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$10.0億
US$10.0億
876 檔
12.6%
截至 Q2 2026 季度末，Toth Financial Advisory CORP 的美股持倉估值約為 US$10.0億，全數申報部位共有 876 檔。
Toth Financial Advisory CORP 在 Q2 2026 進行了結構性的板塊輪動與部位換股。在開立 17 個全新部位及加碼 87 檔持股的同時，亦同步清倉 10 檔並減碼 80 檔標的。
檢視投資組合結構，前 5 大主力部位（包含 GOOGL, AAPL, CSCO）占據了總市值的 12.6%，展現出該機構在 Q2 2026 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 876 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 | 2.83% | -0.05% | -1.34% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 2.56% | +0.43% | +4.47% | |
| 3 | CSCO | Cisco Systems Inc | 股票-科技 | 2.39% | -0.17% | -1.38% | |
| 4 | QLD | Proshares Ultra Qqq | ETF-其他 | 2.26% | -0.03% | -4.50% | |
| 5 | SOXX | Ishares Semiconductor ETF | ETF-其他 | 2.26% | -0.28% | -6.36% | |
| 6 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-其他 | 2.09% | -0.10% | +2.18% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.06% | +0.95% | -0.24% | |
| 8 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股與成長 | 1.90% | -0.04% | +99.30% | |
| 9 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.79% | +0.10% | +2.48% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 1.71% | +0.13% | +2.71% | |
| 11 | GWW | Ww Grainger Inc | 股票-工業 | 1.64% | -0.13% | +5.78% | |
| 12 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.57% | +0.05% | -2.19% | |
| 13 | SYK | Stryker CORP | 股票-醫療保健 | 1.56% | -0.22% | -1.77% | |
| 14 | SSO | Proshares Ultra S&p500 | ETF-其他 | 1.50% | +0.09% | -1.58% | |
| 15 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.47% | +0.20% | +2.93% | |
| 16 | WMT | Walmart Inc | 股票-非循環性消費 | 1.43% | -0.11% | -0.89% | |
| 17 | SMDV | Proshrs Rsl 2000 Dvd Grw ETF | ETF-其他 | 1.41% | -0.09% | -1.32% | |
| 18 | MA | Mastercard Inc - A | 股票-金融 | 1.39% | +0.30% | -0.71% | |
| 19 | CVS | Cvs Health CORP | 股票-醫療保健 | 1.30% | -0.12% | +30.40% | |
| 20 | AVGO | Broadcom Inc | 股票-科技 | 1.26% | — | +4.44% | |
| 21 | BLK | Blackrock Inc | 股票-金融 | 1.20% | +0.21% | +5.74% | |
| 22 | MCK | Mckesson CORP | 股票-醫療保健 | 1.20% | +0.20% | +2.59% | |
| 23 | XLF | Ss Financial Select Sector | ETF-其他 | 1.18% | +0.09% | +0.61% | |
| 24 | ECL | Ecolab Inc | 股票-原物料 | 1.15% | +0.04% | -1.07% | |
| 25 | D | Dominion Energy Inc | 股票-公用事業 | 1.10% | -0.13% | +3.21% | |
| 26 | USTB | Victoryshares Short-term Bon | ETF-其他 | 1.10% | +0.02% | +5.32% | |
| 27 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.06% | +0.04% | +25.00% | |
| 28 | SYY | Sysco CORP | 股票-非循環性消費 | 1.04% | -0.06% | -7.81% | |
| 29 | GD | General Dynamics CORP | 股票-工業 | 1.01% | -0.04% | +3.69% | |
| 30 | AMGN | Amgen Inc | 股票-醫療保健 | 1.00% | +0.16% | +4.82% | |
| 31 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.98% | -0.03% | -3.23% | |
| 32 | INTC | Intel CORP | 股票-科技 | 0.97% | -0.14% | -1.60% | |
| 33 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.96% | +0.13% | +1.50% | |
| 34 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.95% | -0.10% | -46.56% | |
| 35 | XLE | Ss Energy Select Sector | ETF-其他 | 0.95% | +0.08% | +7.83% | |
| 36 | UITB | Victoryshares Core Intermedi | ETF-其他 | 0.95% | +0.01% | +5.79% | |
| 37 | AFL | Aflac Inc | 股票-金融 | 0.92% | -0.03% | +2.94% | |
| 38 | LOW | Lowe's Cos Inc | 股票-循環性消費 | 0.90% | -0.28% | -9.28% | |
| 39 | FAST | Fastenal Co | 股票-工業 | 0.88% | +0.07% | +8.24% | |
| 40 | XLB | Ss Materials Select Sector | ETF-其他 | 0.88% | +0.06% | +21.23% | |
| 41 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.86% | -0.07% | +2.15% | |
| 42 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.84% | -0.30% | +3.07% | |
| 43 | AZO | Autozone Inc | 股票-循環性消費 | 0.83% | -0.21% | -1.55% | |
| 44 | UNP | Union Pacific CORP | 股票-工業 | 0.83% | +0.02% | +19.41% | |
| 45 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.82% | -0.16% | -1.38% | |
