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: 0001752212
申報總市值
US$5.0億
US$5.0億
318 檔
18.8%
Essex Bank 在 Q2 2026 季度的美股部位總計估值為 US$5.0億，分散於 318 個持倉標的之中，反映其市場參與廣度與投資規模。
觀察 Q2 2026 的資金脈絡，Essex Bank 在獲利結算 17 檔個股的同時，將資本重新部署至 30 檔新選標的，展現主動管理機構的輪動節奏。
在資產配置集中度方面，Essex Bank 的前 5 大核心持股（包含 AAPL, CVX, JNJ 等）合計佔整體申報市值的 18.8%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 318 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 | AAPL | Apple Inc | 股票-科技 | 6.68% | +0.38% | -0.73% | |
| 2 | CVX | Chevron CORP | 股票-能源 | 4.75% | +0.65% | -0.01% | |
| 3 | JNJ | Johnson & Johnson | 股票-醫療保健 | 3.72% | -0.15% | -0.62% | |
| 4 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.69% | -0.33% | -0.52% | |
| 5 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 2.59% | -0.21% | — | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.24% | +0.62% | +1.81% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.23% | -0.27% | -2.80% | |
| 8 | ADP | Automatic Data Processing | 股票-科技 | 2.07% | +0.12% | -0.06% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.97% | -0.15% | -1.15% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.94% | -0.10% | -0.50% | |
| 11 | AVGO | Broadcom Inc | 股票-科技 | 1.92% | -0.29% | -4.05% | |
| 12 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.73% | +0.02% | -0.98% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 1.55% | +0.08% | -23.19% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.43% | -0.07% | +7.22% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.33% | -0.08% | -7.19% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.18% | +0.06% | -0.80% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.10% | -0.12% | -0.21% | |
| 18 | WMT | Walmart Inc | 股票-非循環性消費 | 1.09% | -0.17% | -0.17% | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 1.05% | -0.06% | +0.11% | |
| 20 | CAT | Caterpillar Inc | 股票-工業 | 1.02% | -0.31% | -11.34% | |
| 21 | RTX | Rtx CORP | 股票-工業 | 0.99% | -0.11% | -0.59% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.96% | -0.09% | -4.53% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.96% | -0.10% | -0.07% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.94% | -0.09% | +2.33% | |
| 25 | HD | Home Depot Inc | 股票-循環性消費 | 0.93% | -0.26% | +0.11% | |
| 26 | TGT | Target CORP | 股票-循環性消費 | 0.88% | +0.09% | — | |
| 27 | CSCO | Cisco Systems Inc | 股票-科技 | 0.83% | -0.17% | -1.98% | |
| 28 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.78% | +0.04% | -0.13% | |
| 29 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.74% | -0.03% | -0.05% | |
| 30 | DE | Deere & Co | 股票-工業 | 0.73% | -0.02% | -0.13% | |
| 31 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 0.69% | -0.05% | — | |
| 32 | CMI | Cummins Inc | 股票-工業 | 0.66% | -0.23% | -0.33% | |
| 33 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.65% | -0.07% | +344.39% | |
| 34 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.63% | +0.04% | -5.59% | |
| 35 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.62% | +0.11% | -1.83% | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.61% | -0.10% | -0.64% | |
| 37 | AMD | Advanced Micro Devices | 股票-科技 | 0.60% | -0.03% | -0.50% | |
| 38 | TT | Trane Technologies plc | 股票-工業 | 0.58% | -0.09% | — | |
| 39 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.53% | -0.07% | +2.50% | |
| 40 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.52% | -0.04% | -3.69% | |
| 41 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.52% | -0.06% | +2.55% | |
| 42 | ASML | ASML Holding N.V. | 股票-科技 | 0.51% | -0.09% | +0.94% | |
| 43 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.50% | -0.05% | -3.25% | |
| 44 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型股與成長 | 0.50% | -0.04% | +516.86% | |
