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: 0001966036
申報總市值
US$2.2億
US$2.2億
63 檔
26.0%
Ausbil Investment Management Ltd 在 Q1 2026 季度的美股部位總計估值為 US$2.2億，分散於 63 個持倉標的之中，反映其市場參與廣度與投資規模。
在 Q1 2026 期間，Ausbil Investment Management Ltd 展現了靈活的資產再平衡步調，透過出清 15 檔弱勢或達到目標價部位，將資金轉置於 11 檔新建倉標的之中。
在資產配置集中度方面，Ausbil Investment Management Ltd 的前 5 大核心持股（包含 HTO, NEE, CSX 等）合計佔整體申報市值的 26.0%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | HTO | H2o America | 股票-其他 | 7.10% | -1.52% | +359.88% | |
| 2 | NEE | Nextera Energy Inc | 股票-公用事業 | 6.52% | -1.26% | +8.68% | |
| 3 | CSX | Csx CORP | 股票-工業 | 5.38% | +0.33% | — | |
| 4 | WMB | Williams Cos Inc | 股票-能源 | 5.00% | -0.68% | +34.29% | |
| 5 | LNG | Cheniere Energy Inc | 股票-能源 | 4.56% | +0.79% | — | |
| 6 | ETR | Entergy CORP | 股票-公用事業 | 3.98% | +2.64% | — | |
| 7 | NSC | Norfolk Southern CORP | 股票-工業 | 3.76% | +0.28% | — | |
| 8 | AMT | American Tower CORP | 股票-房地產 | 3.73% | -0.52% | +252.16% | |
| 9 | NI | Nisource Inc | 股票-公用事業 | 3.68% | -0.34% | +25.51% | |
| 10 | CCI | Crown Castle Inc | 股票-房地產 | 3.50% | -0.53% | +180.37% | |
| 11 | PCG | P G & E CORP | 股票-公用事業 | 3.30% | -1.14% | +44.43% | |
| 12 | ES | Eversource Energy | 股票-公用事業 | 3.29% | -0.19% | — | |
| 13 | PEG | Public Service Enterprise Gp | 股票-公用事業 | 3.05% | -3.05% | EXIT | |
| 14 | CEG | Constellation Energy | 股票-公用事業 | 2.95% | -1.62% | +38.54% | |
| 15 | ✓ | Ferrovial Se | 股票-其他 | 2.80% | -0.01% | -13.54% | |
| 16 | ENB | Enbridge Inc | 股票-能源 | 2.68% | -0.46% | — | |
| 17 | CNI | Canadian Natl Railway Co | 股票-工業 | 2.42% | +0.64% | +28.49% | |
| 18 | OKE | Oneok Inc | 股票-能源 | 2.28% | -0.40% | — | |
| 19 | MLI | Mueller Industries Inc | 股票-工業 | 2.02% | -0.30% | +1.99% | |
| 20 | ATO | Atmos Energy CORP | 股票-公用事業 | 1.99% | -0.51% | — | |
| 21 | VG | Venture Global Inc-cl A | 股票-能源 | 1.94% | -1.94% | EXIT | |
| 22 | SWX | Southwest Gas Holdings Inc | 股票-公用事業 | 1.73% | -0.14% | — | |
| 23 | SOBO | South Bow CORP | 股票-其他 | 1.72% | -0.24% | — | |
| 24 | AIT | Applied Industrial Tech Inc | 股票-工業 | 1.64% | +0.26% | — | |
| 25 | FTRE | Fortrea Holdings Inc | 股票-醫療保健 | 1.39% | +0.44% | +30.45% | |
| 26 | DTM | Dt Midstream Inc | 股票-能源 | 1.34% | -0.19% | — | |
| 27 | RNR | RenaissanceRe Holdings Ltd. | 股票-金融 | 1.16% | +0.48% | +48.76% | |
| 28 | POWL | Powell Industries Inc | 股票-工業 | 1.06% | -0.25% | -14.41% | |
| 29 | BLD | Topbuild CORP | 股票-工業 | 1.00% | -1.00% | EXIT | |
