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: 0000938759
申報總市值
US$4.4億
US$4.4億
130 檔
18.3%
根據最新整理的 13F 季度數據集，Monarch Capital Management Inc 於 Q2 2026 結束時的管理資產規模為 US$4.4億。該機構在本季度申報了 130 檔美股持倉，呈現出該時期的主要投資地圖。
Monarch Capital Management Inc 在 Q2 2026 進行了結構性的板塊輪動與部位換股。在開立 5 個全新部位及加碼 55 檔持股的同時，亦同步清倉 2 檔並減碼 55 檔標的。
整體而言，Monarch Capital Management Inc 的前 5 大持股（包含 MSFT, AAPL, MRK）貢獻了組合市值的 18.3%，形成該機構在 Q2 2026 季度的基本面基石。
| # | 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 | 4.14% | +1.52% | +0.79% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.87% | +0.45% | -2.35% | |
| 3 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 3.53% | +0.37% | -1.03% | |
| 4 | CSCO | Cisco Systems Inc | 股票-科技 | 3.45% | -0.35% | -4.41% | |
| 5 | JNJ | Johnson & Johnson | 股票-醫療保健 | 3.36% | +0.09% | -1.24% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.01% | -0.10% | -1.24% | |
| 7 | WMT | Walmart Inc | 股票-非循環性消費 | 2.97% | -0.25% | -2.81% | |
| 8 | ABBV | Abbvie Inc | 股票-醫療保健 | 2.83% | +0.07% | +0.56% | |
| 9 | HD | Home Depot Inc | 股票-循環性消費 | 2.65% | -0.51% | -0.87% | |
| 10 | PWR | Quanta Services Inc | 股票-工業 | 2.57% | -0.33% | -10.68% | |
| 11 | MCD | Mcdonald's CORP | 股票-循環性消費 | 2.33% | -0.32% | -0.66% | |
| 12 | INTC | Intel CORP | 股票-科技 | 2.31% | -0.37% | -16.61% | |
| 13 | FELE | Franklin Electric Co Inc | 股票-工業 | 2.28% | -0.28% | -2.06% | |
| 14 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 2.18% | -0.13% | -24.31% | |
| 15 | LKFN | Lakeland Financial CORP | 股票-其他 | 2.08% | -0.15% | -0.76% | |
| 16 | KR | Kroger Co | 股票-非循環性消費 | 1.96% | +0.16% | +3.43% | |
| 17 | ADP | Automatic Data Processing | 股票-科技 | 1.91% | +0.29% | +0.06% | |
| 18 | EMR | Emerson Electric Co | 股票-工業 | 1.85% | +0.11% | -0.39% | |
| 19 | USB | US Bancorp | 股票-金融 | 1.72% | -0.08% | -0.64% | |
| 20 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.68% | +0.02% | -1.67% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.55% | -0.02% | +0.71% | |
| 22 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.53% | -0.02% | -0.88% | |
| 23 | AFL | Aflac Inc | 股票-金融 | 1.45% | -0.09% | -1.49% | |
| 24 | XOM | Exxon Mobil CORP | 股票-能源 | 1.42% | -1.42% | EXIT | |
| 25 | STLD | Steel Dynamics Inc | 股票-原物料 | 1.40% | -0.09% | -8.95% | |
| 26 | FFIV | F5 Inc | 股票-科技 | 1.34% | — | -2.87% | |
| 27 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.23% | -0.06% | -3.36% | |
| 28 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 1.18% | +0.21% | +1.44% | |
| 29 | MMM | 3m Co | 股票-工業 | 1.16% | — | +0.41% | |
| 30 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.16% | +0.09% | +2.85% | |
| 31 | CINF | Cincinnati Financial CORP | 股票-金融 | 1.15% | -0.17% | -0.52% | |
| 32 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.14% | -0.13% | -1.15% | |
| 33 | SYK | Stryker CORP | 股票-醫療保健 | 1.11% | -0.11% | +9.27% | |
| 34 | MDT | Medtronic plc | 股票-醫療保健 | 1.09% | +0.09% | +0.61% | |
| 35 | SYY | Sysco CORP | 股票-非循環性消費 | 1.05% | -0.09% | +0.29% | |
| 36 | GPC | Genuine Parts Co | 股票-循環性消費 | 1.03% | +0.04% | +3.19% | |
| 37 | APD | Air Products & Chemicals Inc | 股票-原物料 | 0.92% | -0.08% | +0.27% | |
| 38 | CARR | Carrier Global CORP | 股票-工業 | 0.79% | -0.15% | +0.20% | |
| 39 | UPS | United Parcel Service-cl B | 股票-工業 | 0.79% | -0.13% | +1.84% | |
| 40 | FLS | Flowserve CORP | 股票-工業 | 0.78% | -0.02% | -0.43% | |
| 41 | ZBH | Zimmer Biomet Holdings Inc | 股票-醫療保健 | 0.75% | +0.02% | +0.87% | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.72% | -0.01% | +1.70% | |
| 43 | PFE | Pfizer Inc | 股票-醫療保健 | 0.70% | +0.11% | +2.19% | |
| 44 | RTX | Rtx CORP | 股票-工業 | 0.69% | -0.01% | -0.93% | |
| 45 | FISV | Fiserv Inc | 股票-其他 | 0.64% | +0.01% | +24.52% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.63% | -0.01% | -0.65% | |
