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: 0000773411
申報總市值
US$9.1億
US$9.1億
1056 檔
22.7%
在 Q2 2026 申報期間，Valley National Advisers Inc（CIK: 0000773411）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$9.1億，共持有 1056 個公開申報部位。
觀察 Q2 2026 的資金脈絡，Valley National Advisers Inc 在獲利結算 4 檔個股的同時，將資本重新部署至 6 檔新選標的，展現主動管理機構的輪動節奏。
從部位權重觀察，前 5 大標的（包含 SCHX, SCHG, VTV）累計市值佔比達 22.7%，是驅動 Valley National Advisers Inc 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 1056 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 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 6.90% | +0.25% | +3.18% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 4.32% | +0.53% | +8.17% | |
| 3 | VTV | Vanguard Value ETF | ETF-其他 | 4.04% | +0.18% | +7.84% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 4.04% | +0.57% | +20.64% | |
| 5 | FELC | Fidelity Enh Lrg Cap Cor ETF | ETF-其他 | 3.59% | -0.06% | -2.65% | |
| 6 | FBND | Fidelity Total Bond ETF | ETF-其他 | 3.44% | -0.16% | +7.18% | |
| 7 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 3.01% | -0.01% | -0.39% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 3.01% | +0.02% | +1.92% | |
| 9 | CGGR | Cap Group Growth Equity | ETF-其他 | 2.90% | -0.09% | -2.06% | |
| 10 | LRCX | Lam Research CORP | 股票-科技 | 2.85% | -1.27% | -2.08% | |
| 11 | BOND | Pimco Active Bond Exchange-t | ETF-其他 | 2.82% | -1.06% | +6.76% | |
| 12 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 1.86% | -1.12% | +2.24% | |
| 13 | DFAI | Dimensional International Co | ETF-其他 | 1.82% | +0.10% | +7.00% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.62% | +0.52% | -3.67% | |
| 15 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 1.50% | -0.10% | +0.60% | |
| 16 | GARP | Ishares Msci USA Quality Gar | ETF-其他 | 1.47% | +0.04% | -0.85% | |
| 17 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.43% | -0.12% | -2.54% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.33% | -0.54% | +10.98% | |
| 19 | KLAC | Kla CORP | 股票-科技 | 1.21% | -0.57% | +881.26% | |
| 20 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-其他 | 1.12% | +0.13% | +5.27% | |
| 21 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 1.06% | -0.01% | +3.24% | |
| 22 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.99% | +0.01% | -0.46% | |
| 23 | AMAT | Applied Materials Inc | 股票-科技 | 0.97% | -0.31% | -2.20% | |
| 24 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.95% | +0.02% | +1.81% | |
| 25 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.95% | +0.02% | +686.77% | |
| 26 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.92% | +0.04% | +7.00% | |
| 27 | NVDA | Nvidia CORP | 股票-科技 | 0.90% | +0.36% | +17.62% | |
| 28 | LDUR | Pimco Enhanced Low Duration | ETF-其他 | 0.85% | +0.13% | +26.64% | |
| 29 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 0.73% | -0.08% | -0.24% | |
| 30 | AVGO | Broadcom Inc | 股票-科技 | 0.67% | -0.08% | -1.74% | |
| 31 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.67% | -0.03% | +0.98% | |
| 32 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.64% | -0.32% | +0.17% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.61% | — | +28.88% | |
| 34 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.59% | -0.15% | +3.52% | |
| 35 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.55% | — | +64.36% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.51% | -0.01% | +0.30% | |
| 37 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 0.48% | -0.07% | +2.67% | |
| 38 | FMDE | Fidelity Enhanced Mid Cap Co | ETF-其他 | 0.48% | +1.02% | -6.92% | |
| 39 | MO | Altria Group Inc | 股票-非循環性消費 | 0.47% | -0.04% | -0.20% | |
| 40 | IMCG | Ishares Morningstar Mid-cap | ETF-其他 | 0.44% | -0.02% | -0.29% | |
| 41 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.43% | +0.07% | -1.06% | |
| 42 | LMT | Lockheed Martin CORP | 股票-工業 | 0.43% | — | -1.21% | |
| 43 | ADI | Analog Devices Inc | 股票-科技 | 0.42% | -0.02% | -5.54% | |
