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: 0001657516
申報總市值
US$6.6億
US$6.6億
113 檔
18.6%
根據最新整理的 13F 季度數據集，CMH Wealth Management LLC 於 Q1 2026 結束時的管理資產規模為 US$6.6億。該機構在本季度申報了 113 檔美股持倉，呈現出該時期的主要投資地圖。
觀察 Q1 2026 的申報異動，CMH Wealth Management LLC 採取了強勁的買進策略，建倉與加碼動作（合計 95 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
檢視投資組合結構，前 5 大主力部位（包含 MSFT, JPHY, GOOGL）占據了總市值的 18.6%，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 | MSFT | Microsoft CORP | 股票-科技 | 4.74% | -0.51% | +37.60% | |
| 2 | JPHY | Jpmorgan Active H Yield ETF | ETF-其他 | 4.36% | -0.22% | +0.85% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.33% | +0.52% | -16.94% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 3.87% | -0.02% | +16.95% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.68% | -0.42% | -0.18% | |
| 6 | MFSI | Mfs Active International | ETF-其他 | 3.22% | +0.07% | +340.24% | |
| 7 | TMSL | T.rowe Prc Small-mid Cap ETF | ETF-其他 | 3.18% | +0.32% | +0.47% | |
| 8 | VFH | Vanguard Financials ETF | ETF-其他 | 3.01% | +0.02% | +9.92% | |
| 9 | BA | Boeing Co/the | 股票-工業 | 2.35% | +0.01% | +5.90% | |
| 10 | VDE | Vanguard Energy ETF | ETF-其他 | 2.32% | -0.49% | -18.47% | |
| 11 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 2.28% | +0.04% | +1.61% | |
| 12 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.22% | +0.41% | -1.64% | |
| 13 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 2.22% | -0.27% | +27.76% | |
| 14 | GEV | GE Vernova Inc | 股票-工業 | 2.18% | -0.41% | -0.83% | |
| 15 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.88% | -0.23% | -1.54% | |
| 16 | AVGO | Broadcom Inc | 股票-科技 | 1.88% | +0.20% | — | |
| 17 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.79% | -0.03% | +0.30% | |
| 18 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 1.78% | -0.37% | +1.81% | |
| 19 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.65% | +1.32% | +27.07% | |
| 20 | SMMD | Ishares Russell 2500 ETF | ETF-其他 | 1.64% | +0.14% | -0.95% | |
| 21 | VRT | Vertiv Holdings Co-a | 股票-工業 | 1.62% | +0.31% | -0.44% | |
| 22 | VDC | Vanguard Consumer Staple ETF | ETF-其他 | 1.56% | -0.13% | +1.98% | |
| 23 | BLK | Blackrock Inc | 股票-金融 | 1.54% | -0.15% | +33.29% | |
| 24 | SOXX | Ishares Semiconductor ETF | ETF-其他 | 1.49% | +1.02% | -3.08% | |
| 25 | NOW | Servicenow Inc | 股票-科技 | 1.36% | -0.70% | +30.56% | |
| 26 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.36% | +0.01% | +1554.55% | |
| 27 | NVDA | Nvidia CORP | 股票-科技 | 1.33% | +0.08% | +1.95% | |
| 28 | FBND | Fidelity Total Bond ETF | ETF-其他 | 1.22% | +0.24% | +1.36% | |
| 29 | PPA | Invesco Aerospace & Defense | ETF-其他 | 1.18% | -0.02% | -1.87% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.11% | -0.07% | +364.84% | |
| 31 | TCHP | T Rowe Price Blue Chip Growt | ETF-其他 | 1.11% | +0.09% | -5.67% | |
| 32 | V | Visa Inc-class A Shares | 股票-金融 | 1.11% | +0.04% | +8.65% | |
| 33 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 1.07% | -0.06% | — | |
| 34 | WMT | Walmart Inc | 股票-非循環性消費 | 1.06% | -0.14% | +1.93% | |
| 35 | MA | Mastercard Inc - A | 股票-金融 | 1.06% | -0.04% | -1.74% | |
| 36 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.99% | +0.02% | +38.01% | |
| 37 | XLB | Ss Materials Select Sector | ETF-其他 | 0.99% | -0.06% | -5.19% | |
| 38 | CRM | Salesforce Inc | 股票-科技 | 0.99% | -0.27% | -16.92% | |
| 39 | SYK | Stryker CORP | 股票-醫療保健 | 0.96% | -0.08% | — | |
| 40 | TSLA | Tesla Inc | 股票-循環性消費 | 0.95% | — | -13.50% | |
| 41 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.87% | +0.01% | +7.74% | |
| 42 | DHR | Danaher CORP | 股票-醫療保健 | 0.83% | -0.04% | -31.04% | |
| 43 | BX | Blackstone Inc | 股票-金融 | 0.79% | -0.14% | — | |
| 44 | VONE | Vanguard Russell 1000 | ETF-其他 | 0.78% | +0.01% | +2.07% | |
| 45 | ETN | Eaton Corporation plc | 股票-工業 | 0.78% | +0.03% | — | |
