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。
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CIK: 0001557017
申報總市值
US$279.8億
US$279.8億
474 檔
39.5%
在 Q1 2026 的 13F 官方備案中，Capula Management Ltd 管理的美股投資組合規模來到 US$279.8億，整體持股檔數為 474 檔。
Q1 2026 數據顯示 Capula Management Ltd 積極進場，新開立 59 個部位並同步加碼 58 檔個股，反映機構在該季度的資金注入與籌碼積累。
從部位權重觀察，前 5 大標的（包含 IVV, SPY, QQQ）累計市值佔比達 39.5%，是驅動 Capula Management Ltd 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 474 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 42.25% | +11.41% | +1374.64% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 29.40% | -16.00% | +7.37% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.53% | -0.37% | +27.35% | |
| 4 | TSLA | Tesla Inc | 股票-循環性消費 | 2.38% | -0.91% | +200.48% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 1.95% | -1.58% | +70.30% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.62% | -1.07% | — | |
| 7 | FXI | Ishares China Large-cap ETF | ETF-新興市場 | 0.85% | -0.44% | +357.12% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.82% | -0.75% | -36.42% | |
| 9 | AAPL | Apple Inc | 股票-科技 | 0.54% | -0.40% | -67.39% | |
| 10 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.54% | -0.44% | +120.38% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 0.52% | -0.43% | +45.12% | |
| 12 | CWAN | Clearwater Analytics Holdings, Inc. | 股票-科技 | 0.45% | -0.45% | EXIT | |
| 13 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.36% | -0.36% | EXIT | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.35% | -0.26% | -83.61% | |
| 15 | AVGO | Broadcom Inc | 股票-科技 | 0.34% | +0.52% | +42.62% | |
| 16 | AM6 | Amicus Therapeutics Inc | 股票-其他 | 0.33% | -0.33% | EXIT | |
| 17 | AAUC | Allied Gold CORP | 股票-其他 | 0.31% | -0.25% | — | |
| 18 | LBRDK | Liberty Broadband-c | 股票-通訊服務 | 0.30% | -0.25% | +498.16% | |
| 19 | NSC | Norfolk Southern CORP | 股票-工業 | 0.30% | -0.21% | +189.50% | |
| 20 | KVUE | Kenvue Inc | 股票-非循環性消費 | 0.28% | -0.07% | +137.67% | |
| 21 | SDA | Sealed Air CORP | 股票-循環性消費 | 0.27% | -0.27% | EXIT | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.27% | -0.20% | -99.46% | |
| 23 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 0.27% | -0.23% | -90.02% | |
| 24 | WBD | Warner Bros Discovery Inc | 股票-通訊服務 | 0.26% | +0.26% | -53.35% | |
| 25 | AES | Aes CORP | 股票-公用事業 | 0.25% | -0.07% | +5115.24% | |
| 26 | HO1 | Hologic Inc | 股票-其他 | 0.25% | -0.25% | EXIT | |
| 27 | GTLS | Chart Industries Inc | 股票-工業 | 0.24% | -0.14% | — | |
| 28 | PEN | Penumbra Inc | 股票-醫療保健 | 0.24% | -0.15% | — | |
| 29 | AMAT | Applied Materials Inc | 股票-科技 | 0.22% | -0.06% | -3.55% | |
| 30 | EA | Electronic Arts Inc | 股票-通訊服務 | 0.21% | -0.04% | +12.07% | |
| 31 | KRE | Ss Spdr S&p Regional Bank | ETF-其他 | 0.21% | -0.02% | -44.55% | |
| 32 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.20% | -0.10% | — | |
| 33 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.19% | -0.11% | — | |
| 34 | K4F | Onestream Inc | 股票-其他 | 0.18% | -0.18% | EXIT | |
| 35 | DBRG | Digitalbridge Group Inc | 股票-金融 | 0.18% | -0.18% | EXIT | |
| 36 | MASI* | Masimo CORP | 股票-其他 | 0.18% | -0.18% | EXIT | |
| 37 | KWEB | Kranesh Csi China Internet | ETF-新興市場 | 0.18% | -0.09% | +45.20% | |
| 38 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.18% | -0.17% | +21.70% | |
| 39 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 0.17% | +2.21% | -94.43% | |
| 40 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.17% | -0.14% | -74.52% | |
| 41 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.16% | +0.02% | +106.18% | |
| 42 | ✓ | Csg Systems International In | 股票-其他 | 0.15% | -0.15% | EXIT | |
| 43 | EVRG 4.5 12-15-27債券 | Evergy Inc | 債券 | 0.14% | — | +50.00% | |
| 44 | SNCY | Sun Country Airlines Holding | 股票-其他 | 0.14% | -0.14% | EXIT | |
