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: 0001422849
申報總市值
US$8464.3億
US$8464.3億
620 檔
15.0%
Capital World Investors 在 Q1 2026 季度的美股部位總計估值為 US$8464.3億，分散於 620 個持倉標的之中，反映其市場參與廣度與投資規模。
觀察 Q1 2026 的資金脈絡，Capital World Investors 在獲利結算 11 檔個股的同時，將資本重新部署至 21 檔新選標的，展現主動管理機構的輪動節奏。
從部位權重觀察，前 5 大標的（包含 AVGO, META, MSFT）累計市值佔比達 15.0%，是驅動 Capital World Investors 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 620 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 | AVGO | Broadcom Inc | 股票-科技 | 4.91% | +0.53% | -5.73% | |
| 2 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.20% | -0.48% | +3.78% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.12% | -0.69% | -4.24% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 3.10% | -0.52% | -0.42% | |
| 5 | PM | Philip Morris International | 股票-非循環性消費 | 3.01% | -0.16% | +0.83% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.56% | +0.54% | +21.28% | |
| 7 | TSLA | Tesla Inc | 股票-循環性消費 | 2.18% | +0.09% | +0.99% | |
| 8 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.96% | +0.29% | +3.93% | |
| 9 | MU | Micron Technology Inc | 股票-科技 | 1.94% | +2.08% | -27.80% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.75% | +0.02% | +55.16% | |
| 11 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 1.55% | -0.02% | -0.56% | |
| 12 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.52% | +0.42% | +20.01% | |
| 13 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.43% | +0.29% | +49.31% | |
| 14 | AMGN | Amgen Inc | 股票-醫療保健 | 1.41% | -0.17% | +26.80% | |
| 15 | CNQ | Canadian Natural Resources | 股票-能源 | 1.32% | -0.30% | -1.07% | |
| 16 | NFLX | Netflix Inc | 股票-通訊服務 | 1.30% | -0.56% | +10.93% | |
| 17 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.26% | -0.16% | +21.94% | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 1.04% | +0.11% | +2.86% | |
| 19 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.03% | +0.44% | +22.98% | |
| 20 | EOG | Eog Resources Inc | 股票-能源 | 1.02% | -0.17% | +27.79% | |
| 21 | BAC | Bank Of America CORP | 股票-金融 | 0.96% | -0.18% | +2.11% | |
| 22 | DE | Deere & Co | 股票-工業 | 0.94% | -0.08% | +27.95% | |
| 23 | AAPL | Apple Inc | 股票-科技 | 0.94% | +0.40% | -1.26% | |
| 24 | UNP | Union Pacific CORP | 股票-工業 | 0.90% | -0.03% | +34.44% | |
| 25 | KLAC | Kla CORP | 股票-科技 | 0.82% | +0.79% | +11.90% | |
| 26 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.78% | -0.17% | -3.70% | |
| 27 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.76% | +0.16% | +14.17% | |
| 28 | AZN | AstraZeneca PLC | 股票-醫療保健 | 0.75% | -0.09% | — | |
| 29 | RCL | Royal Caribbean Cruises Ltd. | 股票-循環性消費 | 0.75% | -0.05% | +21.14% | |
| 30 | WPM | Wheaton Precious Metals CORP | 股票-原物料 | 0.75% | -0.26% | +12.80% | |
| 31 | SO | Southern Co/the | 股票-公用事業 | 0.74% | -0.03% | +36.70% | |
| 32 | TDG | Transdigm Group Inc | 股票-工業 | 0.74% | -0.07% | +18.00% | |
| 33 | HD | Home Depot Inc | 股票-循環性消費 | 0.72% | -0.17% | +22.79% | |
| 34 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.71% | -0.41% | +29.78% | |
| 35 | BA | Boeing Co/the | 股票-工業 | 0.70% | +0.08% | -5.38% | |
| 36 | DHI | Dr Horton Inc | 股票-循環性消費 | 0.69% | +0.03% | -0.03% | |
| 37 | ASML | ASML Holding N.V. | 股票-科技 | 0.67% | +0.21% | -3.82% | |
| 38 | NOC | Northrop Grumman CORP | 股票-工業 | 0.64% | -0.34% | +100.70% | |
| 39 | NET | Cloudflare Inc - Class A | 股票-科技 | 0.64% | +0.06% | -36.54% | |
| 40 | C | Citigroup Inc | 股票-金融 | 0.63% | -0.07% | -12.83% | |
| 41 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.62% | -0.06% | -14.99% | |
| 42 | TTE | TotalEnergies SE | 股票-其他 | 0.61% | -0.15% | +651.71% | |
| 43 | AEM | Agnico Eagle Mines LTD | 股票-原物料 | 0.60% | -0.24% | +1.35% | |
| 44 | GE | General Electric | 股票-工業 | 0.59% | +0.10% | -27.66% | |
| 45 | IBM | Intl Business Machines CORP | 股票-科技 | 0.56% | -0.02% | -22.52% | |
