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: 0002109222
申報總市值
US$1.7億
US$1.7億
57 檔
8.4%
在 Q1 2026 的 13F 官方備案中，Tailwinds Wealth, LLC 管理的美股投資組合規模來到 US$1.7億，整體持股檔數為 57 檔。
數據顯示 Tailwinds Wealth, LLC 於 Q1 2026 季度持續回收資金，對 28 個既有部位進行裁減並清倉 44 個標的，組合整體流動性比重有所上升。
在資產配置集中度方面，Tailwinds Wealth, LLC 的前 5 大核心持股（包含 ACIO, NVDA, BKAG 等）合計佔整體申報市值的 8.4%，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 | ACIO | Aptus Collared Invest Opp | ETF-其他 | 9.41% | -3.90% | +12.02% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 6.98% | -4.13% | -7.29% | |
| 3 | BKAG | Bny Mellon Core Bond ETF | ETF-其他 | 6.58% | -1.87% | +35.67% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 6.13% | -3.48% | +6.01% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 5.64% | +1.39% | -50.49% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.93% | -2.15% | -2.74% | |
| 7 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.60% | -1.96% | -9.55% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.10% | -1.75% | -3.15% | |
| 9 | DMBS | Doubleline Mortgage ETF | ETF-其他 | 3.08% | -0.87% | +35.60% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.28% | -1.24% | -14.76% | |
| 11 | TSLA | Tesla Inc | 股票-循環性消費 | 1.79% | -1.00% | +1.14% | |
| 12 | WMT | Walmart Inc | 股票-非循環性消費 | 1.78% | -1.02% | -24.55% | |
| 13 | AVGO | Broadcom Inc | 股票-科技 | 1.73% | -0.28% | +2.97% | |
| 14 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.65% | -1.07% | +1.81% | |
| 15 | XOM | Exxon Mobil CORP | 股票-能源 | 1.60% | -1.04% | -20.60% | |
| 16 | PWR | Quanta Services Inc | 股票-工業 | 1.59% | -0.84% | -31.95% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.56% | -0.85% | +23.35% | |
| 18 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-其他 | 1.48% | -0.87% | +125.25% | |
| 19 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.42% | -0.65% | -4.27% | |
| 20 | V | Visa Inc-class A Shares | 股票-金融 | 1.33% | -0.54% | -22.03% | |
| 21 | FANG | Diamondback Energy Inc | 股票-能源 | 1.32% | -0.69% | -34.19% | |
| 22 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-其他 | 1.27% | +0.40% | -53.89% | |
| 23 | NFLX | Netflix Inc | 股票-通訊服務 | 1.24% | -0.79% | +4.60% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.24% | +0.33% | -50.44% | |
| 25 | APH | Amphenol Corp-cl A | 股票-科技 | 1.16% | -0.31% | — | |
| 26 | MSI | Motorola Solutions Inc | 股票-科技 | 1.15% | -0.63% | -3.83% | |
| 27 | AMD | Advanced Micro Devices | 股票-科技 | 1.15% | +0.02% | — | |
| 28 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 1.13% | -0.65% | +1.83% | |
| 29 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.09% | -0.56% | +0.90% | |
| 30 | AMT | American Tower CORP | 股票-房地產 | 1.04% | -0.42% | -27.58% | |
| 31 | PGR | Progressive CORP | 股票-金融 | 1.03% | -0.21% | -23.60% | |
| 32 | NOW | Servicenow Inc | 股票-科技 | 1.02% | -0.30% | -8.23% | |
| 33 | LIN | Linde plc | 股票-原物料 | 1.01% | -0.48% | -15.05% | |
| 34 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.99% | -0.11% | +3.10% | |
| 35 | UBER | Uber Technologies Inc | 股票-工業 | 0.96% | -0.44% | +4.39% | |
| 36 | CHE | Chemed CORP | 股票-醫療保健 | 0.94% | -0.18% | -27.02% | |
| 37 | CPRT | Copart Inc | 股票-工業 | 0.91% | -0.31% | -35.63% | |
| 38 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.87% | -0.33% | +1.07% | |
| 39 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.87% | -0.35% | — | |
| 40 | ACN | Accenture plc | 股票-科技 | 0.86% | -0.86% | EXIT | |
| 41 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.86% | -0.34% | +2.73% | |
| 42 | BR | Broadridge Financial Solutio | 股票-科技 | 0.86% | -0.40% | -19.00% | |
| 43 | ICLO | Invesco Aaa Clo F/r Note ETF | ETF-其他 | 0.83% | -0.83% | EXIT | |
| 44 | PHM | Pultegroup Inc | 股票-循環性消費 | 0.82% | -0.24% | +2.51% | |
| 45 | SYK | Stryker CORP | 股票-醫療保健 | 0.82% | -0.32% | +3.35% | |
