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: 0001961742
申報總市值
US$5.3億
US$5.3億
176 檔
27.5%
New Hampshire Trust 在 Q2 2026 季度的美股部位總計估值為 US$5.3億，分散於 176 個持倉標的之中，反映其市場參與廣度與投資規模。
觀察 Q2 2026 的資金脈絡，New Hampshire Trust 在獲利結算 5 檔個股的同時，將資本重新部署至 25 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 Hampshire Trust 的前 5 大核心持股（包含 VO, AAPL, MSFT 等）合計佔整體申報市值的 27.5%，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 | VO | Vanguard Mid-cap ETF | ETF-其他 | 9.51% | -0.44% | +250.52% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 6.25% | +0.82% | -0.00% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.33% | +1.51% | +6.85% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 4.00% | +0.51% | -2.35% | |
| 5 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 3.50% | -0.32% | -3.64% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.80% | +0.06% | -1.71% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.77% | -0.10% | -2.64% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.42% | -0.09% | -7.03% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.32% | -0.03% | +16.12% | |
| 10 | CAT | Caterpillar Inc | 股票-工業 | 2.21% | -0.66% | -3.83% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.19% | -0.04% | -0.39% | |
| 12 | AVGO | Broadcom Inc | 股票-科技 | 2.18% | -0.22% | +0.11% | |
| 13 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 1.86% | +0.14% | +3.21% | |
| 14 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.60% | +0.03% | -0.70% | |
| 15 | XOM | Exxon Mobil CORP | 股票-能源 | 1.57% | -1.57% | EXIT | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.52% | -0.13% | -6.51% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.43% | +0.30% | +16.91% | |
| 18 | BIV | Vanguard Intermediate-term B | ETF-其他 | 1.36% | +0.13% | +5.67% | |
| 19 | RTX | Rtx CORP | 股票-工業 | 1.36% | -0.03% | -0.57% | |
| 20 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.31% | +0.09% | -2.62% | |
| 21 | SCHV | Schwab US Large-cap Value | ETF-其他 | 1.31% | -0.07% | +1.25% | |
| 22 | CSCO | Cisco Systems Inc | 股票-科技 | 1.19% | -0.19% | -11.60% | |
| 23 | UNP | Union Pacific CORP | 股票-工業 | 1.12% | -0.06% | +12.77% | |
| 24 | HD | Home Depot Inc | 股票-循環性消費 | 1.08% | -0.18% | -2.93% | |
| 25 | ETN | Eaton Corporation plc | 股票-工業 | 1.08% | -0.01% | -1.76% | |
| 26 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.04% | -0.13% | +4.02% | |
| 27 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.99% | -0.03% | -0.67% | |
| 28 | GVI | Ishares Intermediate Governm | ETF-其他 | 0.98% | +0.07% | +3.18% | |
| 29 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.97% | +0.51% | +23.44% | |
| 30 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.97% | -0.06% | -3.14% | |
| 31 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-其他 | 0.95% | -0.06% | -1.17% | |
| 32 | V | Visa Inc-class A Shares | 股票-金融 | 0.93% | +0.03% | +1.27% | |
| 33 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.89% | -0.01% | -1.37% | |
| 34 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.87% | -0.02% | +0.75% | |
| 35 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.84% | -0.08% | +2355.98% | |
| 36 | CB | Chubb Limited | 股票-金融 | 0.82% | -0.05% | -2.37% | |
| 37 | WMT | Walmart Inc | 股票-非循環性消費 | 0.81% | -0.07% | -1.73% | |
| 38 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.79% | -0.04% | +0.89% | |
| 39 | LLDYX | Lord Abbett Shrt Dur Inc-i | 股票-其他 | 0.75% | -0.03% | +2.34% | |
| 40 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.73% | +0.02% | -2.79% | |
| 41 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.67% | +0.23% | -0.70% | |
| 42 | TSLA | Tesla Inc | 股票-循環性消費 | 0.67% | -0.09% | -5.43% | |
| 43 | IDXX | Idexx Laboratories Inc | 股票-醫療保健 | 0.66% | -0.01% | +0.18% | |
