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: 0002035325
申報總市值
US$45.9億
US$45.9億
484 檔
20.8%
截至 Q1 2026 季度末，Avanza Fonder AB 的美股持倉估值約為 US$45.9億，全數申報部位共有 484 檔。
Avanza Fonder AB 在 Q1 2026 的調整主要集中於風險出清，清倉與減碼部位合計達 104 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
檢視投資組合結構，前 5 大主力部位（包含 AAPL, NVDA, MSFT）占據了總市值的 20.8%，展現出該機構在 Q1 2026 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 484 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 | AAPL | Apple Inc | 股票-科技 | 7.14% | -0.12% | -0.26% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 7.07% | -0.12% | -4.72% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.98% | -0.31% | -6.21% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.11% | +0.27% | -3.24% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.16% | +0.39% | -0.14% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.71% | +0.10% | -0.42% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.34% | -0.25% | -2.02% | |
| 8 | TSLA | Tesla Inc | 股票-循環性消費 | 2.32% | +0.04% | -0.96% | |
| 9 | AVGO | Broadcom Inc | 股票-科技 | 1.80% | +0.50% | -9.31% | |
| 10 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.76% | -0.30% | +0.34% | |
| 11 | WMT | Walmart Inc | 股票-非循環性消費 | 1.47% | -0.39% | +1.62% | |
| 12 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.13% | -0.16% | +5.12% | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 1.13% | -0.02% | -0.51% | |
| 14 | HD | Home Depot Inc | 股票-循環性消費 | 1.00% | -0.09% | +4.75% | |
| 15 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.95% | -0.09% | +2.60% | |
| 16 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.95% | -0.11% | -1.63% | |
| 17 | AMD | Advanced Micro Devices | 股票-科技 | 0.91% | +1.30% | -3.05% | |
| 18 | NFLX | Netflix Inc | 股票-通訊服務 | 0.90% | -0.32% | -5.02% | |
| 19 | CSCO | Cisco Systems Inc | 股票-科技 | 0.89% | +0.22% | +1.85% | |
| 20 | MA | Mastercard Inc - A | 股票-金融 | 0.87% | -0.10% | -1.58% | |
| 21 | MU | Micron Technology Inc | 股票-科技 | 0.85% | +1.66% | +4.24% | |
| 22 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.76% | +0.04% | -4.81% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.75% | -0.05% | -0.67% | |
| 24 | LIN | Linde plc | 股票-原物料 | 0.74% | -0.08% | +2.19% | |
| 25 | AMAT | Applied Materials Inc | 股票-科技 | 0.74% | +0.50% | +6.53% | |
| 26 | LRCX | Lam Research CORP | 股票-科技 | 0.72% | +0.52% | +6.74% | |
| 27 | BAC | Bank Of America CORP | 股票-金融 | 0.71% | -0.02% | +1.92% | |
| 28 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.70% | -0.17% | +2.90% | |
| 29 | AMGN | Amgen Inc | 股票-醫療保健 | 0.61% | -0.11% | -2.29% | |
| 30 | RY | Royal Bank Of Canada | 股票-金融 | 0.58% | +0.04% | — | |
| 31 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.55% | -0.18% | -0.31% | |
| 32 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.53% | — | +3.60% | |
| 33 | KLAC | Kla CORP | 股票-科技 | 0.52% | +0.30% | +3.90% | |
| 34 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.50% | -0.13% | -4.37% | |
| 35 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.50% | -0.11% | -0.79% | |
| 36 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.49% | -0.10% | -3.15% | |
| 37 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.49% | +0.06% | -0.53% | |
| 38 | T | At&t Inc | 股票-通訊服務 | 0.47% | -0.16% | -0.49% | |
| 39 | PFE | Pfizer Inc | 股票-醫療保健 | 0.45% | -0.12% | -0.55% | |
| 40 | AEM | Agnico Eagle Mines LTD | 股票-原物料 | 0.44% | -0.11% | +14.01% | |
| 41 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.43% | -0.10% | -7.00% | |
| 42 | C | Citigroup Inc | 股票-金融 | 0.41% | -0.01% | -1.19% | |
| 43 | MS | Morgan Stanley | 股票-金融 | 0.40% | +0.03% | -0.61% | |
| 44 | IBM | Intl Business Machines CORP | 股票-科技 | 0.40% | +0.01% | -5.60% | |
