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: 0001775210
申報總市值
US$6.5億
US$6.5億
283 檔
9.3%
在 Q1 2026 申報期間，Waterfront Wealth Inc.（CIK: 0001775210）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$6.5億，共持有 283 個公開申報部位。
Q1 2026 數據顯示 Waterfront Wealth Inc. 積極進場，新開立 22 個部位並同步加碼 102 檔個股，反映機構在該季度的資金注入與籌碼積累。
在資產配置集中度方面，Waterfront Wealth Inc. 的前 5 大核心持股（包含 BRK-B, AAPL, AVUV 等）合計佔整體申報市值的 9.3%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 283 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 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.71% | -0.34% | +0.57% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 2.39% | +0.25% | +2.25% | |
| 3 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 2.14% | -0.01% | +10.24% | |
| 4 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 1.96% | +0.38% | +174.02% | |
| 5 | DFAC | Dimensional US Core Equity 2 | ETF-其他 | 1.86% | -0.07% | -12.25% | |
| 6 | CSM | Proshares Large Cap Core Plu | ETF-大型股與成長 | 1.84% | +0.05% | +23.07% | |
| 7 | XBGYX | Blackrock Enh Intl Dvd Tr | 股票-其他 | 1.75% | -0.15% | -21.64% | |
| 8 | RVT | Royce Small-cap Trust Inc | 股票-其他 | 1.72% | -0.33% | -12.15% | |
| 9 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 1.70% | -0.07% | +4.57% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.64% | -0.06% | +3.30% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.63% | +0.06% | +15.38% | |
| 12 | ADX | Adams Diversified Equity | 股票-其他 | 1.53% | -0.13% | -1.46% | |
| 13 | TCAL | T Rowe Pre Cpt Apr Pr In ETF | ETF-其他 | 1.41% | -0.10% | +13.59% | |
| 14 | BDJ | Blackrock Enhanced Eqty Dvd | 股票-其他 | 1.33% | -0.06% | +7.61% | |
| 15 | CBSH | Commerce Bancshares Inc | 股票-金融 | 1.25% | -0.02% | -1.45% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 1.13% | +0.07% | +9.37% | |
| 17 | JEF | Jefferies Financial Group In | 股票-金融 | 1.11% | +0.06% | +0.31% | |
| 18 | AVDE | Avantis International Equity | ETF-其他 | 1.10% | -0.03% | +16.23% | |
| 19 | JSI | Jh Securitized Income ETF | ETF-其他 | 1.10% | -0.10% | +21.88% | |
| 20 | AVEM | Avantis Emerging Markets Eq | ETF-新興市場 | 1.05% | +0.05% | +20.42% | |
| 21 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 1.04% | -0.03% | +22.86% | |
| 22 | DFAU | Dimensional US Core Equity M | ETF-其他 | 1.00% | -0.02% | +6.19% | |
| 23 | DUHP | Dimensional US High Profi Et | ETF-其他 | 0.96% | -0.03% | +36.78% | |
| 24 | BN | Brookfield CORP | 股票-金融 | 0.82% | -0.05% | -0.35% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.82% | -0.02% | -0.10% | |
| 26 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.81% | — | +5.46% | |
| 27 | DIHP | Dimensional International Hi | ETF-其他 | 0.81% | -0.08% | +1.39% | |
| 28 | KKR | Kkr & Co Inc | 股票-金融 | 0.77% | -0.09% | +0.78% | |
| 29 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.76% | -0.06% | +247.49% | |
| 30 | HPE | Hewlett Packard Enterprise | 股票-科技 | 0.75% | +0.05% | +6.76% | |
| 31 | SUZ | Suzano SA - Spon Adr | 股票-其他 | 0.75% | -0.10% | +2.24% | |
| 32 | UPS | United Parcel Service-cl B | 股票-工業 | 0.74% | -0.03% | -1.20% | |
| 33 | DFIC | Dimensional International Co | ETF-其他 | 0.74% | -0.08% | -12.27% | |
| 34 | DFAI | Dimensional International Co | ETF-其他 | 0.74% | -0.07% | +2.22% | |
| 35 | EUFN | Ishares Msci Europe Financia | ETF-其他 | 0.73% | -0.04% | +2.50% | |
| 36 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-其他 | 0.70% | -0.08% | -14.82% | |
| 37 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 0.70% | -0.06% | -2.51% | |
| 38 | CRTO | Criteo Sa-spon Adr | 股票-其他 | 0.69% | +0.12% | +47.37% | |
| 39 | XAODX | Abrdn Total Dynamic Dividend | 股票-其他 | 0.69% | -0.03% | +4.74% | |
| 40 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-其他 | 0.67% | +0.03% | +26.13% | |
| 41 | FTCS | First Trust Capital Strength | ETF-其他 | 0.67% | -0.09% | -1.99% | |
| 42 | PAGS | PagSeguro Digital Ltd. | 股票-其他 | 0.66% | -0.14% | +6.25% | |
| 43 | M | Macy's, Inc. | 股票-循環性消費 | 0.66% | +0.03% | +8.62% | |
