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: 0001469219
申報總市值
US$15.6億
US$15.6億
298 檔
17.1%
截至 Q1 2026 季度末，YHB Investment Advisors, Inc. 的美股持倉估值約為 US$15.6億，全數申報部位共有 298 檔。
YHB Investment Advisors, Inc. 在 Q1 2026 進行了結構性的板塊輪動與部位換股。在開立 16 個全新部位及加碼 77 檔持股的同時，亦同步清倉 13 檔並減碼 88 檔標的。
整體而言，YHB Investment Advisors, Inc. 的前 5 大持股（包含 AAPL, MSFT, AMZN）貢獻了組合市值的 17.1%，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 298 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 | 5.92% | +0.21% | -1.80% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 3.94% | -0.88% | +0.07% | |
| 3 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.23% | -0.36% | -0.20% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.13% | +0.16% | -2.32% | |
| 5 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 2.97% | -0.45% | -1.48% | |
| 6 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.79% | -0.01% | -0.84% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 2.76% | +0.22% | -0.53% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 2.65% | +0.16% | -3.19% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.53% | -0.61% | +0.09% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 1.75% | +0.07% | -1.39% | |
| 11 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.68% | -0.11% | +0.08% | |
| 12 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.61% | -0.28% | +2.32% | |
| 13 | LRCX | Lam Research CORP | 股票-科技 | 1.57% | +1.11% | -6.88% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.37% | +0.03% | -0.95% | |
| 15 | ECL | Ecolab Inc | 股票-原物料 | 1.31% | -0.06% | -9.82% | |
| 16 | APH | Amphenol Corp-cl A | 股票-科技 | 1.27% | +0.33% | +0.48% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.22% | +0.08% | -6.63% | |
| 18 | DHR | Danaher CORP | 股票-醫療保健 | 1.20% | -0.08% | +0.56% | |
| 19 | AMGN | Amgen Inc | 股票-醫療保健 | 1.16% | -0.10% | +0.47% | |
| 20 | SYK | Stryker CORP | 股票-醫療保健 | 1.13% | -0.13% | +0.22% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.10% | +0.07% | +2.25% | |
| 22 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.10% | +0.36% | +1.39% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.07% | +0.41% | -4.66% | |
| 24 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.04% | +0.03% | -3.68% | |
| 25 | SMLF | Ishares US Smallcap Equity F | ETF-其他 | 1.03% | +0.24% | +40.61% | |
| 26 | URI | United Rentals Inc | 股票-工業 | 1.02% | +0.39% | -0.77% | |
| 27 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.00% | -0.05% | +6.64% | |
| 28 | HD | Home Depot Inc | 股票-循環性消費 | 0.97% | -0.03% | +3.29% | |
| 29 | SCHG | Schwab US Large-cap Growth | ETF-其他 | 0.96% | — | -9.48% | |
| 30 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.93% | -0.14% | -0.63% | |
| 31 | WMT | Walmart Inc | 股票-非循環性消費 | 0.88% | -0.10% | +0.86% | |
| 32 | IVW | Ishares S&p 500 Growth ETF | ETF-大型股與成長 | 0.88% | +0.08% | +0.09% | |
| 33 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.74% | -0.15% | +0.78% | |
| 34 | WWD | Woodward Inc | 股票-工業 | 0.71% | -0.02% | -6.38% | |
| 35 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.70% | -0.08% | +2.14% | |
| 36 | EAGL | Eagle Capital Select Eqty | ETF-其他 | 0.69% | +0.03% | — | |
| 37 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.69% | -0.04% | -2.08% | |
| 38 | ORCL | Oracle CORP | 股票-科技 | 0.68% | -0.09% | -1.95% | |
| 39 | RTX | Rtx CORP | 股票-工業 | 0.68% | -0.09% | +3.73% | |
| 40 | INTU | Intuit Inc | 股票-科技 | 0.67% | -0.35% | +4.45% | |
| 41 | EQWL | Invesco S&p 100 Equal Weight | ETF-其他 | 0.65% | +0.09% | +34.60% | |
| 42 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.63% | -0.26% | +0.03% | |
| 43 | CMI | Cummins Inc | 股票-工業 | 0.62% | +0.09% | -2.59% | |
| 44 | UNP | Union Pacific CORP | 股票-工業 | 0.61% | +0.03% | -1.15% | |
| 45 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.60% | +0.05% | +4.90% | |
