FH
First Horizon CORP
分散型投資策略趨勢追蹤型長期持有型
申報總市值
US$23.9億
申報季度: 2026-03-31 · 持股檔數: 2094
FIRST HORIZON CORP在最新一期 13F 報告中揭露了 2094 項持股，申報期為 2026-03-31，總持股市值約為 US$23.9億，季度換手率為 17.6%。
機構性格雪花圖
- 集中度
- 3.82
- 持倉穩定性
- 17.63
- 動能／逆勢
- 100
- 產業集中度
- 51.68
- 多樣化
- 100
- 倉位均衡度
- 63.95
近期動向
加碼 VO
+354.5% US$1540.0萬
減碼 MSFT
+12.9% -US$769.2萬
加碼 XOM
+12.8% US$1075.4萬
減碼 AVGO
-4.2% -US$576.3萬
減碼 VOO
-41.1% -US$716.6萬
加碼 VZ
+18.2% US$831.2萬
持倉地圖
新建倉加碼不變減碼
前十大持股佔比
本季完整持股清單
僅顯示前 1465 大持股（共 2094 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.92% | — | +1.28% | |
| 2 | AAPL | Apple INC | 股票-科技 | 2.90% | — | +9.90% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.47% | — | +3.29% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.05% | -0.48% | +12.91% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.93% | -0.01% | +16.49% | |
| 6 | VUG | Vanguard Growth ETF | ETF-其他 | 1.83% | — | +6.56% | |
| 7 | CSCO | Cisco Systems INC | 股票-科技 | 1.67% | +0.18% | +19.44% | |
| 8 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.59% | +0.28% | +10.44% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.53% | -0.22% | -2.11% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.49% | -0.27% | +0.06% | |
| 11 | AVGO | Broadcom INC | 股票-科技 | 1.44% | -0.36% | -4.19% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.36% | +0.02% | +6.45% | |
| 13 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.35% | -0.27% | -3.06% | |
| 14 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.30% | — | +0.47% | |
| 15 | IBM | Intl Business Machines CORP | 股票-科技 | 1.27% | +0.09% | +40.45% | |
| 16 | HD | Home Depot INC | 股票-循環性消費 | 1.26% | +0.20% | +33.12% | |
| 17 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.22% | — | -3.96% | |
| 18 | XOM | Exxon Mobil CORP | 股票-能源 | 1.21% | +0.40% | +12.80% | |
| 19 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.18% | +0.20% | +26.22% | |
| 20 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 1.17% | +0.08% | +11.93% | |
| 21 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.11% | — | +0.16% | |
| 22 | VZ | Verizon Communications INC | 股票-通訊服務 | 1.11% | +0.30% | +18.24% | |
| 23 | WMT | Walmart INC | 股票-非循環性消費 | 1.10% | +0.29% | +31.06% | |
| 24 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.08% | — | +0.54% | |
| 25 | VTV | Vanguard Value ETF | ETF-其他 | 1.05% | +0.07% | +11.68% | |
| 26 | TJX | Tjx Companies INC | 股票-循環性消費 | 1.04% | — | -4.08% | |
| 27 | NVDA | Nvidia CORP | 股票-科技 | 0.97% | — | -3.66% | |
| 28 | AMGN | Amgen INC | 股票-醫療保健 | 0.95% | +0.21% | +27.27% | |
| 29 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.95% | +0.19% | +31.62% | |
| 30 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.93% | +0.19% | +34.58% | |
| 31 | LMT | Lockheed Martin CORP | 股票-工業 | 0.92% | +0.11% | -2.57% | |
| 32 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.91% | — | +11.75% | |
