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
334 檔
41.1%
在 Q2 2026 的 13F 官方備案中，Asset Planning,Inc 管理的美股投資組合規模來到 US$1.5億，整體持股檔數為 334 檔。
Asset Planning,Inc 於 Q2 2026 展現出進攻型調倉步調，本季推動了 21 檔股票的新建倉與 76 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 LLY, AMZN, TDG）累計市值佔比達 41.1%，是驅動 Asset Planning,Inc 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 334 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 | LLY | Eli Lilly & Co | 股票-醫療保健 | 10.27% | -0.17% | -1.93% | |
| 2 | AMZN | Amazon.com Inc | 股票-循環性消費 | 9.43% | +0.60% | -3.51% | |
| 3 | TDG | Transdigm Group Inc | 股票-工業 | 7.56% | -1.32% | -2.93% | |
| 4 | ALL | Allstate CORP | 股票-金融 | 7.34% | -0.18% | -4.21% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 5.75% | +0.78% | -1.08% | |
| 6 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 3.96% | — | -11.73% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 3.08% | +0.50% | +2.08% | |
| 8 | WELL | Welltower Inc | 股票-房地產 | 3.01% | +0.11% | +1.72% | |
| 9 | MCD | Mcdonald's CORP | 股票-循環性消費 | 2.24% | -0.29% | -1.90% | |
| 10 | MO | Altria Group Inc | 股票-非循環性消費 | 2.21% | -0.10% | -3.52% | |
| 11 | O | Realty Income CORP | 股票-房地產 | 1.99% | -0.18% | +8.69% | |
| 12 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 1.54% | -0.09% | +0.58% | |
| 13 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.34% | +0.14% | -2.86% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.26% | -0.02% | +0.95% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.23% | +0.48% | -0.27% | |
| 16 | SRE | Sempra | 股票-公用事業 | 1.21% | -0.17% | +0.50% | |
| 17 | CVX | Chevron CORP | 股票-能源 | 1.08% | +0.28% | +2.44% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.01% | +0.01% | -13.07% | |
| 19 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.00% | -0.07% | -0.59% | |
| 20 | CB | Chubb Limited | 股票-金融 | 0.97% | -0.02% | -2.18% | |
| 21 | NFLX | Netflix Inc | 股票-通訊服務 | 0.96% | -0.03% | -4.82% | |
| 22 | AMD | Advanced Micro Devices | 股票-科技 | 0.95% | +0.13% | — | |
| 23 | CAT | Caterpillar Inc | 股票-工業 | 0.94% | +0.15% | +9.87% | |
| 24 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.88% | +0.02% | +0.65% | |
| 25 | MA | Mastercard Inc - A | 股票-金融 | 0.86% | +0.08% | -4.61% | |
| 26 | XOM | Exxon Mobil CORP | 股票-能源 | 0.84% | +0.14% | +29.36% | |
| 27 | SO | Southern Co/the | 股票-公用事業 | 0.82% | -0.10% | +2.91% | |
| 28 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.78% | +0.05% | -5.48% | |
| 29 | CSCO | Cisco Systems Inc | 股票-科技 | 0.77% | -0.05% | +0.18% | |
| 30 | C | Citigroup Inc | 股票-金融 | 0.73% | -0.04% | — | |
| 31 | EIX | Edison International | 股票-公用事業 | 0.72% | -0.19% | +7.23% | |
| 32 | RCL | Royal Caribbean Cruises Ltd. | 股票-循環性消費 | 0.68% | -0.10% | — | |
| 33 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.65% | +0.06% | -2.50% | |
| 34 | TSLA | Tesla Inc | 股票-循環性消費 | 0.64% | -0.12% | +2.52% | |
| 35 | ED | Consolidated Edison Inc | 股票-公用事業 | 0.64% | -0.04% | +0.16% | |
| 36 | LMT | Lockheed Martin CORP | 股票-工業 | 0.63% | +0.01% | +5.58% | |
| 37 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.60% | +0.02% | +0.18% | |
| 38 | RTX | Rtx CORP | 股票-工業 | 0.58% | — | -4.80% | |
| 39 | HD | Home Depot Inc | 股票-循環性消費 | 0.50% | -0.08% | +13.61% | |
| 40 | WM | Waste Management Inc | 股票-工業 | 0.49% | -0.04% | +0.35% | |
| 41 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.49% | +0.04% | +10.83% | |
| 42 | VIK | Viking Holdings Ltd | 股票-循環性消費 | 0.44% | -0.10% | +6.52% | |
| 43 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.37% | -0.04% | +0.49% | |
| 44 | SPG | Simon Property Group Inc | 股票-房地產 | 0.37% | -0.03% | — | |
