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: 0001999898
申報總市值
US$1.3億
US$1.3億
43 檔
24.5%
截至 Q1 2026 季度末，Kampmann Melissa S. 的美股持倉估值約為 US$1.3億，全數申報部位共有 43 檔。
Kampmann Melissa S. 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 29 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 GOOG, LLY, AAPL）占據了總市值的 24.5%，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 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 5.90% | +0.91% | -0.87% | |
| 2 | LLY | Eli Lilly & Co | 股票-醫療保健 | 5.80% | +1.23% | -0.78% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 5.26% | +0.36% | -0.71% | |
| 4 | WMT | Walmart Inc | 股票-非循環性消費 | 4.69% | -0.77% | -1.18% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 4.41% | +0.20% | -0.53% | |
| 6 | JNJ | Johnson & Johnson | 股票-醫療保健 | 4.20% | -0.13% | -0.65% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 4.03% | -0.24% | -0.59% | |
| 8 | FAST | Fastenal Co | 股票-工業 | 3.65% | -0.08% | +0.47% | |
| 9 | ROK | Rockwell Automation Inc | 股票-工業 | 3.55% | +1.06% | -0.44% | |
| 10 | UBER | Uber Technologies Inc | 股票-工業 | 3.46% | -0.28% | -5.73% | |
| 11 | SYK | Stryker CORP | 股票-醫療保健 | 3.27% | -0.35% | -0.60% | |
| 12 | MA | Mastercard Inc - A | 股票-金融 | 3.21% | -0.11% | -0.62% | |
| 13 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.18% | +0.23% | -0.52% | |
| 14 | GEV | GE Vernova Inc | 股票-工業 | 3.12% | +0.82% | -0.22% | |
| 15 | CVX | Chevron CORP | 股票-能源 | 2.99% | -0.65% | -0.41% | |
| 16 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.97% | -0.13% | — | |
| 17 | ECL | Ecolab Inc | 股票-原物料 | 2.85% | -0.02% | -0.22% | |
| 18 | GNRC | Generac Holdings Inc | 股票-工業 | 2.23% | +0.96% | -0.28% | |
| 19 | IRTC | Irhythm Holdings Inc | 股票-醫療保健 | 2.08% | -0.19% | -2.70% | |
| 20 | ICE | Intercontinental Exchange In | 股票-金融 | 2.06% | -0.66% | -8.89% | |
| 21 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 2.02% | -0.38% | — | |
| 22 | RBA | Rb Global Inc | 股票-工業 | 1.94% | +0.16% | -3.53% | |
| 23 | SPGI | S&p Global Inc | 股票-金融 | 1.91% | -1.05% | -18.14% | |
| 24 | AON | Aon plc | 股票-金融 | 1.91% | -0.93% | -13.32% | |
| 25 | DXCM | Dexcom Inc | 股票-醫療保健 | 1.85% | — | — | |
| 26 | HD | Home Depot Inc | 股票-循環性消費 | 1.79% | — | -1.46% | |
| 27 | BX | Blackstone Inc | 股票-金融 | 1.72% | -0.45% | -16.52% | |
| 28 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.49% | -0.02% | +25.68% | |
| 29 | ORCL | Oracle CORP | 股票-科技 | 1.39% | -0.09% | -1.22% | |
| 30 | BIV | Vanguard Intermediate-term B | ETF-其他 | 1.26% | -0.09% | +0.54% | |
| 31 | WM | Waste Management Inc | 股票-工業 | 1.21% | -0.04% | +3.62% | |
| 32 | WEC | Wec Energy Group Inc | 股票-公用事業 | 1.09% | -0.06% | — | |
| 33 | TOST | Toast Inc-class A | 股票-科技 | 1.06% | -0.14% | -1.19% | |
| 34 | CRM | Salesforce Inc | 股票-科技 | 0.99% | -0.49% | -2.65% | |
| 35 | BA | Boeing Co/the | 股票-工業 | 0.99% | +0.11% | +280.62% | |
| 36 | NOW | Servicenow Inc | 股票-科技 | 0.97% | +0.46% | +37.34% | |
| 37 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.84% | -0.01% | — | |
| 38 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.83% | +0.13% | — | |
