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: 0002011697
申報總市值
US$3.0億
US$3.0億
100 檔
24.3%
在 Q1 2026 的 13F 官方備案中，FCG Investment Co 管理的美股投資組合規模來到 US$3.0億，整體持股檔數為 100 檔。
觀察 Q1 2026 的資金脈絡，FCG Investment Co 在獲利結算 24 檔個股的同時，將資本重新部署至 36 檔新選標的，展現主動管理機構的輪動節奏。
從部位權重觀察，前 5 大標的（包含 SPY, NVDA, MSFT）累計市值佔比達 24.3%，是驅動 FCG Investment Co 該季度整體投資組合績效表現的核心支柱。
| # | 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 | 10.06% | -4.30% | +15.27% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 6.41% | +1.13% | -9.49% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 5.36% | +1.79% | +0.68% | |
| 4 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-其他 | 5.25% | +0.18% | — | |
| 5 | AAPL | Apple Inc | 股票-科技 | 5.24% | +1.04% | -14.96% | |
| 6 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 4.81% | -0.03% | — | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.31% | +0.27% | -9.76% | |
| 8 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.34% | +0.44% | -0.43% | |
| 9 | FELV | Fidelity Enh Lrg Cap Val ETF | ETF-其他 | 3.28% | +0.10% | — | |
| 10 | AVGO | Broadcom Inc | 股票-科技 | 2.72% | -0.14% | -5.96% | |
| 11 | HBAN | Huntington Bancshares Inc | 股票-金融 | 2.67% | -0.41% | +1506.29% | |
| 12 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.00% | -0.61% | -11.86% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.94% | +0.10% | -23.06% | |
| 14 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.66% | -0.05% | +32.40% | |
| 15 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 1.65% | -0.02% | -9.86% | |
| 16 | WMT | Walmart Inc | 股票-非循環性消費 | 1.31% | -0.08% | -15.99% | |
| 17 | XOM | Exxon Mobil CORP | 股票-能源 | 1.12% | -0.13% | EXIT | |
| 18 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.11% | +0.01% | +27.98% | |
| 19 | MU | Micron Technology Inc | 股票-科技 | 1.06% | -0.02% | — | |
| 20 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.06% | +0.01% | -0.60% | |
| 21 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.99% | +0.04% | -7.65% | |
| 22 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 0.99% | -0.02% | -7.01% | |
| 23 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.97% | -0.02% | — | |
| 24 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.95% | +0.06% | -26.99% | |
| 25 | BE | Bloom Energy Corp- A | 股票-工業 | 0.91% | -1.00% | -58.25% | |
| 26 | FLDR | Fidelity Low Durat Fact ETF | ETF-其他 | 0.91% | +0.01% | — | |
| 27 | NFLX | Netflix Inc | 股票-通訊服務 | 0.89% | — | +640.47% | |
| 28 | LRCX | Lam Research CORP | 股票-科技 | 0.87% | -0.33% | -40.64% | |
| 29 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.87% | +0.08% | -17.23% | |
| 30 | LMT | Lockheed Martin CORP | 股票-工業 | 0.79% | — | -24.39% | |
| 31 | APAM | Artisan Partners Asset Ma -a | 股票-金融 | 0.77% | — | — | |
| 32 | AMAT | Applied Materials Inc | 股票-科技 | 0.77% | -0.28% | — | |
| 33 | RPRX | Royalty Pharma plc | 股票-醫療保健 | 0.77% | +0.07% | — | |
| 34 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.77% | — | -7.96% | |
| 35 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.76% | -0.01% | — | |
| 36 | MPWR | Monolithic Power Systems Inc | 股票-科技 | 0.74% | +0.04% | — | |
| 37 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.71% | +0.07% | NEW | |
| 38 | TIGO | Millicom International Cellular S.A. | 股票-通訊服務 | 0.69% | +0.13% | — | |
| 39 | NOC | Northrop Grumman CORP | 股票-工業 | 0.69% | — | +4.60% | |
| 40 | RTX | Rtx CORP | 股票-工業 | 0.68% | — | +20.71% | |
| 41 | EXEL | Exelixis Inc | 股票-醫療保健 | 0.64% | +0.06% | +66.66% | |
| 42 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.63% | +0.08% | NEW | |
| 43 | GD | General Dynamics CORP | 股票-工業 | 0.62% | — | -31.10% | |
| 44 | RIO | Rio Tinto Plc-spon Adr | 股票-原物料 | 0.60% | +0.01% | +330.50% | |
| 45 | EIX | Edison International | 股票-公用事業 | 0.60% | -0.18% | — | |