| 45 | MU | Micron Technology Inc | 股票-科技 | 0.14% | -0.08% | +54.21% | |
| 46 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.14% | -0.13% | +17.99% | |
| 47 | PDD | Pdd Holdings Inc | 股票-循環性消費 | 0.12% | +0.96% | -28.40% | |
| 48 | BABA 0.5 06-01-31債券 | Alibaba Group Holding | 債券 | 0.12% | -0.12% | EXIT | |
| 49 | AMD | Advanced Micro Devices | 股票-科技 | 0.12% | -0.06% | +37.15% | |
| 50 | IGV | Ishares Expanded Tech-softwa | ETF-科技型 | 0.12% | +0.03% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +40.1% | +1374.64% | 加碼 |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +9.2% | +7.37% | 加碼 |
| 3 | TSLA | Tesla Inc | +1.7% | +200.48% | 加碼 |
| 4 | NVDA | Nvidia CORP | +1.1% | +70.30% | 加碼 |
| 5 | QQQ | Invesco Qqq Trust Series 1 | +1% | +27.35% | 加碼 |
| 6 | FXI | Ishares China Large-cap ETF | +0.7% | +357.12% | 加碼 |
| 7 | CWAN | Clearwater Analytics Holdings, Inc. | +0.4% | +2052.88% | 加碼 |
| 8 | AMZN | Amazon.com Inc | +0.4% | +120.38% | 加碼 |
| 9 | AM6 | Amicus Therapeutics Inc | +0.3% | +10538.70% | 加碼 |
| 10 | LBRDK | Liberty Broadband-c | +0.3% | +498.16% | 加碼 |
| 11 | AES | Aes CORP | +0.3% | +5115.24% | 加碼 |
| 12 | NSC | Norfolk Southern CORP | +0.2% | +189.50% | 加碼 |
| 13 | KVUE | Kenvue Inc | +0.2% | +137.67% | 加碼 |
| 14 | MSFT | Microsoft CORP | +0.2% | +45.12% | 加碼 |
| 15 | HO1 | Hologic Inc | +0.2% | +137.09% | 加碼 |
| 16 | SDA | Sealed Air CORP | +0.2% | +62.20% | 加碼 |
| 17 | AVGO | Broadcom Inc | +0.2% | +42.62% | 加碼 |
| 18 | AMAT | Applied Materials Inc | +0.1% | -3.55% | 減碼 |
| 19 | PLTR | Palantir Technologies Inc-a | +0.1% | +106.18% | 加碼 |
| 20 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +21.70% | 加碼 |
| 21 | XBI | Ss Spdr S&p Biotech ETF | +0.1% | +1092.42% | 加碼 |
| 22 | INTC | Intel CORP | +0.1% | +159.07% | 加碼 |
| 23 | MU | Micron Technology Inc | +0.1% | +54.21% | 加碼 |
| 24 | EVRG 4.5 12-15-27債券 | Evergy Inc | +0.1% | +50.00% | 加碼 |
| 25 | KWEB | Kranesh Csi China Internet | +0.1% | +45.20% | 加碼 |
| 26 | HD | Home Depot Inc | +0.1% | +107.08% | 加碼 |
| 27 | EA | Electronic Arts Inc | +0.1% | +12.07% | 加碼 |
| 28 | MCD | Mcdonald's CORP | +0.1% | +431.65% | 加碼 |
| 29 | COST | Costco Wholesale CORP | +0.1% | +43.35% | 加碼 |
| 30 | CSCO | Cisco Systems Inc | +0.1% | +411.18% | 加碼 |
| 31 | CRM | Salesforce Inc | +0.1% | +527.23% | 加碼 |
| 32 | TXN | Texas Instruments Inc | +0.1% | +135.72% | 加碼 |
| 33 | SNPS | Synopsys Inc | +0.1% | +289.16% | 加碼 |
| 34 | CVX | Chevron CORP | +0.1% | +48.60% | 加碼 |
| 35 | AMD | Advanced Micro Devices | +0.1% | +37.15% | 加碼 |
| 36 | TJX | Tjx Companies Inc | 0% | +469.58% | 加碼 |
| 37 | BA | Boeing Co/the | 0% | +525.20% | 加碼 |
| 38 | CRWD | Crowdstrike Holdings Inc - A | 0% | +961.21% | 加碼 |
| 39 | SNDK | Sandisk CORP | 0% | +704.83% | 加碼 |
| 40 | GEV | GE Vernova Inc | 0% | +215.83% | 加碼 |
| 41 | XLV | Ss Health Care Select Sector | 0% | +289.85% | 加碼 |
| 42 | DUK | Duke Energy CORP | 0% | +531.09% | 加碼 |
| 43 | DE | Deere & Co | 0% | +356.76% | 加碼 |
| 44 | ADI | Analog Devices Inc | 0% | +31.63% | 加碼 |
| 45 | ASML | ASML Holding N.V. | 0% | +7.43% | 加碼 |
| 46 | 628 | Semrush Holdings Inc-a | 0% | +415.92% | 加碼 |
| 47 | SO | Southern Co/the | 0% | +585.03% | 加碼 |
| 48 | FSLR | First Solar Inc | 0% | +1005.20% | 加碼 |
| 49 | HWM | Howmet Aerospace Inc | 0% | +1335.92% | 加碼 |
| 50 | ADBE | Adobe Inc | 0% | +765.09% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Capula Management Ltd 在 Q1 2026 季度的美股持倉總市值約為 US$279.8億，共申報了 474 個公開持股部位。
在 Q1 2026 季度，Capula Management Ltd 按市值排列的前三大核心持股分別為：IVV (42.3%)、SPY (29.4%)、QQQ (2.5%)。其中最大持股部位 IVV 佔據整體投資組合約 42.3% 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
IWM
市值: US$2.3億
本季最大獲利了結 / 清倉標的
IBIT
前期市值: US$4.7億
在 Q1 2026 季度中，Capula Management Ltd 共進行了 200 項持倉異動，包含新建倉 59 個部位、加碼 58 個部位、減碼 47 個部位以及清倉 36 個部位。 其中最大新建倉標的為 IWM。 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。