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: 0001462020
申報總市值
US$387.8億
US$387.8億
642 檔
22.6%
根據最新整理的 13F 季度數據集，Chevy Chase Trust Holdings, LLC 於 Q1 2026 結束時的管理資產規模為 US$387.8億。該機構在本季度申報了 642 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q1 2026，Chevy Chase Trust Holdings, LLC 展現出較為審慎的避險與獲利了結姿態。本季共減碼 163 個部位並完全清倉 5 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 NVDA, AAPL, MSFT）占據了總市值的 22.6%，展現出該機構在 Q1 2026 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 642 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 | NVDA | Nvidia CORP | 股票-科技 | 7.48% | +0.04% | -2.88% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 6.57% | +0.04% | -2.88% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.68% | -0.55% | -2.97% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.58% | +0.03% | -2.18% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.98% | +0.29% | -3.76% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.65% | +0.25% | -2.70% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 2.41% | +0.20% | -0.82% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.85% | -0.16% | -2.64% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.79% | -0.24% | -2.39% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.64% | -0.05% | -3.59% | |
| 11 | TSLA | Tesla Inc | 股票-循環性消費 | 1.49% | -0.01% | -2.74% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 1.20% | -0.02% | -2.40% | |
| 13 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.13% | -0.19% | +0.22% | |
| 14 | XOM | Exxon Mobil CORP | 股票-能源 | 1.06% | -0.35% | -4.06% | |
| 15 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.05% | +0.15% | -3.07% | |
| 16 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.02% | +0.02% | -6.33% | |
| 17 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.92% | -0.09% | -3.56% | |
| 18 | WMT | Walmart Inc | 股票-非循環性消費 | 0.78% | -0.15% | -2.79% | |
| 19 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.73% | -0.10% | -0.84% | |
| 20 | MA | Mastercard Inc - A | 股票-金融 | 0.61% | -0.07% | -3.08% | |
| 21 | NFLX | Netflix Inc | 股票-通訊服務 | 0.58% | -0.20% | -3.13% | |
| 22 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.57% | — | -2.74% | |
| 23 | CVX | Chevron CORP | 股票-能源 | 0.56% | -0.17% | -3.78% | |
| 24 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.56% | -0.13% | +4.98% | |
| 25 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.55% | -0.09% | -0.60% | |
| 26 | MU | Micron Technology Inc | 股票-科技 | 0.55% | +1.09% | -2.62% | |
| 27 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 0.52% | — | -0.18% | |
| 28 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.50% | -0.06% | -3.28% | |
| 29 | CAT | Caterpillar Inc | 股票-工業 | 0.48% | +0.14% | -3.90% | |
| 30 | HD | Home Depot Inc | 股票-循環性消費 | 0.48% | -0.03% | -2.69% | |
| 31 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.47% | -0.14% | -2.86% | |
| 32 | AMD | Advanced Micro Devices | 股票-科技 | 0.47% | +0.71% | -2.68% | |
| 33 | BAC | Bank Of America CORP | 股票-金融 | 0.47% | — | -4.16% | |
| 34 | CSCO | Cisco Systems Inc | 股票-科技 | 0.46% | +0.14% | -2.52% | |
| 35 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 0.46% | -0.04% | -1.09% | |
| 36 | REGN | Regeneron Pharmaceuticals | 股票-醫療保健 | 0.46% | -0.17% | +2.53% | |
| 37 | SAN | Banco Santander Sa-spon Adr | 股票-金融 | 0.45% | +0.05% | -1.04% | |
| 38 | SHEL | Shell Plc-adr | 股票-能源 | 0.45% | -0.12% | -0.82% | |
| 39 | ASML | ASML Holding N.V. | 股票-科技 | 0.45% | +0.15% | -1.97% | |
| 40 | AEP | American Electric Power | 股票-公用事業 | 0.44% | -0.03% | -0.95% | |
| 41 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.44% | +0.16% | -4.78% | |
| 42 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.44% | -0.13% | -4.79% | |
| 43 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.44% | -0.06% | +3.17% | |
