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: 0001802534
申報總市值
US$8.8億
US$8.8億
70 檔
23.7%
在 Q1 2026 的 13F 官方備案中，Absher Wealth Management, LLC 管理的美股投資組合規模來到 US$8.8億，整體持股檔數為 70 檔。
從 Q1 2026 申報觀察，Absher Wealth Management, LLC 採取防禦導向的調倉策略，本季減碼 39 檔個股並出清 8 檔部位，顯示機構在該時期進行風險控制與流動性回收。
從部位權重觀察，前 5 大標的（包含 MTB, EMR, ADP）累計市值佔比達 23.7%，是驅動 Absher Wealth Management, 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 | MTB | M & T Bank CORP | 股票-金融 | 5.33% | -0.26% | -11.98% | |
| 2 | EMR | Emerson Electric Co | 股票-工業 | 5.01% | +0.36% | +30.82% | |
| 3 | ADP | Automatic Data Processing | 股票-科技 | 4.94% | +0.58% | — | |
| 4 | PEP | Pepsico Inc | 股票-非循環性消費 | 4.66% | -0.50% | +0.88% | |
| 5 | V | Visa Inc-class A Shares | 股票-金融 | 4.49% | +0.53% | +40.91% | |
| 6 | ADI | Analog Devices Inc | 股票-科技 | 4.36% | +0.10% | -10.15% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 4.28% | -0.06% | +29.70% | |
| 8 | JNJ | Johnson & Johnson | 股票-醫療保健 | 4.19% | +0.06% | -8.93% | |
| 9 | LECO | Lincoln Electric Holdings | 股票-工業 | 4.14% | +0.36% | -9.21% | |
| 10 | ABT | Abbott Laboratories | 股票-醫療保健 | 4.01% | +0.61% | +68.86% | |
| 11 | DE | Deere & Co | 股票-工業 | 3.75% | +0.35% | -7.23% | |
| 12 | FAST | Fastenal Co | 股票-工業 | 3.66% | +0.03% | -0.41% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.56% | +0.29% | -3.63% | |
| 14 | WMT | Walmart Inc | 股票-非循環性消費 | 3.43% | -0.38% | -12.02% | |
| 15 | SNA | Snap-on Inc | 股票-工業 | 3.35% | -0.12% | -16.16% | |
| 16 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.17% | +0.50% | -15.61% | |
| 17 | NKE | Nike Inc -cl B | 股票-循環性消費 | 3.10% | -3.10% | EXIT | |
| 18 | RL | Ralph Lauren CORP | 股票-循環性消費 | 3.10% | +0.39% | -4.69% | |
| 19 | AMGN | Amgen Inc | 股票-醫療保健 | 3.09% | +0.01% | -4.42% | |
| 20 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 3.04% | -0.25% | -2.80% | |
| 21 | BA | Boeing Co/the | 股票-工業 | 2.90% | +0.19% | +2.34% | |
| 22 | CVX | Chevron CORP | 股票-能源 | 2.88% | -0.83% | -35.43% | |
| 23 | SBUX | Starbucks CORP | 股票-循環性消費 | 2.87% | -2.69% | -24.13% | |
| 24 | AAPL | Apple Inc | 股票-科技 | 2.49% | +0.25% | -2.70% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.43% | +0.06% | -1.48% | |
| 26 | MCD | Mcdonald's CORP | 股票-循環性消費 | 2.19% | +0.62% | -0.53% | |
| 27 | INTU | Intuit Inc | 股票-科技 | 0.34% | -0.10% | — | |
| 28 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.32% | -0.03% | -14.15% | |
| 29 | CMI | Cummins Inc | 股票-工業 | 0.30% | +0.02% | -12.57% | |
| 30 | ZBH | Zimmer Biomet Holdings Inc | 股票-醫療保健 | 0.30% | -0.04% | +8.90% | |
| 31 | PAYC | Paycom Software Inc | 股票-科技 | 0.28% | — | +43.50% | |
| 32 | LULU | Lululemon Athletica Inc | 股票-循環性消費 | 0.26% | -0.07% | -3.18% | |
| 33 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.24% | -0.01% | +22.60% | |
| 34 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.22% | +0.04% | -1.51% | |
| 35 | ACN | Accenture plc | 股票-科技 | 0.22% | -0.09% | +65.73% | |
| 36 | HSY | Hershey Co/the | 股票-非循環性消費 | 0.22% | — | -29.34% | |
| 37 | ADBE | Adobe Inc | 股票-科技 | 0.20% | -0.04% | -1.60% | |
| 38 | MA | Mastercard Inc - A | 股票-金融 | 0.17% | +0.01% | +68.72% | |
| 39 | SHEL | Shell Plc-adr | 股票-能源 | 0.17% | -0.03% | -40.89% | |
| 40 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.17% | — | -0.61% | |
| 41 | PSA | Public Storage | 股票-房地產 | 0.16% | -0.04% | +35.31% | |
| 42 | KNSL | Kinsale Capital Group Inc | 股票-金融 | 0.15% | +0.02% | — | |
| 43 | MCY | Mercury General CORP | 股票-其他 | 0.14% | +0.02% | +0.02% | |
| 44 | WAT | Waters CORP | 股票-醫療保健 | 0.13% | +0.03% | +51.81% | |
| 45 | TPR | Tapestry Inc | 股票-循環性消費 | 0.12% | — | +0.12% | |
