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: 0001674486
申報總市值
US$17.5億
US$17.5億
343 檔
17.9%
在 Q1 2026 申報期間，Simmons Bank（CIK: 0001674486）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$17.5億，共持有 343 個公開申報部位。
Simmons Bank 於 Q1 2026 展現出進攻型調倉步調，本季推動了 25 檔股票的新建倉與 93 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
從部位權重觀察，前 5 大標的（包含 ORLY, NVDA, SPY）累計市值佔比達 17.9%，是驅動 Simmons Bank 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 343 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 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 9.58% | -1.47% | +0.09% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 3.66% | +0.06% | -1.28% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.12% | -0.19% | -5.85% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.49% | -0.21% | +4.50% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 2.22% | +0.03% | +1.72% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.14% | -0.04% | -3.07% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.88% | +0.28% | -0.58% | |
| 8 | WMT | Walmart Inc | 股票-非循環性消費 | 1.79% | -0.21% | +0.87% | |
| 9 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.74% | +0.13% | +2.59% | |
| 10 | SFNC | Simmons First Natl Corp-cl A | 股票-其他 | 1.73% | -0.06% | -6.34% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.71% | -0.18% | +0.23% | |
| 12 | HDV | Ishares Core High Dividend E | ETF-其他 | 1.60% | -0.24% | -10.11% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.58% | -0.05% | -0.97% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.42% | -0.08% | -0.17% | |
| 15 | CAT | Caterpillar Inc | 股票-工業 | 1.25% | +0.30% | -4.13% | |
| 16 | XOM | Exxon Mobil CORP | 股票-能源 | 1.25% | -0.42% | -3.71% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.24% | +0.04% | +1.22% | |
| 18 | CVX | Chevron CORP | 股票-能源 | 1.19% | -0.38% | +0.55% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.17% | -0.04% | -1.71% | |
| 20 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.17% | -0.12% | +1.90% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.10% | +0.09% | -0.71% | |
| 22 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.05% | +0.19% | -6.40% | |
| 23 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.01% | -0.06% | -0.22% | |
| 24 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.00% | — | -3.04% | |
| 25 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.96% | +0.05% | -0.17% | |
| 26 | PSX | Phillips 66 | 股票-能源 | 0.92% | -0.21% | +1.23% | |
| 27 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.85% | -0.14% | +2.08% | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 0.82% | -0.07% | +2.22% | |
| 29 | DE | Deere & Co | 股票-工業 | 0.82% | — | +1.80% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.78% | — | -1.28% | |
| 31 | BAC | Bank Of America CORP | 股票-金融 | 0.77% | -0.02% | +1.27% | |
| 32 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.76% | -0.02% | +3.22% | |
| 33 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.76% | -0.15% | +2.96% | |
| 34 | CSCO | Cisco Systems Inc | 股票-科技 | 0.76% | +0.14% | -0.98% | |
| 35 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.72% | -0.04% | -1.84% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.71% | +0.11% | +0.62% | |
| 37 | LMT | Lockheed Martin CORP | 股票-工業 | 0.64% | -0.20% | +6.77% | |
| 38 | KLAC | Kla CORP | 股票-科技 | 0.61% | +0.44% | -4.56% | |
| 39 | ORCL | Oracle CORP | 股票-科技 | 0.60% | -0.10% | +5.38% | |
| 40 | HD | Home Depot Inc | 股票-循環性消費 | 0.59% | -0.08% | +0.76% | |
| 41 | AMGN | Amgen Inc | 股票-醫療保健 | 0.59% | -0.04% | +2.97% | |
| 42 | SDY | Ss Spdr S&p Dividend ETF | ETF-其他 | 0.58% | -0.08% | -0.37% | |
| 43 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.57% | -0.05% | +0.02% | |
