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: 0001556218
申報總市值
US$32.9億
US$32.9億
305 檔
55.0%
Q1 2026 季度申報顯示，Bollard Group LLC 揭露的美股組合總市值為 US$32.9億，涵蓋 305 個不同之權益投資部位。
觀察 Q1 2026 的申報異動，Bollard Group LLC 採取了強勁的買進策略，建倉與加碼動作（合計 128 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
檢視投資組合結構，前 5 大主力部位（包含 BSX, LLY, CAT）占據了總市值的 55.0%，展現出該機構在 Q1 2026 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 305 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 | BSX | Boston Scientific CORP | 股票-醫療保健 | 34.26% | -10.33% | -2.46% | |
| 2 | LLY | Eli Lilly & Co | 股票-醫療保健 | 5.17% | +2.03% | -3.81% | |
| 3 | CAT | Caterpillar Inc | 股票-工業 | 4.78% | +2.81% | +14.25% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.63% | +0.90% | +0.73% | |
| 5 | SCCO | Southern Copper CORP | 股票-原物料 | 4.37% | +0.41% | +13.99% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.62% | +1.12% | +0.65% | |
| 7 | SPY | State Street SPDR S&P 500 ETF Trust | ETF-大型股與成長 | 3.49% | -3.49% | EXIT | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 3.10% | +0.18% | -2.23% | |
| 9 | OKE | Oneok Inc | 股票-能源 | 1.92% | +0.07% | +15.09% | |
| 10 | EPD | Enterprise Products Partners | 股票-能源 | 1.81% | +0.09% | -0.32% | |
| 11 | IT | Gartner Inc | 股票-科技 | 1.70% | -0.70% | +35.11% | |
| 12 | AEP | American Electric Power | 股票-公用事業 | 1.63% | +0.29% | +7.02% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.27% | +0.22% | +15.07% | |
| 14 | MS | Morgan Stanley | 股票-金融 | 1.20% | +0.43% | +13.98% | |
| 15 | WMT | Walmart Inc | 股票-非循環性消費 | 1.20% | -0.05% | +15.06% | |
| 16 | MSGS | Madison Square Garden Sports | 股票-通訊服務 | 1.15% | -1.15% | EXIT | |
| 17 | SO | Southern Co/the | 股票-公用事業 | 0.97% | +0.06% | +5.62% | |
| 18 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.90% | +0.05% | +0.17% | |
| 19 | DE | Deere & Co | 股票-工業 | 0.83% | +0.18% | -0.54% | |
| 20 | CVX | Chevron CORP | 股票-能源 | 0.83% | -0.14% | +3.54% | |
| 21 | PAA | Plains All Amer Pipeline LP | 股票-能源 | 0.80% | +0.06% | +7.67% | |
| 22 | KKR | Kkr & Co Inc | 股票-金融 | 0.77% | +0.02% | +0.14% | |
| 23 | PEG | Public Service Enterprise Gp | 股票-公用事業 | 0.74% | +0.06% | -4.61% | |
| 24 | NVDA | Nvidia CORP | 股票-科技 | 0.74% | +0.16% | -1.45% | |
| 25 | EMR | Emerson Electric Co | 股票-工業 | 0.70% | +0.14% | +0.58% | |
| 26 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.70% | +0.02% | -0.19% | |
| 27 | DUK | Duke Energy CORP | 股票-公用事業 | 0.69% | +0.03% | -5.01% | |
| 28 | MPLX | Mplx LP | 股票-能源 | 0.68% | +0.06% | +14.80% | |
| 29 | PSX | Phillips 66 | 股票-能源 | 0.59% | -0.02% | -0.38% | |
| 30 | COP | Conocophillips | 股票-能源 | 0.58% | -0.11% | +4.96% | |
| 31 | ET | Energy Transfer LP | 股票-能源 | 0.54% | +0.04% | +17.95% | |
| 32 | VLO | Valero Energy CORP | 股票-能源 | 0.53% | +0.05% | +17.33% | |
| 33 | BP | Bp Plc-spons Adr | 股票-能源 | 0.50% | -0.09% | +0.84% | |
| 34 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.50% | +0.08% | -2.80% | |
| 35 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.49% | +0.08% | +5.07% | |
| 36 | AAPL | Apple Inc | 股票-科技 | 0.48% | +0.10% | +4.95% | |
| 37 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.40% | +0.07% | +11.60% | |
| 38 | TSLA | Tesla Inc | 股票-循環性消費 | 0.39% | -0.08% | +1.93% | |
| 39 | FE | Firstenergy CORP | 股票-公用事業 | 0.37% | -0.01% | +15.61% | |
| 40 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.35% | -0.08% | +3.11% | |
| 41 | ENB | Enbridge Inc | 股票-能源 | 0.34% | +0.04% | +7.61% | |
| 42 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.32% | +0.09% | +9.26% | |
| 43 | PM | Philip Morris International | 股票-非循環性消費 | 0.30% | +0.04% | +0.65% | |
| 44 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.29% | +0.07% | +0.54% | |
