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: 0000313028
申報總市值
US$329.8億
US$329.8億
377 檔
12.7%
截至 Q1 2026 季度末，Barrow Hanley Mewhinney & Strauss LLC 的美股持倉估值約為 US$329.8億，全數申報部位共有 377 檔。
Q1 2026 的申報記錄反映 Barrow Hanley Mewhinney & Strauss LLC 的板塊替換策略：機構本季推動了 92 筆增持與 100 筆減持，籌碼呈現明顯的結構重組。
整體而言，Barrow Hanley Mewhinney & Strauss LLC 的前 5 大持股（包含 MRK, CVX, GEHC）貢獻了組合市值的 12.7%，形成該機構在 Q1 2026 季度的基本面基石。
僅顯示前 200 大持股（共 377 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 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 3.12% | -0.26% | +1.60% | |
| 2 | CVX | Chevron CORP | 股票-能源 | 2.87% | -1.00% | +4.69% | |
| 3 | GEHC | GE Healthcare Technology | 股票-醫療保健 | 2.77% | -0.16% | +82.66% | |
| 4 | CCL1EUR | Carnival CORP LTD | 股票-循環性消費 | 2.51% | -2.51% | EXIT | |
| 5 | ETR | Entergy CORP | 股票-公用事業 | 2.46% | -0.54% | -11.67% | |
| 6 | PR | Permian Resources Corp-cl A | 股票-能源 | 2.42% | -1.25% | +11.85% | |
| 7 | PNW | Pinnacle West Capital | 股票-公用事業 | 2.31% | -0.18% | +4.74% | |
| 8 | XOM | Exxon Mobil CORP | 股票-能源 | 2.25% | -0.83% | -2.14% | |
| 9 | MCHP | Microchip Technology Inc | 股票-科技 | 2.24% | -0.61% | +3.93% | |
| 10 | HPE | Hewlett Packard Enterprise | 股票-科技 | 2.21% | +0.90% | +56.98% | |
| 11 | ENTG | Entegris Inc | 股票-科技 | 2.10% | -0.63% | -19.71% | |
| 12 | APD | Air Products & Chemicals Inc | 股票-原物料 | 2.09% | -0.27% | +2.93% | |
| 13 | FCX | Freeport-mcmoran Inc | 股票-原物料 | 1.89% | +0.01% | +169.30% | |
| 14 | KDP | Keurig Dr Pepper Inc | 股票-非循環性消費 | 1.89% | +0.44% | +2.94% | |
| 15 | BAC | Bank Of America CORP | 股票-金融 | 1.79% | -0.03% | -2.37% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.68% | -0.20% | -2.21% | |
| 17 | PSA | Public Storage | 股票-房地產 | 1.67% | +0.02% | +4.96% | |
| 18 | PCG | P G & E CORP | 股票-公用事業 | 1.67% | -0.72% | +8.20% | |
| 19 | FTV | Fortive CORP | 股票-科技 | 1.66% | -0.06% | +10.95% | |
| 20 | AXTA | Axalta Coating Systems Ltd. | 股票-原物料 | 1.66% | +0.16% | +4.61% | |
| 21 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.65% | -0.10% | -30.54% | |
| 22 | QCOM | Qualcomm Inc | 股票-科技 | 1.58% | -0.98% | +2.52% | |
| 23 | PLD | Prologis Inc | 股票-房地產 | 1.53% | -1.06% | +0.84% | |
| 24 | XEL | Xcel Energy Inc | 股票-公用事業 | 1.45% | +0.70% | -2.39% | |
| 25 | HAL | Halliburton Co | 股票-能源 | 1.39% | -0.34% | +6.89% | |
| 26 | WYNN | Wynn Resorts LTD | 股票-循環性消費 | 1.21% | -0.24% | -0.98% | |
| 27 | APTV | Aptiv PLC | 股票-循環性消費 | 1.18% | +0.83% | +18.40% | |
| 28 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.18% | +0.66% | +2.94% | |
