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: 0000765443
申報總市值
US$106.0億
US$106.0億
148 檔
17.7%
在 Q1 2026 申報期間，Duff & Phelps Investment Management Co（CIK: 0000765443）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$106.0億，共持有 148 個公開申報部位。
在 Q1 2026 期間，Duff & Phelps Investment Management Co 展現了靈活的資產再平衡步調，透過出清 6 檔弱勢或達到目標價部位，將資金轉置於 8 檔新建倉標的之中。
從部位權重觀察，前 5 大標的（包含 WELL, EQIX, PLD）累計市值佔比達 17.7%，是驅動 Duff & Phelps Investment Management Co 該季度整體投資組合績效表現的核心支柱。
| # | 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 | WELL | Welltower Inc | 股票-房地產 | 5.40% | +1.08% | +0.88% | |
| 2 | EQIX | Equinix Inc | 股票-房地產 | 4.81% | -0.61% | -1.20% | |
| 3 | PLD | Prologis Inc | 股票-房地產 | 4.10% | +0.02% | -5.28% | |
| 4 | DLR | Digital Realty Trust Inc | 股票-房地產 | 2.89% | +0.05% | +0.27% | |
| 5 | VTR | Ventas Inc | 股票-房地產 | 2.22% | +0.18% | +1.38% | |
| 6 | SRE | Sempra | 股票-公用事業 | 2.11% | -0.31% | +0.00% | |
| 7 | XEL | Xcel Energy Inc | 股票-公用事業 | 2.00% | -0.17% | +3.08% | |
| 8 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.85% | -0.40% | -7.10% | |
| 9 | ETR | Entergy CORP | 股票-公用事業 | 1.79% | -0.02% | -2.99% | |
| 10 | CNP | Centerpoint Energy Inc | 股票-公用事業 | 1.73% | -0.13% | +1.46% | |
| 11 | SPG | Simon Property Group Inc | 股票-房地產 | 1.68% | +0.38% | -1.18% | |
| 12 | IRM | Iron Mountain Inc | 股票-房地產 | 1.67% | +0.06% | -0.32% | |
| 13 | AMT | American Tower CORP | 股票-房地產 | 1.65% | -0.05% | +0.33% | |
| 14 | PSA | Public Storage | 股票-房地產 | 1.56% | +0.36% | +23.09% | |
| 15 | NI | Nisource Inc | 股票-公用事業 | 1.51% | -0.12% | +0.00% | |
| 16 | WMB | Williams Cos Inc | 股票-能源 | 1.46% | -0.06% | +3.60% | |
| 17 | LNT | Alliant Energy CORP | 股票-公用事業 | 1.41% | — | -0.02% | |
| 18 | EVRG | Evergy Inc | 股票-公用事業 | 1.41% | -0.06% | -3.50% | |
| 19 | AVB | Avalonbay Communities Inc | 股票-房地產 | 1.37% | +0.25% | -14.18% | |
| 20 | BRX | Brixmor Property Group Inc | 股票-房地產 | 1.34% | +0.15% | +1.18% | |
| 21 | AMH | American Homes 4 Rent- A | 股票-房地產 | 1.33% | +0.34% | +0.45% | |
| 22 | TRGP | Targa Resources CORP | 股票-能源 | 1.33% | -0.02% | -2.52% | |
| 23 | AEE | Ameren Corporation | 股票-公用事業 | 1.32% | -0.03% | -3.74% | |
| 24 | FR | First Industrial Realty Tr | 股票-房地產 | 1.32% | +0.11% | +0.51% | |
| 25 | DUK | Duke Energy CORP | 股票-公用事業 | 1.22% | -0.26% | +0.02% | |
| 26 | DTE | Dte Energy Company | 股票-公用事業 | 1.20% | +0.01% | +0.00% | |
| 27 | PPL | Ppl CORP | 股票-公用事業 | 1.20% | -0.07% | -1.32% | |
