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: 0001539948
申報總市值
US$14.6億
US$14.6億
259 檔
23.7%
United Asset Strategies, Inc. 在 Q2 2026 季度的美股部位總計估值為 US$14.6億，分散於 259 個持倉標的之中，反映其市場參與廣度與投資規模。
United Asset Strategies, Inc. 於 Q2 2026 展現出進攻型調倉步調，本季推動了 20 檔股票的新建倉與 93 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
在資產配置集中度方面，United Asset Strategies, Inc. 的前 5 大核心持股（包含 NVDA, AAPL, GOOGL 等）合計佔整體申報市值的 23.7%，反映機構在主要關鍵部位上的權重分佈。
本季最大新建倉標的
CSGP
市值: US$1384.9萬
本季最大獲利了結 / 清倉標的
JKHY
前期市值: US$435.1萬
僅顯示前 200 大持股（共 259 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 | NVDA | Nvidia CORP | 股票-科技 | 5.99% | +0.72% | +7.97% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.83% | +0.91% | +25.67% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 5.02% | -0.85% | -2.59% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.08% | -0.26% | +0.89% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.45% | +1.05% | +18.12% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 2.23% | -0.26% | +7.61% | |
| 7 | SOXX | Ishares Semiconductor ETF | ETF-其他 | 2.22% | -0.25% | -16.87% | |
| 8 | XLK | Ss Technology Select Sector | ETF-科技型 | 2.10% | -0.22% | -32.83% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.08% | +0.52% | +3.08% | |
| 10 | ASML | ASML Holding N.V. | 股票-科技 | 1.83% | -0.19% | -21.36% | |
| 11 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 1.77% | -0.13% | +1.05% | |
| 12 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 1.75% | -0.30% | +1.92% | |
| 13 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.57% | +0.19% | -38.82% | |
| 14 | MA | Mastercard Inc - A | 股票-金融 | 1.56% | +0.11% | +2.09% | |
| 15 | PH | Parker Hannifin CORP | 股票-工業 | 1.42% | -0.04% | +2.26% | |
| 16 | BAC | Bank Of America CORP | 股票-金融 | 1.36% | -0.09% | +0.80% | |
| 17 | GWW | Ww Grainger Inc | 股票-工業 | 1.35% | -0.13% | +0.76% | |
| 18 | VMBS | Vanguard Mortgage-backed Sec | ETF-其他 | 1.33% | -0.07% | -3.79% | |
| 19 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.30% | +0.13% | -31.73% | |
| 20 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.28% | -0.05% | -0.11% | |
| 21 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 1.23% | -0.07% | -0.66% | |
| 22 | KMI | Kinder Morgan, Inc. | 股票-能源 | 1.22% | -0.08% | +6.00% | |
| 23 | ECL | Ecolab Inc | 股票-原物料 | 1.14% | -0.03% | +1.54% | |
| 24 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.11% | +0.30% | +1.04% | |
| 25 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.10% | -0.01% | -36.67% | |
| 26 | LMT | Lockheed Martin CORP | 股票-工業 | 1.09% | -0.01% | +1.56% | |
| 27 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 1.09% | -0.07% | -1.72% | |
| 28 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.04% | +0.02% | +1.40% | |
| 29 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.03% | -0.08% | -0.28% | |
| 30 | NOW | Servicenow Inc | 股票-科技 | 1.02% | +0.34% | +14.78% | |
| 31 | DUK | Duke Energy CORP | 股票-公用事業 | 1.00% | -0.46% | +0.01% | |
| 32 | MNST | Monster Beverage CORP | 股票-非循環性消費 | 0.99% | -0.15% | -4.35% | |
| 33 | ETN | Eaton Corporation plc | 股票-工業 | 0.98% | — | -0.94% | |
| 34 | CSGP | Costar Group Inc | 股票-房地產 | 0.98% | -0.07% | — | |
| 35 | PM | Philip Morris International | 股票-非循環性消費 | 0.91% | +0.05% | +2.20% | |
| 36 | SPGI | S&p Global Inc | 股票-金融 | 0.89% | -0.04% | +842.63% | |
| 37 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.85% | -0.05% | +4.33% | |
| 38 | APH | Amphenol Corp-cl A | 股票-科技 | 0.85% | -0.06% | +1407.62% | |
| 39 | AMGN | Amgen Inc | 股票-醫療保健 | 0.84% | +0.06% | +0.36% | |
| 40 | HD | Home Depot Inc | 股票-循環性消費 | 0.80% | -0.17% | +1.82% | |
| 41 | MBSF | Regan Floating Rate Mbs ETF | ETF-其他 | 0.77% | -0.02% | +137.03% | |
| 42 | LNG | Cheniere Energy Inc | 股票-能源 | 0.77% | +0.09% | +57.46% | |
| 43 | AIG | American International Group | 股票-金融 | 0.73% | — | +2.50% | |
