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: 0000948669
申報總市值
US$338.0億
US$338.0億
135 檔
26.3%
在 Q2 2026 申報期間，Parnassus Investments, LLC（CIK: 0000948669）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$338.0億，共持有 135 個公開申報部位。
數據顯示 Parnassus Investments, LLC 於 Q2 2026 季度持續回收資金，對 79 個既有部位進行裁減並清倉 11 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 GOOGL, AMAT, MSFT）累計市值佔比達 26.3%，是驅動 Parnassus Investments, LLC 該季度整體投資組合績效表現的核心支柱。
| # | 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 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 5.24% | -0.70% | -14.80% | |
| 2 | AMAT | Applied Materials Inc | 股票-科技 | 4.89% | -2.44% | -15.11% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.67% | +1.69% | +11.76% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 4.52% | +0.66% | -10.43% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.39% | +1.12% | -6.26% | |
| 6 | AMD | Advanced Micro Devices | 股票-科技 | 3.61% | -0.99% | -13.85% | |
| 7 | KLAC | Kla CORP | 股票-科技 | 3.55% | -1.52% | +717.86% | |
| 8 | AAPL | Apple Inc | 股票-科技 | 3.34% | +0.03% | -7.63% | |
| 9 | WM | Waste Management Inc | 股票-工業 | 2.85% | -0.22% | -3.81% | |
| 10 | DE | Deere & Co | 股票-工業 | 2.78% | +0.15% | -13.15% | |
| 11 | LIN | Linde plc | 股票-原物料 | 2.20% | -0.15% | -6.66% | |
| 12 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 2.20% | +0.72% | +8.97% | |
| 13 | GWW | Ww Grainger Inc | 股票-工業 | 2.19% | -0.20% | -7.44% | |
| 14 | MA | Mastercard Inc - A | 股票-金融 | 2.17% | +0.42% | -6.77% | |
| 15 | AVGO | Broadcom Inc | 股票-科技 | 2.13% | +0.38% | -7.30% | |
| 16 | BAC | Bank Of America CORP | 股票-金融 | 2.07% | -0.09% | -8.14% | |
| 17 | O | Realty Income CORP | 股票-房地產 | 1.93% | -1.81% | -17.69% | |
| 18 | DASH | Doordash Inc - A | 股票-循環性消費 | 1.92% | +0.12% | +3884.48% | |
| 19 | DHR | Danaher CORP | 股票-醫療保健 | 1.87% | +0.36% | -7.56% | |
| 20 | FERG | Ferguson Enterprises Inc | 股票-工業 | 1.80% | -0.13% | +8.60% | |
| 21 | HD | Home Depot Inc | 股票-循環性消費 | 1.74% | -0.75% | -5.87% | |
| 22 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.68% | -0.07% | -43.83% | |
| 23 | SNPS | Synopsys Inc | 股票-科技 | 1.68% | -0.05% | -3.53% | |
| 24 | SYK | Stryker CORP | 股票-醫療保健 | 1.62% | +0.05% | -5.55% | |
| 25 | SPGI | S&p Global Inc | 股票-金融 | 1.60% | +0.28% | -10.93% | |
| 26 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.56% | -0.05% | -7.47% | |
| 27 | AZO | Autozone Inc | 股票-循環性消費 | 1.55% | -0.43% | -7.28% | |
| 28 | ICE | Intercontinental Exchange In | 股票-金融 | 1.53% | +0.35% | -7.46% | |
| 29 | HUBB | Hubbell Inc | 股票-工業 | 1.50% | -0.09% | +433.04% | |
| 30 | VMC | Vulcan Materials Co | 股票-原物料 | 1.49% | +0.07% | +9.38% | |
| 31 | MAR | Marriott International -cl A | 股票-循環性消費 | 1.45% | -0.09% | -7.62% | |
| 32 | GEV | GE Vernova Inc | 股票-工業 | 1.42% | -0.22% | +8382.90% | |
| 33 | ODFL | Old Dominion Freight Line | 股票-工業 | 1.24% | -0.21% | +10.75% | |
| 34 | SHW | Sherwin-williams Co/the | 股票-原物料 | 1.08% | -0.04% | +10.32% | |
| 35 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.96% | -0.96% | EXIT | |
| 36 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 0.91% | -0.91% | EXIT | |
| 37 | ORCL | Oracle CORP | 股票-科技 | 0.81% | -0.63% | -3.32% | |
| 38 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.81% | -0.12% | -9.51% | |
| 39 | BEPC | Brookfield Renewable CORP | 股票-公用事業 | 0.50% | -0.08% | -0.04% | |
| 40 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.49% | +0.04% | -2.09% | |
| 41 | CBRE | Cbre Group Inc - A | 股票-房地產 | 0.47% | -0.03% | -6.91% | |
| 42 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.46% | +1.14% | -7.03% | |
| 43 | CMS | Cms Energy CORP | 股票-公用事業 | 0.45% | -0.02% | +13.65% | |
| 44 | MU | Micron Technology Inc | 股票-科技 | 0.41% | -0.02% | -45.93% | |
