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: 0001380137
申報總市值
US$8.7億
US$8.7億
274 檔
18.9%
截至 Q1 2026 季度末，Hunter Associates Investment Management LLC 的美股持倉估值約為 US$8.7億，全數申報部位共有 274 檔。
在 Q1 2026，Hunter Associates Investment Management LLC 操作展現出積極擴展與加碼意向。本季共新建倉 32 個新部位，並對 85 個既有持股進行加碼（合計增持 117 檔），相較減碼與清倉部位顯著佔優。
檢視投資組合結構，前 5 大主力部位（包含 GSLC, AAPL, MSFT）占據了總市值的 18.9%，展現出該機構在 Q1 2026 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 274 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 | GSLC | Goldman Activebeta US Lc ETF | ETF-避險與商品 | 5.98% | -0.06% | +1.17% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.82% | -0.01% | -1.20% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.08% | -0.43% | -0.16% | |
| 4 | FBND | Fidelity Total Bond ETF | ETF-其他 | 3.75% | -0.27% | +9.72% | |
| 5 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-其他 | 3.06% | -0.29% | +7.04% | |
| 6 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 2.88% | +0.33% | +3.22% | |
| 7 | IHDG | Wisdomtree International Hed | ETF-其他 | 2.70% | -0.20% | -13.37% | |
| 8 | AMGN | Amgen Inc | 股票-醫療保健 | 2.36% | -0.26% | -0.60% | |
| 9 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-其他 | 2.32% | -0.03% | +5.71% | |
| 10 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 2.32% | -0.27% | -1.06% | |
| 11 | CGMU | Cap Group Municipal Income | ETF-其他 | 2.01% | -0.17% | +11.98% | |
| 12 | AVGO | Broadcom Inc | 股票-科技 | 1.97% | +0.13% | -0.76% | |
| 13 | APLD | Applied Digital CORP | 股票-科技 | 1.58% | +0.39% | +1.54% | |
| 14 | CGDV | Cap Group Dividend Value | ETF-其他 | 1.49% | +0.19% | +14.47% | |
| 15 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.44% | -0.08% | -0.72% | |
| 16 | RMD | Resmed Inc | 股票-醫療保健 | 1.23% | -0.31% | -0.58% | |
| 17 | GLW | Corning Inc | 股票-科技 | 1.20% | +0.73% | -11.53% | |
| 18 | CSCO | Cisco Systems Inc | 股票-科技 | 1.19% | +0.39% | -0.12% | |
| 19 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.18% | -0.10% | +24.49% | |
| 20 | SAIA | Saia Inc | 股票-工業 | 1.04% | +0.03% | +2.49% | |
| 21 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.99% | -0.09% | +1.64% | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 0.98% | -0.27% | -2.25% | |
| 23 | TROW | T Rowe Price Group Inc | 股票-金融 | 0.98% | +0.09% | -21.84% | |
| 24 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.83% | -0.18% | -0.18% | |
| 25 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.80% | +0.03% | -10.43% | |
| 26 | FOUR | Shift4 Payments Inc-class A | 股票-科技 | 0.76% | -0.02% | +15.17% | |
| 27 | V | Visa Inc-class A Shares | 股票-金融 | 0.75% | — | -0.79% | |
| 28 | FDX | Fedex CORP | 股票-工業 | 0.74% | -0.18% | -0.43% | |
| 29 | H | Hyatt Hotels CORP - Cl A | 股票-循環性消費 | 0.73% | +0.13% | +4.81% | |
| 30 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.72% | +0.06% | +1.15% | |
| 31 | CGCP | Cap Group Core Plus Income | ETF-其他 | 0.72% | -0.06% | +23.09% | |
| 32 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.70% | -0.07% | -1.70% | |
| 33 | TPL | Texas Pacific Land CORP | 股票-能源 | 0.70% | -0.14% | -9.05% | |
| 34 | JIVE | JPM Interntl Value ETF | ETF-其他 | 0.69% | +0.04% | — | |
| 35 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.66% | +0.01% | -0.05% | |
| 36 | PM | Philip Morris International | 股票-非循環性消費 | 0.64% | -0.03% | +1.44% | |
| 37 | EXPE | Expedia Group Inc | 股票-循環性消費 | 0.63% | +0.01% | -20.31% | |
| 38 | CVX | Chevron CORP | 股票-能源 | 0.63% | -0.19% | +0.25% | |
| 39 | JBL | Jabil Inc | 股票-科技 | 0.60% | +0.04% | +1.20% | |
| 40 | JLL | Jones Lang Lasalle Inc | 股票-房地產 | 0.59% | -0.05% | -4.29% | |
| 41 | LH | Labcorp Holdings Inc | 股票-醫療保健 | 0.58% | -0.05% | -2.29% | |
| 42 | ACN | Accenture plc | 股票-科技 | 0.57% | -0.26% | -5.82% | |
| 43 | IBM | Intl Business Machines CORP | 股票-科技 | 0.57% | +0.01% | +3.92% | |
| 44 | FIX | Comfort Systems USA Inc | 股票-工業 | 0.55% | +0.08% | -13.74% | |
