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: 0001611848
申報總市值
US$16.5億
US$16.5億
207 檔
18.6%
在 Q1 2026 的 13F 官方備案中，BTC Capital Management, Inc. 管理的美股投資組合規模來到 US$16.5億，整體持股檔數為 207 檔。
BTC Capital Management, Inc. 於 Q1 2026 展現出進攻型調倉步調，本季推動了 7 檔股票的新建倉與 129 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
在資產配置集中度方面，BTC Capital Management, Inc. 的前 5 大核心持股（包含 BND, NVDA, AAPL 等）合計佔整體申報市值的 18.6%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 207 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 | BND | Vanguard Total Bond Market | ETF-其他 | 4.61% | -0.23% | +6.20% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 4.39% | +0.27% | +6.33% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 4.13% | +0.19% | +15.47% | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.86% | -0.08% | +29.90% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.79% | +0.13% | +26.53% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 3.37% | +0.02% | +3.14% | |
| 7 | AVGO | Broadcom Inc | 股票-科技 | 2.56% | +0.06% | +13.46% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-其他 | 2.54% | +0.17% | +1.07% | |
| 9 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.24% | +0.30% | +12.73% | |
| 10 | XOM | Exxon Mobil CORP | 股票-能源 | 2.06% | -0.65% | -16.60% | |
| 11 | WMT | Walmart Inc | 股票-非循環性消費 | 1.97% | -0.43% | -5.37% | |
| 12 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.90% | -0.17% | +4.09% | |
| 13 | VUG | Vanguard Growth ETF | ETF-其他 | 1.88% | +0.08% | +6.45% | |
| 14 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.72% | +0.31% | -3.50% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.51% | -0.06% | -1.85% | |
| 16 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.42% | +0.27% | -13.53% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.33% | +0.02% | -0.46% | |
| 18 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.31% | +0.15% | +1.47% | |
| 19 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.22% | -0.11% | -19.20% | |
| 20 | TJX | Tjx Companies Inc | 股票-循環性消費 | 1.20% | -0.24% | +1.98% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.19% | +0.02% | -0.78% | |
| 22 | MS | Morgan Stanley | 股票-金融 | 1.14% | -0.11% | -4.12% | |
| 23 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.09% | +0.07% | +3.34% | |
| 24 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 1.06% | -0.19% | -5.10% | |
| 25 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 1.02% | +0.39% | +2.14% | |
| 26 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 1.01% | +0.02% | +13.63% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.01% | +0.02% | +28.32% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.92% | +0.03% | +150.08% | |
| 29 | MA | Mastercard Inc - A | 股票-金融 | 0.91% | -0.07% | +6.60% | |
| 30 | STLD | Steel Dynamics Inc | 股票-原物料 | 0.89% | -0.04% | -10.52% | |
| 31 | FAST | Fastenal Co | 股票-工業 | 0.87% | -0.11% | -4.85% | |
| 32 | WFC | Wells Fargo & Co | 股票-金融 | 0.82% | -0.18% | +4.82% | |
| 33 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.78% | +0.20% | +10.77% | |
| 34 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.76% | -0.10% | -2.10% | |
| 35 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 0.75% | -0.08% | +3.92% | |
| 36 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.75% | +0.06% | +9.89% | |
| 37 | DE | Deere & Co | 股票-工業 | 0.72% | +0.13% | -13.13% | |
| 38 | TSLA | Tesla Inc | 股票-循環性消費 | 0.71% | +0.24% | +3.79% | |
| 39 | VTV | Vanguard Value ETF | ETF-其他 | 0.70% | -0.03% | -10.00% | |
| 40 | NSC | Norfolk Southern CORP | 股票-工業 | 0.67% | — | -12.33% | |
| 41 | NFLX | Netflix Inc | 股票-通訊服務 | 0.65% | -0.20% | +57.26% | |
| 42 | LHX | L3harris Technologies Inc | 股票-工業 | 0.64% | -0.15% | -1.20% | |
| 43 | STX | Seagate Technology Holdings plc | 股票-科技 | 0.64% | +0.40% | -8.91% | |
| 44 | ETN | Eaton Corporation plc | 股票-工業 | 0.63% | +0.04% | +2.25% | |
