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: 0001731876
申報總市值
US$10.1億
US$10.1億
782 檔
18.3%
截至 Q1 2026 季度末，Steigerwald, Gordon & Koch Inc. 的美股持倉估值約為 US$10.1億，全數申報部位共有 782 檔。
Steigerwald, Gordon & Koch Inc. 在 Q1 2026 的調整主要集中於風險出清，清倉與減碼部位合計達 107 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
檢視投資組合結構，前 5 大主力部位（包含 AAPL, JPM, RTX）占據了總市值的 18.3%，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 782 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 | AAPL | Apple Inc | 股票-科技 | 4.85% | +0.37% | -1.26% | |
| 2 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.62% | +0.21% | -0.51% | |
| 3 | RTX | Rtx CORP | 股票-工業 | 3.62% | -0.24% | -1.16% | |
| 4 | WMT | Walmart Inc | 股票-非循環性消費 | 3.46% | -0.49% | -0.69% | |
| 5 | CACI | Caci International Inc -cl A | 股票-科技 | 3.42% | -0.65% | -0.59% | |
| 6 | MCK | Mckesson CORP | 股票-醫療保健 | 3.24% | -0.53% | -0.34% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 3.23% | -0.08% | +0.39% | |
| 8 | DE | Deere & Co | 股票-工業 | 3.12% | +0.20% | -0.22% | |
| 9 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.88% | -0.01% | +0.49% | |
| 10 | TRV | Travelers Cos Inc/the | 股票-金融 | 2.83% | +0.22% | +0.16% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.72% | +0.52% | +1.45% | |
| 12 | WFC | Wells Fargo & Co | 股票-金融 | 2.69% | -0.03% | -0.11% | |
| 13 | DKS | Dick's Sporting Goods Inc | 股票-循環性消費 | 2.61% | +0.22% | -0.04% | |
| 14 | AMGN | Amgen Inc | 股票-醫療保健 | 2.56% | -0.04% | +0.44% | |
| 15 | V | Visa Inc-class A Shares | 股票-金融 | 2.55% | +0.24% | +1.51% | |
| 16 | IBM | Intl Business Machines CORP | 股票-科技 | 2.43% | +0.29% | +0.82% | |
| 17 | NEE | Nextera Energy Inc | 股票-公用事業 | 2.38% | -0.22% | +1.30% | |
| 18 | SYK | Stryker CORP | 股票-醫療保健 | 2.35% | -0.16% | +1.52% | |
| 19 | KMI | Kinder Morgan, Inc. | 股票-能源 | 2.34% | -0.18% | +1.35% | |
| 20 | VTR | Ventas Inc | 股票-房地產 | 2.33% | +0.09% | +0.47% | |
| 21 | LIN | Linde plc | 股票-原物料 | 1.82% | +0.02% | +4.79% | |
| 22 | CHKP | Check Point Software Technologies Ltd. | 股票-科技 | 1.82% | -0.32% | +0.50% | |
| 23 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.78% | +0.04% | +1.28% | |
| 24 | CARR | Carrier Global CORP | 股票-工業 | 1.71% | +0.43% | -0.37% | |
| 25 | ADP | Automatic Data Processing | 股票-科技 | 1.69% | +0.09% | +1.31% | |
| 26 | PFE | Pfizer Inc | 股票-醫療保健 | 1.50% | -0.30% | +1.35% | |
| 27 | ACN | Accenture plc | 股票-科技 | 1.43% | -0.62% | -2.73% | |
