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: 0000897378
申報總市值
US$154.3億
US$154.3億
376 檔
12.6%
根據最新整理的 13F 季度數據集，Congress Asset Management Co 於 Q2 2026 結束時的管理資產規模為 US$154.3億。該機構在本季度申報了 376 檔美股持倉，呈現出該時期的主要投資地圖。
Congress Asset Management Co 在 Q2 2026 進行了結構性的板塊輪動與部位換股。在開立 24 個全新部位及加碼 76 檔持股的同時，亦同步清倉 21 檔並減碼 79 檔標的。
檢視投資組合結構，前 5 大主力部位（包含 NVDA, AAPL, GOOGL）占據了總市值的 12.6%，展現出該機構在 Q2 2026 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 376 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 | 3.24% | +0.57% | +4.70% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 2.87% | +0.57% | -1.33% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.24% | +0.51% | -3.26% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 1.87% | +0.79% | +27.77% | |
| 5 | AVGO | Broadcom Inc | 股票-科技 | 1.72% | +0.15% | -2.56% | |
| 6 | V | Visa Inc-class A Shares | 股票-金融 | 1.40% | -0.18% | +18.04% | |
| 7 | GEV | GE Vernova Inc | 股票-工業 | 1.39% | -0.41% | -3.09% | |
| 8 | APH | Amphenol Corp-cl A | 股票-科技 | 1.32% | -0.15% | +26.21% | |
| 9 | LGND | Ligand Pharmaceuticals | 股票-醫療保健 | 1.28% | +0.05% | +30.77% | |
| 10 | ANET | Arista Networks Inc | 股票-科技 | 1.23% | +0.15% | -32.10% | |
| 11 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.20% | -0.01% | -3.32% | |
| 12 | STRL | Sterling Infrastructure Inc | 股票-工業 | 1.19% | -0.98% | -53.65% | |
| 13 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.13% | -0.31% | -3.87% | |
| 14 | UFPT | Ufp Technologies Inc | 股票-其他 | 1.12% | -0.01% | +31.33% | |
| 15 | ETN | Eaton Corporation plc | 股票-工業 | 1.08% | +0.02% | -18.00% | |
| 16 | ASML | ASML Holding N.V. | 股票-科技 | 1.08% | -0.03% | +6.82% | |
| 17 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.08% | +0.12% | -18.74% | |
| 18 | MOG-A | Moog Inc-class A | 股票-其他 | 1.06% | -0.06% | +0.93% | |
| 19 | MDB | Mongodb Inc | 股票-科技 | 1.06% | +0.07% | +69.34% | |
| 20 | MOD | Modine Manufacturing Co | 股票-循環性消費 | 1.03% | -1.02% | -3.29% | |
| 21 | HWM | Howmet Aerospace Inc | 股票-工業 | 1.03% | -0.16% | -21.84% | |
| 22 | NVT | nVent Electric plc | 股票-工業 | 1.03% | -0.38% | -12.29% | |
| 23 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.01% | +0.31% | -3.85% | |
| 24 | WELL | Welltower Inc | 股票-房地產 | 1.01% | +0.03% | -3.81% | |
| 25 | NPO | Enpro Inc | 股票-工業 | 1.00% | -0.14% | +8.70% | |
| 26 | NOVT | Novanta Inc | 股票-其他 | 0.97% | -0.07% | +7.04% | |
| 27 | CW | Curtiss-wright CORP | 股票-工業 | 0.93% | -0.38% | -12.76% | |
| 28 | PH | Parker Hannifin CORP | 股票-工業 | 0.92% | -0.02% | -3.97% | |
