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: 0000867926
申報總市值
US$2.9億
US$2.9億
182 檔
14.8%
Investors Asset Management Of Georgia Inc /ga/ /adv 在 Q1 2026 季度的美股部位總計估值為 US$2.9億，分散於 182 個持倉標的之中，反映其市場參與廣度與投資規模。
Q1 2026 數據顯示 Investors Asset Management Of Georgia Inc /ga/ /adv 積極進場，新開立 8 個部位並同步加碼 90 檔個股，反映機構在該季度的資金注入與籌碼積累。
在資產配置集中度方面，Investors Asset Management Of Georgia Inc /ga/ /adv 的前 5 大核心持股（包含 EFX, JPM, LLY 等）合計佔整體申報市值的 14.8%，反映機構在主要關鍵部位上的權重分佈。
本季最大新建倉標的
AZN
市值: US$147.3萬
本季最大獲利了結 / 清倉標的
Avadel Pharmaceuticals PLC ADR
前期市值: US$179.5萬
| # | 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 | EFX | Equifax Inc | 股票-工業 | 6.40% | -1.61% | +0.00% | |
| 2 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.23% | -0.16% | +0.58% | |
| 3 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.60% | +0.24% | +0.39% | |
| 4 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.60% | +0.14% | -25.40% | |
| 5 | EEFT | Euronet Worldwide Inc | 股票-科技 | 2.59% | -0.24% | +2.48% | |
| 6 | CVX | Chevron CORP | 股票-能源 | 2.48% | -0.85% | -0.76% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.25% | -0.33% | +1.26% | |
| 8 | AMD | Advanced Micro Devices | 股票-科技 | 2.24% | +3.15% | -0.19% | |
| 9 | CAT | Caterpillar Inc | 股票-工業 | 2.22% | +0.54% | +1.75% | |
| 10 | BELFB | Bel Fuse Inc-cl B | 股票-其他 | 2.01% | +0.85% | -0.60% | |
| 11 | HD | Home Depot Inc | 股票-循環性消費 | 1.91% | -0.19% | +1.37% | |
| 12 | BELFA | Bel Fuse Inc-cl A | 股票-其他 | 1.90% | +0.64% | -0.62% | |
| 13 | AAPL | Apple Inc | 股票-科技 | 1.75% | +0.05% | +1.74% | |
| 14 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.66% | -0.03% | +0.34% | |
| 15 | GE | General Electric | 股票-工業 | 1.27% | +0.14% | -0.09% | |
| 16 | FIS | Fidelity National Info Serv | 股票-科技 | 1.27% | -0.33% | +0.01% | |
| 17 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.16% | -0.02% | +1.14% | |
| 18 | AXP | American Express Co | 股票-金融 | 1.09% | -0.05% | +3.52% | |
| 19 | PFE | Pfizer Inc | 股票-醫療保健 | 1.09% | -0.30% | +3.30% | |
| 20 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 1.06% | -0.24% | +2.66% | |
| 21 | OKE | Oneok Inc | 股票-能源 | 1.05% | -0.19% | +2.82% | |
| 22 | BX | Blackstone Inc | 股票-金融 | 1.02% | -0.12% | +36.96% | |
| 23 | PM | Philip Morris International | 股票-非循環性消費 | 1.01% | -0.07% | — | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.98% | -0.04% | -1.40% | |
| 25 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.98% | -0.01% | +0.25% | |
| 26 | MO | Altria Group Inc | 股票-非循環性消費 | 0.97% | -0.07% | +1.42% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.97% | +0.10% | +3.14% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.97% | +0.08% | +5.16% | |
| 29 | CSCO | Cisco Systems Inc | 股票-科技 | 0.96% | +0.26% | +3.06% | |
| 30 | BP | Bp Plc-spons Adr | 股票-能源 | 0.94% | -0.35% | +3.05% | |
| 31 | LMT | Lockheed Martin CORP | 股票-工業 | 0.93% | -0.24% | +4.02% | |
| 32 | MCK | Mckesson CORP | 股票-醫療保健 | 0.93% | -0.24% | -0.19% | |
| 33 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.93% | -0.19% | -4.22% | |
| 34 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.92% | -0.07% | +2.64% | |
| 35 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.91% | -0.01% | -0.22% | |
| 36 | RTX | Rtx CORP | 股票-工業 | 0.90% | -0.15% | -1.02% | |
| 37 | BAC | Bank Of America CORP | 股票-金融 | 0.88% | +0.05% | +0.93% | |
| 38 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.87% | -0.22% | +3.46% | |
| 39 | IBM | Intl Business Machines CORP | 股票-科技 | 0.86% | +0.01% | +6.64% | |
| 40 | UPS | United Parcel Service-cl B | 股票-工業 | 0.82% | -0.03% | +25.20% | |
| 41 | GEV | GE Vernova Inc | 股票-工業 | 0.79% | +0.11% | -1.12% | |
| 42 | TFC | Truist Financial CORP | 股票-金融 | 0.75% | -0.03% | +5.66% | |
| 43 | XOM | Exxon Mobil CORP | 股票-能源 | 0.74% | -0.24% | +0.39% | |
