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: 0001840455
申報總市值
US$6.3億
US$6.3億
245 檔
11.4%
Q1 2026 季度申報顯示，Kesler, Norman & Wride, LLC 揭露的美股組合總市值為 US$6.3億，涵蓋 245 個不同之權益投資部位。
Q1 2026 的申報記錄反映 Kesler, Norman & Wride, LLC 的板塊替換策略：機構本季推動了 107 筆增持與 88 筆減持，籌碼呈現明顯的結構重組。
檢視投資組合結構，前 5 大主力部位（包含 KR, AAPL, MSFT）占據了總市值的 11.4%，展現出該機構在 Q1 2026 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 245 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 | KR | Kroger Co | 股票-非循環性消費 | 3.30% | -0.97% | — | |
| 2 | AAPL | Apple Inc | 股票-科技 | 2.99% | +0.20% | -2.92% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.28% | -0.22% | +0.67% | |
| 4 | ADI | Analog Devices Inc | 股票-科技 | 2.08% | +0.19% | +1.66% | |
| 5 | AVGO | Broadcom Inc | 股票-科技 | 1.79% | +0.08% | -2.61% | |
| 6 | COR | Cencora Inc | 股票-醫療保健 | 1.77% | -0.31% | -1.45% | |
| 7 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.76% | -0.25% | -0.80% | |
| 8 | LHX | L3harris Technologies Inc | 股票-工業 | 1.73% | -0.41% | -0.73% | |
| 9 | NVDA | Nvidia CORP | 股票-科技 | 1.68% | -0.03% | -4.37% | |
| 10 | WMT | Walmart Inc | 股票-非循環性消費 | 1.65% | -0.15% | -0.04% | |
| 11 | GD | General Dynamics CORP | 股票-工業 | 1.53% | -0.09% | -0.18% | |
| 12 | PH | Parker Hannifin CORP | 股票-工業 | 1.50% | +0.02% | -0.01% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.50% | +0.09% | -28.25% | |
| 14 | NFLX | Netflix Inc | 股票-通訊服務 | 1.49% | -0.48% | +1.26% | |
| 15 | CB | Chubb Limited | 股票-金融 | 1.48% | -0.06% | +0.06% | |
| 16 | BLK | Blackrock Inc | 股票-金融 | 1.44% | -0.16% | +0.70% | |
| 17 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-其他 | 1.41% | -0.16% | +0.41% | |
| 18 | CSCO | Cisco Systems Inc | 股票-科技 | 1.35% | +0.53% | -0.16% | |
| 19 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.35% | -0.48% | -4.21% | |
| 20 | AMGN | Amgen Inc | 股票-醫療保健 | 1.35% | -0.08% | +0.20% | |
| 21 | ICE | Intercontinental Exchange In | 股票-金融 | 1.34% | -0.42% | -6.71% | |
| 22 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 1.29% | +0.34% | -0.54% | |
| 23 | PSX | Phillips 66 | 股票-能源 | 1.29% | -0.19% | -0.15% | |
| 24 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-其他 | 1.28% | -0.14% | +1.87% | |
| 25 | LMT | Lockheed Martin CORP | 股票-工業 | 1.26% | -0.28% | +0.04% | |
| 26 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.23% | -0.12% | +0.02% | |
| 27 | UNP | Union Pacific CORP | 股票-工業 | 1.16% | +0.03% | +0.28% | |
| 28 | MA | Mastercard Inc - A | 股票-金融 | 1.11% | -0.12% | -0.22% | |
| 29 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 1.10% | -0.13% | +1.27% | |
| 30 | TAX | Cambria Tax Aware ETF | ETF-其他 | 1.08% | +0.07% | -0.96% | |
| 31 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.08% | +0.24% | -3.29% | |
| 32 | XOM | Exxon Mobil CORP | 股票-能源 | 1.02% | -0.27% | -3.30% | |
| 33 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.02% | -0.06% | -3.39% | |
| 34 | APD | Air Products & Chemicals Inc | 股票-原物料 | 1.01% | -0.07% | +0.49% | |
| 35 | SYK | Stryker CORP | 股票-醫療保健 | 1.00% | -0.12% | -0.37% | |
| 36 | JKHY | Jack Henry & Associates Inc | 股票-科技 | 0.99% | -0.19% | +3.53% | |
| 37 | EMR | Emerson Electric Co | 股票-工業 | 0.96% | +0.02% | -0.32% | |
| 38 | TXN | Texas Instruments Inc | 股票-科技 | 0.96% | +0.39% | -3.52% | |
| 39 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.96% | -0.16% | +0.86% | |
| 40 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.87% | -0.05% | +5.94% | |
| 41 | IWLG | Nyli Winslow Lrg Cap Grw ETF | ETF-其他 | 0.85% | +0.06% | +0.67% | |
| 42 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.83% | -0.14% | +1.61% | |
| 43 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.81% | +0.33% | -0.46% | |
| 44 | V | Visa Inc-class A Shares | 股票-金融 | 0.81% | +0.08% | +1.33% | |
| 45 | AMD | Advanced Micro Devices | 股票-科技 | 0.80% | +1.00% | +7.54% | |
