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: 0001114618
申報總市值
US$101.3億
US$101.3億
684 檔
27.4%
截至 Q1 2026 季度末，Gateway Investment Advisers LLC 的美股持倉估值約為 US$101.3億，全數申報部位共有 684 檔。
在 Q1 2026，Gateway Investment Advisers LLC 展現出較為審慎的避險與獲利了結姿態。本季共減碼 135 個部位並完全清倉 15 檔持股，調降曝險的部位數量高於加碼動作。
整體而言，Gateway Investment Advisers LLC 的前 5 大持股（包含 NVDA, AAPL, MSFT）貢獻了組合市值的 27.4%，形成該機構在 Q1 2026 季度的基本面基石。
本季最大新建倉標的
EXR
市值: US$698.3萬
本季最大獲利了結 / 清倉標的
CMA
前期市值: US$450.1萬
僅顯示前 200 大持股（共 684 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 | NVDA | Nvidia CORP | 股票-科技 | 10.59% | -0.08% | -6.47% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 7.58% | +0.11% | -13.15% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 5.09% | -0.73% | -14.28% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.84% | -0.17% | -15.17% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.84% | -0.08% | -10.66% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.24% | -0.32% | -9.68% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 2.40% | +0.15% | -15.92% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.90% | -0.10% | -15.02% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.86% | -0.31% | -15.67% | |
| 10 | TSLA | Tesla Inc | 股票-循環性消費 | 1.79% | -0.01% | -13.49% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.53% | +0.18% | -22.54% | |
| 12 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.39% | +0.11% | -14.34% | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 1.33% | — | -15.10% | |
| 14 | XOM | Exxon Mobil CORP | 股票-能源 | 1.30% | -0.35% | -17.49% | |
| 15 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.17% | -0.15% | -16.28% | |
| 16 | CAT | Caterpillar Inc | 股票-工業 | 1.04% | -0.06% | -15.77% | |
| 17 | RTX | Rtx CORP | 股票-工業 | 1.01% | -0.14% | -14.18% | |
| 18 | WMT | Walmart Inc | 股票-非循環性消費 | 0.95% | -0.19% | -11.89% | |
| 19 | HD | Home Depot Inc | 股票-循環性消費 | 0.92% | -0.05% | -14.14% | |
| 20 | BAC | Bank Of America CORP | 股票-金融 | 0.91% | -0.09% | +1.51% | |
| 21 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.84% | -0.15% | -16.71% | |
| 22 | MS | Morgan Stanley | 股票-金融 | 0.82% | +0.10% | +1.22% | |
| 23 | NFLX | Netflix Inc | 股票-通訊服務 | 0.77% | -0.26% | -17.13% | |
| 24 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.77% | -0.01% | -15.52% | |
| 25 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.76% | -0.23% | -10.52% | |
| 26 | CSCO | Cisco Systems Inc | 股票-科技 | 0.75% | +0.08% | -16.95% | |
| 27 | CVX | Chevron CORP | 股票-能源 | 0.72% | -0.21% | -20.77% | |
| 28 | INSM | Insmed Inc | 股票-醫療保健 | 0.67% | -0.29% | — | |
| 29 | WFC | Wells Fargo & Co | 股票-金融 | 0.66% | -0.06% | +3.84% | |
| 30 | AMD | Advanced Micro Devices | 股票-科技 | 0.62% | +0.71% | -15.27% | |
| 31 | PH | Parker Hannifin CORP | 股票-工業 | 0.60% | -0.03% | -20.51% | |
| 32 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.60% | -0.05% | -17.36% | |
| 33 | MU | Micron Technology Inc | 股票-科技 | 0.57% | +1.27% | -19.68% | |
| 34 | AEP | American Electric Power | 股票-公用事業 | 0.55% | -0.04% | +0.55% | |
| 35 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.52% | -0.14% | +0.88% | |
| 36 | HON | Honeywell International Inc | 股票-工業 | 0.52% | -0.52% | EXIT | |
| 37 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.51% | -0.10% | -12.95% | |
| 38 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.51% | -0.04% | +0.78% | |
| 39 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.50% | +0.19% | -16.21% | |
| 40 | COP | Conocophillips | 股票-能源 | 0.50% | -0.15% | -16.05% | |
| 41 | ETN | Eaton Corporation plc | 股票-工業 | 0.50% | +0.03% | +1.16% | |
| 42 | HLT | Hilton Worldwide Holdings In | 股票-循環性消費 | 0.50% | -0.02% | +1.13% | |
