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: 0001038661
申報總市值
US$10.5億
US$10.5億
119 檔
19.9%
截至 Q1 2026 季度末，Abner Herrman & Brock LLC 的美股持倉估值約為 US$10.5億，全數申報部位共有 119 檔。
Abner Herrman & Brock 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 50 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。
檢視投資組合結構，前 5 大主力部位（包含 NVDA, GOOG, JPM）占據了總市值的 19.9%，展現出該機構在 Q1 2026 的重點資金聚焦與風險分佈特徵。
| # | 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 | NVDA | Nvidia CORP | 股票-科技 | 7.68% | -0.30% | -1.39% | |
| 2 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 4.30% | +0.16% | -0.97% | |
| 3 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.95% | -0.62% | -0.37% | |
| 4 | IBM | Intl Business Machines CORP | 股票-科技 | 3.87% | -0.03% | +0.02% | |
| 5 | NFLX | Netflix Inc | 股票-通訊服務 | 3.42% | -1.80% | -2.41% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.42% | -0.08% | +0.08% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 3.35% | +0.44% | +0.56% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 3.18% | -0.43% | +0.22% | |
| 9 | AMD | Advanced Micro Devices | 股票-科技 | 2.95% | +3.93% | +0.13% | |
| 10 | DELL | Dell Technologies -c | 股票-科技 | 2.87% | +3.37% | +0.52% | |
| 11 | MS | Morgan Stanley | 股票-金融 | 2.87% | +0.01% | -0.27% | |
| 12 | WMT | Walmart Inc | 股票-非循環性消費 | 2.78% | -0.64% | -0.41% | |
| 13 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.73% | +0.36% | +0.24% | |
| 14 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 2.69% | -0.22% | +2.10% | |
| 15 | MAR | Marriott International -cl A | 股票-循環性消費 | 2.55% | -0.52% | +0.01% | |
| 16 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.52% | -0.37% | +0.13% | |
| 17 | AXP | American Express Co | 股票-金融 | 2.48% | -0.26% | -0.25% | |
| 18 | XOM | Exxon Mobil CORP | 股票-能源 | 2.38% | -2.38% | EXIT | |
| 19 | TSLA | Tesla Inc | 股票-循環性消費 | 2.33% | -0.04% | +1.60% | |
| 20 | WFC | Wells Fargo & Co | 股票-金融 | 2.31% | -0.89% | +1.05% | |
| 21 | ✓ | 股票-其他 | 2.29% | -0.24% | +0.28% | ||
| 22 | CB | Chubb Limited | 股票-金融 | 2.29% | — | — | |
| 23 | MA | Mastercard Inc - A | 股票-金融 | 2.19% | -0.28% | +0.23% | |
| 24 | BA | Boeing Co/the | 股票-工業 | 2.13% | +0.54% | +539.98% | |
| 25 | CVX | Chevron CORP | 股票-能源 | 2.11% | -0.66% | +0.81% | |
| 26 | ✓ | 股票-其他 | 1.91% | -0.30% | -0.97% | ||
| 27 | AON | Aon plc | 股票-金融 | 1.91% | — | — | |
| 28 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.89% | -0.49% | +0.38% | |
| 29 | RTX | Rtx CORP | 股票-工業 | 1.86% | -0.27% | -0.07% | |
| 30 | ORCL | Oracle CORP | 股票-科技 | 1.77% | -0.30% | -4.42% | |
| 31 | CRM | Salesforce Inc | 股票-科技 | 1.47% | -1.47% | EXIT | |
| 32 | AIG | American International Group | 股票-金融 | 1.39% | -0.22% | +0.98% | |
| 33 | HD | Home Depot Inc | 股票-循環性消費 | 1.38% | -0.08% | +1.88% | |
| 34 | SYK | Stryker CORP | 股票-醫療保健 | 1.24% | -0.22% | +2.48% | |
| 35 | PWR | Quanta Services Inc | 股票-工業 | 1.19% | +0.21% | +9.86% | |
| 36 | EMR | Emerson Electric Co | 股票-工業 | 1.18% | -0.07% | +0.05% | |
| 37 | C | Citigroup Inc | 股票-金融 | 1.16% | +0.05% | -4.79% | |
| 38 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 1.13% | -0.36% | +1.83% | |
| 39 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.92% | +0.25% | +8.65% | |
| 40 | ✓ | 股票-其他 | 0.91% | -0.07% | -0.49% | ||
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.91% | — | — | |
| 42 | ✓ | 股票-其他 | 0.83% | -0.03% | -0.11% | ||
| 43 | RCL | Royal Caribbean Cruises Ltd. | 股票-循環性消費 | 0.83% | — | — | |
| 44 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.71% | +0.03% | — | |
