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: 0001904832
申報總市值
US$4.0億
US$4.0億
177 檔
16.9%
Q1 2026 季度申報顯示，Stiles Financial Services Inc 揭露的美股組合總市值為 US$4.0億，涵蓋 177 個不同之權益投資部位。
Q1 2026 的申報記錄反映 Stiles Financial Services Inc 的板塊替換策略：機構本季推動了 87 筆增持與 80 筆減持，籌碼呈現明顯的結構重組。
檢視投資組合結構，前 5 大主力部位（包含 NVDA, LRCX, AAPL）占據了總市值的 16.9%，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 | NVDA | Nvidia CORP | 股票-科技 | 8.59% | -0.45% | +1.80% | |
| 2 | LRCX | Lam Research CORP | 股票-科技 | 3.34% | +1.93% | -0.77% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.26% | -0.28% | -0.87% | |
| 4 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.70% | -0.63% | +1.25% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.66% | +0.02% | +0.09% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.56% | -0.15% | +1.23% | |
| 7 | ASML | ASML Holding N.V. | 股票-科技 | 2.51% | +0.65% | +1.44% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.43% | -0.27% | +1.46% | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 2.18% | -0.20% | +5.99% | |
| 10 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.88% | +0.04% | +3.56% | |
| 11 | FAST | Fastenal Co | 股票-工業 | 1.55% | -0.24% | +1.05% | |
| 12 | VLO | Valero Energy CORP | 股票-能源 | 1.45% | -0.21% | +0.24% | |
| 13 | AMD | Advanced Micro Devices | 股票-科技 | 1.36% | +1.82% | -0.75% | |
| 14 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.32% | -0.46% | -0.69% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.31% | -0.06% | +4.73% | |
| 16 | CME | Cme Group Inc | 股票-金融 | 1.24% | -0.44% | -1.74% | |
| 17 | HD | Home Depot Inc | 股票-循環性消費 | 1.21% | -0.07% | +5.49% | |
| 18 | RTX | Rtx CORP | 股票-工業 | 1.20% | -0.26% | -2.05% | |
| 19 | AVGO | Broadcom Inc | 股票-科技 | 1.20% | -0.05% | -0.19% | |
| 20 | STLD | Steel Dynamics Inc | 股票-原物料 | 1.17% | +0.05% | -5.08% | |
| 21 | QCOM | Qualcomm Inc | 股票-科技 | 1.17% | +0.13% | -4.07% | |
| 22 | XEL | Xcel Energy Inc | 股票-公用事業 | 1.12% | -0.19% | -1.09% | |
| 23 | GNRC | Generac Holdings Inc | 股票-工業 | 1.09% | +0.23% | +0.19% | |
| 24 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.07% | -0.19% | -2.23% | |
| 25 | DUK | Duke Energy CORP | 股票-公用事業 | 1.06% | -0.22% | +4.41% | |
| 26 | TXN | Texas Instruments Inc | 股票-科技 | 1.05% | +0.27% | -0.86% | |
| 27 | NTRS | Northern Trust CORP | 股票-金融 | 1.04% | +0.03% | +3.35% | |
| 28 | DLR | Digital Realty Trust Inc | 股票-房地產 | 1.01% | -0.16% | +6.22% | |
| 29 | XOM | Exxon Mobil CORP | 股票-能源 | 1.01% | -1.01% | EXIT | |
| 30 | PSA | Public Storage | 股票-房地產 | 1.00% | -0.01% | +2.95% | |
| 31 | CEG | Constellation Energy | 股票-公用事業 | 1.00% | -0.21% | +8.81% | |
| 32 | AMAT | Applied Materials Inc | 股票-科技 | 0.97% | +0.68% | -10.78% | |
| 33 | TGT | Target CORP | 股票-循環性消費 | 0.97% | -0.06% | +2.04% | |
| 34 | CMI | Cummins Inc | 股票-工業 | 0.94% | +0.08% | +1.07% | |
| 35 | MPWR | Monolithic Power Systems Inc | 股票-科技 | 0.93% | +0.04% | -0.29% | |
| 36 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.87% | -0.20% | -1.34% | |
| 37 | LMT | Lockheed Martin CORP | 股票-工業 | 0.87% | -0.23% | +3.13% | |
| 38 | CSCO | Cisco Systems Inc | 股票-科技 | 0.86% | +0.18% | -4.25% | |
| 39 | REGN | Regeneron Pharmaceuticals | 股票-醫療保健 | 0.86% | -0.30% | -9.00% | |
| 40 | WSM | Williams-sonoma Inc | 股票-循環性消費 | 0.83% | +0.06% | -0.76% | |
| 41 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.82% | -0.23% | +2.19% | |
| 42 | KLAC | Kla CORP | 股票-科技 | 0.80% | +0.44% | +0.96% | |
| 43 | V | Visa Inc-class A Shares | 股票-金融 | 0.78% | -0.05% | -0.58% | |
| 44 | SNPS | Synopsys Inc | 股票-科技 | 0.77% | -0.03% | +2.75% | |
| 45 | BX | Blackstone Inc | 股票-金融 | 0.77% | -0.06% | +17.44% | |
