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: 0001169318
申報總市值
US$1.7億
US$1.7億
139 檔
19.7%
Albert D Mason Inc 在 Q2 2026 季度的美股部位總計估值為 US$1.7億，分散於 139 個持倉標的之中，反映其市場參與廣度與投資規模。
Q2 2026 數據顯示 Albert D Mason Inc 積極進場，新開立 14 個部位並同步加碼 69 檔個股，反映機構在該季度的資金注入與籌碼積累。
在資產配置集中度方面，Albert D Mason Inc 的前 5 大核心持股（包含 LRCX, KLAC, GOOG 等）合計佔整體申報市值的 19.7%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | LRCX | Lam Research CORP | 股票-科技 | 4.97% | -2.19% | -1.65% | |
| 2 | KLAC | Kla CORP | 股票-科技 | 4.73% | -2.00% | +686.81% | |
| 3 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 4.40% | +0.07% | -0.39% | |
| 4 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 2.29% | -0.08% | — | |
| 5 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 2.15% | -0.01% | -1.00% | |
| 6 | SNA | Snap-on Inc | 股票-工業 | 2.04% | -0.08% | +0.56% | |
| 7 | LIN | Linde plc | 股票-原物料 | 1.97% | -0.03% | +2.94% | |
| 8 | HUBB | Hubbell Inc | 股票-工業 | 1.83% | -0.14% | +13.04% | |
| 9 | GWW | Ww Grainger Inc | 股票-工業 | 1.82% | -0.06% | +3.52% | |
| 10 | TMTNF | Toromont Industries LTD | 股票-其他 | 1.79% | +0.07% | +0.24% | |
| 11 | ✓ | Schneider Electric SA | 股票-其他 | 1.76% | +0.13% | — | |
| 12 | ITT | Itt Inc | 股票-工業 | 1.71% | +0.14% | +0.34% | |
| 13 | PAC | Grupo Aeroportuario Pac-adr | 股票-其他 | 1.69% | -0.18% | +0.21% | |
| 14 | ATO | Atmos Energy CORP | 股票-公用事業 | 1.61% | -0.05% | +31.18% | |
| 15 | PLBC | Plumas Bancorp | 股票-其他 | 1.49% | +0.18% | +0.42% | |
| 16 | SKT | Tanger Inc | 股票-房地產 | 1.46% | -0.12% | +0.77% | |
| 17 | WTFC | Wintrust Financial CORP | 股票-金融 | 1.35% | -0.08% | +0.77% | |
| 18 | KMI | Kinder Morgan, Inc. | 股票-能源 | 1.34% | — | +2.20% | |
| 19 | ETN | Eaton Corporation plc | 股票-工業 | 1.25% | -1.25% | EXIT | |
| 20 | SHW | Sherwin-williams Co/the | 股票-原物料 | 1.23% | +0.01% | +0.50% | |
| 21 | AMAT | Applied Materials Inc | 股票-科技 | 1.19% | -0.30% | -3.36% | |
| 22 | CPK | Chesapeake Utilities CORP | 股票-其他 | 1.19% | +0.14% | +38.46% | |
| 23 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.19% | -0.09% | +0.69% | |
| 24 | PH | Parker Hannifin CORP | 股票-工業 | 1.16% | +0.05% | -40.65% | |
| 25 | CMI | Cummins Inc | 股票-工業 | 1.15% | -0.26% | +0.82% | |
| 26 | AGYS | Agilysys Inc | 股票-其他 | 1.11% | -0.01% | +0.23% | |
| 27 | ADP | Automatic Data Processing | 股票-科技 | 1.10% | +0.25% | +1.27% | |
| 28 | LECO | Lincoln Electric Holdings | 股票-工業 | 1.05% | +0.07% | +2.05% | |
