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: 0000036644
申報總市值
US$35.5億
US$35.5億
497 檔
13.1%
First National Bank Of Omaha 在 Q1 2026 季度的美股部位總計估值為 US$35.5億，分散於 497 個持倉標的之中，反映其市場參與廣度與投資規模。
觀察 Q1 2026 的資金脈絡，First National Bank Of Omaha 在獲利結算 9 檔個股的同時，將資本重新部署至 13 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，First National Bank Of Omaha 的前 5 大核心持股（包含 DFAI, IVV, AAPL 等）合計佔整體申報市值的 13.1%，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 497 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 | DFAI | Dimensional International Co | ETF-其他 | 3.05% | -0.01% | +28.18% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.98% | +0.46% | +2.66% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 2.94% | +0.08% | -1.06% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.74% | +0.18% | +1.99% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.59% | -0.25% | -0.91% | |
| 6 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 2.53% | +0.07% | +0.51% | |
| 7 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.99% | +0.26% | +17.97% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 1.92% | +0.30% | +3.08% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.83% | +0.22% | -2.42% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.74% | +0.02% | -46.26% | |
| 11 | WMT | Walmart Inc | 股票-非循環性消費 | 1.58% | -0.22% | -3.13% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.54% | -0.10% | -2.04% | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 1.51% | -0.02% | +1.57% | |
| 14 | AVGO | Broadcom Inc | 股票-科技 | 1.26% | +0.03% | +2.37% | |
| 15 | CVX | Chevron CORP | 股票-能源 | 1.14% | -0.35% | -11.92% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.12% | +0.03% | +10.37% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.12% | +0.13% | +0.56% | |
| 18 | XOM | Exxon Mobil CORP | 股票-能源 | 1.12% | -0.24% | -5.79% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.99% | +0.03% | +1.02% | |
| 20 | VONG | Vanguard Russell 1000 Growth | ETF-其他 | 0.95% | +0.27% | +8.08% | |
| 21 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.91% | -0.05% | +8.96% | |
| 22 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.90% | -0.16% | -8.09% | |
| 23 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.86% | +0.01% | -5.75% | |
| 24 | RTX | Rtx CORP | 股票-工業 | 0.86% | -0.04% | -2.04% | |
| 25 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.86% | -0.11% | +4.51% | |
| 26 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.77% | -0.24% | +0.08% | |
| 27 | GVI | Ishares Intermediate Governm | ETF-其他 | 0.75% | -0.10% | +4.68% | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.73% | +0.03% | -2.28% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.73% | +0.08% | +0.08% | |
| 30 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.68% | -0.10% | +1.45% | |
| 31 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.61% | -0.09% | -6.18% | |
| 32 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.58% | -0.08% | -0.31% | |
| 33 | ETN | Eaton Corporation plc | 股票-工業 | 0.58% | -0.06% | +2.04% | |
| 34 | CSCO | Cisco Systems Inc | 股票-科技 | 0.57% | +0.28% | -2.80% | |
| 35 | LFUS | Littelfuse Inc | 股票-科技 | 0.55% | -0.07% | -13.54% | |
| 36 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.55% | -0.19% | +1.21% | |
| 37 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.55% | -0.01% | -13.19% | |
| 38 | VTV | Vanguard Value ETF | ETF-其他 | 0.54% | +0.01% | -0.30% | |
| 39 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.54% | +0.07% | +10.70% | |
| 40 | AMGN | Amgen Inc | 股票-醫療保健 | 0.52% | -0.08% | -23.82% | |
| 41 | SO | Southern Co/the | 股票-公用事業 | 0.49% | -0.01% | +53.12% | |
| 42 | C | Citigroup Inc | 股票-金融 | 0.49% | +0.10% | -10.76% | |
| 43 | KLAC | Kla CORP | 股票-科技 | 0.48% | +0.39% | -22.43% | |
| 44 | CHWY | Chewy Inc - Class A | 股票-循環性消費 | 0.48% | -0.02% | +220.74% | |
| 45 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.46% | +0.02% | -16.17% | |
