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: 0001554427
申報總市值
US$1.7億
US$1.7億
41 檔
28.0%
U S Wealth Group, LLC. 在 Q1 2026 季度的美股部位總計估值為 US$1.7億，分散於 41 個持倉標的之中，反映其市場參與廣度與投資規模。
從 Q1 2026 申報觀察，U S Wealth Group, LLC. 採取防禦導向的調倉策略，本季減碼 31 檔個股並出清 3 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 IEF, AGG, TLT）累計市值佔比達 28.0%，是驅動 U S Wealth Group, LLC. 該季度整體投資組合績效表現的核心支柱。
| # | 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 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 6.57% | +0.85% | -2.81% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 6.55% | +0.89% | -2.84% | |
| 3 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 6.49% | +1.06% | -2.20% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 6.29% | -1.60% | -8.54% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 5.66% | -0.35% | -0.52% | |
| 6 | ✓ | Spdr Gold Shares | 股票-其他 | 5.29% | -1.52% | -1.52% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 4.82% | -0.12% | -1.73% | |
| 8 | XOM | Exxon Mobil CORP | 股票-能源 | 3.87% | -1.13% | -0.62% | |
| 9 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 3.67% | -1.14% | -4.72% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.06% | +1.01% | -1.15% | |
| 11 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.84% | +0.27% | -0.96% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 2.73% | +0.67% | -1.05% | |
| 13 | GS | Goldman Sachs Group Inc | 股票-金融 | 2.73% | +0.10% | -2.38% | |
| 14 | LMT | Lockheed Martin CORP | 股票-工業 | 2.69% | -0.39% | -1.05% | |
| 15 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.48% | -1.65% | -0.37% | |
| 16 | HON | Honeywell International Inc | 股票-工業 | 2.41% | -0.89% | -1.19% | |
| 17 | AVGO | Broadcom Inc. | 股票-科技 | 2.38% | -0.51% | -1.29% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.04% | +0.20% | -1.71% | |
| 19 | VZ | Verizon Communications Inc | 股票-通訊服務 | 2.00% | -0.36% | +2.95% | |
| 20 | PFE | Pfizer Inc | 股票-醫療保健 | 1.96% | -0.28% | -0.68% | |
| 21 | AMGN | Amgen Inc | 股票-醫療保健 | 1.95% | +0.05% | +0.21% | |
| 22 | SPG | Simon Property Group Inc | 股票-房地產 | 1.88% | +0.32% | -0.75% | |
| 23 | ✓ | Duke Energy Corp New | 股票-其他 | 1.85% | -0.04% | -2.08% | |
| 24 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.71% | -0.03% | -1.77% | |
| 25 | BLK | Blackrock Inc | 股票-金融 | 1.67% | +0.21% | -1.11% | |
| 26 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.67% | +0.02% | -1.28% | |
| 27 | APD | Air Products & Chemicals Inc | 股票-原物料 | 1.66% | +0.11% | -1.21% | |
| 28 | V | Visa Inc-class A Shares | 股票-金融 | 1.53% | +0.29% | -1.02% | |
| 29 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.46% | +0.76% | -0.86% | |
| 30 | HD | Home Depot Inc | 股票-循環性消費 | 1.42% | +0.60% | -1.53% | |
| 31 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.41% | +0.46% | -1.04% | |
| 32 | URI | United Rentals Inc | 股票-工業 | 1.16% | +0.43% | — | |
| 33 | ADBE | Adobe Inc | 股票-科技 | 1.06% | +0.52% | -1.13% | |
| 34 | SDS | Proshares Ultrashort S&p500 | ETF-其他 | 0.85% | -0.71% | — | |
| 35 | RUN | Sunrun Inc | 股票-科技 | 0.71% | +0.06% | +22.29% | |
| 36 | DELL | Dell Technologies Inc. | 股票-科技 | 0.56% | -0.56% | EXIT | |
| 37 | VTSAX | Vanguard Ttl Stk Mkt-adm | 股票-其他 | 0.29% | -0.05% | +0.32% | |
| 38 | TSLA | Tesla Inc | 股票-循環性消費 | 0.22% | -0.07% | +1.72% | |
