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$2.8億
US$2.8億
63 檔
41.9%
在 Q2 2026 申報期間，Bell Asset Management Ltd（CIK: 0001681004）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$2.8億，共持有 63 個公開申報部位。
Q2 2026 數據顯示 Bell Asset Management Ltd 積極進場，新開立 9 個部位並同步加碼 36 檔個股，反映機構在該季度的資金注入與籌碼積累。
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, GOOGL, MSFT 等）合計佔整體申報市值的 41.9%，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 | 9.33% | +0.93% | -5.19% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 7.25% | +0.12% | -0.26% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 5.82% | +1.44% | -6.87% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.56% | +0.15% | -9.01% | |
| 5 | AVGO | Broadcom Inc | 股票-科技 | 4.03% | -0.14% | -1.76% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 3.27% | -0.03% | -46.26% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.64% | -1.26% | +2.50% | |
| 8 | V | Visa Inc-class A Shares | 股票-金融 | 2.40% | -0.85% | +1.68% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.30% | +0.28% | +88.84% | |
| 10 | MA | Mastercard Inc - A | 股票-金融 | 1.94% | -0.52% | +16.92% | |
| 11 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.62% | -0.83% | -1.58% | |
| 12 | NFLX | Netflix Inc | 股票-通訊服務 | 1.48% | +0.05% | +55.30% | |
| 13 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.40% | -0.38% | +21.57% | |
| 14 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 1.35% | -0.35% | +1.79% | |
| 15 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.34% | +0.06% | +1.79% | |
| 16 | ETN | Eaton Corporation plc | 股票-工業 | 1.32% | -0.36% | — | |
| 17 | WM | Waste Management Inc | 股票-工業 | 1.32% | -0.39% | +1.78% | |
| 18 | AON | Aon plc | 股票-金融 | 1.31% | -1.31% | EXIT | |
| 19 | SPGI | S&p Global Inc | 股票-金融 | 1.30% | +0.07% | +1.85% | |
| 20 | VEEV | Veeva Systems Inc-class A | 股票-醫療保健 | 1.30% | -0.23% | +1.81% | |
| 21 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.26% | +0.21% | -29.85% | |
| 22 | WMS | Advanced Drainage Systems In | 股票-工業 | 1.24% | -0.33% | +96.84% | |
| 23 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.20% | -0.28% | — | |
| 24 | APH | Amphenol Corp-cl A | 股票-科技 | 1.20% | +0.07% | — | |
| 25 | LPLA | Lpl Financial Holdings Inc | 股票-金融 | 1.18% | -0.17% | +14.98% | |
| 26 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.16% | -0.01% | +15.43% | |
| 27 | MSI | Motorola Solutions Inc | 股票-科技 | 1.14% | -0.18% | +26.97% | |
| 28 | COR | Cencora Inc | 股票-醫療保健 | 1.14% | -0.24% | +42.65% | |
| 29 | OTIS | Otis Worldwide CORP | 股票-工業 | 1.10% | -1.10% | EXIT | |
| 30 | ACN | Accenture plc | 股票-科技 | 1.09% | -0.28% | +54.04% | |
| 31 | UBER | Uber Technologies Inc | 股票-工業 | 1.09% | -0.15% | -14.65% | |
| 32 | BOOT | Boot Barn Holdings Inc | 股票-循環性消費 | 1.08% | -0.35% | +6.64% | |
| 33 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.08% | -0.13% | +23.61% | |
| 34 | A | Agilent Technologies Inc | 股票-醫療保健 | 1.07% | -0.19% | -10.23% | |
| 35 | TEL | TE Connectivity plc | 股票-科技 | 1.07% | -0.05% | +0.39% | |
| 36 | DKS | Dick's Sporting Goods Inc | 股票-循環性消費 | 1.07% | -0.49% | -10.52% | |
| 37 | MTD | Mettler-toledo International | 股票-醫療保健 | 1.07% | -0.43% | +59.36% | |
| 38 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.07% | -0.06% | +109.74% | |
| 39 | CDW | Cdw Corp/de | 股票-科技 | 1.07% | -0.36% | +6.37% | |
| 40 | MELI | Mercadolibre Inc | 股票-循環性消費 | 1.03% | -0.07% | +70.46% | |
| 41 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 1.03% | +0.02% | +2436.85% | |
| 42 | AXP | American Express Co | 股票-金融 | 1.02% | — | +124.12% | |
| 43 | HCA | Hca Healthcare Inc | 股票-醫療保健 | 1.00% | +0.01% | — | |
| 44 | TSCO | Tractor Supply Company | 股票-循環性消費 | 0.99% | -0.99% | EXIT | |
| 45 | SCI | Service CORP International | 股票-循環性消費 | 0.98% | -0.09% | -4.67% | |
