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: 0001269786
申報總市值
US$6.6億
US$6.6億
52 檔
29.6%
截至 Q1 2026 季度末，Overbrook Management Corp 的美股持倉估值約為 US$6.6億，全數申報部位共有 52 檔。
Q1 2026 的申報記錄反映 Overbrook Management Corp 的板塊替換策略：機構本季推動了 23 筆增持與 26 筆減持，籌碼呈現明顯的結構重組。
整體而言，Overbrook Management Corp 的前 5 大持股（包含 NVDA, , GOOG）貢獻了組合市值的 29.6%，形成該機構在 Q1 2026 季度的基本面基石。
| # | 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 | 10.51% | -1.00% | +0.58% | |
| 2 | ✓ | 股票-其他 | 7.13% | — | +0.91% | ||
| 3 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 7.13% | -0.19% | — | |
| 4 | AVGO | Broadcom Inc | 股票-科技 | 6.61% | -0.70% | -0.72% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 5.67% | -0.69% | -7.42% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 5.65% | -0.61% | -1.30% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 5.11% | -1.66% | -18.25% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 4.90% | -1.17% | -2.28% | |
| 9 | LLY | Eli Lilly & Co | 股票-醫療保健 | 4.84% | +0.47% | -1.42% | |
| 10 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 4.12% | +0.50% | -1.06% | |
| 11 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 3.77% | +1.83% | +33.94% | |
| 12 | CAT | Caterpillar Inc | 股票-工業 | 3.40% | +0.32% | — | |
| 13 | NFLX | Netflix Inc | 股票-通訊服務 | 3.18% | -1.41% | +174.82% | |
| 14 | TMUS | T-mobile US Inc | 股票-通訊服務 | 3.07% | -1.42% | -19.08% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 2.72% | +0.59% | -23.22% | |
| 16 | UBER | Uber Technologies Inc | 股票-工業 | 2.65% | -0.74% | +25.25% | |
| 17 | GEV | GE Vernova Inc | 股票-工業 | 2.47% | -0.14% | -1.10% | |
| 18 | ABBV | Abbvie Inc | 股票-醫療保健 | 2.27% | -0.59% | +31.11% | |
| 19 | DHI | Dr Horton Inc | 股票-循環性消費 | 2.26% | -0.21% | -0.19% | |
| 20 | APP | Applovin Corp-class A | 股票-科技 | 2.19% | -1.25% | +93.16% | |
| 21 | AMD | Advanced Micro Devices | 股票-科技 | 2.03% | +0.13% | — | |
| 22 | MU | Micron Technology Inc | 股票-科技 | 1.74% | +0.72% | -35.81% | |
| 23 | VST | Vistra CORP | 股票-公用事業 | 1.66% | -0.81% | +19.05% | |
| 24 | CRS | Carpenter Technology | 股票-工業 | 1.59% | +1.69% | — | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.24% | -0.25% | -2.63% | |
| 26 | HWM | Howmet Aerospace Inc | 股票-工業 | 1.23% | -0.33% | -15.54% | |
| 27 | ARES | Ares Management CORP - A | 股票-金融 | 1.05% | -0.61% | -65.85% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.88% | -0.01% | +21.35% | |
| 29 | RKLB | Rocket Lab CORP | 股票-工業 | 0.71% | -0.71% | EXIT | |
| 30 | GLW | Corning Inc | 股票-科技 | 0.69% | +0.35% | +0.22% | |
| 31 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.67% | -0.20% | -7.69% | |
| 32 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.63% | — | -17.81% | |
| 33 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.59% | -0.55% | -82.04% | |
| 34 | TEM | Tempus Ai Inc-cl A | 股票-醫療保健 | 0.43% | -0.43% | EXIT | |
| 35 | RPRX | Royalty Pharma plc | 股票-醫療保健 | 0.35% | -0.03% | -11.57% | |
| 36 | EPD | Enterprise Products Partners | 股票-能源 | 0.27% | -0.06% | — | |
| 37 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.25% | +0.09% | -14.83% | |
| 38 | AL | Air Lease CORP | 股票-其他 | 0.20% | -0.20% | EXIT | |
| 39 | HQY | Healthequity Inc | 股票-醫療保健 | 0.20% | -0.09% | -68.68% | |
| 40 | GAM | General American Investors | 股票-其他 | 0.18% | -0.02% | — | |
| 41 | MA | Mastercard Inc - A | 股票-金融 | 0.14% | -0.04% | +1.76% | |
| 42 | XOM | Exxon Mobil CORP | 股票-能源 | 0.12% | -0.04% | +9.18% | |
| 43 | EQIX | Equinix Inc | 股票-房地產 | 0.08% | -0.01% | — | |
| 44 | SNDK | Sandisk CORP | 股票-科技 | 0.08% | -0.03% | — | |
| 45 | CLDX | Celldex Therapeutics Inc | 股票-其他 | 0.07% | -0.01% | — | |
