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: 0002111931
申報總市值
US$3.3億
US$3.3億
177 檔
25.4%
根據最新整理的 13F 季度數據集，TMB Capital Partners, LLC 於 Q2 2026 結束時的管理資產規模為 US$3.3億。該機構在本季度申報了 177 檔美股持倉，呈現出該時期的主要投資地圖。
Q2 2026 的申報記錄反映 TMB Capital Partners, LLC 的板塊替換策略：機構本季推動了 84 筆增持與 78 筆減持，籌碼呈現明顯的結構重組。
檢視投資組合結構，前 5 大主力部位（包含 VOO, VEA, WMT）占據了總市值的 25.4%，展現出該機構在 Q2 2026 的重點資金聚焦與風險分佈特徵。
| # | 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 | 8.31% | +0.16% | +2.32% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 5.34% | — | +1.22% | |
| 3 | WMT | Walmart Inc | 股票-非循環性消費 | 4.88% | -0.52% | -1.32% | |
| 4 | EXE | Expand Energy CORP | 股票-能源 | 4.34% | -4.34% | EXIT | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 3.20% | -0.32% | -0.72% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 3.11% | +0.08% | +2.64% | |
| 7 | TPL | Texas Pacific Land CORP | 股票-能源 | 2.80% | -0.76% | -8.85% | |
| 8 | VTV | Vanguard Value ETF | ETF-其他 | 2.77% | -0.05% | +5.31% | |
| 9 | AAPL | Apple Inc | 股票-科技 | 2.75% | +0.32% | -3.22% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.14% | -0.08% | -1.61% | |
| 11 | AVGO | Broadcom Inc | 股票-科技 | 2.05% | -0.24% | -2.94% | |
| 12 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.91% | -0.17% | -0.02% | |
| 13 | GNR | State Street Spdr S&p Global | ETF-其他 | 1.47% | +0.17% | +3.79% | |
| 14 | ADI | Analog Devices Inc | 股票-科技 | 1.46% | -0.03% | -6.88% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.33% | +0.45% | -2.36% | |
| 16 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.28% | +0.03% | +0.16% | |
| 17 | ETR | Entergy CORP | 股票-公用事業 | 1.26% | -0.19% | +0.36% | |
| 18 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 1.23% | -0.02% | +6.60% | |
| 19 | ETN | Eaton Corporation plc | 股票-工業 | 1.20% | -0.06% | -3.89% | |
| 20 | HD | Home Depot Inc | 股票-循環性消費 | 1.17% | -0.24% | -0.70% | |
| 21 | MSI | Motorola Solutions Inc | 股票-科技 | 1.17% | +0.03% | -7.44% | |
| 22 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.10% | -0.04% | +5.16% | |
| 23 | MPC | Marathon Petroleum CORP | 股票-能源 | 1.05% | +0.45% | -3.38% | |
| 24 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.03% | +0.03% | -2.99% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.91% | — | -0.61% | |
| 26 | ARE | Alexandria Real Estate Equit | 股票-房地產 | 0.90% | -0.46% | -48.61% | |
| 27 | VUG | Vanguard Growth ETF | ETF-其他 | 0.90% | +0.08% | +527.01% | |
| 28 | WPM | Wheaton Precious Metals CORP | 股票-原物料 | 0.89% | +0.15% | — | |
| 29 | SII | Sprott Inc | 股票-其他 | 0.88% | +0.03% | -0.04% | |
| 30 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.87% | -0.16% | +6.13% | |
| 31 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.86% | +0.02% | — | |
| 32 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.83% | -0.02% | -6.37% | |
| 33 | RF | Regions Financial CORP | 股票-金融 | 0.81% | -0.13% | -0.75% | |
| 34 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.72% | -0.13% | -0.56% | |
| 35 | CB | Chubb Limited | 股票-金融 | 0.71% | -0.04% | -3.65% | |
| 36 | SDOG | Alps Sector Dividend Dogs | ETF-其他 | 0.70% | -0.03% | -0.36% | |
| 37 | CAT | Caterpillar Inc | 股票-工業 | 0.69% | -0.20% | -2.44% | |
| 38 | IBM | Intl Business Machines CORP | 股票-科技 | 0.69% | -0.16% | +13.01% | |
| 39 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.68% | +0.08% | +13.03% | |
| 40 | CMI | Cummins Inc | 股票-工業 | 0.68% | -0.19% | +4.01% | |
| 41 | XOM | Exxon Mobil CORP | 股票-能源 | 0.62% | -0.62% | EXIT | |
| 42 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 0.62% | -0.04% | +19.86% | |
| 43 | HOMB | Home Bancshares Inc | 股票-金融 | 0.59% | -0.05% | +0.02% | |
| 44 | O | Realty Income CORP | 股票-房地產 | 0.57% | -0.06% | +1.37% | |
| 45 | DRI | Darden Restaurants Inc | 股票-循環性消費 | 0.56% | -0.04% | -1.04% | |
