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: 0001925251
申報總市值
US$4.2億
US$4.2億
48 檔
23.9%
Walter Public Investments Inc. 在 Q1 2026 季度的美股部位總計估值為 US$4.2億，分散於 48 個持倉標的之中，反映其市場參與廣度與投資規模。
從 Q1 2026 申報觀察，Walter Public Investments Inc. 採取防禦導向的調倉策略，本季減碼 29 檔個股並出清 7 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 TSM, GOOG, AAPL）累計市值佔比達 23.9%，是驅動 Walter Public Investments Inc. 該季度整體投資組合績效表現的核心支柱。
| # | 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 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 5.94% | -0.22% | -21.82% | |
| 2 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 5.15% | +0.63% | -35.91% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.27% | +0.02% | -0.51% | |
| 4 | BJ | Bj's Wholesale Club Holdings | 股票-非循環性消費 | 4.25% | -2.48% | -29.37% | |
| 5 | ASML | ASML Holding N.V. | 股票-科技 | 4.10% | +1.32% | -39.08% | |
| 6 | TT | Trane Technologies plc | 股票-工業 | 4.08% | +0.17% | -21.00% | |
| 7 | MCK | Mckesson CORP | 股票-醫療保健 | 3.60% | -1.50% | +118.16% | |
| 8 | TDY | Teledyne Technologies Inc | 股票-科技 | 3.50% | -0.56% | -35.53% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.46% | +0.13% | -6.72% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 3.33% | -0.53% | -45.64% | |
| 11 | SU | Suncor Energy Inc | 股票-能源 | 3.24% | -2.85% | — | |
| 12 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.20% | +0.05% | +15.35% | |
| 13 | ICE | Intercontinental Exchange In | 股票-金融 | 3.05% | -2.54% | -35.11% | |
| 14 | MRSH | Marsh & Mclennan Cos | 股票-金融 | 2.85% | -1.35% | -35.78% | |
| 15 | MA | Mastercard Inc - A | 股票-金融 | 2.74% | -0.90% | -48.37% | |
| 16 | HUBB | Hubbell Inc | 股票-工業 | 2.48% | -0.11% | -21.28% | |
| 17 | DIS | Walt Disney Co/the | 股票-通訊服務 | 2.46% | -0.67% | — | |
| 18 | AZO | Autozone Inc | 股票-循環性消費 | 2.32% | -0.38% | -49.79% | |
| 19 | MCO | Moody's CORP | 股票-金融 | 2.27% | -0.98% | -52.35% | |
| 20 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.24% | -0.05% | -6.74% | |
| 21 | CDNS | Cadence Design Sys Inc | 股票-科技 | 2.24% | -0.72% | -36.83% | |
| 22 | TTE | TotalEnergies SE | 股票-其他 | 2.23% | -1.79% | — | |
| 23 | IQV | Iqvia Holdings Inc | 股票-醫療保健 | 2.19% | -1.56% | -18.46% | |
| 24 | CP | Canadian Pacific Kansas City | 股票-工業 | 2.14% | +0.32% | -20.69% | |
| 25 | TD | Toronto-dominion Bank | 股票-金融 | 2.09% | +0.33% | +941.81% | |
| 26 | ALC | Alcon Inc. | 股票-醫療保健 | 1.89% | -1.24% | -21.52% | |
| 27 | TXN | Texas Instruments Inc | 股票-科技 | 1.70% | +0.09% | +2260.26% | |
| 28 | KLAC | Kla CORP | 股票-科技 | 1.69% | -0.62% | -30.64% | |
| 29 | ICFI | Icf International Inc | 股票-其他 | 1.65% | -1.65% | EXIT | |
| 30 | CME | Cme Group Inc | 股票-金融 | 1.61% | -0.35% | +746.67% | |
| 31 | CLBT | Cellebrite DI Ltd. | 股票-其他 | 1.49% | -0.53% | -11.53% | |
| 32 | TDG | Transdigm Group Inc | 股票-工業 | 1.45% | +0.01% | +109.80% | |
| 33 | VLTO | Veralto CORP | 股票-工業 | 1.43% | -0.15% | -50.78% | |
| 34 | CHD | Church & Dwight Co Inc | 股票-非循環性消費 | 1.37% | +0.80% | — | |
| 35 | VZ | Verizon Communications Inc | 股票-通訊服務 | 1.33% | -0.77% | — | |
| 36 | ZTS | Zoetis Inc | 股票-醫療保健 | 1.16% | -1.16% | EXIT | |
| 37 | PLNT | Planet Fitness Inc - Cl A | 股票-循環性消費 | 1.03% | -1.03% | EXIT | |
| 38 | EXPE | Expedia Group Inc | 股票-循環性消費 | 0.74% | -0.74% | EXIT | |
| 39 | IDXX | Idexx Laboratories Inc | 股票-醫療保健 | 0.69% | +0.09% | -48.65% | |
| 40 | DT | Dynatrace Inc | 股票-科技 | 0.42% | +0.82% | -78.51% | |
| 41 | BEP | Brookfield Renewable Partners L.P. | 股票-其他 | 0.18% | +0.01% | +9.52% | |
| 42 | WELL | Welltower Inc | 股票-房地產 | 0.14% | +1.27% | — | |
| 43 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.12% | +3.97% | — | |
