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
168 檔
21.2%
截至 Q2 2026 季度末，Oak Harvest Investment Services 的美股持倉估值約為 US$10.7億，全數申報部位共有 168 檔。
Oak Harvest Investment Services 在 Q2 2026 進行了結構性的板塊輪動與部位換股。在開立 28 個全新部位及加碼 62 檔持股的同時，亦同步清倉 36 檔並減碼 63 檔標的。
檢視投資組合結構，前 5 大主力部位（包含 VGSH, VOO, AAPL）占據了總市值的 21.2%，展現出該機構在 Q2 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 | 6.98% | +0.31% | +4.62% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 4.37% | — | -4.11% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.67% | +0.16% | +10.27% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.11% | -0.23% | +20.03% | |
| 5 | AVGO | Broadcom Inc | 股票-科技 | 3.01% | -0.80% | -25.19% | |
| 6 | MS | Morgan Stanley | 股票-金融 | 2.82% | -0.79% | +10.70% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 2.53% | -0.79% | +53.40% | |
| 8 | CSCO | Cisco Systems Inc | 股票-科技 | 2.42% | -0.14% | -5.57% | |
| 9 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 2.37% | -0.07% | -3.55% | |
| 10 | ETN | Eaton Corporation plc | 股票-工業 | 1.94% | -0.59% | +51.30% | |
| 11 | RIO | Rio Tinto Plc-spon Adr | 股票-原物料 | 1.76% | — | +0.36% | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.63% | +0.53% | +5.12% | |
| 13 | SCCO | Southern Copper CORP | 股票-原物料 | 1.60% | +0.41% | +63.06% | |
| 14 | VUG | Vanguard Growth ETF | ETF-其他 | 1.59% | +0.06% | +483.30% | |
| 15 | KMI | Kinder Morgan, Inc. | 股票-能源 | 1.44% | -0.03% | +0.47% | |
| 16 | CAT | Caterpillar Inc | 股票-工業 | 1.39% | -0.26% | +272.01% | |
| 17 | NUE | Nucor CORP | 股票-原物料 | 1.36% | +0.10% | +3.00% | |
| 18 | CSPF | C&s Pref & Income Active ETF | ETF-其他 | 1.35% | +0.19% | +119.06% | |
| 19 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 1.34% | +0.06% | +4.37% | |
| 20 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.33% | -0.03% | -3.28% | |
| 21 | SUB | Ishares Short-term National | ETF-其他 | 1.30% | +0.04% | +5.28% | |
| 22 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.28% | -1.13% | +7.09% | |
| 23 | CI | THE Cigna Group | 股票-醫療保健 | 1.25% | -1.25% | EXIT | |
| 24 | UNP | Union Pacific CORP | 股票-工業 | 1.18% | +0.05% | +2.49% | |
| 25 | DUK | Duke Energy CORP | 股票-公用事業 | 1.15% | -0.06% | +0.67% | |
| 26 | AEM | Agnico Eagle Mines LTD | 股票-原物料 | 1.15% | +0.62% | +5.40% | |
| 27 | SBUX | Starbucks CORP | 股票-循環性消費 | 1.09% | — | +34.14% | |
| 28 | ✓ | Raytheon Technologies CORP | 股票-其他 | 1.07% | -1.07% | EXIT | |
| 29 | KLAC | Kla CORP | 股票-科技 | 1.05% | -1.02% | +926.90% | |
| 30 | MRVL | Marvell Technology Inc | 股票-科技 | 1.03% | -0.16% | -28.15% | |
| 31 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.00% | -0.03% | -0.49% | |
| 32 | AMLP | Alerian Mlp ETF | ETF-其他 | 0.99% | +0.05% | +2.52% | |
| 33 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型股與成長 | 0.97% | — | -3.82% | |
| 34 | TXN | Texas Instruments Inc | 股票-科技 | 0.95% | -0.01% | +1354.44% | |
| 35 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.94% | +0.16% | +3.59% | |
| 36 | CVX | Chevron CORP | 股票-能源 | 0.94% | +0.25% | +1.07% | |
| 37 | HD | Home Depot Inc | 股票-循環性消費 | 0.89% | -0.22% | +3.18% | |
| 38 | PM | Philip Morris International | 股票-非循環性消費 | 0.89% | +0.09% | +42.74% | |
| 39 | CME | Cme Group Inc | 股票-金融 | 0.87% | +0.24% | +51.52% | |
| 40 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.86% | +0.40% | +326.28% | |
| 41 | FANG | Diamondback Energy Inc | 股票-能源 | 0.86% | +0.49% | +0.74% | |
| 42 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 0.85% | +0.01% | -3.31% | |
| 43 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.82% | +0.03% | +668.40% | |
| 44 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.81% | -0.07% | +2.30% | |
| 45 | AMGN | Amgen Inc | 股票-醫療保健 | 0.81% | +0.16% | +1.40% | |
| 46 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股與成長 | 0.80% | -0.03% | -4.02% | |
