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: 0001164632
申報總市值
US$25.6億
US$25.6億
369 檔
19.0%
Chesley Taft & Associates LLC 在 Q2 2026 季度的美股部位總計估值為 US$25.6億，分散於 369 個持倉標的之中，反映其市場參與廣度與投資規模。
觀察 Q2 2026 的資金脈絡，Chesley Taft & Associates LLC 在獲利結算 18 檔個股的同時，將資本重新部署至 15 檔新選標的，展現主動管理機構的輪動節奏。
在資產配置集中度方面，Chesley Taft & Associates LLC 的前 5 大核心持股（包含 GOOG, NVDA, AAPL 等）合計佔整體申報市值的 19.0%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 369 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 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 5.76% | -0.31% | -1.82% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 3.62% | +0.51% | -1.79% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.20% | +0.43% | -0.02% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.16% | +0.12% | +0.11% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.15% | +1.13% | -8.78% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 3.13% | -0.23% | -2.50% | |
| 7 | PANW | Palo Alto Networks Inc | 股票-科技 | 2.42% | +0.02% | -5.42% | |
| 8 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.41% | -0.10% | -1.80% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.18% | — | -2.31% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.15% | -0.20% | +0.43% | |
| 11 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.07% | +0.09% | -0.46% | |
| 12 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 2.01% | +0.03% | +3.60% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.81% | -0.12% | -0.28% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.79% | +0.02% | -1.59% | |
| 15 | SYK | Stryker CORP | 股票-醫療保健 | 1.70% | -0.22% | -0.32% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 1.64% | +0.07% | -0.01% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.40% | -0.07% | -2.68% | |
| 18 | APH | Amphenol Corp-cl A | 股票-科技 | 1.39% | -0.09% | -2.04% | |
| 19 | CB | Chubb Limited | 股票-金融 | 1.38% | -0.06% | +1.08% | |
| 20 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.34% | +0.14% | -2.25% | |
| 21 | AXP | American Express Co | 股票-金融 | 1.08% | -0.11% | -1.53% | |
| 22 | MA | Mastercard Inc - A | 股票-金融 | 1.01% | +0.09% | +0.18% | |
| 23 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.99% | +0.10% | +15.27% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.98% | +0.02% | +4.65% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.97% | -0.04% | +9.90% | |
| 26 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.95% | -0.03% | -0.38% | |
| 27 | RTX | Rtx CORP | 股票-工業 | 0.92% | -0.01% | +2.69% | |
| 28 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.86% | -0.02% | +0.68% | |
| 29 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.85% | -0.07% | -2.94% | |
| 30 | COF | Capital One Financial CORP | 股票-金融 | 0.85% | -0.01% | +6.71% | |
| 31 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.85% | +0.04% | -2.18% | |
| 32 | ORCL | Oracle CORP | 股票-科技 | 0.84% | -0.06% | -1.05% | |
| 33 | HD | Home Depot Inc | 股票-循環性消費 | 0.84% | -0.53% | -6.29% | |
| 34 | C | Citigroup Inc | 股票-金融 | 0.83% | -0.06% | +2.09% | |
| 35 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.83% | +0.29% | +1.12% | |
| 36 | AZO | Autozone Inc | 股票-循環性消費 | 0.82% | -0.09% | +1.20% | |
| 37 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.82% | +0.21% | -0.33% | |
| 38 | WM | Waste Management Inc | 股票-工業 | 0.80% | -0.05% | +0.63% | |
| 39 | ITW | Illinois Tool Works | 股票-工業 | 0.78% | -0.04% | -4.48% | |
| 40 | UBER | Uber Technologies Inc | 股票-工業 | 0.76% | -0.46% | +19.90% | |
| 41 | EQT | Eqt CORP | 股票-能源 | 0.71% | -0.14% | -0.24% | |
| 42 | WFC | Wells Fargo & Co | 股票-金融 | 0.71% | -0.04% | -0.89% | |
| 43 | XOM | Exxon Mobil CORP | 股票-能源 | 0.69% | -0.69% | EXIT | |
| 44 | JMUB | Jpmorgan Municipal ETF | ETF-其他 | 0.62% | — | +11.22% | |
| 45 | AZN | AstraZeneca PLC | 股票-醫療保健 | 0.60% | -0.02% | +3.14% | |
