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: 0002039850
申報總市值
US$2.3億
US$2.3億
150 檔
22.7%
Q1 2026 季度申報顯示，Tounjian Advisory Partners, LLC 揭露的美股組合總市值為 US$2.3億，涵蓋 150 個不同之權益投資部位。
在 Q1 2026，Tounjian Advisory Partners, LLC 展現出較為審慎的避險與獲利了結姿態。本季共減碼 90 個部位並完全清倉 7 檔持股，調降曝險的部位數量高於加碼動作。
檢視投資組合結構，前 5 大主力部位（包含 NVDA, AAPL, MSFT）占據了總市值的 22.7%，展現出該機構在 Q1 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 | NVDA | Nvidia CORP | 股票-科技 | 5.21% | -2.20% | -2.14% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.11% | -1.45% | -3.91% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.98% | -1.89% | +0.13% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.54% | -0.16% | -5.47% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.36% | -2.34% | -4.57% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.11% | -1.98% | -7.58% | |
| 7 | AVXC | Avantis Emg Mkt Ex China ETF | ETF-新興市場 | 1.83% | -1.83% | EXIT | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 1.81% | -1.45% | -0.07% | |
| 9 | XOM | Exxon Mobil CORP | 股票-能源 | 1.77% | -1.77% | EXIT | |
| 10 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.66% | -1.30% | -5.89% | |
| 11 | VNLA | Janus Henderson Short Durati | ETF-其他 | 1.60% | -1.60% | -8.24% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.48% | -1.39% | -8.28% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.33% | -1.26% | -5.25% | |
| 14 | PM | Philip Morris International | 股票-非循環性消費 | 1.18% | -1.17% | +0.37% | |
| 15 | MA | Mastercard Inc - A | 股票-金融 | 1.13% | -1.07% | -4.80% | |
| 16 | CSCO | Cisco Systems Inc | 股票-科技 | 1.12% | +0.75% | -4.83% | |
| 17 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.11% | -0.82% | -2.26% | |
| 18 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.10% | -1.07% | -26.64% | |
| 19 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.09% | -1.06% | -10.81% | |
| 20 | AEP | American Electric Power | 股票-公用事業 | 1.05% | -1.04% | -0.46% | |
| 21 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.02% | +0.69% | -7.31% | |
| 22 | TSLA | Tesla Inc | 股票-循環性消費 | 1.02% | +0.99% | -2.95% | |
| 23 | V | Visa Inc-class A Shares | 股票-金融 | 1.01% | -0.98% | -3.17% | |
| 24 | C | Citigroup Inc | 股票-金融 | 1.01% | -0.99% | -1.67% | |
| 25 | NFLX | Netflix Inc | 股票-通訊服務 | 0.95% | +0.58% | +1.34% | |
| 26 | LRCX | Lam Research CORP | 股票-科技 | 0.93% | -0.91% | -5.82% | |
| 27 | AVIG | Avantis Core Fixed Income | ETF-其他 | 0.93% | -0.93% | -3.58% | |
| 28 | WMT | Walmart Inc | 股票-非循環性消費 | 0.88% | +0.95% | -2.61% | |
| 29 | DOV | Dover CORP | 股票-工業 | 0.88% | -0.87% | -4.68% | |
| 30 | SPGI | S&p Global Inc | 股票-金融 | 0.86% | -0.60% | -3.96% | |
| 31 | HD | Home Depot Inc | 股票-循環性消費 | 0.86% | +1.00% | +2.05% | |
| 32 | MU | Micron Technology Inc | 股票-科技 | 0.84% | -0.75% | -17.61% | |
| 33 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.84% | -0.77% | -3.22% | |
| 34 | CSX | Csx CORP | 股票-工業 | 0.83% | -0.81% | -4.69% | |
| 35 | LEN | Lennar Corp-a | 股票-循環性消費 | 0.82% | -0.81% | +2.95% | |
| 36 | CHD | Church & Dwight Co Inc | 股票-非循環性消費 | 0.80% | -0.79% | -4.08% | |
| 37 | BAC | Bank Of America CORP | 股票-金融 | 0.80% | -0.78% | -4.77% | |
| 38 | RTX | Rtx CORP | 股票-工業 | 0.78% | -0.72% | -4.29% | |
| 39 | IHDG | Wisdomtree International Hed | ETF-其他 | 0.78% | -0.78% | EXIT | |
| 40 | SPBO | Ss Spdr P CORP Bond ETF | ETF-投資等級公司債 | 0.77% | -0.77% | -2.81% | |
| 41 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.77% | -0.76% | -3.90% | |
| 42 | PFE | Pfizer Inc | 股票-醫療保健 | 0.77% | -0.76% | +7.43% | |
| 43 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.76% | -0.76% | -1.51% | |
| 44 | VLO | Valero Energy CORP | 股票-能源 | 0.76% | -0.76% | +18.09% | |
| 45 | MS | Morgan Stanley | 股票-金融 | 0.75% | -0.72% | +0.81% | |
