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: 0002048547
申報總市值
US$1.5億
US$1.5億
300 檔
34.6%
Asset Planning,Inc 在 Q1 2026 季度的美股部位總計估值為 US$1.5億，分散於 300 個持倉標的之中，反映其市場參與廣度與投資規模。
Q1 2026 數據顯示 Asset Planning,Inc 積極進場，新開立 12 個部位並同步加碼 77 檔個股，反映機構在該季度的資金注入與籌碼積累。
從部位權重觀察，前 5 大標的（包含 AMZN, LLY, TDG）累計市值佔比達 34.6%，是驅動 Asset Planning,Inc 該季度整體投資組合績效表現的核心支柱。
本季最大新建倉標的
CVS
市值: US$21.2萬
本季最大獲利了結 / 清倉標的
BF-B
前期市值: US$4.6萬
僅顯示前 200 大持股（共 300 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 | AMZN | Amazon.com Inc | 股票-循環性消費 | 9.37% | +0.06% | -0.43% | |
| 2 | LLY | Eli Lilly & Co | 股票-醫療保健 | 8.82% | +1.45% | -0.12% | |
| 3 | TDG | Transdigm Group Inc | 股票-工業 | 7.44% | +0.12% | -0.06% | |
| 4 | ALL | Allstate CORP | 股票-金融 | 6.77% | +0.57% | +0.54% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 5.59% | +0.16% | -0.06% | |
| 6 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 5.25% | -1.29% | +0.50% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 2.89% | +0.19% | +0.42% | |
| 8 | MCD | Mcdonald's CORP | 股票-循環性消費 | 2.88% | -0.64% | +0.66% | |
| 9 | WELL | Welltower Inc | 股票-房地產 | 2.83% | +0.18% | +1.04% | |
| 10 | MO | Altria Group Inc | 股票-非循環性消費 | 2.30% | -0.09% | -0.12% | |
| 11 | O | Realty Income CORP | 股票-房地產 | 1.99% | — | +19.75% | |
| 12 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.80% | -0.46% | -2.86% | |
| 13 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 1.49% | +0.05% | +1.10% | |
| 14 | NFLX | Netflix Inc | 股票-通訊服務 | 1.49% | -0.53% | — | |
| 15 | CVX | Chevron CORP | 股票-能源 | 1.44% | -0.36% | +2.38% | |
| 16 | SRE | Sempra | 股票-公用事業 | 1.39% | -0.18% | +0.52% | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 1.35% | -0.12% | +7.93% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.22% | -0.21% | -1.91% | |
| 19 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.11% | +0.15% | +0.61% | |
| 20 | CB | Chubb Limited | 股票-金融 | 1.04% | -0.07% | +0.31% | |
| 21 | MA | Mastercard Inc - A | 股票-金融 | 0.96% | -0.10% | — | |
| 22 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.96% | +0.04% | -0.92% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.95% | -0.07% | +0.41% | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 0.89% | -0.05% | +4.03% | |
| 25 | SO | Southern Co/the | 股票-公用事業 | 0.88% | -0.06% | +0.02% | |
| 26 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.87% | -0.09% | +0.32% | |
| 27 | LMT | Lockheed Martin CORP | 股票-工業 | 0.78% | -0.15% | +6.78% | |
| 28 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.77% | -0.12% | -0.24% | |
| 29 | EIX | Edison International | 股票-公用事業 | 0.72% | — | — | |
| 30 | ED | Consolidated Edison Inc | 股票-公用事業 | 0.71% | -0.07% | +2.47% | |
| 31 | RTX | Rtx CORP | 股票-工業 | 0.68% | -0.10% | +0.24% | |
| 32 | C | Citigroup Inc | 股票-金融 | 0.65% | +0.08% | — | |
| 33 | RCL | Royal Caribbean Cruises Ltd. | 股票-循環性消費 | 0.65% | +0.03% | — | |
| 34 | CAT | Caterpillar Inc | 股票-工業 | 0.62% | +0.32% | +0.08% | |
| 35 | HON | Honeywell International Inc | 股票-工業 | 0.62% | -0.33% | +0.21% | |
| 36 | TSLA | Tesla Inc | 股票-循環性消費 | 0.61% | +0.03% | +5.98% | |
| 37 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.59% | +0.01% | +1.95% | |
| 38 | CSCO | Cisco Systems Inc | 股票-科技 | 0.56% | +0.21% | +2.40% | |
| 39 | WM | Waste Management Inc | 股票-工業 | 0.56% | -0.07% | +2.50% | |
| 40 | HD | Home Depot Inc | 股票-循環性消費 | 0.45% | +0.05% | +4.75% | |
| 41 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.43% | -0.06% | +0.47% | |
| 42 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.42% | +0.06% | +32.38% | |
