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: 0001277403
申報總市值
US$40.4億
US$40.4億
30 檔
28.0%
Q2 2026 季度申報顯示，Hamlin Capital Management, LLC 揭露的美股組合總市值為 US$40.4億，涵蓋 30 個不同之權益投資部位。
Hamlin Capital Management, LLC 在 Q2 2026 的調整主要集中於風險出清，清倉與減碼部位合計達 23 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
檢視投資組合結構，前 5 大主力部位（包含 CMI, MS, LAMR）占據了總市值的 28.0%，展現出該機構在 Q2 2026 的重點資金聚焦與風險分佈特徵。
本季最大新建倉標的
IBM
市值: US$5448.4萬
本季最大獲利了結 / 清倉標的
IWD
前期市值: US$49.1萬
| # | 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 | CMI | Cummins Inc | 股票-工業 | 6.16% | -1.74% | -8.83% | |
| 2 | MS | Morgan Stanley | 股票-金融 | 5.54% | -0.09% | -8.57% | |
| 3 | LAMR | Lamar Advertising Co-a | 股票-房地產 | 4.70% | +0.01% | -2.93% | |
| 4 | AVGO | Broadcom Inc | 股票-科技 | 4.68% | -0.18% | -9.92% | |
| 5 | SPG | Simon Property Group Inc | 股票-房地產 | 4.36% | -0.31% | -3.50% | |
| 6 | ORI | Old Republic Intl CORP | 股票-金融 | 4.29% | -0.04% | -1.56% | |
| 7 | ABBV | Abbvie Inc | 股票-醫療保健 | 4.18% | +0.54% | -11.70% | |
| 8 | SNA | Snap-on Inc | 股票-工業 | 4.14% | +0.08% | -2.72% | |
| 9 | PEG | Public Service Enterprise Gp | 股票-公用事業 | 4.10% | -0.43% | -1.08% | |
| 10 | JNJ | Johnson & Johnson | 股票-醫療保健 | 4.08% | +0.58% | -2.94% | |
| 11 | CVS | Cvs Health CORP | 股票-醫療保健 | 4.00% | +0.14% | +4.56% | |
| 12 | EPD | Enterprise Products Partners | 股票-能源 | 3.96% | +0.24% | -1.46% | |
| 13 | DRI | Darden Restaurants Inc | 股票-循環性消費 | 3.81% | -0.35% | -3.34% | |
| 14 | UL | Unilever Plc-sponsored Adr | 股票-非循環性消費 | 3.68% | +0.32% | +11.56% | |
| 15 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 3.49% | -0.63% | -0.75% | |
| 16 | COP | Conocophillips | 股票-能源 | 3.39% | +1.08% | -2.97% | |
| 17 | TXN | Texas Instruments Inc | 股票-科技 | 3.37% | +0.10% | -9.98% | |
| 18 | DKS | Dick's Sporting Goods Inc | 股票-循環性消費 | 3.29% | -3.29% | EXIT | |
| 19 | HD | Home Depot Inc | 股票-循環性消費 | 3.23% | -0.68% | -0.03% | |
| 20 | WSO | Watsco Inc | 股票-工業 | 2.85% | -0.58% | -9.79% | |
| 21 | RHP | Ryman Hospitality Properties | 股票-房地產 | 2.84% | +0.02% | -4.21% | |
| 22 | CME | Cme Group Inc | 股票-金融 | 2.67% | +0.78% | -25.61% | |
| 23 | PAYX | Paychex Inc | 股票-科技 | 2.65% | +0.83% | +5.24% | |
| 24 | PM | Philip Morris International | 股票-非循環性消費 | 2.58% | +1.35% | -13.28% | |
| 25 | ARES | Ares Management CORP - A | 股票-金融 | 2.40% | +0.54% | +1.52% | |
| 26 | UGI | Ugi CORP | 股票-公用事業 | 2.06% | +0.20% | +0.62% | |
| 27 | SLB | Slb LTD | 股票-能源 | 1.72% | +0.63% | +53.40% | |
| 28 | IBM | Intl Business Machines CORP | 股票-科技 | 1.23% | +0.08% | — | |
