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: 0001656282
申報總市值
US$4.6億
US$4.6億
325 檔
10.3%
截至 Q1 2026 季度末，First Affirmative Financial Network 的美股持倉估值約為 US$4.6億，全數申報部位共有 325 檔。
觀察 Q1 2026 的申報異動，First Affirmative Financial Network 採取了強勁的買進策略，建倉與加碼動作（合計 155 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
檢視投資組合結構，前 5 大主力部位（包含 SHE, NVDA, SPTS）占據了總市值的 10.3%，展現出該機構在 Q1 2026 的重點資金聚焦與風險分佈特徵。
本季最大新建倉標的
AZN
市值: US$147.5萬
本季最大獲利了結 / 清倉標的
UL
前期市值: US$108.2萬
僅顯示前 200 大持股（共 325 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 | SHE | Ss Spdr Msci U Gend Div ETF | ETF-其他 | 5.44% | -1.75% | +17.65% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 3.68% | +0.21% | +23.69% | |
| 3 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 3.31% | -1.43% | -4.88% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 3.23% | +0.19% | +13.59% | |
| 5 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 2.53% | -0.81% | -1.72% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.36% | -0.20% | +26.03% | |
| 7 | TAXF | American Century Diver Muni | ETF-其他 | 2.29% | -0.83% | +508.08% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.93% | -0.31% | -3.35% | |
| 9 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-其他 | 1.84% | -0.57% | +1854.41% | |
| 10 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.76% | -0.60% | +890.86% | |
| 11 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.75% | -0.37% | +16.64% | |
| 12 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-其他 | 1.60% | -0.28% | -20.28% | |
| 13 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.51% | -0.12% | +7.35% | |
| 14 | JSTC | Adasina Social Justice Glb | ETF-其他 | 1.38% | -0.53% | -14.24% | |
| 15 | CSCO | Cisco Systems Inc | 股票-科技 | 1.12% | -0.30% | +21.93% | |
| 16 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.09% | -0.10% | +3.77% | |
| 17 | MA | Mastercard Inc - A | 股票-金融 | 1.07% | -0.40% | +11.97% | |
| 18 | AVGO | Broadcom Inc | 股票-科技 | 1.02% | -0.18% | +40.73% | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 0.92% | -0.25% | +29.99% | |
| 20 | AMAT | Applied Materials Inc | 股票-科技 | 0.92% | +0.24% | -6.06% | |
| 21 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.89% | -0.30% | +22.75% | |
| 22 | ASML | ASML Holding N.V. | 股票-科技 | 0.80% | -0.14% | +15.19% | |
| 23 | NFLX | Netflix Inc | 股票-通訊服務 | 0.78% | -0.42% | +1334.02% | |
| 24 | AXP | American Express Co | 股票-金融 | 0.75% | -0.17% | +32.68% | |
| 25 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 0.75% | -0.30% | +14.71% | |
| 26 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.71% | -0.12% | +1.66% | |
| 27 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.66% | -0.08% | +10.46% | |
| 28 | CHT | Chunghwa Telecom Lt-spon Adr | 股票-其他 | 0.65% | -0.25% | +16.43% | |
| 29 | EMNT | Pimco Enhcd St M-active Esg | ETF-其他 | 0.62% | -0.26% | -2.52% | |
| 30 | SAP | Sap Se-sponsored Adr | 股票-科技 | 0.62% | -0.19% | +28.69% | |
| 31 | AZN | AstraZeneca PLC | 股票-醫療保健 | 0.57% | -0.30% | — | |
| 32 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.55% | +0.96% | +11.13% | |
| 33 | AMD | Advanced Micro Devices | 股票-科技 | 0.52% | +0.23% | +23.17% | |
| 34 | TBX | Proshares Short 7-10 Yr Tsy | ETF-其他 | 0.51% | -0.21% | -4.60% | |
| 35 | LRCX | Lam Research CORP | 股票-科技 | 0.51% | -0.06% | +0.39% | |
| 36 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.50% | -0.17% | +30.19% | |
| 37 | CHGX | Stance Sustainable Beta ETF | ETF-其他 | 0.47% | -0.13% | -0.16% | |
| 38 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.47% | -0.08% | +4.15% | |
| 39 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.46% | -0.13% | +29.39% | |
| 40 | SYK | Stryker CORP | 股票-醫療保健 | 0.45% | -0.22% | +9.03% | |
| 41 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.45% | -0.08% | +8.25% | |
| 42 | ADI | Analog Devices Inc | 股票-科技 | 0.44% | +0.03% | +45.50% | |
| 43 | UL | Unilever Plc-sponsored Adr | 股票-非循環性消費 | 0.44% | -0.15% | — | |
