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: 0000891287
申報總市值
US$63.4億
US$63.4億
273 檔
21.6%
在 Q1 2026 的 13F 官方備案中，Davis R M Inc 管理的美股投資組合規模來到 US$63.4億，整體持股檔數為 273 檔。
在 Q1 2026 期間，Davis R M Inc 展現了靈活的資產再平衡步調，透過出清 12 檔弱勢或達到目標價部位，將資金轉置於 10 檔新建倉標的之中。
在資產配置集中度方面，Davis R M Inc 的前 5 大核心持股（包含 SPY, AAPL, GOOGL 等）合計佔整體申報市值的 21.6%，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 273 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 5.66% | +0.15% | +1.95% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.19% | +0.09% | +2.05% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.60% | +0.47% | +0.12% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 4.45% | +0.12% | +1.38% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 4.39% | +0.14% | +2.54% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.13% | -0.27% | +4.46% | |
| 7 | APH | Amphenol Corp-cl A | 股票-科技 | 3.05% | +0.60% | -1.39% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.95% | +0.02% | +4.38% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-其他 | 2.82% | +0.13% | +3.14% | |
| 10 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.50% | +0.08% | +4.18% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.19% | -0.17% | -0.02% | |
| 12 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.99% | +1.74% | +1.14% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.95% | — | +1.39% | |
| 14 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.93% | -0.30% | +1.39% | |
| 15 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.89% | -0.32% | -1.60% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 1.61% | +0.02% | +1.47% | |
| 17 | CB | Chubb Limited | 股票-金融 | 1.43% | -0.13% | -0.52% | |
| 18 | XOM | Exxon Mobil CORP | 股票-能源 | 1.35% | -0.38% | +0.08% | |
| 19 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.32% | -0.16% | +2.96% | |
| 20 | LIN | Linde plc | 股票-原物料 | 1.31% | -0.09% | +1.81% | |
| 21 | ASML | ASML Holding N.V. | 股票-科技 | 1.20% | +0.40% | +1.33% | |
| 22 | AME | Ametek Inc | 股票-工業 | 1.17% | -0.01% | -1.35% | |
| 23 | ETN | Eaton Corporation plc | 股票-工業 | 1.17% | +0.06% | -0.20% | |
| 24 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.15% | -0.18% | +0.56% | |
| 25 | WCN | Waste Connections Inc | 股票-工業 | 1.13% | -0.10% | +0.21% | |
| 26 | RTX | Rtx CORP | 股票-工業 | 1.10% | -0.15% | -1.53% | |
| 27 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.07% | -0.10% | -0.92% | |
| 28 | INTU | Intuit Inc | 股票-科技 | 1.05% | -0.50% | +0.02% | |
| 29 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 1.05% | +0.02% | — | |
| 30 | DHR | Danaher CORP | 股票-醫療保健 | 1.05% | -0.13% | -0.45% | |
| 31 | AVGO | Broadcom Inc | 股票-科技 | 1.04% | +0.15% | +27.76% | |
| 32 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.04% | -0.04% | -0.31% | |
| 33 | PSX | Phillips 66 | 股票-能源 | 1.03% | -0.19% | -1.62% | |
| 34 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.00% | +0.16% | +1.18% | |
| 35 | HD | Home Depot Inc | 股票-循環性消費 | 0.96% | -0.03% | +3.76% | |
| 36 | IDXX | Idexx Laboratories Inc | 股票-醫療保健 | 0.92% | -0.16% | -1.63% | |
| 37 | TTWO | Take-two Interactive Softwre | 股票-通訊服務 | 0.89% | +0.13% | +4.33% | |
| 38 | AMT | American Tower CORP | 股票-房地產 | 0.89% | -0.14% | +1.41% | |
| 39 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.85% | +0.06% | +0.79% | |
| 40 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.85% | -0.21% | -1.97% | |
| 41 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.84% | -0.06% | +2.70% | |
| 42 | COP | Conocophillips | 股票-能源 | 0.83% | -0.28% | -0.58% | |
| 43 | SYK | Stryker CORP | 股票-醫療保健 | 0.83% | -0.12% | +2.04% | |
| 44 | MTD | Mettler-toledo International | 股票-醫療保健 | 0.83% | -0.10% | -0.93% | |
