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: 0001092290
申報總市值
US$6.4億
US$6.4億
139 檔
116.4%
在 Q1 2026 申報期間，Norris Perne & French Llp/mi（CIK: 0001092290）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$6.4億，共持有 139 個公開申報部位。
數據顯示 Norris Perne & French Llp/mi 於 Q1 2026 季度持續回收資金，對 63 個既有部位進行裁減並清倉 90 個標的，組合整體流動性比重有所上升。
在資產配置集中度方面，Norris Perne & French Llp/mi 的前 5 大核心持股（包含 NPFE, MSFT, GOOGL 等）合計佔整體申報市值的 116.4%，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 | NPFE | Npf Core Equity ETF | ETF-其他 | 37.19% | — | — | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.44% | -1.13% | -21.09% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.93% | +0.44% | -41.39% | |
| 4 | AMAT | Applied Materials Inc | 股票-科技 | 2.60% | +2.43% | -37.76% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.55% | — | -4.50% | |
| 6 | COHR | Coherent CORP | 股票-科技 | 2.53% | -1.26% | -48.81% | |
| 7 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 2.04% | +0.84% | -40.07% | |
| 8 | BALL | Ball CORP | 股票-循環性消費 | 2.02% | -0.41% | -29.45% | |
| 9 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.99% | +0.59% | -35.62% | |
| 10 | ALSN | Allison Transmission Holding | 股票-循環性消費 | 1.64% | -0.66% | -16.56% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 1.56% | -0.04% | -41.34% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.51% | -0.34% | -48.87% | |
| 13 | UNP | Union Pacific CORP | 股票-工業 | 1.50% | -0.06% | -39.80% | |
| 14 | LIN | Linde plc | 股票-原物料 | 1.49% | -0.28% | -44.67% | |
| 15 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.40% | -0.21% | -31.06% | |
| 16 | ECL | Ecolab Inc | 股票-原物料 | 1.20% | -0.14% | -35.02% | |
| 17 | DHR | Danaher CORP | 股票-醫療保健 | 1.18% | +0.39% | +9.28% | |
| 18 | KNX | Knight-swift Transportation | 股票-工業 | 1.16% | +0.25% | -32.34% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.16% | — | -0.90% | |
| 20 | WM | Waste Management Inc | 股票-工業 | 1.16% | -0.50% | +616.80% | |
| 21 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.15% | +0.97% | -19.77% | |
| 22 | VRSK | Verisk Analytics Inc | 股票-工業 | 1.01% | -0.30% | -39.60% | |
| 23 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.00% | -0.34% | -67.13% | |
| 24 | AAPL | Apple Inc | 股票-科技 | 0.97% | -0.93% | -33.84% | |
| 25 | NVDA | Nvidia CORP | 股票-科技 | 0.97% | — | +27.31% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.95% | — | -4.63% | |
| 27 | TRMB | Trimble Inc | 股票-科技 | 0.92% | -0.41% | -34.82% | |
| 28 | KLAC | Kla CORP | 股票-科技 | 0.91% | +1.16% | -39.99% | |
| 29 | MCO | Moody's CORP | 股票-金融 | 0.90% | -0.18% | -44.32% | |
| 30 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.84% | -0.13% | -52.33% | |
| 31 | EPAM | Epam Systems Inc | 股票-科技 | 0.80% | +0.04% | -26.05% | |
| 32 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.80% | +1.03% | -6.58% | |
| 33 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.78% | -0.19% | -36.03% | |
| 34 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.78% | — | +7.67% | |
| 35 | SSNC | Ss&c Technologies Holdings | 股票-科技 | 0.77% | -0.18% | -32.40% | |
| 36 | MSI | Motorola Solutions Inc | 股票-科技 | 0.75% | +0.60% | -33.83% | |
| 37 | HD | Home Depot Inc | 股票-循環性消費 | 0.74% | -0.06% | -33.66% | |
| 38 | SYK | Stryker CORP | 股票-醫療保健 | 0.69% | -0.13% | -31.22% | |
| 39 | ADBE | Adobe Inc | 股票-科技 | 0.67% | -0.18% | -29.38% | |
| 40 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 0.67% | — | +4.58% | |
| 41 | NDSN | Nordson CORP | 股票-工業 | 0.67% | -0.01% | -34.76% | |
| 42 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.57% | — | — | |
| 43 | ZBRA | Zebra Technologies Corp-cl A | 股票-科技 | 0.55% | +0.06% | -28.53% | |
| 44 | MA | Mastercard Inc - A | 股票-金融 | 0.46% | +1.14% | -42.26% | |
