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: 0001907240
申報總市值
US$2.5億
US$2.5億
40 檔
42.7%
截至 Q2 2026 季度末，Udine Wealth Management, Inc. 的美股持倉估值約為 US$2.5億，全數申報部位共有 40 檔。
在 Q2 2026，Udine Wealth Management, Inc. 操作展現出積極擴展與加碼意向。本季共新建倉 10 個新部位，並對 23 個既有持股進行加碼（合計增持 33 檔），相較減碼與清倉部位顯著佔優。
檢視投資組合結構，前 5 大主力部位（包含 BIL, GOOG, AAPL）占據了總市值的 42.7%，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 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 12.11% | -0.95% | -2.02% | |
| 2 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 10.27% | -0.53% | +1.28% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 9.21% | +0.99% | +1.67% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 7.56% | +2.66% | +4.43% | |
| 5 | BAC | Bank Of America CORP | 股票-金融 | 5.44% | -0.50% | +1.57% | |
| 6 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 4.62% | -0.78% | -7.71% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 4.49% | -0.13% | +1.47% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.22% | -0.11% | +3.54% | |
| 9 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.73% | +0.09% | +7.87% | |
| 10 | BE | Bloom Energy Corp- A | 股票-工業 | 2.33% | -0.24% | -41.96% | |
| 11 | TSLA | Tesla Inc | 股票-循環性消費 | 2.02% | -0.31% | +1.07% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 1.99% | +0.20% | -10.99% | |
| 13 | RKLB | Rocket Lab CORP | 股票-工業 | 1.73% | -0.55% | -35.14% | |
| 14 | HOOD | Robinhood Markets Inc - A | 股票-金融 | 1.62% | +0.13% | +2.94% | |
| 15 | HIMS | Hims & Hers Health Inc | 股票-醫療保健 | 1.51% | -0.26% | — | |
| 16 | XOM | Exxon Mobil CORP | 股票-能源 | 1.48% | -1.48% | EXIT | |
| 17 | INTC | Intel CORP | 股票-科技 | 1.40% | -0.20% | -56.62% | |
| 18 | UPS | United Parcel Service-cl B | 股票-工業 | 1.38% | -0.21% | +1.23% | |
| 19 | RIVN | Rivian Automotive Inc-a | 股票-循環性消費 | 1.33% | -0.21% | +18.14% | |
| 20 | IBM | Intl Business Machines CORP | 股票-科技 | 1.31% | -0.28% | — | |
| 21 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.29% | -0.18% | — | |
| 22 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.28% | -0.12% | +1.91% | |
| 23 | NU | Nu Holdings Ltd. | 股票-金融 | 1.26% | -0.10% | +2.73% | |
| 24 | TOST | Toast Inc-class A | 股票-科技 | 1.24% | +0.01% | — | |
| 25 | APO | Apollo Global Management Inc | 股票-金融 | 1.24% | -0.06% | +2.20% | |
| 26 | RH | Rh | 股票-循環性消費 | 1.22% | -1.22% | EXIT | |
| 27 | RKT | Rocket Cos Inc-class A | 股票-金融 | 1.22% | -0.35% | +4.91% | |
| 28 | RDDT | Reddit Inc-cl A | 股票-通訊服務 | 1.19% | -1.19% | EXIT | |
| 29 | PSNL | Personalis Inc | 股票-其他 | 1.19% | -1.19% | EXIT | |
| 30 | ✓ | 股票-其他 | 1.18% | +1.11% | — | ||
| 31 | BA | Boeing Co/the | 股票-工業 | 1.16% | -1.16% | EXIT | |
| 32 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.10% | +0.62% | +1.17% | |
| 33 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密貨幣 | 1.06% | +0.48% | +8.60% | |
| 34 | DECK | Deckers Outdoor CORP | 股票-循環性消費 | 1.06% | -1.06% | EXIT | |
| 35 | JOBY | Joby Aviation, Inc. | 股票-工業 | 0.97% | -0.31% | +4.47% | |
| 36 | URA | Global X Uranium ETF | ETF-其他 | 0.94% | -0.94% | EXIT | |
| 37 | IREN | IREN Limited | 股票-其他 | 0.91% | -0.91% | EXIT | |
| 38 | LMND | Lemonade Inc | 股票-金融 | 0.90% | -0.90% | EXIT | |
