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: 0001010873
申報總市值
US$17.9億
US$17.9億
237 檔
29.6%
截至 Q1 2026 季度末，Franklin Street Advisors Inc /nc 的美股持倉估值約為 US$17.9億，全數申報部位共有 237 檔。
Franklin Street Advisors Inc /nc 在 Q1 2026 的調整主要集中於風險出清，清倉與減碼部位合計達 92 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
整體而言，Franklin Street Advisors Inc /nc 的前 5 大持股（包含 , NVDA, AAPL）貢獻了組合市值的 29.6%，形成該機構在 Q1 2026 季度的基本面基石。
僅顯示前 200 大持股（共 237 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 | ✓ | 股票-其他 | 7.45% | -0.15% | -2.04% | ||
| 2 | NVDA | Nvidia CORP | 股票-科技 | 7.45% | — | — | |
| 3 | AAPL | Apple Inc | 股票-科技 | 6.55% | -0.03% | -2.91% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 5.84% | -0.45% | +15.25% | |
| 5 | ✓ | 股票-其他 | 5.23% | -0.11% | -7.55% | ||
| 6 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 5.23% | — | — | |
| 7 | ✓ | 股票-其他 | 4.46% | +0.19% | +28.14% | ||
| 8 | AVGO | Broadcom Inc | 股票-科技 | 4.46% | — | — | |
| 9 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.43% | +0.06% | +1.62% | |
| 10 | ✓ | 股票-其他 | 3.11% | -1.13% | +0.18% | ||
| 11 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.11% | — | — | |
| 12 | ✓ | 股票-其他 | 3.08% | -0.31% | +5.77% | ||
| 13 | GS | Goldman Sachs Group Inc | 股票-金融 | 3.08% | — | — | |
| 14 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 2.82% | -0.48% | -9.47% | |
| 15 | ✓ | 股票-其他 | 2.59% | +0.23% | -2.14% | ||
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.59% | — | — | |
| 17 | ABBV | Abbvie Inc | 股票-醫療保健 | 2.39% | +0.16% | -2.02% | |
| 18 | ✓ | 股票-其他 | 2.32% | -0.22% | -4.58% | ||
| 19 | RTX | Rtx CORP | 股票-工業 | 2.32% | — | — | |
| 20 | CME | Cme Group Inc | 股票-金融 | 2.15% | -0.77% | +4.09% | |
| 21 | ✓ | 股票-其他 | 2.07% | -0.18% | +2.37% | ||
| 22 | BLK | Blackrock Inc | 股票-金融 | 2.07% | — | — | |
| 23 | TJX | Tjx Companies Inc | 股票-循環性消費 | 2.05% | -0.39% | -6.09% | |
| 24 | ✓ | 股票-其他 | 1.97% | -0.65% | -8.40% | ||
| 25 | CG | Carlyle Group Inc/the | 股票-金融 | 1.97% | — | — | |
| 26 | ✓ | 股票-其他 | 1.81% | -0.50% | +13.70% | ||
| 27 | ORCL | Oracle CORP | 股票-科技 | 1.81% | — | — | |
| 28 | XOM | Exxon Mobil CORP | 股票-能源 | 1.57% | -0.41% | -4.27% | |
| 29 | ✓ | 股票-其他 | 1.57% | -0.12% | +2.56% | ||
| 30 | LIN | Linde plc | 股票-原物料 | 1.57% | — | — | |
| 31 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.52% | -0.40% | -17.31% | |
| 32 | MLM | Martin Marietta Materials | 股票-原物料 | 1.48% | -0.51% | +7.41% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.43% | +0.12% | -2.88% | |
| 34 | AFL | Aflac Inc | 股票-金融 | 1.38% | -0.04% | -9.69% | |
| 35 | DASH | Doordash Inc - A | 股票-循環性消費 | 1.36% | -0.07% | +1.15% | |
| 36 | ✓ | 股票-其他 | 1.33% | +0.44% | — | ||
| 37 | GEV | GE Vernova Inc | 股票-工業 | 1.33% | — | — | |
| 38 | AXP | American Express Co | 股票-金融 | 1.27% | +0.18% | -19.59% | |
| 39 | ✓ | 股票-其他 | 1.23% | -0.19% | -3.25% | ||
| 40 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.23% | — | — | |
| 41 | WMT | Walmart Inc | 股票-非循環性消費 | 1.19% | -0.27% | -9.29% | |
| 42 | ✓ | 股票-其他 | 1.08% | -0.73% | +119.80% | ||
| 43 | SHOP | Shopify Inc - Class A | 股票-科技 | 1.08% | — | — | |
| 44 | ✓ | 股票-其他 | 1.05% | +0.11% | -40.63% | ||
