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: 0000071210
申報總市值
US$14.8億
US$14.8億
244 檔
31.0%
Q2 2026 季度申報顯示，Neville Rodie & Shaw Inc 揭露的美股組合總市值為 US$14.8億，涵蓋 244 個不同之權益投資部位。
在 Q2 2026，Neville Rodie & Shaw Inc 展現出較為審慎的避險與獲利了結姿態。本季共減碼 101 個部位並完全清倉 12 檔持股，調降曝險的部位數量高於加碼動作。
檢視投資組合結構，前 5 大主力部位（包含 AAPL, LRCX, GOOGL）占據了總市值的 31.0%，展現出該機構在 Q2 2026 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 244 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 | AAPL | Apple Inc | 股票-科技 | 8.24% | +1.57% | -0.60% | |
| 2 | LRCX | Lam Research CORP | 股票-科技 | 6.82% | -1.73% | -2.85% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 5.74% | -0.37% | -1.03% | |
| 4 | PWR | Quanta Services Inc | 股票-工業 | 5.20% | -0.61% | -7.03% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.60% | +1.30% | -7.08% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.95% | +0.01% | -3.19% | |
| 7 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.76% | +0.23% | -1.03% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.73% | +0.14% | -1.31% | |
| 9 | V | Visa Inc-class A Shares | 股票-金融 | 2.11% | +0.06% | -5.60% | |
| 10 | XOM | Exxon Mobil CORP | 股票-能源 | 1.93% | -1.93% | EXIT | |
| 11 | GE | General Electric | 股票-工業 | 1.87% | -0.46% | +0.68% | |
| 12 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.86% | -0.01% | -1.35% | |
| 13 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.84% | -0.16% | -1.04% | |
| 14 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.79% | +0.73% | -3.47% | |
| 15 | NVDA | Nvidia CORP | 股票-科技 | 1.62% | +0.05% | -3.53% | |
| 16 | ORCL | Oracle CORP | 股票-科技 | 1.51% | -0.44% | -2.67% | |
| 17 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.45% | +0.13% | -16.59% | |
| 18 | AXP | American Express Co | 股票-金融 | 1.36% | -0.17% | +8.11% | |
| 19 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.34% | +0.02% | -17.14% | |
| 20 | IBM | Intl Business Machines CORP | 股票-科技 | 1.31% | -0.28% | -5.40% | |
| 21 | GEV | GE Vernova Inc | 股票-工業 | 1.29% | -0.34% | -2.80% | |
| 22 | VRT | Vertiv Holdings Co-a | 股票-工業 | 1.28% | -0.45% | -3.32% | |
| 23 | AVGO | Broadcom Inc | 股票-科技 | 1.25% | -0.16% | +7.50% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.23% | -0.09% | -13.79% | |
| 25 | GAM | General American Investors | 股票-其他 | 1.21% | +0.05% | — | |
| 26 | GLW | Corning Inc | 股票-科技 | 1.14% | -0.44% | +5.94% | |
| 27 | FCNTX | Fidelity Contrafund | 股票-其他 | 1.13% | +0.07% | +5.40% | |
| 28 | HWM | Howmet Aerospace Inc | 股票-工業 | 1.09% | -0.32% | -3.09% | |
| 29 | CAT | Caterpillar Inc | 股票-工業 | 1.03% | -0.21% | -2.35% | |
| 30 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.96% | -0.09% | -0.91% | |
| 31 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.89% | -0.02% | -14.14% | |
| 32 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.85% | +0.06% | +0.65% | |
| 33 | NSC | Norfolk Southern CORP | 股票-工業 | 0.73% | +0.01% | -2.15% | |
| 34 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.73% | +0.13% | -0.14% | |
| 35 | RTX | Rtx CORP | 股票-工業 | 0.73% | +0.01% | -2.03% | |
| 36 | BX | Blackstone Inc | 股票-金融 | 0.71% | -0.01% | -6.03% | |
| 37 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.70% | +0.07% | +700.89% | |
| 38 | BAC | Bank Of America CORP | 股票-金融 | 0.66% | — | -0.62% | |
| 39 | QCOM | Qualcomm Inc | 股票-科技 | 0.65% | +0.02% | -2.94% | |
| 40 | JHEQX | Jpmorgan Hedged Equity-i | 股票-其他 | 0.64% | +0.04% | -1.10% | |
| 41 | J | Jacobs Solutions Inc | 股票-工業 | 0.63% | +0.07% | -3.35% | |
| 42 | HD | Home Depot Inc | 股票-循環性消費 | 0.62% | -0.13% | -16.06% | |
| 43 | CVX | Chevron CORP | 股票-能源 | 0.59% | +0.17% | -0.55% | |
| 44 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.57% | +0.02% | -0.40% | |
