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: 0001287618
申報總市值
US$4.5億
US$4.5億
269 檔
23.3%
在 Q1 2026 申報期間，Dumont & Blake Investment Advisors LLC（CIK: 0001287618）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$4.5億，共持有 269 個公開申報部位。
數據顯示 Dumont & Blake Investment Advisors LLC 於 Q1 2026 季度持續回收資金，對 146 個既有部位進行裁減並清倉 15 個標的，組合整體流動性比重有所上升。
從部位權重觀察，前 5 大標的（包含 SPY, QQQ, AAPL）累計市值佔比達 23.3%，是驅動 Dumont & Blake Investment Advisors 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 269 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 8.85% | +0.21% | -3.53% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 4.93% | +0.63% | -3.80% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.46% | -0.11% | -1.89% | |
| 4 | ✓ | 股票-其他 | 3.86% | — | -3.39% | ||
| 5 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 3.86% | -0.06% | — | |
| 6 | ✓ | 股票-其他 | 2.71% | — | -3.41% | ||
| 7 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 2.71% | +0.04% | — | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.68% | -0.38% | -1.40% | |
| 9 | SWPPX | Schwab S&p 500 Index-sel | 股票-其他 | 2.35% | +0.05% | +0.11% | |
| 10 | DVY | Ishares Select Dividend ETF | ETF-其他 | 2.34% | -0.27% | -1.24% | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.80% | +0.13% | -5.68% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.64% | +0.10% | -1.27% | |
| 13 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.55% | -0.15% | -1.96% | |
| 14 | IWC | Ishares Micro-cap ETF | ETF-其他 | 1.55% | +0.19% | -4.33% | |
| 15 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 1.44% | +0.11% | -3.62% | |
| 16 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.34% | +0.06% | -1.44% | |
| 17 | WMT | Walmart Inc | 股票-非循環性消費 | 1.33% | -0.30% | -1.52% | |
| 18 | ✓ | 股票-其他 | 1.31% | — | -0.86% | ||
| 19 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.31% | +0.42% | — | |
| 20 | ✓ | 股票-其他 | 1.26% | — | -2.17% | ||
| 21 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 1.26% | -0.14% | — | |
| 22 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 1.22% | +0.13% | -3.10% | |
| 23 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.19% | +0.14% | -3.58% | |
| 24 | ✓ | 股票-其他 | 1.16% | — | -0.04% | ||
| 25 | XLE | Ss Energy Select Sector | ETF-其他 | 1.16% | -0.28% | — | |
| 26 | ✓ | 股票-其他 | 1.09% | — | -1.97% | ||
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.09% | -0.06% | — | |
| 28 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.04% | -0.03% | -5.24% | |
| 29 | ✓ | 股票-其他 | 0.87% | — | -2.51% | ||
| 30 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.87% | -0.10% | — | |
| 31 | BLK | Blackrock Inc | 股票-金融 | 0.84% | -0.14% | -2.13% | |
| 32 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.82% | -0.09% | -3.87% | |
| 33 | TPR | Tapestry Inc | 股票-循環性消費 | 0.82% | -0.11% | -1.74% | |
| 34 | ✓ | 股票-其他 | 0.78% | — | -0.32% | ||
| 35 | PESPX | Bnym Midcap Index-inv | 股票-其他 | 0.78% | -0.01% | — | |
| 36 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 0.77% | +0.05% | -3.58% | |
| 37 | AMGN | Amgen Inc | 股票-醫療保健 | 0.76% | -0.11% | -2.31% | |
| 38 | ✓ | 股票-其他 | 0.75% | — | -2.45% | ||
| 39 | XLB | Ss Materials Select Sector | ETF-其他 | 0.75% | -0.08% | — | |
| 40 | SWSSX | Schwab Small-cap Index | 股票-其他 | 0.75% | +0.06% | +0.44% | |
| 41 | ✓ | 股票-其他 | 0.72% | — | -1.37% | ||
| 42 | IRM | Iron Mountain Inc | 股票-房地產 | 0.72% | +0.06% | — | |
