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: 0001342857
申報總市值
US$18.5億
US$18.5億
1733 檔
18.2%
在 Q2 2026 申報期間，North Star Investment Management Corp.（CIK: 0001342857）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$18.5億，共持有 1733 個公開申報部位。
觀察 Q2 2026 的資金脈絡，North Star Investment Management Corp. 在獲利結算 7 檔個股的同時，將資本重新部署至 7 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，North Star Investment Management Corp. 的前 5 大核心持股（包含 JPM, IVW, AAPL 等）合計佔整體申報市值的 18.2%，反映機構在主要關鍵部位上的權重分佈。
本季最大新建倉標的
市值: US$789.1萬
本季最大獲利了結 / 清倉標的
XOM
前期市值: US$979.5萬
僅顯示前 200 大持股（共 1733 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 | JPM | Jpmorgan Chase & Co | 股票-金融 | 4.68% | +0.02% | -0.44% | |
| 2 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 3.78% | +0.08% | +0.87% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.76% | +0.51% | +1.86% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 3.21% | -0.68% | +1.27% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.86% | -0.03% | -1.30% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.62% | +0.02% | -0.14% | |
| 7 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 2.44% | — | +2.03% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 1.97% | +0.71% | +0.71% | |
| 9 | ORI | Old Republic Intl CORP | 股票-金融 | 1.78% | -0.16% | +0.11% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.64% | — | -0.94% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.25% | -0.07% | -2.54% | |
| 12 | BX | Blackstone Inc | 股票-金融 | 1.08% | -0.06% | -0.19% | |
| 13 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.01% | +0.03% | -2.07% | |
| 14 | VTIP | Vanguard Short-term Tips | ETF-其他 | 0.91% | -0.05% | +0.85% | |
| 15 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.89% | +0.23% | +0.03% | |
| 16 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.84% | +0.03% | +1.74% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.84% | — | -1.04% | |
| 18 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.83% | -0.03% | +3.08% | |
| 19 | UNP | Union Pacific CORP | 股票-工業 | 0.83% | -0.01% | +0.05% | |
| 20 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.78% | +0.05% | -0.47% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.78% | -0.02% | +0.31% | |
| 22 | ORCL | Oracle CORP | 股票-科技 | 0.74% | -0.05% | +0.07% | |
| 23 | CAT | Caterpillar Inc | 股票-工業 | 0.71% | -0.18% | +3.42% | |
| 24 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.70% | -0.02% | +0.37% | |
| 25 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.70% | -0.03% | +3.35% | |
| 26 | SPHR | Sphere Entertainment Co | 股票-通訊服務 | 0.69% | -0.17% | -6.10% | |
| 27 | PSTL | Postal Realty Trust Inc- A | 股票-其他 | 0.65% | -0.05% | -5.83% | |
| 28 | ACU | Acme United CORP | 股票-其他 | 0.64% | +0.21% | -1.97% | |
| 29 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.64% | -0.05% | -0.89% | |
| 30 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.63% | +0.01% | — | |
| 31 | BAC | Bank Of America CORP | 股票-金融 | 0.59% | -0.03% | -3.86% | |
| 32 | FITB | Fifth Third Bancorp | 股票-金融 | 0.58% | -0.06% | -0.01% | |
| 33 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.57% | — | +1.93% | |
| 34 | CSCO | Cisco Systems Inc | 股票-科技 | 0.57% | -0.05% | -6.31% | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.57% | — | +0.88% | |
| 36 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.55% | -0.02% | -0.03% | |
| 37 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.53% | +0.02% | -1.48% | |
| 38 | AMD | Advanced Micro Devices | 股票-科技 | 0.53% | -0.02% | -34.58% | |
| 39 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.52% | +0.02% | +6.73% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.50% | — | +0.04% | |
| 41 | KKR | Kkr & Co Inc | 股票-金融 | 0.50% | -0.01% | -0.28% | |
| 42 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.48% | -0.02% | -11.52% | |
| 43 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.48% | +0.01% | -1.02% | |
