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: 0001889322
申報總市值
US$5.7億
US$5.7億
93 檔
21.0%
根據最新整理的 13F 季度數據集，Strong Tower Advisory Services 於 Q2 2026 結束時的管理資產規模為 US$5.7億。該機構在本季度申報了 93 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q2 2026，Strong Tower Advisory Services 操作展現出積極擴展與加碼意向。本季共新建倉 9 個新部位，並對 54 個既有持股進行加碼（合計增持 63 檔），相較減碼與清倉部位顯著佔優。
整體而言，Strong Tower Advisory Services 的前 5 大持股（包含 BINC, BLV, NVDA）貢獻了組合市值的 21.0%，形成該機構在 Q2 2026 季度的基本面基石。
| # | 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 | BINC | Ishares Flex I A Etf-usd Inc | ETF-其他 | 5.46% | -0.23% | +5.70% | |
| 2 | BLV | Vanguard Long-term Bond ETF | ETF-其他 | 4.58% | -0.43% | +8.79% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.34% | +0.11% | -5.22% | |
| 4 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 3.53% | +0.95% | +10.20% | |
| 5 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 3.45% | -0.17% | -0.96% | |
| 6 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 3.30% | -0.53% | -0.77% | |
| 7 | PWR | Quanta Services Inc | 股票-工業 | 3.27% | -0.47% | -3.58% | |
| 8 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 3.03% | -2.82% | -44.88% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.99% | -0.20% | -1.32% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 2.89% | +1.14% | +12.58% | |
| 11 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.58% | +0.02% | +0.91% | |
| 12 | TSLA | Tesla Inc | 股票-循環性消費 | 2.53% | -0.38% | -3.85% | |
| 13 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.34% | -0.17% | -0.57% | |
| 14 | FCX | Freeport-mcmoran Inc | 股票-原物料 | 2.33% | +0.18% | -1.15% | |
| 15 | MSTR | Strategy Inc | 股票-科技 | 2.21% | +1.81% | +5.54% | |
| 16 | AAPL | Apple Inc | 股票-科技 | 2.13% | +0.21% | -1.37% | |
| 17 | MMM | 3m Co | 股票-工業 | 2.11% | -0.03% | +30.19% | |
| 18 | ✓ | 股票-其他 | 1.88% | -0.70% | — | ||
| 19 | LPX | Louisiana-pacific CORP | 股票-工業 | 1.84% | -0.31% | +20.10% | |
| 20 | V | Visa Inc-class A Shares | 股票-金融 | 1.83% | +0.04% | +0.11% | |
| 21 | BA | Boeing Co/the | 股票-工業 | 1.78% | -0.25% | +0.75% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 1.72% | -1.72% | EXIT | |
| 23 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.57% | -0.21% | — | |
| 24 | BMNR | Bitmine Immersion Technologi | 股票-金融 | 1.46% | +3.52% | +9.21% | |
| 25 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密貨幣 | 1.36% | -1.28% | -39.85% | |
| 26 | AVGO | Broadcom Inc | 股票-科技 | 1.17% | -0.12% | -5.10% | |
| 27 | PH | Parker Hannifin CORP | 股票-工業 | 0.91% | -0.06% | -10.20% | |
| 28 | BHP | Bhp Group Ltd-spon Adr | 股票-原物料 | 0.83% | -0.01% | -17.09% | |
| 29 | NEM | Newmont CORP | 股票-原物料 | 0.82% | +0.15% | -1.09% | |
| 30 | CNI | Canadian Natl Railway Co | 股票-工業 | 0.82% | -0.03% | -1.12% | |
| 31 | RTX | Rtx CORP | 股票-工業 | 0.81% | -0.06% | -0.51% | |
| 32 | CMI | Cummins Inc | 股票-工業 | 0.80% | -0.20% | +2.67% | |
| 33 | GRMN | Garmin Ltd. | 股票-科技 | 0.80% | +0.13% | -0.71% | |
| 34 | ETN | Eaton Corporation plc | 股票-工業 | 0.79% | -0.01% | +0.43% | |
| 35 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.75% | -0.01% | +3.20% | |
| 36 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.74% | -0.09% | +12.73% | |
| 37 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.74% | +0.02% | +9.66% | |
| 38 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.73% | -0.03% | +0.37% | |
| 39 | AWK | American Water Works Co Inc | 股票-公用事業 | 0.73% | -0.03% | +19.17% | |
| 40 | ECL | Ecolab Inc | 股票-原物料 | 0.73% | -0.03% | +3.28% | |
| 41 | CTVA | Corteva Inc | 股票-原物料 | 0.73% | -0.06% | +0.67% | |
| 42 | LHX | L3harris Technologies Inc | 股票-工業 | 0.72% | -0.11% | -0.51% | |
| 43 | IBM | Intl Business Machines CORP | 股票-科技 | 0.71% | -0.09% | — | |
| 44 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.70% | -0.12% | +11.98% | |
| 45 | CEG | Constellation Energy | 股票-公用事業 | 0.70% | +0.01% | -0.33% | |
