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: 0002044495
申報總市值
US$11.0億
US$11.0億
187 檔
4.9%
在 Q1 2026 申報期間，Three Seasons Wealth, LLC（CIK: 0002044495）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$11.0億，共持有 187 個公開申報部位。
在 Q1 2026 期間，Three Seasons Wealth, LLC 展現了靈活的資產再平衡步調，透過出清 51 檔弱勢或達到目標價部位，將資金轉置於 50 檔新建倉標的之中。
從部位權重觀察，前 5 大標的（包含 SH, GLD, BIL）累計市值佔比達 4.9%，是驅動 Three Seasons Wealth, LLC 該季度整體投資組合績效表現的核心支柱。
| # | 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 | SH | Proshares Short S&p500 | ETF-其他 | 7.83% | -7.83% | EXIT | |
| 2 | GLD | Spdr Gold Shares | ETF-避險與商品 | 4.20% | -3.11% | +6.41% | |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 2.99% | -2.31% | — | |
| 4 | GSST | Goldman Sachs Ultra Short Bo | ETF-避險與商品 | 2.85% | -2.16% | +1909.87% | |
| 5 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 2.77% | -2.11% | — | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.04% | +29.97% | -98.27% | |
| 7 | PNOV | Innovator U.s. Equity Power | ETF-其他 | 1.97% | -1.46% | -3.21% | |
| 8 | IYM | Ishares U.s. Basic Materials | ETF-其他 | 1.95% | -1.00% | -12.84% | |
| 9 | LRCX | Lam Research CORP | 股票-科技 | 1.94% | -1.67% | +12.36% | |
| 10 | IYZ | Ishares US Telecommunication | ETF-其他 | 1.92% | -0.96% | -56.37% | |
| 11 | SDS | Proshares Ultrashort S&p500 | ETF-其他 | 1.90% | -1.90% | EXIT | |
| 12 | IYJ | Ishares U.s. Industrials ETF | ETF-其他 | 1.76% | -1.76% | EXIT | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.69% | -1.24% | -7.06% | |
| 14 | IYE | Ishares U.s. Energy ETF | ETF-其他 | 1.60% | +0.14% | — | |
| 15 | NVDA | Nvidia CORP | 股票-科技 | 1.51% | -0.93% | +50.98% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.48% | -1.10% | -62.72% | |
| 17 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.37% | -0.99% | -3.45% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.35% | -1.10% | -55.39% | |
| 19 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 1.33% | -1.08% | +463.96% | |
| 20 | WBD | Warner Bros Discovery Inc | 股票-通訊服務 | 1.31% | -1.25% | +14.49% | |
| 21 | AAPL | Apple Inc | 股票-科技 | 1.30% | +11.87% | -97.28% | |
| 22 | MSFT | Microsoft CORP | 股票-科技 | 1.21% | +1.74% | -90.33% | |
| 23 | MU | Micron Technology Inc | 股票-科技 | 1.17% | -0.53% | -29.56% | |
| 24 | STX | Seagate Technology Holdings plc | 股票-科技 | 1.16% | -0.84% | -19.08% | |
| 25 | ALB | Albemarle CORP | 股票-原物料 | 1.04% | -1.04% | EXIT | |
| 26 | AMAT | Applied Materials Inc | 股票-科技 | 0.98% | -0.84% | +328.77% | |
| 27 | EXEL | Exelixis Inc | 股票-醫療保健 | 0.97% | -0.82% | +345.60% | |
| 28 | TER | Teradyne Inc | 股票-科技 | 0.93% | -0.86% | +77.59% | |
| 29 | POCT | Innovator U.s. Equity Power | ETF-其他 | 0.93% | -0.69% | -5.04% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.89% | -0.68% | -1.50% | |
| 31 | BNOV | Innovator U.s. Equity Buffer | ETF-其他 | 0.89% | -0.66% | -7.00% | |
| 32 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.85% | -0.85% | EXIT | |
| 33 | V | Visa Inc-class A Shares | 股票-金融 | 0.84% | -0.66% | -4.85% | |
| 34 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.84% | -0.47% | +68.28% | |
| 35 | BND | Vanguard Total Bond Market | ETF-其他 | 0.82% | -0.56% | +17.55% | |
| 36 | AVGO | Broadcom Inc | 股票-科技 | 0.81% | -0.63% | -25.57% | |
| 37 | MA | Mastercard Inc - A | 股票-金融 | 0.77% | -0.59% | -5.97% | |
| 38 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.75% | -0.63% | +43.33% | |
| 39 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.74% | -0.67% | -76.92% | |
| 40 | ANET | Arista Networks Inc | 股票-科技 | 0.72% | -0.38% | +90.63% | |
| 41 | ORCL | Oracle CORP | 股票-科技 | 0.71% | -0.59% | -22.30% | |
| 42 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.67% | -0.47% | -3.76% | |
| 43 | WDC | Western Digital CORP | 股票-科技 | 0.62% | -0.21% | -27.77% | |
| 44 | EXPE | Expedia Group Inc | 股票-循環性消費 | 0.61% | -0.37% | +636.48% | |
| 45 | FYX | First Trust Small Cap Core A | ETF-中小型股 | 0.60% | -0.43% | -6.90% | |