| 46 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.81% | -0.16% | -3.38% | |
| 47 | SPGI | S&p Global Inc | 股票-金融 | 0.77% | -0.27% | +9.76% | |
| 48 | CTAS | Cintas CORP | 股票-工業 | 0.77% | -0.27% | +6.23% | |
| 49 | PGF | Invesco Financial Preferred | ETF-其他 | 0.75% | -0.21% | +36.56% | |
| 50 | ROP | Roper Technologies Inc | 股票-科技 | 0.75% | -0.25% | -33.97% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ACIO | Aptus Collared Invest Opp | +5.6% | +12.02% | 加碼 |
| 2 | BKAG | Bny Mellon Core Bond ETF | +4.4% | +35.67% | 加碼 |
| 3 | NVDA | Nvidia CORP | +3.4% | -7.29% | 減碼 |
| 4 | AAPL | Apple Inc | +3.4% | +6.01% | 加碼 |
| 5 | DMBS | Doubleline Mortgage ETF | +2.1% | +35.60% | 加碼 |
| 6 | AMZN | Amazon.com Inc | +1.7% | -9.55% | 減碼 |
| 7 | MSFT | Microsoft CORP | +1.6% | -2.74% | 減碼 |
| 8 | GOOGL | Alphabet Inc-cl A | +1.6% | -3.15% | 減碼 |
| 9 | XHLF | Bondbloxx Bbg 6 Mth US Treas | +1.2% | +125.25% | 加碼 |
| 10 | JPM | Jpmorgan Chase & Co | +1% | -14.76% | 減碼 |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | +1% | +23.35% | 加碼 |
| 12 | XOM | Exxon Mobil CORP | +1% | -20.60% | 減碼 |
| 13 | AVGO | Broadcom Inc | +0.9% | +2.97% | 加碼 |
| 14 | TSLA | Tesla Inc | +0.9% | +1.14% | 加碼 |
| 15 | WMT | Walmart Inc | +0.9% | -24.55% | 減碼 |
| 16 | META | Meta Platforms Inc-class A | +0.8% | +1.81% | 加碼 |
| 17 | PWR | Quanta Services Inc | +0.8% | -31.95% | 減碼 |
| 18 | VEA | Vanguard Ftse Developed ETF | +0.8% | -50.49% | 減碼 |
| 19 | NFLX | Netflix Inc | +0.7% | +4.60% | 加碼 |
| 20 | MSI | Motorola Solutions Inc | +0.7% | -3.83% | 減碼 |
| 21 | NEE | Nextera Energy Inc | +0.7% | +0.90% | 加碼 |
| 22 | LLY | Eli Lilly & Co | +0.7% | -4.27% | 減碼 |
| 23 | FANG | Diamondback Energy Inc | +0.7% | -34.19% | 減碼 |
| 24 | LIN | Linde plc | +0.6% | -15.05% | 減碼 |
| 25 | ISRG | Intuitive Surgical Inc | +0.5% | +1.83% | 加碼 |
| 26 | PGF | Invesco Financial Preferred | +0.5% | +36.56% | 加碼 |
| 27 | UBER | Uber Technologies Inc | +0.5% | +4.39% | 加碼 |
| 28 | CRWD | Crowdstrike Holdings Inc - A | +0.5% | +3.10% | 加碼 |
| 29 | PG | Procter & Gamble Co/the | +0.5% | +1.07% | 加碼 |
| 30 | PHM | Pultegroup Inc | +0.5% | +2.51% | 加碼 |
| 31 | V | Visa Inc-class A Shares | +0.5% | -22.03% | 減碼 |
| 32 | SYK | Stryker CORP | +0.5% | +3.35% | 加碼 |
| 33 | TMO | Thermo Fisher Scientific Inc | +0.4% | +2.73% | 加碼 |
| 34 | CTAS | Cintas CORP | +0.4% | +6.23% | 加碼 |
| 35 | AMT | American Tower CORP | +0.4% | -27.58% | 減碼 |
| 36 | SPGI | S&p Global Inc | +0.4% | +9.76% | 加碼 |
| 37 | ACN | Accenture plc | +0.4% | +3.07% | 加碼 |
| 38 | UNH | Unitedhealth Group Inc | +0.4% | -3.38% | 減碼 |
| 39 | PGR | Progressive CORP | +0.3% | -23.60% | 減碼 |
| 40 | IEMG | Ishares Core Msci Emerging | +0.3% | -2.43% | 減碼 |
| 41 | WFC | Wells Fargo & Co | +0.3% | -0.38% | 減碼 |
| 42 | NOW | Servicenow Inc | +0.3% | -8.23% | 減碼 |
| 43 | HIG | Hartford Insurance Group Inc | +0.3% | +0.60% | 加碼 |
| 44 | CHE | Chemed CORP | +0.3% | -27.02% | 減碼 |
| 45 | SSUS | Day Hagan Smart Sector ETF | +0.3% | -16.27% | 減碼 |
| 46 | BR | Broadridge Financial Solutio | +0.2% | -19.00% | 減碼 |
| 47 | CPRT | Copart Inc | +0.2% | -35.63% | 減碼 |
| 48 | VWO | Vanguard Ftse Emerging Marke | +0.2% | -50.44% | 減碼 |
| 49 | BSX | Boston Scientific CORP | +0.1% | -6.18% | 減碼 |
| 50 | FRDM | Freedom 100 Emeging Mrkt ETF | +0.1% | -53.89% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Tailwinds Wealth, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$1.7億，共申報了 57 個公開持股部位。
在 Q1 2026 季度，Tailwinds Wealth, LLC 按市值排列的前三大核心持股分別為：ACIO (9.4%)、NVDA (7.0%)、BKAG (6.6%)。其中最大持股部位 ACIO 佔據整體投資組合約 9.4% 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
APH
市值: US$47.2萬
本季最大獲利了結 / 清倉標的
GTO
前期市值: US$586.6萬
在 Q1 2026 季度中，Tailwinds Wealth, LLC 共進行了 101 項持倉異動，包含新建倉 6 個部位、加碼 23 個部位、減碼 28 個部位以及清倉 44 個部位。 其中最大新建倉標的為 APH。 本季清倉部位包含 GTO。
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。