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: 0001384042
申報總市值
US$20.5億
US$20.5億
710 檔
13.8%
Dorsey & Whitney Trust CO LLC 在 Q1 2026 季度的美股部位總計估值為 US$20.5億，分散於 710 個持倉標的之中，反映其市場參與廣度與投資規模。
觀察 Q1 2026 的資金脈絡，Dorsey & Whitney Trust CO LLC 在獲利結算 17 檔個股的同時，將資本重新部署至 23 檔新選標的，展現主動管理機構的輪動節奏。
從部位權重觀察，前 5 大標的（包含 NVDA, MSFT, AAPL）累計市值佔比達 13.8%，是驅動 Dorsey & Whitney Trust CO LLC 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 710 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 | NVDA | Nvidia CORP | 股票-科技 | 4.35% | +0.03% | -2.08% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.57% | -0.32% | +3.34% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.02% | — | -0.38% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.36% | +0.21% | -3.16% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.33% | +0.08% | +0.53% | |
| 6 | OEF | Ishares S&p 100 ETF | ETF-其他 | 2.18% | +0.04% | -0.14% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.17% | +0.08% | -5.40% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.93% | +0.04% | -0.64% | |
| 9 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.58% | +0.20% | -2.08% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.58% | -0.08% | -1.42% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.45% | +0.13% | +1.21% | |
| 12 | PCAR | Paccar Inc | 股票-工業 | 1.40% | -0.11% | +0.05% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.20% | +0.05% | +3.08% | |
| 14 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.14% | -0.21% | -11.39% | |
| 15 | VOYG | Voyager Technologies Inc-a | 股票-其他 | 1.10% | -0.23% | -18.75% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 1.09% | +0.02% | +0.81% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.06% | -0.01% | -3.01% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.99% | +0.02% | +3.15% | |
| 19 | GGG | Graco Inc | 股票-工業 | 0.98% | -0.22% | -0.58% | |
| 20 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.93% | -0.11% | +10.27% | |
| 21 | HD | Home Depot Inc | 股票-循環性消費 | 0.84% | -0.05% | -0.98% | |
| 22 | VOTE | Tcw Transform 500 ETF | ETF-其他 | 0.78% | +0.02% | -1.28% | |
| 23 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.78% | +0.12% | -2.88% | |
| 24 | FAST | Fastenal Co | 股票-工業 | 0.78% | -0.11% | -3.50% | |
| 25 | ECL | Ecolab Inc | 股票-原物料 | 0.76% | -0.05% | -0.58% | |
| 26 | AVGO | Broadcom Inc | 股票-科技 | 0.67% | +0.05% | +4.77% | |
| 27 | LFUS | Littelfuse Inc | 股票-科技 | 0.67% | +0.09% | -8.34% | |
| 28 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 0.67% | — | -2.08% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.66% | -0.07% | +1.70% | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.65% | -0.02% | +0.50% | |
| 31 | TTC | Toro Co | 股票-工業 | 0.65% | -0.05% | -0.18% | |
| 32 | MSI | Motorola Solutions Inc | 股票-科技 | 0.64% | -0.10% | +13.07% | |
| 33 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.63% | +0.04% | +3.61% | |
| 34 | LNT | Alliant Energy CORP | 股票-公用事業 | 0.61% | -0.05% | -1.00% | |
| 35 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.60% | +0.17% | -2.79% | |
| 36 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.58% | +0.01% | +1.14% | |
| 37 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.55% | +0.01% | -0.31% | |
| 38 | HON | Honeywell International Inc | 股票-工業 | 0.55% | -0.55% | EXIT | |
| 39 | NVT | nVent Electric plc | 股票-工業 | 0.55% | +0.14% | -0.85% | |
| 40 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.55% | -0.12% | -0.53% | |
| 41 | WFC | Wells Fargo & Co | 股票-金融 | 0.54% | -0.10% | -9.70% | |
| 42 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.52% | +0.11% | -1.80% | |
| 43 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.49% | -0.13% | +0.39% | |
| 44 | TSLA | Tesla Inc | 股票-循環性消費 | 0.46% | +0.01% | +0.79% | |
| 45 | WEC | Wec Energy Group Inc | 股票-公用事業 | 0.45% | -0.04% | +8.46% | |
