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: 0001697748
申報總市值
US$154.0億
US$154.0億
181 檔
20.1%
Q1 2026 季度申報顯示，ARK Investment Management LLC 揭露的美股組合總市值為 US$154.0億，涵蓋 181 個不同之權益投資部位。
ARK Investment Management LLC 在 Q1 2026 進行了結構性的板塊輪動與部位換股。在開立 13 個全新部位及加碼 83 檔持股的同時，亦同步清倉 27 檔並減碼 77 檔標的。
整體而言，ARK Investment Management LLC 的前 5 大持股（包含 TSLA, AMD, CRSP）貢獻了組合市值的 20.1%，形成該機構在 Q1 2026 季度的基本面基石。
本季最大新建倉標的
AVGO
市值: US$1.3億
本季最大獲利了結 / 清倉標的
TTD
前期市值: US$1.1億
| # | 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 | TSLA | Tesla Inc | 股票-循環性消費 | 8.18% | -0.64% | -2.85% | |
| 2 | AMD | Advanced Micro Devices | 股票-科技 | 4.29% | +1.05% | +5.36% | |
| 3 | CRSP | CRISPR Therapeutics AG | 股票-醫療保健 | 4.19% | -0.84% | +7.52% | |
| 4 | SHOP | Shopify Inc - Class A | 股票-科技 | 3.85% | -0.77% | +5.00% | |
| 5 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 3.54% | -1.11% | -3.78% | |
| 6 | TEM | Tempus Ai Inc-cl A | 股票-醫療保健 | 3.38% | +0.39% | +27.13% | |
| 7 | CRCL | Circle Internet Group Inc | 股票-金融 | 3.35% | -1.50% | +8.88% | |
| 8 | HOOD | Robinhood Markets Inc - A | 股票-金融 | 3.24% | +0.17% | +24.90% | |
| 9 | COIN | Coinbase Global Inc -class A | 股票-金融 | 3.22% | -0.84% | -6.65% | |
| 10 | TER | Teradyne Inc | 股票-科技 | 2.87% | -0.84% | -47.16% | |
| 11 | ROKU | Roku Inc | 股票-通訊服務 | 2.81% | -2.28% | -35.05% | |
| 12 | RBLX | Roblox CORP -class A | 股票-通訊服務 | 2.59% | -0.31% | +21.96% | |
| 13 | TWST | Twist Bioscience CORP | 股票-其他 | 2.34% | +0.70% | -16.10% | |
| 14 | BEAM | Beam Therapeutics Inc | 股票-其他 | 2.25% | +0.03% | -2.68% | |
| 15 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.19% | +0.27% | +11.79% | |
| 16 | TXG | 10x Genomics Inc-class A | 股票-其他 | 1.93% | +0.56% | -7.50% | |
| 17 | KTOS | Kratos Defense & Security | 股票-工業 | 1.91% | -0.40% | +1.07% | |
| 18 | ✓ | 股票-其他 | 1.82% | -0.79% | +36.09% | ||
| 19 | DE | Deere & Co | 股票-工業 | 1.75% | -0.13% | -5.41% | |
| 20 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.65% | -0.15% | -16.15% | |
| 21 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.61% | +0.78% | +31.97% | |
| 22 | CRWV | Coreweave Inc-cl A | 股票-科技 | 1.53% | +0.19% | +31.90% | |
| 23 | ACHR | Archer Aviation Inc-a | 股票-工業 | 1.51% | -0.53% | +6.44% | |
| 24 | BMNR | Bitmine Immersion Technologi | 股票-金融 | 1.49% | -0.73% | +2.56% | |
| 25 | XYZ | Block Inc | 股票-金融 | 1.45% | +0.08% | -8.23% | |
| 26 | NTLA | Intellia Therapeutics Inc | 股票-其他 | 1.45% | +0.40% | +2.13% | |
| 27 | NVDA | Nvidia CORP | 股票-科技 | 1.40% | +0.39% | -17.47% | |
