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: 0001596077
申報總市值
US$2.6億
US$2.6億
143 檔
16.9%
在 Q1 2026 的 13F 官方備案中，New England Research & Management, Inc. 管理的美股投資組合規模來到 US$2.6億，整體持股檔數為 143 檔。
觀察 Q1 2026 的資金脈絡，New England Research & Management, Inc. 在獲利結算 31 檔個股的同時，將資本重新部署至 30 檔新選標的，展現主動管理機構的輪動節奏。
在資產配置集中度方面，New England Research & Management, Inc. 的前 5 大核心持股（包含 GOOGL, AAPL, URI 等）合計佔整體申報市值的 16.9%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 5.03% | +0.65% | +4.66% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.06% | +0.63% | +1.37% | |
| 3 | URI | United Rentals Inc | 股票-工業 | 3.41% | +0.63% | +25.58% | |
| 4 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.98% | -0.06% | -1.44% | |
| 5 | PWR | Quanta Services Inc | 股票-工業 | 2.83% | +1.20% | -2.60% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.35% | -0.04% | +0.35% | |
| 7 | ABBV | Abbvie Inc | 股票-醫療保健 | 2.34% | +0.09% | +18.21% | |
| 8 | CSX | Csx CORP | 股票-工業 | 2.19% | +0.10% | +7.58% | |
| 9 | CHD | Church & Dwight Co Inc | 股票-非循環性消費 | 2.03% | -0.14% | -2.46% | |
| 10 | COF | Capital One Financial CORP | 股票-金融 | 2.01% | -2.01% | EXIT | |
| 11 | GEV | GE Vernova Inc | 股票-工業 | 1.96% | +1.01% | -20.69% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.92% | -0.13% | +20.74% | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 1.78% | +0.29% | +49.49% | |
| 14 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.71% | -0.13% | -24.04% | |
| 15 | AVGO | Broadcom Inc | 股票-科技 | 1.49% | +0.15% | +5.73% | |
| 16 | AMGN | Amgen Inc | 股票-醫療保健 | 1.46% | +0.21% | +51.04% | |
| 17 | NFLX | Netflix Inc | 股票-通訊服務 | 1.44% | -0.06% | +27.15% | |
| 18 | UBER | Uber Technologies Inc | 股票-工業 | 1.35% | -1.35% | EXIT | |
| 19 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.35% | +0.01% | -9.27% | |
| 20 | AWK | American Water Works Co Inc | 股票-公用事業 | 1.31% | +0.14% | +11.20% | |
| 21 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.23% | +0.43% | +32.70% | |
| 22 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.20% | +0.12% | -2.40% | |
| 23 | XOM | Exxon Mobil CORP | 股票-能源 | 1.17% | -0.51% | -17.85% | |
| 24 | WFC | Wells Fargo & Co | 股票-金融 | 1.12% | -0.67% | +83.10% | |
| 25 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.08% | +0.07% | -28.89% | |
| 26 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.07% | -0.03% | +45.72% | |
| 27 | IBM | Intl Business Machines CORP | 股票-科技 | 1.03% | +0.32% | +8.10% | |
| 28 | ZTS | Zoetis Inc | 股票-醫療保健 | 1.02% | -0.50% | +1.72% | |
| 29 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.01% | -0.28% | -1.15% | |
| 30 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.00% | -0.13% | -6.61% | |
| 31 | MS | Morgan Stanley | 股票-金融 | 0.97% | +0.21% | -6.22% | |
| 32 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.96% | -0.96% | EXIT | |
| 33 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.95% | -0.20% | -7.21% | |
| 34 | TFC | Truist Financial CORP | 股票-金融 | 0.95% | — | +11.01% | |
| 35 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.94% | -0.94% | EXIT | |
| 36 | UNP | Union Pacific CORP | 股票-工業 | 0.93% | +0.49% | +19.44% | |
| 37 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.90% | -0.09% | +10.65% | |
| 38 | IDXX | Idexx Laboratories Inc | 股票-醫療保健 | 0.90% | -0.79% | +216.67% | |
| 39 | DHI | Dr Horton Inc | 股票-循環性消費 | 0.90% | -0.90% | EXIT | |
| 40 | CB | Chubb Limited | 股票-金融 | 0.89% | +0.06% | +6.34% | |
| 41 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.88% | -0.04% | -2.81% | |
| 42 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.87% | -0.07% | +540.59% | |
| 43 | DAL | Delta Air Lines Inc | 股票-工業 | 0.82% | -0.82% | EXIT | |
| 44 | SYY | Sysco CORP | 股票-非循環性消費 | 0.74% | +0.30% | -32.27% | |
| 45 | SYK | Stryker CORP | 股票-醫療保健 | 0.74% | +0.05% | +23.14% | |
