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: 0002052510
申報總市值
US$1.5億
US$1.5億
1065 檔
30.1%
根據最新整理的 13F 季度數據集，Whipplewood Advisors, LLC 於 Q1 2026 結束時的管理資產規模為 US$1.5億。該機構在本季度申報了 1065 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q1 2026，Whipplewood Advisors, LLC 操作展現出積極擴展與加碼意向。本季共新建倉 24 個新部位，並對 124 個既有持股進行加碼（合計增持 148 檔），相較減碼與清倉部位顯著佔優。
整體而言，Whipplewood Advisors, LLC 的前 5 大持股（包含 JAAA, NPFE, JPLD）貢獻了組合市值的 30.1%，形成該機構在 Q1 2026 季度的基本面基石。
僅顯示前 200 大持股（共 1065 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 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 8.98% | +2.12% | +121.52% | |
| 2 | NPFE | Npf Core Equity ETF | ETF-其他 | 5.64% | +2.54% | — | |
| 3 | JPLD | Jpmorgan LTD Duration ETF | ETF-其他 | 4.07% | — | — | |
| 4 | BALT | Inn Defined Wealth Shield | ETF-其他 | 2.48% | -0.22% | +0.08% | |
| 5 | WEA | Western Asset Premier Bond | 股票-其他 | 2.03% | +0.53% | +0.85% | |
| 6 | TSLA | Tesla Inc | 股票-循環性消費 | 2.01% | -1.95% | +0.92% | |
| 7 | RDVI | Ft Vest Rising Dividend Achi | ETF-其他 | 1.97% | -1.55% | +1.03% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.92% | +0.73% | -5.02% | |
| 9 | AAPL | Apple Inc | 股票-科技 | 1.81% | -0.31% | +5.31% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.74% | +0.37% | +8.86% | |
| 11 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 1.69% | +1.03% | -0.76% | |
| 12 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 1.60% | +0.48% | -0.51% | |
| 13 | ARKK | Ark Innovation ETF | ETF-其他 | 1.46% | -1.15% | -0.89% | |
| 14 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-其他 | 1.45% | +0.34% | -4.32% | |
| 15 | VT | Vanguard Tot World Stk ETF | ETF-其他 | 1.31% | +0.53% | -25.82% | |
| 16 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 1.31% | -0.27% | -1.46% | |
| 17 | ARCC | Ares Capital CORP | 股票-金融 | 1.20% | +1.02% | +14.33% | |
| 18 | EPD | Enterprise Products Partners | 股票-能源 | 1.18% | +0.30% | — | |
| 19 | NVDA | Nvidia CORP | 股票-科技 | 1.16% | -1.09% | +45.19% | |
| 20 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.15% | +0.32% | -10.73% | |
| 21 | TAFI | AB Tax Aware Short Dur Muni | ETF-其他 | 1.03% | +0.44% | -2.93% | |
| 22 | BXSL | Blackstone Secured Lending F | 股票-金融 | 1.02% | +0.92% | +17.23% | |
| 23 | DFP | Flaherty & Crumrine Dyn Pref | 股票-其他 | 0.99% | +0.31% | -0.07% | |
| 24 | SFLR | Innovator Eqty Mgd Floor ETF | ETF-其他 | 0.97% | -0.89% | -0.57% | |
| 25 | MSFT | Microsoft CORP | 股票-科技 | 0.92% | -0.37% | +9.80% | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.88% | +0.25% | +6.22% | |
| 27 | ALAI | Alger Ai Enable & Adopt ETF | ETF-其他 | 0.87% | -0.68% | +3.96% | |
| 28 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 0.85% | +0.36% | -6.20% | |
