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: 0002023386
申報總市值
US$4.0億
US$4.0億
167 檔
15.3%
Vista Investment Partners LLC 在 Q1 2026 季度的美股部位總計估值為 US$4.0億，分散於 167 個持倉標的之中，反映其市場參與廣度與投資規模。
Q1 2026 數據顯示 Vista Investment Partners LLC 積極進場，新開立 19 個部位並同步加碼 83 檔個股，反映機構在該季度的資金注入與籌碼積累。
從部位權重觀察，前 5 大標的（包含 XOM, AAPL, SPY）累計市值佔比達 15.3%，是驅動 Vista Investment Partners LLC 該季度整體投資組合績效表現的核心支柱。
| # | 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 | XOM | Exxon Mobil CORP | 股票-能源 | 4.14% | -0.97% | -3.83% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.18% | +0.38% | +0.17% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.17% | +0.30% | +0.17% | |
| 4 | CVX | Chevron CORP | 股票-能源 | 2.88% | -0.68% | +0.01% | |
| 5 | ARLP | Alliance Resource Partners | 股票-其他 | 2.66% | -0.47% | — | |
| 6 | AVDE | Avantis International Equity | ETF-其他 | 2.56% | -0.06% | +4.34% | |
| 7 | KLAC | Kla CORP | 股票-科技 | 2.43% | +0.56% | -12.78% | |
| 8 | PULS | Pgim Ultra Short Bond ETF | ETF-其他 | 2.04% | -2.04% | EXIT | |
| 9 | PH | Parker Hannifin CORP | 股票-工業 | 1.98% | +0.02% | -5.73% | |
| 10 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 1.75% | -0.12% | +2.13% | |
| 11 | OGE | Oge Energy CORP | 股票-公用事業 | 1.69% | -0.06% | +0.11% | |
| 12 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.67% | +0.17% | +0.07% | |
| 13 | COR | Cencora Inc | 股票-醫療保健 | 1.66% | -0.27% | +2.07% | |
| 14 | TNL | Travel + Leisure Co | 股票-循環性消費 | 1.64% | +0.04% | +1.82% | |
| 15 | MA | Mastercard Inc - A | 股票-金融 | 1.59% | -0.07% | +2.95% | |
| 16 | JBL | Jabil Inc | 股票-科技 | 1.49% | +0.53% | +1.97% | |
| 17 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.39% | -0.17% | +2.64% | |
| 18 | FITB | Fifth Third Bancorp | 股票-金融 | 1.35% | +0.17% | +2.73% | |
| 19 | KR | Kroger Co | 股票-非循環性消費 | 1.34% | -1.34% | EXIT | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.34% | +0.33% | +0.25% | |
| 21 | FHI | Federated Hermes Inc | 股票-金融 | 1.32% | -0.13% | — | |
| 22 | BJ | Bj's Wholesale Club Holdings | 股票-非循環性消費 | 1.31% | -1.31% | EXIT | |
| 23 | NVDA | Nvidia CORP | 股票-科技 | 1.30% | +0.13% | +1.09% | |
| 24 | SGI | Somnigroup International Inc | 股票-循環性消費 | 1.30% | -0.01% | +2.27% | |
| 25 | THC | Tenet Healthcare CORP | 股票-醫療保健 | 1.29% | -1.29% | EXIT | |
| 26 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.26% | +0.04% | +3.47% | |
| 27 | DELL | Dell Technologies -c | 股票-科技 | 1.24% | +1.19% | — | |
| 28 | IVZ | Invesco Ltd. | 股票-金融 | 1.20% | +0.01% | — | |
| 29 | CB | Chubb Limited | 股票-金融 | 1.16% | -0.02% | +2.88% | |
| 30 | NDAQ | Nasdaq Inc | 股票-金融 | 1.16% | -0.16% | +3.25% | |
| 31 | MAR | Marriott International -cl A | 股票-循環性消費 | 1.13% | +0.06% | +2.92% | |
| 32 | MCO | Moody's CORP | 股票-金融 | 1.13% | -0.03% | — | |
| 33 | CFG | Citizens Financial Group | 股票-金融 | 1.13% | +0.10% | +3.88% | |
| 34 | MSFT | Microsoft CORP | 股票-科技 | 1.12% | -0.06% | +0.37% | |
| 35 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.12% | -0.24% | +0.29% | |
| 36 | HON | Honeywell International Inc | 股票-工業 | 1.10% | -1.10% | EXIT | |
| 37 | HCA | Hca Healthcare Inc | 股票-醫療保健 | 1.10% | -1.10% | EXIT | |
| 38 | DRI | Darden Restaurants Inc | 股票-循環性消費 | 1.05% | -0.03% | +4.38% | |
| 39 | SBH | Sally Beauty Holdings Inc | 股票-其他 | 1.04% | -1.04% | EXIT | |
| 40 | PNC | Pnc Financial Services Group | 股票-金融 | 1.02% | +0.11% | +3.87% | |
| 41 | UHS | Universal Health Services-b | 股票-醫療保健 | 1.00% | -1.00% | EXIT | |
| 42 | GWW | Ww Grainger Inc | 股票-工業 | 0.98% | +0.22% | +4.10% | |
| 43 | TSLA | Tesla Inc | 股票-循環性消費 | 0.96% | +0.07% | +0.08% | |
| 44 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.90% | +0.21% | -23.73% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.88% | +0.01% | +2.61% | |
