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: 0001915714
申報總市值
US$3.7億
US$3.7億
204 檔
11.3%
根據最新整理的 13F 季度數據集，Comprehensive Financial Consultants Institutional, Inc. 於 Q2 2026 結束時的管理資產規模為 US$3.7億。該機構在本季度申報了 204 檔美股持倉，呈現出該時期的主要投資地圖。
觀察 Q2 2026 的申報異動，Comprehensive Financial Consultants Institutional, Inc. 採取了強勁的買進策略，建倉與加碼動作（合計 112 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。
整體而言，Comprehensive Financial Consultants Institutional, Inc. 的前 5 大持股（包含 QQQ, JPM, LLY）貢獻了組合市值的 11.3%，形成該機構在 Q2 2026 季度的基本面基石。
僅顯示前 200 大持股（共 204 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 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.68% | +0.14% | +0.22% | |
| 2 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.24% | +0.02% | +0.55% | |
| 3 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.22% | -0.03% | +5.31% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 2.15% | +0.24% | -0.70% | |
| 5 | ETN | Eaton Corporation plc | 股票-工業 | 1.74% | -0.04% | +0.82% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 1.72% | -0.16% | -3.39% | |
| 7 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.72% | +0.01% | -0.99% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 1.70% | +0.57% | +11.85% | |
| 9 | HD | Home Depot Inc | 股票-循環性消費 | 1.67% | -0.31% | +14.20% | |
| 10 | ADI | Analog Devices Inc | 股票-科技 | 1.66% | -0.09% | -5.63% | |
| 11 | MPC | Marathon Petroleum CORP | 股票-能源 | 1.65% | +0.43% | -1.86% | |
| 12 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.60% | -0.03% | -7.94% | |
| 13 | WMT | Walmart Inc | 股票-非循環性消費 | 1.52% | -0.15% | +0.99% | |
| 14 | CB | Chubb Limited | 股票-金融 | 1.46% | -0.10% | -1.32% | |
| 15 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.46% | -0.02% | +4.09% | |
| 16 | AMD | Advanced Micro Devices | 股票-科技 | 1.45% | +0.02% | -40.69% | |
| 17 | UNP | Union Pacific CORP | 股票-工業 | 1.40% | -0.06% | +0.89% | |
| 18 | APD | Air Products & Chemicals Inc | 股票-原物料 | 1.34% | -0.08% | +2.43% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.30% | -0.76% | +0.44% | |
| 20 | BBY | Best Buy Co Inc | 股票-循環性消費 | 1.29% | -1.29% | EXIT | |
| 21 | MSI | Motorola Solutions Inc | 股票-科技 | 1.29% | +0.05% | +4.29% | |
| 22 | CMI | Cummins Inc | 股票-工業 | 1.25% | -0.26% | -8.98% | |
| 23 | ZALT | Innovator US Eq 10 Buffer | ETF-其他 | 1.22% | +0.12% | +3.11% | |
| 24 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.21% | +0.11% | +8.57% | |
| 25 | GEV | GE Vernova Inc | 股票-工業 | 1.13% | -0.22% | -22.02% | |
| 26 | CME | Cme Group Inc | 股票-金融 | 1.12% | +0.19% | +8.90% | |
| 27 | ETR | Entergy CORP | 股票-公用事業 | 1.10% | -0.15% | +5.99% | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.10% | -0.09% | -0.12% | |
