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: 0001821336
申報總市值
US$2.8億
US$2.8億
232 檔
25.2%
Q1 2026 季度申報顯示，Mechanics Financial Corp 揭露的美股組合總市值為 US$2.8億，涵蓋 232 個不同之權益投資部位。
在 Q1 2026，Mechanics Financial Corp 展現出較為審慎的避險與獲利了結姿態。本季共減碼 67 個部位並完全清倉 10 檔持股，調降曝險的部位數量高於加碼動作。
整體而言，Mechanics Financial Corp 的前 5 大持股（包含 GRC, IJH, AAPL）貢獻了組合市值的 25.2%，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 232 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 | GRC | Gorman-rupp Co | 股票-其他 | 7.62% | +1.99% | — | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 6.49% | -0.54% | -5.31% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 6.05% | -0.18% | -1.61% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 4.67% | +0.04% | +7.01% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 4.65% | -0.45% | -1.42% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 4.01% | +0.18% | -0.39% | |
| 7 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 3.16% | -0.34% | +9.04% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.92% | -0.10% | +1.23% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 2.62% | +0.25% | +7.33% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 2.61% | -0.31% | +0.15% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.41% | +0.17% | -0.96% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 2.16% | +0.02% | -2.06% | |
| 13 | BND | Vanguard Total Bond Market | ETF-其他 | 2.06% | -0.07% | +18.14% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 2.02% | -0.09% | -5.80% | |
| 15 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.45% | — | -2.88% | |
| 16 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.45% | -0.13% | -2.06% | |
| 17 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 1.25% | -0.04% | +20.74% | |
| 18 | GD | General Dynamics CORP | 股票-工業 | 1.22% | -0.13% | -0.14% | |
| 19 | SPSB | Ss Spdr P St C CORP ETF | ETF-其他 | 1.16% | +0.04% | +28.07% | |
| 20 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.03% | -0.11% | -1.47% | |
| 21 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.02% | +0.13% | +0.80% | |
| 22 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.00% | +0.03% | -1.29% | |
| 23 | HUBB | Hubbell Inc | 股票-工業 | 0.97% | -0.13% | -2.68% | |
| 24 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.95% | — | -2.37% | |
| 25 | CVX | Chevron CORP | 股票-能源 | 0.88% | -0.26% | -11.32% | |
| 26 | AVGO | Broadcom Inc | 股票-科技 | 0.88% | +0.09% | +9.67% | |
| 27 | CAT | Caterpillar Inc | 股票-工業 | 0.86% | +0.27% | — | |
| 28 | V | Visa Inc-class A Shares | 股票-金融 | 0.83% | -0.03% | -5.69% | |
| 29 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.79% | -0.18% | -5.48% | |
| 30 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.77% | +0.01% | -0.41% | |
| 31 | BLK | Blackrock Inc | 股票-金融 | 0.75% | -0.09% | -2.32% | |
| 32 | CSCO | Cisco Systems Inc | 股票-科技 | 0.74% | +0.24% | -0.43% | |
| 33 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.73% | -0.13% | +0.83% | |
| 34 | ORCL | Oracle CORP | 股票-科技 | 0.72% | -0.10% | +0.51% | |
| 35 | TSLA | Tesla Inc | 股票-循環性消費 | 0.72% | -0.02% | -4.07% | |
| 36 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.68% | -0.08% | +1.14% | |
| 37 | RTX | Rtx CORP | 股票-工業 | 0.67% | -0.10% | -9.70% | |
| 38 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.66% | -0.04% | -3.44% | |
| 39 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.65% | -0.15% | -3.57% | |
| 40 | AMGN | Amgen Inc | 股票-醫療保健 | 0.65% | -0.08% | -4.36% | |
| 41 | IBM | Intl Business Machines CORP | 股票-科技 | 0.60% | +0.02% | +1.50% | |
| 42 | DE | Deere & Co | 股票-工業 | 0.56% | -0.06% | -1.85% | |
| 43 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.53% | -0.03% | +1.80% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.52% | -0.04% | +1.28% | |