| 46 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.07% | -0.02% | — | |
| 47 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.06% | -0.01% | — | |
| 48 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.06% | -0.01% | +15.50% | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.06% | — | +3.63% | |
| 50 | TLG | Touchstone Lrg Comp Grw ETF | ETF-其他 | 0.05% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NFLX | Netflix Inc | +2.2% | +174.82% | 加碼 |
| 2 | ORLY | O'reilly Automotive Inc | +1.2% | +33.94% | 加碼 |
| 3 | GEV | GE Vernova Inc | +0.8% | -1.10% | 減碼 |
| 4 | TSM | Taiwan Semiconductor-sp Adr | +0.7% | -1.06% | 減碼 |
| 5 | ABBV | Abbvie Inc | +0.6% | +31.11% | 加碼 |
| 6 | UBER | Uber Technologies Inc | +0.5% | +25.25% | 加碼 |
| 7 | APP | Applovin Corp-class A | +0.4% | +93.16% | 加碼 |
| 8 | NVDA | Nvidia CORP | +0.3% | +0.58% | 加碼 |
| 9 | VST | Vistra CORP | +0.3% | +19.05% | 加碼 |
| 10 | GLW | Corning Inc | +0.3% | +0.22% | 加碼 |
| 11 | JPM | Jpmorgan Chase & Co | +0.2% | +21.35% | 加碼 |
| 12 | DHI | Dr Horton Inc | +0.1% | -0.19% | 減碼 |
| 13 | ✓ | +0.1% | +0.91% | 加碼 | |
| 14 | EPD | Enterprise Products Partners | +0.1% | — | 不變 |
| 15 | RPRX | Royalty Pharma plc | +0.1% | -11.57% | 減碼 |
| 16 | GLD | Spdr Gold Shares | +0.1% | -7.69% | 減碼 |
| 17 | XOM | Exxon Mobil CORP | +0.1% | +9.18% | 加碼 |
| 18 | HWM | Howmet Aerospace Inc | 0% | -15.54% | 減碼 |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -2.63% | 減碼 |
| 20 | EQIX | Equinix Inc | 0% | — | 不變 |
| 21 | JNJ | Johnson & Johnson | 0% | +15.50% | 加碼 |
| 22 | CLDX | Celldex Therapeutics Inc | 0% | — | 不變 |
| 23 | AL | Air Lease CORP | 0% | — | 不變 |
| 24 | GAM | General American Investors | 0% | — | 不變 |
| 25 | RKLB | Rocket Lab CORP | — | -0.82% | 減碼 |
| 26 | MCD | Mcdonald's CORP | — | — | 不變 |
| 27 | VOO | Vanguard S&p 500 ETF | — | +3.63% | 加碼 |
| 28 | AAPL | Apple Inc | 0% | -2.28% | 減碼 |
| 29 | MA | Mastercard Inc - A | 0% | +1.76% | 加碼 |
| 30 | CRWD | Crowdstrike Holdings Inc - A | -0.1% | -14.83% | 減碼 |
| 31 | GOOGL | Alphabet Inc-cl A | -0.1% | -17.81% | 減碼 |
| 32 | AMZN | Amazon.com Inc | -0.2% | -1.30% | 減碼 |
| 33 | AVGO | Broadcom Inc | -0.2% | -0.72% | 減碼 |
| 34 | TMUS | T-mobile US Inc | -0.3% | -19.08% | 減碼 |
| 35 | MU | Micron Technology Inc | -0.4% | -35.81% | 減碼 |
| 36 | LLY | Eli Lilly & Co | -0.4% | -1.42% | 減碼 |
| 37 | HQY | Healthequity Inc | -0.4% | -68.68% | 減碼 |
| 38 | V | Visa Inc-class A Shares | -1% | -23.22% | 減碼 |
| 39 | META | Meta Platforms Inc-class A | -1.5% | -18.25% | 減碼 |
| 40 | MSFT | Microsoft CORP | -1.6% | -7.42% | 減碼 |
| 41 | ARES | Ares Management CORP - A | -3.1% | -65.85% | 減碼 |
| 42 | BKNG | Booking Holdings Inc | -3.2% | -82.04% | 減碼 |
| 43 | CAT | Caterpillar Inc | — | NEW | 新建倉 |
| 44 | INTU | Intuit Inc | — | EXIT | 清倉 |
| 45 | AMD | Advanced Micro Devices | — | NEW | 新建倉 |
| 46 | CRS | Carpenter Technology | — | NEW | 新建倉 |
| 47 | IBN | Icici Bank Ltd-spon Adr | — | EXIT | 清倉 |
| 48 | TEM | Tempus Ai Inc-cl A | — | NEW | 新建倉 |
| 49 | SNDK | Sandisk CORP | — | NEW | 新建倉 |
| 50 | COST | Costco Wholesale CORP | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Overbrook Management Corp 在 Q1 2026 季度的美股持倉總市值約為 US$6.6億，共申報了 52 個公開持股部位。
在 Q1 2026 季度，Overbrook Management Corp 按市值排列的前三大核心持股分別為：NVDA (10.5%)、 (7.1%)、GOOG (7.1%)。其中最大持股部位 NVDA 佔據整體投資組合約 10.5% 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
CAT
市值: US$1798.2萬
本季最大獲利了結 / 清倉標的
INTU
前期市值: US$1460.1萬
在 Q1 2026 季度中，Overbrook Management Corp 共進行了 49 項持倉異動，包含新建倉 9 個部位、加碼 14 個部位、減碼 22 個部位以及清倉 4 個部位。 其中最大新建倉標的為 CAT。 本季清倉部位包含 INTU。
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。