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$5.0億
US$5.0億
142 檔
18.7%
在 Q2 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$5.0億，共持有 142 個公開申報部位。
觀察 Q2 2026 的資金脈絡，Benedict Financial Advisors Inc 在獲利結算 6 檔個股的同時，將資本重新部署至 15 檔新選標的，展現主動管理機構的輪動節奏。
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, CSCO, GLW 等）合計佔整體申報市值的 18.7%，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 | 4.62% | +0.60% | -2.47% | |
| 2 | CSCO | Cisco Systems Inc | 股票-科技 | 3.93% | -0.35% | -4.20% | |
| 3 | GLW | Corning Inc | 股票-科技 | 3.75% | -1.55% | -13.01% | |
| 4 | MO | Altria Group Inc | 股票-非循環性消費 | 3.01% | -0.14% | -0.94% | |
| 5 | JNJ | Johnson & Johnson | 股票-醫療保健 | 3.01% | +0.16% | -0.64% | |
| 6 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 2.95% | +0.29% | +6.28% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.66% | +0.96% | -0.82% | |
| 8 | PM | Philip Morris International | 股票-非循環性消費 | 2.44% | +0.19% | -0.46% | |
| 9 | RTX | Rtx CORP | 股票-工業 | 2.35% | -0.05% | -1.94% | |
| 10 | AMGN | Amgen Inc | 股票-醫療保健 | 2.34% | +0.42% | -0.09% | |
| 11 | ABBV | Abbvie Inc | 股票-醫療保健 | 2.30% | +0.12% | +1.09% | |
| 12 | TRV | Travelers Cos Inc/the | 股票-金融 | 2.25% | +0.19% | -0.31% | |
| 13 | CB | Chubb Limited | 股票-金融 | 1.52% | -0.05% | -4.57% | |
| 14 | QCOM | Qualcomm Inc | 股票-科技 | 1.50% | +0.02% | -1.84% | |
| 15 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.44% | +0.16% | -0.13% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.43% | -0.07% | -0.28% | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 1.42% | +0.05% | -0.07% | |
| 18 | CME | Cme Group Inc | 股票-金融 | 1.31% | +0.28% | +0.51% | |
| 19 | LMT | Lockheed Martin CORP | 股票-工業 | 1.23% | +0.02% | -0.65% | |
| 20 | DUK | Duke Energy CORP | 股票-公用事業 | 1.22% | -0.09% | +0.25% | |
| 21 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.18% | +0.08% | -0.99% | |
| 22 | MDT | Medtronic plc | 股票-醫療保健 | 1.17% | +0.15% | +1.81% | |
| 23 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.10% | -0.14% | -0.29% | |
| 24 | KMI | Kinder Morgan, Inc. | 股票-能源 | 1.04% | -0.03% | +0.39% | |
| 25 | HSY | Hershey Co/the | 股票-非循環性消費 | 1.03% | -0.07% | +0.85% | |
| 26 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.01% | — | +0.68% | |
| 27 | CAT | Caterpillar Inc | 股票-工業 | 1.00% | -0.30% | -2.09% | |
| 28 | CVX | Chevron CORP | 股票-能源 | 0.96% | +0.25% | -0.21% | |
| 29 | SYY | Sysco CORP | 股票-非循環性消費 | 0.96% | -0.05% | +0.28% | |
| 30 | WMT | Walmart Inc | 股票-非循環性消費 | 0.96% | -0.08% | -4.82% | |
| 31 | AXP | American Express Co | 股票-金融 | 0.96% | -0.08% | +0.39% | |
| 32 | EMR | Emerson Electric Co | 股票-工業 | 0.95% | +0.09% | -1.17% | |
| 33 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.92% | +0.30% | -2.74% | |
| 34 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.92% | — | -0.94% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.92% | +0.01% | +1.18% | |
| 36 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.91% | -0.05% | -1.04% | |
| 37 | COR | Cencora Inc | 股票-醫療保健 | 0.88% | +0.07% | -0.01% | |
| 38 | LAMR | Lamar Advertising Co-a | 股票-房地產 | 0.87% | -0.02% | +1.03% | |
| 39 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.84% | +0.01% | — | |
| 40 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.83% | -0.03% | -0.82% | |
| 41 | DOV | Dover CORP | 股票-工業 | 0.81% | -0.12% | -1.72% | |
| 42 | FANG | Diamondback Energy Inc | 股票-能源 | 0.80% | +0.06% | +0.05% | |
| 43 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.78% | +0.09% | +1.30% | |
| 44 | RNR | RenaissanceRe Holdings Ltd. | 股票-金融 | 0.78% | +0.02% | -1.49% | |
| 45 | TXN | Texas Instruments Inc | 股票-科技 | 0.77% | -0.04% | -1.46% | |
