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: 0001977992
申報總市值
US$1.9億
US$1.9億
82 檔
25.6%
Trivant Custom Portfolio Group, LLC 在 Q1 2026 季度的美股部位總計估值為 US$1.9億，分散於 82 個持倉標的之中，反映其市場參與廣度與投資規模。
Q1 2026 數據顯示 Trivant Custom Portfolio Group, LLC 積極進場，新開立 13 個部位並同步加碼 37 檔個股，反映機構在該季度的資金注入與籌碼積累。
在資產配置集中度方面，Trivant Custom Portfolio Group, LLC 的前 5 大核心持股（包含 AAPL, STIP, NVDA 等）合計佔整體申報市值的 25.6%，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 | AAPL | Apple Inc | 股票-科技 | 8.68% | +0.95% | -0.51% | |
| 2 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 5.10% | -0.15% | — | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.64% | +0.41% | -21.27% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.03% | +0.88% | -0.41% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.96% | -0.13% | +0.94% | |
| 6 | USIG | Ishares Broad Usd Investment | ETF-其他 | 3.72% | -0.16% | -24.42% | |
| 7 | WMT | Walmart Inc | 股票-非循環性消費 | 3.42% | -1.61% | -0.77% | |
| 8 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.96% | +0.35% | -3.10% | |
| 9 | SWVXX | Schwa Prime Adv Money Fd-inv | 股票-其他 | 2.91% | -2.91% | EXIT | |
| 10 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.83% | -0.27% | -1.54% | |
| 11 | GE | General Electric | 股票-工業 | 2.82% | -0.08% | -3.44% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.51% | +0.20% | -0.66% | |
| 13 | RCIRX | Regan Ttl Rtrn Inc-inst | 股票-其他 | 2.28% | -0.06% | — | |
| 14 | CVX | Chevron CORP | 股票-能源 | 2.17% | -0.49% | +19.97% | |
| 15 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.88% | -0.12% | -2.65% | |
| 16 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.76% | -1.05% | -1.91% | |
| 17 | LNG | Cheniere Energy Inc | 股票-能源 | 1.71% | -0.30% | -0.42% | |
| 18 | SYK | Stryker CORP | 股票-醫療保健 | 1.67% | -0.08% | +0.28% | |
| 19 | NOC | Northrop Grumman CORP | 股票-工業 | 1.67% | -0.50% | -0.40% | |
| 20 | V | Visa Inc-class A Shares | 股票-金融 | 1.60% | +0.15% | -0.01% | |
| 21 | UBS | UBS Group AG | 股票-金融 | 1.38% | -1.38% | EXIT | |
| 22 | AVGO | Broadcom Inc | 股票-科技 | 1.38% | +0.25% | +127.31% | |
| 23 | ASML | ASML Holding N.V. | 股票-科技 | 1.33% | +0.61% | +0.22% | |
| 24 | MELI | Mercadolibre Inc | 股票-循環性消費 | 1.15% | -0.11% | +60.37% | |
| 25 | AME | Ametek Inc | 股票-工業 | 1.14% | +0.12% | +0.15% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.06% | +0.04% | +52.30% | |
| 27 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.05% | +0.42% | +2.90% | |
| 28 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 1.03% | +0.09% | +10.37% | |
| 29 | UBER | Uber Technologies Inc | 股票-工業 | 1.01% | +0.02% | +10.46% | |
| 30 | MSCI | Msci Inc | 股票-金融 | 0.97% | +0.06% | +0.15% | |
| 31 | ULTA | Ulta Beauty Inc | 股票-循環性消費 | 0.97% | -0.09% | -0.65% | |
| 32 | AZO | Autozone Inc | 股票-循環性消費 | 0.94% | -0.08% | +0.39% | |
| 33 | DE | Deere & Co | 股票-工業 | 0.88% | +0.10% | -20.83% | |
| 34 | NFLX | Netflix Inc | 股票-通訊服務 | 0.87% | +0.34% | +26.58% | |
| 35 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.85% | +0.23% | -0.53% | |
| 36 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.83% | -0.12% | +0.34% | |
| 37 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.83% | -0.02% | — | |
| 38 | SRE | Sempra | 股票-公用事業 | 0.82% | -0.08% | -3.89% | |
| 39 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 0.80% | +0.12% | +29.58% | |
| 40 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.77% | +0.03% | -61.41% | |
| 41 | WSM | Williams-sonoma Inc | 股票-循環性消費 | 0.74% | +0.16% | -1.73% | |
| 42 | RNMBY | Rheinmetall Ag-unsp Adr | 股票-其他 | 0.73% | -0.24% | +0.48% | |
| 43 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.68% | +0.08% | +0.03% | |
| 44 | HSY | Hershey Co/the | 股票-非循環性消費 | 0.66% | -0.12% | -0.36% | |
| 45 | TCEHY | Tencent Holdings Ltd-uns Adr | 股票-其他 | 0.63% | -0.14% | +0.01% | |
