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: 0001738726
申報總市值
US$35.5億
US$35.5億
163 檔
6.5%
根據最新整理的 13F 季度數據集，Ceredex Value Advisors LLC 於 Q1 2026 結束時的管理資產規模為 US$35.5億。該機構在本季度申報了 163 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q1 2026，Ceredex Value Advisors LLC 展現出較為審慎的避險與獲利了結姿態。本季共減碼 77 個部位並完全清倉 44 檔持股，調降曝險的部位數量高於加碼動作。
檢視投資組合結構，前 5 大主力部位（包含 EQIX, JBL, TER）占據了總市值的 6.5%，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 | EQIX | Equinix Inc | 股票-房地產 | 1.48% | -0.94% | +53.56% | |
| 2 | JBL | Jabil Inc | 股票-科技 | 1.47% | -0.22% | -15.14% | |
| 3 | TER | Teradyne Inc | 股票-科技 | 1.46% | -0.31% | -21.39% | |
| 4 | NOK | Nokia Corp-spon Adr | 股票-科技 | 1.44% | -0.21% | -20.79% | |
| 5 | WM | Waste Management Inc | 股票-工業 | 1.41% | -0.63% | +110.63% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.40% | -0.36% | +7.26% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.31% | -0.16% | +6.20% | |
| 8 | LPLA | Lpl Financial Holdings Inc | 股票-金融 | 1.26% | -0.67% | — | |
| 9 | MKSI | Mks Inc | 股票-科技 | 1.23% | -0.52% | -9.15% | |
| 10 | GPC | Genuine Parts Co | 股票-循環性消費 | 1.22% | -1.22% | EXIT | |
| 11 | WDC | Western Digital CORP | 股票-科技 | 1.20% | -0.85% | -38.95% | |
| 12 | CMI | Cummins Inc | 股票-工業 | 1.18% | -1.18% | EXIT | |
| 13 | MCHP | Microchip Technology Inc | 股票-科技 | 1.18% | -1.18% | EXIT | |
| 14 | EVR | Evercore Inc - A | 股票-金融 | 1.16% | -0.12% | +23.14% | |
| 15 | OVV | Ovintiv Inc | 股票-能源 | 1.15% | -0.56% | — | |
| 16 | VMC | Vulcan Materials Co | 股票-原物料 | 1.12% | +0.08% | +105.83% | |
| 17 | JKHY | Jack Henry & Associates Inc | 股票-科技 | 1.11% | -1.11% | EXIT | |
| 18 | CR | Crane Co | 股票-工業 | 1.07% | -0.12% | +11.56% | |
| 19 | EGP | Eastgroup Properties Inc | 股票-房地產 | 1.05% | -0.11% | -13.14% | |
| 20 | RRX | Regal Rexnord CORP | 股票-工業 | 1.03% | -0.30% | +80.62% | |
| 21 | NVT | nVent Electric plc | 股票-工業 | 0.99% | -0.22% | +74.21% | |
| 22 | NDAQ | Nasdaq Inc | 股票-金融 | 0.99% | -0.98% | EXIT | |
| 23 | CVX | Chevron CORP | 股票-能源 | 0.98% | -0.39% | -12.13% | |
| 24 | AJG | Arthur J Gallagher & Co | 股票-金融 | 0.97% | +0.46% | -12.61% | |
| 25 | LYB | LyondellBasell Industries N.V. | 股票-原物料 | 0.90% | -0.90% | EXIT | |
| 26 | RYAN | Ryan Specialty Holdings Inc | 股票-金融 | 0.89% | -0.56% | +303.90% | |
| 27 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.88% | -0.88% | EXIT | |
| 28 | AEIS | Advanced Energy Industries | 股票-工業 | 0.86% | +0.18% | +5.90% | |