| 29 | MDT | Medtronic plc | 股票-醫療保健 | 1.16% | -0.27% | -2.51% | |
| 30 | WFC | Wells Fargo & Co | 股票-金融 | 1.10% | -0.15% | -2.71% | |
| 31 | EG | Everest Group, Ltd. | 股票-金融 | 1.10% | -0.04% | +8.43% | |
| 32 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.10% | +0.06% | -2.22% | |
| 33 | PB | Prosperity Bancshares Inc | 股票-金融 | 1.09% | -0.03% | +276.57% | |
| 34 | LPLA | Lpl Financial Holdings Inc | 股票-金融 | 1.08% | -0.20% | -13.31% | |
| 35 | AXP | American Express Co | 股票-金融 | 1.07% | -0.07% | -2.11% | |
| 36 | COHR | Coherent CORP | 股票-科技 | 0.99% | -0.17% | -9.39% | |
| 37 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.95% | +0.02% | -2.21% | |
| 38 | VICI | Vici Properties Inc | 股票-房地產 | 0.95% | -0.24% | -0.99% | |
| 39 | MDU | Mdu Resources Group Inc | 股票-公用事業 | 0.93% | -0.09% | +6.71% | |
| 40 | SNY | Sanofi-adr | 股票-醫療保健 | 0.93% | -0.58% | -15.51% | |
| 41 | ORCL | Oracle CORP | 股票-科技 | 0.91% | +0.01% | +15.91% | |
| 42 | AMT | American Tower CORP | 股票-房地產 | 0.90% | +0.12% | +10.53% | |
| 43 | FIS | Fidelity National Info Serv | 股票-科技 | 0.88% | -0.22% | -9.26% | |
| 44 | PGR | Progressive CORP | 股票-金融 | 0.87% | +0.05% | — | |
| 45 | NEM | Newmont CORP | 股票-原物料 | 0.83% | -0.18% | +8.33% | |
| 46 | ACM | Aecom | 股票-工業 | 0.79% | +0.37% | +44.85% | |
| 47 | WMG | Warner Music Group Corp-cl A | 股票-其他 | 0.78% | -0.05% | +17.92% | |
| 48 | JBHT | Hunt (jb) Transprt Svcs Inc | 股票-工業 | 0.76% | +0.11% | -21.87% | |
| 49 | VRT | Vertiv Holdings Co-a | 股票-工業 | 0.75% | -0.75% | EXIT | |
| 50 | BNS | Bank Of Nova Scotia | 股票-金融 | 0.73% | -0.03% | -3.22% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | FCX | Freeport-mcmoran Inc | +1.3% | +169.30% | 加碼 |
| 2 | GEHC | GE Healthcare Technology | +1% | +82.66% | 加碼 |
| 3 | PR | Permian Resources Corp-cl A | +1% | +11.85% | 加碼 |
| 4 | CVX | Chevron CORP | +0.8% | +4.69% | 加碼 |
| 5 | PB | Prosperity Bancshares Inc | +0.8% | +276.57% | 加碼 |
| 6 | HPE | Hewlett Packard Enterprise | +0.8% | +56.98% | 加碼 |
| 7 | XOM | Exxon Mobil CORP | +0.6% | -2.14% | 減碼 |
| 8 | HAL | Halliburton Co | +0.4% | +6.89% | 加碼 |
| 9 | MRK | Merck & Co. Inc. | +0.4% | +1.60% | 加碼 |
| 10 | PNW | Pinnacle West Capital | +0.3% | +4.74% | 加碼 |
| 11 | APD | Air Products & Chemicals Inc | +0.3% | +2.93% | 加碼 |
| 12 | JEF | Jefferies Financial Group In | +0.3% | +182.10% | 加碼 |
| 13 | GPGI | Gpgi Inc | +0.3% | +2775.71% | 加碼 |
| 14 | Q | Qnity Electronics Inc | +0.3% | +29.66% | 加碼 |
| 15 | PCG | P G & E CORP | +0.2% | +8.20% | 加碼 |
