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: 0001595521
申報總市值
US$5.1億
US$5.1億
170 檔
27.3%
Aristides Capital LLC 在 Q1 2026 季度的美股部位總計估值為 US$5.1億，分散於 170 個持倉標的之中，反映其市場參與廣度與投資規模。
從 Q1 2026 申報觀察，Aristides Capital LLC 採取防禦導向的調倉策略，本季減碼 19 檔個股並出清 97 檔部位，顯示機構在該時期進行風險控制與流動性回收。
從部位權重觀察，前 5 大標的（包含 Spdr S&P 500 Etf Tr Put Option, SPY, D-WAVE QUANTUM INC）累計市值佔比達 27.3%，是驅動 Aristides Capital LLC 該季度整體投資組合績效表現的核心支柱。
| # | 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 | ✓ | Spdr S&P 500 Etf Tr Put Option | ETF-大型股與成長 | 15.92% | -15.92% | EXIT | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 5.05% | +0.09% | -1.65% | |
| 3 | ✓ | D-wave Quantum Inc | 股票-其他 | 3.29% | +2.18% | -21.07% | |
| 4 | TSLA | Tesla, Inc. | 股票-循環性消費 | 3.22% | +1.69% | -33.33% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.86% | +0.21% | -13.59% | |
| 6 | ✓ | Ituran Location And Control | 股票-其他 | 2.81% | -0.98% | -6.58% | |
| 7 | ✓ | Cvr Partners LP | 股票-其他 | 2.74% | -2.74% | EXIT | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.29% | +4.98% | +12.31% | |
| 9 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密貨幣 | 2.19% | -1.27% | -17.94% | |
| 10 | DAL | Delta Air Lines Inc | 股票-工業 | 2.06% | +0.76% | +14.43% | |
| 11 | ✓ | Axt Inc | 股票-其他 | 2.03% | +1.16% | — | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.95% | -1.95% | EXIT | |
| 13 | TPB | Turning Point Brands Inc | 股票-其他 | 1.94% | -0.05% | +19.94% | |
| 14 | BKUTK | Bank Utica N Y | 股票-其他 | 1.75% | -0.09% | -3.03% | |
| 15 | PAAS | Pan American Silver CORP | 股票-原物料 | 1.68% | -0.34% | — | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 1.63% | -0.04% | +14.45% | |
| 17 | CRC | California Resources CORP | 股票-能源 | 1.39% | -0.44% | -43.59% | |
| 18 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 1.35% | +0.04% | +5656.99% | |
| 19 | JOUT | Johnson Outdoors Inc-a | 股票-其他 | 1.31% | -0.29% | +14.89% | |
| 20 | ACN | Accenture plc | 股票-科技 | 1.30% | -0.51% | +15.26% | |
| 21 | CRI | Carter's Inc | 股票-其他 | 1.27% | -0.05% | +123.32% | |
| 22 | CGCFU | Cartesian Growth Corporation IV Unit | 股票-其他 | 1.26% | -1.26% | EXIT | |
| 23 | META | Meta Platforms, Inc. | 股票-通訊服務 | 1.24% | -1.24% | EXIT | |
| 24 | EVTC | Evertec Inc | 股票-其他 | 1.14% | -0.05% | +38.70% | |
| 25 | APP | AppLovin Corporation | 股票-科技 | 1.11% | +0.18% | — | |
| 26 | ETON | Eton Pharmaceuticals Inc | 股票-其他 | 0.99% | +0.03% | +15.24% | |
| 27 | IBIT | iShares Bitcoin Trust ETF | ETF-加密貨幣 | 0.98% | -0.98% | EXIT | |
| 28 | MPTI | M-tron Industries Inc | 股票-其他 | 0.95% | -0.16% | +21.50% | |