| 44 | BLBD | Blue Bird CORP | 股票-其他 | 0.47% | -0.14% | — | |
| 45 | AMGN | Amgen Inc | 股票-醫療保健 | 0.44% | +0.06% | -0.79% | |
| 46 | INTC | Intel CORP | 股票-科技 | 0.43% | -0.06% | -5.45% | |
| 47 | ESCA | Escalade Inc | 股票-其他 | 0.43% | — | -0.47% | |
| 48 | ✓ | 股票-其他 | 0.43% | +0.09% | — | ||
| 49 | WHG | Westwood Holdings Group Inc | 股票-其他 | 0.40% | -0.01% | +1.84% | |
| 50 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.40% | +0.05% | +0.12% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ✓ | +0.4% | NEW | 新建倉 | |
| 2 | IVW | Ishares S&p 500 Growth ETF | +0.3% | +0.87% | 加碼 |
| 3 | INTC | Intel CORP | +0.3% | -5.45% | 減碼 |
| 4 | AMD | Advanced Micro Devices | +0.2% | -34.58% | 減碼 |
| 5 | CAT | Caterpillar Inc | +0.2% | +3.42% | 加碼 |
| 6 | AAPL | Apple Inc | +0.2% | +1.86% | 加碼 |
| 7 | SPHR | Sphere Entertainment Co | +0.1% | -6.10% | 減碼 |
| 8 | CSCO | Cisco Systems Inc | +0.1% | -6.31% | 減碼 |
| 9 | RDW | Redwire CORP | +0.1% | +30065.45% | 加碼 |
| 10 | GOOGL | Alphabet Inc-cl A | +0.1% | -2.54% | 減碼 |
| 11 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +0.31% | 加碼 |
| 12 | ALNT | Allient Inc | +0.1% | -7.08% | 減碼 |
| 13 | LIND | Lindblad Expeditions Holding | +0.1% | — | 不變 |
| 14 | GOOG | Alphabet Inc-cl C | +0.1% | +3.35% | 加碼 |
| 15 | BLBD | Blue Bird CORP | +0.1% | — | 不變 |
| 16 | QCOM | Qualcomm Inc | +0.1% | +2.12% | 加碼 |
| 17 | MOV | Movado Group Inc | +0.1% | — | 不變 |
| 18 | DELL | Dell Technologies -c | +0.1% | -0.58% | 減碼 |
| 19 | TXN | Texas Instruments Inc | +0.1% | -0.24% | 減碼 |
| 20 | BELFB | Bel Fuse Inc-cl B | +0.1% | — | 不變 |
| 21 | SLP | Simulations Plus Inc | +0.1% | +11.08% | 加碼 |
| 22 | WGO 3.25 01-15-30債券 | Winnebago Industries | +0.1% | NEW | 新建倉 |
| 23 | NEWT | Newtekone Inc | +0.1% | NEW | 新建倉 |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -0.14% | 減碼 |
| 25 | PSTL | Postal Realty Trust Inc- A | +0.1% | -5.83% | 減碼 |
| 26 | CECO | Ceco Environmental CORP | +0.1% | — | 不變 |
| 27 | NWPX | Nwpx Infrastructure Inc | +0.1% | — | 不變 |
| 28 | GNL | Global Net Lease Inc | +0.1% | +246590.16% | 加碼 |
| 29 | MU | Micron Technology Inc | +0.1% | -9.27% | 減碼 |
| 30 | MDV | Modiv Industrial Inc | +0.1% | +103.33% | 加碼 |
| 31 | ✓ | +0.1% | NEW | 新建倉 | |
| 32 | ✓ | +0.1% | NEW | 新建倉 | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | -1.30% | 減碼 |
| 34 | AGG | Ishares Core U.s. Aggregate | +0.1% | +33.27% | 加碼 |
| 35 | HD | Home Depot Inc | +0.1% | +31.70% | 加碼 |
| 36 | ODC | Oil-dri CORP Of America | +0.1% | -6.47% | 減碼 |
| 37 | MITK | Mitek Systems Inc | +0.1% | +16.12% | 加碼 |
| 38 | CRM | Salesforce Inc | +0.1% | +165.12% | 加碼 |
| 39 | FITB | Fifth Third Bancorp | +0.1% | -0.01% | 減碼 |
| 40 | OESX | Orion Energy Systems Inc | +0.1% | +0.27% | 加碼 |
| 41 | SGC | Superior Group Of Cos Inc | +0.1% | -0.74% | 減碼 |
| 42 | MSGE | Madison Square Garden Entert | +0.1% | -2.89% | 減碼 |
| 43 | MDST | Westwd Sat Encd Mdstr In ETF | +0.1% | +28.35% | 加碼 |
| 44 | XLK | Ss Technology Select Sector | +0.1% | -0.07% | 減碼 |
| 45 | PANW | Palo Alto Networks Inc | +0.1% | +5.70% | 加碼 |
| 46 | VABK | Virginia National Bankshares | +0.1% | +86.36% | 加碼 |
| 47 | OCFC | Oceanfirst Financial CORP | +0.1% | +1010.64% | 加碼 |
| 48 | STRA | Strategic Education Inc | +0.1% | NEW | 新建倉 |
| 49 | AMZN | Amazon.com Inc | 0% | +1.74% | 加碼 |
| 50 | VXF | Vanguard Extended Market ETF | 0% | -0.89% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，North Star Investment Management Corp. 在 Q2 2026 季度的美股持倉總市值約為 US$18.5億，共申報了 1733 個公開持股部位。
在 Q2 2026 季度，North Star Investment Management Corp. 按市值排列的前三大核心持股分別為：JPM (4.7%)、IVW (3.8%)、AAPL (3.8%)。其中最大持股部位 JPM 佔據整體投資組合約 4.7% 的權重。
在 Q2 2026 季度中，North Star Investment Management Corp. 共進行了 155 項持倉異動，包含新建倉 7 個部位、加碼 80 個部位、減碼 61 個部位以及清倉 7 個部位。 其中最大新建倉標的為 。 本季清倉部位包含 XOM。
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。
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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。
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。