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: 0001401561
申報總市值
US$27.2億
US$27.2億
1437 檔
6.7%
根據最新整理的 13F 季度數據集，GHP Investment Advisors, Inc. 於 Q1 2026 結束時的管理資產規模為 US$27.2億。該機構在本季度申報了 1437 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q1 2026，GHP Investment Advisors, Inc. 操作展現出積極擴展與加碼意向。本季共新建倉 5 個新部位，並對 109 個既有持股進行加碼（合計增持 114 檔），相較減碼與清倉部位顯著佔優。
整體而言，GHP Investment Advisors, Inc. 的前 5 大持股（包含 SCHG, AAPL, GOOG）貢獻了組合市值的 6.7%，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 1437 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 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.75% | +0.08% | +0.51% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 1.69% | +0.04% | -0.48% | |
| 3 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.41% | +0.16% | +2.76% | |
| 4 | IDV | Ishares International Select | ETF-其他 | 1.33% | -0.14% | +0.57% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.33% | -0.03% | -0.46% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 1.31% | +0.02% | +0.04% | |
| 7 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 1.30% | +0.09% | +1.84% | |
| 8 | SCHV | Schwab US Large-cap Value | ETF-其他 | 1.29% | +0.04% | +1.85% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.15% | -0.02% | +0.88% | |
| 10 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-其他 | 1.14% | -0.05% | +0.81% | |
| 11 | FLGB | Franklin Ftse United Kingdom | ETF-其他 | 1.14% | -0.09% | +2.54% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.12% | -0.08% | +1.22% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.10% | -0.06% | +1.72% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.10% | — | -1.49% | |
| 15 | ESE | Esco Technologies Inc | 股票-科技 | 1.09% | +0.08% | -1.64% | |
| 16 | RTX | Rtx CORP | 股票-工業 | 1.00% | -0.12% | -1.63% | |
| 17 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-其他 | 1.00% | +0.01% | +1.21% | |
| 18 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-其他 | 0.99% | +0.12% | +0.63% | |
| 19 | EME | Emcor Group Inc | 股票-工業 | 0.97% | -0.02% | -3.23% | |
| 20 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 0.96% | +0.02% | -0.10% | |
| 21 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.95% | -0.15% | -0.45% | |
| 22 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.94% | +0.08% | -0.03% | |
| 23 | SCHC | Schwab Intl Small-cap Equity | ETF-其他 | 0.92% | -0.07% | -0.07% | |
| 24 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.92% | +0.04% | -0.64% | |
| 25 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.91% | +0.07% | -1.76% | |
| 26 | TDY | Teledyne Technologies Inc | 股票-科技 | 0.90% | -0.01% | -0.22% | |
| 27 | ROK | Rockwell Automation Inc | 股票-工業 | 0.86% | +0.21% | +2.53% | |
| 28 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.83% | -0.04% | -0.78% | |
| 29 | WMT | Walmart Inc | 股票-非循環性消費 | 0.81% | -0.16% | -0.67% | |
| 30 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.81% | +0.08% | +0.84% | |
| 31 | LECO | Lincoln Electric Holdings | 股票-工業 | 0.79% | -0.03% | -0.27% | |
| 32 | IBM | Intl Business Machines CORP | 股票-科技 | 0.78% | +0.02% | -0.41% | |
| 33 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.77% | +0.01% | -0.76% | |
| 34 | CW | Curtiss-wright CORP | 股票-工業 | 0.75% | -0.06% | -10.85% | |
| 35 | AME | Ametek Inc | 股票-工業 | 0.73% | +0.02% | +2.03% | |
| 36 | ULTA | Ulta Beauty Inc | 股票-循環性消費 | 0.71% | -0.15% | +1.42% | |
| 37 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 0.71% | +0.03% | +0.95% | |
| 38 | AXP | American Express Co | 股票-金融 | 0.71% | — | +1.98% | |
| 39 | HLI | Houlihan Lokey Inc | 股票-金融 | 0.70% | -0.11% | -0.04% | |
| 40 | MCK | Mckesson CORP | 股票-醫療保健 | 0.68% | -0.11% | +2.26% | |
| 41 | ADI | Analog Devices Inc | 股票-科技 | 0.67% | +0.09% | +1.55% | |
| 42 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.67% | -0.04% | +14.04% | |
| 43 | PLXS | Plexus CORP | 股票-科技 | 0.66% | +0.21% | -1.77% | |
