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: 0001761054
申報總市值
US$388.1億
US$388.1億
1006 檔
19.1%
在 Q1 2026 的 13F 官方備案中，Treasurer of the State of North Carolina 管理的美股投資組合規模來到 US$388.1億，整體持股檔數為 1006 檔。
Q1 2026 數據顯示 Treasurer of the State of North Carolina 積極進場，新開立 4 個部位並同步加碼 190 檔個股，反映機構在該季度的資金注入與籌碼積累。
在資產配置集中度方面，Treasurer of the State of North Carolina 的前 5 大核心持股（包含 NVDA, AAPL, IWM 等）合計佔整體申報市值的 19.1%，反映機構在主要關鍵部位上的權重分佈。
本季最大新建倉標的
QGEN
市值: US$804.3萬
本季最大獲利了結 / 清倉標的
QGEN
前期市值: US$889.6萬
僅顯示前 200 大持股（共 1006 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 | 6.03% | -0.46% | +2.89% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.41% | -0.36% | +1.78% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 4.61% | -0.02% | +191.53% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.11% | -0.60% | +2.98% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.15% | -0.17% | +3.35% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.54% | +0.02% | +3.08% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 2.33% | — | +3.58% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.06% | -0.37% | +3.67% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.04% | -0.01% | +3.00% | |
| 10 | TSLA | Tesla Inc | 股票-循環性消費 | 1.66% | -0.09% | +3.36% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.19% | -0.17% | +2.18% | |
| 12 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.15% | +0.07% | +3.30% | |
| 13 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.11% | -0.17% | +4.50% | |
| 14 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.08% | -0.12% | +2.18% | |
| 15 | XOM | Exxon Mobil CORP | 股票-能源 | 0.97% | -0.35% | +2.18% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 0.93% | -0.15% | +4.32% | |
| 17 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.75% | -0.13% | +5.37% | |
| 18 | WMT | Walmart Inc | 股票-非循環性消費 | 0.73% | -0.18% | +2.18% | |
| 19 | MU | Micron Technology Inc | 股票-科技 | 0.71% | +1.03% | +4.46% | |
| 20 | MA | Mastercard Inc - A | 股票-金融 | 0.68% | -0.22% | +3.83% | |
| 21 | CSCO | Cisco Systems Inc | 股票-科技 | 0.66% | +0.16% | +5.21% | |
| 22 | NFLX | Netflix Inc | 股票-通訊服務 | 0.66% | -0.27% | +3.51% | |
| 23 | LRCX | Lam Research CORP | 股票-科技 | 0.62% | +0.25% | +5.63% | |
| 24 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.60% | -0.14% | +2.18% | |
| 25 | BAC | Bank Of America CORP | 股票-金融 | 0.58% | -0.03% | +3.27% | |
| 26 | AMAT | Applied Materials Inc | 股票-科技 | 0.54% | +0.31% | +4.07% | |
| 27 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.54% | -0.05% | +2.46% | |
| 28 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.53% | -0.18% | +3.68% | |
| 29 | CVX | Chevron CORP | 股票-能源 | 0.52% | -0.18% | +2.18% | |
| 30 | KLAC | Kla CORP | 股票-科技 | 0.51% | +0.20% | +6.19% | |
| 31 | ORCL | Oracle CORP | 股票-科技 | 0.45% | -0.08% | +4.33% | |
| 32 | CAT | Caterpillar Inc | 股票-工業 | 0.44% | +0.11% | +2.18% | |
| 33 | AMD | Advanced Micro Devices | 股票-科技 | 0.44% | +0.60% | +2.18% | |
| 34 | HD | Home Depot Inc | 股票-循環性消費 | 0.44% | -0.05% | +2.18% | |
| 35 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.43% | +0.01% | +1.45% | |
| 36 | IBM | Intl Business Machines CORP | 股票-科技 | 0.43% | -0.05% | +4.57% | |
| 37 | GE | General Electric | 股票-工業 | 0.41% | +0.01% | +2.40% | |
| 38 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.40% | +0.01% | +3.54% | |
| 39 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.40% | -0.05% | +2.18% | |
| 40 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.38% | -0.09% | +3.84% | |
| 41 | PM | Philip Morris International | 股票-非循環性消費 | 0.38% | -0.07% | +2.78% | |
| 42 | ADI | Analog Devices Inc | 股票-科技 | 0.37% | +0.01% | +4.77% | |
| 43 | TXN | Texas Instruments Inc | 股票-科技 | 0.35% | +0.12% | +4.80% | |
