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: 0001165002
申報總市值
US$132.7億
US$132.7億
461 檔
11.8%
根據最新整理的 13F 季度數據集，Westwood Holdings Group Inc 於 Q1 2026 結束時的管理資產規模為 US$132.7億。該機構在本季度申報了 461 檔美股持倉，呈現出該時期的主要投資地圖。
Westwood Holdings Group Inc 在 Q1 2026 進行了結構性的板塊輪動與部位換股。在開立 25 個全新部位及加碼 67 檔持股的同時，亦同步清倉 23 檔並減碼 85 檔標的。
檢視投資組合結構，前 5 大主力部位（包含 WMB, ET, BIL）占據了總市值的 11.8%，展現出該機構在 Q1 2026 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 461 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 | WMB | Williams Cos Inc | 股票-能源 | 2.49% | +0.27% | +10.45% | |
| 2 | ET | Energy Transfer LP | 股票-能源 | 2.39% | +0.03% | +5171.97% | |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 2.34% | -0.06% | +2462.85% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.26% | +0.34% | +1.84% | |
| 5 | KMI | Kinder Morgan, Inc. | 股票-能源 | 1.89% | -0.04% | -7.12% | |
| 6 | LNG | Cheniere Energy Inc | 股票-能源 | 1.55% | +0.05% | -3.65% | |
| 7 | EPD | Enterprise Products Partners | 股票-能源 | 1.51% | +0.13% | +4185.37% | |
| 8 | ENB | Enbridge Inc | 股票-能源 | 1.48% | -0.12% | +38.84% | |
| 9 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.18% | +0.17% | +761.31% | |
| 10 | TRGP | Targa Resources CORP | 股票-能源 | 1.10% | +0.15% | -25.99% | |
| 11 | DTM | Dt Midstream Inc | 股票-能源 | 1.05% | +0.10% | -4.62% | |
| 12 | OKE | Oneok Inc | 股票-能源 | 1.00% | -0.01% | -14.40% | |
| 13 | TRP | Tc Energy CORP | 股票-能源 | 0.98% | +0.01% | +0.87% | |
| 14 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.93% | -0.02% | +4.50% | |
| 15 | MPLX | Mplx LP | 股票-能源 | 0.93% | -0.03% | +5211.05% | |
| 16 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.87% | -0.25% | -4.98% | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 0.85% | — | +2.25% | |
| 18 | AAPL | Apple Inc | 股票-科技 | 0.84% | +0.21% | -11.70% | |
| 19 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.76% | -0.11% | -3.56% | |
| 20 | AIR | Aar CORP | 股票-工業 | 0.76% | +0.08% | +8183.90% | |
| 21 | CFR | Cullen/frost Bankers Inc | 股票-金融 | 0.74% | -0.05% | -4.46% | |
| 22 | AVA | Avista CORP | 股票-公用事業 | 0.74% | -0.13% | -3.01% | |
| 23 | SXT | Sensient Technologies CORP | 股票-原物料 | 0.74% | +0.08% | +6.31% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.72% | -0.08% | -11.46% | |
| 25 | CDP | Copt Defense Properties | 股票-其他 | 0.72% | +0.06% | -10.07% | |
| 26 | XOM | Exxon Mobil CORP | 股票-能源 | 0.71% | -0.56% | -10.32% | |
| 27 | BLBD | Blue Bird CORP | 股票-其他 | 0.68% | +0.06% | -12.68% | |
| 28 | SSB | Southstate Bank CORP | 股票-金融 | 0.68% | -0.21% | -3.57% | |