| 44 | MCO | Moody's CORP | 股票-金融 | 0.65% | -0.07% | -1.86% | |
| 45 | NDAQ | Nasdaq Inc | 股票-金融 | 0.64% | -0.09% | +4.95% | |
| 46 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.64% | +0.01% | +1.02% | |
| 47 | STE | STERIS plc | 股票-醫療保健 | 0.63% | -0.08% | +3.87% | |
| 48 | PH | Parker Hannifin CORP | 股票-工業 | 0.62% | -0.02% | +0.81% | |
| 49 | NDSN | Nordson CORP | 股票-工業 | 0.62% | +0.01% | -1.30% | |
| 50 | LHX | L3harris Technologies Inc | 股票-工業 | 0.61% | -0.14% | +5.08% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ESE | Esco Technologies Inc | +0.3% | -1.64% | 減碼 |
| 2 | PLXS | Plexus CORP | +0.2% | -1.77% | 減碼 |
| 3 | MKSI | Mks Inc | +0.2% | +6.15% | 加碼 |
| 4 | XOM | Exxon Mobil CORP | +0.2% | +3.61% | 加碼 |
| 5 | AMAT | Applied Materials Inc | +0.2% | +5.64% | 加碼 |
| 6 | AMZN | Amazon.com Inc | +0.2% | +223.55% | 加碼 |
| 7 | EME | Emcor Group Inc | +0.1% | -3.23% | 減碼 |
| 8 | TDY | Teledyne Technologies Inc | +0.1% | -0.22% | 減碼 |
| 9 | GLW | Corning Inc | +0.1% | -5.81% | 減碼 |
| 10 | LFUS | Littelfuse Inc | +0.1% | -1.68% | 減碼 |
| 11 | LHX | L3harris Technologies Inc | +0.1% | +5.08% | 加碼 |
| 12 | ADI | Analog Devices Inc | +0.1% | +1.55% | 加碼 |
| 13 | IDV | Ishares International Select | +0.1% | +0.57% | 加碼 |
| 14 | JNJ | Johnson & Johnson | +0.1% | -0.34% | 減碼 |
| 15 | CME | Cme Group Inc | +0.1% | +14.95% | 加碼 |
| 16 | FDX | Fedex CORP | +0.1% | -0.24% | 減碼 |
| 17 | CVX | Chevron CORP | +0.1% | +0.00% | 加碼 |
| 18 | MRK | Merck & Co. Inc. | +0.1% | +1.69% | 加碼 |
| 19 | WMT | Walmart Inc | +0.1% | -0.67% | 減碼 |
| 20 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | +0.1% | +1.84% | 加碼 |
| 21 | TER | Teradyne Inc | +0.1% | -7.40% | 減碼 |
| 22 | CW | Curtiss-wright CORP | +0.1% | -10.85% | 減碼 |
| 23 | TXN | Texas Instruments Inc | +0.1% | +5.24% | 加碼 |
| 24 | GRMN | Garmin Ltd. | +0.1% | -0.73% | 減碼 |
| 25 | DVA | Davita Inc | +0.1% | +0.00% | 加碼 |
| 26 | CSX | Csx CORP | +0.1% | -0.51% | 減碼 |
| 27 | APD | Air Products & Chemicals Inc | +0.1% | +3.86% | 加碼 |
| 28 | FLGB | Franklin Ftse United Kingdom | +0.1% | +2.54% | 加碼 |
| 29 | OSK | Oshkosh CORP | +0.1% | +6.51% | 加碼 |
| 30 | SCHV | Schwab US Large-cap Value | +0.1% | +1.85% | 加碼 |
| 31 | FNB | Fnb CORP | +0.1% | +63.68% | 加碼 |
| 32 | WM | Waste Management Inc | +0.1% | +17.74% | 加碼 |
| 33 | UUUU | Energy Fuels Inc | +0.1% | +5.89% | 加碼 |
| 34 | NDSN | Nordson CORP | +0.1% | -1.30% | 減碼 |
| 35 | TSEM | Tower Semiconductor Ltd. | +0.1% | — | 不變 |
| 36 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | +0.1% | +0.81% | 加碼 |
| 37 | DOV | Dover CORP | +0.1% | +492.36% | 加碼 |
| 38 | DPZ | Domino's Pizza Inc | +0.1% | +54.30% | 加碼 |
| 39 | ESLT | Elbit Systems Ltd. | +0.1% | — | 不變 |
| 40 | MCK | Mckesson CORP | +0.1% | +2.26% | 加碼 |
| 41 | MSA | Msa Safety Inc | +0.1% | +88.92% | 加碼 |
| 42 | COST | Costco Wholesale CORP | 0% | -2.76% | 減碼 |
| 43 | AME | Ametek Inc | 0% | +2.03% | 加碼 |
| 44 | NICE | Nice LTD - Spon Adr | 0% | +126.80% | 加碼 |
| 45 | AMGN | Amgen Inc | 0% | +3.11% | 加碼 |
| 46 | LMT | Lockheed Martin CORP | 0% | +0.22% | 加碼 |
| 47 | SCHF | Schwab Intl Equity ETF | 0% | +0.04% | 加碼 |
| 48 | IJS | Ishares S&p Small-cap 600 Va | 0% | -0.10% | 減碼 |
| 49 | SLYV | Ss Spdr S&p 600 Sc Val ETF | 0% | +0.95% | 加碼 |
| 50 | DGX | Quest Diagnostics Inc | 0% | -0.74% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，GHP Investment Advisors, Inc. 在 Q1 2026 季度的美股持倉總市值約為 US$27.2億，共申報了 1437 個公開持股部位。
在 Q1 2026 季度，GHP Investment Advisors, Inc. 按市值排列的前三大核心持股分別為：SCHG (1.8%)、AAPL (1.7%)、GOOG (1.4%)。其中最大持股部位 SCHG 佔據整體投資組合約 1.8% 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
IVOV
市值: US$48.0萬
本季最大獲利了結 / 清倉標的
MGIC
前期市值: US$146.1萬
在 Q1 2026 季度中，GHP Investment Advisors, Inc. 共進行了 196 項持倉異動，包含新建倉 5 個部位、加碼 109 個部位、減碼 80 個部位以及清倉 2 個部位。 其中最大新建倉標的為 IVOV。 本季清倉部位包含 MGIC。
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。