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: 0001009016
申報總市值
US$198.9億
US$198.9億
418 檔
17.4%
在 Q1 2026 申報期間，Fort Washington Investment Advisors Inc /oh/（CIK: 0001009016）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$198.9億，共持有 418 個公開申報部位。
Fort Washington Investment Advisors Inc /oh/ 於 Q1 2026 展現出進攻型調倉步調，本季推動了 11 檔股票的新建倉與 117 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。
從部位權重觀察，前 5 大標的（包含 MSFT, GOOG, CTAS）累計市值佔比達 17.4%，是驅動 Fort Washington Investment Advisors Inc /oh/ 該季度整體投資組合績效表現的核心支柱。
本季最大新建倉標的
PLD
市值: US$2806.8萬
本季最大獲利了結 / 清倉標的
CIEN
前期市值: US$2897.5萬
僅顯示前 200 大持股（共 418 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 | MSFT | Microsoft CORP | 股票-科技 | 4.45% | -0.26% | +1.65% | |
| 2 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 4.08% | +0.45% | -1.91% | |
| 3 | CTAS | Cintas CORP | 股票-工業 | 3.98% | -0.34% | — | |
| 4 | AAPL | Apple Inc | 股票-科技 | 3.71% | — | -1.69% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.91% | -0.27% | -0.17% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 2.64% | +0.14% | +2.58% | |
| 7 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.46% | +0.27% | +0.27% | |
| 8 | XOM | Exxon Mobil CORP | 股票-能源 | 2.00% | -0.65% | +2.09% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.98% | +0.08% | +5.30% | |
| 10 | BAC | Bank Of America CORP | 股票-金融 | 1.56% | +0.09% | -0.06% | |
| 11 | FITB | Fifth Third Bancorp | 股票-金融 | 1.44% | +0.15% | -0.07% | |
| 12 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.44% | -0.23% | -29.06% | |
| 13 | PM | Philip Morris International | 股票-非循環性消費 | 1.41% | -0.12% | +1.46% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 1.40% | +0.12% | +2.05% | |
| 15 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.32% | -0.14% | +1.36% | |
| 16 | CINF | Cincinnati Financial CORP | 股票-金融 | 1.30% | +0.09% | -0.02% | |
| 17 | MDT | Medtronic plc | 股票-醫療保健 | 1.25% | -0.22% | -0.12% | |
| 18 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.22% | +0.35% | -0.04% | |
| 19 | TXN | Texas Instruments Inc | 股票-科技 | 1.11% | -0.31% | -1.62% | |
| 20 | ORCL | Oracle CORP | 股票-科技 | 1.02% | -0.10% | +1.01% | |
| 21 | AVGO | Broadcom Inc | 股票-科技 | 0.99% | +0.40% | +32.83% | |
| 22 | DE | Deere & Co | 股票-工業 | 0.90% | +0.03% | +2.12% | |
| 23 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.90% | -0.52% | -22.53% | |
| 24 | CRM | Salesforce Inc | 股票-科技 | 0.88% | -0.17% | +1.36% | |
| 25 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.87% | -0.20% | -4.41% | |
| 26 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 0.85% | -0.01% | +3.20% | |
| 27 | MKL | Markel Group Inc | 股票-金融 | 0.84% | -0.04% | +0.11% | |
| 28 | AMAT | Applied Materials Inc | 股票-科技 | 0.84% | +0.78% | -6.92% | |
| 29 | BA | Boeing Co/the | 股票-工業 | 0.83% | -0.01% | +0.40% | |
| 30 | SIO | Touchstone Strtg In Etf-iusd | ETF-其他 | 0.81% | -0.06% | +0.45% | |
| 31 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.71% | +0.29% | +1.58% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.71% | -0.07% | -5.25% | |
| 33 | JLL | Jones Lang Lasalle Inc | 股票-房地產 | 0.68% | -0.05% | +0.05% | |
| 34 | ABNB | Airbnb Inc-class A | 股票-循環性消費 | 0.67% | +0.02% | +0.04% | |
| 35 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.65% | -0.12% | +2.25% | |
| 36 | SMMD | Ishares Russell 2500 ETF | ETF-其他 | 0.64% | +0.05% | — | |
| 37 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.61% | -0.02% | +9.35% | |
| 38 | CVX | Chevron CORP | 股票-能源 | 0.59% | -0.19% | +5.62% | |
| 39 | LPLA | Lpl Financial Holdings Inc | 股票-金融 | 0.58% | -0.09% | +38.47% | |
| 40 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.57% | -0.02% | +11.01% | |
| 41 | IFF | Intl Flavors & Fragrances | 股票-原物料 | 0.57% | — | +2.72% | |
| 42 | SSNC | Ss&c Technologies Holdings | 股票-科技 | 0.57% | -0.41% | -11.39% | |
| 43 | SWK | Stanley Black & Decker Inc | 股票-工業 | 0.56% | +0.10% | -8.34% | |
