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: 0001731372
申報總市值
US$6.1億
US$6.1億
236 檔
22.0%
根據最新整理的 13F 季度數據集，Kendall Capital Management 於 Q2 2026 結束時的管理資產規模為 US$6.1億。該機構在本季度申報了 236 檔美股持倉，呈現出該時期的主要投資地圖。
Kendall Capital Management 在 Q2 2026 進行了結構性的板塊輪動與部位換股。在開立 22 個全新部位及加碼 73 檔持股的同時，亦同步清倉 16 檔並減碼 75 檔標的。
整體而言，Kendall Capital Management 的前 5 大持股（包含 TMSL, JIRE, FMDE）貢獻了組合市值的 22.0%，形成該機構在 Q2 2026 季度的基本面基石。
本季最大新建倉標的
ASML
市值: US$174.9萬
本季最大獲利了結 / 清倉標的
CSG SYSTEMS INTERNATIONAL IN
前期市值: US$442.5萬
僅顯示前 200 大持股（共 236 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 | TMSL | T.rowe Prc Small-mid Cap ETF | ETF-其他 | 5.61% | -0.33% | +3.61% | |
| 2 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-其他 | 4.81% | +0.06% | +4.49% | |
| 3 | FMDE | Fidelity Enhanced Mid Cap Co | ETF-其他 | 4.51% | +0.02% | +1981.16% | |
| 4 | DELL | Dell Technologies -c | 股票-科技 | 4.33% | +0.52% | -5.69% | |
| 5 | AVGO | Broadcom Inc | 股票-科技 | 2.88% | -0.21% | +2.05% | |
| 6 | VUG | Vanguard Growth ETF | ETF-其他 | 2.76% | +0.20% | +529.67% | |
| 7 | KLAC | Kla CORP | 股票-科技 | 2.67% | -1.01% | +832.57% | |
| 8 | AVT | Avnet Inc | 股票-科技 | 2.61% | +0.32% | +4.27% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 2.45% | +0.05% | +6.26% | |
| 10 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 2.35% | +0.27% | +20.83% | |
| 11 | HPE | Hewlett Packard Enterprise | 股票-科技 | 1.76% | +0.61% | -6.89% | |
| 12 | OMC | Omnicom Group | 股票-通訊服務 | 1.54% | +0.08% | +24.65% | |
| 13 | ACMR | Acm Research Inc-class A | 股票-其他 | 1.54% | -0.66% | -12.40% | |
| 14 | VV | Vanguard Large-cap ETF | ETF-其他 | 1.26% | +0.02% | -0.02% | |
| 15 | AAPL | Apple Inc | 股票-科技 | 1.23% | +0.20% | +20.84% | |
| 16 | VSEC | Vse CORP | 股票-工業 | 1.23% | -0.43% | -8.62% | |
| 17 | VCTR | Victory Capital Holding - A | 股票-其他 | 1.22% | +0.32% | -2.06% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.15% | -0.07% | +1.05% | |
| 19 | CLS | Celestica Inc | 股票-科技 | 1.14% | -0.05% | -8.73% | |
| 20 | SMMD | Ishares Russell 2500 ETF | ETF-其他 | 1.12% | -0.08% | -79.26% | |
| 21 | FHI | Federated Hermes Inc | 股票-金融 | 1.12% | +0.11% | +26.70% | |
| 22 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.08% | -0.04% | +299.73% | |
| 23 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.04% | +0.03% | -0.51% | |
| 24 | TDTF | Flexshares Iboxx 5-year Targ | ETF-其他 | 0.92% | +0.09% | +19.88% | |
| 25 | CMI | Cummins Inc | 股票-工業 | 0.92% | -0.27% | -2.52% | |
| 26 | VTV | Vanguard Value ETF | ETF-其他 | 0.91% | +0.11% | +33.52% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.91% | -0.03% | +2.64% | |