| 44 | WAB | Wabtec CORP | 股票-工業 | 0.43% | -0.17% | +28.24% | |
| 45 | MU | Micron Technology Inc | 股票-科技 | 0.42% | +0.27% | -9.24% | |
| 46 | DHR | Danaher CORP | 股票-醫療保健 | 0.41% | -0.14% | +19.55% | |
| 47 | EQIX | Equinix Inc | 股票-房地產 | 0.41% | -0.15% | +14.98% | |
| 48 | TAK | Takeda Pharmaceutic-sp Adr | 股票-醫療保健 | 0.40% | -0.11% | +34.05% | |
| 49 | TM | Toyota Motor CORP -spon Adr | 股票-循環性消費 | 0.40% | -0.17% | +21.33% | |
| 50 | ASX | Ase Technology Holding -adr | 股票-科技 | 0.39% | -0.03% | +14.42% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | TAXF | American Century Diver Muni | +1.8% | +508.08% | 加碼 |
| 2 | VTES | Vanguard Sh Term Tax-ex Bond | +1.7% | +1854.41% | 加碼 |
| 3 | VTEB | Vanguard Tax-exempt Bond ETF | +1.5% | +890.86% | 加碼 |
| 4 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +16.64% | 加碼 |
| 5 | AMAT | Applied Materials Inc | +0.2% | -6.06% | 減碼 |
| 6 | ASML | ASML Holding N.V. | +0.2% | +15.19% | 加碼 |
| 7 | MRK | Merck & Co. Inc. | +0.2% | +30.19% | 加碼 |
| 8 | ASX | Ase Technology Holding -adr | +0.2% | +14.42% | 加碼 |
| 9 | ADI | Analog Devices Inc | +0.2% | +45.50% | 加碼 |
| 10 | CSCO | Cisco Systems Inc | +0.1% | +21.93% | 加碼 |
| 11 | MU | Micron Technology Inc | +0.1% | -9.24% | 減碼 |
| 12 | LRCX | Lam Research CORP | +0.1% | +0.39% | 加碼 |
| 13 | AMD | Advanced Micro Devices | +0.1% | +23.17% | 加碼 |
| 14 | TAK | Takeda Pharmaceutic-sp Adr | +0.1% | +34.05% | 加碼 |
| 15 | WAB | Wabtec CORP | +0.1% | +28.24% | 加碼 |
| 16 | BAP | Credicorp Ltd. | +0.1% | +81.95% | 加碼 |
| 17 | HLN | Haleon Plc-adr | +0.1% | +163.05% | 加碼 |
| 18 | NVS | Novartis Ag-sponsored Adr | +0.1% | +14.71% | 加碼 |
| 19 | KO | Coca-cola Co/the | +0.1% | +29.39% | 加碼 |
| 20 | WELL | Welltower Inc | +0.1% | +73.82% | 加碼 |
| 21 | NOK | Nokia Corp-spon Adr | +0.1% | +10.58% | 加碼 |
| 22 | GLW | Corning Inc | +0.1% | +24.65% | 加碼 |
| 23 | AVGO | Broadcom Inc | +0.1% | +40.73% | 加碼 |
| 24 | ISRG | Intuitive Surgical Inc | +0.1% | +49.88% | 加碼 |
| 25 | CIB | Grupo Cibest Sa-adr | +0.1% | +27.66% | 加碼 |
| 26 | VTR | Ventas Inc | +0.1% | +71.68% | 加碼 |
| 27 | CME | Cme Group Inc | +0.1% | +40.91% | 加碼 |
| 28 | EQIX | Equinix Inc | +0.1% | +14.98% | 加碼 |
| 29 | TJX | Tjx Companies Inc | +0.1% | +44.85% | 加碼 |
| 30 | CMI | Cummins Inc | +0.1% | +43.69% | 加碼 |
| 31 | DELL | Dell Technologies -c | +0.1% | +42.76% | 加碼 |
| 32 | GOOG | Alphabet Inc-cl C | +0.1% | +7.35% | 加碼 |
| 33 | JNJ | Johnson & Johnson | +0.1% | +1.66% | 加碼 |
| 34 | LLY | Eli Lilly & Co | +0.1% | +10.46% | 加碼 |
| 35 | T | At&t Inc | +0.1% | +50.06% | 加碼 |
| 36 | CAT | Caterpillar Inc | +0.1% | +16.00% | 加碼 |
| 37 | DE | Deere & Co | +0.1% | +32.25% | 加碼 |
| 38 | SHOP | Shopify Inc - Class A | +0.1% | +108.00% | 加碼 |
| 39 | MRVL | Marvell Technology Inc | +0.1% | +68.99% | 加碼 |
| 40 | TER | Teradyne Inc | +0.1% | -15.26% | 減碼 |
| 41 | FIX | Comfort Systems USA Inc | +0.1% | +14.76% | 加碼 |
| 42 | MCHP | Microchip Technology Inc | +0.1% | +61.21% | 加碼 |
| 43 | JNJ | Johnson & Johnson | +0.1% | +21.99% | 加碼 |
| 44 | VZ | Verizon Communications Inc | +0.1% | +33.66% | 加碼 |
| 45 | HSBC | Hsbc Holdings Plc-spons Adr | +0.1% | +43.68% | 加碼 |
| 46 | MCD | Mcdonald's CORP | +0.1% | +53.08% | 加碼 |
| 47 | FNV | Franco-nevada CORP | +0.1% | +42.93% | 加碼 |
| 48 | DLR | Digital Realty Trust Inc | +0.1% | +64.06% | 加碼 |
| 49 | ABEV | Ambev Sa-adr | +0.1% | +38.00% | 加碼 |
| 50 | AMGN | Amgen Inc | 0% | +14.47% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，First Affirmative Financial Network 在 Q1 2026 季度的美股持倉總市值約為 US$4.6億，共申報了 325 個公開持股部位。
在 Q1 2026 季度，First Affirmative Financial Network 按市值排列的前三大核心持股分別為：SHE (5.4%)、NVDA (3.7%)、SPTS (3.3%)。其中最大持股部位 SHE 佔據整體投資組合約 5.4% 的權重。
在 Q1 2026 季度中，First Affirmative Financial Network 共進行了 200 項持倉異動，包含新建倉 55 個部位、加碼 100 個部位、減碼 22 個部位以及清倉 23 個部位。 其中最大新建倉標的為 AZN。 本季清倉部位包含 UL。
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。