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: 0001263548
申報總市值
US$53.5億
US$53.5億
1411 檔
22.9%
Whittier Trust Co Of Nevada Inc 在 Q1 2026 季度的美股部位總計估值為 US$53.5億，分散於 1411 個持倉標的之中，反映其市場參與廣度與投資規模。
Q1 2026 數據顯示 Whittier Trust Co Of Nevada Inc 積極進場，新開立 11 個部位並同步加碼 123 檔個股，反映機構在該季度的資金注入與籌碼積累。
在資產配置集中度方面，Whittier Trust Co Of Nevada Inc 的前 5 大核心持股（包含 NVDA, AAPL, MSFT 等）合計佔整體申報市值的 22.9%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 1411 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 | 7.60% | +0.06% | +59.61% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 5.55% | +0.37% | -4.02% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.92% | -0.42% | +3.85% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 4.06% | +0.45% | -3.42% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.99% | +0.17% | +4.38% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.96% | +0.02% | -5.92% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 2.32% | +0.14% | +6.76% | |
| 8 | AVGO | Broadcom Inc | 股票-科技 | 2.17% | -0.24% | +5.28% | |
| 9 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.99% | +0.08% | +4.63% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.73% | +0.04% | +5.51% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 1.66% | +0.09% | +4.60% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.48% | — | +4.82% | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 1.32% | +0.06% | +3.62% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.29% | -0.01% | +3.77% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.24% | -0.04% | +6.01% | |
| 16 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.21% | -0.04% | +8.15% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.09% | -0.01% | +10.02% | |
| 18 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.06% | +0.11% | +2.81% | |
| 19 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.94% | +0.19% | +5.54% | |
| 20 | RTX | Rtx CORP | 股票-工業 | 0.86% | -0.07% | +4.57% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.84% | +0.07% | +12.76% | |
| 22 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.84% | -0.12% | +4.69% | |
| 23 | CVX | Chevron CORP | 股票-能源 | 0.82% | -0.19% | -22.97% | |
| 24 | MDY | State Street Spdr S&p Midcap | ETF-其他 | 0.81% | -0.02% | -6.36% | |
| 25 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 0.78% | +0.02% | — | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.77% | +0.05% | -0.19% | |
| 27 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.75% | -0.21% | +5.26% | |
| 28 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.74% | +0.07% | -10.43% | |
| 29 | TSLA | Tesla Inc | 股票-循環性消費 | 0.74% | +0.03% | +13.13% | |
| 30 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.69% | -0.02% | +7.16% | |
| 31 | WMT | Walmart Inc | 股票-非循環性消費 | 0.67% | -0.13% | +33.29% | |
| 32 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.63% | -0.12% | -0.46% | |
| 33 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.63% | -0.01% | -0.10% | |
| 34 | NET | Cloudflare Inc - Class A | 股票-科技 | 0.61% | +0.10% | +7.04% | |
| 35 | HON | Honeywell International Inc | 股票-工業 | 0.60% | -0.60% | EXIT | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.58% | +0.02% | -0.04% | |
| 37 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.58% | -0.47% | +6.17% | |
| 38 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.57% | -0.02% | — | |
| 39 | IWC | Ishares Micro-cap ETF | ETF-其他 | 0.55% | +0.10% | +134.58% | |
| 40 | DHR | Danaher CORP | 股票-醫療保健 | 0.53% | +0.06% | +6.06% | |
| 41 | PM | Philip Morris International | 股票-非循環性消費 | 0.52% | -0.06% | -19.92% | |
| 42 | APH | Amphenol Corp-cl A | 股票-科技 | 0.50% | -0.41% | +6.82% | |
| 43 | NSC | Norfolk Southern CORP | 股票-工業 | 0.50% | -0.15% | +5.72% | |
| 44 | CAT | Caterpillar Inc | 股票-工業 | 0.50% | +0.07% | -0.83% | |
| 45 | MPWR | Monolithic Power Systems Inc | 股票-科技 | 0.49% | -0.01% | -11.53% | |
