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: 0001729300
申报总市值
US$3.9亿
US$3.9亿
164 檔
12.7%
在 Q1 2026 的 13F 官方备案中，X-Square Capital, LLC 管理的美股投资组合规模来到 US$3.9亿，整体持股档数为 164 档。
在 Q1 2026，X-Square Capital, LLC 操作展现出积极扩展与加仓意向。本季共新建仓 20 个新仓位，并对 91 个既有持股进行加仓（合计增持 111 档），相较减仓与清仓仓位显著占优。
在资产配置集中度方面，X-Square Capital, LLC 的前 5 大核心持股（包含 SPY, IREN, AMD 等）合计占整体申报市值的 12.7%，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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 4.42% | -0.46% | +15.76% | |
| 2 | IREN | IREN Limited | 股票-其他 | 3.58% | +0.16% | +29.16% | |
| 3 | AMD | Advanced Micro Devices | 股票-科技 | 3.13% | +2.31% | +1.42% | |
| 4 | HIMS | Hims & Hers Health Inc | 股票-医疗保健 | 2.94% | +0.80% | -10.29% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.81% | -1.22% | +36.30% | |
| 6 | APP | Applovin Corp-class A | 股票-科技 | 2.25% | +0.54% | +536.05% | |
| 7 | MU | Micron Technology Inc | 股票-科技 | 2.15% | +1.96% | -26.61% | |
| 8 | SU | Suncor Energy Inc | 股票-能源 | 1.96% | -0.40% | +6.12% | |
| 9 | TJX | Tjx Companies Inc | 股票-周期性消费 | 1.77% | -0.47% | +2.00% | |
| 10 | NU | Nu Holdings Ltd. | 股票-金融 | 1.75% | -0.42% | — | |
| 11 | MELI | Mercadolibre Inc | 股票-周期性消费 | 1.71% | -0.42% | -23.55% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 1.63% | -0.22% | +0.24% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.60% | -0.25% | -2.19% | |
| 14 | XPO | Xpo Inc | 股票-工业 | 1.54% | -0.29% | +1.92% | |
| 15 | AMZN | Amazon.com Inc | 股票-周期性消费 | 1.52% | -0.05% | +3.00% | |
| 16 | ASTS | Ast Spacemobile Inc | 股票-科技 | 1.45% | +4.22% | -69.59% | |
| 17 | DUOL | Duolingo | 股票-科技 | 1.43% | -0.17% | +82.33% | |
| 18 | GD | General Dynamics CORP | 股票-工业 | 1.31% | -0.26% | +0.86% | |
| 19 | ORCL | Oracle CORP | 股票-科技 | 1.25% | -0.29% | +90.36% | |
| 20 | AMGN | Amgen Inc | 股票-医疗保健 | 1.25% | -0.25% | -26.98% | |
| 21 | URI | United Rentals Inc | 股票-工业 | 1.24% | +0.25% | +0.24% | |
| 22 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.22% | -0.16% | -43.76% | |
| 23 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密货币 | 1.20% | -0.42% | -0.16% | |
| 24 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.13% | -0.08% | -0.55% | |
| 25 | ABBV | Abbvie Inc | 股票-医疗保健 | 1.04% | -0.08% | -7.75% | |
| 26 | BKNG | Booking Holdings Inc | 股票-周期性消费 | 1.03% | -0.17% | +66.44% | |
| 27 | GNRC | Generac Holdings Inc | 股票-工业 | 1.02% | +0.17% | +3.91% | |
| 28 | AAPL | Apple Inc | 股票-科技 | 1.01% | -0.21% | -3.87% | |
