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: 0001728201
申報總市值
US$64.3億
US$64.3億
102 檔
20.6%
截至 Q1 2026 季度末，Aequim Alternative Investments LP 的美股持倉估值約為 US$64.3億，全數申報部位共有 102 檔。
觀察 Q1 2026 的申報異動，Aequim Alternative Investments LP 採取了強勁的買進策略，建倉與加碼動作（合計 49 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
檢視投資組合結構，前 5 大主力部位（包含 WDC 3 11-15-28, BABA 0.5 06-01-31, ECHO 3.875 11-30-30）占據了總市值的 20.6%，展現出該機構在 Q1 2026 的重點資金聚焦與風險分佈特徵。
| # | 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 | WDC 3 11-15-28債券 | Western Digital CORP | 債券 | 7.71% | +8.19% | +94.74% | |
| 2 | BABA 0.5 06-01-31債券 | Alibaba Group Holding | 債券 | 4.89% | -1.22% | — | |
| 3 | ECHO 3.875 11-30-30債券 | Echostar CORP | 債券 | 4.78% | -1.43% | +181.63% | |
| 4 | HPE 7.625 09-01-27債券 | Hp Enterprise Co | 債券 | 4.38% | +2.99% | +7.03% | |
| 5 | STX 3.5 06-01-28債券 | Seagate Hdd Cayman | 債券 | 3.99% | -3.99% | EXIT | |
| 6 | EVRG 4.5 12-15-27債券 | Evergy Inc | 債券 | 3.51% | -0.55% | — | |
| 7 | SNOW 0 10-01-27債券 | Snowflake Inc | 債券 | 3.36% | -0.26% | — | |
| 8 | VTR 3.75 06-01-26債券 | Ventas Realty LP | 債券 | 3.15% | -3.15% | EXIT | |
| 9 | WEC 4.375 06-01-29債券 | Wec Energy Group Inc | 債券 | 2.96% | -0.36% | — | |
| 10 | RIVN 3.625 10-15-30債券 | Rivian Auto Inc | 債券 | 2.89% | -0.32% | +4.38% | |
| 11 | TXNM 5.75 06-01-54債券 | Txnm Energy Inc | 債券 | 2.84% | -0.35% | — | |
| 12 | BRKR 6.375 09-01-28債券 | Bruker CORP | 債券 | 2.79% | +1.23% | +33.69% | |
| 13 | CNP 4.25 08-15-26債券 | Centerpoint Energy Inc | 債券 | 2.47% | -0.46% | — | |
| 14 | DUK 4.125 04-15-26債券 | Duke Energy CORP | 債券 | 2.14% | -2.14% | EXIT | |
| 15 | ORCL 6.5 01-15-29 D債券 | Oracle CORP | 債券 | 2.00% | +0.86% | — | |
| 16 | AKAM 1.125 02-15-29債券 | Akamai Technologies Inc | 債券 | 1.89% | -1.89% | EXIT | |
| 17 | PCG 6 12-01-27 A債券 | Pg&e CORP | 債券 | 1.83% | -0.42% | +10.00% | |
| 18 | ALB 7.25 03-01-27債券 | Albemarle CORP | 債券 | 1.81% | +0.10% | — | |
| 19 | TCOM 0.75 06-15-29債券 | Trip.com Group LTD | 債券 | 1.81% | -0.66% | -13.04% | |
| 20 | UGI 5 06-01-28債券 | Ugi CORP | 債券 | 1.77% | -0.94% | -10.34% | |
| 21 | IDCC 3.5 06-01-27債券 | Interdigital Inc | 債券 | 1.69% | -0.42% | — | |
| 22 | AWK 3.625 06-15-26債券 | American Water Capital C | 債券 | 1.61% | -1.61% | EXIT | |
| 23 | GVA 3.25 06-15-30債券 | Granite Construction Inc | 債券 | 1.60% | -0.43% | +42.86% | |
| 24 | WEC 4.375 06-01-27債券 | Wec Energy Group Inc | 債券 | 1.58% | -0.31% | — | |
| 25 | RGEN 1 12-15-28債券 | Repligen CORP | 債券 | 1.54% | -0.34% | — | |
| 26 | CMS 3.375 05-01-28債券 | Cms Energy CORP | 債券 | 1.54% | -0.33% | -6.67% | |
| 27 | ETSY 0.125 10-01-26債券 | Etsy Inc | 債券 | 1.52% | +0.03% | — | |
| 28 | GH 1.25 02-15-31債券 | Guardant Health Inc | 債券 | 1.39% | +0.08% | +6.24% | |