| 47 | CB | Chubb Limited | 股票-金融 | 0.62% | -0.03% | +2.61% | |
| 48 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.59% | -0.02% | -3.94% | |
| 49 | TGT | Target CORP | 股票-循環性消費 | 0.57% | +0.05% | -1.40% | |
| 50 | GE | General Electric | 股票-工業 | 0.55% | -0.11% | -5.24% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | INTC | Intel CORP | +1.4% | -16.61% | 減碼 |
| 2 | CSCO | Cisco Systems Inc | +0.9% | -4.41% | 減碼 |
| 3 | GOOG | Alphabet Inc-cl C | +0.4% | -1.24% | 減碼 |
| 4 | FFIV | F5 Inc | +0.3% | -2.87% | 減碼 |
| 5 | ABBV | Abbvie Inc | +0.2% | +0.56% | 加碼 |
| 6 | PWR | Quanta Services Inc | +0.2% | -10.68% | 減碼 |
| 7 | AAPL | Apple Inc | +0.2% | -2.35% | 減碼 |
| 8 | VOO | Vanguard S&p 500 ETF | +0.2% | +206.07% | 加碼 |
| 9 | FELE | Franklin Electric Co Inc | +0.1% | -2.06% | 減碼 |
| 10 | CARR | Carrier Global CORP | +0.1% | +0.20% | 加碼 |
| 11 | GOOGL | Alphabet Inc-cl A | +0.1% | -3.36% | 減碼 |
| 12 | PGR | Progressive CORP | +0.1% | +88.21% | 加碼 |
| 13 | USB | US Bancorp | +0.1% | -0.64% | 減碼 |
| 14 | STLD | Steel Dynamics Inc | +0.1% | -8.95% | 減碼 |
| 15 | CINF | Cincinnati Financial CORP | +0.1% | -0.52% | 減碼 |
| 16 | SYY | Sysco CORP | +0.1% | +0.29% | 加碼 |
| 17 | PLXS | Plexus CORP | +0.1% | -3.13% | 減碼 |
| 18 | CAT | Caterpillar Inc | +0.1% | — | 不變 |
| 19 | RIO | Rio Tinto Plc-spon Adr | +0.1% | +122.93% | 加碼 |
| 20 | GPC | Genuine Parts Co | +0.1% | +3.19% | 加碼 |
| 21 | GE | General Electric | +0.1% | -5.24% | 減碼 |
| 22 | JPM | Jpmorgan Chase & Co | +0.1% | +0.71% | 加碼 |
| 23 | GEV | GE Vernova Inc | +0.1% | -6.10% | 減碼 |
| 24 | CHKP | Check Point Software Technologies Ltd. | +0.1% | +62.43% | 加碼 |
| 25 | TXN | Texas Instruments Inc | +0.1% | NEW | 新建倉 |
| 26 | ADP | Automatic Data Processing | +0.1% | +0.06% | 加碼 |
| 27 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | — | 不變 |
| 28 | IWS | Ishares Russell Mid-cap Valu | +0.1% | NEW | 新建倉 |
| 29 | STZ | Constellation Brands Inc-a | +0.1% | NEW | 新建倉 |
| 30 | MMM | 3m Co | +0.1% | +0.41% | 加碼 |
| 31 | GWW | Ww Grainger Inc | +0.1% | -1.20% | 減碼 |
| 32 | AMZN | Amazon.com Inc | +0.1% | +9.55% | 加碼 |
| 33 | LLY | Eli Lilly & Co | +0.1% | -1.95% | 減碼 |
| 34 | VYMI | Vanguard Int High Dvd Yld In | +0.1% | +35.10% | 加碼 |
| 35 | NVO | Novo-nordisk A/s-spons Adr | +0.1% | +13.06% | 加碼 |
| 36 | AMAT | Applied Materials Inc | +0.1% | -20.62% | 減碼 |
| 37 | UNP | Union Pacific CORP | +0.1% | NEW | 新建倉 |
| 38 | EFA | Ishares Msci Eafe ETF | +0.1% | NEW | 新建倉 |
| 39 | EMR | Emerson Electric Co | 0% | -0.39% | 減碼 |
| 40 | VWO | Vanguard Ftse Emerging Marke | 0% | +1.70% | 加碼 |
| 41 | VTWO | Vanguard Russell 2000 ETF | 0% | +3.57% | 加碼 |
| 42 | UPS | United Parcel Service-cl B | 0% | +1.84% | 加碼 |
| 43 | GFL | Gfl Environmental Inc-sub Vt | 0% | +80.58% | 加碼 |
| 44 | VEA | Vanguard Ftse Developed ETF | 0% | +18.51% | 加碼 |
| 45 | NUE | Nucor CORP | 0% | -4.13% | 減碼 |
| 46 | FISV | Fiserv Inc | 0% | +24.52% | 加碼 |
| 47 | SMG | Scotts Miracle-gro Co | 0% | -0.50% | 減碼 |
| 48 | RSP | Invesco S&p 500 Equal Weight | 0% | +5.54% | 加碼 |
| 49 | NTRS | Northern Trust CORP | 0% | -5.57% | 減碼 |
| 50 | V | Visa Inc-class A Shares | 0% | +5.91% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Monarch Capital Management Inc 在 Q2 2026 季度的美股持倉總市值約為 US$4.4億，共申報了 130 個公開持股部位。
在 Q2 2026 季度，Monarch Capital Management Inc 按市值排列的前三大核心持股分別為：MSFT (4.1%)、AAPL (3.9%)、MRK (3.5%)。其中最大持股部位 MSFT 佔據整體投資組合約 4.1% 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
TXN
市值: US$29.4萬
本季最大獲利了結 / 清倉標的
NKE
前期市值: US$24.3萬
在 Q2 2026 季度中，Monarch Capital Management Inc 共進行了 117 項持倉異動，包含新建倉 5 個部位、加碼 55 個部位、減碼 55 個部位以及清倉 2 個部位。 其中最大新建倉標的為 TXN。 本季清倉部位包含 NKE。
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。