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: 0001833567
申报总市值
US$6.9亿
US$6.9亿
142 檔
42.4%
在 Q1 2026 的 13F 官方备案中，Volterra Technologies LP 管理的美股投资组合规模来到 US$6.9亿，整体持股档数为 142 档。
在 Q1 2026，Volterra Technologies LP 展现出较为审慎的避险与获利了结姿态。本季共减仓 33 个仓位并完全清仓 80 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，Volterra Technologies LP 的前 5 大核心持股（包含 XLV, EFA, XLP 等）合计占整体申报市值的 42.4%，反映机构在主要关键仓位上的权重分布。
| # | 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 | XLV | Ss Health Care Select Sector | ETF-其他 | 10.41% | -2.81% | -31.05% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 9.58% | -5.55% | +206.19% | |
| 3 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 6.74% | -5.20% | +13705.43% | |
| 4 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 4.88% | -3.81% | +993.46% | |
| 5 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-其他 | 4.16% | +1.09% | — | |
| 6 | PANW | Palo Alto Networks Inc | 股票-科技 | 3.00% | -2.88% | +286.54% | |
| 7 | GDX | Vaneck Gold Miners ETF | ETF-避险与商品 | 2.70% | +1.70% | -32.61% | |
| 8 | XLF | Ss Financial Select Sector | ETF-其他 | 2.56% | +0.39% | +2860.24% | |
| 9 | UBER | Uber Technologies Inc | 股票-工业 | 2.29% | -1.05% | — | |
| 10 | ORCL | Oracle CORP | 股票-科技 | 2.07% | -2.01% | — | |
| 11 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 1.93% | +1.59% | +49.66% | |
| 12 | SNOW | Snowflake Inc | 股票-科技 | 1.91% | -1.91% | EXIT | |
| 13 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 1.75% | -0.01% | +278.32% | |
| 14 | RDDT | Reddit Inc-cl A | 股票-通信服务 | 1.71% | -1.71% | EXIT | |
| 15 | DASH | Doordash Inc - A | 股票-周期性消费 | 1.71% | -1.64% | +203.19% | |
| 16 | CRM | Salesforce Inc | 股票-科技 | 1.63% | -1.63% | EXIT | |
| 17 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 1.50% | +0.07% | — | |
| 18 | TTWO | Take-two Interactive Softwre | 股票-通信服务 | 1.46% | -1.18% | — | |
| 19 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.28% | -0.85% | +53.24% | |
| 20 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.26% | -0.01% | -18.00% | |
| 21 | HOOD | Robinhood Markets Inc - A | 股票-金融 | 1.24% | -1.24% | EXIT | |
| 22 | NOW | Servicenow Inc | 股票-科技 | 1.22% | -1.22% | EXIT | |
| 23 | ADBE | Adobe Inc | 股票-科技 | 1.15% | -1.15% | EXIT | |
| 24 | XLI | Ss Industrial Select Sector | ETF-其他 | 1.04% | -0.43% | -12.92% | |
| 25 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 0.96% | -0.06% | -24.25% | |
| 26 | DDOG | Datadog Inc - Class A | 股票-科技 | 0.90% | -0.90% | EXIT | |
| 27 | FAST | Fastenal Co | 股票-工业 | 0.83% | -0.52% | +349.66% | |
| 28 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.82% | -0.32% | — | |
| 29 | MSI | Motorola Solutions Inc | 股票-科技 | 0.79% | -0.79% | EXIT | |
| 30 | CVNA | Carvana Co | 股票-周期性消费 | 0.77% | -0.77% | EXIT | |
| 31 | DG | Dollar General CORP | 股票-非周期性消费 | 0.75% | -0.42% | — | |
| 32 | IBKR | Interactive Brokers Gro-cl A | 股票-金融 | 0.74% | -0.12% | — | |
| 33 | KDP | Keurig Dr Pepper Inc | 股票-非周期性消费 | 0.74% | -0.74% | EXIT | |
| 34 | CFG | Citizens Financial Group | 股票-金融 | 0.71% | -0.57% | — | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.69% | +2.71% | -84.17% | |
| 36 | UNH | Unitedhealth Group Inc | 股票-医疗保健 | 0.64% | -0.64% | EXIT | |
| 37 | ALAB | Astera Labs Inc | 股票-科技 | 0.63% | -0.50% | +1143.95% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.62% | +7.19% | -70.90% | |
| 39 | OKE | Oneok Inc | 股票-能源 | 0.60% | -0.60% | EXIT | |
| 40 | RBLX | Roblox CORP -class A | 股票-通信服务 | 0.60% | -0.13% | +51.40% | |
| 41 | WDAY | Workday Inc-class A | 股票-科技 | 0.59% | -0.59% | EXIT | |
| 42 | PGR | Progressive CORP | 股票-金融 | 0.58% | -0.15% | — | |
| 43 | XME | Ss Spdr S&p Metals Mining | ETF-其他 | 0.58% | -0.58% | EXIT | |
| 44 | COIN | Coinbase Global Inc -class A | 股票-金融 | 0.56% | -0.24% | -50.28% | |
| 45 | XOM | Exxon Mobil CORP | 股票-能源 | 0.54% | -0.54% | EXIT | |
