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: 0001841015
申報總市值
US$2.8億
US$2.8億
73 檔
17.1%
在 Q1 2026 的 13F 官方備案中，Wd Rutherford LLC 管理的美股投資組合規模來到 US$2.8億，整體持股檔數為 73 檔。
在 Q1 2026 期間，Wd Rutherford LLC 展現了靈活的資產再平衡步調，透過出清 12 檔弱勢或達到目標價部位，將資金轉置於 10 檔新建倉標的之中。
在資產配置集中度方面，Wd Rutherford LLC 的前 5 大核心持股（包含 NVDA, GOOGL, AAPL 等）合計佔整體申報市值的 17.1%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | 8.56% | -0.78% | -1.39% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.82% | +0.20% | -1.22% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 3.26% | -0.31% | -1.84% | |
| 4 | ANET | Arista Networks Inc | 股票-科技 | 2.73% | +0.23% | -8.61% | |
| 5 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.67% | -0.29% | -5.93% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.64% | -0.15% | -3.90% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 2.57% | -0.51% | -5.64% | |
| 8 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 2.53% | +1.19% | +1.87% | |
| 9 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.53% | -0.61% | -3.34% | |
| 10 | AMD | Advanced Micro Devices | 股票-科技 | 2.47% | +1.60% | -1.24% | |
| 11 | GE | General Electric | 股票-工業 | 2.39% | +0.12% | -7.51% | |
| 12 | CASY | Casey's General Stores Inc | 股票-循環性消費 | 2.36% | -0.43% | -9.52% | |
| 13 | HON | Honeywell International Inc | 股票-工業 | 2.26% | -1.31% | +1.88% | |
| 14 | GEV | GE Vernova Inc | 股票-工業 | 2.22% | +0.19% | -4.71% | |
| 15 | CVX | Chevron CORP | 股票-能源 | 2.22% | -0.79% | -7.04% | |
| 16 | ✓ | 股票-其他 | 2.19% | — | — | ||
| 17 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.19% | -0.45% | +0.27% | |
| 18 | CMI | Cummins Inc | 股票-工業 | 2.17% | +0.07% | -7.47% | |
| 19 | TJX | Tjx Companies Inc | 股票-循環性消費 | 2.12% | -0.38% | +2.47% | |
| 20 | NFLX | Netflix Inc | 股票-通訊服務 | 2.04% | -0.78% | +4.80% | |
| 21 | GS | Goldman Sachs Group Inc | 股票-金融 | 2.03% | -0.05% | +6.68% | |
| 22 | V | Visa Inc-class A Shares | 股票-金融 | 2.01% | -0.18% | -2.72% | |
| 23 | MA | Mastercard Inc - A | 股票-金融 | 1.92% | -0.33% | -1.11% | |
| 24 | PANW | Palo Alto Networks Inc | 股票-科技 | 1.88% | +1.25% | -0.53% | |
| 25 | HD | Home Depot Inc | 股票-循環性消費 | 1.84% | -0.25% | +0.02% | |
| 26 | MCK | Mckesson CORP | 股票-醫療保健 | 1.84% | -0.44% | -13.28% | |
| 27 | VRT | Vertiv Holdings Co-a | 股票-工業 | 1.69% | +0.07% | +0.92% | |
| 28 | WMT | Walmart Inc | 股票-非循環性消費 | 1.69% | -0.25% | +9.90% | |
| 29 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.68% | +0.28% | +54.50% | |
| 30 | CAT | Caterpillar Inc | 股票-工業 | 1.65% | +0.32% | -11.48% | |
| 31 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 1.62% | -1.29% | -1.91% | |
| 32 | SYK | Stryker CORP | 股票-醫療保健 | 1.58% | -0.45% | +1.22% | |
| 33 | SNOW | Snowflake Inc | 股票-科技 | 1.45% | +0.37% | +16.51% | |
| 34 | HOOD | Robinhood Markets Inc - A | 股票-金融 | 1.42% | +0.22% | +13.66% | |
| 35 | NEE | Nextera Energy Inc | 股票-公用事業 | 1.38% | -0.22% | +0.24% | |
| 36 | APP | Applovin Corp-class A | 股票-科技 | 1.24% | +0.05% | +19.79% | |
| 37 | URI | United Rentals Inc | 股票-工業 | 1.21% | +0.34% | +6.53% | |
| 38 | LRCX | Lam Research CORP | 股票-科技 | 1.17% | +0.96% | +22.04% | |
| 39 | AXP | American Express Co | 股票-金融 | 1.02% | +0.03% | — | |
| 40 | SHOP | Shopify Inc - Class A | 股票-科技 | 1.00% | -0.54% | +90.82% | |
| 41 | USB | US Bancorp | 股票-金融 | 0.99% | -0.21% | -12.45% | |
| 42 | BSX | Boston Scientific CORP | 股票-醫療保健 | 0.91% | -0.91% | EXIT | |
| 43 | NOW | Servicenow Inc | 股票-科技 | 0.89% | -0.57% | -2.26% | |
| 44 | NET | Cloudflare Inc - Class A | 股票-科技 | 0.86% | +0.40% | +101.07% | |
| 45 | TMUS | T-mobile US Inc | 股票-通訊服務 | 0.86% | -0.49% | -53.68% | |