| 29 | IPAR | Interparfums Inc | 股票-其他 | 0.67% | +0.08% | -0.67% | |
| 30 | ASO | Academy Sports & Outdoors In | 股票-循環性消費 | 0.66% | -0.13% | -10.63% | |
| 31 | IPGP | Ipg Photonics CORP | 股票-科技 | 0.65% | +0.15% | — | |
| 32 | CVX | Chevron CORP | 股票-能源 | 0.65% | -0.25% | -10.61% | |
| 33 | PKG | Packaging CORP Of America | 股票-循環性消費 | 0.64% | -0.13% | -3.30% | |
| 34 | WES | Western Midstream Partners L | 股票-能源 | 0.64% | +0.08% | +4867.74% | |
| 35 | HUBB | Hubbell Inc | 股票-工業 | 0.64% | -0.09% | -4.90% | |
| 36 | HD | Home Depot Inc | 股票-循環性消費 | 0.63% | -0.25% | +12.79% | |
| 37 | WEC | Wec Energy Group Inc | 股票-公用事業 | 0.62% | -0.17% | -3.46% | |
| 38 | PIPR | Piper Sandler Cos | 股票-金融 | 0.62% | +0.05% | — | |
| 39 | MSI | Motorola Solutions Inc | 股票-科技 | 0.58% | -0.20% | +320.37% | |
| 40 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.56% | -0.24% | -7.44% | |
| 41 | DE | Deere & Co | 股票-工業 | 0.56% | -0.15% | -4.82% | |
| 42 | WMS | Advanced Drainage Systems In | 股票-工業 | 0.55% | -0.11% | +28.85% | |
| 43 | SXI | Standex International CORP | 股票-其他 | 0.55% | +0.04% | -8.53% | |
| 44 | ECG | Everus Construction Group | 股票-工業 | 0.55% | -0.13% | -22.34% | |
| 45 | TXN | Texas Instruments Inc | 股票-科技 | 0.54% | -0.03% | -11.42% | |
| 46 | MDU | Mdu Resources Group Inc | 股票-公用事業 | 0.53% | -0.02% | +102.11% | |
| 47 | KNF | Knife River CORP | 股票-原物料 | 0.53% | -0.02% | +8.85% | |
| 48 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.53% | -0.17% | +1.44% | |
| 49 | FBNC | First Bancorp/nc | 股票-其他 | 0.53% | +0.02% | -7.39% | |
| 50 | NIC | Nicolet Bankshares Inc | 股票-其他 | 0.53% | +0.03% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ET | Energy Transfer LP | +2.4% | +5171.97% | 加碼 |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +2.2% | +2462.85% | 加碼 |
| 3 | EPD | Enterprise Products Partners | +1.5% | +4185.37% | 加碼 |
| 4 | RSP | Invesco S&p 500 Equal Weight | +1% | +761.31% | 加碼 |
| 5 | MPLX | Mplx LP | +0.9% | +5211.05% | 加碼 |
| 6 | AIR | Aar CORP | +0.8% | +8183.90% | 加碼 |
| 7 | WES | Western Midstream Partners L | +0.6% | +4867.74% | 加碼 |
| 8 | MSI | Motorola Solutions Inc | +0.4% | +320.37% | 加碼 |
| 9 | ENB | Enbridge Inc | +0.4% | +38.84% | 加碼 |
| 10 | WMB | Williams Cos Inc | +0.4% | +10.45% | 加碼 |
| 11 | LNG | Cheniere Energy Inc | +0.3% | -3.65% | 減碼 |
| 12 | Q | Qnity Electronics Inc | +0.3% | +95.85% | 加碼 |
| 13 | GEL | Genesis Energy L.p. | +0.3% | +3493.87% | 加碼 |
| 14 | WMG | Warner Music Group Corp-cl A | +0.3% | +200.92% | 加碼 |
| 15 | MDU | Mdu Resources Group Inc | +0.3% | +102.11% | 加碼 |