| 46 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.76% | -0.28% | -10.92% | |
| 47 | ACN | Accenture plc | 股票-科技 | 0.74% | -0.32% | +7.92% | |
| 48 | MU | Micron Technology Inc | 股票-科技 | 0.73% | +1.32% | +0.08% | |
| 49 | GLW | Corning Inc | 股票-科技 | 0.71% | +0.37% | -2.06% | |
| 50 | CAT | Caterpillar Inc | 股票-工業 | 0.69% | +0.16% | +1.01% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | LRCX | Lam Research CORP | +0.6% | -0.77% | 減碼 |
| 2 | ASML | ASML Holding N.V. | +0.5% | +1.44% | 加碼 |
| 3 | VLO | Valero Energy CORP | +0.5% | +0.24% | 加碼 |
| 4 | COST | Costco Wholesale CORP | +0.4% | +1.25% | 加碼 |
| 5 | GNRC | Generac Holdings Inc | +0.3% | +0.19% | 加碼 |
| 6 | XOM | Exxon Mobil CORP | +0.3% | +2.17% | 加碼 |
| 7 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +47.94% | 加碼 |
| 8 | GLW | Corning Inc | +0.2% | -2.06% | 減碼 |
| 9 | FAST | Fastenal Co | +0.2% | +1.05% | 加碼 |
| 10 | TGT | Target CORP | +0.2% | +2.04% | 加碼 |
| 11 | DLR | Digital Realty Trust Inc | +0.2% | +6.22% | 加碼 |
| 12 | LMT | Lockheed Martin CORP | +0.2% | +3.13% | 加碼 |
| 13 | DVN | Devon Energy CORP | +0.2% | -0.58% | 減碼 |
| 14 | MPWR | Monolithic Power Systems Inc | +0.2% | -0.29% | 減碼 |
| 15 | AMAT | Applied Materials Inc | +0.2% | -10.78% | 減碼 |
| 16 | DUK | Duke Energy CORP | +0.1% | +4.41% | 加碼 |
| 17 | KLAC | Kla CORP | +0.1% | +0.96% | 加碼 |
| 18 | CAT | Caterpillar Inc | +0.1% | +1.01% | 加碼 |
| 19 | URI | United Rentals Inc | +0.1% | +43.76% | 加碼 |
| 20 | ORCL | Oracle CORP | +0.1% | +117.86% | 加碼 |
| 21 | MU | Micron Technology Inc | +0.1% | +0.08% | 加碼 |
| 22 | NEE | Nextera Energy Inc | +0.1% | -1.34% | 減碼 |
| 23 | TXN | Texas Instruments Inc | +0.1% | -0.86% | 減碼 |
| 24 | STX | Seagate Technology Holdings plc | +0.1% | +3.46% | 加碼 |
| 25 | AFIX | Allspring Brd Mrkt Core Bnd | +0.1% | +32.65% | 加碼 |
| 26 | BNY | Bank Of New York Mellon CORP | +0.1% | +42.41% | 加碼 |
| 27 | UNP | Union Pacific CORP | +0.1% | +20.45% | 加碼 |
| 28 | UPS | United Parcel Service-cl B | +0.1% | +27.16% | 加碼 |
| 29 | CVX | Chevron CORP | +0.1% | +2.78% | 加碼 |
| 30 | CME | Cme Group Inc | +0.1% | -1.74% | 減碼 |
| 31 | PSA | Public Storage | +0.1% | +2.95% | 加碼 |
| 32 | XEL | Xcel Energy Inc | +0.1% | -1.09% | 減碼 |
| 33 | ANET | Arista Networks Inc | +0.1% | +37.05% | 加碼 |
| 34 | COP | Conocophillips | +0.1% | -1.18% | 減碼 |
| 35 | CMI | Cummins Inc | +0.1% | +1.07% | 加碼 |
| 36 | LYB | LyondellBasell Industries N.V. | +0.1% | -5.02% | 減碼 |
| 37 | SO | Southern Co/the | +0.1% | +1.56% | 加碼 |
| 38 | NTRS | Northern Trust CORP | 0% | +3.35% | 加碼 |
| 39 | DE | Deere & Co | 0% | -1.84% | 減碼 |
| 40 | PWR | Quanta Services Inc | 0% | +1.75% | 加碼 |
| 41 | PSX | Phillips 66 | 0% | -3.24% | 減碼 |
| 42 | TJX | Tjx Companies Inc | 0% | -0.69% | 減碼 |
| 43 | EQIX | Equinix Inc | 0% | +0.20% | 加碼 |
| 44 | KO | Coca-cola Co/the | 0% | -0.56% | 減碼 |
| 45 | RTX | Rtx CORP | 0% | -2.05% | 減碼 |
| 46 | BKAG | Bny Mellon Core Bond ETF | 0% | +6.17% | 加碼 |
| 47 | JNJ | Johnson & Johnson | 0% | +0.12% | 加碼 |
| 48 | SMH | Vaneck Semiconductor ETF | 0% | +13.49% | 加碼 |
| 49 | ADI | Analog Devices Inc | 0% | -1.70% | 減碼 |
| 50 | WELL | Welltower Inc | 0% | -2.54% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Stiles Financial Services Inc 在 Q1 2026 季度的美股持倉總市值約為 US$4.0億，共申報了 177 個公開持股部位。
在 Q1 2026 季度，Stiles Financial Services Inc 按市值排列的前三大核心持股分別為：NVDA (8.6%)、LRCX (3.3%)、AAPL (3.3%)。其中最大持股部位 NVDA 佔據整體投資組合約 8.6% 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
DINO
市值: US$50.4萬
本季最大獲利了結 / 清倉標的
CPRT
前期市值: US$31.4萬
在 Q1 2026 季度中，Stiles Financial Services Inc 共進行了 167 項持倉異動，包含新建倉 8 個部位、加碼 79 個部位、減碼 77 個部位以及清倉 3 個部位。 其中最大新建倉標的為 DINO。 本季清倉部位包含 CPRT。
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。