| 39 | SOLS | Solstice Adv Materials Inc | 股票-原物料 | 0.19% | -0.19% | EXIT | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.19% | -0.04% | — | |
| 41 | ADMT | Adm Tronics Unlimited Inc/de | 股票-其他 | 0.01% | -0.01% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +1.2% | -0.62% | 減碼 |
| 2 | SDS | Proshares Ultrashort S&p500 | +0.9% | NEW | 新建倉 |
| 3 | LMT | Lockheed Martin CORP | +0.6% | -1.05% | 減碼 |
| 4 | ✓ | Spdr Gold Shares | +0.5% | -1.52% | 減碼 |
| 5 | VZ | Verizon Communications Inc | +0.5% | +2.95% | 加碼 |
| 6 | JNJ | Johnson & Johnson | +0.4% | -0.37% | 減碼 |
| 7 | HON | Honeywell International Inc | +0.4% | -1.19% | 減碼 |
| 8 | APD | Air Products & Chemicals Inc | +0.3% | -1.21% | 減碼 |
| 9 | PFE | Pfizer Inc | +0.3% | -0.68% | 減碼 |
| 10 | COST | Costco Wholesale CORP | +0.2% | -1.77% | 減碼 |
| 11 | ✓ | Duke Energy Corp New | +0.2% | -2.08% | 減碼 |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | NEW | 新建倉 |
| 13 | AMGN | Amgen Inc | +0.2% | +0.21% | 加碼 |
| 14 | DELL | Dell Technologies Inc. | +0.1% | — | 不變 |
| 15 | SOLS | Solstice Adv Materials Inc | +0.1% | -2.31% | 減碼 |
| 16 | MCD | Mcdonald's CORP | +0.1% | -1.28% | 減碼 |
| 17 | SPG | Simon Property Group Inc | 0% | -0.75% | 減碼 |
| 18 | PG | Procter & Gamble Co/the | 0% | -1.04% | 減碼 |
| 19 | ADMT | Adm Tronics Unlimited Inc/de | — | — | 不變 |
| 20 | TLT | Ishares 20+ Year Treasury Bd | 0% | -2.20% | 減碼 |
| 21 | VTSAX | Vanguard Ttl Stk Mkt-adm | 0% | +0.32% | 加碼 |
| 22 | SPWH | Sportsman's Warehouse Holdin | 0% | EXIT | 清倉 |
| 23 | TSLA | Tesla Inc | 0% | +1.72% | 加碼 |
| 24 | HD | Home Depot Inc | -0.1% | -1.53% | 減碼 |
| 25 | AGG | Ishares Core U.s. Aggregate | -0.1% | -2.84% | 減碼 |
| 26 | RUN | Sunrun Inc | -0.1% | +22.29% | 加碼 |
| 27 | IEF | Ishares 7-10 Year Treasury B | -0.1% | -2.81% | 減碼 |
| 28 | GS | Goldman Sachs Group Inc | -0.1% | -2.38% | 減碼 |
| 29 | URI | United Rentals Inc | -0.1% | — | 不變 |
| 30 | BKU | Bankunited Inc | -0.1% | EXIT | 清倉 |
| 31 | JPM | Jpmorgan Chase & Co | -0.2% | -1.71% | 減碼 |
| 32 | BLK | Blackrock Inc | -0.2% | -1.11% | 減碼 |
| 33 | V | Visa Inc-class A Shares | -0.2% | -1.02% | 減碼 |
| 34 | AAPL | Apple Inc | -0.2% | -1.73% | 減碼 |
| 35 | AVGO | Broadcom Inc. | -0.2% | -1.29% | 減碼 |
| 36 | AMZN | Amazon.com Inc | -0.3% | -0.96% | 減碼 |
| 37 | NVDA | Nvidia CORP | -0.3% | -0.52% | 減碼 |
| 38 | SCHX | Schwab US Large-cap ETF | -0.3% | -4.72% | 減碼 |
| 39 | UNH | Unitedhealth Group Inc | -0.3% | -0.86% | 減碼 |
| 40 | META | Meta Platforms Inc-class A | -0.4% | -1.15% | 減碼 |
| 41 | ADBE | Adobe Inc | -0.5% | -1.13% | 減碼 |
| 42 | XYZ | Block Inc | -0.6% | EXIT | 清倉 |
| 43 | MSFT | Microsoft CORP | -0.8% | -1.05% | 減碼 |
| 44 | GOOGL | Alphabet Inc-cl A | -1% | -8.54% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，U S Wealth Group, LLC. 在 Q1 2026 季度的美股持倉總市值約為 US$1.7億，共申報了 41 個公開持股部位。
在 Q1 2026 季度，U S Wealth Group, LLC. 按市值排列的前三大核心持股分別為：IEF (6.6%)、AGG (6.5%)、TLT (6.5%)。其中最大持股部位 IEF 佔據整體投資組合約 6.6% 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
SDS
市值: US$125.4萬
本季最大獲利了結 / 清倉標的
XYZ
前期市值: US$88.0萬
在 Q1 2026 季度中，U S Wealth Group, LLC. 共進行了 41 項持倉異動，包含新建倉 2 個部位、加碼 5 個部位、減碼 31 個部位以及清倉 3 個部位。 其中最大新建倉標的為 SDS。 本季清倉部位包含 XYZ。
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。