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: 0002067591
申報總市值
US$1.6億
US$1.6億
208 檔
34.2%
在 Q1 2026 申報期間，TOWER TRUST & INVESTMENT Co（CIK: 0002067591）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$1.6億，共持有 208 個公開申報部位。
在 Q1 2026 期間，TOWER TRUST & INVESTMENT Co 展現了靈活的資產再平衡步調，透過出清 9 檔弱勢或達到目標價部位，將資金轉置於 12 檔新建倉標的之中。
在資產配置集中度方面，TOWER TRUST & INVESTMENT Co 的前 5 大核心持股（包含 AAPL, GII, NVDA 等）合計佔整體申報市值的 34.2%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 208 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 | AAPL | Apple Inc | 股票-科技 | 11.61% | +0.51% | -0.89% | |
| 2 | GII | State Street Spdr S&p Global | ETF-其他 | 9.58% | -0.94% | +1.25% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 7.67% | +0.42% | -0.79% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.50% | -0.39% | +3.71% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.67% | +0.39% | -0.05% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.27% | +0.13% | +0.12% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.08% | -0.30% | -1.66% | |
| 8 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.77% | -0.03% | -0.28% | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.59% | +0.25% | -0.80% | |
| 10 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.72% | -0.26% | -0.57% | |
| 11 | MA | Mastercard Inc - A | 股票-金融 | 1.57% | -0.09% | -0.89% | |
| 12 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.29% | -0.17% | -0.27% | |
| 13 | AMD | Advanced Micro Devices | 股票-科技 | 1.19% | +1.51% | +1.33% | |
| 14 | EMR | Emerson Electric Co | 股票-工業 | 1.11% | -0.40% | +31.06% | |
| 15 | XOM | Exxon Mobil CORP | 股票-能源 | 1.10% | -0.29% | -1.14% | |
| 16 | AVGO | Broadcom Inc | 股票-科技 | 1.09% | +0.90% | +2.55% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.09% | -0.04% | +4.77% | |
| 18 | CAT | Caterpillar Inc | 股票-工業 | 1.08% | +0.34% | -8.91% | |
| 19 | ADI | Analog Devices Inc | 股票-科技 | 1.06% | +0.09% | -0.72% | |
| 20 | RTX | Rtx CORP | 股票-工業 | 1.01% | -0.11% | -0.29% | |
| 21 | ETN | Eaton Corporation plc | 股票-工業 | 0.94% | -0.02% | +56.94% | |
| 22 | NFLX | Netflix Inc | 股票-通訊服務 | 0.89% | -0.33% | -1.54% | |
| 23 | C | Citigroup Inc | 股票-金融 | 0.88% | +0.11% | -0.45% | |
| 24 | CSCO | Cisco Systems Inc | 股票-科技 | 0.86% | +0.12% | -0.35% | |
| 25 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.85% | +0.78% | -0.15% | |
| 26 | MDT | Medtronic plc | 股票-醫療保健 | 0.84% | -0.22% | +1087.76% | |
| 27 | GSK | Gsk Plc-spon Adr | 股票-醫療保健 | 0.83% | -0.10% | +0.19% | |
| 28 | COR | Cencora Inc | 股票-醫療保健 | 0.83% | -0.13% | -0.05% | |
| 29 | KLAC | Kla CORP | 股票-科技 | 0.77% | +0.58% | +5246.67% | |
| 30 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.76% | -0.03% | -3.53% | |
| 31 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.74% | +0.21% | +0.41% | |
| 32 | ORCL | Oracle CORP | 股票-科技 | 0.73% | -0.09% | -1.69% | |
| 33 | BA | Boeing Co/the | 股票-工業 | 0.69% | +0.01% | +1.33% | |
| 34 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.68% | -0.09% | -2.56% | |
| 35 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.68% | -0.03% | -0.70% | |
| 36 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.68% | -0.05% | +0.83% | |
| 37 | CRM | Salesforce Inc | 股票-科技 | 0.67% | -0.14% | +0.61% | |
| 38 | ICE | Intercontinental Exchange In | 股票-金融 | 0.64% | -0.18% | -0.56% | |
| 39 | BX | Blackstone Inc | 股票-金融 | 0.62% | -0.09% | +1.72% | |
| 40 | CVX | Chevron CORP | 股票-能源 | 0.62% | -0.17% | -0.72% | |
| 41 | SLB | Slb LTD | 股票-能源 | 0.61% | -0.09% | +1.02% | |
| 42 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.60% | +0.12% | — | |
| 43 | KKR | Kkr & Co Inc | 股票-金融 | 0.60% | -0.19% | +1.65% | |
| 44 | GD | General Dynamics CORP | 股票-工業 | 0.59% | -0.05% | -0.79% | |
