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: 0001962457
申報總市值
US$1.5億
US$1.5億
105 檔
20.3%
在 Q1 2026 申報期間，Northern Financial Advisors Inc（CIK: 0001962457）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$1.5億，共持有 105 個公開申報部位。
Q1 2026 數據顯示 Northern Financial Advisors Inc 積極進場，新開立 18 個部位並同步加碼 83 檔個股，反映機構在該季度的資金注入與籌碼積累。
在資產配置集中度方面，Northern Financial Advisors Inc 的前 5 大核心持股（包含 SPY, WMT, AVGO 等）合計佔整體申報市值的 20.3%，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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 8.00% | +0.51% | +55.16% | |
| 2 | WMT | Walmart Inc | 股票-非循環性消費 | 4.02% | -0.70% | +72.94% | |
| 3 | AVGO | Broadcom Inc | 股票-科技 | 3.49% | +0.37% | +16.56% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 3.47% | +0.12% | +33.50% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.45% | -0.29% | +35.91% | |
| 6 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 3.15% | -0.03% | +13.93% | |
| 7 | XOM | Exxon Mobil CORP | 股票-能源 | 3.08% | -0.84% | +70.45% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 3.04% | +0.10% | +38.93% | |
| 9 | NFLX | Netflix Inc | 股票-通訊服務 | 2.95% | -1.00% | +85.71% | |
| 10 | CAT | Caterpillar Inc | 股票-工業 | 2.67% | +0.96% | +93.26% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.30% | +0.05% | +76.12% | |
| 12 | GS | Goldman Sachs Group Inc | 股票-金融 | 2.28% | +0.21% | +60.35% | |
| 13 | AXP | American Express Co | 股票-金融 | 1.91% | +0.02% | +70.28% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.58% | +0.20% | +138.45% | |
| 15 | NVR | Nvr Inc | 股票-循環性消費 | 1.47% | -0.10% | — | |
| 16 | RTX | Rtx CORP | 股票-工業 | 1.44% | -0.13% | +91.98% | |
| 17 | TRV | Travelers Cos Inc/the | 股票-金融 | 1.41% | +0.05% | +70.05% | |
| 18 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.41% | -0.05% | +74.88% | |
| 19 | ORCL | Oracle CORP | 股票-科技 | 1.38% | -0.13% | +63.93% | |
| 20 | IBM | Intl Business Machines CORP | 股票-科技 | 1.31% | +0.13% | +80.83% | |
| 21 | V | Visa Inc-class A Shares | 股票-金融 | 1.30% | +0.05% | +84.65% | |
| 22 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.29% | +0.23% | +57.93% | |
| 23 | MMM | 3m Co | 股票-工業 | 1.20% | +0.15% | +72.98% | |
| 24 | CSCO | Cisco Systems Inc | 股票-科技 | 1.14% | +0.44% | +90.79% | |
| 25 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.11% | -0.14% | +68.43% | |
| 26 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.09% | -0.19% | +81.35% | |
| 27 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.09% | +0.07% | +3.60% | |
| 28 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.07% | -0.34% | +72.88% | |
| 29 | HON | Honeywell International Inc | 股票-工業 | 0.98% | -0.98% | EXIT | |
| 30 | TMUS | T-mobile US Inc | 股票-通訊服務 | 0.95% | -0.26% | +53.41% | |
| 31 | GD | General Dynamics CORP | 股票-工業 | 0.93% | -0.05% | +50.71% | |
| 32 | ETN | Eaton Corporation plc | 股票-工業 | 0.91% | +0.08% | +56.60% | |
| 33 | AMGN | Amgen Inc | 股票-醫療保健 | 0.90% | +0.02% | +79.70% | |
| 34 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.90% | -0.27% | +107.64% | |
| 35 | MU | Micron Technology Inc | 股票-科技 | 0.86% | +1.79% | +35.00% | |
| 36 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.85% | -0.13% | +86.30% | |
| 37 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.85% | -0.06% | +105.73% | |
| 38 | MA | Mastercard Inc - A | 股票-金融 | 0.83% | -0.08% | +33.26% | |
| 39 | NOW | Servicenow Inc | 股票-科技 | 0.80% | +0.10% | +105.93% | |
| 40 | EPD | Enterprise Products Partners | 股票-能源 | 0.78% | -0.23% | +47.46% | |
| 41 | COF | Capital One Financial CORP | 股票-金融 | 0.75% | — | +35.12% | |
| 42 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.72% | -0.01% | +76.35% | |
| 43 | HD | Home Depot Inc | 股票-循環性消費 | 0.72% | +0.04% | +54.04% | |
| 44 | T | At&t Inc | 股票-通訊服務 | 0.71% | -0.27% | +71.47% | |
