13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
AlphaSMO 权威研究指南阅读专题
CIK: 0001706766
申报总市值
US$214.6亿
US$214.6亿
895 檔
17.0%
截至 Q1 2026 季度末，Caption Management, LLC 的美股持仓估值约为 US$214.6亿，全数申报仓位共有 895 档。
在 Q1 2026，Caption Management, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 43 个新仓位，并对 71 个既有持股进行加仓（合计增持 114 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Caption Management, LLC 的前 5 大核心持股（包含 META, NVDA, UTHR 等）合计占整体申报市值的 17.0%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 895 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | META | Meta Platforms Inc-class A | 股票-通信服务 | 7.39% | -2.18% | — | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 4.05% | -0.43% | +41.74% | |
| 3 | UTHR | United Therapeutics CORP | 股票-医疗保健 | 3.99% | -2.09% | +163.12% | |
| 4 | CVNA | Carvana Co | 股票-周期性消费 | 3.15% | -1.07% | +74.82% | |
| 5 | WBD | Warner Bros Discovery Inc | 股票-通信服务 | 2.78% | -0.79% | +72.06% | |
| 6 | AMZN | Amazon.com Inc | 股票-周期性消费 | 2.45% | -0.01% | +75.11% | |
| 7 | OWL | Blue Owl Capital Inc | 股票-金融 | 2.04% | -0.35% | +811.87% | |
| 8 | EA | Electronic Arts Inc | 股票-通信服务 | 2.03% | -0.95% | — | |
| 9 | TSLA | Tesla Inc | 股票-周期性消费 | 1.39% | +0.25% | -0.05% | |
| 10 | TTWO | Take-two Interactive Softwre | 股票-通信服务 | 1.32% | +0.27% | +547.64% | |
| 11 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 1.16% | -0.45% | +143.88% | |
| 12 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 1.15% | -0.94% | +443.88% | |
| 13 | NFLX | Netflix Inc | 股票-通信服务 | 1.14% | -0.87% | +20.31% | |
| 14 | CGON | Cg Oncology Inc | 股票-其他 | 1.09% | +0.06% | +110.72% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 1.03% | +2.04% | +4.66% | |
| 16 | CEG | Constellation Energy | 股票-公用事业 | 0.94% | -0.85% | +1600.81% | |
| 17 | RVMD | Revolution Medicines Inc | 股票-医疗保健 | 0.88% | -0.11% | +110.57% | |
| 18 | IGV | Ishares Expanded Tech-softwa | ETF-科技型 | 0.86% | -0.72% | — | |
| 19 | LITE | Lumentum Holdings Inc | 股票-科技 | 0.73% | -0.02% | +8.13% | |
| 20 | CYTK | Cytokinetics Inc | 股票-医疗保健 | 0.71% | -0.51% | +254.92% | |
| 21 | RDDT | Reddit Inc-cl A | 股票-通信服务 | 0.70% | -0.08% | -14.31% | |
| 22 | BSX | Boston Scientific CORP | 股票-医疗保健 | 0.69% | -0.32% | +128.77% | |
| 23 | CLS | Celestica Inc | 股票-科技 | 0.65% | -0.45% | +32.75% | |
| 24 | AMD | Advanced Micro Devices | 股票-科技 | 0.59% | -0.59% | EXIT | |
| 25 | WMB | Williams Cos Inc | 股票-能源 | 0.58% | -0.29% | +378.94% | |
| 26 | MRNA | Moderna Inc | 股票-医疗保健 | 0.58% | -0.36% | +35.17% | |
| 27 | EWC | Ishares Msci Canada ETF | ETF-其他 | 0.58% | -0.10% | -0.09% | |
| 28 | RCL | Royal Caribbean Cruises Ltd. | 股票-周期性消费 | 0.57% | +0.05% | — | |
