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: 0001969566
申報總市值
US$85.4億
US$85.4億
396 檔
20.2%
Q1 2026 季度申報顯示，iA Global Asset Management Inc. 揭露的美股組合總市值為 US$85.4億，涵蓋 396 個不同之權益投資部位。
Q1 2026 的申報記錄反映 iA Global Asset Management Inc. 的板塊替換策略：機構本季推動了 87 筆增持與 111 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 NVDA, MSFT, AMZN）占據了總市值的 20.2%，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 396 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 | NVDA | Nvidia CORP | 股票-科技 | 7.25% | +0.58% | +3.82% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.86% | +1.44% | -8.72% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.81% | -0.11% | +13.14% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 4.66% | +0.54% | -5.48% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.89% | -0.26% | -2.86% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 2.34% | -0.22% | +24.65% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.34% | -0.30% | -10.29% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.29% | +1.44% | -3.00% | |
| 9 | MA | Mastercard Inc - A | 股票-金融 | 1.64% | -0.39% | -4.19% | |
| 10 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.63% | -0.16% | +2.29% | |
| 11 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 1.52% | -0.26% | +3.90% | |
| 12 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-其他 | 1.47% | -0.33% | -41.23% | |
| 13 | CMS | Cms Energy CORP | 股票-公用事業 | 1.45% | -0.15% | — | |
| 14 | WMT | Walmart Inc | 股票-非循環性消費 | 1.36% | -0.23% | +131.47% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 1.33% | -0.36% | -7.94% | |
| 16 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.29% | +0.05% | +2.39% | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.19% | -0.02% | +4.56% | |
| 18 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.17% | -0.39% | +17.12% | |
| 19 | TSLA | Tesla Inc | 股票-循環性消費 | 1.14% | +0.10% | -16.41% | |
| 20 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.13% | -0.26% | +4.07% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.10% | -0.05% | +11.19% | |
| 22 | LIN | Linde plc | 股票-原物料 | 1.05% | -0.09% | -21.41% | |
| 23 | PM | Philip Morris International | 股票-非循環性消費 | 1.03% | +0.26% | -7.79% | |
| 24 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.01% | +0.01% | +28.27% | |
| 25 | MU | Micron Technology Inc | 股票-科技 | 0.97% | -0.68% | +21.98% | |
| 26 | NFLX | Netflix Inc | 股票-通訊服務 | 0.94% | -0.06% | +10.97% | |
| 27 | GE | General Electric | 股票-工業 | 0.93% | -0.26% | -7.91% | |
| 28 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.83% | +0.25% | +9.23% | |
| 29 | LRCX | Lam Research CORP | 股票-科技 | 0.81% | -0.31% | +19.60% | |
| 30 | UNP | Union Pacific CORP | 股票-工業 | 0.76% | +0.01% | -28.35% | |
| 31 | CCJ | Cameco CORP | 股票-能源 | 0.74% | -0.18% | +0.49% | |
| 32 | APO | Apollo Global Management Inc | 股票-金融 | 0.68% | +0.31% | +2.22% | |
| 33 | KLAC | Kla CORP | 股票-科技 | 0.61% | -0.23% | +15.34% | |
| 34 | ORCL | Oracle CORP | 股票-科技 | 0.60% | +0.21% | NEW | |
| 35 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.60% | -0.07% | -17.04% | |
| 36 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.60% | -0.05% | -23.54% | |
| 37 | AMD | Advanced Micro Devices | 股票-科技 | 0.56% | +0.42% | -3.32% | |
| 38 | GEV | GE Vernova Inc | 股票-工業 | 0.54% | -0.12% | +109.69% | |
| 39 | SUNC | Sunococorp LLC | 股票-其他 | 0.53% | +0.03% | — | |
| 40 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.53% | -0.27% | -42.48% | |
| 41 | CSCO | Cisco Systems Inc | 股票-科技 | 0.53% | -0.08% | -3.46% | |
| 42 | WCN | Waste Connections Inc | 股票-工業 | 0.52% | -0.15% | EXIT | |
| 43 | AMAT | Applied Materials Inc | 股票-科技 | 0.50% | -0.23% | +3.92% | |
| 44 | NEM | Newmont CORP | 股票-原物料 | 0.49% | +0.25% | +44.57% | |
| 45 | CMG | Chipotle Mexican Grill Inc | 股票-循環性消費 | 0.48% | +0.01% | NEW | |
