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: 0001601539
申報總市值
US$6.9億
US$6.9億
380 檔
17.0%
根據最新整理的 13F 季度數據集，CHICAGO TRUST Co NA 於 Q1 2026 結束時的管理資產規模為 US$6.9億。該機構在本季度申報了 380 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q1 2026，CHICAGO TRUST Co NA 展現出較為審慎的避險與獲利了結姿態。本季共減碼 83 個部位並完全清倉 29 檔持股，調降曝險的部位數量高於加碼動作。
整體而言，CHICAGO TRUST Co NA 的前 5 大持股（包含 AAPL, NVDA, H FINK HOLDCO LLC）貢獻了組合市值的 17.0%，形成該機構在 Q1 2026 季度的基本面基石。
僅顯示前 200 大持股（共 380 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 | AAPL | Apple Inc | 股票-科技 | 4.81% | +0.18% | -3.95% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 4.09% | +0.21% | +2.60% | |
| 3 | ✓ | H Fink Holdco LLC | 股票-其他 | 4.07% | -0.38% | — | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 3.39% | -0.31% | -5.04% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.38% | +0.13% | +33.07% | |
| 6 | WTFC | Wintrust Financial CORP | 股票-金融 | 2.34% | +0.07% | -12.00% | |
| 7 | ✓ | 股票-其他 | 2.22% | -0.21% | — | ||
| 8 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.15% | +0.22% | +24.12% | |
| 9 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.90% | +0.11% | -3.78% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.74% | +0.19% | -8.76% | |
| 11 | XOM | Exxon Mobil CORP | 股票-能源 | 1.71% | -0.51% | +5.20% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.59% | +0.03% | -3.69% | |
| 13 | ✓ | Lfi Capital Account | 股票-其他 | 1.40% | -0.13% | — | |
| 14 | CVX | Chevron CORP | 股票-能源 | 1.21% | -0.35% | -1.69% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 1.20% | -0.02% | +31.34% | |
| 16 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.16% | +0.21% | -2.62% | |
| 17 | AVGO | Broadcom Inc | 股票-科技 | 1.13% | +0.30% | -5.90% | |
| 18 | LRCX | Lam Research CORP | 股票-科技 | 1.08% | +0.80% | -4.94% | |
| 19 | AXP | American Express Co | 股票-金融 | 0.99% | +0.06% | -7.40% | |
| 20 | MCK | Mckesson CORP | 股票-醫療保健 | 0.96% | -0.18% | -6.09% | |
| 21 | BAC | Bank Of America CORP | 股票-金融 | 0.86% | +0.06% | +2.46% | |
| 22 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.84% | -0.04% | -12.52% | |
| 23 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.84% | -0.04% | -9.14% | |
| 24 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.80% | -0.11% | +16.32% | |
| 25 | WMT | Walmart Inc | 股票-非循環性消費 | 0.79% | -0.09% | +61.96% | |
| 26 | ORCL | Oracle CORP | 股票-科技 | 0.79% | -0.10% | +3.14% | |
| 27 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.78% | -0.13% | -6.82% | |
| 28 | SHEL | Shell Plc-adr | 股票-能源 | 0.76% | -0.17% | +5.86% | |
| 29 | CB | Chubb Limited | 股票-金融 | 0.76% | -0.05% | -6.61% | |
| 30 | CSCO | Cisco Systems Inc | 股票-科技 | 0.72% | +0.21% | -3.71% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.70% | -0.04% | -23.24% | |
| 32 | C | Citigroup Inc | 股票-金融 | 0.68% | +0.02% | -1.66% | |
| 33 | PM | Philip Morris International | 股票-非循環性消費 | 0.58% | — | -8.36% | |
| 34 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.58% | -0.14% | -0.61% | |
| 35 | ✓ | 股票-其他 | 0.57% | -0.05% | — | ||
| 36 | HON | Honeywell International Inc | 股票-工業 | 0.56% | -0.04% | -0.83% | |
| 37 | UNP | Union Pacific CORP | 股票-工業 | 0.55% | +0.04% | -16.52% | |
| 38 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.53% | -0.07% | -3.92% | |
| 39 | IDXX | Idexx Laboratories Inc | 股票-醫療保健 | 0.52% | -0.08% | +61.45% | |
| 40 | CMI | Cummins Inc | 股票-工業 | 0.52% | +0.02% | -4.45% | |
| 41 | MA | Mastercard Inc - A | 股票-金融 | 0.51% | -0.15% | -10.04% | |
| 42 | NEM | Newmont CORP | 股票-原物料 | 0.50% | -0.15% | +8.97% | |
| 43 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.50% | -0.13% | -5.38% | |
| 44 | SYK | Stryker CORP | 股票-醫療保健 | 0.49% | -0.06% | +15.22% | |
