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: 0002016110
申報總市值
US$2.5億
US$2.5億
117 檔
21.5%
在 Q1 2026 申報期間，Fox Hill Wealth Management（CIK: 0002016110）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$2.5億，共持有 117 個公開申報部位。
Fox Hill Wealth Management 於 Q1 2026 展現出進攻型調倉步調，本季推動了 10 檔股票的新建倉與 51 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，Fox Hill Wealth Management 的前 5 大核心持股（包含 MSFT, NVDA, AAPL 等）合計佔整體申報市值的 21.5%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | 7.76% | -1.17% | +3.46% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.89% | -0.08% | +3.53% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 5.14% | — | -0.12% | |
| 4 | LLY | Eli Lilly & Co | 股票-醫療保健 | 4.15% | +0.47% | -0.20% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.89% | -0.13% | +4.92% | |
| 6 | PANW | Palo Alto Networks Inc | 股票-科技 | 2.29% | +1.62% | +12.96% | |
| 7 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 2.27% | -0.78% | +1.12% | |
| 8 | GS | Goldman Sachs Group Inc | 股票-金融 | 2.07% | +0.03% | -1.49% | |
| 9 | TJX | Tjx Companies Inc | 股票-循環性消費 | 2.06% | -0.38% | -1.33% | |
| 10 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.99% | -0.60% | -47.08% | |
| 11 | ANET | Arista Networks Inc | 股票-科技 | 1.98% | +0.30% | +0.08% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.89% | -0.25% | -2.61% | |
| 13 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.88% | — | -0.64% | |
| 14 | DUK | Duke Energy CORP | 股票-公用事業 | 1.86% | -0.33% | +1.58% | |
| 15 | CAT | Caterpillar Inc | 股票-工業 | 1.75% | +2.45% | +27.26% | |
| 16 | HWM | Howmet Aerospace Inc | 股票-工業 | 1.71% | -0.08% | -1.06% | |
| 17 | TEVA | Teva Pharmaceutical-sp Adr | 股票-醫療保健 | 1.59% | -1.59% | EXIT | |
| 18 | DG | Dollar General CORP | 股票-非循環性消費 | 1.47% | -1.47% | EXIT | |
| 19 | LMT | Lockheed Martin CORP | 股票-工業 | 1.45% | -0.43% | +3.10% | |
| 20 | RTX | Rtx CORP | 股票-工業 | 1.43% | -0.12% | +61.16% | |
| 21 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 1.39% | -0.24% | +9.62% | |
| 22 | NOC | Northrop Grumman CORP | 股票-工業 | 1.36% | -0.86% | +8.48% | |
| 23 | NSC | Norfolk Southern CORP | 股票-工業 | 1.35% | -0.11% | -0.06% | |
| 24 | ETR | Entergy CORP | 股票-公用事業 | 1.29% | -0.18% | -3.94% | |
| 25 | CNM | Core & Main Inc-class A | 股票-工業 | 1.29% | -0.09% | +0.75% | |
| 26 | WMT | Walmart Inc | 股票-非循環性消費 | 1.29% | -0.37% | +0.83% | |
| 27 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.24% | -0.27% | -1.86% | |
| 28 | NI | Nisource Inc | 股票-公用事業 | 1.22% | -0.16% | -0.76% | |
| 29 | NFLX | Netflix Inc | 股票-通訊服務 | 1.18% | -0.45% | -0.57% | |
| 30 | VST | Vistra CORP | 股票-公用事業 | 1.15% | -0.10% | +0.95% | |
| 31 | MU | Micron Technology Inc | 股票-科技 | 1.10% | +2.54% | — | |
| 32 | VMC | Vulcan Materials Co | 股票-原物料 | 1.09% | -1.09% | EXIT | |
| 33 | GLW | Corning Inc | 股票-科技 | 1.08% | +0.74% | +141.23% | |
| 34 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.08% | -0.17% | -1.82% | |
| 35 | AEE | Ameren Corporation | 股票-公用事業 | 1.06% | -0.12% | -0.59% | |
| 36 | WEC | Wec Energy Group Inc | 股票-公用事業 | 1.01% | -0.12% | +1.05% | |
| 37 | POR | Portland General Electric Co | 股票-公用事業 | 1.00% | -0.13% | +0.19% | |
| 38 | PEG | Public Service Enterprise Gp | 股票-公用事業 | 0.91% | -0.11% | +1.07% | |
| 39 | HOOD | Robinhood Markets Inc - A | 股票-金融 | 0.90% | -0.90% | EXIT | |
| 40 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.90% | +0.03% | +0.53% | |
| 41 | ORCL | Oracle CORP | 股票-科技 | 0.87% | -0.12% | +0.11% | |
| 42 | PCG | P G & E CORP | 股票-公用事業 | 0.85% | -0.12% | +0.27% | |
| 43 | GEV | GE Vernova Inc | 股票-工業 | 0.85% | +0.19% | +1.30% | |
| 44 | SLV | Ishares Silver Trust | ETF-避險與商品 | 0.80% | -0.29% | -64.52% | |
| 45 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.79% | -0.21% | +0.23% | |
