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: 0001218710
申報總市值
US$802.2億
US$802.2億
2150 檔
15.0%
截至 Q1 2026 季度末，Balyasny Asset Management L.p. 的美股持倉估值約為 US$802.2億，全數申報部位共有 2150 檔。
Q1 2026 的申報記錄反映 Balyasny Asset Management L.p. 的板塊替換策略：機構本季推動了 95 筆增持與 105 筆減持，籌碼呈現明顯的結構重組。
檢視投資組合結構，前 5 大主力部位（包含 SPY, QQQ, IWM）占據了總市值的 15.0%，展現出該機構在 Q1 2026 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 2150 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 5.18% | -1.93% | +231.92% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.55% | -0.28% | +13.76% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.62% | -0.72% | +22.37% | |
| 4 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.21% | -0.88% | +66.85% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.07% | +0.47% | -11.03% | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 1.88% | +0.05% | -11.38% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 1.85% | +0.09% | +34.20% | |
| 8 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.09% | -0.01% | -20.87% | |
| 9 | WBD | Warner Bros Discovery Inc | 股票-通訊服務 | 1.00% | -0.18% | +122.93% | |
| 10 | RTX | Rtx CORP | 股票-工業 | 0.93% | -0.66% | +6384.95% | |
| 11 | XLFI | Ss Financial Ss Spdr Prm Inc | ETF-其他 | 0.89% | -0.89% | EXIT | |
| 12 | XLE | Ss Energy Select Sector | ETF-其他 | 0.86% | -0.29% | +16.05% | |
| 13 | LITE 0.5 06-15-28債券 | Lumentum Holdings Inc | 債券 | 0.71% | -0.71% | EXIT | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 0.68% | +0.12% | -58.19% | |
| 15 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.65% | -0.48% | +573.48% | |
| 16 | GDX | Vaneck Gold Miners ETF | ETF-避險與商品 | 0.62% | -0.09% | -7.14% | |
| 17 | TSLA | Tesla Inc | 股票-循環性消費 | 0.60% | +0.13% | -58.81% | |
| 18 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.60% | -0.39% | +2905.38% | |
| 19 | KVUE | Kenvue Inc | 股票-非循環性消費 | 0.57% | -0.10% | -4.72% | |
| 20 | TXNM | Txnm Energy Inc | 股票-公用事業 | 0.54% | -0.04% | +108.87% | |
| 21 | NSC | Norfolk Southern CORP | 股票-工業 | 0.51% | -0.07% | -19.30% | |
| 22 | KRE | Ss Spdr S&p Regional Bank | ETF-其他 | 0.50% | -0.02% | -14.50% | |
| 23 | HO1 | Hologic Inc | 股票-其他 | 0.46% | -0.46% | EXIT | |
| 24 | PFE | Pfizer Inc | 股票-醫療保健 | 0.46% | -0.34% | +14.84% | |
| 25 | ROST | Ross Stores Inc | 股票-循環性消費 | 0.45% | -0.33% | -0.02% | |
| 26 | NFLX | Netflix Inc | 股票-通訊服務 | 0.44% | -0.22% | +34.84% | |
| 27 | TGT | Target CORP | 股票-循環性消費 | 0.43% | -0.26% | +683.08% | |
| 28 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.42% | +0.19% | +107.04% | |
| 29 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 0.42% | -0.17% | +1934.68% | |
| 30 | CWAN | Clearwater Analytics Holdings, Inc. | 股票-科技 | 0.42% | -0.42% | EXIT | |
| 31 | XOM | Exxon Mobil CORP | 股票-能源 | 0.41% | — | -27.14% | |
| 32 | CTRA | Coterra Energy Inc | 股票-能源 | 0.41% | -0.41% | EXIT | |
| 33 | AMD | Advanced Micro Devices | 股票-科技 | 0.41% | +0.41% | +100.18% | |
| 34 | LITE 0.5 12-15-26債券 | Lumentum Holdings Inc | 債券 | 0.41% | -0.41% | EXIT | |
| 35 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.41% | -0.29% | +165.49% | |
| 36 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.39% | -0.39% | EXIT | |
| 37 | AMAT | Applied Materials Inc | 股票-科技 | 0.39% | -0.18% | -22.40% | |
| 38 | XLUI | Ss Utilities Ss Spdr Prm Inc | ETF-其他 | 0.39% | -0.39% | EXIT | |
| 39 | PH | Parker Hannifin CORP | 股票-工業 | 0.38% | -0.11% | +6.96% | |
| 40 | CVX | Chevron CORP | 股票-能源 | 0.37% | -0.23% | -22.66% | |
| 41 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 0.36% | -0.05% | +1281.88% | |
| 42 | C | Citigroup Inc | 股票-金融 | 0.35% | -0.25% | +117.79% | |
| 43 | KKR | Kkr & Co Inc | 股票-金融 | 0.35% | -0.35% | +429.29% | |
| 44 | ABNB | Airbnb Inc-class A | 股票-循環性消費 | 0.35% | +0.02% | +249.38% | |
| 45 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 0.34% | +0.01% | +57.77% | |
| 46 | SLAB | Silicon Laboratories Inc | 股票-科技 | 0.33% | +0.09% | — | |