| 29 | PM | Philip Morris International | 股票-非周期性消费 | 1.01% | -0.16% | +0.49% | |
| 30 | MSTR | Strategy Inc | 股票-科技 | 0.97% | -0.97% | EXIT | |
| 31 | EXPE | Expedia Group Inc | 股票-周期性消费 | 0.95% | -0.13% | +5.45% | |
| 32 | CIFR | Cipher Digital Inc | 股票-科技 | 0.95% | -0.84% | +114.78% | |
| 33 | VALE | Vale Sa-sp Adr | 股票-原材料 | 0.92% | -0.24% | +7.82% | |
| 34 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.90% | -0.24% | +2.91% | |
| 35 | TDG | Transdigm Group Inc | 股票-工业 | 0.87% | -0.09% | +3.24% | |
| 36 | CPRT | Copart Inc | 股票-工业 | 0.87% | -0.22% | -14.45% | |
| 37 | TSLA | Tesla Inc | 股票-周期性消费 | 0.86% | -0.12% | +0.88% | |
| 38 | WMT | Walmart Inc | 股票-非周期性消费 | 0.84% | -0.22% | -44.37% | |
| 39 | MSFT | Microsoft CORP | 股票-科技 | 0.81% | -0.09% | +5.82% | |
| 40 | NOC | Northrop Grumman CORP | 股票-工业 | 0.79% | -0.32% | +3.17% | |
| 41 | OXY | Occidental Petroleum CORP | 股票-能源 | 0.76% | -0.33% | +0.20% | |
| 42 | TPL | Texas Pacific Land CORP | 股票-能源 | 0.73% | -0.21% | -0.83% | |
| 43 | ZTAX | X-square Municipal Inc ETF | ETF-其他 | 0.73% | -0.17% | +5.54% | |
| 44 | ROST | Ross Stores Inc | 股票-周期性消费 | 0.72% | -0.18% | — | |
| 45 | ORLY | O'reilly Automotive Inc | 股票-周期性消费 | 0.71% | -0.15% | +4.50% | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.69% | +0.02% | +14.47% | |
| 47 | PEP | Pepsico Inc | 股票-非周期性消费 | 0.68% | -0.19% | +7.28% | |
| 48 | OFG | Ofg Bancorp | 股票-其他 | 0.67% | -0.06% | +2.90% | |
| 49 | FBP | First Bancorp Puerto Rico | 股票-其他 | 0.66% | -0.05% | -2.13% | |
| 50 | CROX | Crocs Inc | 股票-周期性消费 | 0.66% | +0.08% | +4.80% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | APP | Applovin Corp-class A | +1.7% | +536.05% | 加仓 |
| 2 | SU | Suncor Energy Inc | +0.8% | +6.12% | 加仓 |
| 3 | IREN | IREN Limited | +0.6% | +29.16% | 加仓 |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.5% | +15.76% | 加仓 |
| 5 | XPO | Xpo Inc | +0.5% | +1.92% | 加仓 |
| 6 | META | Meta Platforms Inc-class A | +0.5% | +36.30% | 加仓 |
| 7 | CIFR | Cipher Digital Inc | +0.5% | +114.78% | 加仓 |
| 8 | BAK | Braskem Sa-class A- Adr | +0.4% | +170.76% | 加仓 |
| 9 | ORCL | Oracle CORP | +0.4% | +90.36% | 加仓 |
| 10 | GNRC | Generac Holdings Inc | +0.4% | +3.91% | 加仓 |
| 11 | TPL | Texas Pacific Land CORP | +0.3% | -0.83% | 减仓 |
| 12 | OXY | Occidental Petroleum CORP | +0.3% | +0.20% | 加仓 |
| 13 | BKNG | Booking Holdings Inc | +0.3% | +66.44% | 加仓 |
| 14 | VAL | Valaris Limited | +0.2% | +2.29% | 加仓 |
| 15 | VALE | Vale Sa-sp Adr | +0.2% | +7.82% | 加仓 |