| 44 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.44% | -0.03% | -2.93% | |
| 45 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.43% | -0.02% | -2.97% | |
| 46 | GE | General Electric | 股票-工業 | 0.43% | +0.06% | -3.39% | |
| 47 | AMAT | Applied Materials Inc | 股票-科技 | 0.41% | +0.33% | -6.16% | |
| 48 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.40% | -0.11% | -2.27% | |
| 49 | SLB | Slb LTD | 股票-能源 | 0.40% | -0.04% | +12.31% | |
| 50 | CDNS | Cadence Design Sys Inc | 股票-科技 | 0.39% | +0.08% | -0.91% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +0.3% | -4.06% | 減碼 |
| 2 | COST | Costco Wholesale CORP | +0.2% | +0.22% | 加碼 |
| 3 | CVX | Chevron CORP | +0.2% | -3.78% | 減碼 |
| 4 | VZ | Verizon Communications Inc | +0.2% | +4.98% | 加碼 |
| 5 | JNJ | Johnson & Johnson | +0.2% | -3.56% | 減碼 |
| 6 | SLB | Slb LTD | +0.2% | +12.31% | 加碼 |
| 7 | CGNX | Cognex CORP | +0.1% | +25.33% | 加碼 |
| 8 | SHEL | Shell Plc-adr | +0.1% | -0.82% | 減碼 |
| 9 | WMB | Williams Cos Inc | +0.1% | +16.10% | 加碼 |
| 10 | FNV | Franco-nevada CORP | +0.1% | +9.19% | 加碼 |
| 11 | MU | Micron Technology Inc | +0.1% | -2.62% | 減碼 |
| 12 | EOG | Eog Resources Inc | +0.1% | -1.35% | 減碼 |
| 13 | AMAT | Applied Materials Inc | +0.1% | -6.16% | 減碼 |
| 14 | ASML | ASML Holding N.V. | +0.1% | -1.97% | 減碼 |
| 15 | CAT | Caterpillar Inc | +0.1% | -3.90% | 減碼 |
| 16 | NEE | Nextera Energy Inc | +0.1% | -0.60% | 減碼 |
| 17 | WMT | Walmart Inc | +0.1% | -2.79% | 減碼 |
| 18 | GEV | GE Vernova Inc | +0.1% | -3.44% | 減碼 |
| 19 | SNDK | Sandisk CORP | +0.1% | +3.02% | 加碼 |
| 20 | COP | Conocophillips | +0.1% | -3.83% | 減碼 |
| 21 | LRCX | Lam Research CORP | +0.1% | -3.37% | 減碼 |
| 22 | IVV | Ishares Core S&p 500 ETF | +0.1% | +33.09% | 加碼 |
| 23 | LMT | Lockheed Martin CORP | +0.1% | -1.98% | 減碼 |
| 24 | BWXT | Bwx Technologies Inc | +0.1% | +2.59% | 加碼 |
| 25 | INTC | Intel CORP | +0.1% | +1.75% | 加碼 |
| 26 | AEP | American Electric Power | +0.1% | -0.95% | 減碼 |
| 27 | TJX | Tjx Companies Inc | +0.1% | -0.84% | 減碼 |
| 28 | KTOS | Kratos Defense & Security | +0.1% | +453.11% | 加碼 |
| 29 | GLW | Corning Inc | +0.1% | -2.73% | 減碼 |
| 30 | MRK | Merck & Co. Inc. | +0.1% | -2.97% | 減碼 |
| 31 | NVS | Novartis Ag-sponsored Adr | +0.1% | -1.09% | 減碼 |
| 32 | LIN | Linde plc | +0.1% | -2.71% | 減碼 |
| 33 | ASND | Ascendis Pharma A/S | +0.1% | +117.77% | 加碼 |
| 34 | WDC | Western Digital CORP | +0.1% | -3.49% | 減碼 |
| 35 | KLAC | Kla CORP | +0.1% | -3.06% | 減碼 |
| 36 | ATO | Atmos Energy CORP | +0.1% | +2.69% | 加碼 |
| 37 | DE | Deere & Co | +0.1% | -2.50% | 減碼 |
| 38 | T | At&t Inc | +0.1% | -4.06% | 減碼 |
| 39 | KO | Coca-cola Co/the | +0.1% | -2.93% | 減碼 |
| 40 | IAU | Ishares Gold Trust | +0.1% | -2.27% | 減碼 |
| 41 | VLO | Valero Energy CORP | 0% | -2.82% | 減碼 |
| 42 | STX | Seagate Technology Holdings plc | 0% | -2.74% | 減碼 |
| 43 | MPC | Marathon Petroleum CORP | 0% | -4.73% | 減碼 |
| 44 | PSX | Phillips 66 | 0% | -2.91% | 減碼 |
| 45 | MUFG | Mitsubishi Ufj Finl-spon Adr | 0% | +2.87% | 加碼 |
| 46 | EQIX | Equinix Inc | 0% | -2.77% | 減碼 |
| 47 | ADI | Analog Devices Inc | 0% | -3.45% | 減碼 |
| 48 | HON | Honeywell International Inc | 0% | -2.53% | 減碼 |
| 49 | GILD | Gilead Sciences Inc | 0% | -2.81% | 減碼 |
| 50 | ECL | Ecolab Inc | 0% | +5.81% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Chevy Chase Trust Holdings, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$387.8億，共申報了 642 個公開持股部位。
在 Q1 2026 季度，Chevy Chase Trust Holdings, LLC 按市值排列的前三大核心持股分別為：NVDA (7.5%)、AAPL (6.6%)、MSFT (4.7%)。其中最大持股部位 NVDA 佔據整體投資組合約 7.5% 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
VRT
市值: US$4730.2萬
本季最大獲利了結 / 清倉標的
AMCR
前期市值: US$945.8萬
在 Q1 2026 季度中，Chevy Chase Trust Holdings, LLC 共進行了 200 項持倉異動，包含新建倉 5 個部位、加碼 27 個部位、減碼 163 個部位以及清倉 5 個部位。 其中最大新建倉標的為 VRT。 本季清倉部位包含 AMCR。
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。