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: 0000898427
申報總市值
US$9188.5萬
US$9188.5萬
74 檔
151.2%
根據最新整理的 13F 季度數據集，Axa S.a. 於 Q1 2026 結束時的管理資產規模為 US$9188.5萬。該機構在本季度申報了 74 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q1 2026，Axa S.a. 展現出較為審慎的避險與獲利了結姿態。本季共減碼 43 個部位並完全清倉 8 檔持股，調降曝險的部位數量高於加碼動作。
整體而言，Axa S.a. 的前 5 大持股（包含 BABA, SPY, TTE）貢獻了組合市值的 151.2%，形成該機構在 Q1 2026 季度的基本面基石。
| # | 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 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 22.97% | -22.51% | +8713.97% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 17.23% | +7.30% | — | |
| 3 | TTE | TotalEnergies SE | 股票-其他 | 6.14% | +0.91% | -4.97% | |
| 4 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 4.20% | -2.24% | — | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 3.65% | +0.62% | -5.54% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.56% | +5.89% | +6.66% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 3.09% | +0.92% | +0.16% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 2.90% | -0.90% | -2.56% | |
| 9 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.55% | +0.94% | -6.63% | |
| 10 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 2.26% | -0.54% | +85.55% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.94% | -1.85% | -16.92% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.81% | +3.63% | -6.88% | |
| 13 | LFT | Lument Finance Trust Inc | 股票-其他 | 1.64% | +2.00% | — | |
| 14 | RACE | Ferrari N.V. | 股票-循環性消費 | 1.51% | +1.23% | +5.36% | |
| 15 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.44% | +2.31% | -0.17% | |
| 16 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.33% | -0.40% | +4.07% | |
| 17 | STLA | Stellantis N.V. | 股票-循環性消費 | 1.19% | +1.10% | -0.47% | |
| 18 | AVGO | Broadcom Inc | 股票-科技 | 1.04% | -1.04% | EXIT | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 0.98% | +0.23% | -0.61% | |
| 20 | BAC | Bank Of America CORP | 股票-金融 | 0.67% | -0.18% | -6.89% | |
| 21 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.64% | +0.93% | -34.68% | |
| 22 | AMD | Advanced Micro Devices | 股票-科技 | 0.61% | -0.13% | -17.14% | |
| 23 | NFLX | Netflix Inc | 股票-通訊服務 | 0.61% | -0.61% | EXIT | |
| 24 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.60% | -0.60% | EXIT | |
| 25 | ETN | Eaton Corporation plc | 股票-工業 | 0.60% | -0.60% | EXIT | |
| 26 | MS | Morgan Stanley | 股票-金融 | 0.51% | -0.51% | EXIT | |
| 27 | MNST | Monster Beverage CORP | 股票-非循環性消費 | 0.51% | -0.51% | EXIT | |
| 28 | ADSK | Autodesk Inc | 股票-科技 | 0.50% | -0.50% | EXIT | |
| 29 | CIEN | Ciena CORP | 股票-科技 | 0.50% | -0.50% | EXIT | |
| 30 | COR | Cencora Inc | 股票-醫療保健 | 0.50% | -0.50% | EXIT | |
| 31 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.49% | -0.49% | EXIT | |
| 32 | MLM | Martin Marietta Materials | 股票-原物料 | 0.49% | -0.49% | EXIT | |
| 33 | UBER | Uber Technologies Inc | 股票-工業 | 0.48% | -0.48% | EXIT | |
| 34 | EOG | Eog Resources Inc | 股票-能源 | 0.48% | -0.48% | EXIT | |
| 35 | CLH | Clean Harbors Inc | 股票-工業 | 0.47% | -0.47% | EXIT | |
| 36 | MU | Micron Technology Inc | 股票-科技 | 0.46% | +0.50% | -44.42% | |
| 37 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.46% | -0.46% | EXIT | |
| 38 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.45% | -0.45% | EXIT | |
| 39 | AXP | American Express Co | 股票-金融 | 0.42% | -0.42% | EXIT | |
| 40 | RCL | Royal Caribbean Cruises Ltd. | 股票-循環性消費 | 0.42% | -0.42% | EXIT | |
| 41 | BSX | Boston Scientific CORP | 股票-醫療保健 | 0.41% | -0.41% | EXIT | |
| 42 | CRUS | Cirrus Logic Inc | 股票-科技 | 0.38% | -0.38% | EXIT | |
| 43 | TSLA | Tesla Inc | 股票-循環性消費 | 0.38% | +0.16% | -3.75% | |
| 44 | ADBE | Adobe Inc | 股票-科技 | 0.37% | +0.25% | -15.18% | |