| 29 | MP | Mp Materials CORP | 股票-原材料 | 0.57% | -0.02% | -17.90% | |
| 30 | MLYS | Mineralys Therapeutics Inc | 股票-其他 | 0.52% | -0.34% | +33.65% | |
| 31 | WULF | Terawulf Inc | 股票-金融 | 0.47% | +0.44% | -48.91% | |
| 32 | WMT | Walmart Inc | 股票-非周期性消费 | 0.46% | -0.46% | +535.00% | |
| 33 | ASTS | Ast Spacemobile Inc | 股票-科技 | 0.45% | -0.03% | -10.65% | |
| 34 | CVS | Cvs Health CORP | 股票-医疗保健 | 0.45% | -0.35% | +983.50% | |
| 35 | XENE | Xenon Pharmaceuticals Inc | 股票-其他 | 0.45% | -0.25% | +130.67% | |
| 36 | BURL | Burlington Stores Inc | 股票-周期性消费 | 0.45% | -0.24% | +129.73% | |
| 37 | OKE | Oneok Inc | 股票-能源 | 0.44% | -0.44% | EXIT | |
| 38 | UBER | Uber Technologies Inc | 股票-工业 | 0.44% | -0.24% | +372.71% | |
| 39 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.43% | -0.35% | — | |
| 40 | MDGL | Madrigal Pharmaceuticals Inc | 股票-医疗保健 | 0.43% | +0.03% | — | |
| 41 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.43% | -0.15% | -9.00% | |
| 42 | CI | THE Cigna Group | 股票-医疗保健 | 0.43% | -0.22% | — | |
| 43 | COIN | Coinbase Global Inc -class A | 股票-金融 | 0.42% | -0.06% | +6.18% | |
| 44 | EXE | Expand Energy CORP | 股票-能源 | 0.42% | -0.31% | +524.95% | |
| 45 | VRT | Vertiv Holdings Co-a | 股票-工业 | 0.41% | -0.22% | -67.89% | |
| 46 | DDOG | Datadog Inc - Class A | 股票-科技 | 0.41% | +0.50% | +89.69% | |
| 47 | CELC | Celcuity Inc | 股票-其他 | 0.40% | -0.16% | +16.10% | |
| 48 | VALE | Vale Sa-sp Adr | 股票-原材料 | 0.40% | -0.38% | -10.45% | |
| 49 | PRAX | Praxis Precision Medicines I | 股票-其他 | 0.39% | -0.04% | -14.10% | |
| 50 | 430 | Terns Pharmaceuticals Inc | 股票-其他 | 0.38% | -0.38% | EXIT |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | UTHR | United Therapeutics CORP | +2.5% | +163.12% | 加仓 |
| 2 | OWL | Blue Owl Capital Inc | +1.6% | +811.87% | 加仓 |
| 3 | TTWO | Take-two Interactive Softwre | +1% | +547.64% | 加仓 |
| 4 | CEG | Constellation Energy | +0.9% | +1600.81% | 加仓 |
| 5 | UNH | Unitedhealth Group Inc | +0.9% | +443.88% | 加仓 |
| 6 | WBD | Warner Bros Discovery Inc | +0.8% | +72.06% | 加仓 |
| 7 | CGON | Cg Oncology Inc | +0.7% | +110.72% | 加仓 |
| 8 | AMZN | Amazon.com Inc | +0.6% | +75.11% | 加仓 |
| 9 | XBI | Ss Spdr S&p Biotech ETF | +0.6% | +143.88% | 加仓 |
| 10 | RVMD | Revolution Medicines Inc | +0.5% | +110.57% | 加仓 |
| 11 | CYTK | Cytokinetics Inc | +0.5% | +254.92% | 加仓 |
| 12 | NVDA | Nvidia CORP | +0.5% | +41.74% | 加仓 |
| 13 | WMB | Williams Cos Inc | +0.5% | +378.94% | 加仓 |
| 14 | CVS | Cvs Health CORP | +0.4% | +983.50% | 加仓 |
| 15 | WMT | Walmart Inc | +0.4% | +535.00% | 加仓 |
| 16 | 430 | Terns Pharmaceuticals Inc | +0.4% | +1198.10% | 加仓 |
