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: 0000887602
申報總市值
US$3.7億
US$3.7億
707 檔
29.0%
在 Q2 2026 的 13F 官方備案中，Barrett & Company, Inc. 管理的美股投資組合規模來到 US$3.7億，整體持股檔數為 707 檔。
Q2 2026 數據顯示 Barrett & Company, Inc. 積極進場，新開立 22 個部位並同步加碼 112 檔個股，反映機構在該季度的資金注入與籌碼積累。
從部位權重觀察，前 5 大標的（包含 VTI, IVW, USMV）累計市值佔比達 29.0%，是驅動 Barrett & Company, Inc. 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 707 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 10.75% | -0.47% | +6.97% | |
| 2 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 6.37% | -0.23% | +5.38% | |
| 3 | USMV | Ishares Msci USA Min Vol Fac | ETF-其他 | 5.18% | -0.01% | +7.75% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 4.59% | +0.57% | +26.75% | |
| 5 | ILCV | Ishares Morningstar Value Et | ETF-其他 | 2.78% | -0.07% | +4.83% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.71% | +0.14% | +3.13% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 2.57% | +0.08% | +14.77% | |
| 8 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 2.48% | -0.34% | +4.51% | |
| 9 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.46% | -0.15% | +60.23% | |
| 10 | XT | Ishar Fture Exp Tech Etf-usd | ETF-科技型 | 2.38% | -0.08% | +9.32% | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.26% | -0.21% | +8.64% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.08% | -0.04% | +6.93% | |
| 13 | FVD | First Trust Value Line Dvd | ETF-其他 | 1.98% | -0.11% | +8.96% | |
| 14 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.87% | -0.23% | +3.04% | |
| 15 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 1.80% | -0.20% | +5.06% | |
| 16 | VUG | Vanguard Growth ETF | ETF-其他 | 1.73% | +0.03% | +495.78% | |
| 17 | VTV | Vanguard Value ETF | ETF-其他 | 1.55% | -0.03% | +0.07% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.51% | +0.05% | +2.82% | |
| 19 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.35% | +0.92% | -24.47% | |
| 20 | FTCS | First Trust Capital Strength | ETF-其他 | 1.31% | -0.09% | +0.98% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.22% | -0.03% | -0.53% | |
| 22 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.18% | -1.18% | EXIT | |
| 23 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 1.18% | +0.16% | +20.77% | |
| 24 | CGGR | Cap Group Growth Equity | ETF-其他 | 1.10% | -0.04% | +11.04% | |
| 25 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.99% | +0.12% | +10.38% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.91% | +0.01% | +3.91% | |
| 27 | XOM | Exxon Mobil CORP | 股票-能源 | 0.86% | -0.86% | EXIT | |
| 28 | MSFT | Microsoft CORP | 股票-科技 | 0.83% | +0.26% | +6.80% | |
| 29 | HWM | Howmet Aerospace Inc | 股票-工業 | 0.77% | -0.22% | +5.04% | |
| 30 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.74% | -0.02% | -0.08% | |
| 31 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-其他 | 0.74% | -0.07% | +0.70% | |
| 32 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.68% | +3.68% | +8.82% | |
| 33 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.61% | -0.06% | +14.89% | |
| 34 | MTB | M & T Bank CORP | 股票-金融 | 0.60% | -0.09% | -0.52% | |
| 35 | NEWT | Newtekone Inc | 股票-其他 | 0.54% | -0.24% | +16.86% | |
| 36 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-其他 | 0.50% | +0.16% | +17.79% | |
| 37 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-大型股與成長 | 0.44% | -0.03% | +9.09% | |
| 38 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.42% | -0.01% | +0.01% | |
| 39 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-其他 | 0.42% | -0.02% | +26.92% | |
| 40 | LDDR | Lifex 2035 Income Bucket ETF | ETF-其他 | 0.39% | -0.03% | +13.06% | |
| 41 | BAC | Bank Of America CORP | 股票-金融 | 0.35% | — | +4.99% | |
| 42 | LMBS | First Trust Low Duration Opp | ETF-其他 | 0.34% | -0.02% | +5.10% | |
| 43 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.33% | -0.01% | +3.12% | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.33% | — | -0.86% | |