| 46 | AMD | Advanced Micro Devices | 股票-科技 | 0.62% | +1.02% | -46.15% | |
| 47 | RMD | Resmed Inc | 股票-醫療保健 | 0.61% | -0.13% | +2.65% | |
| 48 | EVR | Evercore Inc - A | 股票-金融 | 0.60% | +0.04% | +0.94% | |
| 49 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.59% | +0.14% | +34.66% | |
| 50 | NOW | Servicenow Inc | 股票-科技 | 0.59% | -0.07% | +101.60% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CVX | Chevron CORP | +0.8% | +19.97% | 加碼 |
| 2 | AVGO | Broadcom Inc | +0.7% | +127.31% | 加碼 |
| 3 | LNG | Cheniere Energy Inc | +0.5% | -0.42% | 減碼 |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | +52.30% | 加碼 |
| 5 | MELI | Mercadolibre Inc | +0.3% | +60.37% | 加碼 |
| 6 | COST | Costco Wholesale CORP | +0.2% | -1.54% | 減碼 |
| 7 | NOC | Northrop Grumman CORP | +0.2% | -0.40% | 減碼 |
| 8 | ASML | ASML Holding N.V. | +0.2% | +0.22% | 加碼 |
| 9 | WMT | Walmart Inc | +0.2% | -0.77% | 減碼 |
| 10 | NFLX | Netflix Inc | +0.2% | +26.58% | 加碼 |
| 11 | VOO | Vanguard S&p 500 ETF | +0.2% | +62.00% | 加碼 |
| 12 | BYDDY | Byd Co Ltd-unsponsored Adr | +0.2% | +30.99% | 加碼 |
| 13 | NOW | Servicenow Inc | +0.1% | +101.60% | 加碼 |
| 14 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +29.58% | 加碼 |
| 15 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +2.90% | 加碼 |
| 16 | VGT | Vanguard Info Tech ETF | +0.1% | +34.66% | 加碼 |
| 17 | SPEM | State Street Sp Ptf Em ETF | +0.1% | +10.37% | 加碼 |
| 18 | HSY | Hershey Co/the | +0.1% | -0.36% | 減碼 |
| 19 | IMCV | Ishares Morningstar Mid-cap | 0% | +9.99% | 加碼 |
| 20 | EFA | Ishares Msci Eafe ETF | 0% | +10.55% | 加碼 |
| 21 | SRE | Sempra | 0% | -3.89% | 減碼 |
| 22 | AME | Ametek Inc | 0% | +0.15% | 加碼 |
| 23 | EGP | Eastgroup Properties Inc | 0% | -0.16% | 減碼 |
| 24 | IWP | Ishares Russell Mid-cap Grow | 0% | — | 不變 |
| 25 | FIW | First Trust Water ETF | 0% | — | 不變 |
| 26 | SNY | Sanofi-adr | 0% | +2.29% | 加碼 |
| 27 | SBGSY | Schneider Elect Se-unsp Adr | 0% | +0.97% | 加碼 |
| 28 | PLTR | Palantir Technologies Inc-a | 0% | — | 不變 |
| 29 | DHR | Danaher CORP | 0% | +15.36% | 加碼 |
| 30 | WSM | Williams-sonoma Inc | 0% | -1.73% | 減碼 |
| 31 | QCOM | Qualcomm Inc | -0.1% | — | 不變 |
| 32 | AZO | Autozone Inc | -0.1% | +0.39% | 加碼 |
| 33 | MAS | Masco CORP | -0.1% | -12.27% | 減碼 |
| 34 | RMD | Resmed Inc | -0.1% | +2.65% | 加碼 |
| 35 | CDNS | Cadence Design Sys Inc | -0.1% | +0.78% | 加碼 |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -1.07% | 減碼 |
| 37 | OTIS | Otis Worldwide CORP | -0.1% | +4.16% | 加碼 |
| 38 | UBER | Uber Technologies Inc | -0.1% | +10.46% | 加碼 |
| 39 | TSLA | Tesla Inc | -0.1% | — | 不變 |
| 40 | DE | Deere & Co | -0.1% | -20.83% | 減碼 |
| 41 | RNMBY | Rheinmetall Ag-unsp Adr | -0.1% | +0.48% | 加碼 |
| 42 | EVR | Evercore Inc - A | -0.1% | +0.94% | 加碼 |
| 43 | ORCL | Oracle CORP | -0.1% | +0.50% | 加碼 |
| 44 | MSCI | Msci Inc | -0.1% | +0.15% | 加碼 |
| 45 | BSX | Boston Scientific CORP | -0.1% | +16.99% | 加碼 |
| 46 | SHOP | Shopify Inc - Class A | -0.2% | +1.77% | 加碼 |
| 47 | CRWD | Crowdstrike Holdings Inc - A | -0.2% | +0.03% | 加碼 |
| 48 | TCEHY | Tencent Holdings Ltd-uns Adr | -0.2% | +0.01% | 加碼 |
| 49 | LOW | Lowe's Cos Inc | -0.2% | -1.91% | 減碼 |
| 50 | LVMUY | Lvmh Moet Hennessy-unsp Adr | -0.2% | -0.95% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Trivant Custom Portfolio Group, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$1.9億，共申報了 82 個公開持股部位。
在 Q1 2026 季度，Trivant Custom Portfolio Group, LLC 按市值排列的前三大核心持股分別為：AAPL (8.7%)、STIP (5.1%)、NVDA (4.6%)。其中最大持股部位 AAPL 佔據整體投資組合約 8.7% 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
STIP
市值: US$930.0萬
本季最大獲利了結 / 清倉標的
BAC
前期市值: US$180.8萬
在 Q1 2026 季度中，Trivant Custom Portfolio Group, LLC 共進行了 82 項持倉異動，包含新建倉 13 個部位、加碼 37 個部位、減碼 27 個部位以及清倉 5 個部位。 其中最大新建倉標的為 STIP。 本季清倉部位包含 BAC。
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。