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: 0001564835
申報總市值
US$1.8億
US$1.8億
150 檔
21.1%
截至 Q1 2026 季度末，Asahi Life Asset Management Co., LTD. 的美股持倉估值約為 US$1.8億，全數申報部位共有 150 檔。
在 Q1 2026，Asahi Life Asset Management Co., LTD. 展現出較為審慎的避險與獲利了結姿態。本季共減碼 80 個部位並完全清倉 50 檔持股，調降曝險的部位數量高於加碼動作。
檢視投資組合結構，前 5 大主力部位（包含 NVDA, AAPL, MSFT）占據了總市值的 21.1%，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 | NVDA | Nvidia CORP | 股票-科技 | 5.47% | -0.29% | -11.66% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.35% | -0.14% | -8.86% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.72% | -0.47% | -8.10% | |
| 4 | GS | Goldman Sachs Group Inc | 股票-金融 | 4.40% | +0.01% | -5.10% | |
| 5 | CAT | Caterpillar Inc | 股票-工業 | 4.16% | +1.08% | +3.27% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.32% | +1.71% | -14.08% | |
| 7 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.21% | -0.05% | -8.45% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.55% | -0.52% | +7.64% | |
| 9 | AMGN | Amgen Inc | 股票-醫療保健 | 2.24% | -0.30% | -5.68% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 2.09% | -0.27% | +0.81% | |
| 11 | HD | Home Depot Inc | 股票-循環性消費 | 2.04% | -0.39% | -7.25% | |
| 12 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.89% | -0.45% | +6.54% | |
| 13 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.83% | -0.52% | +7.23% | |
| 14 | CVX | Chevron CORP | 股票-能源 | 1.73% | -0.91% | -9.13% | |
| 15 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.65% | +0.29% | +3.43% | |
| 16 | SHW | Sherwin-williams Co/the | 股票-原物料 | 1.64% | +0.10% | -6.62% | |
| 17 | AXP | American Express Co | 股票-金融 | 1.64% | -0.20% | -1.07% | |
| 18 | TRV | Travelers Cos Inc/the | 股票-金融 | 1.49% | -0.08% | -6.62% | |
| 19 | IBM | Intl Business Machines CORP | 股票-科技 | 1.47% | -0.27% | +2.55% | |
| 20 | WMT | Walmart Inc | 股票-非循環性消費 | 1.46% | -0.69% | -7.61% | |
| 21 | CRM | Salesforce Inc | 股票-科技 | 1.36% | -0.69% | -2.51% | |
| 22 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.34% | — | -20.83% | |
| 23 | HON | Honeywell International Inc | 股票-工業 | 1.31% | -1.31% | EXIT | |
| 24 | AVGO | Broadcom Inc | 股票-科技 | 1.30% | +0.47% | -28.02% | |
| 25 | BA | Boeing Co/the | 股票-工業 | 1.19% | +0.07% | +8.91% | |
| 26 | TSLA | Tesla Inc | 股票-循環性消費 | 1.13% | -0.03% | -9.79% | |
| 27 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.10% | +0.02% | -7.73% | |
| 28 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.95% | -0.29% | +25.08% | |
| 29 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.81% | -0.14% | -24.09% | |
| 30 | XOM | Exxon Mobil CORP | 股票-能源 | 0.77% | -0.42% | -35.53% | |
| 31 | MMM | 3m Co | 股票-工業 | 0.74% | -0.05% | -6.62% | |
| 32 | CSCO | Cisco Systems Inc | 股票-科技 | 0.74% | +0.01% | -27.66% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.72% | -0.26% | +23.79% | |
| 34 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.70% | -0.04% | -10.49% | |
| 35 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.68% | -0.48% | +28.11% | |
| 36 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.68% | -0.68% | EXIT | |
| 37 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.63% | -0.01% | -5.02% | |
| 38 | MU | Micron Technology Inc | 股票-科技 | 0.58% | +0.86% | -25.55% | |
| 39 | AMD | Advanced Micro Devices | 股票-科技 | 0.56% | +0.12% | -6.87% | |
| 40 | BAC | Bank Of America CORP | 股票-金融 | 0.55% | +0.01% | -11.72% | |
| 41 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.55% | -0.25% | +148.64% | |
| 42 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.49% | -0.08% | -6.62% | |
| 43 | PM | Philip Morris International | 股票-非循環性消費 | 0.48% | -0.02% | — | |
| 44 | AMAT | Applied Materials Inc | 股票-科技 | 0.48% | -0.16% | +146.45% | |
