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$2.0億
US$2.0億
65 檔
31.7%
在 Q2 2026 申報期間，Ausbil Investment Management Ltd（CIK: 0001966036）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$2.0億，共持有 65 個公開申報部位。
在 Q2 2026 期間，Ausbil Investment Management Ltd 展現了靈活的資產再平衡步調，透過出清 12 檔弱勢或達到目標價部位，將資金轉置於 14 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 ETR, CSX, HTO 等）合計佔整體申報市值的 31.7%，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 | ETR | Entergy CORP | 股票-公用事業 | 6.62% | -0.39% | +84.06% | |
| 2 | CSX | Csx CORP | 股票-工業 | 5.71% | +1.03% | — | |
| 3 | HTO | H2o America | 股票-其他 | 5.58% | -0.31% | -16.89% | |
| 4 | LNG | Cheniere Energy Inc | 股票-能源 | 5.35% | -0.51% | +45.82% | |
| 5 | NEE | Nextera Energy Inc | 股票-公用事業 | 5.26% | -0.14% | -4.65% | |
| 6 | WMB | Williams Cos Inc | 股票-能源 | 4.32% | +0.77% | -6.32% | |
| 7 | NSC | Norfolk Southern CORP | 股票-工業 | 4.04% | +1.86% | +6.45% | |
| 8 | XEL | Xcel Energy Inc | 股票-公用事業 | 3.40% | -0.06% | — | |
| 9 | NI | Nisource Inc | 股票-公用事業 | 3.34% | -0.03% | — | |
| 10 | AMT | American Tower CORP | 股票-房地產 | 3.21% | +0.30% | -2.69% | |
| 11 | ES | Eversource Energy | 股票-公用事業 | 3.10% | -0.04% | — | |
| 12 | CNI | Canadian Natl Railway Co | 股票-工業 | 3.06% | +0.76% | +20.69% | |
| 13 | CCI | Crown Castle Inc | 股票-房地產 | 2.97% | -0.10% | -1.61% | |
| 14 | ✓ | Ferrovial Se | 股票-其他 | 2.79% | -0.30% | +9.03% | |
| 15 | ENB | Enbridge Inc | 股票-能源 | 2.22% | -2.22% | EXIT | |
| 16 | PCG | P G & E CORP | 股票-公用事業 | 2.16% | -2.16% | EXIT | |
| 17 | D | Dominion Energy Inc | 股票-公用事業 | 2.08% | -0.01% | — | |
| 18 | AIT | Applied Industrial Tech Inc | 股票-工業 | 1.90% | -0.26% | +3.26% | |
| 19 | OKE | Oneok Inc | 股票-能源 | 1.88% | -1.88% | EXIT | |
| 20 | FTRE | Fortrea Holdings Inc | 股票-醫療保健 | 1.83% | -0.11% | -21.60% | |
| 21 | MLI | Mueller Industries Inc | 股票-工業 | 1.72% | -0.19% | +84.43% | |
| 22 | RNR | RenaissanceRe Holdings Ltd. | 股票-金融 | 1.64% | +0.01% | +45.43% | |
| 23 | SWX | Southwest Gas Holdings Inc | 股票-公用事業 | 1.59% | +0.04% | — | |
| 24 | ATO | Atmos Energy CORP | 股票-公用事業 | 1.48% | -1.48% | EXIT | |
| 25 | SOBO | South Bow CORP | 股票-其他 | 1.48% | +0.07% | -12.88% | |
| 26 | CEG | Constellation Energy | 股票-公用事業 | 1.33% | +0.26% | -41.30% | |
| 27 | CBRL | Cracker Barrel Old Country | 股票-其他 | 1.28% | -0.70% | — | |
| 28 | CBU | Community Financial System I | 股票-其他 | 1.28% | -0.67% | +79.29% | |
| 29 | DTM | Dt Midstream Inc | 股票-能源 | 1.15% | -0.09% | -12.11% | |
