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: 0001977290
申報總市值
US$16.0億
US$16.0億
187 檔
42.8%
截至 Q1 2026 季度末，Quintet Private Bank 的美股持倉估值約為 US$16.0億，全數申報部位共有 187 檔。
在 Q1 2026，Quintet Private Bank 展現出較為審慎的避險與獲利了結姿態。本季共減碼 79 個部位並完全清倉 22 檔持股，調降曝險的部位數量高於加碼動作。
檢視投資組合結構，前 5 大主力部位（包含 NVDA, MSFT, GOOGL）占據了總市值的 42.8%，展現出該機構在 Q1 2026 的重點資金聚焦與風險分佈特徵。
| # | 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 | 14.88% | -0.52% | -4.02% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 10.99% | -0.77% | -1.43% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 10.16% | +1.01% | -0.64% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 5.33% | -0.05% | -3.56% | |
| 5 | V | Visa Inc-class A Shares | 股票-金融 | 4.59% | +0.11% | -4.38% | |
| 6 | T | At&t Inc | 股票-通訊服務 | 3.46% | -1.26% | +106.13% | |
| 7 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 3.11% | +0.24% | -21.75% | |
| 8 | DIS | Walt Disney Co/the | 股票-通訊服務 | 2.65% | -0.83% | -24.09% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.47% | -0.06% | -22.27% | |
| 10 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 2.36% | -0.11% | -2.03% | |
| 11 | NEE | Nextera Energy Inc | 股票-公用事業 | 2.32% | -0.40% | +394.40% | |
| 12 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.22% | +0.22% | +1.44% | |
| 13 | CVX | Chevron CORP | 股票-能源 | 2.06% | -0.60% | -3.71% | |
| 14 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.97% | +1.66% | -8.04% | |
| 15 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.88% | +0.23% | -6.34% | |
| 16 | WM | Waste Management Inc | 股票-工業 | 1.85% | -0.29% | -2.92% | |
| 17 | CSCO | Cisco Systems Inc | 股票-科技 | 1.79% | -0.91% | -9.51% | |
| 18 | SNPS | Synopsys Inc | 股票-科技 | 1.76% | — | -5.88% | |
| 19 | AMT | American Tower CORP | 股票-房地產 | 1.71% | -0.24% | -6.69% | |
| 20 | AVGO | Broadcom Inc | 股票-科技 | 1.65% | +1.22% | +1802.23% | |
| 21 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.55% | +0.46% | -12.23% | |
| 22 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 1.31% | -0.47% | -7.51% | |
| 23 | NOW | Servicenow Inc | 股票-科技 | 1.27% | -0.20% | +0.45% | |
| 24 | XYL | Xylem Inc | 股票-工業 | 1.22% | -0.17% | -9.92% | |
| 25 | TSLA | Tesla Inc | 股票-循環性消費 | 1.22% | — | -5.04% | |
| 26 | KLAC | Kla CORP | 股票-科技 | 1.08% | -0.03% | -10.67% | |
| 27 | MA | Mastercard Inc - A | 股票-金融 | 1.05% | -0.12% | -9.88% | |
| 28 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.99% | +0.30% | -36.24% | |
| 29 | PFE | Pfizer Inc | 股票-醫療保健 | 0.94% | -0.21% | -1.71% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.86% | -0.01% | -11.20% | |
| 31 | FSLR | First Solar Inc | 股票-科技 | 0.81% | +0.04% | -9.95% | |
| 32 | OTIS | Otis Worldwide CORP | 股票-工業 | 0.80% | -0.15% | -5.05% | |
| 33 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.63% | -0.04% | -8.37% | |
| 34 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.50% | -0.30% | +7.28% | |
| 35 | HON | Honeywell International Inc | 股票-工業 | 0.48% | -0.44% | -3.92% | |
| 36 | WBD | Warner Bros Discovery Inc | 股票-通訊服務 | 0.44% | -0.04% | -7.86% | |
| 37 | ENPH | Enphase Energy Inc | 股票-科技 | 0.30% | +0.04% | -10.72% | |
| 38 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.26% | -0.03% | -5.73% | |
| 39 | XOM | Exxon Mobil CORP | 股票-能源 | 0.25% | -0.06% | -29.64% | |
| 40 | BSX | Boston Scientific CORP | 股票-醫療保健 | 0.24% | -0.21% | +79.03% | |
| 41 | CAT | Caterpillar Inc | 股票-工業 | 0.22% | +0.08% | +36.62% | |
| 42 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.22% | -0.06% | -10.91% | |
| 43 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.22% | -0.15% | -24.99% | |
| 44 | DE | Deere & Co | 股票-工業 | 0.18% | +0.01% | +7.21% | |