| 29 | LYV 3.125 01-15-29債券 | Live Nation Entertainmen | 債券 | 1.33% | +0.68% | +12.99% | |
| 30 | ITGR 1.875 03-15-30債券 | Integer Holdings CORP | 債券 | 1.26% | -0.20% | — | |
| 31 | PCG 4.25 12-01-27債券 | Pg&e CORP | 債券 | 1.23% | -0.26% | — | |
| 32 | U 0 03-15-30債券 | Unity Software Inc | 債券 | 1.16% | -0.19% | — | |
| 33 | MCHP 7.5 03-15-28債券 | Microchip Technology Inc | 債券 | 1.16% | +0.87% | — | |
| 34 | NEE 7.375 02-15-29債券 | Nextera Energy Inc | 債券 | 1.08% | -0.04% | — | |
| 35 | GWRE 1.25 11-01-29債券 | Guidewire Software Inc | 債券 | 1.06% | -0.09% | -13.76% | |
| 36 | NOVT 6.5 11-01-28債券 | Novanta Inc | 債券 | 1.04% | +0.45% | +42.86% | |
| 37 | ITRI 1.375 07-15-30債券 | Itron Inc | 債券 | 0.98% | -0.05% | — | |
| 38 | JAZZ 3.125 09-15-30債券 | Jazz Investments I LTD | 債券 | 0.96% | -0.30% | +75.00% | |
| 39 | NEE 7.299 06-01-27債券 | Nextera Energy Inc | 債券 | 0.79% | +0.11% | — | |
| 40 | BSY 0.375 07-01-27債券 | Bentley Systems | 債券 | 0.78% | -0.12% | +102.38% | |
| 41 | MIRM 4 05-01-29債券 | Mirum Pharmaceuticals | 債券 | 0.70% | -0.55% | +100.00% | |
| 42 | PRGS 1 04-15-26債券 | Progress Software CORP | 債券 | 0.58% | -0.58% | EXIT | |
| 43 | SMCI 2.25 07-15-28債券 | Super Micro Computer Inc | 債券 | 0.51% | -0.51% | EXIT | |
| 44 | PPL 2.875 03-15-28債券 | Ppl Capital Funding Inc | 債券 | 0.49% | -0.11% | -4.44% | |
| 45 | WHR 8.5 02-15-29 A債券 | Whirlpool CORP | 債券 | 0.48% | +0.48% | — | |
| 46 | VRNS 1 09-15-29債券 | Varonis System Inc | 債券 | 0.47% | -0.05% | +175.00% | |
| 47 | ALHC 4.25 11-15-29債券 | Alignment Healthcare | 債券 | 0.41% | -0.01% | — | |
| 48 | PPL 7 02-15-29債券 | Ppl Corporation | 債券 | 0.40% | +0.10% | — | |
| 49 | EA | Electronic Arts Inc | 股票-通訊服務 | 0.39% | -0.07% | +43.22% | |
| 50 | MKSI | Mks Inc | 股票-科技 | 0.38% | +0.25% | +198.94% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | WDC 3 11-15-28債券 | Western Digital CORP | +5.1% | +94.74% | 加碼 |
| 2 | ECHO 3.875 11-30-30債券 | Echostar CORP | +3.2% | +181.63% | 加碼 |
| 3 | GVA 3.25 06-15-30債券 | Granite Construction Inc | +0.5% | +42.86% | 加碼 |
| 4 | AKAM 1.125 02-15-29債券 | Akamai Technologies Inc | +0.5% | +17.24% | 加碼 |
| 5 | JAZZ 3.125 09-15-30債券 | Jazz Investments I LTD | +0.4% | +75.00% | 加碼 |
| 6 | BSY 0.375 07-01-27債券 | Bentley Systems | +0.4% | +102.38% | 加碼 |
| 7 | MIRM 4 05-01-29債券 | Mirum Pharmaceuticals | +0.4% | +100.00% | 加碼 |
| 8 | VTR 3.75 06-01-26債券 | Ventas Realty LP | +0.4% | +9.20% | 加碼 |
| 9 | MKSI | Mks Inc | +0.3% | +198.94% | 加碼 |
| 10 | VRNS 1 09-15-29債券 | Varonis System Inc | +0.3% | +175.00% | 加碼 |
| 11 | EVRG 4.5 12-15-27債券 | Evergy Inc | +0.3% | — | 不變 |
| 12 | NOVT 6.5 11-01-28債券 | Novanta Inc | +0.3% | +42.86% | 加碼 |
| 13 | IREN 3.25 06-15-30債券 | Iren LTD | +0.3% | +571.30% | 加碼 |
| 14 | PCG 6 12-01-27 A債券 | Pg&e CORP | +0.2% | +10.00% | 加碼 |
