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: 0001943239
申報總市值
US$10.9億
US$10.9億
725 檔
31.7%
截至 Q2 2026 季度末，V-Square Quantitative Management LLC 的美股持倉估值約為 US$10.9億，全數申報部位共有 725 檔。
Q2 2026 的申報記錄反映 V-Square Quantitative Management LLC 的板塊替換策略：機構本季推動了 98 筆增持與 101 筆減持，籌碼呈現明顯的結構重組。
檢視投資組合結構，前 5 大主力部位（包含 AGG, NVDA, MSFT）占據了總市值的 31.7%，展現出該機構在 Q2 2026 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 725 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 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 11.94% | -0.92% | — | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 8.83% | +0.99% | -3.29% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.99% | +1.72% | +3.31% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.79% | -0.04% | -5.13% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.23% | -0.08% | -4.32% | |
| 6 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.94% | +0.03% | -1.57% | |
| 7 | TSLA | Tesla Inc | 股票-循環性消費 | 1.77% | -0.26% | -4.08% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 1.62% | -0.08% | +1.73% | |
| 9 | LRCX | Lam Research CORP | 股票-科技 | 1.59% | -0.43% | -12.77% | |
| 10 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.31% | +0.10% | -2.60% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 1.13% | +0.04% | -1.26% | |
| 12 | ESGV | Vanguard Esg US Stock ETF | ETF-其他 | 0.97% | -0.97% | EXIT | |
| 13 | MA | Mastercard Inc - A | 股票-金融 | 0.92% | +0.05% | -2.13% | |
| 14 | MU | Micron Technology Inc | 股票-科技 | 0.90% | -0.12% | -39.97% | |
| 15 | CAT | Caterpillar Inc | 股票-工業 | 0.82% | -0.16% | -5.65% | |
| 16 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.78% | -0.03% | +220.46% | |
| 17 | GE | General Electric | 股票-工業 | 0.70% | -0.12% | +13.72% | |
| 18 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.69% | +0.01% | -0.35% | |
| 19 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.62% | +0.08% | -9.85% | |
| 20 | IBM | Intl Business Machines CORP | 股票-科技 | 0.59% | -0.13% | +3.64% | |
| 21 | HD | Home Depot Inc | 股票-循環性消費 | 0.59% | -0.12% | -0.97% | |
| 22 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.56% | +0.09% | -1.89% | |
| 23 | GEV | GE Vernova Inc | 股票-工業 | 0.52% | -0.10% | +6.23% | |
| 24 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.51% | +0.05% | -33.98% | |
| 25 | DE | Deere & Co | 股票-工業 | 0.50% | +0.02% | +55.22% | |
| 26 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.50% | -0.05% | +39.99% | |
| 27 | WDC | Western Digital CORP | 股票-科技 | 0.46% | -0.12% | +24.24% | |
| 28 | WELL | Welltower Inc | 股票-房地產 | 0.46% | +0.02% | +12.64% | |
| 29 | MS | Morgan Stanley | 股票-金融 | 0.46% | -0.05% | -40.59% | |
| 30 | LIN | Linde plc | 股票-原物料 | 0.45% | -0.04% | +10.21% | |
| 31 | UNP | Union Pacific CORP | 股票-工業 | 0.44% | -0.01% | -2.42% | |
| 32 | MRVL | Marvell Technology Inc | 股票-科技 | 0.41% | -0.05% | +3.61% | |
| 33 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.39% | -0.02% | -2.11% | |
| 34 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.38% | +0.03% | +0.70% | |
| 35 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.37% | +0.03% | +13.83% | |
| 36 | INDA | Ishares Msci India ETF | ETF-其他 | 0.36% | -0.04% | +155.47% | |
| 37 | STX | Seagate Technology Holdings plc | 股票-科技 | 0.36% | -0.02% | -10.28% | |
| 38 | CRM | Salesforce Inc | 股票-科技 | 0.35% | +0.13% | -3.52% | |
| 39 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.34% | +0.07% | -4.28% | |
| 40 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.33% | -0.03% | +0.92% | |
| 41 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.33% | — | +31.82% | |
| 42 | ETN | Eaton Corporation plc | 股票-工業 | 0.33% | +0.01% | -2.65% | |
| 43 | MET | Metlife Inc | 股票-金融 | 0.32% | +0.03% | +24.70% | |
| 44 | EWT | Ishares Msci Taiwan ETF | ETF-其他 | 0.32% | — | +28.31% | |
