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: 0001767945
申報總市值
US$20.8億
US$20.8億
562 檔
19.3%
在 Q1 2026 申報期間，Ostrum Asset Management（CIK: 0001767945）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$20.8億，共持有 562 個公開申報部位。
數據顯示 Ostrum Asset Management 於 Q1 2026 季度持續回收資金，對 119 個既有部位進行裁減並清倉 10 個標的，組合整體流動性比重有所上升。
從部位權重觀察，前 5 大標的（包含 NVDA, GOOGL, AAPL）累計市值佔比達 19.3%，是驅動 Ostrum Asset Management 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 562 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 | NVDA | Nvidia CORP | 股票-科技 | 6.33% | -0.08% | +12.28% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.14% | +0.23% | -16.51% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.11% | +0.05% | +11.36% | |
| 4 | AMAT | Applied Materials Inc | 股票-科技 | 4.08% | +2.31% | +12.00% | |
| 5 | LLY | Eli Lilly & Co | 股票-醫療保健 | 3.83% | +0.35% | +8.96% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.10% | -0.02% | -32.83% | |
| 7 | CMI | Cummins Inc | 股票-工業 | 2.12% | +0.27% | +1909.63% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.09% | -0.09% | -17.49% | |
| 9 | GE | General Electric | 股票-工業 | 2.08% | +0.10% | +25.94% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 2.04% | -0.05% | +195.13% | |
| 11 | ETN | Eaton Corporation plc | 股票-工業 | 1.98% | +0.09% | +5.19% | |
| 12 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.88% | -0.22% | +1118.13% | |
| 13 | SHOP | Shopify Inc - Class A | 股票-科技 | 1.70% | -0.51% | — | |
| 14 | HON | Honeywell International Inc | 股票-工業 | 1.65% | -1.65% | EXIT | |
| 15 | ROST | Ross Stores Inc | 股票-循環性消費 | 1.64% | -0.21% | +2257.69% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 1.60% | -0.14% | -61.53% | |
| 17 | NUE | Nucor CORP | 股票-原物料 | 1.60% | +0.21% | +27.97% | |
| 18 | ILMN | Illumina Inc | 股票-醫療保健 | 1.59% | -0.16% | +16254.40% | |
| 19 | VMC | Vulcan Materials Co | 股票-原物料 | 1.56% | -0.08% | +0.57% | |
| 20 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.53% | -0.20% | -40.47% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.52% | -0.19% | -23.09% | |
| 22 | SNPS | Synopsys Inc | 股票-科技 | 1.47% | -0.10% | +39.14% | |
| 23 | LECO | Lincoln Electric Holdings | 股票-工業 | 1.46% | -1.46% | EXIT | |
| 24 | URI | United Rentals Inc | 股票-工業 | 1.44% | +0.42% | -30.42% | |
| 25 | INDA | Ishares Msci India ETF | ETF-其他 | 1.34% | -1.34% | EXIT | |
| 26 | MPWR | Monolithic Power Systems Inc | 股票-科技 | 1.27% | +0.59% | -55.73% | |
| 27 | ICE | Intercontinental Exchange In | 股票-金融 | 1.25% | -1.17% | -23.45% | |
| 28 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.76% | -0.08% | -22.78% | |
| 29 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.73% | +0.01% | -30.61% | |
| 30 | AVGO | Broadcom Inc | 股票-科技 | 0.73% | +0.05% | -83.70% | |
| 31 | KOS | Kosmos Energy LTD | 股票-其他 | 0.63% | -0.22% | — | |
| 32 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.54% | -0.11% | +55.21% | |
| 33 | KO | The Coca-Cola Company | 股票-非循環性消費 | 0.48% | — | -4.28% | |
| 34 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.47% | -0.02% | -18.40% | |
| 35 | WM | Waste Management Inc | 股票-工業 | 0.43% | -0.05% | +17.50% | |
| 36 | CSCO | Cisco Systems Inc | 股票-科技 | 0.41% | +0.10% | +26.12% | |
| 37 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.41% | -0.09% | -19.67% | |
| 38 | CBOE | Cboe Global Markets Inc | 股票-金融 | 0.39% | -0.16% | -1.84% | |
| 39 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.37% | — | +23.60% | |
| 40 | COR | Cencora Inc | 股票-醫療保健 | 0.34% | -0.03% | -10.04% | |
| 41 | TSLA | Tesla Inc | 股票-循環性消費 | 0.34% | +0.17% | -17.34% | |
| 42 | CME | Cme Group Inc | 股票-金融 | 0.34% | -0.15% | -18.70% | |
| 43 | AME | Ametek Inc | 股票-工業 | 0.34% | — | +33.03% | |
| 44 | MCK | Mckesson CORP | 股票-醫療保健 | 0.33% | -0.05% | -33.62% | |
