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: 0000914208
申報總市值
US$1.3兆
US$1.3兆
3732 檔
6.7%
Q1 2026 季度申報顯示，Invesco Ltd. 揭露的美股組合總市值為 US$1.3兆，涵蓋 3732 個不同之權益投資部位。
Invesco Ltd. 在 Q1 2026 的調整主要集中於風險出清，清倉與減碼部位合計達 97 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
檢視投資組合結構，前 5 大主力部位（包含 NVDA, AAPL, MSFT）占據了總市值的 6.7%，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
WMT
市值: US$127.5億
本季最大獲利了結 / 清倉標的
AZNN
前期市值: US$12.1億
僅顯示前 200 大持股（共 3732 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 | 3.81% | -3.47% | -0.33% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 2.83% | -3.34% | -0.79% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.40% | -2.68% | -6.50% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.02% | -0.85% | +0.99% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.82% | -1.88% | -4.13% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 1.58% | -0.94% | -3.87% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.37% | -1.75% | -14.27% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.01% | -1.35% | +4.39% | |
| 9 | TSLA | Tesla Inc | 股票-循環性消費 | 0.96% | -1.96% | -0.25% | |
| 10 | WMT | Walmart Inc | 股票-非循環性消費 | 0.83% | -2.11% | +74.00% | |
| 11 | LRCX | Lam Research CORP | 股票-科技 | 0.79% | +0.28% | +6.28% | |
| 12 | CSCO | Cisco Systems Inc | 股票-科技 | 0.67% | -0.46% | -5.10% | |
| 13 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.66% | -1.46% | -0.35% | |
| 14 | NFLX | Netflix Inc | 股票-通訊服務 | 0.63% | -1.54% | -1.39% | |
| 15 | MU | Micron Technology Inc | 股票-科技 | 0.62% | +1.17% | +23.35% | |
| 16 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.56% | +0.31% | NEW | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.56% | +0.32% | NEW | |
| 18 | TXN | Texas Instruments Inc | 股票-科技 | 0.54% | -0.11% | +0.15% | |
| 19 | AMAT | Applied Materials Inc | 股票-科技 | 0.51% | +0.08% | +21.58% | |
| 20 | AMD | Advanced Micro Devices | 股票-科技 | 0.51% | +0.56% | +4.86% | |
| 21 | CVX | Chevron CORP | 股票-能源 | 0.50% | +0.20% | NEW | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 0.49% | +0.20% | NEW | |
| 23 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.49% | +0.35% | NEW | |
| 24 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.47% | -1.25% | -6.84% | |
| 25 | BAC | Bank Of America CORP | 股票-金融 | 0.45% | +0.26% | NEW | |
| 26 | V | Visa Inc-class A Shares | 股票-金融 | 0.44% | +0.27% | NEW | |
| 27 | CAT | Caterpillar Inc | 股票-工業 | 0.42% | +0.28% | NEW | |
| 28 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.41% | +0.08% | NEW | |
| 29 | PM | Philip Morris International | 股票-非循環性消費 | 0.41% | +0.23% | NEW | |
| 30 | MA | Mastercard Inc - A | 股票-金融 | 0.40% | +0.24% | NEW | |
| 31 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.40% | +0.19% | NEW | |
| 32 | GE | General Electric | 股票-工業 | 0.40% | +0.25% | NEW | |
| 33 | LIN | Linde plc | 股票-原物料 | 0.40% | -0.67% | -2.38% | |
| 34 | WFC | Wells Fargo & Co | 股票-金融 | 0.39% | +0.22% | NEW | |
| 35 | KLAC | Kla CORP | 股票-科技 | 0.37% | -0.02% | +4.74% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.36% | +0.19% | NEW | |
| 37 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.36% | +0.15% | NEW | |
| 38 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.34% | +0.20% | NEW | |
| 39 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.34% | +0.20% | NEW | |
| 40 | INTC | Intel CORP | 股票-科技 | 0.33% | +0.49% | -0.95% | |
| 41 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.33% | -0.58% | -0.37% | |
| 42 | PH | Parker Hannifin CORP | 股票-工業 | 0.32% | +0.16% | NEW | |
| 43 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.32% | — | NEW | |
| 44 | ADI | Analog Devices Inc | 股票-科技 | 0.32% | -0.35% | +3.27% | |
