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: 0001910961
申報總市值
US$2.0億
US$2.0億
59 檔
24.7%
William Allan Corp 在 Q1 2026 季度的美股部位總計估值為 US$2.0億，分散於 59 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 William Allan Corp 積極進場，新開立 4 個部位並同步加碼 42 檔個股，反映機構在該季度的資金注入與籌碼積累。
從部位權重觀察，前 5 大標的（包含 AMAT, GOOGL, AAPL）累計市值佔比達 24.7%，是驅動 William Allan Corp 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 | AMAT | Applied Materials Inc | 股票-科技 | 9.05% | +5.16% | -6.08% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 5.97% | -0.34% | -4.37% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 5.60% | -0.44% | -0.24% | |
| 4 | WMT | Walmart Inc | 股票-非循環性消費 | 5.05% | -1.34% | -1.88% | |
| 5 | MA | Mastercard Inc - A | 股票-金融 | 4.26% | -0.54% | +0.36% | |
| 6 | SBUX | Starbucks CORP | 股票-循環性消費 | 3.37% | -0.23% | +2.68% | |
| 7 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.27% | -0.23% | +0.02% | |
| 8 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 3.26% | -0.78% | +0.05% | |
| 9 | SCHW | Schwab (charles) CORP | 股票-金融 | 3.24% | -0.63% | +1.59% | |
| 10 | HD | Home Depot Inc | 股票-循環性消費 | 3.18% | -0.05% | +2.29% | |
| 11 | ADP | Automatic Data Processing | 股票-科技 | 3.01% | -0.29% | +0.90% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 2.99% | -0.33% | +0.15% | |
| 13 | V | Visa Inc-class A Shares | 股票-金融 | 2.77% | -0.19% | +5.31% | |
| 14 | PAYX | Paychex Inc | 股票-科技 | 2.68% | -0.36% | +17.45% | |
| 15 | DELL | Dell Technologies -c | 股票-科技 | 2.63% | +2.92% | +1.24% | |
| 16 | PEP | Pepsico Inc | 股票-非循環性消費 | 2.56% | -0.74% | +0.83% | |
| 17 | HSY | Hershey Co/the | 股票-非循環性消費 | 2.38% | -0.74% | +0.36% | |
| 18 | OTIS | Otis Worldwide CORP | 股票-工業 | 2.28% | -0.26% | +1.17% | |
| 19 | DHI | Dr Horton Inc | 股票-循環性消費 | 2.24% | -0.05% | +0.32% | |
| 20 | NKE | Nike Inc -cl B | 股票-循環性消費 | 2.22% | -0.84% | -0.79% | |
| 21 | WST | West Pharmaceutical Services | 股票-醫療保健 | 2.01% | +0.33% | +2.76% | |
| 22 | GD | General Dynamics CORP | 股票-工業 | 1.83% | -0.24% | +2.45% | |
| 23 | UPS | United Parcel Service-cl B | 股票-工業 | 1.77% | -0.18% | +0.79% | |
| 24 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.67% | -0.32% | -1.57% | |
| 25 | MNST | Monster Beverage CORP | 股票-非循環性消費 | 1.62% | +0.07% | -0.40% | |
| 26 | DPZ | Domino's Pizza Inc | 股票-循環性消費 | 1.60% | -0.22% | -0.34% | |
| 27 | BBY | Best Buy Co Inc | 股票-循環性消費 | 1.43% | — | +1.82% | |
| 28 | VEEV | Veeva Systems Inc-class A | 股票-醫療保健 | 1.33% | +0.11% | +4.26% | |
| 29 | CPAY | Corpay Inc | 股票-科技 | 1.28% | -0.14% | +4.31% | |
| 30 | SYK | Stryker CORP | 股票-醫療保健 | 1.10% | -0.20% | +58.76% | |
| 31 | INTU | Intuit Inc | 股票-科技 | 1.01% | -0.48% | — | |
| 32 | FICO | Fair Isaac CORP | 股票-科技 | 0.98% | -0.02% | +62.85% | |
| 33 | AXP | American Express Co | 股票-金融 | 0.91% | -0.07% | +2.29% | |
| 34 | NVDA | Nvidia CORP | 股票-科技 | 0.90% | +0.05% | -4.52% | |
| 35 | MCO | Moody's CORP | 股票-金融 | 0.78% | -0.02% | — | |
| 36 | VVV | Valvoline Inc | 股票-循環性消費 | 0.71% | +0.14% | +1.10% | |
| 37 | MMM | 3m Co | 股票-工業 | 0.57% | -0.05% | +2.20% | |
| 38 | CPRT | Copart Inc | 股票-工業 | 0.56% | -0.15% | +0.11% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.55% | -0.07% | +11.97% | |
| 40 | SO | Southern Co/the | 股票-公用事業 | 0.55% | -0.10% | -2.97% | |
| 41 | KO | Coca-cola Co/the | 股票-非循環性消費 | 0.54% | -0.06% | +3.27% | |
| 42 | O | Realty Income CORP | 股票-房地產 | 0.45% | -0.06% | +0.12% | |
| 43 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.44% | -0.13% | +0.89% | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.37% | +0.02% | +0.18% | |
| 45 | MO | Altria Group Inc | 股票-非循環性消費 | 0.34% | -0.03% | +0.30% | |
| 46 | CVX | Chevron CORP | 股票-能源 | 0.33% | -0.11% | -0.19% | |