| 29 | MSD | Morgan Stanley Emrg Mkt Debt | 股票-其他 | 0.78% | -0.44% | +0.50% | |
| 30 | PRF | Invesco Rafi US 1000 ETF | ETF-其他 | 0.78% | +0.22% | -3.33% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.78% | +0.33% | -20.75% | |
| 32 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-其他 | 0.78% | +0.20% | -2.47% | |
| 33 | NIM | Nuveen Select Maturit Muni | 股票-其他 | 0.75% | +0.21% | -1.49% | |
| 34 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.75% | -0.69% | +26.26% | |
| 35 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-其他 | 0.75% | +0.29% | +1.14% | |
| 36 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.68% | +0.31% | -3.53% | |
| 37 | PRFZ | Inv Rafi US 1500 Sm-usd Inc | ETF-其他 | 0.67% | +0.32% | -1.78% | |
| 38 | SDVD | Ft Vest Smid Rising Dividend | ETF-其他 | 0.66% | -0.62% | -0.03% | |
| 39 | HYT | Blackrock CORP Hi Yld | 股票-其他 | 0.64% | +0.12% | +6.17% | |
| 40 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-其他 | 0.59% | -0.46% | +0.27% | |
| 41 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.56% | +0.05% | -23.26% | |
| 42 | GBDC | Golub Capital Bdc Inc | 股票-金融 | 0.55% | +0.42% | +6.66% | |
| 43 | MOTI | Vaneck Mstar Int Moat ETF | ETF-其他 | 0.55% | +0.23% | +2.71% | |
| 44 | QFLR | Innovator Nasdaq-100 Mf ETF | ETF-科技型 | 0.53% | -0.47% | -5.42% | |
| 45 | CGDV | Cap Group Dividend Value | ETF-其他 | 0.53% | -0.52% | +8.45% | |
| 46 | MOAT | Vaneck Morningstar Wide Moat | ETF-其他 | 0.53% | +0.15% | -1.93% | |
| 47 | IIM | Invesco Value Municipal Inco | 股票-其他 | 0.52% | +0.17% | -1.29% | |
| 48 | IGI | Western Asst Inv Gr Oppor Tr | 股票-其他 | 0.51% | +0.12% | +1.74% | |
| 49 | DSU | Blackrock Debt Strategies | 股票-其他 | 0.51% | +0.14% | +2.45% | |
| 50 | VKI | Invesco Adv Muni Inc Tr Ii | 股票-其他 | 0.51% | +0.21% | -0.34% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | JAAA | Janus Henderson Aaa Clo ETF | +3.9% | +121.52% | 加碼 |
| 2 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +484.52% | 加碼 |
| 3 | BX | Blackstone Inc | +0.2% | +202.29% | 加碼 |
| 4 | META | Meta Platforms Inc-class A | +0.2% | +1765.52% | 加碼 |
| 5 | TSLX | Sixth Street Specialty Lendi | +0.1% | +177.55% | 加碼 |
| 6 | NVDA | Nvidia CORP | +0.1% | +45.19% | 加碼 |
| 7 | JNJ | Johnson & Johnson | +0.1% | +221.19% | 加碼 |
| 8 | MCK | Mckesson CORP | +0.1% | +3400.00% | 加碼 |
| 9 | SCHX | Schwab US Large-cap ETF | +0.1% | +1154.68% | 加碼 |
| 10 | ASML | ASML Holding N.V. | +0.1% | +453.85% | 加碼 |
| 11 | NVS | Novartis Ag-sponsored Adr | +0.1% | +1548.48% | 加碼 |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +146.63% | 加碼 |
| 13 | JPM | Jpmorgan Chase & Co | +0.1% | +585.23% | 加碼 |
| 14 | LIN | Linde plc | +0.1% | +13950.00% | 加碼 |
