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: 0002110902
申報總市值
US$5.0億
US$5.0億
299 檔
23.6%
根據最新整理的 13F 季度數據集，Intesa Sanpaolo Wealth Management 於 Q1 2026 結束時的管理資產規模為 US$5.0億。該機構在本季度申報了 299 檔美股持倉，呈現出該時期的主要投資地圖。
Intesa Sanpaolo Wealth Management 在 Q1 2026 進行了結構性的板塊輪動與部位換股。在開立 24 個全新部位及加碼 73 檔持股的同時，亦同步清倉 16 檔並減碼 64 檔標的。
檢視投資組合結構，前 5 大主力部位（包含 MSFT, DIS, GOOGL）占據了總市值的 23.6%，展現出該機構在 Q1 2026 的重點資金聚焦與風險分佈特徵。
本季最大新建倉標的
IEMG
市值: US$207.5萬
本季最大獲利了結 / 清倉標的
BRO
前期市值: US$149.0萬
僅顯示前 200 大持股（共 299 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 | MSFT | Microsoft CORP | 股票-科技 | 9.21% | -3.18% | +5.94% | |
| 2 | DIS | Walt Disney Co/the | 股票-通訊服務 | 5.43% | -5.32% | -9.57% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 5.11% | +0.47% | +3.18% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 4.60% | +0.21% | -4.05% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.41% | — | -0.19% | |
| 6 | PHYS | Sprott Physical Gold Trust | 股票-其他 | 4.35% | +2.15% | +149.13% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.67% | -0.02% | -2.77% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 3.44% | +2.01% | +12.74% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.87% | -0.45% | -4.21% | |
| 10 | WM | Waste Management Inc | 股票-工業 | 2.17% | -0.22% | -9.48% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.97% | +0.42% | +2.54% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 1.92% | -0.11% | -12.63% | |
| 13 | AVGO | Broadcom Inc | 股票-科技 | 1.90% | +1.82% | +59.65% | |
| 14 | BLK | Blackrock Inc | 股票-金融 | 1.83% | -0.71% | +47.09% | |
| 15 | LIN | Linde plc | 股票-原物料 | 1.65% | -0.42% | -0.26% | |
| 16 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.30% | -1.10% | -27.17% | |
| 17 | XOM | Exxon Mobil CORP | 股票-能源 | 1.27% | -0.10% | +8.52% | |
| 18 | GLDM | Spdr Gold Minishares Trust | ETF-避險與商品 | 1.27% | -0.53% | -59.79% | |
| 19 | SPGI | S&p Global Inc | 股票-金融 | 1.23% | -0.10% | +6.95% | |
| 20 | HD | Home Depot Inc | 股票-循環性消費 | 1.23% | -0.32% | -25.07% | |
| 21 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.21% | -0.11% | +8.08% | |
| 22 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.20% | — | +9.17% | |
| 23 | ICE | Intercontinental Exchange In | 股票-金融 | 1.19% | -0.49% | +0.41% | |
| 24 | RSG | Republic Services Inc | 股票-工業 | 1.13% | -0.09% | -33.71% | |
| 25 | AXP | American Express Co | 股票-金融 | 1.10% | +0.13% | -24.27% | |
| 26 | KHC | Kraft Heinz Co/the | 股票-非循環性消費 | 1.01% | -0.08% | +25.02% | |
| 27 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.99% | -0.21% | +42.64% | |
| 28 | CRM | Salesforce Inc | 股票-科技 | 0.99% | -0.36% | +2.19% | |
| 29 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 0.98% | +0.15% | +43.92% | |
| 30 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.97% | +0.41% | +7.16% | |
| 31 | RACE | Ferrari N.V. | 股票-循環性消費 | 0.83% | -0.23% | +0.33% | |
| 32 | PFE | Pfizer Inc | 股票-醫療保健 | 0.77% | -0.18% | +10.08% | |
| 33 | T | At&t Inc | 股票-通訊服務 | 0.75% | -0.49% | -9.09% | |
| 34 | TTE | TotalEnergies SE | 股票-其他 | 0.74% | +0.12% | +13.75% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.70% | +1.97% | +11.06% | |
| 36 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-其他 | 0.67% | -0.40% | -17.18% | |
| 37 | WMT | Walmart Inc | 股票-非循環性消費 | 0.66% | +0.16% | +18.42% | |
| 38 | NFLX | Netflix Inc | 股票-通訊服務 | 0.59% | -0.10% | -48.91% | |
| 39 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.56% | -0.06% | +28.18% | |
| 40 | ETN | Eaton Corporation plc | 股票-工業 | 0.53% | +0.10% | -30.27% | |
| 41 | COPX | Global X Copper Miners ETF | ETF-其他 | 0.53% | -0.50% | — | |
| 42 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.51% | — | — | |
| 43 | CSCO | Cisco Systems Inc | 股票-科技 | 0.50% | +0.09% | +8103.45% | |
| 44 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.48% | +0.28% | +6.34% | |
| 45 | JPXN | Ishares Jpx-nikkei 400 ETF | ETF-其他 | 0.45% | -0.05% | — | |
