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: 0001966011
申報總市值
US$2.6億
US$2.6億
98 檔
15.4%
Q1 2026 季度申報顯示，Massachusetts Wealth Management 揭露的美股組合總市值為 US$2.6億，涵蓋 98 個不同之權益投資部位。
在 Q1 2026，Massachusetts Wealth Management 操作展現出積極擴展與加碼意向。本季共新建倉 7 個新部位，並對 57 個既有持股進行加碼（合計增持 64 檔），相較減碼與清倉部位顯著佔優。
檢視投資組合結構，前 5 大主力部位（包含 JPST, XLK, XOM）占據了總市值的 15.4%，展現出該機構在 Q1 2026 的重點資金聚焦與風險分佈特徵。
| # | 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 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 5.53% | -0.18% | +16.71% | |
| 2 | XLK | Ss Technology Select Sector | ETF-科技型 | 3.39% | +0.93% | -30.37% | |
| 3 | XOM | Exxon Mobil CORP | 股票-能源 | 3.28% | -0.97% | +23.56% | |
| 4 | XLI | Ss Industrial Select Sector | ETF-其他 | 2.70% | +0.06% | +1.09% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.61% | -0.07% | +2.53% | |
| 6 | CVX | Chevron CORP | 股票-能源 | 2.55% | -0.76% | +41.03% | |
| 7 | C | Citigroup Inc | 股票-金融 | 2.53% | +0.20% | +0.51% | |
| 8 | COP | Conocophillips | 股票-能源 | 2.48% | -0.78% | +49.44% | |
| 9 | AAPL | Apple Inc | 股票-科技 | 2.37% | -0.01% | -0.36% | |
| 10 | GEV | GE Vernova Inc | 股票-工業 | 2.30% | +0.44% | +0.40% | |
| 11 | XLF | Ss Financial Select Sector | ETF-其他 | 2.23% | -0.06% | +0.26% | |
| 12 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 2.17% | -0.27% | -2.10% | |
| 13 | XLE | Ss Energy Select Sector | ETF-其他 | 2.04% | -0.45% | +8.68% | |
| 14 | SLB | Slb LTD | 股票-能源 | 2.00% | -0.41% | +84.96% | |
| 15 | CAT | Caterpillar Inc | 股票-工業 | 1.89% | +0.60% | -3.30% | |
| 16 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.88% | -0.15% | +0.97% | |
| 17 | GE | General Electric | 股票-工業 | 1.81% | +0.30% | -0.34% | |
| 18 | WMT | Walmart Inc | 股票-非循環性消費 | 1.66% | -0.33% | +0.99% | |
| 19 | BAC | Bank Of America CORP | 股票-金融 | 1.60% | +0.05% | +0.51% | |
| 20 | MSFT | Microsoft CORP | 股票-科技 | 1.56% | -0.17% | +1.19% | |
| 21 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.52% | -0.02% | +2.67% | |
| 22 | NVDA | Nvidia CORP | 股票-科技 | 1.44% | +0.02% | -3.97% | |
| 23 | GLW | Corning Inc | 股票-科技 | 1.38% | +0.90% | +0.86% | |
| 24 | FCX | Freeport-mcmoran Inc | 股票-原物料 | 1.35% | -0.09% | +778.93% | |
| 25 | PFE | Pfizer Inc | 股票-醫療保健 | 1.34% | -0.32% | +2.18% | |
| 26 | DE | Deere & Co | 股票-工業 | 1.24% | — | -0.30% | |
| 27 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.23% | -0.07% | +2.61% | |
| 28 | MU | Micron Technology Inc | 股票-科技 | 1.20% | +2.33% | -5.40% | |
| 29 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.20% | +0.17% | +1.69% | |
| 30 | STT | State Street CORP | 股票-金融 | 1.19% | +0.20% | +0.35% | |
| 31 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.18% | -0.06% | +0.35% | |
| 32 | WFC | Wells Fargo & Co | 股票-金融 | 1.14% | -0.10% | — | |
| 33 | CMI | Cummins Inc | 股票-工業 | 1.13% | +0.19% | -1.52% | |
| 34 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.13% | -0.22% | +1.36% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.13% | +0.13% | -6.23% | |
| 36 | EMR | Emerson Electric Co | 股票-工業 | 1.12% | -0.04% | -0.49% | |
| 37 | TT | Trane Technologies plc | 股票-工業 | 1.09% | +0.02% | -0.41% | |
| 38 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 1.09% | -0.09% | +6.34% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.08% | -0.09% | +0.78% | |
| 40 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.02% | +0.12% | +1.30% | |
| 41 | MMM | 3m Co | 股票-工業 | 0.97% | -0.02% | +1.02% | |
| 42 | AMGN | Amgen Inc | 股票-醫療保健 | 0.96% | -0.08% | +0.88% | |
| 43 | IR | Ingersoll-rand Inc | 股票-工業 | 0.96% | -0.10% | +0.20% | |
| 44 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.94% | -0.21% | +1.66% | |
