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: 0000919219
申報總市值
US$130.3萬
US$130.3萬
114 檔
21458.7%
Payden & Rygel 在 Q1 2026 季度的美股部位總計估值為 US$130.3萬，分散於 114 個持倉標的之中，反映其市場參與廣度與投資規模。
在 Q1 2026 期間，Payden & Rygel 展現了靈活的資產再平衡步調，透過出清 13 檔弱勢或達到目標價部位，將資金轉置於 12 檔新建倉標的之中。
從部位權重觀察，前 5 大標的（包含 EMB, EMLC, GLD）累計市值佔比達 21458.7%，是驅動 Payden & Rygel 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 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 6.63% | -6.63% | EXIT | |
| 2 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-其他 | 4.43% | -1.39% | -5.89% | |
| 3 | GLD | Spdr Gold Shares | ETF-避險與商品 | 4.28% | -0.58% | — | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.26% | -0.37% | +0.55% | |
| 5 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 2.92% | -2.92% | EXIT | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.71% | +0.35% | -21.23% | |
| 7 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.16% | +0.84% | +0.60% | |
| 8 | MS | Morgan Stanley | 股票-金融 | 2.05% | +0.53% | -8.19% | |
| 9 | DUK | Duke Energy CORP | 股票-公用事業 | 1.91% | -0.03% | — | |
| 10 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.83% | +0.15% | — | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 1.81% | +0.82% | +30.17% | |
| 12 | CSCO | Cisco Systems Inc | 股票-科技 | 1.69% | +0.88% | +0.52% | |
| 13 | IBM | Intl Business Machines CORP | 股票-科技 | 1.68% | -0.05% | +32.70% | |
| 14 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.67% | -0.09% | — | |
| 15 | CVX | Chevron CORP | 股票-能源 | 1.67% | -0.04% | +47.74% | |
| 16 | RTX | Rtx CORP | 股票-工業 | 1.65% | +0.01% | +50.41% | |
| 17 | ADI | Analog Devices Inc | 股票-科技 | 1.62% | +0.46% | — | |
| 18 | ET | Energy Transfer LP | 股票-能源 | 1.50% | -0.01% | +58.51% | |
| 19 | D | Dominion Energy Inc | 股票-公用事業 | 1.49% | +0.15% | — | |
| 20 | WMT | Walmart Inc | 股票-非循環性消費 | 1.42% | -0.10% | -23.20% | |
| 21 | TMUS | T-mobile US Inc | 股票-通訊服務 | 1.33% | -1.31% | +4401.09% | |
| 22 | GLW | Corning Inc | 股票-科技 | 1.33% | +1.12% | -34.38% | |
| 23 | GE | General Electric | 股票-工業 | 1.30% | +0.42% | -20.98% | |
| 24 | CRH | CRH plc | 股票-原物料 | 1.29% | +0.02% | -11.17% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.25% | +0.10% | +0.93% | |
| 26 | VLO | Valero Energy CORP | 股票-能源 | 1.25% | +0.06% | — | |
| 27 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.22% | +0.19% | +27.57% | |
| 28 | EPD | Enterprise Products Partners | 股票-能源 | 1.21% | -0.03% | — | |
| 29 | CTVA | Corteva Inc | 股票-原物料 | 1.21% | -1.21% | EXIT | |
| 30 | BAC | Bank Of America CORP | 股票-金融 | 1.20% | +0.23% | -37.93% | |
| 31 | ITT | Itt Inc | 股票-工業 | 1.19% | +0.04% | -28.18% | |
| 32 | CVS | Cvs Health CORP | 股票-醫療保健 | 1.18% | +0.56% | -18.10% | |
| 33 | DGX | Quest Diagnostics Inc | 股票-醫療保健 | 1.16% | +0.35% | -17.99% | |
| 34 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.16% | +0.11% | — | |
| 35 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.15% | -0.17% | -11.36% | |
| 36 | MCK | Mckesson CORP | 股票-醫療保健 | 1.13% | +0.06% | -21.40% | |
| 37 | PLD | Prologis Inc | 股票-房地產 | 1.12% | +0.05% | — | |
| 38 | SPG | Simon Property Group Inc | 股票-房地產 | 1.11% | +0.32% | — | |
| 39 | EXC | Exelon CORP | 股票-公用事業 | 1.08% | -0.05% | — | |
| 40 | WFC | Wells Fargo & Co | 股票-金融 | 1.08% | -1.05% | -44.03% | |
| 41 | AVGO | Broadcom Inc | 股票-科技 | 1.05% | +0.27% | +0.33% | |
| 42 | AME | Ametek Inc | 股票-工業 | 1.04% | +0.14% | +28.31% | |
| 43 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.02% | -0.01% | -24.75% | |
| 44 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.00% | -0.21% | +2.95% | |
