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$5.5億
US$5.5億
391 檔
15.2%
截至 Q2 2026 季度末，Contravisory Investment Management, Inc. 的美股持倉估值約為 US$5.5億，全數申報部位共有 391 檔。
Contravisory Investment Management, Inc. 在 Q2 2026 進行了結構性的板塊輪動與部位換股。在開立 29 個全新部位及加碼 71 檔持股的同時，亦同步清倉 32 檔並減碼 67 檔標的。
檢視投資組合結構，前 5 大主力部位（包含 KLAC, TSM, UBS）占據了總市值的 15.2%，展現出該機構在 Q2 2026 的重點資金聚焦與風險分佈特徵。
本季最大新建倉標的
OTTR
市值: US$777.8萬
本季最大獲利了結 / 清倉標的
COR
前期市值: US$908.7萬
僅顯示前 200 大持股（共 391 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 | KLAC | Kla CORP | 股票-科技 | 4.17% | -1.58% | +856.54% | |
| 2 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 3.52% | -0.66% | +0.97% | |
| 3 | UBS | UBS Group AG | 股票-金融 | 2.42% | -0.24% | -4.79% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.38% | +0.01% | -3.62% | |
| 5 | CSCO | Cisco Systems Inc | 股票-科技 | 2.35% | -0.16% | -2.25% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.24% | — | -0.59% | |
| 7 | GS | Goldman Sachs Group Inc | 股票-金融 | 2.15% | -0.13% | -2.19% | |
| 8 | HWM | Howmet Aerospace Inc | 股票-工業 | 2.13% | -0.30% | -1.82% | |
| 9 | RTX | Rtx CORP | 股票-工業 | 2.02% | -0.05% | -0.16% | |
| 10 | ASML | ASML Holding N.V. | 股票-科技 | 1.97% | -0.15% | +62277.78% | |
| 11 | APH | Amphenol Corp-cl A | 股票-科技 | 1.97% | -0.02% | +657.51% | |
| 12 | APA | Apa CORP | 股票-能源 | 1.96% | +0.56% | -1.84% | |
| 13 | AAPL | Apple Inc | 股票-科技 | 1.94% | +0.39% | -1.15% | |
| 14 | BCS | Barclays Plc-spons Adr | 股票-金融 | 1.88% | -0.15% | -1.70% | |
| 15 | NVDA | Nvidia CORP | 股票-科技 | 1.86% | +0.31% | -0.56% | |
| 16 | TSLA | Tesla Inc | 股票-循環性消費 | 1.83% | -1.80% | -0.30% | |
| 17 | GE | General Electric | 股票-工業 | 1.82% | -0.21% | -0.91% | |
| 18 | TGT | Target CORP | 股票-循環性消費 | 1.75% | +0.42% | -0.54% | |
| 19 | TEX | Terex CORP | 股票-工業 | 1.75% | -0.45% | +2744.48% | |
| 20 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.74% | +0.32% | -0.85% | |
| 21 | USFD | US Foods Holding CORP | 股票-非循環性消費 | 1.74% | -0.17% | -1.61% | |
| 22 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.73% | +0.22% | -1.74% | |
| 23 | AVGO | Broadcom Inc | 股票-科技 | 1.71% | -0.05% | -1.17% | |
| 24 | EME | Emcor Group Inc | 股票-工業 | 1.70% | -0.11% | +636.50% | |
| 25 | BIIB | Biogen Inc | 股票-醫療保健 | 1.69% | +0.11% | -0.78% | |
| 26 | DY | Dycom Industries Inc | 股票-工業 | 1.60% | -0.74% | +39655.56% | |
| 27 | AFL | Aflac Inc | 股票-金融 | 1.59% | -0.08% | -1.69% | |
| 28 | ROK | Rockwell Automation Inc | 股票-工業 | 1.59% | -0.19% | +9354.17% | |
