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: 0000931097
申報總市值
US$12.9億
US$12.9億
116 檔
14.3%
在 Q1 2026 的 13F 官方備案中，Ccm Investment Advisers LLC 管理的美股投資組合規模來到 US$12.9億，整體持股檔數為 116 檔。
從 Q1 2026 申報觀察，Ccm Investment Advisers LLC 採取防禦導向的調倉策略，本季減碼 55 檔個股並出清 5 檔部位，顯示機構在該時期進行風險控制與流動性回收。
在資產配置集中度方面，Ccm Investment Advisers LLC 的前 5 大核心持股（包含 GOOGL, , NVDA 等）合計佔整體申報市值的 14.3%，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 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.64% | -0.24% | — | |
| 2 | ✓ | 股票-其他 | 3.64% | — | -3.33% | ||
| 3 | NVDA | Nvidia CORP | 股票-科技 | 3.49% | -0.18% | — | |
| 4 | ✓ | 股票-其他 | 3.49% | — | -1.90% | ||
| 5 | STX | Seagate Technology Holdings plc | 股票-科技 | 3.45% | +1.57% | — | |
| 6 | ✓ | 股票-其他 | 3.45% | — | -10.06% | ||
| 7 | CAT | Caterpillar Inc | 股票-工業 | 3.31% | +0.30% | -4.88% | |
| 8 | JBL | Jabil Inc | 股票-科技 | 3.16% | +0.16% | -5.39% | |
| 9 | AAPL | Apple Inc | 股票-科技 | 3.00% | -0.18% | -1.83% | |
| 10 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.95% | -0.10% | +0.49% | |
| 11 | AVGO | Broadcom Inc | 股票-科技 | 2.95% | -0.32% | -1.20% | |
| 12 | AMAT | Applied Materials Inc | 股票-科技 | 2.77% | +1.61% | -8.45% | |
| 13 | MSFT | Microsoft CORP | 股票-科技 | 2.40% | -0.23% | +5.63% | |
| 14 | WMT | Walmart Inc | 股票-非循環性消費 | 2.38% | -0.57% | -1.32% | |
| 15 | NFLX | Netflix Inc | 股票-通訊服務 | 2.30% | -0.66% | — | |
| 16 | ✓ | 股票-其他 | 2.30% | — | +15.07% | ||
| 17 | CSCO | Cisco Systems Inc | 股票-科技 | 2.15% | +0.40% | -1.89% | |
| 18 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.15% | -0.35% | +0.52% | |
| 19 | ETN | Eaton Corporation plc | 股票-工業 | 2.08% | -0.04% | -1.32% | |
| 20 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.02% | -0.18% | -5.54% | |
| 21 | HD | Home Depot Inc | 股票-循環性消費 | 1.87% | +0.02% | -0.16% | |
| 22 | MPC | Marathon Petroleum CORP | 股票-能源 | 1.73% | -0.29% | — | |
| 23 | ✓ | 股票-其他 | 1.73% | — | -2.86% | ||
| 24 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.72% | -0.24% | — | |
| 25 | ✓ | 股票-其他 | 1.72% | — | -2.09% | ||
| 26 | KLAC | Kla CORP | 股票-科技 | 1.71% | +1.14% | -0.43% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.65% | -0.19% | -0.38% | |
| 28 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 1.61% | -0.10% | -2.01% | |
| 29 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.60% | -0.43% | -0.13% | |
| 30 | CB | Chubb Limited | 股票-金融 | 1.59% | -0.21% | — | |
| 31 | ✓ | 股票-其他 | 1.59% | — | -0.83% | ||
| 32 | EVR | Evercore Inc - A | 股票-金融 | 1.57% | -0.11% | — | |
| 33 | ✓ | 股票-其他 | 1.57% | — | -1.61% | ||
| 34 | FCX | Freeport-mcmoran Inc | 股票-原物料 | 1.57% | -0.17% | -7.39% | |
| 35 | LMT | Lockheed Martin CORP | 股票-工業 | 1.56% | -0.24% | -1.63% | |
| 36 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.49% | +0.17% | -1.38% | |
| 37 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.48% | -0.05% | — | |
| 38 | ✓ | 股票-其他 | 1.48% | — | -2.34% | ||
| 39 | AMD | Advanced Micro Devices | 股票-科技 | 1.44% | +1.29% | +4.82% | |
| 40 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 1.44% | +0.80% | +2.28% | |
| 41 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.44% | -0.02% | +0.29% | |
| 42 | CVX | Chevron CORP | 股票-能源 | 1.43% | -0.48% | -2.29% | |
| 43 | SO | Southern Co/the | 股票-公用事業 | 1.38% | -0.24% | -8.40% | |
| 44 | V | Visa Inc-class A Shares | 股票-金融 | 1.37% | -0.08% | — | |