| 29 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.91% | +0.02% | +18.21% | |
| 30 | ARM | Arm Holdings Plc-adr | 股票-科技 | 0.89% | -0.16% | — | |
| 31 | TGTX | Tg Therapeutics Inc | 股票-醫療保健 | 0.88% | +0.06% | +19.93% | |
| 32 | TKO | Tko Group Holdings Inc | 股票-通訊服務 | 0.88% | -0.69% | -2.90% | |
| 33 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.86% | -0.05% | -23.22% | |
| 34 | RGEN | Repligen CORP | 股票-醫療保健 | 0.85% | +0.42% | +26.87% | |
| 35 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 0.83% | -0.68% | -3.58% | |
| 36 | IBKR | Interactive Brokers Gro-cl A | 股票-金融 | 0.82% | +0.01% | +57.25% | |
| 37 | BOOT | Boot Barn Holdings Inc | 股票-循環性消費 | 0.81% | -0.18% | +11.15% | |
| 38 | CVLT | Commvault Systems Inc | 股票-科技 | 0.81% | -0.05% | +20.09% | |
| 39 | WMB | Williams Cos Inc | 股票-能源 | 0.80% | -0.06% | -3.96% | |
| 40 | VCEL | Vericel CORP | 股票-其他 | 0.80% | -0.14% | +93.53% | |
| 41 | UTI | Universal Technical Institut | 股票-其他 | 0.79% | -0.79% | EXIT | |
| 42 | ECL | Ecolab Inc | 股票-原物料 | 0.78% | -0.01% | -4.10% | |
| 43 | CRDO | Credo Technology Group Holding Ltd | 股票-科技 | 0.77% | -0.61% | +28.11% | |
| 44 | LIVN | LivaNova PLC | 股票-其他 | 0.76% | -0.01% | +17.84% | |
| 45 | MIR | Mirion Technologies Inc | 股票-工業 | 0.74% | -0.19% | +500.10% | |
| 46 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.74% | -0.65% | -3.67% | |
| 47 | IDCC | Interdigital Inc | 股票-科技 | 0.73% | +0.24% | +9.18% | |
| 48 | PWR | Quanta Services Inc | 股票-工業 | 0.72% | -0.16% | -4.03% | |
| 49 | KLIC | Kulicke & Soffa Industries | 股票-科技 | 0.72% | -0.72% | EXIT | |
| 50 | EAT | Brinker International Inc | 股票-循環性消費 | 0.71% | +0.13% | +11.31% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ARM | Arm Holdings Plc-adr | +0.9% | NEW | 新建倉 |
| 2 | KLIC | Kulicke & Soffa Industries | +0.7% | NEW | 新建倉 |
| 3 | MIR | Mirion Technologies Inc | +0.6% | +500.10% | 加碼 |
| 4 | LGND | Ligand Pharmaceuticals | +0.6% | +30.77% | 加碼 |
| 5 | AROC | Archrock Inc | +0.6% | NEW | 新建倉 |
| 6 | MDB | Mongodb Inc | +0.5% | +69.34% | 加碼 |
| 7 | CRDO | Credo Technology Group Holding Ltd | +0.5% | +28.11% | 加碼 |
| 8 | COCO | Vita Coco Co Inc/the | +0.5% | NEW | 新建倉 |
| 9 | TXN | Texas Instruments Inc | +0.5% | +5820.13% | 加碼 |
| 10 | POWI | Power Integrations Inc | +0.5% | NEW | 新建倉 |
| 11 | AXON | Axon Enterprise Inc | +0.5% | NEW | 新建倉 |
| 12 | COHR | Coherent CORP | +0.5% | +15798.50% | 加碼 |
| 13 | VCEL | Vericel CORP | +0.5% | +93.53% | 加碼 |
| 14 | APH | Amphenol Corp-cl A | +0.4% | +26.21% | 加碼 |
