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: 0000887818
申報總市值
US$112.1億
US$112.1億
196 檔
18.0%
在 Q1 2026 的 13F 官方備案中，Factory Mutual Insurance Co 管理的美股投資組合規模來到 US$112.1億，整體持股檔數為 196 檔。
Factory Mutual Insurance Co 於 Q1 2026 展現出進攻型調倉步調，本季推動了 12 檔股票的新建倉與 94 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，Factory Mutual Insurance Co 的前 5 大核心持股（包含 NVDA, AAPL, GOOG 等）合計佔整體申報市值的 18.0%，反映機構在主要關鍵部位上的權重分佈。
本季最大新建倉標的
CRWD
市值: US$3652.3萬
本季最大獲利了結 / 清倉標的
XLK
前期市值: US$1.5億
| # | 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 | NVDA | Nvidia CORP | 股票-科技 | 5.69% | +0.26% | -0.69% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.86% | +0.16% | -1.54% | |
| 3 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 4.84% | -0.51% | +1.44% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.05% | +0.98% | -3.59% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.22% | +0.02% | +3.25% | |
| 6 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 3.10% | -0.33% | — | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 2.61% | -0.31% | +3.54% | |
| 8 | DFCF | Dimensional Core Fixed Inc | ETF-其他 | 2.16% | -0.39% | — | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 2.04% | +0.68% | -55.49% | |
| 10 | XLE | Ss Energy Select Sector | ETF-其他 | 1.85% | +0.22% | +385.06% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.84% | +0.16% | -2.01% | |
| 12 | DFAX | Dimensional World Ex US Core | ETF-其他 | 1.84% | -0.07% | — | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.72% | -0.07% | +5.15% | |
| 14 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 1.66% | -0.25% | -16.08% | |
| 15 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-其他 | 1.42% | -0.08% | — | |
| 16 | XOM | Exxon Mobil CORP | 股票-能源 | 1.30% | -0.63% | EXIT | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.28% | -0.07% | +2.55% | |
| 18 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.25% | -0.14% | +3.30% | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 1.21% | -0.01% | +7.31% | |
| 20 | DFAE | Dimensional Emerging Core Eq | ETF-新興市場 | 1.18% | -0.03% | — | |
| 21 | TSLA | Tesla Inc | 股票-循環性消費 | 1.13% | -0.22% | +2.61% | |
| 22 | HYDB | Ishares High Yield Systemati | ETF-非投資等級債 | 1.11% | -0.08% | — | |
| 23 | KLAC | Kla CORP | 股票-科技 | 1.06% | -0.65% | +9.16% | |
| 24 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 1.04% | — | -35.38% | |
| 25 | CDNS | Cadence Design Sys Inc | 股票-科技 | 0.91% | -0.05% | +32.37% | |
| 26 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.88% | +0.02% | -15.88% | |
| 27 | ASML | ASML Holding N.V. | 股票-科技 | 0.85% | -0.15% | -5.69% | |
| 28 | WMT | Walmart Inc | 股票-非循環性消費 | 0.85% | -0.08% | -0.60% | |
| 29 | CVX | Chevron CORP | 股票-能源 | 0.85% | +0.06% | +3.05% | |
| 30 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.84% | -0.03% | -5.53% | |
| 31 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 0.83% | -0.12% | — | |
| 32 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.82% | -0.01% | -33.16% | |
| 33 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.81% | -0.09% | -52.01% | |
| 34 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.80% | -0.12% | +9.37% | |
| 35 | PM | Philip Morris International | 股票-非循環性消費 | 0.80% | -0.09% | +2.92% | |
| 36 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.70% | -0.08% | — | |
| 37 | MU | Micron Technology Inc | 股票-科技 | 0.65% | -0.15% | +12.14% | |
| 38 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.65% | -0.08% | +2.61% | |
| 39 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.62% | -0.05% | +2.61% | |
| 40 | MS | Morgan Stanley | 股票-金融 | 0.61% | -0.16% | — | |
| 41 | APH | Amphenol Corp-cl A | 股票-科技 | 0.60% | +0.09% | +9.48% | |
| 42 | UNP | Union Pacific CORP | 股票-工業 | 0.57% | -0.03% | -8.25% | |
| 43 | LIN | Linde plc | 股票-原物料 | 0.57% | -0.06% | +3.89% | |
| 44 | ETN | Eaton Corporation plc | 股票-工業 | 0.56% | +0.04% | +0.61% | |
