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: 0002134013
申報總市值
US$3.8億
US$3.8億
394 檔
26.8%
在 Q1 2026 申報期間，Wellington Grp LLC（CIK: 0002134013）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$3.8億，共持有 394 個公開申報部位。
Wellington Grp LLC 於 Q1 2026 展現出進攻型調倉步調，本季推動了 16 檔股票的新建倉與 110 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
在資產配置集中度方面，Wellington Grp LLC 的前 5 大核心持股（包含 IGSB, RWJ, VO 等）合計佔整體申報市值的 26.8%，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 394 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 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 7.61% | -0.87% | +9.15% | |
| 2 | RWJ | Invesco S&p Smallcap 600 | ETF-其他 | 7.55% | +0.45% | +7.96% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-其他 | 6.11% | +0.40% | +13.50% | |
| 4 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 5.13% | -0.49% | -5.77% | |
| 5 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-其他 | 4.74% | +0.07% | +14.08% | |
| 6 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 4.32% | -0.53% | +6.63% | |
| 7 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 4.19% | -0.46% | +9.09% | |
| 8 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 3.92% | -0.32% | +9.55% | |
| 9 | LLY | Eli Lilly & Co | 股票-醫療保健 | 3.44% | +0.68% | +4.36% | |
| 10 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 2.89% | +0.25% | +23.86% | |
| 11 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 2.75% | -0.34% | +9.36% | |
| 12 | VBK | Vanguard Small-cap Grwth ETF | ETF-其他 | 2.58% | +0.06% | +2.52% | |
| 13 | AAPL | Apple Inc | 股票-科技 | 1.71% | +0.04% | +3.12% | |
| 14 | NVDA | Nvidia CORP | 股票-科技 | 1.46% | +0.10% | -2.73% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.37% | +0.11% | +12.38% | |
| 16 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.27% | +0.22% | -5.42% | |
| 17 | TSLA | Tesla Inc | 股票-循環性消費 | 1.07% | +0.29% | +19.19% | |
| 18 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.01% | +0.12% | +11.06% | |
| 19 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.97% | -0.08% | -0.81% | |
| 20 | AVGO | Broadcom Inc | 股票-科技 | 0.92% | +0.17% | +10.56% | |
| 21 | ORCL | Oracle CORP | 股票-科技 | 0.87% | -0.02% | +17.42% | |
| 22 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.82% | +0.05% | +17.39% | |
| 23 | ROST | Ross Stores Inc | 股票-循環性消費 | 0.81% | -0.11% | +9.15% | |
| 24 | CMI | Cummins Inc | 股票-工業 | 0.73% | +0.12% | +14.44% | |
| 25 | AZO | Autozone Inc | 股票-循環性消費 | 0.62% | -0.17% | +2.39% | |
| 26 | V | Visa Inc-class A Shares | 股票-金融 | 0.60% | -0.02% | +15.55% | |
| 27 | AMKR | Amkor Technology Inc | 股票-科技 | 0.56% | +0.65% | — | |
| 28 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.54% | -0.13% | -8.95% | |
| 29 | MU | Micron Technology Inc | 股票-科技 | 0.54% | +1.21% | +48.29% | |
| 30 | FCFS | Firstcash Holdings Inc | 股票-金融 | 0.53% | +0.04% | +43752.38% | |
| 31 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.52% | -0.11% | +2.42% | |
| 32 | LRN | Stride Inc | 股票-非循環性消費 | 0.48% | +0.02% | +427.20% | |
| 33 | ADBE | Adobe Inc | 股票-科技 | 0.47% | -0.03% | +285.33% | |
| 34 | APG | Api Group CORP | 股票-工業 | 0.46% | — | +19717.20% | |
| 35 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.46% | +0.06% | -38.25% | |
| 36 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.46% | +0.04% | +28.44% | |
| 37 | WMT | Walmart Inc | 股票-非循環性消費 | 0.45% | -0.08% | +6.73% | |
| 38 | MCK | Mckesson CORP | 股票-醫療保健 | 0.45% | -0.11% | +4090.00% | |
| 39 | LRCX | Lam Research CORP | 股票-科技 | 0.43% | +0.45% | +41.03% | |
| 40 | C | Citigroup Inc | 股票-金融 | 0.43% | +0.07% | +8140.00% | |
| 41 | MA | Mastercard Inc - A | 股票-金融 | 0.42% | -0.11% | +5.54% | |
| 42 | CASY | Casey's General Stores Inc | 股票-循環性消費 | 0.41% | +0.01% | +15.65% | |
| 43 | ACGL | Arch Capital Group Ltd. | 股票-金融 | 0.41% | -0.11% | +2.68% | |
| 44 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.41% | +0.06% | -18.02% | |
| 45 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.40% | — | +5.16% | |
