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: 0001354821
申報總市值
US$14.9億
US$14.9億
225 檔
16.9%
在 Q1 2026 申報期間，Levin Capital Strategies, L.p.（CIK: 0001354821）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$14.9億，共持有 225 個公開申報部位。
觀察 Q1 2026 的資金脈絡，Levin Capital Strategies, L.p. 在獲利結算 30 檔個股的同時，將資本重新部署至 54 檔新選標的，展現主動管理機構的輪動節奏。
從部位權重觀察，前 5 大標的（包含 JPM, JNJ, MSFT）累計市值佔比達 16.9%，是驅動 Levin Capital Strategies, L.p. 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 225 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 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.96% | -0.10% | +2.91% | |
| 2 | JNJ | Johnson & Johnson | 股票-醫療保健 | 3.84% | -0.33% | +0.07% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.80% | -0.44% | -2.35% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.76% | +0.33% | -0.52% | |
| 5 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 3.74% | +0.25% | -2.06% | |
| 6 | CAT | Caterpillar Inc | 股票-工業 | 3.46% | +1.06% | -14.41% | |
| 7 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 2.52% | +0.70% | +502.48% | |
| 8 | COF | Capital One Financial CORP | 股票-金融 | 2.49% | +0.01% | +3.28% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.42% | +0.19% | -5.22% | |
| 10 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.22% | -0.01% | +14.26% | |
| 11 | UNP | Union Pacific CORP | 股票-工業 | 1.90% | -0.02% | -11.37% | |
| 12 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.89% | -0.38% | +87.11% | |
| 13 | UBS | UBS Group AG | 股票-金融 | 1.88% | +0.20% | -3.86% | |
| 14 | AAPL | Apple Inc | 股票-科技 | 1.81% | +0.02% | +7.19% | |
| 15 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 1.71% | -0.27% | +66.18% | |
| 16 | EXE | Expand Energy CORP | 股票-能源 | 1.63% | -0.13% | -9.36% | |
| 17 | BWXT | Bwx Technologies Inc | 股票-工業 | 1.53% | -0.26% | -2.98% | |
| 18 | CDZI | Cadiz Inc | 股票-其他 | 1.42% | -0.16% | +4.09% | |
| 19 | TECK | Teck Resources Ltd-cls B | 股票-原物料 | 1.36% | -0.68% | +28.64% | |
| 20 | AXS | AXIS Capital Holdings Limited | 股票-金融 | 1.34% | -0.15% | -30.41% | |
| 21 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.28% | -0.07% | -1.70% | |
| 22 | PCG | P G & E CORP | 股票-公用事業 | 1.27% | -0.86% | +1.47% | |
| 23 | HZO | Marinemax Inc | 股票-其他 | 1.24% | -0.19% | -13.10% | |
| 24 | WMT | Walmart Inc | 股票-非循環性消費 | 1.23% | -0.11% | -5.07% | |
| 25 | NTRS | Northern Trust CORP | 股票-金融 | 1.23% | +0.11% | -1.52% | |
| 26 | CSCO | Cisco Systems Inc | 股票-科技 | 1.17% | -0.14% | — | |
| 27 | RRX | Regal Rexnord CORP | 股票-工業 | 1.16% | +0.06% | — | |
| 28 | KKR | Kkr & Co Inc | 股票-金融 | 1.16% | -0.15% | +0.18% | |
| 29 | GLD | Spdr Gold Shares | ETF-避險與商品 | 1.11% | -0.27% | -17.25% | |
| 30 | BAC | Bank Of America CORP | 股票-金融 | 1.10% | +0.06% | — | |
| 31 | AIG | American International Group | 股票-金融 | 1.07% | -0.30% | +61.59% | |
| 32 | UNF | Unifirst Corp/ma | 股票-其他 | 1.07% | -0.47% | +119.13% | |
| 33 | VTRS | Viatris Inc | 股票-醫療保健 | 1.06% | -0.16% | — | |
| 34 | C | Citigroup Inc | 股票-金融 | 1.04% | -0.35% | -22.32% | |
| 35 | DE | Deere & Co | 股票-工業 | 0.96% | -0.01% | +0.48% | |
| 36 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.93% | +0.15% | — | |
| 37 | BA | Boeing Co/the | 股票-工業 | 0.93% | -0.12% | -0.01% | |
| 38 | NVT | nVent Electric plc | 股票-工業 | 0.91% | -0.26% | — | |
| 39 | SLG | Sl Green Realty CORP | 股票-房地產 | 0.89% | -0.53% | +305.91% | |
| 40 | L | Loews CORP | 股票-金融 | 0.86% | -0.05% | -0.59% | |
| 41 | OI | O-i Glass Inc | 股票-其他 | 0.84% | +0.45% | -38.77% | |
| 42 | GLNG | Golar LNG Limited | 股票-能源 | 0.83% | -0.13% | -61.03% | |
| 43 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.81% | -0.12% | -0.32% | |
| 44 | CVX | Chevron CORP | 股票-能源 | 0.81% | -0.28% | — | |
| 45 | BSX | Boston Scientific CORP | 股票-醫療保健 | 0.76% | -0.32% | — | |
