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: 0001615717
申報總市值
US$7543.6萬
US$7543.6萬
34 檔
34.7%
截至 Q2 2026 季度末，Triad Investment Management 的美股持倉估值約為 US$7543.6萬，全數申報部位共有 34 檔。
Q2 2026 的申報記錄反映 Triad Investment Management 的板塊替換策略：機構本季推動了 16 筆增持與 20 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 NVR, GOOG, V）占據了總市值的 34.7%，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 | NVR | Nvr Inc | 股票-循環性消費 | 6.54% | -6.54% | EXIT | |
| 2 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 5.80% | +1.16% | -75.55% | |
| 3 | V | Visa Inc-class A Shares | 股票-金融 | 5.75% | +1.58% | -64.84% | |
| 4 | WTM | White Mountains Insurance Group, Ltd. | 股票-金融 | 5.65% | +0.78% | -67.60% | |
| 5 | MAX | Mediaalpha Inc-class A | 股票-其他 | 5.11% | -0.99% | -60.98% | |
| 6 | ASML | ASML Holding N.V. | 股票-科技 | 4.87% | -3.20% | -71.22% | |
| 7 | CDW | Cdw Corp/de | 股票-科技 | 4.74% | +0.44% | -59.88% | |
| 8 | ROP | Roper Technologies Inc | 股票-科技 | 4.61% | +1.18% | -68.48% | |
| 9 | BRO | Brown & Brown Inc | 股票-金融 | 4.57% | +0.44% | -69.78% | |
| 10 | IT | Gartner Inc | 股票-科技 | 4.36% | +3.78% | -50.51% | |
| 11 | THO | Thor Industries Inc | 股票-循環性消費 | 4.30% | +0.45% | -60.74% | |
| 12 | FISV | Fiserv Inc | 股票-其他 | 3.88% | +0.50% | -37.40% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.49% | +0.79% | -45.55% | |
| 14 | HEI-A | Heico Corp-class A | 股票-其他 | 3.33% | +0.20% | -68.23% | |
| 15 | MAC | Macerich Co/the | 股票-其他 | 2.97% | -2.97% | EXIT | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 2.73% | +1.87% | +94.18% | |
| 17 | SPGI | S&p Global Inc | 股票-金融 | 2.63% | +0.53% | -25.98% | |
| 18 | INTU | Intuit Inc | 股票-科技 | 2.46% | +0.97% | -51.42% | |
| 19 | BINC | Ishares Flex I A Etf-usd Inc | ETF-其他 | 2.29% | +1.10% | -54.64% | |
| 20 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 2.28% | +0.44% | -85.34% | |
| 21 | ACGL | Arch Capital Group Ltd. | 股票-金融 | 2.24% | +0.34% | — | |
| 22 | HTGC | Hercules Capital Inc | 股票-金融 | 2.17% | +0.76% | -60.02% | |
| 23 | AKRE | Akre Focus ETF | ETF-其他 | 2.15% | -2.15% | EXIT | |
| 24 | SLRC | Slr Investment CORP | 股票-其他 | 2.07% | -2.07% | EXIT | |
| 25 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 2.03% | +0.08% | -82.30% | |
| 26 | AXP | American Express Co | 股票-金融 | 1.60% | +0.13% | -74.32% | |
| 27 | OCSL | Oaktree Specialty Lending Co | 股票-其他 | 1.17% | -1.17% | EXIT | |
| 28 | WSO | Watsco Inc | 股票-工業 | 1.12% | -0.13% | -66.67% | |
| 29 | INFL | Horizon Kinetics Infl Benef | ETF-其他 | 1.06% | +0.22% | -68.35% | |
| 30 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.68% | +0.17% | -78.23% | |
| 31 | SIRI | Sirius Xm Holdings Inc | 股票-通訊服務 | 0.41% | +0.02% | -67.94% | |
| 32 | ARCC | Ares Capital CORP | 股票-金融 | 0.40% | +0.09% | -77.96% | |
| 33 | CBRE | Cbre Group Inc - A | 股票-房地產 | 0.28% | +0.04% | -87.60% | |