| 46 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.82% | +0.05% | -18.24% | |
| 47 | BALL | Ball CORP | 股票-循環性消費 | 0.80% | +0.01% | +22.45% | |
| 48 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.80% | +0.05% | +1.28% | |
| 49 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.78% | +0.13% | +12.70% | |
| 50 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.77% | -0.22% | -3.73% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SOXX | Ishares Semiconductor ETF | +0.9% | -6.36% | 減碼 |
| 2 | INTC | Intel CORP | +0.6% | -1.60% | 減碼 |
| 3 | CSCO | Cisco Systems Inc | +0.6% | -1.38% | 減碼 |
| 4 | QLD | Proshares Ultra Qqq | +0.6% | -4.50% | 減碼 |
| 5 | CVS | Cvs Health CORP | +0.5% | +30.40% | 加碼 |
| 6 | UNH | Unitedhealth Group Inc | +0.4% | +25.00% | 加碼 |
| 7 | XLK | Ss Technology Select Sector | +0.4% | +2.48% | 加碼 |
| 8 | MU | Micron Technology Inc | +0.4% | -11.95% | 減碼 |
| 9 | ✓ | +0.3% | NEW | 新建倉 | |
| 10 | ✓ | +0.3% | NEW | 新建倉 | |
| 11 | GOOGL | Alphabet Inc-cl A | +0.2% | -1.34% | 減碼 |
| 12 | GWW | Ww Grainger Inc | +0.2% | +5.78% | 加碼 |
| 13 | MDY | State Street Spdr S&p Midcap | +0.2% | +383.03% | 加碼 |
| 14 | DAVE | Dave Inc | +0.2% | NEW | 新建倉 |
| 15 | MSCI | Msci Inc | +0.2% | +105.17% | 加碼 |
| 16 | SSO | Proshares Ultra S&p500 | +0.2% | -1.58% | 減碼 |
| 17 | OUST | Ouster Inc | +0.2% | NEW | 新建倉 |
| 18 | KRYS | Krystal Biotech Inc | +0.2% | +75083.33% | 加碼 |
| 19 | AVGO | Broadcom Inc | +0.2% | +4.44% | 加碼 |
| 20 | SBUX | Starbucks CORP | +0.2% | +28.24% | 加碼 |
| 21 | UWM | Proshares Ultra Russell2000 | +0.2% | +3.81% | 加碼 |
| 22 | TQQQ | Proshares Ultrapro Qqq | +0.2% | -17.34% | 減碼 |
| 23 | STRL | Sterling Infrastructure Inc | +0.2% | +98.18% | 加碼 |
| 24 | ✓ | Ascendis Pharma A/s | +0.2% | NEW | 新建倉 |
| 25 | AAPL | Apple Inc | +0.1% | +4.47% | 加碼 |
| 26 | UNP | Union Pacific CORP | +0.1% | +19.41% | 加碼 |
| 27 | CFG | Citizens Financial Group | +0.1% | +227.05% | 加碼 |
| 28 | MIRM | Mirum Pharmaceuticals Inc | +0.1% | NEW | 新建倉 |
| 29 | C | Citigroup Inc | +0.1% | +1166.57% | 加碼 |
| 30 | CRDO | Credo Technology Group Holding Ltd | +0.1% | NEW | 新建倉 |
| 31 | LLY | Eli Lilly & Co | +0.1% | +281.96% | 加碼 |
| 32 | ARGX | Argenx Se - Adr | +0.1% | +812.41% | 加碼 |
| 33 | OSCR | Oscar Health Inc - Class A | +0.1% | NEW | 新建倉 |
| 34 | BALL | Ball CORP | +0.1% | +22.45% | 加碼 |
| 35 | MRX | Marex Group plc | +0.1% | NEW | 新建倉 |
| 36 | ABBV | Abbvie Inc | +0.1% | +2.93% | 加碼 |
| 37 | IBB | Ishares Biotechnology ETF | +0.1% | +12.70% | 加碼 |
| 38 | XLB | Ss Materials Select Sector | +0.1% | +21.23% | 加碼 |
| 39 | BAC | Bank Of America CORP | +0.1% | +95.26% | 加碼 |
| 40 | SN | SharkNinja, Inc. | +0.1% | +165.92% | 加碼 |
| 41 | XOVR | Ershares Private-public Cros | +0.1% | NEW | 新建倉 |
| 42 | IWM | Ishares Russell 2000 ETF | +0.1% | +21.97% | 加碼 |
| 43 | AVEM | Avantis Emerging Markets Eq | +0.1% | +36.69% | 加碼 |
| 44 | ELV | Elevance Health Inc | +0.1% | +23.71% | 加碼 |
| 45 | CLS | Celestica Inc | +0.1% | +54.85% | 加碼 |
| 46 | ATI | Ati Inc | +0.1% | +124.36% | 加碼 |
| 47 | DVA | Davita Inc | +0.1% | NEW | 新建倉 |
| 48 | V | Visa Inc-class A Shares | +0.1% | +2.71% | 加碼 |
| 49 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | -2.25% | 減碼 |
| 50 | CAT | Caterpillar Inc | +0.1% | -2.77% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Toth Financial Advisory CORP 在 Q2 2026 季度的美股持倉總市值約為 US$10.0億，共申報了 876 個公開持股部位。
在 Q2 2026 季度，Toth Financial Advisory CORP 按市值排列的前三大核心持股分別為：GOOGL (2.8%)、AAPL (2.6%)、CSCO (2.4%)。其中最大持股部位 GOOGL 佔據整體投資組合約 2.8% 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
市值: US$319.2萬
本季最大獲利了結 / 清倉標的
HON
前期市值: US$535.1萬
在 Q2 2026 季度中，Toth Financial Advisory CORP 共進行了 194 項持倉異動，包含新建倉 17 個部位、加碼 87 個部位、減碼 80 個部位以及清倉 10 個部位。 其中最大新建倉標的為 。 本季清倉部位包含 HON。
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。