| 45 | SPIT | F/m Emerald Spec Sit ETF | ETF-其他 | 0.54% | +0.07% | +0.65% | |
| 46 | LIND | Lindblad Expeditions Holding | 股票-其他 | 0.51% | +0.21% | -2.40% | |
| 47 | FNF | Fidelity National Financial | 股票-金融 | 0.50% | -0.15% | -0.60% | |
| 48 | ELMD | Electromed Inc | 股票-其他 | 0.47% | +0.29% | +25.09% | |
| 49 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 0.47% | +0.10% | — | |
| 50 | SMG | Scotts Miracle-gro Co | 股票-原物料 | 0.45% | -0.29% | +3.80% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GLW | Corning Inc | +0.3% | -11.53% | 減碼 |
| 2 | FBND | Fidelity Total Bond ETF | +0.3% | +9.72% | 加碼 |
| 3 | XOM | Exxon Mobil CORP | +0.3% | -2.25% | 減碼 |
| 4 | TPL | Texas Pacific Land CORP | +0.2% | -9.05% | 減碼 |
| 5 | JEPI | Jpmorgan Equity Premium Inco | +0.2% | +24.49% | 加碼 |
| 6 | SCHD | Schwab US Dvd Equity ETF | +0.2% | -1.06% | 減碼 |
| 7 | JNJ | Johnson & Johnson | +0.2% | -0.72% | 減碼 |
| 8 | GS | Goldman Sachs Group Inc | +0.2% | +367.24% | 加碼 |
| 9 | CGMU | Cap Group Municipal Income | +0.2% | +11.98% | 加碼 |
| 10 | CVX | Chevron CORP | +0.2% | +0.25% | 加碼 |
| 11 | ISTB | Ishares Core 1-5 Year Usd Bo | +0.2% | +7.04% | 加碼 |
| 12 | CGDV | Cap Group Dividend Value | +0.2% | +14.47% | 加碼 |
| 13 | AMGN | Amgen Inc | +0.1% | -0.60% | 減碼 |
| 14 | FDX | Fedex CORP | +0.1% | -0.43% | 減碼 |
| 15 | XMHQ | Invesco S&p Midcap Qual ETF | +0.1% | +5.71% | 加碼 |
| 16 | CGCP | Cap Group Core Plus Income | +0.1% | +23.09% | 加碼 |
| 17 | FIX | Comfort Systems USA Inc | +0.1% | -13.74% | 減碼 |
| 18 | SAIA | Saia Inc | +0.1% | +2.49% | 加碼 |
| 19 | JBL | Jabil Inc | +0.1% | +1.20% | 加碼 |
| 20 | IAGG | Ishares Intl Aggregate Bond | +0.1% | +31.79% | 加碼 |
| 21 | LMT | Lockheed Martin CORP | +0.1% | +3.99% | 加碼 |
| 22 | NEE | Nextera Energy Inc | +0.1% | +30.92% | 加碼 |
| 23 | VGIT | Vanguard Intermediate-term T | +0.1% | +24.76% | 加碼 |
| 24 | VPG | Vishay Precision Group | +0.1% | +9.71% | 加碼 |
| 25 | LIND | Lindblad Expeditions Holding | +0.1% | -2.40% | 減碼 |
| 26 | KNF | Knife River CORP | +0.1% | +4.85% | 加碼 |
| 27 | ODFL | Old Dominion Freight Line | +0.1% | -2.76% | 減碼 |
| 28 | MO | Altria Group Inc | +0.1% | +3.70% | 加碼 |
| 29 | PEP | Pepsico Inc | +0.1% | -0.18% | 減碼 |
| 30 | GEV | GE Vernova Inc | +0.1% | +3.93% | 加碼 |
| 31 | PSX | Phillips 66 | +0.1% | +0.10% | 加碼 |
| 32 | INTC | Intel CORP | +0.1% | -0.03% | 減碼 |
| 33 | DLR | Digital Realty Trust Inc | 0% | — | 不變 |
| 34 | FNV | Franco-nevada CORP | 0% | +49.38% | 加碼 |
| 35 | CAT | Caterpillar Inc | 0% | +0.53% | 加碼 |
| 36 | ARLO | Arlo Technologies Inc | 0% | +9.64% | 加碼 |
| 37 | MPC | Marathon Petroleum CORP | 0% | +1.58% | 加碼 |
| 38 | MDLZ | Mondelez International Inc-a | 0% | +4.04% | 加碼 |
| 39 | GPC | Genuine Parts Co | 0% | +26.80% | 加碼 |
| 40 | EQT | Eqt CORP | 0% | -1.94% | 減碼 |
| 41 | MRK | Merck & Co. Inc. | 0% | +1.88% | 加碼 |
| 42 | SMG | Scotts Miracle-gro Co | 0% | +3.80% | 加碼 |
| 43 | PM | Philip Morris International | 0% | +1.44% | 加碼 |
| 44 | SNA | Snap-on Inc | 0% | +4.44% | 加碼 |
| 45 | PG | Procter & Gamble Co/the | 0% | +1.64% | 加碼 |
| 46 | DE | Deere & Co | 0% | +0.05% | 加碼 |
| 47 | RTX | Rtx CORP | 0% | +1.39% | 加碼 |
| 48 | ATRO | Astronics CORP | 0% | -3.39% | 減碼 |
| 49 | BMY | Bristol-myers Squibb Co | 0% | +8.41% | 加碼 |
| 50 | LH | Labcorp Holdings Inc | 0% | -2.29% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Hunter Associates Investment Management LLC 在 Q1 2026 季度的美股持倉總市值約為 US$8.7億，共申報了 274 個公開持股部位。
在 Q1 2026 季度，Hunter Associates Investment Management LLC 按市值排列的前三大核心持股分別為：GSLC (6.0%)、AAPL (4.8%)、MSFT (4.1%)。其中最大持股部位 GSLC 佔據整體投資組合約 6.0% 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
JIVE
市值: US$521.9萬
本季最大獲利了結 / 清倉標的
QCOM
前期市值: US$33.5萬
在 Q1 2026 季度中，Hunter Associates Investment Management LLC 共進行了 184 項持倉異動，包含新建倉 32 個部位、加碼 85 個部位、減碼 59 個部位以及清倉 8 個部位。 其中最大新建倉標的為 JIVE。 本季清倉部位包含 QCOM。
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。