| 28 | ARKB | Ark 21shares Bitcoin ETF | ETF-加密貨幣 | 1.17% | -0.35% | -2.52% | |
| 29 | RKLB | Rocket Lab CORP | 股票-工業 | 1.12% | -0.04% | +0.38% | |
| 30 | ILMN | Illumina Inc | 股票-醫療保健 | 1.08% | +0.11% | -26.68% | |
| 31 | NTRA | Natera Inc | 股票-醫療保健 | 1.06% | +0.15% | -6.41% | |
| 32 | LHX | L3harris Technologies Inc | 股票-工業 | 1.05% | -0.24% | +25.82% | |
| 33 | BWXT | Bwx Technologies Inc | 股票-工業 | 0.99% | -0.30% | -6.73% | |
| 34 | AVGO | Broadcom Inc | 股票-科技 | 0.98% | +0.02% | — | |
| 35 | BIDU | Baidu Inc - Spon Adr | 股票-通訊服務 | 0.97% | -0.75% | -3.24% | |
| 36 | RXRX | Recursion Pharmaceuticals-a | 股票-醫療保健 | 0.96% | +0.02% | +7.76% | |
| 37 | AVAV | Aerovironment Inc | 股票-工業 | 0.80% | -0.15% | +29.12% | |
| 38 | VCYT | Veracyte Inc | 股票-其他 | 0.76% | +0.12% | -21.45% | |
| 39 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.76% | -0.69% | +22.79% | |
| 40 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.69% | +0.18% | -48.42% | |
| 41 | WGS | Genedx Holdings CORP | 股票-其他 | 0.66% | +0.06% | +119.10% | |
| 42 | TRMB | Trimble Inc | 股票-科技 | 0.63% | -0.19% | +22.21% | |
| 43 | FIG | Figma Inc-cl A | 股票-其他 | 0.56% | -0.20% | +483.25% | |
| 44 | SOFI | Sofi Technologies Inc | 股票-金融 | 0.47% | -0.03% | -6.58% | |
| 45 | DASH | Doordash Inc - A | 股票-循環性消費 | 0.40% | +0.06% | +12.99% | |
| 46 | ESLT | Elbit Systems Ltd. | 股票-工業 | 0.40% | -0.09% | +5.67% | |
| 47 | JOBY | Joby Aviation, Inc. | 股票-工業 | 0.40% | -0.01% | +83.91% | |
| 48 | PSNL | Personalis Inc | 股票-其他 | 0.39% | +0.33% | +0.83% | |
| 49 | LUNR | Intuitive Machines Inc | 股票-其他 | 0.38% | -0.01% | +15.42% | |
| 50 | TOST | Toast Inc-class A | 股票-科技 | 0.37% | -0.03% | -7.91% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CRCL | Circle Internet Group Inc | +1.2% | +8.88% | 加碼 |
| 2 | TWST | Twist Bioscience CORP | +0.8% | -16.10% | 減碼 |
| 3 | AMD | Advanced Micro Devices | +0.6% | +5.36% | 加碼 |
| 4 | CRWV | Coreweave Inc-cl A | +0.6% | +31.90% | 加碼 |
| 5 | ✓ | +0.6% | +36.09% | 加碼 | |
| 6 | NTLA | Intellia Therapeutics Inc | +0.6% | +2.13% | 加碼 |
| 7 | TXG | 10x Genomics Inc-class A | +0.6% | -7.50% | 減碼 |
| 8 | CRSP | CRISPR Therapeutics AG | +0.5% | +7.52% | 加碼 |
| 9 | GOOG | Alphabet Inc-cl C | +0.5% | +31.97% | 加碼 |
| 10 | LHX | L3harris Technologies Inc | +0.5% | +25.82% | 加碼 |
| 11 | DE | Deere & Co | +0.5% | -5.41% | 減碼 |
| 12 | FIG | Figma Inc-cl A | +0.4% | +483.25% | 加碼 |
| 13 | TEM | Tempus Ai Inc-cl A | +0.4% | +27.13% | 加碼 |
| 14 | AMZN | Amazon.com Inc | +0.3% | +11.79% | 加碼 |