| 44 | TU | Telus CORP | 股票-其他 | 0.11% | -0.02% | +2.41% | |
| 45 | BSY | Bentley Systems Inc-class B | 股票-科技 | 0.10% | -0.10% | EXIT | |
| 46 | DUK | Duke Energy CORP | 股票-公用事業 | 0.09% | — | — | |
| 47 | HD | Home Depot Inc | 股票-循環性消費 | 0.08% | — | — | |
| 48 | FNV | Franco-nevada CORP | 股票-原物料 | 0.07% | -0.01% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MCK | Mckesson CORP | +2.4% | +118.16% | 加碼 |
| 2 | TD | Toronto-dominion Bank | +1.9% | +941.81% | 加碼 |
| 3 | TXN | Texas Instruments Inc | +1.7% | +2260.26% | 加碼 |
| 4 | CME | Cme Group Inc | +1.5% | +746.67% | 加碼 |
| 5 | AMZN | Amazon.com Inc | +0.9% | +15.35% | 加碼 |
| 6 | TSM | Taiwan Semiconductor-sp Adr | +0.9% | -21.82% | 減碼 |
| 7 | AAPL | Apple Inc | +0.9% | -0.51% | 減碼 |
| 8 | TDG | Transdigm Group Inc | +0.9% | +109.80% | 加碼 |
| 9 | TT | Trane Technologies plc | +0.5% | -21.00% | 減碼 |
| 10 | JPM | Jpmorgan Chase & Co | +0.5% | -6.72% | 減碼 |
| 11 | HUBB | Hubbell Inc | +0.4% | -21.28% | 減碼 |
| 12 | CP | Canadian Pacific Kansas City | +0.3% | -20.69% | 減碼 |
| 13 | KLAC | Kla CORP | +0.2% | -30.64% | 減碼 |
| 14 | META | Meta Platforms Inc-class A | +0.2% | -6.74% | 減碼 |
| 15 | BJ | Bj's Wholesale Club Holdings | +0.2% | -29.37% | 減碼 |
| 16 | TDY | Teledyne Technologies Inc | +0.1% | -35.53% | 減碼 |
| 17 | BEP | Brookfield Renewable Partners L.P. | +0.1% | +9.52% | 加碼 |
| 18 | ASML | ASML Holding N.V. | +0.1% | -39.08% | 減碼 |
| 19 | JNJ | Johnson & Johnson | 0% | — | 不變 |
| 20 | WELL | Welltower Inc | 0% | — | 不變 |
| 21 | DUK | Duke Energy CORP | 0% | — | 不變 |
| 22 | TU | Telus CORP | 0% | +2.41% | 加碼 |
| 23 | ALC | Alcon Inc. | 0% | -21.52% | 減碼 |
| 24 | BSY | Bentley Systems Inc-class B | 0% | — | 不變 |
| 25 | HD | Home Depot Inc | 0% | — | 不變 |
| 26 | ZTS | Zoetis Inc | — | -21.05% | 減碼 |
| 27 | CLBT | Cellebrite DI Ltd. | -0.1% | -11.53% | 減碼 |
| 28 | EXPE | Expedia Group Inc | -0.2% | -29.60% | 減碼 |
| 29 | IQV | Iqvia Holdings Inc | -0.4% | -18.46% | 減碼 |
| 30 | IDXX | Idexx Laboratories Inc | -0.5% | -48.65% | 減碼 |
| 31 | ICE | Intercontinental Exchange In | -0.5% | -35.11% | 減碼 |
| 32 | MRSH | Marsh & Mclennan Cos | -0.7% | -35.78% | 減碼 |
| 33 | CDNS | Cadence Design Sys Inc | -0.7% | -36.83% | 減碼 |
| 34 | ICFI | Icf International Inc | -0.8% | -34.01% | 減碼 |
| 35 | PLNT | Planet Fitness Inc - Cl A | -0.8% | -38.12% | 減碼 |
| 36 | VLTO | Veralto CORP | -1% | -50.78% | 減碼 |
| 37 | AZO | Autozone Inc | -1.1% | -49.79% | 減碼 |
| 38 | DT | Dynatrace Inc | -1.3% | -78.51% | 減碼 |
| 39 | GOOG | Alphabet Inc-cl C | -1.4% | -35.91% | 減碼 |
| 40 | MA | Mastercard Inc - A | -1.7% | -48.37% | 減碼 |
| 41 | MCO | Moody's CORP | -1.9% | -52.35% | 減碼 |
| 42 | MSFT | Microsoft CORP | -2.6% | -45.64% | 減碼 |
| 43 | BR | Broadridge Financial Solutio | — | EXIT | 清倉 |
| 44 | SU | Suncor Energy Inc | — | NEW | 新建倉 |
| 45 | GIB | Cgi Inc | — | EXIT | 清倉 |
| 46 | DIS | Walt Disney Co/the | — | NEW | 新建倉 |
| 47 | EA | Electronic Arts Inc | — | EXIT | 清倉 |
| 48 | TTE | TotalEnergies SE | — | NEW | 新建倉 |
| 49 | NOW | Servicenow Inc | — | EXIT | 清倉 |
| 50 | SYY | Sysco CORP | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，Walter Public Investments Inc. 在 Q1 2026 季度的美股持倉總市值約為 US$4.2億，共申報了 48 個公開持股部位。
在 Q1 2026 季度，Walter Public Investments Inc. 按市值排列的前三大核心持股分別為：TSM (5.9%)、GOOG (5.2%)、AAPL (4.3%)。其中最大持股部位 TSM 佔據整體投資組合約 5.9% 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
SU
市值: US$1355.9萬
本季最大獲利了結 / 清倉標的
BR
前期市值: US$1463.3萬
在 Q1 2026 季度中，Walter Public Investments Inc. 共進行了 50 項持倉異動，包含新建倉 6 個部位、加碼 8 個部位、減碼 29 個部位以及清倉 7 個部位。 其中最大新建倉標的為 SU。 本季清倉部位包含 BR。
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。