| 44 | XPER | Xperi Inc | 股票-其他 | 0.63% | +0.12% | +24.68% | |
| 45 | AVLC | Avantis US Lg Cap Eq ETF | ETF-其他 | 0.63% | +0.83% | +10.44% | |
| 46 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 0.60% | -0.02% | -6.51% | |
| 47 | CI | THE Cigna Group | 股票-醫療保健 | 0.60% | -0.05% | +3.36% | |
| 48 | IHD | Voya Emrg Mrkt Hi Dvd Eqty | 股票-其他 | 0.59% | — | — | |
| 49 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.58% | +0.01% | +12.08% | |
| 50 | AVGO | Broadcom Inc | 股票-科技 | 0.57% | +0.06% | +505.74% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | +1.2% | +174.02% | 加碼 |
| 2 | PYPL | Paypal Holdings Inc | +0.5% | +247.49% | 加碼 |
| 3 | AVGO | Broadcom Inc | +0.5% | +505.74% | 加碼 |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.4% | +487.89% | 加碼 |
| 5 | PATH | Uipath Inc - Class A | +0.4% | +525.33% | 加碼 |
| 6 | DUHP | Dimensional US High Profi Et | +0.2% | +36.78% | 加碼 |
| 7 | ATEX | Anterix Inc | +0.2% | +23.30% | 加碼 |
| 8 | ASIX | Advansix Inc | +0.2% | +36.66% | 加碼 |
| 9 | CSM | Proshares Large Cap Core Plu | +0.2% | +23.07% | 加碼 |
| 10 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +0.2% | +22.86% | 加碼 |
| 11 | COUR | Coursera Inc | +0.2% | +98.05% | 加碼 |
| 12 | AVUV | Avantis US Small Cap Value | +0.2% | +10.24% | 加碼 |
| 13 | JSI | Jh Securitized Income ETF | +0.2% | +21.88% | 加碼 |
| 14 | CRTO | Criteo Sa-spon Adr | +0.1% | +47.37% | 加碼 |
| 15 | CSIQ | Canadian Solar Inc | +0.1% | +129.83% | 加碼 |
| 16 | AVEM | Avantis Emerging Markets Eq | +0.1% | +20.42% | 加碼 |
| 17 | GRMN | Garmin Ltd. | +0.1% | +43.86% | 加碼 |
| 18 | TFX | Teleflex Inc | +0.1% | +22.44% | 加碼 |
| 19 | CVX | Chevron CORP | +0.1% | +10.65% | 加碼 |
| 20 | AMRN | Amarin CORP PLC -adr | +0.1% | +42.65% | 加碼 |
| 21 | HPE | Hewlett Packard Enterprise | +0.1% | +6.76% | 加碼 |
| 22 | MRVL | Marvell Technology Inc | +0.1% | +10.12% | 加碼 |
| 23 | AVDE | Avantis International Equity | +0.1% | +16.23% | 加碼 |
| 24 | FNDA | Schwab Fndmntl US Sm Co ETF | +0.1% | +26.13% | 加碼 |
| 25 | JAZZ | Jazz Pharmaceuticals plc | +0.1% | +12.46% | 加碼 |
| 26 | SNY | Sanofi-adr | +0.1% | +20.89% | 加碼 |
| 27 | XOM | Exxon Mobil CORP | +0.1% | +13.28% | 加碼 |
| 28 | VOO | Vanguard S&p 500 ETF | +0.1% | +15.38% | 加碼 |
| 29 | XPER | Xperi Inc | +0.1% | +24.68% | 加碼 |
| 30 | CNQ | Canadian Natural Resources | +0.1% | +5.22% | 加碼 |
| 31 | LVS | Las Vegas Sands CORP | +0.1% | +45.78% | 加碼 |
| 32 | DB | Deutsche Bank Aktiengesellschaft | +0.1% | +177.60% | 加碼 |
| 33 | C | Citigroup Inc | +0.1% | +27.16% | 加碼 |
| 34 | LRCX | Lam Research CORP | +0.1% | +79.11% | 加碼 |
| 35 | ODFL | Old Dominion Freight Line | 0% | +5.74% | 加碼 |
| 36 | BOND | Pimco Active Bond Exchange-t | 0% | +23.57% | 加碼 |
| 37 | BMY | Bristol-myers Squibb Co | 0% | +4.45% | 加碼 |
| 38 | AON | Aon plc | 0% | +23.83% | 加碼 |
| 39 | TCAL | T Rowe Pre Cpt Apr Pr In ETF | 0% | +13.59% | 加碼 |
| 40 | UNM | Unum Group | 0% | +17.24% | 加碼 |
| 41 | DGS | Wisdomtree Em Small Cap | 0% | +18.15% | 加碼 |
| 42 | CP | Canadian Pacific Kansas City | 0% | +4.10% | 加碼 |
| 43 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | 0% | +15.50% | 加碼 |
| 44 | NFLX | Netflix Inc | 0% | +1.69% | 加碼 |
| 45 | GLW | Corning Inc | 0% | — | 不變 |
| 46 | SCHM | Schwab US Mid Cap ETF | 0% | +12.08% | 加碼 |
| 47 | CSCO | Cisco Systems Inc | 0% | +7.04% | 加碼 |
| 48 | UNP | Union Pacific CORP | 0% | +1.20% | 加碼 |
| 49 | COP | Conocophillips | 0% | +26.74% | 加碼 |
| 50 | HSY | Hershey Co/the | 0% | +4.99% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Waterfront Wealth Inc. 在 Q1 2026 季度的美股持倉總市值約為 US$6.5億，共申報了 283 個公開持股部位。
在 Q1 2026 季度，Waterfront Wealth Inc. 按市值排列的前三大核心持股分別為：BRK-B (2.7%)、AAPL (2.4%)、AVUV (2.1%)。其中最大持股部位 BRK-B 佔據整體投資組合約 2.7% 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
IHD
市值: US$323.6萬
本季最大獲利了結 / 清倉標的
BG
前期市值: US$210.7萬
在 Q1 2026 季度中，Waterfront Wealth Inc. 共進行了 184 項持倉異動，包含新建倉 22 個部位、加碼 102 個部位、減碼 48 個部位以及清倉 12 個部位。 其中最大新建倉標的為 IHD。 本季清倉部位包含 BG。
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。