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: 0001021642
申報總市值
US$113.1億
US$113.1億
222 檔
10.5%
截至 Q1 2026 季度末，Vaughan Nelson Investment Management, L.p. 的美股持倉估值約為 US$113.1億，全數申報部位共有 222 檔。
Vaughan Nelson Investment Management, L.p. 在 Q1 2026 進行了結構性的板塊輪動與部位換股。在開立 40 個全新部位及加碼 70 檔持股的同時，亦同步清倉 29 檔並減碼 59 檔標的。
整體而言，Vaughan Nelson Investment Management, L.p. 的前 5 大持股（包含 NVDA, GOOGL, LLY）貢獻了組合市值的 10.5%，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 222 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 | 3.07% | -0.09% | +11.60% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.40% | +0.12% | -14.29% | |
| 3 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.32% | +0.21% | +9.08% | |
| 4 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 2.11% | -0.39% | +0.23% | |
| 5 | LECO | Lincoln Electric Holdings | 股票-工業 | 2.00% | -2.00% | EXIT | |
| 6 | AAPL | Apple Inc | 股票-科技 | 1.92% | -0.07% | +26.64% | |
| 7 | XOM | Exxon Mobil CORP | 股票-能源 | 1.82% | -0.65% | +68.00% | |
| 8 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.73% | +0.31% | -29.16% | |
| 9 | MPWR | Monolithic Power Systems Inc | 股票-科技 | 1.53% | +0.24% | -45.91% | |
| 10 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.51% | -0.04% | -37.17% | |
| 11 | CMI | Cummins Inc | 股票-工業 | 1.45% | +0.18% | +9111.77% | |
| 12 | NUE | Nucor CORP | 股票-原物料 | 1.45% | +0.02% | +9.21% | |
| 13 | ETN | Eaton Corporation plc | 股票-工業 | 1.31% | +0.14% | -1.21% | |
| 14 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.30% | -0.21% | — | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.23% | -0.06% | -22.65% | |
| 16 | ESI | Element Solutions Inc | 股票-原物料 | 1.22% | -0.49% | -17.20% | |
| 17 | SHOP | Shopify Inc - Class A | 股票-科技 | 1.20% | -0.36% | — | |
| 18 | HON | Honeywell International Inc | 股票-工業 | 1.15% | -1.15% | EXIT | |
| 19 | ROST | Ross Stores Inc | 股票-循環性消費 | 1.14% | -0.14% | — | |
| 20 | V | Visa Inc-class A Shares | 股票-金融 | 1.13% | -0.06% | — | |
| 21 | BURL | Burlington Stores Inc | 股票-循環性消費 | 1.12% | -0.36% | +44.74% | |
| 22 | CWK | Cushman & Wakefield Limited | 股票-其他 | 1.11% | -0.01% | -1.97% | |
| 23 | CLH | Clean Harbors Inc | 股票-工業 | 1.11% | -0.21% | +4.22% | |
| 24 | WCC | Wesco International Inc | 股票-工業 | 1.11% | -0.88% | +8.36% | |
| 25 | ILMN | Illumina Inc | 股票-醫療保健 | 1.07% | -0.08% | — | |
| 26 | GATX | Gatx CORP | 股票-工業 | 1.02% | -0.01% | +23.05% | |
| 27 | VMI | Valmont Industries | 股票-工業 | 1.01% | +0.25% | +3.75% | |
| 28 | SANM | Sanmina CORP | 股票-科技 | 0.99% | +0.23% | +57.55% | |