| 45 | USHY | Ishares Broad Usd High Yield | ETF-非投資等級債 | 0.56% | -0.04% | — | |
| 46 | PFGC | Performance Food Group Co | 股票-非循環性消費 | 0.55% | -0.11% | +185.72% | |
| 47 | AME | Ametek Inc | 股票-工業 | 0.52% | +0.01% | +1.02% | |
| 48 | HD | Home Depot Inc | 股票-循環性消費 | 0.51% | -0.23% | +2.44% | |
| 49 | CAT | Caterpillar Inc | 股票-工業 | 0.51% | -0.24% | +0.79% | |
| 50 | MPWR | Monolithic Power Systems Inc | 股票-科技 | 0.49% | +0.01% | +1.78% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | XLE | Ss Energy Select Sector | +1.6% | +385.06% | 加碼 |
| 2 | XOM | Exxon Mobil CORP | +0.5% | +2.66% | 加碼 |
| 3 | PFGC | Performance Food Group Co | +0.4% | +185.72% | 加碼 |
| 4 | KLAC | Kla CORP | +0.3% | +9.16% | 加碼 |
| 5 | CVX | Chevron CORP | +0.3% | +3.05% | 加碼 |
| 6 | JCPB | Jpmorgan Core Plus Bond ETF | +0.3% | — | 不變 |
| 7 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +3.30% | 加碼 |
| 8 | DFAX | Dimensional World Ex US Core | +0.3% | — | 不變 |
| 9 | ALGN | Align Technology Inc | +0.2% | +55.95% | 加碼 |
| 10 | MU | Micron Technology Inc | +0.2% | +12.14% | 加碼 |
| 11 | CDNS | Cadence Design Sys Inc | +0.2% | +32.37% | 加碼 |
| 12 | DFCF | Dimensional Core Fixed Inc | +0.2% | — | 不變 |
| 13 | ASML | ASML Holding N.V. | +0.2% | -5.69% | 減碼 |
| 14 | DDOG | Datadog Inc - Class A | +0.2% | +93.29% | 加碼 |
| 15 | SLB | Slb LTD | +0.2% | +24.73% | 加碼 |
| 16 | NVDA | Nvidia CORP | +0.2% | -0.69% | 減碼 |
| 17 | CNQ | Canadian Natural Resources | +0.2% | +3.37% | 加碼 |
| 18 | WMT | Walmart Inc | +0.2% | -0.60% | 減碼 |
| 19 | DFAE | Dimensional Emerging Core Eq | +0.2% | — | 不變 |
| 20 | LIN | Linde plc | +0.2% | +3.89% | 加碼 |
| 21 | JIRE | Jpmorgan Int Res Enh Eqty | +0.2% | — | 不變 |
| 22 | GOOG | Alphabet Inc-cl C | +0.1% | +1.44% | 加碼 |
| 23 | CAT | Caterpillar Inc | +0.1% | +0.79% | 加碼 |
| 24 | VZ | Verizon Communications Inc | +0.1% | +1.31% | 加碼 |
| 25 | MPWR | Monolithic Power Systems Inc | +0.1% | +1.78% | 加碼 |
| 26 | KO | Coca-cola Co/the | +0.1% | +2.61% | 加碼 |
| 27 | PM | Philip Morris International | +0.1% | +2.92% | 加碼 |
| 28 | AMZN | Amazon.com Inc | +0.1% | +3.25% | 加碼 |
| 29 | LHX | L3harris Technologies Inc | +0.1% | +2.09% | 加碼 |
| 30 | JPM | Jpmorgan Chase & Co | +0.1% | +5.15% | 加碼 |
| 31 | ETN | Eaton Corporation plc | +0.1% | +0.61% | 加碼 |
| 32 | AAPL | Apple Inc | +0.1% | -1.54% | 減碼 |
| 33 | DE | Deere & Co | +0.1% | +4.06% | 加碼 |
| 34 | CTVA | Corteva Inc | +0.1% | +1.13% | 加碼 |
| 35 | FDX | Fedex CORP | +0.1% | +0.87% | 加碼 |
| 36 | NOC | Northrop Grumman CORP | +0.1% | +2.89% | 加碼 |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +2.55% | 加碼 |
| 38 | ISRG | Intuitive Surgical Inc | +0.1% | +53.03% | 加碼 |
| 39 | INTU | Intuit Inc | +0.1% | +70.96% | 加碼 |
| 40 | PG | Procter & Gamble Co/the | +0.1% | +2.61% | 加碼 |
| 41 | HYDB | Ishares High Yield Systemati | +0.1% | — | 不變 |
| 42 | IWR | Ishares Russell Mid-cap ETF | +0.1% | — | 不變 |
| 43 | JNJ | Johnson & Johnson | +0.1% | -15.88% | 減碼 |
| 44 | COST | Costco Wholesale CORP | +0.1% | +3.91% | 加碼 |
| 45 | MRK | Merck & Co. Inc. | +0.1% | +1.32% | 加碼 |
| 46 | HUBB | Hubbell Inc | +0.1% | +0.85% | 加碼 |
| 47 | AVGO | Broadcom Inc | +0.1% | +3.54% | 加碼 |
| 48 | RTX | Rtx CORP | +0.1% | +0.77% | 加碼 |
| 49 | AME | Ametek Inc | +0.1% | +1.02% | 加碼 |
| 50 | MCD | Mcdonald's CORP | +0.1% | +3.97% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Factory Mutual Insurance Co 在 Q1 2026 季度的美股持倉總市值約為 US$112.1億，共申報了 196 個公開持股部位。
在 Q1 2026 季度，Factory Mutual Insurance Co 按市值排列的前三大核心持股分別為：NVDA (5.7%)、AAPL (4.9%)、GOOG (4.8%)。其中最大持股部位 NVDA 佔據整體投資組合約 5.7% 的權重。
在 Q1 2026 季度中，Factory Mutual Insurance Co 共進行了 162 項持倉異動，包含新建倉 12 個部位、加碼 94 個部位、減碼 44 個部位以及清倉 12 個部位。 其中最大新建倉標的為 CRWD。 本季清倉部位包含 XLK。
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。
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。
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。