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: 0001719305
申報總市值
US$23.5億
US$23.5億
653 檔
10.7%
Verdence Capital Advisors LLC 在 Q2 2026 季度的美股部位總計估值為 US$23.5億，分散於 653 個持倉標的之中，反映其市場參與廣度與投資規模。
從 Q2 2026 申報觀察，Verdence Capital Advisors LLC 採取防禦導向的調倉策略，本季減碼 102 檔個股並出清 16 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 BIL, AAPL, JAAA）累計市值佔比達 10.7%，是驅動 Verdence Capital Advisors LLC 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 653 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 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 3.49% | -1.17% | +23.28% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 2.99% | +0.21% | -2.51% | |
| 3 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 2.57% | +2.00% | +25.24% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.10% | -0.31% | -11.77% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.01% | -0.41% | +4.39% | |
| 6 | MU | Micron Technology Inc | 股票-科技 | 1.90% | -0.46% | -47.91% | |
| 7 | MGNR | Amer Beac Glg Ntrl Rsrcs ETF | ETF-其他 | 1.88% | -0.29% | +0.01% | |
| 8 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 1.81% | -0.33% | -12.51% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.65% | +0.53% | -7.58% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.51% | -0.21% | +5.68% | |
| 11 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-其他 | 1.49% | -0.25% | +4.12% | |
| 12 | VONV | Vanguard Russell 1000 Value | ETF-其他 | 1.49% | -0.23% | -2.22% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.41% | -0.13% | -2.57% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.36% | -0.20% | -1.48% | |
| 15 | AMAT | Applied Materials Inc | 股票-科技 | 1.36% | -0.53% | -19.57% | |
| 16 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.34% | -0.02% | +8.55% | |
| 17 | KLAC | Kla CORP | 股票-科技 | 1.29% | -0.60% | +711.20% | |
| 18 | AVGO | Broadcom Inc | 股票-科技 | 1.24% | -0.24% | -9.48% | |
| 19 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.24% | -0.21% | -8.99% | |
| 20 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.22% | -0.23% | +0.11% | |
| 21 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 1.10% | -0.15% | +1.68% | |
| 22 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.07% | -0.24% | -3.01% | |
| 23 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.07% | -0.13% | -8.43% | |
| 24 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 1.05% | -0.20% | -4.22% | |
| 25 | NVDA | Nvidia CORP | 股票-科技 | 1.02% | +0.31% | +0.39% | |
| 26 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.96% | -0.17% | +0.92% | |
| 27 | XOM | Exxon Mobil CORP | 股票-能源 | 0.85% | -0.85% | EXIT | |
| 28 | V | Visa Inc-class A Shares | 股票-金融 | 0.83% | +0.14% | -0.93% | |
| 29 | WPC | Wp Carey Inc | 股票-房地產 | 0.75% | -0.20% | +71.09% | |
| 30 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.70% | +0.05% | +3.16% | |
| 31 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.70% | +0.16% | -0.91% | |
| 32 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.69% | -0.02% | -2.25% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.66% | -0.11% | -2.14% | |
| 34 | VUG | Vanguard Growth ETF | ETF-其他 | 0.62% | +0.05% | +490.33% | |
| 35 | CB | Chubb Limited | 股票-金融 | 0.56% | -0.14% | -2.67% | |
| 36 | TSLA | Tesla Inc | 股票-循環性消費 | 0.55% | -0.17% | +28.42% | |
| 37 | WRB | Wr Berkley CORP | 股票-金融 | 0.54% | -0.11% | +31.51% | |
| 38 | URI | United Rentals Inc | 股票-工業 | 0.54% | -0.14% | -0.88% | |
| 39 | EVR | Evercore Inc - A | 股票-金融 | 0.53% | -0.18% | -0.01% | |
| 40 | CMI | Cummins Inc | 股票-工業 | 0.52% | -0.47% | -18.97% | |
| 41 | ONTO | Onto Innovation Inc | 股票-科技 | 0.52% | -0.16% | +2.00% | |
| 42 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.47% | -0.09% | +7.56% | |
| 43 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.45% | -0.06% | -18.77% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.45% | -0.07% | -8.01% | |
