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: 0001661535
申報總市值
US$2.3億
US$2.3億
58 檔
20.5%
在 Q1 2026 的 13F 官方備案中，Elefante Mark B 管理的美股投資組合規模來到 US$2.3億，整體持股檔數為 58 檔。
Elefante Mark B 於 Q1 2026 展現出進攻型調倉步調，本季推動了 4 檔股票的新建倉與 37 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
在資產配置集中度方面，Elefante Mark B 的前 5 大核心持股（包含 GOOGL, AAPL, NVDA 等）合計佔整體申報市值的 20.5%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 6.62% | +0.11% | +10.28% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.46% | -0.06% | +16.15% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 5.36% | +0.51% | +13.98% | |
| 4 | ADI | Analog Devices Inc | 股票-科技 | 4.74% | -0.31% | +9.02% | |
| 5 | TJX | Tjx Companies Inc | 股票-循環性消費 | 4.05% | -0.83% | +15.86% | |
| 6 | MA | Mastercard Inc - A | 股票-金融 | 4.04% | -0.43% | +19.56% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 3.91% | -0.40% | +19.16% | |
| 8 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.84% | -0.15% | +17.65% | |
| 9 | JNJ | Johnson & Johnson | 股票-醫療保健 | 3.51% | -0.37% | +16.32% | |
| 10 | RTX | Rtx CORP | 股票-工業 | 3.26% | -0.45% | +7.52% | |
| 11 | AMD | Advanced Micro Devices | 股票-科技 | 3.07% | +4.36% | +5.96% | |
| 12 | ABT | Abbott Laboratories | 股票-醫療保健 | 3.05% | -0.77% | +18.41% | |
| 13 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.94% | -0.41% | +17.29% | |
| 14 | ROK | Rockwell Automation Inc | 股票-工業 | 2.90% | +0.55% | +15.33% | |
| 15 | DHR | Danaher CORP | 股票-醫療保健 | 2.78% | -0.47% | +18.59% | |
| 16 | SBGSY | Schneider Elect Se-unsp Adr | 股票-其他 | 2.63% | +0.08% | +17.77% | |
| 17 | ADP | Automatic Data Processing | 股票-科技 | 2.62% | -0.12% | +17.66% | |
| 18 | ATR | Aptargroup Inc | 股票-醫療保健 | 2.62% | -0.50% | +17.86% | |
| 19 | HD | Home Depot Inc | 股票-循環性消費 | 2.56% | -0.18% | +18.38% | |
| 20 | XYL | Xylem Inc | 股票-工業 | 2.30% | -0.35% | +20.95% | |
| 21 | CVX | Chevron CORP | 股票-能源 | 2.30% | -0.62% | -5.54% | |
| 22 | AMAT | Applied Materials Inc | 股票-科技 | 2.29% | +1.59% | +28.49% | |
| 23 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.04% | +0.50% | +39.10% | |
| 24 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 2.00% | -0.01% | +16.05% | |
| 25 | AXP | American Express Co | 股票-金融 | 1.79% | +0.15% | +61.55% | |
| 26 | CNI | Canadian Natl Railway Co | 股票-工業 | 1.75% | +0.03% | +14.43% | |
| 27 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.70% | -0.02% | +62.69% | |
| 28 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.58% | -0.07% | +56.86% | |
| 29 | UBER | Uber Technologies Inc | 股票-工業 | 1.53% | -0.13% | +52.96% | |
| 30 | CARR | Carrier Global CORP | 股票-工業 | 1.15% | -1.01% | -8.86% | |
| 31 | XOM | Exxon Mobil CORP | 股票-能源 | 0.70% | -0.26% | -3.82% | |
| 32 | ASML | ASML Holding N.V. | 股票-科技 | 0.66% | +0.26% | +77.00% | |
| 33 | FISV | Fiserv Inc | 股票-其他 | 0.63% | -0.53% | -9.42% | |
| 34 | HON | Honeywell International Inc | 股票-工業 | 0.56% | -0.56% | EXIT | |
| 35 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.55% | -0.05% | +5.76% | |
| 36 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.54% | -0.54% | EXIT | |
| 37 | WCN | Waste Connections Inc | 股票-工業 | 0.53% | +0.36% | — | |
| 38 | AVGO | Broadcom Inc | 股票-科技 | 0.52% | +0.39% | +326.81% | |
| 39 | APH | Amphenol Corp-cl A | 股票-科技 | 0.41% | +0.01% | — | |
| 40 | GQGIX | Gqg Part Emerg Mkts Eq-inst | 股票-其他 | 0.40% | -0.04% | +56.27% | |
| 41 | ARIMX | Amg Rr Smid Val-i | 股票-其他 | 0.37% | -0.01% | +63.83% | |
| 42 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.36% | +0.36% | +86.11% | |
| 43 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.35% | -0.09% | — | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.32% | -0.04% | +14.00% | |
| 45 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.32% | -0.05% | — | |
