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: 0001548392
申報總市值
US$105.1億
US$105.1億
974 檔
21.9%
Utah Retirement Systems 在 Q1 2026 季度的美股部位總計估值為 US$105.1億，分散於 974 個持倉標的之中，反映其市場參與廣度與投資規模。
數據顯示 Utah Retirement Systems 於 Q1 2026 季度持續回收資金，對 163 個既有部位進行裁減並清倉 6 個標的，組合整體流動性比重有所上升。
從部位權重觀察，前 5 大標的（包含 NVDA, AAPL, MSFT）累計市值佔比達 21.9%，是驅動 Utah Retirement Systems 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 974 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 | 6.78% | -0.04% | -1.60% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 6.08% | -0.04% | -2.76% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.56% | -0.56% | -1.60% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.32% | +0.02% | -1.60% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.78% | +0.23% | -1.60% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 2.38% | +0.16% | -1.60% | |
| 7 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.26% | +0.17% | -1.60% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.08% | -0.29% | -1.60% | |
| 9 | TSLA | Tesla Inc | 股票-循環性消費 | 1.74% | +0.03% | -1.39% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.33% | -0.07% | -3.07% | |
| 11 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.22% | +0.16% | -1.60% | |
| 12 | XOM | Exxon Mobil CORP | 股票-能源 | 1.19% | -0.37% | -3.28% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.18% | -0.07% | -1.36% | |
| 14 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.98% | -0.10% | -1.60% | |
| 15 | WMT | Walmart Inc | 股票-非循環性消費 | 0.90% | -0.18% | -1.60% | |
| 16 | V | Visa Inc-class A Shares | 股票-金融 | 0.85% | -0.03% | -2.38% | |
| 17 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.73% | -0.14% | -1.60% | |
| 18 | NFLX | Netflix Inc | 股票-通訊服務 | 0.68% | -0.25% | -1.60% | |
| 19 | MA | Mastercard Inc - A | 股票-金融 | 0.67% | -0.07% | -2.36% | |
| 20 | CVX | Chevron CORP | 股票-能源 | 0.64% | -0.20% | -3.25% | |
| 21 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.64% | — | -1.60% | |
| 22 | MU | Micron Technology Inc | 股票-科技 | 0.63% | +1.25% | -1.60% | |
| 23 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.56% | -0.07% | -1.60% | |
| 24 | CAT | Caterpillar Inc | 股票-工業 | 0.55% | +0.15% | -1.60% | |
| 25 | AMD | Advanced Micro Devices | 股票-科技 | 0.54% | +0.82% | -1.60% | |
| 26 | HD | Home Depot Inc | 股票-循環性消費 | 0.54% | -0.03% | -1.60% | |
| 27 | BAC | Bank Of America CORP | 股票-金融 | 0.53% | +0.01% | -3.74% | |
| 28 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.53% | -0.16% | -1.60% | |
| 29 | CSCO | Cisco Systems Inc | 股票-科技 | 0.51% | +0.16% | -1.60% | |
| 30 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.50% | -0.04% | -2.94% | |
| 31 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.49% | -0.03% | -1.60% | |
| 32 | GE | General Electric | 股票-工業 | 0.49% | +0.07% | -2.32% | |
| 33 | AMAT | Applied Materials Inc | 股票-科技 | 0.45% | +0.38% | -2.67% | |
| 34 | LRCX | Lam Research CORP | 股票-科技 | 0.45% | +0.33% | -2.81% | |
| 35 | RTX | Rtx CORP | 股票-工業 | 0.43% | -0.06% | -1.60% | |
| 36 | PM | Philip Morris International | 股票-非循環性消費 | 0.43% | -0.02% | -1.60% | |
| 37 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.41% | +0.01% | -3.11% | |
| 38 | ORCL | Oracle CORP | 股票-科技 | 0.41% | -0.05% | -0.49% | |
| 39 | WFC | Wells Fargo & Co | 股票-金融 | 0.41% | -0.04% | -4.73% | |
| 40 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.41% | +0.13% | -1.60% | |
| 41 | GEV | GE Vernova Inc | 股票-工業 | 0.39% | +0.07% | -2.82% | |
| 42 | LIN | Linde plc | 股票-原物料 | 0.39% | -0.04% | -1.60% | |
| 43 | IBM | Intl Business Machines CORP | 股票-科技 | 0.37% | +0.01% | -1.60% | |
| 44 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.37% | -0.09% | -1.60% | |