| 46 | SPOT | Spotify Technology S.A. | 股票-通訊服務 | 0.98% | -0.13% | — | |
| 47 | CNM | Core & Main Inc-class A | 股票-工業 | 0.97% | -0.21% | +1.85% | |
| 48 | ORCL | Oracle CORP | 股票-科技 | 0.97% | +0.05% | -9.74% | |
| 49 | ADSK | Autodesk Inc | 股票-科技 | 0.96% | +0.12% | +27.78% | |
| 50 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.94% | -0.94% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ETN | Eaton Corporation plc | +1.3% | NEW | 新建倉 |
| 2 | LOW | Lowe's Cos Inc | +1.2% | NEW | 新建倉 |
| 3 | APH | Amphenol Corp-cl A | +1.2% | NEW | 新建倉 |
| 4 | OTIS | Otis Worldwide CORP | +1.1% | NEW | 新建倉 |
| 5 | HCA | Hca Healthcare Inc | +1% | NEW | 新建倉 |
| 6 | SPOT | Spotify Technology S.A. | +1% | NEW | 新建倉 |
| 7 | META | Meta Platforms Inc-class A | +0.9% | +88.84% | 加碼 |
| 8 | AMAT | Applied Materials Inc | +0.9% | NEW | 新建倉 |
| 9 | SYK | Stryker CORP | +0.9% | NEW | 新建倉 |
| 10 | GOOGL | Alphabet Inc-cl A | +0.8% | -0.26% | 減碼 |
| 11 | GEHC | GE Healthcare Technology | +0.7% | NEW | 新建倉 |
| 12 | WMS | Advanced Drainage Systems In | +0.6% | +96.84% | 加碼 |
| 13 | AXP | American Express Co | +0.6% | +124.12% | 加碼 |
| 14 | MCD | Mcdonald's CORP | +0.4% | +109.74% | 加碼 |
| 15 | MELI | Mercadolibre Inc | +0.4% | +70.46% | 加碼 |
| 16 | LLY | Eli Lilly & Co | +0.3% | +23.61% | 加碼 |
| 17 | MTD | Mettler-toledo International | +0.3% | +59.36% | 加碼 |
| 18 | AVGO | Broadcom Inc | +0.3% | -1.76% | 減碼 |
| 19 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +1.79% | 加碼 |
| 20 | ABBV | Abbvie Inc | +0.3% | +21.57% | 加碼 |
| 21 | COR | Cencora Inc | +0.2% | +42.65% | 加碼 |
| 22 | MA | Mastercard Inc - A | +0.2% | +16.92% | 加碼 |
| 23 | CDW | Cdw Corp/de | +0.1% | +6.37% | 加碼 |
| 24 | V | Visa Inc-class A Shares | +0.1% | +1.68% | 加碼 |
| 25 | MSI | Motorola Solutions Inc | +0.1% | +26.97% | 加碼 |
| 26 | JPM | Jpmorgan Chase & Co | +0.1% | +2.50% | 加碼 |
| 27 | BOOT | Boot Barn Holdings Inc | +0.1% | +6.64% | 加碼 |
| 28 | NFLX | Netflix Inc | +0.1% | +55.30% | 加碼 |
| 29 | BKNG | Booking Holdings Inc | 0% | +2436.85% | 加碼 |
| 30 | DXCM | Dexcom Inc | 0% | +0.74% | 加碼 |
| 31 | UNH | Unitedhealth Group Inc | 0% | -29.85% | 減碼 |
| 32 | LPLA | Lpl Financial Holdings Inc | 0% | +14.98% | 加碼 |
| 33 | MCO | Moody's CORP | 0% | +1.84% | 加碼 |
| 34 | A | Agilent Technologies Inc | -0.1% | -10.23% | 減碼 |
| 35 | ADSK | Autodesk Inc | -0.1% | +27.78% | 加碼 |
| 36 | PG | Procter & Gamble Co/the | -0.1% | +1.77% | 加碼 |
| 37 | DKS | Dick's Sporting Goods Inc | -0.1% | -10.52% | 減碼 |
| 38 | BR | Broadridge Financial Solutio | -0.1% | +19.45% | 加碼 |
| 39 | VEEV | Veeva Systems Inc-class A | -0.1% | +1.81% | 加碼 |
| 40 | ABT | Abbott Laboratories | -0.1% | +15.43% | 加碼 |
| 41 | NVDA | Nvidia CORP | -0.1% | -5.19% | 減碼 |
| 42 | CNM | Core & Main Inc-class A | -0.1% | +1.85% | 加碼 |
| 43 | TEL | TE Connectivity plc | -0.1% | +0.39% | 加碼 |
| 44 | HLI | Houlihan Lokey Inc | -0.2% | +1.67% | 加碼 |
| 45 | ACN | Accenture plc | -0.2% | +54.04% | 加碼 |
| 46 | WM | Waste Management Inc | -0.2% | +1.78% | 加碼 |
| 47 | TMO | Thermo Fisher Scientific Inc | -0.2% | -1.58% | 減碼 |
| 48 | SPGI | S&p Global Inc | -0.2% | +1.85% | 加碼 |
| 49 | BJ | Bj's Wholesale Club Holdings | -0.2% | +1.81% | 加碼 |
| 50 | MRSH | Marsh & Mclennan Cos | -0.2% | +1.79% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Bell Asset Management Ltd 在 Q2 2026 季度的美股持倉總市值約為 US$2.8億，共申報了 63 個公開持股部位。
在 Q2 2026 季度，Bell Asset Management Ltd 按市值排列的前三大核心持股分別為：NVDA (9.3%)、GOOGL (7.3%)、MSFT (5.8%)。其中最大持股部位 NVDA 佔據整體投資組合約 9.3% 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
ETN
市值: US$494.6萬
本季最大獲利了結 / 清倉標的
CDNS
前期市值: US$434.8萬
在 Q2 2026 季度中，Bell Asset Management Ltd 共進行了 70 項持倉異動，包含新建倉 9 個部位、加碼 36 個部位、減碼 18 個部位以及清倉 7 個部位。 其中最大新建倉標的為 ETN。 本季清倉部位包含 CDNS。
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。