| 45 | MAR | Marriott International -cl A | 股票-循環性消費 | 0.36% | — | -14.41% | |
| 46 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.36% | +0.03% | +0.68% | |
| 47 | MU | Micron Technology Inc | 股票-科技 | 0.33% | +0.02% | +7.02% | |
| 48 | QCOM | Qualcomm Inc | 股票-科技 | 0.30% | — | +0.32% | |
| 49 | WMT | Walmart Inc | 股票-非循環性消費 | 0.29% | -0.02% | +5.15% | |
| 50 | HON | Honeywell International Inc | 股票-工業 | 0.29% | -0.01% | -48.81% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | +1.5% | -1.93% | 減碼 |
| 2 | AMD | Advanced Micro Devices | +0.6% | — | 不變 |
| 3 | ALL | Allstate CORP | +0.6% | -4.21% | 減碼 |
| 4 | CAT | Caterpillar Inc | +0.3% | +9.87% | 加碼 |
| 5 | ✓ | +0.3% | NEW | 新建倉 | |
| 6 | MU | Micron Technology Inc | +0.2% | +7.02% | 加碼 |
| 7 | CSCO | Cisco Systems Inc | +0.2% | +0.18% | 加碼 |
| 8 | NVDA | Nvidia CORP | +0.2% | +2.08% | 加碼 |
| 9 | WELL | Welltower Inc | +0.2% | +1.72% | 加碼 |
| 10 | CRDO | Credo Technology Group Holding Ltd | +0.2% | NEW | 新建倉 |
| 11 | AAPL | Apple Inc | +0.2% | -1.08% | 減碼 |
| 12 | GOOG | Alphabet Inc-cl C | +0.2% | +0.95% | 加碼 |
| 13 | PANW | Palo Alto Networks Inc | +0.1% | — | 不變 |
| 14 | TDG | Transdigm Group Inc | +0.1% | -2.93% | 減碼 |
| 15 | VIK | Viking Holdings Ltd | +0.1% | +6.52% | 加碼 |
| 16 | INTC | Intel CORP | +0.1% | +7.14% | 加碼 |
| 17 | C | Citigroup Inc | +0.1% | — | 不變 |
| 18 | QCOM | Qualcomm Inc | +0.1% | +0.32% | 加碼 |
| 19 | HOOD | Robinhood Markets Inc - A | +0.1% | — | 不變 |
| 20 | FTNT | Fortinet Inc | +0.1% | — | 不變 |
| 21 | AMZN | Amazon.com Inc | +0.1% | -3.51% | 減碼 |
| 22 | ABBV | Abbvie Inc | +0.1% | +10.83% | 加碼 |
| 23 | CVS | Cvs Health CORP | +0.1% | +7.88% | 加碼 |
| 24 | GEV | GE Vernova Inc | +0.1% | +45.38% | 加碼 |
| 25 | GLW | Corning Inc | +0.1% | +7.69% | 加碼 |
| 26 | EW | Edwards Lifesciences CORP | +0.1% | +0.58% | 加碼 |
| 27 | HD | Home Depot Inc | +0.1% | +13.61% | 加碼 |
| 28 | SBUX | Starbucks CORP | 0% | -0.59% | 減碼 |
| 29 | ELV | Elevance Health Inc | 0% | NEW | 新建倉 |
| 30 | ✓ | 0% | NEW | 新建倉 | |
| 31 | RCL | Royal Caribbean Cruises Ltd. | 0% | — | 不變 |
| 32 | TSLA | Tesla Inc | 0% | +2.52% | 加碼 |
| 33 | SPG | Simon Property Group Inc | 0% | — | 不變 |
| 34 | TSM | Taiwan Semiconductor-sp Adr | 0% | -12.14% | 減碼 |
| 35 | IRM | Iron Mountain Inc | 0% | — | 不變 |
| 36 | TXN | Texas Instruments Inc | 0% | +0.32% | 加碼 |
| 37 | JOBY | Joby Aviation, Inc. | 0% | +352.94% | 加碼 |
| 38 | TMO | Thermo Fisher Scientific Inc | 0% | +26.39% | 加碼 |
| 39 | PSA | Public Storage | 0% | +0.98% | 加碼 |
| 40 | SIEGY | Siemens Ag-spons Adr | 0% | -5.58% | 減碼 |
| 41 | ✓ | Novo Nordisk A/S ADR | 0% | -1.90% | 減碼 |
| 42 | ARM | Arm Holdings Plc-adr | 0% | +50.00% | 加碼 |
| 43 | TD | Toronto-dominion Bank | 0% | — | 不變 |
| 44 | HAL | Halliburton Co | 0% | +162.17% | 加碼 |
| 45 | CRWD | Crowdstrike Holdings Inc - A | 0% | — | 不變 |
| 46 | CNQ | Canadian Natural Resources | 0% | NEW | 新建倉 |
| 47 | Q | Qnity Electronics Inc | 0% | +0.16% | 加碼 |
| 48 | XEL | Xcel Energy Inc | 0% | NEW | 新建倉 |
| 49 | ROK | Rockwell Automation Inc | 0% | — | 不變 |
| 50 | JPM | Jpmorgan Chase & Co | 0% | +0.18% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Asset Planning,Inc 在 Q2 2026 季度的美股持倉總市值約為 US$1.5億，共申報了 334 個公開持股部位。
在 Q2 2026 季度，Asset Planning,Inc 按市值排列的前三大核心持股分別為：LLY (10.3%)、AMZN (9.4%)、TDG (7.6%)。其中最大持股部位 LLY 佔據整體投資組合約 10.3% 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
市值: US$43.6萬
本季最大獲利了結 / 清倉標的
PSLV
前期市值: US$8.5萬
在 Q2 2026 季度中，Asset Planning,Inc 共進行了 146 項持倉異動，包含新建倉 21 個部位、加碼 76 個部位、減碼 42 個部位以及清倉 7 個部位。 其中最大新建倉標的為 。 本季清倉部位包含 PSLV。
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。