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: 0001566030
申報總市值
US$22.5億
US$22.5億
237 檔
24.3%
根據最新整理的 13F 季度數據集，Investment House LLC 於 Q2 2026 結束時的管理資產規模為 US$22.5億。該機構在本季度申報了 237 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q2 2026，Investment House LLC 展現出較為審慎的避險與獲利了結姿態。本季共減碼 116 個部位並完全清倉 19 檔持股，調降曝險的部位數量高於加碼動作。
整體而言，Investment House LLC 的前 5 大持股（包含 AAPL, GOOGL, DELL）貢獻了組合市值的 24.3%，形成該機構在 Q2 2026 季度的基本面基石。
僅顯示前 200 大持股（共 237 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 | 6.70% | -2.05% | -4.24% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 5.47% | -1.71% | +1.38% | |
| 3 | DELL | Dell Technologies -c | 股票-科技 | 4.77% | -0.55% | -2.33% | |
| 4 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 4.10% | +0.08% | +0.99% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.76% | -0.74% | +6.74% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 3.73% | -1.01% | -4.18% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 3.40% | +0.04% | -3.53% | |
| 8 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.01% | -1.19% | -3.82% | |
| 9 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.64% | -1.07% | -1.02% | |
| 10 | NBIS | Nebius Group N.V. | 股票-其他 | 2.62% | -1.05% | -3.15% | |
| 11 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.51% | -0.97% | -0.20% | |
| 12 | MOH | Molina Healthcare Inc | 股票-醫療保健 | 2.00% | -0.62% | +49.00% | |
| 13 | MELI | Mercadolibre Inc | 股票-循環性消費 | 1.72% | -0.22% | +57.22% | |
| 14 | AXP | American Express Co | 股票-金融 | 1.72% | -0.68% | -4.39% | |
| 15 | NU | Nu Holdings Ltd. | 股票-金融 | 1.39% | -0.44% | -10.59% | |
| 16 | WSM | Williams-sonoma Inc | 股票-循環性消費 | 1.39% | -0.29% | -0.94% | |
| 17 | TXN | Texas Instruments Inc | 股票-科技 | 1.39% | -0.53% | -0.31% | |
| 18 | PGR | Progressive CORP | 股票-金融 | 1.36% | -0.29% | +76.84% | |
| 19 | WM | Waste Management Inc | 股票-工業 | 1.32% | -0.50% | -0.52% | |
| 20 | MU | Micron Technology Inc | 股票-科技 | 1.22% | -0.50% | -12.45% | |
| 21 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 1.08% | +0.10% | -1.55% | |
| 22 | CMI | Cummins Inc | 股票-工業 | 1.05% | -0.54% | -2.05% | |
| 23 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.05% | -0.32% | -1.40% | |
| 24 | SFM | Sprouts Farmers Market Inc | 股票-非循環性消費 | 1.01% | -0.28% | +61.36% | |
| 25 | ICE | Intercontinental Exchange In | 股票-金融 | 1.00% | -0.17% | -0.86% | |
| 26 | APP | Applovin Corp-class A | 股票-科技 | 0.99% | -0.58% | -6.24% | |
| 27 | QCOM | Qualcomm Inc | 股票-科技 | 0.99% | -0.37% | -8.34% | |
| 28 | AMD | Advanced Micro Devices | 股票-科技 | 0.98% | -0.12% | -2.65% | |
| 29 | ADBE | Adobe Inc | 股票-科技 | 0.96% | -0.39% | +10.14% | |
| 30 | MSI | Motorola Solutions Inc | 股票-科技 | 0.92% | -0.49% | -1.69% | |
| 31 | ECL | Ecolab Inc | 股票-原物料 | 0.85% | -0.35% | -0.59% | |
| 32 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.83% | -0.16% | -0.96% | |
| 33 | EXPE | Expedia Group Inc | 股票-循環性消費 | 0.81% | -0.11% | -2.78% | |
| 34 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.76% | -0.28% | +2376.76% | |
| 35 | INTU | Intuit Inc | 股票-科技 | 0.76% | -0.28% | -3.23% | |
| 36 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.74% | -0.19% | -3.63% | |
| 37 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.72% | -0.27% | -10.58% | |
| 38 | V | Visa Inc-class A Shares | 股票-金融 | 0.66% | -0.20% | -12.95% | |
| 39 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 0.64% | -0.11% | -1.65% | |
| 40 | UNP | Union Pacific CORP | 股票-工業 | 0.63% | -0.28% | -2.42% | |
| 41 | ALGN | Align Technology Inc | 股票-醫療保健 | 0.62% | -0.21% | -1.92% | |
| 42 | FDS | Factset Research Systems Inc | 股票-金融 | 0.62% | — | — | |
| 43 | WMT | Walmart Inc | 股票-非循環性消費 | 0.60% | -0.23% | +0.38% | |
| 44 | SE | Sea Ltd-adr | 股票-通訊服務 | 0.58% | -0.14% | -2.16% | |