| 45 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.43% | +0.03% | +0.08% | |
| 46 | MCK | Mckesson CORP | 股票-醫療保健 | 0.42% | -0.02% | -2.91% | |
| 47 | VTV | Vanguard Value ETF | ETF-其他 | 0.42% | +0.03% | -0.11% | |
| 48 | TTWO | Take-two Interactive Softwre | 股票-通訊服務 | 0.42% | +0.01% | -0.80% | |
| 49 | INTC | Intel CORP | 股票-科技 | 0.42% | -0.11% | +38.75% | |
| 50 | BX | Blackstone Inc | 股票-金融 | 0.41% | +0.03% | +257.02% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +0.7% | -47.91% | 減碼 |
| 2 | AMAT | Applied Materials Inc | +0.5% | -19.57% | 減碼 |
| 3 | KLAC | Kla CORP | +0.4% | +711.20% | 加碼 |
| 4 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.4% | +23.28% | 加碼 |
| 5 | INTC | Intel CORP | +0.3% | +38.75% | 加碼 |
| 6 | JAAA | Janus Henderson Aaa Clo ETF | +0.3% | +25.24% | 加碼 |
| 7 | WPC | Wp Carey Inc | +0.3% | +71.09% | 加碼 |
| 8 | BX | Blackstone Inc | +0.3% | +257.02% | 加碼 |
| 9 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +0.11% | 加碼 |
| 10 | ONTO | Onto Innovation Inc | +0.2% | +2.00% | 加碼 |
| 11 | AMD | Advanced Micro Devices | +0.2% | -16.63% | 減碼 |
| 12 | SYK | Stryker CORP | +0.2% | +434.58% | 加碼 |
| 13 | URI | United Rentals Inc | +0.2% | -0.88% | 減碼 |
| 14 | AMZN | Amazon.com Inc | +0.1% | +8.55% | 加碼 |
| 15 | TSLA | Tesla Inc | +0.1% | +28.42% | 加碼 |
| 16 | TMO | Thermo Fisher Scientific Inc | +0.1% | +61.80% | 加碼 |
| 17 | GOOGL | Alphabet Inc-cl A | +0.1% | -2.57% | 減碼 |
| 18 | GLW | Corning Inc | +0.1% | +8.44% | 加碼 |
| 19 | WRB | Wr Berkley CORP | +0.1% | +31.51% | 加碼 |
| 20 | WD | Walker & Dunlop Inc | +0.1% | +22.34% | 加碼 |
| 21 | TDG | Transdigm Group Inc | +0.1% | +205.76% | 加碼 |
| 22 | JPM | Jpmorgan Chase & Co | +0.1% | +5.68% | 加碼 |
| 23 | GOOG | Alphabet Inc-cl C | +0.1% | +3.16% | 加碼 |
| 24 | ✓ | +0.1% | NEW | 新建倉 | |
| 25 | ✓ | +0.1% | NEW | 新建倉 | |
| 26 | CSCO | Cisco Systems Inc | +0.1% | -3.91% | 減碼 |
| 27 | UNH | Unitedhealth Group Inc | +0.1% | -1.57% | 減碼 |
| 28 | LTH | Life Time Group Holdings Inc | +0.1% | -0.32% | 減碼 |
| 29 | LRCX | Lam Research CORP | +0.1% | -19.33% | 減碼 |
| 30 | RF | Regions Financial CORP | +0.1% | +195.18% | 加碼 |
| 31 | BA | Boeing Co/the | +0.1% | +59.01% | 加碼 |
| 32 | IWM | Ishares Russell 2000 ETF | +0.1% | -3.01% | 減碼 |
| 33 | CAT | Caterpillar Inc | +0.1% | -11.14% | 減碼 |
| 34 | CAH | Cardinal Health Inc | +0.1% | +32.62% | 加碼 |
| 35 | MNST | Monster Beverage CORP | +0.1% | NEW | 新建倉 |
| 36 | TTWO | Take-two Interactive Softwre | +0.1% | -0.80% | 減碼 |
| 37 | ASML | ASML Holding N.V. | +0.1% | -16.61% | 減碼 |
| 38 | LUV | Southwest Airlines Co | +0.1% | +11.83% | 加碼 |
| 39 | ADP | Automatic Data Processing | +0.1% | +124.82% | 加碼 |
| 40 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | NEW | 新建倉 |
| 41 | ARCC | Ares Capital CORP | +0.1% | +393.81% | 加碼 |
| 42 | EEM | Ishares Msci Emerging Market | 0% | -4.22% | 減碼 |
| 43 | NVDA | Nvidia CORP | 0% | +0.39% | 加碼 |
| 44 | AZO | Autozone Inc | 0% | +31.60% | 加碼 |
| 45 | GE | General Electric | 0% | -7.33% | 減碼 |
| 46 | PAYX | Paychex Inc | 0% | +19.63% | 加碼 |
| 47 | XLK | Ss Technology Select Sector | 0% | -4.04% | 減碼 |
| 48 | UNP | Union Pacific CORP | 0% | +18.17% | 加碼 |
| 49 | SGOV | Ishares 0-3 Month Treasury B | 0% | +96.23% | 加碼 |
| 50 | CRWD | Crowdstrike Holdings Inc - A | 0% | -6.78% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Verdence Capital Advisors LLC 在 Q2 2026 季度的美股持倉總市值約為 US$23.5億，共申報了 653 個公開持股部位。
在 Q2 2026 季度，Verdence Capital Advisors LLC 按市值排列的前三大核心持股分別為：BIL (3.5%)、AAPL (3.0%)、JAAA (2.6%)。其中最大持股部位 BIL 佔據整體投資組合約 3.5% 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$180.8萬
本季最大獲利了結 / 清倉標的
HON
前期市值: US$363.6萬
在 Q2 2026 季度中，Verdence Capital Advisors LLC 共進行了 197 項持倉異動，包含新建倉 18 個部位、加碼 61 個部位、減碼 102 個部位以及清倉 16 個部位。 其中最大新建倉標的為 。 本季清倉部位包含 HON。
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。