| 45 | ETN | Eaton Corporation plc | 股票-工業 | 0.57% | +0.05% | -7.03% | |
| 46 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.52% | +0.08% | +0.27% | |
| 47 | LIN | Linde plc | 股票-原物料 | 0.50% | -0.11% | +5.14% | |
| 48 | INTC | Intel CORP | 股票-科技 | 0.48% | -0.04% | -2.28% | |
| 49 | UNP | Union Pacific CORP | 股票-工業 | 0.47% | +0.03% | -0.47% | |
| 50 | MOG-A | Moog Inc-class A | 股票-其他 | 0.46% | -0.04% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | LRCX | Lam Research CORP | +2.9% | -2.85% | 減碼 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.5% | -1.03% | 減碼 |
| 3 | GLW | Corning Inc | +0.5% | +5.94% | 加碼 |
| 4 | PWR | Quanta Services Inc | +0.4% | -7.03% | 減碼 |
| 5 | INTC | Intel CORP | +0.3% | -2.28% | 減碼 |
| 6 | GE | General Electric | +0.3% | +0.68% | 加碼 |
| 7 | CAT | Caterpillar Inc | +0.2% | -2.35% | 減碼 |
| 8 | ✓ | +0.2% | NEW | 新建倉 | |
| 9 | ✓ | +0.2% | NEW | 新建倉 | |
| 10 | DELL | Dell Technologies -c | +0.2% | +12.72% | 加碼 |
| 11 | RSPT | Invesco S&p 500 Equal Weight | +0.2% | +0.65% | 加碼 |
| 12 | GEV | GE Vernova Inc | +0.2% | -2.80% | 減碼 |
| 13 | AVGO | Broadcom Inc | +0.2% | +7.50% | 加碼 |
| 14 | GOOG | Alphabet Inc-cl C | +0.2% | -3.19% | 減碼 |
| 15 | PANW | Palo Alto Networks Inc | +0.2% | -0.75% | 減碼 |
| 16 | VRT | Vertiv Holdings Co-a | +0.2% | -3.32% | 減碼 |
| 17 | VGT | Vanguard Info Tech ETF | +0.1% | +700.89% | 加碼 |
| 18 | LITE | Lumentum Holdings Inc | +0.1% | NEW | 新建倉 |
| 19 | MKSI | Mks Inc | +0.1% | NEW | 新建倉 |
| 20 | QCOM | Qualcomm Inc | +0.1% | -2.94% | 減碼 |
| 21 | FCNTX | Fidelity Contrafund | +0.1% | +5.40% | 加碼 |
| 22 | MOG-A | Moog Inc-class A | +0.1% | — | 不變 |
| 23 | AXP | American Express Co | +0.1% | +8.11% | 加碼 |
| 24 | BE | Bloom Energy Corp- A | +0.1% | +16.68% | 加碼 |
| 25 | STRL | Sterling Infrastructure Inc | +0.1% | NEW | 新建倉 |
| 26 | AAPL | Apple Inc | +0.1% | -0.60% | 減碼 |
| 27 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | -16.85% | 減碼 |
| 28 | TXN | Texas Instruments Inc | 0% | -2.35% | 減碼 |
| 29 | APH | Amphenol Corp-cl A | 0% | +6.97% | 加碼 |
| 30 | MU | Micron Technology Inc | 0% | — | 不變 |
| 31 | NFLX | Netflix Inc | 0% | +222.27% | 加碼 |
| 32 | ✓ | 0% | NEW | 新建倉 | |
| 33 | CSCO | Cisco Systems Inc | 0% | — | 不變 |
| 34 | STT | State Street CORP | 0% | — | 不變 |
| 35 | AMZN | Amazon.com Inc | 0% | -1.35% | 減碼 |
| 36 | BAC | Bank Of America CORP | 0% | -0.62% | 減碼 |
| 37 | BNY | Bank Of New York Mellon CORP | 0% | -0.26% | 減碼 |
| 38 | GS | Goldman Sachs Group Inc | 0% | -2.47% | 減碼 |
| 39 | CIBR | First Trust Nasdaq Cybersecu | 0% | -17.93% | 減碼 |
| 40 | XLI | Ss Industrial Select Sector | 0% | +19.05% | 加碼 |
| 41 | CARR | Carrier Global CORP | 0% | — | 不變 |
| 42 | URI | United Rentals Inc | 0% | NEW | 新建倉 |
| 43 | FTQGX | Fidelity Focused Stock Fund | 0% | — | 不變 |
| 44 | ROK | Rockwell Automation Inc | 0% | — | 不變 |
| 45 | MET | Metlife Inc | 0% | NEW | 新建倉 |
| 46 | IBB | Ishares Biotechnology ETF | 0% | +0.27% | 加碼 |
| 47 | UNH | Unitedhealth Group Inc | 0% | -21.14% | 減碼 |
| 48 | CSX | Csx CORP | 0% | — | 不變 |
| 49 | NUE | Nucor CORP | 0% | -1.20% | 減碼 |
| 50 | GWW | Ww Grainger Inc | 0% | -1.21% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Neville Rodie & Shaw Inc 在 Q2 2026 季度的美股持倉總市值約為 US$14.8億，共申報了 244 個公開持股部位。
在 Q2 2026 季度，Neville Rodie & Shaw Inc 按市值排列的前三大核心持股分別為：AAPL (8.2%)、LRCX (6.8%)、GOOGL (5.7%)。其中最大持股部位 AAPL 佔據整體投資組合約 8.2% 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
市值: US$377.6萬
本季最大獲利了結 / 清倉標的
HON
前期市值: US$766.5萬
在 Q2 2026 季度中，Neville Rodie & Shaw Inc 共進行了 150 項持倉異動，包含新建倉 11 個部位、加碼 26 個部位、減碼 101 個部位以及清倉 12 個部位。 其中最大新建倉標的為 。 本季清倉部位包含 HON。
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。