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: 0001737089
申報總市值
US$34.6億
US$34.6億
1547 檔
12.0%
CX Institutional 在 Q1 2026 季度的美股部位總計估值為 US$34.6億，分散於 1547 個持倉標的之中，反映其市場參與廣度與投資規模。
Q1 2026 數據顯示 CX Institutional 積極進場，新開立 17 個部位並同步加碼 101 檔個股，反映機構在該季度的資金注入與籌碼積累。
從部位權重觀察，前 5 大標的（包含 SGOV, IEFA, SPTI）累計市值佔比達 12.0%，是驅動 CX Institutional 該季度整體投資組合績效表現的核心支柱。
本季最大新建倉標的
TDC
市值: US$828.3萬
本季最大獲利了結 / 清倉標的
SGOV
前期市值: US$1.3億
僅顯示前 200 大持股（共 1547 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 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 3.52% | +1.85% | -10.46% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 2.72% | -0.32% | -3.60% | |
| 3 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 2.46% | -0.94% | +2.31% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 2.03% | -0.41% | +2.80% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 1.97% | +0.07% | +7.74% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.86% | -1.10% | +1.65% | |
| 7 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-其他 | 1.83% | -0.07% | +0.83% | |
| 8 | SPBO | Ss Spdr P CORP Bond ETF | ETF-投資等級公司債 | 1.82% | -0.06% | +2.07% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 1.67% | +0.13% | +4.55% | |
| 10 | SHM | Ss Spdr N Ice St Muni ETF | ETF-其他 | 1.62% | -0.07% | +5.18% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.55% | +0.23% | -30.29% | |
| 12 | RSPA | Invesco S&p 500 Ew Income Ad | ETF-大型股與成長 | 1.42% | +0.01% | -4.11% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.42% | +0.05% | -24.17% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 1.37% | -0.09% | +11.32% | |
| 15 | ITM | Vaneck Intermediate Muni ETF | ETF-其他 | 1.36% | -0.64% | +2.44% | |
| 16 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 1.35% | -0.03% | -33.06% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.18% | +0.16% | +2.36% | |
| 18 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.13% | +0.07% | +10.61% | |
| 19 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.03% | +1.09% | +1.66% | |
| 20 | JAAA | Janus Henderson Aaa Clo ETF | ETF-其他 | 1.01% | -0.04% | +1.54% | |
| 21 | SCHV | Schwab US Large-cap Value | ETF-其他 | 0.98% | -0.18% | -42.92% | |
| 22 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.95% | +0.28% | +15.52% | |
| 23 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | ETF-其他 | 0.91% | -0.30% | +67.36% | |
| 24 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.90% | -0.27% | +4.47% | |
| 25 | AVGO | Broadcom Inc | 股票-科技 | 0.87% | +0.12% | +23.22% | |
| 26 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.84% | +0.13% | +2.67% | |
| 27 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.83% | +0.04% | -48.37% | |
| 28 | TSLA | Tesla Inc | 股票-循環性消費 | 0.82% | +0.14% | +23.16% | |
| 29 | V | Visa Inc-class A Shares | 股票-金融 | 0.81% | +0.12% | +28.24% | |
| 30 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.81% | -0.07% | +3.61% | |
| 31 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.80% | +0.02% | +25.63% | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.79% | +0.06% | -50.32% | |
| 33 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 0.79% | +0.05% | -51.47% | |
| 34 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.79% | +0.04% | -48.81% | |
| 35 | TAXF | American Century Diver Muni | ETF-其他 | 0.62% | +0.01% | +1.78% | |
| 36 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.60% | -0.03% | +4.74% | |
| 37 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.57% | -0.36% | +68.77% | |
| 38 | VTV | Vanguard Value ETF | ETF-其他 | 0.55% | +0.04% | +3.03% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.55% | +0.11% | -4.79% | |
| 40 | UNP | Union Pacific CORP | 股票-工業 | 0.55% | -0.06% | +8.67% | |
| 41 | FTC | First Trust Large Cap Growth | ETF-大型股與成長 | 0.54% | +0.07% | +5.57% | |
| 42 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 0.53% | +0.01% | -6.18% | |
| 43 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.52% | -0.52% | +0.35% | |
