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: 0000820027
申報總市值
US$4946.9億
US$4946.9億
4014 檔
11.5%
Q1 2026 季度申報顯示，Ameriprise Financial Inc 揭露的美股組合總市值為 US$4946.9億，涵蓋 4014 個不同之權益投資部位。
Q1 2026 的申報記錄反映 Ameriprise Financial Inc 的板塊替換策略：機構本季推動了 99 筆增持與 101 筆減持，籌碼呈現明顯的結構重組。
整體而言，Ameriprise Financial Inc 的前 5 大持股（包含 NVDA, AAPL, MSFT）貢獻了組合市值的 11.5%，形成該機構在 Q1 2026 季度的基本面基石。
本季最大新建倉標的
AZN
市值: US$11.3億
本季最大獲利了結 / 清倉標的
AZNN
前期市值: US$9.7億
僅顯示前 200 大持股（共 4014 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 | 3.72% | -0.01% | -2.24% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 2.73% | +0.27% | +1.96% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.66% | -0.46% | -5.26% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.20% | +0.12% | -5.48% | |
| 5 | AVGO | Broadcom Inc | 股票-科技 | 1.89% | +0.14% | +6.25% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.62% | -0.11% | -5.15% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.17% | -0.02% | -11.62% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.05% | -0.14% | +1.43% | |
| 9 | LRCX | Lam Research CORP | 股票-科技 | 1.03% | +0.49% | -10.59% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.95% | +0.14% | -20.43% | |
| 11 | CVX | Chevron CORP | 股票-能源 | 0.82% | -0.16% | -4.67% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.80% | -0.03% | -4.27% | |
| 13 | WMT | Walmart Inc | 股票-非循環性消費 | 0.80% | -0.18% | -9.11% | |
| 14 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.78% | -0.09% | +2.48% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 0.77% | +0.09% | -19.73% | |
| 16 | XOM | Exxon Mobil CORP | 股票-能源 | 0.76% | -0.35% | -16.82% | |
| 17 | BE | Bloom Energy Corp- A | 股票-工業 | 0.72% | +0.39% | -21.66% | |
| 18 | AMAT | Applied Materials Inc | 股票-科技 | 0.71% | +0.22% | -13.13% | |
| 19 | BAC | Bank Of America CORP | 股票-金融 | 0.64% | +0.02% | -10.98% | |
| 20 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.64% | +0.09% | +3.36% | |
| 21 | CSCO | Cisco Systems Inc | 股票-科技 | 0.62% | +0.11% | +4.57% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.58% | — | -0.73% | |
| 23 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.56% | +0.03% | +10.02% | |
| 24 | MS | Morgan Stanley | 股票-金融 | 0.53% | +0.07% | -1.87% | |
| 25 | MA | Mastercard Inc - A | 股票-金融 | 0.52% | — | +8.71% | |
| 26 | VTV | Vanguard Value ETF | ETF-其他 | 0.52% | -0.02% | +1.99% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.51% | +0.10% | -25.92% | |
| 28 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.49% | -0.08% | -4.47% | |
| 29 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.49% | -0.04% | +5.00% | |
| 30 | MRVL | Marvell Technology Inc | 股票-科技 | 0.48% | +0.07% | +21.56% | |
| 31 | COP | Conocophillips | 股票-能源 | 0.47% | -0.18% | +11.79% | |
| 32 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.45% | — | +1.80% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.44% | +0.01% | -7.04% | |
| 34 | TEL | TE Connectivity plc | 股票-科技 | 0.44% | -0.17% | +19.90% | |
| 35 | ADI | Analog Devices Inc | 股票-科技 | 0.43% | -0.03% | +0.86% | |
| 36 | WFC | Wells Fargo & Co | 股票-金融 | 0.43% | -0.07% | -15.21% | |
| 37 | LIN | Linde plc | 股票-原物料 | 0.43% | -0.03% | +15.73% | |
| 38 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.41% | -0.05% | +22.72% | |
| 39 | VUG | Vanguard Growth ETF | ETF-其他 | 0.41% | — | +3.52% | |
| 40 | NFLX | Netflix Inc | 股票-通訊服務 | 0.40% | -0.20% | +45.93% | |
| 41 | CB | Chubb Limited | 股票-金融 | 0.40% | -0.03% | +5.69% | |
| 42 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.40% | +0.03% | +1.18% | |
| 43 | WM | Waste Management Inc | 股票-工業 | 0.40% | -0.08% | +11.12% | |
| 44 | GD | General Dynamics CORP | 股票-工業 | 0.38% | -0.07% | +1.69% | |
| 45 | VLO | Valero Energy CORP | 股票-能源 | 0.37% | -0.09% | +16.32% | |
| 46 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.37% | -0.06% | -5.66% | |
