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: 0001082215
申報總市值
US$27.1億
US$27.1億
189 檔
25.7%
Q1 2026 季度申報顯示，Northeast Investment Management 揭露的美股組合總市值為 US$27.1億，涵蓋 189 個不同之權益投資部位。
Northeast Investment Management 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 90 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。
整體而言，Northeast Investment Management 的前 5 大持股（包含 NVDA, AAPL, GOOGL）貢獻了組合市值的 25.7%，形成該機構在 Q1 2026 季度的基本面基石。
| # | 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 | NVDA | Nvidia CORP | 股票-科技 | 8.09% | +0.07% | -4.04% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 6.51% | +0.21% | -2.89% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 5.84% | +0.54% | -5.55% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.53% | +0.63% | -1.34% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.90% | -0.34% | -0.29% | |
| 6 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 3.76% | -0.64% | -0.72% | |
| 7 | V | Visa Inc-class A Shares | 股票-金融 | 2.98% | +0.03% | -1.98% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 2.84% | +0.10% | +1.80% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.68% | -0.19% | -1.90% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.53% | -0.29% | +1.10% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.37% | -0.02% | +0.25% | |
| 12 | ABBNY | Abb Ltd-spon Adr | 股票-工業 | 2.31% | +0.44% | -1.69% | |
| 13 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.06% | +0.34% | +0.01% | |
| 14 | WMT | Walmart Inc | 股票-非循環性消費 | 2.01% | -0.37% | +1.03% | |
| 15 | ASML | ASML Holding N.V. | 股票-科技 | 1.84% | +0.65% | +1.11% | |
| 16 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 1.78% | -0.53% | +0.22% | |
| 17 | UNP | Union Pacific CORP | 股票-工業 | 1.73% | -0.01% | -4.23% | |
| 18 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.72% | -0.13% | -1.27% | |
| 19 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.66% | -0.16% | -1.38% | |
| 20 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.53% | -0.26% | -1.23% | |
| 21 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.53% | +0.11% | +3.38% | |
| 22 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.44% | +0.10% | +3.41% | |
| 23 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.43% | -0.22% | -1.66% | |
| 24 | WM | Waste Management Inc | 股票-工業 | 1.35% | -0.20% | +0.16% | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.28% | +0.07% | +11.04% | |
| 26 | DHR | Danaher CORP | 股票-醫療保健 | 1.23% | -0.14% | -1.30% | |
| 27 | XOM | Exxon Mobil CORP | 股票-能源 | 1.16% | -0.34% | -2.83% | |
| 28 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.11% | +0.10% | -8.27% | |
| 29 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.06% | -0.07% | -3.76% | |
| 30 | AMT | American Tower CORP | 股票-房地產 | 1.03% | -0.21% | -10.06% | |
| 31 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.00% | +0.95% | -3.71% | |
| 32 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.99% | -0.23% | -2.82% | |
| 33 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.98% | -0.06% | +0.68% | |
| 34 | HON | Honeywell International Inc | 股票-工業 | 0.93% | -0.93% | EXIT | |
| 35 | URI | United Rentals Inc | 股票-工業 | 0.91% | +0.36% | -0.05% | |
| 36 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.90% | +0.01% | +3.84% | |
| 37 | DE | Deere & Co | 股票-工業 | 0.87% | — | -2.62% | |
| 38 | CVX | Chevron CORP | 股票-能源 | 0.85% | -0.24% | -2.50% | |
| 39 | BX | Blackstone Inc | 股票-金融 | 0.84% | -0.24% | -15.18% | |
| 40 | NFLX | Netflix Inc | 股票-通訊服務 | 0.75% | -0.29% | -7.39% | |
| 41 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.69% | +0.08% | +3.89% | |
| 42 | PWR | Quanta Services Inc | 股票-工業 | 0.67% | +0.27% | +54.92% | |
| 43 | BLK | Blackrock Inc | 股票-金融 | 0.63% | -0.08% | -4.53% | |
| 44 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.57% | -0.08% | -4.81% | |
