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: 0001666470
申報總市值
US$6.2億
US$6.2億
56 檔
23.4%
在 Q1 2026 申報期間，Baker Chad R（CIK: 0001666470）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$6.2億，共持有 56 個公開申報部位。
在 Q1 2026，Baker Chad R 進行了溫和的常態性持倉調整（包含新建倉 0 檔、加碼 15 檔、減碼 18 檔與清倉 1 檔），整體投資組合架構維持相對穩定。
在資產配置集中度方面，Baker Chad R 的前 5 大核心持股（包含 AAPL, GOOGL, ADI 等）合計佔整體申報市值的 23.4%，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 | AAPL | Apple Inc | 股票-科技 | 8.32% | -0.67% | -2.80% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 5.93% | +0.37% | -7.36% | |
| 3 | ADI | Analog Devices Inc | 股票-科技 | 4.61% | +0.32% | -0.37% | |
| 4 | APH | Amphenol Corp-cl A | 股票-科技 | 4.31% | +0.84% | -1.92% | |
| 5 | MA | Mastercard Inc - A | 股票-金融 | 4.16% | -0.50% | — | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.91% | -0.08% | — | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 3.74% | -0.52% | — | |
| 8 | ROK | Rockwell Automation Inc | 股票-工業 | 3.52% | +0.64% | -0.04% | |
| 9 | TSLA | Tesla Inc | 股票-循環性消費 | 3.49% | -0.11% | -8.98% | |
| 10 | AMD | Advanced Micro Devices | 股票-科技 | 3.23% | +4.57% | — | |
| 11 | WM | Waste Management Inc | 股票-工業 | 3.10% | -0.53% | -10.04% | |
| 12 | JNJ | Johnson & Johnson | 股票-醫療保健 | 3.06% | -0.34% | -4.32% | |
| 13 | NET | Cloudflare Inc - Class A | 股票-科技 | 3.03% | +0.06% | -4.10% | |
| 14 | TMUS | T-mobile US Inc | 股票-通訊服務 | 2.89% | -0.92% | — | |
| 15 | CARR | Carrier Global CORP | 股票-工業 | 2.69% | +0.31% | — | |
| 16 | ULS | Ul Solutions Inc - Class A | 股票-工業 | 2.68% | +0.04% | +0.06% | |
| 17 | WMT | Walmart Inc | 股票-非循環性消費 | 2.41% | -0.53% | — | |
| 18 | XYL | Xylem Inc | 股票-工業 | 2.23% | -0.32% | +0.01% | |
| 19 | DHR | Danaher CORP | 股票-醫療保健 | 2.08% | -0.30% | -0.05% | |
| 20 | ABT | Abbott Laboratories | 股票-醫療保健 | 2.07% | -0.51% | -0.07% | |
| 21 | ATR | Aptargroup Inc | 股票-醫療保健 | 1.88% | -0.28% | — | |
| 22 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.88% | -0.36% | — | |
| 23 | NSC | Norfolk Southern CORP | 股票-工業 | 1.84% | -0.12% | — | |
| 24 | ADP | Automatic Data Processing | 股票-科技 | 1.65% | -0.10% | — | |
| 25 | VLTO | Veralto CORP | 股票-工業 | 1.47% | -0.21% | -0.11% | |
| 26 | HD | Home Depot Inc | 股票-循環性消費 | 1.45% | -0.12% | +1.63% | |
| 27 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.44% | -0.19% | — | |
| 28 | RTX | Rtx CORP | 股票-工業 | 1.40% | -0.23% | — | |
| 29 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.25% | -0.25% | — | |
| 30 | SYK | Stryker CORP | 股票-醫療保健 | 1.16% | -0.12% | -1.50% | |
| 31 | AMAT | Applied Materials Inc | 股票-科技 | 1.07% | +0.86% | — | |
| 32 | CRSP | CRISPR Therapeutics AG | 股票-醫療保健 | 0.84% | -0.84% | EXIT | |
| 33 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.82% | -0.06% | — | |
| 34 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.82% | +0.04% | -16.54% | |
| 35 | UBER | Uber Technologies Inc | 股票-工業 | 0.80% | -0.80% | EXIT | |
| 36 | CSX | Csx CORP | 股票-工業 | 0.79% | -0.01% | — | |
| 37 | IBM | Intl Business Machines CORP | 股票-科技 | 0.74% | +0.30% | +48.15% | |
| 38 | UL | Unilever Plc-sponsored Adr | 股票-非循環性消費 | 0.74% | +0.20% | +43.60% | |
| 39 | ARM | Arm Holdings Plc-adr | 股票-科技 | 0.69% | +0.70% | — | |
| 40 | SN | SharkNinja, Inc. | 股票-循環性消費 | 0.63% | +0.48% | +65.71% | |
| 41 | ZTS | Zoetis Inc | 股票-醫療保健 | 0.55% | -0.26% | — | |
| 42 | XOM | Exxon Mobil CORP | 股票-能源 | 0.52% | -0.16% | — | |
| 43 | AVGO | Broadcom Inc | 股票-科技 | 0.51% | +0.26% | +96.61% | |
| 44 | TILE | Interface Inc | 股票-其他 | 0.47% | +0.11% | +68.34% | |
