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: 0001161670
申報總市值
US$13.2億
US$13.2億
207 檔
26.9%
Cullinan Associates Inc 在 Q1 2026 季度的美股部位總計估值為 US$13.2億，分散於 207 個持倉標的之中，反映其市場參與廣度與投資規模。
數據顯示 Cullinan Associates Inc 於 Q1 2026 季度持續回收資金，對 90 個既有部位進行裁減並清倉 10 個標的，組合整體流動性比重有所上升。
從部位權重觀察，前 5 大標的（包含 AAPL, KO, MSFT）累計市值佔比達 26.9%，是驅動 Cullinan Associates Inc 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 207 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 | AAPL | Apple Inc | 股票-科技 | 8.23% | +0.13% | -10.26% | |
| 2 | KO | Coca-cola Co/the | 股票-非循環性消費 | 8.08% | -1.12% | -3.86% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.68% | -0.74% | -12.00% | |
| 4 | SPGI | S&p Global Inc | 股票-金融 | 4.19% | -0.45% | -0.03% | |
| 5 | JNJ | Johnson & Johnson | 股票-醫療保健 | 3.62% | -0.22% | -5.70% | |
| 6 | XOM | Exxon Mobil CORP | 股票-能源 | 3.10% | -3.10% | EXIT | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.69% | +0.22% | -9.98% | |
| 8 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.64% | -0.18% | -12.87% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.41% | -0.14% | -18.13% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.23% | +0.93% | -5.13% | |
| 11 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.98% | +0.29% | -9.91% | |
| 12 | IBM | Intl Business Machines CORP | 股票-科技 | 1.89% | +0.03% | -18.86% | |
| 13 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 1.87% | +0.07% | +0.88% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.54% | +0.28% | -7.16% | |
| 15 | WMT | Walmart Inc | 股票-非循環性消費 | 1.43% | -0.21% | -72.70% | |
| 16 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.42% | -0.43% | -11.85% | |
| 17 | AMAT | Applied Materials Inc | 股票-科技 | 1.42% | +1.12% | -12.76% | |
| 18 | CVX | Chevron CORP | 股票-能源 | 1.35% | -0.45% | -23.94% | |
| 19 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.29% | +0.02% | -11.90% | |
| 20 | AFL | Aflac Inc | 股票-金融 | 1.23% | -0.01% | -2.68% | |
| 21 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.18% | -0.22% | -7.97% | |
| 22 | LRCXEUR | Lam Research CORP | 股票-科技 | 1.11% | +1.00% | -33.51% | |
| 23 | TXN | Texas Instruments Inc | 股票-科技 | 1.05% | +0.36% | -12.04% | |
| 24 | ORCL | Oracle CORP | 股票-科技 | 1.02% | -0.13% | -24.22% | |
| 25 | AXP | American Express Co | 股票-金融 | 0.99% | — | -6.33% | |
| 26 | CAT | Caterpillar Inc | 股票-工業 | 0.96% | +0.26% | -44.56% | |
| 27 | DE | Deere & Co | 股票-工業 | 0.95% | -0.01% | -8.89% | |
| 28 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.92% | -0.05% | -5.89% | |
| 29 | LMT | Lockheed Martin CORP | 股票-工業 | 0.88% | -0.24% | -9.90% | |
| 30 | KLAC | Kla CORP | 股票-科技 | 0.86% | +0.50% | -15.61% | |
| 31 | NVDA | Nvidia CORP | 股票-科技 | 0.84% | +0.54% | -27.97% | |
| 32 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.81% | -0.12% | -26.75% | |
| 33 | SO | Southern Co/the | 股票-公用事業 | 0.81% | -0.07% | -20.41% | |
| 34 | UPS | United Parcel Service-cl B | 股票-工業 | 0.74% | -0.38% | +18.50% | |
| 35 | UBER | Uber Technologies Inc | 股票-工業 | 0.74% | -0.05% | +2.67% | |
| 36 | CME | Cme Group Inc | 股票-金融 | 0.73% | -0.26% | -20.81% | |
| 37 | QLYS | Qualys Inc | 股票-科技 | 0.73% | +0.34% | — | |
| 38 | AMGN | Amgen Inc | 股票-醫療保健 | 0.73% | -0.07% | -18.07% | |
| 39 | HD | Home Depot Inc | 股票-循環性消費 | 0.73% | +0.01% | -9.08% | |
| 40 | NYT | New York Times Co-a | 股票-通訊服務 | 0.70% | -0.15% | -29.34% | |
| 41 | V | Visa Inc-class A Shares | 股票-金融 | 0.67% | +0.15% | +1.85% | |
| 42 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.66% | -0.07% | -6.65% | |
| 43 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.65% | -0.09% | -2.58% | |
| 44 | CSCO | Cisco Systems Inc | 股票-科技 | 0.63% | +0.24% | +5.70% | |