| 28 | ARW | Arrow Electronics Inc | 股票-科技 | 0.89% | +0.03% | -1.07% | |
| 29 | WLY | Wiley (john) & Sons-class A | 股票-其他 | 0.83% | +0.01% | +14.52% | |
| 30 | NVDA | Nvidia CORP | 股票-科技 | 0.82% | +0.18% | +23.71% | |
| 31 | GEN | Gen Digital Inc | 股票-科技 | 0.82% | -0.06% | -2.88% | |
| 32 | COR | Cencora Inc | 股票-醫療保健 | 0.81% | +0.04% | +0.17% | |
| 33 | VEU | Vanguard Ftse All-world Ex-u | ETF-其他 | 0.81% | +0.07% | +23.15% | |
| 34 | NXST | Nexstar Media Group Inc | 股票-通訊服務 | 0.77% | -0.16% | -10.55% | |
| 35 | EQH | Equitable Holdings Inc | 股票-金融 | 0.71% | +0.09% | -3.09% | |
| 36 | BWA | Borgwarner Inc | 股票-循環性消費 | 0.68% | -0.06% | +8.40% | |
| 37 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.66% | +0.09% | +12.34% | |
| 38 | CMRE | Costamare Inc. | 股票-其他 | 0.66% | +0.05% | +9.76% | |
| 39 | MA | Mastercard Inc - A | 股票-金融 | 0.65% | +0.05% | +8.26% | |
| 40 | CDW | Cdw Corp/de | 股票-科技 | 0.60% | — | -5.44% | |
| 41 | R | Ryder System Inc | 股票-工業 | 0.59% | -0.08% | -2.24% | |
| 42 | VVX | V2x Inc | 股票-其他 | 0.58% | +0.02% | +25.53% | |
| 43 | VTRS | Viatris Inc | 股票-醫療保健 | 0.57% | +0.09% | +4.69% | |
| 44 | IWC | Ishares Micro-cap ETF | ETF-其他 | 0.57% | -0.05% | -0.88% | |
| 45 | TNL | Travel + Leisure Co | 股票-循環性消費 | 0.57% | -0.13% | +7.86% | |
| 46 | JXN | Jackson Financial Inc-a | 股票-金融 | 0.55% | +0.13% | -5.20% | |
| 47 | EXPE | Expedia Group Inc | 股票-循環性消費 | 0.55% | +0.02% | +0.23% | |
| 48 | UTHR | United Therapeutics CORP | 股票-醫療保健 | 0.53% | -0.02% | -6.37% | |
| 49 | ENVA | Enova International Inc | 股票-金融 | 0.52% | -0.16% | +83.04% | |
| 50 | UNM | Unum Group | 股票-金融 | 0.47% | -0.02% | -4.91% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | FMDE | Fidelity Enhanced Mid Cap Co | +4.3% | +1981.16% | 加碼 |
| 2 | DELL | Dell Technologies -c | +2.2% | -5.69% | 減碼 |
| 3 | KLAC | Kla CORP | +1% | +832.57% | 加碼 |
| 4 | ACMR | Acm Research Inc-class A | +0.9% | -12.40% | 減碼 |
| 5 | HPE | Hewlett Packard Enterprise | +0.5% | -6.89% | 減碼 |
| 6 | AVT | Avnet Inc | +0.5% | +4.27% | 加碼 |
| 7 | ENVA | Enova International Inc | +0.3% | +83.04% | 加碼 |
| 8 | ASML | ASML Holding N.V. | +0.3% | NEW | 新建倉 |
| 9 | CNM | Core & Main Inc-class A | +0.2% | NEW | 新建倉 |
| 10 | VTV | Vanguard Value ETF | +0.2% | +33.52% | 加碼 |
| 11 | ARW | Arrow Electronics Inc | +0.2% | -1.07% | 減碼 |
| 12 | AAPL | Apple Inc | +0.1% | +20.84% | 加碼 |
| 13 | WLY | Wiley (john) & Sons-class A | +0.1% | +14.52% | 加碼 |
| 14 | SCHG | Schwab US Large-cap Growth | +0.1% | NEW | 新建倉 |
| 15 | CMCSA | Comcast Corp-class A | +0.1% | +239.32% | 加碼 |