| 44 | AMP | Ameriprise Financial Inc | 股票-金融 | 0.66% | +0.03% | +1.14% | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.65% | -0.06% | -3.21% | |
| 46 | ECL | Ecolab Inc | 股票-原物料 | 0.64% | -0.01% | +3.35% | |
| 47 | QCOM | Qualcomm Inc | 股票-科技 | 0.63% | -0.02% | -1.97% | |
| 48 | PNC | Pnc Financial Services Group | 股票-金融 | 0.58% | -0.06% | -2.52% | |
| 49 | BX | Blackstone Inc | 股票-金融 | 0.55% | -0.04% | +21.94% | |
| 50 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.55% | -0.21% | +0.72% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CAT | Caterpillar Inc | +0.6% | -3.83% | 減碼 |
| 2 | VRSN | Verisign Inc | +0.4% | NEW | 新建倉 |
| 3 | JPM | Jpmorgan Chase & Co | +0.4% | +16.12% | 加碼 |
| 4 | AAPL | Apple Inc | +0.4% | -0.00% | 減碼 |
| 5 | ✓ | +0.4% | NEW | 新建倉 | |
| 6 | ✓ | +0.3% | NEW | 新建倉 | |
| 7 | GOOG | Alphabet Inc-cl C | +0.3% | -2.64% | 減碼 |
| 8 | AVGO | Broadcom Inc | +0.3% | +0.11% | 加碼 |
| 9 | CSCO | Cisco Systems Inc | +0.2% | -11.60% | 減碼 |
| 10 | SCHG | Schwab US Large-cap Growth | +0.2% | +3.21% | 加碼 |
| 11 | NVDA | Nvidia CORP | +0.2% | -2.35% | 減碼 |
| 12 | GOOGL | Alphabet Inc-cl A | +0.2% | -7.03% | 減碼 |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +16.91% | 加碼 |
| 14 | UNP | Union Pacific CORP | +0.2% | +12.77% | 加碼 |
| 15 | UTL | Unitil CORP | +0.2% | +276.92% | 加碼 |
| 16 | QCOM | Qualcomm Inc | +0.2% | -1.97% | 減碼 |
| 17 | STX | Seagate Technology Holdings plc | +0.2% | NEW | 新建倉 |
| 18 | DFAS | Dimensional US Small Cap ETF | +0.1% | -3.64% | 減碼 |
| 19 | AMZN | Amazon.com Inc | +0.1% | -1.71% | 減碼 |
| 20 | INTC | Intel CORP | +0.1% | NEW | 新建倉 |
| 21 | ABBV | Abbvie Inc | +0.1% | -0.70% | 減碼 |
| 22 | META | Meta Platforms Inc-class A | +0.1% | +23.44% | 加碼 |
| 23 | SCHV | Schwab US Large-cap Value | +0.1% | +1.25% | 加碼 |
| 24 | ROK | Rockwell Automation Inc | +0.1% | NEW | 新建倉 |
| 25 | ETN | Eaton Corporation plc | +0.1% | -1.76% | 減碼 |
| 26 | BX | Blackstone Inc | +0.1% | +21.94% | 加碼 |
| 27 | ✓ | +0.1% | NEW | 新建倉 | |
| 28 | VEA | Vanguard Ftse Developed ETF | +0.1% | -0.39% | 減碼 |
| 29 | IEMG | Ishares Core Msci Emerging | +0.1% | -3.14% | 減碼 |
| 30 | MNST | Monster Beverage CORP | +0.1% | NEW | 新建倉 |
| 31 | V | Visa Inc-class A Shares | +0.1% | +1.27% | 加碼 |
| 32 | SLYV | Ss Spdr S&p 600 Sc Val ETF | +0.1% | -1.17% | 減碼 |
| 33 | LLY | Eli Lilly & Co | +0.1% | +11.87% | 加碼 |
| 34 | ALL | Allstate CORP | +0.1% | +29.81% | 加碼 |
| 35 | VWENX | Vanguard Wellington-adm | +0.1% | NEW | 新建倉 |
| 36 | IJR | Ishares Core S&p Small-cap E | +0.1% | -3.21% | 減碼 |
| 37 | PANW | Palo Alto Networks Inc | +0.1% | +2.60% | 加碼 |
| 38 | UNH | Unitedhealth Group Inc | +0.1% | NEW | 新建倉 |
| 39 | COHR | Coherent CORP | +0.1% | NEW | 新建倉 |
| 40 | CARR | Carrier Global CORP | +0.1% | NEW | 新建倉 |
| 41 | CMI | Cummins Inc | +0.1% | NEW | 新建倉 |
| 42 | YUM | Yum! Brands Inc | +0.1% | NEW | 新建倉 |
| 43 | DDOG | Datadog Inc - Class A | +0.1% | NEW | 新建倉 |
| 44 | APH | Amphenol Corp-cl A | +0.1% | NEW | 新建倉 |
| 45 | CTAS | Cintas CORP | +0.1% | NEW | 新建倉 |
| 46 | ARM | Arm Holdings Plc-adr | +0.1% | NEW | 新建倉 |
| 47 | PNC | Pnc Financial Services Group | 0% | -2.52% | 減碼 |
| 48 | GLW | Corning Inc | 0% | -26.42% | 減碼 |
| 49 | IBM | Intl Business Machines CORP | 0% | +13.93% | 加碼 |
| 50 | NDAQ | Nasdaq Inc | 0% | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，New Hampshire Trust 在 Q2 2026 季度的美股持倉總市值約為 US$5.3億，共申報了 176 個公開持股部位。
在 Q2 2026 季度，New Hampshire Trust 按市值排列的前三大核心持股分別為：VO (9.5%)、AAPL (6.3%)、MSFT (4.3%)。其中最大持股部位 VO 佔據整體投資組合約 9.5% 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
VRSN
市值: US$226.0萬
本季最大獲利了結 / 清倉標的
HON
前期市值: US$371.1萬
在 Q2 2026 季度中，New Hampshire Trust 共進行了 166 項持倉異動，包含新建倉 25 個部位、加碼 64 個部位、減碼 72 個部位以及清倉 5 個部位。 其中最大新建倉標的為 VRSN。 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。