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: 0001502149
申報總市值
US$11.8億
US$11.8億
1940 檔
14.8%
Q1 2026 季度申報顯示，Transamerica Financial Advisors, LLC 揭露的美股組合總市值為 US$11.8億，涵蓋 1940 個不同之權益投資部位。
Transamerica Financial Advisors, LLC 在 Q1 2026 進行了結構性的板塊輪動與部位換股。在開立 7 個全新部位及加碼 93 檔持股的同時，亦同步清倉 3 檔並減碼 97 檔標的。
整體而言，Transamerica Financial Advisors, LLC 的前 5 大持股（包含 VV, QQQ, BND）貢獻了組合市值的 14.8%，形成該機構在 Q1 2026 季度的基本面基石。
僅顯示前 200 大持股（共 1940 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 | VV | Vanguard Large-cap ETF | ETF-其他 | 5.52% | +0.14% | -7.35% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.69% | -2.53% | -10.31% | |
| 3 | BND | Vanguard Total Bond Market | ETF-其他 | 2.39% | -0.14% | -6.54% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 2.33% | +0.54% | +0.86% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.94% | +0.04% | -3.03% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.65% | +0.07% | -8.83% | |
| 7 | GEV | GE Vernova Inc | 股票-工業 | 1.62% | -0.15% | -3.13% | |
| 8 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 1.60% | -0.02% | -10.19% | |
| 9 | AVGO | Broadcom Inc | 股票-科技 | 1.57% | +0.36% | -2.23% | |
| 10 | AAPL | Apple Inc | 股票-科技 | 1.51% | -0.70% | +12.41% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.40% | +0.05% | -9.23% | |
| 12 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 1.34% | +0.05% | -10.58% | |
| 13 | PXI | Invesco Dorsey Wright Energy | ETF-其他 | 1.32% | -0.23% | +81578.93% | |
| 14 | APH | Amphenol Corp-cl A | 股票-科技 | 1.18% | -0.98% | -5.29% | |
| 15 | PRN | Invesco Dorsey Wright Indus | ETF-其他 | 1.17% | +0.24% | -30.67% | |
| 16 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.17% | +0.13% | +13.88% | |
| 17 | PTF | Invesco Dorsey Wright Tech | ETF-科技型 | 1.16% | +0.14% | -19.08% | |
| 18 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-其他 | 1.13% | -0.03% | -8.72% | |
| 19 | PYZ | Invesco Dorsey Wright Basic | ETF-其他 | 1.12% | -1.11% | -7.20% | |
| 20 | HWM | Howmet Aerospace Inc | 股票-工業 | 1.08% | +0.01% | +78.38% | |
| 21 | FIX | Comfort Systems USA Inc | 股票-工業 | 1.03% | -0.13% | -5.36% | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.01% | +0.27% | +1.51% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.00% | +0.36% | +5.72% | |
| 24 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.95% | — | -0.99% | |
| 25 | MSFT | Microsoft CORP | 股票-科技 | 0.93% | +0.30% | +5.13% | |
| 26 | EME | Emcor Group Inc | 股票-工業 | 0.91% | +0.10% | -3.52% | |
| 27 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.84% | -0.63% | +3.70% | |
| 28 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.79% | -0.29% | +7.51% | |
| 29 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 0.78% | +0.07% | -7.30% | |
| 30 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.78% | +0.02% | +1.62% | |
| 31 | CRS | Carpenter Technology | 股票-工業 | 0.78% | +0.39% | -5.43% | |
| 32 | FTI | TechnipFMC plc | 股票-能源 | 0.77% | -0.06% | +5.16% | |
| 33 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 0.68% | +0.08% | -9.80% | |
| 34 | GLDM | Spdr Gold Minishares Trust | ETF-避險與商品 | 0.67% | -0.65% | -1.57% | |
| 35 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.65% | +0.01% | +4.34% | |
| 36 | NEM | Newmont CORP | 股票-原物料 | 0.65% | -0.63% | -7.01% | |
| 37 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.65% | -0.13% | -7.08% | |
| 38 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.64% | -0.04% | -6.46% | |
| 39 | IBKR | Interactive Brokers Gro-cl A | 股票-金融 | 0.62% | +0.26% | +9456.02% | |
| 40 | ANET | Arista Networks Inc | 股票-科技 | 0.61% | -0.55% | -6.49% | |
| 41 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 0.61% | -0.06% | +98.98% | |
| 42 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.59% | -0.24% | -3.30% | |
| 43 | WFC | Wells Fargo & Co | 股票-金融 | 0.59% | -0.48% | -4.32% | |
| 44 | VOT | Vanguard Mid-cap Growth ETF | ETF-其他 | 0.57% | +0.05% | -10.79% | |
| 45 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.57% | -0.07% | +5.98% | |
