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: 0001681490
申報總市值
US$1.8億
US$1.8億
116 檔
10.6%
在 Q1 2026 申報期間，Cascade Investment Advisors, Inc.（CIK: 0001681490）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$1.8億，共持有 116 個公開申報部位。
在 Q1 2026 期間，Cascade Investment Advisors, Inc. 展現了靈活的資產再平衡步調，透過出清 5 檔弱勢或達到目標價部位，將資金轉置於 8 檔新建倉標的之中。
在資產配置集中度方面，Cascade Investment Advisors, Inc. 的前 5 大核心持股（包含 AAPL, VTI, MSFT 等）合計佔整體申報市值的 10.6%，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 | 2.61% | +0.08% | -2.45% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.35% | +0.32% | +7.14% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.23% | -0.13% | +3.29% | |
| 4 | AMAT | Applied Materials Inc | 股票-科技 | 2.22% | +1.01% | -22.80% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.12% | +0.05% | +0.70% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.03% | +0.23% | -2.09% | |
| 7 | USB | US Bancorp | 股票-金融 | 2.03% | +0.12% | -2.11% | |
| 8 | JBL | Jabil Inc | 股票-科技 | 1.96% | +0.29% | -21.25% | |
| 9 | CMI | Cummins Inc | 股票-工業 | 1.89% | +0.23% | -2.91% | |
| 10 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.89% | -0.16% | -0.75% | |
| 11 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 1.85% | -0.13% | -2.59% | |
| 12 | CAT | Caterpillar Inc | 股票-工業 | 1.80% | +0.29% | -17.79% | |
| 13 | CSCO | Cisco Systems Inc | 股票-科技 | 1.65% | +0.38% | -2.26% | |
| 14 | ECG | Everus Construction Group | 股票-工業 | 1.62% | -1.51% | -4.12% | |
| 15 | HLT | Hilton Worldwide Holdings In | 股票-循環性消費 | 1.52% | -0.04% | -1.66% | |
| 16 | PCAR | Paccar Inc | 股票-工業 | 1.49% | -0.08% | -0.89% | |
| 17 | OSIS | Osi Systems Inc | 股票-科技 | 1.46% | -0.35% | -0.48% | |
| 18 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.37% | -0.08% | -0.11% | |
| 19 | JLL | Jones Lang Lasalle Inc | 股票-房地產 | 1.36% | -0.11% | +0.53% | |
| 20 | WSM | Williams-sonoma Inc | 股票-循環性消費 | 1.31% | +0.22% | -0.33% | |
| 21 | ICE | Intercontinental Exchange In | 股票-金融 | 1.30% | -0.25% | +0.07% | |
| 22 | COP | Conocophillips | 股票-能源 | 1.21% | -0.35% | -1.56% | |
| 23 | CHRW | C.h. Robinson Worldwide Inc | 股票-工業 | 1.21% | +0.03% | -0.97% | |
| 24 | MDT | Medtronic plc | 股票-醫療保健 | 1.20% | -0.08% | +6.32% | |
| 25 | KMI | Kinder Morgan, Inc. | 股票-能源 | 1.16% | -0.21% | -4.44% | |
| 26 | CTRA | Coterra Energy Inc | 股票-能源 | 1.16% | -1.16% | EXIT | |
| 27 | SPG | Simon Property Group Inc | 股票-房地產 | 1.13% | +0.08% | -0.78% | |
| 28 | AKAM | Akamai Technologies Inc | 股票-科技 | 1.10% | -0.12% | -5.27% | |
| 29 | FDX | Fedex CORP | 股票-工業 | 1.09% | -0.22% | -0.10% | |
| 30 | EMR | Emerson Electric Co | 股票-工業 | 1.08% | — | -0.29% | |
| 31 | SNY | Sanofi-adr | 股票-醫療保健 | 1.08% | -0.19% | +1.85% | |
| 32 | VOYA | Voya Financial Inc | 股票-金融 | 1.07% | +0.09% | -2.99% | |
| 33 | BWXT | Bwx Technologies Inc | 股票-工業 | 1.07% | -0.13% | -0.79% | |
| 34 | PFE | Pfizer Inc | 股票-醫療保健 | 1.06% | -0.17% | +0.51% | |
| 35 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.05% | -0.11% | -0.16% | |
| 36 | HII | Huntington Ingalls Industrie | 股票-工業 | 1.05% | -0.39% | -3.62% | |
| 37 | AIZ | Assurant Inc | 股票-金融 | 1.04% | +0.13% | +0.81% | |
| 38 | ZBRA | Zebra Technologies Corp-cl A | 股票-科技 | 1.03% | +0.21% | +15.28% | |
| 39 | MCHP | Microchip Technology Inc | 股票-科技 | 1.00% | +0.24% | -0.88% | |
| 40 | NUE | Nucor CORP | 股票-原物料 | 0.99% | +0.17% | -0.75% | |
| 41 | TEX | Terex CORP | 股票-工業 | 0.97% | -0.97% | EXIT | |
| 42 | CVX | Chevron CORP | 股票-能源 | 0.97% | -0.26% | -6.45% | |
| 43 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.96% | -0.05% | +15.36% | |
| 44 | CMC | Commercial Metals Co | 股票-工業 | 0.96% | -0.07% | +0.09% | |
| 45 | ORCL | Oracle CORP | 股票-科技 | 0.96% | -0.02% | +1.20% | |
| 46 | ZTS | Zoetis Inc | 股票-醫療保健 | 0.95% | -0.12% | +13.93% | |