| 44 | TSEC | Touchstone Securitized Inc | ETF-其他 | 0.56% | -0.05% | +0.65% | |
| 45 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.51% | +0.01% | +3.12% | |
| 46 | CSCO | Cisco Systems Inc | 股票-科技 | 0.49% | +0.08% | +4.39% | |
| 47 | LVS | Las Vegas Sands CORP | 股票-循環性消費 | 0.47% | -0.06% | +1.76% | |
| 48 | HCA | Hca Healthcare Inc | 股票-醫療保健 | 0.45% | -0.11% | -7.69% | |
| 49 | HD | Home Depot Inc | 股票-循環性消費 | 0.45% | -0.01% | +5.51% | |
| 50 | MNST | Monster Beverage CORP | 股票-非循環性消費 | 0.44% | +0.06% | -7.37% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +0.7% | +2.09% | 加碼 |
| 2 | CVX | Chevron CORP | +0.2% | +5.62% | 加碼 |
| 3 | DE | Deere & Co | +0.2% | +2.12% | 加碼 |
| 4 | AMAT | Applied Materials Inc | +0.2% | -6.92% | 減碼 |
| 5 | AVGO | Broadcom Inc | +0.2% | +32.83% | 加碼 |
| 6 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | -0.04% | 減碼 |
| 7 | TXN | Texas Instruments Inc | +0.1% | -1.62% | 減碼 |
| 8 | VZ | Verizon Communications Inc | +0.1% | +4.46% | 加碼 |
| 9 | PM | Philip Morris International | +0.1% | +1.46% | 加碼 |
| 10 | VLO | Valero Energy CORP | +0.1% | +4.17% | 加碼 |
| 11 | LOPE | Grand Canyon Education Inc | +0.1% | +61.17% | 加碼 |
| 12 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +61.27% | 加碼 |
| 13 | KLAC | Kla CORP | +0.1% | +4.99% | 加碼 |
| 14 | LPLA | Lpl Financial Holdings Inc | +0.1% | +38.47% | 加碼 |
| 15 | KMI | Kinder Morgan, Inc. | +0.1% | +4.93% | 加碼 |
| 16 | ADI | Analog Devices Inc | +0.1% | +5.60% | 加碼 |
| 17 | MRK | Merck & Co. Inc. | +0.1% | +4.94% | 加碼 |
| 18 | BMY | Bristol-myers Squibb Co | +0.1% | -4.41% | 減碼 |
| 19 | PSX | Phillips 66 | +0.1% | +4.28% | 加碼 |
| 20 | ETR | Entergy CORP | +0.1% | +4.32% | 加碼 |
| 21 | T | At&t Inc | +0.1% | +5.27% | 加碼 |
| 22 | VTWO | Vanguard Russell 2000 ETF | +0.1% | +37.57% | 加碼 |
| 23 | NEE | Nextera Energy Inc | +0.1% | +4.69% | 加碼 |
| 24 | PG | Procter & Gamble Co/the | +0.1% | +9.35% | 加碼 |
| 25 | LIN | Linde plc | +0.1% | +5.31% | 加碼 |
| 26 | MU | Micron Technology Inc | +0.1% | +2.36% | 加碼 |
| 27 | RAMP | Liveramp Holdings Inc | +0.1% | +37.00% | 加碼 |
| 28 | IFF | Intl Flavors & Fragrances | +0.1% | +2.72% | 加碼 |
| 29 | TDW | Tidewater Inc | +0.1% | -7.74% | 減碼 |
| 30 | AEIS | Advanced Energy Industries | +0.1% | +5.37% | 加碼 |
| 31 | SSB | Southstate Bank CORP | +0.1% | +55.37% | 加碼 |
| 32 | TGT | Target CORP | +0.1% | +4.32% | 加碼 |
| 33 | HOMB | Home Bancshares Inc | +0.1% | +52.28% | 加碼 |
| 34 | DUK | Duke Energy CORP | +0.1% | +4.25% | 加碼 |
| 35 | PFE | Pfizer Inc | +0.1% | +5.31% | 加碼 |
| 36 | LMT | Lockheed Martin CORP | +0.1% | -7.18% | 減碼 |
| 37 | SO | Southern Co/the | +0.1% | +3.81% | 加碼 |
| 38 | ITT | Itt Inc | +0.1% | +29.33% | 加碼 |
| 39 | Q | Qnity Electronics Inc | +0.1% | +3.65% | 加碼 |
| 40 | WAY | Waystar Holding CORP | +0.1% | +91.70% | 加碼 |
| 41 | AUB | Atlantic Union Bankshares Co | +0.1% | +36.82% | 加碼 |
| 42 | APD | Air Products & Chemicals Inc | +0.1% | +5.61% | 加碼 |
| 43 | PEP | Pepsico Inc | +0.1% | +5.38% | 加碼 |
| 44 | FFBC | First Financial Bancorp | +0.1% | — | 不變 |
| 45 | ONTO | Onto Innovation Inc | +0.1% | -0.36% | 減碼 |
| 46 | RRX | Regal Rexnord CORP | 0% | +0.34% | 加碼 |
| 47 | LRN | Stride Inc | 0% | -4.04% | 減碼 |
| 48 | CROX | Crocs Inc | 0% | +33.58% | 加碼 |
| 49 | CAT | Caterpillar Inc | 0% | -12.59% | 減碼 |
| 50 | FND | Floor & Decor Holdings Inc-a | 0% | +48.03% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Fort Washington Investment Advisors Inc /oh/ 在 Q1 2026 季度的美股持倉總市值約為 US$198.9億，共申報了 418 個公開持股部位。
在 Q1 2026 季度，Fort Washington Investment Advisors Inc /oh/ 按市值排列的前三大核心持股分別為：MSFT (4.5%)、GOOG (4.1%)、CTAS (4.0%)。其中最大持股部位 MSFT 佔據整體投資組合約 4.5% 的權重。
在 Q1 2026 季度中，Fort Washington Investment Advisors Inc /oh/ 共進行了 195 項持倉異動，包含新建倉 11 個部位、加碼 117 個部位、減碼 64 個部位以及清倉 3 個部位。 其中最大新建倉標的為 PLD。 本季清倉部位包含 CIEN。
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。