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: 0001942364
申報總市值
US$29.6億
US$29.6億
422 檔
16.4%
在 Q1 2026 申報期間，Azimuth Capital Investment Management LLC（CIK: 0001942364）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$29.6億，共持有 422 個公開申報部位。
在 Q1 2026 期間，Azimuth Capital Investment Management LLC 展現了靈活的資產再平衡步調，透過出清 16 檔弱勢或達到目標價部位，將資金轉置於 10 檔新建倉標的之中。
在資產配置集中度方面，Azimuth Capital Investment Management LLC 的前 5 大核心持股（包含 AAPL, NVDA, 等）合計佔整體申報市值的 16.4%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 422 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 | 4.34% | +0.03% | +9.35% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 3.83% | +0.34% | — | |
| 3 | ✓ | 股票-其他 | 3.83% | — | +1.49% | ||
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.38% | -0.57% | -5.07% | |
| 5 | AVGO | Broadcom Inc | 股票-科技 | 2.93% | +0.24% | — | |
| 6 | ✓ | 股票-其他 | 2.93% | — | +0.68% | ||
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.69% | +0.04% | — | |
| 8 | ✓ | 股票-其他 | 2.69% | — | -3.05% | ||
| 9 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.31% | +0.18% | +4.32% | |
| 10 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.61% | -0.43% | +36.20% | |
| 11 | MPWR | Monolithic Power Systems Inc | 股票-科技 | 1.48% | -0.12% | -0.38% | |
| 12 | HSY | Hershey Co/the | 股票-非循環性消費 | 1.41% | -0.36% | +22.63% | |
| 13 | XOM | Exxon Mobil CORP | 股票-能源 | 1.35% | -1.35% | EXIT | |
| 14 | ✓ | 股票-其他 | 1.35% | — | -3.47% | ||
| 15 | CVX | Chevron CORP | 股票-能源 | 1.17% | -0.34% | +44.86% | |
| 16 | BAC | Bank Of America CORP | 股票-金融 | 1.10% | +0.02% | -25.39% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.07% | -0.02% | — | |
| 18 | ✓ | 股票-其他 | 1.07% | — | -2.14% | ||
| 19 | WFC | Wells Fargo & Co | 股票-金融 | 1.04% | -0.46% | -33.85% | |
| 20 | SLB | Slb LTD | 股票-能源 | 1.03% | -0.20% | +83.26% | |
| 21 | AMD | Advanced Micro Devices | 股票-科技 | 1.01% | +1.23% | +1.11% | |
| 22 | WMT | Walmart Inc | 股票-非循環性消費 | 1.01% | -0.20% | -6.41% | |
| 23 | WEC | Wec Energy Group Inc | 股票-公用事業 | 0.98% | -0.11% | — | |
| 24 | ✓ | 股票-其他 | 0.98% | — | -0.23% | ||
| 25 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.98% | +0.04% | -41.06% | |
| 26 | BA | Boeing Co/the | 股票-工業 | 0.97% | -0.04% | +0.88% | |
| 27 | V | Visa Inc-class A Shares | 股票-金融 | 0.92% | -0.10% | — | |
| 28 | ✓ | 股票-其他 | 0.92% | — | -31.05% | ||
| 29 | MRVL | Marvell Technology Inc | 股票-科技 | 0.87% | +0.41% | +20.50% | |
| 30 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.86% | -0.15% | — | |
| 31 | ✓ | 股票-其他 | 0.86% | — | -6.12% | ||
| 32 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.85% | -0.12% | — | |
| 33 | ✓ | 股票-其他 | 0.85% | — | -0.13% | ||
| 34 | YUM | Yum! Brands Inc | 股票-循環性消費 | 0.84% | -0.13% | +72.54% | |
| 35 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.83% | +0.03% | — | |
| 36 | ✓ | 股票-其他 | 0.83% | — | -4.46% | ||
| 37 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.83% | +0.22% | -22.77% | |
| 38 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.81% | -0.09% | -3.59% | |
| 39 | EUFN | Ishares Msci Europe Financia | ETF-其他 | 0.78% | -0.01% | +0.99% | |
| 40 | XEL | Xcel Energy Inc | 股票-公用事業 | 0.78% | -0.07% | — | |
| 41 | ✓ | 股票-其他 | 0.78% | — | -3.28% | ||
| 42 | GIL | Gildan Activewear Inc | 股票-循環性消費 | 0.77% | -0.38% | +82.12% | |
| 43 | GEV | GE Vernova Inc | 股票-工業 | 0.75% | +0.56% | — | |
| 44 | ✓ | 股票-其他 | 0.75% | — | +1057.06% | ||
