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: 0000884548
申報總市值
US$11.6億
US$11.6億
149 檔
20.4%
Connors Investor Services Inc 在 Q1 2026 季度的美股部位總計估值為 US$11.6億，分散於 149 個持倉標的之中，反映其市場參與廣度與投資規模。
觀察 Q1 2026 的資金脈絡，Connors Investor Services Inc 在獲利結算 18 檔個股的同時，將資本重新部署至 16 檔新選標的，展現主動管理機構的輪動節奏。
從部位權重觀察，前 5 大標的（包含 PLTR, AAPL, SPY）累計市值佔比達 20.4%，是驅動 Connors Investor Services Inc 該季度整體投資組合績效表現的核心支柱。
| # | 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 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 7.45% | -3.38% | -17.10% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.59% | -0.18% | +5.12% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.80% | +0.04% | -7.32% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 3.09% | +0.59% | +0.60% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.87% | -0.03% | +28.05% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.80% | +0.49% | +8.00% | |
| 7 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.69% | +0.20% | +0.22% | |
| 8 | WMB | Williams Cos Inc | 股票-能源 | 1.96% | -0.09% | +0.39% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.96% | +0.09% | +0.37% | |
| 10 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.95% | -0.37% | -0.20% | |
| 11 | CSCO | Cisco Systems Inc | 股票-科技 | 1.90% | -0.38% | +0.71% | |
| 12 | LIN | Linde plc | 股票-原物料 | 1.87% | -0.04% | +0.62% | |
| 13 | CB | Chubb Limited | 股票-金融 | 1.87% | -0.03% | -0.49% | |
| 14 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.80% | -0.20% | +0.27% | |
| 15 | ETN | Eaton Corporation plc | 股票-工業 | 1.69% | +0.19% | +0.79% | |
| 16 | RTX | Rtx CORP | 股票-工業 | 1.67% | -0.13% | -6.10% | |
| 17 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.67% | -0.12% | +1.41% | |
| 18 | PWR | Quanta Services Inc | 股票-工業 | 1.64% | +0.06% | -31.89% | |
| 19 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.61% | +0.14% | +0.84% | |
| 20 | WELL | Welltower Inc | 股票-房地產 | 1.59% | +0.11% | -10.19% | |
| 21 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.57% | -0.22% | -0.20% | |
| 22 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.56% | +0.34% | -0.43% | |
| 23 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.50% | -0.32% | -0.80% | |
| 24 | AVGO | Broadcom Inc | 股票-科技 | 1.50% | +0.28% | +11.81% | |
| 25 | ✓ | Duke Energy | 股票-其他 | 1.46% | -0.14% | +4.03% | |
| 26 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.45% | +0.72% | +3.52% | |
| 27 | MS | Morgan Stanley | 股票-金融 | 1.42% | +0.27% | -29.47% | |
| 28 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.42% | -1.33% | +0.85% | |
| 29 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.40% | +0.50% | -3.46% | |
| 30 | WFC | Wells Fargo & Co | 股票-金融 | 1.33% | -0.04% | -21.88% | |
| 31 | WMT | Walmart Inc | 股票-非循環性消費 | 1.32% | -0.19% | +2.11% | |
| 32 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.31% | — | +1.79% | |
| 33 | V | Visa Inc-class A Shares | 股票-金融 | 1.31% | +0.24% | -0.19% | |
| 34 | WM | Waste Management Inc | 股票-工業 | 1.21% | -0.13% | — | |
| 35 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.19% | -1.19% | EXIT | |
| 36 | DASH | Doordash Inc - A | 股票-循環性消費 | 1.14% | +0.17% | — | |
| 37 | MDT | Medtronic plc | 股票-醫療保健 | 1.12% | -1.12% | EXIT | |
| 38 | GSIMX | Gldmn Schs Gqg Prt Intl-inst | 股票-其他 | 1.11% | +0.01% | +3.24% | |
| 39 | Q | Qnity Electronics Inc | 股票-科技 | 1.07% | +0.58% | +30.94% | |
| 40 | CAT | Caterpillar Inc | 股票-工業 | 1.06% | +0.26% | -36.56% | |
| 41 | SYK | Stryker CORP | 股票-醫療保健 | 1.05% | +0.19% | +0.21% | |
| 42 | TPR | Tapestry Inc | 股票-循環性消費 | 0.99% | +0.41% | -39.03% | |
| 43 | CRM | Salesforce Inc | 股票-科技 | 0.93% | -0.93% | EXIT | |
| 44 | BA | Boeing Co/the | 股票-工業 | 0.92% | +0.02% | +3.70% | |
