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: 0000911274
申報總市值
US$17.3億
US$17.3億
435 檔
15.6%
在 Q1 2026 申報期間，Beese Fulmer Investment Management, Inc.（CIK: 0000911274）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$17.3億，共持有 435 個公開申報部位。
Beese Fulmer Investment Management, Inc. 於 Q1 2026 展現出進攻型調倉步調，本季推動了 56 檔股票的新建倉與 67 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
從部位權重觀察，前 5 大標的（包含 AAPL, MSFT, AVGO）累計市值佔比達 15.6%，是驅動 Beese Fulmer Investment Management, 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 435 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 | AAPL | Apple Inc | 股票-科技 | 5.24% | +0.14% | -0.35% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.40% | -0.30% | +0.62% | |
| 3 | AVGO | Broadcom Inc | 股票-科技 | 3.34% | +0.25% | +0.23% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.80% | +0.31% | -1.08% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.52% | +0.10% | +1.79% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.25% | +0.20% | -4.12% | |
| 7 | XOM | Exxon Mobil CORP | 股票-能源 | 2.22% | -2.22% | EXIT | |
| 8 | RTX | Rtx CORP | 股票-工業 | 2.18% | -0.24% | -0.92% | |
| 9 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.13% | -0.12% | -2.29% | |
| 10 | MA | Mastercard Inc - A | 股票-金融 | 2.12% | -0.15% | -1.05% | |
| 11 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.00% | -0.30% | -49.94% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.86% | -0.11% | -3.46% | |
| 13 | DELL | Dell Technologies -c | 股票-科技 | 1.85% | +2.23% | +0.18% | |
| 14 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.84% | -0.27% | +1.86% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.78% | +0.02% | +0.23% | |
| 16 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 1.74% | -0.19% | -1.03% | |
| 17 | KLAC | Kla CORP | 股票-科技 | 1.64% | +1.07% | -2.60% | |
| 18 | CMI | Cummins Inc | 股票-工業 | 1.51% | +0.28% | -0.42% | |
| 19 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.40% | +0.10% | +1.46% | |
| 20 | NVDA | Nvidia CORP | 股票-科技 | 1.40% | +0.08% | +328.02% | |
| 21 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.36% | -0.12% | -48.63% | |
| 22 | NFLX | Netflix Inc | 股票-通訊服務 | 1.32% | -0.41% | +3.67% | |
| 23 | CVX | Chevron CORP | 股票-能源 | 1.30% | -0.35% | -1.51% | |
| 24 | CB | Chubb Limited | 股票-金融 | 1.28% | -0.05% | -49.56% | |
| 25 | PM | Philip Morris International | 股票-非循環性消費 | 1.26% | — | -49.82% | |
| 26 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 1.24% | +0.43% | +11.27% | |
| 27 | MU | Micron Technology Inc | 股票-科技 | 1.20% | +1.78% | +8.29% | |
| 28 | ANET | Arista Networks Inc | 股票-科技 | 1.19% | +0.30% | +1.20% | |
| 29 | ETN | Eaton Corporation plc | 股票-工業 | 1.19% | +0.12% | -0.20% | |
| 30 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.14% | -0.12% | +1.08% | |
| 31 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.13% | -0.22% | -50.15% | |
| 32 | ICE | Intercontinental Exchange In | 股票-金融 | 1.04% | -0.30% | +2.04% | |
| 33 | LIN | Linde plc | 股票-原物料 | 1.01% | -0.05% | +0.15% | |
| 34 | SYK | Stryker CORP | 股票-醫療保健 | 0.99% | -0.06% | +2.70% | |
| 35 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.92% | — | +4.04% | |
| 36 | IBM | Intl Business Machines CORP | 股票-科技 | 0.90% | +0.09% | +440.44% | |
| 37 | BSX | Boston Scientific CORP | 股票-醫療保健 | 0.88% | -0.86% | -1.03% | |
| 38 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.86% | +0.08% | +2.77% | |
| 39 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.84% | -0.05% | -0.54% | |
| 40 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 0.83% | +0.03% | +1.27% | |
| 41 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.82% | -0.10% | -50.77% | |
| 42 | UNP | Union Pacific CORP | 股票-工業 | 0.75% | +0.01% | +0.62% | |
| 43 | CAT | Caterpillar Inc | 股票-工業 | 0.74% | +0.23% | -1.46% | |
| 44 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.72% | -0.15% | +0.19% | |
