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: 0001789351
申報總市值
US$3.1億
US$3.1億
508 檔
26.0%
Q1 2026 季度申報顯示，Deseret Mutual Benefit Administrators 揭露的美股組合總市值為 US$3.1億，涵蓋 508 個不同之權益投資部位。
觀察 Q1 2026 的申報異動，Deseret Mutual Benefit Administrators 採取了強勁的買進策略，建倉與加碼動作（合計 186 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
整體而言，Deseret Mutual Benefit Administrators 的前 5 大持股（包含 HYG, CLOI, FLTR）貢獻了組合市值的 26.0%，形成該機構在 Q1 2026 季度的基本面基石。
僅顯示前 200 大持股（共 508 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 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 10.72% | -0.23% | -0.59% | |
| 2 | CLOI | Vaneck Clo ETF | ETF-其他 | 6.05% | +0.84% | +21.37% | |
| 3 | FLTR | Vaneck Ig Floating Rate ETF | ETF-其他 | 3.98% | +0.89% | +35.60% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 3.88% | -0.26% | +107.11% | |
| 5 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.45% | -0.47% | +42.00% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 2.04% | -0.22% | +125.08% | |
| 7 | CSCO | Cisco Systems Inc | 股票-科技 | 1.86% | +0.40% | +72.94% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.60% | -0.14% | +70.56% | |
| 9 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 1.56% | -0.47% | +70.12% | |
| 10 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.34% | -0.01% | +55.11% | |
| 11 | LRCX | Lam Research CORP | 股票-科技 | 1.26% | +0.91% | +123.10% | |
| 12 | AMAT | Applied Materials Inc | 股票-科技 | 1.24% | +1.01% | +122.41% | |
| 13 | HD | Home Depot Inc | 股票-循環性消費 | 1.14% | -0.05% | +110.61% | |
| 14 | CAT | Caterpillar Inc | 股票-工業 | 1.10% | +0.33% | +148.59% | |
| 15 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.07% | -0.10% | +44.61% | |
| 16 | XOM | Exxon Mobil CORP | 股票-能源 | 1.00% | -0.31% | +75.91% | |
| 17 | LMT | Lockheed Martin CORP | 股票-工業 | 0.99% | -0.28% | +69.48% | |
| 18 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.96% | -0.10% | +112.39% | |
| 19 | ORCL | Oracle CORP | 股票-科技 | 0.95% | -0.36% | +47.14% | |
| 20 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.95% | +0.08% | +84.96% | |
| 21 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.92% | -0.24% | +63.80% | |
| 22 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.88% | -0.03% | +168.64% | |
| 23 | MSFT | Microsoft CORP | 股票-科技 | 0.88% | -0.04% | +93.52% | |
| 24 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.82% | -0.16% | +102.06% | |
| 25 | V | Visa Inc-class A Shares | 股票-金融 | 0.82% | +0.01% | +128.90% | |
| 26 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.82% | — | +107.70% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.78% | -0.05% | +3.46% | |
| 28 | AMGN | Amgen Inc | 股票-醫療保健 | 0.76% | +0.07% | +76.68% | |
| 29 | UNP | Union Pacific CORP | 股票-工業 | 0.76% | -0.05% | +111.73% | |
| 30 | TXN | Texas Instruments Inc | 股票-科技 | 0.75% | +0.25% | +101.40% | |
| 31 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.75% | -0.07% | +58.75% | |
| 32 | TGT | Target CORP | 股票-循環性消費 | 0.73% | -0.05% | +112.04% | |
| 33 | QCOM | Qualcomm Inc | 股票-科技 | 0.71% | +0.09% | +131.28% | |
| 34 | CVX | Chevron CORP | 股票-能源 | 0.66% | -0.21% | +79.78% | |
| 35 | GLW | Corning Inc | 股票-科技 | 0.65% | +0.35% | +111.02% | |
| 36 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.65% | -0.02% | +83.32% | |
| 37 | MMM | 3m Co | 股票-工業 | 0.63% | -0.13% | +60.68% | |
| 38 | HWM | Howmet Aerospace Inc | 股票-工業 | 0.63% | +0.01% | +139.00% | |
| 39 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.61% | -0.02% | +18.76% | |
| 40 | KLAC | Kla CORP | 股票-科技 | 0.58% | +0.44% | +122.80% | |
| 41 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.58% | -0.13% | +57.38% | |
| 42 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.55% | -0.16% | +79.91% | |
| 43 | MA | Mastercard Inc - A | 股票-金融 | 0.55% | -0.04% | +130.74% | |
| 44 | INTC | Intel CORP | 股票-科技 | 0.55% | +0.54% | +55.48% | |