| 46 | QCOM | Qualcomm Inc | 股票-科技 | 0.56% | -0.54% | — | |
| 47 | CRM | Salesforce Inc | 股票-科技 | 0.56% | -0.56% | EXIT | |
| 48 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.55% | -0.41% | -8.95% | |
| 49 | MO | Altria Group Inc | 股票-非循環性消費 | 0.54% | -0.20% | +54.11% | |
| 50 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.54% | -0.34% | +44.81% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GLD | Spdr Gold Shares | +3.3% | +6.41% | 加碼 |
| 2 | GSST | Goldman Sachs Ultra Short Bo | +2.8% | +1909.87% | 加碼 |
| 3 | LRCX | Lam Research CORP | +1.6% | +12.36% | 加碼 |
| 4 | PNOV | Innovator U.s. Equity Power | +1.5% | -3.21% | 減碼 |
| 5 | IJS | Ishares S&p Small-cap 600 Va | +1.3% | +463.96% | 加碼 |
| 6 | NVDA | Nvidia CORP | +1.2% | +50.98% | 加碼 |
| 7 | IVV | Ishares Core S&p 500 ETF | +1.2% | -7.06% | 減碼 |
| 8 | WBD | Warner Bros Discovery Inc | +1% | +14.49% | 加碼 |
| 9 | GOOG | Alphabet Inc-cl C | +1% | -3.45% | 減碼 |
| 10 | IYZ | Ishares US Telecommunication | +1% | -56.37% | 減碼 |
| 11 | ALB | Albemarle CORP | +1% | +146.20% | 加碼 |
| 12 | AMAT | Applied Materials Inc | +0.9% | +328.77% | 加碼 |
| 13 | EXEL | Exelixis Inc | +0.9% | +345.60% | 加碼 |
| 14 | STX | Seagate Technology Holdings plc | +0.9% | -19.08% | 減碼 |
| 15 | TER | Teradyne Inc | +0.8% | +77.59% | 加碼 |
| 16 | MU | Micron Technology Inc | +0.8% | -29.56% | 減碼 |
| 17 | POCT | Innovator U.s. Equity Power | +0.7% | -5.04% | 減碼 |
| 18 | SHOP | Shopify Inc - Class A | +0.7% | +68.28% | 加碼 |
| 19 | BND | Vanguard Total Bond Market | +0.7% | +17.55% | 加碼 |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | +0.7% | -1.50% | 減碼 |
| 21 | BNOV | Innovator U.s. Equity Buffer | +0.6% | -7.00% | 減碼 |
| 22 | ANET | Arista Networks Inc | +0.6% | +90.63% | 加碼 |
| 23 | GOOGL | Alphabet Inc-cl A | +0.6% | +43.33% | 加碼 |
| 24 | IWM | Ishares Russell 2000 ETF | +0.6% | -55.39% | 減碼 |
| 25 | EXPE | Expedia Group Inc | +0.6% | +636.48% | 加碼 |
| 26 | V | Visa Inc-class A Shares | +0.6% | -4.85% | 減碼 |
| 27 | MA | Mastercard Inc - A | +0.5% | -5.97% | 減碼 |
| 28 | CRM | Salesforce Inc | +0.5% | +625.77% | 加碼 |
| 29 | AVGO | Broadcom Inc | +0.5% | -25.57% | 減碼 |
| 30 | WDC | Western Digital CORP | +0.5% | -27.77% | 減碼 |
| 31 | LLY | Eli Lilly & Co | +0.5% | -3.76% | 減碼 |
| 32 | MO | Altria Group Inc | +0.5% | +54.11% | 加碼 |
| 33 | BMY | Bristol-myers Squibb Co | +0.5% | +44.81% | 加碼 |
| 34 | QQQ | Invesco Qqq Trust Series 1 | +0.4% | -62.72% | 減碼 |
| 35 | ORCL | Oracle CORP | +0.4% | -22.30% | 減碼 |
| 36 | NOW | Servicenow Inc | +0.4% | +74.95% | 加碼 |
| 37 | IJH | Ishares Core S&p Midcap ETF | +0.4% | -8.95% | 減碼 |
| 38 | CHRW | C.h. Robinson Worldwide Inc | +0.4% | +93.15% | 加碼 |
| 39 | EEM | Ishares Msci Emerging Market | +0.4% | +14.25% | 加碼 |
| 40 | FXL | First Trust Technology Alpha | +0.4% | -0.33% | 減碼 |
| 41 | CSGP | Costar Group Inc | +0.4% | +242.20% | 加碼 |
| 42 | MPWR | Monolithic Power Systems Inc | +0.4% | +225.56% | 加碼 |
| 43 | SFM | Sprouts Farmers Market Inc | +0.4% | +106.75% | 加碼 |
| 44 | CAT | Caterpillar Inc | +0.3% | +24.79% | 加碼 |
| 45 | SNPS | Synopsys Inc | +0.3% | +63.42% | 加碼 |
| 46 | CAH | Cardinal Health Inc | +0.3% | +160.26% | 加碼 |
| 47 | HQY | Healthequity Inc | +0.3% | +116.74% | 加碼 |
| 48 | LNTH | Lantheus Holdings Inc | +0.3% | +40.54% | 加碼 |
| 49 | PCRX | Pacira Biosciences Inc | +0.3% | +87.88% | 加碼 |
| 50 | CVX | Chevron CORP | +0.3% | +3.23% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Three Seasons Wealth, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$11.0億，共申報了 187 個公開持股部位。
在 Q1 2026 季度，Three Seasons Wealth, LLC 按市值排列的前三大核心持股分別為：SH (7.8%)、GLD (4.2%)、BIL (3.0%)。其中最大持股部位 SH 佔據整體投資組合約 7.8% 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
SH
市值: US$2050.7萬
本季最大獲利了結 / 清倉標的
IYH
前期市值: US$939.5萬
在 Q1 2026 季度中，Three Seasons Wealth, LLC 共進行了 196 項持倉異動，包含新建倉 50 個部位、加碼 47 個部位、減碼 48 個部位以及清倉 51 個部位。 其中最大新建倉標的為 SH。 本季清倉部位包含 IYH。
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。