| 46 | VIOV | Vanguard S&p Small-cap 600 V | ETF-其他 | 0.40% | — | — | |
| 47 | XOM | Exxon Mobil CORP | 股票-能源 | 0.37% | -0.12% | -0.38% | |
| 48 | CAT | Caterpillar Inc | 股票-工業 | 0.35% | +0.16% | +20.36% | |
| 49 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.34% | +0.08% | +37.60% | |
| 50 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 0.34% | -0.03% | +9.09% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | FCFS | Firstcash Holdings Inc | +0.5% | +43752.38% | 加碼 |
| 2 | APG | Api Group CORP | +0.5% | +19717.20% | 加碼 |
| 3 | MCK | Mckesson CORP | +0.4% | +4090.00% | 加碼 |
| 4 | C | Citigroup Inc | +0.4% | +8140.00% | 加碼 |
| 5 | DBEF | Xtrackers Msci Eafe Hedged E | +0.4% | +14.08% | 加碼 |
| 6 | LRN | Stride Inc | +0.4% | +427.20% | 加碼 |
| 7 | RWJ | Invesco S&p Smallcap 600 | +0.3% | +7.96% | 加碼 |
| 8 | VO | Vanguard Mid-cap ETF | +0.3% | +13.50% | 加碼 |
| 9 | ADBE | Adobe Inc | +0.3% | +285.33% | 加碼 |
| 10 | MU | Micron Technology Inc | +0.2% | +48.29% | 加碼 |
| 11 | LRCX | Lam Research CORP | +0.2% | +41.03% | 加碼 |
| 12 | ROST | Ross Stores Inc | +0.2% | +9.15% | 加碼 |
| 13 | CE | Celanese CORP | +0.1% | +99.37% | 加碼 |
| 14 | CASY | Casey's General Stores Inc | +0.1% | +15.65% | 加碼 |
| 15 | IWY | Ishares Russell Top 200 Grow | +0.1% | +23.86% | 加碼 |
| 16 | PWR | Quanta Services Inc | +0.1% | +52.74% | 加碼 |
| 17 | LNG | Cheniere Energy Inc | +0.1% | +85.43% | 加碼 |
| 18 | IGSB | Ishares 1-5y Inv Grade CORP | +0.1% | +9.15% | 加碼 |
| 19 | TFLO | Ishares Treasury Floating Ra | +0.1% | +9.09% | 加碼 |
| 20 | CAT | Caterpillar Inc | +0.1% | +20.36% | 加碼 |
| 21 | CVX | Chevron CORP | +0.1% | +19.90% | 加碼 |
| 22 | VIRT | Virtu Financial Inc-class A | +0.1% | +91.08% | 加碼 |
| 23 | JPST | Jpmorgan Ultra-short Income | +0.1% | +9.55% | 加碼 |
| 24 | CMI | Cummins Inc | +0.1% | +14.44% | 加碼 |
| 25 | XOM | Exxon Mobil CORP | +0.1% | -0.38% | 減碼 |
| 26 | NTLA | Intellia Therapeutics Inc | +0.1% | +50.92% | 加碼 |
| 27 | HII | Huntington Ingalls Industrie | +0.1% | +50.73% | 加碼 |
| 28 | JEPQ | JPM Nasdaq Equity Premium | +0.1% | +923.38% | 加碼 |
| 29 | IVE | Ishares S&p 500 Value ETF | +0.1% | +2287.76% | 加碼 |
| 30 | DE | Deere & Co | +0.1% | +50.54% | 加碼 |
| 31 | CACI | Caci International Inc -cl A | +0.1% | +64.52% | 加碼 |
| 32 | BIP | Brookfield Infrastructure Partners L.P. | +0.1% | +63.12% | 加碼 |
| 33 | VEA | Vanguard Ftse Developed ETF | +0.1% | +1039.07% | 加碼 |
| 34 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.1% | +23575.00% | 加碼 |
| 35 | HCA | Hca Healthcare Inc | +0.1% | +54.62% | 加碼 |
| 36 | PLD | Prologis Inc | +0.1% | +51.20% | 加碼 |
| 37 | ACA | Arcosa Inc | +0.1% | +57.41% | 加碼 |
| 38 | MPLX | Mplx LP | +0.1% | +57.16% | 加碼 |
| 39 | SBUX | Starbucks CORP | +0.1% | +61.20% | 加碼 |
| 40 | LITE | Lumentum Holdings Inc | +0.1% | — | 不變 |
| 41 | SJM | Jm Smucker Co/the | +0.1% | +88.33% | 加碼 |
| 42 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +489.33% | 加碼 |
| 43 | SPSB | Ss Spdr P St C CORP ETF | +0.1% | +9.36% | 加碼 |
| 44 | MRK | Merck & Co. Inc. | +0.1% | -0.81% | 減碼 |
| 45 | JPM | Jpmorgan Chase & Co | +0.1% | +37.60% | 加碼 |
| 46 | GOOGL | Alphabet Inc-cl A | +0.1% | +28.44% | 加碼 |
| 47 | AMAT | Applied Materials Inc | +0.1% | +10.71% | 加碼 |
| 48 | STZ | Constellation Brands Inc-a | +0.1% | +62.13% | 加碼 |
| 49 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.1% | +947.47% | 加碼 |
| 50 | EFV | Ishares Msci Eafe Value ETF | +0.1% | +399.60% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Wellington Grp LLC 在 Q1 2026 季度的美股持倉總市值約為 US$3.8億，共申報了 394 個公開持股部位。
在 Q1 2026 季度，Wellington Grp LLC 按市值排列的前三大核心持股分別為：IGSB (7.6%)、RWJ (7.5%)、VO (6.1%)。其中最大持股部位 IGSB 佔據整體投資組合約 7.6% 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
AMKR
市值: US$182.4萬
本季最大獲利了結 / 清倉標的
AIT
前期市值: US$56.6萬
在 Q1 2026 季度中，Wellington Grp LLC 共進行了 196 項持倉異動，包含新建倉 16 個部位、加碼 110 個部位、減碼 55 個部位以及清倉 15 個部位。 其中最大新建倉標的為 AMKR。 本季清倉部位包含 AIT。
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。