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: 0001009003
申報總市值
US$3.0億
US$3.0億
160 檔
22.8%
截至 Q1 2026 季度末，Excalibur Management CORP 的美股持倉估值約為 US$3.0億，全數申報部位共有 160 檔。
在 Q1 2026，Excalibur Management CORP 展現出較為審慎的避險與獲利了結姿態。本季共減碼 76 個部位並完全清倉 6 檔持股，調降曝險的部位數量高於加碼動作。
整體而言，Excalibur Management CORP 的前 5 大持股（包含 CSL, AAPL, BRK-B）貢獻了組合市值的 22.8%，形成該機構在 Q1 2026 季度的基本面基石。
| # | 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 | CSL | Carlisle Cos Inc | 股票-工業 | 8.54% | -0.01% | -0.94% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.34% | +0.21% | -2.03% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 4.01% | -0.15% | -0.29% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.59% | +0.05% | -0.47% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.40% | +0.11% | +0.44% | |
| 6 | JNJ | Johnson & Johnson | 股票-醫療保健 | 3.29% | -0.17% | -1.37% | |
| 7 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 2.23% | -0.01% | -2.52% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.96% | +0.26% | -0.35% | |
| 9 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.90% | +0.31% | +11.83% | |
| 10 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.88% | -0.38% | -1.30% | |
| 11 | XOM | Exxon Mobil CORP | 股票-能源 | 1.64% | -1.64% | EXIT | |
| 12 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.64% | -0.01% | +0.39% | |
| 13 | T | At&t Inc | 股票-通訊服務 | 1.60% | -0.50% | -0.09% | |
| 14 | PFE | Pfizer Inc | 股票-醫療保健 | 1.53% | -0.29% | +0.64% | |
| 15 | CVX | Chevron CORP | 股票-能源 | 1.39% | -0.35% | -1.84% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 1.38% | +0.06% | +0.32% | |
| 17 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.32% | — | +2.19% | |
| 18 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.28% | +0.03% | -1.03% | |
| 19 | IBM | Intl Business Machines CORP | 股票-科技 | 1.19% | +0.07% | +0.76% | |
| 20 | CSCO | Cisco Systems Inc | 股票-科技 | 1.17% | +0.44% | +0.03% | |
| 21 | NVDA | Nvidia CORP | 股票-科技 | 1.13% | +0.05% | -1.00% | |
| 22 | NFLX | Netflix Inc | 股票-通訊服務 | 1.11% | -0.33% | +0.48% | |
| 23 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.10% | -0.21% | -0.18% | |
| 24 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 1.07% | -0.18% | -0.58% | |
| 25 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.05% | +0.07% | +0.22% | |
| 26 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.02% | -0.21% | -1.13% | |
| 27 | CVS | Cvs Health CORP | 股票-醫療保健 | 1.01% | +0.32% | -0.60% | |
| 28 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.00% | +0.06% | +0.04% | |
| 29 | RTX | Rtx CORP | 股票-工業 | 0.93% | -0.11% | +0.17% | |
| 30 | FDX | Fedex CORP | 股票-工業 | 0.93% | -0.18% | -0.88% | |
| 31 | BAC | Bank Of America CORP | 股票-金融 | 0.88% | +0.07% | +2.48% | |
| 32 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.88% | -0.11% | -0.14% | |
| 33 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.85% | -0.04% | +1.32% | |
| 34 | AMGN | Amgen Inc | 股票-醫療保健 | 0.81% | -0.05% | — | |
| 35 | INTC | Intel CORP | 股票-科技 | 0.77% | +1.37% | -1.84% | |
| 36 | SHEL | Shell Plc-adr | 股票-能源 | 0.75% | -0.18% | +0.54% | |
| 37 | AVGO | Broadcom Inc | 股票-科技 | 0.74% | +0.07% | +1.48% | |
| 38 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.72% | -0.07% | -0.09% | |
| 39 | MS | Morgan Stanley | 股票-金融 | 0.70% | +0.04% | -2.34% | |
| 40 | LMT | Lockheed Martin CORP | 股票-工業 | 0.70% | -0.16% | +0.15% | |
| 41 | AXP | American Express Co | 股票-金融 | 0.67% | +0.02% | -1.99% | |
| 42 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.66% | +0.12% | +54.63% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.63% | +0.07% | -2.54% | |
| 44 | WPC | Wp Carey Inc | 股票-房地產 | 0.62% | -0.01% | -1.16% | |
