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: 0001817693
申報總市值
US$2.8億
US$2.8億
248 檔
13.1%
根據最新整理的 13F 季度數據集，Retirement Planning Co of New England, Inc. 於 Q1 2026 結束時的管理資產規模為 US$2.8億。該機構在本季度申報了 248 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q1 2026，Retirement Planning Co of New England, Inc. 操作展現出積極擴展與加碼意向。本季共新建倉 12 個新部位，並對 115 個既有持股進行加碼（合計增持 127 檔），相較減碼與清倉部位顯著佔優。
檢視投資組合結構，前 5 大主力部位（包含 NVDA, AAPL, QQQ）占據了總市值的 13.1%，展現出該機構在 Q1 2026 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 248 檔）
| # | 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 | 3.73% | -0.34% | -0.99% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 3.63% | -0.30% | +3.58% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.78% | +0.34% | +0.25% | |
| 4 | ZVRA | Zevra Therapeutics Inc | 股票-其他 | 2.47% | +0.80% | -1.78% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.19% | +0.09% | +3.62% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 1.92% | -0.08% | +1.36% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.83% | +0.04% | +3.60% | |
| 8 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.80% | +0.03% | +1.50% | |
| 9 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.76% | -0.05% | +0.82% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.73% | -0.16% | +8.10% | |
| 11 | BA | Boeing Co/the | 股票-工業 | 1.66% | +0.15% | -9.23% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.49% | -0.16% | +2.09% | |
| 13 | BX | Blackstone Inc | 股票-金融 | 1.40% | -0.14% | +5.33% | |
| 14 | ETN | Eaton Corporation plc | 股票-工業 | 1.36% | +0.04% | +3.78% | |
| 15 | EIPI | Ft Energy Income ETF | ETF-其他 | 1.33% | -0.18% | +0.56% | |
| 16 | RTX | Rtx CORP | 股票-工業 | 1.18% | -0.15% | +0.41% | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.13% | -0.03% | -0.55% | |
| 18 | KMI | Kinder Morgan, Inc. | 股票-能源 | 1.05% | -0.17% | -1.20% | |
| 19 | V | Visa Inc-class A Shares | 股票-金融 | 1.04% | -0.02% | +0.80% | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 1.03% | -0.38% | -0.38% | |
| 21 | TOAK | Twin Oak Shrt Hrz Abs Rtrn | ETF-其他 | 0.99% | -0.26% | -0.10% | |
| 22 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.97% | +0.05% | — | |
| 23 | USD | Proshares Ultra Semiconduct | ETF-其他 | 0.95% | -0.02% | -3.08% | |
| 24 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.90% | +0.14% | +0.29% | |
| 25 | BAC | Bank Of America CORP | 股票-金融 | 0.85% | +0.03% | +1.08% | |
| 26 | PM | Philip Morris International | 股票-非循環性消費 | 0.85% | -0.03% | +0.37% | |
| 27 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.85% | -0.05% | +0.70% | |
| 28 | TQQQ | Proshares Ultrapro Qqq | ETF-其他 | 0.81% | +0.49% | -10.63% | |
| 29 | VUG | Vanguard Growth ETF | ETF-其他 | 0.81% | +0.02% | +2.61% | |
| 30 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.79% | +0.15% | +5.07% | |
| 31 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.75% | -0.13% | -14.61% | |
| 32 | FCX | Freeport-mcmoran Inc | 股票-原物料 | 0.74% | -0.07% | -2.59% | |
| 33 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.74% | — | -0.29% | |
| 34 | CVX | Chevron CORP | 股票-能源 | 0.71% | -0.20% | -2.07% | |
| 35 | QCOM | Qualcomm Inc | 股票-科技 | 0.68% | +0.10% | +8.20% | |
| 36 | NFLX | Netflix Inc | 股票-通訊服務 | 0.67% | -0.25% | +1.57% | |
| 37 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.64% | -0.13% | +0.04% | |
| 38 | CAT | Caterpillar Inc | 股票-工業 | 0.64% | +0.16% | +2.27% | |
| 39 | MS | Morgan Stanley | 股票-金融 | 0.61% | +0.06% | -0.54% | |
| 40 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.60% | -0.12% | -0.10% | |
| 41 | WFC | Wells Fargo & Co | 股票-金融 | 0.60% | -0.05% | -0.36% | |
| 42 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-科技型 | 0.60% | +0.02% | +1.02% | |
| 43 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.59% | -0.08% | +1.69% | |
| 44 | DVY | Ishares Select Dividend ETF | ETF-其他 | 0.59% | -0.05% | +1.12% | |
