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: 0000919192
申報總市值
US$144.7億
US$144.7億
1618 檔
20.4%
Amalgamated Bank 在 Q1 2026 季度的美股部位總計估值為 US$144.7億，分散於 1618 個持倉標的之中，反映其市場參與廣度與投資規模。
從 Q1 2026 申報觀察，Amalgamated Bank 採取防禦導向的調倉策略，本季減碼 143 檔個股並出清 6 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 NVDA, AAPL, MSFT）累計市值佔比達 20.4%，是驅動 Amalgamated Bank 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 1618 檔）
| # | 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 | 6.63% | +0.06% | -2.21% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.87% | -0.25% | -2.59% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.36% | -0.70% | -1.79% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.09% | -0.24% | -2.19% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.57% | +0.37% | -1.28% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 2.31% | +0.16% | -1.60% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.07% | +0.29% | -0.94% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.95% | -0.26% | -4.38% | |
| 9 | TSLA | Tesla Inc | 股票-循環性消費 | 1.66% | — | -3.02% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.24% | -0.13% | -0.15% | |
| 11 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.18% | +0.17% | -3.34% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.10% | -0.05% | -2.33% | |
| 13 | XOM | Exxon Mobil CORP | 股票-能源 | 1.02% | -0.32% | -0.47% | |
| 14 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.83% | -0.07% | +0.44% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 0.82% | +0.02% | -3.08% | |
| 16 | WMT | Walmart Inc | 股票-非循環性消費 | 0.78% | -0.16% | -0.87% | |
| 17 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.71% | -0.15% | -2.89% | |
| 18 | NFLX | Netflix Inc | 股票-通訊服務 | 0.66% | -0.23% | -4.70% | |
| 19 | MA | Mastercard Inc - A | 股票-金融 | 0.65% | -0.04% | -3.44% | |
| 20 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.62% | -0.07% | -2.47% | |
| 21 | MU | Micron Technology Inc | 股票-科技 | 0.60% | +1.22% | +3.85% | |
| 22 | CVX | Chevron CORP | 股票-能源 | 0.56% | -0.19% | +0.13% | |
| 23 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.54% | -0.17% | -2.19% | |
| 24 | HD | Home Depot Inc | 股票-循環性消費 | 0.51% | -0.04% | -3.16% | |
| 25 | AMD | Advanced Micro Devices | 股票-科技 | 0.51% | +0.81% | -3.02% | |
| 26 | CAT | Caterpillar Inc | 股票-工業 | 0.49% | +0.19% | -0.43% | |
| 27 | GE | General Electric | 股票-工業 | 0.48% | +0.07% | -3.24% | |
| 28 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.47% | -0.04% | -1.80% | |
| 29 | BAC | Bank Of America CORP | 股票-金融 | 0.46% | -0.01% | -3.54% | |
| 30 | LRCX | Lam Research CORP | 股票-科技 | 0.45% | +0.34% | -1.58% | |
| 31 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.44% | -0.05% | -1.54% | |
| 32 | CSCO | Cisco Systems Inc | 股票-科技 | 0.43% | +0.16% | +0.36% | |
| 33 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.42% | -0.03% | -1.18% | |
| 34 | AMAT | Applied Materials Inc | 股票-科技 | 0.42% | +0.40% | -1.31% | |
| 35 | ORCL | Oracle CORP | 股票-科技 | 0.40% | -0.06% | -3.58% | |
| 36 | GEV | GE Vernova Inc | 股票-工業 | 0.38% | +0.07% | -4.94% | |
| 37 | PM | Philip Morris International | 股票-非循環性消費 | 0.37% | -0.02% | +0.90% | |
| 38 | RTX | Rtx CORP | 股票-工業 | 0.37% | -0.05% | -0.14% | |
| 39 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.35% | — | -1.86% | |
| 40 | WFC | Wells Fargo & Co | 股票-金融 | 0.35% | -0.05% | -3.95% | |
| 41 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.34% | +0.12% | -4.75% | |
| 42 | KLAC | Kla CORP | 股票-科技 | 0.32% | +0.25% | -1.89% | |
| 43 | LIN | Linde plc | 股票-原物料 | 0.32% | -0.03% | -1.43% | |
| 44 | IBM | Intl Business Machines CORP | 股票-科技 | 0.32% | — | -0.12% | |
