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: 0002094435
申報總市值
US$3.3億
US$3.3億
262 檔
17.3%
在 Q2 2026 申報期間，Tred Avon Family Wealth, LLC（CIK: 0002094435）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$3.3億，共持有 262 個公開申報部位。
從 Q2 2026 申報觀察，Tred Avon Family Wealth, LLC 採取防禦導向的調倉策略，本季減碼 82 檔個股並出清 18 檔部位，顯示機構在該時期進行風險控制與流動性回收。
從部位權重觀察，前 5 大標的（包含 BAC, IVV, AAPL）累計市值佔比達 17.3%，是驅動 Tred Avon Family Wealth, LLC 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 262 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 | BAC | Bank Of America CORP | 股票-金融 | 5.00% | -0.26% | — | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 3.71% | +0.30% | +0.48% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.51% | +0.45% | -0.63% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.86% | +0.98% | -0.48% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.32% | +0.05% | -1.31% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.19% | -0.14% | -1.99% | |
| 7 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.01% | -0.07% | -12.60% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 1.79% | +0.19% | -2.85% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.76% | +0.91% | +10.97% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.51% | -0.06% | -0.49% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.43% | +0.36% | -4.42% | |
| 12 | AVGO | Broadcom Inc | 股票-科技 | 1.42% | -0.11% | +0.07% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.42% | -0.14% | -3.08% | |
| 14 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.31% | +0.02% | -0.60% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.25% | +0.07% | +0.01% | |
| 16 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.21% | -0.06% | -0.18% | |
| 17 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.05% | +0.09% | +3.52% | |
| 18 | XOM | Exxon Mobil CORP | 股票-能源 | 1.00% | -1.00% | EXIT | |
| 19 | GBDC | Golub Capital Bdc Inc | 股票-金融 | 0.99% | -0.74% | +1.53% | |
| 20 | V | Visa Inc-class A Shares | 股票-金融 | 0.94% | +0.04% | -0.19% | |
| 21 | OMAH | Vistashares Trg 15 Berkshire | ETF-其他 | 0.90% | -0.90% | EXIT | |
| 22 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.84% | -0.12% | — | |
| 23 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.84% | +0.23% | +2.86% | |
| 24 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.82% | +0.02% | +0.47% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.81% | -0.01% | -2.62% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.76% | — | — | |
| 27 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 0.71% | +0.05% | +1.28% | |
| 28 | CSCO | Cisco Systems Inc | 股票-科技 | 0.71% | -0.08% | -7.04% | |
| 29 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.70% | +0.17% | +1.15% | |
| 30 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.69% | -0.12% | -0.11% | |
| 31 | ETN | Eaton Corporation plc | 股票-工業 | 0.67% | -0.15% | -9.18% | |
| 32 | BAFE | Brown Flex Equity ETF | ETF-其他 | 0.63% | — | -9.42% | |
| 33 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.63% | +0.23% | +10.27% | |
| 34 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.62% | +0.02% | +3.03% | |
| 35 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.59% | -0.04% | +0.00% | |
| 36 | WMT | Walmart Inc | 股票-非循環性消費 | 0.58% | -0.06% | -0.33% | |
| 37 | DELL | Dell Technologies -c | 股票-科技 | 0.55% | +0.13% | -7.13% | |
| 38 | TT | Trane Technologies plc | 股票-工業 | 0.55% | -0.05% | — | |
| 39 | RSG | Republic Services Inc | 股票-工業 | 0.54% | -0.03% | -0.51% | |
| 40 | APH | Amphenol Corp-cl A | 股票-科技 | 0.53% | -0.03% | +0.01% | |
| 41 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.53% | -0.01% | -1.88% | |
| 42 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.49% | -0.08% | -0.75% | |
| 43 | BASG | Brown Adviso Sustain Gro ETF | ETF-其他 | 0.49% | +0.03% | -1.27% | |
| 44 | BX | Blackstone Inc | 股票-金融 | 0.49% | -0.03% | -0.32% | |