| 45 | FTS | Fortis Inc | 股票-公用事業 | 0.29% | +0.02% | +17.00% | |
| 46 | V | Visa Inc-class A Shares | 股票-金融 | 0.28% | +0.09% | +22.34% | |
| 47 | BAC | Bank Of America CORP | 股票-金融 | 0.28% | +0.06% | +11.35% | |
| 48 | TECX | Tectonic Therapeutic Inc | 股票-其他 | 0.28% | +0.04% | — | |
| 49 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.26% | +0.01% | +22.38% | |
| 50 | NI | Nisource Inc | 股票-公用事業 | 0.24% | +0.02% | +16.90% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CAT | Caterpillar Inc | +1.9% | +14.25% | 加碼 |
| 2 | SCCO | Southern Copper CORP | +1.7% | +13.99% | 加碼 |
| 3 | OKE | Oneok Inc | +0.8% | +15.09% | 加碼 |
| 4 | EPD | Enterprise Products Partners | +0.5% | -0.32% | 減碼 |
| 5 | AEP | American Electric Power | +0.5% | +7.02% | 加碼 |
| 6 | WMT | Walmart Inc | +0.4% | +15.06% | 加碼 |
| 7 | MSGS | Madison Square Garden Sports | +0.4% | — | 不變 |
| 8 | CVX | Chevron CORP | +0.3% | +3.54% | 加碼 |
| 9 | AMZN | Amazon.com Inc | +0.3% | +0.73% | 加碼 |
| 10 | GOOG | Alphabet Inc-cl C | +0.3% | +0.65% | 加碼 |
| 11 | PAA | Plains All Amer Pipeline LP | +0.3% | +7.67% | 加碼 |
| 12 | VLO | Valero Energy CORP | +0.3% | +17.33% | 加碼 |
| 13 | SO | Southern Co/the | +0.3% | +5.62% | 加碼 |
| 14 | COP | Conocophillips | +0.3% | +4.96% | 加碼 |
| 15 | PSX | Phillips 66 | +0.2% | -0.38% | 減碼 |
| 16 | DE | Deere & Co | +0.2% | -0.54% | 減碼 |
| 17 | MS | Morgan Stanley | +0.2% | +13.98% | 加碼 |
| 18 | JPM | Jpmorgan Chase & Co | +0.2% | +15.07% | 加碼 |
| 19 | ET | Energy Transfer LP | +0.2% | +17.95% | 加碼 |
| 20 | MPLX | Mplx LP | +0.2% | +14.80% | 加碼 |
| 21 | KMI | Kinder Morgan, Inc. | +0.2% | -0.19% | 減碼 |
| 22 | BP | Bp Plc-spons Adr | +0.2% | +0.84% | 加碼 |
| 23 | JNJ | Johnson & Johnson | +0.1% | +11.60% | 加碼 |
| 24 | MRK | Merck & Co. Inc. | +0.1% | +5.07% | 加碼 |
| 25 | DUK | Duke Energy CORP | +0.1% | -5.01% | 減碼 |
| 26 | FE | Firstenergy CORP | +0.1% | +15.61% | 加碼 |
| 27 | TECX | Tectonic Therapeutic Inc | +0.1% | — | 不變 |
| 28 | FTS | Fortis Inc | +0.1% | +17.00% | 加碼 |
| 29 | ENB | Enbridge Inc | +0.1% | +7.61% | 加碼 |
| 30 | KO | Coca-cola Co/the | +0.1% | -2.80% | 減碼 |
| 31 | EMR | Emerson Electric Co | +0.1% | +0.58% | 加碼 |
| 32 | NI | Nisource Inc | +0.1% | +16.90% | 加碼 |
| 33 | LOW | Lowe's Cos Inc | +0.1% | +22.38% | 加碼 |
| 34 | PEG | Public Service Enterprise Gp | +0.1% | -4.61% | 減碼 |
| 35 | XOM | Exxon Mobil CORP | +0.1% | +0.65% | 加碼 |
| 36 | NVDA | Nvidia CORP | +0.1% | -1.45% | 減碼 |
| 37 | UNP | Union Pacific CORP | +0.1% | +12.64% | 加碼 |
| 38 | PM | Philip Morris International | +0.1% | +0.65% | 加碼 |
| 39 | AAPL | Apple Inc | +0.1% | +4.95% | 加碼 |
| 40 | HON | Honeywell International Inc | +0.1% | +15.71% | 加碼 |
| 41 | WMB | Williams Cos Inc | +0.1% | +10.05% | 加碼 |
| 42 | NTR | Nutrien LTD | +0.1% | +0.58% | 加碼 |
| 43 | V | Visa Inc-class A Shares | +0.1% | +22.34% | 加碼 |
| 44 | PLD | Prologis Inc | +0.1% | +1.04% | 加碼 |
| 45 | GOOGL | Alphabet Inc-cl A | +0.1% | +9.26% | 加碼 |
| 46 | MO | Altria Group Inc | 0% | +17.69% | 加碼 |
| 47 | VOO | Vanguard S&p 500 ETF | 0% | +29.10% | 加碼 |
| 48 | KMB | Kimberly-clark CORP | 0% | +112.44% | 加碼 |
| 49 | RTX | Rtx CORP | 0% | +10.07% | 加碼 |
| 50 | PPL | Ppl CORP | 0% | +4.86% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Bollard Group LLC 在 Q1 2026 季度的美股持倉總市值約為 US$32.9億，共申報了 305 個公開持股部位。
在 Q1 2026 季度，Bollard Group LLC 按市值排列的前三大核心持股分別為：BSX (34.3%)、LLY (5.2%)、CAT (4.8%)。其中最大持股部位 BSX 佔據整體投資組合約 34.3% 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
SPY
市值: US$1.2億
本季最大獲利了結 / 清倉標的
SPDR S&P 500 ETF TR
前期市值: US$1.9億
在 Q1 2026 季度中，Bollard Group LLC 共進行了 185 項持倉異動，包含新建倉 22 個部位、加碼 106 個部位、減碼 45 個部位以及清倉 12 個部位。 其中最大新建倉標的為 SPY。 本季清倉部位包含 SPDR S&P 500 ETF TR。
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。