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: 0001482012
申報總市值
US$23.0億
US$23.0億
267 檔
20.4%
根據最新整理的 13F 季度數據集，Smith Salley Wealth Management 於 Q1 2026 結束時的管理資產規模為 US$23.0億。該機構在本季度申報了 267 檔美股持倉，呈現出該時期的主要投資地圖。
觀察 Q1 2026 的申報異動，Smith Salley Wealth Management 採取了強勁的買進策略，建倉與加碼動作（合計 139 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
檢視投資組合結構，前 5 大主力部位（包含 NVDA, AAPL, MSFT）占據了總市值的 20.4%，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 267 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 | NVDA | Nvidia CORP | 股票-科技 | 6.81% | -0.04% | -0.22% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.31% | -0.13% | +0.60% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.49% | -0.54% | +1.59% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 4.01% | +0.25% | +0.90% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.94% | -0.19% | +2.54% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.47% | -0.26% | +1.16% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.38% | -0.07% | +1.73% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.32% | -0.34% | +2.06% | |
| 9 | TJX | Tjx Companies Inc | 股票-循環性消費 | 2.26% | -0.43% | +1.22% | |
| 10 | RTX | Rtx CORP | 股票-工業 | 2.08% | -0.32% | +2.72% | |
| 11 | AVGO | Broadcom Inc | 股票-科技 | 1.95% | +0.72% | +29.99% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 1.83% | -0.04% | +2.01% | |
| 13 | ADI | Analog Devices Inc | 股票-科技 | 1.77% | — | +1.05% | |
| 14 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.76% | -0.02% | +2.17% | |
| 15 | ASML | ASML Holding N.V. | 股票-科技 | 1.74% | +0.57% | -12.03% | |
| 16 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.70% | -0.31% | +2.63% | |
| 17 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.60% | -0.32% | +1.42% | |
| 18 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.47% | -0.19% | +1.14% | |
| 19 | MRVL | Marvell Technology Inc | 股票-科技 | 1.43% | -0.05% | +1.14% | |
| 20 | LIN | Linde plc | 股票-原物料 | 1.36% | -0.13% | +3.61% | |
| 21 | BN | Brookfield CORP | 股票-金融 | 1.34% | -0.14% | +1.01% | |
| 22 | CVX | Chevron CORP | 股票-能源 | 1.32% | -0.39% | +3.42% | |
| 23 | MA | Mastercard Inc - A | 股票-金融 | 1.28% | -0.16% | +0.27% | |
| 24 | ANET | Arista Networks Inc | 股票-科技 | 1.22% | +0.28% | +1.88% | |
| 25 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.19% | -0.14% | +3.79% | |
| 26 | AME | Ametek Inc | 股票-工業 | 1.17% | -0.01% | +0.96% | |
| 27 | CW | Curtiss-wright CORP | 股票-工業 | 1.13% | -0.04% | +0.89% | |
| 28 | CASY | Casey's General Stores Inc | 股票-循環性消費 | 1.12% | -0.20% | +0.94% | |
| 29 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.11% | +0.23% | +0.91% | |
| 30 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.98% | -0.24% | +1.31% | |
| 31 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.98% | -0.24% | +3.77% | |
| 32 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.97% | +0.27% | -0.03% | |
| 33 | UNP | Union Pacific CORP | 股票-工業 | 0.90% | -0.03% | +3.22% | |
| 34 | MKL | Markel Group Inc | 股票-金融 | 0.88% | -0.10% | +0.77% | |
| 35 | MU | Micron Technology Inc | 股票-科技 | 0.86% | +1.61% | -2.68% | |
| 36 | SPGI | S&p Global Inc | 股票-金融 | 0.84% | -0.15% | +1.35% | |
| 37 | PNC | Pnc Financial Services Group | 股票-金融 | 0.83% | +0.04% | +2.18% | |
| 38 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 0.81% | +0.05% | +0.67% | |
| 39 | MBB | Ishares Mbs ETF | ETF-其他 | 0.79% | -0.32% | +6.42% | |
| 40 | XOM | Exxon Mobil CORP | 股票-能源 | 0.73% | -0.73% | EXIT | |
| 41 | NOC | Northrop Grumman CORP | 股票-工業 | 0.73% | -0.26% | +0.95% | |
| 42 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.71% | -0.01% | +4.05% | |
| 43 | MDT | Medtronic plc | 股票-醫療保健 | 0.71% | -0.16% | +1.44% | |
| 44 | AZN | AstraZeneca PLC | 股票-醫療保健 | 0.68% | -0.18% | — | |
