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: 0001278678
申報總市值
US$239.6萬
US$239.6萬
189 檔
9878.1%
根據最新整理的 13F 季度數據集，Deroy & Devereaux Private Investment Counsel Inc 於 Q1 2026 結束時的管理資產規模為 US$239.6萬。該機構在本季度申報了 189 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q1 2026，Deroy & Devereaux Private Investment Counsel Inc 展現出較為審慎的避險與獲利了結姿態。本季共減碼 74 個部位並完全清倉 14 檔持股，調降曝險的部位數量高於加碼動作。
整體而言，Deroy & Devereaux Private Investment Counsel Inc 的前 5 大持股（包含 JBTM, TER, JPM）貢獻了組合市值的 9878.1%，形成該機構在 Q1 2026 季度的基本面基石。
本季最大新建倉標的
LH
市值: US$2595.4萬
本季最大獲利了結 / 清倉標的
WBS
前期市值: US$3137.6萬
| # | 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 | JBTM | Jbt Marel CORP | 股票-工業 | 2.36% | -0.08% | +19.69% | |
| 2 | TER | Teradyne Inc | 股票-科技 | 2.35% | -0.05% | -11.64% | |
| 3 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.27% | -0.10% | -0.81% | |
| 4 | ✓ | 股票-其他 | 2.19% | — | -2.27% | ||
| 5 | XOM | Exxon Mobil CORP | 股票-能源 | 2.19% | -0.69% | — | |
| 6 | RS | Reliance Inc | 股票-原物料 | 2.14% | +0.12% | -0.58% | |
| 7 | HCA | Hca Healthcare Inc | 股票-醫療保健 | 2.13% | -0.63% | -15.70% | |
| 8 | DELL | Dell Technologies -c | 股票-科技 | 2.12% | +0.73% | -0.64% | |
| 9 | DTM | Dt Midstream Inc | 股票-能源 | 2.09% | -0.14% | -1.80% | |
| 10 | STX | Seagate Technology Holdings plc | 股票-科技 | 2.00% | -0.44% | -20.94% | |
| 11 | DAL | Delta Air Lines Inc | 股票-工業 | 1.93% | -0.24% | +14.73% | |
| 12 | CACI | Caci International Inc -cl A | 股票-科技 | 1.93% | -0.52% | -1.70% | |
| 13 | CVX | Chevron CORP | 股票-能源 | 1.91% | -0.62% | -1.05% | |
| 14 | CB | Chubb Limited | 股票-金融 | 1.83% | -0.19% | -0.69% | |
| 15 | LRCX | Lam Research CORP | 股票-科技 | 1.82% | +0.52% | -29.62% | |
| 16 | MS | Morgan Stanley | 股票-金融 | 1.82% | +0.13% | -23.85% | |
| 17 | RJF | Raymond James Financial Inc | 股票-金融 | 1.79% | -0.18% | -0.08% | |
| 18 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.69% | +0.03% | -2.97% | |
| 19 | BLBD | Blue Bird CORP | 股票-其他 | 1.69% | +0.30% | -1.02% | |
| 20 | IDA | Idacorp Inc | 股票-公用事業 | 1.66% | -0.16% | +49.76% | |
| 21 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 1.65% | -0.30% | +43.09% | |
| 22 | AZO | Autozone Inc | 股票-循環性消費 | 1.64% | +0.01% | -0.26% | |
| 23 | HON | Honeywell International Inc | 股票-工業 | 1.58% | -1.58% | EXIT | |
| 24 | SOLS | Solstice Adv Materials Inc | 股票-原物料 | 1.57% | -0.03% | -0.42% | |
| 25 | MDU | Mdu Resources Group Inc | 股票-公用事業 | 1.54% | -0.20% | -0.14% | |