| 45 | ETN | Eaton Corporation plc | 股票-工業 | 0.42% | +0.79% | -28.31% | |
| 46 | TYL | Tyler Technologies Inc | 股票-科技 | 0.42% | +0.21% | -3.07% | |
| 47 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 0.42% | — | +8.63% | |
| 48 | HUBS | Hubspot Inc | 股票-科技 | 0.38% | -0.17% | -31.03% | |
| 49 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.32% | — | -6.63% | |
| 50 | WFC 7.5 PERP L債券 | Wells Fargo & Company | 債券 | 0.27% | — | -6.80% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | WM | Waste Management Inc | +3.1% | +639.87% | 加碼 |
| 2 | NVDA | Nvidia CORP | +2.7% | +71.68% | 加碼 |
| 3 | BALL | Ball CORP | +2.5% | -34.44% | 減碼 |
| 4 | ALSN | Allison Transmission Holding | +2.5% | -22.43% | 減碼 |
| 5 | MSFT | Microsoft CORP | +2.1% | -38.42% | 減碼 |
| 6 | DHR | Danaher CORP | +1.9% | +8.96% | 加碼 |
| 7 | MRK | Merck & Co. Inc. | +1.4% | -42.50% | 減碼 |
| 8 | JNJ | Johnson & Johnson | +1.1% | -55.70% | 減碼 |
| 9 | LIN | Linde plc | +1% | -55.04% | 減碼 |
| 10 | AMAT | Applied Materials Inc | +0.9% | -64.49% | 減碼 |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | +0.8% | -51.60% | 減碼 |
| 12 | COHR | Coherent CORP | +0.7% | -66.14% | 減碼 |
| 13 | TSM | Taiwan Semiconductor-sp Adr | +0.6% | -60.59% | 減碼 |
| 14 | PWR | Quanta Services Inc | +0.4% | -62.72% | 減碼 |
| 15 | UNP | Union Pacific CORP | +0.3% | -60.84% | 減碼 |
| 16 | KLAC | Kla CORP | +0.2% | -63.87% | 減碼 |
| 17 | SHW | Sherwin-williams Co/the | +0.2% | -58.08% | 減碼 |
| 18 | BLK | Blackrock Inc | +0.2% | NEW | 新建倉 |
| 19 | ANET | Arista Networks Inc | +0.1% | -48.87% | 減碼 |
| 20 | ABBV | Abbvie Inc | +0.1% | +14.38% | 加碼 |
| 21 | JPM | Jpmorgan Chase & Co | +0.1% | -51.18% | 減碼 |
| 22 | MCD | Mcdonald's CORP | +0.1% | +112.67% | 加碼 |
| 23 | MA | Mastercard Inc - A | +0.1% | -54.81% | 減碼 |
| 24 | CVX | Chevron CORP | +0.1% | +7.58% | 加碼 |
| 25 | SBUX | Starbucks CORP | +0.1% | +39.05% | 加碼 |
| 26 | APH | Amphenol Corp-cl A | +0.1% | -12.97% | 減碼 |
| 27 | COP | Conocophillips | +0.1% | -7.36% | 減碼 |
| 28 | GOOG | Alphabet Inc-cl C | +0.1% | -55.17% | 減碼 |
| 29 | KO | Coca-cola Co/the | +0.1% | -33.19% | 減碼 |
| 30 | CHD | Church & Dwight Co Inc | +0.1% | -24.17% | 減碼 |
| 31 | ITW | Illinois Tool Works | 0% | -62.82% | 減碼 |
| 32 | LLY | Eli Lilly & Co | 0% | -27.77% | 減碼 |
| 33 | CARR | Carrier Global CORP | 0% | NEW | 新建倉 |
| 34 | NUE | Nucor CORP | 0% | NEW | 新建倉 |
| 35 | WELL | Welltower Inc | 0% | NEW | 新建倉 |
| 36 | AVGO | Broadcom Inc | 0% | +37.70% | 加碼 |
| 37 | PAYX | Paychex Inc | 0% | -16.05% | 減碼 |
| 38 | CDW | Cdw Corp/de | 0% | -15.62% | 減碼 |
| 39 | GS | Goldman Sachs Group Inc | 0% | -10.30% | 減碼 |
| 40 | CAT | Caterpillar Inc | 0% | -7.50% | 減碼 |
| 41 | HUBB | Hubbell Inc | 0% | -14.76% | 減碼 |
| 42 | FRME | First Merchants CORP | 0% | +0.18% | 加碼 |
| 43 | MSI | Motorola Solutions Inc | 0% | -66.85% | 減碼 |
| 44 | CPRT | Copart Inc | 0% | -37.63% | 減碼 |
| 45 | FITB | Fifth Third Bancorp | 0% | -44.30% | 減碼 |
| 46 | LKQ | Lkq CORP | 0% | +0.17% | 加碼 |
| 47 | MCO | Moody's CORP | 0% | -56.89% | 減碼 |
| 48 | GNTX | Gentex CORP | 0% | -56.71% | 減碼 |
| 49 | NSC | Norfolk Southern CORP | 0% | -48.39% | 減碼 |
| 50 | ISRG | Intuitive Surgical Inc | — | -57.51% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Norris Perne & French Llp/mi 在 Q1 2026 季度的美股持倉總市值約為 US$6.4億，共申報了 139 個公開持股部位。
在 Q1 2026 季度，Norris Perne & French Llp/mi 按市值排列的前三大核心持股分別為：NPFE (37.2%)、MSFT (4.4%)、GOOGL (2.9%)。其中最大持股部位 NPFE 佔據整體投資組合約 37.2% 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
BLK
市值: US$126.4萬
本季最大獲利了結 / 清倉標的
IVV
前期市值: US$4189.7萬
在 Q1 2026 季度中，Norris Perne & French Llp/mi 共進行了 167 項持倉異動，包含新建倉 4 個部位、加碼 10 個部位、減碼 63 個部位以及清倉 90 個部位。 其中最大新建倉標的為 BLK。 本季清倉部位包含 IVV。
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。