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: 0001106129
申報總市值
US$41.3億
US$41.3億
84 檔
43.5%
Q1 2026 季度申報顯示，Jensen Investment Management Inc 揭露的美股組合總市值為 US$41.3億，涵蓋 84 個不同之權益投資部位。
Jensen Investment Management Inc 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 56 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 MSFT, GOOGL, AAPL）占據了總市值的 43.5%，展現出該機構在 Q1 2026 的重點資金聚焦與風險分佈特徵。
| # | 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 | 8.55% | -1.87% | -11.74% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 8.21% | -1.30% | -5.43% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 7.98% | -1.94% | -19.33% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 5.61% | +0.20% | -27.59% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 5.01% | +1.08% | +7.56% | |
| 6 | MA | Mastercard Inc - A | 股票-金融 | 4.84% | -0.51% | +1.70% | |
| 7 | KLAC | Kla CORP | 股票-科技 | 4.81% | +0.97% | -12.60% | |
| 8 | SYK | Stryker CORP | 股票-醫療保健 | 4.51% | -0.01% | -4.81% | |
| 9 | LLY | Eli Lilly & Co | 股票-醫療保健 | 4.18% | +0.29% | -7.67% | |
| 10 | SHW | Sherwin-williams Co/the | 股票-原物料 | 3.96% | +0.54% | +1.30% | |
| 11 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 3.94% | +0.04% | +6.17% | |
| 12 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.85% | -2.36% | -6.80% | |
| 13 | ABT | Abbott Laboratories | 股票-醫療保健 | 3.01% | -1.06% | -20.66% | |
| 14 | WM | Waste Management Inc | 股票-工業 | 2.95% | +0.46% | -34.90% | |
| 15 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.84% | +0.22% | -22.21% | |
| 16 | EFX | Equifax Inc | 股票-工業 | 2.78% | -1.35% | -5.01% | |
| 17 | CDNS | Cadence Design Sys Inc | 股票-科技 | 2.77% | +0.04% | -4.49% | |
| 18 | BR | Broadridge Financial Solutio | 股票-科技 | 2.74% | -1.48% | +11.22% | |
| 19 | AVGO | Broadcom Inc | 股票-科技 | 2.72% | +0.87% | +149.75% | |
| 20 | VEEV | Veeva Systems Inc-class A | 股票-醫療保健 | 1.96% | -0.03% | +83.47% | |
| 21 | VRSK | Verisk Analytics Inc | 股票-工業 | 1.80% | -0.15% | +8.06% | |
| 22 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.69% | -0.21% | -37.68% | |
| 23 | MSI | Motorola Solutions Inc | 股票-科技 | 1.45% | +1.36% | -3.28% | |
| 24 | CPRT | Copart Inc | 股票-工業 | 1.05% | -0.20% | -26.06% | |
| 25 | INTU | Intuit Inc | 股票-科技 | 0.88% | -0.83% | -62.07% | |
| 26 | APH | Amphenol Corp-cl A | 股票-科技 | 0.56% | +2.07% | -2.22% | |
| 27 | ADP | Automatic Data Processing | 股票-科技 | 0.42% | +0.03% | -83.45% | |
| 28 | ORCL | Oracle CORP | 股票-科技 | 0.35% | +0.07% | -2.88% | |
| 29 | ECL | Ecolab Inc | 股票-原物料 | 0.31% | +0.08% | -1.83% | |
| 30 | JGRW | Jensen Quality Growth ETF | ETF-其他 | 0.28% | +0.08% | +10.98% | |
| 31 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.25% | +0.01% | -0.81% | |
| 32 | ACN | Accenture plc | 股票-科技 | 0.23% | -0.07% | -12.19% | |
| 33 | WAT | Waters CORP | 股票-醫療保健 | 0.23% | +0.12% | +0.08% | |
| 34 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.20% | +0.06% | -0.25% | |
| 35 | EMR | Emerson Electric Co | 股票-工業 | 0.19% | +0.07% | -0.55% | |
| 36 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.17% | +0.05% | -0.00% | |
| 37 | AON | Aon plc | 股票-金融 | 0.16% | +0.05% | +141.15% | |
| 38 | ADBE | Adobe Inc | 股票-科技 | 0.16% | +0.01% | -2.21% | |
| 39 | CTSH | Cognizant Tech Solutions-a | 股票-科技 | 0.13% | -0.03% | -1.22% | |
| 40 | CCK | Crown Holdings Inc | 股票-循環性消費 | 0.11% | +0.03% | — | |
| 41 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.11% | +0.07% | -4.05% | |
| 42 | LH | Labcorp Holdings Inc | 股票-醫療保健 | 0.10% | +0.01% | -19.02% | |
| 43 | EHC | Encompass Health CORP | 股票-醫療保健 | 0.10% | — | — | |