| 46 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.73% | -0.18% | +2629.40% | |
| 47 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.69% | -0.23% | — | |
| 48 | WAT | Waters CORP | 股票-醫療保健 | 0.67% | — | — | |
| 49 | UL | Unilever Plc-sponsored Adr | 股票-非循環性消費 | 0.65% | -0.06% | +0.63% | |
| 50 | GM | General Motors Co | 股票-循環性消費 | 0.62% | -0.06% | -45.78% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | KMB | Kimberly-clark CORP | +2% | +502.48% | 加碼 |
| 2 | VZ | Verizon Communications Inc | +1% | +87.11% | 加碼 |
| 3 | LOW | Lowe's Cos Inc | +0.7% | +2629.40% | 加碼 |
| 4 | UNF | Unifirst Corp/ma | +0.7% | +119.13% | 加碼 |
| 5 | SLG | Sl Green Realty CORP | +0.6% | +305.91% | 加碼 |
| 6 | GS | Goldman Sachs Group Inc | +0.5% | +912.63% | 加碼 |
| 7 | WHR | Whirlpool CORP | +0.4% | +2124.04% | 加碼 |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | +0.4% | +308.99% | 加碼 |
| 9 | BX | Blackstone Inc | +0.4% | +3028.99% | 加碼 |
| 10 | HON | Honeywell International Inc | +0.3% | +588.37% | 加碼 |
| 11 | BDX | Becton Dickinson And Co | +0.3% | +66.18% | 加碼 |
| 12 | TECK | Teck Resources Ltd-cls B | +0.2% | +28.64% | 加碼 |
| 13 | META | Meta Platforms Inc-class A | +0.2% | +569.61% | 加碼 |
| 14 | AIG | American International Group | +0.2% | +61.59% | 加碼 |
| 15 | KVUE | Kenvue Inc | +0.2% | +245.40% | 加碼 |
| 16 | JNJ | Johnson & Johnson | +0.1% | +0.07% | 加碼 |
| 17 | VNO | Vornado Realty Trust | +0.1% | +281.43% | 加碼 |
| 18 | DGX | Quest Diagnostics Inc | +0.1% | +372.22% | 加碼 |
| 19 | XOM | Exxon Mobil CORP | +0.1% | -6.07% | 減碼 |
| 20 | DE | Deere & Co | +0.1% | +0.48% | 加碼 |
| 21 | ALK | Alaska Air Group Inc | +0.1% | +94.87% | 加碼 |
| 22 | CRC | California Resources CORP | +0.1% | -6.03% | 減碼 |
| 23 | QXO | Qxo Inc | 0% | +99.68% | 加碼 |
| 24 | PRMB | Primo Brands CORP | 0% | +32.17% | 加碼 |
| 25 | BWXT | Bwx Technologies Inc | 0% | -2.98% | 減碼 |
| 26 | KHC | Kraft Heinz Co/the | 0% | +27.95% | 加碼 |
| 27 | FDX | Fedex CORP | 0% | -0.24% | 減碼 |
| 28 | CNNE | Cannae Holdings Inc | 0% | +61.17% | 加碼 |
| 29 | APD | Air Products & Chemicals Inc | 0% | -2.23% | 減碼 |
| 30 | BLDR | Builders Firstsource Inc | 0% | +66.67% | 加碼 |
| 31 | COP | Conocophillips | 0% | — | 不變 |
| 32 | GIL | Gildan Activewear Inc | 0% | +62.50% | 加碼 |
| 33 | TRC | Tejon Ranch Co | — | -3.93% | 減碼 |
| 34 | MUSA | Murphy USA Inc | — | — | 不變 |
| 35 | COST | Costco Wholesale CORP | — | — | 不變 |
| 36 | WAB | Wabtec CORP | — | — | 不變 |
| 37 | VRT | Vertiv Holdings Co-a | — | -25.76% | 減碼 |
| 38 | MUR | Murphy Oil CORP | — | — | 不變 |
| 39 | AURA | Aura Biosciences Inc | 0% | -9.09% | 減碼 |
| 40 | ETN | Eaton Corporation plc | 0% | +0.59% | 加碼 |
| 41 | IFN | Aberdeen India Fund Inc | 0% | -50.00% | 減碼 |
| 42 | RKT | Rocket Cos Inc-class A | 0% | -9.80% | 減碼 |
| 43 | ARMK | Aramark | 0% | -26.78% | 減碼 |
| 44 | FIS | Fidelity National Info Serv | 0% | — | 不變 |
| 45 | PSLV | Sprott Physical Silver Trust | 0% | -23.71% | 減碼 |
| 46 | MA | Mastercard Inc - A | 0% | — | 不變 |
| 47 | MGM | Mgm Resorts International | 0% | +6.04% | 加碼 |
| 48 | RGTI | Rigetti Computing Inc | 0% | -28.57% | 減碼 |
| 49 | ✓ | 0% | -66.67% | 減碼 | |
| 50 | ✓ | Alpha Tau Medical LTD | 0% | -41.60% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Levin Capital Strategies, L.p. 在 Q1 2026 季度的美股持倉總市值約為 US$14.9億，共申報了 225 個公開持股部位。
在 Q1 2026 季度，Levin Capital Strategies, L.p. 按市值排列的前三大核心持股分別為：JPM (4.0%)、JNJ (3.8%)、MSFT (3.8%)。其中最大持股部位 JPM 佔據整體投資組合約 4.0% 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
CSCO
市值: US$1538.4萬
本季最大獲利了結 / 清倉標的
SEM
前期市值: US$240.6萬
在 Q1 2026 季度中，Levin Capital Strategies, L.p. 共進行了 190 項持倉異動，包含新建倉 54 個部位、加碼 42 個部位、減碼 64 個部位以及清倉 30 個部位。 其中最大新建倉標的為 CSCO。 本季清倉部位包含 SEM。
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。