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: 0001430681
申報總市值
US$33.0萬
US$33.0萬
92 檔
31390.8%
Q1 2026 季度申報顯示，Hayek Kallen Investment Management 揭露的美股組合總市值為 US$33.0萬，涵蓋 92 個不同之權益投資部位。
Q1 2026 的申報記錄反映 Hayek Kallen Investment Management 的板塊替換策略：機構本季推動了 91 筆增持與 92 筆減持，籌碼呈現明顯的結構重組。
檢視投資組合結構，前 5 大主力部位（包含 AAPL, MSFT, BRK-B）占據了總市值的 31390.8%，展現出該機構在 Q1 2026 的重點資金聚焦與風險分佈特徵。
| # | 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 | AAPL | Apple Inc | 股票-科技 | 11.02% | +0.62% | — | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 7.09% | -0.47% | — | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 5.68% | -0.19% | — | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 5.10% | +0.64% | — | |
| 5 | WMT | Walmart Inc | 股票-非循環性消費 | 4.82% | -0.78% | — | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 3.73% | +0.24% | — | |
| 7 | WM | Waste Management Inc | 股票-工業 | 3.45% | -0.29% | — | |
| 8 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.90% | -0.08% | — | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.83% | +0.13% | — | |
| 10 | CAT | Caterpillar Inc | 股票-工業 | 2.74% | +1.01% | — | |
| 11 | ABBV | Abbvie Inc | 股票-醫療保健 | 2.33% | +0.18% | — | |
| 12 | IBM | Intl Business Machines CORP | 股票-科技 | 2.15% | +0.20% | — | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 2.12% | +0.14% | — | |
| 14 | VZ | Verizon Communications Inc | 股票-通訊服務 | 2.03% | -0.41% | — | |
| 15 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 1.99% | -0.06% | — | |
| 16 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 1.89% | -0.11% | — | |
| 17 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.89% | +0.01% | — | |
| 18 | BP | Bp Plc-spons Adr | 股票-能源 | 1.71% | -0.48% | — | |
| 19 | ORCL | Oracle CORP | 股票-科技 | 1.67% | -0.19% | — | |
| 20 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.65% | +0.18% | — | |
| 21 | PM | Philip Morris International | 股票-非循環性消費 | 1.60% | +0.04% | — | |
| 22 | UNP | Union Pacific CORP | 股票-工業 | 1.52% | +0.06% | — | |
| 23 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.44% | -0.11% | — | |
| 24 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.38% | -0.01% | — | |
| 25 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.29% | -0.26% | — | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.15% | +0.25% | — | |
| 27 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.12% | -0.22% | — | |
| 28 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.08% | +0.19% | — | |
| 29 | XOM | Exxon Mobil CORP | 股票-能源 | 0.98% | -0.26% | — | |
| 30 | CVX | Chevron CORP | 股票-能源 | 0.97% | -0.25% | — | |
| 31 | DE | Deere & Co | 股票-工業 | 0.95% | +0.07% | — | |
| 32 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.93% | +0.01% | — | |
| 33 | MO | Altria Group Inc | 股票-非循環性消費 | 0.93% | +0.02% | — | |
| 34 | SO | Southern Co/the | 股票-公用事業 | 0.89% | -0.07% | — | |
| 35 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.88% | -0.12% | — | |
| 36 | PFE | Pfizer Inc | 股票-醫療保健 | 0.88% | -0.19% | — | |
| 37 | CSCO | Cisco Systems Inc | 股票-科技 | 0.79% | +0.33% | — | |
| 38 | C | Citigroup Inc | 股票-金融 | 0.72% | +0.13% | — | |
| 39 | T | At&t Inc | 股票-通訊服務 | 0.69% | -0.22% | — | |
| 40 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.65% | -0.10% | — | |
