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: 0001639666
申報總市值
US$10.4億
US$10.4億
226 檔
14.1%
在 Q2 2026 申報期間，Isthmus Partners, LLC（CIK: 0001639666）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$10.4億，共持有 226 個公開申報部位。
Isthmus Partners, LLC 於 Q2 2026 展現出進攻型調倉步調，本季推動了 19 檔股票的新建倉與 97 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
在資產配置集中度方面，Isthmus Partners, LLC 的前 5 大核心持股（包含 IEFA, AAPL, GOOGL 等）合計佔整體申報市值的 14.1%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 226 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 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 4.71% | -0.01% | -1.33% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 2.58% | +0.41% | +1.36% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.42% | -0.06% | -0.12% | |
| 4 | AMAT | Applied Materials Inc | 股票-科技 | 2.38% | -0.68% | -25.36% | |
| 5 | AVGO | Broadcom Inc | 股票-科技 | 2.09% | -0.16% | -1.52% | |
| 6 | V | Visa Inc-class A Shares | 股票-金融 | 2.02% | +0.06% | -0.68% | |
| 7 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.98% | +0.03% | -1.39% | |
| 8 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 1.91% | -0.08% | -4.81% | |
| 9 | ROK | Rockwell Automation Inc | 股票-工業 | 1.85% | -0.24% | -1.77% | |
| 10 | GWW | Ww Grainger Inc | 股票-工業 | 1.83% | -0.18% | -0.90% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.82% | +0.78% | +6.27% | |
| 12 | TT | Trane Technologies plc | 股票-工業 | 1.81% | -0.16% | -2.47% | |
| 13 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 1.71% | -0.01% | -1.82% | |
| 14 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.63% | +0.04% | +0.09% | |
| 15 | PNC | Pnc Financial Services Group | 股票-金融 | 1.63% | -0.17% | -0.32% | |
| 16 | FITB | Fifth Third Bancorp | 股票-金融 | 1.60% | -0.63% | -1.08% | |
| 17 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.54% | -0.02% | +1.12% | |
| 18 | EMR | Emerson Electric Co | 股票-工業 | 1.43% | +0.12% | +0.53% | |
| 19 | ZBRA | Zebra Technologies Corp-cl A | 股票-科技 | 1.43% | -0.24% | +0.79% | |
| 20 | WRB | Wr Berkley CORP | 股票-金融 | 1.41% | -0.07% | +1.05% | |
| 21 | CHRW | C.h. Robinson Worldwide Inc | 股票-工業 | 1.37% | -0.29% | +0.55% | |
| 22 | SYY | Sysco CORP | 股票-非循環性消費 | 1.35% | -0.09% | +1.45% | |
| 23 | AZO | Autozone Inc | 股票-循環性消費 | 1.35% | -0.14% | +0.85% | |
| 24 | UPS | United Parcel Service-cl B | 股票-工業 | 1.35% | -0.18% | +0.77% | |
| 25 | PSA | Public Storage | 股票-房地產 | 1.32% | -0.15% | -1.25% | |
| 26 | CBOE | Cboe Global Markets Inc | 股票-金融 | 1.32% | +0.16% | +0.11% | |
| 27 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 1.31% | -0.09% | +1.80% | |
| 28 | SLB | Slb LTD | 股票-能源 | 1.29% | +0.05% | +0.01% | |
| 29 | HCA | Hca Healthcare Inc | 股票-醫療保健 | 1.25% | +0.11% | +1.88% | |
| 30 | DXCM | Dexcom Inc | 股票-醫療保健 | 1.21% | +0.33% | +1.98% | |
| 31 | PAYX | Paychex Inc | 股票-科技 | 1.21% | -0.01% | +1.16% | |
| 32 | COR | Cencora Inc | 股票-醫療保健 | 1.20% | +0.07% | +3.90% | |
| 33 | LMT | Lockheed Martin CORP | 股票-工業 | 1.19% | — | +1.88% | |
| 34 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.15% | -0.16% | +1.88% | |
| 35 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.12% | -0.16% | +1.83% | |
| 36 | DVN | Devon Energy CORP | 股票-能源 | 1.09% | +0.13% | — | |
| 37 | VLTO | Veralto CORP | 股票-工業 | 1.08% | +0.07% | -3.50% | |
| 38 | AMCR | Amcor plc | 股票-循環性消費 | 1.06% | -0.05% | — | |
| 39 | CPRT | Copart Inc | 股票-工業 | 1.04% | -0.02% | — | |
| 40 | HSY | Hershey Co/the | 股票-非循環性消費 | 1.03% | -0.08% | +2.21% | |
| 41 | PYPL | Paypal Holdings Inc | 股票-金融 | 1.01% | +0.23% | +4.64% | |
| 42 | KNSL | Kinsale Capital Group Inc | 股票-金融 | 0.90% | +0.01% | +8.83% | |
| 43 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.88% | +0.03% | +5.08% | |
| 44 | IT | Gartner Inc | 股票-科技 | 0.84% | +0.38% | -3.86% | |