| 15 | CRWV | Coreweave Inc-cl A | +0.2% | +155.60% | 加碼 |
| 16 | LYV 3.125 01-15-29債券 | Live Nation Entertainmen | +0.2% | +12.99% | 加碼 |
| 17 | CNP 4.25 08-15-26債券 | Centerpoint Energy Inc | +0.2% | — | 不變 |
| 18 | SO | Southern Co/the | +0.1% | +275.79% | 加碼 |
| 19 | ETSY | Etsy Inc | +0.1% | +465.21% | 加碼 |
| 20 | WEC 4.375 06-01-29債券 | Wec Energy Group Inc | +0.1% | — | 不變 |
| 21 | EA | Electronic Arts Inc | +0.1% | +43.22% | 加碼 |
| 22 | RWT 7.75 06-15-27債券 | Redwood Trust Inc | +0.1% | +129.41% | 加碼 |
| 23 | DUK 4.125 04-15-26債券 | Duke Energy CORP | +0.1% | — | 不變 |
| 24 | BRKR 6.375 09-01-28債券 | Bruker CORP | +0.1% | +33.69% | 加碼 |
| 25 | HPE 7.625 09-01-27債券 | Hp Enterprise Co | +0.1% | +7.03% | 加碼 |
| 26 | WEC 4.375 06-01-27債券 | Wec Energy Group Inc | +0.1% | — | 不變 |
| 27 | AEIS 2.5 09-15-28債券 | Advanced Energy Ind | +0.1% | — | 不變 |
| 28 | SIRI | Sirius Xm Holdings Inc | +0.1% | +34.12% | 加碼 |
| 29 | NEE 7.299 06-01-27債券 | Nextera Energy Inc | +0.1% | — | 不變 |
| 30 | FLR | Fluor CORP | 0% | — | 不變 |
| 31 | AWK 3.625 06-15-26債券 | American Water Capital C | 0% | +3.99% | 加碼 |
| 32 | NTNX | Nutanix Inc - A | 0% | +50.13% | 加碼 |
| 33 | CAKE | Cheesecake Factory Inc/the | 0% | — | 不變 |
| 34 | FE 4 05-01-26債券 | Firstenergy CORP | 0% | — | 不變 |
| 35 | PPL 2.875 03-15-28債券 | Ppl Capital Funding Inc | — | -4.44% | 減碼 |
| 36 | CORZW | Core Scientific Inc - 27 | — | — | 不變 |
| 37 | LPSN | Liveperson Inc | — | — | 不變 |
| 38 | NWL | Newell Brands Inc | — | — | 不變 |
| 39 | BAX | Baxter International Inc | — | — | 不變 |
| 40 | ENPH 0 03-01-28債券 | Enphase Energy Inc | — | — | 不變 |
| 41 | OMF | Onemain Holdings Inc | — | — | 不變 |
| 42 | HALO 0.25 03-01-27債券 | Halozyme Therapeutics In | — | — | 不變 |
| 43 | ADNT | Adient plc | — | — | 不變 |
| 44 | EPR 9 PERP E債券 | Epr Properties | — | — | 不變 |
| 45 | ETSY 0.25 06-15-28債券 | Etsy Inc | — | — | 不變 |
| 46 | ASTLW | Algoma Steel Group Inc -cw26 | — | — | 不變 |
| 47 | RPAY | Repay Holdings CORP | 0% | — | 不變 |
| 48 | PSN | Parsons CORP | 0% | — | 不變 |
| 49 | NWSA | News CORP - Class A | 0% | — | 不變 |
| 50 | EPR 5.75 PERP C債券 | Epr Properties | 0% | — | 不變 |
根據 SEC 官方 Form 13F 申報備案，Aequim Alternative Investments LP 在 Q1 2026 季度的美股持倉總市值約為 US$64.3億，共申報了 102 個公開持股部位。
在 Q1 2026 季度，Aequim Alternative Investments LP 按市值排列的前三大核心持股分別為：WDC 3 11-15-28 (7.7%)、BABA 0.5 06-01-31 (4.9%)、ECHO 3.875 11-30-30 (4.8%)。其中最大持股部位 WDC 3 11-15-28 佔據整體投資組合約 7.7% 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
ORCL 6.5 01-15-29 D
市值: US$1.0億
本季最大獲利了結 / 清倉標的
F 0 03-15-26
前期市值: US$1.8億
在 Q1 2026 季度中，Aequim Alternative Investments LP 共進行了 81 項持倉異動，包含新建倉 22 個部位、加碼 27 個部位、減碼 9 個部位以及清倉 23 個部位。 其中最大新建倉標的為 ORCL 6.5 01-15-29 D。 本季清倉部位包含 F 0 03-15-26。
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。