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: 0001226886
申報總市值
US$4.6億
US$4.6億
199 檔
18.1%
在 Q1 2026 申報期間，Alpine Woods Capital Investors, LLC（CIK: 0001226886）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$4.6億，共持有 199 個公開申報部位。
在 Q1 2026 期間，Alpine Woods Capital Investors, LLC 展現了靈活的資產再平衡步調，透過出清 31 檔弱勢或達到目標價部位，將資金轉置於 57 檔新建倉標的之中。
從部位權重觀察，前 5 大標的（包含 NVDA, AVGO, WFC）累計市值佔比達 18.1%，是驅動 Alpine Woods Capital Investors, 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 | NVDA | Nvidia CORP | 股票-科技 | 7.63% | -5.54% | +252.44% | |
| 2 | AVGO | Broadcom Inc | 股票-科技 | 3.74% | +0.06% | -27.22% | |
| 3 | WFC | Wells Fargo & Co | 股票-金融 | 3.33% | +1.01% | -2.24% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.64% | +0.18% | -22.74% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.62% | +0.03% | -36.67% | |
| 6 | LHX | L3harris Technologies Inc | 股票-工業 | 2.54% | -0.46% | -7.42% | |
| 7 | AEM | Agnico Eagle Mines LTD | 股票-原物料 | 2.38% | -0.74% | -26.68% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 2.05% | +0.04% | -44.73% | |
| 9 | AMGN | Amgen Inc | 股票-醫療保健 | 1.95% | +0.02% | +21.00% | |
| 10 | STLD | Steel Dynamics Inc | 股票-原物料 | 1.91% | -0.56% | +10.28% | |
| 11 | CMI | Cummins Inc | 股票-工業 | 1.80% | +0.38% | -5.80% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.64% | +0.15% | -30.33% | |
| 13 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.63% | +0.06% | +7.54% | |
| 14 | SO | Southern Co/the | 股票-公用事業 | 1.61% | -0.18% | +24.43% | |
| 15 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.59% | -0.33% | +9.06% | |
| 16 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.59% | -0.15% | -0.48% | |
| 17 | EQIX | Equinix Inc | 股票-房地產 | 1.58% | — | +26.01% | |
| 18 | BAC | Bank Of America CORP | 股票-金融 | 1.57% | +0.17% | -5.30% | |
| 19 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 1.55% | -0.15% | +176.06% | |
| 20 | EVRG | Evergy Inc | 股票-公用事業 | 1.49% | -0.11% | +13.44% | |
| 21 | WM | Waste Management Inc | 股票-工業 | 1.36% | +0.12% | +206.36% | |
| 22 | SBAC | Sba Communications CORP | 股票-房地產 | 1.33% | -0.16% | +8.93% | |
| 23 | TXN | Texas Instruments Inc | 股票-科技 | 1.30% | +0.15% | +6.98% | |
| 24 | LNG | Cheniere Energy Inc | 股票-能源 | 1.29% | -0.42% | +6.53% | |
| 25 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 1.19% | -0.78% | +14.90% | |
| 26 | EMR | Emerson Electric Co | 股票-工業 | 1.19% | -0.16% | +104.09% | |
| 27 | WMB | Williams Cos Inc | 股票-能源 | 1.18% | -0.07% | -7.42% | |
| 28 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.09% | +0.03% | -16.91% | |
| 29 | HD | Home Depot Inc | 股票-循環性消費 | 1.05% | +0.16% | +3.08% | |
| 30 | MSI | Motorola Solutions Inc | 股票-科技 | 1.03% | -0.21% | -12.04% | |
| 31 | QCOM | Qualcomm Inc | 股票-科技 | 1.03% | +0.10% | +344.07% | |
| 32 | CSCO | Cisco Systems Inc | 股票-科技 | 0.96% | +0.37% | +75.40% | |
| 33 | MET | Metlife Inc | 股票-金融 | 0.94% | -0.19% | — | |
| 34 | NFLX | Netflix Inc | 股票-通訊服務 | 0.88% | -0.45% | +23.62% | |
| 35 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.87% | +0.01% | +2.02% | |
| 36 | PPG | Ppg Industries Inc | 股票-原物料 | 0.84% | +0.03% | — | |
| 37 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.83% | +0.29% | -4.02% | |
| 38 | TT | Trane Technologies plc | 股票-工業 | 0.83% | +0.01% | -4.62% | |
| 39 | BEPC | Brookfield Renewable CORP | 股票-公用事業 | 0.81% | -0.12% | +112.91% | |
| 40 | CLX | Clorox Company | 股票-非循環性消費 | 0.80% | -0.80% | EXIT | |
| 41 | RS | Reliance Inc | 股票-原物料 | 0.77% | +0.01% | +17.95% | |
| 42 | GIS | General Mills Inc | 股票-非循環性消費 | 0.77% | -0.21% | +635.84% | |
| 43 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.76% | -0.17% | -30.40% | |
| 44 | SPG | Simon Property Group Inc | 股票-房地產 | 0.74% | +0.01% | +24.55% | |
