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: 0001702435
申報總市值
US$3.9億
US$3.9億
118 檔
29.8%
截至 Q1 2026 季度末，Donoghue Forlines LLC 的美股持倉估值約為 US$3.9億，全數申報部位共有 118 檔。
Donoghue Forlines LLC 在 Q1 2026 進行了結構性的板塊輪動與部位換股。在開立 48 個全新部位及加碼 39 檔持股的同時，亦同步清倉 43 檔並減碼 31 檔標的。
整體而言，Donoghue Forlines LLC 的前 5 大持股（包含 SPTS, BIL, XFIV）貢獻了組合市值的 29.8%，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
SPTS
市值: US$4303.1萬
本季最大獲利了結 / 清倉標的
SPAB
前期市值: US$3277.2萬
| # | 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 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 11.91% | -11.91% | EXIT | |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 8.71% | -8.71% | EXIT | |
| 3 | XFIV | Bondbloxx Bbg 5 Yr US Treas | ETF-其他 | 7.38% | -1.28% | -18.28% | |
| 4 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.93% | -1.93% | EXIT | |
| 5 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.93% | -1.93% | EXIT | |
| 6 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 1.40% | -0.94% | +187.37% | |
| 7 | DFTT | Df Tactical 30 ETF | ETF-其他 | 1.33% | +0.25% | +113.45% | |
| 8 | XTRE | Bondbloxx Bbg 3y US Tsy ETF | ETF-其他 | 1.28% | -1.28% | EXIT | |
| 9 | EIX | Edison International | 股票-公用事業 | 1.19% | -1.19% | EXIT | |
| 10 | PFG | Principal Financial Group | 股票-金融 | 1.19% | -0.75% | +190.45% | |
| 11 | TGT | Target CORP | 股票-循環性消費 | 1.19% | +0.06% | — | |
| 12 | KEY | Keycorp | 股票-金融 | 1.19% | -0.72% | +196.31% | |
| 13 | MTB | M & T Bank CORP | 股票-金融 | 1.19% | -0.71% | +185.82% | |
| 14 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.16% | -0.76% | +123.66% | |
| 15 | XOM | Exxon Mobil CORP | 股票-能源 | 1.14% | -1.14% | EXIT | |
| 16 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 1.10% | -0.64% | +156.20% | |
| 17 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.02% | -1.02% | EXIT | |
| 18 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.99% | -0.99% | EXIT | |
| 19 | LRCX | Lam Research CORP | 股票-科技 | 0.93% | -0.62% | +2.03% | |
| 20 | AMAT | Applied Materials Inc | 股票-科技 | 0.93% | -0.60% | +4.05% | |
| 21 | ADI | Analog Devices Inc | 股票-科技 | 0.93% | -0.74% | — | |
| 22 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.89% | -0.89% | EXIT | |
| 23 | LMT | Lockheed Martin CORP | 股票-工業 | 0.86% | -0.86% | EXIT | |
| 24 | CIEN | Ciena CORP | 股票-科技 | 0.81% | -0.81% | EXIT | |
| 25 | MU | Micron Technology Inc | 股票-科技 | 0.80% | +0.65% | -14.03% | |
| 26 | CVX | Chevron CORP | 股票-能源 | 0.78% | -0.39% | +38.33% | |
| 27 | FTI | TechnipFMC plc | 股票-能源 | 0.76% | -0.76% | EXIT | |
| 28 | ON | On Semiconductor | 股票-科技 | 0.74% | -0.07% | — | |
| 29 | LITE | Lumentum Holdings Inc | 股票-科技 | 0.74% | -0.74% | EXIT | |
| 30 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.74% | +0.86% | -16.75% | |
| 31 | GLW | Corning Inc | 股票-科技 | 0.73% | -0.46% | -20.30% | |
| 32 | ROST | Ross Stores Inc | 股票-循環性消費 | 0.72% | — | -4.80% | |
| 33 | WAB | Wabtec CORP | 股票-工業 | 0.72% | -0.72% | EXIT | |
| 34 | CB | Chubb Limited | 股票-金融 | 0.71% | -0.71% | EXIT | |
| 35 | ENTG | Entegris Inc | 股票-科技 | 0.71% | -0.71% | EXIT | |
| 36 | WDC | Western Digital CORP | 股票-科技 | 0.71% | +0.55% | -24.55% | |
| 37 | KEYS | Keysight Technologies In | 股票-科技 | 0.70% | -0.70% | EXIT | |
| 38 | CBOE | Cboe Global Markets Inc | 股票-金融 | 0.70% | -0.70% | EXIT | |
| 39 | WBD | Warner Bros Discovery Inc | 股票-通訊服務 | 0.70% | -0.70% | EXIT | |
| 40 | FDX | Fedex CORP | 股票-工業 | 0.70% | -0.70% | EXIT | |
| 41 | SPG | Simon Property Group Inc | 股票-房地產 | 0.70% | -0.70% | EXIT | |
| 42 | GRMN | Garmin Ltd. | 股票-科技 | 0.69% | -0.69% | EXIT | |
| 43 | TER | Teradyne Inc | 股票-科技 | 0.69% | -0.69% | EXIT | |