| 45 | ENSG | Ensign Group Inc/the | 股票-醫療保健 | 0.35% | -0.35% | EXIT | |
| 46 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.34% | -0.34% | EXIT | |
| 47 | IR | Ingersoll-rand Inc | 股票-工業 | 0.34% | -0.34% | EXIT | |
| 48 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 0.32% | -0.32% | EXIT | |
| 49 | NBIX | Neurocrine Biosciences Inc | 股票-醫療保健 | 0.30% | -0.30% | EXIT | |
| 50 | PGR | Progressive CORP | 股票-金融 | 0.28% | -0.28% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BABA | Alibaba Group Holding-sp Adr | +22.6% | +8713.97% | 加碼 |
| 2 | TSM | Taiwan Semiconductor-sp Adr | +2% | +85.55% | 加碼 |
| 3 | TTE | TotalEnergies SE | +0.8% | -4.97% | 減碼 |
| 4 | COR | Cencora Inc | +0.4% | +1693.79% | 加碼 |
| 5 | CRUS | Cirrus Logic Inc | +0.1% | +57.65% | 加碼 |
| 6 | ENSG | Ensign Group Inc/the | +0.1% | +43.55% | 加碼 |
| 7 | IR | Ingersoll-rand Inc | +0.1% | +44.70% | 加碼 |
| 8 | ETN | Eaton Corporation plc | 0% | +14.63% | 加碼 |
| 9 | CVLT | Commvault Systems Inc | 0% | +118.30% | 加碼 |
| 10 | EOG | Eog Resources Inc | 0% | -9.07% | 減碼 |
| 11 | MRNA | Moderna Inc | 0% | -28.23% | 減碼 |
| 12 | LRCX | Lam Research CORP | 0% | — | 不變 |
| 13 | CAT | Caterpillar Inc | — | — | 不變 |
| 14 | LIN | Linde plc | 0% | -9.08% | 減碼 |
| 15 | WMT | Walmart Inc | 0% | -12.46% | 減碼 |
| 16 | RTX | Rtx CORP | 0% | +2.51% | 加碼 |
| 17 | CLH | Clean Harbors Inc | 0% | -9.07% | 減碼 |
| 18 | COST | Costco Wholesale CORP | -0.1% | -8.97% | 減碼 |
| 19 | GE | General Electric | -0.1% | — | 不變 |
| 20 | ECL | Ecolab Inc | -0.1% | -9.03% | 減碼 |
| 21 | MRK | Merck & Co. Inc. | -0.1% | -9.06% | 減碼 |
| 22 | JPM | Jpmorgan Chase & Co | -0.1% | -0.76% | 減碼 |
| 23 | CSGP | Costar Group Inc | -0.1% | +28.63% | 加碼 |
| 24 | UBER | Uber Technologies Inc | -0.1% | +9.83% | 加碼 |
| 25 | TSCO | Tractor Supply Company | -0.1% | -9.06% | 減碼 |
| 26 | UNH | Unitedhealth Group Inc | -0.1% | -9.04% | 減碼 |
| 27 | MSA | Msa Safety Inc | -0.2% | -35.78% | 減碼 |
| 28 | HLI | Houlihan Lokey Inc | -0.2% | -9.08% | 減碼 |
| 29 | RCL | Royal Caribbean Cruises Ltd. | -0.2% | -9.07% | 減碼 |
| 30 | KO | Coca-cola Co/the | -0.2% | -0.17% | 減碼 |
| 31 | NEE | Nextera Energy Inc | -0.2% | -18.38% | 減碼 |
| 32 | NFLX | Netflix Inc | -0.2% | -9.06% | 減碼 |
| 33 | TSLA | Tesla Inc | -0.2% | -3.75% | 減碼 |
| 34 | TMO | Thermo Fisher Scientific Inc | -0.2% | -9.02% | 減碼 |
| 35 | PGR | Progressive CORP | -0.2% | -20.21% | 減碼 |
| 36 | MLM | Martin Marietta Materials | -0.2% | -10.25% | 減碼 |
| 37 | MNST | Monster Beverage CORP | -0.2% | -9.06% | 減碼 |
| 38 | TJX | Tjx Companies Inc | -0.2% | -22.76% | 減碼 |
| 39 | MS | Morgan Stanley | -0.2% | -9.06% | 減碼 |
| 40 | PLNT | Planet Fitness Inc - Cl A | -0.3% | -9.07% | 減碼 |
| 41 | BSX | Boston Scientific CORP | -0.3% | +11.09% | 加碼 |
| 42 | CIEN | Ciena CORP | -0.3% | -51.98% | 減碼 |
| 43 | BAC | Bank Of America CORP | -0.3% | -6.89% | 減碼 |
| 44 | ADSK | Autodesk Inc | -0.3% | -9.05% | 減碼 |
| 45 | AMD | Advanced Micro Devices | -0.3% | -17.14% | 減碼 |
| 46 | AXP | American Express Co | -0.3% | -18.27% | 減碼 |
| 47 | ADBE | Adobe Inc | -0.4% | -15.18% | 減碼 |
| 48 | RACE | Ferrari N.V. | -0.4% | +5.36% | 加碼 |
| 49 | MU | Micron Technology Inc | -0.4% | -44.42% | 減碼 |
| 50 | V | Visa Inc-class A Shares | -0.4% | -0.61% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Axa S.a. 在 Q1 2026 季度的美股持倉總市值約為 US$9188.5萬，共申報了 74 個公開持股部位。
在 Q1 2026 季度，Axa S.a. 按市值排列的前三大核心持股分別為：BABA (23.0%)、SPY (17.2%)、TTE (6.1%)。其中最大持股部位 BABA 佔據整體投資組合約 23.0% 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
ORLY
市值: US$82.7萬
本季最大獲利了結 / 清倉標的
EXK
前期市值: US$129.7萬
在 Q1 2026 季度中，Axa S.a. 共進行了 76 項持倉異動，包含新建倉 9 個部位、加碼 16 個部位、減碼 43 個部位以及清倉 8 個部位。 其中最大新建倉標的為 ORLY。 本季清倉部位包含 EXK。
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。