| 16 | VG | Venture Global Inc-cl A | +0.3% | +282.50% | 加碼 |
| 17 | PAA | Plains All Amer Pipeline LP | +0.2% | +2178.18% | 加碼 |
| 18 | EGP | Eastgroup Properties Inc | +0.2% | +1021.54% | 加碼 |
| 19 | POOL | Pool CORP | +0.2% | +559.53% | 加碼 |
| 20 | CACI | Caci International Inc -cl A | +0.2% | +393.60% | 加碼 |
| 21 | SLB | Slb LTD | +0.1% | +1010.89% | 加碼 |
| 22 | MYRG | Myr Group Inc/delaware | +0.1% | +14.68% | 加碼 |
| 23 | EQT | Eqt CORP | +0.1% | +436.89% | 加碼 |
| 24 | XLE | Ss Energy Select Sector | +0.1% | +75.29% | 加碼 |
| 25 | SCCO | Southern Copper CORP | +0.1% | +968.24% | 加碼 |
| 26 | XOM | Exxon Mobil CORP | +0.1% | -10.32% | 減碼 |
| 27 | XME | Ss Spdr S&p Metals Mining | +0.1% | +80.70% | 加碼 |
| 28 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.1% | +78.38% | 加碼 |
| 29 | NFLX | Netflix Inc | +0.1% | +1551.63% | 加碼 |
| 30 | YLDW | Westwood Enhe Income Opp ETF | +0.1% | +178.33% | 加碼 |
| 31 | CVX | Chevron CORP | +0.1% | -10.61% | 減碼 |
| 32 | KNF | Knife River CORP | +0.1% | +8.85% | 加碼 |
| 33 | MGY | Magnolia Oil & Gas CORP - A | +0.1% | -9.72% | 減碼 |
| 34 | LSCC | Lattice Semiconductor CORP | +0.1% | +23.53% | 加碼 |
| 35 | SOBO | South Bow CORP | +0.1% | +10.64% | 加碼 |
| 36 | RGLD | Royal Gold Inc | +0.1% | +25.62% | 加碼 |
| 37 | MA | Mastercard Inc - A | +0.1% | +1381.54% | 加碼 |
| 38 | WMS | Advanced Drainage Systems In | 0% | +28.85% | 加碼 |
| 39 | WBI | Waterbridge Infrastruc-cl A | 0% | +21.70% | 加碼 |
| 40 | EVR | Evercore Inc - A | 0% | +49.44% | 加碼 |
| 41 | TRP | Tc Energy CORP | 0% | +0.87% | 加碼 |
| 42 | POWI | Power Integrations Inc | 0% | -15.85% | 減碼 |
| 43 | INR | Infinity Natural Resour-cl A | 0% | +5.05% | 加碼 |
| 44 | GS | Goldman Sachs Group Inc | 0% | +31.47% | 加碼 |
| 45 | SMMD | Ishares Russell 2500 ETF | 0% | +29.15% | 加碼 |
| 46 | COP | Conocophillips | 0% | +13.76% | 加碼 |
| 47 | KMI | Kinder Morgan, Inc. | 0% | -7.12% | 減碼 |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +22.55% | 加碼 |
| 49 | DE | Deere & Co | 0% | -4.82% | 減碼 |
| 50 | MRK | Merck & Co. Inc. | 0% | +1.44% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Westwood Holdings Group Inc 在 Q1 2026 季度的美股持倉總市值約為 US$132.7億，共申報了 461 個公開持股部位。
在 Q1 2026 季度，Westwood Holdings Group Inc 按市值排列的前三大核心持股分別為：WMB (2.5%)、ET (2.4%)、BIL (2.3%)。其中最大持股部位 WMB 佔據整體投資組合約 2.5% 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
IPGP
市值: US$8932.6萬
本季最大獲利了結 / 清倉標的
62C
前期市值: US$9242.0萬
在 Q1 2026 季度中，Westwood Holdings Group Inc 共進行了 200 項持倉異動，包含新建倉 25 個部位、加碼 67 個部位、減碼 85 個部位以及清倉 23 個部位。 其中最大新建倉標的為 IPGP。 本季清倉部位包含 62C。
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。