| 16 | FIX | Comfort Systems USA Inc | +0.2% | — | 不变 |
| 17 | AMR | Alpha Metallurgical Resource | +0.2% | +117.13% | 加仓 |
| 18 | XOM | Exxon Mobil CORP | +0.2% | +27.19% | 加仓 |
| 19 | NOC | Northrop Grumman CORP | +0.2% | +3.17% | 加仓 |
| 20 | COST | Costco Wholesale CORP | +0.2% | +2.91% | 加仓 |
| 21 | XLE | Ss Energy Select Sector | +0.1% | +5.09% | 加仓 |
| 22 | ASML | ASML Holding N.V. | +0.1% | +5.77% | 加仓 |
| 23 | TJX | Tjx Companies Inc | +0.1% | +2.00% | 加仓 |
| 24 | VLO | Valero Energy CORP | +0.1% | -17.46% | 减仓 |
| 25 | LMT | Lockheed Martin CORP | +0.1% | +1.13% | 加仓 |
| 26 | JNJ | Johnson & Johnson | +0.1% | +2.28% | 加仓 |
| 27 | PEP | Pepsico Inc | +0.1% | +7.28% | 加仓 |
| 28 | MO | Altria Group Inc | +0.1% | +2.30% | 加仓 |
| 29 | VTV | Vanguard Value ETF | +0.1% | +31.23% | 加仓 |
| 30 | FAST | Fastenal Co | +0.1% | +1.90% | 加仓 |
| 31 | EOG | Eog Resources Inc | +0.1% | +4.36% | 加仓 |
| 32 | BJ | Bj's Wholesale Club Holdings | +0.1% | +1.48% | 加仓 |
| 33 | KO | Coca-cola Co/the | +0.1% | +8.97% | 加仓 |
| 34 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +14.47% | 加仓 |
| 35 | GD | General Dynamics CORP | +0.1% | +0.86% | 加仓 |
| 36 | DUOL | Duolingo | +0.1% | +82.33% | 加仓 |
| 37 | AKAM | Akamai Technologies Inc | +0.1% | +5.46% | 加仓 |
| 38 | EME | Emcor Group Inc | +0.1% | — | 不变 |
| 39 | FCX | Freeport-mcmoran Inc | +0.1% | +2.86% | 加仓 |
| 40 | PM | Philip Morris International | +0.1% | +0.49% | 加仓 |
| 41 | KMB | Kimberly-clark CORP | +0.1% | +33.26% | 加仓 |
| 42 | ORLY | O'reilly Automotive Inc | +0.1% | +4.50% | 加仓 |
| 43 | RTX | Rtx CORP | +0.1% | +0.48% | 加仓 |
| 44 | ZTAX | X-square Municipal Inc ETF | +0.1% | +5.54% | 加仓 |
| 45 | VOYG | Voyager Technologies Inc-a | 0% | +69.80% | 加仓 |
| 46 | RIO | Rio Tinto Plc-spon Adr | 0% | +3.91% | 加仓 |
| 47 | CB | Chubb Limited | 0% | +2.36% | 加仓 |
| 48 | QXO | Qxo Inc | 0% | +4.85% | 加仓 |
| 49 | PSX | Phillips 66 | 0% | -5.66% | 减仓 |
| 50 | UNH | Unitedhealth Group Inc | 0% | +32.99% | 加仓 |
根据 SEC 官方 Form 13F 申报备案，X-Square Capital, LLC 在 Q1 2026 季度的美股持仓总市值约为 US$3.9亿，共申报了 164 个公开持股仓位。
在 Q1 2026 季度，X-Square Capital, LLC 按市值排列的前三大核心持股分别为：SPY (4.4%)、IREN (3.6%)、AMD (3.1%)。其中最大持股仓位 SPY 占据整体投资组合约 4.4% 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
NU
市值: US$518.1万
本季最大获利了结 / 清仓标的
ONDS
前期市值: US$292.8万
在 Q1 2026 季度中，X-Square Capital, LLC 共进行了 165 项持仓异动，包含新建仓 20 个仓位、加仓 91 个仓位、减仓 37 个仓位以及清仓 17 个仓位。 其中最大新建仓标的为 NU。 本季清仓仓位包含 ONDS。
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。