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: 0000866780
申報總市值
US$10.2億
US$10.2億
911 檔
10.2%
Q1 2026 季度申報顯示，Toth Financial Advisory CORP 揭露的美股組合總市值為 US$10.2億，涵蓋 911 個不同之權益投資部位。
Toth Financial Advisory CORP 在 Q1 2026 進行了結構性的板塊輪動與部位換股。在開立 20 個全新部位及加碼 79 檔持股的同時，亦同步清倉 8 檔並減碼 88 檔標的。
檢視投資組合結構，前 5 大主力部位（包含 GOOGL, AAPL, MSFT）占據了總市值的 10.2%，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 911 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 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.59% | +0.24% | +0.83% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 2.42% | +0.14% | +1.64% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 2.31% | -0.25% | -7.04% | |
| 4 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-其他 | 2.17% | -0.08% | +0.18% | |
| 5 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股與成長 | 2.03% | -0.13% | -1.15% | |
| 6 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 2.00% | -1.05% | — | |
| 7 | SYK | Stryker CORP | 股票-醫療保健 | 1.87% | -0.31% | -0.24% | |
| 8 | CSCO | Cisco Systems Inc | 股票-科技 | 1.80% | +0.59% | +1.32% | |
| 9 | WMT | Walmart Inc | 股票-非循環性消費 | 1.78% | -0.35% | +0.90% | |
| 10 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.74% | -0.17% | -7.20% | |
| 11 | QLD | Proshares Ultra Qqq | ETF-其他 | 1.68% | +0.58% | -4.47% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 1.65% | +0.06% | +0.63% | |
| 13 | MA | Mastercard Inc - A | 股票-金融 | 1.53% | -0.14% | +0.10% | |
| 14 | MCK | Mckesson CORP | 股票-醫療保健 | 1.50% | -0.30% | -3.10% | |
| 15 | SMDV | Proshrs Rsl 2000 Dvd Grw ETF | ETF-其他 | 1.44% | -0.03% | -0.15% | |
| 16 | GWW | Ww Grainger Inc | 股票-工業 | 1.40% | +0.24% | +6.97% | |
| 17 | SOXX | Ishares Semiconductor ETF | ETF-其他 | 1.39% | +0.87% | -2.65% | |
| 18 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.38% | +0.09% | +13.11% | |
| 19 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.37% | +0.42% | +0.43% | |
| 20 | SSO | Proshares Ultra S&p500 | ETF-其他 | 1.32% | +0.18% | -6.77% | |
| 21 | BLK | Blackrock Inc | 股票-金融 | 1.28% | -0.08% | +5.23% | |
| 22 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.27% | -0.45% | -1.72% | |
| 23 | ECL | Ecolab Inc | 股票-原物料 | 1.25% | -0.10% | +1.41% | |
| 24 | XLF | Ss Financial Select Sector | ETF-其他 | 1.22% | -0.04% | -1.52% | |
| 25 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 1.19% | -0.29% | +7.81% | |
| 26 | USTB | Victoryshares Short-term Bon | ETF-其他 | 1.17% | -0.07% | +10.35% | |
| 27 | XLE | Ss Energy Select Sector | ETF-其他 | 1.14% | -0.19% | +43.47% | |
| 28 | AVGO | Broadcom Inc | 股票-科技 | 1.11% | +0.15% | +0.00% | |
| 29 | D | Dominion Energy Inc | 股票-公用事業 | 1.08% | +0.02% | +7.78% | |
| 30 | SYY | Sysco CORP | 股票-非循環性消費 | 1.08% | -0.04% | -0.99% | |
| 31 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.07% | -0.25% | +5.19% | |
| 32 | GD | General Dynamics CORP | 股票-工業 | 1.07% | -0.06% | +7.29% | |
| 33 | SHW | Sherwin-williams Co/the | 股票-原物料 | 1.07% | -0.09% | +1.79% | |
| 34 | AMGN | Amgen Inc | 股票-醫療保健 | 1.05% | -0.05% | +1.56% | |
| 35 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.03% | -0.26% | +2.53% | |
| 36 | UITB | Victoryshares Core Intermedi | ETF-其他 | 1.01% | -0.06% | +8.15% | |
| 37 | AZO | Autozone Inc | 股票-循環性消費 | 1.00% | -0.17% | +0.26% | |
| 38 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.98% | -0.02% | +7.12% | |
| 39 | AFL | Aflac Inc | 股票-金融 | 0.94% | -0.02% | -0.17% | |
| 40 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.93% | -0.09% | +2.61% | |
| 41 | J | Jacobs Solutions Inc | 股票-工業 | 0.91% | -0.23% | -0.25% | |
| 42 | ORCL | Oracle CORP | 股票-科技 | 0.90% | -0.18% | -15.37% | |
| 43 | FAST | Fastenal Co | 股票-工業 | 0.88% | — | +4.95% | |
| 44 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.83% | +0.03% | +4.56% | |
| 45 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.83% | -0.03% | -1.81% | |
