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: 0002026645
申報總市值
US$2.2億
US$2.2億
329 檔
17.9%
根據最新整理的 13F 季度數據集，Hager Investment Management Services, LLC 於 Q1 2026 結束時的管理資產規模為 US$2.2億。該機構在本季度申報了 329 檔美股持倉，呈現出該時期的主要投資地圖。
Q1 2026 的申報記錄反映 Hager Investment Management Services, LLC 的板塊替換策略：機構本季推動了 80 筆增持與 85 筆減持，籌碼呈現明顯的結構重組。
整體而言，Hager Investment Management Services, LLC 的前 5 大持股（包含 AVGO, AAPL, NVDA）貢獻了組合市值的 17.9%，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 329 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 | AVGO | Broadcom Inc | 股票-科技 | 4.82% | +0.05% | -2.10% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.79% | -0.30% | -1.01% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.41% | -0.21% | -1.85% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.15% | -0.15% | -1.13% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.18% | -0.15% | +2.60% | |
| 6 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 2.66% | -0.45% | +0.89% | |
| 7 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.58% | -0.05% | -1.07% | |
| 8 | GLW | Corning Inc | 股票-科技 | 2.35% | +0.29% | -22.16% | |
| 9 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.24% | -0.16% | +0.92% | |
| 10 | NFLX | Netflix Inc | 股票-通訊服務 | 2.16% | -0.26% | +10.05% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.12% | +0.10% | +9.15% | |
| 12 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.10% | -0.52% | -3.49% | |
| 13 | WMT | Walmart Inc | 股票-非循環性消費 | 2.10% | -0.57% | -6.37% | |
| 14 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 2.01% | — | -8.99% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.93% | -0.20% | -0.25% | |
| 16 | CSCO | Cisco Systems Inc | 股票-科技 | 1.89% | +0.04% | -2.53% | |
| 17 | HD | Home Depot Inc | 股票-循環性消費 | 1.76% | -0.04% | +11.34% | |
| 18 | SYK | Stryker CORP | 股票-醫療保健 | 1.75% | -0.34% | +0.76% | |
| 19 | CAT | Caterpillar Inc | 股票-工業 | 1.66% | +0.17% | -3.16% | |
| 20 | APH | Amphenol Corp-cl A | 股票-科技 | 1.66% | +0.20% | -1.31% | |
| 21 | AMD | Advanced Micro Devices | 股票-科技 | 1.63% | +0.38% | -3.89% | |
| 22 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.53% | -0.22% | +2.40% | |
| 23 | DELL | Dell Technologies -c | 股票-科技 | 1.52% | +0.31% | -6.54% | |
| 24 | EME | Emcor Group Inc | 股票-工業 | 1.46% | -0.16% | -6.20% | |
| 25 | TOL | Toll Brothers Inc | 股票-循環性消費 | 1.38% | +0.07% | +10.83% | |
| 26 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.38% | -0.14% | +16.91% | |
| 27 | CCJ | Cameco CORP | 股票-能源 | 1.37% | -0.36% | -4.82% | |
| 28 | EVR | Evercore Inc - A | 股票-金融 | 1.28% | -0.10% | +0.32% | |
| 29 | PWR | Quanta Services Inc | 股票-工業 | 1.28% | -0.05% | -7.24% | |
| 30 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 1.25% | -0.18% | +0.10% | |
| 31 | CGBD | Carlyle Secured Lending Inc | 股票-其他 | 1.21% | -0.33% | -10.58% | |
| 32 | CFG | Citizens Financial Group | 股票-金融 | 1.20% | +0.03% | +33.24% | |
| 33 | CEG | Constellation Energy | 股票-公用事業 | 1.19% | -0.23% | +0.22% | |
| 34 | LNG | Cheniere Energy Inc | 股票-能源 | 1.19% | -0.35% | +2.75% | |
| 35 | OHI | Omega Healthcare Investors | 股票-房地產 | 1.06% | -0.14% | -4.65% | |
| 36 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.97% | -0.10% | -0.05% | |
| 37 | MRVL | Marvell Technology Inc | 股票-科技 | 0.97% | +1.44% | -1.50% | |
| 38 | AXP | American Express Co | 股票-金融 | 0.95% | -0.02% | +3.25% | |
| 39 | GEV | GE Vernova Inc | 股票-工業 | 0.95% | -0.05% | -1.79% | |
| 40 | RTX | Rtx CORP | 股票-工業 | 0.93% | -0.11% | +0.84% | |
| 41 | BCSF | Bain Capital Specialty Finan | 股票-其他 | 0.87% | -0.21% | -26.85% | |
| 42 | ROK | Rockwell Automation Inc | 股票-工業 | 0.79% | +0.17% | +13.36% | |
| 43 | CVX | Chevron CORP | 股票-能源 | 0.71% | -0.23% | +18.27% | |
| 44 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.70% | -0.07% | -10.26% | |
