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: 0001744348
申報總市值
US$5.1億
US$5.1億
237 檔
11.5%
在 Q1 2026 的 13F 官方備案中，Old Port Advisors 管理的美股投資組合規模來到 US$5.1億，整體持股檔數為 237 檔。
Old Port Advisors 於 Q1 2026 展現出進攻型調倉步調，本季推動了 19 檔股票的新建倉與 105 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，Old Port Advisors 的前 5 大核心持股（包含 STX, IAU, MSFT 等）合計佔整體申報市值的 11.5%，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 237 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 | STX | Seagate Technology Holdings plc | 股票-科技 | 2.89% | +2.88% | -3.63% | |
| 2 | IAU | Ishares Gold Trust | ETF-避險與商品 | 2.88% | -0.71% | -1.91% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.61% | -0.37% | -0.75% | |
| 4 | GLW | Corning Inc | 股票-科技 | 2.61% | +1.42% | -2.03% | |
| 5 | VSLU | Applied Finance Valuat ETF | ETF-其他 | 2.39% | +0.09% | +19.48% | |
| 6 | SMTH | Alps Smth Cor Bd Plus ETF | ETF-其他 | 2.29% | -0.10% | +13.73% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 2.17% | -0.05% | +1.12% | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.89% | -0.23% | +2.82% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.75% | -0.04% | +0.25% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.71% | -0.05% | +0.10% | |
| 11 | DSTL | Distillate US Fundamental St | ETF-其他 | 1.64% | -0.17% | +1.68% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 1.53% | -0.01% | -0.23% | |
| 13 | TBLL | Invesco Short Term Treasury | ETF-政府公債 | 1.47% | -0.31% | +27.98% | |
| 14 | AVGO | Broadcom Inc | 股票-科技 | 1.45% | +0.06% | -1.88% | |
| 15 | MLPX | Global X Mlp & Energy Infras | ETF-其他 | 1.34% | -0.60% | +0.05% | |
| 16 | CAT | Caterpillar Inc | 股票-工業 | 1.21% | +0.36% | +0.53% | |
| 17 | IBM | Intl Business Machines CORP | 股票-科技 | 1.15% | -0.01% | -0.22% | |
| 18 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-其他 | 1.13% | -0.48% | -33.18% | |
| 19 | HSBC | Hsbc Holdings Plc-spons Adr | 股票-金融 | 1.12% | -0.01% | -0.86% | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.10% | -0.07% | +2.98% | |
| 21 | DEM | Wisdomtree Emerging Markets | ETF-新興市場 | 1.05% | -0.05% | +26.17% | |
| 22 | CSCO | Cisco Systems Inc | 股票-科技 | 1.05% | +0.29% | +1.73% | |
| 23 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.03% | +0.12% | -1.04% | |
| 24 | BSCS | Invesco Bulletshares 2028 Cb | ETF-其他 | 1.02% | -0.14% | +9.60% | |
| 25 | INTC | Intel CORP | 股票-科技 | 1.02% | +1.59% | +0.01% | |
| 26 | CVX | Chevron CORP | 股票-能源 | 1.00% | -0.32% | +5.63% | |
| 27 | FLLA | Franklin Ftse Latin America | ETF-其他 | 1.00% | -0.19% | +20.32% | |
| 28 | NGG | National Grid Plc-sp Adr | 股票-公用事業 | 0.99% | -0.16% | +0.90% | |
| 29 | RYN | Rayonier Inc | 股票-房地產 | 0.97% | -0.10% | +221.50% | |
| 30 | BSCR | Invesco Bulletshares 2027 Cb | ETF-其他 | 0.91% | -0.16% | -0.55% | |
| 31 | WM | Waste Management Inc | 股票-工業 | 0.91% | -0.17% | +1.03% | |
| 32 | IDXX | Idexx Laboratories Inc | 股票-醫療保健 | 0.91% | -0.18% | -3.77% | |
| 33 | GSK | Gsk Plc-spon Adr | 股票-醫療保健 | 0.87% | -0.15% | +0.49% | |
| 34 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-其他 | 0.78% | +0.39% | +1033.30% | |
| 35 | VOD | Vodafone Group Plc-sp Adr | 股票-通訊服務 | 0.78% | -0.19% | +0.58% | |
| 36 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-其他 | 0.76% | -0.09% | +22.99% | |
| 37 | NVS | Novartis Ag-sponsored Adr | 股票-醫療保健 | 0.74% | -0.08% | +0.52% | |
| 38 | BSCT | Invesco Bulletshares 2029 Cb | ETF-其他 | 0.74% | -0.09% | +18.12% | |
| 39 | LYB | LyondellBasell Industries N.V. | 股票-原物料 | 0.73% | -0.29% | +23.04% | |
| 40 | T | At&t Inc | 股票-通訊服務 | 0.72% | -0.26% | +3.22% | |
| 41 | RY | Royal Bank Of Canada | 股票-金融 | 0.72% | +0.06% | +1.13% | |
| 42 | PFE | Pfizer Inc | 股票-醫療保健 | 0.71% | -0.17% | +8.86% | |
| 43 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-其他 | 0.71% | -0.14% | -10.11% | |
| 44 | BKLN | Invesco Senior Loan ETF | ETF-其他 | 0.70% | -0.10% | +4.13% | |