| 44 | C | Citigroup Inc | 股票-金融 | 0.67% | -0.06% | -47.37% | |
| 45 | MCK | Mckesson CORP | 股票-醫療保健 | 0.61% | +0.06% | +0.95% | |
| 46 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 0.60% | -0.05% | -0.40% | |
| 47 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.60% | — | -23.42% | |
| 48 | ETR | Entergy CORP | 股票-公用事業 | 0.57% | -0.08% | +0.08% | |
| 49 | APD | Air Products & Chemicals Inc | 股票-原物料 | 0.55% | -0.04% | -0.14% | |
| 50 | APP | Applovin Corp-class A | 股票-科技 | 0.54% | -0.07% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +1.3% | +25.67% | 加碼 |
| 2 | CSGP | Costar Group Inc | +1% | NEW | 新建倉 |
| 3 | APH | Amphenol Corp-cl A | +0.8% | +1407.62% | 加碼 |
| 4 | SPGI | S&p Global Inc | +0.8% | +842.63% | 加碼 |
| 5 | SOXX | Ishares Semiconductor ETF | +0.7% | -16.87% | 減碼 |
| 6 | NVDA | Nvidia CORP | +0.5% | +7.97% | 加碼 |
| 7 | APP | Applovin Corp-class A | +0.5% | NEW | 新建倉 |
| 8 | PSK | Ss Spdr Ice Pref Sec ETF | +0.5% | NEW | 新建倉 |
| 9 | MBSF | Regan Floating Rate Mbs ETF | +0.4% | +137.03% | 加碼 |
| 10 | GOOGL | Alphabet Inc-cl A | +0.4% | -2.59% | 減碼 |
| 11 | AVGO | Broadcom Inc | +0.3% | +7.61% | 加碼 |
| 12 | PANW | Palo Alto Networks Inc | +0.2% | -38.82% | 減碼 |
| 13 | ✓ | Carnival CORP LTD F | +0.2% | NEW | 新建倉 |
| 14 | MSFT | Microsoft CORP | +0.2% | +18.12% | 加碼 |
| 15 | AMAT | Applied Materials Inc | +0.2% | -6.68% | 減碼 |
| 16 | WFC | Wells Fargo & Co | +0.2% | +76.28% | 加碼 |
| 17 | AMD | Advanced Micro Devices | +0.2% | -31.36% | 減碼 |
| 18 | GWW | Ww Grainger Inc | +0.1% | +0.76% | 加碼 |
| 19 | DFEV | Dimensional Emrg Mrkt Val | +0.1% | +58.47% | 加碼 |
| 20 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.1% | +1.05% | 加碼 |
| 21 | LNG | Cheniere Energy Inc | +0.1% | +57.46% | 加碼 |
| 22 | RJF | Raymond James Financial Inc | +0.1% | +74.43% | 加碼 |
| 23 | MNST | Monster Beverage CORP | +0.1% | -4.35% | 減碼 |
| 24 | DELL | Dell Technologies -c | +0.1% | NEW | 新建倉 |
| 25 | AMZN | Amazon.com Inc | +0.1% | +0.89% | 加碼 |
| 26 | PEP | Pepsico Inc | +0.1% | +66.05% | 加碼 |
| 27 | XSD | Ss Spdr S&p Semiconductor | +0.1% | NEW | 新建倉 |
| 28 | ASML | ASML Holding N.V. | +0.1% | -21.36% | 減碼 |
| 29 | CAT | Caterpillar Inc | +0.1% | +29.46% | 加碼 |
| 30 | ABBV | Abbvie Inc | +0.1% | +45.99% | 加碼 |
| 31 | MU | Micron Technology Inc | +0.1% | -44.94% | 減碼 |
| 32 | TER | Teradyne Inc | +0.1% | NEW | 新建倉 |
| 33 | BAC | Bank Of America CORP | +0.1% | +0.80% | 加碼 |
| 34 | VOO | Vanguard S&p 500 ETF | +0.1% | +135.54% | 加碼 |
| 35 | BKNG | Booking Holdings Inc | +0.1% | NEW | 新建倉 |
| 36 | LYV | Live Nation Entertainment In | +0.1% | NEW | 新建倉 |
| 37 | IGV | Ishares Expanded Tech-softwa | +0.1% | NEW | 新建倉 |
| 38 | TXN | Texas Instruments Inc | +0.1% | +27.23% | 加碼 |
| 39 | TJX | Tjx Companies Inc | +0.1% | +237.82% | 加碼 |
| 40 | FAST | Fastenal Co | +0.1% | NEW | 新建倉 |
| 41 | ETN | Eaton Corporation plc | 0% | -0.94% | 減碼 |
| 42 | LLY | Eli Lilly & Co | 0% | -2.91% | 減碼 |
| 43 | ANET | Arista Networks Inc | 0% | +18.48% | 加碼 |
| 44 | FTNT | Fortinet Inc | 0% | -14.36% | 減碼 |
| 45 | FCX | Freeport-mcmoran Inc | 0% | +83.75% | 加碼 |
| 46 | LRCX | Lam Research CORP | 0% | -7.42% | 減碼 |
| 47 | DDOG | Datadog Inc - Class A | 0% | -26.18% | 減碼 |
| 48 | INTC | Intel CORP | 0% | +2.15% | 加碼 |
| 49 | CHD | Church & Dwight Co Inc | 0% | NEW | 新建倉 |
| 50 | KLAC | Kla CORP | 0% | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，United Asset Strategies, Inc. 在 Q2 2026 季度的美股持倉總市值約為 US$14.6億，共申報了 259 個公開持股部位。
在 Q2 2026 季度，United Asset Strategies, Inc. 按市值排列的前三大核心持股分別為：NVDA (6.0%)、AAPL (5.8%)、GOOGL (5.0%)。其中最大持股部位 NVDA 佔據整體投資組合約 6.0% 的權重。
在 Q2 2026 季度中，United Asset Strategies, Inc. 共進行了 199 項持倉異動，包含新建倉 20 個部位、加碼 93 個部位、減碼 70 個部位以及清倉 16 個部位。 其中最大新建倉標的為 CSGP。 本季清倉部位包含 JKHY。
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。
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。
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。