| 34 | TSLX | Sixth Street Specialty Lendi | 股票-其他 | 0.27% | +0.07% | -82.36% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVR | Nvr Inc | +6.5% | NEW | 新建倉 |
| 2 | ACGL | Arch Capital Group Ltd. | +2.2% | NEW | 新建倉 |
| 3 | MSFT | Microsoft CORP | +2.2% | +94.18% | 加碼 |
| 4 | MAX | Mediaalpha Inc-class A | +1.4% | -60.98% | 加碼 |
| 5 | AKRE | Akre Focus ETF | +1.3% | +36.28% | 加碼 |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | +1.3% | -45.55% | 加碼 |
| 7 | ASML | ASML Holding N.V. | +1.2% | -71.22% | 減碼 |
| 8 | CDW | Cdw Corp/de | +1.1% | -59.88% | 加碼 |
| 9 | SPGI | S&p Global Inc | +0.8% | -25.98% | 加碼 |
| 10 | V | Visa Inc-class A Shares | +0.6% | -64.84% | 加碼 |
| 11 | BINC | Ishares Flex I A Etf-usd Inc | +0.5% | -54.64% | 加碼 |
| 12 | FISV | Fiserv Inc | +0.5% | -37.40% | 加碼 |
| 13 | HTGC | Hercules Capital Inc | +0.4% | -60.02% | 加碼 |
| 14 | HEI-A | Heico Corp-class A | +0.3% | -68.23% | 減碼 |
| 15 | AXP | American Express Co | +0.1% | -74.32% | 不變 |
| 16 | WSO | Watsco Inc | +0.1% | -66.67% | 不變 |
| 17 | SIRI | Sirius Xm Holdings Inc | +0.1% | -67.94% | 減碼 |
| 18 | IT | Gartner Inc | -0.1% | -50.51% | 加碼 |
| 19 | SLRC | Slr Investment CORP | -0.1% | -59.50% | 加碼 |
| 20 | CBRE | Cbre Group Inc - A | -0.1% | -87.60% | 減碼 |
| 21 | THO | Thor Industries Inc | -0.1% | -60.74% | 加碼 |
| 22 | INFL | Horizon Kinetics Infl Benef | -0.2% | -68.35% | 減碼 |
| 23 | JNJ | Johnson & Johnson | -0.2% | -78.23% | 減碼 |
| 24 | ARCC | Ares Capital CORP | -0.2% | -77.96% | 減碼 |
| 25 | TSLX | Sixth Street Specialty Lendi | -0.3% | -82.36% | 減碼 |
| 26 | MRK | Merck & Co. Inc. | -0.3% | EXIT | 清倉 |
| 27 | WBD | Warner Bros Discovery Inc | -0.4% | EXIT | 清倉 |
| 28 | INTU | Intuit Inc | -0.7% | -51.42% | 加碼 |
| 29 | NXPI | NXP Semiconductors N.V. | -0.8% | -82.30% | 減碼 |
| 30 | WTM | White Mountains Insurance Group, Ltd. | -0.9% | -67.60% | 減碼 |
| 31 | BRO | Brown & Brown Inc | -0.9% | -69.78% | 減碼 |
| 32 | GOOG | Alphabet Inc-cl C | -1% | -75.55% | 減碼 |
| 33 | ROP | Roper Technologies Inc | -1.2% | -68.48% | 減碼 |
| 34 | OCSL | Oaktree Specialty Lending Co | -1.5% | -85.22% | 減碼 |
| 35 | MAC | Macerich Co/the | -1.7% | -82.78% | 減碼 |
| 36 | VGSH | Vanguard Short-term Treasury | -2.3% | -85.34% | 減碼 |
| 37 | MTBA | Simplify Mbs ETF | -3% | EXIT | 清倉 |
| 38 | DHR | Danaher CORP | -4.9% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Triad Investment Management 在 Q2 2026 季度的美股持倉總市值約為 US$7543.6萬，共申報了 34 個公開持股部位。
在 Q2 2026 季度，Triad Investment Management 按市值排列的前三大核心持股分別為：NVR (6.5%)、GOOG (5.8%)、V (5.8%)。其中最大持股部位 NVR 佔據整體投資組合約 6.5% 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
NVR
市值: US$593.4萬
本季最大獲利了結 / 清倉標的
DHR
前期市值: US$412.3萬
在 Q2 2026 季度中，Triad Investment Management 共進行了 36 項持倉異動，包含新建倉 2 個部位、加碼 14 個部位、減碼 16 個部位以及清倉 4 個部位。 其中最大新建倉標的為 NVR。 本季清倉部位包含 DHR。
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。