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: 0001540944
申報總市值
US$9.3億
US$9.3億
153 檔
24.3%
Greatmark Investment Partners, Inc. 在 Q2 2026 季度的美股部位總計估值為 US$9.3億，分散於 153 個持倉標的之中，反映其市場參與廣度與投資規模。
觀察 Q2 2026 的資金脈絡，Greatmark Investment Partners, Inc. 在獲利結算 2 檔個股的同時，將資本重新部署至 10 檔新選標的，展現主動管理機構的輪動節奏。
從部位權重觀察，前 5 大標的（包含 AFL, MPC, AAPL）累計市值佔比達 24.3%，是驅動 Greatmark Investment Partners, Inc. 該季度整體投資組合績效表現的核心支柱。
| # | 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 | AFL | Aflac Inc | 股票-金融 | 7.92% | -0.53% | -5.01% | |
| 2 | MPC | Marathon Petroleum CORP | 股票-能源 | 4.56% | +1.99% | -3.03% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.47% | +0.51% | -1.52% | |
| 4 | AXP | American Express Co | 股票-金融 | 4.33% | -0.55% | -0.82% | |
| 5 | QCOM | Qualcomm Inc | 股票-科技 | 3.71% | -0.14% | -0.12% | |
| 6 | AN | Autonation Inc | 股票-循環性消費 | 3.44% | -0.48% | +1.61% | |
| 7 | SCHW | Schwab (charles) CORP | 股票-金融 | 3.41% | +0.10% | +0.66% | |
| 8 | JNJ | Johnson & Johnson | 股票-醫療保健 | 3.21% | +0.02% | -1.70% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.88% | +0.95% | -0.09% | |
| 10 | AMGN | Amgen Inc | 股票-醫療保健 | 2.85% | +0.35% | +0.38% | |
| 11 | ASO | Academy Sports & Outdoors In | 股票-循環性消費 | 2.70% | +0.04% | -1.33% | |
| 12 | DVN | Devon Energy CORP | 股票-能源 | 2.63% | +0.21% | -2.87% | |
| 13 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.59% | +0.05% | -0.51% | |
| 14 | AMP | Ameriprise Financial Inc | 股票-金融 | 2.46% | +0.16% | +4.03% | |
| 15 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 2.34% | -0.33% | +4.43% | |
| 16 | TRV | Travelers Cos Inc/the | 股票-金融 | 2.28% | +0.09% | +0.13% | |
| 17 | RH | Rh | 股票-循環性消費 | 2.26% | -0.60% | +17.06% | |
| 18 | PYPL | Paypal Holdings Inc | 股票-金融 | 2.09% | +0.26% | +6.95% | |
| 19 | GWW | Ww Grainger Inc | 股票-工業 | 2.03% | -0.23% | -1.64% | |
| 20 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.89% | +0.06% | -0.21% | |
| 21 | NFLX | Netflix Inc | 股票-通訊服務 | 1.84% | -0.09% | -0.38% | |
| 22 | ELV | Elevance Health Inc | 股票-醫療保健 | 1.69% | -0.05% | +2.47% | |
| 23 | CSCO | Cisco Systems Inc | 股票-科技 | 1.53% | -0.19% | -2.36% | |
| 24 | HD | Home Depot Inc | 股票-循環性消費 | 1.33% | -0.31% | -2.89% | |
| 25 | CVS | Cvs Health CORP | 股票-醫療保健 | 1.26% | -0.25% | -4.43% | |
| 26 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 1.24% | -0.09% | +2542.20% | |
| 27 | ITW | Illinois Tool Works | 股票-工業 | 1.19% | -0.10% | -3.06% | |
| 28 | BAC | Bank Of America CORP | 股票-金融 | 1.18% | -0.09% | -1.33% | |
