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。
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CIK: 0001557017
申报总市值
US$279.8亿
US$279.8亿
474 檔
39.5%
在 Q1 2026 的 13F 官方备案中，Capula Management Ltd 管理的美股投资组合规模来到 US$279.8亿，整体持股档数为 474 档。
在 Q1 2026，Capula Management Ltd 操作展现出积极扩展与加仓意向。本季共新建仓 59 个新仓位，并对 58 个既有持股进行加仓（合计增持 117 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，Capula Management Ltd 的前 5 大核心持股（包含 IVV, SPY, QQQ 等）合计占整体申报市值的 39.5%，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 474 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 42.25% | +11.41% | +1374.64% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 29.40% | -16.00% | +7.37% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.53% | -0.37% | +27.35% | |
| 4 | TSLA | Tesla Inc | 股票-周期性消费 | 2.38% | -0.91% | +200.48% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 1.95% | -1.58% | +70.30% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.62% | -1.07% | — | |
| 7 | FXI | Ishares China Large-cap ETF | ETF-新兴市场 | 0.85% | -0.44% | +357.12% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.82% | -0.75% | -36.42% | |
| 9 | AAPL | Apple Inc | 股票-科技 | 0.54% | -0.40% | -67.39% | |
| 10 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.54% | -0.44% | +120.38% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 0.52% | -0.43% | +45.12% | |
| 12 | CWAN | Clearwater Analytics Holdings, Inc. | 股票-科技 | 0.45% | -0.45% | EXIT | |
| 13 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.36% | -0.36% | EXIT | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.35% | -0.26% | -83.61% | |
| 15 | AVGO | Broadcom Inc | 股票-科技 | 0.34% | +0.52% | +42.62% | |
| 16 | AM6 | Amicus Therapeutics Inc | 股票-其他 | 0.33% | -0.33% | EXIT | |
| 17 | AAUC | Allied Gold CORP | 股票-其他 | 0.31% | -0.25% | — | |
| 18 | LBRDK | Liberty Broadband-c | 股票-通信服务 | 0.30% | -0.25% | +498.16% | |
| 19 | NSC | Norfolk Southern CORP | 股票-工业 | 0.30% | -0.21% | +189.50% | |
| 20 | KVUE | Kenvue Inc | 股票-非周期性消费 | 0.28% | -0.07% | +137.67% | |
| 21 | SDA | Sealed Air CORP | 股票-周期性消费 | 0.27% | -0.27% | EXIT | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.27% | -0.20% | -99.46% | |
| 23 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 0.27% | -0.23% | -90.02% | |
| 24 | WBD | Warner Bros Discovery Inc | 股票-通信服务 | 0.26% | +0.26% | -53.35% | |
| 25 | AES | Aes CORP | 股票-公用事业 | 0.25% | -0.07% | +5115.24% | |
| 26 | HO1 | Hologic Inc | 股票-其他 | 0.25% | -0.25% | EXIT | |
| 27 | GTLS | Chart Industries Inc | 股票-工业 | 0.24% | -0.14% | — | |
| 28 | PEN | Penumbra Inc | 股票-医疗保健 | 0.24% | -0.15% | — | |
| 29 | AMAT | Applied Materials Inc | 股票-科技 | 0.22% | -0.06% | -3.55% | |
| 30 | EA | Electronic Arts Inc | 股票-通信服务 | 0.21% | -0.04% | +12.07% | |
| 31 | KRE | Ss Spdr S&p Regional Bank | ETF-其他 | 0.21% | -0.02% | -44.55% | |
| 32 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.20% | -0.10% | — | |
| 33 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.19% | -0.11% | — | |
| 34 | K4F | Onestream Inc | 股票-其他 | 0.18% | -0.18% | EXIT | |
| 35 | DBRG | Digitalbridge Group Inc | 股票-金融 | 0.18% | -0.18% | EXIT | |
| 36 | MASI* | Masimo CORP | 股票-其他 | 0.18% | -0.18% | EXIT | |
| 37 | KWEB | Kranesh Csi China Internet | ETF-新兴市场 | 0.18% | -0.09% | +45.20% | |
| 38 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.18% | -0.17% | +21.70% | |
| 39 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.17% | +2.21% | -94.43% | |
| 40 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.17% | -0.14% | -74.52% | |
| 41 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.16% | +0.02% | +106.18% | |
| 42 | ✓ | Csg Systems International In | 股票-其他 | 0.15% | -0.15% | EXIT | |
| 43 | EVRG 4.5 12-15-27债券 | Evergy Inc | 债券 | 0.14% | — | +50.00% | |
| 44 | SNCY | Sun Country Airlines Holding | 股票-其他 | 0.14% | -0.14% | EXIT | |
