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: 0001808928
申報總市值
US$42.0億
US$42.0億
47 檔
13.9%
截至 Q1 2026 季度末，Cartenna Capital, LP 的美股持倉估值約為 US$42.0億，全數申報部位共有 47 檔。
Q1 2026 的申報記錄反映 Cartenna Capital, LP 的板塊替換策略：機構本季推動了 36 筆增持與 39 筆減持，籌碼呈現明顯的結構重組。
整體而言，Cartenna Capital, LP 的前 5 大持股（包含 PH, ISHARES TR, AME）貢獻了組合市值的 13.9%，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
ISHARES TR
市值: US$1.2億
本季最大獲利了結 / 清倉標的
前期市值: US$2.9億
| # | 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 | PH | Parker Hannifin CORP | 股票-工業 | 4.65% | -4.65% | EXIT | |
| 2 | ✓ | Ishares Tr | 股票-其他 | 4.52% | +2.63% | — | |
| 3 | AME | Ametek Inc | 股票-工業 | 4.18% | -0.44% | +52.86% | |
| 4 | TT | Trane Technologies plc | 股票-工業 | 4.10% | -4.10% | EXIT | |
| 5 | GE | General Electric | 股票-工業 | 3.78% | -2.89% | — | |
| 6 | ASML | ASML Holding N.V. | 股票-科技 | 3.49% | -3.49% | EXIT | |
| 7 | ADI | Analog Devices Inc | 股票-科技 | 3.36% | +0.28% | — | |
| 8 | VOO | Vanguard S&P 500 ETF | ETF-大型股與成長 | 3.18% | -0.56% | — | |
| 9 | ULTA | Ulta Beauty Inc | 股票-循環性消費 | 3.10% | -3.10% | EXIT | |
| 10 | GVA | Granite Construction Inc | 股票-工業 | 2.97% | -2.97% | EXIT | |
| 11 | LRCX | Lam Research CORP | 股票-科技 | 2.84% | +0.72% | — | |
| 12 | CL | Colgate-palmolive Co | 股票-非循環性消費 | 2.64% | -2.64% | EXIT | |
| 13 | WTS | Watts Water Technologies-a | 股票-工業 | 2.54% | -0.77% | +9.09% | |
| 14 | ✓ | Rocket Cos Inc | 股票-其他 | 2.50% | -2.50% | EXIT | |
| 15 | MCD | Mcdonald's CORP | 股票-循環性消費 | 2.49% | -2.49% | EXIT | |
| 16 | RBC | RBC Bearings Inc | 股票-工業 | 2.48% | -2.48% | EXIT | |
| 17 | CSX | Csx CORP | 股票-工業 | 2.47% | -2.47% | EXIT | |
| 18 | LECO | Lincoln Electric Holdings | 股票-工業 | 2.45% | -0.59% | -14.29% | |
| 19 | CPRI | Capri Holdings Limited | 股票-循環性消費 | 2.41% | -1.97% | +275.00% | |
| 20 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.28% | +0.50% | -7.69% | |
| 21 | XRT | Ss Spdr S&p Retail ETF | ETF-其他 | 2.20% | -2.20% | EXIT | |
| 22 | GM | General Motors Co | 股票-循環性消費 | 2.17% | -2.17% | EXIT | |
| 23 | ETN | Eaton Corporation plc | 股票-工業 | 2.15% | -2.15% | EXIT | |
| 24 | FDX | Fedex CORP | 股票-工業 | 2.08% | -2.08% | EXIT | |
| 25 | CPRI | Capri Holdings Limited | 股票-循環性消費 | 2.00% | -2.00% | EXIT | |
| 26 | KEYS | Keysight Technologies In | 股票-科技 | 1.96% | +0.75% | -45.71% | |
| 27 | UI | Ubiquiti Inc. | 股票-科技 | 1.91% | -1.91% | EXIT | |
| 28 | ✓ | Amazon Com Inc | 股票-其他 | 1.90% | -1.05% | -66.67% | |
| 29 | MSI | Motorola Solutions Inc | 股票-科技 | 1.82% | +1.05% | — | |
| 30 | TXRH | Texas Roadhouse Inc | 股票-循環性消費 | 1.81% | -1.81% | EXIT | |
| 31 | NVDA | Nvidia CORP | 股票-科技 | 1.75% | -1.75% | EXIT | |
| 32 | AKAM | Akamai Technologies Inc | 股票-科技 | 1.57% | -1.57% | EXIT | |
| 33 | TPR | Tapestry Inc | 股票-循環性消費 | 1.49% | -1.49% | EXIT | |
| 34 | LMT | Lockheed Martin CORP | 股票-工業 | 1.43% | -1.43% | EXIT | |
| 35 | COHR | Coherent CORP | 股票-科技 | 1.30% | -1.30% | EXIT | |
