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: 0001115418
申報總市值
US$1325.6億
US$1325.6億
4155 檔
18.9%
Q1 2026 季度申報顯示，Rhumbline Advisers 揭露的美股組合總市值為 US$1325.6億，涵蓋 4155 個不同之權益投資部位。
Rhumbline Advisers 在 Q1 2026 的調整主要集中於風險出清，清倉與減碼部位合計達 143 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
檢視投資組合結構，前 5 大主力部位（包含 NVDA, AAPL, MSFT）占據了總市值的 18.9%，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 4155 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 | 6.27% | — | -0.96% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.61% | -0.14% | -2.69% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.12% | -0.57% | -2.49% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.96% | -0.08% | -1.19% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.49% | +0.28% | -2.04% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 2.17% | +0.15% | +0.63% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.00% | +0.20% | -1.49% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.88% | -0.26% | -3.52% | |
| 9 | TSLA | Tesla Inc | 股票-循環性消費 | 1.54% | +0.01% | -1.10% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.17% | -0.10% | -1.63% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.16% | -0.05% | -2.03% | |
| 12 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.07% | +0.14% | -2.22% | |
| 13 | XOM | Exxon Mobil CORP | 股票-能源 | 1.01% | -0.31% | -2.41% | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 0.82% | -0.02% | -1.46% | |
| 15 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.80% | -0.08% | -3.65% | |
| 16 | WMT | Walmart Inc | 股票-非循環性消費 | 0.79% | -0.16% | -1.32% | |
| 17 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.70% | -0.15% | -1.78% | |
| 18 | MA | Mastercard Inc - A | 股票-金融 | 0.65% | -0.07% | -1.48% | |
| 19 | NFLX | Netflix Inc | 股票-通訊服務 | 0.61% | -0.22% | -1.69% | |
| 20 | MU | Micron Technology Inc | 股票-科技 | 0.55% | +1.16% | -2.39% | |
| 21 | CVX | Chevron CORP | 股票-能源 | 0.55% | -0.17% | -3.48% | |
| 22 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.54% | -0.02% | -2.20% | |
| 23 | HD | Home Depot Inc | 股票-循環性消費 | 0.51% | -0.04% | -1.89% | |
| 24 | BAC | Bank Of America CORP | 股票-金融 | 0.49% | — | -2.01% | |
| 25 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.49% | -0.17% | -1.33% | |
| 26 | CAT | Caterpillar Inc | 股票-工業 | 0.48% | +0.17% | -2.18% | |
| 27 | AMD | Advanced Micro Devices | 股票-科技 | 0.48% | +0.75% | -1.11% | |
| 28 | CSCO | Cisco Systems Inc | 股票-科技 | 0.48% | +0.14% | -1.62% | |
| 29 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.45% | -0.04% | -2.82% | |
| 30 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.45% | -0.06% | -2.98% | |
| 31 | LRCX | Lam Research CORP | 股票-科技 | 0.42% | +0.32% | -2.58% | |
| 32 | GE | General Electric | 股票-工業 | 0.41% | +0.06% | -1.79% | |
| 33 | AMAT | Applied Materials Inc | 股票-科技 | 0.41% | +0.36% | -2.61% | |
| 34 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.39% | -0.02% | -4.50% | |
| 35 | ORCL | Oracle CORP | 股票-科技 | 0.39% | -0.05% | -1.24% | |
| 36 | WFC | Wells Fargo & Co | 股票-金融 | 0.36% | -0.04% | -2.64% | |
| 37 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.36% | +0.01% | -2.03% | |
| 38 | RTX | Rtx CORP | 股票-工業 | 0.36% | -0.06% | +1.27% | |
| 39 | GEV | GE Vernova Inc | 股票-工業 | 0.35% | +0.06% | -1.56% | |
| 40 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.34% | +0.12% | -3.24% | |
| 41 | LIN | Linde plc | 股票-原物料 | 0.34% | -0.03% | -1.43% | |
| 42 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.33% | -0.08% | -2.54% | |
| 43 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.33% | -0.08% | -2.61% | |
| 44 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.33% | -0.09% | -2.25% | |
