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: 0000200648
申報總市值
US$9.9億
US$9.9億
319 檔
12.8%
根據最新整理的 13F 季度數據集，Romano Brothers And Company 於 Q1 2026 結束時的管理資產規模為 US$9.9億。該機構在本季度申報了 319 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q1 2026，Romano Brothers And Company 展現出較為審慎的避險與獲利了結姿態。本季共減碼 99 個部位並完全清倉 6 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 VOO, ABBV, AAPL）占據了總市值的 12.8%，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 319 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 3.22% | +0.05% | +1.73% | |
| 2 | ABBV | Abbvie Inc | 股票-醫療保健 | 3.11% | +0.01% | -0.35% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 2.76% | -0.02% | -2.20% | |
| 4 | CACI | Caci International Inc -cl A | 股票-科技 | 2.76% | -0.69% | -0.76% | |
| 5 | AVGO | Broadcom Inc | 股票-科技 | 2.56% | +0.10% | -1.63% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 2.46% | -0.06% | +1.11% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.32% | +0.03% | +0.75% | |
| 8 | VUG | Vanguard Growth ETF | ETF-其他 | 2.07% | +0.10% | +0.17% | |
| 9 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 2.05% | +0.02% | +0.59% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 1.60% | -0.19% | -4.96% | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.50% | +0.11% | -1.77% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.35% | -0.10% | +1.29% | |
| 13 | RTX | Rtx CORP | 股票-工業 | 1.34% | -0.18% | -0.87% | |
| 14 | FDX | Fedex CORP | 股票-工業 | 1.31% | -0.30% | -0.51% | |
| 15 | CSCO | Cisco Systems Inc | 股票-科技 | 1.31% | +0.43% | -0.17% | |
| 16 | DUK | Duke Energy CORP | 股票-公用事業 | 1.22% | -0.19% | +1.61% | |
| 17 | CAT | Caterpillar Inc | 股票-工業 | 1.15% | +0.35% | -0.48% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.08% | +0.10% | -1.63% | |
| 19 | NVDA | Nvidia CORP | 股票-科技 | 1.08% | +0.08% | -5.00% | |
| 20 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.95% | -0.08% | -0.77% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.95% | -0.01% | +4.49% | |
| 22 | IBM | Intl Business Machines CORP | 股票-科技 | 0.95% | — | -0.54% | |
| 23 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.92% | +0.02% | -3.22% | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.91% | -0.02% | -0.58% | |
| 25 | OHI | Omega Healthcare Investors | 股票-房地產 | 0.84% | -0.04% | +0.17% | |
| 26 | DLR | Digital Realty Trust Inc | 股票-房地產 | 0.80% | -0.10% | +0.05% | |
| 27 | AMGN | Amgen Inc | 股票-醫療保健 | 0.80% | -0.08% | -0.26% | |
| 28 | AMAT | Applied Materials Inc | 股票-科技 | 0.78% | +0.39% | -2.22% | |
| 29 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.77% | -0.18% | -0.51% | |
| 30 | BMO | Bank Of Montreal | 股票-金融 | 0.76% | +0.11% | -1.34% | |
| 31 | ORCL | Oracle CORP | 股票-科技 | 0.75% | -0.08% | +3.51% | |
| 32 | ARCC | Ares Capital CORP | 股票-金融 | 0.74% | -0.07% | -0.56% | |
| 33 | ETN | Eaton Corporation plc | 股票-工業 | 0.73% | +0.04% | +0.03% | |
| 34 | AIT | Applied Industrial Tech Inc | 股票-工業 | 0.73% | +0.09% | +0.54% | |
| 35 | C | Citigroup Inc | 股票-金融 | 0.71% | +0.05% | -1.17% | |
| 36 | LRCX | Lam Research CORP | 股票-科技 | 0.71% | +0.45% | -0.94% | |
| 37 | AEP | American Electric Power | 股票-公用事業 | 0.69% | -0.06% | -0.32% | |
| 38 | ULTA | Ulta Beauty Inc | 股票-循環性消費 | 0.67% | -0.16% | -0.03% | |
| 39 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.67% | -0.18% | -0.21% | |
| 40 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.66% | +0.04% | -6.05% | |
| 41 | CHKP | Check Point Software Technologies Ltd. | 股票-科技 | 0.65% | -0.13% | — | |
| 42 | UPS | United Parcel Service-cl B | 股票-工業 | 0.65% | -0.03% | -1.62% | |
| 43 | LHX | L3harris Technologies Inc | 股票-工業 | 0.64% | -0.17% | -0.24% | |
| 44 | EXE | Expand Energy CORP | 股票-能源 | 0.64% | -0.18% | +3.07% | |
