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: 0001597099
申報總市值
US$3.5億
US$3.5億
174 檔
15.6%
截至 Q1 2026 季度末，Somerset Trust Co 的美股持倉估值約為 US$3.5億，全數申報部位共有 174 檔。
觀察 Q1 2026 的申報異動，Somerset Trust Co 採取了強勁的買進策略，建倉與加碼動作（合計 104 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 AAPL, MSFT, JNJ）占據了總市值的 15.6%，展現出該機構在 Q1 2026 的重點資金聚焦與風險分佈特徵。
| # | 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 | AAPL | Apple Inc | 股票-科技 | 4.20% | +0.20% | +0.31% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.88% | -0.09% | +2.96% | |
| 3 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.97% | -0.11% | +0.55% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.97% | +0.08% | -1.86% | |
| 5 | WMT | Walmart Inc | 股票-非循環性消費 | 2.92% | -0.42% | -0.04% | |
| 6 | NEE | Nextera Energy Inc | 股票-公用事業 | 2.67% | -0.33% | +1.70% | |
| 7 | ADI | Analog Devices Inc | 股票-科技 | 2.63% | +0.32% | -1.03% | |
| 8 | CSCO | Cisco Systems Inc | 股票-科技 | 2.60% | +1.08% | +0.25% | |
| 9 | RTX | Rtx CORP | 股票-工業 | 2.33% | -0.20% | -0.56% | |
| 10 | AMGN | Amgen Inc | 股票-醫療保健 | 2.28% | -0.09% | +1.13% | |
| 11 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 2.24% | -0.30% | +0.73% | |
| 12 | LHX | L3harris Technologies Inc | 股票-工業 | 2.14% | -0.47% | +1.18% | |
| 13 | AFL | Aflac Inc | 股票-金融 | 1.84% | -0.03% | +0.63% | |
| 14 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.80% | -0.35% | +2.03% | |
| 15 | LIN | Linde plc | 股票-原物料 | 1.73% | -0.06% | +0.80% | |
| 16 | AVGO | Broadcom Inc | 股票-科技 | 1.71% | +0.22% | +2.73% | |
| 17 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.70% | -0.22% | -0.47% | |
| 18 | ITW | Illinois Tool Works | 股票-工業 | 1.67% | -0.06% | +1.78% | |
| 19 | FDN | First Trust Dj Internet Ind | ETF-其他 | 1.64% | +0.06% | -1.66% | |
| 20 | NSC | Norfolk Southern CORP | 股票-工業 | 1.58% | +0.03% | +1.52% | |
| 21 | GD | General Dynamics CORP | 股票-工業 | 1.57% | -0.04% | +0.70% | |
| 22 | CB | Chubb Limited | 股票-金融 | 1.46% | -0.06% | +0.74% | |
| 23 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.43% | -0.25% | +1.86% | |
| 24 | BLK | Blackrock Inc | 股票-金融 | 1.40% | -0.11% | +1.13% | |
| 25 | WEC | Wec Energy Group Inc | 股票-公用事業 | 1.33% | -0.08% | +2.00% | |
| 26 | MDT | Medtronic plc | 股票-醫療保健 | 1.29% | -0.22% | -2.05% | |
| 27 | ADP | Automatic Data Processing | 股票-科技 | 1.24% | +0.04% | +1.50% | |
| 28 | APD | Air Products & Chemicals Inc | 股票-原物料 | 1.20% | -0.07% | +2.29% | |
| 29 | PSX | Phillips 66 | 股票-能源 | 1.19% | -0.17% | +1.44% | |
| 30 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.12% | -0.07% | +2.16% | |
| 31 | EMR | Emerson Electric Co | 股票-工業 | 1.11% | +0.01% | +1.00% | |
| 32 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.08% | -0.20% | +2.59% | |
| 33 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.02% | -0.05% | +2.85% | |
| 34 | CVX | Chevron CORP | 股票-能源 | 1.00% | -0.26% | +1.47% | |
| 35 | ROST | Ross Stores Inc | 股票-循環性消費 | 0.99% | -0.09% | +0.86% | |
| 36 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.98% | +0.14% | -0.13% | |
| 37 | PAYX | Paychex Inc | 股票-科技 | 0.96% | -0.01% | +1.45% | |
| 38 | CEG | Constellation Energy | 股票-公用事業 | 0.89% | -0.15% | +4.23% | |
| 39 | ES | Eversource Energy | 股票-公用事業 | 0.89% | -0.03% | -0.25% | |
| 40 | MU | Micron Technology Inc | 股票-科技 | 0.86% | +1.18% | -6.87% | |
| 41 | MS | Morgan Stanley | 股票-金融 | 0.85% | +0.16% | +1.09% | |
| 42 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 0.85% | -0.09% | +3.05% | |
| 43 | ACN | Accenture plc | 股票-科技 | 0.84% | -0.36% | +2.26% | |
| 44 | HD | Home Depot Inc | 股票-循環性消費 | 0.84% | -0.01% | +2.04% | |
| 45 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.74% | — | +2.32% | |
