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: 0001846177
申報總市值
US$2.3億
US$2.3億
179 檔
27.3%
在 Q1 2026 的 13F 官方備案中，Woodward Diversified Capital, LLC 管理的美股投資組合規模來到 US$2.3億，整體持股檔數為 179 檔。
在 Q1 2026 期間，Woodward Diversified Capital, LLC 展現了靈活的資產再平衡步調，透過出清 25 檔弱勢或達到目標價部位，將資金轉置於 20 檔新建倉標的之中。
從部位權重觀察，前 5 大標的（包含 RS, AAPL, XOM）累計市值佔比達 27.3%，是驅動 Woodward Diversified Capital, 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 | RS | Reliance Inc | 股票-原物料 | 11.60% | +1.31% | — | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.62% | +0.62% | -1.68% | |
| 3 | XOM | Exxon Mobil CORP | 股票-能源 | 4.04% | -4.04% | EXIT | |
| 4 | CVX | Chevron CORP | 股票-能源 | 3.71% | -0.47% | -0.43% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 3.23% | -0.08% | -1.93% | |
| 6 | WFC | Wells Fargo & Co | 股票-金融 | 2.80% | -0.04% | +0.41% | |
| 7 | GNLX | Genelux CORP | 股票-其他 | 2.69% | +0.31% | +9.54% | |
| 8 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.24% | -0.10% | -1.14% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.15% | +0.05% | -2.15% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 1.88% | -0.24% | +4.71% | |
| 11 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.66% | +0.07% | -0.37% | |
| 12 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.57% | -0.32% | -1.86% | |
| 13 | CAT | Caterpillar Inc | 股票-工業 | 1.51% | +0.08% | -0.52% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.47% | -0.02% | -11.35% | |
| 15 | AVGO | Broadcom Inc | 股票-科技 | 1.35% | -0.10% | +4.61% | |
| 16 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.31% | — | -0.67% | |
| 17 | WMT | Walmart Inc | 股票-非循環性消費 | 1.20% | -0.19% | +0.10% | |
| 18 | LRCX | Lam Research CORP | 股票-科技 | 1.02% | +0.57% | -1.60% | |
| 19 | AMGN | Amgen Inc | 股票-醫療保健 | 1.00% | -0.02% | -0.35% | |
| 20 | BAC | Bank Of America CORP | 股票-金融 | 0.99% | +0.01% | +0.90% | |
| 21 | CSCO | Cisco Systems Inc | 股票-科技 | 0.99% | +0.13% | +1.49% | |
| 22 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.85% | -0.12% | -3.12% | |
| 23 | IBM | Intl Business Machines CORP | 股票-科技 | 0.85% | +0.06% | +1.80% | |
| 24 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.85% | +0.14% | -4.03% | |
| 25 | PH | Parker Hannifin CORP | 股票-工業 | 0.85% | -0.03% | -1.47% | |
| 26 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.84% | -0.03% | +0.87% | |
| 27 | HD | Home Depot Inc | 股票-循環性消費 | 0.80% | -0.02% | +1.67% | |
| 28 | NVDL | Granitesh 2x Lng Nvda ETF | ETF-其他 | 0.74% | -0.07% | -5.82% | |
| 29 | T | At&t Inc | 股票-通訊服務 | 0.72% | -0.17% | +5.65% | |
| 30 | VIS | Vanguard Industrials ETF | ETF-其他 | 0.67% | -0.05% | -6.02% | |
| 31 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.63% | +0.03% | +0.99% | |
| 32 | COP | Conocophillips | 股票-能源 | 0.62% | -0.08% | -6.79% | |
| 33 | PM | Philip Morris International | 股票-非循環性消費 | 0.61% | +0.06% | +0.47% | |
| 34 | BLK | Blackrock Inc | 股票-金融 | 0.58% | -0.07% | +3.30% | |
| 35 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.56% | +0.04% | -10.83% | |
| 36 | VHT | Vanguard Health Care ETF | ETF-其他 | 0.55% | -0.03% | -4.97% | |
| 37 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 0.54% | -0.08% | -3.69% | |
| 38 | VAW | Vanguard Materials ETF | ETF-其他 | 0.53% | -0.09% | -5.19% | |
| 39 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.53% | -0.10% | -2.58% | |
| 40 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.52% | +0.39% | -29.33% | |
| 41 | VPU | Vanguard Utilities ETF | ETF-其他 | 0.52% | -0.08% | -5.87% | |
| 42 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.51% | -0.07% | — | |
| 43 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.51% | -0.25% | — | |
| 44 | VDE | Vanguard Energy ETF | ETF-其他 | 0.51% | -0.09% | -15.81% | |
