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: 0001096783
申報總市值
US$8.6億
US$8.6億
166 檔
25.7%
截至 Q1 2026 季度末，Baxter Bros Inc 的美股持倉估值約為 US$8.6億，全數申報部位共有 166 檔。
Baxter Bros Inc 在 Q1 2026 的調整主要集中於風險出清，清倉與減碼部位合計達 98 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
檢視投資組合結構，前 5 大主力部位（包含 BRK-B, MSFT, XOM）占據了總市值的 25.7%，展現出該機構在 Q1 2026 的重點資金聚焦與風險分佈特徵。
| # | 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 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 8.04% | -0.01% | -0.52% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.94% | -0.27% | -0.45% | |
| 3 | XOM | Exxon Mobil CORP | 股票-能源 | 5.72% | -1.42% | -0.94% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 4.16% | +0.52% | -2.81% | |
| 5 | V | Visa Inc-class A Shares | 股票-金融 | 3.52% | +0.22% | +0.84% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.31% | +0.49% | -3.46% | |
| 7 | INTU | Intuit Inc | 股票-科技 | 3.11% | -1.42% | -3.04% | |
| 8 | AXP | American Express Co | 股票-金融 | 2.99% | +0.24% | +2.07% | |
| 9 | UNP | Union Pacific CORP | 股票-工業 | 2.79% | +0.13% | -2.06% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.76% | +0.15% | -2.67% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.68% | -0.16% | -0.23% | |
| 12 | RTX | Rtx CORP | 股票-工業 | 2.04% | -0.17% | -9.92% | |
| 13 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.99% | +0.17% | +6.94% | |
| 14 | ADP | Automatic Data Processing | 股票-科技 | 1.97% | -0.07% | -1.47% | |
| 15 | MA | Mastercard Inc - A | 股票-金融 | 1.93% | -0.07% | -0.93% | |
| 16 | MS | Morgan Stanley | 股票-金融 | 1.89% | +0.34% | -1.99% | |
| 17 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.75% | +0.05% | +8.92% | |
| 18 | CVX | Chevron CORP | 股票-能源 | 1.66% | -0.43% | -4.91% | |
| 19 | QCOM | Qualcomm Inc | 股票-科技 | 1.56% | +0.50% | -3.29% | |
| 20 | NFLX | Netflix Inc | 股票-通訊服務 | 1.54% | -0.48% | -9.06% | |
| 21 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.52% | -0.09% | -1.76% | |
| 22 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.50% | +0.16% | -3.60% | |
| 23 | GE | General Electric | 股票-工業 | 1.49% | +0.35% | -0.13% | |
| 24 | HON | Honeywell International Inc | 股票-工業 | 1.25% | -1.25% | EXIT | |
| 25 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.23% | -0.04% | -1.02% | |
| 26 | VIGI | Vanguard Int Div App Indx Fd | ETF-其他 | 1.16% | +0.24% | +14.02% | |
| 27 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.13% | -0.04% | -3.53% | |
| 28 | GEV | GE Vernova Inc | 股票-工業 | 1.12% | +0.29% | -0.01% | |
| 29 | PAYX | Paychex Inc | 股票-科技 | 1.03% | -0.04% | -3.40% | |
| 30 | WFC | Wells Fargo & Co | 股票-金融 | 1.02% | -0.04% | -0.40% | |
| 31 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.86% | — | -4.22% | |
| 32 | AAPL | Apple Inc | 股票-科技 | 0.85% | +0.06% | -1.41% | |
| 33 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.78% | -0.01% | -1.43% | |
| 34 | HD | Home Depot Inc | 股票-循環性消費 | 0.76% | +0.04% | -1.81% | |
| 35 | CB | Chubb Limited | 股票-金融 | 0.72% | +0.02% | +6.69% | |
| 36 | BX | Blackstone Inc | 股票-金融 | 0.68% | +0.16% | +77.85% | |
| 37 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.66% | -0.08% | -2.03% | |
| 38 | TXN | Texas Instruments Inc | 股票-科技 | 0.64% | +0.27% | -0.80% | |
| 39 | MKL | Markel Group Inc | 股票-金融 | 0.62% | -0.03% | +3.00% | |
| 40 | NSC | Norfolk Southern CORP | 股票-工業 | 0.62% | -0.05% | -2.44% | |
| 41 | WRB | Wr Berkley CORP | 股票-金融 | 0.59% | — | -6.49% | |
| 42 | UBER | Uber Technologies Inc | 股票-工業 | 0.58% | — | +66.99% | |
| 43 | LHX | L3harris Technologies Inc | 股票-工業 | 0.56% | -0.12% | -6.99% | |
| 44 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.53% | +0.13% | -4.39% | |
