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: 0001512978
申報總市值
US$1.8億
US$1.8億
61 檔
44.5%
Q2 2026 季度申報顯示，Brookmont Capital Management 揭露的美股組合總市值為 US$1.8億，涵蓋 61 個不同之權益投資部位。
觀察 Q2 2026 的申報異動，Brookmont Capital Management 採取了強勁的買進策略，建倉與加碼動作（合計 38 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 HD, JPM, ADI）占據了總市值的 44.5%，展現出該機構在 Q2 2026 的重點資金聚焦與風險分佈特徵。
| # | 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 | HD | Home Depot Inc | 股票-循環性消費 | 30.75% | -4.51% | +0.03% | |
| 2 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.08% | -0.41% | +0.22% | |
| 3 | ADI | Analog Devices Inc | 股票-科技 | 2.81% | +0.18% | +2.29% | |
| 4 | AZN | AstraZeneca PLC | 股票-醫療保健 | 2.69% | -0.19% | +1.57% | |
| 5 | LHX | L3harris Technologies Inc | 股票-工業 | 2.69% | -0.35% | -0.40% | |
| 6 | Q | Qnity Electronics Inc | 股票-科技 | 2.64% | -0.47% | +2.64% | |
| 7 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 2.56% | +0.65% | +0.37% | |
| 8 | SHEL | Shell Plc-adr | 股票-能源 | 2.50% | +0.11% | -0.67% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.48% | +1.18% | +13.93% | |
| 10 | WFC | Wells Fargo & Co | 股票-金融 | 2.18% | -0.04% | +0.51% | |
| 11 | MCD | Mcdonald's CORP | 股票-循環性消費 | 2.02% | -0.19% | +0.23% | |
| 12 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.94% | +0.18% | +38.60% | |
| 13 | BAC | Bank Of America CORP | 股票-金融 | 1.94% | -0.41% | -0.64% | |
| 14 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.90% | +0.78% | +0.44% | |
| 15 | AJG | Arthur J Gallagher & Co | 股票-金融 | 1.90% | +0.11% | -6.58% | |
| 16 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.82% | +0.67% | +0.45% | |
| 17 | EQIX | Equinix Inc | 股票-房地產 | 1.80% | +0.05% | +0.28% | |
| 18 | NTES | Netease Inc-adr | 股票-通訊服務 | 1.75% | +0.02% | +137.12% | |
| 19 | PNC | Pnc Financial Services Group | 股票-金融 | 1.67% | -0.22% | -0.14% | |
| 20 | MCHP | Microchip Technology Inc | 股票-科技 | 1.60% | -0.18% | -1.70% | |
| 21 | COP | Conocophillips | 股票-能源 | 1.58% | -0.67% | -0.02% | |
| 22 | WM | Waste Management Inc | 股票-工業 | 1.54% | -0.04% | +0.02% | |
| 23 | SOLS | Solstice Adv Materials Inc | 股票-原物料 | 1.50% | +0.19% | -0.86% | |
| 24 | TEL | TE Connectivity plc | 股票-科技 | 1.48% | +0.17% | +0.23% | |
| 25 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 1.27% | -0.07% | -0.77% | |
| 26 | ✓ | 股票-其他 | 1.25% | +0.50% | — | ||
| 27 | ✓ | 股票-其他 | 1.20% | -0.30% | — | ||
| 28 | ✓ | 股票-其他 | 1.17% | +0.47% | — | ||
| 29 | QCOM | Qualcomm Inc | 股票-科技 | 1.09% | +0.06% | -0.80% | |
| 30 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.08% | -1.08% | EXIT | |
| 31 | RTX | Rtx CORP | 股票-工業 | 1.00% | +0.03% | -0.51% | |
| 32 | NVDA | Nvidia CORP | 股票-科技 | 0.99% | +0.23% | +3.08% | |
| 33 | USB | US Bancorp | 股票-金融 | 0.98% | -0.08% | -55.14% | |
| 34 | CVX | Chevron CORP | 股票-能源 | 0.96% | -0.01% | -0.34% | |
| 35 | XYL | Xylem Inc | 股票-工業 | 0.89% | +0.78% | — | |
| 36 | SRE | Sempra | 股票-公用事業 | 0.86% | -0.09% | +0.40% | |
| 37 | EVRG | Evergy Inc | 股票-公用事業 | 0.85% | -0.03% | -0.26% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.71% | +0.07% | +2.25% | |
| 39 | CME | Cme Group Inc | 股票-金融 | 0.67% | +0.17% | — | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.59% | -0.01% | +4.29% | |
| 41 | EMN | Eastman Chemical Co | 股票-原物料 | 0.57% | -0.57% | EXIT | |
| 42 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.55% | +0.06% | -7.70% | |
| 43 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.47% | -0.02% | +3.12% | |
| 44 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.40% | +0.04% | +148.87% | |
| 45 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.33% | +0.02% | -9.15% | |