| 29 | AEE | Ameren Corporation | 股票-公用事業 | 0.86% | -0.12% | -4.39% | |
| 30 | GIL | Gildan Activewear Inc | 股票-循環性消費 | 0.84% | -0.84% | EXIT | |
| 31 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.83% | -0.06% | — | |
| 32 | HAL | Halliburton Co | 股票-能源 | 0.83% | -0.83% | EXIT | |
| 33 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.80% | +0.05% | -14.48% | |
| 34 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.80% | -0.07% | -0.50% | |
| 35 | AEP | American Electric Power | 股票-公用事業 | 0.79% | +0.66% | — | |
| 36 | REGN | Regeneron Pharmaceuticals | 股票-醫療保健 | 0.79% | +0.43% | +13.66% | |
| 37 | CRS | Carpenter Technology | 股票-工業 | 0.78% | -0.78% | EXIT | |
| 38 | A | Agilent Technologies Inc | 股票-醫療保健 | 0.76% | -0.06% | +41.67% | |
| 39 | CAH | Cardinal Health Inc | 股票-醫療保健 | 0.76% | +0.04% | — | |
| 40 | EME | Emcor Group Inc | 股票-工業 | 0.75% | -0.09% | -20.43% | |
| 41 | KEY | Keycorp | 股票-金融 | 0.75% | — | -51.54% | |
| 42 | EQT | Eqt CORP | 股票-能源 | 0.74% | -0.11% | -3.60% | |
| 43 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.74% | -0.08% | -11.90% | |
| 44 | AMAT | Applied Materials Inc | 股票-科技 | 0.74% | -0.07% | — | |
| 45 | COF | Capital One Financial CORP | 股票-金融 | 0.73% | -0.13% | +25.63% | |
| 46 | ETR | Entergy CORP | 股票-公用事業 | 0.73% | — | -13.28% | |
| 47 | TKO | Tko Group Holdings Inc | 股票-通訊服務 | 0.73% | +0.01% | — | |
| 48 | CNP | Centerpoint Energy Inc | 股票-公用事業 | 0.73% | — | — | |
| 49 | LECO | Lincoln Electric Holdings | 股票-工業 | 0.72% | -0.72% | EXIT | |
| 50 | Q | Qnity Electronics Inc | 股票-科技 | 0.72% | -0.24% | -7.84% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | WM | Waste Management Inc | +0.8% | +110.63% | 加碼 |
| 2 | EQIX | Equinix Inc | +0.8% | +53.56% | 加碼 |
| 3 | RRX | Regal Rexnord CORP | +0.6% | +80.62% | 加碼 |
| 4 | VMC | Vulcan Materials Co | +0.6% | +105.83% | 加碼 |
| 5 | RYAN | Ryan Specialty Holdings Inc | +0.6% | +303.90% | 加碼 |
| 6 | NVT | nVent Electric plc | +0.5% | +74.21% | 加碼 |
| 7 | AEIS | Advanced Energy Industries | +0.4% | +5.90% | 加碼 |
| 8 | MKSI | Mks Inc | +0.3% | -9.15% | 減碼 |
| 9 | TER | Teradyne Inc | +0.3% | -21.39% | 減碼 |
| 10 | Q | Qnity Electronics Inc | +0.2% | -7.84% | 減碼 |
| 11 | CVX | Chevron CORP | +0.2% | -12.13% | 減碼 |
| 12 | A | Agilent Technologies Inc | +0.2% | +41.67% | 加碼 |
| 13 | WLK | Westlake CORP | +0.1% | -24.50% | 減碼 |
| 14 | REGN | Regeneron Pharmaceuticals | +0.1% | +13.66% | 加碼 |
| 15 | EVR | Evercore Inc - A | +0.1% | +23.14% | 加碼 |