| 29 | SNPS | Synopsys Inc | 股票-科技 | 0.98% | -0.06% | +36.99% | |
| 30 | VVV | Valvoline Inc | 股票-循環性消費 | 0.97% | -0.15% | +6.74% | |
| 31 | CSL | Carlisle Cos Inc | 股票-工業 | 0.97% | +0.11% | +20.69% | |
| 32 | URI | United Rentals Inc | 股票-工業 | 0.96% | +0.29% | -32.73% | |
| 33 | APAM | Artisan Partners Asset Ma -a | 股票-金融 | 0.95% | -0.20% | +12.58% | |
| 34 | HUBB | Hubbell Inc | 股票-工業 | 0.92% | -0.05% | +2.31% | |
| 35 | FCFS | Firstcash Holdings Inc | 股票-金融 | 0.90% | -0.28% | +9.33% | |
| 36 | AROC | Archrock Inc | 股票-能源 | 0.87% | -0.50% | +6.48% | |
| 37 | COKE | Coca-cola Consolidated Inc | 股票-非循環性消費 | 0.85% | +0.09% | -22.74% | |
| 38 | JBTM | Jbt Marel CORP | 股票-工業 | 0.85% | +0.06% | +34.28% | |
| 39 | VMC | Vulcan Materials Co | 股票-原物料 | 0.84% | -0.04% | +21.12% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.84% | -0.11% | -29.96% | |
| 41 | BA | Boeing Co/the | 股票-工業 | 0.82% | -0.09% | +58.80% | |
| 42 | FTI | TechnipFMC plc | 股票-能源 | 0.80% | -0.32% | -6.86% | |
| 43 | CMS | Cms Energy CORP | 股票-公用事業 | 0.80% | -0.10% | +28.63% | |
| 44 | EVRG | Evergy Inc | 股票-公用事業 | 0.80% | -0.06% | +25.95% | |
| 45 | WEC | Wec Energy Group Inc | 股票-公用事業 | 0.79% | -0.09% | +28.27% | |
| 46 | ICE | Intercontinental Exchange In | 股票-金融 | 0.79% | -0.79% | EXIT | |
| 47 | LNT | Alliant Energy CORP | 股票-公用事業 | 0.79% | -0.05% | +25.69% | |
| 48 | SXT | Sensient Technologies CORP | 股票-原物料 | 0.78% | +0.32% | — | |
| 49 | MLI | Mueller Industries Inc | 股票-工業 | 0.78% | -0.21% | +18.63% | |
| 50 | SR | Spire Inc | 股票-公用事業 | 0.77% | -0.04% | -10.78% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CMI | Cummins Inc | +1.4% | +9111.77% | 加碼 |
| 2 | XOM | Exxon Mobil CORP | +1.1% | +68.00% | 加碼 |
| 3 | LECO | Lincoln Electric Holdings | +0.9% | +72.14% | 加碼 |
| 4 | BURL | Burlington Stores Inc | +0.5% | +44.74% | 加碼 |
| 5 | AAPL | Apple Inc | +0.3% | +26.64% | 加碼 |
| 6 | FCN | Fti Consulting Inc | +0.3% | +68.63% | 加碼 |
| 7 | NE | Noble Corporation plc | +0.3% | +8.85% | 加碼 |
| 8 | SANM | Sanmina CORP | +0.3% | +57.55% | 加碼 |
| 9 | AZO | Autozone Inc | +0.3% | +42389.47% | 加碼 |
| 10 | AROC | Archrock Inc | +0.3% | +6.48% | 加碼 |
| 11 | BA | Boeing Co/the | +0.3% | +58.80% | 加碼 |
| 12 | FTI | TechnipFMC plc | +0.3% | -6.86% | 減碼 |
| 13 | CLH | Clean Harbors Inc | +0.3% | +4.22% | 加碼 |
| 14 | CMS | Cms Energy CORP | +0.3% | +28.63% | 加碼 |
| 15 | EVRG | Evergy Inc | +0.3% | +25.95% | 加碼 |
| 16 | AMAT | Applied Materials Inc | +0.3% | +15.96% | 加碼 |
