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: 0001423442
申報總市值
US$216.9億
US$216.9億
2624 檔
13.7%
在 Q1 2026 的 13F 官方備案中，O'shaughnessy Asset Management, LLC 管理的美股投資組合規模來到 US$216.9億，整體持股檔數為 2624 檔。
O'shaughnessy Asset Management, LLC 於 Q1 2026 展現出進攻型調倉步調，本季推動了 2 檔股票的新建倉與 136 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
在資產配置集中度方面，O'shaughnessy Asset Management, LLC 的前 5 大核心持股（包含 AAPL, NVDA, MSFT 等）合計佔整體申報市值的 13.7%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 2624 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 | AAPL | Apple Inc | 股票-科技 | 4.59% | +0.88% | +46.20% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 4.10% | -0.29% | +26.14% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.42% | -0.39% | +10.83% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.89% | — | +21.59% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.81% | -0.02% | +17.26% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 1.50% | -0.04% | +19.23% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.41% | +0.05% | +28.07% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.25% | -0.06% | +4.75% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.20% | +0.10% | +576.81% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.17% | -0.33% | +28.97% | |
| 11 | XOM | Exxon Mobil CORP | 股票-能源 | 1.09% | -0.33% | +42.82% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.07% | -0.06% | +7.93% | |
| 13 | WMT | Walmart Inc | 股票-非循環性消費 | 0.96% | -0.17% | +13.82% | |
| 14 | TSLA | Tesla Inc | 股票-循環性消費 | 0.94% | -0.10% | +24.83% | |
| 15 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.86% | +0.10% | +34.33% | |
| 16 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.84% | -0.09% | +11.45% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.76% | -0.06% | +7.15% | |
| 18 | MO | Altria Group Inc | 股票-非循環性消費 | 0.73% | +0.02% | +7.65% | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 0.72% | — | +15.29% | |
| 20 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.69% | +0.19% | +7.29% | |
| 21 | HCA | Hca Healthcare Inc | 股票-醫療保健 | 0.65% | -0.18% | +10.45% | |
| 22 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.61% | -0.15% | +45.77% | |
| 23 | TPR | Tapestry Inc | 股票-循環性消費 | 0.60% | -0.13% | -0.51% | |
| 24 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 0.60% | -0.03% | +3.94% | |
| 25 | CVX | Chevron CORP | 股票-能源 | 0.58% | -0.22% | +8.74% | |
| 26 | C | Citigroup Inc | 股票-金融 | 0.54% | +0.12% | +20.20% | |
| 27 | SYF | Synchrony Financial | 股票-金融 | 0.51% | +0.04% | +5.81% | |
| 28 | WFC | Wells Fargo & Co | 股票-金融 | 0.50% | -0.14% | -9.27% | |
| 29 | EBAY | Ebay Inc | 股票-循環性消費 | 0.50% | -0.03% | +20.64% | |
| 30 | BAC | Bank Of America CORP | 股票-金融 | 0.50% | +0.09% | +3.39% | |
| 31 | GM | General Motors Co | 股票-循環性消費 | 0.49% | +0.02% | -5.41% | |
| 32 | CAT | Caterpillar Inc | 股票-工業 | 0.48% | +0.13% | -26.09% | |
| 33 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.48% | -0.11% | +17.24% | |
| 34 | MA | Mastercard Inc - A | 股票-金融 | 0.46% | -0.08% | +10.76% | |
| 35 | NFLX | Netflix Inc | 股票-通訊服務 | 0.46% | -0.21% | +16.54% | |
| 36 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.45% | -0.12% | +6.28% | |
| 37 | CSCO | Cisco Systems Inc | 股票-科技 | 0.44% | +0.17% | +1.82% | |
| 38 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.43% | -0.03% | +17.48% | |
| 39 | HD | Home Depot Inc | 股票-循環性消費 | 0.42% | -0.02% | +22.99% | |
| 40 | PFE | Pfizer Inc | 股票-醫療保健 | 0.40% | -0.16% | +9.91% | |
| 41 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.40% | -0.10% | +39.21% | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.39% | -0.02% | +17.61% | |
| 43 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.38% | -0.01% | +3.04% | |
| 44 | JBL | Jabil Inc | 股票-科技 | 0.38% | +0.05% | -12.46% | |
| 45 | RTX | Rtx CORP | 股票-工業 | 0.37% | -0.10% | -20.34% | |