| 45 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.54% | -0.06% | -2.36% | |
| 46 | SPOT | Spotify Technology S.A. | 股票-通訊服務 | 0.53% | -0.10% | +10.88% | |
| 47 | CAT | Caterpillar Inc | 股票-工業 | 0.52% | +0.20% | -1.38% | |
| 48 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.47% | +0.55% | +369.16% | |
| 49 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.45% | +0.02% | +8.24% | |
| 50 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.45% | -0.02% | +0.07% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | COST | Costco Wholesale CORP | +0.7% | -0.72% | 減碼 |
| 2 | ASML | ASML Holding N.V. | +0.5% | +1.11% | 加碼 |
| 3 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | +369.16% | 加碼 |
| 4 | PWR | Quanta Services Inc | +0.4% | +54.92% | 加碼 |
| 5 | XOM | Exxon Mobil CORP | +0.4% | -2.83% | 減碼 |
| 6 | JNJ | Johnson & Johnson | +0.3% | -1.27% | 減碼 |
| 7 | WMT | Walmart Inc | +0.3% | +1.03% | 加碼 |
| 8 | ABBNY | Abb Ltd-spon Adr | +0.3% | -1.69% | 減碼 |
| 9 | CVX | Chevron CORP | +0.2% | -2.50% | 減碼 |
| 10 | NEE | Nextera Energy Inc | +0.2% | -1.66% | 減碼 |
| 11 | VEA | Vanguard Ftse Developed ETF | +0.2% | +11.04% | 加碼 |
| 12 | VEU | Vanguard Ftse All-world Ex-u | +0.2% | +72.69% | 加碼 |
| 13 | GEV | GE Vernova Inc | +0.2% | +22.05% | 加碼 |
| 14 | DE | Deere & Co | +0.2% | -2.62% | 減碼 |
| 15 | VB | Vanguard Small-cap ETF | +0.1% | +3.41% | 加碼 |
| 16 | WM | Waste Management Inc | +0.1% | +0.16% | 加碼 |
| 17 | HON | Honeywell International Inc | +0.1% | -4.97% | 減碼 |
| 18 | CAT | Caterpillar Inc | +0.1% | -1.38% | 減碼 |
| 19 | CEG | Constellation Energy | +0.1% | +131.78% | 加碼 |
| 20 | UNP | Union Pacific CORP | +0.1% | -4.23% | 減碼 |
| 21 | TJX | Tjx Companies Inc | +0.1% | +0.68% | 加碼 |
| 22 | VO | Vanguard Mid-cap ETF | +0.1% | +3.84% | 加碼 |
| 23 | GS | Goldman Sachs Group Inc | +0.1% | +3.38% | 加碼 |
| 24 | VOO | Vanguard S&p 500 ETF | +0.1% | +1.80% | 加碼 |
| 25 | VST | Vistra CORP | +0.1% | +121.55% | 加碼 |
| 26 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +8.24% | 加碼 |
| 27 | MRK | Merck & Co. Inc. | +0.1% | +2.94% | 加碼 |
| 28 | LMT | Lockheed Martin CORP | 0% | -4.07% | 減碼 |
| 29 | MCD | Mcdonald's CORP | 0% | -2.82% | 減碼 |
| 30 | LOW | Lowe's Cos Inc | 0% | -1.23% | 減碼 |
| 31 | GLW | Corning Inc | 0% | -0.90% | 減碼 |
| 32 | CHD | Church & Dwight Co Inc | 0% | -4.39% | 減碼 |
| 33 | PEP | Pepsico Inc | 0% | -5.99% | 減碼 |
| 34 | APD | Air Products & Chemicals Inc | 0% | -1.27% | 減碼 |
| 35 | VZ | Verizon Communications Inc | 0% | +11.09% | 加碼 |
| 36 | SO | Southern Co/the | 0% | +23.99% | 加碼 |
| 37 | VTV | Vanguard Value ETF | 0% | +2.76% | 加碼 |
| 38 | PG | Procter & Gamble Co/the | 0% | -2.36% | 減碼 |
| 39 | SHW | Sherwin-williams Co/the | 0% | +0.07% | 加碼 |
| 40 | WMB | Williams Cos Inc | 0% | — | 不變 |
| 41 | SLB | Slb LTD | 0% | -5.45% | 減碼 |
| 42 | KMI | Kinder Morgan, Inc. | 0% | — | 不變 |
| 43 | ANET | Arista Networks Inc | 0% | +20.14% | 加碼 |
| 44 | AMGN | Amgen Inc | 0% | +8.19% | 加碼 |
| 45 | FAST | Fastenal Co | 0% | — | 不變 |
| 46 | KO | Coca-cola Co/the | 0% | -0.37% | 減碼 |
| 47 | INTC | Intel CORP | 0% | +1.24% | 加碼 |
| 48 | T | At&t Inc | 0% | — | 不變 |
| 49 | CL | Colgate-palmolive Co | 0% | -2.47% | 減碼 |
| 50 | EPD | Enterprise Products Partners | 0% | — | 不變 |
根據 SEC 官方 Form 13F 申報備案，Northeast Investment Management 在 Q1 2026 季度的美股持倉總市值約為 US$27.1億，共申報了 189 個公開持股部位。
在 Q1 2026 季度，Northeast Investment Management 按市值排列的前三大核心持股分別為：NVDA (8.1%)、AAPL (6.5%)、GOOGL (5.8%)。其中最大持股部位 NVDA 佔據整體投資組合約 8.1% 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
AMCR
市值: US$197.6萬
本季最大獲利了結 / 清倉標的
AMCR
前期市值: US$207.7萬
在 Q1 2026 季度中，Northeast Investment Management 共進行了 142 項持倉異動，包含新建倉 7 個部位、加碼 45 個部位、減碼 84 個部位以及清倉 6 個部位。 其中最大新建倉標的為 AMCR。 本季清倉部位包含 AMCR。
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。