| 43 | GLW | Corning Inc | 股票-科技 | 0.72% | +0.42% | -2.10% | |
| 44 | CAT | Caterpillar Inc | 股票-工業 | 0.72% | +0.20% | -16.37% | |
| 45 | ✓ | 股票-其他 | 0.71% | — | -1.57% | ||
| 46 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.71% | -0.02% | — | |
| 47 | ✓ | 股票-其他 | 0.65% | — | -2.32% | ||
| 48 | STX | Seagate Technology Holdings plc | 股票-科技 | 0.65% | +0.69% | — | |
| 49 | ✓ | 股票-其他 | 0.64% | — | -1.52% | ||
| 50 | VOX | Vanguard Communication Servi | ETF-其他 | 0.64% | -0.09% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ✓ | +0.4% | -0.04% | 減碼 | |
| 2 | GLW | Corning Inc | +0.3% | -2.10% | 減碼 |
| 3 | ✓ | +0.3% | +406.50% | 加碼 | |
| 4 | DVY | Ishares Select Dividend ETF | +0.2% | -1.24% | 減碼 |
| 5 | ✓ | +0.2% | -2.32% | 減碼 | |
| 6 | LMT | Lockheed Martin CORP | +0.2% | +208.45% | 加碼 |
| 7 | ✓ | +0.2% | -2.17% | 減碼 | |
| 8 | OC | Owens Corning | +0.2% | +221.24% | 加碼 |
| 9 | WMT | Walmart Inc | +0.2% | -1.52% | 減碼 |
| 10 | CVS | Cvs Health CORP | +0.2% | +148.96% | 加碼 |
| 11 | ✓ | +0.2% | -1.37% | 減碼 | |
| 12 | ITW | Illinois Tool Works | +0.1% | +43.24% | 加碼 |
| 13 | JNJ | Johnson & Johnson | +0.1% | -3.87% | 減碼 |
| 14 | HACK | Amplify Cybersecurity ETF | +0.1% | +60.04% | 加碼 |
| 15 | TPR | Tapestry Inc | +0.1% | -1.74% | 減碼 |
| 16 | ✓ | +0.1% | -0.97% | 減碼 | |
| 17 | AMAT | Applied Materials Inc | +0.1% | -0.86% | 減碼 |
| 18 | ✓ | +0.1% | -2.08% | 減碼 | |
| 19 | ✓ | +0.1% | -1.92% | 減碼 | |
| 20 | ✓ | +0.1% | +4.21% | 加碼 | |
| 21 | ✓ | +0.1% | -2.45% | 減碼 | |
| 22 | ✓ | +0.1% | -2.94% | 減碼 | |
| 23 | SLB | Slb LTD | +0.1% | -1.85% | 減碼 |
| 24 | OSK | Oshkosh CORP | +0.1% | -2.80% | 減碼 |
| 25 | ✓ | +0.1% | -3.41% | 減碼 | |
| 26 | VYM | Vanguard High Dvd Yield ETF | +0.1% | -1.96% | 減碼 |
| 27 | AMGN | Amgen Inc | +0.1% | -2.31% | 減碼 |
| 28 | ✓ | +0.1% | -2.51% | 減碼 | |
| 29 | ✓ | +0.1% | -1.99% | 減碼 | |
| 30 | CAT | Caterpillar Inc | +0.1% | -16.37% | 減碼 |
| 31 | OXY | Occidental Petroleum CORP | 0% | -3.28% | 減碼 |
| 32 | VECO | Veeco Instruments Inc | 0% | -2.52% | 減碼 |
| 33 | TXN | Texas Instruments Inc | 0% | -1.63% | 減碼 |
| 34 | ✓ | 0% | -2.69% | 減碼 | |
| 35 | ✓ | 0% | -0.32% | 減碼 | |
| 36 | ✓ | 0% | -2.11% | 減碼 | |
| 37 | SWSSX | Schwab Small-cap Index | 0% | +0.44% | 加碼 |
| 38 | IJT | Ishares S&p Small-cap 600 Gr | 0% | -3.10% | 減碼 |
| 39 | ✓ | 0% | -3.39% | 減碼 | |
| 40 | ✓ | 0% | +65.76% | 加碼 | |
| 41 | PEP | Pepsico Inc | 0% | -1.70% | 減碼 |
| 42 | ✓ | 0% | -1.68% | 減碼 | |
| 43 | SBUX | Starbucks CORP | 0% | -0.93% | 減碼 |
| 44 | IBKR | Interactive Brokers Gro-cl A | 0% | -2.37% | 減碼 |
| 45 | ADM | Archer-daniels-midland Co | 0% | -1.21% | 減碼 |
| 46 | ETN | Eaton Corporation plc | 0% | — | 不變 |
| 47 | VZ | Verizon Communications Inc | 0% | -6.78% | 減碼 |
| 48 | CHD | Church & Dwight Co Inc | 0% | -2.03% | 減碼 |
| 49 | ✓ | 0% | -1.61% | 減碼 | |
| 50 | SWMCX | Schwab US Mid-cap Index | 0% | +4.48% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Dumont & Blake Investment Advisors LLC 在 Q1 2026 季度的美股持倉總市值約為 US$4.5億，共申報了 269 個公開持股部位。
在 Q1 2026 季度，Dumont & Blake Investment Advisors LLC 按市值排列的前三大核心持股分別為：SPY (8.8%)、QQQ (4.9%)、AAPL (4.5%)。其中最大持股部位 SPY 佔據整體投資組合約 8.8% 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
市值: US$117.5萬
本季最大獲利了結 / 清倉標的
CI
前期市值: US$167.7萬
在 Q1 2026 季度中，Dumont & Blake Investment Advisors LLC 共進行了 193 項持倉異動，包含新建倉 14 個部位、加碼 18 個部位、減碼 146 個部位以及清倉 15 個部位。 其中最大新建倉標的為 。 本季清倉部位包含 CI。
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。