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: 0001218254
申報總市值
US$1.7億
US$1.7億
78 檔
31.2%
在 Q1 2026 的 13F 官方備案中，Boyar Asset Management Inc. 管理的美股投資組合規模來到 US$1.7億，整體持股檔數為 78 檔。
Q1 2026 數據顯示 Boyar Asset Management Inc. 積極進場，新開立 7 個部位並同步加碼 37 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，Boyar Asset Management Inc. 的前 5 大核心持股（包含 MSFT, JPM, AMP 等）合計佔整體申報市值的 31.2%，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 | MSFT | Microsoft CORP | 股票-科技 | 8.73% | +0.45% | +1.66% | |
| 2 | JPM | Jpmorgan Chase & Co | 股票-金融 | 7.86% | +1.09% | +0.61% | |
| 3 | AMP | Ameriprise Financial Inc | 股票-金融 | 4.98% | +0.26% | +3.35% | |
| 4 | HD | Home Depot Inc | 股票-循環性消費 | 4.77% | +0.40% | +3.80% | |
| 5 | MSGS | Madison Square Garden Sports | 股票-通訊服務 | 4.59% | +0.53% | +20.00% | |
| 6 | BAC | Bank Of America CORP | 股票-金融 | 4.47% | +0.13% | +13.12% | |
| 7 | UBER | Uber Technologies Inc | 股票-工業 | 4.40% | -0.61% | +21.83% | |
| 8 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 3.21% | +1.00% | -1.80% | |
| 9 | CSCO | Cisco Systems Inc | 股票-科技 | 2.78% | +0.69% | +17.62% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.60% | -0.37% | +40.69% | |
| 11 | SPHR | Sphere Entertainment Co | 股票-通訊服務 | 2.48% | +0.38% | +8.85% | |
| 12 | MSGE | Madison Square Garden Entert | 股票-其他 | 2.29% | +0.26% | +37.50% | |
| 13 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.27% | +0.10% | -0.61% | |
| 14 | MDT | Medtronic plc | 股票-醫療保健 | 2.21% | -1.86% | +623.87% | |
| 15 | BATRK | Atlanta Braves Holdings In-c | 股票-其他 | 1.90% | -0.14% | +54.90% | |
| 16 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 1.68% | -0.50% | +22.83% | |
| 17 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.62% | +0.16% | -1.08% | |
| 18 | PFE | Pfizer Inc | 股票-醫療保健 | 1.59% | -0.31% | +9.09% | |
| 19 | MAR | Marriott International -cl A | 股票-循環性消費 | 1.51% | -0.01% | — | |
| 20 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 1.47% | +0.07% | -0.22% | |
| 21 | SMG | Scotts Miracle-gro Co | 股票-原物料 | 1.39% | +0.05% | +39.67% | |
| 22 | MWA | Mueller Water Products Inc-a | 股票-工業 | 1.29% | -0.31% | +40.53% | |
| 23 | MKL | Markel Group Inc | 股票-金融 | 1.26% | -0.03% | +62.08% | |
| 24 | CALY | Callaway Golf Company | 股票-其他 | 1.19% | -0.03% | +39.41% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.17% | -0.67% | +131.90% | |
| 26 | SSNC | Ss&c Technologies Holdings | 股票-科技 | 1.00% | -0.37% | +37.87% | |
| 27 | C | Citigroup Inc | 股票-金融 | 0.95% | +0.25% | -6.80% | |
| 28 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.90% | -0.11% | -3.17% | |
| 29 | GPN | Global Payments Inc | 股票-工業 | 0.90% | -0.32% | +96.78% | |
| 30 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.85% | +0.12% | -3.04% | |
| 31 | UPS | United Parcel Service-cl B | 股票-工業 | 0.83% | -0.11% | -0.44% | |
| 32 | CRM | Salesforce Inc | 股票-科技 | 0.82% | +0.11% | — | |
| 33 | SYY | Sysco CORP | 股票-非循環性消費 | 0.79% | +0.08% | -2.46% | |
| 34 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.76% | -0.29% | +81.28% | |
| 35 | CB | Chubb Limited | 股票-金融 | 0.76% | -0.34% | +81.14% | |
| 36 | AXP | American Express Co | 股票-金融 | 0.73% | +0.21% | -0.16% | |
| 37 | HHH | Howard Hughes Holdings Inc | 股票-房地產 | 0.72% | -0.21% | +91.76% | |
| 38 | WM | Waste Management Inc | 股票-工業 | 0.72% | -0.04% | -7.16% | |
| 39 | KVUE | Kenvue Inc | 股票-非循環性消費 | 0.70% | +0.06% | -4.94% | |
| 40 | GD | General Dynamics CORP | 股票-工業 | 0.65% | -0.42% | +166.14% | |
| 41 | BR | Broadridge Financial Solutio | 股票-科技 | 0.65% | -0.11% | — | |
| 42 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.64% | +0.31% | -8.18% | |
| 43 | PPLI | People Inc | 股票-通訊服務 | 0.64% | -0.17% | +117.05% | |
| 44 | COO | Cooper Cos Inc/the | 股票-醫療保健 | 0.64% | +0.65% | +95.08% | |
| 45 | GOLF | Acushnet Holdings CORP | 股票-其他 | 0.58% | -0.02% | -5.39% | |