| 45 | EXC | Exelon CORP | 股票-公用事業 | 0.33% | +1.19% | +93.06% | |
| 46 | XOM | Exxon Mobil CORP | 股票-能源 | 0.33% | -0.10% | +4.48% | |
| 47 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.31% | -0.03% | +57.63% | |
| 48 | HUBB | Hubbell Inc | 股票-工業 | 0.30% | +0.01% | +23.02% | |
| 49 | MDT | Medtronic plc | 股票-醫療保健 | 0.28% | -0.05% | +71.02% | |
| 50 | GIS | General Mills Inc | 股票-非循環性消費 | 0.28% | — | +67.01% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CMI | Cummins Inc | +2% | +1909.63% | 加碼 |
| 2 | SCHW | Schwab (charles) CORP | +1.7% | +1118.13% | 加碼 |
| 3 | AMAT | Applied Materials Inc | +1.7% | +12.00% | 加碼 |
| 4 | HON | Honeywell International Inc | +1.6% | +2930.87% | 加碼 |
| 5 | ROST | Ross Stores Inc | +1.6% | +2257.69% | 加碼 |
| 6 | ILMN | Illumina Inc | +1.6% | +16254.40% | 加碼 |
| 7 | LECO | Lincoln Electric Holdings | +1.4% | +1564.70% | 加碼 |
| 8 | V | Visa Inc-class A Shares | +1.4% | +195.13% | 加碼 |
| 9 | NVDA | Nvidia CORP | +1.2% | +12.28% | 加碼 |
| 10 | AAPL | Apple Inc | +0.7% | +11.36% | 加碼 |
| 11 | NUE | Nucor CORP | +0.6% | +27.97% | 加碼 |
| 12 | ETN | Eaton Corporation plc | +0.6% | +5.19% | 加碼 |
| 13 | GE | General Electric | +0.6% | +25.94% | 加碼 |
| 14 | KOS | Kosmos Energy LTD | +0.5% | — | 不變 |
| 15 | SNPS | Synopsys Inc | +0.4% | +39.14% | 加碼 |
| 16 | LLY | Eli Lilly & Co | +0.3% | +8.96% | 加碼 |
| 17 | MCD | Mcdonald's CORP | +0.3% | +55.21% | 加碼 |
| 18 | EXC | Exelon CORP | +0.2% | +93.06% | 加碼 |
| 19 | VMC | Vulcan Materials Co | +0.2% | +0.57% | 加碼 |
| 20 | FSLR | First Solar Inc | +0.2% | +788.22% | 加碼 |
| 21 | MDLZ | Mondelez International Inc-a | +0.2% | +57.63% | 加碼 |
| 22 | XOM | Exxon Mobil CORP | +0.1% | +4.48% | 加碼 |
| 23 | AER | AerCap Holdings N.V. | +0.1% | +165.28% | 加碼 |
| 24 | RPRX | Royalty Pharma plc | +0.1% | +31.69% | 加碼 |
| 25 | BKR | Baker Hughes Co | +0.1% | +19.77% | 加碼 |
| 26 | AME | Ametek Inc | +0.1% | +33.03% | 加碼 |
| 27 | CSCO | Cisco Systems Inc | +0.1% | +26.12% | 加碼 |
| 28 | WM | Waste Management Inc | +0.1% | +17.50% | 加碼 |
| 29 | MDT | Medtronic plc | +0.1% | +71.02% | 加碼 |
| 30 | STT | State Street CORP | +0.1% | +463.38% | 加碼 |
| 31 | NVR | Nvr Inc | +0.1% | +979.31% | 加碼 |
| 32 | MRVL | Marvell Technology Inc | +0.1% | +109.84% | 加碼 |
| 33 | GEV | GE Vernova Inc | +0.1% | +38.77% | 加碼 |
| 34 | DPZ | Domino's Pizza Inc | +0.1% | +122.37% | 加碼 |
| 35 | HUBB | Hubbell Inc | +0.1% | +23.02% | 加碼 |
| 36 | PEG | Public Service Enterprise Gp | +0.1% | +270.82% | 加碼 |
| 37 | CIEN | Ciena CORP | +0.1% | +118.35% | 加碼 |
| 38 | A | Agilent Technologies Inc | +0.1% | +191.56% | 加碼 |
| 39 | JBL | Jabil Inc | +0.1% | +90.05% | 加碼 |
| 40 | GIS | General Mills Inc | +0.1% | +67.01% | 加碼 |
| 41 | ABBV | Abbvie Inc | +0.1% | +23.60% | 加碼 |
| 42 | FOXA | Fox CORP - Class A | +0.1% | +3572.74% | 加碼 |
| 43 | TGT | Target CORP | +0.1% | +165.77% | 加碼 |
| 44 | C | Citigroup Inc | +0.1% | +106.34% | 加碼 |
| 45 | STX | Seagate Technology Holdings plc | +0.1% | +427.65% | 加碼 |
| 46 | MCHP | Microchip Technology Inc | +0.1% | +1904.93% | 加碼 |
| 47 | BNY | Bank Of New York Mellon CORP | +0.1% | +103.62% | 加碼 |
| 48 | TRMB | Trimble Inc | +0.1% | +184.04% | 加碼 |
| 49 | UPS | United Parcel Service-cl B | +0.1% | +109.07% | 加碼 |
| 50 | FTI | TechnipFMC plc | +0.1% | +17.68% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Ostrum Asset Management 在 Q1 2026 季度的美股持倉總市值約為 US$20.8億，共申報了 562 個公開持股部位。
在 Q1 2026 季度，Ostrum Asset Management 按市值排列的前三大核心持股分別為：NVDA (6.3%)、GOOGL (4.1%)、AAPL (4.1%)。其中最大持股部位 NVDA 佔據整體投資組合約 6.3% 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
SHOP
市值: US$3032.9萬
本季最大獲利了結 / 清倉標的
BLD
前期市值: US$1944.1萬
在 Q1 2026 季度中，Ostrum Asset Management 共進行了 198 項持倉異動，包含新建倉 6 個部位、加碼 63 個部位、減碼 119 個部位以及清倉 10 個部位。 其中最大新建倉標的為 SHOP。 本季清倉部位包含 BLD。
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。