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: 0000102212
申報總市值
US$20.4億
US$20.4億
254 檔
25.9%
在 Q1 2026 申報期間，UNIVEST FINANCIAL Corp（CIK: 0000102212）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$20.4億，共持有 254 個公開申報部位。
從 Q1 2026 申報觀察，UNIVEST FINANCIAL Corp 採取防禦導向的調倉策略，本季減碼 101 檔個股並出清 10 檔部位，顯示機構在該時期進行風險控制與流動性回收。
從部位權重觀察，前 5 大標的（包含 VXUS, SPYM, AAPL）累計市值佔比達 25.9%，是驅動 UNIVEST FINANCIAL Corp 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 254 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 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 9.22% | -0.19% | +1.26% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 7.77% | +0.14% | +6.00% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 5.09% | -0.01% | -4.22% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.85% | +0.39% | -10.57% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.66% | -0.30% | +13.30% | |
| 6 | SPAB | Ss Spdr P Agg Bond ETF | ETF-其他 | 3.48% | -0.54% | -21.42% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 3.10% | +0.14% | +8.39% | |
| 8 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.08% | +0.07% | +9.07% | |
| 9 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-其他 | 2.86% | +0.04% | +10.50% | |
| 10 | AVGO | Broadcom Inc | 股票-科技 | 2.42% | +0.18% | +4.65% | |
| 11 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.01% | -0.25% | +0.47% | |
| 12 | XLE | Ss Energy Select Sector | ETF-其他 | 1.89% | -0.43% | -7.01% | |
| 13 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.76% | -0.27% | -5.20% | |
| 14 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.68% | +0.31% | -2.84% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.36% | -0.09% | +2.36% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 1.33% | -0.03% | +19.09% | |
| 17 | MU | Micron Technology Inc | 股票-科技 | 1.23% | +2.29% | -27.38% | |
| 18 | SPGI | S&p Global Inc | 股票-金融 | 1.10% | -0.10% | +29.56% | |
| 19 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.03% | -0.22% | -0.85% | |
| 20 | UVSP | Univest Financial CORP | 股票-其他 | 0.97% | +0.11% | -18.75% | |
| 21 | BLK | Blackrock Inc | 股票-金融 | 0.95% | -0.08% | +1.79% | |
| 22 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.94% | -0.07% | -0.65% | |
| 23 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.92% | -0.09% | -3.33% | |
| 24 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型股與成長 | 0.88% | +0.13% | +40.50% | |
| 25 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.86% | -0.08% | +4.82% | |
| 26 | LHX | L3harris Technologies Inc | 股票-工業 | 0.84% | -0.26% | -12.33% | |
| 27 | MGK | Vanguard Mega Cap Growth ETF | ETF-其他 | 0.81% | +0.03% | +344.34% | |
| 28 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.80% | -0.17% | -4.78% | |
| 29 | AMAT | Applied Materials Inc | 股票-科技 | 0.79% | +0.55% | -25.79% | |
| 30 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.75% | +0.23% | +46.81% | |
| 31 | TEL | TE Connectivity plc | 股票-科技 | 0.74% | -0.15% | -4.78% | |
| 32 | PM | Philip Morris International | 股票-非循環性消費 | 0.71% | -0.08% | -6.35% | |
| 33 | AXP | American Express Co | 股票-金融 | 0.71% | -0.04% | +1.07% | |
| 34 | FICO | Fair Isaac CORP | 股票-科技 | 0.69% | +0.12% | +148.16% | |
| 35 | SNPS | Synopsys Inc | 股票-科技 | 0.68% | +0.04% | +107.55% | |
| 36 | VTV | Vanguard Value ETF | ETF-其他 | 0.68% | +0.05% | +13.80% | |
| 37 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-其他 | 0.65% | -0.31% | -62.19% | |
| 38 | URI | United Rentals Inc | 股票-工業 | 0.65% | +0.17% | +8.62% | |
| 39 | AMT | American Tower CORP | 股票-房地產 | 0.63% | -0.12% | +46.20% | |
| 40 | REGN | Regeneron Pharmaceuticals | 股票-醫療保健 | 0.62% | -0.22% | -26.77% | |
| 41 | CRM | Salesforce Inc | 股票-科技 | 0.62% | -0.19% | +29.03% | |
| 42 | FDX | Fedex CORP | 股票-工業 | 0.60% | -0.15% | -19.11% | |
| 43 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.56% | -0.01% | -7.15% | |