| 43 | WM | Waste Management Inc | 股票-工業 | 0.50% | -0.08% | -16.30% | |
| 44 | ORCL | Oracle CORP | 股票-科技 | 0.48% | -0.05% | -17.05% | |
| 45 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.47% | -0.11% | +1.06% | |
| 46 | CMI | Cummins Inc | 股票-工業 | 0.47% | +0.08% | +0.58% | |
| 47 | AFL | Aflac Inc | 股票-金融 | 0.46% | -0.03% | -1.37% | |
| 48 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.46% | -0.10% | -17.06% | |
| 49 | AMGN | Amgen Inc | 股票-醫療保健 | 0.46% | -0.04% | -15.26% | |
| 50 | DE | Deere & Co | 股票-工業 | 0.45% | — | +0.72% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.5% | -6.47% | 減碼 |
| 2 | XOM | Exxon Mobil CORP | +0.4% | -17.49% | 減碼 |
| 3 | WDC | Western Digital CORP | +0.3% | +127.05% | 加碼 |
| 4 | IBM | Intl Business Machines CORP | +0.2% | +660.00% | 加碼 |
| 5 | CAT | Caterpillar Inc | +0.2% | -15.77% | 減碼 |
| 6 | SNDK | Sandisk CORP | +0.2% | +98.33% | 加碼 |
| 7 | CVX | Chevron CORP | +0.2% | -20.77% | 減碼 |
| 8 | LRCX | Lam Research CORP | +0.2% | +27.55% | 加碼 |
| 9 | GLW | Corning Inc | +0.2% | -11.76% | 減碼 |
| 10 | AEP | American Electric Power | +0.2% | +0.55% | 加碼 |
| 11 | TRGP | Targa Resources CORP | +0.1% | +1.02% | 加碼 |
| 12 | DE | Deere & Co | +0.1% | +0.72% | 加碼 |
| 13 | COP | Conocophillips | +0.1% | -16.05% | 減碼 |
| 14 | T | At&t Inc | +0.1% | +2.64% | 加碼 |
| 15 | KMB | Kimberly-clark CORP | +0.1% | +1216.89% | 加碼 |
| 16 | ETN | Eaton Corporation plc | +0.1% | +1.16% | 加碼 |
| 17 | COHR | Coherent CORP | +0.1% | +27.12% | 加碼 |
| 18 | GE | General Electric | +0.1% | +49.02% | 加碼 |
| 19 | ADI | Analog Devices Inc | +0.1% | +1.65% | 加碼 |
| 20 | PEP | Pepsico Inc | +0.1% | +0.88% | 加碼 |
| 21 | INTC | Intel CORP | +0.1% | +10.35% | 加碼 |
| 22 | CSX | Csx CORP | +0.1% | +0.52% | 加碼 |
| 23 | TXN | Texas Instruments Inc | +0.1% | -1.74% | 減碼 |
| 24 | HLT | Hilton Worldwide Holdings In | +0.1% | +1.13% | 加碼 |
| 25 | COST | Costco Wholesale CORP | +0.1% | -16.71% | 減碼 |
| 26 | LYB | LyondellBasell Industries N.V. | +0.1% | -15.24% | 減碼 |
| 27 | CMI | Cummins Inc | +0.1% | +0.58% | 加碼 |
| 28 | MS | Morgan Stanley | +0.1% | +1.22% | 加碼 |
| 29 | LNG | Cheniere Energy Inc | +0.1% | -1.81% | 減碼 |
| 30 | INSM | Insmed Inc | +0.1% | — | 不變 |
| 31 | ED | Consolidated Edison Inc | +0.1% | +5.16% | 加碼 |
| 32 | TER | Teradyne Inc | +0.1% | -24.72% | 減碼 |
| 33 | RTX | Rtx CORP | +0.1% | -14.18% | 減碼 |
| 34 | BAC | Bank Of America CORP | +0.1% | +1.51% | 加碼 |
| 35 | CAG | Conagra Brands Inc | +0.1% | +549.48% | 加碼 |
| 36 | MRK | Merck & Co. Inc. | +0.1% | -17.36% | 減碼 |
| 37 | MU | Micron Technology Inc | +0.1% | -19.68% | 減碼 |
| 38 | BF-B | Brown-forman Corp-class B | +0.1% | +987.30% | 加碼 |
| 39 | OKE | Oneok Inc | +0.1% | +0.57% | 加碼 |
| 40 | TGT | Target CORP | +0.1% | +2.44% | 加碼 |
| 41 | ODFL | Old Dominion Freight Line | +0.1% | -5.27% | 減碼 |
| 42 | SCCO | Southern Copper CORP | +0.1% | -7.30% | 減碼 |
| 43 | WFC | Wells Fargo & Co | 0% | +3.84% | 加碼 |
| 44 | AMGN | Amgen Inc | 0% | -15.26% | 減碼 |
| 45 | MRNA | Moderna Inc | 0% | +4.14% | 加碼 |
| 46 | COR | Cencora Inc | 0% | +0.31% | 加碼 |
| 47 | DOW | Dow Inc | 0% | -1.94% | 減碼 |
| 48 | BG | Bunge Global SA | 0% | -0.38% | 減碼 |
| 49 | AEE | Ameren Corporation | 0% | -15.38% | 減碼 |
| 50 | AON | Aon plc | 0% | +3.19% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Gateway Investment Advisers LLC 在 Q1 2026 季度的美股持倉總市值約為 US$101.3億，共申報了 684 個公開持股部位。
在 Q1 2026 季度，Gateway Investment Advisers LLC 按市值排列的前三大核心持股分別為：NVDA (10.6%)、AAPL (7.6%)、MSFT (5.1%)。其中最大持股部位 NVDA 佔據整體投資組合約 10.6% 的權重。
在 Q1 2026 季度中，Gateway Investment Advisers LLC 共進行了 199 項持倉異動，包含新建倉 5 個部位、加碼 44 個部位、減碼 135 個部位以及清倉 15 個部位。 其中最大新建倉標的為 EXR。 本季清倉部位包含 CMA。
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。