| 29 | PAYX | Paychex Inc | 股票-科技 | 1.05% | +0.07% | +13.44% | |
| 30 | NSC | Norfolk Southern CORP | 股票-工業 | 1.04% | +0.05% | +0.87% | |
| 31 | NBIS | Nebius Group N.V. | 股票-其他 | 1.02% | -0.10% | — | |
| 32 | ✓ | Gaztransport et Technigaz SAS | 股票-其他 | 0.99% | +0.42% | +19.66% | |
| 33 | IRMD | Iradimed CORP | 股票-其他 | 0.93% | -0.03% | +0.13% | |
| 34 | ✓ | Straumann Holdings AG | 股票-其他 | 0.93% | -0.11% | -0.09% | |
| 35 | ✓ | Banco del Bajio SA | 股票-其他 | 0.91% | +0.05% | — | |
| 36 | MGY | Magnolia Oil & Gas CORP - A | 股票-能源 | 0.90% | -0.01% | +0.41% | |
| 37 | ✓ | Sabre Insurance Group PLC | 股票-其他 | 0.90% | +0.06% | — | |
| 38 | FBK | Fb Financial CORP | 股票-其他 | 0.89% | — | +1.54% | |
| 39 | WES | Western Midstream Partners L | 股票-能源 | 0.89% | +0.08% | +0.78% | |
| 40 | FISV | Fiserv Inc | 股票-其他 | 0.88% | -0.88% | EXIT | |
| 41 | DLMAF | Dollarama Inc | 股票-其他 | 0.87% | +0.75% | -34.40% | |
| 42 | TTE | TotalEnergies SE | 股票-其他 | 0.87% | +0.16% | -6.10% | |
| 43 | GRMN | Garmin Ltd. | 股票-科技 | 0.87% | +0.25% | +2.73% | |
| 44 | PMREF | Primaris Reit | 股票-其他 | 0.86% | -0.86% | EXIT | |
| 45 | EPD | Enterprise Products Partners | 股票-能源 | 0.85% | +0.05% | +0.62% | |
| 46 | ET | Energy Transfer LP | 股票-能源 | 0.84% | +0.14% | +0.71% | |
| 47 | CLMB | Climb Global Solutions Inc | 股票-其他 | 0.82% | +0.40% | +0.06% | |
| 48 | GVDNY | Givaudan-unspon Adr | 股票-其他 | 0.80% | +0.03% | — | |
| 49 | FAST | Fastenal Co | 股票-工業 | 0.79% | +0.09% | +1.87% | |
| 50 | ✓ | Sparebank 1 SR-Bank | 股票-其他 | 0.77% | +0.23% | +1.00% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | LRCX | Lam Research CORP | +2.1% | -1.65% | 減碼 |
| 2 | KLAC | Kla CORP | +1.4% | +686.81% | 加碼 |
| 3 | NBIS | Nebius Group N.V. | +0.6% | — | 不變 |
| 4 | AMAT | Applied Materials Inc | +0.5% | -3.36% | 減碼 |
| 5 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | -1.00% | 減碼 |
| 6 | BABA | Alibaba Group Holding-sp Adr | +0.4% | NEW | 新建倉 |
| 7 | GOOG | Alphabet Inc-cl C | +0.3% | -0.39% | 減碼 |
| 8 | RHUHF | Richelieu Hardware LTD | +0.3% | NEW | 新建倉 |
| 9 | ✓ | +0.3% | NEW | 新建倉 | |
| 10 | ✓ | +0.3% | NEW | 新建倉 | |
| 11 | AGYS | Agilysys Inc | +0.3% | +0.23% | 加碼 |
| 12 | DDOG | Datadog Inc - Class A | +0.3% | -1.45% | 減碼 |
| 13 | MSFT | Microsoft CORP | +0.2% | +108.56% | 加碼 |
| 14 | GWW | Ww Grainger Inc | +0.2% | +3.52% | 加碼 |
| 15 | MGM | Mgm Resorts International | +0.2% | NEW | 新建倉 |
