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: 0001634149
申報總市值
US$13.3億
US$13.3億
1067 檔
12.0%
在 Q1 2026 申報期間，Anchor Investment Management, LLC（CIK: 0001634149）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$13.3億，共持有 1067 個公開申報部位。
Anchor Investment Management, LLC 於 Q1 2026 展現出進攻型調倉步調，本季推動了 7 檔股票的新建倉與 106 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
從部位權重觀察，前 5 大標的（包含 MSFT, AAPL, V）累計市值佔比達 12.0%，是驅動 Anchor Investment Management, LLC 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 1067 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 | MSFT | Microsoft CORP | 股票-科技 | 3.14% | -0.18% | -2.08% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 2.75% | +0.08% | -0.56% | |
| 3 | V | Visa Inc-class A Shares | 股票-金融 | 2.71% | +0.04% | -0.20% | |
| 4 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 2.55% | +0.09% | +1.77% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.14% | +0.52% | -18.06% | |
| 6 | FCNCA | First Citizens Bcshs -cl A | 股票-金融 | 2.08% | +0.42% | +0.04% | |
| 7 | BSCR | Invesco Bulletshares 2027 Cb | ETF-其他 | 2.01% | -0.12% | +1.22% | |
| 8 | BSCS | Invesco Bulletshares 2028 Cb | ETF-其他 | 1.96% | -0.07% | +6.07% | |
| 9 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.79% | -0.17% | -1.20% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.78% | -0.07% | +0.70% | |
| 11 | BSCT | Invesco Bulletshares 2029 Cb | ETF-其他 | 1.77% | -0.03% | +3204.19% | |
| 12 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.62% | +0.30% | -1.77% | |
| 13 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.59% | +0.04% | +0.71% | |
| 14 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 1.53% | +0.23% | +0.21% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.43% | -0.12% | -0.80% | |
| 16 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.28% | +0.04% | +3.01% | |
| 17 | NVDA | Nvidia CORP | 股票-科技 | 1.26% | +0.11% | +0.40% | |
| 18 | XOM | Exxon Mobil CORP | 股票-能源 | 1.18% | -1.18% | EXIT | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.11% | +0.12% | -1.93% | |
| 20 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.01% | +0.13% | -1.85% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.00% | -0.05% | +1.44% | |
| 22 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.95% | -0.13% | -0.25% | |
| 23 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.94% | -0.17% | -0.14% | |
| 24 | UNP | Union Pacific CORP | 股票-工業 | 0.93% | -0.02% | +1.02% | |
| 25 | DUK | Duke Energy CORP | 股票-公用事業 | 0.91% | -0.12% | +0.19% | |
| 26 | GLW | Corning Inc | 股票-科技 | 0.90% | +0.54% | -4.49% | |
| 27 | FDX | Fedex CORP | 股票-工業 | 0.84% | -0.19% | -2.96% | |
| 28 | WMT | Walmart Inc | 股票-非循環性消費 | 0.76% | -0.17% | +0.35% | |
| 29 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.76% | -0.03% | +0.44% | |
| 30 | CVX | Chevron CORP | 股票-能源 | 0.75% | -0.21% | +1.45% | |
| 31 | RSG | Republic Services Inc | 股票-工業 | 0.74% | -0.10% | +1.29% | |
| 32 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.73% | -0.04% | +1.49% | |
| 33 | CAT | Caterpillar Inc | 股票-工業 | 0.72% | +0.23% | -2.70% | |
| 34 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.71% | -0.12% | +0.52% | |
| 35 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.66% | +0.22% | +5.23% | |
| 36 | MDT | Medtronic plc | 股票-醫療保健 | 0.66% | -0.16% | -0.81% | |
| 37 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.66% | -0.05% | -1.84% | |
| 38 | WSO | Watsco Inc | 股票-工業 | 0.65% | +0.02% | -1.38% | |
| 39 | MCK | Mckesson CORP | 股票-醫療保健 | 0.63% | -0.13% | +2.45% | |
| 40 | AVGO | Broadcom Inc | 股票-科技 | 0.61% | +0.08% | +3.09% | |
| 41 | SO | Southern Co/the | 股票-公用事業 | 0.61% | -0.06% | +0.63% | |
| 42 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.61% | -0.07% | +0.43% | |
| 43 | PM | Philip Morris International | 股票-非循環性消費 | 0.59% | -0.01% | -0.86% | |
| 44 | HD | Home Depot Inc | 股票-循環性消費 | 0.56% | -0.02% | -0.14% | |