| 44 | KR | Kroger Co | 股票-非循環性消費 | 0.09% | -0.01% | -17.41% | |
| 45 | KEYS | Keysight Technologies In | 股票-科技 | 0.09% | -0.01% | -38.83% | |
| 46 | CLX | Clorox Company | 股票-非循環性消費 | 0.09% | +0.02% | -32.57% | |
| 47 | ROST | Ross Stores Inc | 股票-循環性消費 | 0.09% | — | -18.26% | |
| 48 | TSCO | Tractor Supply Company | 股票-循環性消費 | 0.09% | -0.02% | — | |
| 49 | MSCI | Msci Inc | 股票-金融 | 0.08% | +0.01% | -21.32% | |
| 50 | MMM | 3m Co | 股票-工業 | 0.08% | +0.03% | -0.72% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +1.8% | +149.75% | 加碼 |
| 2 | KLAC | Kla CORP | +1.2% | -12.60% | 減碼 |
| 3 | AMZN | Amazon.com Inc | +0.9% | +7.56% | 加碼 |
| 4 | VEEV | Veeva Systems Inc-class A | +0.9% | +83.47% | 加碼 |
| 5 | SHW | Sherwin-williams Co/the | +0.8% | +1.30% | 加碼 |
| 6 | MRSH | Marsh & Mclennan Cos | +0.8% | +6.17% | 加碼 |
| 7 | GOOGL | Alphabet Inc-cl A | +0.7% | -5.43% | 減碼 |
| 8 | MA | Mastercard Inc - A | +0.5% | +1.70% | 加碼 |
| 9 | SYK | Stryker CORP | +0.5% | -4.81% | 減碼 |
| 10 | MSI | Motorola Solutions Inc | +0.4% | -3.28% | 減碼 |
| 11 | VRSK | Verisk Analytics Inc | +0.2% | +8.06% | 加碼 |
| 12 | CDNS | Cadence Design Sys Inc | +0.2% | -4.49% | 減碼 |
| 13 | AON | Aon plc | +0.1% | +141.15% | 加碼 |
| 14 | APH | Amphenol Corp-cl A | +0.1% | -2.22% | 減碼 |
| 15 | PEP | Pepsico Inc | +0.1% | -0.81% | 減碼 |
| 16 | ECL | Ecolab Inc | +0.1% | -1.83% | 減碼 |
| 17 | JGRW | Jensen Quality Growth ETF | +0.1% | +10.98% | 加碼 |
| 18 | META | Meta Platforms Inc-class A | +0.1% | -6.80% | 減碼 |
| 19 | CL | Colgate-palmolive Co | +0.1% | -0.25% | 減碼 |
| 20 | KO | Coca-cola Co/the | +0.1% | -0.00% | 減碼 |
| 21 | BR | Broadridge Financial Solutio | 0% | +11.22% | 加碼 |
| 22 | TSM | Taiwan Semiconductor-sp Adr | 0% | -4.05% | 減碼 |
| 23 | EMR | Emerson Electric Co | 0% | -0.55% | 減碼 |
| 24 | EHC | Encompass Health CORP | 0% | — | 不變 |
| 25 | JNJ | Johnson & Johnson | 0% | -4.86% | 減碼 |
| 26 | GWW | Ww Grainger Inc | 0% | — | 不變 |
| 27 | FFIV | F5 Inc | 0% | -5.53% | 減碼 |
| 28 | RTX | Rtx CORP | 0% | — | 不變 |
| 29 | CCK | Crown Holdings Inc | 0% | — | 不變 |
| 30 | LH | Labcorp Holdings Inc | 0% | -19.02% | 減碼 |
| 31 | TSCO | Tractor Supply Company | 0% | — | 不變 |
| 32 | MMM | 3m Co | 0% | -0.72% | 減碼 |
| 33 | DOX | Amdocs Limited | 0% | +92.65% | 加碼 |
| 34 | TROW | T Rowe Price Group Inc | 0% | — | 不變 |
| 35 | CHD | Church & Dwight Co Inc | 0% | — | 不變 |
| 36 | KR | Kroger Co | 0% | -17.41% | 減碼 |
| 37 | GNTX | Gentex CORP | 0% | — | 不變 |
| 38 | TJX | Tjx Companies Inc | 0% | +0.00% | 加碼 |
| 39 | ABBV | Abbvie Inc | 0% | — | 不變 |
| 40 | LEVI | Levi Strauss & Co- Class A | 0% | +17.53% | 加碼 |
| 41 | ROST | Ross Stores Inc | 0% | -18.26% | 減碼 |
| 42 | WAT | Waters CORP | — | +0.08% | 加碼 |
| 43 | NKE | Nike Inc -cl B | — | -2.42% | 減碼 |
| 44 | KEYS | Keysight Technologies In | — | -38.83% | 減碼 |
| 45 | FICO | Fair Isaac CORP | — | — | 不變 |
| 46 | IDXX | Idexx Laboratories Inc | — | -0.03% | 減碼 |
| 47 | HD | Home Depot Inc | — | -41.40% | 減碼 |
| 48 | BAH | Booz Allen Hamilton Holdings | — | -15.81% | 減碼 |
| 49 | ✓ | Bajaj Finance Limited | — | — | 不變 |
| 50 | MANH | Manhattan Associates Inc | — | — | 不變 |
根據 SEC 官方 Form 13F 申報備案，Jensen Investment Management Inc 在 Q1 2026 季度的美股持倉總市值約為 US$41.3億，共申報了 84 個公開持股部位。
在 Q1 2026 季度，Jensen Investment Management Inc 按市值排列的前三大核心持股分別為：MSFT (8.6%)、GOOGL (8.2%)、AAPL (8.0%)。其中最大持股部位 MSFT 佔據整體投資組合約 8.6% 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。
本季最大獲利了結 / 清倉標的
FDS
前期市值: US$342.7萬
在 Q1 2026 季度中，Jensen Investment Management Inc 共進行了 72 項持倉異動，包含新建倉 0 個部位、加碼 16 個部位、減碼 51 個部位以及清倉 5 個部位。 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。