| 17 | EXE | Expand Energy CORP | +0.3% | +524.95% | 加仓 |
| 18 | UBER | Uber Technologies Inc | +0.3% | +372.71% | 加仓 |
| 19 | CVNA | Carvana Co | +0.3% | +74.82% | 加仓 |
| 20 | LITE | Lumentum Holdings Inc | +0.3% | +8.13% | 加仓 |
| 21 | GXO | Gxo Logistics Inc | +0.3% | +1239.76% | 加仓 |
| 22 | TEVA | Teva Pharmaceutical-sp Adr | +0.3% | +771.67% | 加仓 |
| 23 | IMCR | Immunocore Holdings Plc-adr | +0.3% | +1520.22% | 加仓 |
| 24 | MRNA | Moderna Inc | +0.3% | +35.17% | 加仓 |
| 25 | 4XC1 | Kalvista Pharmaceuticals Inc | +0.3% | +1960.95% | 加仓 |
| 26 | XENE | Xenon Pharmaceuticals Inc | +0.3% | +130.67% | 加仓 |
| 27 | UAL | United Airlines Holdings Inc | +0.3% | +528.07% | 加仓 |
| 28 | BURL | Burlington Stores Inc | +0.3% | +129.73% | 加仓 |
| 29 | SIG | Signet Jewelers Limited | +0.3% | +4247.19% | 加仓 |
| 30 | TJX | Tjx Companies Inc | +0.3% | +4483.33% | 加仓 |
| 31 | KRE | Ss Spdr S&p Regional Bank | +0.2% | +248.82% | 加仓 |
| 32 | DAL | Delta Air Lines Inc | +0.2% | +593.69% | 加仓 |
| 33 | PCVX | Vaxcyte Inc | +0.2% | +681.33% | 加仓 |
| 34 | ANET | Arista Networks Inc | +0.2% | +1109.51% | 加仓 |
| 35 | FLG | Flagstar Bank NA | +0.2% | +636.35% | 加仓 |
| 36 | ELV | Elevance Health Inc | +0.2% | +1204.66% | 加仓 |
| 37 | PEP | Pepsico Inc | +0.2% | +437.00% | 加仓 |
| 38 | V | Visa Inc-class A Shares | +0.2% | +478.16% | 加仓 |
| 39 | SLNOEUR | Soleno Therapeutics Inc | +0.2% | +265.70% | 加仓 |
| 40 | CWAN | Clearwater Analytics Holdings, Inc. | +0.2% | +131.69% | 加仓 |
| 41 | LYB | LyondellBasell Industries N.V. | +0.2% | +8063.75% | 加仓 |
| 42 | DOCN | Digitalocean Holdings Inc | +0.2% | +2145.13% | 加仓 |
| 43 | BSX | Boston Scientific CORP | +0.2% | +128.77% | 加仓 |
| 44 | AMD | Advanced Micro Devices | +0.2% | +66.33% | 加仓 |
| 45 | ABBV | Abbvie Inc | +0.1% | +730.43% | 加仓 |
| 46 | DKNG | Draftkings Inc-cl A | +0.1% | +280.78% | 加仓 |
| 47 | FND | Floor & Decor Holdings Inc-a | +0.1% | +173.31% | 加仓 |
| 48 | ADMA | Adma Biologics Inc | +0.1% | +819.64% | 加仓 |
| 49 | AG | First Majestic Silver CORP | +0.1% | +1362.38% | 加仓 |
| 50 | LYV | Live Nation Entertainment In | +0.1% | +434.51% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Caption Management, LLC 在 Q1 2026 季度的美股持仓总市值约为 US$214.6亿，共申报了 895 个公开持股仓位。
在 Q1 2026 季度，Caption Management, LLC 按市值排列的前三大核心持股分别为：META (7.4%)、NVDA (4.0%)、UTHR (4.0%)。其中最大持股仓位 META 占据整体投资组合约 7.4% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
本季最大新建仓标的
META
市值: US$12.7亿
本季最大获利了结 / 清仓标的
AAPL
前期市值: US$2.6亿
在 Q1 2026 季度中，Caption Management, LLC 共进行了 200 项持仓异动，包含新建仓 43 个仓位、加仓 71 个仓位、减仓 57 个仓位以及清仓 29 个仓位。 其中最大新建仓标的为 META。 本季清仓仓位包含 AAPL。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。