| 45 | VRSK | Verisk Analytics Inc | 股票-工業 | 0.74% | -0.05% | — | |
| 46 | ZTS | Zoetis Inc | 股票-醫療保健 | 0.74% | +0.05% | +4.38% | |
| 47 | PCAR | Paccar Inc | 股票-工業 | 0.71% | -0.71% | EXIT | |
| 48 | ADBE | Adobe Inc | 股票-科技 | 0.65% | +0.65% | — | |
| 49 | LGND | Ligand Pharmaceuticals | 股票-醫療保健 | 0.64% | -0.15% | -12.98% | |
| 50 | GVI | Ishares Intermediate Governm | ETF-其他 | 0.58% | -0.02% | -2.00% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | DVN | Devon Energy CORP | +1.1% | NEW | 新建倉 |
| 2 | AMCR | Amcor plc | +1.1% | NEW | 新建倉 |
| 3 | CPRT | Copart Inc | +1% | NEW | 新建倉 |
| 4 | AMAT | Applied Materials Inc | +0.8% | -25.36% | 減碼 |
| 5 | VRSK | Verisk Analytics Inc | +0.7% | NEW | 新建倉 |
| 6 | ADBE | Adobe Inc | +0.7% | NEW | 新建倉 |
| 7 | ROK | Rockwell Automation Inc | +0.4% | -1.77% | 減碼 |
| 8 | GOOGL | Alphabet Inc-cl A | +0.3% | -0.12% | 減碼 |
| 9 | GWW | Ww Grainger Inc | +0.2% | -0.90% | 減碼 |
| 10 | ZBRA | Zebra Technologies Corp-cl A | +0.2% | +0.79% | 加碼 |
| 11 | AVGO | Broadcom Inc | +0.2% | -1.52% | 減碼 |
| 12 | APPF | Appfolio Inc - A | +0.2% | NEW | 新建倉 |
| 13 | PAYC | Paycom Software Inc | +0.2% | NEW | 新建倉 |
| 14 | BFLY | Butterfly Network Inc | +0.2% | -18.14% | 減碼 |
| 15 | NVEC | Nve CORP | +0.2% | -0.25% | 減碼 |
| 16 | XPEL | Xpel Inc | +0.2% | NEW | 新建倉 |
| 17 | BRBR | Bellring Brands Inc | +0.2% | NEW | 新建倉 |
| 18 | AAPL | Apple Inc | +0.2% | +1.36% | 加碼 |
| 19 | FITB | Fifth Third Bancorp | +0.2% | -1.08% | 減碼 |
| 20 | CAT | Caterpillar Inc | +0.2% | -0.46% | 減碼 |
| 21 | FTDR | Frontdoor Inc | +0.1% | -1.66% | 減碼 |
| 22 | LGND | Ligand Pharmaceuticals | +0.1% | -12.98% | 減碼 |
| 23 | UFPT | Ufp Technologies Inc | +0.1% | +43.49% | 加碼 |
| 24 | BNY | Bank Of New York Mellon CORP | +0.1% | -4.81% | 減碼 |
| 25 | PNC | Pnc Financial Services Group | +0.1% | -0.32% | 減碼 |
| 26 | LNTH | Lantheus Holdings Inc | +0.1% | +0.67% | 加碼 |
| 27 | REYN | Reynolds Consumer Products I | +0.1% | +29.09% | 加碼 |
| 28 | INTC | Intel CORP | +0.1% | -31.58% | 減碼 |
| 29 | SYY | Sysco CORP | +0.1% | +1.45% | 加碼 |
| 30 | TILE | Interface Inc | +0.1% | -1.78% | 減碼 |
| 31 | APLE | Apple Hospitality Reit Inc | +0.1% | +0.53% | 加碼 |
| 32 | TT | Trane Technologies plc | +0.1% | -2.47% | 減碼 |
| 33 | ABBV | Abbvie Inc | +0.1% | +0.09% | 加碼 |
| 34 | BLFS | Biolife Solutions Inc | +0.1% | +2.20% | 加碼 |
| 35 | SPTM | Ss Spdr P S&p 1500 Comp ETF | +0.1% | +5.08% | 加碼 |
| 36 | HAE | Haemonetics Corp/mass | +0.1% | +1.11% | 加碼 |
| 37 | CXT | Crane Nxt Co | +0.1% | +14.42% | 加碼 |
| 38 | V | Visa Inc-class A Shares | +0.1% | -0.68% | 減碼 |
| 39 | PSA | Public Storage | +0.1% | -1.25% | 減碼 |
| 40 | APOG | Apogee Enterprises Inc | +0.1% | +1.44% | 加碼 |
| 41 | OABI | Omniab Inc | +0.1% | +6.18% | 加碼 |
| 42 | CHRW | C.h. Robinson Worldwide Inc | +0.1% | +0.55% | 加碼 |
| 43 | GRBK | Green Brick Partners Inc | +0.1% | +2.16% | 加碼 |
| 44 | HURN | Huron Consulting Group Inc | +0.1% | +115.09% | 加碼 |
| 45 | SAIC | Science Applications Inte | +0.1% | NEW | 新建倉 |
| 46 | ACLS | Axcelis Technologies Inc | +0.1% | -40.05% | 減碼 |
| 47 | ATKR | Atkore Inc | +0.1% | +3.55% | 加碼 |
| 48 | AMAL | Amalgamated Financial CORP | 0% | -0.79% | 減碼 |
| 49 | RLI | Rli CORP | 0% | +19.57% | 加碼 |
| 50 | SRCE | 1st Source CORP | 0% | +0.95% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Isthmus Partners, LLC 在 Q2 2026 季度的美股持倉總市值約為 US$10.4億，共申報了 226 個公開持股部位。
在 Q2 2026 季度，Isthmus Partners, LLC 按市值排列的前三大核心持股分別為：IEFA (4.7%)、AAPL (2.6%)、GOOGL (2.4%)。其中最大持股部位 IEFA 佔據整體投資組合約 4.7% 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
DVN
市值: US$1132.3萬
本季最大獲利了結 / 清倉標的
CTRA
前期市值: US$1370.8萬
在 Q2 2026 季度中，Isthmus Partners, LLC 共進行了 170 項持倉異動，包含新建倉 19 個部位、加碼 97 個部位、減碼 44 個部位以及清倉 10 個部位。 其中最大新建倉標的為 DVN。 本季清倉部位包含 CTRA。
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。