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: 0001063571
申報總市值
US$50.2億
US$50.2億
308 檔
11.2%
Q1 2026 季度申報顯示，Vaughan David Investments Llc/il 揭露的美股組合總市值為 US$50.2億，涵蓋 308 個不同之權益投資部位。
Vaughan David Investments Llc/il 在 Q1 2026 進行了結構性的板塊輪動與部位換股。在開立 16 個全新部位及加碼 79 檔持股的同時，亦同步清倉 7 檔並減碼 78 檔標的。
整體而言，Vaughan David Investments Llc/il 的前 5 大持股（包含 , AVGO, LRCX）貢獻了組合市值的 11.2%，形成該機構在 Q1 2026 季度的基本面基石。
僅顯示前 200 大持股（共 308 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 | ✓ | 股票-其他 | 2.63% | — | -3.67% | ||
| 2 | AVGO | Broadcom Inc | 股票-科技 | 2.63% | +0.29% | — | |
| 3 | LRCX | Lam Research CORP | 股票-科技 | 2.40% | +1.90% | -7.90% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 2.19% | -0.10% | +0.16% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.06% | +0.09% | -0.53% | |
| 6 | DE | Deere & Co | 股票-工業 | 1.81% | +0.10% | -0.27% | |
| 7 | ETR | Entergy CORP | 股票-公用事業 | 1.67% | -0.08% | -1.19% | |
| 8 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.60% | -0.04% | -1.32% | |
| 9 | ✓ | 股票-其他 | 1.53% | — | -0.06% | ||
| 10 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.53% | +0.13% | — | |
| 11 | ✓ | 股票-其他 | 1.48% | — | -1.87% | ||
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.48% | +0.24% | — | |
| 13 | CSCO | Cisco Systems Inc | 股票-科技 | 1.48% | +0.60% | -0.23% | |
| 14 | COP | Conocophillips | 股票-能源 | 1.46% | -0.38% | -0.04% | |
| 15 | WMB | Williams Cos Inc | 股票-能源 | 1.45% | -0.05% | -1.12% | |
| 16 | AXP | American Express Co | 股票-金融 | 1.45% | +0.08% | -1.14% | |
| 17 | GS | Goldman Sachs Group Inc | 股票-金融 | 1.43% | +0.15% | -0.84% | |
| 18 | ✓ | 股票-其他 | 1.42% | — | -0.84% | ||
| 19 | XOM | Exxon Mobil CORP | 股票-能源 | 1.42% | -0.34% | — | |
| 20 | CVX | Chevron CORP | 股票-能源 | 1.42% | -0.34% | -0.60% | |
| 21 | ✓ | 股票-其他 | 1.38% | — | +0.70% | ||
| 22 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.38% | -0.15% | — | |
| 23 | ✓ | 股票-其他 | 1.34% | — | — | ||
| 24 | ETN | Eaton Corporation plc | 股票-工業 | 1.34% | +0.15% | +0.28% | |
| 25 | AEP | American Electric Power | 股票-公用事業 | 1.33% | -0.02% | +1.14% | |
| 26 | T | At&t Inc | 股票-通訊服務 | 1.28% | -0.41% | +1.94% | |
| 27 | NI | Nisource Inc | 股票-公用事業 | 1.27% | -0.04% | -0.16% | |
| 28 | RF | Regions Financial CORP | 股票-金融 | 1.24% | -0.86% | -0.40% | |
| 29 | ✓ | 股票-其他 | 1.23% | — | +0.52% | ||
| 30 | LNG | Cheniere Energy Inc | 股票-能源 | 1.23% | -0.24% | — | |
| 31 | ✓ | 股票-其他 | 1.22% | — | +2.20% | ||
| 32 | WEC | Wec Energy Group Inc | 股票-公用事業 | 1.22% | -0.05% | — | |
| 33 | XEL | Xcel Energy Inc | 股票-公用事業 | 1.21% | -0.06% | +1.46% | |
| 34 | SO | Southern Co/the | 股票-公用事業 | 1.19% | -0.07% | -0.71% | |
| 35 | LNT | Alliant Energy CORP | 股票-公用事業 | 1.18% | — | +1.30% | |
| 36 | HON | Honeywell International Inc | 股票-工業 | 1.18% | -1.18% | EXIT | |
| 37 | ✓ | 股票-其他 | 1.18% | — | +0.89% | ||
| 38 | DUK | Duke Energy CORP | 股票-公用事業 | 1.18% | -0.11% | — | |
| 39 | LMT | Lockheed Martin CORP | 股票-工業 | 1.16% | -0.22% | -1.40% | |
| 40 | ALL | Allstate CORP | 股票-金融 | 1.16% | +0.08% | +0.87% | |
| 41 | LECO | Lincoln Electric Holdings | 股票-工業 | 1.15% | +0.01% | -1.05% | |
| 42 | C | Citigroup Inc | 股票-金融 | 1.13% | +0.19% | +0.78% | |
| 43 | ✓ | 股票-其他 | 1.11% | — | +1.98% | ||
| 44 | BLK | Blackrock Inc | 股票-金融 | 1.11% | -0.07% | — | |
| 45 | DTE | Dte Energy Company | 股票-公用事業 | 1.10% | -0.01% | +0.34% | |