| 46 | ABNB | Airbnb Inc-class A | 股票-循環性消費 | 0.44% | +0.08% | — | |
| 47 | EMR | Emerson Electric Co | 股票-工業 | 0.44% | +0.10% | -66.61% | |
| 48 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.42% | +0.48% | +4.44% | |
| 49 | MA | Mastercard Inc - A | 股票-金融 | 0.41% | +0.01% | -49.59% | |
| 50 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.40% | — | -58.44% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | PHYS | Sprott Physical Gold Trust | +3% | +149.13% | 加碼 |
| 2 | AVGO | Broadcom Inc | +0.8% | +59.65% | 加碼 |
| 3 | NVDA | Nvidia CORP | +0.7% | +12.74% | 加碼 |
| 4 | BLK | Blackrock Inc | +0.7% | +47.09% | 加碼 |
| 5 | XOM | Exxon Mobil CORP | +0.6% | +8.52% | 加碼 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.5% | +3.18% | 加碼 |
| 7 | CSCO | Cisco Systems Inc | +0.5% | +8103.45% | 加碼 |
| 8 | LIN | Linde plc | +0.4% | -0.26% | 減碼 |
| 9 | TTE | TotalEnergies SE | +0.4% | +13.75% | 加碼 |
| 10 | BABA | Alibaba Group Holding-sp Adr | +0.3% | +42.64% | 加碼 |
| 11 | KHC | Kraft Heinz Co/the | +0.3% | +25.02% | 加碼 |
| 12 | AMZN | Amazon.com Inc | +0.3% | -0.19% | 減碼 |
| 13 | AAPL | Apple Inc | +0.3% | -4.05% | 減碼 |
| 14 | PFE | Pfizer Inc | +0.3% | +10.08% | 加碼 |
| 15 | WMT | Walmart Inc | +0.2% | +18.42% | 加碼 |
| 16 | WM | Waste Management Inc | +0.2% | -9.48% | 減碼 |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | -4.21% | 減碼 |
| 18 | OIH | Vaneck Oil Services ETF | +0.2% | +255.47% | 加碼 |
| 19 | GOOG | Alphabet Inc-cl C | +0.2% | +2.54% | 加碼 |
| 20 | NVO | Novo-nordisk A/s-spons Adr | +0.2% | +43.92% | 加碼 |
| 21 | JPM | Jpmorgan Chase & Co | +0.2% | -2.77% | 減碼 |
| 22 | ICE | Intercontinental Exchange In | +0.2% | +0.41% | 加碼 |
| 23 | T | At&t Inc | +0.2% | -9.09% | 減碼 |
| 24 | VLO | Valero Energy CORP | +0.1% | +11004.76% | 加碼 |
| 25 | ITA | Ishares U.s. Aerospace & Def | +0.1% | +39.64% | 加碼 |
| 26 | IDEF | Ishares Def Industrials Act | +0.1% | +26.76% | 加碼 |
| 27 | ✓ | Ferrovial Se | +0.1% | +27.40% | 加碼 |
| 28 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +11.06% | 加碼 |
| 29 | C | Citigroup Inc | +0.1% | +55.77% | 加碼 |
| 30 | PANW | Palo Alto Networks Inc | +0.1% | +8.08% | 加碼 |
| 31 | META | Meta Platforms Inc-class A | +0.1% | +9.17% | 加碼 |
| 32 | CAT | Caterpillar Inc | +0.1% | +210.23% | 加碼 |
| 33 | DHR | Danaher CORP | +0.1% | +776.09% | 加碼 |
| 34 | MELI | Mercadolibre Inc | +0.1% | +311.54% | 加碼 |
| 35 | COPX | Global X Copper Miners ETF | +0.1% | — | 不變 |
| 36 | ISRG | Intuitive Surgical Inc | +0.1% | +28.18% | 加碼 |
| 37 | STLA | Stellantis N.V. | +0.1% | +1358.39% | 加碼 |
| 38 | CVX | Chevron CORP | +0.1% | +40.48% | 加碼 |
| 39 | FITB | Fifth Third Bancorp | +0.1% | +65.31% | 加碼 |
| 40 | JNJ | Johnson & Johnson | +0.1% | +10.66% | 加碼 |
| 41 | BNY | Bank Of New York Mellon CORP | +0.1% | +6.34% | 加碼 |
| 42 | IR | Ingersoll-rand Inc | +0.1% | +134.49% | 加碼 |
| 43 | JPXN | Ishares Jpx-nikkei 400 ETF | +0.1% | — | 不變 |
| 44 | TSLA | Tesla Inc | +0.1% | +117.50% | 加碼 |
| 45 | EWJ | Ishares Msci Japan ETF | +0.1% | +225.35% | 加碼 |
| 46 | GLD | Spdr Gold Shares | +0.1% | +0.30% | 加碼 |
| 47 | LLY | Eli Lilly & Co | +0.1% | +7.16% | 加碼 |
| 48 | PLTR | Palantir Technologies Inc-a | +0.1% | +145.64% | 加碼 |
| 49 | LNG | Cheniere Energy Inc | +0.1% | +186.38% | 加碼 |
| 50 | GILD | Gilead Sciences Inc | +0.1% | +26.12% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Intesa Sanpaolo Wealth Management 在 Q1 2026 季度的美股持倉總市值約為 US$5.0億，共申報了 299 個公開持股部位。
在 Q1 2026 季度，Intesa Sanpaolo Wealth Management 按市值排列的前三大核心持股分別為：MSFT (9.2%)、DIS (5.4%)、GOOGL (5.1%)。其中最大持股部位 MSFT 佔據整體投資組合約 9.2% 的權重。
在 Q1 2026 季度中，Intesa Sanpaolo Wealth Management 共進行了 177 項持倉異動，包含新建倉 24 個部位、加碼 73 個部位、減碼 64 個部位以及清倉 16 個部位。 其中最大新建倉標的為 IEMG。 本季清倉部位包含 BRO。
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。
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。
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。