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: 0001793399
申報總市值
US$7587.0萬
US$7587.0萬
44 檔
85.6%
根據最新整理的 13F 季度數據集，Winning Points Advisors, LLC 於 Q1 2026 結束時的管理資產規模為 US$7587.0萬。該機構在本季度申報了 44 檔美股持倉，呈現出該時期的主要投資地圖。
Winning Points Advisors, LLC 在 Q1 2026 的調整主要集中於風險出清，清倉與減碼部位合計達 23 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
整體而言，Winning Points Advisors, LLC 的前 5 大持股（包含 AAPL, BAC, JPM）貢獻了組合市值的 85.6%，形成該機構在 Q1 2026 季度的基本面基石。
| # | 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 | AAPL | Apple Inc | 股票-科技 | 40.23% | +3.11% | -1.59% | |
| 2 | BAC | Bank Of America CORP | 股票-金融 | 7.88% | -0.28% | -6.61% | |
| 3 | JPM | Jpmorgan Chase & Co | 股票-金融 | 6.18% | -2.40% | -0.61% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 5.42% | -2.06% | -1.02% | |
| 5 | IBRX | Immunitybio Inc | 股票-醫療保健 | 5.32% | -2.31% | — | |
| 6 | STEW | Srh Total Return Fund Inc | 股票-其他 | 3.12% | +0.94% | -1.11% | |
| 7 | WFC | Wells Fargo & Co | 股票-金融 | 2.89% | -1.93% | -1.10% | |
| 8 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.69% | +0.90% | — | |
| 9 | XOM | Exxon Mobil CORP | 股票-能源 | 2.57% | -1.18% | -6.26% | |
| 10 | WMT | Walmart Inc | 股票-非循環性消費 | 1.96% | +0.39% | -0.28% | |
| 11 | UBS | UBS Group AG | 股票-金融 | 1.57% | -0.55% | -0.14% | |
| 12 | SHW | Sherwin-williams Co/the | 股票-原物料 | 1.54% | +0.64% | — | |
| 13 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.53% | +0.53% | — | |
| 14 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.48% | +0.61% | -1.60% | |
| 15 | UPS | United Parcel Service-cl B | 股票-工業 | 1.35% | +0.44% | +0.90% | |
| 16 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.20% | -0.15% | -2.53% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.16% | +0.59% | — | |
| 18 | CVX | Chevron CORP | 股票-能源 | 1.08% | -0.37% | +2.91% | |
| 19 | HD | Home Depot Inc | 股票-循環性消費 | 0.94% | +0.40% | — | |
| 20 | BP | Bp Plc-spons Adr | 股票-能源 | 0.89% | +0.02% | -0.14% | |
| 21 | MGM | Mgm Resorts International | 股票-循環性消費 | 0.85% | -0.85% | EXIT | |
| 22 | TGT | Target CORP | 股票-循環性消費 | 0.76% | +0.32% | — | |
| 23 | PM | Philip Morris International | 股票-非循環性消費 | 0.72% | +0.32% | -3.57% | |
| 24 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.69% | +0.11% | -9.21% | |
| 25 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.65% | +0.17% | -0.28% | |
| 26 | MO | Altria Group Inc | 股票-非循環性消費 | 0.55% | +0.23% | -0.32% | |
| 27 | RTX | Rtx CORP | 股票-工業 | 0.50% | +0.15% | — | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.49% | — | -12.75% | |
| 29 | MMM | 3m Co | 股票-工業 | 0.47% | +0.22% | — | |
| 30 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.45% | +0.18% | — | |
| 31 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.39% | +0.06% | — | |
| 32 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-其他 | 0.38% | +0.19% | — | |
| 33 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.31% | +0.13% | -0.56% | |
| 34 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.30% | +0.14% | -3.31% | |
| 35 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.29% | +0.07% | — | |
| 36 | BMO | Bank Of Montreal | 股票-金融 | 0.27% | +0.33% | NEW | |
| 37 | DEO | Diageo Plc-sponsored Adr | 股票-非循環性消費 | 0.26% | -0.26% | EXIT | |
| 38 | NVDA | Nvidia CORP | 股票-科技 | 0.24% | +0.13% | — | |
| 39 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.23% | +0.15% | — | |
