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: 0001839430
申報總市值
US$10.7億
US$10.7億
176 檔
19.2%
Q1 2026 季度申報顯示，Oak Harvest Investment Services 揭露的美股組合總市值為 US$10.7億，涵蓋 176 個不同之權益投資部位。
Oak Harvest Investment Services 在 Q1 2026 進行了結構性的板塊輪動與部位換股。在開立 27 個全新部位及加碼 74 檔持股的同時，亦同步清倉 27 檔並減碼 64 檔標的。
檢視投資組合結構，前 5 大主力部位（包含 VGSH, VOO, AVGO）占據了總市值的 19.2%，展現出該機構在 Q1 2026 的重點資金聚焦與風險分佈特徵。
| # | 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 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 7.50% | -0.52% | +28.71% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 4.44% | -0.07% | -3.20% | |
| 3 | AVGO | Broadcom Inc | 股票-科技 | 3.69% | -0.68% | +59.41% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 3.26% | +0.41% | -0.31% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.60% | +0.51% | +3.19% | |
| 6 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.57% | -0.20% | -9.21% | |
| 7 | MS | Morgan Stanley | 股票-金融 | 2.24% | +0.58% | +2.78% | |
| 8 | RIO | Rio Tinto Plc-spon Adr | 股票-原物料 | 1.92% | -0.16% | +3.94% | |
| 9 | CSCO | Cisco Systems Inc | 股票-科技 | 1.89% | +0.53% | +6.39% | |
| 10 | KMI | Kinder Morgan, Inc. | 股票-能源 | 1.68% | -0.24% | +3.01% | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 1.61% | +0.92% | +11.41% | |
| 12 | AEM | Agnico Eagle Mines LTD | 股票-原物料 | 1.60% | -0.45% | -2.80% | |
| 13 | VUG | Vanguard Growth ETF | ETF-其他 | 1.55% | +0.04% | +6.79% | |
| 14 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 1.44% | -0.10% | +3.10% | |
| 15 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.43% | -0.70% | +1.08% | |
| 16 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.43% | -0.15% | +6.02% | |
| 17 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.40% | +0.23% | +196.34% | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.40% | -0.07% | -3.10% | |
| 19 | SUB | Ishares Short-term National | ETF-其他 | 1.38% | -0.08% | +2.69% | |
| 20 | DUK | Duke Energy CORP | 股票-公用事業 | 1.33% | -0.18% | +3.90% | |
| 21 | CVX | Chevron CORP | 股票-能源 | 1.29% | -0.35% | +4.32% | |
| 22 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.27% | -0.53% | +126.43% | |
| 23 | BLK | Blackrock Inc | 股票-金融 | 1.24% | -1.22% | -99.23% | |
| 24 | ETN | Eaton Corporation plc | 股票-工業 | 1.20% | +0.74% | +18.05% | |
| 25 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.17% | -1.17% | EXIT | |
| 26 | UNP | Union Pacific CORP | 股票-工業 | 1.15% | +0.03% | +122.54% | |
| 27 | NUE | Nucor CORP | 股票-原物料 | 1.12% | +0.24% | +63.20% | |
| 28 | AMLP | Alerian Mlp ETF | ETF-其他 | 1.10% | -0.11% | +10.10% | |
| 29 | RTX | Rtx CORP | 股票-工業 | 1.10% | -1.01% | +47.91% | |
| 30 | SCCO | Southern Copper CORP | 股票-原物料 | 1.08% | +0.52% | +13.19% | |
| 31 | FANG | Diamondback Energy Inc | 股票-能源 | 1.07% | -0.21% | +8.30% | |
| 32 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 1.05% | -0.08% | -5.10% | |
| 33 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.05% | -0.05% | +0.32% | |
| 34 | CIEN | Ciena CORP | 股票-科技 | 1.03% | -0.46% | -11.36% | |
| 35 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.02% | -0.21% | +3.10% | |
| 36 | HD | Home Depot Inc | 股票-循環性消費 | 0.90% | -0.01% | +4.17% | |
| 37 | EXE | Expand Energy CORP | 股票-能源 | 0.90% | -0.88% | +8.78% | |
| 38 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.88% | +0.06% | +57.63% | |
| 39 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.87% | -0.19% | +5.25% | |
| 40 | AMGN | Amgen Inc | 股票-醫療保健 | 0.87% | -0.06% | +3.16% | |
| 41 | CME | Cme Group Inc | 股票-金融 | 0.86% | +0.01% | +3.85% | |
| 42 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 0.84% | +0.01% | +6.56% | |
| 43 | DE | Deere & Co | 股票-工業 | 0.84% | -0.70% | -13.77% | |
| 44 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.83% | -0.03% | -4.87% | |
| 45 | FIX | Comfort Systems USA Inc | 股票-工業 | 0.80% | -0.22% | -10.10% | |