| 33 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.90% | -0.21% | -5.09% | |
| 34 | AMZN | Amazon.com INC | 股票-循環性消費 | 0.89% | -0.20% | -2.84% | |
| 35 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.83% | +0.15% | +21.07% | |
| 36 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.83% | +0.63% | +354.54% | |
| 37 | SO | Southern Co/the | 股票-公用事業 | 0.81% | +0.20% | +29.58% | |
| 38 | MRK | Merck & Co. INC. | 股票-醫療保健 | 0.81% | +0.26% | +38.10% | |
| 39 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.80% | — | +15.37% | |
| 40 | CVX | Chevron CORP | 股票-能源 | 0.79% | +0.30% | +27.18% | |
| 41 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.77% | — | -1.84% | |
| 42 | AKAM | Akamai Technologies INC | 股票-科技 | 0.75% | +0.15% | +1.17% | |
| 43 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.75% | — | +5.24% | |
| 44 | ACN | Accenture plc | 股票-科技 | 0.72% | — | +22.20% | |
| 45 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.70% | — | +1.13% | |
| 46 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.67% | — | -2.93% | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.66% | — | -3.75% | |
| 48 | ABBV | Abbvie INC | 股票-醫療保健 | 0.64% | — | +2.56% | |
| 49 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.64% | — | — | |
| 50 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 0.63% | — | +14.05% |
1–50 of 1,465
申報總市值趨勢
產業配置
歷年產業分布趨勢
季度歷史總覽
| 季度 | 持股檔數 | 總市值 | 穩定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 2094 | US$23.9億 | 18 | |
| 2025-12-31 | 2215 | US$22.4億 | 16 | |
| 2025-09-30 | 2021 | US$21.3億 | 100 | |
| 2021-06-30 | 1258 | US$11.2億 | 97 | |
| 2021-03-31 | 1245 | US$10.5億 | 19 | |
| 2020-12-31 | 1232 | US$10.1億 | 16 | |
| 2020-09-30 | 1238 | US$9.4億 | 100 | |
| 2013-06-30 | 708 | US$3.7億 | 0 |
本季持股變動
First Horizon CORP 在 2026-03-31 最顯著的持倉異動： 新建倉: Washington Trust Bancorp (WASH); 新建倉: Amcor plc (AMCR); 清倉: Potlatchdeltic CORP (PCH); 清倉: Amcor plc (AMCR); 新建倉: Rayonier INC (RYN).
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VO | Vanguard Mid-cap ETF | +0.6% | +354.54% | 加碼 |
| 2 | XOM | Exxon Mobil CORP | +0.4% | +12.80% | 加碼 |
| 3 | VZ | Verizon Communications INC | +0.3% | +18.24% | 加碼 |
| 4 | CVX | Chevron CORP | +0.3% | +27.18% | 加碼 |
| 5 | WMT | Walmart INC | +0.3% | +31.06% | 加碼 |
| 6 | JNJ | Johnson & Johnson | +0.3% | +10.44% | 加碼 |
| 7 | MRK | Merck & Co. INC. | +0.3% | +38.10% | 加碼 |
| 8 | BMY | Bristol-myers Squibb Co | +0.3% | +72.82% | 加碼 |
| 9 | AMGN | Amgen INC | +0.2% | +27.27% | 加碼 |
| 10 | HD | Home Depot INC | +0.2% | +33.12% | 加碼 |
| 11 | MCD | Mcdonald's CORP | +0.2% | +26.22% | 加碼 |
| 12 | SO | Southern Co/the | +0.2% | +29.58% | 加碼 |
| 13 | ITW | Illinois Tool Works | +0.2% | +807.42% | 加碼 |
| 14 | BNY | Bank Of New York Mellon CORP | +0.2% | +31.62% | 加碼 |
| 15 | VTEB | Vanguard Tax-exempt Bond ETF | +0.2% | +34.58% | 加碼 |
| 16 | CSCO | Cisco Systems INC | +0.2% | +19.44% | 加碼 |