| 15 | MU | Micron Technology Inc | +0.4% | NEW | 新建倉 |
| 16 | UFPT | Ufp Technologies Inc | +0.4% | +31.33% | 加碼 |
| 17 | CVLT | Commvault Systems Inc | +0.4% | +20.09% | 加碼 |
| 18 | TGTX | Tg Therapeutics Inc | +0.4% | +19.93% | 加碼 |
| 19 | IBKR | Interactive Brokers Gro-cl A | +0.4% | +57.25% | 加碼 |
| 20 | FROG | JFrog Ltd. | +0.4% | +22.62% | 加碼 |
| 21 | ASML | ASML Holding N.V. | +0.3% | +6.82% | 加碼 |
| 22 | NPO | Enpro Inc | +0.3% | +8.70% | 加碼 |
| 23 | UTI | Universal Technical Institut | +0.2% | +39.37% | 加碼 |
| 24 | UMBF | Umb Financial CORP | +0.2% | +162.07% | 加碼 |
| 25 | ROKU | Roku Inc | +0.2% | NEW | 新建倉 |
| 26 | MOG-A | Moog Inc-class A | +0.2% | +0.93% | 加碼 |
| 27 | LLY | Eli Lilly & Co | +0.2% | +18.21% | 加碼 |
| 28 | IMAX | Imax CORP | +0.2% | +67.99% | 加碼 |
| 29 | BROS | Dutch Bros Inc-class A | +0.2% | +198.67% | 加碼 |
| 30 | FLS | Flowserve CORP | +0.2% | +391.70% | 加碼 |
| 31 | AFRM | Affirm Holdings Inc | +0.2% | +4638.56% | 加碼 |
| 32 | NOVT | Novanta Inc | +0.2% | +7.04% | 加碼 |
| 33 | DDOG | Datadog Inc - Class A | +0.2% | -2.06% | 減碼 |
| 34 | MSFT | Microsoft CORP | +0.2% | +27.77% | 加碼 |
| 35 | V | Visa Inc-class A Shares | +0.2% | +18.04% | 加碼 |
| 36 | RGEN | Repligen CORP | +0.2% | +26.87% | 加碼 |
| 37 | LIVN | LivaNova PLC | +0.2% | +17.84% | 加碼 |
| 38 | SXT | Sensient Technologies CORP | +0.2% | +9.59% | 加碼 |
| 39 | TWLO | Twilio Inc - A | +0.2% | NEW | 新建倉 |
| 40 | SEI | Solaris Energy Infrastructur | +0.2% | +8217.70% | 加碼 |
| 41 | PLXS | Plexus CORP | +0.2% | +438.73% | 加碼 |
| 42 | GMED | Globus Medical Inc - A | +0.2% | NEW | 新建倉 |
| 43 | IOT | Samsara Inc-cl A | +0.2% | NEW | 新建倉 |
| 44 | ✓ | +0.2% | NEW | 新建倉 | |
| 45 | GEV | GE Vernova Inc | +0.2% | -3.09% | 減碼 |
| 46 | KLAC | Kla CORP | +0.2% | NEW | 新建倉 |
| 47 | SKY | Champion Homes Inc | +0.1% | +16.53% | 加碼 |
| 48 | NVDA | Nvidia CORP | +0.1% | +4.70% | 加碼 |
| 49 | TER | Teradyne Inc | +0.1% | -0.49% | 減碼 |
| 50 | TMDX | Transmedics Group Inc | +0.1% | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Congress Asset Management Co 在 Q2 2026 季度的美股持倉總市值約為 US$154.3億，共申報了 376 個公開持股部位。
在 Q2 2026 季度，Congress Asset Management Co 按市值排列的前三大核心持股分別為：NVDA (3.2%)、AAPL (2.9%)、GOOGL (2.2%)。其中最大持股部位 NVDA 佔據整體投資組合約 3.2% 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
ARM
市值: US$1.5億
本季最大獲利了結 / 清倉標的
DT
前期市值: US$6689.1萬
在 Q2 2026 季度中，Congress Asset Management Co 共進行了 200 項持倉異動，包含新建倉 24 個部位、加碼 76 個部位、減碼 79 個部位以及清倉 21 個部位。 其中最大新建倉標的為 ARM。 本季清倉部位包含 DT。
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。