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: 0001531593
申報總市值
US$10.5億
US$10.5億
1005 檔
35.5%
截至 Q1 2026 季度末，Summit Securities Group LLC 的美股持倉估值約為 US$10.5億，全數申報部位共有 1005 檔。
Summit Securities Group LLC 在 Q1 2026 的調整主要集中於風險出清，清倉與減碼部位合計達 115 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
整體而言，Summit Securities Group LLC 的前 5 大持股（包含 STATE STR SPDR S&P 500 ETF T, ISHARES TR RUS 2000 GRW ETF, QQQ）貢獻了組合市值的 35.5%，形成該機構在 Q1 2026 季度的基本面基石。
僅顯示前 200 大持股（共 1005 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 | ✓ | State Str Spdr S&p 500 ETF T | ETF-大型股與成長 | 27.69% | -26.73% | — | |
| 2 | ✓ | Ishares Tr Rus 2000 Grw ETF | ETF-其他 | 5.60% | -4.21% | — | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 4.27% | +1.87% | +5990700.00% | |
| 4 | ✓ | Microsoft CORP | 股票-其他 | 4.17% | -3.97% | — | |
| 5 | ✓ | State Str Spdr S&p 500 ETF T | ETF-大型股與成長 | 4.11% | +3.30% | — | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 2.70% | -0.77% | +166.60% | |
| 7 | ✓ | Warner Bros Discovery Inc | 股票-其他 | 2.48% | -2.10% | — | |
| 8 | ✓ | Warner Bros Discovery Inc | 股票-其他 | 2.42% | -1.12% | — | |
| 9 | ✓ | 股票-其他 | 2.17% | -0.37% | — | ||
| 10 | ✓ | Electronic Arts Inc | 股票-其他 | 1.93% | -1.38% | — | |
| 11 | AVGO | Broadcom Inc | 股票-科技 | 1.92% | -1.01% | +224.14% | |
| 12 | EA | Electronic Arts Inc | 股票-通訊服務 | 1.61% | +0.88% | +5970.08% | |
| 13 | AAPL | Apple Inc | 股票-科技 | 1.58% | -0.17% | +88.33% | |
| 14 | IBM | Intl Business Machines CORP | 股票-科技 | 1.53% | -1.52% | +6310.50% | |
| 15 | ✓ | Tesla Inc | 股票-其他 | 1.36% | -1.14% | — | |
| 16 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.24% | +3.32% | +184.25% | |
| 17 | ✓ | Graniteshares ETF Tr | ETF-其他 | 1.12% | -1.12% | EXIT | |
| 18 | ✓ | Chevron Corporation | 股票-其他 | 1.02% | -0.93% | — | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.92% | +3.53% | +307.75% | |
| 20 | BE | Bloom Energy Corp- A | 股票-工業 | 0.85% | +0.65% | -34.57% | |
| 21 | ✓ | Revolution Medicines Inc | 股票-其他 | 0.67% | -0.67% | EXIT | |
| 22 | ✓ | Clearwater Analytics Hldgs I | 股票-其他 | 0.66% | -0.66% | EXIT | |
| 23 | ✓ | Alibaba Group Hldg LTD | 股票-其他 | 0.62% | -0.25% | — | |
| 24 | ✓ | Brighthouse Finl Inc | 股票-其他 | 0.60% | -0.60% | EXIT | |
| 25 | ✓ | Direxion Shares ETF Trust | ETF-其他 | 0.57% | -0.57% | EXIT | |
| 26 | ✓ | Brighthouse Finl Inc | 股票-其他 | 0.54% | -0.34% | — | |
| 27 | ✓ | Clearwater Analytics Hldgs I | 股票-其他 | 0.53% | -0.53% | EXIT | |
| 28 | ✓ | Marvell Technology Inc | 股票-其他 | 0.51% | -0.51% | EXIT | |