| 30 | MEDP | Medpace Holdings Inc | 股票-醫療保健 | 0.99% | +0.06% | -25.11% | |
| 31 | ENSG | Ensign Group Inc/the | 股票-醫療保健 | 0.88% | -0.88% | EXIT | |
| 32 | PLPC | Preformed Line Products Co | 股票-其他 | 0.76% | -0.17% | -23.22% | |
| 33 | EGP | Eastgroup Properties Inc | 股票-房地產 | 0.75% | +0.36% | +15.79% | |
| 34 | CBU | Community Financial System I | 股票-其他 | 0.68% | +0.60% | +18.14% | |
| 35 | SANM | Sanmina CORP | 股票-科技 | 0.67% | +0.18% | +31.31% | |
| 36 | IBP | Installed Building Products | 股票-循環性消費 | 0.63% | +0.18% | — | |
| 37 | COLB | Columbia Banking System Inc | 股票-金融 | 0.61% | +0.40% | — | |
| 38 | NHI | Natl Health Investors Inc | 股票-其他 | 0.60% | -0.60% | EXIT | |
| 39 | MRTN | Marten Transport LTD | 股票-其他 | 0.48% | -0.03% | — | |
| 40 | PNFP | Pinnacle Financial Partners | 股票-金融 | 0.47% | -0.38% | — | |
| 41 | RLI | Rli CORP | 股票-金融 | 0.46% | -0.46% | EXIT | |
| 42 | BCPC | Balchem CORP | 股票-原物料 | 0.44% | +0.17% | -42.84% | |
| 43 | UFPI | Ufp Industries Inc | 股票-原物料 | 0.44% | -0.25% | +43.62% | |
| 44 | KMT | Kennametal Inc | 股票-其他 | 0.41% | +0.13% | — | |
| 45 | LTC | Ltc Properties Inc | 股票-其他 | 0.40% | -0.40% | EXIT | |
| 46 | PRI | Primerica Inc | 股票-金融 | 0.39% | +0.70% | — | |
| 47 | FN | Fabrinet | 股票-科技 | 0.36% | -0.18% | — | |
| 48 | WLDN | Willdan Group Inc | 股票-其他 | 0.35% | -0.35% | EXIT | |
| 49 | ATKR | Atkore Inc | 股票-其他 | 0.33% | +0.82% | -55.19% | |
| 50 | MUX | Mcewen Inc | 股票-其他 | 0.30% | -0.07% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | HTO | H2o America | +5.6% | +359.88% | 加碼 |
| 2 | AMT | American Tower CORP | +2.5% | +252.16% | 加碼 |
| 3 | CCI | Crown Castle Inc | +1.9% | +180.37% | 加碼 |
| 4 | WMB | Williams Cos Inc | +1.4% | +34.29% | 加碼 |
| 5 | PCG | P G & E CORP | +0.9% | +44.43% | 加碼 |
| 6 | LNG | Cheniere Energy Inc | +0.9% | — | 不變 |
| 7 | NI | Nisource Inc | +0.7% | +25.51% | 加碼 |
| 8 | VG | Venture Global Inc-cl A | +0.7% | -16.91% | 減碼 |
| 9 | NEE | Nextera Energy Inc | +0.6% | +8.68% | 加碼 |
| 10 | CNI | Canadian Natl Railway Co | +0.4% | +28.49% | 加碼 |
| 11 | RNR | RenaissanceRe Holdings Ltd. | +0.3% | +48.76% | 加碼 |
| 12 | ETR | Entergy CORP | +0.3% | — | 不變 |
| 13 | POWL | Powell Industries Inc | +0.2% | -14.41% | 減碼 |
| 14 | ENSG | Ensign Group Inc/the | +0.2% | +33.99% | 加碼 |
| 15 | MTH | Meritage Homes CORP | +0.2% | +201.09% | 加碼 |