| 47 | ODFL | Old Dominion Freight Line | 股票-工業 | 0.33% | -0.31% | +23399.62% | |
| 48 | PEN | Penumbra Inc | 股票-醫療保健 | 0.32% | +0.11% | +370.69% | |
| 49 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.32% | +0.18% | -57.17% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.31% | -0.01% | -1.89% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +3.6% | +231.92% | 加碼 |
| 2 | RTX | Rtx CORP | +0.9% | +6384.95% | 加碼 |
| 3 | META | Meta Platforms Inc-class A | +0.7% | +66.85% | 加碼 |
| 4 | GLD | Spdr Gold Shares | +0.6% | +2905.38% | 加碼 |
| 5 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.6% | +573.48% | 加碼 |
| 6 | WBD | Warner Bros Discovery Inc | +0.5% | +122.93% | 加碼 |
| 7 | IWM | Ishares Russell 2000 ETF | +0.5% | +22.37% | 加碼 |
| 8 | LITE 0.5 06-15-28債券 | Lumentum Holdings Inc | +0.4% | +21.41% | 加碼 |
| 9 | CTRA | Coterra Energy Inc | +0.4% | +3553.56% | 加碼 |
| 10 | STZ | Constellation Brands Inc-a | +0.4% | +1934.68% | 加碼 |
| 11 | AAPL | Apple Inc | +0.4% | +34.20% | 加碼 |
| 12 | TGT | Target CORP | +0.4% | +683.08% | 加碼 |
| 13 | TMO | Thermo Fisher Scientific Inc | +0.3% | +1281.88% | 加碼 |
| 14 | ODFL | Old Dominion Freight Line | +0.3% | +23399.62% | 加碼 |
| 15 | XLE | Ss Energy Select Sector | +0.3% | +16.05% | 加碼 |
| 16 | HO1 | Hologic Inc | +0.3% | +193.65% | 加碼 |
| 17 | CWAN | Clearwater Analytics Holdings, Inc. | +0.3% | +289.04% | 加碼 |
| 18 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | +13.76% | 加碼 |
| 19 | TXNM | Txnm Energy Inc | +0.3% | +108.87% | 加碼 |
| 20 | PGR | Progressive CORP | +0.3% | +4324.90% | 加碼 |
| 21 | KKR | Kkr & Co Inc | +0.3% | +429.29% | 加碼 |
| 22 | MDLZ | Mondelez International Inc-a | +0.3% | +14555.15% | 加碼 |
| 23 | PEN | Penumbra Inc | +0.3% | +370.69% | 加碼 |
| 24 | COST | Costco Wholesale CORP | +0.3% | +107.04% | 加碼 |
| 25 | ABNB | Airbnb Inc-class A | +0.3% | +249.38% | 加碼 |
| 26 | LMT | Lockheed Martin CORP | +0.2% | +2061.88% | 加碼 |
| 27 | DIS | Walt Disney Co/the | +0.2% | +165.49% | 加碼 |
| 28 | APD | Air Products & Chemicals Inc | +0.2% | +343.12% | 加碼 |
| 29 | BLK | Blackrock Inc | +0.2% | +440.67% | 加碼 |
| 30 | 430 | Terns Pharmaceuticals Inc | +0.2% | +335.86% | 加碼 |
| 31 | UAL | United Airlines Holdings Inc | +0.2% | +732.82% | 加碼 |
| 32 | AES | Aes CORP | +0.2% | +4749.09% | 加碼 |
| 33 | AMD | Advanced Micro Devices | +0.2% | +100.18% | 加碼 |
| 34 | STX | Seagate Technology Holdings plc | +0.2% | +2649.35% | 加碼 |
| 35 | GS | Goldman Sachs Group Inc | +0.2% | +172.45% | 加碼 |
| 36 | DDOG | Datadog Inc - Class A | +0.2% | +520.49% | 加碼 |
| 37 | C | Citigroup Inc | +0.2% | +117.79% | 加碼 |
| 38 | KO | Coca-cola Co/the | +0.2% | +179.62% | 加碼 |
| 39 | RCL | Royal Caribbean Cruises Ltd. | +0.2% | +1427.56% | 加碼 |
| 40 | KBE | Ss Spdr S&p Bank ETF | +0.2% | +1025.25% | 加碼 |
| 41 | LITE 0.5 12-15-26債券 | Lumentum Holdings Inc | +0.2% | -6.70% | 減碼 |
| 42 | ARM | Arm Holdings Plc-adr | +0.2% | +146.45% | 加碼 |
| 43 | BKR | Baker Hughes Co | +0.2% | +1318.81% | 加碼 |
| 44 | KEY | Keycorp | +0.2% | +3717.79% | 加碼 |
| 45 | WDC | Western Digital CORP | +0.2% | +121.20% | 加碼 |
| 46 | SHAK | Shake Shack Inc - Class A | +0.2% | +531.46% | 加碼 |
| 47 | MCHP | Microchip Technology Inc | +0.2% | +23343.88% | 加碼 |
| 48 | WBS | Webster Financial CORP | +0.2% | +346.60% | 加碼 |
| 49 | CME | Cme Group Inc | +0.2% | +602.88% | 加碼 |
| 50 | HD | Home Depot Inc | +0.2% | +247.68% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Balyasny Asset Management L.p. 在 Q1 2026 季度的美股持倉總市值約為 US$802.2億，共申報了 2150 個公開持股部位。
在 Q1 2026 季度，Balyasny Asset Management L.p. 按市值排列的前三大核心持股分別為：SPY (5.2%)、QQQ (3.5%)、IWM (2.6%)。其中最大持股部位 SPY 佔據整體投資組合約 5.2% 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
XLFI
市值: US$6.8億
本季最大獲利了結 / 清倉標的
XLF
前期市值: US$12.4億
在 Q1 2026 季度中，Balyasny Asset Management L.p. 共進行了 200 項持倉異動，包含新建倉 8 個部位、加碼 87 個部位、減碼 88 個部位以及清倉 17 個部位。 其中最大新建倉標的為 XLFI。 本季清倉部位包含 XLF。
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。