| 46 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.70% | +0.18% | -0.86% | |
| 47 | DY | Dycom Industries Inc | 股票-工業 | 0.65% | +0.25% | -2.56% | |
| 48 | FDS | Factset Research Systems Inc | 股票-金融 | 0.60% | -0.60% | EXIT | |
| 49 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 0.58% | -0.06% | +3.34% | |
| 50 | COF | Capital One Financial CORP | 股票-金融 | 0.58% | +0.01% | -1.40% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | JNJ | Johnson & Johnson | +0.5% | +0.55% | 加碼 |
| 2 | NEE | Nextera Energy Inc | +0.4% | +1.70% | 加碼 |
| 3 | ADI | Analog Devices Inc | +0.4% | -1.03% | 減碼 |
| 4 | PSX | Phillips 66 | +0.4% | +1.44% | 加碼 |
| 5 | LHX | L3harris Technologies Inc | +0.3% | +1.18% | 加碼 |
| 6 | WMT | Walmart Inc | +0.3% | -0.04% | 減碼 |
| 7 | CVX | Chevron CORP | +0.3% | +1.47% | 加碼 |
| 8 | LIN | Linde plc | +0.3% | +0.80% | 加碼 |
| 9 | COST | Costco Wholesale CORP | +0.2% | -0.47% | 減碼 |
| 10 | APD | Air Products & Chemicals Inc | +0.2% | +2.29% | 加碼 |
| 11 | AMGN | Amgen Inc | +0.2% | +1.13% | 加碼 |
| 12 | ROST | Ross Stores Inc | +0.2% | +0.86% | 加碼 |
| 13 | WEC | Wec Energy Group Inc | +0.2% | +2.00% | 加碼 |
| 14 | RSPG | Invesco S&p 500 Equal Weight | +0.1% | +3.82% | 加碼 |
| 15 | ITW | Illinois Tool Works | +0.1% | +1.78% | 加碼 |
| 16 | RDDT | Reddit Inc-cl A | +0.1% | +200.00% | 加碼 |
| 17 | PEP | Pepsico Inc | +0.1% | +2.59% | 加碼 |
| 18 | RTX | Rtx CORP | +0.1% | -0.56% | 減碼 |
| 19 | T | At&t Inc | +0.1% | +3.18% | 加碼 |
| 20 | MU | Micron Technology Inc | +0.1% | -6.87% | 減碼 |
| 21 | CB | Chubb Limited | +0.1% | +0.74% | 加碼 |
| 22 | DGX | Quest Diagnostics Inc | +0.1% | +1.39% | 加碼 |
| 23 | FANG | Diamondback Energy Inc | +0.1% | +1.60% | 加碼 |
| 24 | CL | Colgate-palmolive Co | +0.1% | +2.32% | 加碼 |
| 25 | AMAT | Applied Materials Inc | +0.1% | +0.08% | 加碼 |
| 26 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -0.86% | 減碼 |
| 27 | MCD | Mcdonald's CORP | +0.1% | +2.03% | 加碼 |
| 28 | NTR | Nutrien LTD | +0.1% | +6.38% | 加碼 |
| 29 | VZ | Verizon Communications Inc | +0.1% | +2.45% | 加碼 |
| 30 | KEYS | Keysight Technologies In | +0.1% | -0.34% | 減碼 |
| 31 | LRCX | Lam Research CORP | +0.1% | -2.04% | 減碼 |
| 32 | BLBD | Blue Bird CORP | +0.1% | +10.02% | 加碼 |
| 33 | FIVE | Five Below | +0.1% | +0.03% | 加碼 |
| 34 | GILD | Gilead Sciences Inc | 0% | +1.40% | 加碼 |
| 35 | GD | General Dynamics CORP | 0% | +0.70% | 加碼 |
| 36 | MRK | Merck & Co. Inc. | 0% | +0.03% | 加碼 |
| 37 | NUKZ | Range Nuclear Renaissance | 0% | +11.53% | 加碼 |
| 38 | SOXX | Ishares Semiconductor ETF | 0% | +3.84% | 加碼 |
| 39 | HSY | Hershey Co/the | 0% | +4.92% | 加碼 |
| 40 | PG | Procter & Gamble Co/the | 0% | +2.85% | 加碼 |
| 41 | RBC | RBC Bearings Inc | 0% | -5.01% | 減碼 |
| 42 | EPD | Enterprise Products Partners | 0% | — | 不變 |
| 43 | CLX | Clorox Company | 0% | +3.30% | 加碼 |
| 44 | CRUS | Cirrus Logic Inc | 0% | +1.29% | 加碼 |
| 45 | IRM | Iron Mountain Inc | 0% | -2.61% | 減碼 |
| 46 | XOM | Exxon Mobil CORP | 0% | — | 不變 |
| 47 | GNRC | Generac Holdings Inc | 0% | — | 不變 |
| 48 | FDX | Fedex CORP | 0% | -0.08% | 減碼 |
| 49 | CSCO | Cisco Systems Inc | 0% | +0.25% | 加碼 |
| 50 | ES | Eversource Energy | 0% | -0.25% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Somerset Trust Co 在 Q1 2026 季度的美股持倉總市值約為 US$3.5億，共申報了 174 個公開持股部位。
在 Q1 2026 季度，Somerset Trust Co 按市值排列的前三大核心持股分別為：AAPL (4.2%)、MSFT (3.9%)、JNJ (3.0%)。其中最大持股部位 AAPL 佔據整體投資組合約 4.2% 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
FLCG
市值: US$94.3萬
本季最大獲利了結 / 清倉標的
CRM
前期市值: US$59.8萬
在 Q1 2026 季度中，Somerset Trust Co 共進行了 166 項持倉異動，包含新建倉 5 個部位、加碼 99 個部位、減碼 51 個部位以及清倉 11 個部位。 其中最大新建倉標的為 FLCG。 本季清倉部位包含 CRM。
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。