| 45 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.47% | -0.02% | -0.30% | |
| 46 | PM | Philip Morris International | 股票-非循環性消費 | 0.47% | +0.02% | — | |
| 47 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.47% | -0.04% | -0.78% | |
| 48 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.47% | -0.04% | -25.43% | |
| 49 | ACGL | Arch Capital Group Ltd. | 股票-金融 | 0.46% | -0.04% | — | |
| 50 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.46% | -0.06% | -0.05% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | OMAH | Vistashares Trg 15 Berkshire | +0.7% | +297.50% | 加碼 |
| 2 | PANW | Palo Alto Networks Inc | +0.6% | -0.60% | 減碼 |
| 3 | BAC | Bank Of America CORP | +0.4% | — | 不變 |
| 4 | DELL | Dell Technologies -c | +0.3% | -7.13% | 減碼 |
| 5 | CMCSA | Comcast Corp-class A | +0.3% | NEW | 新建倉 |
| 6 | CWEN | Clearway Energy Inc-c | +0.3% | NEW | 新建倉 |
| 7 | IVV | Ishares Core S&p 500 ETF | +0.2% | +0.48% | 加碼 |
| 8 | GOOG | Alphabet Inc-cl C | +0.2% | -1.99% | 減碼 |
| 9 | INTC | Intel CORP | +0.2% | -17.58% | 減碼 |
| 10 | MU | Micron Technology Inc | +0.2% | +1.24% | 加碼 |
| 11 | ✓ | +0.2% | NEW | 新建倉 | |
| 12 | LLY | Eli Lilly & Co | +0.2% | -0.18% | 減碼 |
| 13 | ✓ | +0.2% | NEW | 新建倉 | |
| 14 | KVUE | Kenvue Inc | +0.2% | NEW | 新建倉 |
| 15 | AVGO | Broadcom Inc | +0.2% | +0.07% | 加碼 |
| 16 | CSCO | Cisco Systems Inc | +0.2% | -7.04% | 減碼 |
| 17 | AAPL | Apple Inc | +0.2% | -0.63% | 減碼 |
| 18 | MRP | Millrose Properties | +0.2% | +69.53% | 加碼 |
| 19 | GOOGL | Alphabet Inc-cl A | +0.1% | -3.08% | 減碼 |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +10.97% | 加碼 |
| 21 | FLEX | Flex Ltd. | +0.1% | +0.53% | 加碼 |
| 22 | SMMD | Ishares Russell 2500 ETF | +0.1% | NEW | 新建倉 |
| 23 | APH | Amphenol Corp-cl A | +0.1% | +0.01% | 加碼 |
| 24 | SNDK | Sandisk CORP | +0.1% | NEW | 新建倉 |
| 25 | APTV | Aptiv PLC | +0.1% | NEW | 新建倉 |
| 26 | AMZN | Amazon.com Inc | +0.1% | -1.31% | 減碼 |
| 27 | GILD | Gilead Sciences Inc | +0.1% | +83.61% | 加碼 |
| 28 | WDC | Western Digital CORP | +0.1% | NEW | 新建倉 |
| 29 | TXN | Texas Instruments Inc | +0.1% | +0.67% | 加碼 |
| 30 | ASML | ASML Holding N.V. | +0.1% | — | 不變 |
| 31 | AMD | Advanced Micro Devices | +0.1% | NEW | 新建倉 |
| 32 | FISV | Fiserv Inc | +0.1% | NEW | 新建倉 |
| 33 | SWK | Stanley Black & Decker Inc | +0.1% | +0.52% | 加碼 |
| 34 | RHP | Ryman Hospitality Properties | +0.1% | -1.17% | 減碼 |
| 35 | UL | Unilever Plc-sponsored Adr | +0.1% | +35.03% | 加碼 |
| 36 | LUV | Southwest Airlines Co | +0.1% | NEW | 新建倉 |
| 37 | ✓ | +0.1% | NEW | 新建倉 | |
| 38 | VEA | Vanguard Ftse Developed ETF | +0.1% | NEW | 新建倉 |
| 39 | AMAT | Applied Materials Inc | +0.1% | — | 不變 |
| 40 | UNH | Unitedhealth Group Inc | +0.1% | +1.77% | 加碼 |
| 41 | CAT | Caterpillar Inc | +0.1% | NEW | 新建倉 |
| 42 | PWR | Quanta Services Inc | +0.1% | NEW | 新建倉 |
| 43 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +3.52% | 加碼 |
| 44 | ABBV | Abbvie Inc | +0.1% | +0.47% | 加碼 |
| 45 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -1.83% | 減碼 |
| 46 | AMT | American Tower CORP | +0.1% | +56.39% | 加碼 |
| 47 | MTRN | Materion CORP | +0.1% | -26.84% | 減碼 |
| 48 | GEV | GE Vernova Inc | +0.1% | NEW | 新建倉 |
| 49 | HDV | Ishares Core High Dividend E | +0.1% | NEW | 新建倉 |
| 50 | ILCG | Ishares Morningstar Growth E | +0.1% | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Tred Avon Family Wealth, LLC 在 Q2 2026 季度的美股持倉總市值約為 US$3.3億，共申報了 262 個公開持股部位。
在 Q2 2026 季度，Tred Avon Family Wealth, LLC 按市值排列的前三大核心持股分別為：BAC (5.0%)、IVV (3.7%)、AAPL (3.5%)。其中最大持股部位 BAC 佔據整體投資組合約 5.0% 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
CMCSA
市值: US$101.2萬
本季最大獲利了結 / 清倉標的
FBTC
前期市值: US$236.5萬
在 Q2 2026 季度中，Tred Avon Family Wealth, LLC 共進行了 172 項持倉異動，包含新建倉 19 個部位、加碼 53 個部位、減碼 82 個部位以及清倉 18 個部位。 其中最大新建倉標的為 CMCSA。 本季清倉部位包含 FBTC。
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。