| 45 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.60% | -0.24% | -4.91% | |
| 46 | HLT | Hilton Worldwide Holdings In | 股票-循環性消費 | 0.56% | -0.04% | — | |
| 47 | AMGN | Amgen Inc | 股票-醫療保健 | 0.43% | -0.14% | -2.06% | |
| 48 | LMT | Lockheed Martin CORP | 股票-工業 | 0.28% | +0.04% | -0.38% | |
| 49 | APD | Air Products & Chemicals Inc | 股票-原物料 | 0.27% | -0.19% | -51.70% | |
| 50 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.21% | -0.10% | -28.49% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BA | Boeing Co/the | +1.8% | +539.98% | 加碼 |
| 2 | DELL | Dell Technologies -c | +0.8% | +0.52% | 加碼 |
| 3 | XOM | Exxon Mobil CORP | +0.8% | -0.17% | 減碼 |
| 4 | CVX | Chevron CORP | +0.7% | +0.81% | 加碼 |
| 5 | MRK | Merck & Co. Inc. | +0.6% | +2.10% | 加碼 |
| 6 | WMT | Walmart Inc | +0.5% | -0.41% | 減碼 |
| 7 | PWR | Quanta Services Inc | +0.4% | +9.86% | 加碼 |
| 8 | MAR | Marriott International -cl A | +0.3% | +0.01% | 加碼 |
| 9 | ✓ | +0.3% | +0.28% | 加碼 | |
| 10 | NFLX | Netflix Inc | +0.3% | -2.41% | 減碼 |
| 11 | RTX | Rtx CORP | +0.2% | -0.07% | 減碼 |
| 12 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +8.65% | 加碼 |
| 13 | MCD | Mcdonald's CORP | +0.2% | +0.38% | 加碼 |
| 14 | AMD | Advanced Micro Devices | +0.1% | +0.13% | 加碼 |
| 15 | EMR | Emerson Electric Co | +0.1% | +0.05% | 加碼 |
| 16 | LMT | Lockheed Martin CORP | +0.1% | -0.38% | 減碼 |
| 17 | HD | Home Depot Inc | +0.1% | +1.88% | 加碼 |
| 18 | HLT | Hilton Worldwide Holdings In | +0.1% | — | 不變 |
| 19 | BNY | Bank Of New York Mellon CORP | +0.1% | — | 不變 |
| 20 | AAPL | Apple Inc | +0.1% | +0.56% | 加碼 |
| 21 | DE | Deere & Co | +0.1% | -0.12% | 減碼 |
| 22 | AMGN | Amgen Inc | +0.1% | -2.06% | 減碼 |
| 23 | ✓ | +0.1% | -0.11% | 減碼 | |
| 24 | SYK | Stryker CORP | 0% | +2.48% | 加碼 |
| 25 | PSX | Phillips 66 | 0% | — | 不變 |
| 26 | JNJ | Johnson & Johnson | 0% | +2.14% | 加碼 |
| 27 | ✓ | 0% | -0.49% | 減碼 | |
| 28 | COP | Conocophillips | 0% | — | 不變 |
| 29 | ✓ | 0% | — | 不變 | |
| 30 | PEP | Pepsico Inc | 0% | -2.11% | 減碼 |
| 31 | ✓ | 0% | — | 不變 | |
| 32 | ET | Energy Transfer LP | 0% | — | 不變 |
| 33 | ✓ | 0% | +0.64% | 加碼 | |
| 34 | TRV | Travelers Cos Inc/the | 0% | -6.92% | 減碼 |
| 35 | VTOL | Bristow Group Inc | 0% | — | 不變 |
| 36 | HON | Honeywell International Inc | 0% | +1.99% | 加碼 |
| 37 | O | Realty Income CORP | 0% | — | 不變 |
| 38 | NEE | Nextera Energy Inc | 0% | +1.28% | 加碼 |
| 39 | NVS | Novartis Ag-sponsored Adr | 0% | — | 不變 |
| 40 | GS | Goldman Sachs Group Inc | 0% | +9.79% | 加碼 |
| 41 | PFE | Pfizer Inc | 0% | -1.66% | 減碼 |
| 42 | COST | Costco Wholesale CORP | 0% | -7.19% | 減碼 |
| 43 | EW | Edwards Lifesciences CORP | 0% | +1.15% | 加碼 |
| 44 | TRP | Tc Energy CORP | 0% | — | 不變 |
| 45 | CAC | Camden National CORP | 0% | — | 不變 |
| 46 | REDW | Redwood Financial Inc | 0% | — | 不變 |
| 47 | UNP | Union Pacific CORP | 0% | -2.10% | 減碼 |
| 48 | FMAO | Farmers & Merchants Banco/oh | 0% | — | 不變 |
| 49 | ALL | Allstate CORP | 0% | — | 不變 |
| 50 | REGN | Regeneron Pharmaceuticals | 0% | — | 不變 |
根據 SEC 官方 Form 13F 申報備案，Abner Herrman & Brock LLC 在 Q1 2026 季度的美股持倉總市值約為 US$10.5億，共申報了 119 個公開持股部位。
在 Q1 2026 季度，Abner Herrman & Brock LLC 按市值排列的前三大核心持股分別為：NVDA (7.7%)、GOOG (4.3%)、JPM (4.0%)。其中最大持股部位 NVDA 佔據整體投資組合約 7.7% 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
BMY
市值: US$60.6萬
本季最大獲利了結 / 清倉標的
ABT
前期市值: US$1700.3萬
在 Q1 2026 季度中，Abner Herrman & Brock LLC 共進行了 89 項持倉異動，包含新建倉 5 個部位、加碼 34 個部位、減碼 38 個部位以及清倉 12 個部位。 其中最大新建倉標的為 BMY。 本季清倉部位包含 ABT。
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。