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: 0001913464
申報總市值
US$1.2億
US$1.2億
252 檔
10.4%
根據最新整理的 13F 季度數據集，AlphaCentric Advisors LLC 於 Q1 2026 結束時的管理資產規模為 US$1.2億。該機構在本季度申報了 252 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q1 2026，AlphaCentric Advisors LLC 操作展現出積極擴展與加碼意向。本季共新建倉 54 個新部位，並對 56 個既有持股進行加碼（合計增持 110 檔），相較減碼與清倉部位顯著佔優。
檢視投資組合結構，前 5 大主力部位（包含 GILD, RPV, IWD）占據了總市值的 10.4%，展現出該機構在 Q1 2026 的重點資金聚焦與風險分佈特徵。
本季最大新建倉標的
AZN
市值: US$221.5萬
本季最大獲利了結 / 清倉標的
MBB
前期市值: US$247.6萬
僅顯示前 200 大持股（共 252 檔）
| # | 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 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 2.82% | -0.63% | -6.90% | |
| 2 | RPV | Invesco S&p 500 Pure Value E | ETF-大型股與成長 | 2.56% | -1.39% | +38.78% | |
| 3 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 2.52% | -1.33% | +40.66% | |
| 4 | AZN | AstraZeneca PLC | 股票-醫療保健 | 2.21% | -0.38% | — | |
| 5 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 2.20% | -0.09% | +5.75% | |
| 6 | EEFT | Euronet Worldwide Inc | 股票-科技 | 1.85% | -0.61% | — | |
| 7 | INVH | Invitation Homes Inc | 股票-房地產 | 1.81% | +0.06% | -18.89% | |
| 8 | IONS | Ionis Pharmaceuticals Inc | 股票-醫療保健 | 1.47% | -0.43% | +5.74% | |
| 9 | INSM | Insmed Inc | 股票-醫療保健 | 1.45% | -0.39% | +16.95% | |
| 10 | INCY | Incyte CORP | 股票-醫療保健 | 1.34% | +0.05% | +5.75% | |
| 11 | ROIV | Roivant Sciences Ltd. | 股票-醫療保健 | 1.32% | +0.13% | +5.75% | |
| 12 | ARGX | Argenx Se - Adr | 股票-醫療保健 | 1.31% | +0.11% | +25.89% | |
| 13 | NBIX | Neurocrine Biosciences Inc | 股票-醫療保健 | 1.26% | +0.13% | +30.12% | |
| 14 | AXR | Amrep CORP | 股票-其他 | 1.25% | -0.63% | -31.54% | |
| 15 | BFS | Saul Centers Inc | 股票-其他 | 1.14% | -0.03% | +16.67% | |
| 16 | STXS | Stereotaxis Inc | 股票-其他 | 1.10% | -0.23% | — | |
| 17 | AXSM | Axsome Therapeutics Inc | 股票-醫療保健 | 1.09% | +0.26% | +5.75% | |
| 18 | ASND | Ascendis Pharma A/S | 股票-其他 | 1.03% | -1.03% | EXIT | |
| 19 | AMPX | Amprius Technologies Inc | 股票-其他 | 1.01% | -0.42% | +20.00% | |
| 20 | BHR 4.5 06-01-26債券 | Braemar Hotels & Resorts | 債券 | 0.98% | -0.98% | EXIT | |
| 21 | APGE | Apogee Therapeutics Inc | 股票-其他 | 0.96% | +0.34% | +5.75% | |
| 22 | PTGX | Protagonist Therapeutics Inc | 股票-其他 | 0.95% | — | +5.74% | |
| 23 | CTO | Cto Realty Growth Inc | 股票-其他 | 0.93% | -0.29% | +12.00% | |
| 24 | SMA | Smartstop Self Storage Reit | 股票-其他 | 0.91% | -0.22% | +50.00% | |
| 25 | BLDR | Builders Firstsource Inc | 股票-工業 | 0.82% | +0.13% | — | |
| 26 | AMGN | Amgen Inc | 股票-醫療保健 | 0.82% | -0.10% | +5.77% | |
| 27 | INGM | Ingram Micro Holding CORP | 股票-其他 | 0.81% | -0.75% | -15.92% | |
