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: 0001599746
申報總市值
US$7.1億
US$7.1億
185 檔
22.7%
在 Q1 2026 申報期間，Hamilton Point Investment Advisors, LLC（CIK: 0001599746）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$7.1億，共持有 185 個公開申報部位。
從 Q1 2026 申報觀察，Hamilton Point Investment Advisors, LLC 採取防禦導向的調倉策略，本季減碼 78 檔個股並出清 12 檔部位，顯示機構在該時期進行風險控制與流動性回收。
在資產配置集中度方面，Hamilton Point Investment Advisors, LLC 的前 5 大核心持股（包含 BRK-A, BNDX, AAPL 等）合計佔整體申報市值的 22.7%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 6.97% | -0.96% | -1.56% | |
| 2 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 6.63% | -0.36% | +2.78% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.93% | +0.16% | -0.48% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.80% | +0.47% | -0.65% | |
| 5 | EME | Emcor Group Inc | 股票-工業 | 3.46% | +0.09% | -21.79% | |
| 6 | RTX | Rtx CORP | 股票-工業 | 3.44% | -0.39% | -0.39% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 3.16% | -0.30% | -0.22% | |
| 8 | AXP | American Express Co | 股票-金融 | 2.89% | +0.06% | -1.05% | |
| 9 | IAU | Ishares Gold Trust | ETF-避險與商品 | 2.79% | -0.60% | +0.84% | |
| 10 | TJX | Tjx Companies Inc | 股票-循環性消費 | 2.60% | -0.36% | -0.68% | |
| 11 | AVUV | Avantis US Small Cap Value | ETF-中小型股 | 2.38% | +0.11% | +1.17% | |
| 12 | DE | Deere & Co | 股票-工業 | 2.11% | +0.05% | -1.24% | |
| 13 | AMGN | Amgen Inc | 股票-醫療保健 | 1.81% | -0.12% | -0.64% | |
| 14 | ETN | Eaton Corporation plc | 股票-工業 | 1.62% | +0.14% | -1.00% | |
| 15 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.59% | -0.09% | +6.73% | |
| 16 | CHD | Church & Dwight Co Inc | 股票-非循環性消費 | 1.53% | -0.11% | -1.02% | |
| 17 | LFUS | Littelfuse Inc | 股票-科技 | 1.51% | +0.35% | -0.63% | |
| 18 | AVEM | Avantis Emerging Markets Eq | ETF-新興市場 | 1.49% | +0.24% | — | |
| 19 | CMI | Cummins Inc | 股票-工業 | 1.48% | +0.34% | -1.12% | |
| 20 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.46% | -0.17% | -0.27% | |
| 21 | HUBB | Hubbell Inc | 股票-工業 | 1.46% | -0.03% | -1.10% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.31% | +0.03% | -0.94% | |
| 23 | ADP | Automatic Data Processing | 股票-科技 | 1.26% | -0.02% | -0.54% | |
| 24 | CSCO | Cisco Systems Inc | 股票-科技 | 1.26% | +0.48% | -0.32% | |
| 25 | WMT | Walmart Inc | 股票-非循環性消費 | 1.24% | -0.20% | -2.18% | |
| 26 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 1.22% | -0.03% | -0.70% | |
| 27 | DELL | Dell Technologies -c | 股票-科技 | 1.21% | +1.70% | +0.24% | |
| 28 | AJG | Arthur J Gallagher & Co | 股票-金融 | 1.14% | -0.04% | — | |
| 29 | V | Visa Inc-class A Shares | 股票-金融 | 1.14% | +0.03% | -0.67% | |
| 30 | DHR | Danaher CORP | 股票-醫療保健 | 1.13% | -0.12% | -0.17% | |
| 31 | WSM | Williams-sonoma Inc | 股票-循環性消費 | 1.07% | +0.20% | -0.55% | |
| 32 | NVDA | Nvidia CORP | 股票-科技 | 1.04% | +0.05% | -4.23% | |
| 33 | IBM | Intl Business Machines CORP | 股票-科技 | 1.00% | +0.06% | -0.53% | |
| 34 | CRM | Salesforce Inc | 股票-科技 | 0.96% | -0.23% | +0.19% | |
| 35 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.96% | -0.22% | -0.31% | |
| 36 | MAIN | Main Street Capital CORP | 股票-金融 | 0.93% | -0.10% | -0.32% | |
| 37 | EXP | Eagle Materials Inc | 股票-原物料 | 0.90% | +0.05% | +10.26% | |
| 38 | ROP | Roper Technologies Inc | 股票-科技 | 0.88% | -0.13% | +0.33% | |
| 39 | MGRC | Mcgrath Rentcorp | 股票-其他 | 0.86% | — | -0.67% | |
| 40 | WM | Waste Management Inc | 股票-工業 | 0.86% | -0.10% | +0.03% | |
| 41 | WTRG | Essential Utilities Inc | 股票-公用事業 | 0.82% | -0.11% | -0.53% | |
| 42 | ACN | Accenture plc | 股票-科技 | 0.81% | -0.35% | +9.72% | |
| 43 | UL | Unilever Plc-sponsored Adr | 股票-非循環性消費 | 0.80% | -0.05% | -0.69% | |
| 44 | RELX | Relx PLC - Spon Adr | 股票-工業 | 0.80% | -0.11% | -0.13% | |
| 45 | PFE | Pfizer Inc | 股票-醫療保健 | 0.73% | -0.16% | +6.63% | |