| 45 | SPGI | S&p Global Inc | 股票-金融 | 0.62% | -0.08% | -0.56% | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.61% | +0.03% | — | |
| 47 | C | Citigroup Inc | 股票-金融 | 0.60% | +0.08% | +0.44% | |
| 48 | HD | Home Depot Inc | 股票-循環性消費 | 0.57% | +0.02% | -1.40% | |
| 49 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.57% | -0.07% | +3.69% | |
| 50 | DUK | Duke Energy CORP | 股票-公用事業 | 0.57% | -0.06% | +0.45% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | JNJ | Johnson & Johnson | +0.5% | -1.37% | 減碼 |
| 2 | XOM | Exxon Mobil CORP | +0.4% | -2.24% | 減碼 |
| 3 | CVX | Chevron CORP | +0.3% | -1.84% | 減碼 |
| 4 | VZ | Verizon Communications Inc | +0.3% | -1.30% | 減碼 |
| 5 | CSL | Carlisle Cos Inc | +0.2% | -0.94% | 減碼 |
| 6 | MRK | Merck & Co. Inc. | +0.2% | -2.52% | 減碼 |
| 7 | T | At&t Inc | +0.2% | -0.09% | 減碼 |
| 8 | VIG | Vanguard Dividend Apprec ETF | +0.2% | +54.63% | 加碼 |
| 9 | RSP | Invesco S&p 500 Equal Weight | +0.2% | +11.83% | 加碼 |
| 10 | PFE | Pfizer Inc | +0.2% | +0.64% | 加碼 |
| 11 | FDX | Fedex CORP | +0.2% | -0.88% | 減碼 |
| 12 | SHEL | Shell Plc-adr | +0.2% | +0.54% | 加碼 |
| 13 | KMI | Kinder Morgan, Inc. | +0.2% | -0.14% | 減碼 |
| 14 | LMT | Lockheed Martin CORP | +0.1% | +0.15% | 加碼 |
| 15 | GILD | Gilead Sciences Inc | +0.1% | -0.58% | 減碼 |
| 16 | INTC | Intel CORP | +0.1% | -1.84% | 減碼 |
| 17 | COST | Costco Wholesale CORP | +0.1% | +3.69% | 加碼 |
| 18 | CAT | Caterpillar Inc | +0.1% | -1.50% | 減碼 |
| 19 | PEP | Pepsico Inc | +0.1% | -0.18% | 減碼 |
| 20 | BMY | Bristol-myers Squibb Co | +0.1% | -0.09% | 減碼 |
| 21 | PSX | Phillips 66 | +0.1% | — | 不變 |
| 22 | KO | Coca-cola Co/the | +0.1% | +1.32% | 加碼 |
| 23 | GLD | Spdr Gold Shares | +0.1% | -1.13% | 減碼 |
| 24 | DOW | Dow Inc | +0.1% | -4.62% | 減碼 |
| 25 | DE | Deere & Co | +0.1% | -1.81% | 減碼 |
| 26 | COP | Conocophillips | +0.1% | +2.72% | 加碼 |
| 27 | ED | Consolidated Edison Inc | +0.1% | -0.43% | 減碼 |
| 28 | PNW | Pinnacle West Capital | +0.1% | +0.41% | 加碼 |
| 29 | DUK | Duke Energy CORP | +0.1% | +0.45% | 加碼 |
| 30 | GEV | GE Vernova Inc | +0.1% | -2.94% | 減碼 |
| 31 | NEE | Nextera Energy Inc | +0.1% | +6.07% | 加碼 |
| 32 | AMGN | Amgen Inc | +0.1% | — | 不變 |
| 33 | TGT | Target CORP | +0.1% | -2.29% | 減碼 |
| 34 | MO | Altria Group Inc | +0.1% | -1.39% | 減碼 |
| 35 | WMT | Walmart Inc | +0.1% | -1.27% | 減碼 |
| 36 | HON | Honeywell International Inc | +0.1% | -1.93% | 減碼 |
| 37 | RTX | Rtx CORP | 0% | +0.17% | 加碼 |
| 38 | ALB | Albemarle CORP | 0% | -0.06% | 減碼 |
| 39 | ETN | Eaton Corporation plc | 0% | -3.80% | 減碼 |
| 40 | Q | Qnity Electronics Inc | 0% | -0.68% | 減碼 |
| 41 | PULS | Pgim Ultra Short Bond ETF | 0% | +9.64% | 加碼 |
| 42 | D | Dominion Energy Inc | 0% | +4.42% | 加碼 |
| 43 | PG | Procter & Gamble Co/the | 0% | +2.19% | 加碼 |
| 44 | NFLX | Netflix Inc | 0% | +0.48% | 加碼 |
| 45 | SO | Southern Co/the | 0% | +0.04% | 加碼 |
| 46 | LRCX | Lam Research CORP | 0% | -1.19% | 減碼 |
| 47 | NEM | Newmont CORP | 0% | -0.86% | 減碼 |
| 48 | NOC | Northrop Grumman CORP | 0% | +1.96% | 加碼 |
| 49 | TT | Trane Technologies plc | 0% | +0.23% | 加碼 |
| 50 | BP | Bp Plc-spons Adr | 0% | +0.78% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Excalibur Management CORP 在 Q1 2026 季度的美股持倉總市值約為 US$3.0億，共申報了 160 個公開持股部位。
在 Q1 2026 季度，Excalibur Management CORP 按市值排列的前三大核心持股分別為：CSL (8.5%)、AAPL (5.3%)、BRK-B (4.0%)。其中最大持股部位 CSL 佔據整體投資組合約 8.5% 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
SLB
市值: US$25.0萬
本季最大獲利了結 / 清倉標的
XYL
前期市值: US$21.9萬
在 Q1 2026 季度中，Excalibur Management CORP 共進行了 141 項持倉異動，包含新建倉 5 個部位、加碼 54 個部位、減碼 76 個部位以及清倉 6 個部位。 其中最大新建倉標的為 SLB。 本季清倉部位包含 XYL。
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。