| 45 | ✓ | 股票-其他 | 1.37% | — | -0.52% | ||
| 46 | DUK | Duke Energy CORP | 股票-公用事業 | 1.33% | -0.27% | — | |
| 47 | ✓ | 股票-其他 | 1.33% | — | +2.37% | ||
| 48 | GM | General Motors Co | 股票-循環性消費 | 1.32% | -0.12% | — | |
| 49 | ✓ | 股票-其他 | 1.32% | — | -4.06% | ||
| 50 | COF | Capital One Financial CORP | 股票-金融 | 1.31% | +0.02% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ✓ | +0.8% | -10.06% | 減碼 | |
| 2 | ✓ | +0.5% | -2.86% | 減碼 | |
| 3 | AMAT | Applied Materials Inc | +0.5% | -8.45% | 減碼 |
| 4 | CAT | Caterpillar Inc | +0.5% | -4.88% | 減碼 |
| 5 | CVX | Chevron CORP | +0.4% | -2.29% | 減碼 |
| 6 | ✓ | +0.4% | +15.07% | 加碼 | |
| 7 | KLAC | Kla CORP | +0.3% | -0.43% | 減碼 |
| 8 | JBL | Jabil Inc | +0.3% | -5.39% | 減碼 |
| 9 | LMT | Lockheed Martin CORP | +0.3% | -1.63% | 減碼 |
| 10 | ✓ | +0.3% | +3.55% | 加碼 | |
| 11 | ORCL | Oracle CORP | +0.2% | +74.92% | 加碼 |
| 12 | WMT | Walmart Inc | +0.2% | -1.32% | 減碼 |
| 13 | ETN | Eaton Corporation plc | +0.2% | -1.32% | 減碼 |
| 14 | ✓ | +0.2% | -2.09% | 減碼 | |
| 15 | MPWR | Monolithic Power Systems Inc | +0.2% | +7.44% | 加碼 |
| 16 | ✓ | +0.2% | +2.37% | 加碼 | |
| 17 | LRCX | Lam Research CORP | +0.1% | -3.92% | 減碼 |
| 18 | PEP | Pepsico Inc | +0.1% | -0.13% | 減碼 |
| 19 | FCX | Freeport-mcmoran Inc | +0.1% | -7.39% | 減碼 |
| 20 | STT | State Street CORP | +0.1% | +8.83% | 加碼 |
| 21 | ✓ | +0.1% | -0.83% | 減碼 | |
| 22 | SNPS | Synopsys Inc | +0.1% | +23.91% | 加碼 |
| 23 | ✓ | 0% | -7.97% | 減碼 | |
| 24 | SO | Southern Co/the | 0% | -8.40% | 減碼 |
| 25 | TJX | Tjx Companies Inc | 0% | -0.60% | 減碼 |
| 26 | PG | Procter & Gamble Co/the | 0% | +0.29% | 加碼 |
| 27 | ✓ | 0% | -2.47% | 減碼 | |
| 28 | ✓ | 0% | -5.72% | 減碼 | |
| 29 | SPG | Simon Property Group Inc | 0% | — | 不變 |
| 30 | USPRX | Victory 500 Index-rwrd | — | +0.24% | 加碼 |
| 31 | KO | Coca-cola Co/the | — | — | 不變 |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | +0.30% | 加碼 |
| 33 | ORLY | O'reilly Automotive Inc | — | +0.13% | 加碼 |
| 34 | AMGN | Amgen Inc | — | -0.79% | 減碼 |
| 35 | VTI | Vanguard Total Stock Mkt ETF | — | — | 不變 |
| 36 | VIG | Vanguard Dividend Apprec ETF | — | — | 不變 |
| 37 | ✓ | — | — | 不變 | |
| 38 | USB 4 PERP M債券 | US Bancorp | — | — | 不變 |
| 39 | APO V7.625 09-15-53債券 | Apollo Global Management | — | — | 不變 |
| 40 | BAC 4.375 PERP NN債券 | Bank Of America CORP | — | — | 不變 |
| 41 | GD | General Dynamics CORP | — | — | 不變 |
| 42 | MCD | Mcdonald's CORP | — | — | 不變 |
| 43 | ALL | Allstate CORP | — | — | 不變 |
| 44 | UNH | Unitedhealth Group Inc | 0% | -19.65% | 減碼 |
| 45 | AMD | Advanced Micro Devices | 0% | +4.82% | 加碼 |
| 46 | LOW | Lowe's Cos Inc | 0% | -9.28% | 減碼 |
| 47 | ✓ | 0% | -1.03% | 減碼 | |
| 48 | SNVXX | Schwab Govt Mny Fnd-inv | 0% | -18.14% | 減碼 |
| 49 | IVV | Ishares Core S&p 500 ETF | 0% | — | 不變 |
| 50 | FISV | Fiserv Inc | 0% | -31.20% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Ccm Investment Advisers LLC 在 Q1 2026 季度的美股持倉總市值約為 US$12.9億，共申報了 116 個公開持股部位。
在 Q1 2026 季度，Ccm Investment Advisers LLC 按市值排列的前三大核心持股分別為：GOOGL (3.6%)、 (3.6%)、NVDA (3.5%)。其中最大持股部位 GOOGL 佔據整體投資組合約 3.6% 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
WM
市值: US$682.2萬
本季最大獲利了結 / 清倉標的
AZNN
前期市值: US$27.5萬
在 Q1 2026 季度中，Ccm Investment Advisers LLC 共進行了 85 項持倉異動，包含新建倉 9 個部位、加碼 16 個部位、減碼 55 個部位以及清倉 5 個部位。 其中最大新建倉標的為 WM。 本季清倉部位包含 AZNN。
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。