| 46 | ENSG | Ensign Group Inc/the | 股票-醫療保健 | 0.57% | -0.57% | +4.58% | |
| 47 | TPR | Tapestry Inc | 股票-循環性消費 | 0.56% | — | +4854.94% | |
| 48 | CAH | Cardinal Health Inc | 股票-醫療保健 | 0.55% | +0.06% | +1558.74% | |
| 49 | ETN | Eaton Corporation plc | 股票-工業 | 0.51% | -0.07% | -6.74% | |
| 50 | CNX | Cnx Resources CORP | 股票-能源 | 0.51% | -0.50% | +4.67% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | PXI | Invesco Dorsey Wright Energy | +1.3% | +81578.93% | 加碼 |
| 2 | IBKR | Interactive Brokers Gro-cl A | +0.6% | +9456.02% | 加碼 |
| 3 | TPR | Tapestry Inc | +0.6% | +4854.94% | 加碼 |
| 4 | HWM | Howmet Aerospace Inc | +0.6% | +78.38% | 加碼 |
| 5 | CAH | Cardinal Health Inc | +0.5% | +1558.74% | 加碼 |
| 6 | ELAN | Elanco Animal Health Inc | +0.5% | +2341570.00% | 加碼 |
| 7 | GEV | GE Vernova Inc | +0.4% | -3.13% | 減碼 |
| 8 | HLT | Hilton Worldwide Holdings In | +0.4% | +21734.92% | 加碼 |
| 9 | ASML | ASML Holding N.V. | +0.3% | +1169.01% | 加碼 |
| 10 | SPTI | Ss Spdr P Int Term Tsy ETF | +0.3% | +98.98% | 加碼 |
| 11 | FTI | TechnipFMC plc | +0.3% | +5.16% | 加碼 |
| 12 | FIX | Comfort Systems USA Inc | +0.3% | -5.36% | 減碼 |
| 13 | LLY | Eli Lilly & Co | +0.3% | +292.93% | 加碼 |
| 14 | SHY | Ishares 1-3 Year Treasury Bo | +0.2% | +915.69% | 加碼 |
| 15 | MDB | Mongodb Inc | +0.2% | +1110.78% | 加碼 |
| 16 | CGMU | Cap Group Municipal Income | +0.2% | +122.24% | 加碼 |
| 17 | EME | Emcor Group Inc | +0.1% | -3.52% | 減碼 |
| 18 | CRS | Carpenter Technology | +0.1% | -5.43% | 減碼 |
| 19 | CGHM | Cap Group Muni High-income | +0.1% | +122.91% | 加碼 |
| 20 | FTXR | First Trust Nasdaq Transport | +0.1% | +30826.50% | 加碼 |
| 21 | FXN | First Trust Energy Alphadex | +0.1% | +228184.62% | 加碼 |
| 22 | CGSM | Cap Group Short Muni Income | +0.1% | +116.83% | 加碼 |
| 23 | TOTL | Ss Doubleline Tr Tact ETF | +0.1% | +29.62% | 加碼 |
| 24 | COST | Costco Wholesale CORP | +0.1% | +5.98% | 加碼 |
| 25 | ENSG | Ensign Group Inc/the | +0.1% | +4.58% | 加碼 |
| 26 | USB | US Bancorp | +0.1% | +208.23% | 加碼 |
| 27 | XLB | Ss Materials Select Sector | +0.1% | +68967.65% | 加碼 |
| 28 | VTV | Vanguard Value ETF | +0.1% | +95.36% | 加碼 |
| 29 | VUG | Vanguard Growth ETF | +0.1% | +86.10% | 加碼 |
| 30 | AAPL | Apple Inc | +0.1% | +12.41% | 加碼 |
| 31 | CGDV | Cap Group Dividend Value | +0.1% | +103.90% | 加碼 |
| 32 | XLK | Ss Technology Select Sector | +0.1% | +13.88% | 加碼 |
| 33 | EFAV | Ishares Msci Eafe Min Vol Fa | +0.1% | +20.85% | 加碼 |
| 34 | XLE | Ss Energy Select Sector | +0.1% | -5.53% | 減碼 |
| 35 | FNX | First Trust Mid Cap Core Alp | +0.1% | +9139.39% | 加碼 |
| 36 | CGGE | Cap Group Global Eq | +0.1% | +118.65% | 加碼 |
| 37 | EEMV | Ishares Msci Emg Mkt Min Vol | +0.1% | +179.39% | 加碼 |
| 38 | CGUS | Cap Group Core Equity | +0.1% | +100.48% | 加碼 |
| 39 | KR | Kroger Co | +0.1% | +263.88% | 加碼 |
| 40 | AMGN | Amgen Inc | +0.1% | +303.57% | 加碼 |
| 41 | MCHP | Microchip Technology Inc | +0.1% | +2497.92% | 加碼 |
| 42 | BSV | Vanguard Short-term Bond ETF | +0.1% | +119.21% | 加碼 |
| 43 | DGX | Quest Diagnostics Inc | +0.1% | +534.70% | 加碼 |
| 44 | XOM | Exxon Mobil CORP | +0.1% | -1.14% | 減碼 |
| 45 | CWB | Ss Spdr Bb Conv Sec ETF | +0.1% | +21.02% | 加碼 |
| 46 | CVX | Chevron CORP | +0.1% | +7.40% | 加碼 |
| 47 | COP | Conocophillips | +0.1% | +2.95% | 加碼 |
| 48 | WMB | Williams Cos Inc | +0.1% | -6.51% | 減碼 |
| 49 | GLDM | Spdr Gold Minishares Trust | +0.1% | -1.57% | 減碼 |
| 50 | GOVT | Ishares US Treasury Bond ETF | +0.1% | +574.74% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Transamerica Financial Advisors, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$11.8億，共申報了 1940 個公開持股部位。
在 Q1 2026 季度，Transamerica Financial Advisors, LLC 按市值排列的前三大核心持股分別為：VV (5.5%)、QQQ (2.7%)、BND (2.4%)。其中最大持股部位 VV 佔據整體投資組合約 5.5% 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
FBT
市值: US$146.2萬
本季最大獲利了結 / 清倉標的
OEF
前期市值: US$127.0萬
在 Q1 2026 季度中，Transamerica Financial Advisors, LLC 共進行了 200 項持倉異動，包含新建倉 7 個部位、加碼 93 個部位、減碼 97 個部位以及清倉 3 個部位。 其中最大新建倉標的為 FBT。 本季清倉部位包含 OEF。
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。