| 40 | AXP | American Express Co | 股票-金融 | 0.23% | +0.10% | — | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.22% | +0.11% | +13.95% | |
| 42 | LMT | Lockheed Martin CORP | 股票-工業 | 0.21% | -0.21% | EXIT | |
| 43 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.20% | -0.20% | EXIT | |
| 44 | XAODX | Abrdn Total Dynamic Dividend | 股票-其他 | 0.10% | +0.04% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | IBRX | Immunitybio Inc | +4.8% | — | 加碼 |
| 2 | JPM | Jpmorgan Chase & Co | +3% | -0.61% | 減碼 |
| 3 | WFC | Wells Fargo & Co | +2% | -1.10% | 減碼 |
| 4 | BAC | Bank Of America CORP | +1.6% | -6.61% | 減碼 |
| 5 | XOM | Exxon Mobil CORP | +1.2% | -6.26% | 減碼 |
| 6 | UBS | UBS Group AG | +0.8% | -0.14% | 減碼 |
| 7 | CVX | Chevron CORP | +0.6% | +2.91% | 加碼 |
| 8 | DEO | Diageo Plc-sponsored Adr | +0.3% | NEW | 新建倉 |
| 9 | PEP | Pepsico Inc | +0.2% | NEW | 新建倉 |
| 10 | BP | Bp Plc-spons Adr | +0.2% | -0.14% | 減碼 |
| 11 | JNJ | Johnson & Johnson | +0.1% | — | 不變 |
| 12 | TGT | Target CORP | +0.1% | — | 不變 |
| 13 | WMT | Walmart Inc | +0.1% | -0.28% | 減碼 |
| 14 | BMY | Bristol-myers Squibb Co | 0% | -0.28% | 減碼 |
| 15 | MO | Altria Group Inc | 0% | -0.32% | 減碼 |
| 16 | COST | Costco Wholesale CORP | 0% | — | 不變 |
| 17 | KO | Coca-cola Co/the | 0% | — | 不變 |
| 18 | IVV | Ishares Core S&p 500 ETF | 0% | +13.95% | 加碼 |
| 19 | RTX | Rtx CORP | 0% | — | 不變 |
| 20 | XAODX | Abrdn Total Dynamic Dividend | 0% | — | 不變 |
| 21 | LMT | Lockheed Martin CORP | 0% | -22.37% | 減碼 |
| 22 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | 0% | — | 不變 |
| 23 | RSP | Invesco S&p 500 Equal Weight | 0% | -0.56% | 減碼 |
| 24 | TRV | Travelers Cos Inc/the | 0% | -3.31% | 減碼 |
| 25 | LOW | Lowe's Cos Inc | 0% | — | 不變 |
| 26 | UPS | United Parcel Service-cl B | 0% | +0.90% | 加碼 |
| 27 | GOOG | Alphabet Inc-cl C | 0% | — | 不變 |
| 28 | NVDA | Nvidia CORP | 0% | — | 不變 |
| 29 | PM | Philip Morris International | -0.1% | -3.57% | 減碼 |
| 30 | MGM | Mgm Resorts International | -0.1% | -1.20% | 減碼 |
| 31 | AXP | American Express Co | -0.1% | — | 不變 |
| 32 | MMM | 3m Co | -0.1% | — | 不變 |
| 33 | HD | Home Depot Inc | -0.1% | — | 不變 |
| 34 | SHW | Sherwin-williams Co/the | -0.1% | — | 不變 |
| 35 | VOO | Vanguard S&p 500 ETF | -0.1% | — | 不變 |
| 36 | PG | Procter & Gamble Co/the | -0.2% | — | 不變 |
| 37 | ABBV | Abbvie Inc | -0.2% | -1.60% | 減碼 |
| 38 | ABT | Abbott Laboratories | -0.3% | -9.21% | 減碼 |
| 39 | BLKCHF | Blackrock Inc | -0.4% | EXIT | 清倉 |
| 40 | STEW | Srh Total Return Fund Inc | -0.5% | -1.11% | 減碼 |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | -0.6% | EXIT | 清倉 |
| 42 | AAPL | Apple Inc | -1.9% | -1.59% | 減碼 |
| 43 | MSFT | Microsoft CORP | -2.1% | -1.02% | 減碼 |
| 44 | MUFG 4.1 09-09-23 144A債券 | Mufg Bank LTD | -3.5% | EXIT | 清倉 |
| 45 | MCD | Mcdonald's CORP | -4.4% | -2.53% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Winning Points Advisors, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$7587.0萬，共申報了 44 個公開持股部位。
在 Q1 2026 季度，Winning Points Advisors, LLC 按市值排列的前三大核心持股分別為：AAPL (40.2%)、BAC (7.9%)、JPM (6.2%)。其中最大持股部位 AAPL 佔據整體投資組合約 40.2% 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
DEO
市值: US$25.7萬
本季最大獲利了結 / 清倉標的
MUFG 4.1 09-09-23 144A
前期市值: US$329.3萬
在 Q1 2026 季度中，Winning Points Advisors, LLC 共進行了 29 項持倉異動，包含新建倉 2 個部位、加碼 4 個部位、減碼 20 個部位以及清倉 3 個部位。 其中最大新建倉標的為 DEO。 本季清倉部位包含 MUFG 4.1 09-09-23 144A。
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。