| 45 | RKT | Rocket Cos Inc-class A | 股票-金融 | 0.43% | -0.03% | +65.75% | |
| 46 | ADBE | Adobe Inc | 股票-科技 | 0.41% | -0.11% | — | |
| 47 | ABNB | Airbnb Inc-class A | 股票-循環性消費 | 0.40% | — | +462.50% | |
| 48 | ALC | Alcon Inc. | 股票-醫療保健 | 0.39% | -0.39% | EXIT | |
| 49 | SOFI | Sofi Technologies Inc | 股票-金融 | 0.36% | -0.01% | +107.39% | |
| 50 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.32% | -0.03% | -11.15% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ADI | Analog Devices Inc | +0.8% | -0.37% | 減碼 |
| 2 | JNJ | Johnson & Johnson | +0.5% | -4.32% | 減碼 |
| 3 | WMT | Walmart Inc | +0.4% | — | 不變 |
| 4 | ABNB | Airbnb Inc-class A | +0.3% | +462.50% | 加碼 |
| 5 | AMAT | Applied Materials Inc | +0.3% | — | 不變 |
| 6 | ULS | Ul Solutions Inc - Class A | +0.3% | +0.06% | 加碼 |
| 7 | ALC | Alcon Inc. | +0.3% | +234.65% | 加碼 |
| 8 | CARR | Carrier Global CORP | +0.3% | — | 不變 |
| 9 | SN | SharkNinja, Inc. | +0.2% | +65.71% | 加碼 |
| 10 | AVGO | Broadcom Inc | +0.2% | +96.61% | 加碼 |
| 11 | UBER | Uber Technologies Inc | +0.2% | +51.33% | 加碼 |
| 12 | TMUS | T-mobile US Inc | +0.2% | — | 不變 |
| 13 | ARM | Arm Holdings Plc-adr | +0.2% | — | 不變 |
| 14 | UL | Unilever Plc-sponsored Adr | +0.2% | +43.60% | 加碼 |
| 15 | XOM | Exxon Mobil CORP | +0.2% | — | 不變 |
| 16 | TILE | Interface Inc | +0.2% | +68.34% | 加碼 |
| 17 | IBM | Intl Business Machines CORP | +0.2% | +48.15% | 加碼 |
| 18 | TJX | Tjx Companies Inc | +0.1% | — | 不變 |
| 19 | ATR | Aptargroup Inc | +0.1% | — | 不變 |
| 20 | RTX | Rtx CORP | +0.1% | — | 不變 |
| 21 | CSX | Csx CORP | +0.1% | — | 不變 |
| 22 | NET | Cloudflare Inc - Class A | +0.1% | -4.10% | 減碼 |
| 23 | CL | Colgate-palmolive Co | +0.1% | — | 不變 |
| 24 | MKC | Mccormick & Co-non Vtg Shrs | +0.1% | +127.59% | 加碼 |
| 25 | SOFI | Sofi Technologies Inc | +0.1% | +107.39% | 加碼 |
| 26 | RKT | Rocket Cos Inc-class A | +0.1% | +65.75% | 加碼 |
| 27 | NSC | Norfolk Southern CORP | +0.1% | — | 不變 |
| 28 | PG | Procter & Gamble Co/the | +0.1% | — | 不變 |
| 29 | HD | Home Depot Inc | 0% | +1.63% | 加碼 |
| 30 | LOW | Lowe's Cos Inc | 0% | — | 不變 |
| 31 | MRK | Merck & Co. Inc. | 0% | -11.15% | 減碼 |
| 32 | CI | THE Cigna Group | — | — | 不變 |
| 33 | VRTX | Vertex Pharmaceuticals Inc | — | — | 不變 |
| 34 | ZTS | Zoetis Inc | 0% | — | 不變 |
| 35 | AMD | Advanced Micro Devices | 0% | — | 不變 |
| 36 | NVDA | Nvidia CORP | 0% | -5.45% | 減碼 |
| 37 | CRM | Salesforce Inc | 0% | -4.32% | 減碼 |
| 38 | RELX | Relx PLC - Spon Adr | 0% | -4.28% | 減碼 |
| 39 | SYK | Stryker CORP | 0% | -1.50% | 減碼 |
| 40 | CRSP | CRISPR Therapeutics AG | -0.1% | +0.03% | 加碼 |
| 41 | WM | Waste Management Inc | -0.1% | -10.04% | 減碼 |
| 42 | VLTO | Veralto CORP | -0.1% | -0.11% | 減碼 |
| 43 | ROK | Rockwell Automation Inc | -0.2% | -0.04% | 減碼 |
| 44 | ADBE | Adobe Inc | -0.2% | — | 不變 |
| 45 | APH | Amphenol Corp-cl A | -0.2% | -1.92% | 減碼 |
| 46 | GOOG | Alphabet Inc-cl C | -0.2% | -16.54% | 減碼 |
| 47 | XYL | Xylem Inc | -0.2% | +0.01% | 加碼 |
| 48 | AMZN | Amazon.com Inc | -0.2% | — | 不變 |
| 49 | DHR | Danaher CORP | -0.3% | -0.05% | 減碼 |
| 50 | ABT | Abbott Laboratories | -0.3% | -0.07% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Baker Chad R 在 Q1 2026 季度的美股持倉總市值約為 US$6.2億，共申報了 56 個公開持股部位。
在 Q1 2026 季度，Baker Chad R 按市值排列的前三大核心持股分別為：AAPL (8.3%)、GOOGL (5.9%)、ADI (4.6%)。其中最大持股部位 AAPL 佔據整體投資組合約 8.3% 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。
本季最大獲利了結 / 清倉標的
MICC
前期市值: US$17.0萬
在 Q1 2026 季度中，Baker Chad R 共進行了 34 項持倉異動，包含新建倉 0 個部位、加碼 15 個部位、減碼 18 個部位以及清倉 1 個部位。 本季清倉部位包含 MICC。
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。