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。
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CIK: 0001788587
申報總市值
US$88.6億
US$88.6億
514 檔
23.8%
Q1 2026 季度申報顯示，Williams Jones Wealth Management, LLC. 揭露的美股組合總市值為 US$88.6億，涵蓋 514 個不同之權益投資部位。
Q1 2026 的申報記錄反映 Williams Jones Wealth Management, LLC. 的板塊替換策略：機構本季推動了 82 筆增持與 107 筆減持，籌碼呈現明顯的結構重組。
整體而言，Williams Jones Wealth Management, LLC. 的前 5 大持股（包含 AAPL, GOOGL, COST）貢獻了組合市值的 23.8%，形成該機構在 Q1 2026 季度的基本面基石。
僅顯示前 200 大持股（共 514 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 | AAPL | Apple Inc | 股票-科技 | 6.54% | +0.93% | +1.52% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 5.56% | +0.68% | -0.81% | |
| 3 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 5.23% | -0.74% | -0.72% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 4.43% | -0.29% | -2.84% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 4.16% | +0.34% | +0.24% | |
| 6 | V | Visa Inc-class A Shares | 股票-金融 | 4.00% | +0.05% | -1.11% | |
| 7 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.88% | +0.12% | -0.37% | |
| 8 | ECL | Ecolab Inc | 股票-原物料 | 2.36% | -0.09% | -0.49% | |
| 9 | TJX | Tjx Companies Inc | 股票-循環性消費 | 2.30% | -0.30% | -1.21% | |
| 10 | ETN | Eaton Corporation plc | 股票-工業 | 2.25% | +0.30% | +0.26% | |
| 11 | AVGO | Broadcom Inc | 股票-科技 | 2.19% | +0.76% | -0.22% | |
| 12 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.10% | +0.02% | +1.97% | |
| 13 | IDXX | Idexx Laboratories Inc | 股票-醫療保健 | 1.82% | -0.27% | -1.59% | |
| 14 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.79% | +0.21% | -3.57% | |
| 15 | MTD | Mettler-toledo International | 股票-醫療保健 | 1.67% | -0.06% | +2.11% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.53% | -0.14% | -1.76% | |
| 17 | INTU | Intuit Inc | 股票-科技 | 1.50% | -1.20% | -19.88% | |
| 18 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 1.44% | -0.12% | -0.42% | |
| 19 | ADP | Automatic Data Processing | 股票-科技 | 1.35% | -0.02% | -1.65% | |
| 20 | DOV | Dover CORP | 股票-工業 | 1.35% | -0.02% | -1.84% | |
| 21 | APH | Amphenol Corp-cl A | 股票-科技 | 1.27% | +0.34% | -1.93% | |
| 22 | SHW | Sherwin-williams Co/the | 股票-原物料 | 1.23% | -0.02% | -0.56% | |
| 23 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 1.21% | -0.56% | +1.65% | |
| 24 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.14% | -0.07% | -0.86% | |
| 25 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.13% | -0.03% | +0.49% | |
| 26 | DHR | Danaher CORP | 股票-醫療保健 | 1.08% | -0.15% | +2.12% | |
| 27 | STE | STERIS plc | 股票-醫療保健 | 1.03% | -0.24% | -0.34% | |
| 28 | CIEN | Ciena CORP | 股票-科技 | 1.02% | +0.06% | -7.46% | |
| 29 | UBER | Uber Technologies Inc | 股票-工業 | 1.02% | -0.19% | -4.35% | |
| 30 | PWR | Quanta Services Inc | 股票-工業 | 1.00% | +0.18% | -1.17% | |
| 31 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.97% | +0.62% | +1.60% | |
| 32 | ATR | Aptargroup Inc | 股票-醫療保健 | 0.91% | -0.10% | -2.73% | |
| 33 | APO | Apollo Global Management Inc | 股票-金融 | 0.86% | -0.06% | -23.85% | |
| 34 | VRT | Vertiv Holdings Co-a | 股票-工業 | 0.84% | +0.11% | -12.49% | |
| 35 | CTAS | Cintas CORP | 股票-工業 | 0.78% | -0.05% | +2.19% | |
| 36 | ALC | Alcon Inc. | 股票-醫療保健 | 0.75% | -0.15% | -1.12% | |
| 37 | HD | Home Depot Inc | 股票-循環性消費 | 0.74% | -0.11% | -23.60% | |
| 38 | LRCX | Lam Research CORP | 股票-科技 | 0.72% | +0.62% | -2.45% | |
| 39 | IAU | Ishares Gold Trust | ETF-避險與商品 | 0.71% | -0.19% | +3.55% | |
| 40 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.70% | -0.06% | +33.24% | |
| 41 | EPD | Enterprise Products Partners | 股票-能源 | 0.70% | -0.09% | -2.40% | |
| 42 | BX | Blackstone Inc | 股票-金融 | 0.68% | -0.08% | -8.56% | |
| 43 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.67% | +0.03% | -0.93% | |
| 44 | IBM | Intl Business Machines CORP | 股票-科技 | 0.66% | +0.04% | +73.50% | |