| 45 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.66% | -0.10% | +6.68% | |
| 46 | CAT | Caterpillar Inc | 股票-工業 | 0.62% | +0.21% | +9.51% | |
| 47 | CMI | Cummins Inc | 股票-工業 | 0.61% | +0.10% | +3.31% | |
| 48 | APH | Amphenol Corp-cl A | 股票-科技 | 0.61% | +1.11% | +6.17% | |
| 49 | ROP | Roper Technologies Inc | 股票-科技 | 0.60% | -0.12% | +0.95% | |
| 50 | ELV | Elevance Health Inc | 股票-醫療保健 | 0.58% | +0.09% | +3.72% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CVX | Chevron CORP | +0.4% | +3.42% | 加碼 |
| 2 | ADI | Analog Devices Inc | +0.3% | +1.05% | 加碼 |
| 3 | AVGO | Broadcom Inc | +0.3% | +29.99% | 加碼 |
| 4 | CASY | Casey's General Stores Inc | +0.3% | +0.94% | 加碼 |
| 5 | NEE | Nextera Energy Inc | +0.3% | +2.63% | 加碼 |
| 6 | LIN | Linde plc | +0.3% | +3.61% | 加碼 |
| 7 | XOM | Exxon Mobil CORP | +0.2% | +5.31% | 加碼 |
| 8 | CW | Curtiss-wright CORP | +0.2% | +0.89% | 加碼 |
| 9 | MRVL | Marvell Technology Inc | +0.2% | +1.14% | 加碼 |
| 10 | RTX | Rtx CORP | +0.2% | +2.72% | 加碼 |
| 11 | CAT | Caterpillar Inc | +0.2% | +9.51% | 加碼 |
| 12 | ASML | ASML Holding N.V. | +0.2% | -12.03% | 減碼 |
| 13 | TJX | Tjx Companies Inc | +0.2% | +1.22% | 加碼 |
| 14 | SHYG | Ishares 0-5 Yr Hy CORP Bond | +0.1% | +64.11% | 加碼 |
| 15 | JNJ | Johnson & Johnson | +0.1% | +4.05% | 加碼 |
| 16 | IGIB | Ishares 5-10y Inv Grade CORP | +0.1% | +37.33% | 加碼 |
| 17 | NOC | Northrop Grumman CORP | +0.1% | +0.95% | 加碼 |
| 18 | MU | Micron Technology Inc | +0.1% | -2.68% | 減碼 |
| 19 | PEP | Pepsico Inc | +0.1% | +3.77% | 加碼 |
| 20 | PM | Philip Morris International | +0.1% | +249.92% | 加碼 |
| 21 | COP | Conocophillips | +0.1% | +15.17% | 加碼 |
| 22 | CL | Colgate-palmolive Co | +0.1% | +7.69% | 加碼 |
| 23 | UNP | Union Pacific CORP | +0.1% | +3.22% | 加碼 |
| 24 | ETN | Eaton Corporation plc | +0.1% | +11.84% | 加碼 |
| 25 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +34.75% | 加碼 |
| 26 | VRT | Vertiv Holdings Co-a | +0.1% | -12.79% | 減碼 |
| 27 | MRK | Merck & Co. Inc. | +0.1% | +14.22% | 加碼 |
| 28 | AME | Ametek Inc | +0.1% | +0.96% | 加碼 |
| 29 | PG | Procter & Gamble Co/the | +0.1% | +3.79% | 加碼 |
| 30 | EMR | Emerson Electric Co | +0.1% | +169.50% | 加碼 |
| 31 | DUK | Duke Energy CORP | +0.1% | +4.57% | 加碼 |
| 32 | CMI | Cummins Inc | +0.1% | +3.31% | 加碼 |
| 33 | MBB | Ishares Mbs ETF | +0.1% | +6.42% | 加碼 |
| 34 | AMAT | Applied Materials Inc | +0.1% | +9.15% | 加碼 |
| 35 | KO | Coca-cola Co/the | +0.1% | +6.63% | 加碼 |
| 36 | T | At&t Inc | +0.1% | +7.16% | 加碼 |
| 37 | WMT | Walmart Inc | +0.1% | -3.11% | 減碼 |
| 38 | IGSB | Ishares 1-5y Inv Grade CORP | +0.1% | +6.68% | 加碼 |
| 39 | TXN | Texas Instruments Inc | 0% | +6.39% | 加碼 |
| 40 | FBNC | First Bancorp/nc | 0% | — | 不變 |
| 41 | AEP | American Electric Power | 0% | +3.28% | 加碼 |
| 42 | VZ | Verizon Communications Inc | 0% | +9.10% | 加碼 |
| 43 | LHX | L3harris Technologies Inc | 0% | +9.59% | 加碼 |
| 44 | IEFA | Ishares Core Msci Eafe ETF | 0% | +3.89% | 加碼 |
| 45 | SBUX | Starbucks CORP | 0% | +8.06% | 加碼 |
| 46 | AMGN | Amgen Inc | 0% | +2.93% | 加碼 |
| 47 | HON | Honeywell International Inc | 0% | +2.83% | 加碼 |
| 48 | FENY | Fidelity Msci Energy Index | 0% | +1.38% | 加碼 |
| 49 | APD | Air Products & Chemicals Inc | 0% | +7.73% | 加碼 |
| 50 | IEMG | Ishares Core Msci Emerging | 0% | +4.82% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Smith Salley Wealth Management 在 Q1 2026 季度的美股持倉總市值約為 US$23.0億，共申報了 267 個公開持股部位。
在 Q1 2026 季度，Smith Salley Wealth Management 按市值排列的前三大核心持股分別為：NVDA (6.8%)、AAPL (5.3%)、MSFT (4.5%)。其中最大持股部位 NVDA 佔據整體投資組合約 6.8% 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
AZN
市值: US$1359.2萬
本季最大獲利了結 / 清倉標的
AZNN
前期市值: US$1246.6萬
在 Q1 2026 季度中，Smith Salley Wealth Management 共進行了 192 項持倉異動，包含新建倉 12 個部位、加碼 127 個部位、減碼 44 個部位以及清倉 9 個部位。 其中最大新建倉標的為 AZN。 本季清倉部位包含 AZNN。
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。