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: 0001166620
申報總市值
US$12.7億
US$12.7億
256 檔
35.1%
根據最新整理的 13F 季度數據集，KLCM Advisors, Inc. 於 Q1 2026 結束時的管理資產規模為 US$12.7億。該機構在本季度申報了 256 檔美股持倉，呈現出該時期的主要投資地圖。
觀察 Q1 2026 的申報異動，KLCM Advisors, Inc. 採取了強勁的買進策略，建倉與加碼動作（合計 92 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
整體而言，KLCM Advisors, Inc. 的前 5 大持股（包含 NVDA, AAPL, ATI）貢獻了組合市值的 35.1%，形成該機構在 Q1 2026 季度的基本面基石。
僅顯示前 200 大持股（共 256 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 | NVDA | Nvidia CORP | 股票-科技 | 23.22% | -0.25% | +0.95% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 6.08% | +0.22% | +4.58% | |
| 3 | ATI | Ati Inc | 股票-工業 | 3.27% | -0.02% | -17.30% | |
| 4 | BA | Boeing Co/the | 股票-工業 | 2.58% | +0.01% | -2.59% | |
| 5 | MAN | Manpowergroup Inc | 股票-工業 | 2.50% | +0.02% | +68.13% | |
| 6 | C | Citigroup Inc | 股票-金融 | 2.45% | +0.25% | -0.73% | |
| 7 | BLDR | Builders Firstsource Inc | 股票-工業 | 2.37% | +0.05% | +111.15% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.79% | -1.35% | +2.71% | |
| 9 | UPS | United Parcel Service-cl B | 股票-工業 | 1.76% | +0.03% | +9.51% | |
| 10 | QCOM | Qualcomm Inc | 股票-科技 | 1.75% | -0.04% | +1065.78% | |
| 11 | HAL | Halliburton Co | 股票-能源 | 1.67% | -0.86% | -24.54% | |
| 12 | IFF | Intl Flavors & Fragrances | 股票-原物料 | 1.62% | -0.01% | +52.26% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.61% | +0.05% | +0.73% | |
| 14 | WFC | Wells Fargo & Co | 股票-金融 | 1.57% | -0.07% | +5.06% | |
| 15 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 1.54% | -0.21% | -6.17% | |
| 16 | MCS | Marcus Corporation | 股票-其他 | 1.50% | +0.34% | -4.36% | |
| 17 | TFC | Truist Financial CORP | 股票-金融 | 1.37% | -0.04% | +5.96% | |
| 18 | AVGO | Broadcom Inc | 股票-科技 | 1.35% | -1.16% | -30.11% | |
| 19 | GTES | Gates Industrial Corporation plc | 股票-工業 | 1.33% | +0.20% | +4.86% | |
| 20 | BAC | Bank Of America CORP | 股票-金融 | 1.26% | +0.09% | -3.16% | |
| 21 | DOW | Dow Inc | 股票-原物料 | 1.24% | -0.42% | -16.35% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 1.23% | +0.18% | +11.31% | |
| 23 | OLN | Olin CORP | 股票-原物料 | 1.19% | -0.49% | +1.26% | |
| 24 | APA | Apa CORP | 股票-能源 | 1.16% | -0.35% | -54.63% | |
| 25 | GT | Goodyear Tire & Rubber Co | 股票-循環性消費 | 1.13% | -0.27% | -0.32% | |
| 26 | TPL | Texas Pacific Land CORP | 股票-能源 | 1.04% | -0.14% | -11.87% | |
| 27 | MSFT | Microsoft CORP | 股票-科技 | 0.99% | +0.10% | +22.50% | |
| 28 | ZBH | Zimmer Biomet Holdings Inc | 股票-醫療保健 | 0.98% | -0.13% | -2.20% | |
| 29 | CAG | Conagra Brands Inc | 股票-非循環性消費 | 0.97% | -0.90% | -3.45% | |
| 30 | TGT | Target CORP | 股票-循環性消費 | 0.95% | -0.90% | -0.36% | |
| 31 | LPX | Louisiana-pacific CORP | 股票-工業 | 0.92% | +0.10% | +79.51% | |
| 32 | CXT | Crane Nxt Co | 股票-工業 | 0.92% | +0.14% | — | |
| 33 | BBY | Best Buy Co Inc | 股票-循環性消費 | 0.71% | -0.11% | +2.76% | |
| 34 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.65% | +0.63% | +0.07% | |
| 35 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.64% | -0.06% | -1.95% | |
| 36 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.60% | +0.10% | +8.90% | |
| 37 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.54% | -0.04% | +1.23% | |
| 38 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.51% | +0.03% | +1.41% | |
| 39 | XOM | Exxon Mobil CORP | 股票-能源 | 0.50% | -0.13% | +0.44% | |
| 40 | USB | US Bancorp | 股票-金融 | 0.49% | +0.08% | -15.04% | |
| 41 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.48% | +0.04% | +3.91% | |
| 42 | ASLV | Allspring Spcl Large Val ETF | ETF-其他 | 0.48% | -0.01% | +1.71% | |
| 43 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.44% | +0.05% | +2.61% | |
| 44 | CAT | Caterpillar Inc | 股票-工業 | 0.41% | +0.16% | -16.50% | |