| 46 | WSO | Watsco Inc | 股票-工業 | 0.73% | +0.02% | -0.35% | |
| 47 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 0.72% | -0.72% | EXIT | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.71% | +0.04% | — | |
| 49 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.70% | +0.11% | -1.73% | |
| 50 | BIPC | Brookfield Infrastructure-a | 股票-公用事業 | 0.69% | -0.07% | +0.28% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | LFUS | Littelfuse Inc | +0.4% | -0.63% | 減碼 |
| 2 | DE | Deere & Co | +0.4% | -1.24% | 減碼 |
| 3 | JNJ | Johnson & Johnson | +0.4% | +6.73% | 加碼 |
| 4 | DELL | Dell Technologies -c | +0.3% | +0.24% | 加碼 |
| 5 | IAU | Ishares Gold Trust | +0.3% | +0.84% | 加碼 |
| 6 | AVUV | Avantis US Small Cap Value | +0.2% | +1.17% | 加碼 |
| 7 | BNDX | Vanguard Total Intl Bond ETF | +0.2% | +2.78% | 加碼 |
| 8 | NEE | Nextera Energy Inc | +0.2% | -0.27% | 減碼 |
| 9 | RTX | Rtx CORP | +0.2% | -0.39% | 減碼 |
| 10 | VZ | Verizon Communications Inc | +0.2% | -0.31% | 減碼 |
| 11 | ETN | Eaton Corporation plc | +0.2% | -1.00% | 減碼 |
| 12 | EOG | Eog Resources Inc | +0.2% | -0.52% | 減碼 |
| 13 | CHD | Church & Dwight Co Inc | +0.2% | -1.02% | 減碼 |
| 14 | HUBB | Hubbell Inc | +0.1% | -1.10% | 減碼 |
| 15 | PFE | Pfizer Inc | +0.1% | +6.63% | 加碼 |
| 16 | AMGN | Amgen Inc | +0.1% | -0.64% | 減碼 |
| 17 | WMT | Walmart Inc | +0.1% | -2.18% | 減碼 |
| 18 | RIO | Rio Tinto Plc-spon Adr | +0.1% | -0.24% | 減碼 |
| 19 | TJX | Tjx Companies Inc | +0.1% | -0.68% | 減碼 |
| 20 | HSY | Hershey Co/the | +0.1% | -0.03% | 減碼 |
| 21 | CL | Colgate-palmolive Co | +0.1% | -0.70% | 減碼 |
| 22 | CMI | Cummins Inc | +0.1% | -1.12% | 減碼 |
| 23 | TXN | Texas Instruments Inc | +0.1% | -0.15% | 減碼 |
| 24 | XOM | Exxon Mobil CORP | +0.1% | -0.14% | 減碼 |
| 25 | WSO | Watsco Inc | +0.1% | -0.35% | 減碼 |
| 26 | WM | Waste Management Inc | +0.1% | +0.03% | 加碼 |
| 27 | WTRG | Essential Utilities Inc | +0.1% | -0.53% | 減碼 |
| 28 | MGRC | Mcgrath Rentcorp | 0% | -0.67% | 減碼 |
| 29 | STX | Seagate Technology Holdings plc | 0% | -9.81% | 減碼 |
| 30 | MRK | Merck & Co. Inc. | 0% | — | 不變 |
| 31 | GLW | Corning Inc | 0% | — | 不變 |
| 32 | LMT | Lockheed Martin CORP | 0% | -1.82% | 減碼 |
| 33 | WSM | Williams-sonoma Inc | 0% | -0.55% | 減碼 |
| 34 | EXP | Eagle Materials Inc | 0% | +10.26% | 加碼 |
| 35 | CSCO | Cisco Systems Inc | 0% | -0.32% | 減碼 |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +8.98% | 加碼 |
| 37 | KO | Coca-cola Co/the | 0% | — | 不變 |
| 38 | LRCX | Lam Research CORP | 0% | — | 不變 |
| 39 | GLD | Spdr Gold Shares | 0% | — | 不變 |
| 40 | UNP | Union Pacific CORP | 0% | — | 不變 |
| 41 | GWW | Ww Grainger Inc | 0% | — | 不變 |
| 42 | ASML | ASML Holding N.V. | 0% | -0.99% | 減碼 |
| 43 | COP | Conocophillips | 0% | -5.48% | 減碼 |
| 44 | CVX | Chevron CORP | 0% | -0.07% | 減碼 |
| 45 | COST | Costco Wholesale CORP | 0% | — | 不變 |
| 46 | HON | Honeywell International Inc | 0% | — | 不變 |
| 47 | PEP | Pepsico Inc | 0% | -1.50% | 減碼 |
| 48 | INTC | Intel CORP | 0% | — | 不變 |
| 49 | MU | Micron Technology Inc | 0% | — | 不變 |
| 50 | ITW | Illinois Tool Works | 0% | -1.21% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Hamilton Point Investment Advisors, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$7.1億，共申報了 185 個公開持股部位。
在 Q1 2026 季度，Hamilton Point Investment Advisors, LLC 按市值排列的前三大核心持股分別為：BRK-A (7.0%)、BNDX (6.6%)、AAPL (3.9%)。其中最大持股部位 BRK-A 佔據整體投資組合約 7.0% 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
AVEM
市值: US$966.8萬
本季最大獲利了結 / 清倉標的
NICE
前期市值: US$548.1萬
在 Q1 2026 季度中，Hamilton Point Investment Advisors, LLC 共進行了 118 項持倉異動，包含新建倉 8 個部位、加碼 20 個部位、減碼 78 個部位以及清倉 12 個部位。 其中最大新建倉標的為 AVEM。 本季清倉部位包含 NICE。
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。