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: 0001729428
申報總市值
US$5.0億
US$5.0億
217 檔
9.3%
Q1 2026 季度申報顯示，Monument Capital Management 揭露的美股組合總市值為 US$5.0億，涵蓋 217 個不同之權益投資部位。
Monument Capital Management 在 Q1 2026 的調整主要集中於風險出清，清倉與減碼部位合計達 115 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
整體而言，Monument Capital Management 的前 5 大持股（包含 MSFT, CAT, AAPL）貢獻了組合市值的 9.3%，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 217 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 | 2.83% | -0.49% | -1.54% | |
| 2 | CAT | Caterpillar Inc | 股票-工業 | 2.45% | -0.03% | -4.24% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 2.12% | -0.14% | -1.00% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 2.10% | -0.22% | -1.02% | |
| 5 | FIX | Comfort Systems USA Inc | 股票-工業 | 2.08% | +0.23% | -4.16% | |
| 6 | EME | Emcor Group Inc | 股票-工業 | 2.01% | -0.25% | -3.39% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 1.85% | +0.25% | +0.38% | |
| 8 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.77% | -0.14% | +0.02% | |
| 9 | IWS | Ishares Russell Mid-cap Valu | ETF-其他 | 1.68% | -1.68% | EXIT | |
| 10 | WMT | Walmart Inc | 股票-非循環性消費 | 1.63% | -0.45% | -1.39% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.56% | +0.11% | +16.80% | |
| 12 | UI | Ubiquiti Inc | 股票-科技 | 1.47% | -1.39% | -5.92% | |
| 13 | IEZ | Ishares U.s. Oil Equipment & | ETF-其他 | 1.43% | -1.43% | EXIT | |
| 14 | CASY | Casey's General Stores Inc | 股票-循環性消費 | 1.40% | -0.24% | -1.58% | |
| 15 | FXR | First Trust Indst/producers | ETF-其他 | 1.31% | -0.14% | -0.05% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.30% | -0.01% | -0.23% | |
| 17 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 1.28% | -1.28% | EXIT | |
| 18 | IGE | Ishares North American Natur | ETF-其他 | 1.26% | -1.26% | EXIT | |
| 19 | AU | AngloGold Ashanti plc | 股票-原物料 | 1.24% | -1.18% | +0.67% | |
| 20 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 1.24% | -0.13% | -4.54% | |
| 21 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 1.22% | -0.15% | -4.26% | |
| 22 | MCK | Mckesson CORP | 股票-醫療保健 | 1.22% | -0.95% | -0.50% | |
| 23 | RL | Ralph Lauren CORP | 股票-循環性消費 | 1.21% | -0.12% | -2.92% | |
| 24 | ITA | Ishares U.s. Aerospace & Def | ETF-其他 | 1.19% | -0.09% | — | |
| 25 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.16% | -0.15% | -4.54% | |
| 26 | MBB | Ishares Mbs ETF | ETF-其他 | 1.14% | -0.14% | -4.80% | |
| 27 | APH | Amphenol Corp-cl A | 股票-科技 | 1.13% | +0.10% | -1.90% | |
| 28 | EWP | Ishares Msci Spain ETF | ETF-其他 | 1.12% | -0.15% | -1.31% | |
| 29 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.12% | -1.12% | EXIT | |
| 30 | EWO | Ishares Msci Austria ETF | ETF-其他 | 1.09% | -0.07% | -1.24% | |
| 31 | EIS | Ishares Msci Israel ETF | ETF-其他 | 1.05% | -0.19% | -1.07% | |
| 32 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.05% | -0.13% | +8.84% | |
| 33 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.03% | -0.15% | -1.97% | |
| 34 | CAH | Cardinal Health Inc | 股票-醫療保健 | 1.03% | -0.10% | -1.19% | |
| 35 | TPR | Tapestry Inc | 股票-循環性消費 | 1.00% | -0.18% | -1.96% | |
| 36 | EWI | Ishares Msci Italy ETF | ETF-其他 | 1.00% | -0.12% | -0.24% | |
| 37 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.98% | -0.67% | +102.60% | |
| 38 | AMAT | Applied Materials Inc | 股票-科技 | 0.97% | +0.73% | -0.63% | |
| 39 | EWC | Ishares Msci Canada ETF | ETF-其他 | 0.96% | -0.15% | — | |
| 40 | MTZ | Mastec Inc | 股票-工業 | 0.92% | — | — | |
| 41 | JBL | Jabil Inc | 股票-科技 | 0.91% | +0.13% | +0.09% | |
| 42 | MTG | Mgic Investment CORP | 股票-金融 | 0.90% | -0.14% | -1.05% | |
| 43 | EXEL | Exelixis Inc | 股票-醫療保健 | 0.89% | — | -0.92% | |
| 44 | LRCX | Lam Research CORP | 股票-科技 | 0.89% | +0.55% | +0.89% | |
