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: 0000928052
申報總市值
US$75.4億
US$75.4億
1124 檔
23.2%
在 Q1 2026 的 13F 官方備案中，Hm Payson & Co 管理的美股投資組合規模來到 US$75.4億，整體持股檔數為 1124 檔。
在 Q1 2026 期間，Hm Payson & Co 展現了靈活的資產再平衡步調，透過出清 6 檔弱勢或達到目標價部位，將資金轉置於 10 檔新建倉標的之中。
從部位權重觀察，前 5 大標的（包含 AAPL, MSFT, AVGO）累計市值佔比達 23.2%，是驅動 Hm Payson & Co 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 1124 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 | AAPL | Apple Inc | 股票-科技 | 6.20% | +0.19% | -4.07% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.08% | -0.39% | +2.76% | |
| 3 | AVGO | Broadcom Inc | 股票-科技 | 5.01% | +0.49% | -8.64% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 4.67% | +0.56% | -4.32% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 4.31% | +0.31% | -1.49% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.75% | +0.09% | -1.36% | |
| 7 | LRCX | Lam Research CORP | 股票-科技 | 2.60% | +2.06% | -24.80% | |
| 8 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-其他 | 2.19% | -0.23% | -9.05% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.04% | -0.20% | +2.85% | |
| 10 | DGRO | Ishares Core Dividend Growth | ETF-其他 | 1.99% | -0.80% | +955.21% | |
| 11 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-其他 | 1.95% | -0.23% | -9.92% | |
| 12 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.89% | +0.10% | +1.49% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.89% | +0.19% | +688.73% | |
| 14 | LHX | L3harris Technologies Inc | 股票-工業 | 1.86% | -0.43% | -9.62% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.77% | +0.12% | -5.13% | |
| 16 | AME | Ametek Inc | 股票-工業 | 1.71% | +0.04% | -2.35% | |
| 17 | ASML | ASML Holding N.V. | 股票-科技 | 1.66% | +0.62% | -10.36% | |
| 18 | MA | Mastercard Inc - A | 股票-金融 | 1.51% | -0.02% | -11.76% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.47% | -0.09% | -1.69% | |
| 20 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-其他 | 1.47% | -0.13% | -2.16% | |
| 21 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.45% | -0.29% | +10.53% | |
| 22 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-其他 | 1.45% | -0.12% | -2.47% | |
| 23 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.31% | -0.22% | -13.20% | |
| 24 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.30% | -0.05% | +18.97% | |
| 25 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.25% | +0.07% | +0.67% | |
| 26 | HD | Home Depot Inc | 股票-循環性消費 | 1.17% | +0.03% | +2.92% | |
| 27 | CAT | Caterpillar Inc | 股票-工業 | 1.12% | -0.33% | -12.20% | |
| 28 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-其他 | 1.07% | -0.01% | +28.39% | |
| 29 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-其他 | 0.95% | +0.01% | +30.76% | |
| 30 | AZO | Autozone Inc | 股票-循環性消費 | 0.94% | -0.16% | -15.56% | |
| 31 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.86% | -0.09% | -19.07% | |
| 32 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.86% | -0.22% | -3.61% | |
| 33 | AMGN | Amgen Inc | 股票-醫療保健 | 0.84% | -0.03% | +6.24% | |
| 34 | V | Visa Inc-class A Shares | 股票-金融 | 0.83% | +0.09% | -51.39% | |
| 35 | SPGI | S&p Global Inc | 股票-金融 | 0.79% | -0.14% | +4.23% | |
| 36 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-其他 | 0.78% | +0.01% | +48.49% | |
| 37 | DHR | Danaher CORP | 股票-醫療保健 | 0.77% | -0.14% | +19.04% | |
| 38 | HUBB | Hubbell Inc | 股票-工業 | 0.76% | -0.05% | -28.36% | |
| 39 | ACN | Accenture plc | 股票-科技 | 0.75% | -0.60% | -6.43% | |
| 40 | NVT | nVent Electric plc | 股票-工業 | 0.74% | +0.22% | -23.54% | |
| 41 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.74% | +0.11% | +20.80% | |
| 42 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 0.73% | +0.08% | -7.13% | |
| 43 | LDRC | Ishares Ibonds 1-5 CORP Lad | ETF-其他 | 0.70% | +0.02% | +55.86% | |
| 44 | XOM | Exxon Mobil CORP | 股票-能源 | 0.70% | -0.12% | -15.94% | |