| 45 | OVV | Ovintiv Inc | 股票-能源 | 0.59% | -0.12% | — | |
| 46 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.57% | -0.01% | +6.42% | |
| 47 | HD | Home Depot Inc | 股票-循環性消費 | 0.57% | -0.05% | -0.38% | |
| 48 | AMT | American Tower CORP | 股票-房地產 | 0.57% | -0.08% | +0.38% | |
| 49 | BND | Vanguard Total Bond Market | ETF-其他 | 0.57% | +0.06% | +6.68% | |
| 50 | VCIT | Vanguard Int-term Corporate | ETF-投資等級公司債 | 0.52% | +0.03% | +7.03% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GII | State Street Spdr S&p Global | +1.3% | +1.25% | 加碼 |
| 2 | KLAC | Kla CORP | +0.8% | +5246.67% | 加碼 |
| 3 | MDT | Medtronic plc | +0.8% | +1087.76% | 加碼 |
| 4 | YUM | Yum! Brands Inc | +0.5% | +907.14% | 加碼 |
| 5 | ETN | Eaton Corporation plc | +0.4% | +56.94% | 加碼 |
| 6 | XOM | Exxon Mobil CORP | +0.3% | -1.14% | 減碼 |
| 7 | EMR | Emerson Electric Co | +0.3% | +31.06% | 加碼 |
| 8 | COST | Costco Wholesale CORP | +0.3% | -0.57% | 減碼 |
| 9 | SLB | Slb LTD | +0.2% | +1.02% | 加碼 |
| 10 | CVX | Chevron CORP | +0.2% | -0.72% | 減碼 |
| 11 | ADI | Analog Devices Inc | +0.2% | -0.72% | 減碼 |
| 12 | CAT | Caterpillar Inc | +0.2% | -8.91% | 減碼 |
| 13 | GSK | Gsk Plc-spon Adr | +0.1% | +0.19% | 加碼 |
| 14 | JNJ | Johnson & Johnson | +0.1% | -3.53% | 減碼 |
| 15 | NEE | Nextera Energy Inc | +0.1% | -2.56% | 減碼 |
| 16 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +4.77% | 加碼 |
| 17 | TJX | Tjx Companies Inc | +0.1% | -0.27% | 減碼 |
| 18 | ✓ | Deere & Co | +0.1% | — | 不變 |
| 19 | HON | Honeywell International Inc | +0.1% | -1.29% | 減碼 |
| 20 | KO | Coca-cola Co/the | +0.1% | -0.70% | 減碼 |
| 21 | RTX | Rtx CORP | +0.1% | -0.29% | 減碼 |
| 22 | FCX | Freeport-mcmoran Inc | +0.1% | +0.73% | 加碼 |
| 23 | PFE | Pfizer Inc | +0.1% | +1.41% | 加碼 |
| 24 | TPR | Tapestry Inc | +0.1% | +1.49% | 加碼 |
| 25 | BMY | Bristol-myers Squibb Co | +0.1% | -1.32% | 減碼 |
| 26 | BND | Vanguard Total Bond Market | +0.1% | +6.68% | 加碼 |
| 27 | DE | Deere & Co | +0.1% | -3.79% | 減碼 |
| 28 | VO | Vanguard Mid-cap ETF | +0.1% | +6.42% | 加碼 |
| 29 | NFLX | Netflix Inc | +0.1% | -1.54% | 減碼 |
| 30 | COP | Conocophillips | 0% | — | 不變 |
| 31 | MDLZ | Mondelez International Inc-a | 0% | -0.64% | 減碼 |
| 32 | AEE | Ameren Corporation | 0% | — | 不變 |
| 33 | VCIT | Vanguard Int-term Corporate | 0% | +7.03% | 加碼 |
| 34 | CSCO | Cisco Systems Inc | 0% | -0.35% | 減碼 |
| 35 | PSX | Phillips 66 | 0% | — | 不變 |
| 36 | EXC | Exelon CORP | 0% | — | 不變 |
| 37 | VB | Vanguard Small-cap ETF | 0% | +5.74% | 加碼 |
| 38 | IEMG | Ishares Core Msci Emerging | 0% | +2.09% | 加碼 |
| 39 | GD | General Dynamics CORP | 0% | -0.79% | 減碼 |
| 40 | Q | Qnity Electronics Inc | 0% | — | 不變 |
| 41 | CTVA | Corteva Inc | 0% | — | 不變 |
| 42 | BIIB | Biogen Inc | 0% | +0.39% | 加碼 |
| 43 | IGF | Ishares Global Infrastructur | 0% | +3.20% | 加碼 |
| 44 | T | At&t Inc | 0% | — | 不變 |
| 45 | GS | Goldman Sachs Group Inc | 0% | +833.33% | 加碼 |
| 46 | PEP | Pepsico Inc | 0% | — | 不變 |
| 47 | JNK | Ss Spdr Bb High Yield Bond | 0% | +7.19% | 加碼 |
| 48 | TSLA | Tesla Inc | 0% | +530.00% | 加碼 |
| 49 | SO | Southern Co/the | 0% | — | 不變 |
| 50 | VNQ | Vanguard Real Estate ETF | 0% | +4.73% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，TOWER TRUST & INVESTMENT Co 在 Q1 2026 季度的美股持倉總市值約為 US$1.6億，共申報了 208 個公開持股部位。
在 Q1 2026 季度，TOWER TRUST & INVESTMENT Co 按市值排列的前三大核心持股分別為：AAPL (11.6%)、GII (9.6%)、NVDA (7.7%)。其中最大持股部位 AAPL 佔據整體投資組合約 11.6% 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
OVV
市值: US$90.3萬
本季最大獲利了結 / 清倉標的
NSC
前期市值: US$119.5萬
在 Q1 2026 季度中，TOWER TRUST & INVESTMENT Co 共進行了 108 項持倉異動，包含新建倉 12 個部位、加碼 43 個部位、減碼 44 個部位以及清倉 9 個部位。 其中最大新建倉標的為 OVV。 本季清倉部位包含 NSC。
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。