| 45 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 0.57% | -0.23% | -2.00% | |
| 46 | CART | Maplebear Inc | 股票-循環性消費 | 0.57% | -0.18% | -4.06% | |
| 47 | SYK | Stryker CORP | 股票-醫療保健 | 0.56% | -0.21% | -2.03% | |
| 48 | GWW | Ww Grainger Inc | 股票-工業 | 0.56% | -0.35% | -1.40% | |
| 49 | UBER | Uber Technologies Inc | 股票-工業 | 0.56% | -0.19% | +2.03% | |
| 50 | ADSK | Autodesk Inc | 股票-科技 | 0.55% | -0.16% | -1.37% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | DELL | Dell Technologies -c | +2.6% | -2.33% | 減碼 |
| 2 | NBIS | Nebius Group N.V. | +1.5% | -3.15% | 減碼 |
| 3 | MOH | Molina Healthcare Inc | +1.1% | +49.00% | 加碼 |
| 4 | MU | Micron Technology Inc | +0.8% | -12.45% | 減碼 |
| 5 | AMD | Advanced Micro Devices | +0.6% | -2.65% | 減碼 |
| 6 | PGR | Progressive CORP | +0.6% | +76.84% | 加碼 |
| 7 | GOOGL | Alphabet Inc-cl A | +0.5% | +1.38% | 加碼 |
| 8 | MELI | Mercadolibre Inc | +0.4% | +57.22% | 加碼 |
| 9 | CRWD | Crowdstrike Holdings Inc - A | +0.4% | -1.55% | 減碼 |
| 10 | TXN | Texas Instruments Inc | +0.4% | -0.31% | 減碼 |
| 11 | SFM | Sprouts Farmers Market Inc | +0.4% | +61.36% | 加碼 |
| 12 | LLY | Eli Lilly & Co | +0.3% | -0.20% | 減碼 |
| 13 | AMZN | Amazon.com Inc | +0.2% | +6.74% | 加碼 |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | NEW | 新建倉 |
| 15 | GLW | Corning Inc | +0.2% | -10.10% | 減碼 |
| 16 | NFLX | Netflix Inc | +0.2% | +1164.43% | 加碼 |
| 17 | UNH | Unitedhealth Group Inc | +0.2% | -3.63% | 減碼 |
| 18 | DAL | Delta Air Lines Inc | +0.2% | NEW | 新建倉 |
| 19 | HCA | Hca Healthcare Inc | +0.2% | +1408.00% | 加碼 |
| 20 | GEV | GE Vernova Inc | +0.1% | NEW | 新建倉 |
| 21 | WSM | Williams-sonoma Inc | +0.1% | -0.94% | 減碼 |
| 22 | CMI | Cummins Inc | +0.1% | -2.05% | 減碼 |
| 23 | QCOM | Qualcomm Inc | +0.1% | -8.34% | 減碼 |
| 24 | MRVL | Marvell Technology Inc | +0.1% | -1.39% | 減碼 |
| 25 | ✓ | +0.1% | NEW | 新建倉 | |
| 26 | MCO | Moody's CORP | +0.1% | NEW | 新建倉 |
| 27 | CRM | Salesforce Inc | +0.1% | +1205.17% | 加碼 |
| 28 | VEEV | Veeva Systems Inc-class A | +0.1% | NEW | 新建倉 |
| 29 | BIRK | Birkenstock Holding plc | +0.1% | NEW | 新建倉 |
| 30 | GOOG | Alphabet Inc-cl C | +0.1% | -3.82% | 減碼 |
| 31 | HPE | Hewlett Packard Enterprise | +0.1% | NEW | 新建倉 |
| 32 | CHTR | Charter Communications Inc-a | +0.1% | NEW | 新建倉 |
| 33 | CSCO | Cisco Systems Inc | +0.1% | -5.92% | 減碼 |
| 34 | CAT | Caterpillar Inc | +0.1% | -0.17% | 減碼 |
| 35 | COMP | Compass Inc - Class A | +0.1% | +1.08% | 加碼 |
| 36 | ✓ | +0.1% | NEW | 新建倉 | |
| 37 | ASML | ASML Holding N.V. | +0.1% | — | 不變 |
| 38 | ZTS | Zoetis Inc | +0.1% | +172.94% | 加碼 |
| 39 | APP | Applovin Corp-class A | +0.1% | -6.24% | 減碼 |
| 40 | FISV | Fiserv Inc | +0.1% | +92.98% | 加碼 |
| 41 | RDDT | Reddit Inc-cl A | 0% | -1.91% | 減碼 |
| 42 | VTI | Vanguard Total Stock Mkt ETF | 0% | NEW | 新建倉 |
| 43 | THC | Tenet Healthcare CORP | 0% | NEW | 新建倉 |
| 44 | VUG | Vanguard Growth ETF | 0% | NEW | 新建倉 |
| 45 | XBI | Ss Spdr S&p Biotech ETF | 0% | -1.65% | 減碼 |
| 46 | GWW | Ww Grainger Inc | 0% | -1.40% | 減碼 |
| 47 | CART | Maplebear Inc | 0% | -4.06% | 減碼 |
| 48 | CRL | Charles River Laboratories | 0% | — | 不變 |
| 49 | WAT | Waters CORP | 0% | +1.07% | 加碼 |
| 50 | XLE | Ss Energy Select Sector | 0% | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Investment House LLC 在 Q2 2026 季度的美股持倉總市值約為 US$22.5億，共申報了 237 個公開持股部位。
在 Q2 2026 季度，Investment House LLC 按市值排列的前三大核心持股分別為：AAPL (6.7%)、GOOGL (5.5%)、DELL (4.8%)。其中最大持股部位 AAPL 佔據整體投資組合約 6.7% 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
SPY
市值: US$469.9萬
本季最大獲利了結 / 清倉標的
FDS
前期市值: US$1188.9萬
在 Q2 2026 季度中，Investment House LLC 共進行了 188 項持倉異動，包含新建倉 16 個部位、加碼 37 個部位、減碼 116 個部位以及清倉 19 個部位。 其中最大新建倉標的為 SPY。 本季清倉部位包含 FDS。
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。