| 45 | MAR | Marriott International -cl A | 股票-循環性消費 | 0.50% | -0.02% | -10.03% | |
| 46 | CDNS | Cadence Design Sys Inc | 股票-科技 | 0.47% | +0.08% | -8.44% | |
| 47 | CMI | Cummins Inc | 股票-工業 | 0.47% | +0.07% | -3.59% | |
| 48 | PNC | Pnc Financial Services Group | 股票-金融 | 0.46% | +0.02% | +3.08% | |
| 49 | EMR | Emerson Electric Co | 股票-工業 | 0.46% | -0.02% | -0.30% | |
| 50 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.45% | -0.06% | +3.03% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | +0.9% | +7.01% | 加碼 |
| 2 | VGSH | Vanguard Short-term Treasury | +0.6% | +9.04% | 加碼 |
| 3 | IJH | Ishares Core S&p Midcap ETF | +0.6% | -5.31% | 減碼 |
| 4 | IEMG | Ishares Core Msci Emerging | +0.5% | +7.33% | 加碼 |
| 5 | EFA | Ishares Msci Eafe ETF | +0.5% | -1.42% | 減碼 |
| 6 | BND | Vanguard Total Bond Market | +0.5% | +18.14% | 加碼 |
| 7 | SPSB | Ss Spdr P St C CORP ETF | +0.4% | +28.07% | 加碼 |
| 8 | JNJ | Johnson & Johnson | +0.4% | -2.06% | 減碼 |
| 9 | VGIT | Vanguard Intermediate-term T | +0.3% | +20.74% | 加碼 |
| 10 | IVV | Ishares Core S&p 500 ETF | +0.3% | -0.39% | 減碼 |
| 11 | XOM | Exxon Mobil CORP | +0.3% | +503.47% | 加碼 |
| 12 | CAT | Caterpillar Inc | +0.3% | — | 不變 |
| 13 | AAPL | Apple Inc | +0.2% | -1.61% | 減碼 |
| 14 | CVX | Chevron CORP | +0.2% | -11.32% | 減碼 |
| 15 | ETN | Eaton Corporation plc | +0.2% | +42.84% | 加碼 |
| 16 | IJR | Ishares Core S&p Small-cap E | +0.2% | -5.80% | 減碼 |
| 17 | NEE | Nextera Energy Inc | +0.2% | +0.83% | 加碼 |
| 18 | HUBB | Hubbell Inc | +0.2% | -2.68% | 減碼 |
| 19 | NFLX | Netflix Inc | +0.2% | +94.74% | 加碼 |
| 20 | GD | General Dynamics CORP | +0.2% | -0.14% | 減碼 |
| 21 | JPM | Jpmorgan Chase & Co | +0.1% | +1.23% | 加碼 |
| 22 | DE | Deere & Co | +0.1% | -1.85% | 減碼 |
| 23 | MRK | Merck & Co. Inc. | +0.1% | +1.80% | 加碼 |
| 24 | LMT | Lockheed Martin CORP | +0.1% | — | 不變 |
| 25 | PG | Procter & Gamble Co/the | +0.1% | -1.47% | 減碼 |
| 26 | AMD | Advanced Micro Devices | +0.1% | +112.51% | 加碼 |
| 27 | PEP | Pepsico Inc | +0.1% | -5.48% | 減碼 |
| 28 | TSCO | Tractor Supply Company | +0.1% | +91.77% | 加碼 |
| 29 | AMGN | Amgen Inc | +0.1% | -4.36% | 減碼 |
| 30 | IWM | Ishares Russell 2000 ETF | +0.1% | -2.37% | 減碼 |
| 31 | NVDA | Nvidia CORP | +0.1% | -2.06% | 減碼 |
| 32 | PLTR | Palantir Technologies Inc-a | +0.1% | +71.71% | 加碼 |
| 33 | APD | Air Products & Chemicals Inc | +0.1% | -1.35% | 減碼 |
| 34 | AVGO | Broadcom Inc | +0.1% | +9.67% | 加碼 |
| 35 | CSCO | Cisco Systems Inc | +0.1% | -0.43% | 減碼 |
| 36 | PREF | Pri Spe Pre Sec Acti-usd Inc | +0.1% | +19.66% | 加碼 |
| 37 | DUK | Duke Energy CORP | +0.1% | +1.07% | 加碼 |
| 38 | WMT | Walmart Inc | +0.1% | -3.91% | 減碼 |
| 39 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.96% | 減碼 |
| 40 | MRVL | Marvell Technology Inc | +0.1% | +8.05% | 加碼 |
| 41 | HON | Honeywell International Inc | +0.1% | — | 不變 |
| 42 | SO | Southern Co/the | +0.1% | — | 不變 |
| 43 | PNC | Pnc Financial Services Group | +0.1% | +3.08% | 加碼 |
| 44 | CMI | Cummins Inc | +0.1% | -3.59% | 減碼 |
| 45 | ABBV | Abbvie Inc | +0.1% | -0.41% | 減碼 |
| 46 | PSA | Public Storage | +0.1% | +3.53% | 加碼 |
| 47 | VWO | Vanguard Ftse Emerging Marke | +0.1% | -3.44% | 減碼 |
| 48 | PLD | Prologis Inc | +0.1% | +1.25% | 加碼 |
| 49 | MCD | Mcdonald's CORP | +0.1% | -3.57% | 減碼 |
| 50 | RTX | Rtx CORP | +0.1% | -9.70% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Mechanics Financial Corp 在 Q1 2026 季度的美股持倉總市值約為 US$2.8億，共申報了 232 個公開持股部位。
在 Q1 2026 季度，Mechanics Financial Corp 按市值排列的前三大核心持股分別為：GRC (7.6%)、IJH (6.5%)、AAPL (6.0%)。其中最大持股部位 GRC 佔據整體投資組合約 7.6% 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
SMMD
市值: US$87.0萬
本季最大獲利了結 / 清倉標的
IWR
前期市值: US$10.8萬
在 Q1 2026 季度中，Mechanics Financial Corp 共進行了 122 項持倉異動，包含新建倉 8 個部位、加碼 37 個部位、減碼 67 個部位以及清倉 10 個部位。 其中最大新建倉標的為 SMMD。 本季清倉部位包含 IWR。
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。