| 46 | BWXT | Bwx Technologies Inc | 股票-工業 | 0.31% | -0.07% | +6.94% | |
| 47 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.30% | +0.04% | -13.22% | |
| 48 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.30% | +0.08% | — | |
| 49 | AVGO | Broadcom Inc | 股票-科技 | 0.29% | +0.01% | +7.57% | |
| 50 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.27% | — | -12.07% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ✓ | +1.3% | NEW | 新建倉 | |
| 2 | ✓ | +1.2% | NEW | 新建倉 | |
| 3 | ✓ | +1.2% | NEW | 新建倉 | |
| 4 | NTES | Netease Inc-adr | +1.1% | +137.12% | 加碼 |
| 5 | XYL | Xylem Inc | +0.9% | NEW | 新建倉 |
| 6 | HD | Home Depot Inc | +0.8% | +0.03% | 加碼 |
| 7 | Q | Qnity Electronics Inc | +0.7% | +2.64% | 加碼 |
| 8 | CME | Cme Group Inc | +0.7% | NEW | 新建倉 |
| 9 | JNJ | Johnson & Johnson | +0.5% | +38.60% | 加碼 |
| 10 | ADI | Analog Devices Inc | +0.5% | +2.29% | 加碼 |
| 11 | MCHP | Microchip Technology Inc | +0.4% | -1.70% | 減碼 |
| 12 | VTEB | Vanguard Tax-exempt Bond ETF | +0.3% | NEW | 新建倉 |
| 13 | QCOM | Qualcomm Inc | +0.3% | -0.80% | 減碼 |
| 14 | MSFT | Microsoft CORP | +0.2% | +13.93% | 加碼 |
| 15 | JPM | Jpmorgan Chase & Co | +0.2% | +0.22% | 加碼 |
| 16 | BAC | Bank Of America CORP | +0.2% | -0.64% | 減碼 |
| 17 | PNC | Pnc Financial Services Group | +0.2% | -0.14% | 減碼 |
| 18 | SOLS | Solstice Adv Materials Inc | +0.1% | -0.86% | 減碼 |
| 19 | NVDA | Nvidia CORP | +0.1% | +3.08% | 加碼 |
| 20 | IVV | Ishares Core S&p 500 ETF | +0.1% | +2.25% | 加碼 |
| 21 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +4.29% | 加碼 |
| 22 | IJR | Ishares Core S&p Small-cap E | +0.1% | +3.12% | 加碼 |
| 23 | AVGO | Broadcom Inc | +0.1% | +7.57% | 加碼 |
| 24 | EQIX | Equinix Inc | 0% | +0.28% | 加碼 |
| 25 | AAPL | Apple Inc | 0% | +12.04% | 加碼 |
| 26 | AMZN | Amazon.com Inc | 0% | +5.06% | 加碼 |
| 27 | CTAS | Cintas CORP | 0% | +19.03% | 加碼 |
| 28 | COST | Costco Wholesale CORP | 0% | +27.65% | 加碼 |
| 29 | LOW | Lowe's Cos Inc | 0% | +24.55% | 加碼 |
| 30 | EVRG | Evergy Inc | 0% | -0.26% | 減碼 |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | 不變 |
| 32 | SCI | Service CORP International | 0% | +23.40% | 加碼 |
| 33 | WFC | Wells Fargo & Co | — | +0.51% | 加碼 |
| 34 | SYK | Stryker CORP | 0% | -0.10% | 減碼 |
| 35 | BWXT | Bwx Technologies Inc | 0% | +6.94% | 加碼 |
| 36 | DIS | Walt Disney Co/the | 0% | -0.42% | 減碼 |
| 37 | EFA | Ishares Msci Eafe ETF | 0% | -9.15% | 減碼 |
| 38 | VIG | Vanguard Dividend Apprec ETF | 0% | -12.07% | 減碼 |
| 39 | BIV | Vanguard Intermediate-term B | -0.1% | -14.14% | 減碼 |
| 40 | PG | Procter & Gamble Co/the | -0.1% | +0.44% | 加碼 |
| 41 | BSV | Vanguard Short-term Bond ETF | -0.1% | -13.22% | 減碼 |
| 42 | XOM | Exxon Mobil CORP | -0.1% | — | 不變 |
| 43 | AGG | Ishares Core U.s. Aggregate | -0.1% | -7.70% | 減碼 |
| 44 | RTX | Rtx CORP | -0.1% | -0.51% | 減碼 |
| 45 | SRE | Sempra | -0.1% | +0.40% | 加碼 |
| 46 | EMN | Eastman Chemical Co | -0.1% | +1.92% | 加碼 |
| 47 | AJG | Arthur J Gallagher & Co | -0.1% | -6.58% | 減碼 |
| 48 | TEL | TE Connectivity plc | -0.1% | +0.23% | 加碼 |
| 49 | WM | Waste Management Inc | -0.1% | +0.02% | 加碼 |
| 50 | IWD | Ishares Russell 1000 Value E | -0.1% | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Brookmont Capital Management 在 Q2 2026 季度的美股持倉總市值約為 US$1.8億，共申報了 61 個公開持股部位。
在 Q2 2026 季度，Brookmont Capital Management 按市值排列的前三大核心持股分別為：HD (30.8%)、JPM (3.1%)、ADI (2.8%)。其中最大持股部位 HD 佔據整體投資組合約 30.8% 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$233.3萬
本季最大獲利了結 / 清倉標的
HON
前期市值: US$456.4萬
在 Q2 2026 季度中，Brookmont Capital Management 共進行了 63 項持倉異動，包含新建倉 6 個部位、加碼 32 個部位、減碼 21 個部位以及清倉 4 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。