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: 0002113267
申報總市值
US$1.3億
US$1.3億
189 檔
15.5%
在 Q1 2026 的 13F 官方備案中，JMN Financial LLC 管理的美股投資組合規模來到 US$1.3億，整體持股檔數為 189 檔。
觀察 Q1 2026 的資金脈絡，JMN Financial LLC 在獲利結算 52 檔個股的同時，將資本重新部署至 46 檔新選標的，展現主動管理機構的輪動節奏。
在資產配置集中度方面，JMN Financial LLC 的前 5 大核心持股（包含 BSV, AAPL, NVDA 等）合計佔整體申報市值的 15.5%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 5.22% | -0.71% | +33.73% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.44% | -0.28% | +6.91% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.00% | -0.44% | +6.81% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 3.52% | -0.29% | +14.31% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 2.42% | -0.42% | -12.41% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.25% | -0.27% | -2.37% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.23% | -0.04% | +3.24% | |
| 8 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.79% | +0.28% | +13.82% | |
| 9 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.59% | +0.25% | +6.29% | |
| 10 | AVGO | Broadcom Inc | 股票-科技 | 1.54% | +0.04% | +1.18% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.48% | -0.15% | -1.05% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.43% | +0.18% | +26.28% | |
| 13 | LRCX | Lam Research CORP | 股票-科技 | 1.38% | +0.86% | +7.34% | |
| 14 | WMT | Walmart Inc | 股票-非循環性消費 | 1.16% | -0.40% | +17.77% | |
| 15 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.15% | -0.26% | +32.94% | |
| 16 | VXF | Vanguard Extended Market ETF | ETF-其他 | 1.09% | -0.05% | +5.90% | |
| 17 | CLS | Celestica Inc | 股票-科技 | 1.04% | -0.07% | -2.17% | |
| 18 | TSLA | Tesla Inc | 股票-循環性消費 | 1.00% | -0.18% | +6.85% | |
| 19 | BNDX | Vanguard Total Intl Bond ETF | ETF-其他 | 0.97% | -0.11% | +28.69% | |
| 20 | SKM | Sk Telecom Co Ltd-spon Adr | 股票-其他 | 0.87% | -0.22% | +2.65% | |
| 21 | STT | State Street CORP | 股票-金融 | 0.83% | +0.04% | +21.33% | |
| 22 | FHI | Federated Hermes Inc | 股票-金融 | 0.82% | -0.17% | +8.76% | |
| 23 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 0.81% | -0.19% | -14.82% | |
| 24 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.80% | +0.12% | +3.90% | |
| 25 | DAC | Danaos Corporation | 股票-其他 | 0.79% | +0.01% | +15.06% | |
| 26 | AMAT | Applied Materials Inc | 股票-科技 | 0.77% | +0.41% | +5.59% | |
| 27 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-其他 | 0.77% | -0.12% | +3.86% | |
| 28 | SAN | Banco Santander Sa-spon Adr | 股票-金融 | 0.76% | -0.04% | +8.40% | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.74% | -0.08% | +1.05% | |
| 30 | JHG | Janus Henderson Group plc | 股票-金融 | 0.69% | -0.11% | +17.07% | |
| 31 | BHP | Bhp Group Ltd-spon Adr | 股票-原物料 | 0.69% | -0.02% | +17.07% | |
| 32 | EVR | Evercore Inc - A | 股票-金融 | 0.67% | -0.07% | +2.24% | |
| 33 | NFLX | Netflix Inc | 股票-通訊服務 | 0.66% | -0.27% | -3.57% | |
| 34 | VTV | Vanguard Value ETF | ETF-其他 | 0.63% | -0.07% | +4.86% | |
| 35 | SEIC | Sei Investments Company | 股票-金融 | 0.62% | -0.16% | -27.42% | |
| 36 | SSB | Southstate Bank CORP | 股票-金融 | 0.61% | -0.07% | +31.85% | |
| 37 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.59% | -0.12% | — | |
| 38 | BBVA | Banco Bilbao Vizcaya-sp Adr | 股票-金融 | 0.58% | -0.09% | -28.56% | |
| 39 | WF | Woori Financial-spon Adr | 股票-其他 | 0.58% | -0.17% | -7.83% | |
| 40 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.57% | -0.18% | +13.82% | |
| 41 | FULT | Fulton Financial CORP | 股票-金融 | 0.56% | -0.01% | +19.06% | |
| 42 | EVRG | Evergy Inc | 股票-公用事業 | 0.56% | +0.06% | +12.84% | |
| 43 | ASML | ASML Holding N.V. | 股票-科技 | 0.56% | +0.23% | +23.92% | |
| 44 | XOM | Exxon Mobil CORP | 股票-能源 | 0.55% | -0.38% | +29.68% | |
| 45 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.55% | -0.02% | — | |