| 46 | LITE | Lumentum Holdings Inc | 股票-科技 | 0.48% | -0.07% | +335933.33% | |
| 47 | PNC | Pnc Financial Services Group | 股票-金融 | 0.48% | +0.05% | +5.49% | |
| 48 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.47% | +0.02% | +5.03% | |
| 49 | XOM | Exxon Mobil CORP | 股票-能源 | 0.46% | -0.46% | EXIT | |
| 50 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.46% | +0.05% | +4.05% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.5% | +59.61% | 加碼 |
| 2 | LITE | Lumentum Holdings Inc | +0.5% | +335933.33% | 加碼 |
| 3 | NFLX | Netflix Inc | +0.4% | +704.87% | 加碼 |
| 4 | IWC | Ishares Micro-cap ETF | +0.3% | +134.58% | 加碼 |
| 5 | CBRE | Cbre Group Inc - A | +0.3% | +67884.62% | 加碼 |
| 6 | MU | Micron Technology Inc | +0.2% | +4983.20% | 加碼 |
| 7 | WMT | Walmart Inc | +0.2% | +33.29% | 加碼 |
| 8 | LRCX | Lam Research CORP | +0.2% | +222.00% | 加碼 |
| 9 | UBER | Uber Technologies Inc | +0.2% | +1315.77% | 加碼 |
| 10 | BSX | Boston Scientific CORP | +0.2% | +5054.76% | 加碼 |
| 11 | MNST | Monster Beverage CORP | +0.2% | +9515.29% | 加碼 |
| 12 | VRT | Vertiv Holdings Co-a | +0.1% | +3.40% | 加碼 |
| 13 | FIX | Comfort Systems USA Inc | +0.1% | +42980.00% | 加碼 |
| 14 | COST | Costco Wholesale CORP | +0.1% | +5.26% | 加碼 |
| 15 | COP | Conocophillips | +0.1% | +7.96% | 加碼 |
| 16 | TRGP | Targa Resources CORP | +0.1% | -1.85% | 減碼 |
| 17 | MRK | Merck & Co. Inc. | +0.1% | +7.16% | 加碼 |
| 18 | IJR | Ishares Core S&p Small-cap E | +0.1% | +12.76% | 加碼 |
| 19 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +10.02% | 加碼 |
| 20 | MDB | Mongodb Inc | +0.1% | +8927.00% | 加碼 |
| 21 | JNJ | Johnson & Johnson | +0.1% | -0.10% | 減碼 |
| 22 | XOM | Exxon Mobil CORP | +0.1% | -8.02% | 減碼 |
| 23 | VEA | Vanguard Ftse Developed ETF | +0.1% | +4.82% | 加碼 |
| 24 | HON | Honeywell International Inc | +0.1% | +4.45% | 加碼 |
| 25 | ARES | Ares Management CORP - A | +0.1% | +6079.18% | 加碼 |
| 26 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +5.51% | 加碼 |
| 27 | NET | Cloudflare Inc - Class A | +0.1% | +7.04% | 加碼 |
| 28 | CASY | Casey's General Stores Inc | +0.1% | +3.43% | 加碼 |
| 29 | TJX | Tjx Companies Inc | +0.1% | +4.69% | 加碼 |
| 30 | RTX | Rtx CORP | +0.1% | +4.57% | 加碼 |
| 31 | VLO | Valero Energy CORP | +0.1% | -11.84% | 減碼 |
| 32 | CAT | Caterpillar Inc | +0.1% | -0.83% | 減碼 |
| 33 | GLD | Spdr Gold Shares | +0.1% | +45.20% | 加碼 |
| 34 | KKR | Kkr & Co Inc | +0.1% | +86.06% | 加碼 |
| 35 | PR | Permian Resources Corp-cl A | +0.1% | +9.17% | 加碼 |
| 36 | IEMG | Ishares Core Msci Emerging | +0.1% | +4.60% | 加碼 |
| 37 | EQT | Eqt CORP | +0.1% | +5.61% | 加碼 |
| 38 | MCK | Mckesson CORP | +0.1% | +13.47% | 加碼 |
| 39 | TDY | Teledyne Technologies Inc | +0.1% | +9.22% | 加碼 |
| 40 | TPR | Tapestry Inc | +0.1% | +159990.00% | 加碼 |
| 41 | DOCS | Doximity Inc-class A | +0.1% | +32405.98% | 加碼 |
| 42 | PLTR | Palantir Technologies Inc-a | 0% | +42.72% | 加碼 |
| 43 | ODFL | Old Dominion Freight Line | 0% | +3.64% | 加碼 |
| 44 | MPC | Marathon Petroleum CORP | 0% | +11.57% | 加碼 |
| 45 | GEV | GE Vernova Inc | 0% | +1.32% | 加碼 |
| 46 | NEE | Nextera Energy Inc | 0% | +6.05% | 加碼 |
| 47 | EVR | Evercore Inc - A | 0% | +7367.95% | 加碼 |
| 48 | EWY | Ishares Msci South Korea ETF | 0% | +58.50% | 加碼 |
| 49 | DINO | Hf Sinclair CORP | 0% | +3.78% | 加碼 |
| 50 | CSCO | Cisco Systems Inc | 0% | +4.53% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Whittier Trust Co Of Nevada Inc 在 Q1 2026 季度的美股持倉總市值約為 US$53.5億，共申報了 1411 個公開持股部位。
在 Q1 2026 季度，Whittier Trust Co Of Nevada Inc 按市值排列的前三大核心持股分別為：NVDA (7.6%)、AAPL (5.5%)、MSFT (4.9%)。其中最大持股部位 NVDA 佔據整體投資組合約 7.6% 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
BE
市值: US$487.5萬
本季最大獲利了結 / 清倉標的
AAPL
前期市值: US$2.9億
在 Q1 2026 季度中，Whittier Trust Co Of Nevada Inc 共進行了 194 項持倉異動，包含新建倉 11 個部位、加碼 123 個部位、減碼 60 個部位以及清倉 0 個部位。 其中最大新建倉標的為 BE。
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。