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: 0001597690
申報總市值
US$2.3億
US$2.3億
97 檔
28.6%
截至 Q2 2026 季度末，Trust Investment Advisors 的美股持倉估值約為 US$2.3億，全數申報部位共有 97 檔。
Trust Investment Advisors 在 Q2 2026 進行了結構性的板塊輪動與部位換股。在開立 13 個全新部位及加碼 32 檔持股的同時，亦同步清倉 5 檔並減碼 43 檔標的。
檢視投資組合結構，前 5 大主力部位（包含 LLY, AAPL, TSM）占據了總市值的 28.6%，展現出該機構在 Q2 2026 的重點資金聚焦與風險分佈特徵。
| # | 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 | LLY | Eli Lilly & Co | 股票-醫療保健 | 10.79% | -0.28% | -2.40% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 9.00% | +1.33% | -0.89% | |
| 3 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 3.99% | -0.22% | +1.29% | |
| 4 | AMD | Advanced Micro Devices | 股票-科技 | 3.82% | -0.16% | -1.81% | |
| 5 | CLS | Celestica Inc | 股票-科技 | 3.64% | -0.34% | -1.24% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 3.53% | -0.12% | -2.41% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 3.12% | +0.54% | -1.97% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 3.09% | +1.35% | +0.72% | |
| 9 | CAT | Caterpillar Inc | 股票-工業 | 3.03% | -0.68% | -0.35% | |
| 10 | BE | Bloom Energy Corp- A | 股票-工業 | 2.49% | -0.41% | +1.23% | |
| 11 | PANW | Palo Alto Networks Inc | 股票-科技 | 2.35% | +0.22% | -0.18% | |
| 12 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.01% | -0.14% | -2.20% | |
| 13 | KLAC | Kla CORP | 股票-科技 | 1.70% | -0.65% | +900.00% | |
| 14 | RIO | Rio Tinto Plc-spon Adr | 股票-原物料 | 1.63% | +0.01% | +4.83% | |
| 15 | CSCO | Cisco Systems Inc | 股票-科技 | 1.53% | -0.07% | +0.64% | |
| 16 | DELL | Dell Technologies -c | 股票-科技 | 1.48% | +0.30% | -45.83% | |
| 17 | MS | Morgan Stanley | 股票-金融 | 1.43% | -0.20% | -2.06% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.34% | +0.04% | -0.28% | |
| 19 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.20% | -0.20% | +0.02% | |
| 20 | IBM | Intl Business Machines CORP | 股票-科技 | 1.17% | -0.15% | -0.21% | |
| 21 | RTX | Rtx CORP | 股票-工業 | 1.15% | -0.04% | -0.91% | |
| 22 | CFG | Citizens Financial Group | 股票-金融 | 1.14% | -0.15% | -0.23% | |
| 23 | ETN | Eaton Corporation plc | 股票-工業 | 1.06% | +0.10% | -0.25% | |
| 24 | DE | Deere & Co | 股票-工業 | 1.05% | +0.02% | -0.06% | |
| 25 | UPS | United Parcel Service-cl B | 股票-工業 | 0.99% | -0.20% | +669.00% | |
| 26 | TT | Trane Technologies plc | 股票-工業 | 0.98% | -0.10% | -0.05% | |
| 27 | COF | Capital One Financial CORP | 股票-金融 | 0.98% | -0.04% | -0.15% | |
| 28 | IRM | Iron Mountain Inc | 股票-房地產 | 0.91% | -0.06% | +8.33% | |
| 29 | MET | Metlife Inc | 股票-金融 | 0.90% | +0.04% | — | |
| 30 | OKE | Oneok Inc | 股票-能源 | 0.90% | -0.90% | EXIT | |
| 31 | XOM | Exxon Mobil CORP | 股票-能源 | 0.89% | -0.89% | EXIT | |
| 32 | VMC | Vulcan Materials Co | 股票-原物料 | 0.87% | -0.21% | -0.05% | |
| 33 | QCOM | Qualcomm Inc | 股票-科技 | 0.87% | +0.01% | -0.72% | |
| 34 | HD | Home Depot Inc | 股票-循環性消費 | 0.86% | -0.14% | +0.02% | |
| 35 | MSI | Motorola Solutions Inc | 股票-科技 | 0.85% | — | — | |
| 36 | V | Visa Inc-class A Shares | 股票-金融 | 0.84% | +0.12% | +0.29% | |
| 37 | WBS | Webster Financial CORP | 股票-金融 | 0.80% | -0.80% | EXIT | |
| 38 | BBY | Best Buy Co Inc | 股票-循環性消費 | 0.80% | +0.26% | -1.51% | |
| 39 | MA | Mastercard Inc - A | 股票-金融 | 0.74% | +0.02% | +0.43% | |
| 40 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.74% | +0.07% | -0.06% | |
| 41 | KEYS | Keysight Technologies In | 股票-科技 | 0.74% | — | +0.14% | |
| 42 | CVX | Chevron CORP | 股票-能源 | 0.69% | +0.22% | +0.02% | |
| 43 | DUK | Duke Energy CORP | 股票-公用事業 | 0.69% | -0.02% | +0.04% | |
| 44 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 0.68% | -0.15% | -0.04% | |
| 45 | BA | Boeing Co/the | 股票-工業 | 0.67% | -0.10% | -0.34% | |