| 29 | SCI | Service CORP International | 股票-循環性消費 | 1.09% | +0.03% | — | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.06% | -0.02% | -12.07% | |
| 31 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.03% | +0.07% | -1.63% | |
| 32 | O | Realty Income CORP | 股票-房地產 | 1.02% | -0.03% | — | |
| 33 | GNOV | Ft Vest US Equity Moderate B | ETF-其他 | 1.02% | -1.02% | EXIT | |
| 34 | BALT | Inn Defined Wealth Shield | ETF-其他 | 1.02% | +0.22% | +4.87% | |
| 35 | MS | Morgan Stanley | 股票-金融 | 0.96% | -0.19% | -2.16% | |
| 36 | NVDA | Nvidia CORP | 股票-科技 | 0.96% | +0.12% | +9.49% | |
| 37 | ZTS | Zoetis Inc | 股票-醫療保健 | 0.93% | -0.93% | EXIT | |
| 38 | DRI | Darden Restaurants Inc | 股票-循環性消費 | 0.91% | -0.05% | +4.95% | |
| 39 | PNOV | Innovator U.s. Equity Power | ETF-其他 | 0.90% | -0.90% | EXIT | |
| 40 | QGRW | Wisdomtree US Quality Growth | ETF-其他 | 0.89% | +0.03% | +5.84% | |
| 41 | ALL | Allstate CORP | 股票-金融 | 0.86% | -0.06% | +4.30% | |
| 42 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 0.85% | -0.10% | -5.73% | |
| 43 | TT | Trane Technologies plc | 股票-工業 | 0.83% | -0.04% | +0.77% | |
| 44 | IQV | Iqvia Holdings Inc | 股票-醫療保健 | 0.83% | +0.28% | +11.63% | |
| 45 | CDNS | Cadence Design Sys Inc | 股票-科技 | 0.83% | -0.06% | +1.58% | |
| 46 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 0.82% | -0.01% | +3.87% | |
| 47 | PH | Parker Hannifin CORP | 股票-工業 | 0.78% | +0.02% | — | |
| 48 | FTGS | First Trust Grwth Strgth ETF | ETF-其他 | 0.78% | +0.02% | -0.18% | |
| 49 | DJUL | Ft Vest US Equity Deep Buffe | ETF-其他 | 0.78% | +0.03% | -1.20% | |
| 50 | CMG | Chipotle Mexican Grill Inc | 股票-循環性消費 | 0.76% | -0.03% | +37.75% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SCI | Service CORP International | +1.1% | NEW | 新建倉 |
| 2 | O | Realty Income CORP | +1% | NEW | 新建倉 |
| 3 | PH | Parker Hannifin CORP | +0.8% | NEW | 新建倉 |
| 4 | AMD | Advanced Micro Devices | +0.5% | -40.69% | 減碼 |
| 5 | LLY | Eli Lilly & Co | +0.4% | +5.31% | 加碼 |
| 6 | ESN | Essential 40 Stock ETF | +0.4% | NEW | 新建倉 |
| 7 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | +0.22% | 加碼 |
| 8 | ZTS | Zoetis Inc | +0.3% | +157.28% | 加碼 |
| 9 | MU | Micron Technology Inc | +0.3% | -1.09% | 減碼 |
| 10 | ✓ | +0.2% | NEW | 新建倉 | |
| 11 | ✓ | +0.2% | NEW | 新建倉 | |
| 12 | CMG | Chipotle Mexican Grill Inc | +0.2% | +37.75% | 加碼 |
| 13 | CDNS | Cadence Design Sys Inc | +0.2% | +1.58% | 加碼 |
| 14 | ZJUN | Innova Eqty Def Prot 1yr Jun | +0.2% | NEW | 新建倉 |
| 15 | HD | Home Depot Inc | +0.1% | +14.20% | 加碼 |
| 16 | NXPI | NXP Semiconductors N.V. | +0.1% | -5.73% | 減碼 |