| 45 | CVX | Chevron CORP | 股票-能源 | 0.85% | -0.01% | -45.14% | |
| 46 | ACN | Accenture plc | 股票-科技 | 0.82% | -0.82% | EXIT | |
| 47 | 6D8 | Dupont De Nemours Inc | 股票-其他 | 0.80% | -0.05% | -18.86% | |
| 48 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.79% | -0.04% | +382.99% | |
| 49 | PLD | Prologis Inc | 股票-房地產 | 0.79% | -0.03% | -7.25% | |
| 50 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.76% | +0.06% | +2.46% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | PG | Procter & Gamble Co/the | +0.6% | +382.99% | 加碼 |
| 2 | Q | Qnity Electronics Inc | +0.5% | +30.94% | 加碼 |
| 3 | IBM | Intl Business Machines CORP | +0.5% | +2274.56% | 加碼 |
| 4 | WMB | Williams Cos Inc | +0.5% | +0.39% | 加碼 |
| 5 | LIN | Linde plc | +0.4% | +0.62% | 加碼 |
| 6 | VZ | Verizon Communications Inc | +0.4% | -0.80% | 減碼 |
| 7 | ETN | Eaton Corporation plc | +0.3% | +0.79% | 加碼 |
| 8 | ✓ | Duke Energy | +0.3% | +4.03% | 加碼 |
| 9 | PEP | Pepsico Inc | +0.3% | -0.20% | 減碼 |
| 10 | WMT | Walmart Inc | +0.2% | +2.11% | 加碼 |
| 11 | AAPL | Apple Inc | +0.2% | +5.12% | 加碼 |
| 12 | KO | Coca-cola Co/the | +0.2% | +1.79% | 加碼 |
| 13 | CB | Chubb Limited | +0.2% | -0.49% | 減碼 |
| 14 | TJX | Tjx Companies Inc | +0.2% | +0.27% | 加碼 |
| 15 | SBIO | Alps Medical Breakthroughs | +0.2% | +524.68% | 加碼 |
| 16 | GOOGL | Alphabet Inc-cl A | +0.2% | +8.00% | 加碼 |
| 17 | CSCO | Cisco Systems Inc | +0.2% | +0.71% | 加碼 |
| 18 | EEFT | Euronet Worldwide Inc | +0.2% | +80.86% | 加碼 |
| 19 | GSIMX | Gldmn Schs Gqg Prt Intl-inst | +0.2% | +3.24% | 加碼 |
| 20 | MSFT | Microsoft CORP | +0.2% | +28.05% | 加碼 |
| 21 | AVGO | Broadcom Inc | +0.1% | +11.81% | 加碼 |
| 22 | TGLS | Tecnoglass Inc. | +0.1% | +56.96% | 加碼 |
| 23 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +16.79% | 加碼 |
| 24 | RTX | Rtx CORP | +0.1% | -6.10% | 減碼 |
| 25 | LOW | Lowe's Cos Inc | +0.1% | -0.20% | 減碼 |
| 26 | EFA | Ishares Msci Eafe ETF | +0.1% | +2.46% | 加碼 |
| 27 | MCD | Mcdonald's CORP | +0.1% | +118.68% | 加碼 |
| 28 | COP | Conocophillips | +0.1% | -2.32% | 減碼 |
| 29 | IWM | Ishares Russell 2000 ETF | +0.1% | -3.46% | 減碼 |
| 30 | ABBV | Abbvie Inc | +0.1% | +0.84% | 加碼 |
| 31 | GQGPX | Gqg Part Emerg Mkts Eq-inv | +0.1% | +1.37% | 加碼 |
| 32 | WELL | Welltower Inc | 0% | -10.19% | 減碼 |
| 33 | T | At&t Inc | 0% | +3.48% | 加碼 |
| 34 | POR | Portland General Electric Co | 0% | +0.29% | 加碼 |
| 35 | THRM | Gentherm Inc | 0% | +45.97% | 加碼 |
| 36 | NVDA | Nvidia CORP | 0% | +0.60% | 加碼 |
| 37 | PLD | Prologis Inc | 0% | -7.25% | 減碼 |
| 38 | CBOE | Cboe Global Markets Inc | 0% | +20.55% | 加碼 |
| 39 | OGS | One Gas Inc | 0% | +0.60% | 加碼 |
| 40 | SFNC | Simmons First Natl Corp-cl A | 0% | +0.71% | 加碼 |
| 41 | IMAX | Imax CORP | 0% | +0.19% | 加碼 |
| 42 | BA | Boeing Co/the | 0% | +3.70% | 加碼 |
| 43 | SYK | Stryker CORP | 0% | +0.21% | 加碼 |
| 44 | SMPL | Simply Good Foods Co/the | 0% | +35.92% | 加碼 |
| 45 | CL | Colgate-palmolive Co | 0% | +25.60% | 加碼 |
| 46 | HLMN | Hillman Solutions CORP | 0% | +0.02% | 加碼 |
| 47 | BND | Vanguard Total Bond Market | 0% | +13.89% | 加碼 |
| 48 | IOSP | Innospec Inc | 0% | +1.75% | 加碼 |
| 49 | MRK | Merck & Co. Inc. | 0% | — | 不變 |
| 50 | CRS | Carpenter Technology | 0% | -2.98% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Connors Investor Services Inc 在 Q1 2026 季度的美股持倉總市值約為 US$11.6億，共申報了 149 個公開持股部位。
在 Q1 2026 季度，Connors Investor Services Inc 按市值排列的前三大核心持股分別為：PLTR (7.5%)、AAPL (4.6%)、SPY (3.8%)。其中最大持股部位 PLTR 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
WM
市值: US$1307.2萬
本季最大獲利了結 / 清倉標的
GDOT
前期市值: US$395.5萬
在 Q1 2026 季度中，Connors Investor Services Inc 共進行了 151 項持倉異動，包含新建倉 16 個部位、加碼 61 個部位、減碼 56 個部位以及清倉 18 個部位。 其中最大新建倉標的為 WM。 本季清倉部位包含 GDOT。
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。