| 45 | MU | Micron Technology Inc | 股票-科技 | 0.14% | -0.08% | +54.21% | |
| 46 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.14% | -0.13% | +17.99% | |
| 47 | PDD | Pdd Holdings Inc | 股票-周期性消费 | 0.12% | +0.96% | -28.40% | |
| 48 | BABA 0.5 06-01-31债券 | Alibaba Group Holding | 债券 | 0.12% | -0.12% | EXIT | |
| 49 | AMD | Advanced Micro Devices | 股票-科技 | 0.12% | -0.06% | +37.15% | |
| 50 | IGV | Ishares Expanded Tech-softwa | ETF-科技型 | 0.12% | +0.03% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +40.1% | +1374.64% | 加仓 |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +9.2% | +7.37% | 加仓 |
| 3 | TSLA | Tesla Inc | +1.7% | +200.48% | 加仓 |
| 4 | NVDA | Nvidia CORP | +1.1% | +70.30% | 加仓 |
| 5 | QQQ | Invesco Qqq Trust Series 1 | +1% | +27.35% | 加仓 |
| 6 | FXI | Ishares China Large-cap ETF | +0.7% | +357.12% | 加仓 |
| 7 | CWAN | Clearwater Analytics Holdings, Inc. | +0.4% | +2052.88% | 加仓 |
| 8 | AMZN | Amazon.com Inc | +0.4% | +120.38% | 加仓 |
| 9 | AM6 | Amicus Therapeutics Inc | +0.3% | +10538.70% | 加仓 |
| 10 | LBRDK | Liberty Broadband-c | +0.3% | +498.16% | 加仓 |
| 11 | AES | Aes CORP | +0.3% | +5115.24% | 加仓 |
| 12 | NSC | Norfolk Southern CORP | +0.2% | +189.50% | 加仓 |
| 13 | KVUE | Kenvue Inc | +0.2% | +137.67% | 加仓 |
| 14 | MSFT | Microsoft CORP | +0.2% | +45.12% | 加仓 |
| 15 | HO1 | Hologic Inc | +0.2% | +137.09% | 加仓 |
| 16 | SDA | Sealed Air CORP | +0.2% | +62.20% | 加仓 |
| 17 | AVGO | Broadcom Inc | +0.2% | +42.62% | 加仓 |
| 18 | AMAT | Applied Materials Inc | +0.1% | -3.55% | 减仓 |
| 19 | PLTR | Palantir Technologies Inc-a | +0.1% | +106.18% | 加仓 |
| 20 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +21.70% | 加仓 |
| 21 | XBI | Ss Spdr S&p Biotech ETF | +0.1% | +1092.42% | 加仓 |
| 22 | INTC | Intel CORP | +0.1% | +159.07% | 加仓 |
| 23 | MU | Micron Technology Inc | +0.1% | +54.21% | 加仓 |
| 24 | EVRG 4.5 12-15-27债券 | Evergy Inc | +0.1% | +50.00% | 加仓 |
| 25 | KWEB | Kranesh Csi China Internet | +0.1% | +45.20% | 加仓 |
| 26 | HD | Home Depot Inc | +0.1% | +107.08% | 加仓 |
| 27 | EA | Electronic Arts Inc | +0.1% | +12.07% | 加仓 |
| 28 | MCD | Mcdonald's CORP | +0.1% | +431.65% | 加仓 |
| 29 | COST | Costco Wholesale CORP | +0.1% | +43.35% | 加仓 |
| 30 | CSCO | Cisco Systems Inc | +0.1% | +411.18% | 加仓 |
| 31 | CRM | Salesforce Inc | +0.1% | +527.23% | 加仓 |
| 32 | TXN | Texas Instruments Inc | +0.1% | +135.72% | 加仓 |
| 33 | SNPS | Synopsys Inc | +0.1% | +289.16% | 加仓 |
| 34 | CVX | Chevron CORP | +0.1% | +48.60% | 加仓 |
| 35 | AMD | Advanced Micro Devices | +0.1% | +37.15% | 加仓 |
| 36 | TJX | Tjx Companies Inc | 0% | +469.58% | 加仓 |
| 37 | BA | Boeing Co/the | 0% | +525.20% | 加仓 |
| 38 | CRWD | Crowdstrike Holdings Inc - A | 0% | +961.21% | 加仓 |
| 39 | SNDK | Sandisk CORP | 0% | +704.83% | 加仓 |
| 40 | GEV | GE Vernova Inc | 0% | +215.83% | 加仓 |
| 41 | XLV | Ss Health Care Select Sector | 0% | +289.85% | 加仓 |
| 42 | DUK | Duke Energy CORP | 0% | +531.09% | 加仓 |
| 43 | DE | Deere & Co | 0% | +356.76% | 加仓 |
| 44 | ADI | Analog Devices Inc | 0% | +31.63% | 加仓 |
| 45 | ASML | ASML Holding N.V. | 0% | +7.43% | 加仓 |
| 46 | 628 | Semrush Holdings Inc-a | 0% | +415.92% | 加仓 |
| 47 | SO | Southern Co/the | 0% | +585.03% | 加仓 |
| 48 | FSLR | First Solar Inc | 0% | +1005.20% | 加仓 |
| 49 | HWM | Howmet Aerospace Inc | 0% | +1335.92% | 加仓 |
| 50 | ADBE | Adobe Inc | 0% | +765.09% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，Capula Management Ltd 在 Q1 2026 季度的美股持仓总市值约为 US$279.8亿，共申报了 474 个公开持股仓位。
在 Q1 2026 季度，Capula Management Ltd 按市值排列的前三大核心持股分别为：IVV (42.3%)、SPY (29.4%)、QQQ (2.5%)。其中最大持股仓位 IVV 占据整体投资组合约 42.3% 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
IWM
市值: US$2.3亿
本季最大获利了结 / 清仓标的
IBIT
前期市值: US$4.7亿
在 Q1 2026 季度中，Capula Management Ltd 共进行了 200 项持仓异动，包含新建仓 59 个仓位、加仓 58 个仓位、减仓 47 个仓位以及清仓 36 个仓位。 其中最大新建仓标的为 IWM。 本季清仓仓位包含 IBIT。
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。