| 44 | AMGN | Amgen Inc | 股票-醫療保健 | 0.41% | +0.06% | -4.57% | |
| 45 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.41% | — | -0.94% | |
| 46 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.41% | -0.01% | +0.54% | |
| 47 | PM | Philip Morris International | 股票-非循環性消費 | 0.40% | +0.01% | -0.02% | |
| 48 | SDVY | First Trust Smid Cap Rising | ETF-其他 | 0.39% | -0.02% | +2.43% | |
| 49 | TT | Trane Technologies plc | 股票-工業 | 0.37% | -0.02% | -0.56% | |
| 50 | ASCI | Abrdn Internal Small Ca ETF | ETF-其他 | 0.36% | -0.02% | -0.76% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | LRCX | Lam Research CORP | +1.2% | -2.08% | 減碼 |
| 2 | AAPL | Apple Inc | +0.6% | +20.64% | 加碼 |
| 3 | KLAC | Kla CORP | +0.5% | +881.26% | 加碼 |
| 4 | AMAT | Applied Materials Inc | +0.4% | -2.20% | 減碼 |
| 5 | SCHG | Schwab US Large-cap Growth | +0.3% | +8.17% | 加碼 |
| 6 | SMH | Vaneck Semiconductor ETF | +0.2% | -0.24% | 減碼 |
| 7 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | -2.54% | 減碼 |
| 8 | VONG | Vanguard Russell 1000 Growth | +0.2% | +64.36% | 加碼 |
| 9 | GOOGL | Alphabet Inc-cl A | +0.2% | +10.98% | 加碼 |
| 10 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +28.88% | 加碼 |
| 11 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.1% | +3.24% | 加碼 |
| 12 | GARP | Ishares Msci USA Quality Gar | +0.1% | -0.85% | 減碼 |
| 13 | VGT | Vanguard Info Tech ETF | +0.1% | +686.77% | 加碼 |
| 14 | NVDA | Nvidia CORP | +0.1% | +17.62% | 加碼 |
| 15 | SCHX | Schwab US Large-cap ETF | +0.1% | +3.18% | 加碼 |
| 16 | VTV | Vanguard Value ETF | +0.1% | +7.84% | 加碼 |
| 17 | LLY | Eli Lilly & Co | +0.1% | +0.98% | 加碼 |
| 18 | UNH | Unitedhealth Group Inc | +0.1% | +0.12% | 加碼 |
| 19 | AMD | Advanced Micro Devices | +0.1% | +52.67% | 加碼 |
| 20 | MU | Micron Technology Inc | +0.1% | +103.50% | 加碼 |
| 21 | LDUR | Pimco Enhanced Low Duration | +0.1% | +26.64% | 加碼 |
| 22 | RSPT | Invesco S&p 500 Equal Weight | +0.1% | — | 不變 |
| 23 | ✓ | +0.1% | NEW | 新建倉 | |
| 24 | ✓ | +0.1% | NEW | 新建倉 | |
| 25 | APH | Amphenol Corp-cl A | +0.1% | +0.42% | 加碼 |
| 26 | ASML | ASML Holding N.V. | +0.1% | +3.65% | 加碼 |
| 27 | CHAT | Roundhill Gen Ai & Tech ETF | +0.1% | — | 不變 |
| 28 | GLW | Corning Inc | +0.1% | +50.81% | 加碼 |
| 29 | COHR | Coherent CORP | +0.1% | +0.48% | 加碼 |
| 30 | CSCO | Cisco Systems Inc | +0.1% | +5.50% | 加碼 |
| 31 | SCHM | Schwab US Mid Cap ETF | 0% | +0.60% | 加碼 |
| 32 | SCHA | Schwab US Small-cap ETF | 0% | +2.67% | 加碼 |
| 33 | CIBR | First Trust Nasdaq Cybersecu | 0% | -0.61% | 減碼 |
| 34 | CAT | Caterpillar Inc | 0% | -1.00% | 減碼 |
| 35 | MPWR | Monolithic Power Systems Inc | 0% | +1.51% | 加碼 |
| 36 | INTC | Intel CORP | 0% | +28.60% | 加碼 |
| 37 | AVGO | Broadcom Inc | 0% | -1.74% | 減碼 |
| 38 | IMCG | Ishares Morningstar Mid-cap | 0% | -0.29% | 減碼 |
| 39 | TECB | Ishares US Tech Breakthrough | 0% | -0.23% | 減碼 |
| 40 | TSLA | Tesla Inc | 0% | +14.36% | 加碼 |
| 41 | QCOM | Qualcomm Inc | 0% | -1.09% | 減碼 |
| 42 | LNG | Cheniere Energy Inc | 0% | +248.48% | 加碼 |
| 43 | NBIS | Nebius Group N.V. | 0% | — | 不變 |
| 44 | CRS | Carpenter Technology | 0% | NEW | 新建倉 |
| 45 | TER | Teradyne Inc | 0% | -0.09% | 減碼 |
| 46 | PANW | Palo Alto Networks Inc | 0% | +68.16% | 加碼 |
| 47 | JBL | Jabil Inc | 0% | NEW | 新建倉 |
| 48 | AKAM | Akamai Technologies Inc | 0% | +10714.29% | 加碼 |
| 49 | EXC | Exelon CORP | 0% | +1208.63% | 加碼 |
| 50 | EQT | Eqt CORP | 0% | +256.08% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Valley National Advisers Inc 在 Q2 2026 季度的美股持倉總市值約為 US$9.1億，共申報了 1056 個公開持股部位。
在 Q2 2026 季度，Valley National Advisers Inc 按市值排列的前三大核心持股分別為：SCHX (6.9%)、SCHG (4.3%)、VTV (4.0%)。其中最大持股部位 SCHX 佔據整體投資組合約 6.9% 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
市值: US$66.4萬
本季最大獲利了結 / 清倉標的
XOM
前期市值: US$371.3萬
在 Q2 2026 季度中，Valley National Advisers Inc 共進行了 190 項持倉異動，包含新建倉 6 個部位、加碼 89 個部位、減碼 91 個部位以及清倉 4 個部位。 其中最大新建倉標的為 。 本季清倉部位包含 XOM。
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。