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: 0001280043
申報總市值
US$30.4億
US$30.4億
285 檔
20.5%
截至 Q1 2026 季度末，Summitry LLC 的美股持倉估值約為 US$30.4億，全數申報部位共有 285 檔。
觀察 Q1 2026 的申報異動，Summitry LLC 採取了強勁的買進策略，建倉與加碼動作（合計 134 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。
檢視投資組合結構，前 5 大主力部位（包含 TSM, AMZN, GOOGL）占據了總市值的 20.5%，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 285 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 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 6.33% | -2.02% | -6.13% | |
| 2 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.54% | +0.11% | +22.61% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.18% | +0.21% | +18.27% | |
| 4 | V | Visa Inc-class A Shares | 股票-金融 | 3.89% | +1.03% | +87.13% | |
| 5 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 3.04% | -0.36% | -0.70% | |
| 6 | CARR | Carrier Global CORP | 股票-工業 | 2.82% | +0.48% | +43.31% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.80% | -0.08% | +38.88% | |
| 8 | ULTA | Ulta Beauty Inc | 股票-循環性消費 | 2.76% | -0.52% | -26.35% | |
| 9 | A | Agilent Technologies Inc | 股票-醫療保健 | 2.71% | +0.20% | +8.09% | |
| 10 | MA | Mastercard Inc - A | 股票-金融 | 2.65% | +1.03% | +0.48% | |
| 11 | WFC | Wells Fargo & Co | 股票-金融 | 2.48% | -0.11% | -2.49% | |
| 12 | SBUX | Starbucks CORP | 股票-循環性消費 | 2.44% | -0.22% | -0.34% | |
| 13 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 2.41% | -0.17% | -0.88% | |
| 14 | SCHW | Schwab (charles) CORP | 股票-金融 | 2.34% | -0.19% | -0.33% | |
| 15 | NFLX | Netflix Inc | 股票-通訊服務 | 1.99% | -0.62% | +79.56% | |
| 16 | FISV | Fiserv Inc | 股票-其他 | 1.87% | -0.34% | +22.38% | |
| 17 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.85% | +0.12% | +0.97% | |
| 18 | RTO | Rentokil Initial Plc-sp Adr | 股票-其他 | 1.63% | -0.29% | -0.69% | |
| 19 | AAPL | Apple Inc | 股票-科技 | 1.61% | +0.34% | +99.92% | |
| 20 | IBGA | Ishares Ibonds Dec 2044 ETF | ETF-其他 | 1.59% | -0.08% | +0.73% | |
| 21 | GXO | Gxo Logistics Inc | 股票-工業 | 1.57% | +0.35% | -4.22% | |
| 22 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-其他 | 1.56% | -0.02% | +3.73% | |
| 23 | ODFL | Old Dominion Freight Line | 股票-工業 | 1.54% | -0.24% | +2.50% | |
| 24 | CRM | Salesforce Inc | 股票-科技 | 1.47% | -0.32% | +4.11% | |
| 25 | ROST | Ross Stores Inc | 股票-循環性消費 | 1.41% | -0.13% | -57.55% | |
| 26 | ZBRA | Zebra Technologies Corp-cl A | 股票-科技 | 1.40% | +0.65% | +8.11% | |
| 27 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-其他 | 1.30% | -0.05% | +4.43% | |
| 28 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-其他 | 1.24% | -0.07% | +0.46% | |
| 29 | MCO | Moody's CORP | 股票-金融 | 1.23% | -0.04% | +0.05% | |
| 30 | STIP | Ishares 0-5 Year Tips Bond E | ETF-其他 | 1.22% | -0.32% | -3.65% | |
| 31 | NVDA | Nvidia CORP | 股票-科技 | 1.19% | -0.20% | +25.18% | |
| 32 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-其他 | 1.18% | -0.04% | +3.58% | |
| 33 | IBDZ | Isharesibondsdec2034tmcorp | ETF-其他 | 1.16% | -0.05% | +0.27% | |
| 34 | EMR | Emerson Electric Co | 股票-工業 | 1.09% | +0.04% | +289.50% | |
| 35 | CVX | Chevron CORP | 股票-能源 | 0.98% | -0.24% | +3584.75% | |
| 36 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.95% | -0.11% | +4854.17% | |
| 37 | GLW | Corning Inc | 股票-科技 | 0.94% | +0.25% | — | |
| 38 | ENB | Enbridge Inc | 股票-能源 | 0.94% | -0.06% | — | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.94% | +0.05% | +492.26% | |
| 40 | IBDY | Ishares Ibonds Dec 2033 CORP | ETF-其他 | 0.93% | -0.05% | +0.25% | |
| 41 | AMGN | Amgen Inc | 股票-醫療保健 | 0.92% | -0.03% | +8394.47% | |
| 42 | APD | Air Products & Chemicals Inc | 股票-原物料 | 0.90% | -0.05% | — | |
| 43 | IBTQ | Ishares Ibonds Dec 2035 Tt | ETF-其他 | 0.89% | -0.05% | +0.58% | |
| 44 | HON | Honeywell International Inc | 股票-工業 | 0.89% | -0.89% | EXIT | |
