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: 0001140771
申報總市值
US$23.9億
US$23.9億
123 檔
25.9%
根據最新整理的 13F 季度數據集，Davidson Investment Advisors 於 Q2 2026 結束時的管理資產規模為 US$23.9億。該機構在本季度申報了 123 檔美股持倉，呈現出該時期的主要投資地圖。
Davidson Investment Advisors 在 Q2 2026 的調整主要集中於風險出清，清倉與減碼部位合計達 82 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
檢視投資組合結構，前 5 大主力部位（包含 IXUS, GOOG, AMZN）占據了總市值的 25.9%，展現出該機構在 Q2 2026 的重點資金聚焦與風險分佈特徵。
| # | 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 | IXUS | Ishares Core Intl Stock ETF | ETF-其他 | 8.28% | +0.04% | +0.05% | |
| 2 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 4.80% | -0.15% | -8.32% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.36% | +0.22% | -3.51% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 4.04% | +0.64% | -3.41% | |
| 5 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 3.91% | -0.15% | -4.46% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.70% | +1.22% | -2.62% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 3.18% | +0.47% | +14.65% | |
| 8 | H | Hyatt Hotels CORP - Cl A | 股票-循環性消費 | 2.25% | -0.40% | -3.20% | |
| 9 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.05% | +0.77% | +5.09% | |
| 10 | AVGO | Broadcom Inc | 股票-科技 | 1.99% | -0.15% | +26.10% | |
| 11 | ETN | Eaton Corporation plc | 股票-工業 | 1.97% | +0.05% | +37.66% | |
| 12 | C | Citigroup Inc | 股票-金融 | 1.72% | -0.19% | -5.33% | |
| 13 | VFMO | Vanguard US Momentum Factor | ETF-其他 | 1.59% | +0.06% | +1.84% | |
| 14 | SRE | Sempra | 股票-公用事業 | 1.57% | +0.26% | -2.49% | |
| 15 | LH | Labcorp Holdings Inc | 股票-醫療保健 | 1.52% | +0.16% | -3.00% | |
| 16 | AGNC | Agnc Investment CORP | 股票-房地產 | 1.50% | -0.24% | -16.22% | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 1.43% | +0.08% | +17.05% | |
| 18 | CSCO | Cisco Systems Inc | 股票-科技 | 1.42% | -0.10% | -8.72% | |
| 19 | ADI | Analog Devices Inc | 股票-科技 | 1.35% | +0.03% | -2.40% | |
| 20 | ANET | Arista Networks Inc | 股票-科技 | 1.31% | +0.27% | -5.85% | |
| 21 | RTX | Rtx CORP | 股票-工業 | 1.27% | -1.18% | -35.45% | |
| 22 | EUSA | Ishares Msci USA Equal Weigh | ETF-其他 | 1.17% | +0.07% | +1.17% | |
| 23 | MDT | Medtronic plc | 股票-醫療保健 | 1.11% | -0.37% | -4.13% | |
| 24 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.10% | +0.16% | -25.85% | |
| 25 | CI | THE Cigna Group | 股票-醫療保健 | 1.07% | -0.01% | -4.53% | |
| 26 | CVS | Cvs Health CORP | 股票-醫療保健 | 1.03% | -0.30% | -0.62% | |
| 27 | CPT | Camden Property Trust | 股票-房地產 | 1.02% | -0.15% | +37.80% | |
| 28 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.02% | -0.11% | -23.74% | |
| 29 | PGR | Progressive CORP | 股票-金融 | 1.01% | -0.05% | +34.46% | |
| 30 | WMT | Walmart Inc | 股票-非循環性消費 | 0.99% | -0.08% | -4.80% | |
| 31 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 0.99% | +0.05% | -4.90% | |
| 32 | ✓ | 股票-其他 | 0.94% | -0.25% | — | ||
| 33 | BA | Boeing Co/the | 股票-工業 | 0.91% | -0.11% | -0.36% | |
| 34 | QCOM | Qualcomm Inc | 股票-科技 | 0.90% | +0.01% | -16.15% | |
| 35 | SARO | Standardaero Inc | 股票-其他 | 0.89% | +0.55% | +20.50% | |
| 36 | BAC | Bank Of America CORP | 股票-金融 | 0.89% | -0.03% | -0.91% | |
| 37 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.89% | -0.07% | -0.44% | |
| 38 | HD | Home Depot Inc | 股票-循環性消費 | 0.88% | -0.17% | -5.90% | |
| 39 | GIL | Gildan Activewear Inc | 股票-循環性消費 | 0.88% | -0.15% | -5.54% | |
| 40 | CVX | Chevron CORP | 股票-能源 | 0.85% | +0.21% | -5.84% | |
| 41 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 0.85% | — | +5.20% | |
| 42 | PM | Philip Morris International | 股票-非循環性消費 | 0.85% | -0.13% | -0.55% | |
| 43 | EOG | Eog Resources Inc | 股票-能源 | 0.84% | — | -4.85% | |
| 44 | AZN | AstraZeneca PLC | 股票-醫療保健 | 0.84% | -0.12% | -5.78% | |
| 45 | CTVA | Corteva Inc | 股票-原物料 | 0.80% | -0.07% | -5.65% | |