| 16 | NVDA | Nvidia CORP | +0.1% | +23.71% | 加碼 |
| 17 | CVSA | Covista Inc | +0.1% | +103.47% | 加碼 |
| 18 | COLL | Collegium Pharmaceutical Inc | +0.1% | +113.53% | 加碼 |
| 19 | ANIP | Ani Pharmaceuticals Inc | +0.1% | NEW | 新建倉 |
| 20 | MGA | Magna International Inc | +0.1% | +90.01% | 加碼 |
| 21 | VONV | Vanguard Russell 1000 Value | +0.1% | NEW | 新建倉 |
| 22 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +23.15% | 加碼 |
| 23 | CSCO | Cisco Systems Inc | +0.1% | -0.46% | 減碼 |
| 24 | LRCX | Lam Research CORP | +0.1% | -4.91% | 減碼 |
| 25 | SMLF | Ishares US Smallcap Equity F | +0.1% | NEW | 新建倉 |
| 26 | F | Ford Motor Co | +0.1% | +30.39% | 加碼 |
| 27 | OMF | Onemain Holdings Inc | +0.1% | +51.26% | 加碼 |
| 28 | INCY | Incyte CORP | +0.1% | +45.14% | 加碼 |
| 29 | MXL | Maxlinear Inc | +0.1% | NEW | 新建倉 |
| 30 | VONG | Vanguard Russell 1000 Growth | +0.1% | NEW | 新建倉 |
| 31 | VVX | V2x Inc | +0.1% | +25.53% | 加碼 |
| 32 | URI | United Rentals Inc | +0.1% | -5.65% | 減碼 |
| 33 | SANM | Sanmina CORP | +0.1% | -11.12% | 減碼 |
| 34 | UCTT | Ultra Clean Holdings Inc | +0.1% | NEW | 新建倉 |
| 35 | INTC | Intel CORP | +0.1% | NEW | 新建倉 |
| 36 | CMI | Cummins Inc | +0.1% | -2.52% | 減碼 |
| 37 | BWA | Borgwarner Inc | +0.1% | +8.40% | 加碼 |
| 38 | QCOM | Qualcomm Inc | +0.1% | -1.05% | 減碼 |
| 39 | DLX | Deluxe CORP | +0.1% | +73.26% | 加碼 |
| 40 | SJM | Jm Smucker Co/the | +0.1% | +66.92% | 加碼 |
| 41 | VBR | Vanguard Small-cap Value ETF | +0.1% | NEW | 新建倉 |
| 42 | TMSL | T.rowe Prc Small-mid Cap ETF | 0% | +3.61% | 加碼 |
| 43 | AVGO | Broadcom Inc | 0% | +2.05% | 加碼 |
| 44 | ✓ | Fidelis Insurance Hldgs Ltd | 0% | +9.81% | 加碼 |
| 45 | BLBD | Blue Bird CORP | 0% | NEW | 新建倉 |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | NEW | 新建倉 |
| 47 | VXUS | Vanguard Total Intl Stock | 0% | NEW | 新建倉 |
| 48 | QQQJ | Invesco Nasdaq Next Gen 100 | 0% | NEW | 新建倉 |
| 49 | CSX | Csx CORP | 0% | NEW | 新建倉 |
| 50 | TROW | T Rowe Price Group Inc | 0% | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Kendall Capital Management 在 Q2 2026 季度的美股持倉總市值約為 US$6.1億，共申報了 236 個公開持股部位。
在 Q2 2026 季度，Kendall Capital Management 按市值排列的前三大核心持股分別為：TMSL (5.6%)、JIRE (4.8%)、FMDE (4.5%)。其中最大持股部位 TMSL 佔據整體投資組合約 5.6% 的權重。
在 Q2 2026 季度中，Kendall Capital Management 共進行了 186 項持倉異動，包含新建倉 22 個部位、加碼 73 個部位、減碼 75 個部位以及清倉 16 個部位。 其中最大新建倉標的為 ASML。 本季清倉部位包含 CSG SYSTEMS INTERNATIONAL IN。
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。
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。
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。