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: 0001605522
申報總市值
US$2.6億
US$2.6億
193 檔
28.2%
截至 Q1 2026 季度末，St. Johns Investment Management Company, LLC 的美股持倉估值約為 US$2.6億，全數申報部位共有 193 檔。
觀察 Q1 2026 的申報異動，St. Johns Investment Management Company, LLC 採取了強勁的買進策略，建倉與加碼動作（合計 68 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。
整體而言，St. Johns Investment Management Company, LLC 的前 5 大持股（包含 SCHX, SCHA, AAPL）貢獻了組合市值的 28.2%，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 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 11.06% | +0.11% | +0.89% | |
| 2 | SCHA | Schwab US Small-cap ETF | ETF-其他 | 5.41% | +0.50% | +1.99% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 5.39% | +0.11% | +0.73% | |
| 4 | SCHM | Schwab US Mid Cap ETF | ETF-其他 | 5.26% | +0.27% | +1.30% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 4.23% | +0.10% | -0.74% | |
| 6 | GLD | Spdr Gold Shares | ETF-避險與商品 | 3.44% | -0.91% | -6.92% | |
| 7 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 3.20% | -0.36% | +5.09% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 3.18% | -0.19% | +11.12% | |
| 9 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 2.36% | +0.04% | -2.44% | |
| 10 | XLK | Ss Technology Select Sector | ETF-科技型 | 2.34% | +0.65% | +4.01% | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.33% | +0.16% | -0.86% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.32% | +0.07% | -2.77% | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.13% | +0.17% | -6.90% | |
| 14 | NVDA | Nvidia CORP | 股票-科技 | 2.13% | +0.09% | +2.10% | |
| 15 | WMT | Walmart Inc | 股票-非循環性消費 | 2.07% | -0.41% | -0.16% | |
| 16 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.05% | -0.01% | +0.68% | |
| 17 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.47% | +0.05% | +4.14% | |
| 18 | AXP | American Express Co | 股票-金融 | 1.40% | +0.10% | +4.83% | |
| 19 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.33% | -0.14% | -0.83% | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 1.23% | -0.38% | +0.23% | |
| 21 | XLI | Ss Industrial Select Sector | ETF-其他 | 1.23% | +0.06% | +4.16% | |
| 22 | BAC | Bank Of America CORP | 股票-金融 | 1.21% | +0.08% | +4.28% | |
| 23 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 1.16% | -0.15% | -0.41% | |
| 24 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 1.00% | +0.02% | -2.69% | |
| 25 | CMI | Cummins Inc | 股票-工業 | 0.94% | +0.07% | -10.44% | |
| 26 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.87% | -0.06% | +2.42% | |
| 27 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.87% | -0.13% | +1.98% | |
| 28 | XLF | Ss Financial Select Sector | ETF-其他 | 0.86% | -0.01% | -1.26% | |
| 29 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.85% | +0.06% | -0.72% | |
| 30 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.82% | -0.17% | +0.63% | |
| 31 | AMGN | Amgen Inc | 股票-醫療保健 | 0.78% | -0.07% | +0.88% | |
| 32 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.77% | -0.01% | +5.16% | |
| 33 | TFC | Truist Financial CORP | 股票-金融 | 0.76% | -0.02% | +1.65% | |
| 34 | GLW | Corning Inc | 股票-科技 | 0.76% | +0.16% | -23.17% | |
| 35 | V | Visa Inc-class A Shares | 股票-金融 | 0.71% | +0.04% | +2.83% | |
| 36 | SYK | Stryker CORP | 股票-醫療保健 | 0.71% | -0.12% | +0.19% | |
| 37 | HD | Home Depot Inc | 股票-循環性消費 | 0.68% | +0.07% | +2.62% | |
| 38 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.66% | -0.03% | +1.55% | |
| 39 | CVX | Chevron CORP | 股票-能源 | 0.65% | -0.18% | +3.67% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.64% | — | +6.12% | |
| 41 | CSCO | Cisco Systems Inc | 股票-科技 | 0.60% | +0.20% | +1.14% | |
| 42 | AMD | Advanced Micro Devices | 股票-科技 | 0.59% | +0.33% | -0.42% | |
| 43 | ORCL | Oracle CORP | 股票-科技 | 0.58% | -0.06% | -4.68% | |
| 44 | NOC | Northrop Grumman CORP | 股票-工業 | 0.56% | -0.19% | +0.05% | |