| 45 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.54% | -0.15% | +126.26% | |
| 46 | IBM | Intl Business Machines CORP | 股票-科技 | 0.54% | — | -5.69% | |
| 47 | NFLX | Netflix Inc | 股票-通訊服務 | 0.53% | -0.17% | +136.93% | |
| 48 | STX | Seagate Technology Holdings plc | 股票-科技 | 0.53% | +0.50% | +108.90% | |
| 49 | ACN | Accenture plc | 股票-科技 | 0.50% | -0.21% | +130.86% | |
| 50 | HCA | Hca Healthcare Inc | 股票-醫療保健 | 0.46% | -0.14% | +122.39% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +1.4% | +107.11% | 加碼 |
| 2 | AVGO | Broadcom Inc | +0.8% | +125.08% | 加碼 |
| 3 | AMAT | Applied Materials Inc | +0.7% | +122.41% | 加碼 |
| 4 | LRCX | Lam Research CORP | +0.7% | +123.10% | 加碼 |
| 5 | CAT | Caterpillar Inc | +0.7% | +148.59% | 加碼 |
| 6 | JNJ | Johnson & Johnson | +0.6% | +42.00% | 加碼 |
| 7 | MPC | Marathon Petroleum CORP | +0.6% | +168.64% | 加碼 |
| 8 | GILD | Gilead Sciences Inc | +0.6% | +70.12% | 加碼 |
| 9 | CSCO | Cisco Systems Inc | +0.5% | +72.94% | 加碼 |
| 10 | XOM | Exxon Mobil CORP | +0.5% | +75.91% | 加碼 |
| 11 | HD | Home Depot Inc | +0.4% | +110.61% | 加碼 |
| 12 | LMT | Lockheed Martin CORP | +0.4% | +69.48% | 加碼 |
| 13 | GLW | Corning Inc | +0.4% | +111.02% | 加碼 |
| 14 | TGT | Target CORP | +0.4% | +112.04% | 加碼 |
| 15 | HWM | Howmet Aerospace Inc | +0.3% | +139.00% | 加碼 |
| 16 | TXN | Texas Instruments Inc | +0.3% | +101.40% | 加碼 |
| 17 | UNP | Union Pacific CORP | +0.3% | +111.73% | 加碼 |
| 18 | GOOGL | Alphabet Inc-cl A | +0.3% | +70.56% | 加碼 |
| 19 | CVX | Chevron CORP | +0.3% | +79.78% | 加碼 |
| 20 | FLTR | Vaneck Ig Floating Rate ETF | +0.3% | +35.60% | 加碼 |
| 21 | META | Meta Platforms Inc-class A | +0.3% | +112.39% | 加碼 |
| 22 | KLAC | Kla CORP | +0.3% | +122.80% | 加碼 |
| 23 | STX | Seagate Technology Holdings plc | +0.3% | +108.90% | 加碼 |
| 24 | LOW | Lowe's Cos Inc | +0.3% | +102.06% | 加碼 |
| 25 | V | Visa Inc-class A Shares | +0.3% | +128.90% | 加碼 |
| 26 | AMZN | Amazon.com Inc | +0.3% | +107.70% | 加碼 |
| 27 | PEP | Pepsico Inc | +0.3% | +63.80% | 加碼 |
| 28 | MRK | Merck & Co. Inc. | +0.3% | +44.61% | 加碼 |
| 29 | AMGN | Amgen Inc | +0.3% | +76.68% | 加碼 |
| 30 | NFLX | Netflix Inc | +0.3% | +136.93% | 加碼 |
| 31 | TJX | Tjx Companies Inc | +0.3% | +126.26% | 加碼 |
| 32 | LYB | LyondellBasell Industries N.V. | +0.3% | +124.16% | 加碼 |
| 33 | CSX | Csx CORP | +0.2% | +123.93% | 加碼 |
| 34 | ABBV | Abbvie Inc | +0.2% | +55.11% | 加碼 |
| 35 | KO | Coca-cola Co/the | +0.2% | +58.75% | 加碼 |
| 36 | MA | Mastercard Inc - A | +0.2% | +130.74% | 加碼 |
| 37 | LLY | Eli Lilly & Co | +0.2% | +84.96% | 加碼 |
| 38 | QCOM | Qualcomm Inc | +0.2% | +131.28% | 加碼 |
| 39 | HCA | Hca Healthcare Inc | +0.2% | +122.39% | 加碼 |
| 40 | INTC | Intel CORP | +0.2% | +55.48% | 加碼 |
| 41 | TER | Teradyne Inc | +0.2% | +118.38% | 加碼 |
| 42 | NUE | Nucor CORP | +0.2% | +134.60% | 加碼 |
| 43 | JPM | Jpmorgan Chase & Co | +0.2% | +83.32% | 加碼 |
| 44 | COP | Conocophillips | +0.2% | +81.22% | 加碼 |
| 45 | UPS | United Parcel Service-cl B | +0.2% | +105.91% | 加碼 |
| 46 | MSFT | Microsoft CORP | +0.1% | +93.52% | 加碼 |
| 47 | ACN | Accenture plc | +0.1% | +130.86% | 加碼 |
| 48 | LNG | Cheniere Energy Inc | +0.1% | +129.79% | 加碼 |
| 49 | MCD | Mcdonald's CORP | +0.1% | +57.38% | 加碼 |
| 50 | ITW | Illinois Tool Works | +0.1% | +114.62% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Deseret Mutual Benefit Administrators 在 Q1 2026 季度的美股持倉總市值約為 US$3.1億，共申報了 508 個公開持股部位。
在 Q1 2026 季度，Deseret Mutual Benefit Administrators 按市值排列的前三大核心持股分別為：HYG (10.7%)、CLOI (6.0%)、FLTR (4.0%)。其中最大持股部位 HYG 佔據整體投資組合約 10.7% 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
AMCR
市值: US$25.2萬
本季最大獲利了結 / 清倉標的
OMFL
前期市值: US$4582.4萬
在 Q1 2026 季度中，Deseret Mutual Benefit Administrators 共進行了 200 項持倉異動，包含新建倉 3 個部位、加碼 183 個部位、減碼 12 個部位以及清倉 2 個部位。 其中最大新建倉標的為 AMCR。 本季清倉部位包含 OMFL。
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。