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: 0001932342
申報總市值
US$4.4億
US$4.4億
153 檔
19.3%
在 Q1 2026 申報期間，Tradewinds, LLC.（CIK: 0001932342）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$4.4億，共持有 153 個公開申報部位。
數據顯示 Tradewinds, LLC. 於 Q1 2026 季度持續回收資金，對 50 個既有部位進行裁減並清倉 79 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，Tradewinds, LLC. 的前 5 大核心持股（包含 NVDA, AAPL, MSFT 等）合計佔整體申報市值的 19.3%，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 | NVDA | Nvidia CORP | 股票-科技 | 7.20% | -2.35% | -11.82% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 6.71% | -1.84% | -4.45% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.82% | -4.82% | EXIT | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.66% | -1.69% | -4.46% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 4.17% | -1.51% | -8.28% | |
| 6 | WMT | Walmart Inc | 股票-非循環性消費 | 3.82% | -1.45% | -6.11% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.57% | -0.94% | -4.94% | |
| 8 | MS | Morgan Stanley | 股票-金融 | 3.13% | -0.52% | -4.78% | |
| 9 | BKR | Baker Hughes Co | 股票-能源 | 2.83% | -1.10% | -7.20% | |
| 10 | DE | Deere & Co | 股票-工業 | 2.77% | -0.48% | -6.44% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.67% | -2.67% | EXIT | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 2.58% | -0.60% | -4.15% | |
| 13 | USFD | US Foods Holding CORP | 股票-非循環性消費 | 2.27% | -0.38% | -7.98% | |
| 14 | HON | Honeywell International Inc | 股票-工業 | 2.23% | -2.23% | EXIT | |
| 15 | CAT | Caterpillar Inc | 股票-工業 | 2.20% | -0.31% | +0.27% | |
| 16 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.18% | -0.04% | +0.36% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.17% | -0.60% | +0.73% | |
| 18 | ITW | Illinois Tool Works | 股票-工業 | 2.11% | -0.37% | -7.28% | |
| 19 | RSG | Republic Services Inc | 股票-工業 | 1.93% | -0.37% | -6.05% | |
| 20 | BLK | Blackrock Inc | 股票-金融 | 1.85% | -1.85% | EXIT | |
| 21 | FCNCA | First Citizens Bcshs -cl A | 股票-金融 | 1.68% | -0.28% | +6.07% | |
| 22 | DASH | Doordash Inc - A | 股票-循環性消費 | 1.59% | -1.43% | -6.69% | |
| 23 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.39% | -0.16% | -1.01% | |
| 24 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.34% | -0.16% | -0.34% | |
| 25 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.16% | -1.16% | EXIT | |
| 26 | DUK | Duke Energy CORP | 股票-公用事業 | 1.09% | -0.25% | +2.12% | |
| 27 | COHR | Coherent CORP | 股票-科技 | 0.92% | -0.92% | EXIT | |
| 28 | AVGO | Broadcom Inc | 股票-科技 | 0.85% | -0.14% | -19.09% | |
| 29 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.74% | -0.02% | +0.01% | |
| 30 | XOM | Exxon Mobil CORP | 股票-能源 | 0.71% | -0.17% | -4.91% | |
| 31 | CIEN | Ciena CORP | 股票-科技 | 0.70% | -0.02% | -18.66% | |
| 32 | CVX | Chevron CORP | 股票-能源 | 0.69% | -0.69% | EXIT | |
| 33 | TFC | Truist Financial CORP | 股票-金融 | 0.67% | -0.67% | EXIT | |
| 34 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.53% | -0.53% | EXIT | |
| 35 | FNB | Fnb CORP | 股票-金融 | 0.51% | -0.51% | EXIT | |
| 36 | RY | Royal Bank Of Canada | 股票-金融 | 0.49% | +0.03% | — | |
| 37 | CSCO | Cisco Systems Inc | 股票-科技 | 0.46% | +0.10% | +1.74% | |
| 38 | BAC | Bank Of America CORP | 股票-金融 | 0.45% | -0.45% | EXIT | |
| 39 | BE | Bloom Energy Corp- A | 股票-工業 | 0.44% | -0.44% | EXIT | |
| 40 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.43% | -0.01% | +2.99% | |
| 41 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.42% | -0.42% | EXIT | |
| 42 | IBM | Intl Business Machines CORP | 股票-科技 | 0.40% | +0.08% | -2.17% | |
| 43 | D | Dominion Energy Inc | 股票-公用事業 | 0.40% | +0.01% | -0.33% | |
| 44 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.38% | +0.02% | +0.17% | |