| 29 | F | Ford Motor Co | 股票-循環性消費 | 1.55% | -0.09% | +8.97% | |
| 30 | LH | Labcorp Holdings Inc | 股票-醫療保健 | 1.52% | +0.14% | -1.21% | |
| 31 | WMT | Walmart Inc | 股票-非循環性消費 | 1.45% | -0.09% | -0.64% | |
| 32 | DVN | Devon Energy CORP | 股票-能源 | 1.42% | +0.19% | -1.04% | |
| 33 | OTTR | Otter Tail CORP | 股票-工業 | 1.37% | +0.01% | — | |
| 34 | XEL | Xcel Energy Inc | 股票-公用事業 | 1.33% | -1.33% | -0.73% | |
| 35 | CCJ | Cameco CORP | 股票-能源 | 1.29% | -1.29% | +2229.27% | |
| 36 | PFE | Pfizer Inc | 股票-醫療保健 | 1.27% | +0.24% | -0.70% | |
| 37 | CVX | Chevron CORP | 股票-能源 | 1.17% | +0.34% | -1.46% | |
| 38 | REGN | Regeneron Pharmaceuticals | 股票-醫療保健 | 1.12% | +0.24% | — | |
| 39 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.98% | -0.34% | +104.73% | |
| 40 | MSFT | Microsoft CORP | 股票-科技 | 0.91% | -0.65% | -3.47% | |
| 41 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.63% | -0.06% | -1.86% | |
| 42 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.46% | -0.05% | +51.93% | |
| 43 | WELL | Welltower Inc | 股票-房地產 | 0.45% | +0.08% | +2.23% | |
| 44 | LRCX | Lam Research CORP | 股票-科技 | 0.40% | +0.03% | +2.19% | |
| 45 | TER | Teradyne Inc | 股票-科技 | 0.40% | -0.04% | +0.95% | |
| 46 | HPE | Hewlett Packard Enterprise | 股票-科技 | 0.35% | +0.16% | -1.64% | |
| 47 | AMD | Advanced Micro Devices | 股票-科技 | 0.35% | +0.02% | -36.55% | |
| 48 | INTC | Intel CORP | 股票-科技 | 0.35% | — | -33.25% | |
| 49 | AMAT | Applied Materials Inc | 股票-科技 | 0.34% | -0.05% | +2.50% | |
| 50 | GLW | Corning Inc | 股票-科技 | 0.34% | -0.04% | -3.66% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ASML | ASML Holding N.V. | +2% | +62277.78% | 加碼 |
| 2 | APH | Amphenol Corp-cl A | +1.8% | +657.51% | 加碼 |
| 3 | KLAC | Kla CORP | +1.7% | +856.54% | 加碼 |
| 4 | TEX | Terex CORP | +1.7% | +2744.48% | 加碼 |
| 5 | DY | Dycom Industries Inc | +1.6% | +39655.56% | 加碼 |
| 6 | ROK | Rockwell Automation Inc | +1.6% | +9354.17% | 加碼 |
| 7 | EME | Emcor Group Inc | +1.5% | +636.50% | 加碼 |
| 8 | OTTR | Otter Tail CORP | +1.4% | NEW | 新建倉 |
| 9 | CCJ | Cameco CORP | +1.2% | +2229.27% | 加碼 |
| 10 | REGN | Regeneron Pharmaceuticals | +1.1% | NEW | 新建倉 |
| 11 | TSM | Taiwan Semiconductor-sp Adr | +0.7% | +0.97% | 加碼 |
| 12 | XLK | Ss Technology Select Sector | +0.6% | +104.73% | 加碼 |
| 13 | CSCO | Cisco Systems Inc | +0.5% | -2.25% | 減碼 |
| 14 | MRNA | Moderna Inc | +0.3% | +1387.59% | 加碼 |
| 15 | STX | Seagate Technology Holdings plc | +0.3% | +590.27% | 加碼 |
| 16 | ON | On Semiconductor | +0.3% | NEW | 新建倉 |