| 29 | RCKY | Rocky Brands Inc | 股票-其他 | 0.95% | +0.54% | +264.61% | |
| 30 | ITIC | Investors Title Co | 股票-其他 | 0.89% | +0.20% | +13.63% | |
| 31 | TOST | Toast Inc-class A | 股票-科技 | 0.83% | +0.26% | — | |
| 32 | ACN | Accenture plc | 股票-科技 | 0.77% | -0.77% | EXIT | |
| 33 | ACIW | Aci Worldwide Inc | 股票-科技 | 0.77% | +0.14% | +92.70% | |
| 34 | HD | Home Depot Inc | 股票-循環性消費 | 0.76% | +0.03% | +15.52% | |
| 35 | SSD | Simpson Manufacturing Co Inc | 股票-原物料 | 0.75% | +0.14% | +176.60% | |
| 36 | AKAM | Akamai Technologies Inc | 股票-科技 | 0.70% | -0.20% | -33.30% | |
| 37 | HSAI | Hesai Group | 股票-其他 | 0.67% | -0.05% | +27.90% | |
| 38 | ✓ | Solaris Oilfield Infrstr Inc | 股票-其他 | 0.64% | +0.17% | -64.24% | |
| 39 | IRMD | Iradimed CORP | 股票-其他 | 0.63% | -0.03% | +8.47% | |
| 40 | ✓ | Ionq Inc | 股票-其他 | 0.62% | +0.42% | -76.44% | |
| 41 | CCJ | Cameco CORP | 股票-能源 | 0.62% | -0.06% | +9.83% | |
| 42 | MAMA | Mama's Creations Inc | 股票-其他 | 0.62% | -0.32% | -14.90% | |
| 43 | V | Visa Inc-class A Shares | 股票-金融 | 0.60% | +0.06% | +12.32% | |
| 44 | EQT | Eqt CORP | 股票-能源 | 0.59% | -0.11% | +15.47% | |
| 45 | SSNC | Ss&c Technologies Holdings | 股票-科技 | 0.58% | -0.06% | +82.95% | |
| 46 | AVNW | Aviat Networks Inc | 股票-其他 | 0.56% | -0.56% | EXIT | |
| 47 | ABNB | Airbnb Inc-class A | 股票-循環性消費 | 0.56% | -0.14% | +13.94% | |
| 48 | HCKT | Hackett Group Inc/the | 股票-其他 | 0.56% | -0.11% | +14.45% | |
| 49 | NL | Nli Holdings Inc | 股票-其他 | 0.53% | -0.17% | — | |
| 50 | BKUT | Bank Utica/ny | 股票-其他 | 0.52% | -0.04% | -1.34% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CRI | Carter's Inc | +0.9% | +123.32% | 加碼 |
| 2 | RCKY | Rocky Brands Inc | +0.8% | +264.61% | 加碼 |
| 3 | BKNG | Booking Holdings Inc | +0.7% | +5656.99% | 加碼 |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.7% | -1.65% | 減碼 |
| 5 | ✓ | Ituran Location And Control | +0.7% | -6.58% | 減碼 |
| 6 | IJR | Ishares Core S&p Small-cap E | +0.6% | +15.48% | 加碼 |
| 7 | SSD | Simpson Manufacturing Co Inc | +0.5% | +176.60% | 加碼 |
| 8 | DAL | Delta Air Lines Inc | +0.5% | +14.43% | 加碼 |
| 9 | ETON | Eton Pharmaceuticals Inc | +0.5% | +15.24% | 加碼 |
| 10 | QQQ | Invesco Qqq Trust Series 1 | +0.5% | +12.31% | 加碼 |
| 11 | BKUTK | Bank Utica N Y | +0.5% | -3.03% | 減碼 |
| 12 | JOUT | Johnson Outdoors Inc-a | +0.5% | +14.89% | 加碼 |
| 13 | EVTC | Evertec Inc | +0.5% | +38.70% | 加碼 |
| 14 | MPTI | M-tron Industries Inc | +0.4% | +21.50% | 加碼 |
| 15 | ACIW | Aci Worldwide Inc | +0.4% | +92.70% | 加碼 |
| 16 | BKTI | Bk Technologies CORP | +0.3% | +433.36% | 加碼 |
| 17 | TPB | Turning Point Brands Inc | +0.3% | +19.94% | 加碼 |