| 45 | GE | General Electric | 股票-工業 | 0.48% | +0.11% | -1.69% | |
| 46 | LMT | Lockheed Martin CORP | 股票-工業 | 0.48% | -0.12% | -7.31% | |
| 47 | T | At&t Inc | 股票-通訊服務 | 0.48% | -0.21% | -6.54% | |
| 48 | BWA | Borgwarner Inc | 股票-循環性消費 | 0.47% | — | -4.62% | |
| 49 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.46% | -0.09% | -3.32% | |
| 50 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.46% | -0.03% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +0.6% | +5.20% | 加碼 |
| 2 | AMZN | Amazon.com Inc | +0.4% | +33.07% | 加碼 |
| 3 | WMT | Walmart Inc | +0.4% | +61.96% | 加碼 |
| 4 | CVX | Chevron CORP | +0.3% | -1.69% | 減碼 |
| 5 | DXCM | Dexcom Inc | +0.3% | +446.27% | 加碼 |
| 6 | GOOG | Alphabet Inc-cl C | +0.3% | +24.12% | 加碼 |
| 7 | COST | Costco Wholesale CORP | +0.2% | +16.32% | 加碼 |
| 8 | SHEL | Shell Plc-adr | +0.2% | +5.86% | 加碼 |
| 9 | LRCX | Lam Research CORP | +0.2% | -4.94% | 減碼 |
| 10 | WM | Waste Management Inc | +0.2% | +154.68% | 加碼 |
| 11 | ALL | Allstate CORP | +0.2% | +259.56% | 加碼 |
| 12 | ECL | Ecolab Inc | +0.2% | +57.09% | 加碼 |
| 13 | FAST | Fastenal Co | +0.2% | +64.31% | 加碼 |
| 14 | V | Visa Inc-class A Shares | +0.2% | +31.34% | 加碼 |
| 15 | IDXX | Idexx Laboratories Inc | +0.1% | +61.45% | 加碼 |
| 16 | SNDK | Sandisk CORP | +0.1% | +36.07% | 加碼 |
| 17 | CI | THE Cigna Group | +0.1% | +281.92% | 加碼 |
| 18 | VEEV | Veeva Systems Inc-class A | +0.1% | +247.44% | 加碼 |
| 19 | VZ | Verizon Communications Inc | +0.1% | -0.61% | 減碼 |
| 20 | CARR | Carrier Global CORP | +0.1% | +294.24% | 加碼 |
| 21 | PAYX | Paychex Inc | +0.1% | +170.72% | 加碼 |
| 22 | CMCSA | Comcast Corp-class A | +0.1% | +84.93% | 加碼 |
| 23 | SLB | Slb LTD | +0.1% | -4.46% | 減碼 |
| 24 | VRT | Vertiv Holdings Co-a | +0.1% | +78.62% | 加碼 |
| 25 | ICE | Intercontinental Exchange In | +0.1% | +54.40% | 加碼 |
| 26 | CNH | CNH Industrial N.V. | +0.1% | +113.22% | 加碼 |
| 27 | GEV | GE Vernova Inc | +0.1% | -0.36% | 減碼 |
| 28 | NEM | Newmont CORP | +0.1% | +8.97% | 加碼 |
| 29 | BMY | Bristol-myers Squibb Co | +0.1% | +9.60% | 加碼 |
| 30 | HON | Honeywell International Inc | +0.1% | -0.83% | 減碼 |
| 31 | DHR | Danaher CORP | +0.1% | +55.48% | 加碼 |
| 32 | PSX | Phillips 66 | +0.1% | +4.01% | 加碼 |
| 33 | LMT | Lockheed Martin CORP | +0.1% | -7.31% | 減碼 |
| 34 | PFE | Pfizer Inc | +0.1% | +5.89% | 加碼 |
| 35 | BWA | Borgwarner Inc | +0.1% | -4.62% | 減碼 |
| 36 | JNJ | Johnson & Johnson | +0.1% | -9.14% | 減碼 |
| 37 | SKM | Sk Telecom Co Ltd-spon Adr | +0.1% | +35.64% | 加碼 |
| 38 | OXY | Occidental Petroleum CORP | +0.1% | — | 不變 |
| 39 | GILD | Gilead Sciences Inc | +0.1% | +15.72% | 加碼 |
| 40 | MU | Micron Technology Inc | +0.1% | +4.00% | 加碼 |
| 41 | DSFIY | Dsm-firmenich Ag-sp Adr | +0.1% | +76.74% | 加碼 |
| 42 | SU | Suncor Energy Inc | +0.1% | -5.76% | 減碼 |
| 43 | CTVA | Corteva Inc | +0.1% | +88.51% | 加碼 |
| 44 | ED | Consolidated Edison Inc | +0.1% | +7.22% | 加碼 |
| 45 | WAB | Wabtec CORP | +0.1% | -3.01% | 減碼 |
| 46 | Q | Qnity Electronics Inc | +0.1% | -7.41% | 減碼 |
| 47 | DE | Deere & Co | +0.1% | +5.47% | 加碼 |
| 48 | RNR | RenaissanceRe Holdings Ltd. | +0.1% | +4.20% | 加碼 |
| 49 | T | At&t Inc | +0.1% | -6.54% | 減碼 |
| 50 | SYK | Stryker CORP | +0.1% | +15.22% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，CHICAGO TRUST Co NA 在 Q1 2026 季度的美股持倉總市值約為 US$6.9億，共申報了 380 個公開持股部位。
在 Q1 2026 季度，CHICAGO TRUST Co NA 按市值排列的前三大核心持股分別為：AAPL (4.8%)、NVDA (4.1%)、H FINK HOLDCO LLC (4.1%)。其中最大持股部位 AAPL 佔據整體投資組合約 4.8% 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
ULS
市值: US$113.9萬
本季最大獲利了結 / 清倉標的
EXK
前期市值: US$98.9萬
在 Q1 2026 季度中，CHICAGO TRUST Co NA 共進行了 195 項持倉異動，包含新建倉 25 個部位、加碼 58 個部位、減碼 83 個部位以及清倉 29 個部位。 其中最大新建倉標的為 ULS。 本季清倉部位包含 EXK。
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。