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: 0001395055
申報總市值
US$13.3億
US$13.3億
177 檔
19.6%
Q1 2026 季度申報顯示，Callahan Advisors, LLC 揭露的美股組合總市值為 US$13.3億，涵蓋 177 個不同之權益投資部位。
Callahan Advisors, LLC 在 Q1 2026 進行了結構性的板塊輪動與部位換股。在開立 14 個全新部位及加碼 62 檔持股的同時，亦同步清倉 11 檔並減碼 78 檔標的。
檢視投資組合結構，前 5 大主力部位（包含 GOOG, META, AMZN）占據了總市值的 19.6%，展現出該機構在 Q1 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 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 5.92% | +0.39% | -6.02% | |
| 2 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 4.86% | -0.48% | +0.19% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.06% | +0.18% | +3.47% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.90% | -0.34% | +1.17% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 2.98% | +0.11% | -0.54% | |
| 6 | CB | Chubb Limited | 股票-金融 | 2.70% | -0.10% | +2.04% | |
| 7 | CAT | Caterpillar Inc | 股票-工業 | 2.63% | +0.55% | -12.64% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 2.49% | +0.20% | +5.25% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.39% | -0.09% | +0.72% | |
| 10 | BN | Brookfield CORP | 股票-金融 | 2.38% | -0.10% | +0.25% | |
| 11 | NEE | Nextera Energy Inc | 股票-公用事業 | 2.35% | -0.43% | -6.09% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.34% | -0.01% | -1.21% | |
| 13 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.23% | -0.19% | -9.19% | |
| 14 | EQT | Eqt CORP | 股票-能源 | 1.99% | -0.43% | +4.43% | |
| 15 | AMAT | Applied Materials Inc | 股票-科技 | 1.91% | +1.43% | -9.25% | |
| 16 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 1.83% | +0.05% | +12.32% | |
| 17 | XOM | Exxon Mobil CORP | 股票-能源 | 1.83% | -0.55% | -3.23% | |
| 18 | FDX | Fedex CORP | 股票-工業 | 1.82% | -0.41% | -5.61% | |
| 19 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.72% | -0.21% | +1.87% | |
| 20 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.67% | -0.23% | +4.64% | |
| 21 | MA | Mastercard Inc - A | 股票-金融 | 1.58% | -0.02% | +12.97% | |
| 22 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.55% | +0.42% | +5.22% | |
| 23 | ASML | ASML Holding N.V. | 股票-科技 | 1.49% | +0.64% | +2.29% | |
| 24 | WMT | Walmart Inc | 股票-非循環性消費 | 1.40% | -0.27% | -6.14% | |
| 25 | CVX | Chevron CORP | 股票-能源 | 1.35% | -0.39% | -7.34% | |
| 26 | SYK | Stryker CORP | 股票-醫療保健 | 1.35% | +0.07% | +2.48% | |
| 27 | PFE | Pfizer Inc | 股票-醫療保健 | 1.32% | -0.46% | -10.38% | |
| 28 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.20% | -0.08% | -1.06% | |
| 29 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.17% | +0.60% | +23.52% | |
| 30 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.13% | -0.19% | -3.41% | |
| 31 | CTVA | Corteva Inc | 股票-原物料 | 0.95% | -0.28% | -1.93% | |
| 32 | FTNT | Fortinet Inc | 股票-科技 | 0.92% | +0.62% | +0.07% | |
| 33 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.87% | +0.31% | -19.04% | |
| 34 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.87% | -0.14% | -3.19% | |
| 35 | NFLX | Netflix Inc | 股票-通訊服務 | 0.86% | -0.04% | +139.04% | |
| 36 | STE | STERIS plc | 股票-醫療保健 | 0.85% | -0.11% | -0.54% | |
| 37 | DY | Dycom Industries Inc | 股票-工業 | 0.80% | +0.27% | -6.26% | |
| 38 | ETN | Eaton Corporation plc | 股票-工業 | 0.77% | +0.06% | -1.51% | |
| 39 | WELL | Welltower Inc | 股票-房地產 | 0.70% | +0.02% | -4.97% | |
| 40 | PAYX | Paychex Inc | 股票-科技 | 0.68% | +0.13% | +11.06% | |
| 41 | URI | United Rentals Inc | 股票-工業 | 0.67% | +0.26% | -2.70% | |
| 42 | MSCI | Msci Inc | 股票-金融 | 0.65% | +0.06% | +142.57% | |
| 43 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.65% | — | -6.19% | |
| 44 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.64% | -0.12% | -10.62% | |