| 18 | LYTS | Lsi Industries Inc | +0.3% | +96.60% | 加碼 |
| 19 | SSNC | Ss&c Technologies Holdings | +0.2% | +82.95% | 加碼 |
| 20 | EQT | Eqt CORP | +0.2% | +15.47% | 加碼 |
| 21 | CCJ | Cameco CORP | +0.2% | +9.83% | 加碼 |
| 22 | YUM | Yum! Brands Inc | +0.2% | +35.67% | 加碼 |
| 23 | ✓ | Altc Acquisition CORP | +0.2% | +326.56% | 加碼 |
| 24 | TTC | Toro Co | +0.2% | +50.04% | 加碼 |
| 25 | NVR | Nvr Inc | +0.2% | +62.62% | 加碼 |
| 26 | HD | Home Depot Inc | +0.2% | +15.52% | 加碼 |
| 27 | BKUT | Bank Utica/ny | +0.2% | -1.34% | 減碼 |
| 28 | NPK | National Presto Inds Inc | +0.2% | +165.16% | 加碼 |
| 29 | BBCP | Concrete Pumping Holdings In | +0.2% | +89.63% | 加碼 |
| 30 | HSAI | Hesai Group | +0.2% | +27.90% | 加碼 |
| 31 | NATR | Natures Sunshine Prods Inc | +0.2% | +49.59% | 加碼 |
| 32 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.2% | +14.48% | 加碼 |
| 33 | AVNW | Aviat Networks Inc | +0.2% | +9.57% | 加碼 |
| 34 | LIND | Lindblad Expeditions Holding | +0.2% | +126.23% | 加碼 |
| 35 | BWXT | Bwx Technologies Inc | +0.2% | +7.46% | 加碼 |
| 36 | IRMD | Iradimed CORP | +0.2% | +8.47% | 加碼 |
| 37 | TLYS | Tilly's Inc-class A Shrs | +0.1% | +25.88% | 加碼 |
| 38 | MSFT | Microsoft CORP | +0.1% | +14.45% | 加碼 |
| 39 | SII | Sprott Inc | +0.1% | +11.81% | 加碼 |
| 40 | AB | Alliancebernstein Holding LP | +0.1% | +14.17% | 加碼 |
| 41 | KYN | Kayne Anderson Energy Infra | +0.1% | +24.66% | 加碼 |
| 42 | ARKB | Ark 21shares Bitcoin ETF | +0.1% | +49.05% | 加碼 |
| 43 | CRC | California Resources CORP | +0.1% | -43.59% | 減碼 |
| 44 | KOPN | Kopin CORP | +0.1% | +306.22% | 加碼 |
| 45 | BF-A | Brown-forman Corp-class A | +0.1% | +16.03% | 加碼 |
| 46 | BSM | Black Stone Minerals LP | +0.1% | +19.19% | 加碼 |
| 47 | ACN | Accenture plc | +0.1% | +15.26% | 加碼 |
| 48 | AKAM | Akamai Technologies Inc | +0.1% | -33.30% | 減碼 |
| 49 | AGM-A | Federal Agric Mtg Corp-cl A | 0% | — | 不變 |
| 50 | ACOG | Alpha Cognition Inc | 0% | +1.42% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Aristides Capital LLC 在 Q1 2026 季度的美股持倉總市值約為 US$5.1億，共申報了 170 個公開持股部位。
在 Q1 2026 季度，Aristides Capital LLC 按市值排列的前三大核心持股分別為：Spdr S&P 500 Etf Tr Put Option (15.9%)、SPY (5.0%)、D-WAVE QUANTUM INC (3.3%)。其中最大持股部位 Spdr S&P 500 Etf Tr Put Option 佔據整體投資組合約 15.9% 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
Spdr S&P 500 Etf Tr Put Option
市值: US$7355.3萬
本季最大獲利了結 / 清倉標的
IBIT
前期市值: US$4210.3萬
在 Q1 2026 季度中，Aristides Capital LLC 共進行了 196 項持倉異動，包含新建倉 35 個部位、加碼 45 個部位、減碼 19 個部位以及清倉 97 個部位。 其中最大新建倉標的為 Spdr S&P 500 Etf Tr Put Option。 本季清倉部位包含 IBIT。
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。