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: 0000720672
申報總市值
US$1202.1億
US$1202.1億
3624 檔
9.6%
Q1 2026 季度申報顯示，Stifel Financial CORP 揭露的美股組合總市值為 US$1202.1億，涵蓋 3624 個不同之權益投資部位。
Stifel Financial CORP 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 117 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。
整體而言，Stifel Financial CORP 的前 5 大持股（包含 NVDA, AAPL, MSFT）貢獻了組合市值的 9.6%，形成該機構在 Q1 2026 季度的基本面基石。
僅顯示前 200 大持股（共 3624 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 | 2.66% | +0.09% | -2.93% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 2.58% | +0.07% | -2.21% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.27% | -0.27% | -5.05% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.58% | +0.09% | -1.02% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.55% | +0.16% | -1.59% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 1.28% | +0.14% | -2.80% | |
| 7 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.04% | +0.01% | -1.31% | |
| 8 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.01% | -0.07% | -8.46% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.97% | +0.01% | -2.99% | |
| 10 | CSCO | Cisco Systems Inc | 股票-科技 | 0.96% | +0.28% | +0.22% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.96% | -0.11% | +3.29% | |
| 12 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.92% | -0.05% | -2.99% | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 0.91% | — | -2.85% | |
| 14 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.91% | -0.21% | -0.50% | |
| 15 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.89% | +0.12% | +0.28% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.87% | +0.08% | +1.34% | |
| 17 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.76% | +0.17% | +5.32% | |
| 18 | HD | Home Depot Inc | 股票-循環性消費 | 0.76% | -0.01% | +0.34% | |
| 19 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.75% | +0.01% | +51.24% | |
| 20 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.73% | -0.15% | -1.93% | |
| 21 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.67% | -0.07% | -2.49% | |
| 22 | LMT | Lockheed Martin CORP | 股票-工業 | 0.67% | -0.18% | -3.31% | |
| 23 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.66% | +0.13% | -1.82% | |
| 24 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.64% | -0.10% | -2.90% | |
| 25 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.63% | +0.04% | +0.32% | |
| 26 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.61% | -0.05% | +1.26% | |
| 27 | IBM | Intl Business Machines CORP | 股票-科技 | 0.60% | +0.04% | -1.83% | |
| 28 | CVX | Chevron CORP | 股票-能源 | 0.59% | -0.17% | -2.51% | |
| 29 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.58% | -0.03% | -2.32% | |
| 30 | XOM | Exxon Mobil CORP | 股票-能源 | 0.58% | -0.28% | -6.59% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.58% | +0.07% | +8.98% | |
| 32 | TXN | Texas Instruments Inc | 股票-科技 | 0.52% | +0.14% | +0.21% | |
| 33 | AMGN | Amgen Inc | 股票-醫療保健 | 0.50% | -0.03% | -2.47% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 0.49% | -0.01% | -2.26% | |
| 35 | UNP | Union Pacific CORP | 股票-工業 | 0.48% | — | -1.88% | |
| 36 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.48% | +0.02% | -10.13% | |
| 37 | ETN | Eaton Corporation plc | 股票-工業 | 0.47% | +0.03% | +1.70% | |
| 38 | MDT | Medtronic plc | 股票-醫療保健 | 0.46% | -0.07% | -1.86% | |
| 39 | WM | Waste Management Inc | 股票-工業 | 0.45% | -0.08% | -2.62% | |
| 40 | NFLX | Netflix Inc | 股票-通訊服務 | 0.45% | -0.12% | +4.16% | |
| 41 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.44% | -0.07% | -2.55% | |
| 42 | APD | Air Products & Chemicals Inc | 股票-原物料 | 0.44% | -0.33% | +4.39% | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.43% | +0.13% | +5.15% | |
| 44 | APH | Amphenol Corp-cl A | 股票-科技 | 0.43% | +0.12% | +1.53% | |