| 45 | NVDA | Nvidia CORP | 股票-科技 | 0.99% | +0.76% | +24.08% | |
| 46 | CMI | Cummins Inc | 股票-工業 | 0.99% | +0.35% | -23.08% | |
| 47 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.98% | +0.25% | — | |
| 48 | ETN | Eaton Corporation plc | 股票-工業 | 0.97% | +0.20% | -2.76% | |
| 49 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.94% | +0.11% | +6.39% | |
| 50 | V | Visa Inc-class A Shares | 股票-金融 | 0.91% | +0.12% | -16.77% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | TMUS | T-mobile US Inc | +1.3% | +4401.09% | 加碼 |
| 2 | CVX | Chevron CORP | +0.9% | +47.74% | 加碼 |
| 3 | ET | Energy Transfer LP | +0.8% | +58.51% | 加碼 |
| 4 | RTX | Rtx CORP | +0.7% | +50.41% | 加碼 |
| 5 | NUE | Nucor CORP | +0.6% | +735.94% | 加碼 |
| 6 | VLO | Valero Energy CORP | +0.5% | — | 不變 |
| 7 | LLY | Eli Lilly & Co | +0.4% | +195.36% | 加碼 |
| 8 | AAPL | Apple Inc | +0.4% | +119.05% | 加碼 |
| 9 | AMT | American Tower CORP | +0.4% | +695.24% | 加碼 |
| 10 | MRK | Merck & Co. Inc. | +0.4% | — | 不變 |
| 11 | ADI | Analog Devices Inc | +0.4% | — | 不變 |
| 12 | DUK | Duke Energy CORP | +0.4% | — | 不變 |
| 13 | AME | Ametek Inc | +0.3% | +28.31% | 加碼 |
| 14 | PFE | Pfizer Inc | +0.3% | +50.96% | 加碼 |
| 15 | ABBV | Abbvie Inc | +0.3% | +27.57% | 加碼 |
| 16 | EPD | Enterprise Products Partners | +0.3% | — | 不變 |
| 17 | IBM | Intl Business Machines CORP | +0.3% | +32.70% | 加碼 |
| 18 | JNJ | Johnson & Johnson | +0.3% | — | 不變 |
| 19 | NDAQ | Nasdaq Inc | +0.3% | +45.27% | 加碼 |
| 20 | TJX | Tjx Companies Inc | +0.2% | — | 不變 |
| 21 | NVDA | Nvidia CORP | +0.2% | +24.08% | 加碼 |
| 22 | D | Dominion Energy Inc | +0.2% | — | 不變 |
| 23 | JNJ | Johnson & Johnson | +0.2% | +6.39% | 加碼 |
| 24 | EXC | Exelon CORP | +0.2% | — | 不變 |
| 25 | GILD | Gilead Sciences Inc | +0.2% | — | 不變 |
| 26 | VZ | Verizon Communications Inc | +0.2% | -11.36% | 減碼 |
| 27 | CSCO | Cisco Systems Inc | +0.2% | +0.52% | 加碼 |
| 28 | MSFT | Microsoft CORP | +0.2% | +30.17% | 加碼 |
| 29 | ETN | Eaton Corporation plc | +0.2% | -2.76% | 減碼 |
| 30 | GLW | Corning Inc | +0.2% | -34.38% | 減碼 |
| 31 | PEP | Pepsico Inc | +0.2% | — | 不變 |
| 32 | PLD | Prologis Inc | +0.2% | — | 不變 |
| 33 | TXN | Texas Instruments Inc | +0.1% | — | 不變 |
| 34 | MCD | Mcdonald's CORP | +0.1% | +2.95% | 加碼 |
| 35 | SPG | Simon Property Group Inc | +0.1% | — | 不變 |
| 36 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.55% | 加碼 |
| 37 | EMLC | Vaneck JPM Em Local Curr Bnd | +0.1% | -5.89% | 減碼 |
| 38 | VOO | Vanguard S&p 500 ETF | +0.1% | +0.93% | 加碼 |
| 39 | WMB | Williams Cos Inc | +0.1% | +11.24% | 加碼 |
| 40 | DGX | Quest Diagnostics Inc | 0% | -17.99% | 減碼 |
| 41 | SYK | Stryker CORP | 0% | — | 不變 |
| 42 | NLY | Annaly Capital Management In | 0% | — | 不變 |
| 43 | AMZN | Amazon.com Inc | 0% | +0.60% | 加碼 |
| 44 | VST | Vistra CORP | 0% | — | 不變 |
| 45 | XOM | Exxon Mobil CORP | 0% | — | 不變 |
| 46 | NFLX | Netflix Inc | 0% | +11.28% | 加碼 |
| 47 | COST | Costco Wholesale CORP | 0% | — | 不變 |
| 48 | KO | Coca-cola Co/the | 0% | — | 不變 |
| 49 | SUSB | Ishares Esg Aware 1-5 Year U | 0% | — | 不變 |
| 50 | AMAT | Applied Materials Inc | 0% | — | 不變 |
根據 SEC 官方 Form 13F 申報備案，Payden & Rygel 在 Q1 2026 季度的美股持倉總市值約為 US$130.3萬，共申報了 114 個公開持股部位。
在 Q1 2026 季度，Payden & Rygel 按市值排列的前三大核心持股分別為：EMB (6.6%)、EMLC (4.4%)、GLD (4.3%)。其中最大持股部位 EMB 佔據整體投資組合約 6.6% 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
GLD
市值: US$5563.6萬
本季最大獲利了結 / 清倉標的
GLDM
前期市值: US$1.1億
在 Q1 2026 季度中，Payden & Rygel 共進行了 79 項持倉異動，包含新建倉 12 個部位、加碼 24 個部位、減碼 30 個部位以及清倉 13 個部位。 其中最大新建倉標的為 GLD。 本季清倉部位包含 GLDM。
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。