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: 0000922372
申報總市值
US$4.7億
US$4.7億
262 檔
30.5%
在 Q1 2026 申報期間，Diversified Management Inc（CIK: 0000922372）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$4.7億，共持有 262 個公開申報部位。
Q1 2026 數據顯示 Diversified Management Inc 積極進場，新開立 88 個部位並同步加碼 98 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 ROK, SPY, VOE）累計市值佔比達 30.5%，是驅動 Diversified Management Inc 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
CARR
市值: US$272.8萬
本季最大獲利了結 / 清倉標的
ARKK
前期市值: US$22.6萬
僅顯示前 200 大持股（共 262 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 | ROK | Rockwell Automation Inc | 股票-工業 | 7.39% | +5.13% | -0.47% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 5.75% | +2.46% | +0.21% | |
| 3 | VOE | Vanguard Mid-cap Value ETF | ETF-其他 | 4.61% | +1.51% | -0.08% | |
| 4 | WSC | Willscot Holdings CORP | 股票-工業 | 3.57% | +2.02% | +28.01% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 3.18% | +1.11% | +0.43% | |
| 6 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 2.70% | +1.19% | +0.79% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.64% | +1.14% | +2.66% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 2.47% | +0.81% | +2.78% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.11% | +1.33% | +1.63% | |
| 10 | INFL | Horizon Kinetics Infl Benef | ETF-其他 | 2.05% | +0.35% | +11.10% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.88% | +0.92% | +10.68% | |
| 12 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 1.40% | +0.54% | +0.25% | |
| 13 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.24% | +0.38% | +13.22% | |
| 14 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.15% | +0.49% | +1.46% | |
| 15 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.10% | +0.36% | +6.92% | |
| 16 | TSI | Tcw Strategic Income Fund | 股票-其他 | 1.04% | +0.21% | +33.05% | |
| 17 | ARMK | Aramark | 股票-工業 | 1.01% | -0.84% | +949.97% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.00% | -0.62% | +4.70% | |
| 19 | XOM | Exxon Mobil CORP | 股票-能源 | 0.97% | -0.75% | +31.60% | |
| 20 | XSORX | Source Capital Inc | 股票-其他 | 0.94% | +0.25% | +1.01% | |
| 21 | MSFT | Microsoft CORP | 股票-科技 | 0.93% | -0.15% | +11.25% | |
| 22 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.92% | -0.73% | +500.06% | |
| 23 | TCAF | T Rowe Prc Cap Appreciation | ETF-其他 | 0.91% | +0.40% | +0.52% | |
| 24 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.83% | -0.41% | +21.35% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.79% | +0.26% | +7.54% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.78% | +0.35% | -5.71% | |
| 27 | INTC | Intel CORP | 股票-科技 | 0.78% | -0.71% | -0.13% | |
| 28 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.77% | +0.32% | +0.25% | |
| 29 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.72% | -0.72% | EXIT | |
| 30 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.71% | -0.55% | +0.93% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.70% | -0.25% | +96.11% | |
| 32 | FERG | Ferguson Enterprises Inc | 股票-工業 | 0.69% | -0.52% | +426.16% | |
| 33 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.68% | +0.29% | +2.78% | |
| 34 | WEC | Wec Energy Group Inc | 股票-公用事業 | 0.66% | -0.01% | +30.93% | |
| 35 | ETN | Eaton Corporation plc | 股票-工業 | 0.66% | -0.61% | +1.14% | |
| 36 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.66% | +0.44% | — | |
| 37 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.65% | -0.27% | +145.16% | |
| 38 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.64% | -0.53% | +3.89% | |
| 39 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.64% | +0.04% | +0.17% | |
| 40 | AVY | Avery Dennison CORP | 股票-循環性消費 | 0.56% | -0.56% | EXIT | |
| 41 | MU | Micron Technology Inc | 股票-科技 | 0.52% | +1.67% | +0.42% | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.49% | +0.28% | +6.11% | |
| 43 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.49% | -0.18% | +2.83% | |