| 28 | RYTM | Rhythm Pharmaceuticals Inc | 股票-其他 | 0.81% | +0.08% | +84.03% | |
| 29 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.81% | -0.22% | +16.67% | |
| 30 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.78% | +0.12% | +171.87% | |
| 31 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.77% | -0.25% | +171.17% | |
| 32 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.77% | — | +18.97% | |
| 33 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.77% | -0.47% | +170.86% | |
| 34 | ROK | Rockwell Automation Inc | 股票-工業 | 0.72% | +0.12% | — | |
| 35 | BIIB | Biogen Inc | 股票-醫療保健 | 0.70% | +0.01% | +5.73% | |
| 36 | PNNT | Pennantpark Investment CORP | 股票-其他 | 0.70% | +0.04% | — | |
| 37 | SNY | Sanofi-adr | 股票-醫療保健 | 0.69% | -0.16% | +5.80% | |
| 38 | JAZZ | Jazz Pharmaceuticals plc | 股票-醫療保健 | 0.67% | +0.07% | +5.73% | |
| 39 | AVAV | Aerovironment Inc | 股票-工業 | 0.67% | -0.16% | +45.76% | |
| 40 | SYM | Symbotic Inc | 股票-工業 | 0.66% | -0.09% | — | |
| 41 | AEVA | Aeva Technologies Inc | 股票-其他 | 0.66% | +0.56% | — | |
| 42 | LUNR | Intuitive Machines Inc | 股票-其他 | 0.65% | -0.20% | -30.00% | |
| 43 | GMED | Globus Medical Inc - A | 股票-醫療保健 | 0.65% | +0.02% | -13.91% | |
| 44 | AAT | American Assets Trust Inc | 股票-其他 | 0.64% | -0.01% | — | |
| 45 | SERV | Serve Robotics Inc | 股票-其他 | 0.63% | -0.07% | — | |
| 46 | AHRT | Ah Realty Trust Inc | 股票-其他 | 0.63% | +0.06% | +91.67% | |
| 47 | EWA | Ishares Msci Australia ETF | ETF-其他 | 0.61% | -0.05% | -2.66% | |
| 48 | BBJP | Jpmorgan Betabuilders Japan | ETF-其他 | 0.61% | -0.03% | -2.08% | |
| 49 | PDYN | Palladyne Ai CORP | 股票-其他 | 0.61% | -0.09% | — | |
| 50 | RCAT | Red Cat Holdings Inc | 股票-其他 | 0.59% | -0.14% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | RPV | Invesco S&p 500 Pure Value E | +0.8% | +38.78% | 加碼 |
| 2 | IWD | Ishares Russell 1000 Value E | +0.8% | +40.66% | 加碼 |
| 3 | AMPX | Amprius Technologies Inc | +0.6% | +20.00% | 加碼 |
| 4 | SHY | Ishares 1-3 Year Treasury Bo | +0.5% | +171.87% | 加碼 |
| 5 | IEF | Ishares 7-10 Year Treasury B | +0.5% | +170.86% | 加碼 |
| 6 | IEI | Ishares 3-7 Year Treasury Bo | +0.5% | +171.17% | 加碼 |
| 7 | ROIV | Roivant Sciences Ltd. | +0.4% | +5.75% | 加碼 |
| 8 | ASND | Ascendis Pharma A/S | +0.3% | +39.78% | 加碼 |
| 9 | SMA | Smartstop Self Storage Reit | +0.3% | +50.00% | 加碼 |
| 10 | L | Loews CORP | +0.3% | +203.18% | 加碼 |
| 11 | RYTM | Rhythm Pharmaceuticals Inc | +0.3% | +84.03% | 加碼 |
| 12 | HCA | Hca Healthcare Inc | +0.2% | +185.07% | 加碼 |
| 13 | MGTX | MeiraGTx Holdings plc | +0.2% | +88.43% | 加碼 |
| 14 | AHRT | Ah Realty Trust Inc | +0.2% | +91.67% | 加碼 |