| 46 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.79% | -0.58% | +12.15% | |
| 47 | ACN | Accenture plc | 股票-科技 | 0.78% | -0.31% | +0.20% | |
| 48 | SYLD | Cambria Shareholder Yield Et | ETF-其他 | 0.75% | -0.08% | -0.25% | |
| 49 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-其他 | 0.69% | -0.69% | EXIT | |
| 50 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.68% | +0.05% | -6.14% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | KR | Kroger Co | +0.5% | — | 不變 |
| 2 | PSX | Phillips 66 | +0.4% | -0.15% | 減碼 |
| 3 | ADI | Analog Devices Inc | +0.4% | +1.66% | 加碼 |
| 4 | XOM | Exxon Mobil CORP | +0.3% | -3.30% | 減碼 |
| 5 | FTSM | First Trust Enh Short Mat Fd | +0.3% | +105.10% | 加碼 |
| 6 | LMT | Lockheed Martin CORP | +0.3% | +0.04% | 加碼 |
| 7 | LHX | L3harris Technologies Inc | +0.3% | -0.73% | 減碼 |
| 8 | COST | Costco Wholesale CORP | +0.2% | -0.80% | 減碼 |
| 9 | IBDU | Ishares Ibonds Dec 2029 Term | +0.2% | +40.81% | 加碼 |
| 10 | MU | Micron Technology Inc | +0.2% | +57.95% | 加碼 |
| 11 | WMT | Walmart Inc | +0.2% | -0.04% | 減碼 |
| 12 | NEE | Nextera Energy Inc | +0.2% | +0.02% | 加碼 |
| 13 | TPR | Tapestry Inc | +0.2% | +208.40% | 加碼 |
| 14 | APD | Air Products & Chemicals Inc | +0.2% | +0.49% | 加碼 |
| 15 | LRCX | Lam Research CORP | +0.1% | +59.13% | 加碼 |
| 16 | FTI | TechnipFMC plc | +0.1% | -1.94% | 減碼 |
| 17 | AMGN | Amgen Inc | +0.1% | +0.20% | 加碼 |
| 18 | MPC | Marathon Petroleum CORP | +0.1% | +11.11% | 加碼 |
| 19 | KEYS | Keysight Technologies In | +0.1% | -0.20% | 減碼 |
| 20 | FYLD | Cambria Foreign Shareholder | +0.1% | +0.20% | 加碼 |
| 21 | VOO | Vanguard S&p 500 ETF | +0.1% | +33.37% | 加碼 |
| 22 | TXN | Texas Instruments Inc | +0.1% | -3.52% | 減碼 |
| 23 | BKR | Baker Hughes Co | +0.1% | -2.73% | 減碼 |
| 24 | CB | Chubb Limited | +0.1% | +0.06% | 加碼 |
| 25 | SOXX | Ishares Semiconductor ETF | +0.1% | +155.79% | 加碼 |
| 26 | NYT | New York Times Co-a | +0.1% | -2.00% | 減碼 |
| 27 | SYLD | Cambria Shareholder Yield Et | +0.1% | -0.25% | 減碼 |
| 28 | UNP | Union Pacific CORP | +0.1% | +0.28% | 加碼 |
| 29 | NFLX | Netflix Inc | +0.1% | +1.26% | 加碼 |
| 30 | LIN | Linde plc | +0.1% | -0.18% | 減碼 |
| 31 | AM | Antero Midstream CORP | +0.1% | +1.87% | 加碼 |
| 32 | HON | Honeywell International Inc | +0.1% | -0.49% | 減碼 |
| 33 | DVA | Davita Inc | +0.1% | +0.81% | 加碼 |
| 34 | FXN | First Trust Energy Alphadex | +0.1% | +0.37% | 加碼 |
| 35 | KLAC | Kla CORP | 0% | -8.67% | 減碼 |
| 36 | VEA | Vanguard Ftse Developed ETF | 0% | +27.39% | 加碼 |
| 37 | FTNT | Fortinet Inc | 0% | +17.24% | 加碼 |
| 38 | GE | General Electric | 0% | +38.44% | 加碼 |
| 39 | SCHW | Schwab (charles) CORP | 0% | +44.30% | 加碼 |
| 40 | BOXX | Alpha Architect 1-3 Mnth Box | 0% | +18.08% | 加碼 |
| 41 | USFD | US Foods Holding CORP | 0% | -0.55% | 減碼 |
| 42 | EYLD | Cambria Emerg Shrhldr Yield | 0% | +0.88% | 加碼 |
| 43 | SNX | TD Synnex CORP | 0% | +0.72% | 加碼 |
| 44 | O | Realty Income CORP | 0% | +1.01% | 加碼 |
| 45 | IJR | Ishares Core S&p Small-cap E | 0% | +33.69% | 加碼 |
| 46 | PH | Parker Hannifin CORP | 0% | -0.01% | 減碼 |
| 47 | CHD | Church & Dwight Co Inc | 0% | +0.65% | 加碼 |
| 48 | GD | General Dynamics CORP | 0% | -0.18% | 減碼 |
| 49 | PEP | Pepsico Inc | 0% | -0.51% | 減碼 |
| 50 | GWW | Ww Grainger Inc | 0% | +0.30% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Kesler, Norman & Wride, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$6.3億，共申報了 245 個公開持股部位。
在 Q1 2026 季度，Kesler, Norman & Wride, LLC 按市值排列的前三大核心持股分別為：KR (3.3%)、AAPL (3.0%)、MSFT (2.3%)。其中最大持股部位 KR 佔據整體投資組合約 3.3% 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
VPU
市值: US$78.7萬
本季最大獲利了結 / 清倉標的
CMS
前期市值: US$78.6萬
在 Q1 2026 季度中，Kesler, Norman & Wride, LLC 共進行了 195 項持倉異動，包含新建倉 15 個部位、加碼 92 個部位、減碼 82 個部位以及清倉 6 個部位。 其中最大新建倉標的為 VPU。 本季清倉部位包含 CMS。
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。