| 47 | PH | Parker Hannifin CORP | 股票-工業 | 0.37% | -0.03% | -16.44% | |
| 48 | TSLA | Tesla Inc | 股票-循環性消費 | 0.37% | -0.04% | -12.22% | |
| 49 | HD | Home Depot Inc | 股票-循環性消費 | 0.37% | -0.02% | +0.48% | |
| 50 | WDC | Western Digital CORP | 股票-科技 | 0.36% | +0.08% | -32.24% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AZN | AstraZeneca PLC | +0.3% | NEW | 新建倉 |
| 2 | EOG | Eog Resources Inc | +0.2% | +76.51% | 加碼 |
| 3 | CVX | Chevron CORP | +0.2% | -4.67% | 減碼 |
| 4 | COP | Conocophillips | +0.2% | +11.79% | 加碼 |
| 5 | CRUX | Columbia Core Bond ETF | +0.2% | NEW | 新建倉 |
| 6 | VLO | Valero Energy CORP | +0.2% | +16.32% | 加碼 |
| 7 | MU | Micron Technology Inc | +0.2% | +103.27% | 加碼 |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +74.98% | 加碼 |
| 9 | MRVL | Marvell Technology Inc | +0.2% | +21.56% | 加碼 |
| 10 | JNJ | Johnson & Johnson | +0.2% | +2.48% | 加碼 |
| 11 | BE | Bloom Energy Corp- A | +0.2% | -21.66% | 減碼 |
| 12 | NFLX | Netflix Inc | +0.1% | +45.93% | 加碼 |
| 13 | XOM | Exxon Mobil CORP | +0.1% | -16.82% | 減碼 |
| 14 | LRCX | Lam Research CORP | +0.1% | -10.59% | 減碼 |
| 15 | LIN | Linde plc | +0.1% | +15.73% | 加碼 |
| 16 | EQIX | Equinix Inc | +0.1% | +40.56% | 加碼 |
| 17 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.1% | +122.67% | 加碼 |
| 18 | AMAT | Applied Materials Inc | +0.1% | -13.13% | 減碼 |
| 19 | IDEV | Ishares Core Msci Dev Mkts | +0.1% | +57.47% | 加碼 |
| 20 | VCIT | Vanguard Int-term Corporate | +0.1% | +62.51% | 加碼 |
| 21 | PM | Philip Morris International | +0.1% | +28.96% | 加碼 |
| 22 | MSI | Motorola Solutions Inc | +0.1% | +28.53% | 加碼 |
| 23 | EBAY | Ebay Inc | +0.1% | +24.18% | 加碼 |
| 24 | IEF | Ishares 7-10 Year Treasury B | +0.1% | +22.72% | 加碼 |
| 25 | ETN | Eaton Corporation plc | +0.1% | +27.46% | 加碼 |
| 26 | ADI | Analog Devices Inc | +0.1% | +0.86% | 加碼 |
| 27 | MRK | Merck & Co. Inc. | +0.1% | +1.80% | 加碼 |
| 28 | AEP | American Electric Power | +0.1% | +12.57% | 加碼 |
| 29 | PEP | Pepsico Inc | +0.1% | +15.98% | 加碼 |
| 30 | CSX | Csx CORP | +0.1% | +16.66% | 加碼 |
| 31 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +6.54% | 加碼 |
| 32 | WM | Waste Management Inc | +0.1% | +11.12% | 加碼 |
| 33 | ROST | Ross Stores Inc | +0.1% | +157.96% | 加碼 |
| 34 | KEYS | Keysight Technologies In | +0.1% | +173.80% | 加碼 |
| 35 | LHX | L3harris Technologies Inc | +0.1% | +26.10% | 加碼 |
| 36 | VZ | Verizon Communications Inc | +0.1% | +0.97% | 加碼 |
| 37 | QUAL | Ishares Msci USA Quality Fac | +0.1% | +37.09% | 加碼 |
| 38 | BND | Vanguard Total Bond Market | +0.1% | +58.45% | 加碼 |
| 39 | TMUS | T-mobile US Inc | +0.1% | +40.07% | 加碼 |
| 40 | T | At&t Inc | +0.1% | +1.21% | 加碼 |
| 41 | EMR | Emerson Electric Co | +0.1% | +59.00% | 加碼 |
| 42 | FLOT | Ishares Floating Rate Bond E | +0.1% | +204.24% | 加碼 |
| 43 | CL | Colgate-palmolive Co | +0.1% | +70.66% | 加碼 |
| 44 | FERG | Ferguson Enterprises Inc | +0.1% | +305.87% | 加碼 |
| 45 | AVEM | Avantis Emerging Markets Eq | +0.1% | +82.11% | 加碼 |
| 46 | WELL | Welltower Inc | +0.1% | +31.11% | 加碼 |
| 47 | KLAC | Kla CORP | +0.1% | -3.48% | 減碼 |
| 48 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +14.60% | 加碼 |
| 49 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +33.81% | 加碼 |
| 50 | TJX | Tjx Companies Inc | +0.1% | +5.00% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Ameriprise Financial Inc 在 Q1 2026 季度的美股持倉總市值約為 US$4946.9億，共申報了 4014 個公開持股部位。
在 Q1 2026 季度，Ameriprise Financial Inc 按市值排列的前三大核心持股分別為：NVDA (3.7%)、AAPL (2.7%)、MSFT (2.7%)。其中最大持股部位 NVDA 佔據整體投資組合約 3.7% 的權重。
在 Q1 2026 季度中，Ameriprise Financial Inc 共進行了 200 項持倉異動，包含新建倉 2 個部位、加碼 97 個部位、減碼 98 個部位以及清倉 3 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。
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。
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。