| 46 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.77% | -0.10% | -0.14% | |
| 47 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 0.77% | +0.32% | -0.19% | |
| 48 | AVGO | Broadcom Inc | 股票-科技 | 0.74% | +0.16% | +6.18% | |
| 49 | XOM | Exxon Mobil CORP | 股票-能源 | 0.72% | -0.72% | EXIT | |
| 50 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.72% | +0.13% | +0.54% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GLW | Corning Inc | +0.8% | +141.23% | 加碼 |
| 2 | CAT | Caterpillar Inc | +0.7% | +27.26% | 加碼 |
| 3 | RTX | Rtx CORP | +0.6% | +61.16% | 加碼 |
| 4 | LMT | Lockheed Martin CORP | +0.4% | +3.10% | 加碼 |
| 5 | NOC | Northrop Grumman CORP | +0.3% | +8.48% | 加碼 |
| 6 | DUK | Duke Energy CORP | +0.3% | +1.58% | 加碼 |
| 7 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.3% | +9.62% | 加碼 |
| 8 | GEV | GE Vernova Inc | +0.2% | +1.30% | 加碼 |
| 9 | XOM | Exxon Mobil CORP | +0.2% | -0.76% | 減碼 |
| 10 | ETR | Entergy CORP | +0.2% | -3.94% | 減碼 |
| 11 | HWM | Howmet Aerospace Inc | +0.2% | -1.06% | 減碼 |
| 12 | COST | Costco Wholesale CORP | +0.2% | -1.86% | 減碼 |
| 13 | WMT | Walmart Inc | +0.2% | +0.83% | 加碼 |
| 14 | DVA | Davita Inc | +0.2% | +0.12% | 加碼 |
| 15 | NEE | Nextera Energy Inc | +0.2% | -1.82% | 減碼 |
| 16 | NI | Nisource Inc | +0.2% | -0.76% | 減碼 |
| 17 | CVX | Chevron CORP | +0.1% | +7.17% | 加碼 |
| 18 | INTC | Intel CORP | +0.1% | -0.85% | 減碼 |
| 19 | WEC | Wec Energy Group Inc | +0.1% | +1.05% | 加碼 |
| 20 | ITA | Ishares U.s. Aerospace & Def | +0.1% | +60.97% | 加碼 |
| 21 | POR | Portland General Electric Co | +0.1% | +0.19% | 加碼 |
| 22 | AEE | Ameren Corporation | +0.1% | -0.59% | 減碼 |
| 23 | TJX | Tjx Companies Inc | +0.1% | -1.33% | 減碼 |
| 24 | OXY | Occidental Petroleum CORP | +0.1% | +0.12% | 加碼 |
| 25 | ASTS | Ast Spacemobile Inc | +0.1% | +0.92% | 加碼 |
| 26 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +0.54% | 加碼 |
| 27 | PCG | P G & E CORP | +0.1% | +0.27% | 加碼 |
| 28 | ASML | ASML Holding N.V. | +0.1% | +36.59% | 加碼 |
| 29 | DOG | Proshares Short Dow30 | +0.1% | +44.04% | 加碼 |
| 30 | DVY | Ishares Select Dividend ETF | +0.1% | -0.14% | 減碼 |
| 31 | SMH | Vaneck Semiconductor ETF | +0.1% | -0.19% | 減碼 |
| 32 | SU | Suncor Energy Inc | +0.1% | -0.27% | 減碼 |
| 33 | XLE | Ss Energy Select Sector | +0.1% | -0.95% | 減碼 |
| 34 | IGF | Ishares Global Infrastructur | +0.1% | +0.09% | 加碼 |
| 35 | NFLX | Netflix Inc | +0.1% | -0.57% | 減碼 |
| 36 | PEG | Public Service Enterprise Gp | +0.1% | +1.07% | 加碼 |
| 37 | PANW | Palo Alto Networks Inc | 0% | +12.96% | 加碼 |
| 38 | XME | Ss Spdr S&p Metals Mining | 0% | +0.05% | 加碼 |
| 39 | MCD | Mcdonald's CORP | 0% | +0.23% | 加碼 |
| 40 | NSC | Norfolk Southern CORP | 0% | -0.06% | 減碼 |
| 41 | LITE 0.5 12-15-26債券 | Lumentum Holdings Inc | 0% | — | 不變 |
| 42 | KO | Coca-cola Co/the | 0% | -1.33% | 減碼 |
| 43 | MCK | Mckesson CORP | 0% | -0.28% | 減碼 |
| 44 | PSQ | Proshares Short Qqq | 0% | +7.90% | 加碼 |
| 45 | SHLD | Global X Defense Tech ETF | 0% | +2.45% | 加碼 |
| 46 | FTNT | Fortinet Inc | 0% | -1.42% | 減碼 |
| 47 | NVDA | Nvidia CORP | 0% | +3.53% | 加碼 |
| 48 | TIP | Ishares Tips Bond ETF | 0% | -2.51% | 減碼 |
| 49 | AVIV | Avantis Int Lrg Cap Val ETF | 0% | -1.41% | 減碼 |
| 50 | LH | Labcorp Holdings Inc | 0% | — | 不變 |
根據 SEC 官方 Form 13F 申報備案，Fox Hill Wealth Management 在 Q1 2026 季度的美股持倉總市值約為 US$2.5億，共申報了 117 個公開持股部位。
在 Q1 2026 季度，Fox Hill Wealth Management 按市值排列的前三大核心持股分別為：MSFT (7.8%)、NVDA (5.9%)、AAPL (5.1%)。其中最大持股部位 MSFT 佔據整體投資組合約 7.8% 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
DG
市值: US$305.0萬
本季最大獲利了結 / 清倉標的
APH
前期市值: US$456.0萬
在 Q1 2026 季度中，Fox Hill Wealth Management 共進行了 108 項持倉異動，包含新建倉 10 個部位、加碼 51 個部位、減碼 40 個部位以及清倉 7 個部位。 其中最大新建倉標的為 DG。 本季清倉部位包含 APH。
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。