| 45 | IQV | Iqvia Holdings Inc | 股票-醫療保健 | 0.63% | -0.08% | +3.13% | |
| 46 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.62% | +0.24% | +13.39% | |
| 47 | PRI | Primerica Inc | 股票-金融 | 0.53% | +0.14% | +38.49% | |
| 48 | EXP | Eagle Materials Inc | 股票-原物料 | 0.51% | +0.05% | -27.31% | |
| 49 | ENB | Enbridge Inc | 股票-能源 | 0.51% | -0.07% | -7.72% | |
| 50 | STEL | Stellar Bancorp Inc | 股票-其他 | 0.50% | -0.02% | -0.04% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NFLX | Netflix Inc | +0.5% | +139.04% | 加碼 |
| 2 | XOM | Exxon Mobil CORP | +0.5% | -3.23% | 減碼 |
| 3 | EQT | Eqt CORP | +0.4% | +4.43% | 加碼 |
| 4 | MSCI | Msci Inc | +0.4% | +142.57% | 加碼 |
| 5 | DVA | Davita Inc | +0.4% | +266.34% | 加碼 |
| 6 | AMAT | Applied Materials Inc | +0.4% | -9.25% | 減碼 |
| 7 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +23.52% | 加碼 |
| 8 | ASML | ASML Holding N.V. | +0.3% | +2.29% | 加碼 |
| 9 | CVX | Chevron CORP | +0.3% | -7.34% | 減碼 |
| 10 | FDX | Fedex CORP | +0.3% | -5.61% | 減碼 |
| 11 | CLX | Clorox Company | +0.2% | +79.93% | 加碼 |
| 12 | CAT | Caterpillar Inc | +0.2% | -12.64% | 減碼 |
| 13 | NEE | Nextera Energy Inc | +0.2% | -6.09% | 減碼 |
| 14 | GEV | GE Vernova Inc | +0.2% | +48.61% | 加碼 |
| 15 | CB | Chubb Limited | +0.2% | +2.04% | 加碼 |
| 16 | MELI | Mercadolibre Inc | +0.2% | +127.38% | 加碼 |
| 17 | CTVA | Corteva Inc | +0.2% | -1.93% | 減碼 |
| 18 | PEP | Pepsico Inc | +0.2% | +1.87% | 加碼 |
| 19 | JNJ | Johnson & Johnson | +0.2% | -9.19% | 減碼 |
| 20 | KMI | Kinder Morgan, Inc. | +0.2% | -3.19% | 減碼 |
| 21 | PRI | Primerica Inc | +0.1% | +38.49% | 加碼 |
| 22 | GE | General Electric | +0.1% | +197.19% | 加碼 |
| 23 | MCD | Mcdonald's CORP | +0.1% | +4.64% | 加碼 |
| 24 | SLB | Slb LTD | +0.1% | -0.31% | 減碼 |
| 25 | STEL | Stellar Bancorp Inc | +0.1% | -0.04% | 減碼 |
| 26 | ETN | Eaton Corporation plc | +0.1% | -1.51% | 減碼 |
| 27 | WMT | Walmart Inc | +0.1% | -6.14% | 減碼 |
| 28 | D | Dominion Energy Inc | +0.1% | +46.31% | 加碼 |
| 29 | LMT | Lockheed Martin CORP | +0.1% | -1.37% | 減碼 |
| 30 | BHP | Bhp Group Ltd-spon Adr | 0% | -1.36% | 減碼 |
| 31 | HSY | Hershey Co/the | 0% | — | 不變 |
| 32 | EPD | Enterprise Products Partners | 0% | -3.37% | 減碼 |
| 33 | FTNT | Fortinet Inc | 0% | +0.07% | 加碼 |
| 34 | PFE | Pfizer Inc | 0% | -10.38% | 減碼 |
| 35 | KO | Coca-cola Co/the | 0% | +0.65% | 加碼 |
| 36 | MRK | Merck & Co. Inc. | 0% | — | 不變 |
| 37 | EOG | Eog Resources Inc | 0% | -17.71% | 減碼 |
| 38 | COP | Conocophillips | 0% | -1.21% | 減碼 |
| 39 | ENB | Enbridge Inc | 0% | -7.72% | 減碼 |
| 40 | CVS | Cvs Health CORP | 0% | +13.39% | 加碼 |
| 41 | LIN | Linde plc | 0% | +18.76% | 加碼 |
| 42 | FSLR | First Solar Inc | 0% | +46.77% | 加碼 |
| 43 | FE | Firstenergy CORP | 0% | — | 不變 |
| 44 | NTRS | Northern Trust CORP | 0% | +2.74% | 加碼 |
| 45 | FANG | Diamondback Energy Inc | 0% | -8.01% | 減碼 |
| 46 | RTX | Rtx CORP | 0% | -0.33% | 減碼 |
| 47 | TJX | Tjx Companies Inc | 0% | -0.47% | 減碼 |
| 48 | WELL | Welltower Inc | 0% | -4.97% | 減碼 |
| 49 | PG | Procter & Gamble Co/the | 0% | -1.06% | 減碼 |
| 50 | MA | Mastercard Inc - A | 0% | +12.97% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Callahan Advisors, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$13.3億，共申報了 177 個公開持股部位。
在 Q1 2026 季度，Callahan Advisors, LLC 按市值排列的前三大核心持股分別為：GOOG (5.9%)、META (4.9%)、AMZN (4.1%)。其中最大持股部位 GOOG 佔據整體投資組合約 5.9% 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
MHD
市值: US$266.9萬
本季最大獲利了結 / 清倉標的
UL
前期市值: US$213.5萬
在 Q1 2026 季度中，Callahan Advisors, LLC 共進行了 165 項持倉異動，包含新建倉 14 個部位、加碼 62 個部位、減碼 78 個部位以及清倉 11 個部位。 其中最大新建倉標的為 MHD。 本季清倉部位包含 UL。
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。