| 46 | MU | Micron Technology Inc | 股票-科技 | 0.37% | +0.84% | +32.52% | |
| 47 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.36% | -0.01% | +3.44% | |
| 48 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.36% | -0.06% | +27.07% | |
| 49 | MET | Metlife Inc | 股票-金融 | 0.36% | +0.01% | -7.63% | |
| 50 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.35% | -0.03% | +22.09% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1% | +576.81% | 加碼 |
| 2 | AAPL | Apple Inc | +0.9% | +46.20% | 加碼 |
| 3 | XOM | Exxon Mobil CORP | +0.5% | +42.82% | 加碼 |
| 4 | NVDA | Nvidia CORP | +0.2% | +26.14% | 加碼 |
| 5 | COST | Costco Wholesale CORP | +0.2% | +45.77% | 加碼 |
| 6 | CVX | Chevron CORP | +0.2% | +8.74% | 加碼 |
| 7 | DVN | Devon Energy CORP | +0.2% | +146.61% | 加碼 |
| 8 | JNJ | Johnson & Johnson | +0.1% | +11.45% | 加碼 |
| 9 | KR | Kroger Co | +0.1% | +122.24% | 加碼 |
| 10 | WMT | Walmart Inc | +0.1% | +13.82% | 加碼 |
| 11 | WDC | Western Digital CORP | +0.1% | +28.63% | 加碼 |
| 12 | LRCX | Lam Research CORP | +0.1% | +39.01% | 加碼 |
| 13 | MTB | M & T Bank CORP | +0.1% | +110.83% | 加碼 |
| 14 | VZ | Verizon Communications Inc | +0.1% | +17.24% | 加碼 |
| 15 | MU | Micron Technology Inc | +0.1% | +32.52% | 加碼 |
| 16 | AMAT | Applied Materials Inc | +0.1% | +31.47% | 加碼 |
| 17 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +128.19% | 加碼 |
| 18 | STX | Seagate Technology Holdings plc | +0.1% | +27.35% | 加碼 |
| 19 | GEV | GE Vernova Inc | +0.1% | +26.56% | 加碼 |
| 20 | DLTR | Dollar Tree Inc | +0.1% | +386.27% | 加碼 |
| 21 | MPC | Marathon Petroleum CORP | +0.1% | +0.21% | 加碼 |
| 22 | MRK | Merck & Co. Inc. | +0.1% | +27.07% | 加碼 |
| 23 | UPS | United Parcel Service-cl B | +0.1% | +133.77% | 加碼 |
| 24 | GOOG | Alphabet Inc-cl C | +0.1% | +28.07% | 加碼 |
| 25 | EOG | Eog Resources Inc | +0.1% | +5.55% | 加碼 |
| 26 | LIN | Linde plc | +0.1% | +44.84% | 加碼 |
| 27 | PFG | Principal Financial Group | +0.1% | +80.24% | 加碼 |
| 28 | XLK | Ss Technology Select Sector | +0.1% | +107.33% | 加碼 |
| 29 | MO | Altria Group Inc | +0.1% | +7.65% | 加碼 |
| 30 | CMCSA | Comcast Corp-class A | +0.1% | +39.21% | 加碼 |
| 31 | KLAC | Kla CORP | +0.1% | +22.74% | 加碼 |
| 32 | KHC | Kraft Heinz Co/the | +0.1% | +48.70% | 加碼 |
| 33 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +105.16% | 加碼 |
| 34 | CI | THE Cigna Group | +0.1% | +57.18% | 加碼 |
| 35 | EBAY | Ebay Inc | +0.1% | +20.64% | 加碼 |
| 36 | KO | Coca-cola Co/the | +0.1% | +22.09% | 加碼 |
| 37 | IEMG | Ishares Core Msci Emerging | +0.1% | +104.37% | 加碼 |
| 38 | CARR | Carrier Global CORP | +0.1% | +158.69% | 加碼 |
| 39 | HAL | Halliburton Co | +0.1% | +32.01% | 加碼 |
| 40 | SNDK | Sandisk CORP | +0.1% | +98.04% | 加碼 |
| 41 | PSX | Phillips 66 | +0.1% | +8.31% | 加碼 |
| 42 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +7.29% | 加碼 |
| 43 | ASML | ASML Holding N.V. | +0.1% | +17.33% | 加碼 |
| 44 | CTVA | Corteva Inc | +0.1% | +24.88% | 加碼 |
| 45 | NEE | Nextera Energy Inc | +0.1% | +20.64% | 加碼 |
| 46 | ACWX | Ishares Msci Acwi Ex US ETF | +0.1% | +54.91% | 加碼 |
| 47 | NVR | Nvr Inc | +0.1% | +118.00% | 加碼 |
| 48 | DE | Deere & Co | +0.1% | +27.47% | 加碼 |
| 49 | XLI | Ss Industrial Select Sector | +0.1% | +220.10% | 加碼 |
| 50 | PFE | Pfizer Inc | 0% | +9.91% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，O'shaughnessy Asset Management, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$216.9億，共申報了 2624 個公開持股部位。
在 Q1 2026 季度，O'shaughnessy Asset Management, LLC 按市值排列的前三大核心持股分別為：AAPL (4.6%)、NVDA (4.1%)、MSFT (2.4%)。其中最大持股部位 AAPL 佔據整體投資組合約 4.6% 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
AZN
市值: US$3365.6萬
本季最大獲利了結 / 清倉標的
AZNN
前期市值: US$3046.4萬
在 Q1 2026 季度中，O'shaughnessy Asset Management, LLC 共進行了 200 項持倉異動，包含新建倉 2 個部位、加碼 136 個部位、減碼 59 個部位以及清倉 3 個部位。 其中最大新建倉標的為 AZN。 本季清倉部位包含 AZNN。
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。