| 15 | ORKA | Oruka Therapeutics Inc | +0.2% | +5.75% | 加碼 |
| 16 | T | At&t Inc | +0.2% | +53.46% | 加碼 |
| 17 | NBIX | Neurocrine Biosciences Inc | +0.2% | +30.12% | 加碼 |
| 18 | PTGX | Protagonist Therapeutics Inc | +0.2% | +5.74% | 加碼 |
| 19 | BFS | Saul Centers Inc | +0.2% | +16.67% | 加碼 |
| 20 | VZ | Verizon Communications Inc | +0.2% | +133.84% | 加碼 |
| 21 | PDYN | Palladyne Ai CORP | +0.2% | — | 不變 |
| 22 | GILD | Gilead Sciences Inc | +0.2% | -6.90% | 減碼 |
| 23 | APGE | Apogee Therapeutics Inc | +0.2% | +5.75% | 加碼 |
| 24 | GL | Globe Life Inc | +0.1% | +113.76% | 加碼 |
| 25 | KGC | Kinross Gold CORP | +0.1% | +48.26% | 加碼 |
| 26 | INSM | Insmed Inc | +0.1% | +16.95% | 加碼 |
| 27 | EWTX | Edgewise Therapeutics Inc | +0.1% | +6.20% | 加碼 |
| 28 | CAH | Cardinal Health Inc | +0.1% | +43.57% | 加碼 |
| 29 | ARGX | Argenx Se - Adr | +0.1% | +25.89% | 加碼 |
| 30 | AGIO | Agios Pharmaceuticals Inc | +0.1% | +6.32% | 加碼 |
| 31 | IVZ | Invesco Ltd. | +0.1% | +71.10% | 加碼 |
| 32 | CTO | Cto Realty Growth Inc | +0.1% | +12.00% | 加碼 |
| 33 | JAZZ | Jazz Pharmaceuticals plc | +0.1% | +5.73% | 加碼 |
| 34 | AMGN | Amgen Inc | +0.1% | +5.77% | 加碼 |
| 35 | ABBV | Abbvie Inc | +0.1% | +18.97% | 加碼 |
| 36 | CGEM | Cullinan Therapeutics Inc | +0.1% | +5.75% | 加碼 |
| 37 | COR | Cencora Inc | +0.1% | +35.68% | 加碼 |
| 38 | VRTX | Vertex Pharmaceuticals Inc | +0.1% | +5.75% | 加碼 |
| 39 | B | Barrick Mining CORP | +0.1% | +63.44% | 加碼 |
| 40 | MBOT | Microbot Medical Inc | +0.1% | — | 不變 |
| 41 | SION | Sionna Therapeutics Inc | +0.1% | +77.13% | 加碼 |
| 42 | TECX | Tectonic Therapeutic Inc | +0.1% | +5.76% | 加碼 |
| 43 | CPRX | Catalyst Pharmaceuticals Inc | +0.1% | +5.75% | 加碼 |
| 44 | AVAV | Aerovironment Inc | +0.1% | +45.76% | 加碼 |
| 45 | BIIB | Biogen Inc | +0.1% | +5.73% | 加碼 |
| 46 | BKLN | Invesco Senior Loan ETF | +0.1% | +17.28% | 加碼 |
| 47 | RZLT | Rezolute Inc | +0.1% | +6.22% | 加碼 |
| 48 | CF | Cf Industries Holdings Inc | +0.1% | +4.02% | 加碼 |
| 49 | NEM | Newmont CORP | +0.1% | +5.22% | 加碼 |
| 50 | NRIX | Nurix Therapeutics Inc | +0.1% | +41.01% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，AlphaCentric Advisors LLC 在 Q1 2026 季度的美股持倉總市值約為 US$1.2億，共申報了 252 個公開持股部位。
在 Q1 2026 季度，AlphaCentric Advisors LLC 按市值排列的前三大核心持股分別為：GILD (2.8%)、RPV (2.6%)、IWD (2.5%)。其中最大持股部位 GILD 佔據整體投資組合約 2.8% 的權重。
在 Q1 2026 季度中，AlphaCentric Advisors LLC 共進行了 189 項持倉異動，包含新建倉 54 個部位、加碼 56 個部位、減碼 30 個部位以及清倉 49 個部位。 其中最大新建倉標的為 AZN。 本季清倉部位包含 MBB。
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。
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。
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。