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: 0001365707
申報總市值
US$5.7億
US$5.7億
366 檔
11.3%
Q1 2026 季度申報顯示，Contravisory Investment Management, Inc. 揭露的美股組合總市值為 US$5.7億，涵蓋 366 個不同之權益投資部位。
在 Q1 2026，Contravisory Investment Management, Inc. 展現出較為審慎的避險與獲利了結姿態。本季共減碼 76 個部位並完全清倉 47 檔持股，調降曝險的部位數量高於加碼動作。
檢視投資組合結構，前 5 大主力部位（包含 APA, TSM, KLAC）占據了總市值的 11.3%，展現出該機構在 Q1 2026 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 366 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 | APA | Apa CORP | 股票-能源 | 3.01% | -1.05% | +706.15% | |
| 2 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 2.86% | +0.66% | -8.12% | |
| 3 | KLAC | Kla CORP | 股票-科技 | 2.47% | +1.70% | +3.94% | |
| 4 | RTX | Rtx CORP | 股票-工業 | 2.39% | -0.37% | -1.71% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.35% | -0.11% | -0.67% | |
| 6 | UBS | UBS Group AG | 股票-金融 | 2.33% | +0.09% | -6.14% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.32% | +0.06% | -7.00% | |
| 8 | BAC | Bank Of America CORP | 股票-金融 | 2.16% | -1.91% | -0.22% | |
| 9 | HWM | Howmet Aerospace Inc | 股票-工業 | 2.16% | -0.03% | -2.19% | |
| 10 | GS | Goldman Sachs Group Inc | 股票-金融 | 2.13% | +0.02% | -4.37% | |
| 11 | DVN | Devon Energy CORP | 股票-能源 | 2.02% | -0.60% | — | |
| 12 | AAPL | Apple Inc | 股票-科技 | 2.00% | -0.06% | -6.46% | |
| 13 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.91% | -0.17% | +9.00% | |
| 14 | TGT | Target CORP | 股票-循環性消費 | 1.90% | -0.15% | — | |
| 15 | NVDA | Nvidia CORP | 股票-科技 | 1.89% | -0.03% | +1.13% | |
| 16 | TSLA | Tesla Inc | 股票-循環性消費 | 1.88% | -0.05% | +6.49% | |
| 17 | WMT | Walmart Inc | 股票-非循環性消費 | 1.86% | -0.41% | -4.02% | |
| 18 | COR | Cencora Inc | 股票-醫療保健 | 1.86% | -1.86% | EXIT | |
| 19 | USFD | US Foods Holding CORP | 股票-非循環性消費 | 1.84% | -0.10% | -4.94% | |
| 20 | CSCO | Cisco Systems Inc | 股票-科技 | 1.84% | +0.51% | +1.14% | |
| 21 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.78% | -0.05% | -3.83% | |
| 22 | AFL | Aflac Inc | 股票-金融 | 1.76% | -0.17% | -7.91% | |
| 23 | BCS | Barclays Plc-spons Adr | 股票-金融 | 1.75% | +0.13% | -5.39% | |
| 24 | PFE | Pfizer Inc | 股票-醫療保健 | 1.73% | -0.46% | — | |
| 25 | AXP | American Express Co | 股票-金融 | 1.73% | -1.71% | -3.97% | |
| 26 | CVX | Chevron CORP | 股票-能源 | 1.72% | -0.55% | -4.14% | |
| 27 | LH | Labcorp Holdings Inc | 股票-醫療保健 | 1.70% | -0.18% | -12.92% | |
| 28 | BIIB | Biogen Inc | 股票-醫療保健 | 1.68% | +0.01% | — | |
| 29 | AVGO | Broadcom Inc | 股票-科技 | 1.64% | +0.07% | +1035.48% | |
| 30 | MA | Mastercard Inc - A | 股票-金融 | 1.64% | -1.64% | -3.83% | |
| 31 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.62% | -1.62% | -3.71% | |
| 32 | GE | General Electric | 股票-工業 | 1.62% | +0.20% | +0.61% | |
| 33 | CTAS | Cintas CORP | 股票-工業 | 1.62% | -1.62% | EXIT | |
| 34 | IBM | Intl Business Machines CORP | 股票-科技 | 1.60% | -1.57% | +0.39% | |
| 35 | XEL | Xcel Energy Inc | 股票-公用事業 | 1.54% | -0.21% | -3.98% | |
| 36 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.46% | -1.46% | +1.09% | |
| 37 | F | Ford Motor Co | 股票-循環性消費 | 1.37% | +0.18% | — | |
| 38 | VST | Vistra CORP | 股票-公用事業 | 1.13% | -1.13% | EXIT | |
| 39 | MSFT | Microsoft CORP | 股票-科技 | 1.09% | -0.18% | -11.97% | |
| 40 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.57% | +0.06% | -4.11% | |
| 41 | XLE | Ss Energy Select Sector | ETF-其他 | 0.47% | -0.17% | +16.19% | |
| 42 | WELL | Welltower Inc | 股票-房地產 | 0.45% | — | +104.51% | |
| 43 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.39% | +0.59% | +15.69% | |
| 44 | XLF | Ss Financial Select Sector | ETF-其他 | 0.37% | -0.13% | +6.53% | |
| 45 | KEYS | Keysight Technologies In | 股票-科技 | 0.31% | +0.01% | -2.43% | |