| 45 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 0.57% | +0.09% | +0.30% | |
| 46 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.57% | -0.04% | +0.34% | |
| 47 | HD | Home Depot Inc | 股票-循環性消費 | 0.57% | -0.02% | +0.54% | |
| 48 | NGG | National Grid Plc-sp Adr | 股票-公用事業 | 0.57% | -0.09% | +0.40% | |
| 49 | ALB | Albemarle CORP | 股票-原物料 | 0.57% | -0.20% | -7.51% | |
| 50 | NEM | Newmont CORP | 股票-原物料 | 0.56% | -0.17% | -1.02% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +0.3% | -0.38% | 減碼 |
| 2 | ETN | Eaton Corporation plc | +0.2% | +3.78% | 加碼 |
| 3 | KMI | Kinder Morgan, Inc. | +0.2% | -1.20% | 減碼 |
| 4 | CVX | Chevron CORP | +0.2% | -2.07% | 減碼 |
| 5 | DOW | Dow Inc | +0.2% | -1.81% | 減碼 |
| 6 | EIPI | Ft Energy Income ETF | +0.2% | +0.56% | 加碼 |
| 7 | LYB | LyondellBasell Industries N.V. | +0.2% | +1.26% | 加碼 |
| 8 | PSX | Phillips 66 | +0.2% | +1.02% | 加碼 |
| 9 | PBR | Petroleo Brasileiro-spon Adr | +0.1% | -9.94% | 減碼 |
| 10 | CAT | Caterpillar Inc | +0.1% | +2.27% | 加碼 |
| 11 | FISV | Fiserv Inc | +0.1% | +89.52% | 加碼 |
| 12 | JNJ | Johnson & Johnson | +0.1% | +1.69% | 加碼 |
| 13 | VZ | Verizon Communications Inc | +0.1% | +2.91% | 加碼 |
| 14 | ALB | Albemarle CORP | +0.1% | -7.51% | 減碼 |
| 15 | FCX | Freeport-mcmoran Inc | +0.1% | -2.59% | 減碼 |
| 16 | DLR | Digital Realty Trust Inc | +0.1% | +1.01% | 加碼 |
| 17 | ZVRA | Zevra Therapeutics Inc | +0.1% | -1.78% | 減碼 |
| 18 | VTV | Vanguard Value ETF | +0.1% | +35.60% | 加碼 |
| 19 | IRM | Iron Mountain Inc | +0.1% | -2.30% | 減碼 |
| 20 | GILD | Gilead Sciences Inc | +0.1% | +0.04% | 加碼 |
| 21 | MRK | Merck & Co. Inc. | +0.1% | +2.10% | 加碼 |
| 22 | LMT | Lockheed Martin CORP | +0.1% | +0.34% | 加碼 |
| 23 | TGT | Target CORP | +0.1% | +3.38% | 加碼 |
| 24 | HON | Honeywell International Inc | +0.1% | +2.14% | 加碼 |
| 25 | RTX | Rtx CORP | +0.1% | +0.41% | 加碼 |
| 26 | WDC | Western Digital CORP | +0.1% | +0.05% | 加碼 |
| 27 | GEV | GE Vernova Inc | +0.1% | -0.75% | 減碼 |
| 28 | ZTS | Zoetis Inc | +0.1% | +41.58% | 加碼 |
| 29 | MA | Mastercard Inc - A | +0.1% | +74.12% | 加碼 |
| 30 | WMT | Walmart Inc | +0.1% | -0.06% | 減碼 |
| 31 | INTC | Intel CORP | +0.1% | -2.66% | 減碼 |
| 32 | IOT | Samsara Inc-cl A | +0.1% | +59.01% | 加碼 |
| 33 | NGG | National Grid Plc-sp Adr | +0.1% | +0.40% | 加碼 |
| 34 | SO | Southern Co/the | +0.1% | -0.98% | 減碼 |
| 35 | MU | Micron Technology Inc | +0.1% | -6.76% | 減碼 |
| 36 | DVY | Ishares Select Dividend ETF | +0.1% | +1.12% | 加碼 |
| 37 | COP | Conocophillips | +0.1% | +7.59% | 加碼 |
| 38 | NEM | Newmont CORP | +0.1% | -1.02% | 減碼 |
| 39 | O | Realty Income CORP | +0.1% | +1.58% | 加碼 |
| 40 | GNRC | Generac Holdings Inc | 0% | -16.48% | 減碼 |
| 41 | BP | Bp Plc-spons Adr | 0% | -0.10% | 減碼 |
| 42 | DE | Deere & Co | 0% | +0.20% | 加碼 |
| 43 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | +13.10% | 加碼 |
| 44 | EQIX | Equinix Inc | 0% | — | 不變 |
| 45 | STZ | Constellation Brands Inc-a | 0% | +6.61% | 加碼 |
| 46 | PFE | Pfizer Inc | 0% | -0.91% | 減碼 |
| 47 | PEP | Pepsico Inc | 0% | +1.04% | 加碼 |
| 48 | DUK | Duke Energy CORP | 0% | -0.20% | 減碼 |
| 49 | PM | Philip Morris International | 0% | +0.37% | 加碼 |
| 50 | CHWY | Chewy Inc - Class A | 0% | +59.17% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Retirement Planning Co of New England, Inc. 在 Q1 2026 季度的美股持倉總市值約為 US$2.8億，共申報了 248 個公開持股部位。
在 Q1 2026 季度，Retirement Planning Co of New England, Inc. 按市值排列的前三大核心持股分別為：NVDA (3.7%)、AAPL (3.6%)、QQQ (2.8%)。其中最大持股部位 NVDA 佔據整體投資組合約 3.7% 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
RYN
市值: US$31.8萬
本季最大獲利了結 / 清倉標的
SOXL
前期市值: US$42.7萬
在 Q1 2026 季度中，Retirement Planning Co of New England, Inc. 共進行了 190 項持倉異動，包含新建倉 12 個部位、加碼 115 個部位、減碼 54 個部位以及清倉 9 個部位。 其中最大新建倉標的為 RYN。 本季清倉部位包含 SOXL。
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。