| 44 | RTX | Rtx CORP | 股票-工業 | 0.35% | -0.07% | +2.18% | |
| 45 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.34% | -0.09% | +4.70% | |
| 46 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.33% | -0.01% | +2.18% | |
| 47 | WFC | Wells Fargo & Co | 股票-金融 | 0.33% | -0.05% | +0.66% | |
| 48 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.33% | -0.06% | +3.17% | |
| 49 | INTC | Intel CORP | 股票-科技 | 0.32% | +0.49% | +3.58% | |
| 50 | GEV | GE Vernova Inc | 股票-工業 | 0.32% | +0.06% | +0.90% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | IWM | Ishares Russell 2000 ETF | +3% | +191.53% | 加碼 |
| 2 | XOM | Exxon Mobil CORP | +0.3% | +2.18% | 加碼 |
| 3 | JNJ | Johnson & Johnson | +0.2% | +4.50% | 加碼 |
| 4 | AMAT | Applied Materials Inc | +0.1% | +4.07% | 加碼 |
| 5 | LRCX | Lam Research CORP | +0.1% | +5.63% | 加碼 |
| 6 | CVX | Chevron CORP | +0.1% | +2.18% | 加碼 |
| 7 | MU | Micron Technology Inc | +0.1% | +4.46% | 加碼 |
| 8 | KLAC | Kla CORP | +0.1% | +6.19% | 加碼 |
| 9 | SNDK | Sandisk CORP | +0.1% | +8.79% | 加碼 |
| 10 | COST | Costco Wholesale CORP | +0.1% | +2.18% | 加碼 |
| 11 | COP | Conocophillips | +0.1% | +2.92% | 加碼 |
| 12 | CAT | Caterpillar Inc | +0.1% | +2.18% | 加碼 |
| 13 | WMT | Walmart Inc | +0.1% | +2.18% | 加碼 |
| 14 | GEV | GE Vernova Inc | +0.1% | +0.90% | 加碼 |
| 15 | ETR | Entergy CORP | +0.1% | +8.74% | 加碼 |
| 16 | ADI | Analog Devices Inc | +0.1% | +4.77% | 加碼 |
| 17 | INTC | Intel CORP | +0.1% | +3.58% | 加碼 |
| 18 | WDC | Western Digital CORP | +0.1% | +3.82% | 加碼 |
| 19 | VZ | Verizon Communications Inc | +0.1% | +2.18% | 加碼 |
| 20 | MRK | Merck & Co. Inc. | +0.1% | +1.45% | 加碼 |
| 21 | GILD | Gilead Sciences Inc | +0.1% | +4.70% | 加碼 |
| 22 | GLW | Corning Inc | +0.1% | +2.18% | 加碼 |
| 23 | TXN | Texas Instruments Inc | +0.1% | +4.80% | 加碼 |
| 24 | VRT | Vertiv Holdings Co-a | +0.1% | +2.18% | 加碼 |
| 25 | EOG | Eog Resources Inc | +0.1% | +4.39% | 加碼 |
| 26 | LIN | Linde plc | 0% | +2.18% | 加碼 |
| 27 | T | At&t Inc | 0% | +2.18% | 加碼 |
| 28 | NEE | Nextera Energy Inc | 0% | +2.18% | 加碼 |
| 29 | DUK | Duke Energy CORP | 0% | +6.03% | 加碼 |
| 30 | KO | Coca-cola Co/the | 0% | +2.18% | 加碼 |
| 31 | LMT | Lockheed Martin CORP | 0% | +2.18% | 加碼 |
| 32 | DE | Deere & Co | 0% | +2.17% | 加碼 |
| 33 | LITE | Lumentum Holdings Inc | 0% | +2.18% | 加碼 |
| 34 | PG | Procter & Gamble Co/the | 0% | +5.37% | 加碼 |
| 35 | PFE | Pfizer Inc | 0% | +3.68% | 加碼 |
| 36 | NFLX | Netflix Inc | 0% | +3.51% | 加碼 |
| 37 | FCX | Freeport-mcmoran Inc | 0% | +5.82% | 加碼 |
| 38 | VLO | Valero Energy CORP | 0% | +2.17% | 加碼 |
| 39 | CME | Cme Group Inc | 0% | +6.10% | 加碼 |
| 40 | EVRG | Evergy Inc | 0% | +9.49% | 加碼 |
| 41 | MPC | Marathon Petroleum CORP | 0% | +1.03% | 加碼 |
| 42 | CF | Cf Industries Holdings Inc | 0% | +5.63% | 加碼 |
| 43 | CTVA | Corteva Inc | 0% | +4.84% | 加碼 |
| 44 | PSX | Phillips 66 | 0% | +2.18% | 加碼 |
| 45 | EQIX | Equinix Inc | 0% | +2.18% | 加碼 |
| 46 | CIEN | Ciena CORP | 0% | +2.18% | 加碼 |
| 47 | ROST | Ross Stores Inc | 0% | +4.77% | 加碼 |
| 48 | MO | Altria Group Inc | 0% | +3.48% | 加碼 |
| 49 | PEP | Pepsico Inc | 0% | +2.18% | 加碼 |
| 50 | PWR | Quanta Services Inc | 0% | +2.17% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Treasurer of the State of North Carolina 在 Q1 2026 季度的美股持倉總市值約為 US$388.1億，共申報了 1006 個公開持股部位。
在 Q1 2026 季度，Treasurer of the State of North Carolina 按市值排列的前三大核心持股分別為：NVDA (6.0%)、AAPL (5.4%)、IWM (4.6%)。其中最大持股部位 NVDA 佔據整體投資組合約 6.0% 的權重。
在 Q1 2026 季度中，Treasurer of the State of North Carolina 共進行了 200 項持倉異動，包含新建倉 4 個部位、加碼 190 個部位、減碼 1 個部位以及清倉 5 個部位。 其中最大新建倉標的為 QGEN。 本季清倉部位包含 QGEN。
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。
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。
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。