| 45 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.18% | -0.04% | -19.89% | |
| 46 | EL | Estee Lauder Companies-cl A | 股票-非循環性消費 | 0.16% | -0.01% | -56.62% | |
| 47 | WMT | Walmart Inc | 股票-非循環性消費 | 0.15% | -0.04% | -45.72% | |
| 48 | MU | Micron Technology Inc | 股票-科技 | 0.14% | +0.22% | -6.86% | |
| 49 | PYPL | Paypal Holdings Inc | 股票-金融 | 0.13% | -0.02% | +1.44% | |
| 50 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.13% | -0.02% | -5.10% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | T | At&t Inc | +2.2% | +106.13% | 加碼 |
| 2 | NEE | Nextera Energy Inc | +2% | +394.40% | 加碼 |
| 3 | AVGO | Broadcom Inc | +1.6% | +1802.23% | 加碼 |
| 4 | CVX | Chevron CORP | +0.7% | -3.71% | 減碼 |
| 5 | MRK | Merck & Co. Inc. | +0.5% | -2.03% | 減碼 |
| 6 | NVDA | Nvidia CORP | +0.5% | -4.02% | 減碼 |
| 7 | GOOGL | Alphabet Inc-cl A | +0.5% | -0.64% | 減碼 |
| 8 | WM | Waste Management Inc | +0.3% | -2.92% | 減碼 |
| 9 | PFE | Pfizer Inc | +0.2% | -1.71% | 減碼 |
| 10 | KLAC | Kla CORP | +0.2% | -10.67% | 減碼 |
| 11 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | -12.23% | 減碼 |
| 12 | CAT | Caterpillar Inc | +0.1% | +36.62% | 加碼 |
| 13 | HON | Honeywell International Inc | +0.1% | -3.92% | 減碼 |
| 14 | CSCO | Cisco Systems Inc | +0.1% | -9.51% | 減碼 |
| 15 | AMT | American Tower CORP | +0.1% | -6.69% | 減碼 |
| 16 | JPM | Jpmorgan Chase & Co | +0.1% | -3.56% | 減碼 |
| 17 | KO | Coca-cola Co/the | +0.1% | -8.37% | 減碼 |
| 18 | BSX | Boston Scientific CORP | +0.1% | +79.03% | 加碼 |
| 19 | DE | Deere & Co | +0.1% | +7.21% | 加碼 |
| 20 | JNJ | Johnson & Johnson | +0.1% | -5.73% | 減碼 |
| 21 | ENPH | Enphase Energy Inc | +0.1% | -10.72% | 減碼 |
| 22 | META | Meta Platforms Inc-class A | 0% | +1.44% | 加碼 |
| 23 | BABA | Alibaba Group Holding-sp Adr | 0% | +7.28% | 加碼 |
| 24 | NFLX | Netflix Inc | 0% | +38.45% | 加碼 |
| 25 | MU | Micron Technology Inc | 0% | -6.86% | 減碼 |
| 26 | COST | Costco Wholesale CORP | 0% | -5.10% | 減碼 |
| 27 | XOM | Exxon Mobil CORP | 0% | -29.64% | 減碼 |
| 28 | MELI | Mercadolibre Inc | 0% | +111.90% | 加碼 |
| 29 | XPO | Xpo Inc | 0% | — | 不變 |
| 30 | MDLZ | Mondelez International Inc-a | 0% | +17.27% | 加碼 |
| 31 | GSK | Gsk Plc-spon Adr | 0% | — | 不變 |
| 32 | MCD | Mcdonald's CORP | 0% | -10.91% | 減碼 |
| 33 | BMY | Bristol-myers Squibb Co | 0% | -19.89% | 減碼 |
| 34 | ASML | ASML Holding N.V. | 0% | +17.70% | 加碼 |
| 35 | UBER | Uber Technologies Inc | 0% | +35.68% | 加碼 |
| 36 | ZTS | Zoetis Inc | 0% | +18.96% | 加碼 |
| 37 | RIO | Rio Tinto Plc-spon Adr | 0% | +28.26% | 加碼 |
| 38 | SLB | Slb LTD | 0% | — | 不變 |
| 39 | CME | Cme Group Inc | 0% | +11.58% | 加碼 |
| 40 | MSCI | Msci Inc | 0% | — | 不變 |
| 41 | VLO | Valero Energy CORP | 0% | — | 不變 |
| 42 | MPC | Marathon Petroleum CORP | 0% | — | 不變 |
| 43 | BUD | Anheuser-busch Inbev-spn Adr | 0% | — | 不變 |
| 44 | FCX | Freeport-mcmoran Inc | 0% | -9.77% | 減碼 |
| 45 | KRE | Ss Spdr S&p Regional Bank | 0% | -1.56% | 減碼 |
| 46 | GILD | Gilead Sciences Inc | 0% | -7.82% | 減碼 |
| 47 | WPM | Wheaton Precious Metals CORP | 0% | — | 不變 |
| 48 | JD | Jd.com Inc-adr | 0% | -6.01% | 減碼 |
| 49 | DXCM | Dexcom Inc | 0% | +2.86% | 加碼 |
| 50 | SBUX | Starbucks CORP | 0% | — | 不變 |
根據 SEC 官方 Form 13F 申報備案，Quintet Private Bank 在 Q1 2026 季度的美股持倉總市值約為 US$16.0億，共申報了 187 個公開持股部位。
在 Q1 2026 季度，Quintet Private Bank 按市值排列的前三大核心持股分別為：NVDA (14.9%)、MSFT (11.0%)、GOOGL (10.2%)。其中最大持股部位 NVDA 佔據整體投資組合約 14.9% 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
STNE
市值: US$27.5萬
本季最大獲利了結 / 清倉標的
TMO
前期市值: US$3818.2萬
在 Q1 2026 季度中，Quintet Private Bank 共進行了 142 項持倉異動，包含新建倉 14 個部位、加碼 27 個部位、減碼 79 個部位以及清倉 22 個部位。 其中最大新建倉標的為 STNE。 本季清倉部位包含 TMO。
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。