| 46 | ADP | Automatic Data Processing | 股票-科技 | 0.76% | +0.13% | -0.17% | |
| 47 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.75% | -0.07% | -0.95% | |
| 48 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 0.73% | +0.17% | +1.84% | |
| 49 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.69% | -0.10% | -0.00% | |
| 50 | GIS | General Mills Inc | 股票-非循環性消費 | 0.68% | -0.06% | -0.91% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GLW | Corning Inc | +1.3% | -13.01% | 減碼 |
| 2 | CSCO | Cisco Systems Inc | +1% | -4.20% | 減碼 |
| 3 | ✓ | +0.6% | NEW | 新建倉 | |
| 4 | ✓ | +0.6% | NEW | 新建倉 | |
| 5 | DVN | Devon Energy CORP | +0.5% | NEW | 新建倉 |
| 6 | FIS | Fidelity National Info Serv | +0.5% | NEW | 新建倉 |
| 7 | CRWD | Crowdstrike Holdings Inc - A | +0.4% | -2.74% | 減碼 |
| 8 | QCOM | Qualcomm Inc | +0.4% | -1.84% | 減碼 |
| 9 | CAT | Caterpillar Inc | +0.3% | -2.09% | 減碼 |
| 10 | TXN | Texas Instruments Inc | +0.2% | -1.46% | 減碼 |
| 11 | ABBV | Abbvie Inc | +0.2% | +1.09% | 加碼 |
| 12 | CVS | Cvs Health CORP | +0.2% | -0.00% | 減碼 |
| 13 | AAPL | Apple Inc | +0.2% | -2.47% | 減碼 |
| 14 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +1.18% | 加碼 |
| 15 | ROK | Rockwell Automation Inc | +0.2% | -0.09% | 減碼 |
| 16 | LAMR | Lamar Advertising Co-a | +0.1% | +1.03% | 加碼 |
| 17 | TRV | Travelers Cos Inc/the | +0.1% | -0.31% | 減碼 |
| 18 | ELV | Elevance Health Inc | +0.1% | -1.64% | 減碼 |
| 19 | GOOGL | Alphabet Inc-cl A | +0.1% | +7.28% | 加碼 |
| 20 | SYY | Sysco CORP | +0.1% | +0.28% | 加碼 |
| 21 | O | Realty Income CORP | +0.1% | +35.32% | 加碼 |
| 22 | V | Visa Inc-class A Shares | +0.1% | -0.07% | 減碼 |
| 23 | MU | Micron Technology Inc | +0.1% | NEW | 新建倉 |
| 24 | EL | Estee Lauder Companies-cl A | +0.1% | NEW | 新建倉 |
| 25 | AMAT | Applied Materials Inc | +0.1% | NEW | 新建倉 |
| 26 | KMB | Kimberly-clark CORP | +0.1% | +5.62% | 加碼 |
| 27 | C | Citigroup Inc | +0.1% | -1.60% | 減碼 |
| 28 | SHV | Ishares 0-1 Year Treasury Bo | +0.1% | +23.02% | 加碼 |
| 29 | AMZN | Amazon.com Inc | +0.1% | -0.94% | 減碼 |
| 30 | AXP | American Express Co | +0.1% | +0.39% | 加碼 |
| 31 | SBUX | Starbucks CORP | +0.1% | -1.04% | 減碼 |
| 32 | GPN | Global Payments Inc | +0.1% | +9.32% | 加碼 |
| 33 | NVO | Novo-nordisk A/s-spons Adr | +0.1% | +0.79% | 加碼 |
| 34 | SIEGY | Siemens Ag-spons Adr | +0.1% | NEW | 新建倉 |
| 35 | PM | Philip Morris International | 0% | -0.46% | 減碼 |
| 36 | NVDA | Nvidia CORP | 0% | -1.09% | 減碼 |
| 37 | LLY | Eli Lilly & Co | 0% | NEW | 新建倉 |
| 38 | IBM | Intl Business Machines CORP | 0% | NEW | 新建倉 |
| 39 | GEV | GE Vernova Inc | 0% | NEW | 新建倉 |
| 40 | NOW | Servicenow Inc | 0% | NEW | 新建倉 |
| 41 | GE | General Electric | 0% | NEW | 新建倉 |
| 42 | ASML | ASML Holding N.V. | 0% | NEW | 新建倉 |
| 43 | AMRZ | Amrize Ltd | 0% | NEW | 新建倉 |
| 44 | RPM | Rpm International Inc | 0% | +0.47% | 加碼 |
| 45 | IWD | Ishares Russell 1000 Value E | 0% | — | 不變 |
| 46 | CARR | Carrier Global CORP | 0% | -1.26% | 減碼 |
| 47 | MO | Altria Group Inc | 0% | -0.94% | 減碼 |
| 48 | JPM | Jpmorgan Chase & Co | 0% | -0.82% | 減碼 |
| 49 | ADP | Automatic Data Processing | 0% | -0.17% | 減碼 |
| 50 | EXPD | Expeditors Intl Wash Inc | 0% | -1.97% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Benedict Financial Advisors Inc 在 Q2 2026 季度的美股持倉總市值約為 US$5.0億，共申報了 142 個公開持股部位。
在 Q2 2026 季度，Benedict Financial Advisors Inc 按市值排列的前三大核心持股分別為：AAPL (4.6%)、CSCO (3.9%)、GLW (3.8%)。其中最大持股部位 AAPL 佔據整體投資組合約 4.6% 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
市值: US$299.5萬
本季最大獲利了結 / 清倉標的
HON
前期市值: US$603.7萬
在 Q2 2026 季度中，Benedict Financial Advisors Inc 共進行了 142 項持倉異動，包含新建倉 15 個部位、加碼 49 個部位、減碼 72 個部位以及清倉 6 個部位。 其中最大新建倉標的為 。 本季清倉部位包含 HON。
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。