| 26 | RTX | Rtx CORP | 股票-工業 | 1.53% | -0.25% | -1.51% | |
| 27 | CSL | Carlisle Cos Inc | 股票-工業 | 1.52% | -0.11% | -0.19% | |
| 28 | TFC | Truist Financial CORP | 股票-金融 | 1.49% | -0.12% | -0.46% | |
| 29 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.48% | +0.65% | +31.03% | |
| 30 | PNR | Pentair plc | 股票-工業 | 1.47% | -0.36% | -0.05% | |
| 31 | ANF | Abercrombie & Fitch Co-cl A | 股票-循環性消費 | 1.40% | -0.22% | -0.15% | |
| 32 | PNW | Pinnacle West Capital | 股票-公用事業 | 1.34% | -0.13% | -0.33% | |
| 33 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.34% | -0.34% | -0.46% | |
| 34 | ✓ | 股票-其他 | 1.33% | — | +0.19% | ||
| 35 | WM | Waste Management Inc | 股票-工業 | 1.33% | -0.22% | — | |
| 36 | PNC | Pnc Financial Services Group | 股票-金融 | 1.33% | +0.01% | -1.00% | |
| 37 | CVS | Cvs Health CORP | 股票-醫療保健 | 1.31% | +0.30% | -0.05% | |
| 38 | TOL | Toll Brothers Inc | 股票-循環性消費 | 1.30% | +0.04% | -0.65% | |
| 39 | SONO | Sonos Inc | 股票-其他 | 1.26% | -0.18% | -1.17% | |
| 40 | HWM | Howmet Aerospace Inc | 股票-工業 | 1.25% | — | -15.41% | |
| 41 | LH | Labcorp Holdings Inc | 股票-醫療保健 | 1.24% | +0.20% | — | |
| 42 | LHX | L3harris Technologies Inc | 股票-工業 | 1.21% | -1.20% | -1.03% | |
| 43 | FHN | First Horizon CORP | 股票-金融 | 1.21% | -0.05% | — | |
| 44 | BC | Brunswick CORP | 股票-循環性消費 | 1.21% | +0.24% | -0.51% | |
| 45 | MAS | Masco CORP | 股票-工業 | 1.18% | +0.23% | -0.07% | |
| 46 | WTW | Willis Towers Watson Public Limited Company | 股票-金融 | 1.17% | -0.27% | -0.35% | |
| 47 | ✓ | 股票-其他 | 1.11% | — | +3.24% | ||
| 48 | T | At&t Inc | 股票-通訊服務 | 1.11% | -0.18% | — | |
| 49 | ✓ | 股票-其他 | 1.08% | — | +47.56% | ||
| 50 | A | Agilent Technologies Inc | 股票-醫療保健 | 1.08% | -0.01% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AUB | Atlantic Union Bankshares Co | +0.9% | +418.88% | 加碼 |
| 2 | IDA | Idacorp Inc | +0.7% | +49.76% | 加碼 |
| 3 | TER | Teradyne Inc | +0.6% | -11.64% | 減碼 |
| 4 | ✓ | +0.6% | -2.27% | 減碼 | |
| 5 | SOLS | Solstice Adv Materials Inc | +0.6% | -0.42% | 減碼 |
| 6 | HON | Honeywell International Inc | +0.5% | +31.88% | 加碼 |
| 7 | CVX | Chevron CORP | +0.5% | -1.05% | 減碼 |
| 8 | DELL | Dell Technologies -c | +0.5% | -0.64% | 減碼 |
| 9 | FISV | Fiserv Inc | +0.4% | +105.10% | 加碼 |
| 10 | BLBD | Blue Bird CORP | +0.3% | -1.02% | 減碼 |
| 11 | AMZN | Amazon.com Inc | +0.2% | +31.03% | 加碼 |
| 12 | BDX | Becton Dickinson And Co | +0.2% | +43.09% | 加碼 |
| 13 | ✓ | +0.2% | +47.56% | 加碼 | |