| 45 | PLD | Prologis Inc | 股票-房地產 | 0.61% | -0.04% | +1.22% | |
| 46 | INTU | Intuit Inc | 股票-科技 | 0.58% | -0.55% | +30.72% | |
| 47 | JAZZ | Jazz Pharmaceuticals plc | 股票-醫療保健 | 0.56% | +0.08% | -8.02% | |
| 48 | UHS | Universal Health Services-b | 股票-醫療保健 | 0.55% | -0.53% | +8.02% | |
| 49 | MAR | Marriott International -cl A | 股票-循環性消費 | 0.55% | — | -9.11% | |
| 50 | XEL | Xcel Energy Inc | 股票-公用事業 | 0.54% | -0.08% | -0.81% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.5% | +29.90% | 加碼 |
| 2 | VTI | Vanguard Total Stock Mkt ETF | +0.5% | +150.08% | 加碼 |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.3% | +193.37% | 加碼 |
| 4 | XOM | Exxon Mobil CORP | +0.3% | -16.60% | 減碼 |
| 5 | NFLX | Netflix Inc | +0.2% | +57.26% | 加碼 |
| 6 | AAPL | Apple Inc | +0.2% | +15.47% | 加碼 |
| 7 | VOO | Vanguard S&p 500 ETF | +0.1% | +28.32% | 加碼 |
| 8 | SUB | Ishares Short-term National | +0.1% | +578.27% | 加碼 |
| 9 | BND | Vanguard Total Bond Market | +0.1% | +6.20% | 加碼 |
| 10 | STX | Seagate Technology Holdings plc | +0.1% | -8.91% | 減碼 |
| 11 | CTRA | Coterra Energy Inc | +0.1% | +11.72% | 加碼 |
| 12 | PSX | Phillips 66 | +0.1% | +9.31% | 加碼 |
| 13 | PG | Procter & Gamble Co/the | +0.1% | +13.63% | 加碼 |
| 14 | OUT | Outfront Media Inc | +0.1% | +28.31% | 加碼 |
| 15 | ETR | Entergy CORP | +0.1% | +7.46% | 加碼 |
| 16 | ASML | ASML Holding N.V. | +0.1% | +73.92% | 加碼 |
| 17 | INVH | Invitation Homes Inc | +0.1% | +51.19% | 加碼 |
| 18 | COST | Costco Wholesale CORP | +0.1% | +9.21% | 加碼 |
| 19 | LHX | L3harris Technologies Inc | +0.1% | -1.20% | 減碼 |
| 20 | NEE | Nextera Energy Inc | +0.1% | -2.10% | 減碼 |
| 21 | HD | Home Depot Inc | +0.1% | +25.45% | 加碼 |
| 22 | ETN | Eaton Corporation plc | +0.1% | +2.25% | 加碼 |
| 23 | MDT | Medtronic plc | +0.1% | +33.23% | 加碼 |
| 24 | WMT | Walmart Inc | +0.1% | -5.37% | 減碼 |
| 25 | FAST | Fastenal Co | +0.1% | -4.85% | 減碼 |
| 26 | GILD | Gilead Sciences Inc | +0.1% | -5.10% | 減碼 |
| 27 | SPGI | S&p Global Inc | +0.1% | +41.15% | 加碼 |
| 28 | BNL | Broadstone Net Lease Inc | +0.1% | +15.82% | 加碼 |
| 29 | GD | General Dynamics CORP | +0.1% | +18.58% | 加碼 |
| 30 | UBER | Uber Technologies Inc | +0.1% | +79.16% | 加碼 |
| 31 | WM | Waste Management Inc | +0.1% | +10.71% | 加碼 |
| 32 | EFA | Ishares Msci Eafe ETF | 0% | +3.14% | 加碼 |
| 33 | MUB | Ishares National Muni Bond E | 0% | +9.89% | 加碼 |
| 34 | HON | Honeywell International Inc | 0% | +0.56% | 加碼 |
| 35 | D | Dominion Energy Inc | 0% | +15.55% | 加碼 |
| 36 | UNM | Unum Group | 0% | +17.29% | 加碼 |
| 37 | AMGN | Amgen Inc | 0% | +21.36% | 加碼 |
| 38 | SONY | Sony Group CORP - Sp Adr | 0% | +57.14% | 加碼 |
| 39 | MCD | Mcdonald's CORP | 0% | +148.18% | 加碼 |
| 40 | TJX | Tjx Companies Inc | 0% | +1.98% | 加碼 |
| 41 | V | Visa Inc-class A Shares | 0% | +62.93% | 加碼 |
| 42 | URI | United Rentals Inc | 0% | +47.77% | 加碼 |
| 43 | EQH | Equitable Holdings Inc | 0% | +47.19% | 加碼 |
| 44 | IAU | Ishares Gold Trust | 0% | +133.92% | 加碼 |
| 45 | SNY | Sanofi-adr | 0% | +31.30% | 加碼 |
| 46 | GWW | Ww Grainger Inc | 0% | +115.17% | 加碼 |
| 47 | DE | Deere & Co | 0% | -13.13% | 減碼 |
| 48 | APH | Amphenol Corp-cl A | 0% | +14.68% | 加碼 |
| 49 | XEL | Xcel Energy Inc | 0% | -0.81% | 減碼 |
| 50 | STT | State Street CORP | 0% | +14.36% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，BTC Capital Management, Inc. 在 Q1 2026 季度的美股持倉總市值約為 US$16.5億，共申報了 207 個公開持股部位。
在 Q1 2026 季度，BTC Capital Management, Inc. 按市值排列的前三大核心持股分別為：BND (4.6%)、NVDA (4.4%)、AAPL (4.1%)。其中最大持股部位 BND 佔據整體投資組合約 4.6% 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
AWK 3.625 06-15-26
市值: US$99.8萬
本季最大獲利了結 / 清倉標的
SAP
前期市值: US$219.5萬
在 Q1 2026 季度中，BTC Capital Management, Inc. 共進行了 187 項持倉異動，包含新建倉 7 個部位、加碼 129 個部位、減碼 44 個部位以及清倉 7 個部位。 其中最大新建倉標的為 AWK 3.625 06-15-26。 本季清倉部位包含 SAP。
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。