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: 0000920441
申報總市值
US$4.7億
US$4.7億
124 檔
26.3%
Kelly Lawrence W & Associates Inc/ca 在 Q1 2026 季度的美股部位總計估值為 US$4.7億，分散於 124 個持倉標的之中，反映其市場參與廣度與投資規模。
數據顯示 Kelly Lawrence W & Associates Inc/ca 於 Q1 2026 季度持續回收資金，對 47 個既有部位進行裁減並清倉 8 個標的，組合整體流動性比重有所上升。
從部位權重觀察，前 5 大標的（包含 GOOGL, AAPL, AMD）累計市值佔比達 26.3%，是驅動 Kelly Lawrence W & Associates Inc/ca 該季度整體投資組合績效表現的核心支柱。
| # | 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 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 9.00% | -0.44% | -6.97% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 7.78% | -1.02% | -6.92% | |
| 3 | AMD | Advanced Micro Devices | 股票-科技 | 6.90% | +6.39% | -11.79% | |
| 4 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 6.74% | -1.95% | -0.55% | |
| 5 | ICE | Intercontinental Exchange In | 股票-金融 | 3.86% | -1.52% | -4.70% | |
| 6 | COF | Capital One Financial CORP | 股票-金融 | 3.61% | -0.56% | -8.39% | |
| 7 | V | Visa Inc-class A Shares | 股票-金融 | 3.51% | -0.46% | -4.84% | |
| 8 | GNRC | Generac Holdings Inc | 股票-工業 | 3.35% | +0.49% | -36.84% | |
| 9 | JNJ | Johnson & Johnson | 股票-醫療保健 | 3.25% | -0.67% | -6.41% | |
| 10 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.04% | -0.36% | -6.80% | |
| 11 | NOW | Servicenow Inc | 股票-科技 | 2.91% | -0.79% | — | |
| 12 | PANW | Palo Alto Networks Inc | 股票-科技 | 2.91% | +1.83% | — | |
| 13 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.86% | -0.21% | -3.08% | |
| 14 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 2.75% | +0.49% | -5.16% | |
| 15 | ROP | Roper Technologies Inc | 股票-科技 | 2.66% | -0.69% | -3.66% | |
| 16 | AMAT | Applied Materials Inc | 股票-科技 | 2.61% | +0.80% | -5.77% | |
| 17 | BR | Broadridge Financial Solutio | 股票-科技 | 2.60% | -0.92% | -5.69% | |
| 18 | PEP | Pepsico Inc | 股票-非循環性消費 | 2.53% | -0.82% | -5.86% | |
| 19 | CRDO | Credo Technology Group Holding Ltd | 股票-科技 | 2.34% | +1.28% | — | |
| 20 | KNSL | Kinsale Capital Group Inc | 股票-金融 | 2.13% | -0.52% | -5.16% | |
| 21 | HIMS | Hims & Hers Health Inc | 股票-醫療保健 | 1.93% | +0.53% | -5.23% | |
| 22 | RGEN | Repligen CORP | 股票-醫療保健 | 1.78% | -0.05% | +32.53% | |
| 23 | WWD | Woodward Inc | 股票-工業 | 1.65% | -0.26% | -4.52% | |
| 24 | AFL | Aflac Inc | 股票-金融 | 1.40% | -0.25% | -3.01% | |
| 25 | HD | Home Depot Inc | 股票-循環性消費 | 1.17% | -0.07% | -1.75% | |
| 26 | CVX | Chevron CORP | 股票-能源 | 1.10% | -0.42% | -2.55% | |
| 27 | CSCO | Cisco Systems Inc | 股票-科技 | 0.81% | +0.13% | -16.79% | |
| 28 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.79% | -0.17% | -12.42% | |
| 29 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.66% | -0.11% | — | |
| 30 | MSFT | Microsoft CORP | 股票-科技 | 0.66% | -0.15% | -0.70% | |
| 31 | CRM | Salesforce Inc | 股票-科技 | 0.62% | -0.23% | -1.96% | |
| 32 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.48% | -0.06% | -11.34% | |
| 33 | BWEL | Boswell (jg) Co | 股票-其他 | 0.47% | -0.10% | — | |
| 34 | HXL | Hexcel CORP | 股票-工業 | 0.47% | -0.05% | -3.09% | |
| 35 | RITM V0 PERP B債券 | Rithm Capital CORP | 債券 | 0.42% | -0.09% | -6.36% | |
| 36 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.39% | -0.10% | -0.27% | |
| 37 | ALB 7.25 03-01-27債券 | Albemarle CORP | 債券 | 0.36% | -0.15% | -29.19% | |
| 38 | XOM | Exxon Mobil CORP | 股票-能源 | 0.34% | -0.34% | EXIT | |
| 39 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.34% | +0.04% | +93.66% | |
| 40 | VRSN | Verisign Inc | 股票-科技 | 0.34% | -0.07% | -0.66% | |
| 41 | WFC 7.5 PERP L債券 | Wells Fargo & Company | 債券 | 0.27% | -0.06% | -4.74% | |
| 42 | WMT | Walmart Inc | 股票-非循環性消費 | 0.26% | -0.09% | — | |
| 43 | ALB | Albemarle CORP | 股票-原物料 | 0.24% | -0.10% | — | |