| 46 | QCOM | Qualcomm Inc | 股票-科技 | 0.44% | -0.01% | -10.61% | |
| 47 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.44% | -0.03% | -0.05% | |
| 48 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.41% | +0.03% | -6.18% | |
| 49 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.41% | -0.03% | +3.33% | |
| 50 | CHRW | C.h. Robinson Worldwide Inc | 股票-工業 | 0.41% | — | -2.11% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MSI | Motorola Solutions Inc | +0.2% | +13.07% | 加碼 |
| 2 | BND | Vanguard Total Bond Market | +0.2% | +65.43% | 加碼 |
| 3 | LFUS | Littelfuse Inc | +0.2% | -8.34% | 減碼 |
| 4 | PCAR | Paccar Inc | +0.1% | +0.05% | 加碼 |
| 5 | AMP | Ameriprise Financial Inc | +0.1% | +225.29% | 加碼 |
| 6 | TTC | Toro Co | +0.1% | -0.18% | 減碼 |
| 7 | ENTG | Entegris Inc | +0.1% | +2.40% | 加碼 |
| 8 | VZ | Verizon Communications Inc | +0.1% | +0.39% | 加碼 |
| 9 | FAST | Fastenal Co | +0.1% | -3.50% | 減碼 |
| 10 | JNJ | Johnson & Johnson | +0.1% | -11.39% | 減碼 |
| 11 | XOM | Exxon Mobil CORP | +0.1% | +0.86% | 加碼 |
| 12 | WM | Waste Management Inc | +0.1% | +97.44% | 加碼 |
| 13 | NVT | nVent Electric plc | +0.1% | -0.85% | 減碼 |
| 14 | WEC | Wec Energy Group Inc | +0.1% | +8.46% | 加碼 |
| 15 | CVX | Chevron CORP | +0.1% | -0.90% | 減碼 |
| 16 | HON | Honeywell International Inc | +0.1% | -3.90% | 減碼 |
| 17 | LNT | Alliant Energy CORP | +0.1% | -1.00% | 減碼 |
| 18 | DVY | Ishares Select Dividend ETF | +0.1% | +108.40% | 加碼 |
| 19 | CGNX | Cognex CORP | +0.1% | +64.40% | 加碼 |
| 20 | MU | Micron Technology Inc | +0.1% | +13.01% | 加碼 |
| 21 | COST | Costco Wholesale CORP | +0.1% | +0.84% | 加碼 |
| 22 | IEMG | Ishares Core Msci Emerging | +0.1% | +3.61% | 加碼 |
| 23 | GGG | Graco Inc | +0.1% | -0.58% | 減碼 |
| 24 | MUB | Ishares National Muni Bond E | +0.1% | +32.86% | 加碼 |
| 25 | XLE | Ss Energy Select Sector | +0.1% | +18.25% | 加碼 |
| 26 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -1.80% | 減碼 |
| 27 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +7.41% | 加碼 |
| 28 | AMAT | Applied Materials Inc | +0.1% | +3.14% | 加碼 |
| 29 | CAT | Caterpillar Inc | +0.1% | -4.04% | 減碼 |
| 30 | ASML | ASML Holding N.V. | +0.1% | -0.35% | 減碼 |
| 31 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +8.50% | 加碼 |
| 32 | WMT | Walmart Inc | +0.1% | -1.04% | 減碼 |
| 33 | ZTS | Zoetis Inc | 0% | +62.90% | 加碼 |
| 34 | MEDP | Medpace Holdings Inc | 0% | +133.05% | 加碼 |
| 35 | LIN | Linde plc | 0% | +14.81% | 加碼 |
| 36 | XLI | Ss Industrial Select Sector | 0% | +22.23% | 加碼 |
| 37 | EFV | Ishares Msci Eafe Value ETF | 0% | +3.33% | 加碼 |
| 38 | ISRG | Intuitive Surgical Inc | 0% | +44.06% | 加碼 |
| 39 | VEA | Vanguard Ftse Developed ETF | 0% | +0.50% | 加碼 |
| 40 | COP | Conocophillips | 0% | +0.55% | 加碼 |
| 41 | GLW | Corning Inc | 0% | +5.46% | 加碼 |
| 42 | LRCX | Lam Research CORP | 0% | +0.60% | 加碼 |
| 43 | KLAC | Kla CORP | 0% | +11.16% | 加碼 |
| 44 | GEV | GE Vernova Inc | 0% | -5.61% | 減碼 |
| 45 | MRK | Merck & Co. Inc. | 0% | -1.80% | 減碼 |
| 46 | NEE | Nextera Energy Inc | 0% | +0.81% | 加碼 |
| 47 | GNRC | Generac Holdings Inc | 0% | +2.49% | 加碼 |
| 48 | CME | Cme Group Inc | 0% | +24.12% | 加碼 |
| 49 | ARM | Arm Holdings Plc-adr | 0% | +4.99% | 加碼 |
| 50 | DUHP | Dimensional US High Profi Et | 0% | +29.73% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Dorsey & Whitney Trust CO LLC 在 Q1 2026 季度的美股持倉總市值約為 US$20.5億，共申報了 710 個公開持股部位。
在 Q1 2026 季度，Dorsey & Whitney Trust CO LLC 按市值排列的前三大核心持股分別為：NVDA (4.3%)、MSFT (3.6%)、AAPL (3.0%)。其中最大持股部位 NVDA 佔據整體投資組合約 4.3% 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
IFRA
市值: US$292.6萬
本季最大獲利了結 / 清倉標的
AZNN
前期市值: US$206.2萬
在 Q1 2026 季度中，Dorsey & Whitney Trust CO LLC 共進行了 200 項持倉異動，包含新建倉 23 個部位、加碼 82 個部位、減碼 78 個部位以及清倉 17 個部位。 其中最大新建倉標的為 IFRA。 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。