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: 0001630365
申報總市值
US$3.6億
US$3.6億
139 檔
19.6%
在 Q1 2026 申報期間，AIMZ Investment Advisors, LLC（CIK: 0001630365）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$3.6億，共持有 139 個公開申報部位。
數據顯示 AIMZ Investment Advisors, LLC 於 Q1 2026 季度持續回收資金，對 74 個既有部位進行裁減並清倉 5 個標的，組合整體流動性比重有所上升。
從部位權重觀察，前 5 大標的（包含 AAPL, META, GOOGL）累計市值佔比達 19.6%，是驅動 AIMZ Investment Advisors, 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 | AAPL | Apple Inc | 股票-科技 | 7.11% | +0.03% | -1.40% | |
| 2 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 4.42% | -0.54% | -1.21% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.76% | +0.37% | -2.96% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.52% | +0.23% | -8.16% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.20% | -0.34% | -1.29% | |
| 6 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 2.75% | -0.03% | -1.51% | |
| 7 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 2.64% | -0.51% | -3.91% | |
| 8 | REGN | Regeneron Pharmaceuticals | 股票-醫療保健 | 2.27% | -0.64% | -1.64% | |
| 9 | QCOM | Qualcomm Inc | 股票-科技 | 2.23% | +0.61% | -1.62% | |
| 10 | CHRW | C.h. Robinson Worldwide Inc | 股票-工業 | 2.08% | — | -1.82% | |
| 11 | TEVA | Teva Pharmaceutical-sp Adr | 股票-醫療保健 | 2.00% | -0.01% | -2.52% | |
| 12 | INCY | Incyte CORP | 股票-醫療保健 | 1.89% | +0.14% | -1.53% | |
| 13 | WMT | Walmart Inc | 股票-非循環性消費 | 1.77% | -0.34% | -1.53% | |
| 14 | NTAP | Netapp Inc | 股票-科技 | 1.74% | +0.60% | -1.25% | |
| 15 | AZN | AstraZeneca PLC | 股票-醫療保健 | 1.66% | -0.24% | — | |
| 16 | EXPD | Expeditors Intl Wash Inc | 股票-工業 | 1.66% | — | -1.84% | |
| 17 | CSCO | Cisco Systems Inc | 股票-科技 | 1.58% | +0.54% | -1.97% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.54% | -0.11% | -1.52% | |
| 19 | AMGN | Amgen Inc | 股票-醫療保健 | 1.40% | -0.11% | -0.46% | |
| 20 | TROW | T Rowe Price Group Inc | 股票-金融 | 1.34% | +0.17% | -0.29% | |
| 21 | GMAB | Genmab A/s -sp Adr | 股票-其他 | 1.33% | -0.11% | -1.47% | |
| 22 | IBM | Intl Business Machines CORP | 股票-科技 | 1.33% | +0.04% | -0.97% | |
| 23 | CTAS | Cintas CORP | 股票-工業 | 1.30% | -0.13% | -2.80% | |
| 24 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.27% | +0.46% | -1.04% | |
| 25 | NICE | Nice LTD - Spon Adr | 股票-科技 | 1.27% | -0.37% | -2.55% | |
| 26 | EEFT | Euronet Worldwide Inc | 股票-科技 | 1.26% | -0.02% | +111.56% | |
| 27 | INFY | Infosys Ltd-sp Adr | 股票-科技 | 1.23% | -0.38% | -2.59% | |
| 28 | NVDA | Nvidia CORP | 股票-科技 | 1.18% | -0.07% | +0.56% | |
| 29 | ADBE | Adobe Inc | 股票-科技 | 1.15% | -0.28% | -0.44% | |
| 30 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.07% | -0.10% | -1.11% | |
| 31 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.04% | +0.02% | -0.40% | |
| 32 | CHKP | Check Point Software Technologies Ltd. | 股票-科技 | 1.02% | -0.19% | -1.71% | |
| 33 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 1.02% | -0.09% | -3.75% | |
| 34 | GSK | Gsk Plc-spon Adr | 股票-醫療保健 | 1.01% | -0.16% | -2.45% | |
| 35 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.98% | -0.15% | -1.43% | |
| 36 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.94% | -0.04% | -1.20% | |
| 37 | SYK | Stryker CORP | 股票-醫療保健 | 0.92% | -0.14% | — | |
| 38 | EPAM | Epam Systems Inc | 股票-科技 | 0.90% | -0.44% | -1.49% | |
| 39 | ADI | Analog Devices Inc | 股票-科技 | 0.85% | +0.01% | -6.34% | |
| 40 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.83% | -0.14% | -2.36% | |
| 41 | VTV | Vanguard Value ETF | ETF-其他 | 0.82% | -0.01% | -6.29% | |
| 42 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.80% | -0.07% | -4.29% | |
| 43 | URBN | Urban Outfitters Inc | 股票-循環性消費 | 0.80% | -0.03% | -2.85% | |
| 44 | CI | THE Cigna Group | 股票-醫療保健 | 0.76% | -0.06% | -1.18% | |