| 45 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.31% | -0.08% | -1.18% | |
| 46 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.31% | -0.10% | +2.84% | |
| 47 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.30% | -0.07% | -0.80% | |
| 48 | T | At&t Inc | 股票-通訊服務 | 0.30% | -0.13% | +3.23% | |
| 49 | AMGN | Amgen Inc | 股票-醫療保健 | 0.30% | -0.04% | -1.20% | |
| 50 | C | Citigroup Inc | 股票-金融 | 0.28% | +0.01% | -4.43% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +0.3% | -0.47% | 減碼 |
| 2 | CVX | Chevron CORP | +0.2% | +0.13% | 加碼 |
| 3 | JNJ | Johnson & Johnson | +0.2% | +0.44% | 加碼 |
| 4 | MU | Micron Technology Inc | +0.1% | +3.85% | 加碼 |
| 5 | VRT | Vertiv Holdings Co-a | +0.1% | +142.63% | 加碼 |
| 6 | AMAT | Applied Materials Inc | +0.1% | -1.31% | 減碼 |
| 7 | CAT | Caterpillar Inc | +0.1% | -0.43% | 減碼 |
| 8 | WMT | Walmart Inc | +0.1% | -0.87% | 減碼 |
| 9 | COST | Costco Wholesale CORP | +0.1% | -2.89% | 減碼 |
| 10 | LRCX | Lam Research CORP | +0.1% | -1.58% | 減碼 |
| 11 | SNDK | Sandisk CORP | +0.1% | +4.07% | 加碼 |
| 12 | GEV | GE Vernova Inc | +0.1% | -4.94% | 減碼 |
| 13 | VZ | Verizon Communications Inc | +0.1% | +2.84% | 加碼 |
| 14 | COP | Conocophillips | +0.1% | -6.72% | 減碼 |
| 15 | MRK | Merck & Co. Inc. | +0.1% | -1.18% | 減碼 |
| 16 | VLO | Valero Energy CORP | +0.1% | +12.31% | 加碼 |
| 17 | WDC | Western Digital CORP | +0.1% | +2.54% | 加碼 |
| 18 | GLW | Corning Inc | +0.1% | -0.81% | 減碼 |
| 19 | MPC | Marathon Petroleum CORP | +0.1% | +13.15% | 加碼 |
| 20 | KLAC | Kla CORP | +0.1% | -1.89% | 減碼 |
| 21 | T | At&t Inc | +0.1% | +3.23% | 加碼 |
| 22 | INTC | Intel CORP | +0.1% | +1.62% | 加碼 |
| 23 | MCK | Mckesson CORP | +0.1% | +20.98% | 加碼 |
| 24 | LIN | Linde plc | +0.1% | -1.43% | 減碼 |
| 25 | FTI | TechnipFMC plc | +0.1% | +7.18% | 加碼 |
| 26 | GILD | Gilead Sciences Inc | +0.1% | -0.44% | 減碼 |
| 27 | KO | Coca-cola Co/the | +0.1% | -1.54% | 減碼 |
| 28 | PSX | Phillips 66 | 0% | +2.21% | 加碼 |
| 29 | NEE | Nextera Energy Inc | 0% | -0.85% | 減碼 |
| 30 | LMT | Lockheed Martin CORP | 0% | -1.92% | 減碼 |
| 31 | MO | Altria Group Inc | 0% | +8.05% | 加碼 |
| 32 | DE | Deere & Co | 0% | -1.88% | 減碼 |
| 33 | ADI | Analog Devices Inc | 0% | -3.11% | 減碼 |
| 34 | PFE | Pfizer Inc | 0% | -1.72% | 減碼 |
| 35 | PM | Philip Morris International | 0% | +0.90% | 加碼 |
| 36 | PWR | Quanta Services Inc | 0% | -3.08% | 減碼 |
| 37 | EQIX | Equinix Inc | 0% | -2.53% | 減碼 |
| 38 | CASY | Casey's General Stores Inc | 0% | +4.17% | 加碼 |
| 39 | AHR | American Healthcare Reit Inc | 0% | +1337.90% | 加碼 |
| 40 | MTZ | Mastec Inc | 0% | +3.10% | 加碼 |
| 41 | EOG | Eog Resources Inc | 0% | -6.54% | 減碼 |
| 42 | STX | Seagate Technology Holdings plc | 0% | -2.01% | 減碼 |
| 43 | HON | Honeywell International Inc | 0% | -1.88% | 減碼 |
| 44 | FIX | Comfort Systems USA Inc | 0% | -3.60% | 減碼 |
| 45 | XPO | Xpo Inc | 0% | -0.71% | 減碼 |
| 46 | NOC | Northrop Grumman CORP | 0% | +1.44% | 加碼 |
| 47 | OVV | Ovintiv Inc | 0% | +7.35% | 加碼 |
| 48 | PR | Permian Resources Corp-cl A | 0% | +5.80% | 加碼 |
| 49 | TER | Teradyne Inc | 0% | -3.46% | 減碼 |
| 50 | PEP | Pepsico Inc | 0% | -0.80% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Amalgamated Bank 在 Q1 2026 季度的美股持倉總市值約為 US$144.7億，共申報了 1618 個公開持股部位。
在 Q1 2026 季度，Amalgamated Bank 按市值排列的前三大核心持股分別為：NVDA (6.6%)、AAPL (5.9%)、MSFT (4.4%)。其中最大持股部位 NVDA 佔據整體投資組合約 6.6% 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
AMCR
市值: US$334.0萬
本季最大獲利了結 / 清倉標的
PNW
前期市值: US$602.9萬
在 Q1 2026 季度中，Amalgamated Bank 共進行了 200 項持倉異動，包含新建倉 1 個部位、加碼 50 個部位、減碼 143 個部位以及清倉 6 個部位。 其中最大新建倉標的為 AMCR。 本季清倉部位包含 PNW。
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。