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: 0000090108
申報總市值
US$3.3億
US$3.3億
285 檔
19.5%
Q2 2026 季度申報顯示，Richards, Merrill & Peterson, Inc. 揭露的美股組合總市值為 US$3.3億，涵蓋 285 個不同之權益投資部位。
在 Q2 2026，Richards, Merrill & Peterson, Inc. 操作展現出積極擴展與加碼意向。本季共新建倉 13 個新部位，並對 98 個既有持股進行加碼（合計增持 111 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 AAPL, MSFT, AMZN）占據了總市值的 19.5%，展現出該機構在 Q2 2026 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 285 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 | AAPL | Apple Inc | 股票-科技 | 4.87% | +0.37% | +9.99% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 4.04% | +1.39% | +7.71% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.83% | +0.18% | +5.30% | |
| 4 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 3.80% | -0.09% | +0.37% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.70% | -0.18% | +1.36% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 3.04% | +0.34% | +1.41% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.91% | +0.01% | +13.71% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.29% | -0.04% | +3.13% | |
| 9 | AMAT | Applied Materials Inc | 股票-科技 | 2.25% | -0.75% | +2.41% | |
| 10 | MU | Micron Technology Inc | 股票-科技 | 1.89% | +0.05% | -17.81% | |
| 11 | SYK | Stryker CORP | 股票-醫療保健 | 1.83% | -0.27% | +13.48% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.64% | -0.06% | +0.60% | |
| 13 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 1.63% | +0.04% | +6.82% | |
| 14 | CGSD | Cap Group Short Duration | ETF-其他 | 1.62% | +0.05% | +6.08% | |
| 15 | CVX | Chevron CORP | 股票-能源 | 1.59% | +0.13% | -0.21% | |
| 16 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.53% | +0.34% | +9.61% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.46% | -0.02% | +2.40% | |
| 18 | CAT | Caterpillar Inc | 股票-工業 | 1.34% | -0.37% | +2.77% | |
| 19 | CGGR | Cap Group Growth Equity | ETF-其他 | 1.30% | +0.01% | +2.29% | |
| 20 | RTX | Rtx CORP | 股票-工業 | 1.12% | -0.08% | +1.06% | |
| 21 | CGDV | Cap Group Dividend Value | ETF-其他 | 1.01% | +0.14% | +9.40% | |
| 22 | INCM | Franklin Income Focus ETF | ETF-其他 | 1.01% | +0.19% | +51.41% | |
| 23 | CSCO | Cisco Systems Inc | 股票-科技 | 1.00% | -0.18% | -3.05% | |
| 24 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.99% | -0.09% | -1.80% | |
| 25 | CGCB | Cap Group Core Bond | ETF-其他 | 0.89% | — | +18.19% | |
| 26 | PTRB | Pgim Total Return Bond ETF | ETF-其他 | 0.88% | -0.02% | +3.06% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.88% | -0.07% | -6.52% | |
| 28 | AVGO | Broadcom Inc | 股票-科技 | 0.86% | +0.01% | +9.69% | |
| 29 | HD | Home Depot Inc | 股票-循環性消費 | 0.85% | -0.24% | -23.48% | |
| 30 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.83% | +0.12% | -1.33% | |
| 31 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.80% | +0.05% | +6.39% | |
| 32 | V | Visa Inc-class A Shares | 股票-金融 | 0.78% | — | -6.47% | |
| 33 | IBM | Intl Business Machines CORP | 股票-科技 | 0.76% | -0.19% | +5.89% | |
| 34 | MS | Morgan Stanley | 股票-金融 | 0.75% | -0.11% | +3.78% | |
| 35 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 0.69% | +0.12% | +42.25% | |
| 36 | XOM | Exxon Mobil CORP | 股票-能源 | 0.69% | -0.69% | EXIT | |
| 37 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.63% | -0.07% | -2.35% | |
| 38 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.62% | -0.02% | +6.63% | |
| 39 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.61% | +0.04% | -3.18% | |
| 40 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.59% | -0.13% | -10.43% | |
| 41 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.59% | +0.01% | +10.77% | |
| 42 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.57% | +0.01% | +1.80% | |
| 43 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.55% | +0.30% | — | |
| 44 | TXN | Texas Instruments Inc | 股票-科技 | 0.53% | -0.07% | +0.61% | |