| 44 | CME | Cme Group Inc | 股票-金融 | 0.69% | -0.32% | +50.93% | |
| 45 | TPR | Tapestry Inc | 股票-循環性消費 | 0.69% | -0.69% | EXIT | |
| 46 | RBC | RBC Bearings Inc | 股票-工業 | 0.69% | -0.69% | EXIT | |
| 47 | SNDK | Sandisk CORP | 股票-科技 | 0.68% | +0.40% | -60.45% | |
| 48 | CHTR | Charter Communications Inc-a | 股票-通訊服務 | 0.68% | -0.68% | EXIT | |
| 49 | AME | Ametek Inc | 股票-工業 | 0.68% | -0.68% | EXIT | |
| 50 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.67% | -0.67% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BMY | Bristol-myers Squibb Co | +0.9% | +187.37% | 加碼 |
| 2 | PFG | Principal Financial Group | +0.7% | +190.45% | 加碼 |
| 3 | MTB | M & T Bank CORP | +0.7% | +185.82% | 加碼 |
| 4 | KEY | Keycorp | +0.7% | +196.31% | 加碼 |
| 5 | VZ | Verizon Communications Inc | +0.7% | +123.66% | 加碼 |
| 6 | XOM | Exxon Mobil CORP | +0.7% | +95.24% | 加碼 |
| 7 | DFTT | Df Tactical 30 ETF | +0.6% | +113.45% | 加碼 |
| 8 | CMCSA | Comcast Corp-class A | +0.6% | +156.20% | 加碼 |
| 9 | MRK | Merck & Co. Inc. | +0.5% | +94.65% | 加碼 |
| 10 | LMT | Lockheed Martin CORP | +0.4% | +62.55% | 加碼 |
| 11 | CVX | Chevron CORP | +0.3% | +38.33% | 加碼 |
| 12 | CME | Cme Group Inc | +0.2% | +50.93% | 加碼 |
| 13 | AMAT | Applied Materials Inc | +0.2% | +4.05% | 加碼 |
| 14 | GEV | GE Vernova Inc | +0.2% | +147.42% | 加碼 |
| 15 | AMD | Advanced Micro Devices | +0.2% | +189.52% | 加碼 |
| 16 | INTC | Intel CORP | +0.1% | +150.12% | 加碼 |
| 17 | RTX | Rtx CORP | +0.1% | +144.35% | 加碼 |
| 18 | LRCX | Lam Research CORP | +0.1% | +2.03% | 加碼 |
| 19 | GE | General Electric | +0.1% | +148.74% | 加碼 |
| 20 | PSX | Phillips 66 | +0.1% | -4.91% | 減碼 |
| 21 | HPQ | Hp Inc | +0.1% | +54.73% | 加碼 |
| 22 | GLW | Corning Inc | +0.1% | -20.30% | 減碼 |
| 23 | CIEN | Ciena CORP | +0.1% | -27.25% | 減碼 |
| 24 | WDC | Western Digital CORP | 0% | -24.55% | 減碼 |
| 25 | LITE | Lumentum Holdings Inc | 0% | -39.35% | 減碼 |
| 26 | PFE | Pfizer Inc | 0% | +5.79% | 加碼 |
| 27 | OKE | Oneok Inc | 0% | -3.59% | 減碼 |
| 28 | FITB | Fifth Third Bancorp | 0% | +18.17% | 加碼 |
| 29 | TER | Teradyne Inc | 0% | -24.70% | 減碼 |
| 30 | ROST | Ross Stores Inc | 0% | -4.80% | 減碼 |
| 31 | T | At&t Inc | 0% | +0.62% | 加碼 |
| 32 | MET | Metlife Inc | 0% | +27.86% | 加碼 |
| 33 | WBD | Warner Bros Discovery Inc | 0% | +18.33% | 加碼 |
| 34 | COHR | Coherent CORP | 0% | -12.45% | 減碼 |
| 35 | CFG | Citizens Financial Group | 0% | +11.90% | 加碼 |
| 36 | TROW | T Rowe Price Group Inc | 0% | +29.91% | 加碼 |
| 37 | MDT | Medtronic plc | 0% | +26.80% | 加碼 |
| 38 | FNF | Fidelity National Financial | 0% | +34.25% | 加碼 |
| 39 | HBAN | Huntington Bancshares Inc | 0% | +25.78% | 加碼 |
| 40 | MO | Altria Group Inc | 0% | -0.86% | 減碼 |
| 41 | PNC | Pnc Financial Services Group | 0% | +12.73% | 加碼 |
| 42 | STT | State Street CORP | — | +14.58% | 加碼 |
| 43 | USB | US Bancorp | — | +14.84% | 加碼 |
| 44 | CBOE | Cboe Global Markets Inc | 0% | -2.26% | 減碼 |
| 45 | PAYX | Paychex Inc | 0% | +34.55% | 加碼 |
| 46 | VST | Vistra CORP | 0% | +16.28% | 加碼 |
| 47 | CEG | Constellation Energy | 0% | +34.78% | 加碼 |
| 48 | CVS | Cvs Health CORP | 0% | +16.79% | 加碼 |
| 49 | VICI | Vici Properties Inc | 0% | +9.41% | 加碼 |
| 50 | CB | Chubb Limited | 0% | +2.41% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Donoghue Forlines LLC 在 Q1 2026 季度的美股持倉總市值約為 US$3.9億，共申報了 118 個公開持股部位。
在 Q1 2026 季度，Donoghue Forlines LLC 按市值排列的前三大核心持股分別為：SPTS (11.9%)、BIL (8.7%)、XFIV (7.4%)。其中最大持股部位 SPTS 佔據整體投資組合約 11.9% 的權重。
在 Q1 2026 季度中，Donoghue Forlines LLC 共進行了 161 項持倉異動，包含新建倉 48 個部位、加碼 39 個部位、減碼 31 個部位以及清倉 43 個部位。 其中最大新建倉標的為 SPTS。 本季清倉部位包含 SPAB。
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。