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: 0001387723
申報總市值
US$3.6億
US$3.6億
133 檔
37.6%
Q1 2026 季度申報顯示，Bank Of Stockton 揭露的美股組合總市值為 US$3.6億，涵蓋 133 個不同之權益投資部位。
Q1 2026 的申報記錄反映 Bank Of Stockton 的板塊替換策略：機構本季推動了 63 筆增持與 75 筆減持，籌碼呈現明顯的結構重組。
整體而言，Bank Of Stockton 的前 5 大持股（包含 IVV, IJH, IJR）貢獻了組合市值的 37.6%，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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 18.43% | -0.65% | -4.20% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 11.33% | -0.10% | -17.95% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 4.93% | +0.25% | -13.95% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 3.40% | +0.04% | +1.61% | |
| 5 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 3.31% | -0.67% | -7.06% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.63% | +0.26% | -5.85% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 2.47% | +0.21% | -6.36% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.26% | -0.30% | +16.28% | |
| 9 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 2.17% | -0.12% | -5.13% | |
| 10 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.13% | -0.34% | +0.06% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.98% | -0.05% | -4.79% | |
| 12 | KLAC | Kla CORP | 股票-科技 | 1.62% | +1.30% | -11.68% | |
| 13 | MU | Micron Technology Inc | 股票-科技 | 1.50% | +2.93% | -16.52% | |
| 14 | WMT | Walmart Inc | 股票-非循環性消費 | 1.45% | -0.29% | -11.65% | |
| 15 | PH | Parker Hannifin CORP | 股票-工業 | 1.41% | -0.03% | -11.22% | |
| 16 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.37% | +0.04% | +7.36% | |
| 17 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.29% | -0.12% | -3.74% | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 1.24% | +0.01% | +3.34% | |
| 19 | ADI | Analog Devices Inc | 股票-科技 | 1.04% | +0.11% | -11.36% | |
| 20 | WFC | Wells Fargo & Co | 股票-金融 | 1.01% | -0.05% | -27.89% | |
| 21 | XOM | Exxon Mobil CORP | 股票-能源 | 0.99% | -0.46% | -11.02% | |
| 22 | CMI | Cummins Inc | 股票-工業 | 0.92% | +0.13% | -15.30% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.88% | +0.07% | +19.98% | |
| 24 | NFLX | Netflix Inc | 股票-通訊服務 | 0.85% | -0.27% | +7.24% | |
| 25 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.82% | -0.09% | +1.55% | |
| 26 | AXP | American Express Co | 股票-金融 | 0.74% | — | -3.28% | |
| 27 | HD | Home Depot Inc | 股票-循環性消費 | 0.74% | -0.06% | -32.96% | |
| 28 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.70% | -0.19% | +13.76% | |
| 29 | ASML | ASML Holding N.V. | 股票-科技 | 0.70% | +0.20% | -10.70% | |
| 30 | CMF | Ishares California Muni Bond | ETF-其他 | 0.70% | -0.09% | -16.54% | |
| 31 | CVX | Chevron CORP | 股票-能源 | 0.69% | -0.20% | -16.05% | |
| 32 | CAT | Caterpillar Inc | 股票-工業 | 0.65% | +0.14% | +9.89% | |
| 33 | ORCL | Oracle CORP | 股票-科技 | 0.63% | -0.08% | +11.80% | |
| 34 | SLV | Ishares Silver Trust | ETF-避險與商品 | 0.61% | -0.18% | — | |
| 35 | PGR | Progressive CORP | 股票-金融 | 0.60% | -0.01% | -3.55% | |
| 36 | FLS | Flowserve CORP | 股票-工業 | 0.59% | -0.01% | +0.12% | |
| 37 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.57% | +0.02% | -30.84% | |
| 38 | QCOM | Qualcomm Inc | 股票-科技 | 0.48% | +0.07% | +2.90% | |
| 39 | FR | First Industrial Realty Tr | 股票-房地產 | 0.47% | +0.03% | +21.50% | |
| 40 | BIV | Vanguard Intermediate-term B | ETF-其他 | 0.47% | -0.20% | -56.91% | |
| 41 | WSM | Williams-sonoma Inc | 股票-循環性消費 | 0.46% | +0.07% | -36.76% | |
| 42 | UNP | Union Pacific CORP | 股票-工業 | 0.46% | -0.02% | +372.52% | |
| 43 | MCK | Mckesson CORP | 股票-醫療保健 | 0.43% | -0.09% | -2.45% | |
| 44 | TM | Toyota Motor CORP -spon Adr | 股票-循環性消費 | 0.42% | -0.12% | +54.35% | |
| 45 | MS | Morgan Stanley | 股票-金融 | 0.40% | +0.05% | -8.17% | |