| 47 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.32% | -0.02% | +0.02% | |
| 48 | SPG | Simon Property Group Inc | 股票-房地產 | 0.30% | — | -1.89% | |
| 49 | IWO | Ishares Russell 2000 Growth | ETF-中小型股 | 0.24% | +0.01% | +0.08% | |
| 50 | DUK | Duke Energy CORP | 股票-公用事業 | 0.21% | -0.04% | +0.85% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AMAT | Applied Materials Inc | +2.1% | -6.08% | 減碼 |
| 2 | DELL | Dell Technologies -c | +0.7% | +1.24% | 加碼 |
| 3 | WMT | Walmart Inc | +0.6% | -1.88% | 減碼 |
| 4 | COST | Costco Wholesale CORP | +0.6% | +0.05% | 加碼 |
| 5 | SBUX | Starbucks CORP | +0.4% | +2.68% | 加碼 |
| 6 | SYK | Stryker CORP | +0.4% | +58.76% | 加碼 |
| 7 | HSY | Hershey Co/the | +0.4% | +0.36% | 加碼 |
| 8 | PEP | Pepsico Inc | +0.3% | +0.83% | 加碼 |
| 9 | GD | General Dynamics CORP | +0.2% | +2.45% | 加碼 |
| 10 | VVV | Valvoline Inc | +0.1% | +1.10% | 加碼 |
| 11 | VZ | Verizon Communications Inc | +0.1% | +0.89% | 加碼 |
| 12 | CVX | Chevron CORP | +0.1% | -0.19% | 減碼 |
| 13 | KO | Coca-cola Co/the | +0.1% | +3.27% | 加碼 |
| 14 | FICO | Fair Isaac CORP | +0.1% | +62.85% | 加碼 |
| 15 | UPS | United Parcel Service-cl B | +0.1% | +0.79% | 加碼 |
| 16 | HD | Home Depot Inc | +0.1% | +2.29% | 加碼 |
| 17 | MO | Altria Group Inc | +0.1% | +0.30% | 加碼 |
| 18 | SO | Southern Co/the | +0.1% | -2.97% | 減碼 |
| 19 | CPAY | Corpay Inc | +0.1% | +4.31% | 加碼 |
| 20 | O | Realty Income CORP | +0.1% | +0.12% | 加碼 |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +11.97% | 加碼 |
| 22 | DUK | Duke Energy CORP | 0% | +0.85% | 加碼 |
| 23 | AEP | American Electric Power | 0% | +0.10% | 加碼 |
| 24 | PAYX | Paychex Inc | 0% | +17.45% | 加碼 |
| 25 | BBY | Best Buy Co Inc | 0% | +1.82% | 加碼 |
| 26 | PM | Philip Morris International | 0% | +2.52% | 加碼 |
| 27 | SPG | Simon Property Group Inc | 0% | -1.89% | 減碼 |
| 28 | AMT | American Tower CORP | 0% | +0.16% | 加碼 |
| 29 | IWC | Ishares Micro-cap ETF | 0% | +0.15% | 加碼 |
| 30 | IWP | Ishares Russell Mid-cap Grow | — | +0.02% | 加碼 |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | +0.23% | 加碼 |
| 32 | IWO | Ishares Russell 2000 Growth | — | +0.08% | 加碼 |
| 33 | SCHW | Schwab (charles) CORP | 0% | +1.59% | 加碼 |
| 34 | DHI | Dr Horton Inc | 0% | +0.32% | 加碼 |
| 35 | QQQ | Invesco Qqq Trust Series 1 | 0% | +0.18% | 加碼 |
| 36 | PRU | Prudential Financial Inc | 0% | +3.31% | 加碼 |
| 37 | MMM | 3m Co | 0% | +2.20% | 加碼 |
| 38 | MNST | Monster Beverage CORP | 0% | -0.40% | 減碼 |
| 39 | WST | West Pharmaceutical Services | 0% | +2.76% | 加碼 |
| 40 | MKC | Mccormick & Co-non Vtg Shrs | -0.1% | -0.56% | 減碼 |
| 41 | NVDA | Nvidia CORP | -0.1% | -4.52% | 減碼 |
| 42 | CPRT | Copart Inc | -0.1% | +0.11% | 加碼 |
| 43 | AXP | American Express Co | -0.1% | +2.29% | 加碼 |
| 44 | V | Visa Inc-class A Shares | -0.2% | +5.31% | 加碼 |
| 45 | AAPL | Apple Inc | -0.2% | -0.24% | 減碼 |
| 46 | OTIS | Otis Worldwide CORP | -0.2% | +1.17% | 加碼 |
| 47 | DPZ | Domino's Pizza Inc | -0.2% | -0.34% | 減碼 |
| 48 | AMZN | Amazon.com Inc | -0.2% | +0.02% | 加碼 |
| 49 | VEEV | Veeva Systems Inc-class A | -0.2% | +4.26% | 加碼 |
| 50 | DIS | Walt Disney Co/the | -0.3% | -1.57% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，William Allan Corp 在 Q1 2026 季度的美股持倉總市值約為 US$2.0億，共申報了 59 個公開持股部位。
在 Q1 2026 季度，William Allan Corp 按市值排列的前三大核心持股分別為：AMAT (9.1%)、GOOGL (6.0%)、AAPL (5.6%)。其中最大持股部位 AMAT 佔據整體投資組合約 9.1% 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
INTU
市值: US$171.2萬
本季最大獲利了結 / 清倉標的
CHE
前期市值: US$374.4萬
在 Q1 2026 季度中，William Allan Corp 共進行了 62 項持倉異動，包含新建倉 4 個部位、加碼 42 個部位、減碼 13 個部位以及清倉 3 個部位。 其中最大新建倉標的為 INTU。 本季清倉部位包含 CHE。
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。