| 46 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.55% | -0.09% | -29.54% | |
| 47 | FE | Firstenergy CORP | 股票-公用事業 | 0.54% | -0.10% | +0.93% | |
| 48 | LHX | L3harris Technologies Inc | 股票-工業 | 0.52% | -0.29% | -5.44% | |
| 49 | MELI | Mercadolibre Inc | 股票-循環性消費 | 0.52% | -0.16% | +28.58% | |
| 50 | GEV | GE Vernova Inc | 股票-工業 | 0.51% | +0.19% | +95.38% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | TTE | TotalEnergies SE | +0.6% | +651.71% | 加碼 |
| 2 | GOOG | Alphabet Inc-cl C | +0.5% | +55.16% | 加碼 |
| 3 | EOG | Eog Resources Inc | +0.4% | +27.79% | 加碼 |
| 4 | WDC | Western Digital CORP | +0.4% | +1016.96% | 加碼 |
| 5 | CNQ | Canadian Natural Resources | +0.4% | -1.07% | 減碼 |
| 6 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | +20.01% | 加碼 |
| 7 | AMGN | Amgen Inc | +0.4% | +26.80% | 加碼 |
| 8 | NOC | Northrop Grumman CORP | +0.4% | +100.70% | 加碼 |
| 9 | AMZN | Amazon.com Inc | +0.4% | +49.31% | 加碼 |
| 10 | DE | Deere & Co | +0.3% | +27.95% | 加碼 |
| 11 | GEV | GE Vernova Inc | +0.3% | +95.38% | 加碼 |
| 12 | SBUX | Starbucks CORP | +0.3% | +21.94% | 加碼 |
| 13 | T | At&t Inc | +0.3% | +141.81% | 加碼 |
| 14 | GOOGL | Alphabet Inc-cl A | +0.3% | +21.28% | 加碼 |
| 15 | UNP | Union Pacific CORP | +0.3% | +34.44% | 加碼 |
| 16 | SO | Southern Co/the | +0.3% | +36.70% | 加碼 |
| 17 | CTVA | Corteva Inc | +0.2% | +68.57% | 加碼 |
| 18 | KLAC | Kla CORP | +0.2% | +11.90% | 加碼 |
| 19 | SLB | Slb LTD | +0.2% | +104.24% | 加碼 |
| 20 | EXC | Exelon CORP | +0.2% | +296.76% | 加碼 |
| 21 | XOM | Exxon Mobil CORP | +0.2% | +117.91% | 加碼 |
| 22 | NFLX | Netflix Inc | +0.2% | +10.93% | 加碼 |
| 23 | WPM | Wheaton Precious Metals CORP | +0.2% | +12.80% | 加碼 |
| 24 | FTAI | FTAI Aviation Ltd. | +0.2% | +30.62% | 加碼 |
| 25 | BG | Bunge Global SA | +0.2% | +21.74% | 加碼 |
| 26 | CMCSA | Comcast Corp-class A | +0.1% | +29.78% | 加碼 |
| 27 | RCL | Royal Caribbean Cruises Ltd. | +0.1% | +21.14% | 加碼 |
| 28 | JNJ | Johnson & Johnson | +0.1% | +21.22% | 加碼 |
| 29 | PM | Philip Morris International | +0.1% | +0.83% | 加碼 |
| 30 | STZ | Constellation Brands Inc-a | +0.1% | +68.63% | 加碼 |
| 31 | BKR | Baker Hughes Co | +0.1% | +2.54% | 加碼 |
| 32 | ASML | ASML Holding N.V. | +0.1% | -3.82% | 減碼 |
| 33 | AEM | Agnico Eagle Mines LTD | +0.1% | +1.35% | 加碼 |
| 34 | MDT | Medtronic plc | +0.1% | +134.62% | 加碼 |
| 35 | HD | Home Depot Inc | +0.1% | +22.79% | 加碼 |
| 36 | DB | Deutsche Bank Aktiengesellschaft | +0.1% | +130037.30% | 加碼 |
| 37 | RTX | Rtx CORP | +0.1% | +43.02% | 加碼 |
| 38 | BAP | Credicorp Ltd. | +0.1% | +77.94% | 加碼 |
| 39 | DIS | Walt Disney Co/the | +0.1% | +155.61% | 加碼 |
| 40 | PGR | Progressive CORP | +0.1% | +48.84% | 加碼 |
| 41 | VNOM | Viper Energy Inc-cl A | +0.1% | +85.94% | 加碼 |
| 42 | COP | Conocophillips | +0.1% | +59.17% | 加碼 |
| 43 | MRNA | Moderna Inc | +0.1% | +45.76% | 加碼 |
| 44 | SCCO | Southern Copper CORP | +0.1% | +35.01% | 加碼 |
| 45 | BA 6 10-15-27債券 | Boeing Co/the | +0.1% | +32.81% | 加碼 |
| 46 | RGLD | Royal Gold Inc | +0.1% | +8.04% | 加碼 |
| 47 | ALB | Albemarle CORP | +0.1% | +12.56% | 加碼 |
| 48 | WELL | Welltower Inc | +0.1% | +18.41% | 加碼 |
| 49 | LYB | LyondellBasell Industries N.V. | +0.1% | +19.36% | 加碼 |
| 50 | VALE | Vale Sa-sp Adr | +0.1% | +17.37% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Capital World Investors 在 Q1 2026 季度的美股持倉總市值約為 US$8464.3億，共申報了 620 個公開持股部位。
在 Q1 2026 季度，Capital World Investors 按市值排列的前三大核心持股分別為：AVGO (4.9%)、META (3.2%)、MSFT (3.1%)。其中最大持股部位 AVGO 佔據整體投資組合約 4.9% 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
AZN
市值: US$55.2億
本季最大獲利了結 / 清倉標的
SNPS
前期市值: US$31.2億
在 Q1 2026 季度中，Capital World Investors 共進行了 200 項持倉異動，包含新建倉 21 個部位、加碼 87 個部位、減碼 81 個部位以及清倉 11 個部位。 其中最大新建倉標的為 AZN。 本季清倉部位包含 SNPS。
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。