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: 0000711089
申報總市值
US$5.1億
US$5.1億
133 檔
15.3%
在 Q1 2026 申報期間，Benedict Financial Advisors Inc（CIK: 0000711089）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$5.1億，共持有 133 個公開申報部位。
從 Q1 2026 申報觀察，Benedict Financial Advisors Inc 採取防禦導向的調倉策略，本季減碼 80 檔個股並出清 6 檔部位，顯示機構在該時期進行風險控制與流動性回收。
在資產配置集中度方面，Benedict Financial Advisors Inc 的前 5 大核心持股（包含 AAPL, JNJ, MO 等）合計佔整體申報市值的 15.3%，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 | AAPL | Apple Inc | 股票-科技 | 4.45% | +0.17% | -3.96% | |
| 2 | JNJ | Johnson & Johnson | 股票-醫療保健 | 3.12% | -0.11% | -1.87% | |
| 3 | MO | Altria Group Inc | 股票-非循環性消費 | 2.99% | +0.02% | -1.17% | |
| 4 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 2.97% | -0.02% | -1.13% | |
| 5 | CSCO | Cisco Systems Inc | 股票-科技 | 2.90% | +1.03% | -1.79% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.85% | -0.19% | +6.94% | |
| 7 | RTX | Rtx CORP | 股票-工業 | 2.61% | -0.26% | -6.23% | |
| 8 | GLW | Corning Inc | 股票-科技 | 2.46% | +1.29% | -9.92% | |
| 9 | AMGN | Amgen Inc | 股票-醫療保健 | 2.44% | -0.10% | -1.12% | |
| 10 | PM | Philip Morris International | 股票-非循環性消費 | 2.40% | +0.04% | -1.27% | |
| 11 | TRV | Travelers Cos Inc/the | 股票-金融 | 2.14% | +0.11% | -0.87% | |
| 12 | ABBV | Abbvie Inc | 股票-醫療保健 | 2.11% | +0.19% | -0.99% | |
| 13 | CME | Cme Group Inc | 股票-金融 | 1.87% | -0.56% | +0.51% | |
| 14 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.83% | -0.39% | +1.04% | |
| 15 | CB | Chubb Limited | 股票-金融 | 1.63% | -0.11% | +3.56% | |
| 16 | LMT | Lockheed Martin CORP | 股票-工業 | 1.57% | -0.34% | +3.26% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.47% | -0.04% | -1.60% | |
| 18 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.36% | -0.26% | -3.41% | |
| 19 | MDT | Medtronic plc | 股票-醫療保健 | 1.36% | -0.19% | -0.63% | |
| 20 | DUK | Duke Energy CORP | 股票-公用事業 | 1.35% | -0.13% | +0.63% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 1.34% | +0.08% | -1.34% | |
| 22 | HSY | Hershey Co/the | 股票-非循環性消費 | 1.30% | -0.27% | -1.25% | |
| 23 | CVX | Chevron CORP | 股票-能源 | 1.29% | -0.33% | -0.29% | |
| 24 | HON | Honeywell International Inc | 股票-工業 | 1.26% | -1.26% | EXIT | |
| 25 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.19% | -0.01% | +0.54% | |
| 26 | WMT | Walmart Inc | 股票-非循環性消費 | 1.18% | -0.22% | -3.07% | |
| 27 | KMI | Kinder Morgan, Inc. | 股票-能源 | 1.16% | -0.12% | +2.23% | |
| 28 | QCOM | Qualcomm Inc | 股票-科技 | 1.14% | +0.36% | +0.19% | |
| 29 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.05% | -0.04% | +1.11% | |
| 30 | COR | Cencora Inc | 股票-醫療保健 | 1.05% | -0.17% | -2.42% | |
| 31 | FANG | Diamondback Energy Inc | 股票-能源 | 0.96% | -0.16% | -1.04% | |
| 32 | EMR | Emerson Electric Co | 股票-工業 | 0.94% | +0.01% | -1.73% | |
| 33 | AXP | American Express Co | 股票-金融 | 0.91% | +0.05% | -0.40% | |
| 34 | SYY | Sysco CORP | 股票-非循環性消費 | 0.87% | +0.09% | +1.08% | |
| 35 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.87% | -0.09% | +0.80% | |
| 36 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.87% | +0.05% | +1.66% | |
| 37 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.86% | +0.05% | -0.64% | |
| 38 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.83% | +0.01% | -0.98% | |
| 39 | DOV | Dover CORP | 股票-工業 | 0.82% | -0.01% | -1.20% | |
| 40 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.81% | +0.02% | -2.06% | |
| 41 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 0.80% | -0.07% | +30.05% | |
| 42 | RNR | RenaissanceRe Holdings Ltd. | 股票-金融 | 0.79% | -0.01% | -0.64% | |
| 43 | GIS | General Mills Inc | 股票-非循環性消費 | 0.78% | -0.10% | +4.74% | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.76% | +0.16% | -0.41% | |
| 45 | KR | Kroger Co | 股票-非循環性消費 | 0.75% | -0.20% | +1.04% | |