| 45 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.52% | -0.10% | +1.56% | |
| 46 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.52% | +0.05% | -2.57% | |
| 47 | CGMS | Cap Group US Multi-sect Bond | ETF-其他 | 0.52% | -0.06% | -0.26% | |
| 48 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.51% | -0.06% | -2.61% | |
| 49 | WM | Waste Management Inc | 股票-工業 | 0.51% | -0.06% | +7.07% | |
| 50 | WMT | Walmart Inc | 股票-非循環性消費 | 0.50% | -0.05% | +0.72% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +1.1% | -17.81% | 減碼 |
| 2 | AMAT | Applied Materials Inc | +1.1% | +2.41% | 加碼 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.5% | +13.71% | 加碼 |
| 4 | QQQ | Invesco Qqq Trust Series 1 | +0.4% | +1.36% | 加碼 |
| 5 | AAPL | Apple Inc | +0.4% | +9.99% | 加碼 |
| 6 | PANW | Palo Alto Networks Inc | +0.4% | -1.33% | 減碼 |
| 7 | SMH | Vaneck Semiconductor ETF | +0.4% | +42.25% | 加碼 |
| 8 | CAT | Caterpillar Inc | +0.3% | +2.77% | 加碼 |
| 9 | AMD | Advanced Micro Devices | +0.3% | -7.97% | 減碼 |
| 10 | INCM | Franklin Income Focus ETF | +0.2% | +51.41% | 加碼 |
| 11 | ✓ | +0.2% | NEW | 新建倉 | |
| 12 | ✓ | +0.2% | NEW | 新建倉 | |
| 13 | CSCO | Cisco Systems Inc | +0.2% | -3.05% | 減碼 |
| 14 | PVAL | Putnam Focused Lrg Cap Value | +0.2% | +119.01% | 加碼 |
| 15 | ✓ | +0.2% | NEW | 新建倉 | |
| 16 | AXP | American Express Co | +0.2% | +57.79% | 加碼 |
| 17 | AMZN | Amazon.com Inc | +0.2% | +5.30% | 加碼 |
| 18 | XLI | Ss Industrial Select Sector | +0.2% | +66.71% | 加碼 |
| 19 | TXN | Texas Instruments Inc | +0.1% | +0.61% | 加碼 |
| 20 | MRVL | Marvell Technology Inc | +0.1% | +0.32% | 加碼 |
| 21 | Q | Qnity Electronics Inc | +0.1% | NEW | 新建倉 |
| 22 | AVGO | Broadcom Inc | +0.1% | +9.69% | 加碼 |
| 23 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | -1.57% | 減碼 |
| 24 | GLDM | Spdr Gold Minishares Trust | +0.1% | +112.83% | 加碼 |
| 25 | UNH | Unitedhealth Group Inc | +0.1% | +2.46% | 加碼 |
| 26 | MS | Morgan Stanley | +0.1% | +3.78% | 加碼 |
| 27 | LLY | Eli Lilly & Co | +0.1% | +11.05% | 加碼 |
| 28 | ASML | ASML Holding N.V. | +0.1% | +14.32% | 加碼 |
| 29 | LVHI | Franklin International Low V | +0.1% | NEW | 新建倉 |
| 30 | ✓ | +0.1% | NEW | 新建倉 | |
| 31 | CGDV | Cap Group Dividend Value | +0.1% | +9.40% | 加碼 |
| 32 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -2.61% | 減碼 |
| 33 | NUE | Nucor CORP | +0.1% | +4.47% | 加碼 |
| 34 | GBCI | Glacier Bancorp Inc | +0.1% | NEW | 新建倉 |
| 35 | DKS | Dick's Sporting Goods Inc | +0.1% | NEW | 新建倉 |
| 36 | ETN | Eaton Corporation plc | +0.1% | NEW | 新建倉 |
| 37 | NOW | Servicenow Inc | +0.1% | NEW | 新建倉 |
| 38 | XLF | Ss Financial Select Sector | +0.1% | +33.06% | 加碼 |
| 39 | ABBV | Abbvie Inc | +0.1% | +10.77% | 加碼 |
| 40 | CGUS | Cap Group Core Equity | +0.1% | +31.15% | 加碼 |
| 41 | XOVR | Ershares Private-public Cros | +0.1% | NEW | 新建倉 |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +3.13% | 加碼 |
| 43 | CGGR | Cap Group Growth Equity | +0.1% | +2.29% | 加碼 |
| 44 | GOOG | Alphabet Inc-cl C | +0.1% | -1.80% | 減碼 |
| 45 | IBM | Intl Business Machines CORP | +0.1% | +5.89% | 加碼 |
| 46 | TT | Trane Technologies plc | +0.1% | +12.55% | 加碼 |
| 47 | LRCX | Lam Research CORP | +0.1% | -8.85% | 減碼 |
| 48 | URI | United Rentals Inc | +0.1% | +2.16% | 加碼 |
| 49 | ALL | Allstate CORP | +0.1% | NEW | 新建倉 |
| 50 | QCOM | Qualcomm Inc | 0% | +2.10% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Richards, Merrill & Peterson, Inc. 在 Q2 2026 季度的美股持倉總市值約為 US$3.3億，共申報了 285 個公開持股部位。
在 Q2 2026 季度，Richards, Merrill & Peterson, Inc. 按市值排列的前三大核心持股分別為：AAPL (4.9%)、MSFT (4.0%)、AMZN (3.8%)。其中最大持股部位 AAPL 佔據整體投資組合約 4.9% 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
市值: US$73.1萬
本季最大獲利了結 / 清倉標的
HON
前期市值: US$153.3萬
在 Q2 2026 季度中，Richards, Merrill & Peterson, Inc. 共進行了 175 項持倉異動，包含新建倉 13 個部位、加碼 98 個部位、減碼 57 個部位以及清倉 7 個部位。 其中最大新建倉標的為 。 本季清倉部位包含 HON。
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。