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: 0001859918
申報總市值
US$21.6億
US$21.6億
289 檔
28.2%
在 Q2 2026 的 13F 官方備案中，Tectonic Advisors LLC 管理的美股投資組合規模來到 US$21.6億，整體持股檔數為 289 檔。
Tectonic Advisors LLC 於 Q2 2026 展現出進攻型調倉步調，本季推動了 39 檔股票的新建倉與 94 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
從部位權重觀察，前 5 大標的（包含 VOO, BOND, IVV）累計市值佔比達 28.2%，是驅動 Tectonic Advisors LLC 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 289 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 | 7.62% | +0.05% | +4.68% | |
| 2 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 7.40% | -0.45% | +2.88% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 5.18% | +0.11% | +5.89% | |
| 4 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 5.02% | -0.43% | +4.17% | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 4.08% | -0.21% | -1.08% | |
| 6 | GQGU | Gqg US Equity ETF | ETF-其他 | 3.66% | +0.19% | +2.95% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.83% | -0.04% | +3.95% | |
| 8 | BND | Vanguard Total Bond Market | ETF-其他 | 2.19% | +0.02% | +6.04% | |
| 9 | TLCI | Touchstone Intl Eqty ETF | ETF-其他 | 2.16% | -0.05% | +2.50% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.84% | +0.03% | +7.53% | |
| 11 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.59% | +0.39% | +6.83% | |
| 12 | FLXR | Tcw Flexible Income ETF | ETF-其他 | 1.42% | +0.06% | +9.41% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.38% | -0.06% | +320.51% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.18% | -0.08% | +3.66% | |
| 15 | ABEQ | Absolute Select Value ETF | ETF-其他 | 1.09% | -0.06% | -0.28% | |
| 16 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.09% | -0.07% | +3.94% | |
| 17 | CSCO | Cisco Systems Inc | 股票-科技 | 1.00% | -0.20% | -9.45% | |
| 18 | IRM | Iron Mountain Inc | 股票-房地產 | 0.99% | -0.15% | -2.06% | |
| 19 | OKE | Oneok Inc | 股票-能源 | 0.91% | -0.91% | EXIT | |
| 20 | ENB | Enbridge Inc | 股票-能源 | 0.86% | -0.10% | +3.57% | |
| 21 | NNN | Nnn Reit Inc | 股票-房地產 | 0.85% | -0.08% | +5.92% | |
| 22 | IBM | Intl Business Machines CORP | 股票-科技 | 0.84% | -0.13% | +6.91% | |
| 23 | CWEN | Clearway Energy Inc-c | 股票-公用事業 | 0.83% | -0.06% | — | |
| 24 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.81% | — | +6.12% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.81% | -0.02% | +3.67% | |
| 26 | USRT | Ishares Core US Reit ETF | ETF-其他 | 0.81% | -0.06% | +3.45% | |
| 27 | MO | Altria Group Inc | 股票-非循環性消費 | 0.81% | -0.05% | +3.68% | |
| 28 | IAGG | Ishares Intl Aggregate Bond | ETF-其他 | 0.80% | -0.05% | -3.39% | |
| 29 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.78% | +0.04% | +0.41% | |
| 30 | BWX | State Street Spdr Bloomberg | ETF-其他 | 0.78% | -0.05% | — | |
| 31 | HTGC | Hercules Capital Inc | 股票-金融 | 0.76% | +0.10% | +12.69% | |
| 32 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.76% | — | +8.53% | |
| 33 | MPLX | Mplx LP | 股票-能源 | 0.75% | +0.01% | +5.91% | |
| 34 | ARCC | Ares Capital CORP | 股票-金融 | 0.75% | +0.08% | +13.02% | |
| 35 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.75% | +0.11% | +6.31% | |
| 36 | EPD | Enterprise Products Partners | 股票-能源 | 0.74% | -0.01% | +3.76% | |
| 37 | ET | Energy Transfer LP | 股票-能源 | 0.73% | +0.03% | +4.83% | |
| 38 | MLPA | Global X Mlp ETF | ETF-其他 | 0.71% | — | +2.85% | |
| 39 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.70% | -0.01% | +2.75% | |
| 40 | TSLX | Sixth Street Specialty Lendi | 股票-其他 | 0.70% | +0.12% | +16.08% | |
| 41 | AVGO | Broadcom Inc | 股票-科技 | 0.69% | -0.03% | -0.99% | |
| 42 | MSM | Msc Industrial Direct Co-a | 股票-工業 | 0.67% | -0.03% | +0.03% | |
| 43 | WPC | Wp Carey Inc | 股票-房地產 | 0.67% | -0.04% | +5.26% | |
| 44 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.66% | -0.05% | +6.52% | |
