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: 0001527488
申報總市值
US$41.2萬
US$41.2萬
250 檔
11519.8%
Tobam 在 Q1 2026 季度的美股部位總計估值為 US$41.2萬，分散於 250 個持倉標的之中，反映其市場參與廣度與投資規模。
在 Q1 2026 期間，Tobam 展現了靈活的資產再平衡步調，透過出清 21 檔弱勢或達到目標價部位，將資金轉置於 30 檔新建倉標的之中。
從部位權重觀察，前 5 大標的（包含 NVDA, GOOGL, ED）累計市值佔比達 11519.8%，是驅動 Tobam 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 250 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 | 3.26% | -0.08% | +6.76% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.98% | -0.04% | +11.76% | |
| 3 | ED | Consolidated Edison Inc | 股票-公用事業 | 2.13% | +0.01% | -11.17% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 2.02% | +0.17% | +3.87% | |
| 5 | T | At&t Inc | 股票-通訊服務 | 1.96% | -0.36% | -18.13% | |
| 6 | EXC | Exelon CORP | 股票-公用事業 | 1.95% | — | -4.07% | |
| 7 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.95% | -0.13% | -25.14% | |
| 8 | CBOE | Cboe Global Markets Inc | 股票-金融 | 1.93% | -0.07% | -9.59% | |
| 9 | KR | Kroger Co | 股票-非循環性消費 | 1.92% | +0.04% | -8.35% | |
| 10 | CHD | Church & Dwight Co Inc | 股票-非循環性消費 | 1.90% | +0.05% | -17.95% | |
| 11 | HSY | Hershey Co/the | 股票-非循環性消費 | 1.87% | -0.03% | -13.33% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.85% | -0.16% | +40.37% | |
| 13 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.84% | -0.02% | +7.07% | |
| 14 | TMUS | T-mobile US Inc | 股票-通訊服務 | 1.79% | +0.25% | +20.71% | |
| 15 | MSTR | Strategy Inc | 股票-科技 | 1.73% | -0.44% | +95.42% | |
| 16 | COR | Cencora Inc | 股票-醫療保健 | 1.71% | -0.04% | -4.46% | |
| 17 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.60% | -0.19% | +15.58% | |
| 18 | KDP | Keurig Dr Pepper Inc | 股票-非循環性消費 | 1.57% | +0.29% | +17.83% | |
| 19 | AVGO | Broadcom Inc | 股票-科技 | 1.53% | +0.21% | -20.12% | |
| 20 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 1.52% | -0.20% | -14.60% | |
| 21 | GIS | General Mills Inc | 股票-非循環性消費 | 1.51% | -0.08% | +68.05% | |
| 22 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.47% | +0.17% | -16.81% | |
| 23 | ORCL | Oracle CORP | 股票-科技 | 1.38% | -0.29% | +28.06% | |
| 24 | UTHR | United Therapeutics CORP | 股票-醫療保健 | 1.38% | +0.05% | -9.56% | |
| 25 | GM | General Motors Co | 股票-循環性消費 | 1.36% | -0.50% | +17.37% | |
| 26 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.32% | -1.22% | -9.57% | |
| 27 | CAH | Cardinal Health Inc | 股票-醫療保健 | 1.23% | +0.61% | +76.08% | |
| 28 | AMT | American Tower CORP | 股票-房地產 | 1.13% | -0.53% | -6.35% | |
| 29 | TSLA | Tesla Inc | 股票-循環性消費 | 1.11% | +0.35% | +417.67% | |
| 30 | FISV | Fiserv Inc | 股票-其他 | 1.09% | -0.33% | +20.38% | |
| 31 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 1.09% | -0.48% | -25.01% | |
| 32 | DG | Dollar General CORP | 股票-非循環性消費 | 1.07% | -0.96% | -32.73% | |
| 33 | CNC | Centene CORP | 股票-醫療保健 | 1.05% | +0.11% | +18.49% | |
| 34 | DXCM | Dexcom Inc | 股票-醫療保健 | 1.04% | -0.20% | -8.59% | |
| 35 | FSLR | First Solar Inc | 股票-科技 | 1.02% | -0.10% | +46.82% | |
| 36 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.99% | -0.47% | -33.04% | |
| 37 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.99% | -0.13% | -35.66% | |
| 38 | WST | West Pharmaceutical Services | 股票-醫療保健 | 0.98% | -0.42% | -5.76% | |
| 39 | NFLX | Netflix Inc | 股票-通訊服務 | 0.97% | -0.20% | +34.70% | |
| 40 | INSM | Insmed Inc | 股票-醫療保健 | 0.95% | -0.37% | +36.82% | |
| 41 | MCK | Mckesson CORP | 股票-醫療保健 | 0.93% | -0.07% | +115.15% | |
| 42 | CLX | Clorox Company | 股票-非循環性消費 | 0.90% | +0.20% | -37.39% | |
| 43 | EBAY | Ebay Inc | 股票-循環性消費 | 0.81% | -0.33% | -3.70% | |
| 44 | AWK | American Water Works Co Inc | 股票-公用事業 | 0.72% | +0.69% | +596.99% | |
| 45 | V | Visa Inc-class A Shares | 股票-金融 | 0.72% | +0.14% | -27.13% | |