| 46 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.62% | -0.05% | +0.04% | |
| 47 | O | Realty Income CORP | 股票-房地產 | 0.61% | -0.04% | +0.16% | |
| 48 | LNC | Lincoln National CORP | 股票-金融 | 0.60% | +0.11% | -0.36% | |
| 49 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.60% | -0.08% | +0.13% | |
| 50 | AMGN | Amgen Inc | 股票-醫療保健 | 0.59% | +0.18% | +0.95% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AMD | Advanced Micro Devices | +2.2% | -1.81% | 減碼 |
| 2 | BE | Bloom Energy Corp- A | +1.1% | +1.23% | 加碼 |
| 3 | PANW | Palo Alto Networks Inc | +1% | -0.18% | 減碼 |
| 4 | MET | Metlife Inc | +0.9% | NEW | 新建倉 |
| 5 | UPS | United Parcel Service-cl B | +0.9% | +669.00% | 加碼 |
| 6 | KLAC | Kla CORP | +0.7% | +900.00% | 加碼 |
| 7 | TSM | Taiwan Semiconductor-sp Adr | +0.6% | +1.29% | 加碼 |
| 8 | CAT | Caterpillar Inc | +0.6% | -0.35% | 減碼 |
| 9 | LLY | Eli Lilly & Co | +0.4% | -2.40% | 減碼 |
| 10 | CSCO | Cisco Systems Inc | +0.3% | +0.64% | 加碼 |
| 11 | ✓ | +0.3% | NEW | 新建倉 | |
| 12 | ✓ | +0.3% | NEW | 新建倉 | |
| 13 | DELL | Dell Technologies -c | +0.2% | -45.83% | 減碼 |
| 14 | MRVL | Marvell Technology Inc | +0.2% | NEW | 新建倉 |
| 15 | CLS | Celestica Inc | +0.2% | -1.24% | 減碼 |
| 16 | INTC | Intel CORP | +0.2% | NEW | 新建倉 |
| 17 | GS | Goldman Sachs Group Inc | +0.1% | NEW | 新建倉 |
| 18 | UNH | Unitedhealth Group Inc | +0.1% | +0.13% | 加碼 |
| 19 | TXN | Texas Instruments Inc | +0.1% | NEW | 新建倉 |
| 20 | QCOM | Qualcomm Inc | +0.1% | -0.72% | 減碼 |
| 21 | GOOGL | Alphabet Inc-cl A | +0.1% | NEW | 新建倉 |
| 22 | JBL | Jabil Inc | +0.1% | NEW | 新建倉 |
| 23 | NXPI | NXP Semiconductors N.V. | +0.1% | -0.04% | 減碼 |
| 24 | ARW | Arrow Electronics Inc | +0.1% | NEW | 新建倉 |
| 25 | NSC | Norfolk Southern CORP | +0.1% | NEW | 新建倉 |
| 26 | MRK | Merck & Co. Inc. | +0.1% | NEW | 新建倉 |
| 27 | CMI | Cummins Inc | +0.1% | NEW | 新建倉 |
| 28 | IRM | Iron Mountain Inc | +0.1% | +8.33% | 加碼 |
| 29 | ASML | ASML Holding N.V. | 0% | — | 不變 |
| 30 | MS | Morgan Stanley | 0% | -2.06% | 減碼 |
| 31 | KEYS | Keysight Technologies In | 0% | +0.14% | 加碼 |
| 32 | SIRI | Sirius Xm Holdings Inc | 0% | — | 不變 |
| 33 | JBHT | Hunt (jb) Transprt Svcs Inc | — | -12.89% | 減碼 |
| 34 | BMO | Bank Of Montreal | — | +0.57% | 加碼 |
| 35 | FSLR | First Solar Inc | 0% | +0.47% | 加碼 |
| 36 | ABBV | Abbvie Inc | 0% | +0.63% | 加碼 |
| 37 | ODFL | Old Dominion Freight Line | 0% | — | 不變 |
| 38 | STLA | Stellantis N.V. | 0% | — | 不變 |
| 39 | AEE | Ameren Corporation | 0% | — | 不變 |
| 40 | GOOG | Alphabet Inc-cl C | 0% | -2.20% | 減碼 |
| 41 | ETN | Eaton Corporation plc | 0% | -0.25% | 減碼 |
| 42 | JNJ | Johnson & Johnson | 0% | +3.60% | 加碼 |
| 43 | TT | Trane Technologies plc | 0% | -0.05% | 減碼 |
| 44 | BBY | Best Buy Co Inc | 0% | -1.51% | 減碼 |
| 45 | AMZN | Amazon.com Inc | -0.1% | -0.06% | 減碼 |
| 46 | TGT | Target CORP | -0.1% | +0.21% | 加碼 |
| 47 | MCD | Mcdonald's CORP | -0.1% | — | 不變 |
| 48 | FIGB | Fidelity Invest Grd Bnd ETF | -0.1% | — | 不變 |
| 49 | CFG | Citizens Financial Group | -0.1% | -0.23% | 減碼 |
| 50 | V | Visa Inc-class A Shares | -0.1% | +0.29% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Trust Investment Advisors 在 Q2 2026 季度的美股持倉總市值約為 US$2.3億，共申報了 97 個公開持股部位。
在 Q2 2026 季度，Trust Investment Advisors 按市值排列的前三大核心持股分別為：LLY (10.8%)、AAPL (9.0%)、TSM (4.0%)。其中最大持股部位 LLY 佔據整體投資組合約 10.8% 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
MET
市值: US$189.2萬
本季最大獲利了結 / 清倉標的
HON
前期市值: US$111.6萬
在 Q2 2026 季度中，Trust Investment Advisors 共進行了 93 項持倉異動，包含新建倉 13 個部位、加碼 32 個部位、減碼 43 個部位以及清倉 5 個部位。 其中最大新建倉標的為 MET。 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。