| 45 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.47% | -0.03% | -1.66% | |
| 46 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.46% | +0.25% | +1.09% | |
| 47 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.45% | -0.04% | +300.00% | |
| 48 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.43% | -0.01% | -0.22% | |
| 49 | UNP | Union Pacific CORP | 股票-工業 | 0.43% | -0.04% | -0.42% | |
| 50 | ETN | Eaton Corporation plc | 股票-工業 | 0.42% | -0.03% | -0.15% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.6% | -0.73% | 減碼 |
| 2 | LLY | Eli Lilly & Co | +0.6% | -0.52% | 減碼 |
| 3 | AMD | Advanced Micro Devices | +0.4% | -0.50% | 減碼 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.3% | -1.15% | 減碼 |
| 5 | GOOG | Alphabet Inc-cl C | +0.3% | -2.80% | 減碼 |
| 6 | PANW | Palo Alto Networks Inc | +0.3% | -5.59% | 減碼 |
| 7 | CSCO | Cisco Systems Inc | +0.3% | -1.98% | 減碼 |
| 8 | VOO | Vanguard S&p 500 ETF | +0.3% | +7.22% | 加碼 |
| 9 | AVGO | Broadcom Inc | +0.2% | -4.05% | 減碼 |
| 10 | CAT | Caterpillar Inc | +0.2% | -11.34% | 減碼 |
| 11 | INTC | Intel CORP | +0.2% | -3.19% | 減碼 |
| 12 | IJT | Ishares S&p Small-cap 600 Gr | +0.2% | NEW | 新建倉 |
| 13 | MU | Micron Technology Inc | +0.2% | -10.22% | 減碼 |
| 14 | AMZN | Amazon.com Inc | +0.2% | -0.98% | 減碼 |
| 15 | ISTB | Ishares Core 1-5 Year Usd Bo | +0.2% | +306.31% | 加碼 |
| 16 | ASML | ASML Holding N.V. | +0.2% | +0.94% | 加碼 |
| 17 | ADP | Automatic Data Processing | +0.2% | -0.06% | 減碼 |
| 18 | JPM | Jpmorgan Chase & Co | +0.2% | -0.50% | 減碼 |
| 19 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | -4.53% | 減碼 |
| 20 | CMI | Cummins Inc | +0.2% | -0.33% | 減碼 |
| 21 | ✓ | +0.2% | NEW | 新建倉 | |
| 22 | ✓ | +0.2% | NEW | 新建倉 | |
| 23 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +15.90% | 加碼 |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -0.80% | 減碼 |
| 25 | BKNG | Booking Holdings Inc | +0.1% | NEW | 新建倉 |
| 26 | VO | Vanguard Mid-cap ETF | +0.1% | +344.39% | 加碼 |
| 27 | V | Visa Inc-class A Shares | +0.1% | +0.11% | 加碼 |
| 28 | XLK | Ss Technology Select Sector | +0.1% | — | 不變 |
| 29 | VEA | Vanguard Ftse Developed ETF | +0.1% | +2.33% | 加碼 |
| 30 | CVS | Cvs Health CORP | +0.1% | -0.11% | 減碼 |
| 31 | LRCX | Lam Research CORP | +0.1% | -3.17% | 減碼 |
| 32 | IWM | Ishares Russell 2000 ETF | +0.1% | -0.64% | 減碼 |
| 33 | VOOG | Vanguard S&p 500 Growth ETF | +0.1% | +516.86% | 加碼 |
| 34 | FMHI | First Trust Municipal High I | +0.1% | NEW | 新建倉 |
| 35 | ABBV | Abbvie Inc | +0.1% | -0.05% | 減碼 |
| 36 | ITOT | Ishares Core S&p Total U.s. | +0.1% | — | 不變 |
| 37 | TT | Trane Technologies plc | +0.1% | — | 不變 |
| 38 | ✓ | +0.1% | NEW | 新建倉 | |
| 39 | VB | Vanguard Small-cap ETF | +0.1% | +2.50% | 加碼 |
| 40 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | NEW | 新建倉 |
| 41 | KLAC | Kla CORP | +0.1% | +909.91% | 加碼 |
| 42 | DE | Deere & Co | +0.1% | -0.13% | 減碼 |
| 43 | UNH | Unitedhealth Group Inc | +0.1% | +1.31% | 加碼 |
| 44 | HYGV | Flexshares High Yield Value | +0.1% | NEW | 新建倉 |
| 45 | SNDK | Sandisk CORP | +0.1% | NEW | 新建倉 |
| 46 | SOXX | Ishares Semiconductor ETF | +0.1% | — | 不變 |
| 47 | GE | General Electric | +0.1% | +1.26% | 加碼 |
| 48 | AMAT | Applied Materials Inc | +0.1% | NEW | 新建倉 |
| 49 | GEV | GE Vernova Inc | +0.1% | — | 不變 |
| 50 | JPIE | Jpmorgan Income ETF | +0.1% | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Essex Bank 在 Q2 2026 季度的美股持倉總市值約為 US$5.0億，共申報了 318 個公開持股部位。
在 Q2 2026 季度，Essex Bank 按市值排列的前三大核心持股分別為：AAPL (6.7%)、CVX (4.8%)、JNJ (3.7%)。其中最大持股部位 AAPL 佔據整體投資組合約 6.7% 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
IJT
市值: US$93.6萬
本季最大獲利了結 / 清倉標的
XOM
前期市值: US$2958.6萬
在 Q2 2026 季度中，Essex Bank 共進行了 176 項持倉異動，包含新建倉 30 個部位、加碼 49 個部位、減碼 80 個部位以及清倉 17 個部位。 其中最大新建倉標的為 IJT。 本季清倉部位包含 XOM。
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。