| 44 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.52% | +0.14% | +4.04% | |
| 45 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.48% | -0.43% | +525.37% | |
| 46 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.48% | +0.03% | -0.64% | |
| 47 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.46% | -0.02% | +33.14% | |
| 48 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.44% | +0.09% | +13.59% | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.42% | +0.27% | -30.55% | |
| 50 | AMGN | Amgen Inc | 股票-醫療保健 | 0.41% | -0.14% | -2.44% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.4% | +525.37% | 加碼 |
| 2 | QEFA | Stsr Spd Msc Eaf Stgfs-us In | +0.4% | +67.36% | 加碼 |
| 3 | CRUS | Cirrus Logic Inc | +0.3% | +737760.00% | 加碼 |
| 4 | CSL | Carlisle Cos Inc | +0.3% | +3314.30% | 加碼 |
| 5 | DELL | Dell Technologies -c | +0.3% | +1880.12% | 加碼 |
| 6 | GILD | Gilead Sciences Inc | +0.3% | +68.77% | 加碼 |
| 7 | NTAP | Netapp Inc | +0.3% | +3679.45% | 加碼 |
| 8 | ABNB | Airbnb Inc-class A | +0.3% | +3214.17% | 加碼 |
| 9 | QCOM | Qualcomm Inc | +0.3% | +550.13% | 加碼 |
| 10 | APA | Apa CORP | +0.2% | +1170.48% | 加碼 |
| 11 | VRSN | Verisign Inc | +0.2% | +2121.03% | 加碼 |
| 12 | EEMV | Ishares Msci Emg Mkt Min Vol | +0.2% | +452416.00% | 加碼 |
| 13 | HPQ | Hp Inc | +0.2% | +4281.10% | 加碼 |
| 14 | FTNT | Fortinet Inc | +0.2% | +1158.61% | 加碼 |
| 15 | ROST | Ross Stores Inc | +0.2% | +941.12% | 加碼 |
| 16 | NXPI | NXP Semiconductors N.V. | +0.2% | +1384.23% | 加碼 |
| 17 | GS | Goldman Sachs Group Inc | +0.2% | +208.40% | 加碼 |
| 18 | HLT | Hilton Worldwide Holdings In | +0.2% | +763.07% | 加碼 |
| 19 | BBY | Best Buy Co Inc | +0.2% | +1222.75% | 加碼 |
| 20 | GNR | State Street Spdr S&p Global | +0.2% | +36659.82% | 加碼 |
| 21 | THG | Hanover Insurance Group Inc/ | +0.2% | +306536.36% | 加碼 |
| 22 | NRG | Nrg Energy Inc | +0.2% | +1823.44% | 加碼 |
| 23 | UNH | Unitedhealth Group Inc | +0.2% | +346.05% | 加碼 |
| 24 | TEL | TE Connectivity plc | +0.2% | +801.22% | 加碼 |
| 25 | EXPE | Expedia Group Inc | +0.2% | +1833.16% | 加碼 |
| 26 | CF | Cf Industries Holdings Inc | +0.2% | +1776.92% | 加碼 |
| 27 | CTSH | Cognizant Tech Solutions-a | +0.2% | +1594.22% | 加碼 |
| 28 | DHI | Dr Horton Inc | +0.2% | +1002.91% | 加碼 |
| 29 | COR | Cencora Inc | +0.2% | +421.54% | 加碼 |
| 30 | VST | Vistra CORP | +0.2% | +1396.32% | 加碼 |
| 31 | BMY | Bristol-myers Squibb Co | +0.2% | +33.14% | 加碼 |
| 32 | XOM | Exxon Mobil CORP | +0.2% | +14.67% | 加碼 |
| 33 | ITA | Ishares U.s. Aerospace & Def | +0.2% | +1422.35% | 加碼 |
| 34 | FNF | Fidelity National Financial | +0.2% | +549.06% | 加碼 |
| 35 | ABT | Abbott Laboratories | +0.2% | +191.66% | 加碼 |
| 36 | PGR | Progressive CORP | +0.1% | +487.42% | 加碼 |
| 37 | CIBR | First Trust Nasdaq Cybersecu | +0.1% | +737.02% | 加碼 |
| 38 | NXST | Nexstar Media Group Inc | +0.1% | +323.78% | 加碼 |
| 39 | DECK | Deckers Outdoor CORP | +0.1% | +2798.44% | 加碼 |
| 40 | ARTY | Ishares Future Ai & Tech ETF | +0.1% | +436.61% | 加碼 |
| 41 | INCY | Incyte CORP | +0.1% | +1030.84% | 加碼 |
| 42 | AMP | Ameriprise Financial Inc | +0.1% | +1155.09% | 加碼 |
| 43 | ALSN | Allison Transmission Holding | +0.1% | +269061.54% | 加碼 |
| 44 | BOTZ | Global X Robotics & Artifici | +0.1% | +219246.43% | 加碼 |
| 45 | NLR | Vaneck Urani & Nuclr Etf-usd | +0.1% | +26792.04% | 加碼 |
| 46 | AOS | Smith (a.o.) CORP | +0.1% | +1790.18% | 加碼 |
| 47 | IBKR | Interactive Brokers Gro-cl A | +0.1% | +8864.05% | 加碼 |
| 48 | BAH | Booz Allen Hamilton Holdings | +0.1% | +8193.11% | 加碼 |
| 49 | SHM | Ss Spdr N Ice St Muni ETF | +0.1% | +5.18% | 加碼 |
| 50 | ACM | Aecom | +0.1% | +21131.05% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，CX Institutional 在 Q1 2026 季度的美股持倉總市值約為 US$34.6億，共申報了 1547 個公開持股部位。
在 Q1 2026 季度，CX Institutional 按市值排列的前三大核心持股分別為：SGOV (3.5%)、IEFA (2.7%)、SPTI (2.5%)。其中最大持股部位 SGOV 佔據整體投資組合約 3.5% 的權重。
在 Q1 2026 季度中，CX Institutional 共進行了 200 項持倉異動，包含新建倉 17 個部位、加碼 101 個部位、減碼 82 個部位以及清倉 0 個部位。 其中最大新建倉標的為 TDC。
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。