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: 0000045319
申報總市值
US$35.3億
US$35.3億
220 檔
16.8%
截至 Q1 2026 季度末，Meyer Handelman Co 的美股持倉估值約為 US$35.3億，全數申報部位共有 220 檔。
在 Q1 2026，Meyer Handelman Co 展現出較為審慎的避險與獲利了結姿態。本季共減碼 103 個部位並完全清倉 6 檔持股，調降曝險的部位數量高於加碼動作。
整體而言，Meyer Handelman Co 的前 5 大持股（包含 MSFT, AAPL, WMT）貢獻了組合市值的 16.8%，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 220 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 | MSFT | Microsoft CORP | 股票-科技 | 5.48% | -0.45% | +0.14% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.45% | +0.13% | -0.68% | |
| 3 | WMT | Walmart Inc | 股票-非循環性消費 | 2.88% | -0.56% | -0.66% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.87% | +0.08% | +2.50% | |
| 5 | MCK | Mckesson CORP | 股票-醫療保健 | 2.76% | -0.73% | -2.31% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.72% | +0.30% | -0.13% | |
| 7 | HON | Honeywell International Inc | 股票-工業 | 2.71% | -0.96% | -2.51% | |
| 8 | TT | Trane Technologies plc | 股票-工業 | 2.71% | +0.11% | -7.96% | |
| 9 | IBM | Intl Business Machines CORP | 股票-科技 | 2.67% | +0.19% | +0.27% | |
| 10 | CAT | Caterpillar Inc | 股票-工業 | 2.30% | +0.66% | -9.71% | |
| 11 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.30% | +0.10% | +2.17% | |
| 12 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.29% | -0.20% | -1.01% | |
| 13 | XOM | Exxon Mobil CORP | 股票-能源 | 2.01% | -0.55% | -0.31% | |
| 14 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.94% | -0.41% | +2.93% | |
| 15 | GLW | Corning Inc | 股票-科技 | 1.67% | +1.12% | -0.90% | |
| 16 | MPC | Marathon Petroleum CORP | 股票-能源 | 1.67% | -0.15% | -3.63% | |
| 17 | CSCO | Cisco Systems Inc | 股票-科技 | 1.59% | +0.62% | +3.31% | |
| 18 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 1.45% | -0.32% | -0.35% | |
| 19 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.42% | -0.03% | +0.64% | |
| 20 | GE | General Electric | 股票-工業 | 1.41% | +0.25% | -0.06% | |
| 21 | ALL | Allstate CORP | 股票-金融 | 1.36% | +0.10% | +2.04% | |
| 22 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 1.34% | -0.11% | +1.38% | |
| 23 | CVX | Chevron CORP | 股票-能源 | 1.33% | -0.37% | -1.59% | |
| 24 | AMGN | Amgen Inc | 股票-醫療保健 | 1.27% | -0.13% | -2.91% | |
| 25 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.21% | -0.08% | +4.01% | |
| 26 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.21% | +0.10% | +1.04% | |
| 27 | HD | Home Depot Inc | 股票-循環性消費 | 1.19% | -0.07% | -0.97% | |
| 28 | ETN | Eaton Corporation plc | 股票-工業 | 1.15% | +0.06% | -0.63% | |
| 29 | ITW | Illinois Tool Works | 股票-工業 | 1.12% | -0.07% | -0.39% | |
| 30 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.12% | -0.24% | -0.44% | |
| 31 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.06% | +0.14% | +0.35% | |
| 32 | RTX | Rtx CORP | 股票-工業 | 1.03% | -0.12% | -1.77% | |
| 33 | V | Visa Inc-class A Shares | 股票-金融 | 1.02% | +0.05% | +8.18% | |
| 34 | QCOM | Qualcomm Inc | 股票-科技 | 1.01% | +0.24% | -3.37% | |
| 35 | GEV | GE Vernova Inc | 股票-工業 | 0.99% | +0.21% | -0.51% | |
| 36 | PFE | Pfizer Inc | 股票-醫療保健 | 0.98% | -0.23% | -4.97% | |
| 37 | SYY | Sysco CORP | 股票-非循環性消費 | 0.98% | +0.04% | -0.72% | |
| 38 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.91% | -0.19% | -0.24% | |
| 39 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.87% | -0.06% | -0.15% | |
| 40 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.82% | -0.16% | -1.99% | |
| 41 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.81% | -0.14% | -1.08% | |
| 42 | TXN | Texas Instruments Inc | 股票-科技 | 0.81% | +0.29% | -0.78% | |
| 43 | CME | Cme Group Inc | 股票-金融 | 0.80% | -0.21% | +8.01% | |
