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: 0002001461
申報總市值
US$6.6億
US$6.6億
159 檔
18.8%
截至 Q1 2026 季度末，Allen Mooney & Barnes Investment Advisors LLC 的美股持倉估值約為 US$6.6億，全數申報部位共有 159 檔。
在 Q1 2026，Allen Mooney & Barnes Investment Advisors LLC 操作展現出積極擴展與加碼意向。本季共新建倉 5 個新部位，並對 89 個既有持股進行加碼（合計增持 94 檔），相較減碼與清倉部位顯著佔優。
檢視投資組合結構，前 5 大主力部位（包含 AAPL, GOOGL, XOM）占據了總市值的 18.8%，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 | AAPL | Apple Inc | 股票-科技 | 4.87% | +0.38% | +1.15% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.08% | -0.70% | +0.38% | |
| 3 | XOM | Exxon Mobil CORP | 股票-能源 | 3.14% | -3.14% | EXIT | |
| 4 | AEP | American Electric Power | 股票-公用事業 | 2.89% | +0.08% | +0.25% | |
| 5 | ABBV | Abbvie Inc | 股票-醫療保健 | 2.75% | +0.39% | +1.09% | |
| 6 | EPD | Enterprise Products Partners | 股票-能源 | 2.74% | -0.17% | -2.46% | |
| 7 | DOW | Dow Inc | 股票-原物料 | 2.66% | -2.66% | EXIT | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.55% | +0.32% | +1.24% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.51% | +0.05% | +1.18% | |
| 10 | LHX | L3harris Technologies Inc | 股票-工業 | 2.39% | -0.37% | -0.62% | |
| 11 | CSCO | Cisco Systems Inc | 股票-科技 | 2.30% | -2.01% | +2.20% | |
| 12 | EOG | Eog Resources Inc | 股票-能源 | 2.30% | -0.99% | +5.97% | |
| 13 | CMI | Cummins Inc | 股票-工業 | 2.29% | +0.75% | -24.51% | |
| 14 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 2.25% | +0.23% | +421.19% | |
| 15 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 2.25% | -0.18% | +0.73% | |
| 16 | AXP | American Express Co | 股票-金融 | 2.23% | +0.31% | +1.89% | |
| 17 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.22% | +0.33% | +2.32% | |
| 18 | WY | Weyerhaeuser Co | 股票-房地產 | 2.09% | +0.01% | +3562.21% | |
| 19 | ELV | Elevance Health Inc | 股票-醫療保健 | 2.09% | +0.64% | +2.85% | |
| 20 | SCHW | Schwab (charles) CORP | 股票-金融 | 2.04% | — | +1.81% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.04% | +0.43% | +1.72% | |
| 22 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 2.03% | +1.10% | +4.52% | |
| 23 | ADBE | Adobe Inc | 股票-科技 | 2.03% | -0.27% | +51.14% | |
| 24 | HON | Honeywell International Inc | 股票-工業 | 1.98% | -1.98% | EXIT | |
| 25 | INTU | Intuit Inc | 股票-科技 | 1.96% | -0.72% | — | |
| 26 | MO | Altria Group Inc | 股票-非循環性消費 | 1.95% | +0.01% | +1.22% | |
| 27 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.95% | -0.03% | +2.19% | |
| 28 | CG | Carlyle Group Inc/the | 股票-金融 | 1.80% | -0.27% | +2.55% | |
| 29 | MDT | Medtronic plc | 股票-醫療保健 | 1.77% | -0.22% | +1.96% | |
| 30 | PRU | Prudential Financial Inc | 股票-金融 | 1.47% | +0.07% | +3.03% | |
| 31 | C | Citigroup Inc | 股票-金融 | 1.46% | +0.31% | +2.28% | |
| 32 | IBM | Intl Business Machines CORP | 股票-科技 | 1.44% | -1.20% | -0.22% | |
| 33 | AMAT | Applied Materials Inc | 股票-科技 | 1.33% | +0.15% | -3.87% | |
| 34 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.26% | -0.18% | +4.12% | |
| 35 | T | At&t Inc | 股票-通訊服務 | 1.13% | -0.43% | +3.71% | |
| 36 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.10% | +0.12% | -0.79% | |
| 37 | FLO | Flowers Foods Inc | 股票-非循環性消費 | 1.09% | -0.04% | +0.90% | |
| 38 | AFL | Aflac Inc | 股票-金融 | 1.06% | +0.03% | +0.56% | |
| 39 | FISV | Fiserv Inc | 股票-其他 | 0.89% | -0.89% | EXIT | |
| 40 | WMT | Walmart Inc | 股票-非循環性消費 | 0.83% | -0.05% | +0.44% | |
| 41 | V | Visa Inc-class A Shares | 股票-金融 | 0.79% | +0.12% | +0.04% | |
| 42 | EFX | Equifax Inc | 股票-工業 | 0.75% | -0.06% | — | |
| 43 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.73% | +0.15% | -3.70% | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.68% | +0.17% | +0.47% | |
| 45 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.67% | +0.11% | +0.43% | |