| 45 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.38% | -0.38% | EXIT | |
| 46 | CSX | Csx CORP | 股票-工業 | 0.38% | +0.03% | +0.00% | |
| 47 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.36% | +0.05% | -1.28% | |
| 48 | SO | Southern Co/the | 股票-公用事業 | 0.36% | -0.36% | EXIT | |
| 49 | AEP | American Electric Power | 股票-公用事業 | 0.35% | +0.03% | +0.87% | |
| 50 | MO | Altria Group Inc | 股票-非循環性消費 | 0.35% | -0.01% | -0.67% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +1.7% | -4.45% | 減碼 |
| 2 | AMZN | Amazon.com Inc | +1.6% | -4.46% | 減碼 |
| 3 | NVDA | Nvidia CORP | +1.5% | -11.82% | 減碼 |
| 4 | GOOG | Alphabet Inc-cl C | +1.4% | -8.28% | 減碼 |
| 5 | BKR | Baker Hughes Co | +1.3% | -7.20% | 減碼 |
| 6 | WMT | Walmart Inc | +1.3% | -6.11% | 減碼 |
| 7 | CAT | Caterpillar Inc | +1.2% | +0.27% | 加碼 |
| 8 | DE | Deere & Co | +1% | -6.44% | 減碼 |
| 9 | GOOGL | Alphabet Inc-cl A | +0.9% | +0.73% | 加碼 |
| 10 | MS | Morgan Stanley | +0.9% | -4.78% | 減碼 |
| 11 | USFD | US Foods Holding CORP | +0.8% | -7.98% | 減碼 |
| 12 | JPM | Jpmorgan Chase & Co | +0.7% | -4.94% | 減碼 |
| 13 | HON | Honeywell International Inc | +0.6% | -6.07% | 減碼 |
| 14 | COHR | Coherent CORP | +0.5% | -9.57% | 減碼 |
| 15 | ITW | Illinois Tool Works | +0.5% | -7.28% | 減碼 |
| 16 | UNH | Unitedhealth Group Inc | +0.5% | -1.01% | 減碼 |
| 17 | V | Visa Inc-class A Shares | +0.5% | -4.15% | 減碼 |
| 18 | JNJ | Johnson & Johnson | +0.4% | -0.34% | 減碼 |
| 19 | CIEN | Ciena CORP | +0.4% | -18.66% | 減碼 |
| 20 | FCNCA | First Citizens Bcshs -cl A | +0.4% | +6.07% | 加碼 |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | +0.4% | -7.45% | 減碼 |
| 22 | LLY | Eli Lilly & Co | +0.4% | +0.36% | 加碼 |
| 23 | BLK | Blackrock Inc | +0.4% | -5.37% | 減碼 |
| 24 | MSFT | Microsoft CORP | +0.4% | -6.21% | 減碼 |
| 25 | RSG | Republic Services Inc | +0.4% | -6.05% | 減碼 |
| 26 | DUK | Duke Energy CORP | +0.4% | +2.12% | 加碼 |
| 27 | PG | Procter & Gamble Co/the | +0.3% | +0.54% | 加碼 |
| 28 | CVX | Chevron CORP | +0.3% | -1.90% | 減碼 |
| 29 | XOM | Exxon Mobil CORP | +0.3% | -4.91% | 減碼 |
| 30 | AVGO | Broadcom Inc | +0.2% | -19.09% | 減碼 |
| 31 | TFC | Truist Financial CORP | +0.2% | +2.14% | 加碼 |
| 32 | MPC | Marathon Petroleum CORP | +0.2% | -1.28% | 減碼 |
| 33 | CSCO | Cisco Systems Inc | +0.2% | +1.74% | 加碼 |
| 34 | INTC | Intel CORP | +0.2% | -1.70% | 減碼 |
| 35 | CSX | Csx CORP | +0.2% | +0.00% | 加碼 |
| 36 | PEP | Pepsico Inc | +0.2% | -3.28% | 減碼 |
| 37 | MO | Altria Group Inc | +0.2% | -0.67% | 減碼 |
| 38 | NEE | Nextera Energy Inc | +0.2% | +1.93% | 加碼 |
| 39 | KO | Coca-cola Co/the | +0.2% | +2.99% | 加碼 |
| 40 | RY | Royal Bank Of Canada | +0.1% | — | 不變 |
| 41 | FNB | Fnb CORP | +0.1% | — | 不變 |
| 42 | MU | Micron Technology Inc | +0.1% | -3.20% | 減碼 |
| 43 | ABBV | Abbvie Inc | +0.1% | +0.01% | 加碼 |
| 44 | AEP | American Electric Power | +0.1% | +0.87% | 加碼 |
| 45 | BNY | Bank Of New York Mellon CORP | +0.1% | +1.71% | 加碼 |
| 46 | D | Dominion Energy Inc | +0.1% | -0.33% | 減碼 |
| 47 | TRV | Travelers Cos Inc/the | +0.1% | — | 不變 |
| 48 | AMAT | Applied Materials Inc | +0.1% | +20.36% | 加碼 |
| 49 | PSX | Phillips 66 | +0.1% | +1.09% | 加碼 |
| 50 | SO | Southern Co/the | +0.1% | +0.19% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Tradewinds, LLC. 在 Q1 2026 季度的美股持倉總市值約為 US$4.4億，共申報了 153 個公開持股部位。
在 Q1 2026 季度，Tradewinds, LLC. 按市值排列的前三大核心持股分別為：NVDA (7.2%)、AAPL (6.7%)、MSFT (4.8%)。其中最大持股部位 NVDA 佔據整體投資組合約 7.2% 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
BE
市值: US$136.1萬
本季最大獲利了結 / 清倉標的
DFIV
前期市值: US$1391.6萬
在 Q1 2026 季度中，Tradewinds, LLC. 共進行了 190 項持倉異動，包含新建倉 18 個部位、加碼 43 個部位、減碼 50 個部位以及清倉 79 個部位。 其中最大新建倉標的為 BE。 本季清倉部位包含 DFIV。
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。