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: 0001802882
申報總市值
US$4.6億
US$4.6億
144 檔
26.3%
根據最新整理的 13F 季度數據集，Harrell Investment Partners, LLC 於 Q2 2026 結束時的管理資產規模為 US$4.6億。該機構在本季度申報了 144 檔美股持倉，呈現出該時期的主要投資地圖。
Q2 2026 的申報記錄反映 Harrell Investment Partners, LLC 的板塊替換策略：機構本季推動了 77 筆增持與 64 筆減持，籌碼呈現明顯的結構重組。
整體而言，Harrell Investment Partners, LLC 的前 5 大持股（包含 AVGO, AAPL, NVDA）貢獻了組合市值的 26.3%，形成該機構在 Q2 2026 季度的基本面基石。
| # | 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 | 7.40% | -0.63% | -2.33% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 6.50% | +0.94% | -1.38% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 5.88% | +0.56% | -2.14% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.43% | +0.02% | -3.57% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.30% | -0.19% | +0.27% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 3.21% | +1.03% | +1.01% | |
| 7 | ADI | Analog Devices Inc | 股票-科技 | 2.82% | +0.02% | +5.45% | |
| 8 | WMT | Walmart Inc | 股票-非循環性消費 | 2.72% | -0.22% | +1.24% | |
| 9 | ETN | Eaton Corporation plc | 股票-工業 | 2.53% | -0.06% | -1.26% | |
| 10 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.28% | +0.08% | -0.57% | |
| 11 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.23% | +0.06% | +1.92% | |
| 12 | MSI | Motorola Solutions Inc | 股票-科技 | 2.12% | +0.14% | -0.60% | |
| 13 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.72% | +0.03% | -1.01% | |
| 14 | MPC | Marathon Petroleum CORP | 股票-能源 | 1.68% | +0.90% | +0.62% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.65% | -0.02% | -1.19% | |
| 16 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.63% | +0.03% | +3.29% | |
| 17 | CMI | Cummins Inc | 股票-工業 | 1.55% | -0.48% | -0.62% | |
| 18 | HD | Home Depot Inc | 股票-循環性消費 | 1.53% | -0.33% | -2.68% | |
| 19 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.49% | +0.40% | +0.84% | |
| 20 | TSLA | Tesla Inc | 股票-循環性消費 | 1.43% | -0.22% | +1.72% | |
| 21 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.41% | +0.03% | -1.55% | |
| 22 | CB | Chubb Limited | 股票-金融 | 1.38% | -0.08% | +0.60% | |
| 23 | V | Visa Inc-class A Shares | 股票-金融 | 1.30% | +0.04% | -1.85% | |
| 24 | CME | Cme Group Inc | 股票-金融 | 1.27% | +0.14% | +2.53% | |
| 25 | XOM | Exxon Mobil CORP | 股票-能源 | 1.22% | -1.22% | EXIT | |
| 26 | DRI | Darden Restaurants Inc | 股票-循環性消費 | 1.21% | -0.09% | +0.88% | |
| 27 | TT | Trane Technologies plc | 股票-工業 | 1.14% | -0.10% | -1.21% | |
| 28 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.12% | -0.04% | -1.23% | |
| 29 | APD | Air Products & Chemicals Inc | 股票-原物料 | 1.02% | -0.07% | -2.53% | |
| 30 | LRCX | Lam Research CORP | 股票-科技 | 1.00% | -0.31% | -8.58% | |
| 31 | O | Realty Income CORP | 股票-房地產 | 0.96% | -0.11% | +0.88% | |
| 32 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.92% | +0.07% | +22.75% | |
| 33 | ANET | Arista Networks Inc | 股票-科技 | 0.92% | — | -12.00% | |
| 34 | TXN | Texas Instruments Inc | 股票-科技 | 0.84% | -0.08% | +3.19% | |
| 35 | UNP | Union Pacific CORP | 股票-工業 | 0.79% | -0.05% | -0.64% | |
| 36 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.77% | -0.11% | +12.79% | |
| 37 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.73% | -0.03% | +0.57% | |
| 38 | WFC | Wells Fargo & Co | 股票-金融 | 0.73% | -0.02% | +3.36% | |
| 39 | BA | Boeing Co/the | 股票-工業 | 0.71% | -0.11% | +2.61% | |
| 40 | INTC | Intel CORP | 股票-科技 | 0.70% | -0.10% | +0.43% | |
| 41 | MNST | Monster Beverage CORP | 股票-非循環性消費 | 0.69% | -0.10% | +1.34% | |
| 42 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.68% | +0.05% | -2.23% | |
| 43 | ETR | Entergy CORP | 股票-公用事業 | 0.68% | -0.09% | +6.97% | |
| 44 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.65% | +0.01% | -13.49% | |
| 45 | MU | Micron Technology Inc | 股票-科技 | 0.64% | -0.11% | -17.43% | |