| 45 | RTX | Rtx CORP | 股票-工業 | 0.48% | -0.48% | EXIT | |
| 46 | MA | Mastercard Inc - A | 股票-金融 | 0.47% | -0.26% | +55.30% | |
| 47 | INTC | Intel CORP | 股票-科技 | 0.45% | -0.08% | -4.42% | |
| 48 | WFC | Wells Fargo & Co | 股票-金融 | 0.45% | -0.03% | -11.51% | |
| 49 | C | Citigroup Inc | 股票-金融 | 0.42% | -0.02% | -16.65% | |
| 50 | TXN | Texas Instruments Inc | 股票-科技 | 0.40% | +0.03% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CAT | Caterpillar Inc | +1.4% | +3.27% | 加碼 |
| 2 | JNJ | Johnson & Johnson | +0.6% | +6.54% | 加碼 |
| 3 | CVX | Chevron CORP | +0.5% | -9.13% | 減碼 |
| 4 | HON | Honeywell International Inc | +0.4% | +5.79% | 加碼 |
| 5 | MRK | Merck & Co. Inc. | +0.4% | +25.08% | 加碼 |
| 6 | MCD | Mcdonald's CORP | +0.4% | +7.23% | 加碼 |
| 7 | AMAT | Applied Materials Inc | +0.4% | +146.45% | 加碼 |
| 8 | AMGN | Amgen Inc | +0.3% | -5.68% | 減碼 |
| 9 | PLTR | Palantir Technologies Inc-a | +0.3% | +148.64% | 加碼 |
| 10 | JPM | Jpmorgan Chase & Co | +0.3% | +7.64% | 加碼 |
| 11 | COST | Costco Wholesale CORP | +0.3% | +28.11% | 加碼 |
| 12 | GS | Goldman Sachs Group Inc | +0.2% | -5.10% | 減碼 |
| 13 | WMT | Walmart Inc | +0.2% | -7.61% | 減碼 |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +23.79% | 加碼 |
| 15 | MA | Mastercard Inc - A | +0.2% | +55.30% | 加碼 |
| 16 | BA | Boeing Co/the | +0.2% | +8.91% | 加碼 |
| 17 | VZ | Verizon Communications Inc | +0.1% | -12.28% | 減碼 |
| 18 | TRV | Travelers Cos Inc/the | +0.1% | -6.62% | 減碼 |
| 19 | SHW | Sherwin-williams Co/the | +0.1% | -6.62% | 減碼 |
| 20 | INTC | Intel CORP | +0.1% | -4.42% | 減碼 |
| 21 | ORCL | Oracle CORP | +0.1% | +73.25% | 加碼 |
| 22 | MFC | Manulife Financial CORP | +0.1% | +39.38% | 加碼 |
| 23 | BMO | Bank Of Montreal | +0.1% | +18.79% | 加碼 |
| 24 | TD | Toronto-dominion Bank | +0.1% | +14.58% | 加碼 |
| 25 | PG | Procter & Gamble Co/the | +0.1% | -7.73% | 減碼 |
| 26 | KO | Coca-cola Co/the | +0.1% | -10.49% | 減碼 |
| 27 | HPE | Hewlett Packard Enterprise | +0.1% | +14.47% | 加碼 |
| 28 | BNS | Bank Of Nova Scotia | +0.1% | +22.77% | 加碼 |
| 29 | MGA | Magna International Inc | +0.1% | +23.66% | 加碼 |
| 30 | BG | Bunge Global SA | +0.1% | -20.96% | 減碼 |
| 31 | B | Barrick Mining CORP | +0.1% | +21.21% | 加碼 |
| 32 | HD | Home Depot Inc | +0.1% | -7.25% | 減碼 |
| 33 | CAE | Cae Inc | +0.1% | +41.83% | 加碼 |
| 34 | XOM | Exxon Mobil CORP | 0% | -35.53% | 減碼 |
| 35 | PFE | Pfizer Inc | 0% | -13.49% | 減碼 |
| 36 | ABBV | Abbvie Inc | 0% | -5.02% | 減碼 |
| 37 | RTX | Rtx CORP | 0% | -11.79% | 減碼 |
| 38 | BBY | Best Buy Co Inc | 0% | +7.83% | 加碼 |
| 39 | GILD | Gilead Sciences Inc | 0% | -9.96% | 減碼 |
| 40 | RPRX | Royalty Pharma plc | 0% | -20.15% | 減碼 |
| 41 | V | Visa Inc-class A Shares | 0% | +0.81% | 加碼 |
| 42 | CNH | CNH Industrial N.V. | 0% | -21.84% | 減碼 |
| 43 | MU | Micron Technology Inc | 0% | -25.55% | 減碼 |
| 44 | AMD | Advanced Micro Devices | 0% | -6.87% | 減碼 |
| 45 | CVS | Cvs Health CORP | 0% | -1.63% | 減碼 |
| 46 | PCAR | Paccar Inc | 0% | -15.59% | 減碼 |
| 47 | WDC | Western Digital CORP | 0% | -42.71% | 減碼 |
| 48 | HBAN | Huntington Bancshares Inc | 0% | -2.26% | 減碼 |
| 49 | EIX | Edison International | 0% | -26.23% | 減碼 |
| 50 | RF | Regions Financial CORP | 0% | -2.93% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Asahi Life Asset Management Co., LTD. 在 Q1 2026 季度的美股持倉總市值約為 US$1.8億，共申報了 150 個公開持股部位。
在 Q1 2026 季度，Asahi Life Asset Management Co., LTD. 按市值排列的前三大核心持股分別為：NVDA (5.5%)、AAPL (5.3%)、MSFT (4.7%)。其中最大持股部位 NVDA 佔據整體投資組合約 5.5% 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
PM
市值: US$74.9萬
本季最大獲利了結 / 清倉標的
QCOM
前期市值: US$71.4萬
在 Q1 2026 季度中，Asahi Life Asset Management Co., LTD. 共進行了 200 項持倉異動，包含新建倉 44 個部位、加碼 26 個部位、減碼 80 個部位以及清倉 50 個部位。 其中最大新建倉標的為 PM。 本季清倉部位包含 QCOM。
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。