| 46 | RF | Regions Financial CORP | 股票-金融 | 0.57% | — | — | |
| 47 | GEV | GE Vernova Inc | 股票-工業 | 0.53% | -0.14% | — | |
| 48 | PWR | Quanta Services Inc | 股票-工業 | 0.52% | +0.05% | — | |
| 49 | MS | Morgan Stanley | 股票-金融 | 0.50% | +0.04% | +355.08% | |
| 50 | DB | Deutsche Bank Aktiengesellschaft | 股票-金融 | 0.49% | +0.04% | -26.71% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | HBAN | Huntington Bancshares Inc | +2.5% | +1506.29% | 加碼 |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.5% | +15.27% | 加碼 |
| 3 | RIO | Rio Tinto Plc-spon Adr | +0.5% | +330.50% | 加碼 |
| 4 | COST | Costco Wholesale CORP | +0.4% | +32.40% | 加碼 |
| 5 | MS | Morgan Stanley | +0.4% | +355.08% | 加碼 |
| 6 | EXEL | Exelixis Inc | +0.3% | +66.66% | 加碼 |
| 7 | GS | Goldman Sachs Group Inc | +0.2% | +27.98% | 加碼 |
| 8 | RTX | Rtx CORP | +0.2% | +20.71% | 加碼 |
| 9 | XOM | Exxon Mobil CORP | +0.1% | -19.02% | 減碼 |
| 10 | LLY | Eli Lilly & Co | +0.1% | -0.60% | 減碼 |
| 11 | NOC | Northrop Grumman CORP | +0.1% | +4.60% | 加碼 |
| 12 | JNJ | Johnson & Johnson | 0% | -17.23% | 減碼 |
| 13 | XLK | Ss Technology Select Sector | 0% | +137.28% | 加碼 |
| 14 | XLU | St Sr Utl Sl Se Spdr Etf-usd | 0% | +113.81% | 加碼 |
| 15 | GOOGL | Alphabet Inc-cl A | 0% | -9.76% | 減碼 |
| 16 | MDY | State Street Spdr S&p Midcap | 0% | -1.31% | 減碼 |
| 17 | SO | Southern Co/the | 0% | -11.20% | 減碼 |
| 18 | XLC | Ss Comm Select Sector Spdr | 0% | -4.85% | 減碼 |
| 19 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | 0% | -5.51% | 減碼 |
| 20 | ED | Consolidated Edison Inc | -0.1% | -31.78% | 減碼 |
| 21 | BNY | Bank Of New York Mellon CORP | -0.1% | -7.96% | 減碼 |
| 22 | BMY | Bristol-myers Squibb Co | -0.1% | -37.90% | 減碼 |
| 23 | AZO | Autozone Inc | -0.1% | — | 不變 |
| 24 | WMT | Walmart Inc | -0.1% | -15.99% | 減碼 |
| 25 | CSWC | Capital Southwest CORP | -0.1% | -44.76% | 減碼 |
| 26 | CSCO | Cisco Systems Inc | -0.1% | -47.75% | 減碼 |
| 27 | LRCX | Lam Research CORP | -0.1% | -40.64% | 減碼 |
| 28 | LMT | Lockheed Martin CORP | -0.1% | -24.39% | 減碼 |
| 29 | SPYV | Ss Spdr P S&p 500 Value ETF | -0.1% | -7.01% | 減碼 |
| 30 | BWXT | Bwx Technologies Inc | -0.1% | -55.40% | 減碼 |
| 31 | CEG | Constellation Energy | -0.2% | -10.90% | 減碼 |
| 32 | F | Ford Motor Co | -0.2% | -43.17% | 減碼 |
| 33 | GILD | Gilead Sciences Inc | -0.2% | -26.99% | 減碼 |
| 34 | C | Citigroup Inc | -0.2% | -64.31% | 減碼 |
| 35 | LPG | Dorian LPG Ltd. | -0.2% | -33.96% | 減碼 |
| 36 | XLV | Ss Health Care Select Sector | -0.2% | -63.38% | 減碼 |
| 37 | ABBV | Abbvie Inc | -0.2% | -7.65% | 減碼 |
| 38 | IIPR | Innovative Industrial Proper | -0.3% | -68.15% | 減碼 |
| 39 | ACMR | Acm Research Inc-class A | -0.3% | -54.76% | 減碼 |
| 40 | GD | General Dynamics CORP | -0.3% | -31.10% | 減碼 |
| 41 | IBM | Intl Business Machines CORP | -0.4% | -48.91% | 減碼 |
| 42 | DB | Deutsche Bank Aktiengesellschaft | -0.4% | -26.71% | 減碼 |
| 43 | EXC | Exelon CORP | -0.4% | -79.15% | 減碼 |
| 44 | SYF | Synchrony Financial | -0.4% | -41.19% | 減碼 |
| 45 | SPYG | Ss Spdr P S&p 500 Growth ETF | -0.4% | -9.86% | 減碼 |
| 46 | AMZN | Amazon.com Inc | -0.4% | -0.43% | 減碼 |
| 47 | CMI | Cummins Inc | -0.5% | -65.10% | 減碼 |
| 48 | MO | Altria Group Inc | -0.5% | -57.43% | 減碼 |
| 49 | NUE | Nucor CORP | -0.5% | -82.37% | 減碼 |
| 50 | MA | Mastercard Inc - A | -0.5% | -62.14% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，FCG Investment Co 在 Q1 2026 季度的美股持倉總市值約為 US$3.0億，共申報了 100 個公開持股部位。
在 Q1 2026 季度，FCG Investment Co 按市值排列的前三大核心持股分別為：SPY (10.1%)、NVDA (6.4%)、MSFT (5.4%)。其中最大持股部位 SPY 佔據整體投資組合約 10.1% 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
DYNF
市值: US$1197.6萬
本季最大獲利了結 / 清倉標的
CADE
前期市值: US$572.6萬
在 Q1 2026 季度中，FCG Investment Co 共進行了 123 項持倉異動，包含新建倉 36 個部位、加碼 13 個部位、減碼 50 個部位以及清倉 24 個部位。 其中最大新建倉標的為 DYNF。 本季清倉部位包含 CADE。
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。