| 29 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.02% | -0.02% | -3.24% | |
| 30 | BLDR | Builders Firstsource Inc | 股票-工業 | 0.95% | -0.16% | +43.16% | |
| 31 | GD | General Dynamics CORP | 股票-工業 | 0.91% | -0.08% | -1.19% | |
| 32 | PDS | Precision Drilling CORP | 股票-其他 | 0.91% | +0.01% | -5.19% | |
| 33 | JPC | Nuveen Prefered & Income Opp | 股票-其他 | 0.85% | -0.14% | -1.21% | |
| 34 | PHM | Pultegroup Inc | 股票-循環性消費 | 0.76% | -0.04% | — | |
| 35 | EMR | Emerson Electric Co | 股票-工業 | 0.64% | +0.04% | -1.69% | |
| 36 | CVX | Chevron CORP | 股票-能源 | 0.63% | +0.13% | +1.71% | |
| 37 | ✓ | 股票-其他 | 0.63% | +0.10% | — | ||
| 38 | UPS | United Parcel Service-cl B | 股票-工業 | 0.57% | -0.09% | -53.21% | |
| 39 | SO | Southern Co/the | 股票-公用事業 | 0.55% | -0.09% | -0.21% | |
| 40 | WHR | Whirlpool CORP | 股票-循環性消費 | 0.54% | -0.10% | +28.90% | |
| 41 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.50% | -0.03% | -1.85% | |
| 42 | FMDE | Fidelity Enhanced Mid Cap Co | ETF-其他 | 0.47% | -0.01% | — | |
| 43 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.46% | +0.03% | -0.89% | |
| 44 | XCHYX | Calamos Convert & High Inc | 股票-其他 | 0.45% | -0.07% | +1.50% | |
| 45 | WSM | Williams-sonoma Inc | 股票-循環性消費 | 0.45% | -0.02% | +2.34% | |
| 46 | NZF | Nuveen Municipal Credit Inc | 股票-其他 | 0.44% | -0.05% | — | |
| 47 | GPN | Global Payments Inc | 股票-工業 | 0.42% | +0.05% | -2.91% | |
| 48 | WMT | Walmart Inc | 股票-非循環性消費 | 0.41% | -0.05% | -1.22% | |
| 49 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.39% | +0.06% | -1.32% | |
| 50 | LDP | Cohen & Steers Limited Durat | 股票-其他 | 0.39% | -0.04% | -1.46% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | QCOM | Qualcomm Inc | +1% | -0.12% | 減碼 |
| 2 | PHM | Pultegroup Inc | +0.8% | NEW | 新建倉 |
| 3 | ✓ | +0.6% | NEW | 新建倉 | |
| 4 | RH | Rh | +0.5% | +17.06% | 加碼 |
| 5 | FMDE | Fidelity Enhanced Mid Cap Co | +0.5% | NEW | 新建倉 |
| 6 | CSCO | Cisco Systems Inc | +0.4% | -2.36% | 減碼 |
| 7 | ELV | Elevance Health Inc | +0.4% | +2.47% | 加碼 |
| 8 | BLDR | Builders Firstsource Inc | +0.3% | +43.16% | 加碼 |
| 9 | CVS | Cvs Health CORP | +0.3% | -4.43% | 減碼 |
| 10 | GWW | Ww Grainger Inc | +0.3% | -1.64% | 減碼 |
| 11 | ADBE | Adobe Inc | +0.3% | +590.48% | 加碼 |
| 12 | AAPL | Apple Inc | +0.2% | -1.52% | 減碼 |
| 13 | AXP | American Express Co | +0.2% | -0.82% | 減碼 |
| 14 | AMZN | Amazon.com Inc | +0.2% | -0.51% | 減碼 |
| 15 | TRV | Travelers Cos Inc/the | +0.1% | +0.13% | 加碼 |