| 46 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.69% | -0.01% | +18.37% | |
| 47 | WMT | Walmart Inc | 股票-非循環性消費 | 0.69% | -0.03% | +2.48% | |
| 48 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.68% | -0.09% | +29.35% | |
| 49 | PM | Philip Morris International | 股票-非循環性消費 | 0.68% | +0.02% | +8.26% | |
| 50 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.68% | -0.03% | +1.57% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ✓ | +1.9% | NEW | 新建倉 | |
| 2 | NEE | Nextera Energy Inc | +1.6% | NEW | 新建倉 |
| 3 | UNH | Unitedhealth Group Inc | +1% | -0.77% | 減碼 |
| 4 | IBM | Intl Business Machines CORP | +0.7% | NEW | 新建倉 |
| 5 | MMM | 3m Co | +0.6% | +30.19% | 加碼 |
| 6 | PWR | Quanta Services Inc | +0.6% | -3.58% | 減碼 |
| 7 | INFQ | Infleqtion Inc | +0.5% | NEW | 新建倉 |
| 8 | TSM | Taiwan Semiconductor-sp Adr | +0.5% | NEW | 新建倉 |
| 9 | LLY | Eli Lilly & Co | +0.4% | -0.57% | 減碼 |
| 10 | GOOGL | Alphabet Inc-cl A | +0.4% | -1.32% | 減碼 |
| 11 | LPX | Louisiana-pacific CORP | +0.4% | +20.10% | 加碼 |
| 12 | AMZN | Amazon.com Inc | +0.2% | +0.91% | 加碼 |
| 13 | MSFT | Microsoft CORP | +0.2% | +12.58% | 加碼 |
| 14 | CMI | Cummins Inc | +0.2% | +2.67% | 加碼 |
| 15 | BLV | Vanguard Long-term Bond ETF | +0.2% | +8.79% | 加碼 |
| 16 | HIMS | Hims & Hers Health Inc | +0.2% | +62.65% | 加碼 |
| 17 | RDDT | Reddit Inc-cl A | +0.2% | NEW | 新建倉 |
| 18 | NVDA | Nvidia CORP | +0.2% | -5.22% | 減碼 |
| 19 | TLT | Ishares 20+ Year Treasury Bd | +0.2% | +10.20% | 加碼 |
| 20 | IONQ | Ionq Inc | +0.2% | +6.16% | 加碼 |
| 21 | DSL | Doubleline Income Solutions | +0.2% | NEW | 新建倉 |
| 22 | AAPL | Apple Inc | +0.1% | -1.37% | 減碼 |
| 23 | V | Visa Inc-class A Shares | +0.1% | +0.11% | 加碼 |
| 24 | KMB | Kimberly-clark CORP | +0.1% | +12.73% | 加碼 |
| 25 | ABBV | Abbvie Inc | +0.1% | +9.66% | 加碼 |
| 26 | AVGO | Broadcom Inc | +0.1% | -5.10% | 減碼 |
| 27 | INOD | Innodata Inc | +0.1% | -12.97% | 減碼 |
| 28 | ETN | Eaton Corporation plc | +0.1% | +0.43% | 加碼 |
| 29 | TSLA | Tesla Inc | +0.1% | -3.85% | 減碼 |
| 30 | PG | Procter & Gamble Co/the | +0.1% | +18.37% | 加碼 |
| 31 | ROK | Rockwell Automation Inc | +0.1% | +4.90% | 加碼 |
| 32 | BINC | Ishares Flex I A Etf-usd Inc | +0.1% | +5.70% | 加碼 |
| 33 | PM | Philip Morris International | +0.1% | +8.26% | 加碼 |
| 34 | APH | Amphenol Corp-cl A | +0.1% | +6.52% | 加碼 |
| 35 | BA | Boeing Co/the | +0.1% | +0.75% | 加碼 |
| 36 | CNI | Canadian Natl Railway Co | +0.1% | -1.12% | 減碼 |
| 37 | POWL | Powell Industries Inc | +0.1% | +125.90% | 加碼 |
| 38 | AWK | American Water Works Co Inc | +0.1% | +19.17% | 加碼 |
| 39 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +1.28% | 加碼 |
| 40 | JPM | Jpmorgan Chase & Co | +0.1% | +3.20% | 加碼 |
| 41 | POOL | Pool CORP | +0.1% | +34.12% | 加碼 |
| 42 | ORLY | O'reilly Automotive Inc | +0.1% | +38.20% | 加碼 |
| 43 | MCD | Mcdonald's CORP | 0% | +29.35% | 加碼 |
| 44 | RSP | Invesco S&p 500 Equal Weight | 0% | +0.37% | 加碼 |
| 45 | MTW | Manitowoc Company Inc | 0% | +6.23% | 加碼 |
| 46 | TDG | Transdigm Group Inc | 0% | +10.34% | 加碼 |
| 47 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | NEW | 新建倉 |
| 48 | AVAV | Aerovironment Inc | 0% | NEW | 新建倉 |
| 49 | ETHA | Ishares Ethereum Trust ETF | 0% | +96.72% | 加碼 |
| 50 | FCX | Freeport-mcmoran Inc | 0% | -1.15% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Strong Tower Advisory Services 在 Q2 2026 季度的美股持倉總市值約為 US$5.7億，共申報了 93 個公開持股部位。
在 Q2 2026 季度，Strong Tower Advisory Services 按市值排列的前三大核心持股分別為：BINC (5.5%)、BLV (4.6%)、NVDA (4.3%)。其中最大持股部位 BINC 佔據整體投資組合約 5.5% 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
市值: US$1050.6萬
本季最大獲利了結 / 清倉標的
BABA
前期市值: US$777.5萬
在 Q2 2026 季度中，Strong Tower Advisory Services 共進行了 100 項持倉異動，包含新建倉 9 個部位、加碼 54 個部位、減碼 29 個部位以及清倉 8 個部位。 其中最大新建倉標的為 。 本季清倉部位包含 BABA。
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。