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: 0001550057
申報總市值
US$22.8億
US$22.8億
314 檔
45.2%
在 Q2 2026 的 13F 官方備案中，Goelzer Investment Management, Inc. 管理的美股投資組合規模來到 US$22.8億，整體持股檔數為 314 檔。
數據顯示 Goelzer Investment Management, Inc. 於 Q2 2026 季度持續回收資金，對 123 個既有部位進行裁減並清倉 17 個標的，組合整體流動性比重有所上升。
在資產配置集中度方面，Goelzer Investment Management, Inc. 的前 5 大核心持股（包含 LLY, IVV, IJH 等）合計佔整體申報市值的 45.2%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 314 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 | LLY | Eli Lilly & Co | 股票-醫療保健 | 28.10% | +0.10% | -0.54% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 8.95% | +0.84% | -1.88% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 3.87% | -0.24% | -0.20% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 2.07% | -0.04% | -5.63% | |
| 5 | AVGO | Broadcom Inc | 股票-科技 | 1.96% | -0.12% | +8.15% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 1.95% | +0.29% | -4.48% | |
| 7 | JMTG | Mortgage-backed Securities | ETF-其他 | 1.78% | — | -1.42% | |
| 8 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 1.78% | -0.36% | -52.65% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 1.34% | +0.52% | -4.33% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.33% | -0.04% | -4.62% | |
| 11 | NUGO | Nuveen Growth Opportunities | ETF-其他 | 1.09% | +0.37% | — | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.07% | +0.08% | +9.67% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 1.03% | +0.15% | -4.13% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.00% | -0.08% | -3.66% | |
| 15 | XOM | Exxon Mobil CORP | 股票-能源 | 0.95% | -0.95% | EXIT | |
| 16 | ETN | Eaton Corporation plc | 股票-工業 | 0.90% | — | -3.07% | |
| 17 | CAT | Caterpillar Inc | 股票-工業 | 0.89% | -0.21% | -5.65% | |
| 18 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.74% | -0.05% | -3.80% | |
| 19 | ADI | Analog Devices Inc | 股票-科技 | 0.70% | +0.02% | -3.08% | |
| 20 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.69% | +0.03% | -3.65% | |
| 21 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.69% | +0.08% | -3.37% | |
| 22 | CSCO | Cisco Systems Inc | 股票-科技 | 0.63% | -0.06% | -3.86% | |
| 23 | JMBS | Janus Henderson Mortg Backed | ETF-其他 | 0.63% | -0.03% | -3.82% | |
| 24 | QCOM | Qualcomm Inc | 股票-科技 | 0.62% | — | -3.89% | |
| 25 | CVX | Chevron CORP | 股票-能源 | 0.61% | +0.14% | -4.50% | |
| 26 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.61% | +0.02% | -3.02% | |
| 27 | LMT | Lockheed Martin CORP | 股票-工業 | 0.58% | +0.01% | -2.18% | |
| 28 | BAC | Bank Of America CORP | 股票-金融 | 0.55% | -0.02% | -6.17% | |
| 29 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.54% | -0.01% | -6.00% | |
| 30 | OHI | Omega Healthcare Investors | 股票-房地產 | 0.53% | -0.02% | -25.81% | |
| 31 | PFG | Principal Financial Group | 股票-金融 | 0.53% | +0.02% | -3.83% | |
| 32 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.53% | +0.03% | -3.63% | |
| 33 | USB | US Bancorp | 股票-金融 | 0.52% | -0.03% | -4.22% | |
| 34 | NI | Nisource Inc | 股票-公用事業 | 0.49% | -0.08% | -3.59% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.48% | -0.04% | -5.38% | |
| 36 | RTX | Rtx CORP | 股票-工業 | 0.47% | +0.02% | +18.52% | |
| 37 | KLAC | Kla CORP | 股票-科技 | 0.47% | -0.17% | +804.50% | |
| 38 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.46% | +0.02% | -17.47% | |
| 39 | CFG | Citizens Financial Group | 股票-金融 | 0.46% | -0.05% | -2.93% | |
| 40 | AEP | American Electric Power | 股票-公用事業 | 0.45% | -0.06% | -3.02% | |
| 41 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.45% | — | -5.52% | |
| 42 | WMT | Walmart Inc | 股票-非循環性消費 | 0.41% | -0.04% | -19.59% | |
| 43 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-其他 | 0.41% | — | -1.90% | |
| 44 | WSM | Williams-sonoma Inc | 股票-循環性消費 | 0.39% | — | -2.85% | |