| 45 | DELL | Dell Technologies -c | 股票-科技 | 0.86% | +0.88% | +709.72% | |
| 46 | NVDA | Nvidia CORP | 股票-科技 | 0.86% | -0.07% | +2.36% | |
| 47 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.85% | -0.06% | -7.48% | |
| 48 | TT | Trane Technologies plc | 股票-工業 | 0.83% | -0.05% | +0.50% | |
| 49 | HIG | Hartford Insurance Group Inc | 股票-金融 | 0.80% | -0.18% | -1.29% | |
| 50 | PGR | Progressive CORP | 股票-金融 | 0.80% | -0.67% | +14.49% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | DELL | Dell Technologies -c | +0.8% | +709.72% | 加碼 |
| 2 | VLO | Valero Energy CORP | +0.6% | +496.33% | 加碼 |
| 3 | FIX | Comfort Systems USA Inc | +0.6% | -4.16% | 減碼 |
| 4 | GILD | Gilead Sciences Inc | +0.6% | +102.60% | 加碼 |
| 5 | HCA | Hca Healthcare Inc | +0.5% | +830.02% | 加碼 |
| 6 | CAT | Caterpillar Inc | +0.4% | -4.24% | 減碼 |
| 7 | UI | Ubiquiti Inc | +0.4% | -5.92% | 減碼 |
| 8 | CASY | Casey's General Stores Inc | +0.3% | -1.58% | 減碼 |
| 9 | EME | Emcor Group Inc | +0.3% | -3.39% | 減碼 |
| 10 | AMAT | Applied Materials Inc | +0.2% | -0.63% | 減碼 |
| 11 | JNJ | Johnson & Johnson | +0.2% | +8.84% | 加碼 |
| 12 | FLS | Flowserve CORP | +0.2% | +36.81% | 加碼 |
| 13 | LRCX | Lam Research CORP | +0.2% | +0.89% | 加碼 |
| 14 | XOM | Exxon Mobil CORP | +0.2% | +0.30% | 加碼 |
| 15 | MRK | Merck & Co. Inc. | +0.2% | +17.47% | 加碼 |
| 16 | AU | AngloGold Ashanti plc | +0.2% | +0.67% | 加碼 |
| 17 | PWR | Quanta Services Inc | +0.2% | -2.62% | 減碼 |
| 18 | WMT | Walmart Inc | +0.2% | -1.39% | 減碼 |
| 19 | VZ | Verizon Communications Inc | +0.1% | +115.42% | 加碼 |
| 20 | JBL | Jabil Inc | +0.1% | +0.09% | 加碼 |
| 21 | GOOGL | Alphabet Inc-cl A | +0.1% | +16.80% | 加碼 |
| 22 | CVX | Chevron CORP | +0.1% | +1.55% | 加碼 |
| 23 | NEM | Newmont CORP | +0.1% | +102.45% | 加碼 |
| 24 | TPR | Tapestry Inc | +0.1% | -1.96% | 減碼 |
| 25 | AEP | American Electric Power | +0.1% | +14.09% | 加碼 |
| 26 | COST | Costco Wholesale CORP | +0.1% | +20.35% | 加碼 |
| 27 | MCK | Mckesson CORP | +0.1% | -0.50% | 減碼 |
| 28 | TT | Trane Technologies plc | +0.1% | +0.50% | 加碼 |
| 29 | MPC | Marathon Petroleum CORP | +0.1% | +0.07% | 加碼 |
| 30 | ED | Consolidated Edison Inc | +0.1% | +5.91% | 加碼 |
| 31 | STX | Seagate Technology Holdings plc | +0.1% | +17.82% | 加碼 |
| 32 | MUSA | Murphy USA Inc | +0.1% | -1.30% | 減碼 |
| 33 | EIS | Ishares Msci Israel ETF | +0.1% | -1.07% | 減碼 |
| 34 | TTE | TotalEnergies SE | 0% | -0.68% | 減碼 |
| 35 | NEE | Nextera Energy Inc | 0% | +13.56% | 加碼 |
| 36 | NVS | Novartis Ag-sponsored Adr | 0% | +15.73% | 加碼 |
| 37 | LMT | Lockheed Martin CORP | 0% | +6.49% | 加碼 |
| 38 | CHRW | C.h. Robinson Worldwide Inc | 0% | +2.52% | 加碼 |
| 39 | FXR | First Trust Indst/producers | 0% | -0.05% | 減碼 |
| 40 | GEV | GE Vernova Inc | 0% | +0.31% | 加碼 |
| 41 | GWW | Ww Grainger Inc | 0% | -0.96% | 減碼 |
| 42 | KMI | Kinder Morgan, Inc. | 0% | +9.89% | 加碼 |
| 43 | KO | Coca-cola Co/the | 0% | -2.31% | 減碼 |
| 44 | BLK | Blackrock Inc | 0% | +47.39% | 加碼 |
| 45 | DHT | DHT Holdings, Inc. | 0% | -3.13% | 減碼 |
| 46 | IRM | Iron Mountain Inc | 0% | +0.11% | 加碼 |
| 47 | CAH | Cardinal Health Inc | 0% | -1.19% | 減碼 |
| 48 | VALE | Vale Sa-sp Adr | 0% | +2.44% | 加碼 |
| 49 | RES | Rpc Inc | 0% | +29.74% | 加碼 |
| 50 | RLGT | Radiant Logistics Inc | 0% | — | 不變 |
根據 SEC 官方 Form 13F 申報備案，Monument Capital Management 在 Q1 2026 季度的美股持倉總市值約為 US$5.0億，共申報了 217 個公開持股部位。
在 Q1 2026 季度，Monument Capital Management 按市值排列的前三大核心持股分別為：MSFT (2.8%)、CAT (2.5%)、AAPL (2.1%)。其中最大持股部位 MSFT 佔據整體投資組合約 2.8% 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
IWS
市值: US$669.4萬
本季最大獲利了結 / 清倉標的
IWP
前期市值: US$695.8萬
在 Q1 2026 季度中，Monument Capital Management 共進行了 195 項持倉異動，包含新建倉 31 個部位、加碼 49 個部位、減碼 81 個部位以及清倉 34 個部位。 其中最大新建倉標的為 IWS。 本季清倉部位包含 IWP。
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。