| 17 | DUK | Duke Energy CORP | +0.2% | +49.40% | 加碼 |
| 18 | PFE | Pfizer INC | +0.2% | +59.55% | 加碼 |
| 19 | STT | State Street CORP | +0.2% | +171411.11% | 加碼 |
| 20 | KO | Coca-cola Co/the | +0.2% | +21.07% | 加碼 |
| 21 | AKAM | Akamai Technologies INC | +0.2% | +1.17% | 加碼 |
| 22 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +91.11% | 加碼 |
| 23 | T | At&t INC | +0.1% | +28.37% | 加碼 |
| 24 | EMR | Emerson Electric Co | +0.1% | +41.91% | 加碼 |
| 25 | PEP | Pepsico INC | +0.1% | +70.64% | 加碼 |
| 26 | SNA | Snap-on INC | +0.1% | +67.04% | 加碼 |
| 27 | LMT | Lockheed Martin CORP | +0.1% | -2.57% | 減碼 |
| 28 | CL | Colgate-palmolive Co | +0.1% | +231.94% | 加碼 |
| 29 | IBM | Intl Business Machines CORP | +0.1% | +40.45% | 加碼 |
| 30 | HPQ | Hp INC | +0.1% | +106.97% | 加碼 |
| 31 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +11.93% | 加碼 |
| 32 | VTV | Vanguard Value ETF | +0.1% | +11.68% | 加碼 |
| 33 | IJH | Ishares Core S&p Midcap ETF | 0% | +6.45% | 加碼 |
| 34 | JPM | Jpmorgan Chase & Co | 0% | +16.49% | 加碼 |
| 35 | NOW | Servicenow INC | -0.1% | +4.88% | 加碼 |
| 36 | META | Meta Platforms Inc-class A | -0.2% | -3.64% | 減碼 |
| 37 | ADBE | Adobe INC | -0.2% | +6.84% | 加碼 |
| 38 | AMZN | Amazon.com INC | -0.2% | -2.84% | 減碼 |
| 39 | GOOGL | Alphabet Inc-cl A | -0.2% | -5.09% | 減碼 |
| 40 | IVV | Ishares Core S&p 500 ETF | -0.2% | -2.11% | 減碼 |
| 41 | GOOG | Alphabet Inc-cl C | -0.3% | -3.06% | 減碼 |
| 42 | IWF | Ishares Russell 1000 Growth | -0.3% | +0.06% | 加碼 |
| 43 | VOO | Vanguard S&p 500 ETF | -0.4% | -41.07% | 減碼 |
| 44 | AVGO | Broadcom INC | -0.4% | -4.19% | 減碼 |
| 45 | MSFT | Microsoft CORP | -0.5% | +12.91% | 加碼 |
| 46 | WASH | Washington Trust Bancorp | — | NEW | 新建倉 |
| 47 | AMCR | Amcor plc | — | NEW | 新建倉 |
| 48 | PCH | Potlatchdeltic CORP | — | EXIT | 清倉 |
| 49 | AMCR | Amcor plc | — | EXIT | 清倉 |
| 50 | RYN | Rayonier INC | — | NEW | 新建倉 |
FAQ
First Horizon CORP 是什麼機構？屬於哪種投資人類型？
First Horizon CORP 是一家投資管理機構，每季依規定向 SEC 申報 Form 13F，揭露其在美國上市股票的持倉資訊。根據最新一期申報（2026-03-31），該機構追蹤的股票投資組合估值約為 US$23.9億，分佈在 2094 個已申報部位之中。
First Horizon CORP 目前前幾大持股有哪些？
根據最新 13F 申報，First Horizon CORP 按市值排列的前幾大持股為：
1. Ss Spdr S&p 500 ETF Trust-us (SPY) — US$6981.5萬 (2.9%)
2. Apple INC (AAPL) — US$6938.1萬 (2.9%)
3. Ishares Msci Eafe ETF (EFA) — US$5907.1萬 (2.5%)
4. Microsoft CORP (MSFT) — US$4895.8萬 (2.0%)
5. Jpmorgan Chase & Co (JPM) — US$4609.1萬 (1.9%)
First Horizon CORP 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，First Horizon CORP 共進行了 50 項顯著調整：新建倉 3 個部位、加碼 37 個既有持股、減碼 8 個部位，並完全清倉 2 個持股。 其中幅度最大的異動：新建倉: Washington Trust Bancorp (WASH); 新建倉: Amcor plc (AMCR); 清倉: Potlatchdeltic CORP (PCH); 清倉: Amcor plc (AMCR); 新建倉: Rayonier INC (RYN)
First Horizon CORP 主要集中投資哪些產業板塊？
根據目前已申報的股票投資組合，First Horizon CORP 的主要板塊分佈如下：
• Information Technology: 30.5%
• Health Care: 17.4%
• Communication Services: 11.9%
• Consumer Staples: 10.9%
• Consumer Discretionary: 9.6%
• Financials: 9.2%