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: 0001169069
申報總市值
US$11.4億
US$11.4億
146 檔
14.4%
Q2 2026 季度申報顯示，Viking Fund Management LLC 揭露的美股組合總市值為 US$11.4億，涵蓋 146 個不同之權益投資部位。
觀察 Q2 2026 的申報異動，Viking Fund Management LLC 採取了強勁的買進策略，建倉與加碼動作（合計 41 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
整體而言，Viking Fund Management LLC 的前 5 大持股（包含 AVGO, GLW, CVX）貢獻了組合市值的 14.4%，形成該機構在 Q2 2026 季度的基本面基石。
| # | 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 | AVGO | Broadcom Inc | 股票-科技 | 3.70% | -0.07% | +0.46% | |
| 2 | GLW | Corning Inc | 股票-科技 | 2.97% | -1.22% | -29.73% | |
| 3 | CVX | Chevron CORP | 股票-能源 | 2.87% | +0.69% | +19.81% | |
| 4 | TRP | Tc Energy CORP | 股票-能源 | 2.67% | -0.65% | -15.09% | |
| 5 | ABBV | Abbvie Inc | 股票-醫療保健 | 2.48% | +0.04% | +22.22% | |
| 6 | WMB | Williams Cos Inc | 股票-能源 | 2.36% | +1.65% | +47.50% | |
| 7 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 2.29% | -0.25% | +18.77% | |
| 8 | NEE | Nextera Energy Inc | 股票-公用事業 | 2.26% | +0.11% | +0.81% | |
| 9 | HPE | Hewlett Packard Enterprise | 股票-科技 | 2.02% | -0.23% | -9.09% | |
| 10 | ETR | Entergy CORP | 股票-公用事業 | 2.00% | +0.15% | -5.37% | |
| 11 | XEL | Xcel Energy Inc | 股票-公用事業 | 1.87% | -0.02% | — | |
| 12 | MS | Morgan Stanley | 股票-金融 | 1.78% | -0.22% | — | |
| 13 | GPC | Genuine Parts Co | 股票-循環性消費 | 1.69% | +0.07% | +60.00% | |
| 14 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.69% | +0.31% | — | |
| 15 | KMB | Kimberly-clark CORP | 股票-非循環性消費 | 1.57% | +0.02% | +55.34% | |
| 16 | MKC | Mccormick & Co-non Vtg Shrs | 股票-非循環性消費 | 1.51% | -0.02% | +67.50% | |
| 17 | DELL | Dell Technologies -c | 股票-科技 | 1.51% | -0.62% | -9.30% | |
| 18 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.39% | +0.08% | — | |
| 19 | FITB | Fifth Third Bancorp | 股票-金融 | 1.36% | -0.16% | +35.00% | |
| 20 | BAC | Bank Of America CORP | 股票-金融 | 1.33% | -0.09% | +18.18% | |
| 21 | PRU | Prudential Financial Inc | 股票-金融 | 1.30% | +0.04% | +8.00% | |
| 22 | MO | Altria Group Inc | 股票-非循環性消費 | 1.30% | -0.09% | — | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.29% | -0.02% | — | |
| 24 | PSX | Phillips 66 | 股票-能源 | 1.29% | -0.82% | — | |
| 25 | BTI | British American Tob-sp Adr | 股票-非循環性消費 | 1.27% | +0.11% | +9.52% | |
| 26 | AFG | American Financial Group Inc | 股票-金融 | 1.27% | +0.20% | — | |
| 27 | IBM | Intl Business Machines CORP | 股票-科技 | 1.26% | -0.20% | +85.19% | |
| 28 | C | Citigroup Inc | 股票-金融 | 1.23% | -0.12% | — | |
| 29 | T | At&t Inc | 股票-通訊服務 | 1.21% | +0.24% | +13.91% | |
| 30 | SHEL | Shell Plc-adr | 股票-能源 | 1.19% | +0.24% | +7.50% | |
| 31 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.18% | -0.07% | — | |
| 32 | QCOM | Qualcomm Inc | 股票-科技 | 1.17% | -0.01% | -5.47% | |
| 33 | NVO | Novo-nordisk A/s-spons Adr | 股票-醫療保健 | 1.16% | -0.26% | — | |
| 34 | LNG | Cheniere Energy Inc | 股票-能源 | 1.16% | +0.11% | +20.00% | |
| 35 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 1.15% | +0.12% | — | |
| 36 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.05% | -0.03% | — | |
| 37 | TTE | TotalEnergies SE | 股票-其他 | 1.04% | +0.08% | +50.00% | |
| 38 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.98% | +0.04% | — | |
| 39 | DOCN | Digitalocean Holdings Inc | 股票-科技 | 0.96% | -0.33% | -9.33% | |
| 40 | AMD | Advanced Micro Devices | 股票-科技 | 0.88% | -0.24% | — | |
| 41 | HD | Home Depot Inc | 股票-循環性消費 | 0.88% | -0.13% | — | |
| 42 | FANG | Diamondback Energy Inc | 股票-能源 | 0.87% | -0.23% | — | |
| 43 | TXN | Texas Instruments Inc | 股票-科技 | 0.85% | +0.01% | — | |
| 44 | KLAC | Kla CORP | 股票-科技 | 0.81% | -0.38% | +900.00% | |
