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$110.3億
US$110.3億
779 檔
27.5%
Q2 2026 季度申報顯示，Gateway Investment Advisers LLC 揭露的美股組合總市值為 US$110.3億，涵蓋 779 個不同之權益投資部位。
在 Q2 2026，Gateway Investment Advisers LLC 操作展現出積極擴展與加碼意向。本季共新建倉 26 個新部位，並對 83 個既有持股進行加碼（合計增持 109 檔），相較減碼與清倉部位顯著佔優。
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 27.5%，形成該機構在 Q2 2026 季度的基本面基石。
本季最大新建倉標的
市值: US$2267.7萬
本季最大獲利了結 / 清倉標的
HON
前期市值: US$4638.0萬
僅顯示前 200 大持股（共 779 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 | 10.51% | +1.14% | -2.33% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 7.69% | +1.08% | +0.43% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.36% | +1.20% | -4.06% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.76% | -0.36% | -10.28% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.67% | -0.11% | -5.73% | |
| 6 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.92% | +0.54% | +3.38% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 2.55% | -0.13% | -1.79% | |
| 8 | MU | Micron Technology Inc | 股票-科技 | 1.84% | -0.20% | +6.39% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.80% | -0.12% | -3.87% | |
| 10 | TSLA | Tesla Inc | 股票-循環性消費 | 1.78% | -0.43% | -0.66% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.71% | -0.09% | +1.71% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.55% | -0.23% | -10.13% | |
| 13 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.50% | -0.18% | -6.52% | |
| 14 | AMD | Advanced Micro Devices | 股票-科技 | 1.33% | -0.01% | -15.25% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 1.33% | — | -0.15% | |
| 16 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.02% | +0.01% | -4.98% | |
| 17 | LRCX | Lam Research CORP | 股票-科技 | 0.99% | -0.34% | +76.62% | |
| 18 | CAT | Caterpillar Inc | 股票-工業 | 0.98% | -0.27% | -29.64% | |
| 19 | XOM | Exxon Mobil CORP | 股票-能源 | 0.95% | -0.95% | EXIT | |
| 20 | MS | Morgan Stanley | 股票-金融 | 0.92% | -0.16% | +0.10% | |
| 21 | INTC | Intel CORP | 股票-科技 | 0.91% | -0.14% | +12.10% | |
| 22 | HD | Home Depot Inc | 股票-循環性消費 | 0.87% | -0.22% | +0.60% | |
| 23 | RTX | Rtx CORP | 股票-工業 | 0.87% | -0.07% | -1.03% | |
| 24 | CSCO | Cisco Systems Inc | 股票-科技 | 0.83% | -0.12% | -17.60% | |
| 25 | BAC | Bank Of America CORP | 股票-金融 | 0.82% | -0.11% | -12.38% | |
| 26 | WMT | Walmart Inc | 股票-非循環性消費 | 0.76% | -0.10% | -0.59% | |
| 27 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.76% | -0.08% | -4.31% | |
| 28 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.69% | -0.04% | -0.07% | |
| 29 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.69% | -0.12% | +0.01% | |
| 30 | WDC | Western Digital CORP | 股票-科技 | 0.68% | -0.23% | +1.61% | |
| 31 | SNDK | Sandisk CORP | 股票-科技 | 0.62% | -0.17% | +2.58% | |
| 32 | TXN | Texas Instruments Inc | 股票-科技 | 0.60% | -0.06% | +0.30% | |
| 33 | WFC | Wells Fargo & Co | 股票-金融 | 0.60% | -0.03% | -2.36% | |
| 34 | PH | Parker Hannifin CORP | 股票-工業 | 0.57% | -0.05% | -1.16% | |
| 35 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.55% | +0.03% | -2.43% | |
| 36 | CMI | Cummins Inc | 股票-工業 | 0.55% | -0.19% | -0.24% | |
| 37 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.53% | +0.30% | -1.92% | |
| 38 | ETN | Eaton Corporation plc | 股票-工業 | 0.53% | -0.04% | -0.89% | |
| 39 | NFLX | Netflix Inc | 股票-通訊服務 | 0.51% | -0.04% | +0.82% | |
| 40 | CVX | Chevron CORP | 股票-能源 | 0.51% | +0.07% | -0.85% | |
| 41 | AEP | American Electric Power | 股票-公用事業 | 0.51% | -0.10% | -0.16% | |
| 42 | HLT | Hilton Worldwide Holdings In | 股票-循環性消費 | 0.48% | -0.06% | -0.58% | |
| 43 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.47% | -0.04% | +20.28% | |