| 47 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.93% | +0.11% | +31.11% | |
| 48 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 0.92% | -0.04% | +4.21% | |
| 49 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.91% | -0.08% | -9.96% | |
| 50 | ABNB | Airbnb Inc-class A | 股票-循環性消費 | 0.90% | +0.05% | -11.74% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ECG | Everus Construction Group | +0.4% | -4.12% | 減碼 |
| 2 | COP | Conocophillips | +0.3% | -1.56% | 減碼 |
| 3 | CTRA | Coterra Energy Inc | +0.3% | -0.40% | 減碼 |
| 4 | CBT | Cabot CORP | +0.2% | +26.53% | 加碼 |
| 5 | AKAM | Akamai Technologies Inc | +0.2% | -5.27% | 減碼 |
| 6 | JNJ | Johnson & Johnson | +0.2% | -0.11% | 減碼 |
| 7 | CVX | Chevron CORP | +0.2% | -6.45% | 減碼 |
| 8 | FDX | Fedex CORP | +0.2% | -0.10% | 減碼 |
| 9 | KMI | Kinder Morgan, Inc. | +0.2% | -4.44% | 減碼 |
| 10 | BWXT | Bwx Technologies Inc | +0.2% | -0.79% | 減碼 |
| 11 | KNF | Knife River CORP | +0.1% | +2.91% | 加碼 |
| 12 | NVS | Novartis Ag-sponsored Adr | +0.1% | -2.59% | 減碼 |
| 13 | PFE | Pfizer Inc | +0.1% | +0.51% | 加碼 |
| 14 | APD | Air Products & Chemicals Inc | +0.1% | +3.29% | 加碼 |
| 15 | TEX | Terex CORP | +0.1% | +0.58% | 加碼 |
| 16 | CMCSA | Comcast Corp-class A | +0.1% | +15.36% | 加碼 |
| 17 | ARE | Alexandria Real Estate Equit | +0.1% | +38.34% | 加碼 |
| 18 | SON | Sonoco Products Co | +0.1% | +6.05% | 加碼 |
| 19 | XOM | Exxon Mobil CORP | +0.1% | -0.24% | 減碼 |
| 20 | EPD | Enterprise Products Partners | +0.1% | — | 不變 |
| 21 | KIM | Kimco Realty CORP | +0.1% | +0.22% | 加碼 |
| 22 | HII | Huntington Ingalls Industrie | +0.1% | -3.62% | 減碼 |
| 23 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +7.14% | 加碼 |
| 24 | PCAR | Paccar Inc | +0.1% | -0.89% | 減碼 |
| 25 | ZTS | Zoetis Inc | +0.1% | +13.93% | 加碼 |
| 26 | HLT | Hilton Worldwide Holdings In | +0.1% | -1.66% | 減碼 |
| 27 | AMAT | Applied Materials Inc | +0.1% | -22.80% | 減碼 |
| 28 | FLS | Flowserve CORP | +0.1% | +2.47% | 加碼 |
| 29 | NOC | Northrop Grumman CORP | +0.1% | — | 不變 |
| 30 | HD | Home Depot Inc | +0.1% | +12.61% | 加碼 |
| 31 | OSIS | Osi Systems Inc | +0.1% | -0.48% | 減碼 |
| 32 | FPX | First Trust US Equity Opport | +0.1% | +10.11% | 加碼 |
| 33 | CMI | Cummins Inc | +0.1% | -2.91% | 減碼 |
| 34 | CARR | Carrier Global CORP | 0% | +0.97% | 加碼 |
| 35 | SHEL | Shell Plc-adr | 0% | — | 不變 |
| 36 | CAT | Caterpillar Inc | 0% | -17.79% | 減碼 |
| 37 | CHRW | C.h. Robinson Worldwide Inc | 0% | -0.97% | 減碼 |
| 38 | SPYV | Ss Spdr P S&p 500 Value ETF | 0% | +12.23% | 加碼 |
| 39 | USFR | Wisdomtree Floating Rate Tre | 0% | +13.02% | 加碼 |
| 40 | NUE | Nucor CORP | 0% | -0.75% | 減碼 |
| 41 | GILD | Gilead Sciences Inc | 0% | — | 不變 |
| 42 | FISV | Fiserv Inc | 0% | +23.93% | 加碼 |
| 43 | WSM | Williams-sonoma Inc | 0% | -0.33% | 減碼 |
| 44 | SCHV | Schwab US Large-cap Value | 0% | +4.36% | 加碼 |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +8.01% | 加碼 |
| 46 | PYPL | Paypal Holdings Inc | 0% | +31.11% | 加碼 |
| 47 | SNY | Sanofi-adr | 0% | +1.85% | 加碼 |
| 48 | ETN | Eaton Corporation plc | 0% | -7.82% | 減碼 |
| 49 | SUI | Sun Communities Inc | 0% | -0.23% | 減碼 |
| 50 | MCHP | Microchip Technology Inc | 0% | -0.88% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Cascade Investment Advisors, Inc. 在 Q1 2026 季度的美股持倉總市值約為 US$1.8億，共申報了 116 個公開持股部位。
在 Q1 2026 季度，Cascade Investment Advisors, Inc. 按市值排列的前三大核心持股分別為：AAPL (2.6%)、VTI (2.4%)、MSFT (2.2%)。其中最大持股部位 AAPL 佔據整體投資組合約 2.6% 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
OLED
市值: US$129.0萬
本季最大獲利了結 / 清倉標的
TXRH
前期市值: US$167.3萬
在 Q1 2026 季度中，Cascade Investment Advisors, Inc. 共進行了 108 項持倉異動，包含新建倉 8 個部位、加碼 42 個部位、減碼 53 個部位以及清倉 5 個部位。 其中最大新建倉標的為 OLED。 本季清倉部位包含 TXRH。
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。