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: 0001681004
申報總市值
US$3.7億
US$3.7億
61 檔
30.3%
在 Q1 2026 的 13F 官方備案中，Bell Asset Management Ltd 管理的美股投資組合規模來到 US$3.7億，整體持股檔數為 61 檔。
在 Q1 2026 期間，Bell Asset Management Ltd 展現了靈活的資產再平衡步調，透過出清 9 檔弱勢或達到目標價部位，將資金轉置於 11 檔新建倉標的之中。
在資產配置集中度方面，Bell Asset Management Ltd 的前 5 大核心持股（包含 NVDA, MSFT, GOOGL 等）合計佔整體申報市值的 30.3%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | NVDA | Nvidia CORP | 股票-科技 | 9.44% | -0.11% | +11.98% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 6.85% | -1.03% | +19.72% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 6.44% | +0.81% | -6.11% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 5.88% | -2.61% | +12.74% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.83% | -0.27% | -5.32% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 3.71% | +0.32% | +23.16% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.56% | +0.08% | +13.44% | |
| 8 | V | Visa Inc-class A Shares | 股票-金融 | 2.29% | +0.11% | +4.49% | |
| 9 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.78% | -0.16% | +40.90% | |
| 10 | MA | Mastercard Inc - A | 股票-金融 | 1.78% | +0.16% | +6.62% | |
| 11 | AON | Aon plc | 股票-金融 | 1.69% | -0.38% | +11.67% | |
| 12 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.53% | -0.18% | -7.55% | |
| 13 | WM | Waste Management Inc | 股票-工業 | 1.47% | -0.15% | -19.17% | |
| 14 | SPGI | S&p Global Inc | 股票-金融 | 1.47% | -0.17% | +11.30% | |
| 15 | NFLX | Netflix Inc | 股票-通訊服務 | 1.41% | +0.07% | +45.37% | |
| 16 | UBER | Uber Technologies Inc | 股票-工業 | 1.40% | -0.31% | +8.97% | |
| 17 | VEEV | Veeva Systems Inc-class A | 股票-醫療保健 | 1.39% | -0.09% | +45.99% | |
| 18 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.36% | +0.94% | -43.23% | |
| 19 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.29% | -0.03% | -2.12% | |
| 20 | CDNS | Cadence Design Sys Inc | 股票-科技 | 1.28% | -1.28% | EXIT | |
| 21 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.25% | -0.09% | — | |
| 22 | ACN | Accenture plc | 股票-科技 | 1.24% | -0.15% | -12.32% | |
| 23 | TSCO | Tractor Supply Company | 股票-循環性消費 | 1.23% | -0.24% | +16.45% | |
| 24 | SCI | Service CORP International | 股票-循環性消費 | 1.23% | -0.25% | -9.15% | |
| 25 | LPLA | Lpl Financial Holdings Inc | 股票-金融 | 1.21% | -0.03% | +32.78% | |
| 26 | TEL | TE Connectivity plc | 股票-科技 | 1.21% | -0.14% | — | |
| 27 | ZTS | Zoetis Inc | 股票-醫療保健 | 1.19% | -0.52% | -2.17% | |
| 28 | ORCL | Oracle CORP | 股票-科技 | 1.18% | -0.21% | -8.26% | |
| 29 | MANH | Manhattan Associates Inc | 股票-科技 | 1.15% | -0.24% | +32.33% | |
| 30 | DKS | Dick's Sporting Goods Inc | 股票-循環性消費 | 1.15% | -0.08% | — | |
| 31 | A | Agilent Technologies Inc | 股票-醫療保健 | 1.13% | -0.06% | — | |
| 32 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.10% | +0.30% | — | |
| 33 | CNM | Core & Main Inc-class A | 股票-工業 | 1.08% | -0.11% | -2.18% | |
| 34 | HLI | Houlihan Lokey Inc | 股票-金融 | 1.07% | -0.15% | +10.36% | |
| 35 | NOW | Servicenow Inc | 股票-科技 | 1.07% | -0.26% | — | |
| 36 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 1.05% | -0.02% | +13.45% | |
| 37 | PCTY | Paylocity Holding CORP | 股票-科技 | 1.04% | -0.26% | -11.23% | |
| 38 | MSI | Motorola Solutions Inc | 股票-科技 | 1.03% | +0.11% | -49.69% | |
| 39 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.02% | +0.32% | -11.06% | |
| 40 | ADSK | Autodesk Inc | 股票-科技 | 1.02% | -0.06% | — | |
| 41 | BOOT | Boot Barn Holdings Inc | 股票-循環性消費 | 1.00% | +0.08% | +29.66% | |
| 42 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.00% | -0.06% | -42.43% | |
| 43 | BJ | Bj's Wholesale Club Holdings | 股票-非循環性消費 | 0.99% | -0.18% | -33.25% | |
| 44 | BR | Broadridge Financial Solutio | 股票-科技 | 0.99% | -0.08% | +16.74% | |