| 28 | WEC | Wec Energy Group Inc | 股票-公用事業 | 1.18% | -0.10% | +0.02% | |
| 29 | CMS | Cms Energy CORP | 股票-公用事業 | 1.17% | -0.12% | — | |
| 30 | ATO | Atmos Energy CORP | 股票-公用事業 | 1.17% | -0.13% | -6.80% | |
| 31 | LNG | Cheniere Energy Inc | 股票-能源 | 1.09% | -0.06% | -19.78% | |
| 32 | EPRT | Essential Properties Realty | 股票-房地產 | 1.08% | +0.06% | +0.19% | |
| 33 | MAA | Mid-america Apartment Comm | 股票-房地產 | 1.08% | +0.25% | -0.04% | |
| 34 | SO | Southern Co/the | 股票-公用事業 | 1.08% | -0.12% | -13.32% | |
| 35 | TRP | Tc Energy CORP | 股票-能源 | 1.06% | -0.09% | -4.14% | |
| 36 | OGE | Oge Energy CORP | 股票-公用事業 | 1.04% | -0.08% | -0.00% | |
| 37 | CUBE | Cubesmart | 股票-房地產 | 1.04% | +0.18% | +0.66% | |
| 38 | AEP | American Electric Power | 股票-公用事業 | 1.04% | -0.01% | — | |
| 39 | EMA | Emera Inc | 股票-其他 | 1.01% | -0.19% | — | |
| 40 | D | Dominion Energy Inc | 股票-公用事業 | 1.01% | — | +5.34% | |
| 41 | CCI | Crown Castle Inc | 股票-房地產 | 1.01% | -0.09% | +0.03% | |
| 42 | PEG | Public Service Enterprise Gp | 股票-公用事業 | 0.99% | -0.37% | +0.02% | |
| 43 | MPLX | Mplx LP | 股票-能源 | 0.99% | -0.13% | -8.93% | |
| 44 | OKE | Oneok Inc | 股票-能源 | 0.97% | -0.15% | +43.60% | |
| 45 | ELS | Equity Lifestyle Properties | 股票-房地產 | 0.95% | +0.01% | -5.23% | |
| 46 | T | At&t Inc | 股票-通訊服務 | 0.95% | -0.34% | — | |
| 47 | PCG | P G & E CORP | 股票-公用事業 | 0.93% | -0.23% | -2.53% | |
| 48 | WTRG | Essential Utilities Inc | 股票-公用事業 | 0.92% | -0.18% | +0.00% | |
| 49 | SR | Spire Inc | 股票-公用事業 | 0.88% | -0.17% | -5.17% | |
| 50 | ET | Energy Transfer LP | 股票-能源 | 0.87% | -0.08% | +15.43% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | EMA | Emera Inc | +1% | NEW | 新建倉 |
| 2 | EQIX | Equinix Inc | +0.7% | -1.20% | 減碼 |
| 3 | PEB | Pebblebrook Hotel Trust | +0.4% | NEW | 新建倉 |
| 4 | OKE | Oneok Inc | +0.4% | +43.60% | 加碼 |
| 5 | AHR | American Healthcare Reit Inc | +0.4% | +229.96% | 加碼 |
| 6 | PSA | Public Storage | +0.2% | +23.09% | 加碼 |
| 7 | TRGP | Targa Resources CORP | +0.2% | -2.52% | 減碼 |
| 8 | ✓ | Ferrovial Se | +0.2% | NEW | 新建倉 |
| 9 | FTS | Fortis Inc | +0.2% | — | 不變 |
| 10 | WMB | Williams Cos Inc | +0.2% | +3.60% | 加碼 |
| 11 | DLR | Digital Realty Trust Inc | +0.2% | +0.27% | 加碼 |
| 12 | IRM | Iron Mountain Inc | +0.2% | -0.32% | 減碼 |
| 13 | ET | Energy Transfer LP | +0.2% | +15.43% | 加碼 |
| 14 | CP | Canadian Pacific Kansas City | +0.2% | +14.58% | 加碼 |
| 15 | ETR | Entergy CORP | +0.1% | -2.99% | 減碼 |