| 15 | BWXT | Bwx Technologies Inc | +0.2% | -6.73% | 減碼 |
| 16 | CAT | Caterpillar Inc | +0.2% | +71.44% | 加碼 |
| 17 | ESLT | Elbit Systems Ltd. | +0.2% | +5.67% | 加碼 |
| 18 | KTOS | Kratos Defense & Security | +0.2% | +1.07% | 加碼 |
| 19 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -16.15% | 減碼 |
| 20 | WGS | Genedx Holdings CORP | +0.1% | +119.10% | 加碼 |
| 21 | BABA | Alibaba Group Holding-sp Adr | +0.1% | +22.79% | 加碼 |
| 22 | LUNR | Intuitive Machines Inc | +0.1% | +15.42% | 加碼 |
| 23 | WRD | Weride Inc-adr | +0.1% | +82.29% | 加碼 |
| 24 | JOBY | Joby Aviation, Inc. | +0.1% | +83.91% | 加碼 |
| 25 | AVAV | Aerovironment Inc | +0.1% | +29.12% | 加碼 |
| 26 | TRMB | Trimble Inc | +0.1% | +22.21% | 加碼 |
| 27 | RKLB | Rocket Lab CORP | +0.1% | +0.38% | 加碼 |
| 28 | TDY | Teledyne Technologies Inc | +0.1% | +16.11% | 加碼 |
| 29 | CCJ | Cameco CORP | +0.1% | +3.61% | 加碼 |
| 30 | AUR | Aurora Innovation Inc | +0.1% | +23.57% | 加碼 |
| 31 | ISRG | Intuitive Surgical Inc | +0.1% | +40.52% | 加碼 |
| 32 | SYM | Symbotic Inc | +0.1% | +21.67% | 加碼 |
| 33 | ARCT | Arcturus Therapeutics Holdin | +0.1% | +6.07% | 加碼 |
| 34 | NFLX | Netflix Inc | +0.1% | +31.19% | 加碼 |
| 35 | HEI | Heico CORP | +0.1% | +132.99% | 加碼 |
| 36 | GRMN | Garmin Ltd. | +0.1% | +40.32% | 加碼 |
| 37 | PRME | Prime Medicine Inc | +0.1% | +16.36% | 加碼 |
| 38 | LMT | Lockheed Martin CORP | 0% | +116.67% | 加碼 |
| 39 | CMPS | Compass Pathways PLC | 0% | +53.11% | 加碼 |
| 40 | IRDM | Iridium Communications Inc | 0% | -39.42% | 減碼 |
| 41 | SNPS | Synopsys Inc | 0% | +21.85% | 加碼 |
| 42 | HON | Honeywell International Inc | 0% | +39.79% | 加碼 |
| 43 | ABSI | Absci CORP | 0% | +9.36% | 加碼 |
| 44 | CDNA | Caredx Inc | 0% | +4.27% | 加碼 |
| 45 | OKLO | Oklo Inc | 0% | +57.44% | 加碼 |
| 46 | NET | Cloudflare Inc - Class A | 0% | -12.59% | 減碼 |
| 47 | KDK | Kodiak Ai Inc | 0% | +42.55% | 加碼 |
| 48 | CERS | Cerus CORP | 0% | +5.28% | 加碼 |
| 49 | CNTN | Canton Strategic Holdings In | 0% | +13.62% | 加碼 |
| 50 | MASS | 908 Devices Inc | 0% | -1.98% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，ARK Investment Management LLC 在 Q1 2026 季度的美股持倉總市值約為 US$154.0億，共申報了 181 個公開持股部位。
在 Q1 2026 季度，ARK Investment Management LLC 按市值排列的前三大核心持股分別為：TSLA (8.2%)、AMD (4.3%)、CRSP (4.2%)。其中最大持股部位 TSLA 佔據整體投資組合約 8.2% 的權重。
在 Q1 2026 季度中，ARK Investment Management LLC 共進行了 200 項持倉異動，包含新建倉 13 個部位、加碼 83 個部位、減碼 77 個部位以及清倉 27 個部位。 其中最大新建倉標的為 AVGO。 本季清倉部位包含 TTD。
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。