| 45 | QCOM | Qualcomm Inc | 股票-科技 | 0.55% | +0.13% | -5.24% | |
| 46 | DE | Deere & Co | 股票-工業 | 0.54% | +0.01% | +6.14% | |
| 47 | GD | General Dynamics CORP | 股票-工業 | 0.53% | -0.04% | +2.73% | |
| 48 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.53% | -0.07% | +2.74% | |
| 49 | FITB | Fifth Third Bancorp | 股票-金融 | 0.51% | +0.04% | +4.16% | |
| 50 | FDX | Fedex CORP | 股票-工業 | 0.51% | -0.12% | +3.49% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SCHD | Schwab US Dvd Equity ETF | +0.5% | +5.09% | 加碼 |
| 2 | XOM | Exxon Mobil CORP | +0.4% | +0.23% | 加碼 |
| 3 | SCHM | Schwab US Mid Cap ETF | +0.3% | +1.30% | 加碼 |
| 4 | SCHA | Schwab US Small-cap ETF | +0.3% | +1.99% | 加碼 |
| 5 | WMT | Walmart Inc | +0.2% | -0.16% | 減碼 |
| 6 | CVX | Chevron CORP | +0.2% | +3.67% | 加碼 |
| 7 | VLO | Valero Energy CORP | +0.2% | -1.55% | 減碼 |
| 8 | JNJ | Johnson & Johnson | +0.2% | +2.42% | 加碼 |
| 9 | COST | Costco Wholesale CORP | +0.1% | +1.98% | 加碼 |
| 10 | MRK | Merck & Co. Inc. | +0.1% | +5.16% | 加碼 |
| 11 | GLW | Corning Inc | +0.1% | -23.17% | 減碼 |
| 12 | DE | Deere & Co | +0.1% | +6.14% | 加碼 |
| 13 | LMT | Lockheed Martin CORP | +0.1% | +2.95% | 加碼 |
| 14 | FDX | Fedex CORP | +0.1% | +3.49% | 加碼 |
| 15 | XLE | Ss Energy Select Sector | +0.1% | -1.83% | 減碼 |
| 16 | XLI | Ss Industrial Select Sector | +0.1% | +4.16% | 加碼 |
| 17 | NOC | Northrop Grumman CORP | +0.1% | +0.05% | 加碼 |
| 18 | T | At&t Inc | +0.1% | +5.15% | 加碼 |
| 19 | XHB | Ss Spdr S&p Homebldrs ETF | +0.1% | +28.74% | 加碼 |
| 20 | NEE | Nextera Energy Inc | +0.1% | +2.74% | 加碼 |
| 21 | SBUX | Starbucks CORP | +0.1% | +20.38% | 加碼 |
| 22 | PEP | Pepsico Inc | +0.1% | +7.23% | 加碼 |
| 23 | VZ | Verizon Communications Inc | +0.1% | +3.37% | 加碼 |
| 24 | KO | Coca-cola Co/the | +0.1% | +1.55% | 加碼 |
| 25 | AMGN | Amgen Inc | +0.1% | +0.88% | 加碼 |
| 26 | GLD | Spdr Gold Shares | +0.1% | -6.92% | 減碼 |
| 27 | PFE | Pfizer Inc | +0.1% | +8.39% | 加碼 |
| 28 | SO | Southern Co/the | +0.1% | +2.47% | 加碼 |
| 29 | KR | Kroger Co | +0.1% | -1.88% | 減碼 |
| 30 | UNP | Union Pacific CORP | 0% | +5.35% | 加碼 |
| 31 | UPS | United Parcel Service-cl B | 0% | +10.46% | 加碼 |
| 32 | GD | General Dynamics CORP | 0% | +2.73% | 加碼 |
| 33 | ECL | Ecolab Inc | 0% | +4.59% | 加碼 |
| 34 | MCD | Mcdonald's CORP | 0% | +0.63% | 加碼 |
| 35 | FTNT | Fortinet Inc | 0% | +5.14% | 加碼 |
| 36 | AWK | American Water Works Co Inc | 0% | +5.16% | 加碼 |
| 37 | IBIT | Ishares Bitcoin Trust ETF | 0% | +394.37% | 加碼 |
| 38 | HON | Honeywell International Inc | 0% | — | 不變 |
| 39 | XLB | Ss Materials Select Sector | 0% | +1.34% | 加碼 |
| 40 | FITB | Fifth Third Bancorp | 0% | +4.16% | 加碼 |
| 41 | PG | Procter & Gamble Co/the | 0% | +2.19% | 加碼 |
| 42 | ALL | Allstate CORP | 0% | +3.31% | 加碼 |
| 43 | CAT | Caterpillar Inc | 0% | — | 不變 |
| 44 | CVS | Cvs Health CORP | 0% | +13.90% | 加碼 |
| 45 | CSCO | Cisco Systems Inc | 0% | +1.14% | 加碼 |
| 46 | WRB | Wr Berkley CORP | 0% | +25.49% | 加碼 |
| 47 | XLU | St Sr Utl Sl Se Spdr Etf-usd | 0% | +0.65% | 加碼 |
| 48 | MPC | Marathon Petroleum CORP | 0% | — | 不變 |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +6.12% | 加碼 |
| 50 | CNQ | Canadian Natural Resources | 0% | — | 不變 |
根據 SEC 官方 Form 13F 申報備案，St. Johns Investment Management Company, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$2.6億，共申報了 193 個公開持股部位。
在 Q1 2026 季度，St. Johns Investment Management Company, LLC 按市值排列的前三大核心持股分別為：SCHX (11.1%)、SCHA (5.4%)、AAPL (5.4%)。其中最大持股部位 SCHX 佔據整體投資組合約 11.1% 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
IGV
市值: US$12.6萬
本季最大獲利了結 / 清倉標的
URNM
前期市值: US$7.5萬
在 Q1 2026 季度中，St. Johns Investment Management Company, LLC 共進行了 103 項持倉異動，包含新建倉 7 個部位、加碼 61 個部位、減碼 30 個部位以及清倉 5 個部位。 其中最大新建倉標的為 IGV。 本季清倉部位包含 URNM。
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。