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: 0001376772
申報總市值
US$5.9億
US$5.9億
158 檔
22.2%
Q1 2026 季度申報顯示，Dorsey Wright & Associates 揭露的美股組合總市值為 US$5.9億，涵蓋 158 個不同之權益投資部位。
在 Q1 2026，Dorsey Wright & Associates 操作展現出積極擴展與加碼意向。本季共新建倉 66 個新部位，並對 87 個既有持股進行加碼（合計增持 153 檔），相較減碼與清倉部位顯著佔優。
檢視投資組合結構，前 5 大主力部位（包含 GEV, NEM, NVDA）占據了總市值的 22.2%，展現出該機構在 Q1 2026 的重點資金聚焦與風險分佈特徵。
本季最大新建倉標的
ALB
市值: US$1208.9萬
本季最大獲利了結 / 清倉標的
VST
前期市值: US$757.6萬
| # | 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 | GEV | GE Vernova Inc | 股票-工業 | 3.73% | -0.15% | +106.46% | |
| 2 | NEM | Newmont CORP | 股票-原物料 | 3.24% | -1.96% | +60.71% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 3.16% | +0.27% | +64.72% | |
| 4 | APH | Amphenol Corp-cl A | 股票-科技 | 3.14% | +1.07% | +55.77% | |
| 5 | CAH | Cardinal Health Inc | 股票-醫療保健 | 2.96% | -0.46% | +301.87% | |
| 6 | CRS | Carpenter Technology | 股票-工業 | 2.93% | +1.54% | +53.62% | |
| 7 | FIX | Comfort Systems USA Inc | 股票-工業 | 2.71% | -0.01% | +87.24% | |
| 8 | FTI | TechnipFMC plc | 股票-能源 | 2.39% | -0.19% | +127.48% | |
| 9 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 2.30% | -2.30% | EXIT | |
| 10 | CW | Curtiss-wright CORP | 股票-工業 | 2.18% | +0.08% | +55.24% | |
| 11 | HWM | Howmet Aerospace Inc | 股票-工業 | 2.11% | +0.19% | +283.20% | |
| 12 | AVGO | Broadcom Inc | 股票-科技 | 2.00% | +0.12% | +44.91% | |
| 13 | ROIV | Roivant Sciences Ltd. | 股票-醫療保健 | 1.98% | +0.37% | +53.45% | |
| 14 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 1.94% | +0.24% | +52.94% | |
| 15 | EME | Emcor Group Inc | 股票-工業 | 1.90% | +0.28% | +52.78% | |
| 16 | DTM | Dt Midstream Inc | 股票-能源 | 1.72% | -0.12% | +63.62% | |
| 17 | MEDP | Medpace Holdings Inc | 股票-醫療保健 | 1.67% | -1.67% | EXIT | |
| 18 | TPR | Tapestry Inc | 股票-循環性消費 | 1.67% | -0.30% | +2262.93% | |
| 19 | THC | Tenet Healthcare CORP | 股票-醫療保健 | 1.64% | -1.64% | EXIT | |
| 20 | MTZ | Mastec Inc | 股票-工業 | 1.56% | +0.35% | +219.18% | |
| 21 | ALB | Albemarle CORP | 股票-原物料 | 1.50% | -0.50% | — | |
| 22 | ELAN | Elanco Animal Health Inc | 股票-醫療保健 | 1.40% | -0.28% | — | |
| 23 | ENSG | Ensign Group Inc/the | 股票-醫療保健 | 1.30% | -1.30% | EXIT | |
| 24 | GM | General Motors Co | 股票-循環性消費 | 1.23% | +0.01% | +352.90% | |
| 25 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.22% | -0.66% | +206.93% | |
| 26 | CNX | Cnx Resources CORP | 股票-能源 | 1.18% | -1.18% | EXIT | |
| 27 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.17% | -0.52% | +127.24% | |
| 28 | SGI | Somnigroup International Inc | 股票-循環性消費 | 1.11% | -1.11% | EXIT | |
