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: 0001862664
申報總市值
US$29.6億
US$29.6億
221 檔
13.5%
Q1 2026 季度申報顯示，Nfj Investment Group, LLC 揭露的美股組合總市值為 US$29.6億，涵蓋 221 個不同之權益投資部位。
Nfj Investment Group, LLC 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 102 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。
檢視投資組合結構，前 5 大主力部位（包含 DINO, MRVL, SCHW）占據了總市值的 13.5%，展現出該機構在 Q1 2026 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 221 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 | DINO | Hf Sinclair CORP | 股票-能源 | 3.64% | -0.34% | -17.87% | |
| 2 | MRVL | Marvell Technology Inc | 股票-科技 | 3.41% | -2.51% | -11.06% | |
| 3 | SCHW | Schwab (charles) CORP | 股票-金融 | 2.79% | +0.11% | -10.53% | |
| 4 | PLD | Prologis Inc | 股票-房地產 | 2.67% | -0.29% | -12.43% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.66% | +0.16% | -8.96% | |
| 6 | GEV | GE Vernova Inc | 股票-工業 | 2.36% | +0.59% | +9074.58% | |
| 7 | CMC | Commercial Metals Co | 股票-工業 | 2.05% | -0.90% | +383.56% | |
| 8 | GBCI | Glacier Bancorp Inc | 股票-金融 | 2.02% | -0.66% | +0.45% | |
| 9 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.86% | +1.04% | +115.08% | |
| 10 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.73% | -0.27% | -36.53% | |
| 11 | EQIX | Equinix Inc | 股票-房地產 | 1.70% | -0.80% | -16.64% | |
| 12 | RGLD | Royal Gold Inc | 股票-原物料 | 1.60% | -1.60% | EXIT | |
| 13 | MPC | Marathon Petroleum CORP | 股票-能源 | 1.56% | -0.10% | +6.70% | |
| 14 | NTR | Nutrien LTD | 股票-原物料 | 1.54% | -0.40% | +21.93% | |
| 15 | UHS | Universal Health Services-b | 股票-醫療保健 | 1.53% | -1.53% | EXIT | |
| 16 | CBU | Community Financial System I | 股票-其他 | 1.51% | -0.92% | -2.28% | |
| 17 | PFE | Pfizer Inc | 股票-醫療保健 | 1.49% | -1.49% | EXIT | |
| 18 | AMD | Advanced Micro Devices | 股票-科技 | 1.48% | -0.77% | -4.07% | |
| 19 | PNFP | Pinnacle Financial Partners | 股票-金融 | 1.41% | +0.01% | — | |
| 20 | UMBF | Umb Financial CORP | 股票-金融 | 1.39% | +0.20% | -6.40% | |
| 21 | BOH | Bank Of Hawaii CORP | 股票-其他 | 1.39% | -0.04% | +309.47% | |
| 22 | HSY | Hershey Co/the | 股票-非循環性消費 | 1.33% | +1.45% | — | |
| 23 | PSX | Phillips 66 | 股票-能源 | 1.29% | -0.21% | +198.15% | |
| 24 | INDB | Independent Bank Corp/ma | 股票-其他 | 1.29% | -0.10% | -5.54% | |
| 25 | KMT | Kennametal Inc | 股票-其他 | 1.27% | -0.04% | — | |
| 26 | NUE | Nucor CORP | 股票-原物料 | 1.25% | -0.10% | +61.58% | |
| 27 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.19% | +0.67% | -11.33% | |
