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: 0001411530
申報總市值
US$144.9億
US$144.9億
770 檔
16.9%
Sumitomo Mitsui DS Asset Management Company, Ltd 在 Q1 2026 季度的美股部位總計估值為 US$144.9億，分散於 770 個持倉標的之中，反映其市場參與廣度與投資規模。
Q1 2026 數據顯示 Sumitomo Mitsui DS Asset Management Company, Ltd 積極進場，新開立 10 個部位並同步加碼 132 檔個股，反映機構在該季度的資金注入與籌碼積累。
在資產配置集中度方面，Sumitomo Mitsui DS Asset Management Company, Ltd 的前 5 大核心持股（包含 NVDA, AAPL, MSFT 等）合計佔整體申報市值的 16.9%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 770 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 | 5.82% | -0.20% | +0.21% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 4.79% | -0.06% | +1.74% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.14% | -0.50% | +2.65% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.72% | +0.15% | +2.70% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.37% | +0.77% | +3.95% | |
| 6 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.99% | +0.02% | +2.34% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.93% | +0.03% | +1.41% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 1.85% | +0.12% | -2.88% | |
| 9 | CAT | Caterpillar Inc | 股票-工業 | 1.81% | +0.49% | +2.87% | |
| 10 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.69% | -0.28% | +0.23% | |
| 11 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.67% | -0.08% | -1.00% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 1.20% | -0.04% | +2.32% | |
| 13 | GLDM | Spdr Gold Minishares Trust | ETF-避險與商品 | 1.20% | -0.04% | +4.27% | |
| 14 | TSLA | Tesla Inc | 股票-循環性消費 | 1.20% | -0.03% | +2.50% | |
| 15 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.18% | -0.13% | +3.58% | |
| 16 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.10% | +0.13% | +1.26% | |
| 17 | HD | Home Depot Inc | 股票-循環性消費 | 1.03% | -0.08% | +2.75% | |
| 18 | CVX | Chevron CORP | 股票-能源 | 0.99% | -0.37% | -6.19% | |
| 19 | XOM | Exxon Mobil CORP | 股票-能源 | 0.98% | -0.36% | -1.38% | |
| 20 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.93% | -0.27% | +1.79% | |
| 21 | AMGN | Amgen Inc | 股票-醫療保健 | 0.92% | -0.12% | +2.93% | |
| 22 | AXP | American Express Co | 股票-金融 | 0.90% | -0.06% | +1.51% | |
| 23 | WMT | Walmart Inc | 股票-非循環性消費 | 0.88% | -0.19% | +2.68% | |
| 24 | VUG | Vanguard Growth ETF | ETF-其他 | 0.83% | -0.01% | +3.37% | |
| 25 | VTV | Vanguard Value ETF | ETF-其他 | 0.83% | -0.02% | -8.95% | |
| 26 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.82% | +0.25% | +1.73% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.81% | -0.07% | +2.31% | |
| 28 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 0.79% | -0.05% | -4.07% | |
| 29 | IBM | Intl Business Machines CORP | 股票-科技 | 0.74% | -0.01% | +2.48% | |
| 30 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.73% | -0.07% | +2.45% | |
| 31 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.69% | -0.10% | +3.63% | |
| 32 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.67% | -0.05% | -4.36% | |
| 33 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.67% | -0.04% | +2.33% | |
| 34 | HON | Honeywell International Inc | 股票-工業 | 0.60% | -0.60% | EXIT | |
| 35 | URTH | Ishares Msci World ETF | ETF-其他 | 0.59% | +0.15% | -16.95% | |
| 36 | BAC | Bank Of America CORP | 股票-金融 | 0.58% | — | -0.38% | |
| 37 | CRM | Salesforce Inc | 股票-科技 | 0.57% | -0.18% | +1.94% | |
| 38 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.56% | — | +1.46% | |
| 39 | BA | Boeing Co/the | 股票-工業 | 0.56% | -0.04% | +3.00% | |
| 40 | CSCO | Cisco Systems Inc | 股票-科技 | 0.52% | +0.24% | +2.39% | |
| 41 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.51% | -0.09% | +3.45% | |
| 42 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.50% | -0.01% | +1.67% | |
| 43 | MA | Mastercard Inc - A | 股票-金融 | 0.49% | -0.06% | +1.16% | |
| 44 | NFLX | Netflix Inc | 股票-通訊服務 | 0.47% | -0.17% | +2.33% | |