| 46 | SNOW | Snowflake Inc | 股票-科技 | 0.69% | +0.34% | -41.56% | |
| 47 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.66% | -0.05% | +405.93% | |
| 48 | XOM | Exxon Mobil CORP | 股票-能源 | 0.63% | -0.63% | EXIT | |
| 49 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.59% | -0.07% | +589.50% | |
| 50 | JAVA | Jpmorgan Active Value ETF | ETF-其他 | 0.59% | +0.03% | +6.20% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MFSI | Mfs Active International | +2.3% | +340.24% | 加碼 |
| 2 | JPM | Jpmorgan Chase & Co | +1.3% | +1554.55% | 加碼 |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | +0.8% | +364.84% | 加碼 |
| 4 | JNJ | Johnson & Johnson | +0.5% | +405.93% | 加碼 |
| 5 | PG | Procter & Gamble Co/the | +0.5% | +589.50% | 加碼 |
| 6 | VRT | Vertiv Holdings Co-a | +0.3% | -0.44% | 減碼 |
| 7 | GEV | GE Vernova Inc | +0.1% | -0.83% | 減碼 |
| 8 | VNQ | Vanguard Real Estate ETF | +0.1% | +38.01% | 加碼 |
| 9 | QQQ | Invesco Qqq Trust Series 1 | 0% | +89.89% | 加碼 |
| 10 | MCO | Moody's CORP | 0% | — | 不變 |
| 11 | BLK | Blackrock Inc | -0.1% | +33.29% | 加碼 |
| 12 | XLC | Ss Comm Select Sector Spdr | -0.1% | +27.76% | 加碼 |
| 13 | WMT | Walmart Inc | -0.1% | +1.93% | 加碼 |
| 14 | XLI | Ss Industrial Select Sector | -0.1% | +7.74% | 加碼 |
| 15 | JAVA | Jpmorgan Active Value ETF | -0.1% | +6.20% | 加碼 |
| 16 | XLB | Ss Materials Select Sector | -0.2% | -5.19% | 減碼 |
| 17 | PANW | Palo Alto Networks Inc | -0.2% | +27.07% | 加碼 |
| 18 | VONE | Vanguard Russell 1000 | -0.2% | +2.07% | 加碼 |
| 19 | VDC | Vanguard Consumer Staple ETF | -0.2% | +1.98% | 加碼 |
| 20 | PPA | Invesco Aerospace & Defense | -0.2% | -1.87% | 減碼 |
| 21 | VDE | Vanguard Energy ETF | -0.3% | -18.47% | 減碼 |
| 22 | SOXX | Ishares Semiconductor ETF | -0.3% | -3.08% | 減碼 |
| 23 | FBND | Fidelity Total Bond ETF | -0.3% | +1.36% | 加碼 |
| 24 | V | Visa Inc-class A Shares | -0.4% | +8.65% | 加碼 |
| 25 | SMMD | Ishares Russell 2500 ETF | -0.4% | -0.95% | 減碼 |
| 26 | NVDA | Nvidia CORP | -0.4% | +1.95% | 加碼 |
| 27 | TJX | Tjx Companies Inc | -0.4% | -1.54% | 減碼 |
| 28 | VCIT | Vanguard Int-term Corporate | -0.4% | +1.81% | 加碼 |
| 29 | ACWX | Ishares Msci Acwi Ex US ETF | -0.5% | +1.61% | 加碼 |
| 30 | MA | Mastercard Inc - A | -0.5% | -1.74% | 減碼 |
| 31 | TCHP | T Rowe Price Blue Chip Growt | -0.6% | -5.67% | 減碼 |
| 32 | NOW | Servicenow Inc | -0.6% | +30.56% | 加碼 |
| 33 | AAPL | Apple Inc | -0.6% | +16.95% | 加碼 |
| 34 | XLV | Ss Health Care Select Sector | -0.6% | +0.30% | 加碼 |
| 35 | BA | Boeing Co/the | -0.7% | +5.90% | 加碼 |
| 36 | TMSL | T.rowe Prc Small-mid Cap ETF | -0.7% | +0.47% | 加碼 |
| 37 | TSLA | Tesla Inc | -0.7% | -13.50% | 減碼 |
| 38 | VFH | Vanguard Financials ETF | -0.8% | +9.92% | 加碼 |
| 39 | MSFT | Microsoft CORP | -0.9% | +37.60% | 加碼 |
| 40 | DHR | Danaher CORP | -1% | -31.04% | 減碼 |
| 41 | LLY | Eli Lilly & Co | -1.1% | -1.64% | 減碼 |
| 42 | JPHY | Jpmorgan Active H Yield ETF | -1.1% | +0.85% | 加碼 |
| 43 | CRM | Salesforce Inc | -1.1% | -16.92% | 減碼 |
| 44 | AMZN | Amazon.com Inc | -1.4% | -0.18% | 減碼 |
| 45 | SNOW | Snowflake Inc | -1.5% | -41.56% | 減碼 |
| 46 | GOOGL | Alphabet Inc-cl A | -2.8% | -16.94% | 減碼 |
| 47 | AVGO | Broadcom Inc | — | NEW | 新建倉 |
| 48 | SNPS | Synopsys Inc | — | EXIT | 清倉 |
| 49 | XLU | St Sr Utl Sl Se Spdr Etf-usd | — | NEW | 新建倉 |
| 50 | SYK | Stryker CORP | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，CMH Wealth Management LLC 在 Q1 2026 季度的美股持倉總市值約為 US$6.6億，共申報了 113 個公開持股部位。
在 Q1 2026 季度，CMH Wealth Management LLC 按市值排列的前三大核心持股分別為：MSFT (4.7%)、JPHY (4.4%)、GOOGL (4.3%)。其中最大持股部位 MSFT 佔據整體投資組合約 4.7% 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
AVGO
市值: US$1092.9萬
本季最大獲利了結 / 清倉標的
SNPS
前期市值: US$717.7萬
在 Q1 2026 季度中，CMH Wealth Management LLC 共進行了 119 項持倉異動，包含新建倉 67 個部位、加碼 28 個部位、減碼 17 個部位以及清倉 7 個部位。 其中最大新建倉標的為 AVGO。 本季清倉部位包含 SNPS。
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。