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: 0001730126
申報總市值
US$4.0億
US$4.0億
103 檔
33.4%
Buckley Wealth Management, LLC 在 Q1 2026 季度的美股部位總計估值為 US$4.0億，分散於 103 個持倉標的之中，反映其市場參與廣度與投資規模。
Buckley Wealth Management, LLC 於 Q1 2026 展現出進攻型調倉步調，本季推動了 6 檔股票的新建倉與 51 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
在資產配置集中度方面，Buckley Wealth Management, LLC 的前 5 大核心持股（包含 AAPL, MSFT, CVX 等）合計佔整體申報市值的 33.4%，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 | 10.06% | +0.95% | +0.26% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 6.59% | +0.06% | +2.64% | |
| 3 | CVX | Chevron CORP | 股票-能源 | 6.24% | -1.45% | -1.74% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 6.22% | +1.33% | -1.31% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 5.39% | +0.27% | +4.17% | |
| 6 | XOM | Exxon Mobil CORP | 股票-能源 | 4.62% | -4.62% | EXIT | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 4.51% | +0.35% | +3.86% | |
| 8 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.22% | +0.44% | +5.62% | |
| 9 | JNJ | Johnson & Johnson | 股票-醫療保健 | 3.69% | +0.01% | -0.28% | |
| 10 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 3.62% | -0.46% | +1.02% | |
| 11 | AMGN | Amgen Inc | 股票-醫療保健 | 2.97% | -0.03% | -0.40% | |
| 12 | CSCO | Cisco Systems Inc | 股票-科技 | 2.46% | +0.92% | -1.81% | |
| 13 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.22% | +0.04% | +1.15% | |
| 14 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.84% | — | +1.88% | |
| 15 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.69% | +0.43% | -0.91% | |
| 16 | CAT | Caterpillar Inc | 股票-工業 | 1.62% | +0.49% | -0.56% | |
| 17 | NVDA | Nvidia CORP | 股票-科技 | 1.46% | +0.21% | +14.22% | |
| 18 | IDA | Idacorp Inc | 股票-公用事業 | 1.38% | +0.03% | — | |
| 19 | MMM | 3m Co | 股票-工業 | 0.99% | +0.09% | -1.59% | |
| 20 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.91% | +0.10% | +1.43% | |
| 21 | HD | Home Depot Inc | 股票-循環性消費 | 0.86% | +0.04% | +2.22% | |
| 22 | TRGP | Targa Resources CORP | 股票-能源 | 0.80% | -0.08% | +55.23% | |
| 23 | PFE | Pfizer Inc | 股票-醫療保健 | 0.79% | -0.16% | -2.70% | |
| 24 | T | At&t Inc | 股票-通訊服務 | 0.74% | -0.16% | — | |
| 25 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.74% | -0.07% | -0.89% | |
| 26 | AVGO | Broadcom Inc | 股票-科技 | 0.74% | +0.16% | +3.97% | |
| 27 | LMT | Lockheed Martin CORP | 股票-工業 | 0.65% | -0.11% | +2.43% | |
| 28 | BAC | Bank Of America CORP | 股票-金融 | 0.57% | — | -2.11% | |
| 29 | VLO | Valero Energy CORP | 股票-能源 | 0.53% | -0.14% | -8.38% | |
| 30 | LRCX | Lam Research CORP | 股票-科技 | 0.51% | +0.39% | +5.90% | |
| 31 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.51% | — | -4.47% | |
| 32 | GEHC | GE Healthcare Technology | 股票-醫療保健 | 0.51% | +0.07% | — | |
| 33 | C | Citigroup Inc | 股票-金融 | 0.50% | -0.03% | -6.05% | |
| 34 | FDX | Fedex CORP | 股票-工業 | 0.48% | -0.15% | -4.57% | |
| 35 | BKH | Black Hills CORP | 股票-公用事業 | 0.45% | +0.01% | -3.77% | |
| 36 | V | Visa Inc-class A Shares | 股票-金融 | 0.45% | +0.07% | +27.10% | |
| 37 | OKE | Oneok Inc | 股票-能源 | 0.44% | -0.04% | +3.52% | |
| 38 | TGT | Target CORP | 股票-循環性消費 | 0.44% | -0.03% | -2.53% | |
| 39 | WMB | Williams Cos Inc | 股票-能源 | 0.44% | -0.03% | +0.04% | |
| 40 | KVUE | Kenvue Inc | 股票-非循環性消費 | 0.42% | +0.03% | +0.00% | |
| 41 | R | Ryder System Inc | 股票-工業 | 0.42% | +0.08% | -0.55% | |
| 42 | TT | Trane Technologies plc | 股票-工業 | 0.42% | +0.08% | +11.02% | |
| 43 | KR | Kroger Co | 股票-非循環性消費 | 0.41% | -0.11% | -2.93% | |
| 44 | BA | Boeing Co/the | 股票-工業 | 0.41% | +0.04% | +9.48% | |
| 45 | DOW | Dow Inc | 股票-原物料 | 0.40% | -0.22% | -11.14% | |