| 46 | DHR | Danaher CORP | 股票-醫療保健 | 0.38% | -0.04% | -0.83% | |
| 47 | ETR | Entergy CORP | 股票-公用事業 | 0.38% | -0.03% | +7.62% | |
| 48 | ADBE | Adobe Inc | 股票-科技 | 0.37% | -0.09% | +28.49% | |
| 49 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.37% | -0.04% | +3.20% | |
| 50 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.36% | +0.24% | +11.97% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | COST | Costco Wholesale CORP | +0.4% | +0.06% | 加碼 |
| 2 | UNP | Union Pacific CORP | +0.4% | +372.52% | 加碼 |
| 3 | XOM | Exxon Mobil CORP | +0.3% | -11.02% | 減碼 |
| 4 | KLAC | Kla CORP | +0.2% | -11.68% | 減碼 |
| 5 | CAT | Caterpillar Inc | +0.2% | +9.89% | 加碼 |
| 6 | MMM | 3m Co | +0.2% | +249.01% | 加碼 |
| 7 | CVE | Cenovus Energy Inc | +0.2% | +92.21% | 加碼 |
| 8 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +19.98% | 加碼 |
| 9 | TM | Toyota Motor CORP -spon Adr | +0.2% | +54.35% | 加碼 |
| 10 | CMCSA | Comcast Corp-class A | +0.2% | +99.79% | 加碼 |
| 11 | LMT | Lockheed Martin CORP | +0.1% | +27.77% | 加碼 |
| 12 | CVX | Chevron CORP | +0.1% | -16.05% | 減碼 |
| 13 | NFLX | Netflix Inc | +0.1% | +7.24% | 加碼 |
| 14 | DVN | Devon Energy CORP | +0.1% | +39.99% | 加碼 |
| 15 | JNJ | Johnson & Johnson | +0.1% | +16.62% | 加碼 |
| 16 | FR | First Industrial Realty Tr | +0.1% | +21.50% | 加碼 |
| 17 | IEMG | Ishares Core Msci Emerging | +0.1% | -6.36% | 減碼 |
| 18 | TMUS | T-mobile US Inc | +0.1% | +33.61% | 加碼 |
| 19 | ETR | Entergy CORP | +0.1% | +7.62% | 加碼 |
| 20 | ASML | ASML Holding N.V. | +0.1% | -10.70% | 減碼 |
| 21 | ADI | Analog Devices Inc | +0.1% | -11.36% | 減碼 |
| 22 | FLEX | Flex Ltd. | +0.1% | +109.20% | 加碼 |
| 23 | AMD | Advanced Micro Devices | +0.1% | +53.92% | 加碼 |
| 24 | MRK | Merck & Co. Inc. | +0.1% | +20.46% | 加碼 |
| 25 | AEP | American Electric Power | +0.1% | +18.74% | 加碼 |
| 26 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +11.97% | 加碼 |
| 27 | WMT | Walmart Inc | +0.1% | -11.65% | 減碼 |
| 28 | MU | Micron Technology Inc | +0.1% | -16.52% | 減碼 |
| 29 | AAPL | Apple Inc | +0.1% | +1.61% | 加碼 |
| 30 | SCZ | Ishares Msci Eafe Small-cap | +0.1% | -5.13% | 減碼 |
| 31 | AMGN | Amgen Inc | +0.1% | +75.58% | 加碼 |
| 32 | SLV | Ishares Silver Trust | +0.1% | — | 不變 |
| 33 | T | At&t Inc | +0.1% | +74.12% | 加碼 |
| 34 | APD | Air Products & Chemicals Inc | +0.1% | +18.78% | 加碼 |
| 35 | NOC | Northrop Grumman CORP | +0.1% | — | 不變 |
| 36 | FLS | Flowserve CORP | +0.1% | +0.12% | 加碼 |
| 37 | LULU | Lululemon Athletica Inc | +0.1% | +105.31% | 加碼 |
| 38 | XLE | Ss Energy Select Sector | +0.1% | +7.18% | 加碼 |
| 39 | AMZN | Amazon.com Inc | +0.1% | +7.36% | 加碼 |
| 40 | MCK | Mckesson CORP | +0.1% | -2.45% | 減碼 |
| 41 | ILMN | Illumina Inc | 0% | +26.72% | 加碼 |
| 42 | MDT | Medtronic plc | 0% | +23.48% | 加碼 |
| 43 | UNH | Unitedhealth Group Inc | 0% | +40.38% | 加碼 |
| 44 | USB | US Bancorp | 0% | +11.07% | 加碼 |
| 45 | PNC | Pnc Financial Services Group | 0% | +6.04% | 加碼 |
| 46 | EMR | Emerson Electric Co | 0% | +21.35% | 加碼 |
| 47 | ISRG | Intuitive Surgical Inc | 0% | +28.64% | 加碼 |
| 48 | DIS | Walt Disney Co/the | 0% | +19.68% | 加碼 |
| 49 | PFF | Ishares Preferred & Income S | 0% | -3.74% | 減碼 |
| 50 | SCHW | Schwab (charles) CORP | 0% | +3.20% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Bank Of Stockton 在 Q1 2026 季度的美股持倉總市值約為 US$3.6億，共申報了 133 個公開持股部位。
在 Q1 2026 季度，Bank Of Stockton 按市值排列的前三大核心持股分別為：IVV (18.4%)、IJH (11.3%)、IJR (4.9%)。其中最大持股部位 IVV 佔據整體投資組合約 18.4% 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
AZN
市值: US$77.7萬
本季最大獲利了結 / 清倉標的
AZNN
前期市值: US$83.3萬
在 Q1 2026 季度中，Bank Of Stockton 共進行了 138 項持倉異動，包含新建倉 14 個部位、加碼 49 個部位、減碼 60 個部位以及清倉 15 個部位。 其中最大新建倉標的為 AZN。 本季清倉部位包含 AZNN。
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。