| 45 | MMM | 3m Co | 股票-工業 | 0.31% | — | +99.71% | |
| 46 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.29% | +0.02% | +9.28% | |
| 47 | KLAC | Kla CORP | 股票-科技 | 0.29% | -0.10% | +1782.96% | |
| 48 | IR | Ingersoll-rand Inc | 股票-工業 | 0.29% | -0.03% | +230.70% | |
| 49 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.28% | -0.03% | -0.52% | |
| 50 | SLF | Sun Life Financial Inc | 股票-金融 | 0.28% | -0.02% | +3.87% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ESGV | Vanguard Esg US Stock ETF | +1% | NEW | 新建倉 |
| 2 | LRCX | Lam Research CORP | +0.6% | -12.77% | 減碼 |
| 3 | COST | Costco Wholesale CORP | +0.5% | +220.46% | 加碼 |
| 4 | MU | Micron Technology Inc | +0.4% | -39.97% | 減碼 |
| 5 | WDC | Western Digital CORP | +0.3% | +24.24% | 加碼 |
| 6 | MRVL | Marvell Technology Inc | +0.3% | +3.61% | 加碼 |
| 7 | LLY | Eli Lilly & Co | +0.3% | -1.57% | 減碼 |
| 8 | PANW | Palo Alto Networks Inc | +0.3% | -9.85% | 減碼 |
| 9 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +39.99% | 加碼 |
| 10 | GOOGL | Alphabet Inc-cl A | +0.2% | -5.13% | 減碼 |
| 11 | INDA | Ishares Msci India ETF | +0.2% | +155.47% | 加碼 |
| 12 | KLAC | Kla CORP | +0.2% | +1782.96% | 加碼 |
| 13 | IR | Ingersoll-rand Inc | +0.2% | +230.70% | 加碼 |
| 14 | ICL | ICL Group Ltd | +0.2% | NEW | 新建倉 |
| 15 | GOOG | Alphabet Inc-cl C | +0.2% | -4.32% | 減碼 |
| 16 | CAT | Caterpillar Inc | +0.2% | -5.65% | 減碼 |
| 17 | GE | General Electric | +0.2% | +13.72% | 加碼 |
| 18 | DE | Deere & Co | +0.2% | +55.22% | 加碼 |
| 19 | STX | Seagate Technology Holdings plc | +0.2% | -10.28% | 減碼 |
| 20 | AVGO | Broadcom Inc | +0.2% | +1.73% | 加碼 |
| 21 | T | At&t Inc | +0.2% | +503.60% | 加碼 |
| 22 | MMM | 3m Co | +0.2% | +99.71% | 加碼 |
| 23 | EWT | Ishares Msci Taiwan ETF | +0.1% | +28.31% | 加碼 |
| 24 | SYK | Stryker CORP | +0.1% | +162.59% | 加碼 |
| 25 | FTV | Fortive CORP | +0.1% | +203.85% | 加碼 |
| 26 | RCL | Royal Caribbean Cruises Ltd. | +0.1% | +238.92% | 加碼 |
| 27 | GEV | GE Vernova Inc | +0.1% | +6.23% | 加碼 |
| 28 | MCHI | Ishares Msci China ETF | +0.1% | +369.52% | 加碼 |
| 29 | FIX | Comfort Systems USA Inc | +0.1% | +169.80% | 加碼 |
| 30 | FTNT | Fortinet Inc | +0.1% | +5.64% | 加碼 |
| 31 | COHR | Coherent CORP | +0.1% | +184.40% | 加碼 |
| 32 | ABBV | Abbvie Inc | +0.1% | +44.84% | 加碼 |
| 33 | SRE | Sempra | +0.1% | +82.97% | 加碼 |
| 34 | F | Ford Motor Co | +0.1% | +298.36% | 加碼 |
| 35 | MET | Metlife Inc | +0.1% | +24.70% | 加碼 |
| 36 | JPM | Jpmorgan Chase & Co | +0.1% | +31.82% | 加碼 |
| 37 | ✓ | Carnival CORP LTD F | +0.1% | NEW | 新建倉 |
| 38 | ROST | Ross Stores Inc | +0.1% | +152.65% | 加碼 |
| 39 | SNDK | Sandisk CORP | +0.1% | -9.35% | 減碼 |
| 40 | WELL | Welltower Inc | +0.1% | +12.64% | 加碼 |
| 41 | UAL | United Airlines Holdings Inc | +0.1% | +8.76% | 加碼 |
| 42 | GSK | Gsk Plc-spon Adr | +0.1% | +75.17% | 加碼 |
| 43 | FITB | Fifth Third Bancorp | +0.1% | +198.63% | 加碼 |
| 44 | CMG | Chipotle Mexican Grill Inc | +0.1% | +203.56% | 加碼 |
| 45 | TGT | Target CORP | +0.1% | +36.56% | 加碼 |
| 46 | ASML | ASML Holding N.V. | +0.1% | -4.21% | 減碼 |
| 47 | AON | Aon plc | +0.1% | +116.79% | 加碼 |
| 48 | GPN | Global Payments Inc | +0.1% | +166.54% | 加碼 |
| 49 | APO | Apollo Global Management Inc | +0.1% | +107.45% | 加碼 |
| 50 | DELL | Dell Technologies -c | +0.1% | -7.42% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，V-Square Quantitative Management LLC 在 Q2 2026 季度的美股持倉總市值約為 US$10.9億，共申報了 725 個公開持股部位。
在 Q2 2026 季度，V-Square Quantitative Management LLC 按市值排列的前三大核心持股分別為：AGG (11.9%)、NVDA (8.8%)、MSFT (5.0%)。其中最大持股部位 AGG 佔據整體投資組合約 11.9% 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
ESGV
市值: US$1018.2萬
本季最大獲利了結 / 清倉標的
RDY
前期市值: US$128.7萬
在 Q2 2026 季度中，V-Square Quantitative Management LLC 共進行了 199 項持倉異動，包含新建倉 9 個部位、加碼 89 個部位、減碼 87 個部位以及清倉 14 個部位。 其中最大新建倉標的為 ESGV。 本季清倉部位包含 RDY。
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。