| 46 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.48% | — | +3.48% | |
| 47 | TDG | Transdigm Group Inc | 股票-工業 | 0.47% | -0.19% | +15.12% | |
| 48 | WFC | Wells Fargo & Co | 股票-金融 | 0.46% | -0.07% | EXIT | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.46% | — | -32.87% | |
| 50 | WM | Waste Management Inc | 股票-工業 | 0.46% | -0.19% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | WMT | Walmart Inc | +0.9% | +131.47% | 加碼 |
| 2 | AMZN | Amazon.com Inc | +0.6% | +13.14% | 加碼 |
| 3 | NVDA | Nvidia CORP | +0.5% | +3.82% | 加碼 |
| 4 | AVGO | Broadcom Inc | +0.5% | +24.65% | 加碼 |
| 5 | CVX | Chevron CORP | +0.4% | +6368.20% | 加碼 |
| 6 | COST | Costco Wholesale CORP | +0.4% | +28.27% | 加碼 |
| 7 | GEV | GE Vernova Inc | +0.4% | +109.69% | 加碼 |
| 8 | MU | Micron Technology Inc | +0.4% | +21.98% | 加碼 |
| 9 | T | At&t Inc | +0.3% | +7818.24% | 加碼 |
| 10 | CMG | Chipotle Mexican Grill Inc | +0.3% | +252.78% | 加碼 |
| 11 | JNJ | Johnson & Johnson | +0.3% | +2.39% | 加碼 |
| 12 | LRCX | Lam Research CORP | +0.3% | +19.60% | 加碼 |
| 13 | CMS | Cms Energy CORP | +0.3% | — | 不變 |
| 14 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +4.07% | 加碼 |
| 15 | MS | Morgan Stanley | +0.2% | +1522.73% | 加碼 |
| 16 | STX | Seagate Technology Holdings plc | +0.2% | +40.35% | 加碼 |
| 17 | NEM | Newmont CORP | +0.2% | +44.57% | 加碼 |
| 18 | KLAC | Kla CORP | +0.2% | +15.34% | 加碼 |
| 19 | NFLX | Netflix Inc | +0.2% | +10.97% | 加碼 |
| 20 | BLK | Blackrock Inc | +0.2% | +3848.57% | 加碼 |
| 21 | WCN | Waste Connections Inc | +0.2% | +49.12% | 加碼 |
| 22 | CCJ | Cameco CORP | +0.2% | +0.49% | 加碼 |
| 23 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.2% | +3.90% | 加碼 |
| 24 | CMI | Cummins Inc | +0.2% | +1229.30% | 加碼 |
| 25 | WMB | Williams Cos Inc | +0.2% | +4294.85% | 加碼 |
| 26 | AMAT | Applied Materials Inc | +0.2% | +3.92% | 加碼 |
| 27 | MPWR | Monolithic Power Systems Inc | +0.2% | +154.30% | 加碼 |
| 28 | AGG | Ishares Core U.s. Aggregate | +0.2% | +4.56% | 加碼 |
| 29 | SUNC | Sunococorp LLC | +0.2% | — | 不變 |
| 30 | RSG | Republic Services Inc | +0.1% | +54.52% | 加碼 |
| 31 | ETR | Entergy CORP | +0.1% | +74.97% | 加碼 |
| 32 | LHX | L3harris Technologies Inc | +0.1% | +71.74% | 加碼 |
| 33 | DUK | Duke Energy CORP | +0.1% | +45.02% | 加碼 |
| 34 | BNY | Bank Of New York Mellon CORP | +0.1% | +163.34% | 加碼 |
| 35 | DAL | Delta Air Lines Inc | +0.1% | +115.95% | 加碼 |
| 36 | WDC | Western Digital CORP | +0.1% | -8.44% | 減碼 |
| 37 | RL | Ralph Lauren CORP | +0.1% | +619.91% | 加碼 |
| 38 | EA | Electronic Arts Inc | +0.1% | +90.78% | 加碼 |
| 39 | DDOG | Datadog Inc - Class A | +0.1% | +133.69% | 加碼 |
| 40 | SNDK | Sandisk CORP | +0.1% | -43.90% | 減碼 |
| 41 | INTC | Intel CORP | +0.1% | +1.10% | 加碼 |
| 42 | MCK | Mckesson CORP | +0.1% | +27700.00% | 加碼 |
| 43 | ROST | Ross Stores Inc | +0.1% | +33.89% | 加碼 |
| 44 | EPD | Enterprise Products Partners | +0.1% | +7.31% | 加碼 |
| 45 | ZTS | Zoetis Inc | +0.1% | +798.39% | 加碼 |
| 46 | CRM | Salesforce Inc | +0.1% | +361.74% | 加碼 |
| 47 | APH | Amphenol Corp-cl A | +0.1% | +181.15% | 加碼 |
| 48 | HLT | Hilton Worldwide Holdings In | +0.1% | +53.98% | 加碼 |
| 49 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +50.08% | 加碼 |
| 50 | UNH | Unitedhealth Group Inc | +0.1% | +17.12% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，iA Global Asset Management Inc. 在 Q1 2026 季度的美股持倉總市值約為 US$85.4億，共申報了 396 個公開持股部位。
在 Q1 2026 季度，iA Global Asset Management Inc. 按市值排列的前三大核心持股分別為：NVDA (7.3%)、MSFT (4.9%)、AMZN (4.8%)。其中最大持股部位 NVDA 佔據整體投資組合約 7.3% 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
WM
市值: US$3217.1萬
本季最大獲利了結 / 清倉標的
CRH
前期市值: US$1.3億
在 Q1 2026 季度中，iA Global Asset Management Inc. 共進行了 198 項持倉異動，包含新建倉 29 個部位、加碼 58 個部位、減碼 85 個部位以及清倉 26 個部位。 其中最大新建倉標的為 WM。 本季清倉部位包含 CRH。
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。