DAL | Delta Air Lines Inc | 0% | +113.03% | 加碼 |
| 47 | SPBO | Ss Spdr P CORP Bond ETF | 0% | +60.93% | 加碼 |
| 48 | ALL | Allstate CORP | 0% | +110.04% | 加碼 |
| 49 | WDC | Western Digital CORP | 0% | +73.55% | 加碼 |
| 50 | HD | Home Depot Inc | 0% | +181.38% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Strategic Investment Advisors / MI 在 Q1 2026 季度的美股持倉總市值約為 US$16.5億，共申報了 386 個公開持股部位。
在 Q1 2026 季度，Strategic Investment Advisors / MI 按市值排列的前三大核心持股分別為：VOO (11.1%)、MGK (6.0%)、IEFA (5.1%)。其中最大持股部位 VOO 佔據整體投資組合約 11.1% 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
COHR
市值: US$382.1萬
本季最大獲利了結 / 清倉標的
VST
前期市值: US$160.2萬
在 Q1 2026 季度中，Strategic Investment Advisors / MI 共進行了 200 項持倉異動，包含新建倉 61 個部位、加碼 122 個部位、減碼 10 個部位以及清倉 7 個部位。 其中最大新建倉標的為 COHR。 本季清倉部位包含 VST。
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。