| 45 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.76% | -0.01% | -4.65% | |
| 46 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.75% | -0.12% | -3.26% | |
| 47 | ITW | Illinois Tool Works | 股票-工業 | 0.72% | -0.06% | +0.02% | |
| 48 | TDY | Teledyne Technologies Inc | 股票-科技 | 0.71% | -0.01% | -3.53% | |
| 49 | PRLB | Proto Labs Inc | 股票-其他 | 0.68% | +0.19% | -2.27% | |
| 50 | XOM | Exxon Mobil CORP | 股票-能源 | 0.68% | -0.20% | +0.02% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | EEFT | Euronet Worldwide Inc | +0.6% | +111.56% | 加碼 |
| 2 | GILD | Gilead Sciences Inc | +0.4% | -3.91% | 減碼 |
| 3 | WMT | Walmart Inc | +0.3% | -1.53% | 減碼 |
| 4 | XOM | Exxon Mobil CORP | +0.2% | +0.02% | 加碼 |
| 5 | JNJ | Johnson & Johnson | +0.2% | -1.11% | 減碼 |
| 6 | AMGN | Amgen Inc | +0.2% | -0.46% | 減碼 |
| 7 | CHRW | C.h. Robinson Worldwide Inc | +0.2% | -1.82% | 減碼 |
| 8 | MRK | Merck & Co. Inc. | +0.2% | -1.20% | 減碼 |
| 9 | BMY | Bristol-myers Squibb Co | +0.2% | -1.43% | 減碼 |
| 10 | GSK | Gsk Plc-spon Adr | +0.2% | -2.45% | 減碼 |
| 11 | REGN | Regeneron Pharmaceuticals | +0.1% | -1.64% | 減碼 |
| 12 | TDY | Teledyne Technologies Inc | +0.1% | -3.53% | 減碼 |
| 13 | ADI | Analog Devices Inc | +0.1% | -6.34% | 減碼 |
| 14 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | -1.51% | 減碼 |
| 15 | KLAC | Kla CORP | +0.1% | +0.41% | 加碼 |
| 16 | PRLB | Proto Labs Inc | +0.1% | -2.27% | 減碼 |
| 17 | NVS | Novartis Ag-sponsored Adr | +0.1% | +0.04% | 加碼 |
| 18 | CSCO | Cisco Systems Inc | +0.1% | -1.97% | 減碼 |
| 19 | INTC | Intel CORP | +0.1% | -0.72% | 減碼 |
| 20 | PEP | Pepsico Inc | +0.1% | +0.23% | 加碼 |
| 21 | KO | Coca-cola Co/the | +0.1% | +0.04% | 加碼 |
| 22 | ITW | Illinois Tool Works | +0.1% | +0.02% | 加碼 |
| 23 | VOE | Vanguard Mid-cap Value ETF | +0.1% | -3.75% | 減碼 |
| 24 | NFLX | Netflix Inc | +0.1% | +0.87% | 加碼 |
| 25 | SBUX | Starbucks CORP | +0.1% | -2.58% | 減碼 |
| 26 | AMAT | Applied Materials Inc | +0.1% | -1.46% | 減碼 |
| 27 | UI | Ubiquiti Inc | +0.1% | — | 不變 |
| 28 | MRVL | Marvell Technology Inc | +0.1% | +0.29% | 加碼 |
| 29 | COST | Costco Wholesale CORP | +0.1% | +0.27% | 加碼 |
| 30 | VYM | Vanguard High Dvd Yield ETF | +0.1% | -4.29% | 減碼 |
| 31 | EXPD | Expeditors Intl Wash Inc | 0% | -1.84% | 減碼 |
| 32 | NICE | Nice LTD - Spon Adr | 0% | -2.55% | 減碼 |
| 33 | CVX | Chevron CORP | 0% | +1.07% | 加碼 |
| 34 | SHEL | Shell Plc-adr | 0% | — | 不變 |
| 35 | TEVA | Teva Pharmaceutical-sp Adr | 0% | -2.52% | 減碼 |
| 36 | NTAP | Netapp Inc | 0% | -1.25% | 減碼 |
| 37 | LOW | Lowe's Cos Inc | 0% | -2.36% | 減碼 |
| 38 | COP | Conocophillips | 0% | — | 不變 |
| 39 | VTV | Vanguard Value ETF | 0% | -6.29% | 減碼 |
| 40 | DELL | Dell Technologies -c | 0% | -1.15% | 減碼 |
| 41 | CAT | Caterpillar Inc | 0% | — | 不變 |
| 42 | BEN | Franklin Resources Inc | 0% | -1.31% | 減碼 |
| 43 | SRE | Sempra | 0% | — | 不變 |
| 44 | EBAY | Ebay Inc | 0% | +0.01% | 加碼 |
| 45 | EMR | Emerson Electric Co | 0% | -0.33% | 減碼 |
| 46 | PRF | Invesco Rafi US 1000 ETF | 0% | — | 不變 |
| 47 | VEU | Vanguard Ftse All-world Ex-u | 0% | -0.87% | 減碼 |
| 48 | INCY | Incyte CORP | 0% | -1.53% | 減碼 |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -1.52% | 減碼 |
| 50 | NVDA | Nvidia CORP | 0% | +0.56% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，AIMZ Investment Advisors, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$3.6億，共申報了 139 個公開持股部位。
在 Q1 2026 季度，AIMZ Investment Advisors, LLC 按市值排列的前三大核心持股分別為：AAPL (7.1%)、META (4.4%)、GOOGL (3.8%)。其中最大持股部位 AAPL 佔據整體投資組合約 7.1% 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
AZN
市值: US$538.2萬
本季最大獲利了結 / 清倉標的
AZNN
前期市值: US$512.8萬
在 Q1 2026 季度中，AIMZ Investment Advisors, LLC 共進行了 110 項持倉異動，包含新建倉 4 個部位、加碼 27 個部位、減碼 74 個部位以及清倉 5 個部位。 其中最大新建倉標的為 AZN。 本季清倉部位包含 AZNN。
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。