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: 0001993325
申報總市值
US$1.4億
US$1.4億
70 檔
34.5%
Slocum, Gordon & Co LLP 在 Q2 2026 季度的美股部位總計估值為 US$1.4億，分散於 70 個持倉標的之中，反映其市場參與廣度與投資規模。
觀察 Q2 2026 的資金脈絡，Slocum, Gordon & Co LLP 在獲利結算 6 檔個股的同時，將資本重新部署至 12 檔新選標的，展現主動管理機構的輪動節奏。
從部位權重觀察，前 5 大標的（包含 MRK, JNJ, XOM）累計市值佔比達 34.5%，是驅動 Slocum, Gordon & Co LLP 該季度整體投資組合績效表現的核心支柱。
| # | 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 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 7.95% | +1.35% | -1.34% | |
| 2 | JNJ | Johnson & Johnson | 股票-醫療保健 | 7.17% | +0.27% | -1.48% | |
| 3 | XOM | Exxon Mobil CORP | 股票-能源 | 6.02% | -6.02% | EXIT | |
| 4 | NEE | Nextera Energy Inc | 股票-公用事業 | 5.91% | -0.67% | -4.81% | |
| 5 | AEP | American Electric Power | 股票-公用事業 | 5.80% | -0.69% | -3.48% | |
| 6 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 4.66% | +0.03% | -2.85% | |
| 7 | FE | Firstenergy CORP | 股票-公用事業 | 3.39% | -0.11% | — | |
| 8 | ABBV | Abbvie Inc | 股票-醫療保健 | 3.37% | +0.30% | -1.37% | |
| 9 | VZ | Verizon Communications Inc | 股票-通訊服務 | 3.26% | +0.35% | -3.67% | |
| 10 | TIP | Ishares Tips Bond ETF | ETF-其他 | 3.08% | -0.56% | -2.86% | |
| 11 | MCD | Mcdonald's CORP | 股票-循環性消費 | 2.63% | -2.63% | EXIT | |
| 12 | SBUX | Starbucks CORP | 股票-循環性消費 | 2.53% | -1.22% | +42.90% | |
| 13 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.42% | +0.14% | -0.15% | |
| 14 | DUK | Duke Energy CORP | 股票-公用事業 | 2.34% | -0.09% | -6.71% | |
| 15 | UL | Unilever Plc-sponsored Adr | 股票-非循環性消費 | 2.32% | +0.14% | -10.41% | |
| 16 | GE | General Electric | 股票-工業 | 2.29% | -0.40% | — | |
| 17 | EWA | Ishares Msci Australia ETF | ETF-其他 | 2.18% | +0.12% | -7.83% | |
| 18 | EWJ | Ishares Msci Japan ETF | ETF-其他 | 1.93% | +0.19% | -4.46% | |
| 19 | GEV | GE Vernova Inc | 股票-工業 | 1.79% | -0.28% | -0.30% | |
| 20 | WMB | Williams Cos Inc | 股票-能源 | 1.73% | -0.09% | -10.00% | |
| 21 | COP | Conocophillips | 股票-能源 | 1.67% | +0.45% | -9.68% | |
| 22 | PFE | Pfizer Inc | 股票-醫療保健 | 1.42% | +0.33% | -2.89% | |
| 23 | IBM | Intl Business Machines CORP | 股票-科技 | 1.40% | -0.29% | +0.08% | |
| 24 | T | At&t Inc | 股票-通訊服務 | 1.30% | +0.29% | -12.97% | |
| 25 | AAPL | Apple Inc | 股票-科技 | 1.30% | +0.08% | +0.15% | |
| 26 | LMT | Lockheed Martin CORP | 股票-工業 | 1.21% | +0.06% | -1.68% | |
| 27 | VYMI | Vanguard Int High Dvd Yld In | ETF-其他 | 1.20% | +0.10% | — | |
| 28 | WY | Weyerhaeuser Co | 股票-房地產 | 1.11% | -0.05% | -11.23% | |
| 29 | CAT | Caterpillar Inc | 股票-工業 | 1.06% | -0.49% | +0.20% | |
| 30 | OXY | Occidental Petroleum CORP | 股票-能源 | 1.04% | +0.21% | — | |
| 31 | IRT | Independence Realty Trust In | 股票-房地產 | 0.99% | -0.09% | -7.53% | |
| 32 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 0.94% | +0.22% | -7.22% | |
| 33 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 0.88% | — | +0.16% | |
| 34 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.84% | -0.02% | -6.16% | |
| 35 | UNP | Union Pacific CORP | 股票-工業 | 0.84% | +0.04% | — | |
| 36 | WMT | Walmart Inc | 股票-非循環性消費 | 0.83% | -0.08% | +2.70% | |
| 37 | MSFT | Microsoft CORP | 股票-科技 | 0.82% | +0.23% | +3.22% | |
| 38 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.76% | +0.13% | +369.00% | |
| 39 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.60% | +0.02% | -6.66% | |
| 40 | D | Dominion Energy Inc | 股票-公用事業 | 0.46% | +0.52% | -6.56% | |
| 41 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.45% | — | +1.52% | |
| 42 | SNDK | Sandisk CORP | 股票-科技 | 0.45% | -0.45% | EXIT | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.39% | -0.01% | +15.48% | |
| 44 | MMM | 3m Co | 股票-工業 | 0.39% | +0.03% | +1.48% | |