| 46 | NSRGY | Nestle Sa-spons Adr | 股票-其他 | 0.29% | +0.07% | -17.23% | |
| 47 | CP | Canadian Pacific Kansas City | 股票-工業 | 0.28% | -0.02% | +0.47% | |
| 48 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.25% | -0.12% | — | |
| 49 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非循環性消費 | 0.24% | -0.24% | EXIT | |
| 50 | UNP | Union Pacific CORP | 股票-工業 | 0.20% | -0.02% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AMAT | Applied Materials Inc | +0.8% | +28.49% | 加碼 |
| 2 | JNJ | Johnson & Johnson | +0.7% | +16.32% | 加碼 |
| 3 | ADI | Analog Devices Inc | +0.6% | +9.02% | 加碼 |
| 4 | NEE | Nextera Energy Inc | +0.6% | +56.86% | 加碼 |
| 5 | SCHW | Schwab (charles) CORP | +0.5% | +62.69% | 加碼 |
| 6 | AVGO | Broadcom Inc | +0.4% | +326.81% | 加碼 |
| 7 | ASML | ASML Holding N.V. | +0.3% | +77.00% | 加碼 |
| 8 | CVX | Chevron CORP | +0.3% | -5.54% | 減碼 |
| 9 | TJX | Tjx Companies Inc | +0.3% | +15.86% | 加碼 |
| 10 | AXP | American Express Co | +0.3% | +61.55% | 加碼 |
| 11 | UBER | Uber Technologies Inc | +0.3% | +52.96% | 加碼 |
| 12 | ATR | Aptargroup Inc | +0.2% | +17.86% | 加碼 |
| 13 | PG | Procter & Gamble Co/the | +0.2% | +17.29% | 加碼 |
| 14 | LLY | Eli Lilly & Co | +0.1% | +39.10% | 加碼 |
| 15 | HON | Honeywell International Inc | +0.1% | +27.39% | 加碼 |
| 16 | SBGSY | Schneider Elect Se-unsp Adr | +0.1% | +17.77% | 加碼 |
| 17 | XOM | Exxon Mobil CORP | +0.1% | -3.82% | 減碼 |
| 18 | GQGIX | Gqg Part Emerg Mkts Eq-inst | +0.1% | +56.27% | 加碼 |
| 19 | ARIMX | Amg Rr Smid Val-i | +0.1% | +63.83% | 加碼 |
| 20 | CNI | Canadian Natl Railway Co | +0.1% | +14.43% | 加碼 |
| 21 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +86.11% | 加碼 |
| 22 | RTX | Rtx CORP | +0.1% | +7.52% | 加碼 |
| 23 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | +16.05% | 加碼 |
| 24 | HD | Home Depot Inc | 0% | +18.38% | 加碼 |
| 25 | COST | Costco Wholesale CORP | 0% | — | 不變 |
| 26 | MRK | Merck & Co. Inc. | 0% | — | 不變 |
| 27 | PEP | Pepsico Inc | — | — | 不變 |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +14.00% | 加碼 |
| 29 | CP | Canadian Pacific Kansas City | 0% | +0.47% | 加碼 |
| 30 | UNP | Union Pacific CORP | 0% | — | 不變 |
| 31 | ECL | Ecolab Inc | 0% | — | 不變 |
| 32 | JPM | Jpmorgan Chase & Co | 0% | — | 不變 |
| 33 | SYK | Stryker CORP | 0% | — | 不變 |
| 34 | ABBV | Abbvie Inc | -0.1% | +5.76% | 加碼 |
| 35 | GOOG | Alphabet Inc-cl C | -0.1% | -18.99% | 減碼 |
| 36 | APH | Amphenol Corp-cl A | -0.1% | — | 不變 |
| 37 | NSRGY | Nestle Sa-spons Adr | -0.1% | -17.23% | 減碼 |
| 38 | XYL | Xylem Inc | -0.1% | +20.95% | 加碼 |
| 39 | ROK | Rockwell Automation Inc | -0.1% | +15.33% | 加碼 |
| 40 | AAPL | Apple Inc | -0.2% | +16.15% | 加碼 |
| 41 | CARR | Carrier Global CORP | -0.2% | -8.86% | 減碼 |
| 42 | AMZN | Amazon.com Inc | -0.2% | +17.65% | 加碼 |
| 43 | V | Visa Inc-class A Shares | -0.2% | -43.60% | 減碼 |
| 44 | NVDA | Nvidia CORP | -0.2% | +13.98% | 加碼 |
| 45 | MA | Mastercard Inc - A | -0.3% | +19.56% | 加碼 |
| 46 | FISV | Fiserv Inc | -0.3% | -9.42% | 減碼 |
| 47 | AMD | Advanced Micro Devices | -0.3% | +5.96% | 加碼 |
| 48 | DHR | Danaher CORP | -0.4% | +18.59% | 加碼 |
| 49 | ABT | Abbott Laboratories | -0.5% | +18.41% | 加碼 |
| 50 | ADP | Automatic Data Processing | -0.5% | +17.66% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Elefante Mark B 在 Q1 2026 季度的美股持倉總市值約為 US$2.3億，共申報了 58 個公開持股部位。
在 Q1 2026 季度，Elefante Mark B 按市值排列的前三大核心持股分別為：GOOGL (6.6%)、AAPL (5.5%)、NVDA (5.4%)。其中最大持股部位 GOOGL 佔據整體投資組合約 6.6% 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
WCN
市值: US$97.0萬
本季最大獲利了結 / 清倉標的
NVO
前期市值: US$27.3萬
在 Q1 2026 季度中，Elefante Mark B 共進行了 52 項持倉異動，包含新建倉 4 個部位、加碼 37 個部位、減碼 9 個部位以及清倉 2 個部位。 其中最大新建倉標的為 WCN。 本季清倉部位包含 NVO。
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。