| 29 | B | Barrick Mining CORP | 股票-原物料 | 0.51% | -0.34% | +203.59% | |
| 30 | ✓ | Tesla Inc | 股票-其他 | 0.50% | -0.44% | — | |
| 31 | WIX | Wix.com Ltd. | 股票-科技 | 0.44% | -0.44% | EXIT | |
| 32 | ✓ | Meta Platforms Inc | 股票-其他 | 0.43% | -0.38% | — | |
| 33 | ET | Energy Transfer LP | 股票-能源 | 0.39% | +0.60% | +138.03% | |
| 34 | GME | Gamestop Corp-class A | 股票-循環性消費 | 0.36% | -0.09% | — | |
| 35 | APLD | Applied Digital CORP | 股票-科技 | 0.33% | +0.08% | — | |
| 36 | ✓ | Direxion Shares ETF Trust | ETF-其他 | 0.33% | -0.33% | EXIT | |
| 37 | ✓ | Micron Technology Inc | 股票-其他 | 0.33% | -0.33% | EXIT | |
| 38 | ✓ | Netflix Inc. | 股票-其他 | 0.32% | -0.26% | — | |
| 39 | ✓ | Graniteshares ETF Tr | ETF-其他 | 0.32% | -0.32% | EXIT | |
| 40 | ✓ | 股票-其他 | 0.28% | -0.05% | — | ||
| 41 | IREN | IREN Limited | 股票-其他 | 0.27% | +0.06% | +445.87% | |
| 42 | ✓ | Dow Hldgs Inc | 股票-其他 | 0.26% | -0.26% | EXIT | |
| 43 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.25% | -0.13% | +819900.00% | |
| 44 | ✓ | Spdr Gold Tr | 股票-其他 | 0.25% | -0.02% | — | |
| 45 | ✓ | Comcast CORP New | 股票-其他 | 0.25% | -0.01% | — | |
| 46 | ✓ | Unifirst CORP Mass | 股票-其他 | 0.24% | -0.24% | EXIT | |
| 47 | ✓ | Valaris LTD | 股票-其他 | 0.24% | -0.10% | — | |
| 48 | ✓ | Ishares Tr | 股票-其他 | 0.24% | -0.19% | — | |
| 49 | ✓ | Iren Limited | 股票-其他 | 0.22% | +0.01% | — | |
| 50 | VALE | Vale Sa-sp Adr | 股票-原物料 | 0.22% | -0.11% | -71.40% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | +4.3% | +5990700.00% | 加碼 |
| 2 | EA | Electronic Arts Inc | +1.6% | +5970.08% | 加碼 |
| 3 | NVDA | Nvidia CORP | +1.6% | +166.60% | 加碼 |
| 4 | IBM | Intl Business Machines CORP | +1.5% | +6310.50% | 加碼 |
| 5 | AVGO | Broadcom Inc | +1.2% | +224.14% | 加碼 |
| 6 | AMZN | Amazon.com Inc | +0.7% | +184.25% | 加碼 |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.7% | +307.75% | 加碼 |
| 8 | AAPL | Apple Inc | +0.6% | +88.33% | 加碼 |
| 9 | B | Barrick Mining CORP | +0.3% | +203.59% | 加碼 |
| 10 | IWM | Ishares Russell 2000 ETF | +0.3% | +819900.00% | 加碼 |
| 11 | ET | Energy Transfer LP | +0.2% | +138.03% | 加碼 |
| 12 | IREN | IREN Limited | +0.2% | +445.87% | 加碼 |
| 13 | CTVA | Corteva Inc | +0.2% | +1904.98% | 加碼 |
| 14 | UNP | Union Pacific CORP | +0.2% | +292.44% | 加碼 |
| 15 | NKE | Nike Inc -cl B | +0.1% | +2261.96% | 加碼 |
| 16 | AU | AngloGold Ashanti plc | +0.1% | +634.41% | 加碼 |
| 17 | KRE | Ss Spdr S&p Regional Bank | +0.1% | +216.18% | 加碼 |
| 18 | DELL | Dell Technologies -c | -0.1% | -99.35% | 減碼 |