| 45 | WEC | Wec Energy Group Inc | 股票-公用事業 | 0.40% | -0.02% | -2.81% | |
| 46 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.40% | +0.04% | +1.53% | |
| 47 | FISV | Fiserv Inc | 股票-其他 | 0.40% | -0.05% | +143.85% | |
| 48 | PFE | Pfizer Inc | 股票-醫療保健 | 0.39% | -0.07% | +0.80% | |
| 49 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.38% | +0.02% | +5.26% | |
| 50 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.38% | -0.11% | -72.86% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | QCOM | Qualcomm Inc | +1.6% | +1065.78% | 加碼 |
| 2 | MAN | Manpowergroup Inc | +1.1% | +68.13% | 加碼 |
| 3 | BLDR | Builders Firstsource Inc | +0.9% | +111.15% | 加碼 |
| 4 | IFF | Intl Flavors & Fragrances | +0.6% | +52.26% | 加碼 |
| 5 | DOW | Dow Inc | +0.4% | -16.35% | 減碼 |
| 6 | OLN | Olin CORP | +0.4% | +1.26% | 加碼 |
| 7 | LPX | Louisiana-pacific CORP | +0.3% | +79.51% | 加碼 |
| 8 | TPL | Texas Pacific Land CORP | +0.3% | -11.87% | 減碼 |
| 9 | FISV | Fiserv Inc | +0.2% | +143.85% | 加碼 |
| 10 | TGT | Target CORP | +0.2% | -0.36% | 減碼 |
| 11 | AVGO | Broadcom Inc | +0.1% | -30.11% | 減碼 |
| 12 | XOM | Exxon Mobil CORP | +0.1% | +0.44% | 加碼 |
| 13 | UPS | United Parcel Service-cl B | +0.1% | +9.51% | 加碼 |
| 14 | GTES | Gates Industrial Corporation plc | +0.1% | +4.86% | 加碼 |
| 15 | AEHR | Aehr Test Systems | +0.1% | — | 不變 |
| 16 | ATI | Ati Inc | +0.1% | -17.30% | 減碼 |
| 17 | LRCX | Lam Research CORP | +0.1% | +10.96% | 加碼 |
| 18 | BMY | Bristol-myers Squibb Co | +0.1% | -6.17% | 減碼 |
| 19 | MCS | Marcus Corporation | +0.1% | -4.36% | 減碼 |
| 20 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +11.31% | 加碼 |
| 21 | CLX | Clorox Company | +0.1% | +43.37% | 加碼 |
| 22 | KEY | Keycorp | +0.1% | +23.12% | 加碼 |
| 23 | HAL | Halliburton Co | 0% | -24.54% | 減碼 |
| 24 | PFE | Pfizer Inc | 0% | +0.80% | 加碼 |
| 25 | GEV | GE Vernova Inc | 0% | +3.14% | 加碼 |
| 26 | JNJ | Johnson & Johnson | 0% | +7.85% | 加碼 |
| 27 | CIEN | Ciena CORP | 0% | — | 不變 |
| 28 | WMT | Walmart Inc | 0% | +0.64% | 加碼 |
| 29 | SBUX | Starbucks CORP | 0% | +103.45% | 加碼 |
| 30 | AEM | Agnico Eagle Mines LTD | 0% | -49.95% | 減碼 |
| 31 | WEC | Wec Energy Group Inc | 0% | -2.81% | 減碼 |
| 32 | IWD | Ishares Russell 1000 Value E | 0% | +3.91% | 加碼 |
| 33 | COST | Costco Wholesale CORP | 0% | +2.42% | 加碼 |
| 34 | NANR | Sta Str Sp S&p Nor An Res-ui | 0% | — | 不變 |
| 35 | POET | Poet Technologies Inc | 0% | — | 不變 |
| 36 | MRK | Merck & Co. Inc. | 0% | -1.46% | 減碼 |
| 37 | SLB | Slb LTD | 0% | — | 不變 |
| 38 | SCHV | Schwab US Large-cap Value | 0% | +30.86% | 加碼 |
| 39 | GLW | Corning Inc | 0% | — | 不變 |
| 40 | KMB | Kimberly-clark CORP | 0% | +9.75% | 加碼 |
| 41 | FAST | Fastenal Co | 0% | — | 不變 |
| 42 | COP | Conocophillips | 0% | — | 不變 |
| 43 | TSM | Taiwan Semiconductor-sp Adr | 0% | +1.29% | 加碼 |
| 44 | T | At&t Inc | 0% | -3.47% | 減碼 |
| 45 | LMT | Lockheed Martin CORP | 0% | +2.52% | 加碼 |
| 46 | MO | Altria Group Inc | 0% | -0.53% | 減碼 |
| 47 | VOO | Vanguard S&p 500 ETF | 0% | +11.80% | 加碼 |
| 48 | CAT | Caterpillar Inc | 0% | -16.50% | 減碼 |
| 49 | KMI | Kinder Morgan, Inc. | 0% | -5.41% | 減碼 |
| 50 | COSO | Coastal South Bancshares Inc | 0% | — | 不變 |
根據 SEC 官方 Form 13F 申報備案，KLCM Advisors, Inc. 在 Q1 2026 季度的美股持倉總市值約為 US$12.7億，共申報了 256 個公開持股部位。
在 Q1 2026 季度，KLCM Advisors, Inc. 按市值排列的前三大核心持股分別為：NVDA (23.2%)、AAPL (6.1%)、ATI (3.3%)。其中最大持股部位 NVDA 佔據整體投資組合約 23.2% 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
CXT
市值: US$1087.4萬
本季最大獲利了結 / 清倉標的
HXL
前期市值: US$1442.4萬
在 Q1 2026 季度中，KLCM Advisors, Inc. 共進行了 160 項持倉異動，包含新建倉 22 個部位、加碼 70 個部位、減碼 55 個部位以及清倉 13 個部位。 其中最大新建倉標的為 CXT。 本季清倉部位包含 HXL。
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。