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: 0001863523
申報總市值
US$46.8億
US$46.8億
407 檔
10.9%
在 Q1 2026 的 13F 官方備案中，CSM Advisors, LLC 管理的美股投資組合規模來到 US$46.8億，整體持股檔數為 407 檔。
觀察 Q1 2026 的資金脈絡，CSM Advisors, LLC 在獲利結算 26 檔個股的同時，將資本重新部署至 44 檔新選標的，展現主動管理機構的輪動節奏。
在資產配置集中度方面，CSM Advisors, LLC 的前 5 大核心持股（包含 NVDA, AAPL, MSFT 等）合計佔整體申報市值的 10.9%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 407 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 | 3.01% | +0.22% | +221.18% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.00% | +1.30% | +237.27% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.18% | -1.21% | +189.28% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.17% | +0.24% | -20.49% | |
| 5 | VUG | Vanguard Growth ETF | ETF-其他 | 2.17% | +0.08% | +0.34% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.07% | +0.51% | — | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.94% | +0.51% | +127.03% | |
| 8 | VTV | Vanguard Value ETF | ETF-其他 | 1.77% | -0.06% | +0.03% | |
| 9 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.61% | +1.08% | +245.79% | |
| 10 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.34% | -0.15% | -12.99% | |
| 11 | USB | US Bancorp | 股票-金融 | 1.33% | +0.01% | -8.24% | |
| 12 | CSCO | Cisco Systems Inc | 股票-科技 | 1.30% | -0.47% | +2.53% | |
| 13 | AVGO | Broadcom Inc | 股票-科技 | 1.23% | +0.02% | +194.70% | |
| 14 | CAT | Caterpillar Inc | 股票-工業 | 1.23% | +0.14% | -3.05% | |
| 15 | CMI | Cummins Inc | 股票-工業 | 1.18% | +0.07% | -13.29% | |
| 16 | EZU | Ishares Msci Eurozone ETF | ETF-其他 | 1.11% | -0.04% | +0.03% | |
| 17 | CVX | Chevron CORP | 股票-能源 | 1.07% | -0.27% | -18.64% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.06% | -0.05% | -12.51% | |
| 19 | ORSIX | Nrth Sq Dyn Sm Cap-i | 股票-其他 | 1.05% | -1.05% | EXIT | |
| 20 | HIG | Hartford Insurance Group Inc | 股票-金融 | 1.03% | +0.02% | -20.36% | |
| 21 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.99% | +0.02% | -34.09% | |
| 22 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.97% | -0.11% | +5.23% | |
| 23 | C | Citigroup Inc | 股票-金融 | 0.95% | +0.06% | -13.47% | |
| 24 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型股 | 0.94% | -0.39% | +5.02% | |
| 25 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.93% | -0.05% | -13.41% | |
| 26 | DAL | Delta Air Lines Inc | 股票-工業 | 0.89% | +0.19% | -13.32% | |
| 27 | EOG | Eog Resources Inc | 股票-能源 | 0.89% | -0.21% | -13.08% | |
| 28 | TSLA | Tesla Inc | 股票-循環性消費 | 0.85% | -0.05% | +455.07% | |
| 29 | MO | Altria Group Inc | 股票-非循環性消費 | 0.83% | +0.03% | -7.74% | |
| 30 | SHEL | Shell Plc-adr | 股票-能源 | 0.80% | -0.23% | -13.59% | |
| 31 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.79% | +0.01% | -12.04% | |
| 32 | SYF | Synchrony Financial | 股票-金融 | 0.75% | -0.02% | -13.77% | |
| 33 | DUK | Duke Energy CORP | 股票-公用事業 | 0.70% | -0.11% | -1.29% | |
| 34 | MU | Micron Technology Inc | 股票-科技 | 0.68% | -0.42% | +22.33% | |
| 35 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.67% | +0.10% | +16.44% | |
| 36 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.66% | +0.04% | +121.39% | |
| 37 | QCOM | Qualcomm Inc | 股票-科技 | 0.65% | -0.61% | -12.40% | |
| 38 | IBM | Intl Business Machines CORP | 股票-科技 | 0.64% | -0.10% | -13.46% | |
| 39 | GM | General Motors Co | 股票-循環性消費 | 0.63% | +0.04% | -13.21% | |
| 40 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.62% | -0.04% | +6513.42% | |
| 41 | KLAC | Kla CORP | 股票-科技 | 0.62% | -0.03% | +384.19% | |
| 42 | AMP | Ameriprise Financial Inc | 股票-金融 | 0.61% | -0.07% | -13.17% | |
| 43 | EWC | Ishares Msci Canada ETF | ETF-其他 | 0.59% | -0.51% | +0.70% | |
| 44 | NFLX | Netflix Inc | 股票-通訊服務 | 0.58% | -0.20% | +424.48% | |
| 45 | MDT | Medtronic plc | 股票-醫療保健 | 0.57% | -0.57% | EXIT | |