| 41 | USB | US Bancorp | 股票-金融 | 0.51% | — | — | |
| 42 | HD | Home Depot Inc | 股票-循環性消費 | 0.51% | — | — | |
| 43 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.51% | -0.04% | — | |
| 44 | DUK | Duke Energy CORP | 股票-公用事業 | 0.45% | -0.05% | — | |
| 45 | ACN | Accenture plc | 股票-科技 | 0.44% | -0.27% | — | |
| 46 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.43% | +0.02% | — | |
| 47 | BAC | Bank Of America CORP | 股票-金融 | 0.38% | +0.06% | — | |
| 48 | SHEL | Shell Plc-adr | 股票-能源 | 0.37% | -0.14% | — | |
| 49 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.36% | -0.03% | — | |
| 50 | MA | Mastercard Inc - A | 股票-金融 | 0.32% | +0.02% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ABT | Abbott Laboratories | 0% | — | 不變 |
| 2 | ✓ | — | EXIT | 清倉 | |
| 3 | AAPL | Apple Inc | — | NEW | 新建倉 |
| 4 | ✓ | — | EXIT | 清倉 | |
| 5 | MSFT | Microsoft CORP | — | NEW | 新建倉 |
| 6 | ✓ | — | EXIT | 清倉 | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | 新建倉 |
| 8 | ✓ | — | EXIT | 清倉 | |
| 9 | GOOGL | Alphabet Inc-cl A | — | NEW | 新建倉 |
| 10 | WMT | Walmart Inc | — | NEW | 新建倉 |
| 11 | ✓ | — | EXIT | 清倉 | |
| 12 | ✓ | — | EXIT | 清倉 | |
| 13 | NVDA | Nvidia CORP | — | NEW | 新建倉 |
| 14 | WM | Waste Management Inc | — | NEW | 新建倉 |
| 15 | ✓ | — | EXIT | 清倉 | |
| 16 | ✓ | — | EXIT | 清倉 | |
| 17 | JNJ | Johnson & Johnson | — | NEW | 新建倉 |
| 18 | JPM | Jpmorgan Chase & Co | — | NEW | 新建倉 |
| 19 | CAT | Caterpillar Inc | — | NEW | 新建倉 |
| 20 | ✓ | — | EXIT | 清倉 | |
| 21 | ✓ | — | EXIT | 清倉 | |
| 22 | ✓ | Abbott Laboratories | — | EXIT | 清倉 |
| 23 | ✓ | — | EXIT | 清倉 | |
| 24 | ✓ | — | EXIT | 清倉 | |
| 25 | ✓ | — | EXIT | 清倉 | |
| 26 | ABBV | Abbvie Inc | — | NEW | 新建倉 |
| 27 | IBM | Intl Business Machines CORP | — | NEW | 新建倉 |
| 28 | V | Visa Inc-class A Shares | — | NEW | 新建倉 |
| 29 | VZ | Verizon Communications Inc | — | NEW | 新建倉 |
| 30 | SGOV | Ishares 0-3 Month Treasury B | — | NEW | 新建倉 |
| 31 | NVS | Novartis Ag-sponsored Adr | — | NEW | 新建倉 |
| 32 | KO | Coca-cola Co/the | — | NEW | 新建倉 |
| 33 | ✓ | — | EXIT | 清倉 | |
| 34 | ✓ | — | EXIT | 清倉 | |
| 35 | ✓ | — | EXIT | 清倉 | |
| 36 | ✓ | — | EXIT | 清倉 | |
| 37 | ✓ | — | EXIT | 清倉 | |
| 38 | BP | Bp Plc-spons Adr | — | NEW | 新建倉 |
| 39 | ORCL | Oracle CORP | — | NEW | 新建倉 |
| 40 | AMZN | Amazon.com Inc | — | NEW | 新建倉 |
| 41 | ✓ | — | EXIT | 清倉 | |
| 42 | PM | Philip Morris International | — | NEW | 新建倉 |
| 43 | ✓ | — | EXIT | 清倉 | |
| 44 | UNP | Union Pacific CORP | — | NEW | 新建倉 |
| 45 | ✓ | — | EXIT | 清倉 | |
| 46 | TMO | Thermo Fisher Scientific Inc | — | NEW | 新建倉 |
| 47 | JPST | Jpmorgan Ultra-short Income | — | NEW | 新建倉 |
| 48 | ✓ | — | EXIT | 清倉 | |
| 49 | PEP | Pepsico Inc | — | NEW | 新建倉 |
| 50 | ✓ | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Hayek Kallen Investment Management 在 Q1 2026 季度的美股持倉總市值約為 US$33.0萬，共申報了 92 個公開持股部位。
在 Q1 2026 季度，Hayek Kallen Investment Management 按市值排列的前三大核心持股分別為：AAPL (11.0%)、MSFT (7.1%)、BRK-B (5.7%)。其中最大持股部位 AAPL 佔據整體投資組合約 11.0% 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
AAPL
市值: US$3383.7萬
本季最大獲利了結 / 清倉標的
前期市值: US$3660.7萬
在 Q1 2026 季度中，Hayek Kallen Investment Management 共進行了 183 項持倉異動，包含新建倉 91 個部位、加碼 0 個部位、減碼 0 個部位以及清倉 92 個部位。 其中最大新建倉標的為 AAPL。 本季清倉部位包含 。
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。