| 44 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.56% | -0.05% | +2.10% | |
| 45 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.56% | -0.06% | -0.43% | |
| 46 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.55% | -0.15% | +2.78% | |
| 47 | VV | Vanguard Large-cap ETF | ETF-其他 | 0.53% | -0.06% | -2.87% | |
| 48 | SO | Southern Co/the | 股票-公用事業 | 0.53% | -0.08% | +7.75% | |
| 49 | DELL | Dell Technologies -c | 股票-科技 | 0.52% | +0.65% | +1.52% | |
| 50 | GSBC | Great Southern Bancorp Inc | 股票-其他 | 0.51% | +0.03% | -18.06% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +0.3% | -3.71% | 減碼 |
| 2 | CVX | Chevron CORP | +0.3% | +0.55% | 加碼 |
| 3 | PSX | Phillips 66 | +0.3% | +1.23% | 加碼 |
| 4 | NFLX | Netflix Inc | +0.2% | +947.21% | 加碼 |
| 5 | WMT | Walmart Inc | +0.2% | +0.87% | 加碼 |
| 6 | CAT | Caterpillar Inc | +0.2% | -4.13% | 減碼 |
| 7 | NOC | Northrop Grumman CORP | +0.2% | +330.18% | 加碼 |
| 8 | ETN | Eaton Corporation plc | +0.2% | +71.09% | 加碼 |
| 9 | LMT | Lockheed Martin CORP | +0.2% | +6.77% | 加碼 |
| 10 | DE | Deere & Co | +0.2% | +1.80% | 加碼 |
| 11 | GEV | GE Vernova Inc | +0.1% | +5.63% | 加碼 |
| 12 | ORLY | O'reilly Automotive Inc | +0.1% | +0.09% | 加碼 |
| 13 | COST | Costco Wholesale CORP | +0.1% | +2.08% | 加碼 |
| 14 | NEE | Nextera Energy Inc | +0.1% | +2.96% | 加碼 |
| 15 | DELL | Dell Technologies -c | +0.1% | +1.52% | 加碼 |
| 16 | AMAT | Applied Materials Inc | +0.1% | +57.70% | 加碼 |
| 17 | VZ | Verizon Communications Inc | +0.1% | +1.31% | 加碼 |
| 18 | JNJ | Johnson & Johnson | +0.1% | +2.10% | 加碼 |
| 19 | GLW | Corning Inc | +0.1% | +109.56% | 加碼 |
| 20 | SO | Southern Co/the | +0.1% | +7.75% | 加碼 |
| 21 | KLAC | Kla CORP | +0.1% | -4.56% | 減碼 |
| 22 | MRK | Merck & Co. Inc. | +0.1% | +0.02% | 加碼 |
| 23 | SU | Suncor Energy Inc | +0.1% | -1.84% | 減碼 |
| 24 | CTVA | Corteva Inc | +0.1% | +6.32% | 加碼 |
| 25 | COP | Conocophillips | +0.1% | +5.73% | 加碼 |
| 26 | IAU | Ishares Gold Trust | +0.1% | +35.88% | 加碼 |
| 27 | DUK | Duke Energy CORP | +0.1% | +7.47% | 加碼 |
| 28 | LIN | Linde plc | +0.1% | +5.07% | 加碼 |
| 29 | AMGN | Amgen Inc | +0.1% | +2.97% | 加碼 |
| 30 | NDAQ | Nasdaq Inc | +0.1% | +55.58% | 加碼 |
| 31 | MO | Altria Group Inc | +0.1% | +12.36% | 加碼 |
| 32 | SLB | Slb LTD | +0.1% | +11.28% | 加碼 |
| 33 | ETR | Entergy CORP | +0.1% | -0.83% | 減碼 |
| 34 | CTRA | Coterra Energy Inc | +0.1% | -1.77% | 減碼 |
| 35 | ASML | ASML Holding N.V. | +0.1% | -2.40% | 減碼 |
| 36 | VEA | Vanguard Ftse Developed ETF | +0.1% | +0.23% | 加碼 |
| 37 | KO | Coca-cola Co/the | +0.1% | -0.43% | 減碼 |
| 38 | GILD | Gilead Sciences Inc | +0.1% | +0.05% | 加碼 |
| 39 | MUR | Murphy Oil CORP | 0% | -4.72% | 減碼 |
| 40 | BHP | Bhp Group Ltd-spon Adr | 0% | +3.01% | 加碼 |
| 41 | REGN | Regeneron Pharmaceuticals | 0% | +26.23% | 加碼 |
| 42 | SHEL | Shell Plc-adr | 0% | +0.62% | 加碼 |
| 43 | ON | On Semiconductor | 0% | +7.99% | 加碼 |
| 44 | PEP | Pepsico Inc | 0% | +0.17% | 加碼 |
| 45 | EOG | Eog Resources Inc | 0% | +3.31% | 加碼 |
| 46 | TSN | Tyson Foods Inc-cl A | 0% | +8.56% | 加碼 |
| 47 | XLE | Ss Energy Select Sector | 0% | -12.55% | 減碼 |
| 48 | IJR | Ishares Core S&p Small-cap E | 0% | -0.97% | 減碼 |
| 49 | VLO | Valero Energy CORP | 0% | +3.87% | 加碼 |
| 50 | HELO | Jpmorgan Hedged Equity ETF | 0% | +270.57% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Simmons Bank 在 Q1 2026 季度的美股持倉總市值約為 US$17.5億，共申報了 343 個公開持股部位。
在 Q1 2026 季度，Simmons Bank 按市值排列的前三大核心持股分別為：ORLY (9.6%)、NVDA (3.7%)、SPY (3.1%)。其中最大持股部位 ORLY 佔據整體投資組合約 9.6% 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
EQT
市值: US$247.8萬
本季最大獲利了結 / 清倉標的
ADSK
前期市值: US$325.3萬
在 Q1 2026 季度中，Simmons Bank 共進行了 195 項持倉異動，包含新建倉 25 個部位、加碼 93 個部位、減碼 68 個部位以及清倉 9 個部位。 其中最大新建倉標的為 EQT。 本季清倉部位包含 ADSK。
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。