| 45 | EMN | Eastman Chemical Co | 股票-原物料 | 0.78% | -0.04% | — | |
| 46 | LRCX | Lam Research CORP | 股票-科技 | 0.78% | -0.32% | — | |
| 47 | EVRG | Evergy Inc | 股票-公用事業 | 0.77% | -0.08% | — | |
| 48 | TRGP | Targa Resources CORP | 股票-能源 | 0.77% | -0.01% | -36.00% | |
| 49 | EXE | Expand Energy CORP | 股票-能源 | 0.76% | -0.24% | +5.68% | |
| 50 | ALL | Allstate CORP | 股票-金融 | 0.75% | -0.07% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | DELL | Dell Technologies -c | +0.8% | -9.30% | 減碼 |
| 2 | EMN | Eastman Chemical Co | +0.8% | NEW | 新建倉 |
| 3 | HPE | Hewlett Packard Enterprise | +0.7% | -9.09% | 減碼 |
| 4 | GPC | Genuine Parts Co | +0.6% | +60.00% | 加碼 |
| 5 | ✓ | +0.6% | NEW | 新建倉 | |
| 6 | IBM | Intl Business Machines CORP | +0.6% | +85.19% | 加碼 |
| 7 | WMB | Williams Cos Inc | +0.6% | +47.50% | 加碼 |
| 8 | DVN | Devon Energy CORP | +0.6% | NEW | 新建倉 |
| 9 | KMB | Kimberly-clark CORP | +0.6% | +55.34% | 加碼 |
| 10 | AMD | Advanced Micro Devices | +0.5% | — | 不變 |
| 11 | MKC | Mccormick & Co-non Vtg Shrs | +0.5% | +67.50% | 加碼 |
| 12 | ABBV | Abbvie Inc | +0.5% | +22.22% | 加碼 |
| 13 | FITB | Fifth Third Bancorp | +0.4% | +35.00% | 加碼 |
| 14 | GLW | Corning Inc | +0.4% | -29.73% | 減碼 |
| 15 | KLAC | Kla CORP | +0.4% | +900.00% | 加碼 |
| 16 | LRCX | Lam Research CORP | +0.3% | — | 不變 |
| 17 | DOCN | Digitalocean Holdings Inc | +0.3% | -9.33% | 減碼 |
| 18 | AVGO | Broadcom Inc | +0.2% | +0.46% | 加碼 |
| 19 | BAC | Bank Of America CORP | +0.2% | +18.18% | 加碼 |
| 20 | FLEX | Flex Ltd. | +0.2% | NEW | 新建倉 |
| 21 | TXN | Texas Instruments Inc | +0.2% | — | 不變 |
| 22 | TK | Teekay Corporation Ltd. | +0.2% | NEW | 新建倉 |
| 23 | AD | Array Digital Infrastructure | +0.2% | NEW | 新建倉 |
| 24 | VST | Vistra CORP | +0.2% | +75.00% | 加碼 |
| 25 | MS | Morgan Stanley | +0.2% | — | 不變 |
| 26 | QCOM | Qualcomm Inc | +0.2% | -5.47% | 減碼 |
| 27 | PANW | Palo Alto Networks Inc | +0.2% | — | 不變 |
| 28 | CEG | Constellation Energy | +0.2% | NEW | 新建倉 |
| 29 | GPOR | Gulfport Energy CORP | +0.2% | NEW | 新建倉 |
| 30 | LLY | Eli Lilly & Co | +0.1% | — | 不變 |
| 31 | NVO | Novo-nordisk A/s-spons Adr | +0.1% | — | 不變 |
| 32 | NRG | Nrg Energy Inc | +0.1% | +51.92% | 加碼 |
| 33 | TTE | TotalEnergies SE | +0.1% | +50.00% | 加碼 |
| 34 | C | Citigroup Inc | +0.1% | — | 不變 |
| 35 | CAT | Caterpillar Inc | +0.1% | — | 不變 |
| 36 | ✓ | +0.1% | NEW | 新建倉 | |
| 37 | PRU | Prudential Financial Inc | +0.1% | +8.00% | 加碼 |
| 38 | GOOGL | Alphabet Inc-cl A | +0.1% | — | 不變 |
| 39 | UNH | Unitedhealth Group Inc | +0.1% | — | 不變 |
| 40 | ✓ | +0.1% | NEW | 新建倉 | |
| 41 | UNM | Unum Group | 0% | — | 不變 |
| 42 | CSCO | Cisco Systems Inc | 0% | — | 不變 |
| 43 | GEV | GE Vernova Inc | 0% | — | 不變 |
| 44 | ING | Ing Groep N.v.-sponsored Adr | 0% | NEW | 新建倉 |
| 45 | BBY | Best Buy Co Inc | 0% | — | 不變 |
| 46 | NET | Cloudflare Inc - Class A | 0% | — | 不變 |
| 47 | BMI | Badger Meter Inc | 0% | +25.00% | 加碼 |
| 48 | GNRC | Generac Holdings Inc | 0% | — | 不變 |
| 49 | BTI | British American Tob-sp Adr | 0% | +9.52% | 加碼 |
| 50 | ALL | Allstate CORP | 0% | — | 不變 |
根據 SEC 官方 Form 13F 申報備案，Viking Fund Management LLC 在 Q2 2026 季度的美股持倉總市值約為 US$11.4億，共申報了 146 個公開持股部位。
在 Q2 2026 季度，Viking Fund Management LLC 按市值排列的前三大核心持股分別為：AVGO (3.7%)、GLW (3.0%)、CVX (2.9%)。其中最大持股部位 AVGO 佔據整體投資組合約 3.7% 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
EMN
市值: US$870.7萬
本季最大獲利了結 / 清倉標的
XOM
前期市值: US$848.3萬
在 Q2 2026 季度中，Viking Fund Management LLC 共進行了 69 項持倉異動，包含新建倉 12 個部位、加碼 29 個部位、減碼 20 個部位以及清倉 8 個部位。 其中最大新建倉標的為 EMN。 本季清倉部位包含 XOM。
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。