| 46 | ITM | Vaneck Intermediate Muni ETF | ETF-其他 | 0.79% | -0.08% | +1.61% | |
| 47 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.79% | +0.29% | -3.63% | |
| 48 | OTIS | Otis Worldwide CORP | 股票-工業 | 0.77% | -0.04% | -11.18% | |
| 49 | FIBK | First Interstate Bancsys-a | 股票-其他 | 0.75% | -0.73% | -0.28% | |
| 50 | DT | Dynatrace Inc | 股票-科技 | 0.75% | +0.26% | -4.92% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ✓ | +0.9% | NEW | 新建倉 | |
| 2 | TSM | Taiwan Semiconductor-sp Adr | +0.9% | -4.46% | 減碼 |
| 3 | ETN | Eaton Corporation plc | +0.7% | +37.66% | 加碼 |
| 4 | MTUM | Ishares Msci USA Momentum Fa | +0.7% | NEW | 新建倉 |
| 5 | NVDA | Nvidia CORP | +0.6% | +14.65% | 加碼 |
| 6 | AVGO | Broadcom Inc | +0.6% | +26.10% | 加碼 |
| 7 | ✓ | +0.5% | NEW | 新建倉 | |
| 8 | ✓ | +0.5% | NEW | 新建倉 | |
| 9 | IFNNY | Infineon Technologies-adr | +0.4% | NEW | 新建倉 |
| 10 | H | Hyatt Hotels CORP - Cl A | +0.4% | -3.20% | 減碼 |
| 11 | PANW | Palo Alto Networks Inc | +0.4% | -25.85% | 減碼 |
| 12 | IXUS | Ishares Core Intl Stock ETF | +0.4% | +0.05% | 加碼 |
| 13 | CPT | Camden Property Trust | +0.4% | +37.80% | 加碼 |
| 14 | CSCO | Cisco Systems Inc | +0.3% | -8.72% | 減碼 |
| 15 | GOOG | Alphabet Inc-cl C | +0.3% | -8.32% | 減碼 |
| 16 | V | Visa Inc-class A Shares | +0.3% | +17.05% | 加碼 |
| 17 | PGR | Progressive CORP | +0.3% | +34.46% | 加碼 |
| 18 | VFMO | Vanguard US Momentum Factor | +0.3% | +1.84% | 加碼 |
| 19 | CVS | Cvs Health CORP | +0.3% | -0.62% | 減碼 |
| 20 | ANET | Arista Networks Inc | +0.3% | -5.85% | 減碼 |
| 21 | SARO | Standardaero Inc | +0.2% | +20.50% | 加碼 |
| 22 | AMZN | Amazon.com Inc | +0.2% | -3.51% | 減碼 |
| 23 | ADI | Analog Devices Inc | +0.2% | -2.40% | 減碼 |
| 24 | AAPL | Apple Inc | +0.2% | -3.41% | 減碼 |
| 25 | C | Citigroup Inc | +0.2% | -5.33% | 減碼 |
| 26 | QCOM | Qualcomm Inc | +0.1% | -16.15% | 減碼 |
| 27 | EUSA | Ishares Msci USA Equal Weigh | +0.1% | +1.17% | 加碼 |
| 28 | BAC | Bank Of America CORP | +0.1% | -0.91% | 減碼 |
| 29 | FIBK | First Interstate Bancsys-a | +0.1% | -0.28% | 減碼 |
| 30 | ZTS | Zoetis Inc | +0.1% | +107.84% | 加碼 |
| 31 | DT | Dynatrace Inc | +0.1% | -4.92% | 減碼 |
| 32 | DGRO | Ishares Core Dividend Growth | +0.1% | +7.83% | 加碼 |
| 33 | PM | Philip Morris International | 0% | -0.55% | 減碼 |
| 34 | CP | Canadian Pacific Kansas City | 0% | -0.15% | 減碼 |
| 35 | WAFD | Wafd Inc | 0% | -6.36% | 減碼 |
| 36 | BA | Boeing Co/the | 0% | -0.36% | 減碼 |
| 37 | GBCI | Glacier Bancorp Inc | 0% | -5.53% | 減碼 |
| 38 | ITOT | Ishares Core S&p Total U.s. | 0% | -1.62% | 減碼 |
| 39 | CAT | Caterpillar Inc | 0% | — | 不變 |
| 40 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | +5.20% | 加碼 |
| 41 | TRMB | Trimble Inc | 0% | +37.56% | 加碼 |
| 42 | VB | Vanguard Small-cap ETF | 0% | -3.85% | 減碼 |
| 43 | LRCX | Lam Research CORP | 0% | -12.00% | 減碼 |
| 44 | MS | Morgan Stanley | 0% | — | 不變 |
| 45 | VXUS | Vanguard Total Intl Stock | 0% | +15.05% | 加碼 |
| 46 | VOO | Vanguard S&p 500 ETF | 0% | — | 不變 |
| 47 | IJR | Ishares Core S&p Small-cap E | 0% | +0.80% | 加碼 |
| 48 | DE | Deere & Co | 0% | +5.30% | 加碼 |
| 49 | TSLA | Tesla Inc | 0% | — | 不變 |
| 50 | VRTX | Vertex Pharmaceuticals Inc | — | -4.90% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Davidson Investment Advisors 在 Q2 2026 季度的美股持倉總市值約為 US$23.9億，共申報了 123 個公開持股部位。
在 Q2 2026 季度，Davidson Investment Advisors 按市值排列的前三大核心持股分別為：IXUS (8.3%)、GOOG (4.8%)、AMZN (4.4%)。其中最大持股部位 IXUS 佔據整體投資組合約 8.3% 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
市值: US$2300.8萬
本季最大獲利了結 / 清倉標的
HON
前期市值: US$2588.5萬
在 Q2 2026 季度中，Davidson Investment Advisors 共進行了 116 項持倉異動，包含新建倉 5 個部位、加碼 29 個部位、減碼 74 個部位以及清倉 8 個部位。 其中最大新建倉標的為 。 本季清倉部位包含 HON。
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。