| 45 | UNP | Union Pacific CORP | 股票-工業 | 0.71% | +0.01% | — | |
| 46 | KHC | Kraft Heinz Co/the | 股票-非循環性消費 | 0.69% | -0.16% | +248.79% | |
| 47 | GRMN | Garmin Ltd. | 股票-科技 | 0.69% | -0.05% | +21.09% | |
| 48 | J | Jacobs Solutions Inc | 股票-工業 | 0.61% | -0.36% | +12.01% | |
| 49 | MA | Mastercard Inc - A | 股票-金融 | 0.61% | -0.61% | EXIT | |
| 50 | TTEK | Tetra Tech Inc | 股票-工業 | 0.61% | -0.61% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +5.3% | +252.44% | 加碼 |
| 2 | MDLZ | Mondelez International Inc-a | +1% | +176.06% | 加碼 |
| 3 | WM | Waste Management Inc | +0.9% | +206.36% | 加碼 |
| 4 | CLX | Clorox Company | +0.7% | +962.52% | 加碼 |
| 5 | QCOM | Qualcomm Inc | +0.7% | +344.07% | 加碼 |
| 6 | GIS | General Mills Inc | +0.6% | +635.84% | 加碼 |
| 7 | EQIX | Equinix Inc | +0.6% | +26.01% | 加碼 |
| 8 | EMR | Emerson Electric Co | +0.6% | +104.09% | 加碼 |
| 9 | KHC | Kraft Heinz Co/the | +0.5% | +248.79% | 加碼 |
| 10 | LNG | Cheniere Energy Inc | +0.5% | +6.53% | 加碼 |
| 11 | AMGN | Amgen Inc | +0.5% | +21.00% | 加碼 |
| 12 | BEPC | Brookfield Renewable CORP | +0.5% | +112.91% | 加碼 |
| 13 | SO | Southern Co/the | +0.5% | +24.43% | 加碼 |
| 14 | CSCO | Cisco Systems Inc | +0.4% | +75.40% | 加碼 |
| 15 | EVRG | Evergy Inc | +0.3% | +13.44% | 加碼 |
| 16 | STLD | Steel Dynamics Inc | +0.3% | +10.28% | 加碼 |
| 17 | HLI | Houlihan Lokey Inc | +0.3% | +224.79% | 加碼 |
| 18 | PEP | Pepsico Inc | +0.3% | +9.06% | 加碼 |
| 19 | JNJ | Johnson & Johnson | +0.3% | -0.48% | 減碼 |
| 20 | STZ | Constellation Brands Inc-a | +0.3% | +14.90% | 加碼 |
| 21 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | +186.53% | 加碼 |
| 22 | TXN | Texas Instruments Inc | +0.2% | +6.98% | 加碼 |
| 23 | LHX | L3harris Technologies Inc | +0.2% | -7.42% | 減碼 |
| 24 | GRMN | Garmin Ltd. | +0.2% | +21.09% | 加碼 |
| 25 | NFLX | Netflix Inc | +0.2% | +23.62% | 加碼 |
| 26 | TMO | Thermo Fisher Scientific Inc | +0.2% | +171.78% | 加碼 |
| 27 | SPG | Simon Property Group Inc | +0.2% | +24.55% | 加碼 |
| 28 | RS | Reliance Inc | +0.2% | +17.95% | 加碼 |
| 29 | MP | Mp Materials CORP | +0.2% | +138.75% | 加碼 |
| 30 | WMT | Walmart Inc | +0.2% | +185.79% | 加碼 |
| 31 | WMB | Williams Cos Inc | +0.1% | -7.42% | 減碼 |
| 32 | MA | Mastercard Inc - A | +0.1% | +43.96% | 加碼 |
| 33 | TEVA | Teva Pharmaceutical-sp Adr | +0.1% | +98.31% | 加碼 |
| 34 | USB | US Bancorp | +0.1% | +25.25% | 加碼 |
| 35 | BKR | Baker Hughes Co | +0.1% | -8.02% | 減碼 |
| 36 | LRCX | Lam Research CORP | +0.1% | -2.76% | 減碼 |
| 37 | MRVL | Marvell Technology Inc | +0.1% | +30.73% | 加碼 |
| 38 | PSX | Phillips 66 | +0.1% | -13.88% | 減碼 |
| 39 | NOC | Northrop Grumman CORP | +0.1% | -2.32% | 減碼 |
| 40 | MCK | Mckesson CORP | +0.1% | +45.83% | 加碼 |
| 41 | TJX | Tjx Companies Inc | +0.1% | +2.02% | 加碼 |
| 42 | J | Jacobs Solutions Inc | +0.1% | +12.01% | 加碼 |
| 43 | ABBV | Abbvie Inc | +0.1% | +7.54% | 加碼 |
| 44 | TSCO | Tractor Supply Company | 0% | +18.16% | 加碼 |
| 45 | UNP | Union Pacific CORP | 0% | — | 不變 |
| 46 | NEE | Nextera Energy Inc | 0% | — | 不變 |
| 47 | CAT | Caterpillar Inc | 0% | — | 不變 |
| 48 | CCJ | Cameco CORP | 0% | -6.32% | 減碼 |
| 49 | FDX | Fedex CORP | 0% | -1.82% | 減碼 |
| 50 | NRG | Nrg Energy Inc | 0% | +19.32% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Alpine Woods Capital Investors, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$4.6億，共申報了 199 個公開持股部位。
在 Q1 2026 季度，Alpine Woods Capital Investors, LLC 按市值排列的前三大核心持股分別為：NVDA (7.6%)、AVGO (3.7%)、WFC (3.3%)。其中最大持股部位 NVDA 佔據整體投資組合約 7.6% 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
MET
市值: US$392.5萬
本季最大獲利了結 / 清倉標的
ORI
前期市值: US$365.1萬
在 Q1 2026 季度中，Alpine Woods Capital Investors, LLC 共進行了 191 項持倉異動，包含新建倉 57 個部位、加碼 45 個部位、減碼 58 個部位以及清倉 31 個部位。 其中最大新建倉標的為 MET。 本季清倉部位包含 ORI。
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。