| 29 | NRG | Nrg Energy Inc | 股票-公用事業 | 1.08% | -1.08% | EXIT | |
| 30 | FN | Fabrinet | 股票-科技 | 1.06% | +0.02% | — | |
| 31 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.05% | -0.03% | +72.79% | |
| 32 | DBP | Invesco Db Precious Metals F | ETF-其他 | 1.04% | -0.39% | +101.36% | |
| 33 | VLUE | Ishares Msci USA Value Facto | ETF-其他 | 1.00% | -0.06% | — | |
| 34 | LITE | Lumentum Holdings Inc | 股票-科技 | 0.94% | +0.96% | -23.22% | |
| 35 | WFC | Wells Fargo & Co | 股票-金融 | 0.92% | -0.92% | EXIT | |
| 36 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.87% | -0.13% | +101.13% | |
| 37 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.87% | -0.08% | — | |
| 38 | MTUM | Ishares Msci USA Momentum Fa | ETF-其他 | 0.87% | -0.87% | EXIT | |
| 39 | EVR | Evercore Inc - A | 股票-金融 | 0.85% | -0.76% | +85.30% | |
| 40 | STX | Seagate Technology Holdings plc | 股票-科技 | 0.84% | +0.05% | +65.09% | |
| 41 | EZU | Ishares Msci Eurozone ETF | ETF-其他 | 0.84% | -0.14% | +113.70% | |
| 42 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.83% | — | +48.42% | |
| 43 | SLV | Ishares Silver Trust | ETF-避險與商品 | 0.82% | -0.33% | +23.55% | |
| 44 | UTHR | United Therapeutics CORP | 股票-醫療保健 | 0.81% | -0.32% | +113.87% | |
| 45 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.80% | -0.80% | EXIT | |
| 46 | IBKR | Interactive Brokers Gro-cl A | 股票-金融 | 0.78% | +0.48% | — | |
| 47 | EBAY | Ebay Inc | 股票-循環性消費 | 0.77% | +0.04% | +89.69% | |
| 48 | UAL | United Airlines Holdings Inc | 股票-工業 | 0.77% | -0.77% | EXIT | |
| 49 | IEV | Ishares Europe ETF | ETF-其他 | 0.76% | -0.16% | +102.32% | |
| 50 | WDC | Western Digital CORP | 股票-科技 | 0.66% | +1.48% | +3.85% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CAH | Cardinal Health Inc | +1.7% | +301.87% | 加碼 |
| 2 | TPR | Tapestry Inc | +1.6% | +2262.93% | 加碼 |
| 3 | GEV | GE Vernova Inc | +1.3% | +106.46% | 加碼 |
| 4 | HWM | Howmet Aerospace Inc | +1.3% | +283.20% | 加碼 |
| 5 | FTI | TechnipFMC plc | +1.2% | +127.48% | 加碼 |
| 6 | FIX | Comfort Systems USA Inc | +1% | +87.24% | 加碼 |
| 7 | MTZ | Mastec Inc | +1% | +219.18% | 加碼 |
| 8 | GM | General Motors Co | +0.7% | +352.90% | 加碼 |
| 9 | IEF | Ishares 7-10 Year Treasury B | +0.5% | +206.93% | 加碼 |
| 10 | GLD | Spdr Gold Shares | +0.4% | +127.24% | 加碼 |
| 11 | TLT | Ishares 20+ Year Treasury Bd | +0.3% | +611.24% | 加碼 |
| 12 | TIP | Ishares Tips Bond ETF | +0.3% | +586.69% | 加碼 |
| 13 | CRS | Carpenter Technology | +0.3% | +53.62% | 加碼 |
| 14 | UTHR | United Therapeutics CORP | +0.3% | +113.87% | 加碼 |