| 46 | TXN | Texas Instruments Inc | 股票-科技 | 0.40% | +0.18% | +5.64% | |
| 47 | CAH | Cardinal Health Inc | 股票-醫療保健 | 0.40% | +0.02% | -12.93% | |
| 48 | Q | Qnity Electronics Inc | 股票-科技 | 0.40% | +0.12% | -1.45% | |
| 49 | MS | Morgan Stanley | 股票-金融 | 0.40% | +0.02% | +9.41% | |
| 50 | ETN | Eaton Corporation plc | 股票-工業 | 0.40% | +0.05% | +14.50% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CVX | Chevron CORP | +1.4% | -1.74% | 減碼 |
| 2 | XOM | Exxon Mobil CORP | +1.1% | -2.78% | 減碼 |
| 3 | JNJ | Johnson & Johnson | +0.4% | -0.28% | 減碼 |
| 4 | TRGP | Targa Resources CORP | +0.4% | +55.23% | 加碼 |
| 5 | COST | Costco Wholesale CORP | +0.4% | +1.02% | 加碼 |
| 6 | CAT | Caterpillar Inc | +0.3% | -0.56% | 減碼 |
| 7 | NEE | Nextera Energy Inc | +0.2% | +1.88% | 加碼 |
| 8 | MRK | Merck & Co. Inc. | +0.2% | -0.91% | 減碼 |
| 9 | DOW | Dow Inc | +0.1% | -11.14% | 減碼 |
| 10 | VLO | Valero Energy CORP | +0.1% | -8.38% | 減碼 |
| 11 | LMT | Lockheed Martin CORP | +0.1% | +2.43% | 加碼 |
| 12 | MPC | Marathon Petroleum CORP | +0.1% | — | 不變 |
| 13 | IDA | Idacorp Inc | +0.1% | — | 不變 |
| 14 | LRCX | Lam Research CORP | +0.1% | +5.90% | 加碼 |
| 15 | Q | Qnity Electronics Inc | +0.1% | -1.45% | 減碼 |
| 16 | AMGN | Amgen Inc | +0.1% | -0.40% | 減碼 |
| 17 | T | At&t Inc | +0.1% | — | 不變 |
| 18 | OKE | Oneok Inc | +0.1% | +3.52% | 加碼 |
| 19 | ETN | Eaton Corporation plc | +0.1% | +14.50% | 加碼 |
| 20 | LIN | Linde plc | +0.1% | +11.15% | 加碼 |
| 21 | WMB | Williams Cos Inc | +0.1% | +0.04% | 加碼 |
| 22 | TGT | Target CORP | +0.1% | -2.53% | 減碼 |
| 23 | FDX | Fedex CORP | +0.1% | -4.57% | 減碼 |
| 24 | PEP | Pepsico Inc | +0.1% | +30.67% | 加碼 |
| 25 | TT | Trane Technologies plc | +0.1% | +11.02% | 加碼 |
| 26 | TXN | Texas Instruments Inc | +0.1% | +5.64% | 加碼 |
| 27 | UNP | Union Pacific CORP | +0.1% | +17.54% | 加碼 |
| 28 | MLI | Mueller Industries Inc | +0.1% | +30.60% | 加碼 |
| 29 | NVDA | Nvidia CORP | 0% | +14.22% | 加碼 |
| 30 | PFE | Pfizer Inc | 0% | -2.70% | 減碼 |
| 31 | WEC | Wec Energy Group Inc | 0% | +11.21% | 加碼 |
| 32 | HON | Honeywell International Inc | 0% | — | 不變 |
| 33 | WM | Waste Management Inc | 0% | +15.75% | 加碼 |
| 34 | CME | Cme Group Inc | 0% | +11.29% | 加碼 |
| 35 | WELL | Welltower Inc | 0% | +16.51% | 加碼 |
| 36 | KR | Kroger Co | 0% | -2.93% | 減碼 |
| 37 | PM | Philip Morris International | 0% | +13.19% | 加碼 |
| 38 | O | Realty Income CORP | 0% | +17.97% | 加碼 |
| 39 | PH | Parker Hannifin CORP | 0% | +12.00% | 加碼 |
| 40 | MCK | Mckesson CORP | 0% | +14.96% | 加碼 |
| 41 | V | Visa Inc-class A Shares | 0% | +27.10% | 加碼 |
| 42 | 6D8 | Dupont De Nemours Inc | 0% | -3.91% | 減碼 |
| 43 | TMUS | T-mobile US Inc | 0% | +10.27% | 加碼 |
| 44 | GEV | GE Vernova Inc | 0% | -8.31% | 減碼 |
| 45 | R | Ryder System Inc | 0% | -0.55% | 減碼 |
| 46 | MCD | Mcdonald's CORP | 0% | +4.90% | 加碼 |
| 47 | LOW | Lowe's Cos Inc | 0% | +9.14% | 加碼 |
| 48 | SYY | Sysco CORP | 0% | +9.31% | 加碼 |
| 49 | EMR | Emerson Electric Co | 0% | +21.89% | 加碼 |
| 50 | AMD | Advanced Micro Devices | 0% | +16.67% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Buckley Wealth Management, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$4.0億，共申報了 103 個公開持股部位。
在 Q1 2026 季度，Buckley Wealth Management, LLC 按市值排列的前三大核心持股分別為：AAPL (10.1%)、MSFT (6.6%)、CVX (6.2%)。其中最大持股部位 AAPL 佔據整體投資組合約 10.1% 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
GEHC
市值: US$198.5萬
本季最大獲利了結 / 清倉標的
UNH
前期市值: US$97.5萬
在 Q1 2026 季度中，Buckley Wealth Management, LLC 共進行了 97 項持倉異動，包含新建倉 6 個部位、加碼 51 個部位、減碼 34 個部位以及清倉 6 個部位。 其中最大新建倉標的為 GEHC。 本季清倉部位包含 UNH。
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。