| 45 | FAST | Fastenal Co | 股票-工業 | 0.75% | -0.06% | -1.31% | |
| 46 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.68% | +0.05% | +2.39% | |
| 47 | MA | Mastercard Inc - A | 股票-金融 | 0.68% | -0.27% | — | |
| 48 | ✓ | 股票-其他 | 0.68% | — | -0.35% | ||
| 49 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 0.67% | -0.06% | — | |
| 50 | ✓ | 股票-其他 | 0.67% | — | +94.02% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ✓ | +0.7% | +1057.06% | 加碼 | |
| 2 | SLB | Slb LTD | +0.6% | +83.26% | 加碼 |
| 3 | CVX | Chevron CORP | +0.6% | +44.86% | 加碼 |
| 4 | PEP | Pepsico Inc | +0.6% | +36.20% | 加碼 |
| 5 | ABNB | Airbnb Inc-class A | +0.6% | +1174.71% | 加碼 |
| 6 | HSY | Hershey Co/the | +0.5% | +22.63% | 加碼 |
| 7 | ✓ | +0.4% | -3.47% | 減碼 | |
| 8 | YUM | Yum! Brands Inc | +0.4% | +72.54% | 加碼 |
| 9 | TMO | Thermo Fisher Scientific Inc | +0.4% | +630.55% | 加碼 |
| 10 | ✓ | +0.3% | +94.02% | 加碼 | |
| 11 | GIL | Gildan Activewear Inc | +0.3% | +82.12% | 加碼 |
| 12 | MPWR | Monolithic Power Systems Inc | +0.3% | -0.38% | 減碼 |
| 13 | MRVL | Marvell Technology Inc | +0.3% | +20.50% | 加碼 |
| 14 | AAPL | Apple Inc | +0.3% | +9.35% | 加碼 |
| 15 | CPAY | Corpay Inc | +0.3% | +80.26% | 加碼 |
| 16 | ✓ | +0.2% | +39.41% | 加碼 | |
| 17 | ASML | ASML Holding N.V. | +0.2% | +14.89% | 加碼 |
| 18 | LMT | Lockheed Martin CORP | +0.2% | +46.16% | 加碼 |
| 19 | VNOM | Viper Energy Inc-cl A | +0.2% | +84.33% | 加碼 |
| 20 | ✓ | +0.2% | +75.14% | 加碼 | |
| 21 | CVS | Cvs Health CORP | +0.1% | +111.54% | 加碼 |
| 22 | JNJ | Johnson & Johnson | +0.1% | -3.59% | 減碼 |
| 23 | ROST | Ross Stores Inc | +0.1% | +1.55% | 加碼 |
| 24 | FAST | Fastenal Co | +0.1% | -1.31% | 減碼 |
| 25 | ✓ | +0.1% | -0.23% | 減碼 | |
| 26 | ✓ | +0.1% | +52.98% | 加碼 | |
| 27 | ✓ | +0.1% | -6.12% | 減碼 | |
| 28 | CLX | Clorox Company | +0.1% | +56.70% | 加碼 |
| 29 | NOK | Nokia Corp-spon Adr | +0.1% | -3.07% | 減碼 |
| 30 | GILD | Gilead Sciences Inc | +0.1% | +1.98% | 加碼 |
| 31 | ✓ | +0.1% | +2.63% | 加碼 | |
| 32 | ✓ | +0.1% | -2.42% | 減碼 | |
| 33 | WMT | Walmart Inc | +0.1% | -6.41% | 減碼 |
| 34 | PFE | Pfizer Inc | +0.1% | +5.48% | 加碼 |
| 35 | ✓ | +0.1% | +4.51% | 加碼 | |
| 36 | TXN | Texas Instruments Inc | +0.1% | +2.78% | 加碼 |
| 37 | CMI | Cummins Inc | +0.1% | +5.65% | 加碼 |
| 38 | ✓ | +0.1% | -3.98% | 減碼 | |
| 39 | CNI | Canadian Natl Railway Co | +0.1% | +50.38% | 加碼 |
| 40 | WY | Weyerhaeuser Co | +0.1% | +24.40% | 加碼 |
| 41 | EEM | Ishares Msci Emerging Market | +0.1% | +2.39% | 加碼 |
| 42 | CAT | Caterpillar Inc | +0.1% | -0.44% | 減碼 |
| 43 | SO | Southern Co/the | +0.1% | +1.40% | 加碼 |
| 44 | KO | Coca-cola Co/the | +0.1% | -0.01% | 減碼 |
| 45 | ✓ | +0.1% | +4.46% | 加碼 | |
| 46 | ✓ | +0.1% | -3.28% | 減碼 | |
| 47 | ✓ | +0.1% | +2.23% | 加碼 | |
| 48 | ✓ | +0.1% | +3.24% | 加碼 | |
| 49 | SHEL | Shell Plc-adr | +0.1% | -4.85% | 減碼 |
| 50 | AZN | AstraZeneca PLC | +0.1% | -49.73% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Azimuth Capital Investment Management LLC 在 Q1 2026 季度的美股持倉總市值約為 US$29.6億，共申報了 422 個公開持股部位。
在 Q1 2026 季度，Azimuth Capital Investment Management LLC 按市值排列的前三大核心持股分別為：AAPL (4.3%)、NVDA (3.8%)、 (3.8%)。其中最大持股部位 AAPL 佔據整體投資組合約 4.3% 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
GNRC
市值: US$1619.8萬
本季最大獲利了結 / 清倉標的
前期市值: US$1626.5萬
在 Q1 2026 季度中，Azimuth Capital Investment Management LLC 共進行了 198 項持倉異動，包含新建倉 10 個部位、加碼 78 個部位、減碼 94 個部位以及清倉 16 個部位。 其中最大新建倉標的為 GNRC。 本季清倉部位包含 。
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。