| 16 | SIRI | Sirius Xm Holdings Inc | +0.2% | NEW | 新建倉 |
| 17 | CPK | Chesapeake Utilities CORP | +0.2% | +38.46% | 加碼 |
| 18 | CMI | Cummins Inc | +0.2% | +0.82% | 加碼 |
| 19 | HPE | Hewlett Packard Enterprise | +0.2% | +10.12% | 加碼 |
| 20 | USB | US Bancorp | +0.2% | NEW | 新建倉 |
| 21 | ✓ | +0.2% | NEW | 新建倉 | |
| 22 | CALM | Cal-maine Foods Inc | +0.2% | NEW | 新建倉 |
| 23 | UNH | Unitedhealth Group Inc | +0.2% | NEW | 新建倉 |
| 24 | GLP | Global Partners LP | +0.2% | NEW | 新建倉 |
| 25 | ✓ | Schneider Electric SA | +0.1% | — | 不變 |
| 26 | DHI | Dr Horton Inc | +0.1% | NEW | 新建倉 |
| 27 | CVS | Cvs Health CORP | +0.1% | — | 不變 |
| 28 | SDZNY | Sandoz Group Ag-adr | +0.1% | NEW | 新建倉 |
| 29 | RHHBY | Roche Holdings Ltd-spons Adr | +0.1% | NEW | 新建倉 |
| 30 | ATO | Atmos Energy CORP | +0.1% | +31.18% | 加碼 |
| 31 | ✓ | Straumann Holdings AG | +0.1% | -0.09% | 減碼 |
| 32 | HUBB | Hubbell Inc | +0.1% | +13.04% | 加碼 |
| 33 | GTBIF | Green Thumb Industries Inc | +0.1% | +11.26% | 加碼 |
| 34 | NXPI | NXP Semiconductors N.V. | +0.1% | +16.07% | 加碼 |
| 35 | TRLV | Trulieve Cannabis CORP | +0.1% | — | 不變 |
| 36 | PLBC | Plumas Bancorp | +0.1% | +0.42% | 加碼 |
| 37 | GVDNY | Givaudan-unspon Adr | +0.1% | — | 不變 |
| 38 | TNC | Tennant Co | +0.1% | +0.50% | 加碼 |
| 39 | ETN | Eaton Corporation plc | +0.1% | -0.02% | 減碼 |
| 40 | PAYX | Paychex Inc | +0.1% | +13.44% | 加碼 |
| 41 | ZTS | Zoetis Inc | +0.1% | +113.76% | 加碼 |
| 42 | ✓ | Treatt PLC | +0.1% | — | 不變 |
| 43 | TMTNF | Toromont Industries LTD | 0% | +0.24% | 加碼 |
| 44 | SKT | Tanger Inc | 0% | +0.77% | 加碼 |
| 45 | TXRH | Texas Roadhouse Inc | 0% | +4.17% | 加碼 |
| 46 | WTFC | Wintrust Financial CORP | 0% | +0.77% | 加碼 |
| 47 | AVGO | Broadcom Inc | 0% | -0.57% | 減碼 |
| 48 | SIEGY | Siemens Ag-spons Adr | 0% | — | 不變 |
| 49 | CLMB | Climb Global Solutions Inc | 0% | +0.06% | 加碼 |
| 50 | C | Citigroup Inc | 0% | — | 不變 |
根據 SEC 官方 Form 13F 申報備案，Albert D Mason Inc 在 Q2 2026 季度的美股持倉總市值約為 US$1.7億，共申報了 139 個公開持股部位。
在 Q2 2026 季度，Albert D Mason Inc 按市值排列的前三大核心持股分別為：LRCX (5.0%)、KLAC (4.7%)、GOOG (4.4%)。其中最大持股部位 LRCX 佔據整體投資組合約 5.0% 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
BABA
市值: US$64.1萬
本季最大獲利了結 / 清倉標的
PBA
前期市值: US$179.5萬
在 Q2 2026 季度中，Albert D Mason Inc 共進行了 111 項持倉異動，包含新建倉 14 個部位、加碼 69 個部位、減碼 24 個部位以及清倉 4 個部位。 其中最大新建倉標的為 BABA。 本季清倉部位包含 PBA。
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。