| 46 | C | Citigroup Inc | 股票-金融 | 0.73% | — | — | |
| 47 | GE | General Electric | 股票-工業 | 0.72% | — | +42.56% | |
| 48 | PB | Prosperity Bancshares Inc | 股票-金融 | 0.71% | -0.04% | +34.36% | |
| 49 | IR | Ingersoll-rand Inc | 股票-工業 | 0.69% | -0.08% | +29.58% | |
| 50 | ETN | Eaton Corporation plc | 股票-工業 | 0.69% | -0.40% | -47.35% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CRWD | Crowdstrike Holdings Inc - A | +0.8% | +893.04% | 加碼 |
| 2 | JPM | Jpmorgan Chase & Co | +0.7% | +540.59% | 加碼 |
| 3 | DHI | Dr Horton Inc | +0.6% | +253.41% | 加碼 |
| 4 | IDXX | Idexx Laboratories Inc | +0.5% | +216.67% | 加碼 |
| 5 | AMGN | Amgen Inc | +0.5% | +51.04% | 加碼 |
| 6 | FSLR | First Solar Inc | +0.5% | +647.81% | 加碼 |
| 7 | PWR | Quanta Services Inc | +0.5% | -2.60% | 減碼 |
| 8 | COF | Capital One Financial CORP | +0.4% | +74.73% | 加碼 |
| 9 | WFC | Wells Fargo & Co | +0.4% | +83.10% | 加碼 |
| 10 | KO | Coca-cola Co/the | +0.4% | +45.72% | 加碼 |
| 11 | V | Visa Inc-class A Shares | +0.4% | +49.49% | 加碼 |
| 12 | JNJ | Johnson & Johnson | +0.3% | -1.44% | 減碼 |
| 13 | CSX | Csx CORP | +0.3% | +7.58% | 加碼 |
| 14 | NFLX | Netflix Inc | +0.3% | +27.15% | 加碼 |
| 15 | AIR | Aar CORP | +0.3% | +49.03% | 加碼 |
| 16 | URI | United Rentals Inc | +0.3% | +25.58% | 加碼 |
| 17 | TT | Trane Technologies plc | +0.3% | +265.22% | 加碼 |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +20.74% | 加碼 |
| 19 | ABBV | Abbvie Inc | +0.2% | +18.21% | 加碼 |
| 20 | UNP | Union Pacific CORP | +0.2% | +19.44% | 加碼 |
| 21 | CRH | CRH plc | +0.2% | +64.10% | 加碼 |
| 22 | GE | General Electric | +0.2% | +42.56% | 加碼 |
| 23 | PB | Prosperity Bancshares Inc | +0.2% | +34.36% | 加碼 |
| 24 | IR | Ingersoll-rand Inc | +0.2% | +29.58% | 加碼 |
| 25 | NTR | Nutrien LTD | +0.2% | +79.21% | 加碼 |
| 26 | AWK | American Water Works Co Inc | +0.1% | +11.20% | 加碼 |
| 27 | XOM | Exxon Mobil CORP | +0.1% | -17.85% | 減碼 |
| 28 | RY | Royal Bank Of Canada | +0.1% | +38.10% | 加碼 |
| 29 | NCLH | Norwegian Cruise Line Holdings Ltd. | +0.1% | +83.37% | 加碼 |
| 30 | LLY | Eli Lilly & Co | +0.1% | +32.70% | 加碼 |
| 31 | KEY | Keycorp | +0.1% | +130.05% | 加碼 |
| 32 | CHD | Church & Dwight Co Inc | +0.1% | -2.46% | 減碼 |
| 33 | SYK | Stryker CORP | +0.1% | +23.14% | 加碼 |
| 34 | PG | Procter & Gamble Co/the | +0.1% | +10.65% | 加碼 |
| 35 | CB | Chubb Limited | +0.1% | +6.34% | 加碼 |
| 36 | GEV | GE Vernova Inc | 0% | -20.69% | 減碼 |
| 37 | NEE | Nextera Energy Inc | 0% | -6.61% | 減碼 |
| 38 | CWEN | Clearway Energy Inc-c | 0% | -0.89% | 減碼 |
| 39 | CAT | Caterpillar Inc | 0% | -6.09% | 減碼 |
| 40 | WASH | Washington Trust Bancorp | 0% | — | 不變 |
| 41 | HOOD | Robinhood Markets Inc - A | 0% | +95.05% | 加碼 |
| 42 | LHX | L3harris Technologies Inc | 0% | — | 不變 |
| 43 | GILD | Gilead Sciences Inc | 0% | -5.38% | 減碼 |
| 44 | WMT | Walmart Inc | 0% | -0.96% | 減碼 |
| 45 | REGN | Regeneron Pharmaceuticals | 0% | +15.00% | 加碼 |
| 46 | WM | Waste Management Inc | 0% | +1.64% | 加碼 |
| 47 | TFC | Truist Financial CORP | 0% | +11.01% | 加碼 |
| 48 | CL | Colgate-palmolive Co | 0% | — | 不變 |
| 49 | HON | Honeywell International Inc | 0% | — | 不變 |
| 50 | MRK | Merck & Co. Inc. | — | -9.27% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，New England Research & Management, Inc. 在 Q1 2026 季度的美股持倉總市值約為 US$2.6億，共申報了 143 個公開持股部位。
在 Q1 2026 季度，New England Research & Management, Inc. 按市值排列的前三大核心持股分別為：GOOGL (5.0%)、AAPL (4.1%)、URI (3.4%)。其中最大持股部位 GOOGL 佔據整體投資組合約 5.0% 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
DAL
市值: US$194.9萬
本季最大獲利了結 / 清倉標的
META
前期市值: US$288.0萬
在 Q1 2026 季度中，New England Research & Management, Inc. 共進行了 158 項持倉異動，包含新建倉 30 個部位、加碼 48 個部位、減碼 49 個部位以及清倉 31 個部位。 其中最大新建倉標的為 DAL。 本季清倉部位包含 META。
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。