| 14 | STX | Seagate Technology Holdings plc | +0.2% | -20.94% | 減碼 |
| 15 | DTM | Dt Midstream Inc | +0.2% | -1.80% | 減碼 |
| 16 | ✓ | +0.2% | +3.24% | 加碼 | |
| 17 | LHX | L3harris Technologies Inc | +0.2% | -1.03% | 減碼 |
| 18 | DAL | Delta Air Lines Inc | +0.2% | +14.73% | 加碼 |
| 19 | VSH | Vishay Intertechnology Inc | +0.2% | -0.48% | 減碼 |
| 20 | PNW | Pinnacle West Capital | +0.1% | -0.33% | 減碼 |
| 21 | PEP | Pepsico Inc | +0.1% | -0.46% | 減碼 |
| 22 | EPD | Enterprise Products Partners | +0.1% | — | 不變 |
| 23 | MKSI | Mks Inc | +0.1% | +0.32% | 加碼 |
| 24 | RS | Reliance Inc | +0.1% | -0.58% | 減碼 |
| 25 | MDU | Mdu Resources Group Inc | +0.1% | -0.14% | 減碼 |
| 26 | FIX | Comfort Systems USA Inc | +0.1% | -16.59% | 減碼 |
| 27 | WEX | Wex Inc | +0.1% | +33.78% | 加碼 |
| 28 | ✓ | +0.1% | +35.46% | 加碼 | |
| 29 | ✓ | 0% | +0.19% | 加碼 | |
| 30 | CSL | Carlisle Cos Inc | 0% | -0.19% | 減碼 |
| 31 | RTX | Rtx CORP | 0% | -1.51% | 減碼 |
| 32 | CRC | California Resources CORP | 0% | +0.50% | 加碼 |
| 33 | CCK | Crown Holdings Inc | 0% | +23.58% | 加碼 |
| 34 | ENOV | Enovis CORP | 0% | +46.34% | 加碼 |
| 35 | CB | Chubb Limited | 0% | -0.69% | 減碼 |
| 36 | MPLX | Mplx LP | 0% | — | 不變 |
| 37 | TXO | Txo Partners LP | 0% | +24.40% | 加碼 |
| 38 | PSTL | Postal Realty Trust Inc- A | 0% | +0.40% | 加碼 |
| 39 | CLH | Clean Harbors Inc | 0% | +0.46% | 加碼 |
| 40 | AGCO | Agco CORP | 0% | +0.75% | 加碼 |
| 41 | VNOM | Viper Energy Inc-cl A | 0% | -8.44% | 減碼 |
| 42 | FRPT | Freshpet, Inc. | 0% | +0.35% | 加碼 |
| 43 | RF V6.95 PERP債券 | Regions Financial CORP | 0% | +13.30% | 加碼 |
| 44 | JNJ | Johnson & Johnson | 0% | +27.61% | 加碼 |
| 45 | ✓ | 0% | +69.35% | 加碼 | |
| 46 | PRSU | Pursuit Attractions And Hosp | 0% | +0.46% | 加碼 |
| 47 | OUT | Outfront Media Inc | 0% | -3.05% | 減碼 |
| 48 | CSV | Carriage Services Inc | 0% | +0.52% | 加碼 |
| 49 | VCSH | Vanguard S/t CORP Bond ETF | 0% | +7.43% | 加碼 |
| 50 | PSA 4.625 PERP L債券 | Public Storage | 0% | +16.83% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Deroy & Devereaux Private Investment Counsel Inc 在 Q1 2026 季度的美股持倉總市值約為 US$239.6萬，共申報了 189 個公開持股部位。
在 Q1 2026 季度，Deroy & Devereaux Private Investment Counsel Inc 按市值排列的前三大核心持股分別為：JBTM (2.4%)、TER (2.4%)、JPM (2.3%)。其中最大持股部位 JBTM 佔據整體投資組合約 2.4% 的權重。
在 Q1 2026 季度中，Deroy & Devereaux Private Investment Counsel Inc 共進行了 146 項持倉異動，包含新建倉 11 個部位、加碼 47 個部位、減碼 74 個部位以及清倉 14 個部位。 其中最大新建倉標的為 LH。 本季清倉部位包含 WBS。
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。