| 46 | PM | Philip Morris International | 股票-非循環性消費 | 1.10% | +0.03% | +0.58% | |
| 47 | ✓ | 股票-其他 | 1.09% | — | +1.98% | ||
| 48 | APO | Apollo Global Management Inc | 股票-金融 | 1.09% | — | — | |
| 49 | RGA | Reinsurance Group Of America | 股票-金融 | 1.08% | -0.01% | +1.92% | |
| 50 | ✓ | 股票-其他 | 1.08% | — | -0.06% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ADP | Automatic Data Processing | +0.6% | +901.22% | 加碼 |
| 2 | COP | Conocophillips | +0.4% | -0.04% | 減碼 |
| 3 | ✓ | +0.4% | -0.84% | 減碼 | |
| 4 | ✓ | +0.4% | +0.52% | 加碼 | |
| 5 | CVX | Chevron CORP | +0.3% | -0.60% | 減碼 |
| 6 | CNP | Centerpoint Energy Inc | +0.3% | +38.59% | 加碼 |
| 7 | DE | Deere & Co | +0.3% | -0.27% | 減碼 |
| 8 | LRCX | Lam Research CORP | +0.3% | -7.90% | 減碼 |
| 9 | EOG | Eog Resources Inc | +0.3% | +1.49% | 加碼 |
| 10 | ETR | Entergy CORP | +0.2% | -1.19% | 減碼 |
| 11 | SLB | Slb LTD | +0.2% | +0.30% | 加碼 |
| 12 | WMB | Williams Cos Inc | +0.2% | -1.12% | 減碼 |
| 13 | JNJ | Johnson & Johnson | +0.2% | -1.32% | 減碼 |
| 14 | LMT | Lockheed Martin CORP | +0.2% | -1.40% | 減碼 |
| 15 | ✓ | +0.2% | -0.06% | 減碼 | |
| 16 | T | At&t Inc | +0.2% | +1.94% | 加碼 |
| 17 | ✓ | +0.2% | +0.70% | 加碼 | |
| 18 | HON | Honeywell International Inc | +0.2% | +1.17% | 加碼 |
| 19 | AEP | American Electric Power | +0.1% | +1.14% | 加碼 |
| 20 | ✓ | +0.1% | +0.80% | 加碼 | |
| 21 | APD | Air Products & Chemicals Inc | +0.1% | +2.40% | 加碼 |
| 22 | ✓ | +0.1% | +33.81% | 加碼 | |
| 23 | DTE | Dte Energy Company | +0.1% | +0.34% | 加碼 |
| 24 | ✓ | +0.1% | +0.89% | 加碼 | |
| 25 | CAT | Caterpillar Inc | +0.1% | -6.85% | 減碼 |
| 26 | ✓ | +0.1% | +0.12% | 加碼 | |
| 27 | ✓ | +0.1% | +2.20% | 加碼 | |
| 28 | NI | Nisource Inc | +0.1% | -0.16% | 減碼 |
| 29 | GILD | Gilead Sciences Inc | +0.1% | +3.30% | 加碼 |
| 30 | LNT | Alliant Energy CORP | +0.1% | +1.30% | 加碼 |
| 31 | SO | Southern Co/the | +0.1% | -0.71% | 減碼 |
| 32 | XEL | Xcel Energy Inc | +0.1% | +1.46% | 加碼 |
| 33 | ✓ | +0.1% | -48.79% | 減碼 | |
| 34 | ✓ | +0.1% | +6.80% | 加碼 | |
| 35 | PEP | Pepsico Inc | +0.1% | +0.81% | 加碼 |
| 36 | MDLZ | Mondelez International Inc-a | +0.1% | +3.55% | 加碼 |
| 37 | KO | Coca-cola Co/the | +0.1% | -0.03% | 減碼 |
| 38 | PGR | Progressive CORP | +0.1% | +27.08% | 加碼 |
| 39 | SCHD | Schwab US Dvd Equity ETF | 0% | -2.54% | 減碼 |
| 40 | WM | Waste Management Inc | 0% | +2.07% | 加碼 |
| 41 | SCI | Service CORP International | 0% | +0.88% | 加碼 |
| 42 | PPG | Ppg Industries Inc | 0% | +2.89% | 加碼 |
| 43 | TXN | Texas Instruments Inc | 0% | -1.36% | 減碼 |
| 44 | ✓ | 0% | +25.43% | 加碼 | |
| 45 | ✓ | 0% | +20.33% | 加碼 | |
| 46 | PM | Philip Morris International | 0% | +0.58% | 加碼 |
| 47 | ✓ | 0% | +11.55% | 加碼 | |
| 48 | BP | Bp Plc-spons Adr | 0% | -0.15% | 減碼 |
| 49 | LLY | Eli Lilly & Co | 0% | +44.90% | 加碼 |
| 50 | ✓ | 0% | +6.23% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Vaughan David Investments Llc/il 在 Q1 2026 季度的美股持倉總市值約為 US$50.2億，共申報了 308 個公開持股部位。
在 Q1 2026 季度，Vaughan David Investments Llc/il 按市值排列的前三大核心持股分別為： (2.6%)、AVGO (2.6%)、LRCX (2.4%)。其中最大持股部位 佔據整體投資組合約 2.6% 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
市值: US$6341.4萬
本季最大獲利了結 / 清倉標的
ETN
前期市值: US$5631.4萬
在 Q1 2026 季度中，Vaughan David Investments Llc/il 共進行了 180 項持倉異動，包含新建倉 16 個部位、加碼 79 個部位、減碼 78 個部位以及清倉 7 個部位。 其中最大新建倉標的為 。 本季清倉部位包含 ETN。
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。