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: 0001080197
申報總市值
US$2.5億
US$2.5億
133 檔
27.3%
Q1 2026 季度申報顯示，Schulhoff & Co Inc 揭露的美股組合總市值為 US$2.5億，涵蓋 133 個不同之權益投資部位。
Schulhoff & Co Inc 在 Q1 2026 進行了結構性的板塊輪動與部位換股。在開立 5 個全新部位及加碼 33 檔持股的同時，亦同步清倉 4 檔並減碼 27 檔標的。
整體而言，Schulhoff & Co Inc 的前 5 大持股（包含 PG, XOM, JPM）貢獻了組合市值的 27.3%，形成該機構在 Q1 2026 季度的基本面基石。
| # | 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 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 9.11% | -0.13% | -0.06% | |
| 2 | XOM | Exxon Mobil CORP | 股票-能源 | 5.49% | -1.22% | -0.33% | |
| 3 | JPM | Jpmorgan Chase & Co | 股票-金融 | 5.38% | +0.22% | -0.87% | |
| 4 | JNJ | Johnson & Johnson | 股票-醫療保健 | 4.21% | -0.03% | -0.13% | |
| 5 | LMT | Lockheed Martin CORP | 股票-工業 | 3.73% | -0.72% | -0.26% | |
| 6 | CINF | Cincinnati Financial CORP | 股票-金融 | 3.45% | +0.44% | -0.08% | |
| 7 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 3.24% | +0.07% | — | |
| 8 | CVX | Chevron CORP | 股票-能源 | 3.11% | -0.72% | -0.38% | |
| 9 | ABBV | Abbvie Inc | 股票-醫療保健 | 2.46% | +0.26% | -0.51% | |
| 10 | KO | Coca-cola Co/the | 股票-非循環性消費 | 2.39% | +0.02% | +0.01% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 2.05% | -0.01% | +15.93% | |
| 12 | USB | US Bancorp | 股票-金融 | 1.99% | +0.25% | +0.01% | |
| 13 | AAPL | Apple Inc | 股票-科技 | 1.97% | +0.23% | — | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.87% | +0.39% | +4.31% | |
| 15 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.82% | +0.50% | -0.52% | |
| 16 | GD | General Dynamics CORP | 股票-工業 | 1.59% | +0.01% | +0.02% | |
| 17 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.39% | -0.26% | +0.05% | |
| 18 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.24% | -0.13% | +3.67% | |
| 19 | MAA | Mid-america Apartment Comm | 股票-房地產 | 1.22% | +0.01% | — | |
| 20 | EMR | Emerson Electric Co | 股票-工業 | 1.20% | +0.01% | +0.01% | |
| 21 | ACN | Accenture plc | 股票-科技 | 1.08% | -0.27% | +14.85% | |
| 22 | NOC | Northrop Grumman CORP | 股票-工業 | 1.07% | -0.29% | -0.26% | |
| 23 | IBM | Intl Business Machines CORP | 股票-科技 | 1.04% | +0.12% | — | |
| 24 | ✓ | 3m Company | 股票-其他 | 1.03% | +0.06% | +0.01% | |
| 25 | ✓ | Abbott Laboratories | 股票-其他 | 1.01% | -0.19% | — | |
| 26 | PNC | Pnc Financial Services Group | 股票-金融 | 0.99% | +0.16% | +0.02% | |
| 27 | CSCO | Cisco Systems Inc | 股票-科技 | 0.99% | +0.37% | — | |
| 28 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.93% | -0.20% | -0.61% | |
| 29 | SMG | Scotts Miracle-gro Co | 股票-原物料 | 0.93% | +0.08% | +0.32% | |
| 30 | CTMX | Cytomx Therapeutics Inc | 股票-其他 | 0.92% | -0.20% | +27.40% | |
| 31 | WM | Waste Management Inc | 股票-工業 | 0.91% | +0.15% | +0.05% | |
| 32 | T | At&t Inc | 股票-通訊服務 | 0.91% | -0.28% | — | |
| 33 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.85% | -0.07% | -0.43% | |
| 34 | HON | Honeywell International Inc | 股票-工業 | 0.81% | -0.41% | +0.02% | |
| 35 | AEP | American Electric Power Company, Inc. | 股票-公用事業 | 0.78% | +0.23% | +0.04% | |
| 36 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.76% | -0.13% | -0.50% | |
| 37 | UPS | United Parcel Service-cl B | 股票-工業 | 0.76% | +0.01% | -0.21% | |
| 38 | QCOM | Qualcomm Inc | 股票-科技 | 0.76% | +0.24% | -1.88% | |
| 39 | BAC | Bank Of America CORP | 股票-金融 | 0.75% | +0.04% | +4.96% | |
| 40 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.61% | +0.02% | — | |
| 41 | WSBC | Wesbanco Inc | 股票-其他 | 0.60% | +0.05% | — | |
| 42 | GEV | GE Vernova Inc | 股票-工業 | 0.58% | +0.16% | — | |
| 43 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.58% | +0.11% | +0.02% | |