| 45 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.66% | -0.04% | +6.41% | |
| 46 | O | Realty Income CORP | 股票-房地產 | 0.66% | -0.06% | +6.56% | |
| 47 | HAS | Hasbro Inc | 股票-循環性消費 | 0.65% | +0.05% | +7.57% | |
| 48 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.62% | +0.08% | +5.95% | |
| 49 | T | At&t Inc | 股票-通訊服務 | 0.61% | +0.18% | +11.93% | |
| 50 | ED | Consolidated Edison Inc | 股票-公用事業 | 0.60% | -0.03% | +5.69% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CWEN | Clearway Energy Inc-c | +0.8% | NEW | 新建倉 |
| 2 | VOO | Vanguard S&p 500 ETF | +0.7% | +4.68% | 加碼 |
| 3 | IVV | Ishares Core S&p 500 ETF | +0.5% | +5.89% | 加碼 |
| 4 | CSWC | Capital Southwest CORP | +0.4% | NEW | 新建倉 |
| 5 | MAIN | Main Street Capital CORP | +0.4% | NEW | 新建倉 |
| 6 | POOL | Pool CORP | +0.3% | NEW | 新建倉 |
| 7 | SSNC | Ss&c Technologies Holdings | +0.3% | +1006.92% | 加碼 |
| 8 | CSCO | Cisco Systems Inc | +0.2% | -9.45% | 減碼 |
| 9 | DELL | Dell Technologies -c | +0.2% | -37.49% | 減碼 |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | -1.08% | 減碼 |
| 11 | VEA | Vanguard Ftse Developed ETF | +0.1% | +3.95% | 加碼 |
| 12 | VO | Vanguard Mid-cap ETF | +0.1% | +320.51% | 加碼 |
| 13 | VB | Vanguard Small-cap ETF | +0.1% | +3.66% | 加碼 |
| 14 | ABBV | Abbvie Inc | +0.1% | +8.53% | 加碼 |
| 15 | MSM | Msc Industrial Direct Co-a | +0.1% | +0.03% | 加碼 |
| 16 | KNX | Knight-swift Transportation | +0.1% | +1.13% | 加碼 |
| 17 | THC | Tenet Healthcare CORP | +0.1% | NEW | 新建倉 |
| 18 | IRM | Iron Mountain Inc | +0.1% | -2.06% | 減碼 |
| 19 | IBM | Intl Business Machines CORP | +0.1% | +6.91% | 加碼 |
| 20 | IJR | Ishares Core S&p Small-cap E | +0.1% | +6.52% | 加碼 |
| 21 | HRB | H&r Block Inc | +0.1% | +11.43% | 加碼 |
| 22 | GNRC | Generac Holdings Inc | +0.1% | +5.30% | 加碼 |
| 23 | POWL | Powell Industries Inc | +0.1% | +157.73% | 加碼 |
| 24 | PNFP | Pinnacle Financial Partners | +0.1% | +17.25% | 加碼 |
| 25 | PATK | Patrick Industries Inc | +0.1% | NEW | 新建倉 |
| 26 | MAR | Marriott International -cl A | +0.1% | NEW | 新建倉 |
| 27 | PSMT | Pricesmart Inc | +0.1% | NEW | 新建倉 |
| 28 | AVGO | Broadcom Inc | +0.1% | -0.99% | 減碼 |
| 29 | HQY | Healthequity Inc | +0.1% | +21.12% | 加碼 |
| 30 | SAIA | Saia Inc | +0.1% | NEW | 新建倉 |
| 31 | AVT | Avnet Inc | +0.1% | NEW | 新建倉 |
| 32 | ACA | Arcosa Inc | +0.1% | NEW | 新建倉 |
| 33 | HTGC | Hercules Capital Inc | +0.1% | +12.69% | 加碼 |
| 34 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +6.41% | 加碼 |
| 35 | MAS | Masco CORP | +0.1% | -2.36% | 減碼 |
| 36 | RHP | Ryman Hospitality Properties | +0.1% | +125.00% | 加碼 |
| 37 | AGCO | Agco CORP | +0.1% | +195.64% | 加碼 |
| 38 | GATX | Gatx CORP | +0.1% | NEW | 新建倉 |
| 39 | NNN | Nnn Reit Inc | +0.1% | +5.92% | 加碼 |
| 40 | USRT | Ishares Core US Reit ETF | +0.1% | +3.45% | 加碼 |
| 41 | PAYX | Paychex Inc | +0.1% | +13.74% | 加碼 |
| 42 | KLAC | Kla CORP | +0.1% | +641.30% | 加碼 |
| 43 | GTX | Garrett Motion Inc | +0.1% | -12.25% | 減碼 |
| 44 | KN | Knowles CORP | +0.1% | NEW | 新建倉 |
| 45 | TLCI | Touchstone Intl Eqty ETF | 0% | +2.50% | 加碼 |
| 46 | ARCC | Ares Capital CORP | 0% | +13.02% | 加碼 |
| 47 | AMAT | Applied Materials Inc | 0% | -34.33% | 減碼 |
| 48 | LBRT | Liberty Energy Inc | 0% | NEW | 新建倉 |
| 49 | RYN | Rayonier Inc | 0% | NEW | 新建倉 |
| 50 | MXL | Maxlinear Inc | 0% | -78.22% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Tectonic Advisors LLC 在 Q2 2026 季度的美股持倉總市值約為 US$21.6億，共申報了 289 個公開持股部位。
在 Q2 2026 季度，Tectonic Advisors LLC 按市值排列的前三大核心持股分別為：VOO (7.6%)、BOND (7.4%)、IVV (5.2%)。其中最大持股部位 VOO 佔據整體投資組合約 7.6% 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
CWEN
市值: US$1718.2萬
本季最大獲利了結 / 清倉標的
NY4B
前期市值: US$1946.7萬
在 Q2 2026 季度中，Tectonic Advisors LLC 共進行了 199 項持倉異動，包含新建倉 39 個部位、加碼 94 個部位、減碼 49 個部位以及清倉 17 個部位。 其中最大新建倉標的為 CWEN。 本季清倉部位包含 NY4B。
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。