| 45 | ETN | Eaton Corporation plc | 股票-工業 | 1.05% | — | — | |
| 46 | CTAS | Cintas CORP | 股票-工業 | 1.04% | -1.04% | EXIT | |
| 47 | ✓ | 股票-其他 | 1.04% | +0.04% | +42.20% | ||
| 48 | IQV | Iqvia Holdings Inc | 股票-醫療保健 | 1.04% | — | — | |
| 49 | ✓ | 股票-其他 | 1.01% | -0.02% | -3.65% | ||
| 50 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.01% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ✓ | +0.8% | +28.14% | 加碼 | |
| 2 | BA | Boeing Co/the | +0.8% | +4669.21% | 加碼 |
| 3 | XOM | Exxon Mobil CORP | +0.5% | -4.27% | 減碼 |
| 4 | ✓ | +0.5% | +119.80% | 加碼 | |
| 5 | CAT | Caterpillar Inc | +0.4% | +130.69% | 加碼 |
| 6 | PG | Procter & Gamble Co/the | +0.4% | +76.14% | 加碼 |
| 7 | CME | Cme Group Inc | +0.4% | +4.09% | 加碼 |
| 8 | ✓ | +0.4% | +2.56% | 加碼 | |
| 9 | ✓ | +0.3% | +5.77% | 加碼 | |
| 10 | ✓ | +0.2% | -3.25% | 減碼 | |
| 11 | ✓ | +0.2% | -4.58% | 減碼 | |
| 12 | ✓ | +0.2% | +0.86% | 加碼 | |
| 13 | ✓ | +0.2% | -3.65% | 減碼 | |
| 14 | ✓ | +0.1% | +42.20% | 加碼 | |
| 15 | MLM | Martin Marietta Materials | +0.1% | +7.41% | 加碼 |
| 16 | ✓ | +0.1% | +2.68% | 加碼 | |
| 17 | MCD | Mcdonald's CORP | +0.1% | +9.68% | 加碼 |
| 18 | TJX | Tjx Companies Inc | +0.1% | -6.09% | 減碼 |
| 19 | UPS | United Parcel Service-cl B | +0.1% | +8.98% | 加碼 |
| 20 | WMT | Walmart Inc | +0.1% | -9.29% | 減碼 |
| 21 | DLR | Digital Realty Trust Inc | +0.1% | -9.20% | 減碼 |
| 22 | CVX | Chevron CORP | +0.1% | -4.06% | 減碼 |
| 23 | JNJ | Johnson & Johnson | +0.1% | -0.13% | 減碼 |
| 24 | ✓ | 0% | — | 不變 | |
| 25 | TXN | Texas Instruments Inc | 0% | +0.07% | 加碼 |
| 26 | ✓ | 0% | +0.15% | 加碼 | |
| 27 | CSCO | Cisco Systems Inc | 0% | -2.74% | 減碼 |
| 28 | LOW | Lowe's Cos Inc | 0% | -2.02% | 減碼 |
| 29 | ✓ | 0% | — | 不變 | |
| 30 | PNC | Pnc Financial Services Group | 0% | +81.13% | 加碼 |
| 31 | HON | Honeywell International Inc | 0% | — | 不變 |
| 32 | DVY | Ishares Select Dividend ETF | 0% | — | 不變 |
| 33 | ✓ | 0% | — | 不變 | |
| 34 | ✓ | 0% | -1.58% | 減碼 | |
| 35 | AMAT | Applied Materials Inc | 0% | -13.42% | 減碼 |
| 36 | ABBV | Abbvie Inc | 0% | -2.02% | 減碼 |
| 37 | HUN | Huntsman CORP | 0% | — | 不變 |
| 38 | PTGX | Protagonist Therapeutics Inc | 0% | -1.90% | 減碼 |
| 39 | PFE | Pfizer Inc | 0% | +0.54% | 加碼 |
| 40 | RY | Royal Bank Of Canada | 0% | +0.06% | 加碼 |
| 41 | GILD | Gilead Sciences Inc | 0% | +0.32% | 加碼 |
| 42 | ✓ | 0% | -2.44% | 減碼 | |
| 43 | GLW | Corning Inc | 0% | -8.77% | 減碼 |
| 44 | ✓ | 0% | +56.46% | 加碼 | |
| 45 | ✓ | 0% | -2.57% | 減碼 | |
| 46 | ✓ | 0% | — | 不變 | |
| 47 | SCHW | Schwab (charles) CORP | 0% | -0.44% | 減碼 |
| 48 | AEP | American Electric Power | 0% | +0.69% | 加碼 |
| 49 | AMGN | Amgen Inc | 0% | -0.15% | 減碼 |
| 50 | MU | Micron Technology Inc | 0% | — | 不變 |
根據 SEC 官方 Form 13F 申報備案，Franklin Street Advisors Inc /nc 在 Q1 2026 季度的美股持倉總市值約為 US$17.9億，共申報了 237 個公開持股部位。
在 Q1 2026 季度，Franklin Street Advisors Inc /nc 按市值排列的前三大核心持股分別為： (7.5%)、NVDA (7.5%)、AAPL (6.5%)。其中最大持股部位 佔據整體投資組合約 7.5% 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
市值: US$2170.4萬
本季最大獲利了結 / 清倉標的
ARM
前期市值: US$1367.1萬
在 Q1 2026 季度中，Franklin Street Advisors Inc /nc 共進行了 139 項持倉異動，包含新建倉 10 個部位、加碼 37 個部位、減碼 81 個部位以及清倉 11 個部位。 其中最大新建倉標的為 。 本季清倉部位包含 ARM。
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。