| 45 | PM | Philip Morris International | 股票-非循環性消費 | 0.45% | -0.02% | -0.81% | |
| 46 | AMD | Advanced Micro Devices | 股票-科技 | 0.45% | +0.61% | +4.38% | |
| 47 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.45% | -0.11% | +5.54% | |
| 48 | MU | Micron Technology Inc | 股票-科技 | 0.45% | +0.97% | +2.40% | |
| 49 | WELL | Welltower Inc | 股票-房地產 | 0.44% | — | +3.97% | |
| 50 | EQIX | Equinix Inc | 股票-房地產 | 0.41% | -0.05% | -1.43% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CAT | Caterpillar Inc | +0.4% | +2.87% | 加碼 |
| 2 | XOM | Exxon Mobil CORP | +0.3% | -1.38% | 減碼 |
| 3 | JNJ | Johnson & Johnson | +0.2% | +3.58% | 加碼 |
| 4 | CVX | Chevron CORP | +0.2% | -6.19% | 減碼 |
| 5 | GLDM | Spdr Gold Minishares Trust | +0.2% | +4.27% | 加碼 |
| 6 | WMT | Walmart Inc | +0.1% | +2.68% | 加碼 |
| 7 | KLAC | Kla CORP | +0.1% | +37.02% | 加碼 |
| 8 | AMGN | Amgen Inc | +0.1% | +2.93% | 加碼 |
| 9 | HON | Honeywell International Inc | +0.1% | +2.20% | 加碼 |
| 10 | AMAT | Applied Materials Inc | +0.1% | +5.75% | 加碼 |
| 11 | STX | Seagate Technology Holdings plc | +0.1% | +25.97% | 加碼 |
| 12 | EQIX | Equinix Inc | +0.1% | -1.43% | 減碼 |
| 13 | COST | Costco Wholesale CORP | +0.1% | +3.45% | 加碼 |
| 14 | MU | Micron Technology Inc | +0.1% | +2.40% | 加碼 |
| 15 | BKR | Baker Hughes Co | +0.1% | +79.09% | 加碼 |
| 16 | GEV | GE Vernova Inc | +0.1% | +3.03% | 加碼 |
| 17 | VRT | Vertiv Holdings Co-a | +0.1% | -8.06% | 減碼 |
| 18 | LRCX | Lam Research CORP | +0.1% | +5.25% | 加碼 |
| 19 | VZ | Verizon Communications Inc | +0.1% | +0.02% | 加碼 |
| 20 | MRK | Merck & Co. Inc. | +0.1% | -4.36% | 減碼 |
| 21 | COP | Conocophillips | +0.1% | +4.11% | 加碼 |
| 22 | WDC | Western Digital CORP | +0.1% | -9.76% | 減碼 |
| 23 | FIX | Comfort Systems USA Inc | +0.1% | +4.19% | 加碼 |
| 24 | NOC | Northrop Grumman CORP | +0.1% | +38.50% | 加碼 |
| 25 | PWR | Quanta Services Inc | +0.1% | -0.60% | 減碼 |
| 26 | GLW | Corning Inc | +0.1% | +8.33% | 加碼 |
| 27 | INTC | Intel CORP | +0.1% | +1.51% | 加碼 |
| 28 | KO | Coca-cola Co/the | +0.1% | +1.67% | 加碼 |
| 29 | T | At&t Inc | +0.1% | +6.11% | 加碼 |
| 30 | NXT | Nextpower Inc-cl A | +0.1% | +54.45% | 加碼 |
| 31 | RCL | Royal Caribbean Cruises Ltd. | +0.1% | +53.75% | 加碼 |
| 32 | WELL | Welltower Inc | +0.1% | +3.97% | 加碼 |
| 33 | EOG | Eog Resources Inc | +0.1% | -0.12% | 減碼 |
| 34 | RPRX | Royalty Pharma plc | +0.1% | +230.07% | 加碼 |
| 35 | DLR | Digital Realty Trust Inc | +0.1% | +3.16% | 加碼 |
| 36 | MCD | Mcdonald's CORP | +0.1% | +1.79% | 加碼 |
| 37 | PG | Procter & Gamble Co/the | +0.1% | +3.63% | 加碼 |
| 38 | LIN | Linde plc | 0% | +1.40% | 加碼 |
| 39 | CW | Curtiss-wright CORP | 0% | +341.09% | 加碼 |
| 40 | ADI | Analog Devices Inc | 0% | +5.98% | 加碼 |
| 41 | ETN | Eaton Corporation plc | 0% | +1.41% | 加碼 |
| 42 | MRSH | Marsh & Mclennan Cos | 0% | +32.64% | 加碼 |
| 43 | DE | Deere & Co | 0% | +1.40% | 加碼 |
| 44 | AWK | American Water Works Co Inc | 0% | +13.02% | 加碼 |
| 45 | PFE | Pfizer Inc | 0% | +4.42% | 加碼 |
| 46 | PEP | Pepsico Inc | 0% | +4.69% | 加碼 |
| 47 | GILD | Gilead Sciences Inc | 0% | +1.54% | 加碼 |
| 48 | TRV | Travelers Cos Inc/the | 0% | +2.33% | 加碼 |
| 49 | VLO | Valero Energy CORP | 0% | +0.94% | 加碼 |
| 50 | CIEN | Ciena CORP | 0% | +23.84% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Sumitomo Mitsui DS Asset Management Company, Ltd 在 Q1 2026 季度的美股持倉總市值約為 US$144.9億，共申報了 770 個公開持股部位。
在 Q1 2026 季度，Sumitomo Mitsui DS Asset Management Company, Ltd 按市值排列的前三大核心持股分別為：NVDA (5.8%)、AAPL (4.8%)、MSFT (4.1%)。其中最大持股部位 NVDA 佔據整體投資組合約 5.8% 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
IGOV
市值: US$1947.0萬
本季最大獲利了結 / 清倉標的
AMCR
前期市值: US$358.7萬
在 Q1 2026 季度中，Sumitomo Mitsui DS Asset Management Company, Ltd 共進行了 198 項持倉異動，包含新建倉 10 個部位、加碼 132 個部位、減碼 54 個部位以及清倉 2 個部位。 其中最大新建倉標的為 IGOV。 本季清倉部位包含 AMCR。
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。