| 45 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.35% | -0.08% | -1.66% | |
| 46 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.35% | -0.09% | -1.60% | |
| 47 | T | At&t Inc | 股票-通訊服務 | 0.33% | -0.13% | -2.59% | |
| 48 | C | Citigroup Inc | 股票-金融 | 0.33% | +0.01% | -5.74% | |
| 49 | INTC | Intel CORP | 股票-科技 | 0.32% | +0.56% | -0.78% | |
| 50 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.32% | -0.06% | -0.82% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +0.4% | -3.28% | 減碼 |
| 2 | JNJ | Johnson & Johnson | +0.2% | -1.60% | 減碼 |
| 3 | CVX | Chevron CORP | +0.2% | -3.25% | 減碼 |
| 4 | COST | Costco Wholesale CORP | +0.1% | -1.60% | 減碼 |
| 5 | WMT | Walmart Inc | +0.1% | -1.60% | 減碼 |
| 6 | SNDK | Sandisk CORP | +0.1% | +225.38% | 加碼 |
| 7 | AMAT | Applied Materials Inc | +0.1% | -2.67% | 減碼 |
| 8 | CAT | Caterpillar Inc | +0.1% | -1.60% | 減碼 |
| 9 | MU | Micron Technology Inc | +0.1% | -1.60% | 減碼 |
| 10 | GEV | GE Vernova Inc | +0.1% | -2.82% | 減碼 |
| 11 | LRCX | Lam Research CORP | +0.1% | -2.81% | 減碼 |
| 12 | COP | Conocophillips | +0.1% | -3.44% | 減碼 |
| 13 | GRNT | Granite Ridge Resources Inc | +0.1% | — | 不變 |
| 14 | VZ | Verizon Communications Inc | +0.1% | -1.60% | 減碼 |
| 15 | MRK | Merck & Co. Inc. | +0.1% | -2.94% | 減碼 |
| 16 | LIN | Linde plc | +0.1% | -1.60% | 減碼 |
| 17 | LITE | Lumentum Holdings Inc | +0.1% | +206.16% | 加碼 |
| 18 | GLW | Corning Inc | +0.1% | -1.56% | 減碼 |
| 19 | INTC | Intel CORP | +0.1% | -0.78% | 減碼 |
| 20 | KLAC | Kla CORP | +0.1% | -2.35% | 減碼 |
| 21 | VRT | Vertiv Holdings Co-a | +0.1% | -1.63% | 減碼 |
| 22 | COHR | Coherent CORP | +0.1% | +244.47% | 加碼 |
| 23 | WDC | Western Digital CORP | +0.1% | -2.58% | 減碼 |
| 24 | NEE | Nextera Energy Inc | +0.1% | -0.82% | 減碼 |
| 25 | T | At&t Inc | +0.1% | -2.59% | 減碼 |
| 26 | KO | Coca-cola Co/the | +0.1% | -1.60% | 減碼 |
| 27 | LMT | Lockheed Martin CORP | +0.1% | -2.46% | 減碼 |
| 28 | DE | Deere & Co | +0.1% | -1.63% | 減碼 |
| 29 | ADI | Analog Devices Inc | +0.1% | -3.05% | 減碼 |
| 30 | GILD | Gilead Sciences Inc | +0.1% | -1.62% | 減碼 |
| 31 | PFE | Pfizer Inc | +0.1% | -1.60% | 減碼 |
| 32 | VLO | Valero Energy CORP | 0% | -3.40% | 減碼 |
| 33 | MPC | Marathon Petroleum CORP | 0% | -3.39% | 減碼 |
| 34 | RKLB | Rocket Lab CORP | 0% | +265.21% | 加碼 |
| 35 | FTI | TechnipFMC plc | 0% | +206.37% | 加碼 |
| 36 | CIEN | Ciena CORP | 0% | -1.48% | 減碼 |
| 37 | EOG | Eog Resources Inc | 0% | -1.63% | 減碼 |
| 38 | PSX | Phillips 66 | 0% | -2.40% | 減碼 |
| 39 | EQIX | Equinix Inc | 0% | -1.53% | 減碼 |
| 40 | IWB | Ishares Russell 1000 ETF | 0% | +58.15% | 加碼 |
| 41 | SLB | Slb LTD | 0% | -1.53% | 減碼 |
| 42 | CNQ | Canadian Natural Resources | 0% | -3.48% | 減碼 |
| 43 | HON | Honeywell International Inc | 0% | -1.63% | 減碼 |
| 44 | STX | Seagate Technology Holdings plc | 0% | +0.29% | 加碼 |
| 45 | TXN | Texas Instruments Inc | 0% | -2.05% | 減碼 |
| 46 | PEP | Pepsico Inc | 0% | -1.66% | 減碼 |
| 47 | BMY | Bristol-myers Squibb Co | 0% | -1.63% | 減碼 |
| 48 | FTAI | FTAI Aviation Ltd. | 0% | +207.11% | 加碼 |
| 49 | PWR | Quanta Services Inc | 0% | -1.63% | 減碼 |
| 50 | LNG | Cheniere Energy Inc | 0% | -3.93% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Utah Retirement Systems 在 Q1 2026 季度的美股持倉總市值約為 US$105.1億，共申報了 974 個公開持股部位。
在 Q1 2026 季度，Utah Retirement Systems 按市值排列的前三大核心持股分別為：NVDA (6.8%)、AAPL (6.1%)、MSFT (4.6%)。其中最大持股部位 NVDA 佔據整體投資組合約 6.8% 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
RYTM
市值: US$366.8萬
本季最大獲利了結 / 清倉標的
DB
前期市值: US$773.5萬
在 Q1 2026 季度中，Utah Retirement Systems 共進行了 196 項持倉異動，包含新建倉 5 個部位、加碼 22 個部位、減碼 163 個部位以及清倉 6 個部位。 其中最大新建倉標的為 RYTM。 本季清倉部位包含 DB。
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。