| 30 | ATKR | Atkore Inc | 股票-其他 | 1.15% | -1.15% | EXIT | |
| 31 | EGP | Eastgroup Properties Inc | 股票-房地產 | 1.11% | -0.06% | +47.40% | |
| 32 | PRI | Primerica Inc | 股票-金融 | 1.09% | -0.08% | +166.83% | |
| 33 | MEDP | Medpace Holdings Inc | 股票-醫療保健 | 1.05% | +0.36% | +5.45% | |
| 34 | COLB | Columbia Banking System Inc | 股票-金融 | 1.01% | -0.27% | +55.64% | |
| 35 | BTSG | Brightspring Health Services | 股票-其他 | 0.91% | -0.16% | — | |
| 36 | SANM | Sanmina CORP | 股票-科技 | 0.85% | +1.00% | -26.35% | |
| 37 | IBP | Installed Building Products | 股票-循環性消費 | 0.81% | -0.63% | +72.45% | |
| 38 | POWL | Powell Industries Inc | 股票-工業 | 0.81% | +0.64% | +74.25% | |
| 39 | TXRH | Texas Roadhouse Inc | 股票-循環性消費 | 0.70% | -0.25% | — | |
| 40 | BCPC | Balchem CORP | 股票-原物料 | 0.61% | -0.45% | +55.96% | |
| 41 | PLPC | Preformed Line Products Co | 股票-其他 | 0.59% | +0.34% | -36.86% | |
| 42 | KMT | Kennametal Inc | 股票-其他 | 0.54% | -0.54% | EXIT | |
| 43 | WING | Wingstop Inc | 股票-循環性消費 | 0.49% | -0.49% | EXIT | |
| 44 | MTH | Meritage Homes CORP | 股票-循環性消費 | 0.46% | -0.21% | +41.95% | |
| 45 | MRTN | Marten Transport LTD | 股票-其他 | 0.45% | -0.45% | EXIT | |
| 46 | SFM | Sprouts Farmers Market Inc | 股票-非循環性消費 | 0.44% | -0.25% | — | |
| 47 | QXO | Qxo Inc | 股票-工業 | 0.41% | -0.41% | EXIT | |
| 48 | EPC | Edgewell Personal Care Co | 股票-其他 | 0.30% | +0.02% | +132.72% | |
| 49 | GHM | Graham CORP | 股票-其他 | 0.28% | +0.09% | — | |
| 50 | ORLA | Orla Mining LTD | 股票-其他 | 0.26% | -0.26% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | XEL | Xcel Energy Inc | +3.4% | NEW | 新建倉 |
| 2 | ETR | Entergy CORP | +2.6% | +84.06% | 加碼 |
| 3 | D | Dominion Energy Inc | +2.1% | NEW | 新建倉 |
| 4 | CBRL | Cracker Barrel Old Country | +1.3% | NEW | 新建倉 |
| 5 | BTSG | Brightspring Health Services | +0.9% | NEW | 新建倉 |
| 6 | ATKR | Atkore Inc | +0.8% | +219.58% | 加碼 |
| 7 | LNG | Cheniere Energy Inc | +0.8% | +45.82% | 加碼 |
| 8 | PRI | Primerica Inc | +0.7% | +166.83% | 加碼 |
| 9 | TXRH | Texas Roadhouse Inc | +0.7% | NEW | 新建倉 |
| 10 | CNI | Canadian Natl Railway Co | +0.6% | +20.69% | 加碼 |
| 11 | CBU | Community Financial System I | +0.6% | +79.29% | 加碼 |
| 12 | WING | Wingstop Inc | +0.5% | NEW | 新建倉 |
| 13 | RNR | RenaissanceRe Holdings Ltd. | +0.5% | +45.43% | 加碼 |
| 14 | FTRE | Fortrea Holdings Inc | +0.4% | -21.60% | 減碼 |
| 15 | SFM | Sprouts Farmers Market Inc | +0.4% | NEW | 新建倉 |
| 16 | QXO | Qxo Inc | +0.4% | NEW | 新建倉 |