| 45 | BSV | Vanguard Short-term Bond ETF | ETF-其他 | 0.94% | -0.13% | -1.82% | |
| 46 | ITW | Illinois Tool Works | 股票-工業 | 0.90% | -0.08% | -0.38% | |
| 47 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.88% | +0.01% | -1.22% | |
| 48 | KTB | Kontoor Brands Inc | 股票-循環性消費 | 0.88% | +0.04% | +1.05% | |
| 49 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.84% | +0.02% | +1.81% | |
| 50 | HD | Home Depot Inc | 股票-循環性消費 | 0.78% | -0.05% | +0.64% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +1.3% | +23.56% | 加碼 |
| 2 | COP | Conocophillips | +1.2% | +49.44% | 加碼 |
| 3 | FCX | Freeport-mcmoran Inc | +1.2% | +778.93% | 加碼 |
| 4 | SLB | Slb LTD | +1.1% | +84.96% | 加碼 |
| 5 | CVX | Chevron CORP | +1.1% | +41.03% | 加碼 |
| 6 | XLE | Ss Energy Select Sector | +0.6% | +8.68% | 加碼 |
| 7 | GEV | GE Vernova Inc | +0.5% | +0.40% | 加碼 |
| 8 | JPST | Jpmorgan Ultra-short Income | +0.4% | +16.71% | 加碼 |
| 9 | GLW | Corning Inc | +0.4% | +0.86% | 加碼 |
| 10 | CAT | Caterpillar Inc | +0.2% | -3.30% | 減碼 |
| 11 | BKR | Baker Hughes Co | +0.2% | +5.64% | 加碼 |
| 12 | JNJ | Johnson & Johnson | +0.2% | +0.97% | 加碼 |
| 13 | HAL | Halliburton Co | +0.2% | +5.06% | 加碼 |
| 14 | DE | Deere & Co | +0.1% | -0.30% | 減碼 |
| 15 | XLB | Ss Materials Select Sector | +0.1% | +82.20% | 加碼 |
| 16 | MRK | Merck & Co. Inc. | +0.1% | +2.61% | 加碼 |
| 17 | COST | Costco Wholesale CORP | +0.1% | +1.36% | 加碼 |
| 18 | PFE | Pfizer Inc | +0.1% | +2.18% | 加碼 |
| 19 | WMT | Walmart Inc | +0.1% | +0.99% | 加碼 |
| 20 | KTB | Kontoor Brands Inc | +0.1% | +1.05% | 加碼 |
| 21 | XLP | Ss Consumer Staples Sel Sect | +0.1% | +6.34% | 加碼 |
| 22 | CSX | Csx CORP | +0.1% | +2.23% | 加碼 |
| 23 | MU | Micron Technology Inc | 0% | -5.40% | 減碼 |
| 24 | HSY | Hershey Co/the | 0% | — | 不變 |
| 25 | FDX | Fedex CORP | 0% | — | 不變 |
| 26 | KO | Coca-cola Co/the | 0% | +0.35% | 加碼 |
| 27 | PEP | Pepsico Inc | 0% | +1.66% | 加碼 |
| 28 | CL | Colgate-palmolive Co | 0% | +2.52% | 加碼 |
| 29 | CW | Curtiss-wright CORP | 0% | — | 不變 |
| 30 | AMGN | Amgen Inc | 0% | +0.88% | 加碼 |
| 31 | SWX | Southwest Gas Holdings Inc | 0% | +1.60% | 加碼 |
| 32 | GS | Goldman Sachs Group Inc | 0% | +16.00% | 加碼 |
| 33 | MS | Morgan Stanley | 0% | +18.84% | 加碼 |
| 34 | UNP | Union Pacific CORP | — | +2.23% | 加碼 |
| 35 | CARR | Carrier Global CORP | — | +1.00% | 加碼 |
| 36 | RSP | Invesco S&p 500 Equal Weight | — | +6.36% | 加碼 |
| 37 | BIIB | Biogen Inc | — | +6.04% | 加碼 |
| 38 | TT | Trane Technologies plc | 0% | -0.41% | 減碼 |
| 39 | ITW | Illinois Tool Works | 0% | -0.38% | 減碼 |
| 40 | IBB | Ishares Biotechnology ETF | 0% | +5.18% | 加碼 |
| 41 | ALLE | Allegion plc | 0% | — | 不變 |
| 42 | PEG | Public Service Enterprise Gp | 0% | +3.81% | 加碼 |
| 43 | TD | Toronto-dominion Bank | 0% | — | 不變 |
| 44 | VRTX | Vertex Pharmaceuticals Inc | 0% | -12.19% | 減碼 |
| 45 | PG | Procter & Gamble Co/the | 0% | +1.95% | 加碼 |
| 46 | AVGO | Broadcom Inc | 0% | — | 不變 |
| 47 | V | Visa Inc-class A Shares | 0% | — | 不變 |
| 48 | RTX | Rtx CORP | 0% | -3.04% | 減碼 |
| 49 | SHW | Sherwin-williams Co/the | 0% | +2.24% | 加碼 |
| 50 | CMI | Cummins Inc | 0% | -1.52% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Massachusetts Wealth Management 在 Q1 2026 季度的美股持倉總市值約為 US$2.6億，共申報了 98 個公開持股部位。
在 Q1 2026 季度，Massachusetts Wealth Management 按市值排列的前三大核心持股分別為：JPST (5.5%)、XLK (3.4%)、XOM (3.3%)。其中最大持股部位 JPST 佔據整體投資組合約 5.5% 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
XOP
市值: US$64.2萬
本季最大獲利了結 / 清倉標的
IGV
前期市值: US$268.7萬
在 Q1 2026 季度中，Massachusetts Wealth Management 共進行了 89 項持倉異動，包含新建倉 7 個部位、加碼 57 個部位、減碼 23 個部位以及清倉 2 個部位。 其中最大新建倉標的為 XOP。 本季清倉部位包含 IGV。
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。