| 39 | WDAY | Workday Inc-class A | 股票-科技 | 0.81% | -0.81% | EXIT | |
| 40 | CNI | Canadian Natl Railway Co | 股票-工業 | 0.31% | -0.01% | -7.61% | |
| 41 | XYL | Xylem Inc | 股票-工業 | 0.30% | -0.11% | -3.82% | |
| 42 | NVDA | Nvidia CORP | 股票-科技 | 0.22% | +0.99% | — | |
| 43 | MDLN | Medline Inc-cl A | 股票-其他 | 0.19% | +0.23% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GEV | GE Vernova Inc | +0.9% | -0.22% | 減碼 |
| 2 | CVX | Chevron CORP | +0.8% | -0.41% | 減碼 |
| 3 | JNJ | Johnson & Johnson | +0.7% | -0.65% | 減碼 |
| 4 | BA | Boeing Co/the | +0.7% | +280.62% | 加碼 |
| 5 | AAPL | Apple Inc | +0.5% | -0.71% | 減碼 |
| 6 | WMT | Walmart Inc | +0.5% | -1.18% | 減碼 |
| 7 | FAST | Fastenal Co | +0.4% | +0.47% | 加碼 |
| 8 | COST | Costco Wholesale CORP | +0.4% | +25.68% | 加碼 |
| 9 | GNRC | Generac Holdings Inc | +0.4% | -0.28% | 減碼 |
| 10 | JPM | Jpmorgan Chase & Co | +0.2% | -0.53% | 減碼 |
| 11 | PG | Procter & Gamble Co/the | +0.2% | — | 不變 |
| 12 | NOW | Servicenow Inc | +0.2% | +37.34% | 加碼 |
| 13 | WM | Waste Management Inc | +0.2% | +3.62% | 加碼 |
| 14 | WEC | Wec Energy Group Inc | +0.1% | — | 不變 |
| 15 | BIV | Vanguard Intermediate-term B | +0.1% | +0.54% | 加碼 |
| 16 | ECL | Ecolab Inc | +0.1% | -0.22% | 減碼 |
| 17 | MA | Mastercard Inc - A | +0.1% | -0.62% | 減碼 |
| 18 | AGG | Ishares Core U.s. Aggregate | +0.1% | — | 不變 |
| 19 | CNI | Canadian Natl Railway Co | 0% | -7.61% | 減碼 |
| 20 | SBUX | Starbucks CORP | — | — | 不變 |
| 21 | XYL | Xylem Inc | 0% | -3.82% | 減碼 |
| 22 | SYK | Stryker CORP | -0.1% | -0.60% | 減碼 |
| 23 | AMZN | Amazon.com Inc | -0.1% | -0.52% | 減碼 |
| 24 | ISRG | Intuitive Surgical Inc | -0.1% | — | 不變 |
| 25 | DXCM | Dexcom Inc | -0.1% | — | 不變 |
| 26 | CRM | Salesforce Inc | -0.1% | -2.65% | 減碼 |
| 27 | ORCL | Oracle CORP | -0.1% | -1.22% | 減碼 |
| 28 | HD | Home Depot Inc | -0.2% | -1.46% | 減碼 |
| 29 | AON | Aon plc | -0.2% | -13.32% | 減碼 |
| 30 | TOST | Toast Inc-class A | -0.2% | -1.19% | 減碼 |
| 31 | ICE | Intercontinental Exchange In | -0.2% | -8.89% | 減碼 |
| 32 | ROK | Rockwell Automation Inc | -0.3% | -0.44% | 減碼 |
| 33 | RBA | Rb Global Inc | -0.3% | -3.53% | 減碼 |
| 34 | GOOG | Alphabet Inc-cl C | -0.4% | -0.87% | 減碼 |
| 35 | MSFT | Microsoft CORP | -0.5% | -0.59% | 減碼 |
| 36 | UBER | Uber Technologies Inc | -0.5% | -5.73% | 減碼 |
| 37 | LLY | Eli Lilly & Co | -0.5% | -0.78% | 減碼 |
| 38 | IRTC | Irhythm Holdings Inc | -0.7% | -2.70% | 減碼 |
| 39 | SPGI | S&p Global Inc | -0.8% | -18.14% | 減碼 |
| 40 | WDAY | Workday Inc-class A | -0.8% | -35.86% | 減碼 |
| 41 | BX | Blackstone Inc | -0.9% | -16.52% | 減碼 |
| 42 | NVDA | Nvidia CORP | — | NEW | 新建倉 |
| 43 | MDLN | Medline Inc-cl A | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Kampmann Melissa S. 在 Q1 2026 季度的美股持倉總市值約為 US$1.3億，共申報了 43 個公開持股部位。
在 Q1 2026 季度，Kampmann Melissa S. 按市值排列的前三大核心持股分別為：GOOG (5.9%)、LLY (5.8%)、AAPL (5.3%)。其中最大持股部位 GOOG 佔據整體投資組合約 5.9% 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
NVDA
市值: US$27.5萬
本季最大獲利了結 / 清倉標的
LLY
前期市值: US$854.5萬
在 Q1 2026 季度中，Kampmann Melissa S. 共進行了 37 項持倉異動，包含新建倉 2 個部位、加碼 6 個部位、減碼 29 個部位以及清倉 0 個部位。 其中最大新建倉標的為 NVDA。
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。