| 46 | TU | Telus CORP | 股票-其他 | 0.72% | -0.08% | +7.21% | |
| 47 | BCE | Bce Inc | 股票-通訊服務 | 0.71% | -0.07% | -0.42% | |
| 48 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.68% | -0.14% | — | |
| 49 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.68% | -0.11% | +10.38% | |
| 50 | RCI | Rogers Communications Inc-b | 股票-其他 | 0.67% | -0.08% | -0.14% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | TSLA | Tesla Inc | +0.9% | +417.67% | 加碼 |
| 2 | MSTR | Strategy Inc | +0.7% | +95.42% | 加碼 |
| 3 | AWK | American Water Works Co Inc | +0.6% | +596.99% | 加碼 |
| 4 | CAH | Cardinal Health Inc | +0.6% | +76.08% | 加碼 |
| 5 | MCK | Mckesson CORP | +0.5% | +115.15% | 加碼 |
| 6 | JNJ | Johnson & Johnson | +0.5% | +7.07% | 加碼 |
| 7 | GIS | General Mills Inc | +0.5% | +68.05% | 加碼 |
| 8 | TMUS | T-mobile US Inc | +0.4% | +20.71% | 加碼 |
| 9 | NFLX | Netflix Inc | +0.3% | +34.70% | 加碼 |
| 10 | INSM | Insmed Inc | +0.3% | +36.82% | 加碼 |
| 11 | PH | Parker Hannifin CORP | +0.2% | +158.57% | 加碼 |
| 12 | EXC | Exelon CORP | +0.2% | -4.07% | 減碼 |
| 13 | GOOGL | Alphabet Inc-cl A | +0.2% | +11.76% | 加碼 |
| 14 | KDP | Keurig Dr Pepper Inc | +0.2% | +17.83% | 加碼 |
| 15 | MSFT | Microsoft CORP | +0.2% | +40.37% | 加碼 |
| 16 | ALL | Allstate CORP | +0.2% | +9008.89% | 加碼 |
| 17 | STLD | Steel Dynamics Inc | +0.2% | +982.49% | 加碼 |
| 18 | KR | Kroger Co | +0.2% | -8.35% | 減碼 |
| 19 | UTHR | United Therapeutics CORP | +0.2% | -9.56% | 減碼 |
| 20 | TTWO | Take-two Interactive Softwre | +0.2% | +1934.25% | 加碼 |
| 21 | ROST | Ross Stores Inc | +0.2% | +2139.44% | 加碼 |
| 22 | MELI | Mercadolibre Inc | +0.2% | +424.47% | 加碼 |
| 23 | TJX | Tjx Companies Inc | +0.2% | +586.26% | 加碼 |
| 24 | COST | Costco Wholesale CORP | +0.2% | +10.38% | 加碼 |
| 25 | GM | General Motors Co | +0.2% | +17.37% | 加碼 |
| 26 | ADM | Archer-daniels-midland Co | +0.2% | +2635.60% | 加碼 |
| 27 | VTR | Ventas Inc | +0.2% | +151.06% | 加碼 |
| 28 | FSLR | First Solar Inc | +0.2% | +46.82% | 加碼 |
| 29 | NTAP | Netapp Inc | +0.1% | +57.49% | 加碼 |
| 30 | ED | Consolidated Edison Inc | +0.1% | -11.17% | 減碼 |
| 31 | YUM | Yum! Brands Inc | +0.1% | +102.16% | 加碼 |
| 32 | CBOE | Cboe Global Markets Inc | +0.1% | -9.59% | 減碼 |
| 33 | ULTA | Ulta Beauty Inc | +0.1% | +103.63% | 加碼 |
| 34 | ADBE | Adobe Inc | +0.1% | +93.16% | 加碼 |
| 35 | KO | Coca-cola Co/the | +0.1% | +18.66% | 加碼 |
| 36 | ADSK | Autodesk Inc | +0.1% | +69.49% | 加碼 |
| 37 | BNY | Bank Of New York Mellon CORP | +0.1% | +33.46% | 加碼 |
| 38 | FIX | Comfort Systems USA Inc | +0.1% | — | 不變 |
| 39 | EXPD | Expeditors Intl Wash Inc | +0.1% | +3583.08% | 加碼 |
| 40 | VLO | Valero Energy CORP | +0.1% | +120.23% | 加碼 |
| 41 | SNA | Snap-on Inc | +0.1% | +62.28% | 加碼 |
| 42 | HIG | Hartford Insurance Group Inc | +0.1% | +25.06% | 加碼 |
| 43 | AVB | Avalonbay Communities Inc | +0.1% | +67.50% | 加碼 |
| 44 | PEG | Public Service Enterprise Gp | +0.1% | +34.38% | 加碼 |
| 45 | SYK | Stryker CORP | +0.1% | +40.70% | 加碼 |
| 46 | BCE | Bce Inc | +0.1% | -0.42% | 減碼 |
| 47 | TU | Telus CORP | +0.1% | +7.21% | 加碼 |
| 48 | LII | Lennox International Inc | +0.1% | +382.89% | 加碼 |
| 49 | CF | Cf Industries Holdings Inc | +0.1% | +2.47% | 加碼 |
| 50 | EWBC | East West Bancorp Inc | +0.1% | +45.59% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Tobam 在 Q1 2026 季度的美股持倉總市值約為 US$41.2萬，共申報了 250 個公開持股部位。
在 Q1 2026 季度，Tobam 按市值排列的前三大核心持股分別為：NVDA (3.3%)、GOOGL (3.0%)、ED (2.1%)。其中最大持股部位 NVDA 佔據整體投資組合約 3.3% 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
ECHO
市值: US$246.8萬
本季最大獲利了結 / 清倉標的
SJM
前期市值: US$144.0萬
在 Q1 2026 季度中，Tobam 共進行了 197 項持倉異動，包含新建倉 30 個部位、加碼 68 個部位、減碼 78 個部位以及清倉 21 個部位。 其中最大新建倉標的為 ECHO。 本季清倉部位包含 SJM。
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。