| 46 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.57% | -0.10% | -0.22% | |
| 47 | QSR | Restaurant Brands Intern | 股票-循環性消費 | 0.55% | -0.43% | — | |
| 48 | TGT | Target CORP | 股票-循環性消費 | 0.53% | +0.01% | -1.88% | |
| 49 | LH | Labcorp Holdings Inc | 股票-醫療保健 | 0.52% | +0.10% | -7.73% | |
| 50 | NWSA | News CORP - Class A | 股票-通訊服務 | 0.52% | -0.17% | +136.57% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MDT | Medtronic plc | +1.8% | +623.87% | 加碼 |
| 2 | MSGS | Madison Square Garden Sports | +1.2% | +20.00% | 加碼 |
| 3 | BATRK | Atlanta Braves Holdings In-c | +0.6% | +54.90% | 加碼 |
| 4 | MSGE | Madison Square Garden Entert | +0.6% | +37.50% | 加碼 |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | +0.6% | +131.90% | 加碼 |
| 6 | SPHR | Sphere Entertainment Co | +0.4% | +8.85% | 加碼 |
| 7 | MWA | Mueller Water Products Inc-a | +0.4% | +40.53% | 加碼 |
| 8 | CALY | Callaway Golf Company | +0.4% | +39.41% | 加碼 |
| 9 | GD | General Dynamics CORP | +0.4% | +166.14% | 加碼 |
| 10 | GOOGL | Alphabet Inc-cl A | +0.4% | +40.69% | 加碼 |
| 11 | MRK | Merck & Co. Inc. | +0.4% | +81.28% | 加碼 |
| 12 | SMG | Scotts Miracle-gro Co | +0.3% | +39.67% | 加碼 |
| 13 | CB | Chubb Limited | +0.3% | +81.14% | 加碼 |
| 14 | PPLI | People Inc | +0.3% | +117.05% | 加碼 |
| 15 | GPN | Global Payments Inc | +0.3% | +96.78% | 加碼 |
| 16 | MKL | Markel Group Inc | +0.3% | +62.08% | 加碼 |
| 17 | NWSA | News CORP - Class A | +0.3% | +136.57% | 加碼 |
| 18 | COO | Cooper Cos Inc/the | +0.2% | +95.08% | 加碼 |
| 19 | GXO | Gxo Logistics Inc | +0.2% | +194.31% | 加碼 |
| 20 | HHH | Howard Hughes Holdings Inc | +0.2% | +91.76% | 加碼 |
| 21 | GEHC | GE Healthcare Technology | +0.2% | +107.89% | 加碼 |
| 22 | CSCO | Cisco Systems Inc | +0.2% | +17.62% | 加碼 |
| 23 | PFE | Pfizer Inc | +0.2% | +9.09% | 加碼 |
| 24 | TSQ | Townsquare Media Inc - Cl A | +0.2% | +135.67% | 加碼 |
| 25 | JNJ | Johnson & Johnson | +0.1% | -0.61% | 減碼 |
| 26 | CMCSA | Comcast Corp-class A | +0.1% | +22.83% | 加碼 |
| 27 | VZ | Verizon Communications Inc | +0.1% | +24.64% | 加碼 |
| 28 | TGT | Target CORP | +0.1% | -1.88% | 減碼 |
| 29 | KLAC | Kla CORP | 0% | — | 不變 |
| 30 | BMY | Bristol-myers Squibb Co | — | -0.22% | 減碼 |
| 31 | GOLF | Acushnet Holdings CORP | — | -5.39% | 減碼 |
| 32 | INTC | Intel CORP | — | -5.11% | 減碼 |
| 33 | SO | Southern Co/the | — | — | 不變 |
| 34 | MGM | Mgm Resorts International | 0% | +7.45% | 加碼 |
| 35 | CNDT | Conduent Inc | 0% | -0.48% | 減碼 |
| 36 | EBAY | Ebay Inc | 0% | +0.01% | 加碼 |
| 37 | KMB | Kimberly-clark CORP | 0% | — | 不變 |
| 38 | SCHW | Schwab (charles) CORP | 0% | -3.44% | 減碼 |
| 39 | SSNC | Ss&c Technologies Holdings | 0% | +37.87% | 加碼 |
| 40 | WEN | Wendy's Co/the | 0% | -0.45% | 減碼 |
| 41 | AIG | American International Group | 0% | — | 不變 |
| 42 | GLW | Corning Inc | 0% | -35.04% | 減碼 |
| 43 | KO | Coca-cola Co/the | -0.1% | -3.04% | 減碼 |
| 44 | L | Loews CORP | -0.1% | -8.81% | 減碼 |
| 45 | MDLZ | Mondelez International Inc-a | -0.1% | -0.22% | 減碼 |
| 46 | NDAQ | Nasdaq Inc | -0.1% | — | 不變 |
| 47 | FWONA | Liberty Media Corp-formula-a | -0.1% | +12.96% | 加碼 |
| 48 | LH | Labcorp Holdings Inc | -0.1% | -7.73% | 減碼 |
| 49 | TRIP | Tripadvisor Inc | -0.1% | +35.99% | 加碼 |
| 50 | IBM | Intl Business Machines CORP | -0.1% | — | 不變 |
根據 SEC 官方 Form 13F 申報備案，Boyar Asset Management Inc. 在 Q1 2026 季度的美股持倉總市值約為 US$1.7億，共申報了 78 個公開持股部位。
在 Q1 2026 季度，Boyar Asset Management Inc. 按市值排列的前三大核心持股分別為：MSFT (8.7%)、JPM (7.9%)、AMP (5.0%)。其中最大持股部位 MSFT 佔據整體投資組合約 8.7% 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
CRM
市值: US$143.6萬
本季最大獲利了結 / 清倉標的
UNF
前期市值: US$179.6萬
在 Q1 2026 季度中，Boyar Asset Management Inc. 共進行了 73 項持倉異動，包含新建倉 7 個部位、加碼 37 個部位、減碼 25 個部位以及清倉 4 個部位。 其中最大新建倉標的為 CRM。 本季清倉部位包含 UNF。
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。