| 16 | ENB | Enbridge Inc | +0.1% | +12.89% | 加碼 |
| 17 | PBA | Pembina Pipeline CORP | +0.1% | -10.74% | 減碼 |
| 18 | AWK | American Water Works Co Inc | +0.1% | +23.11% | 加碼 |
| 19 | UNP | Union Pacific CORP | +0.1% | +23.71% | 加碼 |
| 20 | TU | Telus CORP | +0.1% | — | 不變 |
| 21 | DTM | Dt Midstream Inc | +0.1% | +13.86% | 加碼 |
| 22 | VZ | Verizon Communications Inc | +0.1% | — | 不變 |
| 23 | SWX | Southwest Gas Holdings Inc | +0.1% | NEW | 新建倉 |
| 24 | CNP | Centerpoint Energy Inc | +0.1% | +1.46% | 加碼 |
| 25 | LNG | Cheniere Energy Inc | +0.1% | -19.78% | 減碼 |
| 26 | T | At&t Inc | +0.1% | — | 不變 |
| 27 | SBS | Cia Saneamento Basico De-adr | +0.1% | +0.18% | 加碼 |
| 28 | HTO | H2o America | +0.1% | NEW | 新建倉 |
| 29 | CSX | Csx CORP | +0.1% | +13.30% | 加碼 |
| 30 | NI | Nisource Inc | 0% | +0.00% | 加碼 |
| 31 | DTE | Dte Energy Company | 0% | +0.00% | 加碼 |
| 32 | AEP | American Electric Power | 0% | — | 不變 |
| 33 | EPD | Enterprise Products Partners | 0% | -0.07% | 減碼 |
| 34 | AWR | American States Water Co | 0% | NEW | 新建倉 |
| 35 | CWT | California Water Service Grp | 0% | NEW | 新建倉 |
| 36 | XEL | Xcel Energy Inc | 0% | +3.08% | 加碼 |
| 37 | DUK | Duke Energy CORP | 0% | +0.02% | 加碼 |
| 38 | OGE | Oge Energy CORP | 0% | -0.00% | 減碼 |
| 39 | FE | Firstenergy CORP | 0% | — | 不變 |
| 40 | SRE | Sempra | 0% | +0.00% | 加碼 |
| 41 | BRX | Brixmor Property Group Inc | 0% | +1.18% | 加碼 |
| 42 | CMS | Cms Energy CORP | 0% | — | 不變 |
| 43 | D | Dominion Energy Inc | 0% | +5.34% | 加碼 |
| 44 | PNW | Pinnacle West Capital | 0% | — | 不變 |
| 45 | OGS | One Gas Inc | 0% | — | 不變 |
| 46 | BKH | Black Hills CORP | 0% | +17.92% | 加碼 |
| 47 | TTEK | Tetra Tech Inc | 0% | +64.04% | 加碼 |
| 48 | NXT | Nextpower Inc-cl A | 0% | +15.56% | 加碼 |
| 49 | LNT | Alliant Energy CORP | 0% | -0.02% | 減碼 |
| 50 | WEC | Wec Energy Group Inc | 0% | +0.02% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Duff & Phelps Investment Management Co 在 Q1 2026 季度的美股持倉總市值約為 US$106.0億，共申報了 148 個公開持股部位。
在 Q1 2026 季度，Duff & Phelps Investment Management Co 按市值排列的前三大核心持股分別為：WELL (5.4%)、EQIX (4.8%)、PLD (4.1%)。其中最大持股部位 WELL 佔據整體投資組合約 5.4% 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
EMA
市值: US$9730.9萬
本季最大獲利了結 / 清倉標的
KEYUF
前期市值: US$3854.0萬
在 Q1 2026 季度中，Duff & Phelps Investment Management Co 共進行了 135 項持倉異動，包含新建倉 8 個部位、加碼 67 個部位、減碼 54 個部位以及清倉 6 個部位。 其中最大新建倉標的為 EMA。 本季清倉部位包含 KEYUF。
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。