| 45 | HD | Home Depot Inc | 股票-循環性消費 | 0.37% | -0.06% | +5.66% | |
| 46 | CVX | Chevron CORP | 股票-能源 | 0.27% | +0.08% | +0.17% | |
| 47 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.26% | +0.02% | — | |
| 48 | GLW | Corning Inc | 股票-科技 | 0.25% | -0.09% | — | |
| 49 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.23% | +0.03% | +0.18% | |
| 50 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.21% | +0.01% | +12.77% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | FE | Firstenergy CORP | +3.4% | NEW | 新建倉 |
| 2 | VYMI | Vanguard Int High Dvd Yld In | +1.2% | NEW | 新建倉 |
| 3 | SBUX | Starbucks CORP | +0.9% | +42.90% | 加碼 |
| 4 | GLD | Spdr Gold Shares | +0.6% | +369.00% | 加碼 |
| 5 | GE | General Electric | +0.5% | — | 不變 |
| 6 | GEV | GE Vernova Inc | +0.4% | -0.30% | 減碼 |
| 7 | ABBV | Abbvie Inc | +0.3% | -1.37% | 減碼 |
| 8 | CAT | Caterpillar Inc | +0.3% | +0.20% | 加碼 |
| 9 | TRV | Travelers Cos Inc/the | +0.3% | NEW | 新建倉 |
| 10 | MRK | Merck & Co. Inc. | +0.2% | -1.34% | 減碼 |
| 11 | ✓ | +0.2% | NEW | 新建倉 | |
| 12 | JPM | Jpmorgan Chase & Co | +0.2% | -0.15% | 減碼 |
| 13 | SNDK | Sandisk CORP | +0.2% | -50.00% | 減碼 |
| 14 | MOG-A | Moog Inc-class A | +0.2% | NEW | 新建倉 |
| 15 | IBM | Intl Business Machines CORP | +0.2% | +0.08% | 加碼 |
| 16 | AXP | American Express Co | +0.2% | NEW | 新建倉 |
| 17 | AAPL | Apple Inc | +0.1% | +0.15% | 加碼 |
| 18 | MRNA | Moderna Inc | +0.1% | NEW | 新建倉 |
| 19 | INTC | Intel CORP | +0.1% | NEW | 新建倉 |
| 20 | MO | Altria Group Inc | +0.1% | NEW | 新建倉 |
| 21 | AMGN | Amgen Inc | +0.1% | NEW | 新建倉 |
| 22 | BAC | Bank Of America CORP | +0.1% | NEW | 新建倉 |
| 23 | CSX | Csx CORP | +0.1% | NEW | 新建倉 |
| 24 | GLW | Corning Inc | +0.1% | — | 不變 |
| 25 | UNP | Union Pacific CORP | +0.1% | — | 不變 |
| 26 | EWJ | Ishares Msci Japan ETF | +0.1% | -4.46% | 減碼 |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +15.48% | 加碼 |
| 28 | AMZN | Amazon.com Inc | +0.1% | +1.52% | 加碼 |
| 29 | GOOGL | Alphabet Inc-cl A | +0.1% | +12.77% | 加碼 |
| 30 | MMM | 3m Co | 0% | +1.48% | 加碼 |
| 31 | HD | Home Depot Inc | 0% | +5.66% | 加碼 |
| 32 | RVTY | Revvity Inc | 0% | -1.06% | 減碼 |
| 33 | IVV | Ishares Core S&p 500 ETF | 0% | — | 不變 |
| 34 | IRT | Independence Realty Trust In | 0% | -7.53% | 減碼 |
| 35 | MSFT | Microsoft CORP | 0% | +3.22% | 加碼 |
| 36 | CL | Colgate-palmolive Co | 0% | — | 不變 |
| 37 | LECO | Lincoln Electric Holdings | 0% | — | 不變 |
| 38 | KO | Coca-cola Co/the | 0% | +0.39% | 加碼 |
| 39 | JNJ | Johnson & Johnson | — | -1.48% | 減碼 |
| 40 | D | Dominion Energy Inc | — | -6.56% | 減碼 |
| 41 | PM | Philip Morris International | — | -5.22% | 減碼 |
| 42 | ECL | Ecolab Inc | — | -1.48% | 減碼 |
| 43 | EPD | Enterprise Products Partners | — | — | 不變 |
| 44 | BBT | Beacon Financial CORP | — | — | 不變 |
| 45 | HEFT | Hedgeye Fourth Turning ETF | 0% | -5.45% | 減碼 |
| 46 | BMY | Bristol-myers Squibb Co | 0% | — | 不變 |
| 47 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | 0% | +0.16% | 加碼 |
| 48 | ABT | Abbott Laboratories | 0% | +0.18% | 加碼 |
| 49 | CVX | Chevron CORP | -0.1% | +0.17% | 加碼 |
| 50 | WMT | Walmart Inc | -0.1% | +2.70% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Slocum, Gordon & Co LLP 在 Q2 2026 季度的美股持倉總市值約為 US$1.4億，共申報了 70 個公開持股部位。
在 Q2 2026 季度，Slocum, Gordon & Co LLP 按市值排列的前三大核心持股分別為：MRK (8.0%)、JNJ (7.2%)、XOM (6.0%)。其中最大持股部位 MRK 佔據整體投資組合約 8.0% 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
FE
市值: US$509.8萬
本季最大獲利了結 / 清倉標的
EMN
前期市值: US$106.8萬
在 Q2 2026 季度中，Slocum, Gordon & Co LLP 共進行了 66 項持倉異動，包含新建倉 12 個部位、加碼 16 個部位、減碼 32 個部位以及清倉 6 個部位。 其中最大新建倉標的為 FE。 本季清倉部位包含 EMN。
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。