| 44 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.78% | +0.13% | -2.54% | |
| 45 | MMM | 3m Co | 股票-工業 | 0.76% | -0.02% | -4.42% | |
| 46 | NEM | Newmont CORP | 股票-原物料 | 0.75% | -0.17% | -2.50% | |
| 47 | NVDA | Nvidia CORP | 股票-科技 | 0.73% | +0.32% | -1.04% | |
| 48 | COP | Conocophillips | 股票-能源 | 0.65% | -0.20% | -4.62% | |
| 49 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.65% | -0.03% | -2.63% | |
| 50 | TEL | TE Connectivity plc | 股票-科技 | 0.62% | -0.08% | -3.03% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GLW | Corning Inc | +0.6% | -0.90% | 減碼 |
| 2 | XOM | Exxon Mobil CORP | +0.6% | -0.31% | 減碼 |
| 3 | MPC | Marathon Petroleum CORP | +0.5% | -3.63% | 減碼 |
| 4 | VZ | Verizon Communications Inc | +0.4% | +2.93% | 加碼 |
| 5 | CVX | Chevron CORP | +0.3% | -1.59% | 減碼 |
| 6 | MSI | Motorola Solutions Inc | +0.3% | +161.69% | 加碼 |
| 7 | HON | Honeywell International Inc | +0.3% | -2.51% | 減碼 |
| 8 | WMT | Walmart Inc | +0.3% | -0.66% | 減碼 |
| 9 | GEV | GE Vernova Inc | +0.2% | -0.51% | 減碼 |
| 10 | CAT | Caterpillar Inc | +0.2% | -9.71% | 減碼 |
| 11 | MRK | Merck & Co. Inc. | +0.2% | +0.64% | 加碼 |
| 12 | GILD | Gilead Sciences Inc | +0.2% | -0.35% | 減碼 |
| 13 | COP | Conocophillips | +0.2% | -4.62% | 減碼 |
| 14 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +23.50% | 加碼 |
| 15 | RGLD | Royal Gold Inc | +0.2% | +40.47% | 加碼 |
| 16 | JNJ | Johnson & Johnson | +0.1% | -0.15% | 減碼 |
| 17 | ETN | Eaton Corporation plc | +0.1% | -0.63% | 減碼 |
| 18 | DELL | Dell Technologies -c | +0.1% | +9.16% | 加碼 |
| 19 | CME | Cme Group Inc | +0.1% | +8.01% | 加碼 |
| 20 | OMC | Omnicom Group | +0.1% | +29.17% | 加碼 |
| 21 | JBL | Jabil Inc | +0.1% | +3.69% | 加碼 |
| 22 | BMY | Bristol-myers Squibb Co | +0.1% | -1.08% | 減碼 |
| 23 | MCK | Mckesson CORP | +0.1% | -2.31% | 減碼 |
| 24 | TXN | Texas Instruments Inc | +0.1% | -0.78% | 減碼 |
| 25 | PEP | Pepsico Inc | +0.1% | -0.44% | 減碼 |
| 26 | ETR | Entergy CORP | +0.1% | -0.17% | 減碼 |
| 27 | KR | Kroger Co | +0.1% | +9.12% | 加碼 |
| 28 | FCX | Freeport-mcmoran Inc | +0.1% | -1.88% | 減碼 |
| 29 | CSCO | Cisco Systems Inc | +0.1% | +3.31% | 加碼 |
| 30 | PSX | Phillips 66 | +0.1% | — | 不變 |
| 31 | AZO | Autozone Inc | +0.1% | +19.77% | 加碼 |
| 32 | PFE | Pfizer Inc | +0.1% | -4.97% | 減碼 |
| 33 | ITW | Illinois Tool Works | +0.1% | -0.39% | 減碼 |
| 34 | AMGN | Amgen Inc | +0.1% | -2.91% | 減碼 |
| 35 | SOLS | Solstice Adv Materials Inc | +0.1% | -15.05% | 減碼 |
| 36 | Q | Qnity Electronics Inc | 0% | — | 不變 |
| 37 | NEM | Newmont CORP | 0% | -2.50% | 減碼 |
| 38 | LMT | Lockheed Martin CORP | 0% | +1.71% | 加碼 |
| 39 | KO | Coca-cola Co/the | 0% | -2.63% | 減碼 |
| 40 | BP | Bp Plc-spons Adr | 0% | -0.41% | 減碼 |
| 41 | PWR | Quanta Services Inc | 0% | -7.36% | 減碼 |
| 42 | CL | Colgate-palmolive Co | 0% | -0.60% | 減碼 |
| 43 | AEP | American Electric Power | 0% | -1.79% | 減碼 |
| 44 | DOW | Dow Inc | 0% | -15.59% | 減碼 |
| 45 | MO | Altria Group Inc | 0% | — | 不變 |
| 46 | RTX | Rtx CORP | 0% | -1.77% | 減碼 |
| 47 | JNJ | Johnson & Johnson | 0% | -1.16% | 減碼 |
| 48 | CTVA | Corteva Inc | 0% | -0.75% | 減碼 |
| 49 | HAL | Halliburton Co | 0% | -0.29% | 減碼 |
| 50 | APD | Air Products & Chemicals Inc | 0% | -5.45% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Meyer Handelman Co 在 Q1 2026 季度的美股持倉總市值約為 US$35.3億，共申報了 220 個公開持股部位。
在 Q1 2026 季度，Meyer Handelman Co 按市值排列的前三大核心持股分別為：MSFT (5.5%)、AAPL (4.5%)、WMT (2.9%)。其中最大持股部位 MSFT 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
PTC
市值: US$691.7萬
本季最大獲利了結 / 清倉標的
CMA
前期市值: US$117.3萬
在 Q1 2026 季度中，Meyer Handelman Co 共進行了 154 項持倉異動，包含新建倉 12 個部位、加碼 33 個部位、減碼 103 個部位以及清倉 6 個部位。 其中最大新建倉標的為 PTC。 本季清倉部位包含 CMA。
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。