| 45 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.59% | — | -3.01% | |
| 46 | BAC | Bank Of America CORP | 股票-金融 | 0.58% | — | -6.17% | |
| 47 | QCOM | Qualcomm Inc | 股票-科技 | 0.56% | +0.13% | +20.72% | |
| 48 | EMR | Emerson Electric Co | 股票-工業 | 0.55% | -0.02% | -18.86% | |
| 49 | ABNB | Airbnb Inc-class A | 股票-循環性消費 | 0.55% | -0.08% | -0.74% | |
| 50 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.53% | -0.03% | -37.87% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | KO | Coca-cola Co/the | +1.6% | -3.86% | 減碼 |
| 2 | XOM | Exxon Mobil CORP | +1.1% | -10.20% | 減碼 |
| 3 | JNJ | Johnson & Johnson | +0.9% | -5.70% | 減碼 |
| 4 | AMAT | Applied Materials Inc | +0.4% | -12.76% | 減碼 |
| 5 | VRTX | Vertex Pharmaceuticals Inc | +0.3% | +0.88% | 加碼 |
| 6 | CVX | Chevron CORP | +0.3% | -23.94% | 減碼 |
| 7 | LMT | Lockheed Martin CORP | +0.2% | -9.90% | 減碼 |
| 8 | DE | Deere & Co | +0.2% | -8.89% | 減碼 |
| 9 | UPS | United Parcel Service-cl B | +0.2% | +18.50% | 加碼 |
| 10 | AFL | Aflac Inc | +0.2% | -2.68% | 減碼 |
| 11 | WFC | Wells Fargo & Co | +0.2% | +47.68% | 加碼 |
| 12 | KLAC | Kla CORP | +0.2% | -15.61% | 減碼 |
| 13 | TXN | Texas Instruments Inc | +0.2% | -12.04% | 減碼 |
| 14 | FAST | Fastenal Co | +0.1% | +1.16% | 加碼 |
| 15 | CSCO | Cisco Systems Inc | +0.1% | +5.70% | 加碼 |
| 16 | PG | Procter & Gamble Co/the | +0.1% | -12.87% | 減碼 |
| 17 | AESI | Atlas Energy Solutions Inc | +0.1% | — | 不變 |
| 18 | MRK | Merck & Co. Inc. | +0.1% | -4.93% | 減碼 |
| 19 | CARR | Carrier Global CORP | +0.1% | +218.89% | 加碼 |
| 20 | MCD | Mcdonald's CORP | +0.1% | -11.85% | 減碼 |
| 21 | COP | Conocophillips | +0.1% | — | 不變 |
| 22 | ASML | ASML Holding N.V. | +0.1% | — | 不變 |
| 23 | TJX | Tjx Companies Inc | +0.1% | -6.65% | 減碼 |
| 24 | LOW | Lowe's Cos Inc | +0.1% | -7.97% | 減碼 |
| 25 | AVGO | Broadcom Inc | +0.1% | +32.57% | 加碼 |
| 26 | DUK | Duke Energy CORP | +0.1% | +3.51% | 加碼 |
| 27 | CL | Colgate-palmolive Co | +0.1% | +2.55% | 加碼 |
| 28 | PEP | Pepsico Inc | +0.1% | -2.58% | 減碼 |
| 29 | TRV | Travelers Cos Inc/the | +0.1% | -3.01% | 減碼 |
| 30 | GOOG | Alphabet Inc-cl C | +0.1% | -5.13% | 減碼 |
| 31 | INTC | Intel CORP | +0.1% | +1.95% | 加碼 |
| 32 | PLD | Prologis Inc | +0.1% | +8.95% | 加碼 |
| 33 | ✓ | Berkshire Hathaway Cl B | +0.1% | +1.13% | 加碼 |
| 34 | NSC | Norfolk Southern CORP | +0.1% | — | 不變 |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -9.98% | 減碼 |
| 36 | UBER | Uber Technologies Inc | +0.1% | +2.67% | 加碼 |
| 37 | PSX | Phillips 66 | +0.1% | — | 不變 |
| 38 | HPQ | Hp Inc | +0.1% | +23.61% | 加碼 |
| 39 | QCOM | Qualcomm Inc | +0.1% | +20.72% | 加碼 |
| 40 | ABNB | Airbnb Inc-class A | +0.1% | -0.74% | 減碼 |
| 41 | CVS | Cvs Health CORP | +0.1% | +8.11% | 加碼 |
| 42 | SO | Southern Co/the | 0% | -20.41% | 減碼 |
| 43 | AMGN | Amgen Inc | 0% | -18.07% | 減碼 |
| 44 | PYPL | Paypal Holdings Inc | 0% | +18.13% | 加碼 |
| 45 | NFLX | Netflix Inc | 0% | +25.55% | 加碼 |
| 46 | BSX | Boston Scientific CORP | 0% | +91.93% | 加碼 |
| 47 | NEE | Nextera Energy Inc | 0% | — | 不變 |
| 48 | GEV | GE Vernova Inc | 0% | -0.08% | 減碼 |
| 49 | HON | Honeywell International Inc | 0% | — | 不變 |
| 50 | UBS | UBS Group AG | 0% | +39.33% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Cullinan Associates Inc 在 Q1 2026 季度的美股持倉總市值約為 US$13.2億，共申報了 207 個公開持股部位。
在 Q1 2026 季度，Cullinan Associates Inc 按市值排列的前三大核心持股分別為：AAPL (8.2%)、KO (8.1%)、MSFT (4.7%)。其中最大持股部位 AAPL 佔據整體投資組合約 8.2% 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
PODD
市值: US$52.5萬
本季最大獲利了結 / 清倉標的
CHRW
前期市值: US$808.6萬
在 Q1 2026 季度中，Cullinan Associates Inc 共進行了 134 項持倉異動，包含新建倉 6 個部位、加碼 28 個部位、減碼 90 個部位以及清倉 10 個部位。 其中最大新建倉標的為 PODD。 本季清倉部位包含 CHRW。
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。