| 17 | WEC | Wec Energy Group Inc | +0.2% | +28.27% | 加碼 |
| 18 | LNT | Alliant Energy CORP | +0.2% | +25.69% | 加碼 |
| 19 | FCFS | Firstcash Holdings Inc | +0.2% | +9.33% | 加碼 |
| 20 | CSL | Carlisle Cos Inc | +0.2% | +20.69% | 加碼 |
| 21 | GATX | Gatx CORP | +0.2% | +23.05% | 加碼 |
| 22 | WCC | Wesco International Inc | +0.2% | +8.36% | 加碼 |
| 23 | SNDK | Sandisk CORP | +0.2% | -15.15% | 減碼 |
| 24 | ALG | Alamo Group Inc | +0.2% | +53.45% | 加碼 |
| 25 | NUE | Nucor CORP | +0.2% | +9.21% | 加碼 |
| 26 | NVDA | Nvidia CORP | +0.2% | +11.60% | 加碼 |
| 27 | IFF | Intl Flavors & Fragrances | +0.2% | +38.58% | 加碼 |
| 28 | VVV | Valvoline Inc | +0.2% | +6.74% | 加碼 |
| 29 | MTDR | Matador Resources Co | +0.2% | -7.51% | 減碼 |
| 30 | ESI | Element Solutions Inc | +0.2% | -17.20% | 減碼 |
| 31 | SNPS | Synopsys Inc | +0.2% | +36.99% | 加碼 |
| 32 | ETN | Eaton Corporation plc | +0.2% | -1.21% | 減碼 |
| 33 | CR | Crane Co | +0.2% | +61.82% | 加碼 |
| 34 | WRBY | Warby Parker Inc-class A | +0.2% | +31.34% | 加碼 |
| 35 | CW | Curtiss-wright CORP | +0.2% | +2.23% | 加碼 |
| 36 | IWN | Ishares Russell 2000 Value E | +0.2% | +0.23% | 加碼 |
| 37 | ATI | Ati Inc | +0.1% | +1.28% | 加碼 |
| 38 | RCL | Royal Caribbean Cruises Ltd. | +0.1% | +113.10% | 加碼 |
| 39 | VMC | Vulcan Materials Co | +0.1% | +21.12% | 加碼 |
| 40 | HUBB | Hubbell Inc | +0.1% | +2.31% | 加碼 |
| 41 | JBTM | Jbt Marel CORP | +0.1% | +34.28% | 加碼 |
| 42 | PR | Permian Resources Corp-cl A | +0.1% | -21.95% | 減碼 |
| 43 | MLI | Mueller Industries Inc | +0.1% | +18.63% | 加碼 |
| 44 | BBWI | Bath & Body Works Inc | +0.1% | +33.76% | 加碼 |
| 45 | AMRZ | Amrize Ltd | +0.1% | +8.36% | 加碼 |
| 46 | CCL1EUR | Carnival CORP LTD | +0.1% | +95.93% | 加碼 |
| 47 | SN | SharkNinja, Inc. | +0.1% | +29.28% | 加碼 |
| 48 | MRVL | Marvell Technology Inc | +0.1% | +2.28% | 加碼 |
| 49 | XPO | Xpo Inc | +0.1% | -9.49% | 減碼 |
| 50 | FLS | Flowserve CORP | +0.1% | +7.45% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Vaughan Nelson Investment Management, L.p. 在 Q1 2026 季度的美股持倉總市值約為 US$113.1億，共申報了 222 個公開持股部位。
在 Q1 2026 季度，Vaughan Nelson Investment Management, L.p. 按市值排列的前三大核心持股分別為：NVDA (3.1%)、GOOGL (2.4%)、LLY (2.3%)。其中最大持股部位 NVDA 佔據整體投資組合約 3.1% 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
SCHW
市值: US$1.3億
本季最大獲利了結 / 清倉標的
ORLY
前期市值: US$1.2億
在 Q1 2026 季度中，Vaughan Nelson Investment Management, L.p. 共進行了 198 項持倉異動，包含新建倉 40 個部位、加碼 70 個部位、減碼 59 個部位以及清倉 29 個部位。 其中最大新建倉標的為 SCHW。 本季清倉部位包含 ORLY。
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。