| 45 | V | Visa Inc-class A Shares | 股票-金融 | 0.39% | +0.02% | -4.83% | |
| 46 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.39% | -0.11% | -27.50% | |
| 47 | ENB | Enbridge Inc | 股票-能源 | 0.38% | -0.06% | -4.28% | |
| 48 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.38% | +0.03% | -3.72% | |
| 49 | WFC | Wells Fargo & Co | 股票-金融 | 0.38% | -0.02% | -4.40% | |
| 50 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.37% | -0.05% | -4.51% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | +4.1% | -0.54% | 減碼 |
| 2 | NUGO | Nuveen Growth Opportunities | +1.1% | NEW | 新建倉 |
| 3 | AVGO | Broadcom Inc | +0.3% | +8.15% | 加碼 |
| 4 | CAT | Caterpillar Inc | +0.2% | -5.65% | 減碼 |
| 5 | PANW | Palo Alto Networks Inc | +0.2% | -5.52% | 減碼 |
| 6 | KLAC | Kla CORP | +0.2% | +804.50% | 加碼 |
| 7 | CSCO | Cisco Systems Inc | +0.2% | -3.86% | 減碼 |
| 8 | LRCX | Lam Research CORP | +0.1% | -4.56% | 減碼 |
| 9 | PM | Philip Morris International | +0.1% | +531.95% | 加碼 |
| 10 | BKR | Baker Hughes Co | +0.1% | NEW | 新建倉 |
| 11 | IVV | Ishares Core S&p 500 ETF | +0.1% | -1.88% | 減碼 |
| 12 | QCOM | Qualcomm Inc | +0.1% | -3.89% | 減碼 |
| 13 | DELL | Dell Technologies -c | +0.1% | -3.95% | 減碼 |
| 14 | ✓ | +0.1% | NEW | 新建倉 | |
| 15 | IJH | Ishares Core S&p Midcap ETF | +0.1% | -0.20% | 減碼 |
| 16 | ✓ | +0.1% | NEW | 新建倉 | |
| 17 | JPM | Jpmorgan Chase & Co | +0.1% | +9.67% | 加碼 |
| 18 | UNH | Unitedhealth Group Inc | +0.1% | -4.62% | 減碼 |
| 19 | GOOG | Alphabet Inc-cl C | +0.1% | -4.62% | 減碼 |
| 20 | BWA | Borgwarner Inc | +0.1% | +317.64% | 加碼 |
| 21 | DXCM | Dexcom Inc | +0.1% | NEW | 新建倉 |
| 22 | EBAY | Ebay Inc | +0.1% | NEW | 新建倉 |
| 23 | ADI | Analog Devices Inc | +0.1% | -3.08% | 減碼 |
| 24 | GLW | Corning Inc | +0.1% | -22.76% | 減碼 |
| 25 | FTNT | Fortinet Inc | +0.1% | -4.51% | 減碼 |
| 26 | EME | Emcor Group Inc | +0.1% | NEW | 新建倉 |
| 27 | DVN | Devon Energy CORP | +0.1% | NEW | 新建倉 |
| 28 | MU | Micron Technology Inc | +0.1% | NEW | 新建倉 |
| 29 | ETN | Eaton Corporation plc | 0% | -3.07% | 減碼 |
| 30 | WSM | Williams-sonoma Inc | 0% | -2.85% | 減碼 |
| 31 | SWK | Stanley Black & Decker Inc | 0% | -4.20% | 減碼 |
| 32 | AMD | Advanced Micro Devices | 0% | +8.35% | 加碼 |
| 33 | IJR | Ishares Core S&p Small-cap E | 0% | -3.66% | 減碼 |
| 34 | IVW | Ishares S&p 500 Growth ETF | 0% | -0.77% | 減碼 |
| 35 | PFG | Principal Financial Group | 0% | -3.83% | 減碼 |
| 36 | RTX | Rtx CORP | 0% | +18.52% | 加碼 |
| 37 | JMST | JPM Ultra-short Muni Income | 0% | +40.47% | 加碼 |
| 38 | CMI | Cummins Inc | 0% | +0.06% | 加碼 |
| 39 | XLK | Ss Technology Select Sector | 0% | +4.34% | 加碼 |
| 40 | CRWD | Crowdstrike Holdings Inc - A | 0% | -3.55% | 減碼 |
| 41 | CARR | Carrier Global CORP | 0% | -0.49% | 減碼 |
| 42 | INTC | Intel CORP | 0% | NEW | 新建倉 |
| 43 | ✓ | 0% | NEW | 新建倉 | |
| 44 | NUW | Nuveen Amt-free Muni Val | 0% | NEW | 新建倉 |
| 45 | XNTK | Ss Spdr Nyse Tech ETF | 0% | NEW | 新建倉 |
| 46 | DFAI | Dimensional International Co | 0% | NEW | 新建倉 |
| 47 | JSI | Jh Securitized Income ETF | 0% | NEW | 新建倉 |
| 48 | ✓ | Versigent LTD | 0% | NEW | 新建倉 |
| 49 | ABBV | Abbvie Inc | 0% | -3.65% | 減碼 |
| 50 | CFG | Citizens Financial Group | 0% | -2.93% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Goelzer Investment Management, Inc. 在 Q2 2026 季度的美股持倉總市值約為 US$22.8億，共申報了 314 個公開持股部位。
在 Q2 2026 季度，Goelzer Investment Management, Inc. 按市值排列的前三大核心持股分別為：LLY (28.1%)、IVV (8.9%)、IJH (3.9%)。其中最大持股部位 LLY 佔據整體投資組合約 28.1% 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
NUGO
市值: US$2503.1萬
本季最大獲利了結 / 清倉標的
HON
前期市值: US$565.4萬
在 Q2 2026 季度中，Goelzer Investment Management, Inc. 共進行了 195 項持倉異動，包含新建倉 35 個部位、加碼 20 個部位、減碼 123 個部位以及清倉 17 個部位。 其中最大新建倉標的為 NUGO。 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。
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。