| 15 | WDC | Western Digital CORP | +0.1% | +2495.00% | 加碼 |
| 16 | GEV | GE Vernova Inc | +0.1% | +1677.78% | 加碼 |
| 17 | NBIS | Nebius Group N.V. | +0.1% | +5275.00% | 加碼 |
| 18 | GLW | Corning Inc | +0.1% | +433.00% | 加碼 |
| 19 | CGBD | Carlyle Secured Lending Inc | +0.1% | +99.39% | 加碼 |
| 20 | CVX | Chevron CORP | +0.1% | +47.01% | 加碼 |
| 21 | LRCX | Lam Research CORP | +0.1% | +49.20% | 加碼 |
| 22 | APP | Applovin Corp-class A | +0.1% | +726.09% | 加碼 |
| 23 | SEIM | Sei Qim US Large Cap Momentu | +0.1% | +555.98% | 加碼 |
| 24 | SEIV | Sei Qim US Large Cap Value A | +0.1% | +371.95% | 加碼 |
| 25 | HOOD | Robinhood Markets Inc - A | +0.1% | +1608.33% | 加碼 |
| 26 | TLN | Talen Energy CORP | +0.1% | +5933.33% | 加碼 |
| 27 | V | Visa Inc-class A Shares | +0.1% | +109.37% | 加碼 |
| 28 | MO | Altria Group Inc | +0.1% | +49.80% | 加碼 |
| 29 | NFLX | Netflix Inc | +0.1% | +192.46% | 加碼 |
| 30 | SE | Sea Ltd-adr | +0.1% | +2032.31% | 加碼 |
| 31 | CSCO | Cisco Systems Inc | +0.1% | +162.59% | 加碼 |
| 32 | SHEL | Shell Plc-adr | +0.1% | +81.27% | 加碼 |
| 33 | AVGO | Broadcom Inc | +0.1% | +638.46% | 加碼 |
| 34 | COR | Cencora Inc | +0.1% | +5300.00% | 加碼 |
| 35 | CTVA | Corteva Inc | +0.1% | +5600.00% | 加碼 |
| 36 | COST | Costco Wholesale CORP | +0.1% | +1077.78% | 加碼 |
| 37 | GE | General Electric | +0.1% | +1356.00% | 加碼 |
| 38 | ASX | Ase Technology Holding -adr | +0.1% | +976.77% | 加碼 |
| 39 | ROST | Ross Stores Inc | +0.1% | +7316.67% | 加碼 |
| 40 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | +3000.00% | 加碼 |
| 41 | LOW | Lowe's Cos Inc | +0.1% | +4900.00% | 加碼 |
| 42 | CAH | Cardinal Health Inc | +0.1% | +422.00% | 加碼 |
| 43 | ISRG | Intuitive Surgical Inc | +0.1% | +2133.33% | 加碼 |
| 44 | BCS | Barclays Plc-spons Adr | +0.1% | +2359.54% | 加碼 |
| 45 | IBN | Icici Bank Ltd-spon Adr | +0.1% | +2589.60% | 加碼 |
| 46 | BTI | British American Tob-sp Adr | +0.1% | +1342.72% | 加碼 |
| 47 | XOM | Exxon Mobil CORP | 0% | +15.76% | 加碼 |
| 48 | PM | Philip Morris International | 0% | +98.50% | 加碼 |
| 49 | RACE | Ferrari N.V. | 0% | +934.48% | 加碼 |
| 50 | SCHA | Schwab US Small-cap ETF | 0% | +681.24% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Whipplewood Advisors, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$1.5億，共申報了 1065 個公開持股部位。
在 Q1 2026 季度，Whipplewood Advisors, LLC 按市值排列的前三大核心持股分別為：JAAA (9.0%)、NPFE (5.6%)、JPLD (4.1%)。其中最大持股部位 JAAA 佔據整體投資組合約 9.0% 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
NPFE
市值: US$1087.4萬
本季最大獲利了結 / 清倉標的
OBDC
前期市值: US$104.5萬
在 Q1 2026 季度中，Whipplewood Advisors, LLC 共進行了 197 項持倉異動，包含新建倉 24 個部位、加碼 124 個部位、減碼 41 個部位以及清倉 8 個部位。 其中最大新建倉標的為 NPFE。 本季清倉部位包含 OBDC。
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。