| 44 | DE | Deere & Co | 股票-工業 | 0.45% | -0.07% | -0.76% | |
| 45 | AFL | Aflac Inc | 股票-金融 | 0.43% | -0.11% | -1.26% | |
| 46 | ORCL | Oracle CORP | 股票-科技 | 0.43% | -0.04% | +3.19% | |
| 47 | ADI | Analog Devices Inc | 股票-科技 | 0.43% | -0.02% | -0.99% | |
| 48 | WM | Waste Management Inc | 股票-工業 | 0.42% | -0.05% | -0.77% | |
| 49 | AMGN | Amgen Inc | 股票-醫療保健 | 0.42% | -0.04% | -0.18% | |
| 50 | GLW | Corning Inc | 股票-科技 | 0.42% | -0.19% | -36.50% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +1.3% | +6.39% | 加碼 |
| 2 | AMD | Advanced Micro Devices | +0.7% | -15.25% | 減碼 |
| 3 | LRCX | Lam Research CORP | +0.7% | +76.62% | 加碼 |
| 4 | INTC | Intel CORP | +0.6% | +12.10% | 加碼 |
| 5 | SNDK | Sandisk CORP | +0.4% | +2.58% | 加碼 |
| 6 | WDC | Western Digital CORP | +0.4% | +1.61% | 加碼 |
| 7 | STX | Seagate Technology Holdings plc | +0.3% | +872.82% | 加碼 |
| 8 | ✓ | +0.2% | NEW | 新建倉 | |
| 9 | ✓ | +0.2% | NEW | 新建倉 | |
| 10 | UNH | Unitedhealth Group Inc | +0.2% | +0.01% | 加碼 |
| 11 | GOOGL | Alphabet Inc-cl A | +0.2% | +1.71% | 加碼 |
| 12 | TXN | Texas Instruments Inc | +0.2% | +0.30% | 加碼 |
| 13 | DELL | Dell Technologies -c | +0.2% | +3.02% | 加碼 |
| 14 | AVGO | Broadcom Inc | +0.2% | -1.79% | 減碼 |
| 15 | COHR | Coherent CORP | +0.1% | +6.62% | 加碼 |
| 16 | AAPL | Apple Inc | +0.1% | +0.43% | 加碼 |
| 17 | LLY | Eli Lilly & Co | +0.1% | -6.52% | 減碼 |
| 18 | MS | Morgan Stanley | +0.1% | +0.10% | 加碼 |
| 19 | KMB | Kimberly-clark CORP | +0.1% | +73.77% | 加碼 |
| 20 | AAL | American Airlines Group Inc | +0.1% | NEW | 新建倉 |
| 21 | MRVL | Marvell Technology Inc | +0.1% | -14.73% | 減碼 |
| 22 | AMAT | Applied Materials Inc | +0.1% | +9.61% | 加碼 |
| 23 | CSCO | Cisco Systems Inc | +0.1% | -17.60% | 減碼 |
| 24 | CMI | Cummins Inc | +0.1% | -0.24% | 減碼 |
| 25 | INTU | Intuit Inc | +0.1% | +845.07% | 加碼 |
| 26 | MEDP | Medpace Holdings Inc | +0.1% | +1685.97% | 加碼 |
| 27 | GEV | GE Vernova Inc | +0.1% | +0.74% | 加碼 |
| 28 | KLAC | Kla CORP | +0.1% | +1066.94% | 加碼 |
| 29 | TLN | Talen Energy CORP | +0.1% | NEW | 新建倉 |
| 30 | CVS | Cvs Health CORP | +0.1% | +4.73% | 加碼 |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +16.13% | 加碼 |
| 32 | CDNS | Cadence Design Sys Inc | +0.1% | -0.48% | 減碼 |
| 33 | OKTA | Okta Inc | +0.1% | NEW | 新建倉 |
| 34 | ALL | Allstate CORP | +0.1% | +272.74% | 加碼 |
| 35 | TER | Teradyne Inc | +0.1% | -16.45% | 減碼 |
| 36 | MNST | Monster Beverage CORP | +0.1% | -1.67% | 減碼 |
| 37 | ELV | Elevance Health Inc | +0.1% | +0.25% | 加碼 |
| 38 | TOL | Toll Brothers Inc | +0.1% | +18.79% | 加碼 |
| 39 | CL | Colgate-palmolive Co | +0.1% | +217.68% | 加碼 |
| 40 | RNR | RenaissanceRe Holdings Ltd. | +0.1% | +346.12% | 加碼 |
| 41 | STRL | Sterling Infrastructure Inc | +0.1% | +64.76% | 加碼 |
| 42 | WBS | Webster Financial CORP | +0.1% | +698.28% | 加碼 |
| 43 | SNOW | Snowflake Inc | +0.1% | NEW | 新建倉 |
| 44 | CUBE | Cubesmart | 0% | +69.15% | 加碼 |
| 45 | TEAM | Atlassian Corp-cl A | 0% | NEW | 新建倉 |
| 46 | EMN | Eastman Chemical Co | 0% | NEW | 新建倉 |
| 47 | ADI | Analog Devices Inc | 0% | -0.99% | 減碼 |
| 48 | ETN | Eaton Corporation plc | 0% | -0.89% | 減碼 |
| 49 | GLW | Corning Inc | 0% | -36.50% | 減碼 |
| 50 | CARR | Carrier Global CORP | 0% | -0.98% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Gateway Investment Advisers LLC 在 Q2 2026 季度的美股持倉總市值約為 US$110.3億，共申報了 779 個公開持股部位。
在 Q2 2026 季度，Gateway Investment Advisers LLC 按市值排列的前三大核心持股分別為：NVDA (10.5%)、AAPL (7.7%)、MSFT (4.4%)。其中最大持股部位 NVDA 佔據整體投資組合約 10.5% 的權重。
在 Q2 2026 季度中，Gateway Investment Advisers LLC 共進行了 198 項持倉異動，包含新建倉 26 個部位、加碼 83 個部位、減碼 85 個部位以及清倉 4 個部位。 其中最大新建倉標的為 。 本季清倉部位包含 HON。
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。