| 46 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.79% | +0.30% | +118.24% | |
| 47 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資等級公司債 | 0.78% | -0.09% | +36.10% | |
| 48 | COHR | Coherent CORP | 股票-科技 | 0.75% | +0.05% | -0.77% | |
| 49 | VRT | Vertiv Holdings Co-a | 股票-工業 | 0.72% | -0.18% | +1.24% | |
| 50 | XOM | Exxon Mobil CORP | 股票-能源 | 0.70% | -0.18% | +1.10% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VGSH | Vanguard Short-term Treasury | +1.4% | +28.71% | 加碼 |
| 2 | AVGO | Broadcom Inc | +1% | +59.41% | 加碼 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.9% | +196.34% | 加碼 |
| 4 | SCHW | Schwab (charles) CORP | +0.6% | +126.43% | 加碼 |
| 5 | UNP | Union Pacific CORP | +0.6% | +122.54% | 加碼 |
| 6 | FLS | Flowserve CORP | +0.6% | +496.15% | 加碼 |
| 7 | NUE | Nucor CORP | +0.4% | +63.20% | 加碼 |
| 8 | SBUX | Starbucks CORP | +0.4% | +118.24% | 加碼 |
| 9 | META | Meta Platforms Inc-class A | +0.4% | +887.20% | 加碼 |
| 10 | DPZ | Domino's Pizza Inc | +0.4% | +434.96% | 加碼 |
| 11 | RTX | Rtx CORP | +0.4% | +47.91% | 加碼 |
| 12 | CVX | Chevron CORP | +0.3% | +4.32% | 加碼 |
| 13 | MRVL | Marvell Technology Inc | +0.3% | +157.64% | 加碼 |
| 14 | CIEN | Ciena CORP | +0.3% | -11.36% | 減碼 |
| 15 | FANG | Diamondback Energy Inc | +0.3% | +8.30% | 加碼 |
| 16 | KMI | Kinder Morgan, Inc. | +0.3% | +3.01% | 加碼 |
| 17 | ABBV | Abbvie Inc | +0.3% | +57.63% | 加碼 |
| 18 | KLAC | Kla CORP | +0.3% | +63.56% | 加碼 |
| 19 | RIO | Rio Tinto Plc-spon Adr | +0.3% | +3.94% | 加碼 |
| 20 | ETN | Eaton Corporation plc | +0.3% | +18.05% | 加碼 |
| 21 | SCCO | Southern Copper CORP | +0.3% | +13.19% | 加碼 |
| 22 | VRT | Vertiv Holdings Co-a | +0.2% | +1.24% | 加碼 |
| 23 | BLK | Blackrock Inc | +0.2% | -99.23% | 減碼 |
| 24 | COST | Costco Wholesale CORP | +0.2% | +6.02% | 加碼 |
| 25 | JNJ | Johnson & Johnson | +0.2% | +1.08% | 加碼 |
| 26 | XOM | Exxon Mobil CORP | +0.2% | +1.10% | 加碼 |
| 27 | VCSH | Vanguard S/t CORP Bond ETF | +0.2% | +36.10% | 加碼 |
| 28 | KEYS | Keysight Technologies In | +0.2% | +4.75% | 加碼 |
| 29 | AMLP | Alerian Mlp ETF | +0.2% | +10.10% | 加碼 |
| 30 | FIX | Comfort Systems USA Inc | +0.2% | -10.10% | 減碼 |
| 31 | AEM | Agnico Eagle Mines LTD | +0.2% | -2.80% | 減碼 |
| 32 | FTI | TechnipFMC plc | +0.2% | -12.06% | 減碼 |
| 33 | DUK | Duke Energy CORP | +0.1% | +3.90% | 加碼 |
| 34 | COHR | Coherent CORP | +0.1% | -0.77% | 減碼 |
| 35 | MDB | Mongodb Inc | +0.1% | +223.60% | 加碼 |
| 36 | PLAB | Photronics Inc | +0.1% | +66.67% | 加碼 |
| 37 | MRK | Merck & Co. Inc. | +0.1% | +0.32% | 加碼 |
| 38 | PM | Philip Morris International | +0.1% | +21.99% | 加碼 |
| 39 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +271.16% | 加碼 |
| 40 | PLTR | Palantir Technologies Inc-a | +0.1% | +59.42% | 加碼 |
| 41 | PEP | Pepsico Inc | +0.1% | +5.25% | 加碼 |
| 42 | AMAT | Applied Materials Inc | +0.1% | -2.97% | 減碼 |
| 43 | CME | Cme Group Inc | +0.1% | +3.85% | 加碼 |
| 44 | CGNX | Cognex CORP | +0.1% | -10.09% | 減碼 |
| 45 | MPWR | Monolithic Power Systems Inc | +0.1% | +0.34% | 加碼 |
| 46 | CSCO | Cisco Systems Inc | +0.1% | +6.39% | 加碼 |
| 47 | CFR | Cullen/frost Bankers Inc | +0.1% | +5.34% | 加碼 |
| 48 | AMGN | Amgen Inc | +0.1% | +3.16% | 加碼 |
| 49 | EW | Edwards Lifesciences CORP | 0% | +21.70% | 加碼 |
| 50 | CAT | Caterpillar Inc | 0% | -2.77% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Oak Harvest Investment Services 在 Q1 2026 季度的美股持倉總市值約為 US$10.7億，共申報了 176 個公開持股部位。
在 Q1 2026 季度，Oak Harvest Investment Services 按市值排列的前三大核心持股分別為：VGSH (7.5%)、VOO (4.4%)、AVGO (3.7%)。其中最大持股部位 VGSH 佔據整體投資組合約 7.5% 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
CSPF
市值: US$648.4萬
本季最大獲利了結 / 清倉標的
MCO
前期市值: US$1225.1萬
在 Q1 2026 季度中，Oak Harvest Investment Services 共進行了 192 項持倉異動，包含新建倉 27 個部位、加碼 74 個部位、減碼 64 個部位以及清倉 27 個部位。 其中最大新建倉標的為 CSPF。 本季清倉部位包含 MCO。
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。