| 46 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.59% | -0.13% | -2.08% | |
| 47 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.58% | +0.01% | +0.14% | |
| 48 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.58% | -0.05% | +3.58% | |
| 49 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.58% | +0.02% | +0.98% | |
| 50 | MINT | Pimco Enhanced Short Maturit | ETF-其他 | 0.57% | -0.04% | +2.13% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | COST | Costco Wholesale CORP | +0.5% | -1.48% | 減碼 |
| 2 | SMLF | Ishares US Smallcap Equity F | +0.3% | +40.61% | 加碼 |
| 3 | LRCX | Lam Research CORP | +0.3% | -6.88% | 減碼 |
| 4 | IGIB | Ishares 5-10y Inv Grade CORP | +0.2% | +164.48% | 加碼 |
| 5 | EQWL | Invesco S&p 100 Equal Weight | +0.2% | +34.60% | 加碼 |
| 6 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +1.39% | 加碼 |
| 7 | CVX | Chevron CORP | +0.2% | +4.27% | 加碼 |
| 8 | IJH | Ishares Core S&p Midcap ETF | +0.2% | -0.53% | 減碼 |
| 9 | XOM | Exxon Mobil CORP | +0.1% | +2.17% | 加碼 |
| 10 | NEE | Nextera Energy Inc | +0.1% | +2.14% | 加碼 |
| 11 | AMGN | Amgen Inc | +0.1% | +0.47% | 加碼 |
| 12 | NBSD | Neuberger Short Duration Inc | +0.1% | +65.50% | 加碼 |
| 13 | WMT | Walmart Inc | +0.1% | +0.86% | 加碼 |
| 14 | ETN | Eaton Corporation plc | +0.1% | +6.30% | 加碼 |
| 15 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +6.64% | 加碼 |
| 16 | NOW | Servicenow Inc | +0.1% | +90.50% | 加碼 |
| 17 | SHEL | Shell Plc-adr | +0.1% | -1.48% | 減碼 |
| 18 | JAAA | Janus Henderson Aaa Clo ETF | +0.1% | +316.16% | 加碼 |
| 19 | WWD | Woodward Inc | +0.1% | -6.38% | 減碼 |
| 20 | SCHD | Schwab US Dvd Equity ETF | +0.1% | -2.08% | 減碼 |
| 21 | JPST | Jpmorgan Ultra-short Income | +0.1% | +2.32% | 加碼 |
| 22 | CASY | Casey's General Stores Inc | +0.1% | +14.82% | 加碼 |
| 23 | GEV | GE Vernova Inc | +0.1% | -5.50% | 減碼 |
| 24 | JNJ | Johnson & Johnson | +0.1% | -0.39% | 減碼 |
| 25 | RTX | Rtx CORP | +0.1% | +3.73% | 加碼 |
| 26 | NFLX | Netflix Inc | +0.1% | +8.51% | 加碼 |
| 27 | LHX | L3harris Technologies Inc | +0.1% | +4.20% | 加碼 |
| 28 | IEMG | Ishares Core Msci Emerging | +0.1% | +4.90% | 加碼 |
| 29 | PSX | Phillips 66 | +0.1% | +1.07% | 加碼 |
| 30 | CSL | Carlisle Cos Inc | +0.1% | +4.32% | 加碼 |
| 31 | GLD | Spdr Gold Shares | +0.1% | -0.78% | 減碼 |
| 32 | TJX | Tjx Companies Inc | +0.1% | -0.63% | 減碼 |
| 33 | LIN | Linde plc | +0.1% | -1.04% | 減碼 |
| 34 | GWW | Ww Grainger Inc | +0.1% | +2.58% | 加碼 |
| 35 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | 0% | +54.23% | 加碼 |
| 36 | COP | Conocophillips | 0% | -4.79% | 減碼 |
| 37 | SMMU | Pimco Shrt Trm Muni Bnd ETF | 0% | +19.37% | 加碼 |
| 38 | WELL | Welltower Inc | 0% | +6.84% | 加碼 |
| 39 | JMST | JPM Ultra-short Muni Income | 0% | +7.25% | 加碼 |
| 40 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | +17.22% | 加碼 |
| 41 | PEP | Pepsico Inc | 0% | -2.13% | 減碼 |
| 42 | UNP | Union Pacific CORP | 0% | -1.15% | 減碼 |
| 43 | CMI | Cummins Inc | 0% | -2.59% | 減碼 |
| 44 | MINT | Pimco Enhanced Short Maturit | 0% | +2.13% | 加碼 |
| 45 | XLE | Ss Energy Select Sector | 0% | +8.22% | 加碼 |
| 46 | MELI | Mercadolibre Inc | 0% | +87.06% | 加碼 |
| 47 | ORLY | O'reilly Automotive Inc | 0% | +12.03% | 加碼 |
| 48 | FAST | Fastenal Co | 0% | -0.74% | 減碼 |
| 49 | HELO | Jpmorgan Hedged Equity ETF | 0% | +20.83% | 加碼 |
| 50 | SAP | Sap Se-sponsored Adr | 0% | +90.93% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，YHB Investment Advisors, Inc. 在 Q1 2026 季度的美股持倉總市值約為 US$15.6億，共申報了 298 個公開持股部位。
在 Q1 2026 季度，YHB Investment Advisors, Inc. 按市值排列的前三大核心持股分別為：AAPL (5.9%)、MSFT (3.9%)、AMZN (3.2%)。其中最大持股部位 AAPL 佔據整體投資組合約 5.9% 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
INTF
市值: US$352.6萬
本季最大獲利了結 / 清倉標的
XLY
前期市值: US$46.8萬
在 Q1 2026 季度中，YHB Investment Advisors, Inc. 共進行了 194 項持倉異動，包含新建倉 16 個部位、加碼 77 個部位、減碼 88 個部位以及清倉 13 個部位。 其中最大新建倉標的為 INTF。 本季清倉部位包含 XLY。
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。