| 46 | SKOR | Flexshares Credit-scored US | ETF-其他 | 0.73% | -0.74% | -1.93% | |
| 47 | ADM | Archer-daniels-midland Co | 股票-非循環性消費 | 0.69% | -0.69% | +13.45% | |
| 48 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.68% | -0.67% | -5.05% | |
| 49 | ACN | Accenture plc | 股票-科技 | 0.68% | -0.67% | +2.47% | |
| 50 | GE | General Electric | 股票-工業 | 0.68% | +1.45% | -8.94% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +0.6% | -3.30% | 減碼 |
| 2 | VLO | Valero Energy CORP | +0.4% | +18.09% | 加碼 |
| 3 | LYB | LyondellBasell Industries N.V. | +0.3% | -6.09% | 減碼 |
| 4 | SGOV | Ishares 0-3 Month Treasury B | +0.2% | +80.71% | 加碼 |
| 5 | BG | Bunge Global SA | +0.2% | +13.02% | 加碼 |
| 6 | ADM | Archer-daniels-midland Co | +0.2% | +13.45% | 加碼 |
| 7 | JNJ | Johnson & Johnson | +0.2% | -2.26% | 減碼 |
| 8 | LRCX | Lam Research CORP | +0.2% | -5.82% | 減碼 |
| 9 | PFE | Pfizer Inc | +0.2% | +7.43% | 加碼 |
| 10 | AEP | American Electric Power | +0.2% | -0.46% | 減碼 |
| 11 | VZ | Verizon Communications Inc | +0.1% | -5.05% | 減碼 |
| 12 | CFG | Citizens Financial Group | +0.1% | +15.04% | 加碼 |
| 13 | ETR | Entergy CORP | +0.1% | -4.32% | 減碼 |
| 14 | WMT | Walmart Inc | +0.1% | -2.61% | 減碼 |
| 15 | COST | Costco Wholesale CORP | +0.1% | -7.31% | 減碼 |
| 16 | PM | Philip Morris International | +0.1% | +0.37% | 加碼 |
| 17 | EXC | Exelon CORP | +0.1% | +6.75% | 加碼 |
| 18 | CSX | Csx CORP | +0.1% | -4.69% | 減碼 |
| 19 | CHD | Church & Dwight Co Inc | +0.1% | -4.08% | 減碼 |
| 20 | AVXC | Avantis Emg Mkt Ex China ETF | +0.1% | -6.00% | 減碼 |
| 21 | T | At&t Inc | +0.1% | -0.42% | 減碼 |
| 22 | PNW | Pinnacle West Capital | +0.1% | +7.40% | 加碼 |
| 23 | PFG | Principal Financial Group | +0.1% | +17.82% | 加碼 |
| 24 | D | Dominion Energy Inc | +0.1% | +8.13% | 加碼 |
| 25 | IBM | Intl Business Machines CORP | +0.1% | +44.53% | 加碼 |
| 26 | NFLX | Netflix Inc | +0.1% | +1.34% | 加碼 |
| 27 | NEE | Nextera Energy Inc | +0.1% | +11.38% | 加碼 |
| 28 | OKE | Oneok Inc | +0.1% | -1.14% | 減碼 |
| 29 | FE | Firstenergy CORP | +0.1% | +2.34% | 加碼 |
| 30 | BBY | Best Buy Co Inc | +0.1% | +24.87% | 加碼 |
| 31 | LIN | Linde plc | +0.1% | -3.65% | 減碼 |
| 32 | CMS | Cms Energy CORP | +0.1% | +1.82% | 加碼 |
| 33 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | -4.57% | 減碼 |
| 34 | KEY | Keycorp | +0.1% | +11.54% | 加碼 |
| 35 | DOV | Dover CORP | +0.1% | -4.68% | 減碼 |
| 36 | SWKS | Skyworks Solutions Inc | +0.1% | +37.31% | 加碼 |
| 37 | ES | Eversource Energy | +0.1% | +8.53% | 加碼 |
| 38 | OGE | Oge Energy CORP | +0.1% | -1.71% | 減碼 |
| 39 | MCD | Mcdonald's CORP | +0.1% | +5.84% | 加碼 |
| 40 | WEC | Wec Energy Group Inc | +0.1% | -1.04% | 減碼 |
| 41 | PPL | Ppl CORP | +0.1% | +0.46% | 加碼 |
| 42 | DTE | Dte Energy Company | +0.1% | -3.41% | 減碼 |
| 43 | SRE | Sempra | +0.1% | -3.98% | 減碼 |
| 44 | CVS | Cvs Health CORP | +0.1% | +16.05% | 加碼 |
| 45 | XEL | Xcel Energy Inc | +0.1% | -3.30% | 減碼 |
| 46 | USB | US Bancorp | +0.1% | +5.42% | 加碼 |
| 47 | RTX | Rtx CORP | +0.1% | -4.29% | 減碼 |
| 48 | TROW | T Rowe Price Group Inc | +0.1% | +14.21% | 加碼 |
| 49 | FUTY | Fidelity Msci US Utilities | 0% | +17.27% | 加碼 |
| 50 | FITB | Fifth Third Bancorp | 0% | +7.27% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Tounjian Advisory Partners, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$2.3億，共申報了 150 個公開持股部位。
在 Q1 2026 季度，Tounjian Advisory Partners, LLC 按市值排列的前三大核心持股分別為：NVDA (5.2%)、AAPL (5.1%)、MSFT (4.0%)。其中最大持股部位 NVDA 佔據整體投資組合約 5.2% 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
STX
市值: US$128.2萬
本季最大獲利了結 / 清倉標的
LAZ
前期市值: US$113.8萬
在 Q1 2026 季度中，Tounjian Advisory Partners, LLC 共進行了 155 項持倉異動，包含新建倉 7 個部位、加碼 51 個部位、減碼 90 個部位以及清倉 7 個部位。 其中最大新建倉標的為 STX。 本季清倉部位包含 LAZ。
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。