| 46 | OKE | Oneok Inc | 股票-能源 | 0.80% | -0.01% | +41.35% | |
| 47 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.79% | +0.27% | — | |
| 48 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.77% | +0.05% | -0.13% | |
| 49 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.75% | -0.13% | +0.15% | |
| 50 | VFLO | Victoryshares Free Cash Flow | ETF-其他 | 0.74% | +0.04% | +15.51% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +1.1% | -3.83% | 減碼 |
| 2 | CVX | Chevron CORP | +0.8% | +0.01% | 加碼 |
| 3 | ARLP | Alliance Resource Partners | +0.5% | — | 不變 |
| 4 | OKE | Oneok Inc | +0.3% | +41.35% | 加碼 |
| 5 | UHS | Universal Health Services-b | +0.3% | +70.47% | 加碼 |
| 6 | JBL | Jabil Inc | +0.3% | +1.97% | 加碼 |
| 7 | KR | Kroger Co | +0.2% | +3.03% | 加碼 |
| 8 | VZ | Verizon Communications Inc | +0.2% | +0.29% | 加碼 |
| 9 | PG | Procter & Gamble Co/the | +0.2% | +53.59% | 加碼 |
| 10 | AVDE | Avantis International Equity | +0.2% | +4.34% | 加碼 |
| 11 | OGE | Oge Energy CORP | +0.2% | +0.11% | 加碼 |
| 12 | HON | Honeywell International Inc | +0.2% | +3.48% | 加碼 |
| 13 | BJ | Bj's Wholesale Club Holdings | +0.2% | +3.48% | 加碼 |
| 14 | JNJ | Johnson & Johnson | +0.2% | +3.47% | 加碼 |
| 15 | KLAC | Kla CORP | +0.2% | -12.78% | 減碼 |
| 16 | WMB | Williams Cos Inc | +0.1% | -0.09% | 減碼 |
| 17 | GWW | Ww Grainger Inc | +0.1% | +4.10% | 加碼 |
| 18 | DRI | Darden Restaurants Inc | +0.1% | +4.38% | 加碼 |
| 19 | VFLO | Victoryshares Free Cash Flow | +0.1% | +15.51% | 加碼 |
| 20 | MAR | Marriott International -cl A | +0.1% | +2.92% | 加碼 |
| 21 | TJX | Tjx Companies Inc | +0.1% | +2.64% | 加碼 |
| 22 | JNJ | Johnson & Johnson | +0.1% | +0.33% | 加碼 |
| 23 | CB | Chubb Limited | +0.1% | +2.88% | 加碼 |
| 24 | WMT | Walmart Inc | +0.1% | +2.20% | 加碼 |
| 25 | CFG | Citizens Financial Group | +0.1% | +3.88% | 加碼 |
| 26 | ORLY | O'reilly Automotive Inc | +0.1% | +2.13% | 加碼 |
| 27 | APD | Air Products & Chemicals Inc | +0.1% | +0.20% | 加碼 |
| 28 | CARY | Angel Oak Income ETF | +0.1% | +94.34% | 加碼 |
| 29 | HCA | Hca Healthcare Inc | +0.1% | +3.09% | 加碼 |
| 30 | MO | Altria Group Inc | +0.1% | -1.21% | 減碼 |
| 31 | NEE | Nextera Energy Inc | +0.1% | +0.04% | 加碼 |
| 32 | KO | Coca-cola Co/the | +0.1% | +0.07% | 加碼 |
| 33 | PFE | Pfizer Inc | +0.1% | -4.16% | 減碼 |
| 34 | PSX | Phillips 66 | 0% | +0.03% | 加碼 |
| 35 | CAT | Caterpillar Inc | 0% | +0.08% | 加碼 |
| 36 | COP | Conocophillips | 0% | +0.11% | 加碼 |
| 37 | TRGP | Targa Resources CORP | 0% | — | 不變 |
| 38 | CTVA | Corteva Inc | 0% | +0.06% | 加碼 |
| 39 | PNC | Pnc Financial Services Group | 0% | +3.87% | 加碼 |
| 40 | COST | Costco Wholesale CORP | 0% | +0.12% | 加碼 |
| 41 | FITB | Fifth Third Bancorp | 0% | +2.73% | 加碼 |
| 42 | LHX | L3harris Technologies Inc | 0% | — | 不變 |
| 43 | SHEL | Shell Plc-adr | 0% | +4.72% | 加碼 |
| 44 | BP | Bp Plc-spons Adr | 0% | +10.36% | 加碼 |
| 45 | MPC | Marathon Petroleum CORP | 0% | — | 不變 |
| 46 | COWG | Pacer US Lrg Cap Cows Gr Ld | 0% | +14.06% | 加碼 |
| 47 | BTU | Peabody Energy CORP | 0% | — | 不變 |
| 48 | AMZN | Amazon.com Inc | 0% | +17.45% | 加碼 |
| 49 | WAB | Wabtec CORP | 0% | — | 不變 |
| 50 | RTX | Rtx CORP | 0% | -0.44% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Vista Investment Partners LLC 在 Q1 2026 季度的美股持倉總市值約為 US$4.0億，共申報了 167 個公開持股部位。
在 Q1 2026 季度，Vista Investment Partners LLC 按市值排列的前三大核心持股分別為：XOM (4.1%)、AAPL (3.2%)、SPY (3.2%)。其中最大持股部位 XOM 佔據整體投資組合約 4.1% 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
PULS
市值: US$770.4萬
本季最大獲利了結 / 清倉標的
SYF
前期市值: US$655.2萬
在 Q1 2026 季度中，Vista Investment Partners LLC 共進行了 156 項持倉異動，包含新建倉 19 個部位、加碼 83 個部位、減碼 40 個部位以及清倉 14 個部位。 其中最大新建倉標的為 PULS。 本季清倉部位包含 SYF。
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。