| 46 | HAL | Halliburton Co | 股票-能源 | 0.30% | -0.08% | -0.08% | |
| 47 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.29% | +0.17% | +56.06% | |
| 48 | WAB | Wabtec CORP | 股票-工業 | 0.29% | -0.03% | -1.28% | |
| 49 | TER | Teradyne Inc | 股票-科技 | 0.28% | +0.12% | — | |
| 50 | RL | Ralph Lauren CORP | 股票-循環性消費 | 0.28% | — | +0.08% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | APA | Apa CORP | +2.8% | +706.15% | 加碼 |
| 2 | COR | Cencora Inc | +1.5% | +451.60% | 加碼 |
| 3 | AVGO | Broadcom Inc | +1.5% | +1035.48% | 加碼 |
| 4 | KLAC | Kla CORP | +0.6% | +3.94% | 加碼 |
| 5 | CVX | Chevron CORP | +0.4% | -4.14% | 減碼 |
| 6 | MRK | Merck & Co. Inc. | +0.4% | +9.00% | 加碼 |
| 7 | USFD | US Foods Holding CORP | +0.3% | -4.94% | 減碼 |
| 8 | HWM | Howmet Aerospace Inc | +0.3% | -2.19% | 減碼 |
| 9 | WELL | Welltower Inc | +0.3% | +104.51% | 加碼 |
| 10 | BG | Bunge Global SA | +0.2% | +968.25% | 加碼 |
| 11 | HAS | Hasbro Inc | +0.2% | +9799.13% | 加碼 |
| 12 | NEE | Nextera Energy Inc | +0.2% | +4540.71% | 加碼 |
| 13 | XLE | Ss Energy Select Sector | +0.2% | +16.19% | 加碼 |
| 14 | WMT | Walmart Inc | +0.2% | -4.02% | 減碼 |
| 15 | TECH | Bio-techne CORP | +0.2% | +1189.78% | 加碼 |
| 16 | RTX | Rtx CORP | +0.2% | -1.71% | 減碼 |
| 17 | LRCX | Lam Research CORP | +0.2% | +154.09% | 加碼 |
| 18 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | -8.12% | 減碼 |
| 19 | VZ | Verizon Communications Inc | +0.1% | +111.66% | 加碼 |
| 20 | EEM | Ishares Msci Emerging Market | +0.1% | +56.06% | 加碼 |
| 21 | NI | Nisource Inc | +0.1% | +69.33% | 加碼 |
| 22 | XEL | Xcel Energy Inc | +0.1% | -3.98% | 減碼 |
| 23 | HAL | Halliburton Co | +0.1% | -0.08% | 減碼 |
| 24 | KEYS | Keysight Technologies In | +0.1% | -2.43% | 減碼 |
| 25 | CSCO | Cisco Systems Inc | +0.1% | +1.14% | 加碼 |
| 26 | EA | Electronic Arts Inc | +0.1% | +63.81% | 加碼 |
| 27 | AMD | Advanced Micro Devices | +0.1% | +55.54% | 加碼 |
| 28 | APH | Amphenol Corp-cl A | +0.1% | +51.64% | 加碼 |
| 29 | TEL | TE Connectivity plc | +0.1% | +56.86% | 加碼 |
| 30 | AGX | Argan Inc | +0.1% | -4.82% | 減碼 |
| 31 | WFC | Wells Fargo & Co | +0.1% | +50.98% | 加碼 |
| 32 | WAB | Wabtec CORP | +0.1% | -1.28% | 減碼 |
| 33 | CAT | Caterpillar Inc | +0.1% | -2.75% | 減碼 |
| 34 | GLW | Corning Inc | +0.1% | -22.60% | 減碼 |
| 35 | XLY | Ss Consumer Disc Select Sect | 0% | +51.71% | 加碼 |
| 36 | XLK | Ss Technology Select Sector | 0% | +15.69% | 加碼 |
| 37 | XLV | Ss Health Care Select Sector | 0% | +32.13% | 加碼 |
| 38 | JBL | Jabil Inc | 0% | -0.91% | 減碼 |
| 39 | DAN | Dana Inc | 0% | -0.13% | 減碼 |
| 40 | TTWO | Take-two Interactive Softwre | 0% | +53.43% | 加碼 |
| 41 | ESE | Esco Technologies Inc | 0% | -8.60% | 減碼 |
| 42 | EVRG | Evergy Inc | 0% | +0.85% | 加碼 |
| 43 | JNJ | Johnson & Johnson | 0% | -4.76% | 減碼 |
| 44 | JBHT | Hunt (jb) Transprt Svcs Inc | 0% | -0.57% | 減碼 |
| 45 | INSW | International Seaways, Inc. | 0% | — | 不變 |
| 46 | KLIC | Kulicke & Soffa Industries | 0% | — | 不變 |
| 47 | CSTM | Constellium SE | 0% | -0.12% | 減碼 |
| 48 | WMB | Williams Cos Inc | 0% | -2.13% | 減碼 |
| 49 | HII | Huntington Ingalls Industrie | 0% | -1.91% | 減碼 |
| 50 | DK | Delek US Holdings Inc | 0% | — | 不變 |
根據 SEC 官方 Form 13F 申報備案，Contravisory Investment Management, Inc. 在 Q1 2026 季度的美股持倉總市值約為 US$5.7億，共申報了 366 個公開持股部位。
在 Q1 2026 季度，Contravisory Investment Management, Inc. 按市值排列的前三大核心持股分別為：APA (3.0%)、TSM (2.9%)、KLAC (2.5%)。其中最大持股部位 APA 佔據整體投資組合約 3.0% 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
DVN
市值: US$986.3萬
本季最大獲利了結 / 清倉標的
SPOT
前期市值: US$1183.5萬
在 Q1 2026 季度中，Contravisory Investment Management, Inc. 共進行了 196 項持倉異動，包含新建倉 40 個部位、加碼 33 個部位、減碼 76 個部位以及清倉 47 個部位。 其中最大新建倉標的為 DVN。 本季清倉部位包含 SPOT。
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。