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: 0000872259
申報總市值
US$216.8億
US$216.8億
459 檔
17.2%
Bahl & Gaynor LLC 在 Q1 2026 季度的美股部位總計估值為 US$216.8億，分散於 459 個持倉標的之中，反映其市場參與廣度與投資規模。
數據顯示 Bahl & Gaynor LLC 於 Q1 2026 季度持續回收資金，對 105 個既有部位進行裁減並清倉 6 個標的，組合整體流動性比重有所上升。
在資產配置集中度方面，Bahl & Gaynor LLC 的前 5 大核心持股（包含 AVGO, , MSFT 等）合計佔整體申報市值的 17.2%，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 459 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 | AVGO | Broadcom Inc | 股票-科技 | 4.42% | +0.13% | — | |
| 2 | ✓ | 股票-其他 | 4.42% | — | +0.01% | ||
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.49% | -0.37% | +1.90% | |
| 4 | JNJ | Johnson & Johnson | 股票-醫療保健 | 3.35% | -1.04% | -0.61% | |
| 5 | LLY | Eli Lilly & Co | 股票-醫療保健 | 3.09% | +0.54% | -15.40% | |
| 6 | ABBV | Abbvie Inc | 股票-醫療保健 | 3.00% | +0.01% | — | |
| 7 | ✓ | 股票-其他 | 3.00% | — | -11.44% | ||
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.86% | +0.02% | — | |
| 9 | ✓ | 股票-其他 | 2.86% | — | +0.19% | ||
| 10 | WMB | Williams Cos Inc | 股票-能源 | 2.52% | -0.20% | -1.91% | |
| 11 | NEE | Nextera Energy Inc | 股票-公用事業 | 2.46% | -0.53% | — | |
| 12 | ✓ | 股票-其他 | 2.46% | — | -2.06% | ||
| 13 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.41% | -0.22% | -16.44% | |
| 14 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 2.31% | +0.79% | +5.62% | |
| 15 | CVX | Chevron CORP | 股票-能源 | 2.22% | -0.62% | -3.50% | |
| 16 | TRGP | Targa Resources CORP | 股票-能源 | 2.18% | -0.45% | — | |
| 17 | ✓ | 股票-其他 | 2.18% | — | +18.37% | ||
| 18 | HD | Home Depot Inc | 股票-循環性消費 | 1.91% | -0.03% | -3.32% | |
| 19 | TRV | Travelers Cos Inc/the | 股票-金融 | 1.69% | -0.29% | — | |
| 20 | ✓ | 股票-其他 | 1.69% | — | -2.34% | ||
| 21 | HIG | Hartford Insurance Group Inc | 股票-金融 | 1.67% | -0.58% | +0.12% | |
| 22 | SRE | Sempra | 股票-公用事業 | 1.66% | -0.36% | -1.70% | |
| 23 | PNC | Pnc Financial Services Group | 股票-金融 | 1.65% | +0.46% | +11.63% | |
| 24 | CSCO | Cisco Systems Inc | 股票-科技 | 1.37% | +0.50% | — | |
| 25 | ✓ | 股票-其他 | 1.37% | — | +8.04% | ||
| 26 | ETN | Eaton Corporation plc | 股票-工業 | 1.29% | +0.11% | — | |
| 27 | ✓ | 股票-其他 | 1.29% | — | -13.85% | ||
| 28 | XOM | Exxon Mobil CORP | 股票-能源 | 1.25% | -1.25% | EXIT | |
| 29 | ✓ | 股票-其他 | 1.25% | — | +3.50% | ||
| 30 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 1.21% | -0.13% | -21.76% | |
| 31 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.16% | +1.03% | — | |
| 32 | ✓ | 股票-其他 | 1.16% | — | +28.21% | ||
| 33 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.12% | -0.46% | -29.97% | |
| 34 | LMT | Lockheed Martin CORP | 股票-工業 | 1.07% | -0.79% | -27.56% | |
| 35 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.06% | -0.01% | +1.08% | |
| 36 | GD | General Dynamics CORP | 股票-工業 | 1.02% | -0.07% | +14.00% | |
| 37 | TXN | Texas Instruments Inc | 股票-科技 | 1.01% | +0.18% | -10.79% | |
| 38 | DRI | Darden Restaurants Inc | 股票-循環性消費 | 1.00% | -0.04% | +212.46% | |
| 39 | RTX | Rtx CORP | 股票-工業 | 1.00% | -0.30% | — | |
| 40 | ✓ | 股票-其他 | 1.00% | — | +22.91% | ||
| 41 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.99% | -0.61% | -1.79% | |
| 42 | CINF | Cincinnati Financial CORP | 股票-金融 | 0.97% | +0.07% | -0.67% | |
| 43 | CME | Cme Group Inc | 股票-金融 | 0.94% | -0.30% | — | |
| 44 | ✓ | 股票-其他 | 0.94% | — | +0.43% | ||