| 46 | LAMR | Lamar Advertising Co-a | 股票-房地產 | 0.75% | +0.12% | +25.38% | |
| 47 | ADP | Automatic Data Processing | 股票-科技 | 0.74% | +0.02% | -2.32% | |
| 48 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.74% | +0.01% | -2.44% | |
| 49 | CAT | Caterpillar Inc | 股票-工業 | 0.73% | +0.27% | -0.04% | |
| 50 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.70% | -0.10% | -0.97% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GLW | Corning Inc | +0.7% | -9.92% | 減碼 |
| 2 | JNJ | Johnson & Johnson | +0.4% | -1.87% | 減碼 |
| 3 | VZ | Verizon Communications Inc | +0.3% | +1.04% | 加碼 |
| 4 | LMT | Lockheed Martin CORP | +0.3% | +3.26% | 加碼 |
| 5 | CVX | Chevron CORP | +0.3% | -0.29% | 減碼 |
| 6 | MO | Altria Group Inc | +0.3% | -1.17% | 減碼 |
| 7 | KMI | Kinder Morgan, Inc. | +0.2% | +2.23% | 加碼 |
| 8 | FANG | Diamondback Energy Inc | +0.2% | -1.04% | 減碼 |
| 9 | CTRA | Coterra Energy Inc | +0.2% | +2.91% | 加碼 |
| 10 | HON | Honeywell International Inc | +0.1% | -1.62% | 減碼 |
| 11 | LAMR | Lamar Advertising Co-a | +0.1% | +25.38% | 加碼 |
| 12 | CME | Cme Group Inc | +0.1% | +0.51% | 加碼 |
| 13 | DUK | Duke Energy CORP | +0.1% | +0.63% | 加碼 |
| 14 | HSY | Hershey Co/the | +0.1% | -1.25% | 減碼 |
| 15 | CAT | Caterpillar Inc | +0.1% | -0.04% | 減碼 |
| 16 | AMGN | Amgen Inc | +0.1% | -1.12% | 減碼 |
| 17 | OKE | Oneok Inc | +0.1% | +8.02% | 加碼 |
| 18 | ADM | Archer-daniels-midland Co | +0.1% | -1.33% | 減碼 |
| 19 | TGT | Target CORP | +0.1% | -0.70% | 減碼 |
| 20 | CB | Chubb Limited | +0.1% | +3.56% | 加碼 |
| 21 | KR | Kroger Co | +0.1% | +1.04% | 加碼 |
| 22 | BMY | Bristol-myers Squibb Co | +0.1% | +0.80% | 加碼 |
| 23 | KO | Coca-cola Co/the | +0.1% | +0.54% | 加碼 |
| 24 | DLR | Digital Realty Trust Inc | +0.1% | +0.17% | 加碼 |
| 25 | COST | Costco Wholesale CORP | +0.1% | -0.97% | 減碼 |
| 26 | WMT | Walmart Inc | +0.1% | -3.07% | 減碼 |
| 27 | TRP | Tc Energy CORP | +0.1% | -0.54% | 減碼 |
| 28 | XOM | Exxon Mobil CORP | +0.1% | +18.05% | 加碼 |
| 29 | GPN | Global Payments Inc | +0.1% | +33.82% | 加碼 |
| 30 | CBOE | Cboe Global Markets Inc | +0.1% | +0.20% | 加碼 |
| 31 | SHV | Ishares 0-1 Year Treasury Bo | +0.1% | +18.75% | 加碼 |
| 32 | TXN | Texas Instruments Inc | +0.1% | -1.39% | 減碼 |
| 33 | NEE | Nextera Energy Inc | +0.1% | -1.36% | 減碼 |
| 34 | NVS | Novartis Ag-sponsored Adr | 0% | -0.64% | 減碼 |
| 35 | STZ | Constellation Brands Inc-a | 0% | +9.74% | 加碼 |
| 36 | SO | Southern Co/the | 0% | -0.02% | 減碼 |
| 37 | SBUX | Starbucks CORP | 0% | -0.64% | 減碼 |
| 38 | DOV | Dover CORP | 0% | -1.20% | 減碼 |
| 39 | BDX | Becton Dickinson And Co | 0% | +30.05% | 加碼 |
| 40 | SII | Sprott Inc | 0% | +0.23% | 加碼 |
| 41 | GILD | Gilead Sciences Inc | 0% | -2.63% | 減碼 |
| 42 | O | Realty Income CORP | 0% | +2.50% | 加碼 |
| 43 | INGR | Ingredion Inc | 0% | +57.03% | 加碼 |
| 44 | RNR | RenaissanceRe Holdings Ltd. | 0% | -0.64% | 減碼 |
| 45 | BHP | Bhp Group Ltd-spon Adr | 0% | +1.04% | 加碼 |
| 46 | DE | Deere & Co | 0% | -4.97% | 減碼 |
| 47 | PM | Philip Morris International | 0% | -1.27% | 減碼 |
| 48 | IWD | Ishares Russell 1000 Value E | 0% | +2.15% | 加碼 |
| 49 | RGLD | Royal Gold Inc | 0% | -1.29% | 減碼 |
| 50 | CHRW | C.h. Robinson Worldwide Inc | 0% | -1.14% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Benedict Financial Advisors Inc 在 Q1 2026 季度的美股持倉總市值約為 US$5.1億，共申報了 133 個公開持股部位。
在 Q1 2026 季度，Benedict Financial Advisors Inc 按市值排列的前三大核心持股分別為：AAPL (4.5%)、JNJ (3.1%)、MO (3.0%)。其中最大持股部位 AAPL 佔據整體投資組合約 4.5% 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
RSP
市值: US$112.0萬
本季最大獲利了結 / 清倉標的
IBM
前期市值: US$116.7萬
在 Q1 2026 季度中，Benedict Financial Advisors Inc 共進行了 136 項持倉異動，包含新建倉 5 個部位、加碼 45 個部位、減碼 80 個部位以及清倉 6 個部位。 其中最大新建倉標的為 RSP。 本季清倉部位包含 IBM。
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。