| 46 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.58% | -0.05% | -0.32% | |
| 47 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 0.57% | +0.03% | +24.16% | |
| 48 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.55% | — | — | |
| 49 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.54% | +0.04% | -2.56% | |
| 50 | XLF | Ss Financial Select Sector | ETF-其他 | 0.53% | — | +0.19% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | PANW | Palo Alto Networks Inc | +1.1% | -5.42% | 減碼 |
| 2 | GOOG | Alphabet Inc-cl C | +0.7% | -1.82% | 減碼 |
| 3 | AVGO | Broadcom Inc | +0.3% | -2.50% | 減碼 |
| 4 | APH | Amphenol Corp-cl A | +0.3% | -2.04% | 減碼 |
| 5 | MU | Micron Technology Inc | +0.3% | +113.32% | 加碼 |
| 6 | IJR | Ishares Core S&p Small-cap E | +0.2% | +0.43% | 加碼 |
| 7 | AMZN | Amazon.com Inc | +0.2% | +0.11% | 加碼 |
| 8 | DELL | Dell Technologies -c | +0.2% | +58.45% | 加碼 |
| 9 | AAPL | Apple Inc | +0.2% | -0.02% | 減碼 |
| 10 | CRM | Salesforce Inc | +0.2% | +96.56% | 加碼 |
| 11 | NVDA | Nvidia CORP | +0.2% | -1.79% | 減碼 |
| 12 | LLY | Eli Lilly & Co | +0.2% | -0.38% | 減碼 |
| 13 | GOOGL | Alphabet Inc-cl A | +0.2% | -2.68% | 減碼 |
| 14 | IVV | Ishares Core S&p 500 ETF | +0.1% | +9.90% | 加碼 |
| 15 | IXUS | Ishares Core Intl Stock ETF | +0.1% | +3.60% | 加碼 |
| 16 | C | Citigroup Inc | +0.1% | +2.09% | 加碼 |
| 17 | UNH | Unitedhealth Group Inc | +0.1% | -1.31% | 減碼 |
| 18 | IJH | Ishares Core S&p Midcap ETF | +0.1% | -0.28% | 減碼 |
| 19 | AMD | Advanced Micro Devices | +0.1% | NEW | 新建倉 |
| 20 | INTC | Intel CORP | +0.1% | +0.69% | 加碼 |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -1.59% | 減碼 |
| 22 | V | Visa Inc-class A Shares | +0.1% | -0.01% | 減碼 |
| 23 | UBER | Uber Technologies Inc | +0.1% | +19.90% | 加碼 |
| 24 | JMST | JPM Ultra-short Muni Income | +0.1% | +24.16% | 加碼 |
| 25 | VEA | Vanguard Ftse Developed ETF | +0.1% | +4.65% | 加碼 |
| 26 | COF | Capital One Financial CORP | +0.1% | +6.71% | 加碼 |
| 27 | GEV | GE Vernova Inc | +0.1% | +2.52% | 加碼 |
| 28 | AMAT | Applied Materials Inc | +0.1% | -15.17% | 減碼 |
| 29 | VB | Vanguard Small-cap ETF | +0.1% | +6.63% | 加碼 |
| 30 | CSL | Carlisle Cos Inc | +0.1% | +80.64% | 加碼 |
| 31 | TXN | Texas Instruments Inc | +0.1% | +9.54% | 加碼 |
| 32 | TOST | Toast Inc-class A | +0.1% | NEW | 新建倉 |
| 33 | GWW | Ww Grainger Inc | +0.1% | +0.72% | 加碼 |
| 34 | VEU | Vanguard Ftse All-world Ex-u | 0% | +0.68% | 加碼 |
| 35 | VO | Vanguard Mid-cap ETF | 0% | +317.41% | 加碼 |
| 36 | URI | United Rentals Inc | 0% | -4.33% | 減碼 |
| 37 | BE | Bloom Energy Corp- A | 0% | -3.86% | 減碼 |
| 38 | GE | General Electric | 0% | -0.16% | 減碼 |
| 39 | USB | US Bancorp | 0% | NEW | 新建倉 |
| 40 | CSCO | Cisco Systems Inc | 0% | +1.29% | 加碼 |
| 41 | JPM | Jpmorgan Chase & Co | 0% | -2.31% | 減碼 |
| 42 | AXP | American Express Co | 0% | -1.53% | 減碼 |
| 43 | JMUB | Jpmorgan Municipal ETF | 0% | +11.22% | 加碼 |
| 44 | VTI | Vanguard Total Stock Mkt ETF | 0% | +2.68% | 加碼 |
| 45 | UNP | Union Pacific CORP | 0% | +1.39% | 加碼 |
| 46 | QCOM | Qualcomm Inc | 0% | +7.67% | 加碼 |
| 47 | CAT | Caterpillar Inc | 0% | +5.12% | 加碼 |
| 48 | KLAC | Kla CORP | 0% | +607.99% | 加碼 |
| 49 | GLW | Corning Inc | 0% | -17.01% | 減碼 |
| 50 | ULTA | Ulta Beauty Inc | 0% | +175.81% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Chesley Taft & Associates LLC 在 Q2 2026 季度的美股持倉總市值約為 US$25.6億，共申報了 369 個公開持股部位。
在 Q2 2026 季度，Chesley Taft & Associates LLC 按市值排列的前三大核心持股分別為：GOOG (5.8%)、NVDA (3.6%)、AAPL (3.2%)。其中最大持股部位 GOOG 佔據整體投資組合約 5.8% 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
AMD
市值: US$293.4萬
本季最大獲利了結 / 清倉標的
HON
前期市值: US$2239.9萬
在 Q2 2026 季度中，Chesley Taft & Associates LLC 共進行了 193 項持倉異動，包含新建倉 15 個部位、加碼 73 個部位、減碼 87 個部位以及清倉 18 個部位。 其中最大新建倉標的為 AMD。 本季清倉部位包含 HON。
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。