| 45 | TEL | TE Connectivity plc | 股票-科技 | 0.93% | -0.11% | — | |
| 46 | ✓ | 股票-其他 | 0.93% | — | +4.70% | ||
| 47 | VCTR | Victory Capital Holding - A | 股票-其他 | 0.89% | +0.29% | — | |
| 48 | ✓ | 股票-其他 | 0.89% | — | +30.68% | ||
| 49 | MSI | Motorola Solutions Inc | 股票-科技 | 0.88% | -0.18% | -0.18% | |
| 50 | APO | Apollo Global Management Inc | 股票-金融 | 0.84% | +0.56% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ✓ | +0.8% | +18.37% | 加碼 | |
| 2 | DRI | Darden Restaurants Inc | +0.7% | +212.46% | 加碼 |
| 3 | CVX | Chevron CORP | +0.5% | -3.50% | 減碼 |
| 4 | JNJ | Johnson & Johnson | +0.5% | -0.61% | 減碼 |
| 5 | WMB | Williams Cos Inc | +0.4% | -1.91% | 減碼 |
| 6 | ✓ | +0.4% | +3.50% | 加碼 | |
| 7 | ✓ | +0.4% | +215.37% | 加碼 | |
| 8 | FAST | Fastenal Co | +0.4% | +67.39% | 加碼 |
| 9 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +5.62% | 加碼 |
| 10 | ✓ | +0.3% | +93.65% | 加碼 | |
| 11 | ✓ | +0.3% | -2.06% | 減碼 | |
| 12 | PM | Philip Morris International | +0.3% | +108.99% | 加碼 |
| 13 | AHR | American Healthcare Reit Inc | +0.3% | +768.52% | 加碼 |
| 14 | ✓ | +0.2% | +30.68% | 加碼 | |
| 15 | ✓ | +0.2% | +22.91% | 加碼 | |
| 16 | BTI | British American Tob-sp Adr | +0.2% | +8142.85% | 加碼 |
| 17 | ✓ | +0.2% | +29.33% | 加碼 | |
| 18 | PNC | Pnc Financial Services Group | +0.2% | +11.63% | 加碼 |
| 19 | GD | General Dynamics CORP | +0.1% | +14.00% | 加碼 |
| 20 | ✓ | +0.1% | +131.51% | 加碼 | |
| 21 | SRE | Sempra | +0.1% | -1.70% | 減碼 |
| 22 | WDC | Western Digital CORP | +0.1% | -13.24% | 減碼 |
| 23 | ✓ | +0.1% | +8.04% | 加碼 | |
| 24 | MSI | Motorola Solutions Inc | +0.1% | -0.18% | 減碼 |
| 25 | LHX | L3harris Technologies Inc | +0.1% | +13.31% | 加碼 |
| 26 | ✓ | +0.1% | +37.95% | 加碼 | |
| 27 | CMS | Cms Energy CORP | +0.1% | +15.54% | 加碼 |
| 28 | GLW | Corning Inc | +0.1% | -23.87% | 減碼 |
| 29 | FFBC | First Financial Bancorp | +0.1% | +61.77% | 加碼 |
| 30 | ✓ | +0.1% | +0.43% | 加碼 | |
| 31 | SNA | Snap-on Inc | +0.1% | +4.11% | 加碼 |
| 32 | KLAC | Kla CORP | +0.1% | -1.00% | 減碼 |
| 33 | ✓ | +0.1% | -0.41% | 減碼 | |
| 34 | ✓ | +0.1% | -9.21% | 減碼 | |
| 35 | ✓ | +0.1% | +82.81% | 加碼 | |
| 36 | LNT | Alliant Energy CORP | +0.1% | +17.16% | 加碼 |
| 37 | ✓ | +0.1% | +5.49% | 加碼 | |
| 38 | ✓ | +0.1% | +27.92% | 加碼 | |
| 39 | ADI | Analog Devices Inc | +0.1% | -1.24% | 減碼 |
| 40 | ✓ | +0.1% | +50.35% | 加碼 | |
| 41 | PEP | Pepsico Inc | +0.1% | -1.79% | 減碼 |
| 42 | ✓ | +0.1% | +28.21% | 加碼 | |
| 43 | ✓ | +0.1% | +25.93% | 加碼 | |
| 44 | NOC | Northrop Grumman CORP | +0.1% | -0.36% | 減碼 |
| 45 | TJX | Tjx Companies Inc | +0.1% | +1.08% | 加碼 |
| 46 | ✓ | +0.1% | +5.59% | 加碼 | |
| 47 | ✓ | +0.1% | -1.88% | 減碼 | |
| 48 | PH | Parker Hannifin CORP | +0.1% | +16.89% | 加碼 |
| 49 | PSX | Phillips 66 | +0.1% | -20.81% | 減碼 |
| 50 | KO | Coca-cola Co/the | 0% | -0.86% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Bahl & Gaynor LLC 在 Q1 2026 季度的美股持倉總市值約為 US$216.8億，共申報了 459 個公開持股部位。
在 Q1 2026 季度，Bahl & Gaynor LLC 按市值排列的前三大核心持股分別為：AVGO (4.4%)、 (4.4%)、MSFT (3.5%)。其中最大持股部位 AVGO 佔據整體投資組合約 4.4% 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
市值: US$9842.6萬
本季最大獲利了結 / 清倉標的
UTZ
前期市值: US$1011.5萬
在 Q1 2026 季度中，Bahl & Gaynor LLC 共進行了 193 項持倉異動，包含新建倉 6 個部位、加碼 76 個部位、減碼 105 個部位以及清倉 6 個部位。 其中最大新建倉標的為 。 本季清倉部位包含 UTZ。
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。