| 46 | FOXA | Fox CORP - Class A | 股票-通訊服務 | 0.56% | -0.13% | +25.48% | |
| 47 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.55% | -0.55% | EXIT | |
| 48 | PFE | Pfizer Inc | 股票-醫療保健 | 0.53% | -0.07% | -13.45% | |
| 49 | SPG | Simon Property Group Inc | 股票-房地產 | 0.50% | +0.02% | -25.41% | |
| 50 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.50% | -0.05% | +3.10% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +2% | +237.27% | 加碼 |
| 2 | NVDA | Nvidia CORP | +1.9% | +221.18% | 加碼 |
| 3 | MSFT | Microsoft CORP | +1.1% | +189.28% | 加碼 |
| 4 | AMZN | Amazon.com Inc | +1% | +245.79% | 加碼 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.9% | +127.03% | 加碼 |
| 6 | AVGO | Broadcom Inc | +0.7% | +194.70% | 加碼 |
| 7 | TSLA | Tesla Inc | +0.7% | +455.07% | 加碼 |
| 8 | NEE | Nextera Energy Inc | +0.6% | +6513.42% | 加碼 |
| 9 | KLAC | Kla CORP | +0.5% | +384.19% | 加碼 |
| 10 | NFLX | Netflix Inc | +0.5% | +424.48% | 加碼 |
| 11 | V | Visa Inc-class A Shares | +0.3% | +282.48% | 加碼 |
| 12 | COST | Costco Wholesale CORP | +0.3% | +280.56% | 加碼 |
| 13 | LLY | Eli Lilly & Co | +0.3% | +121.39% | 加碼 |
| 14 | AMD | Advanced Micro Devices | +0.3% | +398.92% | 加碼 |
| 15 | MA | Mastercard Inc - A | +0.3% | +284.10% | 加碼 |
| 16 | WMT | Walmart Inc | +0.2% | +381.41% | 加碼 |
| 17 | PLTR | Palantir Technologies Inc-a | +0.2% | +366.79% | 加碼 |
| 18 | NTCT | Netscout Systems Inc | +0.2% | +89.57% | 加碼 |
| 19 | GEV | GE Vernova Inc | +0.2% | +194.90% | 加碼 |
| 20 | MU | Micron Technology Inc | +0.2% | +22.33% | 加碼 |
| 21 | TEX | Terex CORP | +0.2% | +84.85% | 加碼 |
| 22 | VZ | Verizon Communications Inc | +0.1% | +5.23% | 加碼 |
| 23 | TALO | Talos Energy Inc | +0.1% | +67.23% | 加碼 |
| 24 | CAT | Caterpillar Inc | +0.1% | -3.05% | 減碼 |
| 25 | ISRG | Intuitive Surgical Inc | +0.1% | +250.93% | 加碼 |
| 26 | NMRK | Newmark Group Inc-class A | +0.1% | +680.32% | 加碼 |
| 27 | COHR | Coherent CORP | +0.1% | +217.10% | 加碼 |
| 28 | ORCL | Oracle CORP | +0.1% | +162.30% | 加碼 |
| 29 | SM | Sm Energy Co | +0.1% | +17.77% | 加碼 |
| 30 | UBER | Uber Technologies Inc | +0.1% | +206.48% | 加碼 |
| 31 | EGY | Vaalco Energy Inc | +0.1% | +9.79% | 加碼 |
| 32 | SHOP | Shopify Inc - Class A | +0.1% | +408.10% | 加碼 |
| 33 | EFSC | Enterprise Financial Service | +0.1% | +570.20% | 加碼 |
| 34 | CDE | Coeur Mining Inc | +0.1% | +486.43% | 加碼 |
| 35 | HOOD | Robinhood Markets Inc - A | +0.1% | +736.54% | 加碼 |
| 36 | EOG | Eog Resources Inc | +0.1% | -13.08% | 減碼 |
| 37 | SBH | Sally Beauty Holdings Inc | +0.1% | +70.36% | 加碼 |
| 38 | ONL | Orion Properties Inc. | +0.1% | +144.11% | 加碼 |
| 39 | GILD | Gilead Sciences Inc | +0.1% | +189.33% | 加碼 |
| 40 | AAP | Advance Auto Parts Inc | +0.1% | +65.98% | 加碼 |
| 41 | MTX | Minerals Technologies Inc | +0.1% | +8.36% | 加碼 |
| 42 | KOP | Koppers Holdings Inc | +0.1% | +9.62% | 加碼 |
| 43 | TNK | Teekay Tankers Ltd. | +0.1% | +18.35% | 加碼 |
| 44 | VRT | Vertiv Holdings Co-a | +0.1% | +117.32% | 加碼 |
| 45 | NOW | Servicenow Inc | +0.1% | +224.03% | 加碼 |
| 46 | MITK | Mitek Systems Inc | 0% | +11.19% | 加碼 |
| 47 | AVT | Avnet Inc | 0% | +9.74% | 加碼 |
| 48 | MUR | Murphy Oil CORP | 0% | +0.35% | 加碼 |
| 49 | SNEX | Stonex Group Inc | 0% | +64.21% | 加碼 |
| 50 | AHCO | Adapthealth CORP | 0% | +9.75% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，CSM Advisors, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$46.8億，共申報了 407 個公開持股部位。
在 Q1 2026 季度，CSM Advisors, LLC 按市值排列的前三大核心持股分別為：NVDA (3.0%)、AAPL (3.0%)、MSFT (2.2%)。其中最大持股部位 NVDA 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
VLO
市值: US$1874.6萬
本季最大獲利了結 / 清倉標的
AES
前期市值: US$1326.8萬
在 Q1 2026 季度中，CSM Advisors, LLC 共進行了 199 項持倉異動，包含新建倉 44 個部位、加碼 61 個部位、減碼 68 個部位以及清倉 26 個部位。 其中最大新建倉標的為 VLO。 本季清倉部位包含 AES。
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。