| 15 | CWB | Ss Spdr Bb Conv Sec ETF | +0.3% | +603.94% | 加碼 |
| 16 | MTUM | Ishares Msci USA Momentum Fa | +0.2% | +147.84% | 加碼 |
| 17 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.2% | +605.60% | 加碼 |
| 18 | ROIV | Roivant Sciences Ltd. | +0.2% | +53.45% | 加碼 |
| 19 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.2% | +589.25% | 加碼 |
| 20 | STX | Seagate Technology Holdings plc | +0.2% | +65.09% | 加碼 |
| 21 | DBP | Invesco Db Precious Metals F | +0.2% | +101.36% | 加碼 |
| 22 | COR | Cencora Inc | +0.2% | +745.34% | 加碼 |
| 23 | CW | Curtiss-wright CORP | +0.2% | +55.24% | 加碼 |
| 24 | WELL | Welltower Inc | +0.2% | +131.53% | 加碼 |
| 25 | XLI | Ss Industrial Select Sector | +0.2% | +101.13% | 加碼 |
| 26 | KLAC | Kla CORP | +0.2% | +283.76% | 加碼 |
| 27 | EZU | Ishares Msci Eurozone ETF | +0.1% | +113.70% | 加碼 |
| 28 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +125.67% | 加碼 |
| 29 | ENSG | Ensign Group Inc/the | +0.1% | +66.75% | 加碼 |
| 30 | RTX | Rtx CORP | +0.1% | +279.85% | 加碼 |
| 31 | HAS | Hasbro Inc | +0.1% | +276.30% | 加碼 |
| 32 | AEP | American Electric Power | +0.1% | +278.43% | 加碼 |
| 33 | EME | Emcor Group Inc | +0.1% | +52.78% | 加碼 |
| 34 | DTM | Dt Midstream Inc | +0.1% | +63.62% | 加碼 |
| 35 | IEV | Ishares Europe ETF | +0.1% | +102.32% | 加碼 |
| 36 | RL | Ralph Lauren CORP | +0.1% | +126.15% | 加碼 |
| 37 | TNL | Travel + Leisure Co | +0.1% | +280.33% | 加碼 |
| 38 | R | Ryder System Inc | +0.1% | +283.38% | 加碼 |
| 39 | EBAY | Ebay Inc | +0.1% | +89.69% | 加碼 |
| 40 | VTR | Ventas Inc | +0.1% | +279.16% | 加碼 |
| 41 | SBRA | Sabra Health Care Reit Inc | +0.1% | +280.49% | 加碼 |
| 42 | STLD | Steel Dynamics Inc | +0.1% | +321.78% | 加碼 |
| 43 | BVN | Cia De Minas Buenaventur-adr | 0% | +39.73% | 加碼 |
| 44 | VIV | Telefonica Brasil-adr | 0% | +39.63% | 加碼 |
| 45 | NEM | Newmont CORP | — | +60.71% | 加碼 |
| 46 | JNJ | Johnson & Johnson | — | +48.42% | 加碼 |
| 47 | CNX | Cnx Resources CORP | 0% | +64.91% | 加碼 |
| 48 | XPO | Xpo Inc | 0% | NEW | 新建倉 |
| 49 | EQT | Eqt CORP | 0% | NEW | 新建倉 |
| 50 | TSM | Taiwan Semiconductor-sp Adr | 0% | +46.39% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Dorsey Wright & Associates 在 Q1 2026 季度的美股持倉總市值約為 US$5.9億，共申報了 158 個公開持股部位。
在 Q1 2026 季度，Dorsey Wright & Associates 按市值排列的前三大核心持股分別為：GEV (3.7%)、NEM (3.2%)、NVDA (3.2%)。其中最大持股部位 GEV 佔據整體投資組合約 3.7% 的權重。
在 Q1 2026 季度中，Dorsey Wright & Associates 共進行了 187 項持倉異動，包含新建倉 66 個部位、加碼 87 個部位、減碼 5 個部位以及清倉 29 個部位。 其中最大新建倉標的為 ALB。 本季清倉部位包含 VST。
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。