| 28 | APH | Amphenol Corp-cl A | 股票-科技 | 1.18% | +0.74% | +228.72% | |
| 29 | MGA | Magna International Inc | 股票-循環性消費 | 1.17% | +0.05% | +265.90% | |
| 30 | SSB | Southstate Bank CORP | 股票-金融 | 1.12% | -0.93% | -2.42% | |
| 31 | MSFT | Microsoft CORP | 股票-科技 | 1.11% | +1.59% | -4.75% | |
| 32 | SLB | Slb LTD | 股票-能源 | 1.09% | -1.09% | EXIT | |
| 33 | ONB | Old National Bancorp | 股票-金融 | 1.03% | +0.02% | -4.24% | |
| 34 | ALB | Albemarle CORP | 股票-原物料 | 1.02% | -0.23% | — | |
| 35 | FLS | Flowserve CORP | 股票-工業 | 1.00% | -0.12% | +5.62% | |
| 36 | HD | Home Depot Inc | 股票-循環性消費 | 0.99% | -0.29% | -3.38% | |
| 37 | LKFN | Lakeland Financial CORP | 股票-其他 | 0.99% | -0.50% | +0.89% | |
| 38 | EL | Estee Lauder Companies-cl A | 股票-非循環性消費 | 0.96% | +0.04% | — | |
| 39 | CINF | Cincinnati Financial CORP | 股票-金融 | 0.95% | -0.02% | — | |
| 40 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.93% | +0.48% | +4.76% | |
| 41 | HBAN | Huntington Bancshares Inc | 股票-金融 | 0.92% | -0.92% | EXIT | |
| 42 | HCA | Hca Healthcare Inc | 股票-醫療保健 | 0.91% | -0.91% | EXIT | |
| 43 | CVX | Chevron CORP | 股票-能源 | 0.90% | -0.44% | -13.17% | |
| 44 | MS | Morgan Stanley | 股票-金融 | 0.88% | +0.53% | +14.14% | |
| 45 | TFC | Truist Financial CORP | 股票-金融 | 0.81% | -0.03% | -3.90% | |
| 46 | LUV | Southwest Airlines Co | 股票-工業 | 0.81% | -0.40% | +279.75% | |
| 47 | HOMB | Home Bancshares Inc | 股票-金融 | 0.79% | -0.79% | EXIT | |
| 48 | EOG | Eog Resources Inc | 股票-能源 | 0.72% | +0.86% | -22.15% | |
| 49 | AU | AngloGold Ashanti plc | 股票-原物料 | 0.72% | -0.29% | -1.52% | |
| 50 | PNC | Pnc Financial Services Group | 股票-金融 | 0.71% | +0.04% | -10.28% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GEV | GE Vernova Inc | +2.3% | +9074.58% | 加碼 |
| 2 | CMC | Commercial Metals Co | +1.6% | +383.56% | 加碼 |
| 3 | BOH | Bank Of Hawaii CORP | +1.1% | +309.47% | 加碼 |
| 4 | PSX | Phillips 66 | +1% | +198.15% | 加碼 |
| 5 | LLY | Eli Lilly & Co | +0.9% | +115.08% | 加碼 |
| 6 | MGA | Magna International Inc | +0.9% | +265.90% | 加碼 |
| 7 | APH | Amphenol Corp-cl A | +0.8% | +228.72% | 加碼 |
| 8 | MPC | Marathon Petroleum CORP | +0.6% | +6.70% | 加碼 |
| 9 | UHS | Universal Health Services-b | +0.6% | +93.66% | 加碼 |
| 10 | LUV | Southwest Airlines Co | +0.6% | +279.75% | 加碼 |
| 11 | NTR | Nutrien LTD | +0.6% | +21.93% | 加碼 |
| 12 | NUE | Nucor CORP | +0.5% | +61.58% | 加碼 |
| 13 | DINO | Hf Sinclair CORP | +0.5% | -17.87% | 減碼 |
| 14 | SLB | Slb LTD | +0.3% | +3.38% | 加碼 |