| 44 | TT | Trane Technologies plc | 股票-工業 | 0.73% | — | — | |
| 45 | OXY | Occidental Petroleum CORP | 股票-能源 | 0.71% | -0.29% | +6.35% | |
| 46 | AVGO | Broadcom Inc | 股票-科技 | 0.68% | +0.01% | +1.42% | |
| 47 | BA | Boeing Co/the | 股票-工業 | 0.66% | -0.05% | -0.40% | |
| 48 | COP | Conocophillips | 股票-能源 | 0.66% | -0.31% | +3.41% | |
| 49 | T | At&t Inc | 股票-通訊服務 | 0.65% | -0.25% | +1.88% | |
| 50 | ITW | Illinois Tool Works | 股票-工業 | 0.65% | -0.08% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CVX | Chevron CORP | +0.6% | -0.76% | 減碼 |
| 2 | CAT | Caterpillar Inc | +0.4% | +1.75% | 加碼 |
| 3 | OXY | Occidental Petroleum CORP | +0.3% | +6.35% | 加碼 |
| 4 | BELFA | Bel Fuse Inc-cl A | +0.3% | -0.62% | 減碼 |
| 5 | DOW | Dow Inc | +0.3% | +100.39% | 加碼 |
| 6 | BELFB | Bel Fuse Inc-cl B | +0.3% | -0.60% | 減碼 |
| 7 | BP | Bp Plc-spons Adr | +0.3% | +3.05% | 加碼 |
| 8 | NFLX | Netflix Inc | +0.3% | +60.34% | 加碼 |
| 9 | OKE | Oneok Inc | +0.2% | +2.82% | 加碼 |
| 10 | XOM | Exxon Mobil CORP | +0.2% | +0.39% | 加碼 |
| 11 | LMT | Lockheed Martin CORP | +0.2% | +4.02% | 加碼 |
| 12 | COP | Conocophillips | +0.2% | +3.41% | 加碼 |
| 13 | BMY | Bristol-myers Squibb Co | +0.2% | +64.98% | 加碼 |
| 14 | GEV | GE Vernova Inc | +0.2% | -1.12% | 減碼 |
| 15 | UPS | United Parcel Service-cl B | +0.2% | +25.20% | 加碼 |
| 16 | PFE | Pfizer Inc | +0.2% | +3.30% | 加碼 |
| 17 | GILD | Gilead Sciences Inc | +0.1% | +2.66% | 加碼 |
| 18 | JNJ | Johnson & Johnson | +0.1% | -0.22% | 減碼 |
| 19 | MRK | Merck & Co. Inc. | +0.1% | +2.64% | 加碼 |
| 20 | RSP | Invesco S&p 500 Equal Weight | +0.1% | +109.05% | 加碼 |
| 21 | MO | Altria Group Inc | +0.1% | +1.42% | 加碼 |
| 22 | TGT | Target CORP | +0.1% | +2.52% | 加碼 |
| 23 | XLE | Ss Energy Select Sector | +0.1% | -0.57% | 減碼 |
| 24 | KMI | Kinder Morgan, Inc. | +0.1% | +15.70% | 加碼 |
| 25 | VRT | Vertiv Holdings Co-a | +0.1% | — | 不變 |
| 26 | KO | Coca-cola Co/the | +0.1% | +1.14% | 加碼 |
| 27 | T | At&t Inc | +0.1% | +1.88% | 加碼 |
| 28 | NOK | Nokia Corp-spon Adr | +0.1% | — | 不變 |
| 29 | GLW | Corning Inc | +0.1% | — | 不變 |
| 30 | INTC | Intel CORP | +0.1% | +2.62% | 加碼 |
| 31 | AMZN | Amazon.com Inc | +0.1% | +37.57% | 加碼 |
| 32 | VZ | Verizon Communications Inc | +0.1% | +0.23% | 加碼 |
| 33 | COST | Costco Wholesale CORP | +0.1% | -4.22% | 減碼 |
| 34 | HON | Honeywell International Inc | +0.1% | +9.65% | 加碼 |
| 35 | BG | Bunge Global SA | +0.1% | -5.72% | 減碼 |
| 36 | STX | Seagate Technology Holdings plc | +0.1% | — | 不變 |
| 37 | MP | Mp Materials CORP | +0.1% | +32.30% | 加碼 |
| 38 | DVN | Devon Energy CORP | +0.1% | — | 不變 |
| 39 | FCX | Freeport-mcmoran Inc | +0.1% | -2.34% | 減碼 |
| 40 | HAL | Halliburton Co | +0.1% | — | 不變 |
| 41 | BGS | B&g Foods Inc | +0.1% | +28.73% | 加碼 |
| 42 | PSX | Phillips 66 | +0.1% | — | 不變 |
| 43 | VO | Vanguard Mid-cap ETF | 0% | +19.01% | 加碼 |
| 44 | TT | Trane Technologies plc | 0% | — | 不變 |
| 45 | MCK | Mckesson CORP | 0% | -0.19% | 減碼 |
| 46 | LIN | Linde plc | 0% | — | 不變 |
| 47 | VG | Venture Global Inc-cl A | 0% | — | 不變 |
| 48 | MPC | Marathon Petroleum CORP | 0% | -3.77% | 減碼 |
| 49 | FDX | Fedex CORP | 0% | +11.71% | 加碼 |
| 50 | EPD | Enterprise Products Partners | 0% | +0.57% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Investors Asset Management Of Georgia Inc /ga/ /adv 在 Q1 2026 季度的美股持倉總市值約為 US$2.9億，共申報了 182 個公開持股部位。
在 Q1 2026 季度，Investors Asset Management Of Georgia Inc /ga/ /adv 按市值排列的前三大核心持股分別為：EFX (6.4%)、JPM (3.2%)、LLY (2.6%)。其中最大持股部位 EFX 佔據整體投資組合約 6.4% 的權重。
在 Q1 2026 季度中，Investors Asset Management Of Georgia Inc /ga/ /adv 共進行了 145 項持倉異動，包含新建倉 8 個部位、加碼 90 個部位、減碼 37 個部位以及清倉 10 個部位。 其中最大新建倉標的為 AZN。 本季清倉部位包含 Avadel Pharmaceuticals PLC ADR。
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。