| 46 | GIS | General Mills Inc | 股票-非周期性消费 | 0.52% | -0.43% | +118.93% | |
| 47 | D | Dominion Energy Inc | 股票-公用事业 | 0.50% | -0.50% | EXIT | |
| 48 | MDB | Mongodb Inc | 股票-科技 | 0.48% | -0.48% | EXIT | |
| 49 | FXI | Ishares China Large-cap ETF | ETF-新兴市场 | 0.47% | -0.05% | +33.75% | |
| 50 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 0.46% | -0.46% | EXIT |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | EFA | Ishares Msci Eafe ETF | +7% | +206.19% | 加仓 |
| 2 | XLP | Ss Consumer Staples Sel Sect | +6.7% | +13705.43% | 加仓 |
| 3 | EEM | Ishares Msci Emerging Market | +4.5% | +993.46% | 加仓 |
| 4 | XLF | Ss Financial Select Sector | +2.5% | +2860.24% | 加仓 |
| 5 | PANW | Palo Alto Networks Inc | +2.3% | +286.54% | 加仓 |
| 6 | IBB | Ishares Biotechnology ETF | +1.4% | +278.32% | 加仓 |
| 7 | HOOD | Robinhood Markets Inc - A | +1.1% | +1329.13% | 加仓 |
| 8 | RDDT | Reddit Inc-cl A | +1% | +245.46% | 加仓 |
| 9 | DASH | Doordash Inc - A | +1% | +203.19% | 加仓 |
| 10 | NOW | Servicenow Inc | +0.8% | +283.83% | 加仓 |
| 11 | XLY | Ss Consumer Disc Select Sect | +0.8% | +49.66% | 加仓 |
| 12 | FAST | Fastenal Co | +0.7% | +349.66% | 加仓 |
| 13 | MSI | Motorola Solutions Inc | +0.7% | +495.35% | 加仓 |
| 14 | KDP | Keurig Dr Pepper Inc | +0.6% | +467.18% | 加仓 |
| 15 | ALAB | Astera Labs Inc | +0.6% | +1143.95% | 加仓 |
| 16 | PLTR | Palantir Technologies Inc-a | +0.4% | +53.24% | 加仓 |
| 17 | MDB | Mongodb Inc | +0.4% | +1043.25% | 加仓 |
| 18 | STZ | Constellation Brands Inc-a | +0.4% | +494.45% | 加仓 |
| 19 | OKE | Oneok Inc | +0.3% | +42.45% | 加仓 |
| 20 | GIS | General Mills Inc | +0.3% | +118.93% | 加仓 |
| 21 | CEG | Constellation Energy | +0.3% | +190.74% | 加仓 |
| 22 | CI | THE Cigna Group | +0.2% | +571.12% | 加仓 |
| 23 | LNG | Cheniere Energy Inc | +0.2% | +154.96% | 加仓 |
| 24 | AMGN | Amgen Inc | +0.2% | +104.01% | 加仓 |
| 25 | FSLR | First Solar Inc | +0.2% | +510.83% | 加仓 |
| 26 | RKLB | Rocket Lab CORP | +0.2% | +389.99% | 加仓 |
| 27 | FXI | Ishares China Large-cap ETF | +0.2% | +33.75% | 加仓 |
| 28 | CPRT | Copart Inc | +0.1% | +180.94% | 加仓 |
| 29 | F | Ford Motor Co | +0.1% | +74.30% | 加仓 |
| 30 | ALL | Allstate CORP | +0.1% | +51.47% | 加仓 |
| 31 | XLI | Ss Industrial Select Sector | +0.1% | -12.92% | 减仓 |
| 32 | SRE | Sempra | +0.1% | +43.16% | 加仓 |
| 33 | USB | US Bancorp | +0.1% | +127.02% | 加仓 |
| 34 | XLU | St Sr Utl Sl Se Spdr Etf-usd | 0% | -24.25% | 减仓 |
| 35 | NKE | Nike Inc -cl B | 0% | -60.66% | 减仓 |
| 36 | TER | Teradyne Inc | -0.1% | -81.83% | 减仓 |
| 37 | XLK | Ss Technology Select Sector | -0.1% | -18.00% | 减仓 |
| 38 | MRSH | Marsh & Mclennan Cos | -0.1% | -53.60% | 减仓 |
| 39 | APP | Applovin Corp-class A | -0.1% | -30.46% | 减仓 |
| 40 | YUM | Yum! Brands Inc | -0.2% | -53.71% | 减仓 |
| 41 | IYR | Ishares US Real Estate ETF | -0.2% | -75.41% | 减仓 |
| 42 | SYK | Stryker CORP | -0.3% | -80.71% | 减仓 |
| 43 | ADM | Archer-daniels-midland Co | -0.3% | -73.78% | 减仓 |
| 44 | EBAY | Ebay Inc | -0.3% | -74.33% | 减仓 |
| 45 | AJG | Arthur J Gallagher & Co | -0.4% | -83.03% | 减仓 |
| 46 | GDX | Vaneck Gold Miners ETF | -0.4% | -32.61% | 减仓 |
| 47 | CTAS | Cintas CORP | -0.4% | -87.43% | 减仓 |
| 48 | PAYX | Paychex Inc | -0.5% | -55.25% | 减仓 |
| 49 | CRM | Salesforce Inc | -0.5% | -9.68% | 减仓 |
| 50 | AWK | American Water Works Co Inc | -0.6% | -80.30% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Volterra Technologies LP 在 Q1 2026 季度的美股持仓总市值约为 US$6.9亿，共申报了 142 个公开持股仓位。
在 Q1 2026 季度，Volterra Technologies LP 按市值排列的前三大核心持股分别为：XLV (10.4%)、EFA (9.6%)、XLP (6.7%)。其中最大持股仓位 XLV 占据整体投资组合约 10.4% 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
XOP
市值: US$3425.7万
本季最大获利了结 / 清仓标的
ELV
前期市值: US$1833.8万
在 Q1 2026 季度中，Volterra Technologies LP 共进行了 200 项持仓异动，包含新建仓 55 个仓位、加仓 32 个仓位、减仓 33 个仓位以及清仓 80 个仓位。 其中最大新建仓标的为 XOP。 本季清仓仓位包含 ELV。
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。