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: 0001623678
申報總市值
US$5.0億
US$5.0億
173 檔
19.9%
在 Q1 2026 的 13F 官方備案中，Plimoth Trust Co LLC 管理的美股投資組合規模來到 US$5.0億，整體持股檔數為 173 檔。
觀察 Q1 2026 的資金脈絡，Plimoth Trust Co LLC 在獲利結算 6 檔個股的同時，將資本重新部署至 7 檔新選標的，展現主動管理機構的輪動節奏。
在資產配置集中度方面，Plimoth Trust Co LLC 的前 5 大核心持股（包含 AAPL, NVDA, MSFT 等）合計佔整體申報市值的 19.9%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | AAPL | Apple Inc | 股票-科技 | 6.11% | +0.12% | +1.60% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 5.05% | +0.12% | +3.10% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.56% | -0.39% | +5.78% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.49% | +0.33% | -1.55% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.06% | +0.09% | +2.91% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.88% | -0.08% | +1.81% | |
| 7 | AMAT | Applied Materials Inc | 股票-科技 | 2.10% | +1.66% | -6.89% | |
| 8 | WMT | Walmart Inc | 股票-非循環性消費 | 2.03% | -0.38% | -4.08% | |
| 9 | XOM | Exxon Mobil CORP | 股票-能源 | 2.02% | -0.56% | +2.78% | |
| 10 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.83% | +0.37% | +4.99% | |
| 11 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.75% | -0.13% | -2.07% | |
| 12 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.70% | -0.14% | -2.17% | |
| 13 | CAT | Caterpillar Inc | 股票-工業 | 1.69% | +0.55% | -3.09% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.60% | -0.19% | +0.43% | |
| 15 | RTX | Rtx CORP | 股票-工業 | 1.47% | -0.17% | -1.70% | |
| 16 | AVGO | Broadcom Inc | 股票-科技 | 1.39% | +0.20% | +10.69% | |
| 17 | CVX | Chevron CORP | 股票-能源 | 1.36% | -0.39% | -0.80% | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 1.32% | +0.02% | -4.59% | |
| 19 | IQLT | Ishares Msci International Q | ETF-其他 | 1.31% | -0.06% | +1.48% | |
| 20 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.20% | -0.27% | -2.66% | |
| 21 | DELL | Dell Technologies -c | 股票-科技 | 1.20% | +1.53% | +24.60% | |
| 22 | CB | Chubb Limited | 股票-金融 | 1.11% | -0.08% | -2.91% | |
| 23 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.10% | -0.07% | +9.36% | |
| 24 | CRM | Salesforce Inc | 股票-科技 | 1.08% | -0.24% | +11.60% | |
| 25 | PGX | Invesco Preferred ETF | ETF-其他 | 1.07% | -0.08% | +0.15% | |
| 26 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.06% | -0.17% | -6.45% | |
| 27 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.06% | +0.26% | -6.41% | |
| 28 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.05% | -0.11% | +0.02% | |
| 29 | T | At&t Inc | 股票-通訊服務 | 1.03% | -0.39% | -1.93% | |
| 30 | DUK | Duke Energy CORP | 股票-公用事業 | 1.01% | -0.15% | +1.02% | |
| 31 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.98% | -0.16% | -2.84% | |
| 32 | QCOM | Qualcomm Inc | 股票-科技 | 0.96% | -0.05% | -17.06% | |
| 33 | BAC | Bank Of America CORP | 股票-金融 | 0.95% | +0.05% | +4.88% | |
| 34 | ETN | Eaton Corporation plc | 股票-工業 | 0.95% | +0.07% | +3.84% | |
| 35 | AMGN | Amgen Inc | 股票-醫療保健 | 0.92% | -0.08% | -2.13% | |
| 36 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.92% | — | -2.39% | |
| 37 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.88% | +0.07% | -2.45% | |
| 38 | GE | General Electric | 股票-工業 | 0.87% | +0.10% | -0.15% | |
| 39 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.85% | -0.13% | -0.94% | |
| 40 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.85% | -0.04% | -1.28% | |
| 41 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.84% | +0.06% | +23.51% | |
| 42 | AXP | American Express Co | 股票-金融 | 0.84% | +0.02% | +6.31% | |
| 43 | LIN | Linde plc | 股票-原物料 | 0.82% | -0.04% | +2.71% | |
| 44 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.81% | +0.74% | +16.47% | |