| 45 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.33% | -0.06% | +89.23% | |
| 46 | CGDV | Cap Group Dividend Value | ETF-其他 | 0.33% | -0.02% | -4.21% | |
| 47 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.32% | — | -2.38% | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.31% | — | — | |
| 49 | CVX | Chevron CORP | 股票-能源 | 0.31% | +0.06% | -0.72% | |
| 50 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-其他 | 0.31% | -0.08% | +0.13% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +1.2% | NEW | 新建倉 |
| 2 | AMZN | Amazon.com Inc | +0.8% | +60.23% | 加碼 |
| 3 | NVDA | Nvidia CORP | +0.7% | +26.75% | 加碼 |
| 4 | IVW | Ishares S&p 500 Growth ETF | +0.3% | +5.38% | 加碼 |
| 5 | XT | Ishar Fture Exp Tech Etf-usd | +0.2% | +9.32% | 加碼 |
| 6 | LLY | Eli Lilly & Co | +0.2% | +89.23% | 加碼 |
| 7 | AAPL | Apple Inc | +0.2% | +14.77% | 加碼 |
| 8 | HEI | Heico CORP | +0.1% | +74.98% | 加碼 |
| 9 | NEWT | Newtekone Inc | +0.1% | +16.86% | 加碼 |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +92.74% | 加碼 |
| 11 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | +0.1% | +5.06% | 加碼 |
| 12 | IXUS | Ishares Core Intl Stock ETF | +0.1% | +20.77% | 加碼 |
| 13 | MA | Mastercard Inc - A | +0.1% | +137.57% | 加碼 |
| 14 | MU | Micron Technology Inc | +0.1% | -7.01% | 減碼 |
| 15 | STX | Seagate Technology Holdings plc | +0.1% | — | 不變 |
| 16 | IDXX | Idexx Laboratories Inc | +0.1% | +705.56% | 加碼 |
| 17 | HISF | First Tr Hi Inc Strat Foc | +0.1% | +95.04% | 加碼 |
| 18 | LDSF | First Tr Low Duration St-etf | +0.1% | +89.40% | 加碼 |
| 19 | CGGR | Cap Group Growth Equity | +0.1% | +11.04% | 加碼 |
| 20 | IBM | Intl Business Machines CORP | +0.1% | +40.64% | 加碼 |
| 21 | ✓ | +0.1% | NEW | 新建倉 | |
| 22 | ✓ | +0.1% | NEW | 新建倉 | |
| 23 | CGMM | Cap Group Small And Mid Cap | +0.1% | +41.94% | 加碼 |
| 24 | PANW | Palo Alto Networks Inc | +0.1% | +207.56% | 加碼 |
| 25 | QCOM | Qualcomm Inc | +0.1% | +2.26% | 加碼 |
| 26 | IBDV | Ishares Ibonds Dec 2030 CORP | +0.1% | +121.29% | 加碼 |
| 27 | GRNY | Fundstr Gran Sh US Lrg Cap | +0.1% | +53.01% | 加碼 |
| 28 | DOV | Dover CORP | +0.1% | +245.87% | 加碼 |
| 29 | MKL | Markel Group Inc | +0.1% | +875.00% | 加碼 |
| 30 | TER | Teradyne Inc | +0.1% | +53.86% | 加碼 |
| 31 | VRT | Vertiv Holdings Co-a | +0.1% | +153.85% | 加碼 |
| 32 | VTI | Vanguard Total Stock Mkt ETF | 0% | +6.97% | 加碼 |
| 33 | IWD | Ishares Russell 1000 Value E | 0% | +14.89% | 加碼 |
| 34 | IBDU | Ishares Ibonds Dec 2029 Term | 0% | +53.78% | 加碼 |
| 35 | GE | General Electric | 0% | +14.70% | 加碼 |
| 36 | GEV | GE Vernova Inc | 0% | +17.35% | 加碼 |
| 37 | AXON | Axon Enterprise Inc | 0% | NEW | 新建倉 |
| 38 | DHR | Danaher CORP | 0% | +296.67% | 加碼 |
| 39 | TPG | Tpg Inc | 0% | +971.71% | 加碼 |
| 40 | CDNS | Cadence Design Sys Inc | 0% | NEW | 新建倉 |
| 41 | WCMI | Ft Wcm International ETF | 0% | +18.82% | 加碼 |
| 42 | CSCO | Cisco Systems Inc | 0% | -4.68% | 減碼 |
| 43 | LMT | Lockheed Martin CORP | 0% | +91.35% | 加碼 |
| 44 | CVS | Cvs Health CORP | 0% | +9.07% | 加碼 |
| 45 | ISRG | Intuitive Surgical Inc | 0% | +1013.89% | 加碼 |
| 46 | BLK | Blackrock Inc | 0% | +575.00% | 加碼 |
| 47 | CME | Cme Group Inc | 0% | +292.00% | 加碼 |
| 48 | MRVL | Marvell Technology Inc | 0% | — | 不變 |
| 49 | IBTL | Ishares Ibonds Dec 2031 Term | 0% | NEW | 新建倉 |
| 50 | LIN | Linde plc | 0% | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Barrett & Company, Inc. 在 Q2 2026 季度的美股持倉總市值約為 US$3.7億，共申報了 707 個公開持股部位。
在 Q2 2026 季度，Barrett & Company, Inc. 按市值排列的前三大核心持股分別為：VTI (10.8%)、IVW (6.4%)、USMV (5.2%)。其中最大持股部位 VTI 佔據整體投資組合約 10.8% 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
GOOG
市值: US$422.5萬
本季最大獲利了結 / 清倉標的
HON
前期市值: US$37.0萬
在 Q2 2026 季度中，Barrett & Company, Inc. 共進行了 176 項持倉異動，包含新建倉 22 個部位、加碼 112 個部位、減碼 32 個部位以及清倉 10 個部位。 其中最大新建倉標的為 GOOG。 本季清倉部位包含 HON。
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。