| 46 | OTIS | Otis Worldwide CORP | 股票-工業 | 0.75% | -0.59% | — | |
| 47 | RDDT | Reddit Inc-cl A | 股票-通訊服務 | 0.73% | -0.02% | +19.05% | |
| 48 | AMAT | Applied Materials Inc | 股票-科技 | 0.69% | +0.07% | -5.23% | |
| 49 | CRM | Salesforce Inc | 股票-科技 | 0.69% | -0.56% | -2.82% | |
| 50 | COHR | Coherent CORP | 股票-科技 | 0.67% | +0.49% | +38.98% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor-sp Adr | +0.8% | +54.50% | 加碼 |
| 2 | VRT | Vertiv Holdings Co-a | +0.7% | +0.92% | 加碼 |
| 3 | GEV | GE Vernova Inc | +0.6% | -4.71% | 減碼 |
| 4 | CVX | Chevron CORP | +0.6% | -7.04% | 減碼 |
| 5 | CASY | Casey's General Stores Inc | +0.5% | -9.52% | 減碼 |
| 6 | NET | Cloudflare Inc - Class A | +0.5% | +101.07% | 加碼 |
| 7 | HON | Honeywell International Inc | +0.5% | +1.88% | 加碼 |
| 8 | LRCX | Lam Research CORP | +0.5% | +22.04% | 加碼 |
| 9 | WMT | Walmart Inc | +0.4% | +9.90% | 加碼 |
| 10 | COST | Costco Wholesale CORP | +0.4% | -3.34% | 減碼 |
| 11 | SHOP | Shopify Inc - Class A | +0.3% | +90.82% | 加碼 |
| 12 | MU | Micron Technology Inc | +0.3% | +85.33% | 加碼 |
| 13 | COHR | Coherent CORP | +0.3% | +38.98% | 加碼 |
| 14 | NEE | Nextera Energy Inc | +0.3% | +0.24% | 加碼 |
| 15 | NFLX | Netflix Inc | +0.3% | +4.80% | 加碼 |
| 16 | TJX | Tjx Companies Inc | +0.3% | +2.47% | 加碼 |
| 17 | CAT | Caterpillar Inc | +0.2% | -11.48% | 減碼 |
| 18 | AMAT | Applied Materials Inc | +0.2% | -5.23% | 減碼 |
| 19 | SPOT | Spotify Technology S.A. | +0.2% | +114.49% | 加碼 |
| 20 | GS | Goldman Sachs Group Inc | +0.2% | +6.68% | 加碼 |
| 21 | SOLS | Solstice Adv Materials Inc | +0.1% | +7.93% | 加碼 |
| 22 | CLS | Celestica Inc | +0.1% | +39.79% | 加碼 |
| 23 | CMI | Cummins Inc | +0.1% | -7.47% | 減碼 |
| 24 | FIX | Comfort Systems USA Inc | +0.1% | — | 不變 |
| 25 | HD | Home Depot Inc | 0% | +0.02% | 加碼 |
| 26 | URI | United Rentals Inc | 0% | +6.53% | 加碼 |
| 27 | RTX | Rtx CORP | 0% | +1.45% | 加碼 |
| 28 | SYK | Stryker CORP | 0% | +1.22% | 加碼 |
| 29 | AZO | Autozone Inc | — | -6.52% | 減碼 |
| 30 | MS | Morgan Stanley | — | +2.57% | 加碼 |
| 31 | AMD | Advanced Micro Devices | 0% | -1.24% | 減碼 |
| 32 | GOOG | Alphabet Inc-cl C | 0% | -0.16% | 減碼 |
| 33 | IDXX | Idexx Laboratories Inc | 0% | — | 不變 |
| 34 | ORLY | O'reilly Automotive Inc | 0% | -14.99% | 減碼 |
| 35 | MCK | Mckesson CORP | -0.1% | -13.28% | 減碼 |
| 36 | TMO | Thermo Fisher Scientific Inc | -0.1% | -8.86% | 減碼 |
| 37 | AAPL | Apple Inc | -0.1% | -1.84% | 減碼 |
| 38 | USB | US Bancorp | -0.1% | -12.45% | 減碼 |
| 39 | GOOGL | Alphabet Inc-cl A | -0.1% | -1.22% | 減碼 |
| 40 | MA | Mastercard Inc - A | -0.2% | -1.11% | 減碼 |
| 41 | PANW | Palo Alto Networks Inc | -0.2% | -0.53% | 減碼 |
| 42 | NVDA | Nvidia CORP | -0.2% | -1.39% | 減碼 |
| 43 | MCD | Mcdonald's CORP | -0.2% | -54.11% | 減碼 |
| 44 | AMZN | Amazon.com Inc | -0.2% | -3.90% | 減碼 |
| 45 | GE | General Electric | -0.2% | -7.51% | 減碼 |
| 46 | V | Visa Inc-class A Shares | -0.2% | -2.72% | 減碼 |
| 47 | JPM | Jpmorgan Chase & Co | -0.3% | -5.93% | 減碼 |
| 48 | CRM | Salesforce Inc | -0.3% | -2.82% | 減碼 |
| 49 | RDDT | Reddit Inc-cl A | -0.3% | +19.05% | 加碼 |
| 50 | SNOW | Snowflake Inc | -0.3% | +16.51% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Wd Rutherford LLC 在 Q1 2026 季度的美股持倉總市值約為 US$2.8億，共申報了 73 個公開持股部位。
在 Q1 2026 季度，Wd Rutherford LLC 按市值排列的前三大核心持股分別為：NVDA (8.6%)、GOOGL (3.8%)、AAPL (3.3%)。其中最大持股部位 NVDA 佔據整體投資組合約 8.6% 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$492.3萬
本季最大獲利了結 / 清倉標的
META
前期市值: US$566.5萬
在 Q1 2026 季度中，Wd Rutherford LLC 共進行了 81 項持倉異動，包含新建倉 10 個部位、加碼 26 個部位、減碼 33 個部位以及清倉 12 個部位。 其中最大新建倉標的為 。 本季清倉部位包含 META。
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。