| 16 | CCS | Century Communities Inc | +0.2% | +178.38% | 加碼 |
| 17 | WLDN | Willdan Group Inc | +0.1% | +142.03% | 加碼 |
| 18 | BLD | Topbuild CORP | +0.1% | +41.41% | 加碼 |
| 19 | UFPI | Ufp Industries Inc | +0.1% | +43.62% | 加碼 |
| 20 | SOBO | South Bow CORP | +0.1% | — | 不變 |
| 21 | CBU | Community Financial System I | +0.1% | +18.14% | 加碼 |
| 22 | EGP | Eastgroup Properties Inc | 0% | +15.79% | 加碼 |
| 23 | NHI | Natl Health Investors Inc | 0% | +15.55% | 加碼 |
| 24 | FN | Fabrinet | 0% | — | 不變 |
| 25 | MUX | Mcewen Inc | 0% | — | 不變 |
| 26 | CSX | Csx CORP | — | — | 不變 |
| 27 | SANM | Sanmina CORP | 0% | +31.31% | 加碼 |
| 28 | LTC | Ltc Properties Inc | 0% | — | 不變 |
| 29 | DTM | Dt Midstream Inc | 0% | — | 不變 |
| 30 | PLPC | Preformed Line Products Co | 0% | -23.22% | 減碼 |
| 31 | ENB | Enbridge Inc | -0.1% | — | 不變 |
| 32 | ATO | Atmos Energy CORP | -0.1% | — | 不變 |
| 33 | CIEN | Ciena CORP | -0.1% | -56.04% | 減碼 |
| 34 | IBP | Installed Building Products | -0.1% | — | 不變 |
| 35 | PRI | Primerica Inc | -0.1% | — | 不變 |
| 36 | COLB | Columbia Banking System Inc | -0.1% | — | 不變 |
| 37 | CEG | Constellation Energy | -0.1% | +38.54% | 加碼 |
| 38 | RLI | Rli CORP | -0.1% | — | 不變 |
| 39 | NXE | Nexgen Energy LTD | -0.1% | -46.15% | 減碼 |
| 40 | AIT | Applied Industrial Tech Inc | -0.2% | — | 不變 |
| 41 | UEC | Uranium Energy CORP | -0.2% | -66.67% | 減碼 |
| 42 | MLI | Mueller Industries Inc | -0.3% | +1.99% | 加碼 |
| 43 | FCX | Freeport-mcmoran Inc | -0.3% | -54.76% | 減碼 |
| 44 | BCPC | Balchem CORP | -0.3% | -42.84% | 減碼 |
| 45 | ES | Eversource Energy | -0.3% | — | 不變 |
| 46 | PEG | Public Service Enterprise Gp | -0.4% | — | 不變 |
| 47 | ATKR | Atkore Inc | -0.6% | -55.19% | 減碼 |
| 48 | NSC | Norfolk Southern CORP | -0.6% | — | 不變 |
| 49 | CCJ | Cameco CORP | -0.6% | -94.17% | 減碼 |
| 50 | MEDP | Medpace Holdings Inc | -0.7% | -25.11% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Ausbil Investment Management Ltd 在 Q1 2026 季度的美股持倉總市值約為 US$2.2億，共申報了 63 個公開持股部位。
在 Q1 2026 季度，Ausbil Investment Management Ltd 按市值排列的前三大核心持股分別為：HTO (7.1%)、NEE (6.5%)、CSX (5.4%)。其中最大持股部位 HTO 佔據整體投資組合約 7.1% 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
OKE
市值: US$457.4萬
本季最大獲利了結 / 清倉標的
DUK
前期市值: US$518.0萬
在 Q1 2026 季度中，Ausbil Investment Management Ltd 共進行了 60 項持倉異動，包含新建倉 11 個部位、加碼 22 個部位、減碼 12 個部位以及清倉 15 個部位。 其中最大新建倉標的為 OKE。 本季清倉部位包含 DUK。
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。