| 46 | CRM | Salesforce Inc | 股票-科技 | 0.46% | -0.12% | +47.68% | |
| 47 | UYLD | Angel Oak Ultrashort Income | ETF-其他 | 0.45% | -0.01% | +11.46% | |
| 48 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.45% | — | +0.47% | |
| 49 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.44% | — | -3.10% | |
| 50 | BLK | Blackrock Inc | 股票-金融 | 0.44% | -0.10% | -3.79% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | DFAI | Dimensional International Co | +0.8% | +28.18% | 加碼 |
| 2 | XOM | Exxon Mobil CORP | +0.3% | -5.79% | 減碼 |
| 3 | CHWY | Chewy Inc - Class A | +0.3% | +220.74% | 加碼 |
| 4 | CVX | Chevron CORP | +0.2% | -11.92% | 減碼 |
| 5 | SO | Southern Co/the | +0.2% | +53.12% | 加碼 |
| 6 | MDLZ | Mondelez International Inc-a | +0.2% | +80.34% | 加碼 |
| 7 | WMT | Walmart Inc | +0.2% | -3.13% | 減碼 |
| 8 | AMZN | Amazon.com Inc | +0.2% | +17.97% | 加碼 |
| 9 | PB | Prosperity Bancshares Inc | +0.2% | +81.17% | 加碼 |
| 10 | PBR | Petroleo Brasileiro-spon Adr | +0.1% | +17.71% | 加碼 |
| 11 | ZBH | Zimmer Biomet Holdings Inc | +0.1% | +48.54% | 加碼 |
| 12 | COP | Conocophillips | +0.1% | -1.72% | 減碼 |
| 13 | GPC | Genuine Parts Co | +0.1% | +351.42% | 加碼 |
| 14 | COST | Costco Wholesale CORP | +0.1% | +1.45% | 加碼 |
| 15 | NKE | Nike Inc -cl B | +0.1% | +230.25% | 加碼 |
| 16 | CI | THE Cigna Group | +0.1% | +56.41% | 加碼 |
| 17 | JNJ | Johnson & Johnson | +0.1% | -5.75% | 減碼 |
| 18 | VGSH | Vanguard Short-term Treasury | +0.1% | +8.96% | 加碼 |
| 19 | EOG | Eog Resources Inc | +0.1% | -7.43% | 減碼 |
| 20 | CCI | Crown Castle Inc | +0.1% | +52.35% | 加碼 |
| 21 | CPT | Camden Property Trust | +0.1% | +72.18% | 加碼 |
| 22 | NFLX | Netflix Inc | +0.1% | +44.81% | 加碼 |
| 23 | LFUS | Littelfuse Inc | +0.1% | -13.54% | 減碼 |
| 24 | VONV | Vanguard Russell 1000 Value | +0.1% | +22.49% | 加碼 |
| 25 | ETN | Eaton Corporation plc | +0.1% | +2.04% | 加碼 |
| 26 | PEP | Pepsico Inc | +0.1% | +0.08% | 加碼 |
| 27 | VOO | Vanguard S&p 500 ETF | +0.1% | +10.37% | 加碼 |
| 28 | CUZ | Cousins Properties Inc | +0.1% | +155.31% | 加碼 |
| 29 | SSB | Southstate Bank CORP | +0.1% | +33.50% | 加碼 |
| 30 | NEE | Nextera Energy Inc | +0.1% | -8.09% | 減碼 |
| 31 | ACWX | Ishares Msci Acwi Ex US ETF | +0.1% | +94.80% | 加碼 |
| 32 | KEYS | Keysight Technologies In | +0.1% | +0.33% | 加碼 |
| 33 | APA | Apa CORP | +0.1% | +0.85% | 加碼 |
| 34 | FEOE | First Eagle Overseas Eq ETF | +0.1% | +114.87% | 加碼 |
| 35 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +10.70% | 加碼 |
| 36 | VXUS | Vanguard Total Intl Stock | +0.1% | +0.51% | 加碼 |
| 37 | LIN | Linde plc | +0.1% | +0.77% | 加碼 |
| 38 | UYLD | Angel Oak Ultrashort Income | +0.1% | +11.46% | 加碼 |
| 39 | DGX | Quest Diagnostics Inc | +0.1% | +0.82% | 加碼 |
| 40 | VEA | Vanguard Ftse Developed ETF | +0.1% | +6.86% | 加碼 |
| 41 | GVI | Ishares Intermediate Governm | +0.1% | +4.68% | 加碼 |
| 42 | CON | Concentra Group Holdings Par | +0.1% | +357.67% | 加碼 |
| 43 | EEM | Ishares Msci Emerging Market | +0.1% | +20.63% | 加碼 |
| 44 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +15.29% | 加碼 |
| 45 | KO | Coca-cola Co/the | +0.1% | +4.76% | 加碼 |
| 46 | MRK | Merck & Co. Inc. | +0.1% | -3.10% | 減碼 |
| 47 | SUB | Ishares Short-term National | +0.1% | +6.87% | 加碼 |
| 48 | SBCF | Seacoast Banking Corp/fl | 0% | +184.50% | 加碼 |
| 49 | SPGI | S&p Global Inc | 0% | +282.25% | 加碼 |
| 50 | PSX | Phillips 66 | 0% | -3.34% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，First National Bank Of Omaha 在 Q1 2026 季度的美股持倉總市值約為 US$35.5億，共申報了 497 個公開持股部位。
在 Q1 2026 季度，First National Bank Of Omaha 按市值排列的前三大核心持股分別為：DFAI (3.0%)、IVV (3.0%)、AAPL (2.9%)。其中最大持股部位 DFAI 佔據整體投資組合約 3.0% 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
INVH
市值: US$1035.2萬
本季最大獲利了結 / 清倉標的
IR
前期市值: US$363.5萬
在 Q1 2026 季度中，First National Bank Of Omaha 共進行了 200 項持倉異動，包含新建倉 13 個部位、加碼 75 個部位、減碼 103 個部位以及清倉 9 個部位。 其中最大新建倉標的為 INVH。 本季清倉部位包含 IR。
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。