| 16 | ENTG | Entegris Inc | +0.2% | -19.71% | 減碼 |
| 17 | DAR | Darling Ingredients Inc | +0.2% | -0.66% | 減碼 |
| 18 | ACM | Aecom | +0.2% | +44.85% | 加碼 |
| 19 | PSX | Phillips 66 | +0.2% | -3.53% | 減碼 |
| 20 | ICHR | Ichor Holdings, Ltd. | +0.2% | -11.09% | 減碼 |
| 21 | FTV | Fortive CORP | +0.1% | +10.95% | 加碼 |
| 22 | RRX | Regal Rexnord CORP | +0.1% | +59.11% | 加碼 |
| 23 | ETR | Entergy CORP | +0.1% | -11.67% | 減碼 |
| 24 | COHR | Coherent CORP | +0.1% | -9.39% | 減碼 |
| 25 | KNF | Knife River CORP | +0.1% | +15.58% | 加碼 |
| 26 | PSA | Public Storage | +0.1% | +4.96% | 加碼 |
| 27 | SXI | Standex International CORP | +0.1% | +20.67% | 加碼 |
| 28 | NEM | Newmont CORP | +0.1% | +8.33% | 加碼 |
| 29 | CON | Concentra Group Holdings Par | +0.1% | +79.03% | 加碼 |
| 30 | PENG | Penguin Solutions Inc | +0.1% | +2932722.95% | 加碼 |
| 31 | MDU | Mdu Resources Group Inc | +0.1% | +6.71% | 加碼 |
| 32 | PAGP | Plains Gp Holdings Lp-cl A | +0.1% | +4.44% | 加碼 |
| 33 | MCHP | Microchip Technology Inc | +0.1% | +3.93% | 加碼 |
| 34 | SYNA | Synaptics Inc | +0.1% | +391904.55% | 加碼 |
| 35 | APTV | Aptiv PLC | +0.1% | +18.40% | 加碼 |
| 36 | CACI | Caci International Inc -cl A | +0.1% | +16.69% | 加碼 |
| 37 | AMT | American Tower CORP | +0.1% | +10.53% | 加碼 |
| 38 | AIR | Aar CORP | +0.1% | +4.61% | 加碼 |
| 39 | JD | Jd.com Inc-adr | +0.1% | +14.54% | 加碼 |
| 40 | AIN | Albany Intl Corp-cl A | +0.1% | +59.41% | 加碼 |
| 41 | XEL | Xcel Energy Inc | +0.1% | -2.39% | 減碼 |
| 42 | CNP | Centerpoint Energy Inc | +0.1% | +0.75% | 加碼 |
| 43 | IQ | Iqiyi Inc-adr | +0.1% | +312.01% | 加碼 |
| 44 | VPG | Vishay Precision Group | +0.1% | +114.16% | 加碼 |
| 45 | PLD | Prologis Inc | 0% | +0.84% | 加碼 |
| 46 | ATI | Ati Inc | 0% | -8.79% | 減碼 |
| 47 | BWXT | Bwx Technologies Inc | 0% | -2.31% | 減碼 |
| 48 | EG | Everest Group, Ltd. | 0% | +8.43% | 加碼 |
| 49 | ENB | Enbridge Inc | 0% | -0.83% | 減碼 |
| 50 | WCC | Wesco International Inc | 0% | -3.96% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Barrow Hanley Mewhinney & Strauss LLC 在 Q1 2026 季度的美股持倉總市值約為 US$329.8億，共申報了 377 個公開持股部位。
在 Q1 2026 季度，Barrow Hanley Mewhinney & Strauss LLC 按市值排列的前三大核心持股分別為：MRK (3.1%)、CVX (2.9%)、GEHC (2.8%)。其中最大持股部位 MRK 佔據整體投資組合約 3.1% 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
PGR
市值: US$2.6億
本季最大獲利了結 / 清倉標的
AIG
前期市值: US$6.4億
在 Q1 2026 季度中，Barrow Hanley Mewhinney & Strauss LLC 共進行了 192 項持倉異動，包含新建倉 21 個部位、加碼 71 個部位、減碼 81 個部位以及清倉 19 個部位。 其中最大新建倉標的為 PGR。 本季清倉部位包含 AIG。
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。