| 47 | COHR | Coherent CORP | 股票-科技 | 0.80% | -0.20% | -27.96% | |
| 48 | CGNX | Cognex CORP | 股票-科技 | 0.78% | -0.11% | +31.94% | |
| 49 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.74% | +0.09% | -33.90% | |
| 50 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.73% | +0.56% | -45.01% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CI | THE Cigna Group | +1.3% | NEW | 新建倉 |
| 2 | CAT | Caterpillar Inc | +1.1% | +272.01% | 加碼 |
| 3 | ✓ | Raytheon Technologies CORP | +1.1% | NEW | 新建倉 |
| 4 | NVDA | Nvidia CORP | +0.9% | +53.40% | 加碼 |
| 5 | TXN | Texas Instruments Inc | +0.9% | +1354.44% | 加碼 |
| 6 | ETN | Eaton Corporation plc | +0.7% | +51.30% | 加碼 |
| 7 | CSPF | C&s Pref & Income Active ETF | +0.7% | +119.06% | 加碼 |
| 8 | AMZN | Amazon.com Inc | +0.7% | +326.28% | 加碼 |
| 9 | TER | Teradyne Inc | +0.6% | NEW | 新建倉 |
| 10 | BNY | Bank Of New York Mellon CORP | +0.6% | NEW | 新建倉 |
| 11 | MS | Morgan Stanley | +0.6% | +10.70% | 加碼 |
| 12 | CSCO | Cisco Systems Inc | +0.5% | -5.57% | 減碼 |
| 13 | SCCO | Southern Copper CORP | +0.5% | +63.06% | 加碼 |
| 14 | GEV | GE Vernova Inc | +0.5% | NEW | 新建倉 |
| 15 | JPM | Jpmorgan Chase & Co | +0.5% | +20.03% | 加碼 |
| 16 | MRVL | Marvell Technology Inc | +0.5% | -28.15% | 減碼 |
| 17 | KLAC | Kla CORP | +0.5% | +926.90% | 加碼 |
| 18 | FFIV | F5 Inc | +0.5% | +134.59% | 加碼 |
| 19 | EVR | Evercore Inc - A | +0.5% | NEW | 新建倉 |
| 20 | AAPL | Apple Inc | +0.4% | +10.27% | 加碼 |
| 21 | CBOE | Cboe Global Markets Inc | +0.4% | NEW | 新建倉 |
| 22 | WMT | Walmart Inc | +0.4% | +143.88% | 加碼 |
| 23 | HAL | Halliburton Co | +0.4% | NEW | 新建倉 |
| 24 | CGNX | Cognex CORP | +0.3% | +31.94% | 加碼 |
| 25 | SBUX | Starbucks CORP | +0.3% | +34.14% | 加碼 |
| 26 | AMAT | Applied Materials Inc | +0.3% | +0.05% | 加碼 |
| 27 | ✓ | Edwards Lifesciences Corp | +0.3% | NEW | 新建倉 |
| 28 | PM | Philip Morris International | +0.3% | +42.74% | 加碼 |
| 29 | URI | United Rentals Inc | +0.3% | NEW | 新建倉 |
| 30 | NUE | Nucor CORP | +0.2% | +3.00% | 加碼 |
| 31 | TWLO | Twilio Inc - A | +0.2% | +3.38% | 加碼 |
| 32 | AEIS | Advanced Energy Industries | +0.2% | NEW | 新建倉 |
| 33 | SANM | Sanmina CORP | +0.2% | NEW | 新建倉 |
| 34 | GOOGL | Alphabet Inc-cl A | +0.2% | +5.12% | 加碼 |
| 35 | DELL | Dell Technologies -c | +0.2% | +295.08% | 加碼 |
| 36 | PANW | Palo Alto Networks Inc | +0.2% | NEW | 新建倉 |
| 37 | TKR | Timken Co | +0.2% | NEW | 新建倉 |
| 38 | SNOW | Snowflake Inc | +0.2% | NEW | 新建倉 |
| 39 | CLS | Celestica Inc | +0.2% | +22.40% | 加碼 |
| 40 | MPWR | Monolithic Power Systems Inc | +0.1% | +17.45% | 加碼 |
| 41 | VGT | Vanguard Info Tech ETF | +0.1% | +668.40% | 加碼 |
| 42 | WST | West Pharmaceutical Services | +0.1% | NEW | 新建倉 |
| 43 | AKAM | Akamai Technologies Inc | +0.1% | +33.02% | 加碼 |
| 44 | KEYS | Keysight Technologies In | +0.1% | +5.46% | 加碼 |
| 45 | UTHR | United Therapeutics CORP | +0.1% | +100.00% | 加碼 |
| 46 | FNV | Franco-nevada CORP | +0.1% | NEW | 新建倉 |
| 47 | TEVA | Teva Pharmaceutical-sp Adr | +0.1% | +23.46% | 加碼 |
| 48 | LLY | Eli Lilly & Co | +0.1% | +12.68% | 加碼 |
| 49 | STX | Seagate Technology Holdings plc | +0.1% | -13.22% | 減碼 |
| 50 | ABBV | Abbvie Inc | +0.1% | +3.59% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Oak Harvest Investment Services 在 Q2 2026 季度的美股持倉總市值約為 US$10.7億，共申報了 168 個公開持股部位。
在 Q2 2026 季度，Oak Harvest Investment Services 按市值排列的前三大核心持股分別為：VGSH (7.0%)、VOO (4.4%)、AAPL (3.7%)。其中最大持股部位 VGSH 佔據整體投資組合約 7.0% 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
CI
市值: US$1341.5萬
本季最大獲利了結 / 清倉標的
PFF
前期市值: US$1124.5萬
在 Q2 2026 季度中，Oak Harvest Investment Services 共進行了 189 項持倉異動，包含新建倉 28 個部位、加碼 62 個部位、減碼 63 個部位以及清倉 36 個部位。 其中最大新建倉標的為 CI。 本季清倉部位包含 PFF。
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。