| 46 | JMSB | John Marshall Bancorp Inc | 股票-其他 | 0.82% | -0.10% | -1.56% | |
| 47 | XLB | Ss Materials Select Sector | ETF-其他 | 0.80% | +0.08% | +71.65% | |
| 48 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.78% | +0.52% | +10.15% | |
| 49 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.76% | -0.13% | +6.40% | |
| 50 | MDT | Medtronic plc | 股票-醫療保健 | 0.75% | -0.32% | +6.46% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | XLE | Ss Energy Select Sector | +0.6% | +43.47% | 加碼 |
| 2 | XLB | Ss Materials Select Sector | +0.4% | +71.65% | 加碼 |
| 3 | BALL | Ball CORP | +0.3% | +45.36% | 加碼 |
| 4 | WMT | Walmart Inc | +0.2% | +0.90% | 加碼 |
| 5 | BMY | Bristol-myers Squibb Co | +0.2% | +29.22% | 加碼 |
| 6 | GWW | Ww Grainger Inc | +0.2% | +6.97% | 加碼 |
| 7 | JNJ | Johnson & Johnson | +0.2% | -7.20% | 減碼 |
| 8 | FAST | Fastenal Co | +0.2% | +4.95% | 加碼 |
| 9 | EQT | Eqt CORP | +0.2% | +42330.00% | 加碼 |
| 10 | HON | Honeywell International Inc | +0.1% | +11.51% | 加碼 |
| 11 | D | Dominion Energy Inc | +0.1% | +7.78% | 加碼 |
| 12 | PEP | Pepsico Inc | +0.1% | +5.19% | 加碼 |
| 13 | USTB | Victoryshares Short-term Bon | +0.1% | +10.35% | 加碼 |
| 14 | CVX | Chevron CORP | +0.1% | +120.43% | 加碼 |
| 15 | ABBV | Abbvie Inc | +0.1% | +13.11% | 加碼 |
| 16 | GD | General Dynamics CORP | +0.1% | +7.29% | 加碼 |
| 17 | AMGN | Amgen Inc | +0.1% | +1.56% | 加碼 |
| 18 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.1% | +2.61% | 加碼 |
| 19 | VRT | Vertiv Holdings Co-a | +0.1% | +70.29% | 加碼 |
| 20 | XOM | Exxon Mobil CORP | +0.1% | +31.30% | 加碼 |
| 21 | UNP | Union Pacific CORP | +0.1% | +8.35% | 加碼 |
| 22 | SOXX | Ishares Semiconductor ETF | +0.1% | -2.65% | 減碼 |
| 23 | REGL | Prshrs S&p Mid 400 Dvd Arist | +0.1% | +0.18% | 加碼 |
| 24 | DGX | Quest Diagnostics Inc | +0.1% | +0.71% | 加碼 |
| 25 | COST | Costco Wholesale CORP | +0.1% | +19.13% | 加碼 |
| 26 | CHD | Church & Dwight Co Inc | +0.1% | +7.84% | 加碼 |
| 27 | UITB | Victoryshares Core Intermedi | +0.1% | +8.15% | 加碼 |
| 28 | XLI | Ss Industrial Select Sector | +0.1% | +4.56% | 加碼 |
| 29 | NSC | Norfolk Southern CORP | +0.1% | +248.69% | 加碼 |
| 30 | SBUX | Starbucks CORP | +0.1% | +9.23% | 加碼 |
| 31 | LOW | Lowe's Cos Inc | +0.1% | +7.81% | 加碼 |
| 32 | AVEM | Avantis Emerging Markets Eq | +0.1% | +54.25% | 加碼 |
| 33 | SMDV | Proshrs Rsl 2000 Dvd Grw ETF | +0.1% | -0.15% | 減碼 |
| 34 | GEV | GE Vernova Inc | +0.1% | +2.57% | 加碼 |
| 35 | WM | Waste Management Inc | +0.1% | +5.11% | 加碼 |
| 36 | STRL | Sterling Infrastructure Inc | +0.1% | +2426.00% | 加碼 |
| 37 | EQIX | Equinix Inc | +0.1% | +1422.86% | 加碼 |
| 38 | XLP | Ss Consumer Staples Sel Sect | +0.1% | +6.23% | 加碼 |
| 39 | INTC | Intel CORP | +0.1% | -1.42% | 減碼 |
| 40 | KO | Coca-cola Co/the | +0.1% | -1.81% | 減碼 |
| 41 | PG | Procter & Gamble Co/the | +0.1% | +6.40% | 加碼 |
| 42 | CL | Colgate-palmolive Co | +0.1% | +3.01% | 加碼 |
| 43 | IBB | Ishares Biotechnology ETF | +0.1% | +7.62% | 加碼 |
| 44 | MCD | Mcdonald's CORP | +0.1% | +2.53% | 加碼 |
| 45 | VEA | Vanguard Ftse Developed ETF | +0.1% | +154.97% | 加碼 |
| 46 | CSCO | Cisco Systems Inc | +0.1% | +1.32% | 加碼 |
| 47 | AROC | Archrock Inc | 0% | — | 不變 |
| 48 | IYT | Ishares US Transportation Et | 0% | +19.51% | 加碼 |
| 49 | CAT | Caterpillar Inc | 0% | -1.60% | 減碼 |
| 50 | WCPB | Weitz Core Plus Bond ETF | 0% | +783.77% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Toth Financial Advisory CORP 在 Q1 2026 季度的美股持倉總市值約為 US$10.2億，共申報了 911 個公開持股部位。
在 Q1 2026 季度，Toth Financial Advisory CORP 按市值排列的前三大核心持股分別為：GOOGL (2.6%)、AAPL (2.4%)、MSFT (2.3%)。其中最大持股部位 GOOGL 佔據整體投資組合約 2.6% 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
SGOV
市值: US$1820.6萬
本季最大獲利了結 / 清倉標的
1RG
前期市值: US$118.4萬
在 Q1 2026 季度中，Toth Financial Advisory CORP 共進行了 195 項持倉異動，包含新建倉 20 個部位、加碼 79 個部位、減碼 88 個部位以及清倉 8 個部位。 其中最大新建倉標的為 SGOV。 本季清倉部位包含 1RG。
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。