| 45 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.70% | -0.09% | +3.90% | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.68% | -0.12% | -22.41% | |
| 47 | UL | Unilever Plc-sponsored Adr | 股票-非循環性消費 | 0.67% | -0.02% | +3.04% | |
| 48 | NFG | National Fuel Gas Co | 股票-能源 | 0.67% | -0.19% | +1.48% | |
| 49 | ENB | Enbridge Inc | 股票-能源 | 0.67% | -0.09% | +2.46% | |
| 50 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.67% | -0.07% | -3.99% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GLW | Corning Inc | +0.8% | -2.03% | 減碼 |
| 2 | IBTI | Ishares Ibonds Dec 2028 Term | +0.7% | +1033.30% | 加碼 |
| 3 | STX | Seagate Technology Holdings plc | +0.6% | -3.63% | 減碼 |
| 4 | RYN | Rayonier Inc | +0.6% | +221.50% | 加碼 |
| 5 | LYB | LyondellBasell Industries N.V. | +0.4% | +23.04% | 加碼 |
| 6 | CVX | Chevron CORP | +0.3% | +5.63% | 加碼 |
| 7 | FLLA | Franklin Ftse Latin America | +0.3% | +20.32% | 加碼 |
| 8 | TBLL | Invesco Short Term Treasury | +0.2% | +27.98% | 加碼 |
| 9 | DEM | Wisdomtree Emerging Markets | +0.2% | +26.17% | 加碼 |
| 10 | MLPX | Global X Mlp & Energy Infras | +0.2% | +0.05% | 加碼 |
| 11 | CAT | Caterpillar Inc | +0.2% | +0.53% | 加碼 |
| 12 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +2.82% | 加碼 |
| 13 | XOM | Exxon Mobil CORP | +0.1% | +11.47% | 加碼 |
| 14 | VSLU | Applied Finance Valuat ETF | +0.1% | +19.48% | 加碼 |
| 15 | SHEL | Shell Plc-adr | +0.1% | +10.80% | 加碼 |
| 16 | SMTH | Alps Smth Cor Bd Plus ETF | +0.1% | +13.73% | 加碼 |
| 17 | INTC | Intel CORP | +0.1% | +0.01% | 加碼 |
| 18 | LMT | Lockheed Martin CORP | +0.1% | +8.32% | 加碼 |
| 19 | PFE | Pfizer Inc | +0.1% | +8.86% | 加碼 |
| 20 | EIX | Edison International | +0.1% | +5.76% | 加碼 |
| 21 | PWR | Quanta Services Inc | +0.1% | +0.48% | 加碼 |
| 22 | VLO | Valero Energy CORP | +0.1% | +5.14% | 加碼 |
| 23 | T | At&t Inc | +0.1% | +3.22% | 加碼 |
| 24 | VNQI | Vanguard Glbl Ex-us Real Est | +0.1% | +22.99% | 加碼 |
| 25 | GILD | Gilead Sciences Inc | +0.1% | +13.69% | 加碼 |
| 26 | MRNA | Moderna Inc | +0.1% | +30.93% | 加碼 |
| 27 | NFG | National Fuel Gas Co | +0.1% | +1.48% | 加碼 |
| 28 | RIO | Rio Tinto Plc-spon Adr | +0.1% | +2.29% | 加碼 |
| 29 | NEM | Newmont CORP | +0.1% | +10.30% | 加碼 |
| 30 | BSCT | Invesco Bulletshares 2029 Cb | +0.1% | +18.12% | 加碼 |
| 31 | VOD | Vodafone Group Plc-sp Adr | +0.1% | +0.58% | 加碼 |
| 32 | HON | Honeywell International Inc | +0.1% | +3.04% | 加碼 |
| 33 | GEV | GE Vernova Inc | +0.1% | -0.61% | 減碼 |
| 34 | GSK | Gsk Plc-spon Adr | +0.1% | +0.49% | 加碼 |
| 35 | ENB | Enbridge Inc | +0.1% | +2.46% | 加碼 |
| 36 | JNJ | Johnson & Johnson | +0.1% | +9.47% | 加碼 |
| 37 | PPL | Ppl CORP | +0.1% | +13.27% | 加碼 |
| 38 | ADM | Archer-daniels-midland Co | +0.1% | +4.82% | 加碼 |
| 39 | TGT | Target CORP | +0.1% | +9.32% | 加碼 |
| 40 | AMAT | Applied Materials Inc | +0.1% | — | 不變 |
| 41 | BMY | Bristol-myers Squibb Co | 0% | +3.45% | 加碼 |
| 42 | COP | Conocophillips | 0% | -1.68% | 減碼 |
| 43 | COST | Costco Wholesale CORP | 0% | +16.92% | 加碼 |
| 44 | OKE | Oneok Inc | 0% | +1.72% | 加碼 |
| 45 | NGG | National Grid Plc-sp Adr | 0% | +0.90% | 加碼 |
| 46 | NVS | Novartis Ag-sponsored Adr | 0% | +0.52% | 加碼 |
| 47 | OCSL | Oaktree Specialty Lending Co | 0% | +28.76% | 加碼 |
| 48 | WMT | Walmart Inc | 0% | +0.33% | 加碼 |
| 49 | SPG | Simon Property Group Inc | 0% | +13.75% | 加碼 |
| 50 | BCE | Bce Inc | 0% | +8.89% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Old Port Advisors 在 Q1 2026 季度的美股持倉總市值約為 US$5.1億，共申報了 237 個公開持股部位。
在 Q1 2026 季度，Old Port Advisors 按市值排列的前三大核心持股分別為：STX (2.9%)、IAU (2.9%)、MSFT (2.6%)。其中最大持股部位 STX 佔據整體投資組合約 2.9% 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
TTE
市值: US$278.2萬
本季最大獲利了結 / 清倉標的
AZNN
前期市值: US$305.1萬
在 Q1 2026 季度中，Old Port Advisors 共進行了 195 項持倉異動，包含新建倉 19 個部位、加碼 105 個部位、減碼 59 個部位以及清倉 12 個部位。 其中最大新建倉標的為 TTE。 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。