| 39 | UBER | Uber Technologies Inc | 股票-工業 | 0.66% | +0.38% | +13.13% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.20% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | HIMS | Hims & Hers Health Inc | +1.5% | NEW | 新建倉 |
| 2 | IBM | Intl Business Machines CORP | +1.3% | NEW | 新建倉 |
| 3 | UNH | Unitedhealth Group Inc | +1.3% | NEW | 新建倉 |
| 4 | TOST | Toast Inc-class A | +1.2% | NEW | 新建倉 |
| 5 | RDDT | Reddit Inc-cl A | +1.2% | NEW | 新建倉 |
| 6 | PSNL | Personalis Inc | +1.2% | NEW | 新建倉 |
| 7 | ✓ | +1.2% | NEW | 新建倉 | |
| 8 | DECK | Deckers Outdoor CORP | +1.1% | NEW | 新建倉 |
| 9 | URA | Global X Uranium ETF | +0.9% | NEW | 新建倉 |
| 10 | IREN | IREN Limited | +0.9% | NEW | 新建倉 |
| 11 | GOOG | Alphabet Inc-cl C | +0.6% | +1.28% | 加碼 |
| 12 | HOOD | Robinhood Markets Inc - A | +0.3% | +2.94% | 加碼 |
| 13 | RH | Rh | +0.2% | +25.69% | 加碼 |
| 14 | BE | Bloom Energy Corp- A | +0.2% | -41.96% | 減碼 |
| 15 | INTC | Intel CORP | +0.2% | -56.62% | 減碼 |
| 16 | RIVN | Rivian Automotive Inc-a | +0.2% | +18.14% | 加碼 |
| 17 | AMZN | Amazon.com Inc | +0.1% | +7.87% | 加碼 |
| 18 | IWM | Ishares Russell 2000 ETF | 0% | +1.91% | 加碼 |
| 19 | QQQ | Invesco Qqq Trust Series 1 | 0% | — | 不變 |
| 20 | BAC | Bank Of America CORP | — | +1.57% | 加碼 |
| 21 | RKT | Rocket Cos Inc-class A | 0% | +4.91% | 加碼 |
| 22 | UBER | Uber Technologies Inc | 0% | +13.13% | 加碼 |
| 23 | BA | Boeing Co/the | -0.1% | +4.78% | 加碼 |
| 24 | JOBY | Joby Aviation, Inc. | -0.1% | +4.47% | 加碼 |
| 25 | LMND | Lemonade Inc | -0.1% | +6.43% | 加碼 |
| 26 | TSLA | Tesla Inc | -0.1% | +1.07% | 加碼 |
| 27 | UPS | United Parcel Service-cl B | -0.1% | +1.23% | 加碼 |
| 28 | APO | Apollo Global Management Inc | -0.1% | +2.20% | 加碼 |
| 29 | AAPL | Apple Inc | -0.2% | +1.67% | 加碼 |
| 30 | JPM | Jpmorgan Chase & Co | -0.2% | +1.47% | 加碼 |
| 31 | RKLB | Rocket Lab CORP | -0.3% | -35.14% | 減碼 |
| 32 | IBIT | Ishares Bitcoin Trust ETF | -0.3% | +8.60% | 加碼 |
| 33 | NU | Nu Holdings Ltd. | -0.3% | +2.73% | 加碼 |
| 34 | NVDA | Nvidia CORP | -0.3% | -10.99% | 減碼 |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | -0.4% | +3.54% | 加碼 |
| 36 | PLTR | Palantir Technologies Inc-a | -0.5% | +1.17% | 加碼 |
| 37 | XOM | Exxon Mobil CORP | -0.7% | +1.83% | 加碼 |
| 38 | WRBY | Warby Parker Inc-class A | -0.7% | EXIT | 清倉 |
| 39 | GRAB | Grab Holdings Limited | -0.8% | EXIT | 清倉 |
| 40 | MSFT | Microsoft CORP | -1% | +4.43% | 加碼 |
| 41 | BABA | Alibaba Group Holding-sp Adr | -1% | EXIT | 清倉 |
| 42 | TLT | Ishares 20+ Year Treasury Bd | -1.3% | EXIT | 清倉 |
| 43 | SHV | Ishares 0-1 Year Treasury Bo | -1.3% | -7.71% | 減碼 |
| 44 | HD | Home Depot Inc | -1.4% | EXIT | 清倉 |
| 45 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -2.6% | -2.02% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Udine Wealth Management, Inc. 在 Q2 2026 季度的美股持倉總市值約為 US$2.5億，共申報了 40 個公開持股部位。
在 Q2 2026 季度，Udine Wealth Management, Inc. 按市值排列的前三大核心持股分別為：BIL (12.1%)、GOOG (10.3%)、AAPL (9.2%)。其中最大持股部位 BIL 佔據整體投資組合約 12.1% 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
HIMS
市值: US$366.2萬
本季最大獲利了結 / 清倉標的
HD
前期市值: US$277.3萬
在 Q2 2026 季度中，Udine Wealth Management, Inc. 共進行了 44 項持倉異動，包含新建倉 10 個部位、加碼 23 個部位、減碼 6 個部位以及清倉 5 個部位。 其中最大新建倉標的為 HIMS。 本季清倉部位包含 HD。
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。