| 46 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.57% | +0.09% | +0.87% | |
| 47 | CVX | Chevron CORP | 股票-能源 | 0.52% | -0.10% | -1.33% | |
| 48 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.49% | +0.14% | -4.75% | |
| 49 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.44% | -0.02% | -1.07% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.37% | +0.03% | +1.12% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | WY | Weyerhaeuser Co | +2% | +3562.21% | 加碼 |
| 2 | MRK | Merck & Co. Inc. | +1.9% | +421.19% | 加碼 |
| 3 | EOG | Eog Resources Inc | +0.7% | +5.97% | 加碼 |
| 4 | DOW | Dow Inc | +0.4% | -30.20% | 減碼 |
| 5 | EPD | Enterprise Products Partners | +0.3% | -2.46% | 減碼 |
| 6 | LHX | L3harris Technologies Inc | +0.3% | -0.62% | 減碼 |
| 7 | AEP | American Electric Power | +0.2% | +0.25% | 加碼 |
| 8 | AMAT | Applied Materials Inc | +0.2% | -3.87% | 減碼 |
| 9 | HON | Honeywell International Inc | +0.2% | +0.45% | 加碼 |
| 10 | MO | Altria Group Inc | +0.2% | +1.22% | 加碼 |
| 11 | FISV | Fiserv Inc | +0.2% | +59.27% | 加碼 |
| 12 | T | At&t Inc | +0.2% | +3.71% | 加碼 |
| 13 | CVX | Chevron CORP | +0.1% | -1.33% | 減碼 |
| 14 | XOM | Exxon Mobil CORP | +0.1% | -23.25% | 減碼 |
| 15 | PEP | Pepsico Inc | +0.1% | +4.12% | 加碼 |
| 16 | WMT | Walmart Inc | +0.1% | +0.44% | 加碼 |
| 17 | ADM | Archer-daniels-midland Co | +0.1% | -0.14% | 減碼 |
| 18 | PSX | Phillips 66 | 0% | +0.08% | 加碼 |
| 19 | JNJ | Johnson & Johnson | 0% | -0.20% | 減碼 |
| 20 | CAT | Caterpillar Inc | 0% | -0.83% | 減碼 |
| 21 | MPC | Marathon Petroleum CORP | 0% | +0.19% | 加碼 |
| 22 | NEE | Nextera Energy Inc | 0% | +8.02% | 加碼 |
| 23 | DE | Deere & Co | 0% | +1.63% | 加碼 |
| 24 | GILD | Gilead Sciences Inc | 0% | +0.02% | 加碼 |
| 25 | SO | Southern Co/the | 0% | +1.10% | 加碼 |
| 26 | BMY | Bristol-myers Squibb Co | 0% | -0.73% | 減碼 |
| 27 | COP | Conocophillips | 0% | +0.16% | 加碼 |
| 28 | VZ | Verizon Communications Inc | 0% | +10.06% | 加碼 |
| 29 | UPS | United Parcel Service-cl B | 0% | +71.38% | 加碼 |
| 30 | ADBE | Adobe Inc | 0% | +51.14% | 加碼 |
| 31 | KO | Coca-cola Co/the | 0% | -1.07% | 減碼 |
| 32 | BP | Bp Plc-spons Adr | 0% | -1.14% | 減碼 |
| 33 | CBAN | Colony Bankcorp | 0% | +0.01% | 加碼 |
| 34 | DUK | Duke Energy CORP | 0% | +0.20% | 加碼 |
| 35 | COST | Costco Wholesale CORP | 0% | — | 不變 |
| 36 | VMI | Valmont Industries | 0% | +7.42% | 加碼 |
| 37 | TGT | Target CORP | 0% | -0.17% | 減碼 |
| 38 | LMT | Lockheed Martin CORP | 0% | +0.24% | 加碼 |
| 39 | NOC | Northrop Grumman CORP | 0% | -0.86% | 減碼 |
| 40 | IRM | Iron Mountain Inc | 0% | -2.36% | 減碼 |
| 41 | OKE | Oneok Inc | 0% | -0.53% | 減碼 |
| 42 | IWM | Ishares Russell 2000 ETF | 0% | +6.38% | 加碼 |
| 43 | CL | Colgate-palmolive Co | 0% | +0.19% | 加碼 |
| 44 | PFE | Pfizer Inc | — | +0.45% | 加碼 |
| 45 | GLD | Spdr Gold Shares | — | -0.42% | 減碼 |
| 46 | CAH | Cardinal Health Inc | — | +1.86% | 加碼 |
| 47 | FDX | Fedex CORP | — | -0.34% | 減碼 |
| 48 | TJX | Tjx Companies Inc | — | +7.80% | 加碼 |
| 49 | PM | Philip Morris International | — | +0.18% | 加碼 |
| 50 | IBIT | Ishares Bitcoin Trust ETF | — | +49.72% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Allen Mooney & Barnes Investment Advisors LLC 在 Q1 2026 季度的美股持倉總市值約為 US$6.6億，共申報了 159 個公開持股部位。
在 Q1 2026 季度，Allen Mooney & Barnes Investment Advisors LLC 按市值排列的前三大核心持股分別為：AAPL (4.9%)、GOOGL (4.1%)、XOM (3.1%)。其中最大持股部位 AAPL 佔據整體投資組合約 4.9% 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
INTU
市值: US$1360.7萬
本季最大獲利了結 / 清倉標的
EIM
前期市值: US$35.1萬
在 Q1 2026 季度中，Allen Mooney & Barnes Investment Advisors LLC 共進行了 150 項持倉異動，包含新建倉 5 個部位、加碼 89 個部位、減碼 48 個部位以及清倉 8 個部位。 其中最大新建倉標的為 INTU。 本季清倉部位包含 EIM。
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。