| 43 | MAR | Marriott International -cl A | 股票-循環性消費 | 0.41% | -0.05% | — | |
| 44 | LOW | Lowe's Companies, Inc. | 股票-循環性消費 | 0.38% | -0.13% | — | |
| 45 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.37% | -0.01% | — | |
| 46 | AMD | Advanced Micro Devices | 股票-科技 | 0.37% | +0.58% | +56.31% | |
| 47 | SPG | Simon Property Group Inc | 股票-房地產 | 0.34% | +0.03% | — | |
| 48 | WMT | Walmart Inc | 股票-非循環性消費 | 0.33% | -0.04% | +0.19% | |
| 49 | DUK | Duke Energy CORP | 股票-公用事業 | 0.32% | -0.04% | +0.14% | |
| 50 | VIK | Viking Holdings Ltd | 股票-循環性消費 | 0.32% | +0.12% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | COST | Costco Wholesale CORP | +0.8% | +0.50% | 加碼 |
| 2 | O | Realty Income CORP | +0.5% | +19.75% | 加碼 |
| 3 | CVX | Chevron CORP | +0.4% | +2.38% | 加碼 |
| 4 | VZ | Verizon Communications Inc | +0.3% | -2.86% | 減碼 |
| 5 | MO | Altria Group Inc | +0.3% | -0.12% | 減碼 |
| 6 | XOM | Exxon Mobil CORP | +0.3% | +4.03% | 加碼 |
| 7 | WELL | Welltower Inc | +0.2% | +1.04% | 加碼 |
| 8 | LMT | Lockheed Martin CORP | +0.2% | +6.78% | 加碼 |
| 9 | JNJ | Johnson & Johnson | +0.2% | +0.32% | 加碼 |
| 10 | SRE | Sempra | +0.2% | +0.52% | 加碼 |
| 11 | EIX | Edison International | +0.1% | — | 不變 |
| 12 | AMD | Advanced Micro Devices | +0.1% | +56.31% | 加碼 |
| 13 | PANW | Palo Alto Networks Inc | +0.1% | +1071.00% | 加碼 |
| 14 | CAT | Caterpillar Inc | +0.1% | +0.08% | 加碼 |
| 15 | ED | Consolidated Edison Inc | +0.1% | +2.47% | 加碼 |
| 16 | ENB | Enbridge Inc | +0.1% | +139.13% | 加碼 |
| 17 | MCD | Mcdonald's CORP | +0.1% | +0.66% | 加碼 |
| 18 | HON | Honeywell International Inc | +0.1% | +0.21% | 加碼 |
| 19 | ABBV | Abbvie Inc | +0.1% | +32.38% | 加碼 |
| 20 | SO | Southern Co/the | +0.1% | +0.02% | 加碼 |
| 21 | BMY | Bristol-myers Squibb Co | +0.1% | -0.24% | 減碼 |
| 22 | MU | Micron Technology Inc | +0.1% | +169.93% | 加碼 |
| 23 | NEE | Nextera Energy Inc | +0.1% | +0.47% | 加碼 |
| 24 | SBUX | Starbucks CORP | +0.1% | -0.92% | 減碼 |
| 25 | CB | Chubb Limited | +0.1% | +0.31% | 加碼 |
| 26 | NFLX | Netflix Inc | +0.1% | — | 不變 |
| 27 | IRM | Iron Mountain Inc | +0.1% | — | 不變 |
| 28 | WM | Waste Management Inc | +0.1% | +2.50% | 加碼 |
| 29 | PSX | Phillips 66 | 0% | +0.28% | 加碼 |
| 30 | CEG | Constellation Energy | 0% | +69.84% | 加碼 |
| 31 | RTX | Rtx CORP | 0% | +0.24% | 加碼 |
| 32 | TGT | Target CORP | 0% | — | 不變 |
| 33 | WMT | Walmart Inc | 0% | +0.19% | 加碼 |
| 34 | DUK | Duke Energy CORP | 0% | +0.14% | 加碼 |
| 35 | KO | Coca-cola Co/the | 0% | — | 不變 |
| 36 | GEV | GE Vernova Inc | 0% | +23.81% | 加碼 |
| 37 | CTVA | Corteva Inc | 0% | +0.04% | 加碼 |
| 38 | MRK | Merck & Co. Inc. | 0% | +0.58% | 加碼 |
| 39 | CSX | Csx CORP | 0% | +0.08% | 加碼 |
| 40 | TSM | Taiwan Semiconductor-sp Adr | 0% | — | 不變 |
| 41 | TJX | Tjx Companies Inc | 0% | +9.07% | 加碼 |
| 42 | GLW | Corning Inc | 0% | +8.33% | 加碼 |
| 43 | MAR | Marriott International -cl A | 0% | — | 不變 |
| 44 | SOLS | Solstice Adv Materials Inc | 0% | — | 不變 |
| 45 | CSCO | Cisco Systems Inc | 0% | +2.40% | 加碼 |
| 46 | UNP | Union Pacific CORP | 0% | +0.59% | 加碼 |
| 47 | SNA | Snap-on Inc | 0% | — | 不變 |
| 48 | AMGN | Amgen Inc | 0% | +0.14% | 加碼 |
| 49 | T | At&t Inc | 0% | -5.57% | 減碼 |
| 50 | ENSG | Ensign Group Inc/the | 0% | — | 不變 |
根據 SEC 官方 Form 13F 申報備案，Asset Planning,Inc 在 Q1 2026 季度的美股持倉總市值約為 US$1.5億，共申報了 300 個公開持股部位。
在 Q1 2026 季度，Asset Planning,Inc 按市值排列的前三大核心持股分別為：AMZN (9.4%)、LLY (8.8%)、TDG (7.4%)。其中最大持股部位 AMZN 佔據整體投資組合約 9.4% 的權重。
在 Q1 2026 季度中，Asset Planning,Inc 共進行了 122 項持倉異動，包含新建倉 12 個部位、加碼 77 個部位、減碼 24 個部位以及清倉 9 個部位。 其中最大新建倉標的為 CVS。 本季清倉部位包含 BF-B。
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。