| 28 | SYY | Sysco CORP | 股票-非循環性消費 | 1.41% | +0.16% | +0.91% | |
| 29 | ELV | Elevance Health Inc | 股票-醫療保健 | 1.35% | +0.37% | -1.36% | |
| 30 | ORCL | Oracle CORP | 股票-科技 | 1.30% | -0.05% | -2.31% | |
| 31 | T | At&t Inc | 股票-通訊服務 | 1.28% | -0.40% | +3.58% | |
| 32 | OTIS | Otis Worldwide CORP | 股票-工業 | 1.19% | -0.28% | -0.47% | |
| 33 | Q | Qnity Electronics Inc | 股票-科技 | 1.17% | +0.49% | +16.27% | |
| 34 | OMC | Omnicom Group | 股票-通訊服務 | 1.13% | -0.18% | -2.65% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.05% | +0.12% | +1.43% | |
| 36 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.05% | -0.24% | -4.89% | |
| 37 | RVTY | Revvity Inc | 股票-醫療保健 | 0.98% | +0.16% | -1.05% | |
| 38 | 6D8 | Dupont De Nemours Inc | 股票-其他 | 0.91% | -0.91% | EXIT | |
| 39 | ZTS | Zoetis Inc | 股票-醫療保健 | 0.88% | -0.64% | -19.53% | |
| 40 | BA | Boeing Co/the | 股票-工業 | 0.78% | +0.03% | +6.78% | |
| 41 | BWA | Borgwarner Inc | 股票-循環性消費 | 0.74% | +0.13% | +5.35% | |
| 42 | TROW | T Rowe Price Group Inc | 股票-金融 | 0.65% | -0.32% | -29.62% | |
| 43 | CDNS | Cadence Design Sys Inc | 股票-科技 | 0.62% | +1.08% | +8329.46% | |
| 44 | ADBE | Adobe Inc | 股票-科技 | 0.57% | -0.43% | -37.92% | |
| 45 | UPS | United Parcel Service-cl B | 股票-工業 | 0.56% | -0.08% | -7.11% | |
| 46 | NVDA | Nvidia CORP | 股票-科技 | 0.51% | +0.05% | -1.01% | |
| 47 | CTVA | Corteva Inc | 股票-原物料 | 0.49% | -0.05% | -0.13% | |
| 48 | GIS | General Mills Inc | 股票-非循環性消費 | 0.46% | -0.32% | -21.49% | |
| 49 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.44% | +1.07% | +826.80% | |
| 50 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.34% | +0.05% | -0.64% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | DE | Deere & Co | +0.7% | -0.22% | 減碼 |
| 2 | CDNS | Cadence Design Sys Inc | +0.6% | +8329.46% | 加碼 |
| 3 | JNJ | Johnson & Johnson | +0.6% | +0.49% | 加碼 |
| 4 | KMI | Kinder Morgan, Inc. | +0.6% | +1.35% | 加碼 |
| 5 | WMT | Walmart Inc | +0.5% | -0.69% | 減碼 |
| 6 | Q | Qnity Electronics Inc | +0.5% | +16.27% | 加碼 |
| 7 | NEE | Nextera Energy Inc | +0.5% | +1.30% | 加碼 |
| 8 | LIN | Linde plc | +0.4% | +4.79% | 加碼 |
| 9 | GS | Goldman Sachs Group Inc | +0.4% | +826.80% | 加碼 |
| 10 | MCK | Mckesson CORP | +0.4% | -0.34% | 減碼 |
| 11 | RTX | Rtx CORP | +0.4% | -1.16% | 減碼 |
| 12 | AMGN | Amgen Inc | +0.3% | +0.44% | 加碼 |
| 13 | T | At&t Inc | +0.3% | +3.58% | 加碼 |
| 14 | PFE | Pfizer Inc | +0.3% | +1.35% | 加碼 |
| 15 | VTR | Ventas Inc | +0.3% | +0.47% | 加碼 |