| 17 | QGRW | Wisdomtree US Quality Growth | +0.1% | +5.84% | 加碼 |
| 18 | CSCO | Cisco Systems Inc | +0.1% | -8.22% | 減碼 |
| 19 | UJUN | Innovator U.s. Equity Ultra | +0.1% | NEW | 新建倉 |
| 20 | ETN | Eaton Corporation plc | +0.1% | +0.82% | 加碼 |
| 21 | INTC | Intel CORP | +0.1% | NEW | 新建倉 |
| 22 | NVDA | Nvidia CORP | +0.1% | +9.49% | 加碼 |
| 23 | IQV | Iqvia Holdings Inc | +0.1% | +11.63% | 加碼 |
| 24 | ABBV | Abbvie Inc | +0.1% | +4.09% | 加碼 |
| 25 | CMI | Cummins Inc | +0.1% | -8.98% | 減碼 |
| 26 | MS | Morgan Stanley | +0.1% | -2.16% | 減碼 |
| 27 | SNPS | Synopsys Inc | +0.1% | +14.46% | 加碼 |
| 28 | CRM | Salesforce Inc | +0.1% | +54.68% | 加碼 |
| 29 | APH | Amphenol Corp-cl A | +0.1% | +1.17% | 加碼 |
| 30 | DJUN | Ft Vest US Equity Deep Buffe | +0.1% | NEW | 新建倉 |
| 31 | AVGO | Broadcom Inc | +0.1% | -3.39% | 減碼 |
| 32 | ADI | Analog Devices Inc | +0.1% | -5.63% | 減碼 |
| 33 | IWM | Ishares Russell 2000 ETF | +0.1% | -0.12% | 減碼 |
| 34 | CEG | Constellation Energy | +0.1% | +41.38% | 加碼 |
| 35 | SPBX | Allianzim 6m Buffer10 Alloc | +0.1% | NEW | 新建倉 |
| 36 | QMMY | Ft Ndq100 Mod Buff ETF - May | +0.1% | NEW | 新建倉 |
| 37 | DELL | Dell Technologies -c | +0.1% | NEW | 新建倉 |
| 38 | XLY | Ss Consumer Disc Select Sect | +0.1% | NEW | 新建倉 |
| 39 | IRDM | Iridium Communications Inc | +0.1% | NEW | 新建倉 |
| 40 | WCLD | Wisdomtree Cloud Computing | +0.1% | NEW | 新建倉 |
| 41 | FGD | First Trust Dj Gl Sel Dvd | +0.1% | NEW | 新建倉 |
| 42 | BBY | Best Buy Co Inc | +0.1% | -0.20% | 減碼 |
| 43 | ALL | Allstate CORP | +0.1% | +4.30% | 加碼 |
| 44 | CAT | Caterpillar Inc | +0.1% | -8.36% | 減碼 |
| 45 | SOXX | Ishares Semiconductor ETF | +0.1% | -16.38% | 減碼 |
| 46 | BOTZ | Global X Robotics & Artifici | +0.1% | NEW | 新建倉 |
| 47 | GRID | First Trst Nasd Cl Edg Sgiif | +0.1% | NEW | 新建倉 |
| 48 | BTI | British American Tob-sp Adr | +0.1% | NEW | 新建倉 |
| 49 | TT | Trane Technologies plc | +0.1% | +0.77% | 加碼 |
| 50 | V | Visa Inc-class A Shares | +0.1% | +9.76% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Comprehensive Financial Consultants Institutional, Inc. 在 Q2 2026 季度的美股持倉總市值約為 US$3.7億，共申報了 204 個公開持股部位。
在 Q2 2026 季度，Comprehensive Financial Consultants Institutional, Inc. 按市值排列的前三大核心持股分別為：QQQ (2.7%)、JPM (2.2%)、LLY (2.2%)。其中最大持股部位 QQQ 佔據整體投資組合約 2.7% 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
SCI
市值: US$413.1萬
本季最大獲利了結 / 清倉標的
CMCSA
前期市值: US$404.0萬
在 Q2 2026 季度中，Comprehensive Financial Consultants Institutional, Inc. 共進行了 181 項持倉異動，包含新建倉 22 個部位、加碼 90 個部位、減碼 58 個部位以及清倉 11 個部位。 其中最大新建倉標的為 SCI。 本季清倉部位包含 CMCSA。
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。