| 16 | EQT | Eqt CORP | +0.1% | -3.60% | 減碼 |
| 17 | ROST | Ross Stores Inc | +0.1% | +0.64% | 加碼 |
| 18 | CNP | Centerpoint Energy Inc | +0.1% | — | 不變 |
| 19 | ORCL | Oracle CORP | +0.1% | +63.52% | 加碼 |
| 20 | HBM | Hudbay Minerals Inc | +0.1% | +19.48% | 加碼 |
| 21 | NI | Nisource Inc | +0.1% | — | 不變 |
| 22 | LECO | Lincoln Electric Holdings | +0.1% | +6.18% | 加碼 |
| 23 | PWR | Quanta Services Inc | +0.1% | -16.18% | 減碼 |
| 24 | AEE | Ameren Corporation | +0.1% | -4.39% | 減碼 |
| 25 | CR | Crane Co | +0.1% | +11.56% | 加碼 |
| 26 | MSM | Msc Industrial Direct Co-a | +0.1% | +9.11% | 加碼 |
| 27 | ETR | Entergy CORP | +0.1% | -13.28% | 減碼 |
| 28 | YUM | Yum! Brands Inc | +0.1% | +4.84% | 加碼 |
| 29 | VTR | Ventas Inc | +0.1% | — | 不變 |
| 30 | FERG | Ferguson Enterprises Inc | +0.1% | — | 不變 |
| 31 | AXS | AXIS Capital Holdings Limited | +0.1% | +17.43% | 加碼 |
| 32 | JBL | Jabil Inc | +0.1% | -15.14% | 減碼 |
| 33 | GOOG | Alphabet Inc-cl C | 0% | +7.26% | 加碼 |
| 34 | NOK | Nokia Corp-spon Adr | 0% | -20.79% | 減碼 |
| 35 | MOS | Mosaic Co/the | 0% | -2.92% | 減碼 |
| 36 | JPM | Jpmorgan Chase & Co | 0% | +6.20% | 加碼 |
| 37 | GIL | Gildan Activewear Inc | 0% | +10.24% | 加碼 |
| 38 | WDC | Western Digital CORP | 0% | -38.95% | 減碼 |
| 39 | EME | Emcor Group Inc | 0% | -20.43% | 減碼 |
| 40 | GLW | Corning Inc | 0% | -37.70% | 減碼 |
| 41 | MRK | Merck & Co. Inc. | 0% | -14.48% | 減碼 |
| 42 | TKR | Timken Co | — | -20.83% | 減碼 |
| 43 | MTH | Meritage Homes CORP | — | +1.21% | 加碼 |
| 44 | HD | Home Depot Inc | 0% | -1.94% | 減碼 |
| 45 | MDLZ | Mondelez International Inc-a | 0% | -11.90% | 減碼 |
| 46 | COF | Capital One Financial CORP | 0% | +25.63% | 加碼 |
| 47 | EXE | Expand Energy CORP | 0% | -6.07% | 減碼 |
| 48 | HLIO | Helios Technologies Inc | 0% | -22.34% | 減碼 |
| 49 | TEL | TE Connectivity plc | 0% | +0.68% | 加碼 |
| 50 | GBCI | Glacier Bancorp Inc | 0% | -9.71% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Ceredex Value Advisors LLC 在 Q1 2026 季度的美股持倉總市值約為 US$35.5億，共申報了 163 個公開持股部位。
在 Q1 2026 季度，Ceredex Value Advisors LLC 按市值排列的前三大核心持股分別為：EQIX (1.5%)、JBL (1.5%)、TER (1.5%)。其中最大持股部位 EQIX 佔據整體投資組合約 1.5% 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
LPLA
市值: US$3998.6萬
本季最大獲利了結 / 清倉標的
MCO
前期市值: US$4796.0萬
在 Q1 2026 季度中，Ceredex Value Advisors LLC 共進行了 196 項持倉異動，包含新建倉 50 個部位、加碼 25 個部位、減碼 77 個部位以及清倉 44 個部位。 其中最大新建倉標的為 LPLA。 本季清倉部位包含 MCO。
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。