| 45 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.40% | +0.07% | — | |
| 46 | CMI | Cummins Inc | 股票-工業 | 0.40% | -0.11% | -26.47% | |
| 47 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.37% | +0.11% | +1.73% | |
| 48 | SYY | Sysco CORP | 股票-非循環性消費 | 0.36% | +0.01% | +2.01% | |
| 49 | WDC | Western Digital CORP | 股票-科技 | 0.34% | -0.05% | -49.98% | |
| 50 | INTC | Intel CORP | 股票-科技 | 0.33% | -0.04% | -29.73% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AMD | Advanced Micro Devices | +2% | -13.85% | 減碼 |
| 2 | AMAT | Applied Materials Inc | +1.9% | -15.11% | 減碼 |
| 3 | DASH | Doordash Inc - A | +1.9% | +3884.48% | 加碼 |
| 4 | GEV | GE Vernova Inc | +1.4% | +8382.90% | 加碼 |
| 5 | KLAC | Kla CORP | +1.2% | +717.86% | 加碼 |
| 6 | HUBB | Hubbell Inc | +1.2% | +433.04% | 加碼 |
| 7 | KO | Coca-cola Co/the | +0.4% | NEW | 新建倉 |
| 8 | WMB | Williams Cos Inc | +0.2% | NEW | 新建倉 |
| 9 | MU | Micron Technology Inc | +0.2% | -45.93% | 減碼 |
| 10 | INTC | Intel CORP | +0.2% | -29.73% | 減碼 |
| 11 | ODFL | Old Dominion Freight Line | +0.1% | +10.75% | 加碼 |
| 12 | GWRE | Guidewire Software Inc | +0.1% | +303.74% | 加碼 |
| 13 | SNOW | Snowflake Inc | +0.1% | NEW | 新建倉 |
| 14 | MSFT | Microsoft CORP | +0.1% | +11.76% | 加碼 |
| 15 | GWW | Ww Grainger Inc | +0.1% | -7.44% | 減碼 |
| 16 | VMC | Vulcan Materials Co | +0.1% | +9.38% | 加碼 |
| 17 | SHW | Sherwin-williams Co/the | +0.1% | +10.32% | 加碼 |
| 18 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -7.03% | 減碼 |
| 19 | HOOD | Robinhood Markets Inc - A | +0.1% | +159.02% | 加碼 |
| 20 | CNH | CNH Industrial N.V. | +0.1% | +85.31% | 加碼 |
| 21 | RTO | Rentokil Initial Plc-sp Adr | +0.1% | +8426.48% | 加碼 |
| 22 | AVGO | Broadcom Inc | +0.1% | -7.30% | 減碼 |
| 23 | UNH | Unitedhealth Group Inc | +0.1% | -2.01% | 減碼 |
| 24 | ✓ | +0.1% | NEW | 新建倉 | |
| 25 | FIX | Comfort Systems USA Inc | +0.1% | NEW | 新建倉 |
| 26 | VIK | Viking Holdings Ltd | +0.1% | +982.47% | 加碼 |
| 27 | NXPI | NXP Semiconductors N.V. | +0.1% | -3.14% | 減碼 |
| 28 | LRCX | Lam Research CORP | +0.1% | -29.24% | 減碼 |
| 29 | RVMD | Revolution Medicines Inc | +0.1% | NEW | 新建倉 |
| 30 | LITE | Lumentum Holdings Inc | +0.1% | NEW | 新建倉 |
| 31 | ALAB | Astera Labs Inc | +0.1% | NEW | 新建倉 |
| 32 | USFD | US Foods Holding CORP | 0% | +17.64% | 加碼 |
| 33 | DDOG | Datadog Inc - Class A | 0% | -2.47% | 減碼 |
| 34 | TMO | Thermo Fisher Scientific Inc | 0% | +8.97% | 加碼 |
| 35 | SYY | Sysco CORP | 0% | +2.01% | 加碼 |
| 36 | WDC | Western Digital CORP | 0% | -49.98% | 減碼 |
| 37 | XYL | Xylem Inc | 0% | +28.98% | 加碼 |
| 38 | TER | Teradyne Inc | 0% | -3.74% | 減碼 |
| 39 | ROIV | Roivant Sciences Ltd. | 0% | NEW | 新建倉 |
| 40 | TWST | Twist Bioscience CORP | 0% | NEW | 新建倉 |
| 41 | FERG | Ferguson Enterprises Inc | 0% | +8.60% | 加碼 |
| 42 | DKS | Dick's Sporting Goods Inc | 0% | +10.09% | 加碼 |
| 43 | A | Agilent Technologies Inc | 0% | +3.48% | 加碼 |
| 44 | EW | Edwards Lifesciences CORP | 0% | +2.06% | 加碼 |
| 45 | RKLB | Rocket Lab CORP | 0% | +28.96% | 加碼 |
| 46 | NTRA | Natera Inc | 0% | +3.80% | 加碼 |
| 47 | BNY | Bank Of New York Mellon CORP | 0% | -9.51% | 減碼 |
| 48 | CMS | Cms Energy CORP | 0% | +13.65% | 加碼 |
| 49 | PGR | Progressive CORP | 0% | +1.71% | 加碼 |
| 50 | SARO | Standardaero Inc | 0% | +0.55% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Parnassus Investments, LLC 在 Q2 2026 季度的美股持倉總市值約為 US$338.0億，共申報了 135 個公開持股部位。
在 Q2 2026 季度，Parnassus Investments, LLC 按市值排列的前三大核心持股分別為：GOOGL (5.2%)、AMAT (4.9%)、MSFT (4.7%)。其中最大持股部位 GOOGL 佔據整體投資組合約 5.2% 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
KO
市值: US$1.5億
本季最大獲利了結 / 清倉標的
CRM
前期市值: US$3.6億
在 Q2 2026 季度中，Parnassus Investments, LLC 共進行了 146 項持倉異動，包含新建倉 11 個部位、加碼 45 個部位、減碼 79 個部位以及清倉 11 個部位。 其中最大新建倉標的為 KO。 本季清倉部位包含 CRM。
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。