| 45 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.51% | +0.01% | +1.89% | |
| 46 | NFLX | Netflix Inc | 股票-通訊服務 | 0.51% | -0.18% | -1.70% | |
| 47 | MET | Metlife Inc | 股票-金融 | 0.50% | +0.02% | +3.64% | |
| 48 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.50% | -0.02% | -7.33% | |
| 49 | RTX | Rtx CORP | 股票-工業 | 0.49% | -0.05% | -2.06% | |
| 50 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.49% | -0.18% | -22.54% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | RS | Reliance Inc | +1.2% | — | 不變 |
| 2 | XOM | Exxon Mobil CORP | +0.6% | -1.54% | 減碼 |
| 3 | CVX | Chevron CORP | +0.6% | -0.43% | 減碼 |
| 4 | CAT | Caterpillar Inc | +0.4% | -0.52% | 減碼 |
| 5 | LRCX | Lam Research CORP | +0.4% | -1.60% | 減碼 |
| 6 | VTIP | Vanguard Short-term Tips | +0.3% | +261.76% | 加碼 |
| 7 | AVGO | Broadcom Inc | +0.2% | +4.61% | 加碼 |
| 8 | MU | Micron Technology Inc | +0.2% | +63.72% | 加碼 |
| 9 | COPX | Global X Copper Miners ETF | +0.2% | +65.83% | 加碼 |
| 10 | JNJ | Johnson & Johnson | +0.2% | -0.37% | 減碼 |
| 11 | NVDA | Nvidia CORP | +0.2% | -1.93% | 減碼 |
| 12 | WMT | Walmart Inc | +0.1% | +0.10% | 加碼 |
| 13 | AMZN | Amazon.com Inc | +0.1% | -1.14% | 減碼 |
| 14 | GOOGL | Alphabet Inc-cl A | +0.1% | -2.15% | 減碼 |
| 15 | CSCO | Cisco Systems Inc | +0.1% | +1.49% | 加碼 |
| 16 | MSTR | Strategy Inc | +0.1% | +20.83% | 加碼 |
| 17 | GOOG | Alphabet Inc-cl C | +0.1% | -0.67% | 減碼 |
| 18 | SHY | Ishares 1-3 Year Treasury Bo | +0.1% | +56.58% | 加碼 |
| 19 | COP | Conocophillips | +0.1% | -6.79% | 減碼 |
| 20 | PH | Parker Hannifin CORP | +0.1% | -1.47% | 減碼 |
| 21 | VZ | Verizon Communications Inc | +0.1% | -3.12% | 減碼 |
| 22 | BNY | Bank Of New York Mellon CORP | +0.1% | +1.89% | 加碼 |
| 23 | GLD | Spdr Gold Shares | +0.1% | +15.67% | 加碼 |
| 24 | VRT | Vertiv Holdings Co-a | +0.1% | -4.71% | 減碼 |
| 25 | T | At&t Inc | +0.1% | +5.65% | 加碼 |
| 26 | MRK | Merck & Co. Inc. | +0.1% | +0.99% | 加碼 |
| 27 | AMGN | Amgen Inc | +0.1% | -0.35% | 減碼 |
| 28 | CMI | Cummins Inc | +0.1% | +1.53% | 加碼 |
| 29 | DE | Deere & Co | +0.1% | +2.00% | 加碼 |
| 30 | PLD | Prologis Inc | +0.1% | +5.09% | 加碼 |
| 31 | WPM | Wheaton Precious Metals CORP | +0.1% | — | 不變 |
| 32 | AMAT | Applied Materials Inc | +0.1% | +0.31% | 加碼 |
| 33 | CSX | Csx CORP | +0.1% | +1.57% | 加碼 |
| 34 | PFE | Pfizer Inc | +0.1% | +5.95% | 加碼 |
| 35 | MO | Altria Group Inc | +0.1% | +2.14% | 加碼 |
| 36 | EME | Emcor Group Inc | +0.1% | -3.93% | 減碼 |
| 37 | FERG | Ferguson Enterprises Inc | +0.1% | +2.10% | 加碼 |
| 38 | WCMI | Ft Wcm International ETF | +0.1% | +37.10% | 加碼 |
| 39 | AEP | American Electric Power | +0.1% | -0.04% | 減碼 |
| 40 | WM | Waste Management Inc | +0.1% | +32.79% | 加碼 |
| 41 | C | Citigroup Inc | 0% | +3.71% | 加碼 |
| 42 | LHX | L3harris Technologies Inc | 0% | +1.98% | 加碼 |
| 43 | CFG | Citizens Financial Group | 0% | +14.14% | 加碼 |
| 44 | VAW | Vanguard Materials ETF | 0% | -5.19% | 減碼 |
| 45 | IEI | Ishares 3-7 Year Treasury Bo | 0% | +19.00% | 加碼 |
| 46 | KMI | Kinder Morgan, Inc. | 0% | -7.33% | 減碼 |
| 47 | PEP | Pepsico Inc | 0% | -2.58% | 減碼 |
| 48 | ADI | Analog Devices Inc | 0% | -6.88% | 減碼 |
| 49 | VIS | Vanguard Industrials ETF | 0% | -6.02% | 減碼 |
| 50 | KO | Coca-cola Co/the | 0% | +2.46% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Woodward Diversified Capital, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$2.3億，共申報了 179 個公開持股部位。
在 Q1 2026 季度，Woodward Diversified Capital, LLC 按市值排列的前三大核心持股分別為：RS (11.6%)、AAPL (5.6%)、XOM (4.0%)。其中最大持股部位 RS 佔據整體投資組合約 11.6% 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
VNQ
市值: US$112.6萬
本季最大獲利了結 / 清倉標的
QLD
前期市值: US$186.7萬
在 Q1 2026 季度中，Woodward Diversified Capital, LLC 共進行了 192 項持倉異動，包含新建倉 20 個部位、加碼 68 個部位、減碼 79 個部位以及清倉 25 個部位。 其中最大新建倉標的為 VNQ。 本季清倉部位包含 QLD。
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。