| 45 | AZN | AstraZeneca PLC | 股票-醫療保健 | 0.31% | +0.15% | NEW | |
| 46 | INTU | Intuit Inc | 股票-科技 | 0.30% | -0.48% | +31.35% | |
| 47 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.29% | -0.74% | -0.94% | |
| 48 | C | Citigroup Inc | 股票-金融 | 0.28% | +0.17% | NEW | |
| 49 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.28% | +0.15% | NEW | |
| 50 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.28% | +0.17% | NEW |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | WMT | Walmart Inc | +3.4% | NEW | 新建倉 |
| 2 | AMAT | Applied Materials Inc | +0.4% | +108.56% | 減碼 |
| 3 | COST | Costco Wholesale CORP | +0.4% | +115.21% | 減碼 |
| 4 | MU | Micron Technology Inc | +0.4% | +141.60% | 減碼 |
| 5 | LRCX | Lam Research CORP | +0.3% | +14.84% | 減碼 |
| 6 | INTC | Intel CORP | +0.3% | +111.37% | 減碼 |
| 7 | KLAC | Kla CORP | +0.2% | +73.39% | 減碼 |
| 8 | WDC | Western Digital CORP | +0.2% | +28.67% | 減碼 |
| 9 | LIN | Linde plc | +0.2% | +80.02% | 減碼 |
| 10 | STX | Seagate Technology Holdings plc | +0.2% | +76.65% | 減碼 |
| 11 | ADI | Analog Devices Inc | +0.2% | +61.14% | 減碼 |
| 12 | ASML | ASML Holding N.V. | +0.1% | +88.43% | 減碼 |
| 13 | GILD | Gilead Sciences Inc | +0.1% | +67.18% | 減碼 |
| 14 | HON | Honeywell International Inc | +0.1% | +97.90% | 減碼 |
| 15 | TXN | Texas Instruments Inc | +0.1% | +4.74% | 減碼 |
| 16 | PEP | Pepsico Inc | +0.1% | +135.58% | 減碼 |
| 17 | NFLX | Netflix Inc | +0.1% | +103.88% | 減碼 |
| 18 | AMGN | Amgen Inc | +0.1% | +136.27% | 減碼 |
| 19 | BKR | Baker Hughes Co | +0.1% | +63.35% | 減碼 |
| 20 | MRVL | Marvell Technology Inc | +0.1% | +85.93% | 減碼 |
| 21 | FANG | Diamondback Energy Inc | +0.1% | +84.30% | 減碼 |
| 22 | ROST | Ross Stores Inc | +0.1% | +43.62% | 減碼 |
| 23 | CSCO | Cisco Systems Inc | +0.1% | +38.54% | 減碼 |
| 24 | TMUS | T-mobile US Inc | +0.1% | +164.88% | 減碼 |
| 25 | MPWR | Monolithic Power Systems Inc | +0.1% | -28.15% | 減碼 |
| 26 | AEP | American Electric Power | +0.1% | +47.64% | 減碼 |
| 27 | CSX | Csx CORP | +0.1% | +120.00% | 減碼 |
| 28 | ODFL | Old Dominion Freight Line | +0.1% | +47.49% | 減碼 |
| 29 | FAST | Fastenal Co | +0.1% | +39.72% | 減碼 |
| 30 | SBUX | Starbucks CORP | +0.1% | +63.66% | 減碼 |
| 31 | ARM | Arm Holdings Plc-adr | 0% | +20.77% | 減碼 |
| 32 | EXC | Exelon CORP | 0% | +32.44% | 減碼 |
| 33 | XEL | Xcel Energy Inc | 0% | +65.26% | 減碼 |
| 34 | MDLZ | Mondelez International Inc-a | 0% | +68.49% | 減碼 |
| 35 | PANW | Palo Alto Networks Inc | 0% | +190.88% | 加碼 |
| 36 | MAR | Marriott International -cl A | 0% | +25.25% | 減碼 |
| 37 | ORLY | O'reilly Automotive Inc | 0% | +75.97% | 減碼 |
| 38 | PCAR | Paccar Inc | 0% | +101.51% | 減碼 |
| 39 | VRTX | Vertex Pharmaceuticals Inc | 0% | +147.67% | 減碼 |
| 40 | REGN | Regeneron Pharmaceuticals | 0% | +37.05% | 減碼 |
| 41 | EA | Electronic Arts Inc | 0% | +29.48% | 減碼 |
| 42 | KO | The Coca-Cola Company | 0% | -37.61% | 減碼 |
| 43 | FTNT | Fortinet Inc | 0% | +43.36% | 減碼 |
| 44 | MCHP | Microchip Technology Inc | 0% | -24.24% | 減碼 |
| 45 | WBD | Warner Bros Discovery Inc | — | +102.32% | 減碼 |
| 46 | INSM | Insmed Inc | — | +65.90% | 減碼 |
| 47 | MSTR | Strategy Inc | — | +262.63% | 加碼 |
| 48 | ✓ | Ferrovial Se | — | +237.16% | 減碼 |
| 49 | DXCM | Dexcom Inc | — | +51.96% | 減碼 |
| 50 | CHTR | Charter Communications Inc-a | — | -4.33% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Invesco Ltd. 在 Q1 2026 季度的美股持倉總市值約為 US$1.3兆，共申報了 3732 個公開持股部位。
在 Q1 2026 季度，Invesco Ltd. 按市值排列的前三大核心持股分別為：NVDA (3.8%)、AAPL (2.8%)、MSFT (2.4%)。其中最大持股部位 NVDA 佔據整體投資組合約 3.8% 的權重。
在 Q1 2026 季度中，Invesco Ltd. 共進行了 102 項持倉異動，包含新建倉 1 個部位、加碼 4 個部位、減碼 96 個部位以及清倉 1 個部位。 其中最大新建倉標的為 WMT。 本季清倉部位包含 AZNN。
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。