| 45 | CVX | Chevron CORP | 股票-能源 | 0.66% | -0.03% | +23.36% | |
| 46 | GD | General Dynamics CORP | 股票-工業 | 0.63% | -0.08% | -0.33% | |
| 47 | AON | Aon plc | 股票-金融 | 0.57% | -0.42% | -2.18% | |
| 48 | LDRT | Ishares Ibond 1-5 Trea Lad | ETF-其他 | 0.57% | +0.06% | +521.74% | |
| 49 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.56% | -0.13% | +4.28% | |
| 50 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.55% | -0.12% | -1.80% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | DGRO | Ishares Core Dividend Growth | +1.8% | +955.21% | 加碼 |
| 2 | VEA | Vanguard Ftse Developed ETF | +1.7% | +688.73% | 加碼 |
| 3 | LDRT | Ishares Ibond 1-5 Trea Lad | +0.5% | +521.74% | 加碼 |
| 4 | CVX | Chevron CORP | +0.3% | +23.36% | 加碼 |
| 5 | TJX | Tjx Companies Inc | +0.3% | +18.97% | 加碼 |
| 6 | IBDV | Ishares Ibonds Dec 2030 CORP | +0.3% | +48.49% | 加碼 |
| 7 | LDRC | Ishares Ibonds 1-5 CORP Lad | +0.3% | +55.86% | 加碼 |
| 8 | CRM | Salesforce Inc | +0.3% | +1938.78% | 加碼 |
| 9 | IBDT | Ishares Ibonds Dec 2028 ETF | +0.3% | +28.39% | 加碼 |
| 10 | IBDU | Ishares Ibonds Dec 2029 Term | +0.2% | +30.76% | 加碼 |
| 11 | JNJ | Johnson & Johnson | +0.2% | +0.67% | 加碼 |
| 12 | INTU | Intuit Inc | +0.2% | +348.95% | 加碼 |
| 13 | ASML | ASML Holding N.V. | +0.2% | -10.36% | 減碼 |
| 14 | MPC | Marathon Petroleum CORP | +0.2% | -19.07% | 減碼 |
| 15 | LHX | L3harris Technologies Inc | +0.2% | -9.62% | 減碼 |
| 16 | IBTI | Ishares Ibonds Dec 2028 Term | +0.1% | +69.29% | 加碼 |
| 17 | IBTK | Ishares Ibonds Dec 2030 Trea | +0.1% | +153.61% | 加碼 |
| 18 | XOM | Exxon Mobil CORP | +0.1% | -15.94% | 減碼 |
| 19 | AMGN | Amgen Inc | +0.1% | +6.24% | 加碼 |
| 20 | IBTJ | Ishares Ibonds Dec 2029 Term | +0.1% | +90.65% | 加碼 |
| 21 | APH | Amphenol Corp-cl A | +0.1% | +748.90% | 加碼 |
| 22 | CAT | Caterpillar Inc | +0.1% | -12.20% | 減碼 |
| 23 | MSCI | Msci Inc | +0.1% | +68.95% | 加碼 |
| 24 | NFLX | Netflix Inc | +0.1% | +251.81% | 加碼 |
| 25 | ETN | Eaton Corporation plc | +0.1% | +48.64% | 加碼 |
| 26 | AME | Ametek Inc | +0.1% | -2.35% | 減碼 |
| 27 | XLK | Ss Technology Select Sector | +0.1% | +581.04% | 加碼 |
| 28 | MRK | Merck & Co. Inc. | +0.1% | +1.21% | 加碼 |
| 29 | VWO | Vanguard Ftse Emerging Marke | 0% | +65.93% | 加碼 |
| 30 | STT | State Street CORP | 0% | +114.97% | 加碼 |
| 31 | RTX | Rtx CORP | 0% | +1.06% | 加碼 |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +11.29% | 加碼 |
| 33 | LLY | Eli Lilly & Co | 0% | +20.80% | 加碼 |
| 34 | CMI | Cummins Inc | 0% | -0.49% | 減碼 |
| 35 | PANW | Palo Alto Networks Inc | 0% | +139.76% | 加碼 |
| 36 | SGOV | Ishares 0-3 Month Treasury B | 0% | +38.37% | 加碼 |
| 37 | PFE | Pfizer Inc | 0% | +1.10% | 加碼 |
| 38 | WMT | Walmart Inc | 0% | -6.61% | 減碼 |
| 39 | TXN | Texas Instruments Inc | 0% | -1.30% | 減碼 |
| 40 | LOW | Lowe's Cos Inc | 0% | +4.28% | 加碼 |
| 41 | GEV | GE Vernova Inc | 0% | +4.88% | 加碼 |
| 42 | CSX | Csx CORP | 0% | -0.15% | 減碼 |
| 43 | PSX | Phillips 66 | 0% | -10.77% | 減碼 |
| 44 | NUSC | Nuveen Esg Small-cap ETF | 0% | +561.16% | 加碼 |
| 45 | CEG | Constellation Energy | 0% | +1885.32% | 加碼 |
| 46 | WAT | Waters CORP | 0% | +123.58% | 加碼 |
| 47 | DE | Deere & Co | 0% | -10.89% | 減碼 |
| 48 | SJM | Jm Smucker Co/the | 0% | +165.03% | 加碼 |
| 49 | COP | Conocophillips | 0% | -6.05% | 減碼 |
| 50 | PEP | Pepsico Inc | 0% | -1.25% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Hm Payson & Co 在 Q1 2026 季度的美股持倉總市值約為 US$75.4億，共申報了 1124 個公開持股部位。
在 Q1 2026 季度，Hm Payson & Co 按市值排列的前三大核心持股分別為：AAPL (6.2%)、MSFT (5.1%)、AVGO (5.0%)。其中最大持股部位 AAPL 佔據整體投資組合約 6.2% 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
GOVT
市值: US$1759.9萬
本季最大獲利了結 / 清倉標的
IEI
前期市值: US$1165.2萬
在 Q1 2026 季度中，Hm Payson & Co 共進行了 191 項持倉異動，包含新建倉 10 個部位、加碼 86 個部位、減碼 89 個部位以及清倉 6 個部位。 其中最大新建倉標的為 GOVT。 本季清倉部位包含 IEI。
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。