| 45 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.62% | -0.15% | -0.27% | |
| 46 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.61% | +0.07% | -1.07% | |
| 47 | WM | Waste Management Inc | 股票-工業 | 0.61% | -0.11% | -0.96% | |
| 48 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.61% | -0.11% | -1.38% | |
| 49 | HON | Honeywell International Inc | 股票-工業 | 0.60% | -0.60% | EXIT | |
| 50 | T | At&t Inc | 股票-通訊服務 | 0.60% | -0.23% | -0.48% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SNDK | Sandisk CORP | +0.3% | +0.50% | 加碼 |
| 2 | FDX | Fedex CORP | +0.2% | -0.51% | 減碼 |
| 3 | CAT | Caterpillar Inc | +0.2% | -0.48% | 減碼 |
| 4 | GLW | Corning Inc | +0.2% | -1.74% | 減碼 |
| 5 | AMAT | Applied Materials Inc | +0.2% | -2.22% | 減碼 |
| 6 | DELL | Dell Technologies -c | +0.2% | +22.88% | 加碼 |
| 7 | WDC | Western Digital CORP | +0.2% | +1.15% | 加碼 |
| 8 | DUK | Duke Energy CORP | +0.1% | +1.61% | 加碼 |
| 9 | JNJ | Johnson & Johnson | +0.1% | -0.77% | 減碼 |
| 10 | LRCX | Lam Research CORP | +0.1% | -0.94% | 減碼 |
| 11 | VZ | Verizon Communications Inc | +0.1% | -0.21% | 減碼 |
| 12 | SLB | Slb LTD | +0.1% | -1.06% | 減碼 |
| 13 | DLR | Digital Realty Trust Inc | +0.1% | +0.05% | 加碼 |
| 14 | XOM | Exxon Mobil CORP | +0.1% | +0.32% | 加碼 |
| 15 | LHX | L3harris Technologies Inc | +0.1% | -0.24% | 減碼 |
| 16 | MPC | Marathon Petroleum CORP | +0.1% | -0.52% | 減碼 |
| 17 | DE | Deere & Co | +0.1% | -0.25% | 減碼 |
| 18 | T | At&t Inc | +0.1% | -0.48% | 減碼 |
| 19 | NFLX | Netflix Inc | +0.1% | +41.68% | 加碼 |
| 20 | AEP | American Electric Power | +0.1% | -0.32% | 減碼 |
| 21 | CVX | Chevron CORP | +0.1% | -1.24% | 減碼 |
| 22 | ETN | Eaton Corporation plc | +0.1% | +0.03% | 加碼 |
| 23 | COST | Costco Wholesale CORP | +0.1% | -1.38% | 減碼 |
| 24 | HON | Honeywell International Inc | +0.1% | -0.93% | 減碼 |
| 25 | MRK | Merck & Co. Inc. | +0.1% | -0.10% | 減碼 |
| 26 | IBDW | Ishares Ibonds Dec 2031 CORP | +0.1% | +68.50% | 加碼 |
| 27 | APD | Air Products & Chemicals Inc | +0.1% | -2.89% | 減碼 |
| 28 | ASML | ASML Holding N.V. | +0.1% | +0.09% | 加碼 |
| 29 | DVA | Davita Inc | +0.1% | — | 不變 |
| 30 | ETR | Entergy CORP | +0.1% | — | 不變 |
| 31 | VYM | Vanguard High Dvd Yield ETF | +0.1% | +1.29% | 加碼 |
| 32 | AMGN | Amgen Inc | +0.1% | -0.26% | 減碼 |
| 33 | RTX | Rtx CORP | +0.1% | -0.87% | 減碼 |
| 34 | NEE | Nextera Energy Inc | +0.1% | +0.20% | 加碼 |
| 35 | ENB | Enbridge Inc | +0.1% | -0.86% | 減碼 |
| 36 | BMY | Bristol-myers Squibb Co | +0.1% | +0.02% | 加碼 |
| 37 | DOW | Dow Inc | +0.1% | — | 不變 |
| 38 | TGT | Target CORP | +0.1% | +2.17% | 加碼 |
| 39 | PEP | Pepsico Inc | +0.1% | -0.27% | 減碼 |
| 40 | IBDV | Ishares Ibonds Dec 2030 CORP | 0% | +11.48% | 加碼 |
| 41 | TXN | Texas Instruments Inc | 0% | +0.33% | 加碼 |
| 42 | VLO | Valero Energy CORP | 0% | -3.38% | 減碼 |
| 43 | PNW | Pinnacle West Capital | 0% | -0.83% | 減碼 |
| 44 | D | Dominion Energy Inc | 0% | +81.54% | 加碼 |
| 45 | CACI | Caci International Inc -cl A | 0% | -0.76% | 減碼 |
| 46 | MU | Micron Technology Inc | 0% | -0.18% | 減碼 |
| 47 | COP | Conocophillips | 0% | -2.23% | 減碼 |
| 48 | VO | Vanguard Mid-cap ETF | 0% | +16.44% | 加碼 |
| 49 | IBDU | Ishares Ibonds Dec 2029 Term | 0% | +19.85% | 加碼 |
| 50 | GILD | Gilead Sciences Inc | 0% | — | 不變 |
根據 SEC 官方 Form 13F 申報備案，Romano Brothers And Company 在 Q1 2026 季度的美股持倉總市值約為 US$9.9億，共申報了 319 個公開持股部位。
在 Q1 2026 季度，Romano Brothers And Company 按市值排列的前三大核心持股分別為：VOO (3.2%)、ABBV (3.1%)、AAPL (2.8%)。其中最大持股部位 VOO 佔據整體投資組合約 3.2% 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
LMBS
市值: US$161.6萬
本季最大獲利了結 / 清倉標的
UCTT
前期市值: US$74.1萬
在 Q1 2026 季度中，Romano Brothers And Company 共進行了 175 項持倉異動，包含新建倉 11 個部位、加碼 59 個部位、減碼 99 個部位以及清倉 6 個部位。 其中最大新建倉標的為 LMBS。 本季清倉部位包含 UCTT。
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。