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: 0001766564
申報總市值
US$11.0億
US$11.0億
270 檔
12.3%
在 Q1 2026 的 13F 官方備案中，Trivium Point Advisory, LLC 管理的美股投資組合規模來到 US$11.0億，整體持股檔數為 270 檔。
從 Q1 2026 申報觀察，Trivium Point Advisory, LLC 採取防禦導向的調倉策略，本季減碼 116 檔個股並出清 64 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 SPOT, NVDA, GOOGL）累計市值佔比達 12.3%，是驅動 Trivium Point Advisory, 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 270 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 | SPOT | Spotify Technology S.A. | 股票-通訊服務 | 8.67% | -4.55% | -0.01% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.40% | -0.92% | -22.64% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.79% | -1.13% | -12.25% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 3.71% | -1.11% | -19.14% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.90% | -0.70% | -34.60% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.26% | -0.70% | -14.41% | |
| 7 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資等級公司債 | 2.18% | -0.81% | -20.03% | |
| 8 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 1.75% | -0.82% | -11.43% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.49% | -0.51% | -16.68% | |
| 10 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 1.36% | -0.62% | -4.07% | |
| 11 | WMT | Walmart Inc | 股票-非循環性消費 | 1.25% | -0.57% | -16.97% | |
| 12 | MTZ | Mastec Inc | 股票-工業 | 1.15% | -0.40% | — | |
| 13 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.15% | -0.41% | -19.06% | |
| 14 | AVGO | Broadcom Inc | 股票-科技 | 1.13% | -0.26% | -3.85% | |
| 15 | TSLA | Tesla Inc | 股票-循環性消費 | 1.12% | -0.25% | -23.38% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.11% | -0.41% | -18.92% | |
| 17 | MA | Mastercard Inc - A | 股票-金融 | 1.10% | -0.58% | -18.23% | |
| 18 | BKDV | Bny Mellon Dynamic Value | ETF-其他 | 1.01% | +0.08% | -44.51% | |
| 19 | CPNG | Coupang Inc | 股票-循環性消費 | 1.01% | -0.54% | -0.01% | |
| 20 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.95% | -0.45% | -14.02% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.91% | -0.40% | -1.49% | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.85% | -0.39% | -0.41% | |
| 23 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.82% | +0.83% | -69.08% | |
| 24 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.82% | +2.99% | -77.08% | |
| 25 | TMUS | T-mobile US Inc | 股票-通訊服務 | 0.81% | -0.45% | -15.73% | |
| 26 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.73% | -0.39% | -12.11% | |
| 27 | V | Visa Inc-class A Shares | 股票-金融 | 0.72% | -0.25% | -20.48% | |
| 28 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 0.72% | — | -52.14% | |
| 29 | WMB | Williams Cos Inc | 股票-能源 | 0.72% | +0.61% | -69.17% | |
| 30 | PWR | Quanta Services Inc | 股票-工業 | 0.71% | -0.21% | -10.06% | |
| 31 | SRLN | Ss Blackstone Sr Loan ETF | ETF-其他 | 0.70% | -0.30% | -1.57% | |
| 32 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.69% | -0.24% | -18.69% | |
| 33 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.69% | -0.31% | -5.98% | |
| 34 | HYD | Vaneck High Yield Muni ETF | ETF-非投資等級債 | 0.68% | -0.30% | +2.04% | |
| 35 | CTAS | Cintas CORP | 股票-工業 | 0.65% | -0.38% | -10.24% | |
| 36 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.64% | +0.06% | -54.77% | |
| 37 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.64% | +0.39% | -60.74% | |
| 38 | CSCO | Cisco Systems Inc | 股票-科技 | 0.60% | -0.07% | -19.37% | |
| 39 | HD | Home Depot Inc | 股票-循環性消費 | 0.58% | -0.21% | -11.75% | |
| 40 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.56% | +0.89% | -11.38% | |
| 41 | AMD | Advanced Micro Devices | 股票-科技 | 0.54% | +0.28% | -9.12% | |
| 42 | HCA | Hca Healthcare Inc | 股票-醫療保健 | 0.52% | -0.29% | -10.48% | |
| 43 | MU | Micron Technology Inc | 股票-科技 | 0.51% | +1.56% | -80.01% | |
| 44 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 0.51% | +0.34% | -63.86% | |
| 45 | XOM | Exxon Mobil CORP | 股票-能源 | 0.50% | -0.26% | -23.65% | |