| 45 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-其他 | 0.70% | -0.07% | +201.34% | |
| 46 | HD | Home Depot Inc | 股票-循環性消費 | 0.69% | -0.02% | +0.31% | |
| 47 | TDG | Transdigm Group Inc | 股票-工業 | 0.68% | +0.03% | +2.61% | |
| 48 | AON | Aon plc | 股票-金融 | 0.65% | -0.03% | +5.73% | |
| 49 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.63% | -0.15% | -5.24% | |
| 50 | DHI | Dr Horton Inc | 股票-循環性消費 | 0.60% | +0.08% | +1.45% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1% | +328.02% | 加碼 |
| 2 | IBM | Intl Business Machines CORP | +0.7% | +440.44% | 加碼 |
| 3 | XOM | Exxon Mobil CORP | +0.6% | -50.84% | 減碼 |
| 4 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | +0.5% | +201.34% | 加碼 |
| 5 | DELL | Dell Technologies -c | +0.4% | +0.18% | 加碼 |
| 6 | CVX | Chevron CORP | +0.3% | -1.51% | 減碼 |
| 7 | JNJ | Johnson & Johnson | +0.3% | -2.29% | 減碼 |
| 8 | MU | Micron Technology Inc | +0.3% | +8.29% | 加碼 |
| 9 | COST | Costco Wholesale CORP | +0.2% | -49.94% | 減碼 |
| 10 | KLAC | Kla CORP | +0.2% | -2.60% | 減碼 |
| 11 | LIN | Linde plc | +0.1% | +0.15% | 加碼 |
| 12 | CAT | Caterpillar Inc | +0.1% | -1.46% | 減碼 |
| 13 | EOG | Eog Resources Inc | +0.1% | -3.60% | 減碼 |
| 14 | ETN | Eaton Corporation plc | +0.1% | -0.20% | 減碼 |
| 15 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | +11.27% | 加碼 |
| 16 | TJX | Tjx Companies Inc | +0.1% | +1.86% | 加碼 |
| 17 | CW | Curtiss-wright CORP | +0.1% | -3.97% | 減碼 |
| 18 | IBDT | Ishares Ibonds Dec 2028 ETF | +0.1% | +37.44% | 加碼 |
| 19 | GEV | GE Vernova Inc | +0.1% | +7.11% | 加碼 |
| 20 | NOC | Northrop Grumman CORP | +0.1% | -0.72% | 減碼 |
| 21 | RTX | Rtx CORP | +0.1% | -0.92% | 減碼 |
| 22 | NFLX | Netflix Inc | +0.1% | +3.67% | 加碼 |
| 23 | KO | Coca-cola Co/the | +0.1% | -0.54% | 減碼 |
| 24 | WMT | Walmart Inc | +0.1% | +12.81% | 加碼 |
| 25 | DE | Deere & Co | +0.1% | +1.35% | 加碼 |
| 26 | CB | Chubb Limited | +0.1% | -49.56% | 減碼 |
| 27 | HSY | Hershey Co/the | +0.1% | -50.07% | 減碼 |
| 28 | FCX | Freeport-mcmoran Inc | +0.1% | +3.24% | 加碼 |
| 29 | FDX | Fedex CORP | +0.1% | +5.15% | 加碼 |
| 30 | MPC | Marathon Petroleum CORP | +0.1% | +13.18% | 加碼 |
| 31 | CMI | Cummins Inc | 0% | -0.42% | 減碼 |
| 32 | RSP | Invesco S&p 500 Equal Weight | 0% | +13.76% | 加碼 |
| 33 | VTIP | Vanguard Short-term Tips | 0% | +209.62% | 加碼 |
| 34 | IWR | Ishares Russell Mid-cap ETF | 0% | +74.59% | 加碼 |
| 35 | PSX | Phillips 66 | 0% | -1.11% | 減碼 |
| 36 | UNP | Union Pacific CORP | 0% | +0.62% | 加碼 |
| 37 | IJR | Ishares Core S&p Small-cap E | 0% | +5.21% | 加碼 |
| 38 | VZ | Verizon Communications Inc | 0% | +20.54% | 加碼 |
| 39 | BMY | Bristol-myers Squibb Co | 0% | +14.17% | 加碼 |
| 40 | FIX | Comfort Systems USA Inc | 0% | +30.81% | 加碼 |
| 41 | PH | Parker Hannifin CORP | 0% | +111.58% | 加碼 |
| 42 | IJH | Ishares Core S&p Midcap ETF | 0% | +6.76% | 加碼 |
| 43 | APD | Air Products & Chemicals Inc | 0% | +2.83% | 加碼 |
| 44 | BIIB | Biogen Inc | 0% | +111.40% | 加碼 |
| 45 | JNJ | Johnson & Johnson | 0% | +25.35% | 加碼 |
| 46 | BKNG | Booking Holdings Inc | 0% | +169.12% | 加碼 |
| 47 | WDC | Western Digital CORP | 0% | +40.14% | 加碼 |
| 48 | PCG | P G & E CORP | 0% | +45.89% | 加碼 |
| 49 | PM | Philip Morris International | 0% | -49.82% | 減碼 |
| 50 | IVE | Ishares S&p 500 Value ETF | 0% | +4.04% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Beese Fulmer Investment Management, Inc. 在 Q1 2026 季度的美股持倉總市值約為 US$17.3億，共申報了 435 個公開持股部位。
在 Q1 2026 季度，Beese Fulmer Investment Management, Inc. 按市值排列的前三大核心持股分別為：AAPL (5.2%)、MSFT (3.4%)、AVGO (3.3%)。其中最大持股部位 AAPL 佔據整體投資組合約 5.2% 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
LITE
市值: US$286.7萬
本季最大獲利了結 / 清倉標的
APP
前期市值: US$216.2萬
在 Q1 2026 季度中，Beese Fulmer Investment Management, Inc. 共進行了 200 項持倉異動，包含新建倉 56 個部位、加碼 67 個部位、減碼 49 個部位以及清倉 28 個部位。 其中最大新建倉標的為 LITE。 本季清倉部位包含 APP。
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。