| 15 | MRVL | Marvell Technology Inc | +0.3% | -11.06% | 減碼 |
| 16 | GE | General Electric | +0.3% | +528.76% | 加碼 |
| 17 | EQIX | Equinix Inc | +0.2% | -16.64% | 減碼 |
| 18 | CVX | Chevron CORP | +0.2% | -13.17% | 減碼 |
| 19 | MTDR | Matador Resources Co | +0.2% | — | 不變 |
| 20 | LFUS | Littelfuse Inc | +0.2% | -4.36% | 減碼 |
| 21 | FLS | Flowserve CORP | +0.2% | +5.62% | 加碼 |
| 22 | XOM | Exxon Mobil CORP | +0.1% | -14.76% | 減碼 |
| 23 | GBCI | Glacier Bancorp Inc | +0.1% | +0.45% | 加碼 |
| 24 | AU | AngloGold Ashanti plc | +0.1% | -1.52% | 減碼 |
| 25 | HP | Helmerich & Payne | +0.1% | -3.12% | 減碼 |
| 26 | MS | Morgan Stanley | +0.1% | +14.14% | 加碼 |
| 27 | DVN | Devon Energy CORP | +0.1% | — | 不變 |
| 28 | COST | Costco Wholesale CORP | +0.1% | +5.06% | 加碼 |
| 29 | EOG | Eog Resources Inc | +0.1% | -22.15% | 減碼 |
| 30 | NEM | Newmont CORP | +0.1% | — | 不變 |
| 31 | LKFN | Lakeland Financial CORP | +0.1% | +0.89% | 加碼 |
| 32 | KGS | Kodiak Gas Services Inc | +0.1% | — | 不變 |
| 33 | CRGY | Crescent Energy Inc-a | +0.1% | — | 不變 |
| 34 | OVV | Ovintiv Inc | +0.1% | — | 不變 |
| 35 | DAN | Dana Inc | +0.1% | — | 不變 |
| 36 | GTY | Getty Realty CORP | +0.1% | -4.34% | 減碼 |
| 37 | KALU | Kaiser Aluminum CORP | +0.1% | +0.04% | 加碼 |
| 38 | SM | Sm Energy Co | 0% | — | 不變 |
| 39 | IIIN | Insteel Industries Inc | 0% | +53.37% | 加碼 |
| 40 | MPWR | Monolithic Power Systems Inc | 0% | — | 不變 |
| 41 | INDB | Independent Bank Corp/ma | 0% | -5.54% | 減碼 |
| 42 | AEE | Ameren Corporation | 0% | — | 不變 |
| 43 | EE | Excelerate Energy Inc-a | 0% | — | 不變 |
| 44 | AEM | Agnico Eagle Mines LTD | 0% | — | 不變 |
| 45 | CRUS | Cirrus Logic Inc | 0% | +0.46% | 加碼 |
| 46 | CNR | Core Natural Resources Inc | 0% | — | 不變 |
| 47 | LGND | Ligand Pharmaceuticals | 0% | +11.73% | 加碼 |
| 48 | HASI | Ha Sustainable Infrastructur | 0% | -0.05% | 減碼 |
| 49 | PENN | Penn Entertainment Inc | 0% | +14.43% | 加碼 |
| 50 | EXEL | Exelixis Inc | 0% | — | 不變 |
根據 SEC 官方 Form 13F 申報備案，Nfj Investment Group, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$29.6億，共申報了 221 個公開持股部位。
在 Q1 2026 季度，Nfj Investment Group, LLC 按市值排列的前三大核心持股分別為：DINO (3.6%)、MRVL (3.4%)、SCHW (2.8%)。其中最大持股部位 DINO 佔據整體投資組合約 3.6% 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
PNFP
市值: US$3719.5萬
本季最大獲利了結 / 清倉標的
AMZN
前期市值: US$5801.8萬
在 Q1 2026 季度中，Nfj Investment Group, LLC 共進行了 170 項持倉異動，包含新建倉 39 個部位、加碼 29 個部位、減碼 68 個部位以及清倉 34 個部位。 其中最大新建倉標的為 PNFP。 本季清倉部位包含 AMZN。
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。