| 16 | KO | Coca-cola Co/the | +0.3% | +1.28% | 加碼 |
| 17 | CACI | Caci International Inc -cl A | +0.3% | -0.59% | 減碼 |
| 18 | 6D8 | Dupont De Nemours Inc | +0.3% | +13.11% | 加碼 |
| 19 | XOM | Exxon Mobil CORP | +0.2% | +118.04% | 加碼 |
| 20 | BWA | Borgwarner Inc | +0.2% | +5.35% | 加碼 |
| 21 | CARR | Carrier Global CORP | +0.2% | -0.37% | 減碼 |
| 22 | TRV | Travelers Cos Inc/the | +0.2% | +0.16% | 加碼 |
| 23 | DKS | Dick's Sporting Goods Inc | +0.2% | -0.04% | 減碼 |
| 24 | CTVA | Corteva Inc | +0.1% | -0.13% | 減碼 |
| 25 | SYY | Sysco CORP | +0.1% | +0.91% | 加碼 |
| 26 | COP | Conocophillips | +0.1% | +627.89% | 加碼 |
| 27 | DOW | Dow Inc | +0.1% | -22.30% | 減碼 |
| 28 | CAT | Caterpillar Inc | +0.1% | -4.95% | 減碼 |
| 29 | SYK | Stryker CORP | 0% | +1.52% | 加碼 |
| 30 | PHIN | Phinia Inc | 0% | -0.89% | 減碼 |
| 31 | BA | Boeing Co/the | 0% | +6.78% | 加碼 |
| 32 | IVV | Ishares Core S&p 500 ETF | 0% | +1.43% | 加碼 |
| 33 | LMT | Lockheed Martin CORP | 0% | +3.42% | 加碼 |
| 34 | COST | Costco Wholesale CORP | 0% | +1.49% | 加碼 |
| 35 | IJH | Ishares Core S&p Midcap ETF | 0% | +0.89% | 加碼 |
| 36 | IJR | Ishares Core S&p Small-cap E | 0% | -0.64% | 減碼 |
| 37 | DVY | Ishares Select Dividend ETF | 0% | +157.23% | 加碼 |
| 38 | VYM | Vanguard High Dvd Yield ETF | 0% | +8.77% | 加碼 |
| 39 | TSM | Taiwan Semiconductor-sp Adr | 0% | -0.06% | 減碼 |
| 40 | RSP | Invesco S&p 500 Equal Weight | 0% | +34.92% | 加碼 |
| 41 | VTV | Vanguard Value ETF | 0% | +223.46% | 加碼 |
| 42 | CVX | Chevron CORP | 0% | +0.12% | 加碼 |
| 43 | AMAT | Applied Materials Inc | 0% | +5.29% | 加碼 |
| 44 | SO | Southern Co/the | 0% | +194.99% | 加碼 |
| 45 | CIEN | Ciena CORP | 0% | -12.50% | 減碼 |
| 46 | VZ | Verizon Communications Inc | 0% | -1.44% | 減碼 |
| 47 | ASML | ASML Holding N.V. | 0% | -1.03% | 減碼 |
| 48 | MSTR | Strategy Inc | 0% | +1160.42% | 加碼 |
| 49 | SLB | Slb LTD | 0% | +291.97% | 加碼 |
| 50 | BCPC | Balchem CORP | 0% | — | 不變 |
根據 SEC 官方 Form 13F 申報備案，Steigerwald, Gordon & Koch Inc. 在 Q1 2026 季度的美股持倉總市值約為 US$10.1億，共申報了 782 個公開持股部位。
在 Q1 2026 季度，Steigerwald, Gordon & Koch Inc. 按市值排列的前三大核心持股分別為：AAPL (4.8%)、JPM (3.6%)、RTX (3.6%)。其中最大持股部位 AAPL 佔據整體投資組合約 4.8% 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$22.6萬
本季最大獲利了結 / 清倉標的
ABBNY
前期市值: US$2817.0萬
在 Q1 2026 季度中，Steigerwald, Gordon & Koch Inc. 共進行了 182 項持倉異動，包含新建倉 3 個部位、加碼 72 個部位、減碼 84 個部位以及清倉 23 個部位。 其中最大新建倉標的為 AZN。 本季清倉部位包含 ABBNY。
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。