| 19 | GTLB | Gitlab Inc-cl A | -0.1% | -89.67% | 減碼 |
| 20 | BP | Bp Plc-spons Adr | -0.1% | -97.57% | 減碼 |
| 21 | F | Ford Motor Co | -0.1% | -92.90% | 減碼 |
| 22 | AMD | Advanced Micro Devices | -0.1% | -98.98% | 減碼 |
| 23 | VTR | Ventas Inc | -0.2% | -99.49% | 減碼 |
| 24 | TFC | Truist Financial CORP | -0.2% | -98.71% | 減碼 |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -88.95% | 減碼 |
| 26 | BTI | British American Tob-sp Adr | -0.2% | -97.65% | 減碼 |
| 27 | LLY | Eli Lilly & Co | -0.2% | -88.97% | 減碼 |
| 28 | HLT | Hilton Worldwide Holdings In | -0.2% | -99.22% | 減碼 |
| 29 | CVS | Cvs Health CORP | -0.2% | -94.66% | 減碼 |
| 30 | COPX | Global X Copper Miners ETF | -0.2% | -97.08% | 減碼 |
| 31 | PM | Philip Morris International | -0.2% | -97.65% | 減碼 |
| 32 | MPLX | Mplx LP | -0.2% | -93.88% | 減碼 |
| 33 | PLTR | Palantir Technologies Inc-a | -0.3% | -97.47% | 減碼 |
| 34 | EBAY | Ebay Inc | -0.3% | -99.69% | 減碼 |
| 35 | MRK | Merck & Co. Inc. | -0.3% | -72.36% | 減碼 |
| 36 | SLV | Ishares Silver Trust | -0.3% | -96.85% | 減碼 |
| 37 | MDT | Medtronic plc | -0.3% | -99.16% | 減碼 |
| 38 | GOOG | Alphabet Inc-cl C | -0.4% | -98.99% | 減碼 |
| 39 | VALE | Vale Sa-sp Adr | -0.5% | -71.40% | 減碼 |
| 40 | GOOGL | Alphabet Inc-cl A | -0.6% | -87.46% | 減碼 |
| 41 | PGR | Progressive CORP | -0.6% | -94.93% | 減碼 |
| 42 | BMY | Bristol-myers Squibb Co | -0.6% | -96.33% | 減碼 |
| 43 | UNH | Unitedhealth Group Inc | -0.7% | -92.30% | 減碼 |
| 44 | MSFT | Microsoft CORP | -0.7% | -87.14% | 減碼 |
| 45 | BAC | Bank Of America CORP | -0.8% | -99.06% | 減碼 |
| 46 | C | Citigroup Inc | -1.4% | -93.35% | 減碼 |
| 47 | GDXJ | Vaneck Junior Gold Miners | -1.6% | -92.46% | 減碼 |
| 48 | MS | Morgan Stanley | -1.8% | -99.75% | 減碼 |
| 49 | URA | Global X Uranium ETF | -2.8% | -99.30% | 減碼 |
| 50 | SILJ | Amplify Junior Silver Miners | -2.8% | -98.89% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Summit Securities Group LLC 在 Q1 2026 季度的美股持倉總市值約為 US$10.5億，共申報了 1005 個公開持股部位。
在 Q1 2026 季度，Summit Securities Group LLC 按市值排列的前三大核心持股分別為：STATE STR SPDR S&P 500 ETF T (27.7%)、ISHARES TR RUS 2000 GRW ETF (5.6%)、QQQ (4.3%)。其中最大持股部位 STATE STR SPDR S&P 500 ETF T 佔據整體投資組合約 27.7% 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
STATE STR SPDR S&P 500 ETF T
市值: US$2.2億
本季最大獲利了結 / 清倉標的
TSM
前期市值: US$5375.8萬
在 Q1 2026 季度中，Summit Securities Group LLC 共進行了 200 項持倉異動，包含新建倉 68 個部位、加碼 17 個部位、減碼 35 個部位以及清倉 80 個部位。 其中最大新建倉標的為 STATE STR SPDR S&P 500 ETF T。 本季清倉部位包含 TSM。
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。