| 44 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 0.23% | -0.11% | — | |
| 45 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.23% | -0.07% | -3.97% | |
| 46 | BXP | Bxp Inc | 股票-房地產 | 0.22% | — | +10133.33% | |
| 47 | T 5 PERP A債券 | At&t Inc | 債券 | 0.21% | +0.01% | -36.26% | |
| 48 | IBM | Intl Business Machines CORP | 股票-科技 | 0.20% | -0.02% | -0.27% | |
| 49 | AGNC V0 PERP E債券 | Agnc Investment CORP | 債券 | 0.19% | -0.04% | -9.19% | |
| 50 | CAT | Caterpillar Inc | 股票-工業 | 0.19% | +0.03% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | COST | Costco Wholesale CORP | +1.6% | -0.55% | 減碼 |
| 2 | AMAT | Applied Materials Inc | +0.8% | -5.77% | 減碼 |
| 3 | JNJ | Johnson & Johnson | +0.7% | -6.41% | 減碼 |
| 4 | CVX | Chevron CORP | +0.4% | -2.55% | 減碼 |
| 5 | WWD | Woodward Inc | +0.4% | -4.52% | 減碼 |
| 6 | PEP | Pepsico Inc | +0.4% | -5.86% | 減碼 |
| 7 | BXP | Bxp Inc | +0.2% | +10133.33% | 加碼 |
| 8 | ICE | Intercontinental Exchange In | +0.2% | -4.70% | 減碼 |
| 9 | NEE | Nextera Energy Inc | +0.2% | +93.66% | 加碼 |
| 10 | RGEN | Repligen CORP | +0.1% | +32.53% | 加碼 |
| 11 | XOM | Exxon Mobil CORP | +0.1% | — | 不變 |
| 12 | AFL | Aflac Inc | +0.1% | -3.01% | 減碼 |
| 13 | BWEL | Boswell (jg) Co | +0.1% | — | 不變 |
| 14 | GNRC | Generac Holdings Inc | +0.1% | -36.84% | 減碼 |
| 15 | HD | Home Depot Inc | +0.1% | -1.75% | 減碼 |
| 16 | ALB | Albemarle CORP | +0.1% | — | 不變 |
| 17 | HXL | Hexcel CORP | +0.1% | -3.09% | 減碼 |
| 18 | COP | Conocophillips | +0.1% | — | 不變 |
| 19 | WMT | Walmart Inc | +0.1% | — | 不變 |
| 20 | CAT | Caterpillar Inc | +0.1% | — | 不變 |
| 21 | DE | Deere & Co | +0.1% | — | 不變 |
| 22 | GILD | Gilead Sciences Inc | 0% | -3.97% | 減碼 |
| 23 | VRSN | Verisign Inc | 0% | -0.66% | 減碼 |
| 24 | GOOG | Alphabet Inc-cl C | 0% | -3.08% | 減碼 |
| 25 | SCHW | Schwab (charles) CORP | 0% | -0.27% | 減碼 |
| 26 | SHEL | Shell Plc-adr | 0% | — | 不變 |
| 27 | ATLC 9.25 01-31-29 *債券 | Atlanticus Holdings CORP | 0% | +34.18% | 加碼 |
| 28 | INTC | Intel CORP | 0% | — | 不變 |
| 29 | KIM | Kimco Realty CORP | 0% | -2.65% | 減碼 |
| 30 | KO | Coca-cola Co/the | 0% | — | 不變 |
| 31 | AMGN | Amgen Inc | 0% | — | 不變 |
| 32 | JPM | Jpmorgan Chase & Co | 0% | — | 不變 |
| 33 | GEV | GE Vernova Inc | 0% | -5.87% | 減碼 |
| 34 | HON | Honeywell International Inc | 0% | — | 不變 |
| 35 | LITE | Lumentum Holdings Inc | 0% | -42.86% | 減碼 |
| 36 | NSRGY | Nestle Sa-spons Adr | 0% | — | 不變 |
| 37 | RITM V0 PERP B債券 | Rithm Capital CORP | 0% | -6.36% | 減碼 |
| 38 | WFC 7.5 PERP L債券 | Wells Fargo & Company | 0% | -4.74% | 減碼 |
| 39 | EW | Edwards Lifesciences CORP | 0% | — | 不變 |
| 40 | AIR | Aar CORP | 0% | — | 不變 |
| 41 | VZ | Verizon Communications Inc | 0% | — | 不變 |
| 42 | PFE | Pfizer Inc | 0% | — | 不變 |
| 43 | MMM | 3m Co | 0% | — | 不變 |
| 44 | MITT 8 PERP B債券 | Tpg Mortgage Invest Tr | 0% | — | 不變 |
| 45 | BA 6 10-15-27債券 | Boeing Co/the | 0% | — | 不變 |
| 46 | MCK | Mckesson CORP | 0% | — | 不變 |
| 47 | ET | Energy Transfer LP | 0% | — | 不變 |
| 48 | ZTS | Zoetis Inc | 0% | — | 不變 |
| 49 | PMT V8.125 PERP A債券 | Pennymac Mtge Investment | 0% | — | 不變 |
| 50 | MCD | Mcdonald's CORP | 0% | — | 不變 |
根據 SEC 官方 Form 13F 申報備案，Kelly Lawrence W & Associates Inc/ca 在 Q1 2026 季度的美股持倉總市值約為 US$4.7億，共申報了 124 個公開持股部位。
在 Q1 2026 季度，Kelly Lawrence W & Associates Inc/ca 按市值排列的前三大核心持股分別為：GOOGL (9.0%)、AAPL (7.8%)、AMD (6.9%)。其中最大持股部位 GOOGL 佔據整體投資組合約 9.0% 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
NOW
市值: US$1046.8萬
本季最大獲利了結 / 清倉標的
DHR
前期市值: US$1206.0萬
在 Q1 2026 季度中，Kelly Lawrence W & Associates Inc/ca 共進行了 64 項持倉異動，包含新建倉 5 個部位、加碼 4 個部位、減碼 47 個部位以及清倉 8 個部位。 其中最大新建倉標的為 NOW。 本季清倉部位包含 DHR。
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。