| 16 | URI | United Rentals Inc | +0.1% | — | 不變 |
| 17 | BAC | Bank Of America CORP | +0.1% | -1.33% | 減碼 |
| 18 | WSM | Williams-sonoma Inc | +0.1% | +2.34% | 加碼 |
| 19 | XCHYX | Calamos Convert & High Inc | +0.1% | +1.50% | 加碼 |
| 20 | GOOGL | Alphabet Inc-cl A | +0.1% | -1.85% | 減碼 |
| 21 | ADP | Automatic Data Processing | +0.1% | +98.92% | 加碼 |
| 22 | BKNG | Booking Holdings Inc | +0.1% | +2542.20% | 加碼 |
| 23 | LLY | Eli Lilly & Co | +0.1% | -0.59% | 減碼 |
| 24 | ABBV | Abbvie Inc | +0.1% | -3.24% | 減碼 |
| 25 | GOOG | Alphabet Inc-cl C | +0.1% | -0.61% | 減碼 |
| 26 | MINT | Pimco Enhanced Short Maturit | +0.1% | +140.76% | 加碼 |
| 27 | INTC | Intel CORP | +0.1% | NEW | 新建倉 |
| 28 | FLR | Fluor CORP | 0% | NEW | 新建倉 |
| 29 | AMP | Ameriprise Financial Inc | 0% | +4.03% | 加碼 |
| 30 | ZBRA | Zebra Technologies Corp-cl A | 0% | -6.92% | 減碼 |
| 31 | SMG | Scotts Miracle-gro Co | 0% | +6.69% | 加碼 |
| 32 | RRX | Regal Rexnord CORP | 0% | +75.00% | 加碼 |
| 33 | ANET | Arista Networks Inc | 0% | NEW | 新建倉 |
| 34 | CMI | Cummins Inc | 0% | NEW | 新建倉 |
| 35 | PINS | Pinterest Inc- Class A | 0% | +59.25% | 加碼 |
| 36 | NVDA | Nvidia CORP | 0% | -2.13% | 減碼 |
| 37 | GE | General Electric | 0% | — | 不變 |
| 38 | BBY | Best Buy Co Inc | 0% | +54.07% | 加碼 |
| 39 | ROKU | Roku Inc | 0% | — | 不變 |
| 40 | IWF | Ishares Russell 1000 Growth | 0% | +300.00% | 加碼 |
| 41 | CRWD | Crowdstrike Holdings Inc - A | 0% | NEW | 新建倉 |
| 42 | CAT | Caterpillar Inc | 0% | — | 不變 |
| 43 | VYMI | Vanguard Int High Dvd Yld In | 0% | NEW | 新建倉 |
| 44 | VOE | Vanguard Mid-cap Value ETF | 0% | NEW | 新建倉 |
| 45 | GLW | Corning Inc | 0% | — | 不變 |
| 46 | CNH | CNH Industrial N.V. | 0% | +22.32% | 加碼 |
| 47 | UNH | Unitedhealth Group Inc | 0% | — | 不變 |
| 48 | KO | Coca-cola Co/the | 0% | -0.21% | 減碼 |
| 49 | JPM | Jpmorgan Chase & Co | 0% | — | 不變 |
| 50 | PNFP | Pinnacle Financial Partners | 0% | -0.99% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Greatmark Investment Partners, Inc. 在 Q2 2026 季度的美股持倉總市值約為 US$9.3億，共申報了 153 個公開持股部位。
在 Q2 2026 季度，Greatmark Investment Partners, Inc. 按市值排列的前三大核心持股分別為：AFL (7.9%)、MPC (4.6%)、AAPL (4.5%)。其中最大持股部位 AFL 佔據整體投資組合約 7.9% 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
PHM
市值: US$684.7萬
本季最大獲利了結 / 清倉標的
XOM
前期市值: US$711.3萬
在 Q2 2026 季度中，Greatmark Investment Partners, Inc. 共進行了 104 項持倉異動，包含新建倉 10 個部位、加碼 35 個部位、減碼 57 個部位以及清倉 2 個部位。 其中最大新建倉標的為 PHM。 本季清倉部位包含 XOM。
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。