| 46 | MO | Altria Group Inc | 股票-非循環性消費 | 0.54% | +0.12% | +29.53% | |
| 47 | KT | Kt Corp-sp Adr | 股票-其他 | 0.52% | -0.10% | -6.38% | |
| 48 | FTS | Fortis Inc | 股票-公用事業 | 0.52% | -0.09% | -28.39% | |
| 49 | GSL | Global Ship Lease, Inc. | 股票-其他 | 0.51% | -0.04% | -3.78% | |
| 50 | MU | Micron Technology Inc | 股票-科技 | 0.51% | +1.02% | +36.75% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BSV | Vanguard Short-term Bond ETF | +1.2% | +33.73% | 加碼 |
| 2 | JNJ | Johnson & Johnson | +0.4% | +32.94% | 加碼 |
| 3 | LRCX | Lam Research CORP | +0.3% | +7.34% | 加碼 |
| 4 | SKM | Sk Telecom Co Ltd-spon Adr | +0.3% | +2.65% | 加碼 |
| 5 | WMT | Walmart Inc | +0.3% | +17.77% | 加碼 |
| 6 | VOO | Vanguard S&p 500 ETF | +0.2% | +14.31% | 加碼 |
| 7 | XOM | Exxon Mobil CORP | +0.2% | +29.68% | 加碼 |
| 8 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +6.29% | 加碼 |
| 9 | AMAT | Applied Materials Inc | +0.2% | +5.59% | 加碼 |
| 10 | DAC | Danaos Corporation | +0.2% | +15.06% | 加碼 |
| 11 | BNDX | Vanguard Total Intl Bond ETF | +0.2% | +28.69% | 加碼 |
| 12 | BHP | Bhp Group Ltd-spon Adr | +0.2% | +17.07% | 加碼 |
| 13 | ASML | ASML Holding N.V. | +0.2% | +23.92% | 加碼 |
| 14 | MU | Micron Technology Inc | +0.2% | +36.75% | 加碼 |
| 15 | GOOGL | Alphabet Inc-cl A | +0.2% | +26.28% | 加碼 |
| 16 | MO | Altria Group Inc | +0.2% | +29.53% | 加碼 |
| 17 | MRK | Merck & Co. Inc. | +0.2% | +46.42% | 加碼 |
| 18 | JHG | Janus Henderson Group plc | +0.1% | +17.07% | 加碼 |
| 19 | SSB | Southstate Bank CORP | +0.1% | +31.85% | 加碼 |
| 20 | STT | State Street CORP | +0.1% | +21.33% | 加碼 |
| 21 | ASX | Ase Technology Holding -adr | +0.1% | +13.14% | 加碼 |
| 22 | RGA | Reinsurance Group Of America | +0.1% | +64.54% | 加碼 |
| 23 | GILD | Gilead Sciences Inc | +0.1% | +13.82% | 加碼 |
| 24 | FHI | Federated Hermes Inc | +0.1% | +8.76% | 加碼 |
| 25 | IX | Orix - Sponsored Adr | +0.1% | +29.36% | 加碼 |
| 26 | FDX | Fedex CORP | +0.1% | +28.55% | 加碼 |
| 27 | EVRG | Evergy Inc | +0.1% | +12.84% | 加碼 |
| 28 | PM | Philip Morris International | +0.1% | +40.44% | 加碼 |
| 29 | PRG | Prog Holdings Inc | +0.1% | +36.30% | 加碼 |
| 30 | COST | Costco Wholesale CORP | +0.1% | +16.05% | 加碼 |
| 31 | HCA | Hca Healthcare Inc | +0.1% | +31.56% | 加碼 |
| 32 | KLAC | Kla CORP | +0.1% | +11.67% | 加碼 |
| 33 | FULT | Fulton Financial CORP | +0.1% | +19.06% | 加碼 |
| 34 | CAT | Caterpillar Inc | +0.1% | +18.42% | 加碼 |
| 35 | JPM | Jpmorgan Chase & Co | +0.1% | +55.80% | 加碼 |
| 36 | WSFS | Wsfs Financial CORP | +0.1% | +12.30% | 加碼 |
| 37 | SHG | Shinhan Financial Group-adr | +0.1% | +13.43% | 加碼 |
| 38 | BNY | Bank Of New York Mellon CORP | +0.1% | +32.06% | 加碼 |
| 39 | PRDO | Perdoceo Education CORP | +0.1% | +5.07% | 加碼 |
| 40 | GEV | GE Vernova Inc | +0.1% | +5.72% | 加碼 |
| 41 | CTRA | Coterra Energy Inc | +0.1% | -8.59% | 減碼 |
| 42 | COR | Cencora Inc | +0.1% | +48.09% | 加碼 |
| 43 | RIO | Rio Tinto Plc-spon Adr | +0.1% | +13.45% | 加碼 |
| 44 | ACT | Enact Holdings Inc | +0.1% | +24.14% | 加碼 |
| 45 | BVE | Diamond Hill Investment Grp | +0.1% | +27.48% | 加碼 |
| 46 | TDC | Teradata CORP | +0.1% | +61.67% | 加碼 |
| 47 | HD | Home Depot Inc | +0.1% | +27.12% | 加碼 |
| 48 | TXT | Textron Inc | +0.1% | +23.40% | 加碼 |
| 49 | PTEN | Patterson-uti Energy Inc | +0.1% | — | 不變 |
| 50 | KMT | Kennametal Inc | +0.1% | +1.28% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，JMN Financial LLC 在 Q1 2026 季度的美股持倉總市值約為 US$1.3億，共申報了 189 個公開持股部位。
在 Q1 2026 季度，JMN Financial LLC 按市值排列的前三大核心持股分別為：BSV (5.2%)、AAPL (4.4%)、NVDA (4.0%)。其中最大持股部位 BSV 佔據整體投資組合約 5.2% 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
SCHP
市值: US$60.1萬
本季最大獲利了結 / 清倉標的
CRM
前期市值: US$39.4萬
在 Q1 2026 季度中，JMN Financial LLC 共進行了 198 項持倉異動，包含新建倉 46 個部位、加碼 64 個部位、減碼 36 個部位以及清倉 52 個部位。 其中最大新建倉標的為 SCHP。 本季清倉部位包含 CRM。
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。