| 45 | NFLX | Netflix Inc | 股票-通訊服務 | 0.56% | -0.18% | +3.91% | |
| 46 | WM | Waste Management Inc | 股票-工業 | 0.54% | -0.07% | -3.40% | |
| 47 | VDE | Vanguard Energy ETF | ETF-其他 | 0.54% | -0.15% | +2.05% | |
| 48 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 0.53% | +0.04% | -1.20% | |
| 49 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.52% | -0.11% | +13.06% | |
| 50 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-其他 | 0.51% | -0.05% | +5.94% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BSCT | Invesco Bulletshares 2029 Cb | +1.7% | +3204.19% | 加碼 |
| 2 | XOM | Exxon Mobil CORP | +0.4% | -0.46% | 減碼 |
| 3 | GLW | Corning Inc | +0.3% | -4.49% | 減碼 |
| 4 | JNJ | Johnson & Johnson | +0.3% | -1.20% | 減碼 |
| 5 | CVX | Chevron CORP | +0.2% | +1.45% | 加碼 |
| 6 | VDE | Vanguard Energy ETF | +0.2% | +2.05% | 加碼 |
| 7 | VZ | Verizon Communications Inc | +0.2% | +13.06% | 加碼 |
| 8 | FDX | Fedex CORP | +0.2% | -2.96% | 減碼 |
| 9 | CAT | Caterpillar Inc | +0.1% | -2.70% | 減碼 |
| 10 | BSCS | Invesco Bulletshares 2028 Cb | +0.1% | +6.07% | 加碼 |
| 11 | AMAT | Applied Materials Inc | +0.1% | +0.91% | 加碼 |
| 12 | VLO | Valero Energy CORP | +0.1% | +0.50% | 加碼 |
| 13 | COST | Costco Wholesale CORP | +0.1% | +0.52% | 加碼 |
| 14 | DUK | Duke Energy CORP | +0.1% | +0.19% | 加碼 |
| 15 | MU | Micron Technology Inc | +0.1% | +18.99% | 加碼 |
| 16 | WMT | Walmart Inc | +0.1% | +0.35% | 加碼 |
| 17 | ADM | Archer-daniels-midland Co | +0.1% | +20.52% | 加碼 |
| 18 | MRK | Merck & Co. Inc. | +0.1% | -1.84% | 減碼 |
| 19 | PEP | Pepsico Inc | +0.1% | +22.79% | 加碼 |
| 20 | KO | Coca-cola Co/the | +0.1% | +0.44% | 加碼 |
| 21 | SO | Southern Co/the | +0.1% | +0.63% | 加碼 |
| 22 | ENB | Enbridge Inc | +0.1% | -0.34% | 減碼 |
| 23 | UNP | Union Pacific CORP | +0.1% | +1.02% | 加碼 |
| 24 | NEE | Nextera Energy Inc | +0.1% | +0.42% | 加碼 |
| 25 | EFAV | Ishares Msci Eafe Min Vol Fa | +0.1% | +5.94% | 加碼 |
| 26 | SON | Sonoco Products Co | +0.1% | +9.87% | 加碼 |
| 27 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +5.55% | 加碼 |
| 28 | GEM | Goldman Sachs Activebeta Em | +0.1% | +8.27% | 加碼 |
| 29 | SOXX | Ishares Semiconductor ETF | +0.1% | +2.65% | 加碼 |
| 30 | MCK | Mckesson CORP | +0.1% | +2.45% | 加碼 |
| 31 | BSCR | Invesco Bulletshares 2027 Cb | +0.1% | +1.22% | 加碼 |
| 32 | GSIE | Goldman Sachs Activebeta Int | +0.1% | +10.02% | 加碼 |
| 33 | LMT | Lockheed Martin CORP | +0.1% | +0.39% | 加碼 |
| 34 | VDC | Vanguard Consumer Staple ETF | +0.1% | +11.47% | 加碼 |
| 35 | WSO | Watsco Inc | +0.1% | -1.38% | 減碼 |
| 36 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +1.63% | 加碼 |
| 37 | NFLX | Netflix Inc | +0.1% | +3.91% | 加碼 |
| 38 | RSG | Republic Services Inc | +0.1% | +1.29% | 加碼 |
| 39 | BSMT | Invesco Bulletshares 2029 Mb | 0% | +562.50% | 加碼 |
| 40 | PFIX | Simplify Interest Rate Hedge | 0% | +121.63% | 加碼 |
| 41 | COP | Conocophillips | 0% | -3.02% | 減碼 |
| 42 | CSX | Csx CORP | 0% | -0.23% | 減碼 |
| 43 | IGHG | Proshares Ig Hedged | 0% | +693.33% | 加碼 |
| 44 | VTV | Vanguard Value ETF | 0% | +6.73% | 加碼 |
| 45 | KMB | Kimberly-clark CORP | 0% | +35.81% | 加碼 |
| 46 | HDV | Ishares Core High Dividend E | 0% | +15.53% | 加碼 |
| 47 | GEV | GE Vernova Inc | 0% | -1.04% | 減碼 |
| 48 | ASML | ASML Holding N.V. | 0% | -0.52% | 減碼 |
| 49 | TXN | Texas Instruments Inc | 0% | -1.43% | 減碼 |
| 50 | LRCX | Lam Research CORP | 0% | +3.28% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Anchor Investment Management, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$13.3億，共申報了 1067 個公開持股部位。
在 Q1 2026 季度，Anchor Investment Management, LLC 按市值排列的前三大核心持股分別為：MSFT (3.1%)、AAPL (2.8%)、V (2.7%)。其中最大持股部位 MSFT 佔據整體投資組合約 3.1% 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
PNFP
市值: US$115.6萬
本季最大獲利了結 / 清倉標的
SYU1
前期市值: US$126.5萬
在 Q1 2026 季度中，Anchor Investment Management, LLC 共進行了 186 項持倉異動，包含新建倉 7 個部位、加碼 106 個部位、減碼 67 個部位以及清倉 6 個部位。 其中最大新建倉標的為 PNFP。 本季清倉部位包含 SYU1。
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。