| 46 | XLF | Ss Financial Select Sector | ETF-其他 | 0.62% | -0.01% | +0.75% | |
| 47 | ORCL | Oracle CORP | 股票-科技 | 0.60% | -0.05% | +6.57% | |
| 48 | NFLX | Netflix Inc | 股票-通訊服務 | 0.53% | -0.03% | -7.42% | |
| 49 | EPD | Enterprise Products Partners | 股票-能源 | 0.49% | -0.09% | +14.90% | |
| 50 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 0.48% | +0.01% | +1.52% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +0.6% | -2.33% | 減碼 |
| 2 | ADI | Analog Devices Inc | +0.5% | +5.45% | 加碼 |
| 3 | INTC | Intel CORP | +0.5% | +0.43% | 加碼 |
| 4 | XLK | Ss Technology Select Sector | +0.4% | +3.29% | 加碼 |
| 5 | LRCX | Lam Research CORP | +0.4% | -8.58% | 減碼 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.4% | +0.27% | 加碼 |
| 7 | MU | Micron Technology Inc | +0.4% | -17.43% | 減碼 |
| 8 | EQIX | Equinix Inc | +0.4% | NEW | 新建倉 |
| 9 | SCI | Service CORP International | +0.3% | NEW | 新建倉 |
| 10 | TXN | Texas Instruments Inc | +0.3% | +3.19% | 加碼 |
| 11 | CMI | Cummins Inc | +0.3% | -0.62% | 減碼 |
| 12 | ETN | Eaton Corporation plc | +0.2% | -1.26% | 減碼 |
| 13 | AAPL | Apple Inc | +0.1% | -1.38% | 減碼 |
| 14 | AMAT | Applied Materials Inc | +0.1% | -16.81% | 減碼 |
| 15 | NVDA | Nvidia CORP | +0.1% | -2.14% | 減碼 |
| 16 | MNST | Monster Beverage CORP | +0.1% | +1.34% | 加碼 |
| 17 | UNH | Unitedhealth Group Inc | +0.1% | -13.49% | 減碼 |
| 18 | GOOG | Alphabet Inc-cl C | +0.1% | -1.23% | 減碼 |
| 19 | IYT | Ishares US Transportation Et | +0.1% | NEW | 新建倉 |
| 20 | ANET | Arista Networks Inc | +0.1% | -12.00% | 減碼 |
| 21 | AMZN | Amazon.com Inc | +0.1% | -0.57% | 減碼 |
| 22 | DELL | Dell Technologies -c | +0.1% | NEW | 新建倉 |
| 23 | ABBV | Abbvie Inc | +0.1% | -1.01% | 減碼 |
| 24 | IGM | Ishares Expanded Tech Sector | +0.1% | +0.11% | 加碼 |
| 25 | AMD | Advanced Micro Devices | +0.1% | -25.48% | 減碼 |
| 26 | SLB | Slb LTD | +0.1% | NEW | 新建倉 |
| 27 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | -1.19% | 減碼 |
| 28 | TSLA | Tesla Inc | +0.1% | +1.72% | 加碼 |
| 29 | TT | Trane Technologies plc | +0.1% | -1.21% | 減碼 |
| 30 | NXPI | NXP Semiconductors N.V. | +0.1% | -1.65% | 減碼 |
| 31 | STT | State Street CORP | +0.1% | NEW | 新建倉 |
| 32 | XLB | Ss Materials Select Sector | +0.1% | NEW | 新建倉 |
| 33 | MS | Morgan Stanley | +0.1% | +3.47% | 加碼 |
| 34 | LAMR | Lamar Advertising Co-a | +0.1% | +10.48% | 加碼 |
| 35 | QCOM | Qualcomm Inc | +0.1% | +1.40% | 加碼 |
| 36 | SPG | Simon Property Group Inc | +0.1% | +10.86% | 加碼 |
| 37 | STM | Stmicroelectronics Nv-ny Shs | +0.1% | NEW | 新建倉 |
| 38 | HUM | Humana Inc | +0.1% | NEW | 新建倉 |
| 39 | RHP | Ryman Hospitality Properties | 0% | +7.57% | 加碼 |
| 40 | ILMN | Illumina Inc | 0% | +0.66% | 加碼 |
| 41 | NVO | Novo-nordisk A/s-spons Adr | 0% | +7.50% | 加碼 |
| 42 | GLW | Corning Inc | 0% | +7.02% | 加碼 |
| 43 | CVS | Cvs Health CORP | 0% | -8.08% | 減碼 |
| 44 | UL | Unilever Plc-sponsored Adr | 0% | +23.70% | 加碼 |
| 45 | SNA | Snap-on Inc | 0% | +12.03% | 加碼 |
| 46 | WSO | Watsco Inc | 0% | +10.37% | 加碼 |
| 47 | ET | Energy Transfer LP | 0% | +55.84% | 加碼 |
| 48 | CAT | Caterpillar Inc | 0% | — | 不變 |
| 49 | V | Visa Inc-class A Shares | 0% | -1.85% | 減碼 |
| 50 | VRTX | Vertex Pharmaceuticals Inc | 0% | +1.52% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Harrell Investment Partners, LLC 在 Q2 2026 季度的美股持倉總市值約為 US$4.6億，共申報了 144 個公開持股部位。
在 Q2 2026 季度，Harrell Investment Partners, LLC 按市值排列的前三大核心持股分別為：AVGO (7.4%)、AAPL (6.5%)、NVDA (5.9%)。其中最大持股部位 AVGO 佔據整體投資組合約 7.4% 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
EQIX
市值: US$164.3萬
本季最大獲利了結 / 清倉標的
CMCSA
前期市值: US$251.1萬
在 Q2 2026 季度中，Harrell Investment Partners, LLC 共進行了 141 項持倉異動，包含新建倉 9 個部位、加碼 68 個部位、減碼 55 個部位以及清倉 9 個部位。 其中最大新建倉標的為 EQIX。 本季清倉部位包含 CMCSA。
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。