| 45 | IBM | Intl Business Machines CORP | 股票-科技 | 0.32% | +0.01% | -1.41% | |
| 46 | PM | Philip Morris International | 股票-非循環性消費 | 0.32% | -0.02% | -1.97% | |
| 47 | KLAC | Kla CORP | 股票-科技 | 0.32% | +0.24% | -1.81% | |
| 48 | MS | Morgan Stanley | 股票-金融 | 0.30% | +0.03% | -1.63% | |
| 49 | T | At&t Inc | 股票-通訊服務 | 0.30% | -0.12% | -2.86% | |
| 50 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.29% | -0.05% | -2.78% |
| # | 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% | -2.41% | 減碼 |
| 2 | CVX | Chevron CORP | +0.2% | -3.48% | 減碼 |
| 3 | JNJ | Johnson & Johnson | +0.1% | -3.65% | 減碼 |
| 4 | MRSH | Marsh & Mclennan Cos | +0.1% | +64061.74% | 加碼 |
| 5 | COST | Costco Wholesale CORP | +0.1% | -1.78% | 減碼 |
| 6 | AMAT | Applied Materials Inc | +0.1% | -2.61% | 減碼 |
| 7 | WMT | Walmart Inc | +0.1% | -1.32% | 減碼 |
| 8 | GEV | GE Vernova Inc | +0.1% | -1.56% | 減碼 |
| 9 | CAT | Caterpillar Inc | +0.1% | -2.18% | 減碼 |
| 10 | MU | Micron Technology Inc | +0.1% | -2.39% | 減碼 |
| 11 | VRT | Vertiv Holdings Co-a | +0.1% | +50.01% | 加碼 |
| 12 | LRCX | Lam Research CORP | +0.1% | -2.58% | 減碼 |
| 13 | SNDK | Sandisk CORP | +0.1% | -1.38% | 減碼 |
| 14 | COP | Conocophillips | +0.1% | -6.40% | 減碼 |
| 15 | VZ | Verizon Communications Inc | +0.1% | -2.25% | 減碼 |
| 16 | KLAC | Kla CORP | +0.1% | -1.81% | 減碼 |
| 17 | INTC | Intel CORP | +0.1% | +0.30% | 加碼 |
| 18 | LIN | Linde plc | +0.1% | -1.43% | 減碼 |
| 19 | GLW | Corning Inc | +0.1% | -3.20% | 減碼 |
| 20 | WDC | Western Digital CORP | +0.1% | -6.40% | 減碼 |
| 21 | VLO | Valero Energy CORP | +0.1% | -2.45% | 減碼 |
| 22 | EOG | Eog Resources Inc | +0.1% | +4.06% | 加碼 |
| 23 | NEE | Nextera Energy Inc | +0.1% | -0.67% | 減碼 |
| 24 | T | At&t Inc | +0.1% | -2.86% | 減碼 |
| 25 | TXN | Texas Instruments Inc | +0.1% | +1.66% | 加碼 |
| 26 | DE | Deere & Co | +0.1% | -2.35% | 減碼 |
| 27 | MRK | Merck & Co. Inc. | +0.1% | -4.50% | 減碼 |
| 28 | ADI | Analog Devices Inc | +0.1% | -1.88% | 減碼 |
| 29 | KO | Coca-cola Co/the | +0.1% | -2.82% | 減碼 |
| 30 | MPC | Marathon Petroleum CORP | 0% | -4.64% | 減碼 |
| 31 | PSX | Phillips 66 | 0% | -2.24% | 減碼 |
| 32 | EQIX | Equinix Inc | 0% | -0.88% | 減碼 |
| 33 | HON | Honeywell International Inc | 0% | +1.61% | 加碼 |
| 34 | GILD | Gilead Sciences Inc | 0% | -1.53% | 減碼 |
| 35 | LMT | Lockheed Martin CORP | 0% | -5.69% | 減碼 |
| 36 | RTX | Rtx CORP | 0% | +1.27% | 加碼 |
| 37 | PEP | Pepsico Inc | 0% | -2.61% | 減碼 |
| 38 | SLB | Slb LTD | 0% | -1.88% | 減碼 |
| 39 | PFE | Pfizer Inc | 0% | +0.74% | 加碼 |
| 40 | FIX | Comfort Systems USA Inc | 0% | -0.87% | 減碼 |
| 41 | PWR | Quanta Services Inc | 0% | -7.23% | 減碼 |
| 42 | ROST | Ross Stores Inc | 0% | +3.47% | 加碼 |
| 43 | BMY | Bristol-myers Squibb Co | 0% | +1.89% | 加碼 |
| 44 | TRGP | Targa Resources CORP | 0% | -1.95% | 減碼 |
| 45 | OXY | Occidental Petroleum CORP | 0% | -2.94% | 減碼 |
| 46 | WMB | Williams Cos Inc | 0% | -1.74% | 減碼 |
| 47 | TER | Teradyne Inc | 0% | -2.20% | 減碼 |
| 48 | FDX | Fedex CORP | 0% | -1.18% | 減碼 |
| 49 | STX | Seagate Technology Holdings plc | 0% | -3.12% | 減碼 |
| 50 | BKR | Baker Hughes Co | 0% | -3.31% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Rhumbline Advisers 在 Q1 2026 季度的美股持倉總市值約為 US$1325.6億，共申報了 4155 個公開持股部位。
在 Q1 2026 季度，Rhumbline Advisers 按市值排列的前三大核心持股分別為：NVDA (6.3%)、AAPL (5.6%)、MSFT (4.1%)。其中最大持股部位 NVDA 佔據整體投資組合約 6.3% 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
PNFP
市值: US$3621.6萬
本季最大獲利了結 / 清倉標的
P
前期市值: US$5873.3萬
在 Q1 2026 季度中，Rhumbline Advisers 共進行了 200 項持倉異動，包含新建倉 3 個部位、加碼 54 個部位、減碼 133 個部位以及清倉 10 個部位。 其中最大新建倉標的為 PNFP。 本季清倉部位包含 P。
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。