| 45 | XOM | Exxon Mobil CORP | 股票-能源 | 0.65% | -0.65% | EXIT | |
| 46 | ZTS | Zoetis Inc | 股票-醫療保健 | 0.53% | -0.48% | -20.82% | |
| 47 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.51% | -0.10% | -1.09% | |
| 48 | AMGN | Amgen Inc | 股票-醫療保健 | 0.48% | -0.03% | -0.62% | |
| 49 | AXP | American Express Co | 股票-金融 | 0.46% | +0.01% | -0.50% | |
| 50 | ONEXF | Onex Corporation | 股票-其他 | 0.44% | -0.03% | -0.41% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | COST | Costco Wholesale CORP | +1% | -0.72% | 減碼 |
| 2 | CIEN | Ciena CORP | +0.4% | -7.46% | 減碼 |
| 3 | ETN | Eaton Corporation plc | +0.4% | +0.26% | 加碼 |
| 4 | PWR | Quanta Services Inc | +0.3% | -1.17% | 減碼 |
| 5 | VRT | Vertiv Holdings Co-a | +0.3% | -12.49% | 減碼 |
| 6 | JNJ | Johnson & Johnson | +0.2% | -0.86% | 減碼 |
| 7 | TJX | Tjx Companies Inc | +0.2% | -1.21% | 減碼 |
| 8 | IBM | Intl Business Machines CORP | +0.2% | +73.50% | 加碼 |
| 9 | WMB | Williams Cos Inc | +0.2% | +104.49% | 加碼 |
| 10 | XOM | Exxon Mobil CORP | +0.2% | -1.65% | 減碼 |
| 11 | ECL | Ecolab Inc | +0.2% | -0.49% | 減碼 |
| 12 | AAPL | Apple Inc | +0.2% | +1.52% | 加碼 |
| 13 | LRCX | Lam Research CORP | +0.2% | -2.45% | 減碼 |
| 14 | DOV | Dover CORP | +0.2% | -1.84% | 減碼 |
| 15 | META | Meta Platforms Inc-class A | +0.1% | +33.24% | 加碼 |
| 16 | EPD | Enterprise Products Partners | +0.1% | -2.40% | 減碼 |
| 17 | IAU | Ishares Gold Trust | +0.1% | +3.55% | 加碼 |
| 18 | ORLY | O'reilly Automotive Inc | +0.1% | -0.42% | 減碼 |
| 19 | XBI | Ss Spdr S&p Biotech ETF | +0.1% | +39.33% | 加碼 |
| 20 | CVX | Chevron CORP | +0.1% | +0.85% | 加碼 |
| 21 | NVDA | Nvidia CORP | +0.1% | +0.24% | 加碼 |
| 22 | ADM | Archer-daniels-midland Co | +0.1% | +0.00% | 加碼 |
| 23 | SHW | Sherwin-williams Co/the | +0.1% | -0.56% | 減碼 |
| 24 | ATR | Aptargroup Inc | +0.1% | -2.73% | 減碼 |
| 25 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +337.05% | 加碼 |
| 26 | JEDI | Defiance Drone & Mod War ETF | +0.1% | +121.96% | 加碼 |
| 27 | GLW | Corning Inc | +0.1% | +5.35% | 加碼 |
| 28 | PEP | Pepsico Inc | +0.1% | -1.09% | 減碼 |
| 29 | AMGN | Amgen Inc | +0.1% | -0.62% | 減碼 |
| 30 | PDX | Pimco Dynamic Income Strat | +0.1% | -1.16% | 減碼 |
| 31 | GEV | GE Vernova Inc | 0% | +1.23% | 加碼 |
| 32 | CAT | Caterpillar Inc | 0% | -3.17% | 減碼 |
| 33 | TXN | Texas Instruments Inc | 0% | +4.88% | 加碼 |
| 34 | ET | Energy Transfer LP | 0% | -0.49% | 減碼 |
| 35 | AMAT | Applied Materials Inc | 0% | -0.94% | 減碼 |
| 36 | WSO | Watsco Inc | 0% | +2.42% | 加碼 |
| 37 | RTX | Rtx CORP | 0% | +0.68% | 加碼 |
| 38 | JPM | Jpmorgan Chase & Co | 0% | +1.97% | 加碼 |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -1.76% | 減碼 |
| 40 | GS | Goldman Sachs Group Inc | 0% | -0.93% | 減碼 |
| 41 | AMLP | Alerian Mlp ETF | 0% | +10.64% | 加碼 |
| 42 | MU | Micron Technology Inc | 0% | +73.41% | 加碼 |
| 43 | HON | Honeywell International Inc | 0% | -0.30% | 減碼 |
| 44 | DE | Deere & Co | 0% | -0.12% | 減碼 |
| 45 | VLTO | Veralto CORP | 0% | +28.48% | 加碼 |
| 46 | KLAC | Kla CORP | 0% | -0.64% | 減碼 |
| 47 | ROK | Rockwell Automation Inc | 0% | +15.60% | 加碼 |
| 48 | GWW | Ww Grainger Inc | 0% | — | 不變 |
| 49 | ALC | Alcon Inc. | 0% | -1.12% | 減碼 |
| 50 | TTEK | Tetra Tech Inc | 0% | +43.93% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Williams Jones Wealth Management, LLC. 在 Q1 2026 季度的美股持倉總市值約為 US$88.6億，共申報了 514 個公開持股部位。
在 Q1 2026 季度，Williams Jones Wealth Management, LLC. 按市值排列的前三大核心持股分別為：AAPL (6.5%)、GOOGL (5.6%)、COST (5.2%)。其中最大持股部位 AAPL 佔據整體投資組合約 6.5% 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
IQV
市值: US$961.5萬
本季最大獲利了結 / 清倉標的
SLV
前期市值: US$316.6萬
在 Q1 2026 季度中，Williams Jones Wealth Management, LLC. 共進行了 189 項持倉異動，包含新建倉 17 個部位、加碼 65 個部位、減碼 97 個部位以及清倉 10 個部位。 其中最大新建倉標的為 IQV。 本季清倉部位包含 SLV。
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。