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: 0001694284
申報總市值
US$14.9億
US$14.9億
95 檔
33.7%
根據最新整理的 13F 季度數據集，Tandem Investment Advisors, Inc. 於 Q1 2026 結束時的管理資產規模為 US$14.9億。該機構在本季度申報了 95 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q1 2026，Tandem Investment Advisors, Inc. 展現出較為審慎的避險與獲利了結姿態。本季共減碼 58 個部位並完全清倉 12 檔持股，調降曝險的部位數量高於加碼動作。
檢視投資組合結構，前 5 大主力部位（包含 ICE, NEE, RMD）占據了總市值的 33.7%，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 | ICE | Intercontinental Exchange In | 股票-金融 | 5.55% | -1.10% | -11.66% | |
| 2 | NEE | Nextera Energy Inc | 股票-公用事業 | 5.02% | +0.16% | -15.11% | |
| 3 | RMD | Resmed Inc | 股票-醫療保健 | 4.81% | -0.50% | -12.64% | |
| 4 | ✓ | 股票-其他 | 4.62% | — | -10.28% | ||
| 5 | G | Genpact Limited | 股票-科技 | 4.62% | -4.62% | EXIT | |
| 6 | JKHY | Jack Henry & Associates Inc | 股票-科技 | 4.43% | -0.50% | -12.06% | |
| 7 | ✓ | 股票-其他 | 4.30% | — | -10.64% | ||
| 8 | STE | STERIS plc | 股票-醫療保健 | 4.30% | -0.10% | — | |
| 9 | MSFT | Microsoft CORP | 股票-科技 | 4.22% | +0.14% | +2.50% | |
| 10 | APH | Amphenol Corp-cl A | 股票-科技 | 4.20% | +1.97% | -28.36% | |
| 11 | ✓ | 股票-其他 | 3.94% | — | -3.96% | ||
| 12 | ZTS | Zoetis Inc | 股票-醫療保健 | 3.94% | -1.54% | — | |
| 13 | BRO | Brown & Brown Inc | 股票-金融 | 3.79% | +0.03% | -8.26% | |
| 14 | SYK | Stryker CORP | 股票-醫療保健 | 3.74% | +0.03% | -14.44% | |
| 15 | ROP | Roper Technologies Inc | 股票-科技 | 3.68% | -0.05% | -4.16% | |
| 16 | ✓ | 股票-其他 | 3.63% | — | -12.02% | ||
| 17 | TRNO | Terreno Realty CORP | 股票-房地產 | 3.63% | +0.78% | — | |
| 18 | CHD | Church & Dwight Co Inc | 股票-非循環性消費 | 3.37% | +0.20% | -7.69% | |
| 19 | ABT | Abbott Laboratories | 股票-醫療保健 | 3.17% | -0.27% | -36.49% | |
| 20 | BLKCHF | Blackrock Inc | 股票-其他 | 2.95% | +0.12% | -9.58% | |
| 21 | INTU | Intuit Inc | 股票-科技 | 2.94% | -1.12% | -0.26% | |
| 22 | MA | Mastercard Inc - A | 股票-金融 | 2.77% | +0.18% | -42.80% | |
| 23 | V | Visa Inc-class A Shares | 股票-金融 | 2.72% | +0.39% | -56.05% | |
| 24 | WCN | Waste Connections Inc | 股票-工業 | 2.58% | +0.15% | -10.68% | |
| 25 | RSG | Republic Services Inc | 股票-工業 | 2.19% | +0.55% | -14.90% | |
| 26 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 2.19% | +0.67% | +12042.88% | |
| 27 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.12% | -0.01% | -14.53% | |
| 28 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.12% | +0.20% | -34.26% | |
| 29 | EXPD | Expeditors Intl Wash Inc | 股票-工業 | 2.10% | +0.30% | -9.01% | |
| 30 | BDX | Becton Dickinson And Co | 股票-醫療保健 | 1.85% | -0.92% | -2.60% | |
| 31 | ✓ | 股票-其他 | 1.82% | — | +16.21% | ||
| 32 | VRSK | Verisk Analytics Inc | 股票-工業 | 1.82% | -0.06% | — | |
| 33 | ADP | Automatic Data Processing | 股票-科技 | 1.63% | -1.60% | -50.36% | |
| 34 | BR | Broadridge Financial Solutio | 股票-科技 | 1.48% | -0.20% | +22.19% | |
| 35 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.32% | +1.17% | — | |
| 36 | ✓ | Wisconsin Energy CORP | 股票-其他 | 1.30% | +0.07% | +8965.53% | |
| 37 | NDAQ | Nasdaq Inc | 股票-金融 | 0.68% | +0.52% | — | |
| 38 | IDXX | Idexx Laboratories Inc | 股票-醫療保健 | 0.29% | +0.01% | -8.86% | |
| 39 | MEDP | Medpace Holdings Inc | 股票-醫療保健 | 0.28% | +0.05% | -15.83% | |
| 40 | ✓ | 股票-其他 | 0.23% | — | -7.38% | ||
| 41 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.23% | -0.02% | — | |
| 42 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 0.20% | +0.03% | -15.79% | |
| 43 | QLYS | Qualys Inc | 股票-科技 | 0.16% | +0.11% | -16.59% | |
| 44 | ✓ | 股票-其他 | 0.16% | — | -12.99% | ||
| 45 | FTNT | Fortinet Inc | 股票-科技 | 0.16% | +0.15% | — | |