| 44 | SHW | Sherwin-williams Co/the | 股票-原物料 | 0.56% | -0.07% | -13.27% | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.55% | +0.01% | +5.22% | |
| 46 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.52% | -0.10% | +26.33% | |
| 47 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.51% | -0.07% | -16.70% | |
| 48 | BR | Broadridge Financial Solutio | 股票-科技 | 0.46% | -0.08% | — | |
| 49 | ULTA | Ulta Beauty Inc | 股票-循環性消費 | 0.46% | -0.12% | -8.91% | |
| 50 | BAC | Bank Of America CORP | 股票-金融 | 0.44% | -0.01% | +6.94% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VXUS | Vanguard Total Intl Stock | +0.8% | +1.26% | 加碼 |
| 2 | MGK | Vanguard Mega Cap Growth ETF | +0.6% | +344.34% | 加碼 |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.5% | +6.00% | 加碼 |
| 4 | XLE | Ss Energy Select Sector | +0.5% | -7.01% | 減碼 |
| 5 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.4% | +10.50% | 加碼 |
| 6 | SNPS | Synopsys Inc | +0.3% | +107.55% | 加碼 |
| 7 | FICO | Fair Isaac CORP | +0.3% | +148.16% | 加碼 |
| 8 | NEE | Nextera Energy Inc | +0.3% | -5.20% | 減碼 |
| 9 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.2% | +40.50% | 加碼 |
| 10 | AMT | American Tower CORP | +0.2% | +46.20% | 加碼 |
| 11 | NVDA | Nvidia CORP | +0.2% | +8.39% | 加碼 |
| 12 | JNJ | Johnson & Johnson | +0.2% | -0.65% | 減碼 |
| 13 | COST | Costco Wholesale CORP | +0.2% | -0.85% | 減碼 |
| 14 | MDLZ | Mondelez International Inc-a | +0.2% | +26.33% | 加碼 |
| 15 | UNH | Unitedhealth Group Inc | +0.2% | +46.81% | 加碼 |
| 16 | ZTS | Zoetis Inc | +0.2% | +72.77% | 加碼 |
| 17 | ADBE | Adobe Inc | +0.2% | +124.09% | 加碼 |
| 18 | VTV | Vanguard Value ETF | +0.1% | +13.80% | 加碼 |
| 19 | EQIX | Equinix Inc | +0.1% | +16.46% | 加碼 |
| 20 | AMZN | Amazon.com Inc | +0.1% | +9.07% | 加碼 |
| 21 | SPGI | S&p Global Inc | +0.1% | +29.56% | 加碼 |
| 22 | V | Visa Inc-class A Shares | +0.1% | +19.09% | 加碼 |
| 23 | CASY | Casey's General Stores Inc | +0.1% | -5.67% | 減碼 |
| 24 | XOM | Exxon Mobil CORP | +0.1% | -9.92% | 減碼 |
| 25 | MUB | Ishares National Muni Bond E | +0.1% | +4.82% | 加碼 |
| 26 | DAR | Darling Ingredients Inc | +0.1% | -18.63% | 減碼 |
| 27 | ACN | Accenture plc | +0.1% | +61.00% | 加碼 |
| 28 | LHX | L3harris Technologies Inc | +0.1% | -12.33% | 減碼 |
| 29 | EME | Emcor Group Inc | +0.1% | -7.65% | 減碼 |
| 30 | WMT | Walmart Inc | +0.1% | +0.26% | 加碼 |
| 31 | JNK | Ss Spdr Bb High Yield Bond | +0.1% | +17.48% | 加碼 |
| 32 | VOO | Vanguard S&p 500 ETF | 0% | +2.36% | 加碼 |
| 33 | DT | Dynatrace Inc | 0% | +75.25% | 加碼 |
| 34 | CMCSA | Comcast Corp-class A | 0% | +77.16% | 加碼 |
| 35 | GLW | Corning Inc | 0% | -21.25% | 減碼 |
| 36 | FTNT | Fortinet Inc | 0% | +9.53% | 加碼 |
| 37 | VOE | Vanguard Mid-cap Value ETF | 0% | +17.35% | 加碼 |
| 38 | BNDX | Vanguard Total Intl Bond ETF | 0% | +17.20% | 加碼 |
| 39 | MBB | Ishares Mbs ETF | 0% | +13.28% | 加碼 |
| 40 | INTU | Intuit Inc | 0% | +82.83% | 加碼 |
| 41 | MCD | Mcdonald's CORP | 0% | +7.73% | 加碼 |
| 42 | ICE | Intercontinental Exchange In | 0% | +8.12% | 加碼 |
| 43 | AMAT | Applied Materials Inc | 0% | -25.79% | 減碼 |
| 44 | TJX | Tjx Companies Inc | 0% | -4.78% | 減碼 |
| 45 | COP | Conocophillips | 0% | +2.98% | 加碼 |
| 46 | CAT | Caterpillar Inc | 0% | -2.20% | 減碼 |
| 47 | VZ | Verizon Communications Inc | 0% | +15.37% | 加碼 |
| 48 | VRTX | Vertex Pharmaceuticals Inc | 0% | +15.84% | 加碼 |
| 49 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | 0% | +14.70% | 加碼 |
| 50 | WEC | Wec Energy Group Inc | 0% | +18.41% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，UNIVEST FINANCIAL Corp 在 Q1 2026 季度的美股持倉總市值約為 US$20.4億，共申報了 254 個公開持股部位。
在 Q1 2026 季度，UNIVEST FINANCIAL Corp 按市值排列的前三大核心持股分別為：VXUS (9.2%)、SPYM (7.8%)、AAPL (5.1%)。其中最大持股部位 VXUS 佔據整體投資組合約 9.2% 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
BR
市值: US$822.7萬
本季最大獲利了結 / 清倉標的
VEU
前期市值: US$77.4萬
在 Q1 2026 季度中，UNIVEST FINANCIAL Corp 共進行了 193 項持倉異動，包含新建倉 8 個部位、加碼 74 個部位、減碼 101 個部位以及清倉 10 個部位。 其中最大新建倉標的為 BR。 本季清倉部位包含 VEU。
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。