| 44 | ✓ | Costco Wholesale | 股票-其他 | 0.57% | -0.05% | +0.07% | |
| 45 | ✓ | Duke Energy | 股票-其他 | 0.56% | -0.03% | — | |
| 46 | PFE | Pfizer Inc | 股票-醫療保健 | 0.56% | -0.12% | +0.12% | |
| 47 | AXP | American Express Co | 股票-金融 | 0.53% | +0.05% | — | |
| 48 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.52% | -0.04% | — | |
| 49 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.50% | -0.04% | — | |
| 50 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 0.49% | +0.02% | +0.06% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +1.5% | -0.33% | 減碼 |
| 2 | CVX | Chevron CORP | +0.8% | -0.38% | 減碼 |
| 3 | LMT | Lockheed Martin CORP | +0.7% | -0.26% | 減碼 |
| 4 | JNJ | Johnson & Johnson | +0.6% | -0.13% | 減碼 |
| 5 | CTMX | Cytomx Therapeutics Inc | +0.3% | +27.40% | 加碼 |
| 6 | NOC | Northrop Grumman CORP | +0.2% | -0.26% | 減碼 |
| 7 | VZ | Verizon Communications Inc | +0.2% | -0.61% | 減碼 |
| 8 | KO | Coca-cola Co/the | +0.1% | +0.01% | 加碼 |
| 9 | GEV | GE Vernova Inc | +0.1% | — | 不變 |
| 10 | T | At&t Inc | +0.1% | — | 不變 |
| 11 | HON | Honeywell International Inc | +0.1% | +0.02% | 加碼 |
| 12 | WU | Western Union Co | +0.1% | +87.20% | 加碼 |
| 13 | SHEL | Shell Plc-adr | +0.1% | +0.11% | 加碼 |
| 14 | PEP | Pepsico Inc | +0.1% | +0.05% | 加碼 |
| 15 | MRK | Merck & Co. Inc. | +0.1% | — | 不變 |
| 16 | ✓ | Costco Wholesale | +0.1% | +0.07% | 加碼 |
| 17 | ✓ | Corteva, Inc | +0.1% | — | 不變 |
| 18 | Q | Qnity Electronics Inc | +0.1% | -1.52% | 減碼 |
| 19 | PFE | Pfizer Inc | +0.1% | +0.12% | 加碼 |
| 20 | INTC | Intel CORP | +0.1% | — | 不變 |
| 21 | ✓ | Duke Energy | +0.1% | — | 不變 |
| 22 | CAT | Caterpillar Inc | +0.1% | -3.44% | 減碼 |
| 23 | NEE | Nextera Energy Inc | +0.1% | — | 不變 |
| 24 | WMB | Williams Cos Inc | +0.1% | — | 不變 |
| 25 | BMY | Bristol-myers Squibb Co | 0% | — | 不變 |
| 26 | FDX | Fedex CORP | 0% | — | 不變 |
| 27 | LHX | L3harris Technologies Inc | 0% | — | 不變 |
| 28 | ET | Energy Transfer LP | 0% | — | 不變 |
| 29 | ED | Consolidated Edison Inc | 0% | — | 不變 |
| 30 | SLB | Slb LTD | 0% | — | 不變 |
| 31 | HSY | Hershey Co/the | 0% | — | 不變 |
| 32 | COP | Conocophillips | 0% | — | 不變 |
| 33 | MDLZ | Mondelez International Inc-a | 0% | -0.43% | 減碼 |
| 34 | PEYUF | Peyto Exploration & Dev CORP | 0% | — | 不變 |
| 35 | HUBB | Hubbell Inc | 0% | — | 不變 |
| 36 | NVS | Novartis Ag-sponsored Adr | 0% | — | 不變 |
| 37 | FUN | Six Flags Entertainment CORP | 0% | — | 不變 |
| 38 | SMG | Scotts Miracle-gro Co | 0% | +0.32% | 加碼 |
| 39 | WM | Waste Management Inc | 0% | +0.05% | 加碼 |
| 40 | OGE | Oge Energy CORP | 0% | — | 不變 |
| 41 | KMI | Kinder Morgan, Inc. | 0% | — | 不變 |
| 42 | EVRG | Evergy Inc | 0% | — | 不變 |
| 43 | ENB | Enbridge Inc | 0% | — | 不變 |
| 44 | SO | Southern Co/the | 0% | — | 不變 |
| 45 | WSBC | Wesbanco Inc | 0% | — | 不變 |
| 46 | ✓ | Vodafone Group PLC Adr | 0% | — | 不變 |
| 47 | ✓ | Ituran Location And Control | 0% | — | 不變 |
| 48 | TJX | Tjx Companies Inc | 0% | +0.07% | 加碼 |
| 49 | 6D8 | Dupont De Nemours Inc | 0% | -1.48% | 減碼 |
| 50 | AEP | American Electric Power | 0% | — | 不變 |
根據 SEC 官方 Form 13F 申報備案，Schulhoff & Co Inc 在 Q1 2026 季度的美股持倉總市值約為 US$2.5億，共申報了 133 個公開持股部位。
在 Q1 2026 季度，Schulhoff & Co Inc 按市值排列的前三大核心持股分別為：PG (9.1%)、XOM (5.5%)、JPM (5.4%)。其中最大持股部位 PG 佔據整體投資組合約 9.1% 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
DOW
市值: US$31.2萬
本季最大獲利了結 / 清倉標的
PSLV
前期市值: US$108.6萬
在 Q1 2026 季度中，Schulhoff & Co Inc 共進行了 69 項持倉異動，包含新建倉 5 個部位、加碼 33 個部位、減碼 27 個部位以及清倉 4 個部位。 其中最大新建倉標的為 DOW。 本季清倉部位包含 PSLV。
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。