| 29 | PAG | Penske Automotive Group Inc | 股票-循環性消費 | 0.52% | -0.52% | EXIT | |
| 30 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.02% | -0.02% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | IBM | Intl Business Machines CORP | +1.2% | NEW | 新建倉 |
| 2 | CVS | Cvs Health CORP | +1.2% | +4.56% | 加碼 |
| 3 | TXN | Texas Instruments Inc | +0.8% | -9.98% | 減碼 |
| 4 | CMI | Cummins Inc | +0.7% | -8.83% | 減碼 |
| 5 | RHP | Ryman Hospitality Properties | +0.6% | -4.21% | 減碼 |
| 6 | LAMR | Lamar Advertising Co-a | +0.5% | -2.93% | 減碼 |
| 7 | MS | Morgan Stanley | +0.4% | -8.57% | 減碼 |
| 8 | SLB | Slb LTD | +0.4% | +53.40% | 加碼 |
| 9 | SPG | Simon Property Group Inc | +0.3% | -3.50% | 減碼 |
| 10 | UL | Unilever Plc-sponsored Adr | +0.3% | +11.56% | 加碼 |
| 11 | PAYX | Paychex Inc | +0.1% | +5.24% | 加碼 |
| 12 | AVGO | Broadcom Inc | +0.1% | -9.92% | 減碼 |
| 13 | DKS | Dick's Sporting Goods Inc | +0.1% | -2.90% | 減碼 |
| 14 | PAG | Penske Automotive Group Inc | +0.1% | -1.09% | 減碼 |
| 15 | SNA | Snap-on Inc | 0% | -2.72% | 減碼 |
| 16 | IEF | Ishares 7-10 Year Treasury B | — | — | 不變 |
| 17 | HD | Home Depot Inc | 0% | -0.03% | 減碼 |
| 18 | IWD | Ishares Russell 1000 Value E | 0% | EXIT | 清倉 |
| 19 | ARES | Ares Management CORP - A | -0.1% | +1.52% | 加碼 |
| 20 | WSO | Watsco Inc | -0.1% | -9.79% | 減碼 |
| 21 | ABBV | Abbvie Inc | -0.2% | -11.70% | 減碼 |
| 22 | DRI | Darden Restaurants Inc | -0.2% | -3.34% | 減碼 |
| 23 | PG | Procter & Gamble Co/the | -0.2% | -0.75% | 減碼 |
| 24 | UGI | Ugi CORP | -0.3% | +0.62% | 加碼 |
| 25 | ORI | Old Republic Intl CORP | -0.3% | -1.56% | 減碼 |
| 26 | JNJ | Johnson & Johnson | -0.3% | -2.94% | 減碼 |
| 27 | PM | Philip Morris International | -0.3% | -13.28% | 減碼 |
| 28 | PEG | Public Service Enterprise Gp | -0.3% | -1.08% | 減碼 |
| 29 | EPD | Enterprise Products Partners | -0.5% | -1.46% | 減碼 |
| 30 | COP | Conocophillips | -1.4% | -2.97% | 減碼 |
| 31 | CME | Cme Group Inc | -2.5% | -25.61% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Hamlin Capital Management, LLC 在 Q2 2026 季度的美股持倉總市值約為 US$40.4億，共申報了 30 個公開持股部位。
在 Q2 2026 季度，Hamlin Capital Management, LLC 按市值排列的前三大核心持股分別為：CMI (6.2%)、MS (5.5%)、LAMR (4.7%)。其中最大持股部位 CMI 佔據整體投資組合約 6.2% 的權重。
在 Q2 2026 季度中，Hamlin Capital Management, LLC 共進行了 30 項持倉異動，包含新建倉 1 個部位、加碼 6 個部位、減碼 22 個部位以及清倉 1 個部位。 其中最大新建倉標的為 IBM。 本季清倉部位包含 IWD。
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。
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。
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。