| 45 | NEM | Newmont CORP | 股票-原物料 | 0.40% | -0.08% | +8.83% | |
| 46 | WELL | Welltower Inc | 股票-房地產 | 0.40% | +0.01% | -4.42% | |
| 47 | DE | Deere & Co | 股票-工業 | 0.39% | -0.03% | +0.14% | |
| 48 | ITW | Illinois Tool Works | 股票-工業 | 0.38% | -0.03% | -0.73% | |
| 49 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.38% | -0.08% | -6.99% | |
| 50 | ORCL | Oracle CORP | 股票-科技 | 0.38% | -0.04% | -4.73% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | JNJ | Johnson & Johnson | +0.4% | +0.34% | 加碼 |
| 2 | WMT | Walmart Inc | +0.3% | +1.62% | 加碼 |
| 3 | AMAT | Applied Materials Inc | +0.3% | +6.53% | 加碼 |
| 4 | LRCX | Lam Research CORP | +0.2% | +6.74% | 加碼 |
| 5 | MU | Micron Technology Inc | +0.2% | +4.24% | 加碼 |
| 6 | MRK | Merck & Co. Inc. | +0.2% | -1.63% | 減碼 |
| 7 | LIN | Linde plc | +0.2% | +2.19% | 加碼 |
| 8 | KO | Coca-cola Co/the | +0.2% | +2.60% | 加碼 |
| 9 | AEM | Agnico Eagle Mines LTD | +0.2% | +14.01% | 加碼 |
| 10 | PG | Procter & Gamble Co/the | +0.2% | +5.12% | 加碼 |
| 11 | GLW | Corning Inc | +0.1% | +12.37% | 加碼 |
| 12 | VRT | Vertiv Holdings Co-a | +0.1% | -6.39% | 減碼 |
| 13 | KLAC | Kla CORP | +0.1% | +3.90% | 加碼 |
| 14 | PEP | Pepsico Inc | +0.1% | +2.90% | 加碼 |
| 15 | AAPL | Apple Inc | +0.1% | -0.26% | 減碼 |
| 16 | T | At&t Inc | +0.1% | -0.49% | 減碼 |
| 17 | CSCO | Cisco Systems Inc | +0.1% | +1.85% | 加碼 |
| 18 | FIX | Comfort Systems USA Inc | +0.1% | — | 不變 |
| 19 | DE | Deere & Co | +0.1% | +0.14% | 加碼 |
| 20 | NEM | Newmont CORP | +0.1% | +8.83% | 加碼 |
| 21 | VZ | Verizon Communications Inc | +0.1% | -7.00% | 減碼 |
| 22 | PFE | Pfizer Inc | +0.1% | -0.55% | 減碼 |
| 23 | GILD | Gilead Sciences Inc | +0.1% | -3.15% | 減碼 |
| 24 | AMGN | Amgen Inc | +0.1% | -2.29% | 減碼 |
| 25 | WPM | Wheaton Precious Metals CORP | +0.1% | +11.29% | 加碼 |
| 26 | FCX | Freeport-mcmoran Inc | +0.1% | +9.84% | 加碼 |
| 27 | EQIX | Equinix Inc | +0.1% | — | 不變 |
| 28 | FDX | Fedex CORP | +0.1% | -1.26% | 減碼 |
| 29 | FERG | Ferguson Enterprises Inc | +0.1% | +10.46% | 加碼 |
| 30 | BMY | Bristol-myers Squibb Co | +0.1% | -0.83% | 減碼 |
| 31 | NFLX | Netflix Inc | +0.1% | -5.02% | 減碼 |
| 32 | KO | The Coca-Cola Company | +0.1% | +257.93% | 加碼 |
| 33 | WDC | Western Digital CORP | +0.1% | -1.57% | 減碼 |
| 34 | KEYS | Keysight Technologies In | +0.1% | -0.11% | 減碼 |
| 35 | STX | Seagate Technology Holdings plc | +0.1% | — | 不變 |
| 36 | KGC | Kinross Gold CORP | +0.1% | +15.81% | 加碼 |
| 37 | UPS | United Parcel Service-cl B | +0.1% | +16.29% | 加碼 |
| 38 | PLD | Prologis Inc | +0.1% | +7.67% | 加碼 |
| 39 | TT | Trane Technologies plc | +0.1% | +3.30% | 加碼 |
| 40 | TJX | Tjx Companies Inc | +0.1% | -0.79% | 減碼 |
| 41 | TER | Teradyne Inc | 0% | -6.50% | 減碼 |
| 42 | MAR | Marriott International -cl A | 0% | +14.03% | 加碼 |
| 43 | MSI | Motorola Solutions Inc | 0% | -0.17% | 減碼 |
| 44 | FAST | Fastenal Co | 0% | -6.02% | 減碼 |
| 45 | ITW | Illinois Tool Works | 0% | -0.73% | 減碼 |
| 46 | MDLZ | Mondelez International Inc-a | 0% | — | 不變 |
| 47 | MCK | Mckesson CORP | 0% | -0.82% | 減碼 |
| 48 | GEV | GE Vernova Inc | 0% | — | 不變 |
| 49 | DELL | Dell Technologies -c | 0% | — | 不變 |
| 50 | CCJ | Cameco CORP | 0% | — | 不變 |
根據 SEC 官方 Form 13F 申報備案，Avanza Fonder AB 在 Q1 2026 季度的美股持倉總市值約為 US$45.9億，共申報了 484 個公開持股部位。
在 Q1 2026 季度，Avanza Fonder AB 按市值排列的前三大核心持股分別為：AAPL (7.1%)、NVDA (7.1%)、MSFT (5.0%)。其中最大持股部位 AAPL 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
NTR
市值: US$75.7萬
本季最大獲利了結 / 清倉標的
BRK-B
前期市值: US$3536.7萬
在 Q1 2026 季度中，Avanza Fonder AB 共進行了 150 項持倉異動，包含新建倉 4 個部位、加碼 42 個部位、減碼 97 個部位以及清倉 7 個部位。 其中最大新建倉標的為 NTR。 本季清倉部位包含 BRK-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。
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。