| 46 | TYL | Tyler Technologies Inc | 股票-科技 | 0.16% | -0.02% | -14.42% | |
| 47 | ADBE | Adobe Inc | 股票-科技 | 0.15% | -0.08% | -7.04% | |
| 48 | AKAM | Akamai Technologies Inc | 股票-科技 | 0.15% | +0.01% | -15.99% | |
| 49 | SNPS | Synopsys Inc | 股票-科技 | 0.10% | +0.03% | -3.78% | |
| 50 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.09% | +0.03% | +2.01% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | PG | Procter & Gamble Co/the | +2.2% | +12042.88% | 加碼 |
| 2 | ✓ | Wisconsin Energy CORP | +1.3% | +8965.53% | 加碼 |
| 3 | NEE | Nextera Energy Inc | +1.1% | -15.11% | 減碼 |
| 4 | CHD | Church & Dwight Co Inc | +0.9% | -7.69% | 減碼 |
| 5 | ICE | Intercontinental Exchange In | +0.6% | -11.66% | 減碼 |
| 6 | ✓ | +0.6% | -12.02% | 減碼 | |
| 7 | ✓ | +0.6% | -3.96% | 減碼 | |
| 8 | COST | Costco Wholesale CORP | +0.5% | -14.53% | 減碼 |
| 9 | ✓ | +0.4% | +16.21% | 加碼 | |
| 10 | RMD | Resmed Inc | +0.3% | -12.64% | 減碼 |
| 11 | RSG | Republic Services Inc | +0.3% | -14.90% | 減碼 |
| 12 | EXPD | Expeditors Intl Wash Inc | +0.3% | -9.01% | 減碼 |
| 13 | BR | Broadridge Financial Solutio | +0.2% | +22.19% | 加碼 |
| 14 | WCN | Waste Connections Inc | +0.2% | -10.68% | 減碼 |
| 15 | SYK | Stryker CORP | +0.2% | -14.44% | 減碼 |
| 16 | BLKCHF | Blackrock Inc | +0.2% | -9.58% | 減碼 |
| 17 | MSFT | Microsoft CORP | +0.1% | +2.50% | 加碼 |
| 18 | ✓ | +0.1% | -10.64% | 減碼 | |
| 19 | BDX | Becton Dickinson And Co | +0.1% | -2.60% | 減碼 |
| 20 | JNJ | Johnson & Johnson | +0.1% | -34.26% | 減碼 |
| 21 | AKAM | Akamai Technologies Inc | +0.1% | -15.99% | 減碼 |
| 22 | ✓ | 0% | -12.99% | 減碼 | |
| 23 | ORLY | O'reilly Automotive Inc | 0% | -15.79% | 減碼 |
| 24 | MO | Altria Group Inc | 0% | +67.75% | 加碼 |
| 25 | PM | Philip Morris International | 0% | +31.87% | 加碼 |
| 26 | ABBV | Abbvie Inc | 0% | +2.01% | 加碼 |
| 27 | JKHY | Jack Henry & Associates Inc | 0% | -12.06% | 減碼 |
| 28 | ROP | Roper Technologies Inc | 0% | -4.16% | 減碼 |
| 29 | LOW | Lowe's Cos Inc | 0% | +46.13% | 加碼 |
| 30 | FAST | Fastenal Co | 0% | +1.85% | 加碼 |
| 31 | AMZN | Amazon.com Inc | 0% | -13.30% | 減碼 |
| 32 | KO | Coca-cola Co/the | 0% | -19.95% | 減碼 |
| 33 | CVX | Chevron CORP | 0% | -38.21% | 減碼 |
| 34 | TJX | Tjx Companies Inc | 0% | +0.14% | 加碼 |
| 35 | DUK | Duke Energy CORP | 0% | -5.28% | 減碼 |
| 36 | JPM | Jpmorgan Chase & Co | 0% | +15.36% | 加碼 |
| 37 | IDXX | Idexx Laboratories Inc | — | -8.86% | 減碼 |
| 38 | ✓ | — | -7.38% | 減碼 | |
| 39 | SNPS | Synopsys Inc | — | -3.78% | 減碼 |
| 40 | CBOE | Cboe Global Markets Inc | — | -25.92% | 減碼 |
| 41 | ✓ | — | -37.65% | 減碼 | |
| 42 | AAPL | Apple Inc | — | -19.49% | 減碼 |
| 43 | FDS | Factset Research Systems Inc | — | -25.88% | 減碼 |
| 44 | AEP | American Electric Power Company, Inc. | — | -36.64% | 減碼 |
| 45 | ✓ | — | -0.99% | 減碼 | |
| 46 | KNSL | Kinsale Capital Group Inc | — | -26.77% | 減碼 |
| 47 | ✓ | — | -21.14% | 減碼 | |
| 48 | RY | Royal Bank Of Canada | — | -11.26% | 減碼 |
| 49 | BRK-B | Berkshire Hathaway Inc. | — | +24.35% | 加碼 |
| 50 | CAT | Caterpillar Inc | — | -4.34% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Tandem Investment Advisors, Inc. 在 Q1 2026 季度的美股持倉總市值約為 US$14.9億，共申報了 95 個公開持股部位。
在 Q1 2026 季度，Tandem Investment Advisors, Inc. 按市值排列的前三大核心持股分別為：ICE (5.5%)、NEE (5.0%)、RMD (4.8%)。其中最大持股部位 ICE 佔據整體投資組合約 5.5% 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
MCD
市值: US$2697.4萬
本季最大獲利了結 / 清倉標的
EXLS
前期市值: US$312.5萬
在 Q1 2026 季度中，Tandem Investment Advisors, Inc. 共進行了 95 項持倉異動，包含新建倉 12 個部位、加碼 13 個部位、減碼 58 個部位以及清倉 12 個部位。 其中最大新建倉標的為 MCD。 本季清倉部位包含 EXLS。
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。