| 46 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.12% | -0.01% | -3.47% | |
| 47 | WMS | Advanced Drainage Systems In | 股票-工業 | 0.11% | +0.02% | -45.13% | |
| 48 | AME | Ametek Inc | 股票-工業 | 0.11% | +0.01% | -46.45% | |
| 49 | TXN | Texas Instruments Inc | 股票-科技 | 0.10% | -0.01% | +1.00% | |
| 50 | LMT | Lockheed Martin CORP | 股票-工業 | 0.10% | -0.02% | -1.90% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | EMR | Emerson Electric Co | +1.1% | +30.82% | 加碼 |
| 2 | ABT | Abbott Laboratories | +1.1% | +68.86% | 加碼 |
| 3 | V | Visa Inc-class A Shares | +0.8% | +40.91% | 加碼 |
| 4 | FAST | Fastenal Co | +0.4% | -0.41% | 減碼 |
| 5 | DE | Deere & Co | +0.4% | -7.23% | 減碼 |
| 6 | PEP | Pepsico Inc | +0.3% | +0.88% | 加碼 |
| 7 | COST | Costco Wholesale CORP | +0.3% | -2.80% | 減碼 |
| 8 | JNJ | Johnson & Johnson | +0.3% | -8.93% | 減碼 |
| 9 | ADI | Analog Devices Inc | +0.2% | -10.15% | 減碼 |
| 10 | AMGN | Amgen Inc | +0.1% | -4.42% | 減碼 |
| 11 | MA | Mastercard Inc - A | +0.1% | +68.72% | 加碼 |
| 12 | PSA | Public Storage | +0.1% | +35.31% | 加碼 |
| 13 | ACN | Accenture plc | 0% | +65.73% | 加碼 |
| 14 | ZBH | Zimmer Biomet Holdings Inc | 0% | +8.90% | 加碼 |
| 15 | PAYC | Paycom Software Inc | 0% | +43.50% | 加碼 |
| 16 | WAT | Waters CORP | 0% | +51.81% | 加碼 |
| 17 | MRK | Merck & Co. Inc. | 0% | -0.61% | 減碼 |
| 18 | LMT | Lockheed Martin CORP | 0% | -1.90% | 減碼 |
| 19 | META | Meta Platforms Inc-class A | 0% | +22.60% | 加碼 |
| 20 | UI | Ubiquiti Inc | 0% | — | 不變 |
| 21 | TPR | Tapestry Inc | 0% | +0.12% | 加碼 |
| 22 | TXN | Texas Instruments Inc | 0% | +1.00% | 加碼 |
| 23 | DUK | Duke Energy CORP | 0% | +2.27% | 加碼 |
| 24 | KLAC | Kla CORP | 0% | — | 不變 |
| 25 | MCD | Mcdonald's CORP | — | -0.53% | 減碼 |
| 26 | NVDA | Nvidia CORP | — | -13.40% | 減碼 |
| 27 | HON | Honeywell International Inc | — | — | 不變 |
| 28 | TSM | Taiwan Semiconductor-sp Adr | — | — | 不變 |
| 29 | HD | Home Depot Inc | — | -0.63% | 減碼 |
| 30 | UPS | United Parcel Service-cl B | — | +4.39% | 加碼 |
| 31 | WSM | Williams-sonoma Inc | — | -0.45% | 減碼 |
| 32 | UL | Unilever Plc-sponsored Adr | — | +11.76% | 加碼 |
| 33 | PM | Philip Morris International | — | -2.63% | 減碼 |
| 34 | AZO | Autozone Inc | — | — | 不變 |
| 35 | DEO | Diageo Plc-sponsored Adr | 0% | -6.21% | 減碼 |
| 36 | AMZN | Amazon.com Inc | 0% | -2.79% | 減碼 |
| 37 | NXPI | NXP Semiconductors N.V. | 0% | -2.77% | 減碼 |
| 38 | MCY | Mercury General CORP | 0% | +0.02% | 加碼 |
| 39 | AVGO | Broadcom Inc | 0% | — | 不變 |
| 40 | VTI | Vanguard Total Stock Mkt ETF | 0% | -2.28% | 減碼 |
| 41 | DIS | Walt Disney Co/the | 0% | -3.47% | 減碼 |
| 42 | CMI | Cummins Inc | 0% | -12.57% | 減碼 |
| 43 | GOOG | Alphabet Inc-cl C | 0% | -1.51% | 減碼 |
| 44 | HSY | Hershey Co/the | -0.1% | -29.34% | 減碼 |
| 45 | SHEL | Shell Plc-adr | -0.1% | -40.89% | 減碼 |
| 46 | DG | Dollar General CORP | -0.1% | -40.30% | 減碼 |
| 47 | LOW | Lowe's Cos Inc | -0.1% | -14.15% | 減碼 |
| 48 | AME | Ametek Inc | -0.1% | -46.45% | 減碼 |
| 49 | MSFT | Microsoft CORP | -0.1% | +29.70% | 加碼 |
| 50 | ADBE | Adobe Inc | -0.1% | -1.60% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Absher Wealth Management, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$8.8億，共申報了 70 個公開持股部位。
在 Q1 2026 季度，Absher Wealth Management, LLC 按市值排列的前三大核心持股分別為：MTB (5.3%)、EMR (5.0%)、ADP (4.9%)。其中最大持股部位 MTB 佔據整體投資組合約 5.3% 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
ADP
市值: US$4210.2萬
本季最大獲利了結 / 清倉標的
PAYX
前期市值: US$3071.8萬
在 Q1 2026 季度中，Absher Wealth Management, LLC 共進行了 72 項持倉異動，包含新建倉 5 個部位、加碼 20 個部位、減碼 39 個部位以及清倉 8 個部位。 其中最大新建倉標的為 ADP。 本季清倉部位包含 PAYX。
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。