| 45 | PGR | Progressive CORP | 股票-金融 | 0.68% | — | +64.55% | |
| 46 | CVX | Chevron CORP | 股票-能源 | 0.66% | -0.19% | +105.84% | |
| 47 | MS | Morgan Stanley | 股票-金融 | 0.66% | +0.10% | +127.11% | |
| 48 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.65% | -0.06% | +60.13% | |
| 49 | EBAY | Ebay Inc | 股票-循環性消費 | 0.65% | +0.07% | +102.25% | |
| 50 | CMI | Cummins Inc | 股票-工業 | 0.64% | +0.13% | +15.78% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +1.1% | +70.45% | 加碼 |
| 2 | CAT | Caterpillar Inc | +0.9% | +93.26% | 加碼 |
| 3 | WMT | Walmart Inc | +0.8% | +72.94% | 加碼 |
| 4 | NFLX | Netflix Inc | +0.5% | +85.71% | 加碼 |
| 5 | QQQ | Invesco Qqq Trust Series 1 | +0.5% | +138.45% | 加碼 |
| 6 | HON | Honeywell International Inc | +0.4% | +113.04% | 加碼 |
| 7 | RTX | Rtx CORP | +0.3% | +91.98% | 加碼 |
| 8 | JNJ | Johnson & Johnson | +0.3% | +105.73% | 加碼 |
| 9 | CVX | Chevron CORP | +0.3% | +105.84% | 加碼 |
| 10 | COST | Costco Wholesale CORP | +0.3% | +81.35% | 加碼 |
| 11 | DE | Deere & Co | +0.3% | +167.85% | 加碼 |
| 12 | KO | Coca-cola Co/the | +0.3% | +74.88% | 加碼 |
| 13 | MCD | Mcdonald's CORP | +0.2% | +107.64% | 加碼 |
| 14 | GILD | Gilead Sciences Inc | +0.2% | +86.30% | 加碼 |
| 15 | CSCO | Cisco Systems Inc | +0.2% | +90.79% | 加碼 |
| 16 | VZ | Verizon Communications Inc | +0.2% | +105.99% | 加碼 |
| 17 | LMT | Lockheed Martin CORP | +0.2% | +123.48% | 加碼 |
| 18 | AMGN | Amgen Inc | +0.2% | +79.70% | 加碼 |
| 19 | MS | Morgan Stanley | +0.2% | +127.11% | 加碼 |
| 20 | EBAY | Ebay Inc | +0.2% | +102.25% | 加碼 |
| 21 | NOC | Northrop Grumman CORP | +0.2% | +100.99% | 加碼 |
| 22 | MRK | Merck & Co. Inc. | +0.2% | +76.35% | 加碼 |
| 23 | T | At&t Inc | +0.2% | +71.47% | 加碼 |
| 24 | CL | Colgate-palmolive Co | +0.2% | +93.24% | 加碼 |
| 25 | TRV | Travelers Cos Inc/the | +0.1% | +70.05% | 加碼 |
| 26 | ETN | Eaton Corporation plc | +0.1% | +56.60% | 加碼 |
| 27 | LIN | Linde plc | +0.1% | +93.67% | 加碼 |
| 28 | TXN | Texas Instruments Inc | +0.1% | +77.60% | 加碼 |
| 29 | LOW | Lowe's Cos Inc | +0.1% | +72.88% | 加碼 |
| 30 | EPD | Enterprise Products Partners | +0.1% | +47.46% | 加碼 |
| 31 | SU | Suncor Energy Inc | +0.1% | +35.81% | 加碼 |
| 32 | CRM | Salesforce Inc | +0.1% | +165.25% | 加碼 |
| 33 | JPM | Jpmorgan Chase & Co | +0.1% | +76.12% | 加碼 |
| 34 | SCHX | Schwab US Large-cap ETF | +0.1% | +101.50% | 加碼 |
| 35 | TDG | Transdigm Group Inc | 0% | +96.04% | 加碼 |
| 36 | LULU | Lululemon Athletica Inc | 0% | +131.77% | 加碼 |
| 37 | CB | Chubb Limited | 0% | +67.65% | 加碼 |
| 38 | V | Visa Inc-class A Shares | 0% | +84.65% | 加碼 |
| 39 | PG | Procter & Gamble Co/the | 0% | +60.13% | 加碼 |
| 40 | MET | Metlife Inc | 0% | +83.18% | 加碼 |
| 41 | TMUS | T-mobile US Inc | 0% | +53.41% | 加碼 |
| 42 | MU | Micron Technology Inc | 0% | +35.00% | 加碼 |
| 43 | C | Citigroup Inc | 0% | +63.61% | 加碼 |
| 44 | MMM | 3m Co | — | +72.98% | 加碼 |
| 45 | GOOGL | Alphabet Inc-cl A | — | +71.05% | 加碼 |
| 46 | QCOM | Qualcomm Inc | — | +107.00% | 加碼 |
| 47 | PH | Parker Hannifin CORP | 0% | +50.37% | 加碼 |
| 48 | DHR | Danaher CORP | 0% | +82.17% | 加碼 |
| 49 | GD | General Dynamics CORP | 0% | +50.71% | 加碼 |
| 50 | AMD | Advanced Micro Devices | 0% | +58.62% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Northern Financial Advisors Inc 在 Q1 2026 季度的美股持倉總市值約為 US$1.5億，共申報了 105 個公開持股部位。
在 Q1 2026 季度，Northern Financial Advisors Inc 按市值排列的前三大核心持股分別為：SPY (8.0%)、WMT (4.0%)、AVGO (3.5%)。其中最大持股部位 SPY 佔據整體投資組合約 8.0% 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
SLB
市值: US$77.2萬
本季最大獲利了結 / 清倉標的
IWD
前期市值: US$23.9萬
在 Q1 2026 季度中，Northern Financial Advisors Inc 共進行了 105 項持倉異動，包含新建倉 18 個部位、加碼 83 個部位、減碼 3 個部位以及清倉 1 個部位。 其中最大新建倉標的為 SLB。 本季清倉部位包含 IWD。
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。