| 45 | KEYS | Keysight Technologies In | 股票-科技 | 0.99% | -0.99% | EXIT | |
| 46 | GWW | Ww Grainger Inc | 股票-工業 | 0.98% | -0.98% | EXIT | |
| 47 | COR | Cencora Inc | 股票-醫療保健 | 0.97% | +0.17% | +3.88% | |
| 48 | POOL | Pool CORP | 股票-工業 | 0.97% | -0.97% | EXIT | |
| 49 | CDW | Cdw Corp/de | 股票-科技 | 0.95% | +0.12% | — | |
| 50 | DXCM | Dexcom Inc | 股票-醫療保健 | 0.92% | -0.02% | -20.17% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.2% | +11.98% | 加碼 |
| 2 | AAPL | Apple Inc | +0.8% | +12.74% | 加碼 |
| 3 | AVGO | Broadcom Inc | +0.6% | +23.16% | 加碼 |
| 4 | NFLX | Netflix Inc | +0.5% | +45.37% | 加碼 |
| 5 | TMO | Thermo Fisher Scientific Inc | +0.4% | +40.90% | 加碼 |
| 6 | JPM | Jpmorgan Chase & Co | +0.3% | +13.44% | 加碼 |
| 7 | VEEV | Veeva Systems Inc-class A | +0.3% | +45.99% | 加碼 |
| 8 | LPLA | Lpl Financial Holdings Inc | +0.2% | +32.78% | 加碼 |
| 9 | AON | Aon plc | +0.2% | +11.67% | 加碼 |
| 10 | TSCO | Tractor Supply Company | +0.2% | +16.45% | 加碼 |
| 11 | BOOT | Boot Barn Holdings Inc | +0.2% | +29.66% | 加碼 |
| 12 | COST | Costco Wholesale CORP | +0.1% | -2.09% | 減碼 |
| 13 | MANH | Manhattan Associates Inc | +0.1% | +32.33% | 加碼 |
| 14 | UBER | Uber Technologies Inc | +0.1% | +8.97% | 加碼 |
| 15 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -11.06% | 減碼 |
| 16 | SCI | Service CORP International | +0.1% | -9.15% | 減碼 |
| 17 | MSFT | Microsoft CORP | +0.1% | +19.72% | 加碼 |
| 18 | COR | Cencora Inc | +0.1% | +3.88% | 加碼 |
| 19 | MA | Mastercard Inc - A | 0% | +6.62% | 加碼 |
| 20 | CNM | Core & Main Inc-class A | 0% | -2.18% | 減碼 |
| 21 | ZTS | Zoetis Inc | — | -2.17% | 減碼 |
| 22 | HLI | Houlihan Lokey Inc | — | +10.36% | 加碼 |
| 23 | SPGI | S&p Global Inc | 0% | +11.30% | 加碼 |
| 24 | MTD | Mettler-toledo International | 0% | -2.04% | 減碼 |
| 25 | BKNG | Booking Holdings Inc | 0% | +13.45% | 加碼 |
| 26 | CSCO | Cisco Systems Inc | 0% | -12.42% | 減碼 |
| 27 | V | Visa Inc-class A Shares | 0% | +4.49% | 加碼 |
| 28 | POOL | Pool CORP | -0.1% | -2.15% | 減碼 |
| 29 | MCO | Moody's CORP | -0.1% | -2.20% | 減碼 |
| 30 | MRSH | Marsh & Mclennan Cos | -0.1% | -7.55% | 減碼 |
| 31 | BR | Broadridge Financial Solutio | -0.1% | +16.74% | 加碼 |
| 32 | GWW | Ww Grainger Inc | -0.1% | -22.62% | 減碼 |
| 33 | CPRT | Copart Inc | -0.1% | -2.09% | 減碼 |
| 34 | WM | Waste Management Inc | -0.1% | -19.17% | 減碼 |
| 35 | LLY | Eli Lilly & Co | -0.1% | -10.38% | 減碼 |
| 36 | UNH | Unitedhealth Group Inc | -0.2% | -2.12% | 減碼 |
| 37 | KEYS | Keysight Technologies In | -0.2% | -44.08% | 減碼 |
| 38 | DXCM | Dexcom Inc | -0.2% | -20.17% | 減碼 |
| 39 | MCD | Mcdonald's CORP | -0.2% | -33.41% | 減碼 |
| 40 | BJ | Bj's Wholesale Club Holdings | -0.3% | -33.25% | 減碼 |
| 41 | WMS | Advanced Drainage Systems In | -0.3% | -35.42% | 減碼 |
| 42 | AMZN | Amazon.com Inc | -0.3% | -5.32% | 減碼 |
| 43 | MSCI | Msci Inc | -0.3% | -29.32% | 減碼 |
| 44 | GOOGL | Alphabet Inc-cl A | -0.4% | -6.11% | 減碼 |
| 45 | ORCL | Oracle CORP | -0.4% | -8.26% | 減碼 |
| 46 | PCTY | Paylocity Holding CORP | -0.5% | -11.23% | 減碼 |
| 47 | ACN | Accenture plc | -0.5% | -12.32% | 減碼 |
| 48 | PG | Procter & Gamble Co/the | -0.6% | -42.43% | 減碼 |
| 49 | MSI | Motorola Solutions Inc | -0.6% | -49.69% | 減碼 |
| 50 | META | Meta Platforms Inc-class A | -1.2% | -43.23% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Bell Asset Management Ltd 在 Q1 2026 季度的美股持倉總市值約為 US$3.7億，共申報了 61 個公開持股部位。
在 Q1 2026 季度，Bell Asset Management Ltd 按市值排列的前三大核心持股分別為：NVDA (9.4%)、MSFT (6.8%)、GOOGL (6.4%)。其中最大持股部位 NVDA 佔據整體投資組合約 9.4% 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
CDNS
市值: US$434.8萬
本季最大獲利了結 / 清倉標的
HD
前期市值: US$477.4萬
在 Q1 2026 季度中，Bell Asset Management Ltd 共進行了 70 項持倉異動，包含新建倉 11 個部位、加碼 21 個部位、減碼 29 個部位以及清倉 9 個部位。 其中最大新建倉標的為 CDNS。 本季清倉部位包含 HD。
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。