| 45 | UNP | Union Pacific CORP | 股票-工業 | 0.77% | — | +0.41% | |
| 46 | SYK | Stryker CORP | 股票-醫療保健 | 0.76% | -0.10% | +12.45% | |
| 47 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.75% | +0.03% | -1.35% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.73% | -0.05% | -2.72% | |
| 49 | TMUS | T-mobile US Inc | 股票-通訊服務 | 0.70% | -0.17% | +7.03% | |
| 50 | EMR | Emerson Electric Co | 股票-工業 | 0.69% | — | +2.03% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +0.6% | +2.78% | 加碼 |
| 2 | DELL | Dell Technologies -c | +0.5% | +24.60% | 加碼 |
| 3 | AMAT | Applied Materials Inc | +0.4% | -6.89% | 減碼 |
| 4 | CVX | Chevron CORP | +0.4% | -0.80% | 減碼 |
| 5 | CAT | Caterpillar Inc | +0.3% | -3.09% | 減碼 |
| 6 | JNJ | Johnson & Johnson | +0.2% | -2.17% | 減碼 |
| 7 | MRK | Merck & Co. Inc. | +0.2% | -2.07% | 減碼 |
| 8 | GEV | GE Vernova Inc | +0.2% | — | 不變 |
| 9 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +23.51% | 加碼 |
| 10 | VZ | Verizon Communications Inc | +0.2% | +5.29% | 加碼 |
| 11 | NFLX | Netflix Inc | +0.2% | +53.72% | 加碼 |
| 12 | ETN | Eaton Corporation plc | +0.1% | +3.84% | 加碼 |
| 13 | WMT | Walmart Inc | +0.1% | -4.08% | 減碼 |
| 14 | LIN | Linde plc | +0.1% | +2.71% | 加碼 |
| 15 | T | At&t Inc | +0.1% | -1.93% | 減碼 |
| 16 | DUK | Duke Energy CORP | +0.1% | +1.02% | 加碼 |
| 17 | EFA | Ishares Msci Eafe ETF | +0.1% | +102.66% | 加碼 |
| 18 | NEE | Nextera Energy Inc | +0.1% | -6.45% | 減碼 |
| 19 | PLTR | Palantir Technologies Inc-a | +0.1% | +77.46% | 加碼 |
| 20 | TMUS | T-mobile US Inc | +0.1% | +7.03% | 加碼 |
| 21 | LMT | Lockheed Martin CORP | +0.1% | +9.54% | 加碼 |
| 22 | WM | Waste Management Inc | +0.1% | +9.16% | 加碼 |
| 23 | KO | Coca-cola Co/the | +0.1% | -1.28% | 減碼 |
| 24 | RTX | Rtx CORP | +0.1% | -1.70% | 減碼 |
| 25 | BMY | Bristol-myers Squibb Co | +0.1% | +2.64% | 加碼 |
| 26 | AMGN | Amgen Inc | +0.1% | -2.13% | 減碼 |
| 27 | IRM | Iron Mountain Inc | +0.1% | — | 不變 |
| 28 | ED | Consolidated Edison Inc | +0.1% | +2.25% | 加碼 |
| 29 | EEMV | Ishares Msci Emg Mkt Min Vol | +0.1% | +7.77% | 加碼 |
| 30 | ETR | Entergy CORP | 0% | -0.76% | 減碼 |
| 31 | IQLT | Ishares Msci International Q | 0% | +1.48% | 加碼 |
| 32 | SCCO | Southern Copper CORP | 0% | +0.16% | 加碼 |
| 33 | UNP | Union Pacific CORP | 0% | +0.41% | 加碼 |
| 34 | PEP | Pepsico Inc | 0% | -2.06% | 減碼 |
| 35 | SYK | Stryker CORP | 0% | +12.45% | 加碼 |
| 36 | XLE | Ss Energy Select Sector | 0% | +16.08% | 加碼 |
| 37 | PFE | Pfizer Inc | 0% | +0.65% | 加碼 |
| 38 | COP | Conocophillips | 0% | — | 不變 |
| 39 | PSX | Phillips 66 | 0% | — | 不變 |
| 40 | MO | Altria Group Inc | 0% | +3.69% | 加碼 |
| 41 | DRI | Darden Restaurants Inc | 0% | -1.17% | 減碼 |
| 42 | SO | Southern Co/the | 0% | +4.13% | 加碼 |
| 43 | DWM | Wisdomtree International Equ | 0% | +5.30% | 加碼 |
| 44 | HON | Honeywell International Inc | 0% | -0.95% | 減碼 |
| 45 | GILD | Gilead Sciences Inc | 0% | — | 不變 |
| 46 | EXC | Exelon CORP | 0% | +2.60% | 加碼 |
| 47 | GLD | Spdr Gold Shares | 0% | — | 不變 |
| 48 | CI | THE Cigna Group | 0% | +7.38% | 加碼 |
| 49 | MCHP | Microchip Technology Inc | 0% | +10.45% | 加碼 |
| 50 | CB | Chubb Limited | 0% | -2.91% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Plimoth Trust Co LLC 在 Q1 2026 季度的美股持倉總市值約為 US$5.0億，共申報了 173 個公開持股部位。
在 Q1 2026 季度，Plimoth Trust Co LLC 按市值排列的前三大核心持股分別為：AAPL (6.1%)、NVDA (5.0%)、MSFT (4.6%)。其中最大持股部位 AAPL 佔據整體投資組合約 6.1% 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
MA
市值: US$149.9萬
本季最大獲利了結 / 清倉標的
ACN
前期市值: US$37.5萬
在 Q1 2026 季度中，Plimoth Trust Co LLC 共進行了 155 項持倉異動，包含新建倉 7 個部位、加碼 67 個部位、減碼 75 個部位以及清倉 6 個部位。 其中最大新建倉標的為 MA。 本季清倉部位包含 ACN。
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。