| 45 | PSX | Phillips 66 | 股票-能源 | 0.51% | -0.07% | -6.12% | |
| 46 | CSX | Csx CORP | 股票-工業 | 0.50% | +0.04% | +0.01% | |
| 47 | TRP | Tc Energy CORP | 股票-能源 | 0.49% | — | -2.00% | |
| 48 | MAR | Marriott International -cl A | 股票-循環性消費 | 0.45% | +0.02% | -3.36% | |
| 49 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.44% | -0.06% | -1.80% | |
| 50 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.44% | +0.06% | -1.96% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +1.9% | -0.94% | 減碼 |
| 2 | CVX | Chevron CORP | +0.5% | -4.91% | 減碼 |
| 3 | GEV | GE Vernova Inc | +0.3% | -0.01% | 減碼 |
| 4 | HON | Honeywell International Inc | +0.3% | +0.71% | 加碼 |
| 5 | JNJ | Johnson & Johnson | +0.2% | -1.02% | 減碼 |
| 6 | UNP | Union Pacific CORP | +0.2% | -2.06% | 減碼 |
| 7 | UBER | Uber Technologies Inc | +0.2% | +66.99% | 加碼 |
| 8 | BX | Blackstone Inc | +0.2% | +77.85% | 加碼 |
| 9 | VIGI | Vanguard Int Div App Indx Fd | +0.2% | +14.02% | 加碼 |
| 10 | PSX | Phillips 66 | +0.2% | -6.12% | 減碼 |
| 11 | SCHW | Schwab (charles) CORP | +0.2% | +8.92% | 加碼 |
| 12 | COST | Costco Wholesale CORP | +0.1% | -2.03% | 減碼 |
| 13 | CB | Chubb Limited | +0.1% | +6.69% | 加碼 |
| 14 | LMT | Lockheed Martin CORP | +0.1% | -2.99% | 減碼 |
| 15 | KMI | Kinder Morgan, Inc. | +0.1% | -1.80% | 減碼 |
| 16 | TXN | Texas Instruments Inc | +0.1% | -0.80% | 減碼 |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -0.52% | 減碼 |
| 18 | CSX | Csx CORP | +0.1% | +0.01% | 加碼 |
| 19 | NVDA | Nvidia CORP | +0.1% | +56.75% | 加碼 |
| 20 | TRP | Tc Energy CORP | +0.1% | -2.00% | 減碼 |
| 21 | LHX | L3harris Technologies Inc | +0.1% | -6.99% | 減碼 |
| 22 | KO | Coca-cola Co/the | +0.1% | -4.22% | 減碼 |
| 23 | PG | Procter & Gamble Co/the | +0.1% | -1.76% | 減碼 |
| 24 | AMZN | Amazon.com Inc | +0.1% | +6.94% | 加碼 |
| 25 | BKR | Baker Hughes Co | +0.1% | +5.80% | 加碼 |
| 26 | ETN | Eaton Corporation plc | +0.1% | +6.68% | 加碼 |
| 27 | FDX | Fedex CORP | +0.1% | -2.15% | 減碼 |
| 28 | PANW | Palo Alto Networks Inc | +0.1% | +38.55% | 加碼 |
| 29 | DE | Deere & Co | +0.1% | — | 不變 |
| 30 | APD | Air Products & Chemicals Inc | +0.1% | -6.87% | 減碼 |
| 31 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -1.42% | 減碼 |
| 32 | VVV | Valvoline Inc | 0% | +35.84% | 加碼 |
| 33 | NUE | Nucor CORP | 0% | +89.38% | 加碼 |
| 34 | VIG | Vanguard Dividend Apprec ETF | 0% | +16.88% | 加碼 |
| 35 | MAR | Marriott International -cl A | 0% | -3.36% | 減碼 |
| 36 | SOLS | Solstice Adv Materials Inc | 0% | -12.16% | 減碼 |
| 37 | TOST | Toast Inc-class A | 0% | +74.80% | 加碼 |
| 38 | INTC | Intel CORP | 0% | — | 不變 |
| 39 | IBB | Ishares Biotechnology ETF | 0% | +45.94% | 加碼 |
| 40 | CTVA | Corteva Inc | 0% | -2.30% | 減碼 |
| 41 | PFE | Pfizer Inc | 0% | -0.55% | 減碼 |
| 42 | SHW | Sherwin-williams Co/the | 0% | -1.43% | 減碼 |
| 43 | PEP | Pepsico Inc | 0% | -0.09% | 減碼 |
| 44 | TXT | Textron Inc | 0% | -0.01% | 減碼 |
| 45 | BNY | Bank Of New York Mellon CORP | 0% | -1.96% | 減碼 |
| 46 | RTX | Rtx CORP | 0% | -9.92% | 減碼 |
| 47 | BP | Bp Plc-spons Adr | 0% | — | 不變 |
| 48 | NSC | Norfolk Southern CORP | 0% | -2.44% | 減碼 |
| 49 | MRK | Merck & Co. Inc. | 0% | -3.04% | 減碼 |
| 50 | COP | Conocophillips | 0% | -19.06% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Baxter Bros Inc 在 Q1 2026 季度的美股持倉總市值約為 US$8.6億，共申報了 166 個公開持股部位。
在 Q1 2026 季度，Baxter Bros Inc 按市值排列的前三大核心持股分別為：BRK-B (8.0%)、MSFT (5.9%)、XOM (5.7%)。其中最大持股部位 BRK-B 佔據整體投資組合約 8.0% 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
SCHF
市值: US$61.9萬
本季最大獲利了結 / 清倉標的
FCX
前期市值: US$76.4萬
在 Q1 2026 季度中，Baxter Bros Inc 共進行了 134 項持倉異動，包含新建倉 10 個部位、加碼 26 個部位、減碼 89 個部位以及清倉 9 個部位。 其中最大新建倉標的為 SCHF。 本季清倉部位包含 FCX。
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。