| 45 | NWE | Northwestern Energy Group In | 股票-公用事業 | 0.70% | -0.02% | +23.84% | |
| 46 | V | Visa Inc-class A Shares | 股票-金融 | 0.67% | -0.03% | +1.09% | |
| 47 | AMGN | Amgen Inc | 股票-醫療保健 | 0.65% | -0.07% | +13.13% | |
| 48 | O | Realty Income CORP | 股票-房地產 | 0.63% | -0.03% | +4.19% | |
| 49 | MU | Micron Technology Inc | 股票-科技 | 0.60% | +1.29% | — | |
| 50 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.60% | -0.46% | +122.60% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BG | Bunge Global SA | +0.4% | +435.09% | 加碼 |
| 2 | BNS | Bank Of Nova Scotia | +0.4% | +15780.28% | 加碼 |
| 3 | GLW | Corning Inc | +0.4% | -22.16% | 減碼 |
| 4 | LNG | Cheniere Energy Inc | +0.4% | +2.75% | 加碼 |
| 5 | GILD | Gilead Sciences Inc | +0.4% | +122.60% | 加碼 |
| 6 | CFG | Citizens Financial Group | +0.3% | +33.24% | 加碼 |
| 7 | CAT | Caterpillar Inc | +0.3% | -3.16% | 減碼 |
| 8 | DELL | Dell Technologies -c | +0.3% | -6.54% | 減碼 |
| 9 | CVX | Chevron CORP | +0.3% | +18.27% | 加碼 |
| 10 | NFLX | Netflix Inc | +0.3% | +10.05% | 加碼 |
| 11 | TJX | Tjx Companies Inc | +0.3% | +16.91% | 加碼 |
| 12 | PLD | Prologis Inc | +0.2% | +22000.00% | 加碼 |
| 13 | GEV | GE Vernova Inc | +0.2% | -1.79% | 減碼 |
| 14 | PWR | Quanta Services Inc | +0.2% | -7.24% | 減碼 |
| 15 | COST | Costco Wholesale CORP | +0.2% | -3.49% | 減碼 |
| 16 | EME | Emcor Group Inc | +0.2% | -6.20% | 減碼 |
| 17 | CCJ | Cameco CORP | +0.2% | -4.82% | 減碼 |
| 18 | TOL | Toll Brothers Inc | +0.2% | +10.83% | 加碼 |
| 19 | NWE | Northwestern Energy Group In | +0.2% | +23.84% | 加碼 |
| 20 | MRVL | Marvell Technology Inc | +0.1% | -1.50% | 減碼 |
| 21 | MRK | Merck & Co. Inc. | +0.1% | -0.05% | 減碼 |
| 22 | AMGN | Amgen Inc | +0.1% | +13.13% | 加碼 |
| 23 | HD | Home Depot Inc | +0.1% | +11.34% | 加碼 |
| 24 | WMT | Walmart Inc | +0.1% | -6.37% | 減碼 |
| 25 | TAN | Invesco Solar ETF | +0.1% | +36.00% | 加碼 |
| 26 | XOM | Exxon Mobil CORP | +0.1% | -6.85% | 減碼 |
| 27 | O | Realty Income CORP | +0.1% | +4.19% | 加碼 |
| 28 | TT | Trane Technologies plc | +0.1% | +9.87% | 加碼 |
| 29 | HAL | Halliburton Co | +0.1% | +35400.00% | 加碼 |
| 30 | NCLH | Norwegian Cruise Line Holdings Ltd. | +0.1% | +2800.00% | 加碼 |
| 31 | NEM | Newmont CORP | +0.1% | +4.14% | 加碼 |
| 32 | RTX | Rtx CORP | +0.1% | +0.84% | 加碼 |
| 33 | LMT | Lockheed Martin CORP | +0.1% | -4.94% | 減碼 |
| 34 | JNJ | Johnson & Johnson | 0% | +0.85% | 加碼 |
| 35 | FCX | Freeport-mcmoran Inc | 0% | -8.04% | 減碼 |
| 36 | ROK | Rockwell Automation Inc | 0% | +13.36% | 加碼 |
| 37 | TSM | Taiwan Semiconductor-sp Adr | 0% | -8.99% | 減碼 |
| 38 | MCK | Mckesson CORP | 0% | +0.85% | 加碼 |
| 39 | NEE | Nextera Energy Inc | 0% | +1.64% | 加碼 |
| 40 | ALB | Albemarle CORP | 0% | -1.19% | 減碼 |
| 41 | PSX | Phillips 66 | 0% | — | 不變 |
| 42 | EVRG | Evergy Inc | 0% | — | 不變 |
| 43 | MTB | M & T Bank CORP | 0% | +12.13% | 加碼 |
| 44 | WEC | Wec Energy Group Inc | 0% | — | 不變 |
| 45 | XLE | Ss Energy Select Sector | 0% | +37.04% | 加碼 |
| 46 | DVN | Devon Energy CORP | 0% | +79.14% | 加碼 |
| 47 | CW | Curtiss-wright CORP | 0% | — | 不變 |
| 48 | LRCX | Lam Research CORP | 0% | — | 不變 |
| 49 | UNP | Union Pacific CORP | 0% | +1.97% | 加碼 |
| 50 | KO | Coca-cola Co/the | 0% | +6.99% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Hager Investment Management Services, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$2.2億，共申報了 329 個公開持股部位。
在 Q1 2026 季度，Hager Investment Management Services, LLC 按市值排列的前三大核心持股分別為：AVGO (4.8%)、AAPL (4.8%)、NVDA (4.4%)。其中最大持股部位 AVGO 佔據整體投資組合約 4.8% 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
MU
市值: US$109.0萬
本季最大獲利了結 / 清倉標的
HYG
前期市值: US$2.0萬
在 Q1 2026 季度中，Hager Investment Management Services, LLC 共進行了 165 項持倉異動，包含新建倉 18 個部位、加碼 62 個部位、減碼 76 個部位以及清倉 9 個部位。 其中最大新建倉標的為 MU。 本季清倉部位包含 HYG。
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。