| 17 | TXN | Texas Instruments Inc | +0.3% | NEW | 新建倉 |
| 18 | UNH | Unitedhealth Group Inc | +0.2% | NEW | 新建倉 |
| 19 | C | Citigroup Inc | +0.2% | +6204.35% | 加碼 |
| 20 | ROKU | Roku Inc | +0.2% | NEW | 新建倉 |
| 21 | IEX | Idex CORP | +0.2% | NEW | 新建倉 |
| 22 | GNRC | Generac Holdings Inc | +0.2% | NEW | 新建倉 |
| 23 | GE | General Electric | +0.2% | -0.91% | 減碼 |
| 24 | TXT | Textron Inc | +0.2% | NEW | 新建倉 |
| 25 | IFF | Intl Flavors & Fragrances | +0.2% | NEW | 新建倉 |
| 26 | ALGN | Align Technology Inc | +0.2% | NEW | 新建倉 |
| 27 | FRT | Federal Realty Invs Trust | +0.2% | +1175.69% | 加碼 |
| 28 | F | Ford Motor Co | +0.2% | +8.97% | 加碼 |
| 29 | LRCX | Lam Research CORP | +0.2% | +2.19% | 加碼 |
| 30 | VTRS | Viatris Inc | +0.2% | +957.84% | 加碼 |
| 31 | EEM | Ishares Msci Emerging Market | +0.2% | +51.93% | 加碼 |
| 32 | ECHO | Echostar Corp-a | +0.2% | +6791.91% | 加碼 |
| 33 | AMAT | Applied Materials Inc | +0.2% | +2.50% | 加碼 |
| 34 | INTC | Intel CORP | +0.2% | -33.25% | 減碼 |
| 35 | MU | Micron Technology Inc | +0.2% | -32.55% | 減碼 |
| 36 | CASY | Casey's General Stores Inc | +0.2% | +2431.25% | 加碼 |
| 37 | BCS | Barclays Plc-spons Adr | +0.1% | -1.70% | 減碼 |
| 38 | HPE | Hewlett Packard Enterprise | +0.1% | -1.64% | 減碼 |
| 39 | AMD | Advanced Micro Devices | +0.1% | -36.55% | 減碼 |
| 40 | TER | Teradyne Inc | +0.1% | +0.95% | 加碼 |
| 41 | GLW | Corning Inc | +0.1% | -3.66% | 減碼 |
| 42 | T | At&t Inc | +0.1% | +1155.75% | 加碼 |
| 43 | UBS | UBS Group AG | +0.1% | -4.79% | 減碼 |
| 44 | XLI | Ss Industrial Select Sector | +0.1% | +56.52% | 加碼 |
| 45 | ACMR | Acm Research Inc-class A | +0.1% | +2.25% | 加碼 |
| 46 | LFST | Lifestance Health Group Inc | +0.1% | NEW | 新建倉 |
| 47 | AVGO | Broadcom Inc | +0.1% | -1.17% | 減碼 |
| 48 | CAT | Caterpillar Inc | +0.1% | +1.16% | 加碼 |
| 49 | MDY | State Street Spdr S&p Midcap | +0.1% | +156.53% | 加碼 |
| 50 | GOOG | Alphabet Inc-cl C | +0.1% | -3.62% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Contravisory Investment Management, Inc. 在 Q2 2026 季度的美股持倉總市值約為 US$5.5億，共申報了 391 個公開持股部位。
在 Q2 2026 季度，Contravisory Investment Management, Inc. 按市值排列的前三大核心持股分別為：KLAC (4.2%)、TSM (3.5%)、UBS (2.4%)。其中最大持股部位 KLAC 佔據整體投資組合約 4.2% 的權重。
在 Q2 2026 季度中，Contravisory Investment Management, Inc. 共進行了 199 項持倉異動，包含新建倉 29 個部位、加碼 71 個部位、減碼 67 個部位以及清倉 32 個部位。 其中最大新建倉標的為 OTTR。 本季清倉部位包含 COR。
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。
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。
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。