| 45 | CMI | Cummins Inc | 股票-工業 | 0.42% | -0.07% | -8.87% | |
| 46 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.40% | +0.01% | +2.88% | |
| 47 | ACN | Accenture plc | 股票-科技 | 0.40% | -0.11% | -1.73% | |
| 48 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 0.39% | -0.03% | -0.84% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.39% | -0.06% | -4.49% | |
| 50 | WMT | Walmart Inc | 股票-非循環性消費 | 0.39% | -0.08% | -65.16% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | YUM | Yum! Brands Inc | +0.2% | +794.54% | 加碼 |
| 2 | ABBV | Abbvie Inc | +0.2% | +51.24% | 加碼 |
| 3 | CVX | Chevron CORP | +0.2% | -2.51% | 減碼 |
| 4 | XOM | Exxon Mobil CORP | +0.2% | -6.59% | 減碼 |
| 5 | LMT | Lockheed Martin CORP | +0.1% | -3.31% | 減碼 |
| 6 | MRK | Merck & Co. Inc. | +0.1% | -2.99% | 減碼 |
| 7 | GLW | Corning Inc | +0.1% | -9.38% | 減碼 |
| 8 | JNJ | Johnson & Johnson | +0.1% | -8.46% | 減碼 |
| 9 | APD | Air Products & Chemicals Inc | +0.1% | +4.39% | 加碼 |
| 10 | PEP | Pepsico Inc | +0.1% | -0.50% | 減碼 |
| 11 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +17.36% | 加碼 |
| 12 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +30.94% | 加碼 |
| 13 | VZ | Verizon Communications Inc | +0.1% | +2.85% | 加碼 |
| 14 | COST | Costco Wholesale CORP | +0.1% | -2.90% | 減碼 |
| 15 | ASML | ASML Holding N.V. | +0.1% | +6.35% | 加碼 |
| 16 | TLT | Ishares 20+ Year Treasury Bd | +0.1% | +62.46% | 加碼 |
| 17 | EMN | Eastman Chemical Co | +0.1% | +1779.03% | 加碼 |
| 18 | HON | Honeywell International Inc | +0.1% | +4.59% | 加碼 |
| 19 | GEV | GE Vernova Inc | +0.1% | +0.75% | 加碼 |
| 20 | CAT | Caterpillar Inc | +0.1% | -4.64% | 減碼 |
| 21 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +3.29% | 加碼 |
| 22 | TGT | Target CORP | +0.1% | +13.14% | 加碼 |
| 23 | DOW | Dow Inc | +0.1% | -2.05% | 減碼 |
| 24 | ETN | Eaton Corporation plc | +0.1% | +1.70% | 加碼 |
| 25 | TXN | Texas Instruments Inc | +0.1% | +0.21% | 加碼 |
| 26 | PAYX | Paychex Inc | +0.1% | +90.85% | 加碼 |
| 27 | WMB | Williams Cos Inc | +0.1% | +2.25% | 加碼 |
| 28 | CGDV | Cap Group Dividend Value | +0.1% | +27.95% | 加碼 |
| 29 | SLB | Slb LTD | +0.1% | +3.04% | 加碼 |
| 30 | VRT | Vertiv Holdings Co-a | +0.1% | -3.69% | 減碼 |
| 31 | CHD | Church & Dwight Co Inc | +0.1% | -0.20% | 減碼 |
| 32 | EQR | Equity Residential | 0% | +911.66% | 加碼 |
| 33 | VLO | Valero Energy CORP | 0% | -0.26% | 減碼 |
| 34 | PFE | Pfizer Inc | 0% | +5.30% | 加碼 |
| 35 | AMAT | Applied Materials Inc | 0% | -9.09% | 減碼 |
| 36 | PWR | Quanta Services Inc | 0% | -2.36% | 減碼 |
| 37 | DE | Deere & Co | 0% | -0.52% | 減碼 |
| 38 | CASY | Casey's General Stores Inc | 0% | -1.86% | 減碼 |
| 39 | LIN | Linde plc | 0% | +0.28% | 加碼 |
| 40 | LNG | Cheniere Energy Inc | 0% | +6.39% | 加碼 |
| 41 | KO | Coca-cola Co/the | 0% | -2.32% | 減碼 |
| 42 | SHEL | Shell Plc-adr | 0% | +0.52% | 加碼 |
| 43 | SPYV | Ss Spdr P S&p 500 Value ETF | 0% | +30.11% | 加碼 |
| 44 | MSI | Motorola Solutions Inc | 0% | -0.86% | 減碼 |
| 45 | XLU | St Sr Utl Sl Se Spdr Etf-usd | 0% | +29.39% | 加碼 |
| 46 | NFLX | Netflix Inc | 0% | +4.16% | 加碼 |
| 47 | EFG | Ishares Msci Eafe Growth ETF | 0% | +244.56% | 加碼 |
| 48 | GOVT | Ishares US Treasury Bond ETF | 0% | +181.74% | 加碼 |
| 49 | HUN | Huntsman CORP | 0% | +124.46% | 加碼 |
| 50 | IGSB | Ishares 1-5y Inv Grade CORP | 0% | +18.61% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Stifel Financial CORP 在 Q1 2026 季度的美股持倉總市值約為 US$1202.1億，共申報了 3624 個公開持股部位。
在 Q1 2026 季度，Stifel Financial CORP 按市值排列的前三大核心持股分別為：NVDA (2.7%)、AAPL (2.6%)、MSFT (2.3%)。其中最大持股部位 NVDA 佔據整體投資組合約 2.7% 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$1.3億
本季最大獲利了結 / 清倉標的
AZNN
前期市值: US$1.2億
在 Q1 2026 季度中，Stifel Financial CORP 共進行了 200 項持倉異動，包含新建倉 5 個部位、加碼 78 個部位、減碼 114 個部位以及清倉 3 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。