| 45 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.88% | +0.03% | +1897.76% | |
| 46 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.86% | -0.14% | +3571.15% | |
| 47 | TEL | TE Connectivity plc | 股票-科技 | 0.86% | -0.07% | — | |
| 48 | TXN | Texas Instruments Inc | 股票-科技 | 0.84% | +0.09% | +7751.63% | |
| 49 | CNI | Canadian Natl Railway Co | 股票-工業 | 0.78% | +0.08% | — | |
| 50 | IBTP | Ishares Ibonds Dec 2034 ETF | ETF-其他 | 0.78% | -0.05% | +0.48% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | V | Visa Inc-class A Shares | +1% | +87.13% | 加碼 |
| 2 | CVX | Chevron CORP | +1% | +3584.75% | 加碼 |
| 3 | NEE | Nextera Energy Inc | +0.9% | +4854.17% | 加碼 |
| 4 | AMGN | Amgen Inc | +0.9% | +8394.47% | 加碼 |
| 5 | PEP | Pepsico Inc | +0.8% | +3571.15% | 加碼 |
| 6 | TXN | Texas Instruments Inc | +0.8% | +7751.63% | 加碼 |
| 7 | JPM | Jpmorgan Chase & Co | +0.8% | +1897.76% | 加碼 |
| 8 | EMR | Emerson Electric Co | +0.8% | +289.50% | 加碼 |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | +0.7% | +492.26% | 加碼 |
| 10 | BLK | Blackrock Inc | +0.7% | +3622.13% | 加碼 |
| 11 | MDT | Medtronic plc | +0.7% | +8913.56% | 加碼 |
| 12 | NFLX | Netflix Inc | +0.7% | +79.56% | 加碼 |
| 13 | CARR | Carrier Global CORP | +0.6% | +43.31% | 加碼 |
| 14 | AAPL | Apple Inc | +0.6% | +99.92% | 加碼 |
| 15 | ODFL | Old Dominion Freight Line | +0.1% | +2.50% | 加碼 |
| 16 | AVGO | Broadcom Inc | +0.1% | +167.05% | 加碼 |
| 17 | COST | Costco Wholesale CORP | 0% | +233.61% | 加碼 |
| 18 | TJX | Tjx Companies Inc | 0% | +241.26% | 加碼 |
| 19 | DIS | Walt Disney Co/the | 0% | +169.18% | 加碼 |
| 20 | VZ | Verizon Communications Inc | 0% | -2.43% | 減碼 |
| 21 | WMT | Walmart Inc | 0% | +38.84% | 加碼 |
| 22 | XOM | Exxon Mobil CORP | 0% | +17.66% | 加碼 |
| 23 | LLY | Eli Lilly & Co | 0% | +76.04% | 加碼 |
| 24 | AWK | American Water Works Co Inc | 0% | +121.26% | 加碼 |
| 25 | CAG | Conagra Brands Inc | 0% | +104.55% | 加碼 |
| 26 | AIG | American International Group | 0% | +103.73% | 加碼 |
| 27 | PLTR | Palantir Technologies Inc-a | 0% | +97.50% | 加碼 |
| 28 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | 0% | +73.70% | 加碼 |
| 29 | HSY | Hershey Co/the | 0% | +41.98% | 加碼 |
| 30 | HII | Huntington Ingalls Industrie | 0% | +23.07% | 加碼 |
| 31 | CFG | Citizens Financial Group | 0% | +27.52% | 加碼 |
| 32 | T | At&t Inc | — | +2.20% | 加碼 |
| 33 | ESE | Esco Technologies Inc | — | -5.71% | 減碼 |
| 34 | SHEL | Shell Plc-adr | — | +1.60% | 加碼 |
| 35 | EOG | Eog Resources Inc | — | +1.53% | 加碼 |
| 36 | AXP | American Express Co | — | +131.88% | 加碼 |
| 37 | MRK | Merck & Co. Inc. | — | +16.38% | 加碼 |
| 38 | DE | Deere & Co | — | +13.74% | 加碼 |
| 39 | PFE | Pfizer Inc | — | +11.52% | 加碼 |
| 40 | TGT | Target CORP | — | +33.83% | 加碼 |
| 41 | LEN | Lennar Corp-a | — | -22.39% | 減碼 |
| 42 | RIO | Rio Tinto Plc-spon Adr | — | +5.42% | 加碼 |
| 43 | F | Ford Motor Co | — | +84.10% | 加碼 |
| 44 | BBVA | Banco Bilbao Vizcaya-sp Adr | — | -12.46% | 減碼 |
| 45 | KO | Coca-cola Co/the | — | +6.34% | 加碼 |
| 46 | ONTO | Onto Innovation Inc | — | -7.74% | 減碼 |
| 47 | MU | Micron Technology Inc | — | +14.26% | 加碼 |
| 48 | HBAN | Huntington Bancshares Inc | — | -23.22% | 減碼 |
| 49 | UNH | Unitedhealth Group Inc | — | +69.62% | 加碼 |
| 50 | CWST | Casella Waste Systems Inc-a | — | +0.93% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Summitry LLC 在 Q1 2026 季度的美股持倉總市值約為 US$30.4億，共申報了 285 個公開持股部位。
在 Q1 2026 季度，Summitry LLC 按市值排列的前三大核心持股分別為：TSM (6.3%)、AMZN (4.5%)、GOOGL (4.2%)。其中最大持股部位 TSM 佔據整體投資組合約 6.3% 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
GLW
市值: US$2674.7萬
本季最大獲利了結 / 清倉標的
EFA
前期市值: US$196.0萬
在 Q1 2026 季度中，Summitry LLC 共進行了 200 項持倉異動，包含新建倉 64 個部位、加碼 70 個部位、減碼 37 個部位以及清倉 29 個部位。 其中最大新建倉標的為 GLW。 本季清倉部位包含 EFA。
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。