| 45 | AWK | American Water Works Co Inc | 股票-公用事業 | 0.73% | -0.10% | -0.12% | |
| 46 | AON | Aon plc | 股票-金融 | 0.73% | -0.06% | +1.06% | |
| 47 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.72% | +0.05% | -2.54% | |
| 48 | NOC | Northrop Grumman CORP | 股票-工業 | 0.72% | -0.25% | +0.59% | |
| 49 | BAC | Bank Of America CORP | 股票-金融 | 0.72% | +0.03% | +4.84% | |
| 50 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.71% | -0.01% | +2.55% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +0.4% | +0.08% | 加碼 |
| 2 | COST | Costco Wholesale CORP | +0.3% | +1.39% | 加碼 |
| 3 | IJH | Ishares Core S&p Midcap ETF | +0.3% | +2.54% | 加碼 |
| 4 | PSX | Phillips 66 | +0.3% | -1.62% | 減碼 |
| 5 | VEA | Vanguard Ftse Developed ETF | +0.3% | +4.38% | 加碼 |
| 6 | ASML | ASML Holding N.V. | +0.3% | +1.33% | 加碼 |
| 7 | COP | Conocophillips | +0.3% | -0.58% | 減碼 |
| 8 | LIN | Linde plc | +0.2% | +1.81% | 加碼 |
| 9 | VB | Vanguard Small-cap ETF | +0.2% | +3.14% | 加碼 |
| 10 | NEE | Nextera Energy Inc | +0.2% | +0.56% | 加碼 |
| 11 | JNJ | Johnson & Johnson | +0.2% | -0.31% | 減碼 |
| 12 | ETN | Eaton Corporation plc | +0.2% | -0.20% | 減碼 |
| 13 | AVGO | Broadcom Inc | +0.2% | +27.76% | 加碼 |
| 14 | NOC | Northrop Grumman CORP | +0.1% | +0.59% | 加碼 |
| 15 | EQIX | Equinix Inc | +0.1% | -2.26% | 減碼 |
| 16 | CB | Chubb Limited | +0.1% | -0.52% | 減碼 |
| 17 | TJX | Tjx Companies Inc | +0.1% | -1.60% | 減碼 |
| 18 | BSCT | Invesco Bulletshares 2029 Cb | +0.1% | +32.71% | 加碼 |
| 19 | DE | Deere & Co | +0.1% | -5.22% | 減碼 |
| 20 | BSCV | Invesco Bulletshares 2031 Cb | +0.1% | +122.72% | 加碼 |
| 21 | CAT | Caterpillar Inc | +0.1% | +11.94% | 加碼 |
| 22 | UNP | Union Pacific CORP | +0.1% | +3.53% | 加碼 |
| 23 | PEP | Pepsico Inc | +0.1% | -1.97% | 減碼 |
| 24 | RTX | Rtx CORP | +0.1% | -1.53% | 減碼 |
| 25 | AME | Ametek Inc | +0.1% | -1.35% | 減碼 |
| 26 | RBC | RBC Bearings Inc | +0.1% | -5.17% | 減碼 |
| 27 | NFLX | Netflix Inc | +0.1% | +6.88% | 加碼 |
| 28 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +2.55% | 加碼 |
| 29 | AWK | American Water Works Co Inc | +0.1% | -0.12% | 減碼 |
| 30 | PG | Procter & Gamble Co/the | +0.1% | +2.70% | 加碼 |
| 31 | BSCS | Invesco Bulletshares 2028 Cb | 0% | +7.56% | 加碼 |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +1.95% | 加碼 |
| 33 | CVX | Chevron CORP | 0% | -0.41% | 減碼 |
| 34 | BSCU | Invesco Bulletshares 2030 Cb | 0% | +10.74% | 加碼 |
| 35 | BSCR | Invesco Bulletshares 2027 Cb | 0% | +3.59% | 加碼 |
| 36 | AMT | American Tower CORP | 0% | +1.41% | 加碼 |
| 37 | IVV | Ishares Core S&p 500 ETF | 0% | +33.55% | 加碼 |
| 38 | WMT | Walmart Inc | 0% | +31.49% | 加碼 |
| 39 | HD | Home Depot Inc | 0% | +3.76% | 加碼 |
| 40 | SHW | Sherwin-williams Co/the | 0% | +1.72% | 加碼 |
| 41 | GLW | Corning Inc | 0% | -4.69% | 減碼 |
| 42 | MRK | Merck & Co. Inc. | 0% | +1.25% | 加碼 |
| 43 | BSCW | Invesco Bulletshares 2032 Cb | 0% | +22.87% | 加碼 |
| 44 | BSCX | Invesco Bulletshares 2033 Cb | 0% | +44.33% | 加碼 |
| 45 | VLO | Valero Energy CORP | 0% | +40.94% | 加碼 |
| 46 | SBUX | Starbucks CORP | 0% | +6.66% | 加碼 |
| 47 | GLD | Spdr Gold Shares | 0% | +19.96% | 加碼 |
| 48 | INTC | Intel CORP | 0% | +63.11% | 加碼 |
| 49 | WM | Waste Management Inc | 0% | +13.66% | 加碼 |
| 50 | MO | Altria Group Inc | 0% | +1.54% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Davis R M Inc 在 Q1 2026 季度的美股持倉總市值約為 US$63.4億，共申報了 273 個公開持股部位。
在 Q1 2026 季度，Davis R M Inc 按市值排列的前三大核心持股分別為：SPY (5.7%)、AAPL (5.2%)、GOOGL (4.6%)。其中最大持股部位 SPY 佔據整體投資組合約 5.7% 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
AZN
市值: US$33.9萬
本季最大獲利了結 / 清倉標的
AZNN
前期市值: US$36.0萬
在 Q1 2026 季度中，Davis R M Inc 共進行了 193 項持倉異動，包含新建倉 10 個部位、加碼 79 個部位、減碼 92 個部位以及清倉 12 個部位。 其中最大新建倉標的為 AZN。 本季清倉部位包含 AZNN。
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。