| 46 | PFE | Pfizer Inc | 股票-醫療保健 | 0.49% | -0.39% | -7.00% | |
| 47 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-其他 | 0.49% | +0.29% | -67.08% | |
| 48 | TT | Trane Technologies plc | 股票-工業 | 0.49% | -0.18% | -13.39% | |
| 49 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.48% | +0.17% | -58.82% | |
| 50 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.48% | +1.30% | -82.43% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SPOT | Spotify Technology S.A. | +2.9% | -0.01% | 減碼 |
| 2 | NVDA | Nvidia CORP | +1.3% | -22.64% | 減碼 |
| 3 | GOOGL | Alphabet Inc-cl A | +1.2% | -12.25% | 減碼 |
| 4 | AAPL | Apple Inc | +1% | -19.14% | 減碼 |
| 5 | MTZ | Mastec Inc | +0.7% | — | 不變 |
| 6 | SHYG | Ishares 0-5 Yr Hy CORP Bond | +0.6% | -20.03% | 減碼 |
| 7 | AMZN | Amazon.com Inc | +0.6% | -14.41% | 減碼 |
| 8 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.6% | -11.43% | 減碼 |
| 9 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.6% | -4.07% | 減碼 |
| 10 | WMT | Walmart Inc | +0.5% | -16.97% | 減碼 |
| 11 | JPM | Jpmorgan Chase & Co | +0.4% | -16.68% | 減碼 |
| 12 | AVGO | Broadcom Inc | +0.4% | -3.85% | 減碼 |
| 13 | PWR | Quanta Services Inc | +0.4% | -10.06% | 減碼 |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | -18.92% | 減碼 |
| 15 | CPNG | Coupang Inc | +0.3% | -0.01% | 減碼 |
| 16 | IEMG | Ishares Core Msci Emerging | +0.3% | +47.77% | 加碼 |
| 17 | TMUS | T-mobile US Inc | +0.3% | -15.73% | 減碼 |
| 18 | MCD | Mcdonald's CORP | +0.3% | -12.11% | 減碼 |
| 19 | MA | Mastercard Inc - A | +0.3% | -18.23% | 減碼 |
| 20 | META | Meta Platforms Inc-class A | +0.2% | -19.06% | 減碼 |
| 21 | EOG | Eog Resources Inc | +0.2% | -18.75% | 減碼 |
| 22 | TMO | Thermo Fisher Scientific Inc | +0.2% | -5.98% | 減碼 |
| 23 | EMB | Ishares Jp Morgan Usd Emergi | +0.2% | -18.69% | 減碼 |
| 24 | CTAS | Cintas CORP | +0.2% | -10.24% | 減碼 |
| 25 | HCA | Hca Healthcare Inc | +0.2% | -10.48% | 減碼 |
| 26 | CSCO | Cisco Systems Inc | +0.2% | -19.37% | 減碼 |
| 27 | EQIX | Equinix Inc | +0.2% | +35.47% | 加碼 |
| 28 | HD | Home Depot Inc | +0.2% | -11.75% | 減碼 |
| 29 | AMD | Advanced Micro Devices | +0.2% | -9.12% | 減碼 |
| 30 | LMT | Lockheed Martin CORP | +0.2% | -5.39% | 減碼 |
| 31 | FANG | Diamondback Energy Inc | +0.2% | +94.99% | 加碼 |
| 32 | IWR | Ishares Russell Mid-cap ETF | +0.2% | -13.22% | 減碼 |
| 33 | LLY | Eli Lilly & Co | +0.2% | -11.38% | 減碼 |
| 34 | LSTR | Landstar System Inc | +0.2% | +61.05% | 加碼 |
| 35 | TJX | Tjx Companies Inc | +0.2% | -18.81% | 減碼 |
| 36 | NEE | Nextera Energy Inc | +0.1% | -28.30% | 減碼 |
| 37 | MPC | Marathon Petroleum CORP | +0.1% | -15.98% | 減碼 |
| 38 | TSLA | Tesla Inc | +0.1% | -23.38% | 減碼 |
| 39 | V | Visa Inc-class A Shares | +0.1% | -20.48% | 減碼 |
| 40 | PH | Parker Hannifin CORP | +0.1% | -16.06% | 減碼 |
| 41 | UNH | Unitedhealth Group Inc | +0.1% | -7.79% | 減碼 |
| 42 | DHR | Danaher CORP | +0.1% | +88.23% | 加碼 |
| 43 | ISRG | Intuitive Surgical Inc | +0.1% | -14.38% | 減碼 |
| 44 | STX | Seagate Technology Holdings plc | +0.1% | +15.16% | 加碼 |
| 45 | IVV | Ishares Core S&p 500 ETF | +0.1% | -28.29% | 減碼 |
| 46 | VZ | Verizon Communications Inc | +0.1% | -37.72% | 減碼 |
| 47 | COF | Capital One Financial CORP | +0.1% | -14.32% | 減碼 |
| 48 | IDV | Ishares International Select | +0.1% | +93.00% | 加碼 |
| 49 | VB | Vanguard Small-cap ETF | +0.1% | -22.20% | 減碼 |
| 50 | HIG | Hartford Insurance Group Inc | +0.1% | -19.74% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Trivium Point Advisory, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$11.0億，共申報了 270 個公開持股部位。
在 Q1 2026 季度，Trivium Point Advisory, LLC 按市值排列的前三大核心持股分別為：SPOT (8.7%)、NVDA (5.4%)、GOOGL (3.8%)。其中最大持股部位 SPOT 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
BMOP
市值: US$199.7萬
本季最大獲利了結 / 清倉標的
BYLD
前期市值: US$775.5萬
在 Q1 2026 季度中，Trivium Point Advisory, LLC 共進行了 199 項持倉異動，包含新建倉 11 個部位、加碼 8 個部位、減碼 116 個部位以及清倉 64 個部位。 其中最大新建倉標的為 BMOP。 本季清倉部位包含 BYLD。
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。