| 44 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 0.49% | -0.49% | EXIT | |
| 45 | MDLV | Morgan Dempsey Lc Value ETF | ETF-其他 | 0.47% | +0.16% | +1.86% | |
| 46 | CARR | Carrier Global CORP | 股票-工業 | 0.47% | -0.47% | EXIT | |
| 47 | ACN | Accenture plc | 股票-科技 | 0.46% | -0.46% | EXIT | |
| 48 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.46% | -0.33% | +26.42% | |
| 49 | WTM | White Mountains Insurance Group, Ltd. | 股票-金融 | 0.44% | -0.44% | EXIT | |
| 50 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.43% | -0.43% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ARMK | Aramark | +0.9% | +949.97% | 加碼 |
| 2 | SCHW | Schwab (charles) CORP | +0.7% | +500.06% | 加碼 |
| 3 | FERG | Ferguson Enterprises Inc | +0.5% | +426.16% | 加碼 |
| 4 | BKNG | Booking Holdings Inc | +0.5% | +494.08% | 加碼 |
| 5 | AVY | Avery Dennison CORP | +0.5% | +732.11% | 加碼 |
| 6 | BDX | Becton Dickinson And Co | +0.4% | +1402.92% | 加碼 |
| 7 | ACN | Accenture plc | +0.4% | +752.50% | 加碼 |
| 8 | ALLE | Allegion plc | +0.3% | +698.56% | 加碼 |
| 9 | FCFS | Firstcash Holdings Inc | +0.3% | +596.07% | 加碼 |
| 10 | DGX | Quest Diagnostics Inc | +0.3% | +385.71% | 加碼 |
| 11 | PHG | Koninklijke Philips Nvr- Ny | +0.3% | +409.25% | 加碼 |
| 12 | ZION | Zions Bancorp NA | +0.3% | +475.48% | 加碼 |
| 13 | SYY | Sysco CORP | +0.3% | +501.13% | 加碼 |
| 14 | GTES | Gates Industrial Corporation plc | +0.3% | +758.72% | 加碼 |
| 15 | UL | Unilever Plc-sponsored Adr | +0.3% | +482.33% | 加碼 |
| 16 | XOM | Exxon Mobil CORP | +0.3% | +31.60% | 加碼 |
| 17 | GOOGL | Alphabet Inc-cl A | +0.3% | +145.16% | 加碼 |
| 18 | OMF | Onemain Holdings Inc | +0.3% | +842.99% | 加碼 |
| 19 | CNM | Core & Main Inc-class A | +0.2% | +734.33% | 加碼 |
| 20 | FMS | Fresenius Medical Care-adr | +0.2% | +479.78% | 加碼 |
| 21 | IEMG | Ishares Core Msci Emerging | +0.2% | +527.84% | 加碼 |
| 22 | DCI | Donaldson Co Inc | +0.2% | +474.61% | 加碼 |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +96.11% | 加碼 |
| 24 | T | At&t Inc | +0.2% | +131.08% | 加碼 |
| 25 | LMT | Lockheed Martin CORP | +0.2% | +270.58% | 加碼 |
| 26 | SSD | Simpson Manufacturing Co Inc | +0.1% | +389.14% | 加碼 |
| 27 | AVGO | Broadcom Inc | +0.1% | +138.20% | 加碼 |
| 28 | AMAT | Applied Materials Inc | +0.1% | +68.28% | 加碼 |
| 29 | UNH | Unitedhealth Group Inc | +0.1% | +119.68% | 加碼 |
| 30 | CSCO | Cisco Systems Inc | +0.1% | +78.05% | 加碼 |
| 31 | KO | Coca-cola Co/the | +0.1% | +114.34% | 加碼 |
| 32 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | +174.16% | 加碼 |
| 33 | PM | Philip Morris International | +0.1% | +173.85% | 加碼 |
| 34 | MDT | Medtronic plc | +0.1% | +257.87% | 加碼 |
| 35 | TSLA | Tesla Inc | +0.1% | +254.56% | 加碼 |
| 36 | MRK | Merck & Co. Inc. | +0.1% | +69.29% | 加碼 |
| 37 | IJT | Ishares S&p Small-cap 600 Gr | +0.1% | +80.18% | 加碼 |
| 38 | UPS | United Parcel Service-cl B | +0.1% | +109.36% | 加碼 |
| 39 | PRU | Prudential Financial Inc | +0.1% | +261.44% | 加碼 |
| 40 | MCD | Mcdonald's CORP | +0.1% | +59.11% | 加碼 |
| 41 | WFC | Wells Fargo & Co | +0.1% | +103.69% | 加碼 |
| 42 | TXN | Texas Instruments Inc | +0.1% | +56.91% | 加碼 |
| 43 | DE | Deere & Co | +0.1% | +81.27% | 加碼 |
| 44 | IWS | Ishares Russell Mid-cap Valu | +0.1% | +94.78% | 加碼 |
| 45 | JNJ | Johnson & Johnson | 0% | +21.35% | 加碼 |
| 46 | IBM | Intl Business Machines CORP | 0% | +96.79% | 加碼 |
| 47 | WEC | Wec Energy Group Inc | 0% | +30.93% | 加碼 |
| 48 | TER | Teradyne Inc | 0% | +0.02% | 加碼 |
| 49 | IWF | Ishares Russell 1000 Growth | 0% | +109.40% | 加碼 |
| 50 | RBA | Rb Global Inc | 0% | +78.45% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Diversified Management Inc 在 Q1 2026 季度的美股持倉總市值約為 US$4.7億，共申報了 262 個公開持股部位。
在 Q1 2026 季度，Diversified Management Inc 按市值排列的前三大核心持股分別為：ROK (7.4%)、SPY (5.8%)、VOE (4.6%)。其中最大持股部位 ROK 佔據整體投資組合約 7.4% 的權重。
在 Q1 2026 季度中，Diversified Management Inc 共進行了 197 項持倉異動，包含新建倉 88 個部位、加碼 98 個部位、減碼 7 個部位以及清倉 4 個部位。 其中最大新建倉標的為 CARR。 本季清倉部位包含 ARKK。
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。