| 46 | CME | Cme Group Inc | 股票-金融 | 0.54% | +0.09% | -5.81% | |
| 47 | SCI | Service CORP International | 股票-循環性消費 | 0.53% | — | — | |
| 48 | OZK | Bank Ozk | 股票-金融 | 0.53% | -0.07% | +0.00% | |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.53% | -0.08% | -1.70% | |
| 50 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.53% | -0.03% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | EXE | Expand Energy CORP | +4.3% | NEW | 新建倉 |
| 2 | VOO | Vanguard S&p 500 ETF | +0.7% | +2.32% | 加碼 |
| 3 | SCI | Service CORP International | +0.5% | NEW | 新建倉 |
| 4 | EQIX | Equinix Inc | +0.4% | NEW | 新建倉 |
| 5 | ✓ | +0.4% | NEW | 新建倉 | |
| 6 | UNH | Unitedhealth Group Inc | +0.3% | +6.13% | 加碼 |
| 7 | IJR | Ishares Core S&p Small-cap E | +0.3% | -0.72% | 減碼 |
| 8 | VEA | Vanguard Ftse Developed ETF | +0.2% | +1.22% | 加碼 |
| 9 | VTV | Vanguard Value ETF | +0.2% | +5.31% | 加碼 |
| 10 | AVGO | Broadcom Inc | +0.2% | -2.94% | 減碼 |
| 11 | INTC | Intel CORP | +0.2% | -20.35% | 減碼 |
| 12 | SCHM | Schwab US Mid Cap ETF | +0.2% | -0.02% | 減碼 |
| 13 | CAT | Caterpillar Inc | +0.2% | -2.44% | 減碼 |
| 14 | VWO | Vanguard Ftse Emerging Marke | +0.2% | +2.64% | 加碼 |
| 15 | CMI | Cummins Inc | +0.2% | +4.01% | 加碼 |
| 16 | ADBE | Adobe Inc | +0.1% | NEW | 新建倉 |
| 17 | VUG | Vanguard Growth ETF | +0.1% | +527.01% | 加碼 |
| 18 | IBM | Intl Business Machines CORP | +0.1% | +13.01% | 加碼 |
| 19 | LRCX | Lam Research CORP | +0.1% | -10.62% | 減碼 |
| 20 | MU | Micron Technology Inc | +0.1% | -33.10% | 減碼 |
| 21 | ADI | Analog Devices Inc | +0.1% | -6.88% | 減碼 |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +31.10% | 加碼 |
| 23 | DELL | Dell Technologies -c | +0.1% | -6.56% | 減碼 |
| 24 | TFPM | Triple Flag Precious Met | +0.1% | NEW | 新建倉 |
| 25 | AAPL | Apple Inc | +0.1% | -3.22% | 減碼 |
| 26 | ETN | Eaton Corporation plc | +0.1% | -3.89% | 減碼 |
| 27 | CSCO | Cisco Systems Inc | +0.1% | -4.88% | 減碼 |
| 28 | PCT | Purecycle Technologies Inc | +0.1% | -7.01% | 減碼 |
| 29 | SLV | Ishares Silver Trust | +0.1% | NEW | 新建倉 |
| 30 | AMAT | Applied Materials Inc | +0.1% | NEW | 新建倉 |
| 31 | AVUV | Avantis US Small Cap Value | +0.1% | NEW | 新建倉 |
| 32 | CIEN | Ciena CORP | +0.1% | NEW | 新建倉 |
| 33 | NUE | Nucor CORP | +0.1% | NEW | 新建倉 |
| 34 | VNQ | Vanguard Real Estate ETF | +0.1% | +5.16% | 加碼 |
| 35 | SPAB | Ss Spdr P Agg Bond ETF | +0.1% | +19.86% | 加碼 |
| 36 | IWM | Ishares Russell 2000 ETF | +0.1% | +0.04% | 加碼 |
| 37 | GD | General Dynamics CORP | +0.1% | NEW | 新建倉 |
| 38 | CVS | Cvs Health CORP | +0.1% | NEW | 新建倉 |
| 39 | AMD | Advanced Micro Devices | +0.1% | -31.23% | 減碼 |
| 40 | DE | Deere & Co | +0.1% | NEW | 新建倉 |
| 41 | IVV | Ishares Core S&p 500 ETF | +0.1% | -0.61% | 減碼 |
| 42 | AMZN | Amazon.com Inc | +0.1% | — | 不變 |
| 43 | RF | Regions Financial CORP | +0.1% | -0.75% | 減碼 |
| 44 | GE | General Electric | +0.1% | — | 不變 |
| 45 | CNC | Centene CORP | +0.1% | -12.12% | 減碼 |
| 46 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -2.35% | 減碼 |
| 47 | MO | Altria Group Inc | +0.1% | +44.70% | 加碼 |
| 48 | ABBV | Abbvie Inc | 0% | -2.99% | 減碼 |
| 49 | USIG | Ishares Broad Usd Investment | 0% | +18.13% | 加碼 |
| 50 | GEV | GE Vernova Inc | 0% | -1.21% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，TMB Capital Partners, LLC 在 Q2 2026 季度的美股持倉總市值約為 US$3.3億，共申報了 177 個公開持股部位。
在 Q2 2026 季度，TMB Capital Partners, LLC 按市值排列的前三大核心持股分別為：VOO (8.3%)、VEA (5.3%)、WMT (4.9%)。其中最大持股部位 VOO 佔據整體投資組合約 8.3% 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
EXE
市值: US$1391.5萬
本季最大獲利了結 / 清倉標的
NXRT
前期市值: US$861.8萬
在 Q2 2026 季度中，TMB Capital Partners, LLC 共進行了 162 項持倉異動，包含新建倉 14 個部位、加碼 70 個部位、減碼 65 個部位以及清倉 13 個部位。 其中最大新建倉標的為 EXE。 本季清倉部位包含 NXRT。
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。