| 17 | COLB | Columbia Banking System Inc | +0.4% | +55.64% | 加碼 |
| 18 | EGP | Eastgroup Properties Inc | +0.4% | +47.40% | 加碼 |
| 19 | CSX | Csx CORP | +0.3% | — | 不變 |
| 20 | NSC | Norfolk Southern CORP | +0.3% | +6.45% | 加碼 |
| 21 | GHM | Graham CORP | +0.3% | NEW | 新建倉 |
| 22 | AIT | Applied Industrial Tech Inc | +0.3% | +3.26% | 加碼 |
| 23 | ORLA | Orla Mining LTD | +0.3% | NEW | 新建倉 |
| 24 | FEIM | Frequency Electronics Inc | +0.2% | NEW | 新建倉 |
| 25 | MTH | Meritage Homes CORP | +0.2% | +41.95% | 加碼 |
| 26 | EPC | Edgewell Personal Care Co | +0.2% | +132.72% | 加碼 |
| 27 | SANM | Sanmina CORP | +0.2% | -26.35% | 減碼 |
| 28 | IBP | Installed Building Products | +0.2% | +72.45% | 加碼 |
| 29 | BCPC | Balchem CORP | +0.2% | +55.96% | 加碼 |
| 30 | ISOU | Isoenergy LTD | +0.2% | NEW | 新建倉 |
| 31 | HBM | Hudbay Minerals Inc | +0.2% | NEW | 新建倉 |
| 32 | KMT | Kennametal Inc | +0.1% | +56.24% | 加碼 |
| 33 | KTOS | Kratos Defense & Security | +0.1% | NEW | 新建倉 |
| 34 | MEDP | Medpace Holdings Inc | +0.1% | +5.45% | 加碼 |
| 35 | GDX | Vaneck Gold Miners ETF | — | EXIT | 清倉 |
| 36 | ✓ | Ferrovial Se | 0% | +9.03% | 加碼 |
| 37 | FCX | Freeport-McMoRan Inc. | 0% | EXIT | 清倉 |
| 38 | BHP | BHP Group Limited | 0% | EXIT | 清倉 |
| 39 | CCJ | Cameco CORP | 0% | — | 不變 |
| 40 | IESC | Ies Holdings Inc | 0% | -30.57% | 減碼 |
| 41 | UEC | Uranium Energy CORP | 0% | — | 不變 |
| 42 | MRTN | Marten Transport LTD | 0% | -21.94% | 減碼 |
| 43 | NXE | Nexgen Energy LTD | -0.1% | — | 不變 |
| 44 | CIEN | Ciena CORP | -0.1% | -47.66% | 減碼 |
| 45 | MUX | Mcewen Inc | -0.1% | — | 不變 |
| 46 | PRIM | Primoris Services CORP | -0.1% | EXIT | 清倉 |
| 47 | SWX | Southwest Gas Holdings Inc | -0.1% | — | 不變 |
| 48 | CCS | Century Communities Inc | -0.2% | -60.00% | 減碼 |
| 49 | PLPC | Preformed Line Products Co | -0.2% | -36.86% | 減碼 |
| 50 | FN | Fabrinet | -0.2% | -46.45% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Ausbil Investment Management Ltd 在 Q2 2026 季度的美股持倉總市值約為 US$2.0億，共申報了 65 個公開持股部位。
在 Q2 2026 季度，Ausbil Investment Management Ltd 按市值排列的前三大核心持股分別為：ETR (6.6%)、CSX (5.7%)、HTO (5.6%)。其中最大持股部位 ETR 佔據整體投資組合約 6.6% 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
XEL
市值: US$751.4萬
本季最大獲利了結 / 清倉標的
PEG
前期市值: US$612.1萬
在 Q2 2026 季度中，Ausbil Investment Management Ltd 共進行了 69 項持倉異動，包含新建倉 14 個部位、加碼 20 個部位、減碼 23 個部位以及清倉 12 個部位。 其中最大新建倉標的為 XEL。 本季清倉部位包含 PEG。
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。