| 36 | FIVE | Five Below | 股票-循環性消費 | 1.25% | -1.25% | EXIT | |
| 37 | RKT | Rocket Cos Inc-class A | 股票-金融 | 1.17% | -1.17% | EXIT | |
| 38 | ENPH | Enphase Energy Inc | 股票-科技 | 1.10% | -1.10% | EXIT | |
| 39 | APH | Amphenol Corp-cl A | 股票-科技 | 1.08% | +1.50% | — | |
| 40 | IGV | Ishares Expanded Tech-softwa | ETF-科技型 | 1.02% | -1.02% | EXIT | |
| 41 | LIN | Linde plc | 股票-原物料 | 0.90% | -0.90% | EXIT | |
| 42 | PLXS | Plexus CORP | 股票-科技 | 0.85% | +1.05% | — | |
| 43 | UAL | United Airlines Holdings Inc | 股票-工業 | 0.84% | -0.84% | EXIT | |
| 44 | FLS | Flowserve CORP | 股票-工業 | 0.67% | -0.67% | EXIT | |
| 45 | TKR | Timken Co | 股票-工業 | 0.55% | +0.06% | — | |
| 46 | FCX | Freeport-mcmoran Inc | 股票-原物料 | 0.38% | -0.38% | EXIT | |
| 47 | SGI | Somnigroup International Inc | 股票-循環性消費 | 0.20% | +2.32% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | PH | Parker Hannifin CORP | +2.6% | +103.57% | 加碼 |
| 2 | AME | Ametek Inc | +1.8% | +52.86% | 加碼 |
| 3 | CPRI | Capri Holdings Limited | +1.6% | +275.00% | 加碼 |
| 4 | ✓ | Rocket Cos Inc | +1.5% | +220.91% | 加碼 |
| 5 | TXRH | Texas Roadhouse Inc | +1.5% | +361.54% | 加碼 |
| 6 | CSX | Csx CORP | +1% | +32.00% | 加碼 |
| 7 | WTS | Watts Water Technologies-a | +0.5% | +9.09% | 加碼 |
| 8 | GVA | Granite Construction Inc | +0.2% | -4.90% | 減碼 |
| 9 | XRT | Ss Spdr S&p Retail ETF | +0.1% | — | 不變 |
| 10 | FIVE | Five Below | +0.1% | -21.05% | 減碼 |
| 11 | RBC | RBC Bearings Inc | -0.1% | -26.47% | 減碼 |
| 12 | LECO | Lincoln Electric Holdings | -0.1% | -14.29% | 減碼 |
| 13 | AMZN | Amazon.com Inc | -0.2% | -7.69% | 減碼 |
| 14 | CPRI | Capri Holdings Limited | -0.3% | +9.30% | 加碼 |
| 15 | MCD | Mcdonald's CORP | -0.4% | -22.81% | 減碼 |
| 16 | KEYS | Keysight Technologies In | -0.4% | -45.71% | 減碼 |
| 17 | NVDA | Nvidia CORP | -0.7% | -31.25% | 減碼 |
| 18 | RKT | Rocket Cos Inc-class A | -1% | -33.82% | 減碼 |
| 19 | ✓ | Amazon Com Inc | -3.9% | -66.67% | 減碼 |
| 20 | ✓ | — | EXIT | 清倉 | |
| 21 | ✓ | Invesco QQQ Tr Put Option 06/2 | — | EXIT | 清倉 |
| 22 | ✓ | Ishares Tr | — | NEW | 新建倉 |
| 23 | TT | Trane Technologies plc | — | NEW | 新建倉 |
| 24 | GE | General Electric | — | NEW | 新建倉 |
| 25 | ASML | ASML Holding N.V. | — | NEW | 新建倉 |
| 26 | ADI | Analog Devices Inc | — | NEW | 新建倉 |
| 27 | VOO | Vanguard S&P 500 ETF | — | NEW | 新建倉 |
| 28 | ULTA | Ulta Beauty Inc | — | NEW | 新建倉 |
| 29 | ✓ | Dynatrace Inc | — | EXIT | 清倉 |
| 30 | V | Visa Inc-class A Shares | — | EXIT | 清倉 |
| 31 | SITE | Siteone Landscape Supply Inc | — | EXIT | 清倉 |
| 32 | LRCX | Lam Research CORP | — | NEW | 新建倉 |
| 33 | ✓ | Siteone Landscape Supply Inc | — | EXIT | 清倉 |
| 34 | CL | Colgate-palmolive Co | — | NEW | 新建倉 |
| 35 | MMM | 3m Co | — | EXIT | 清倉 |
| 36 | ✓ | — | EXIT | 清倉 | |
| 37 | MTZ | Mastec Inc | — | EXIT | 清倉 |
| 38 | ✓ | Ishares Tr | — | EXIT | 清倉 |
| 39 | DHR | Danaher CORP | — | EXIT | 清倉 |
| 40 | GM | General Motors Co | — | NEW | 新建倉 |
| 41 | ETN | Eaton Corporation plc | — | NEW | 新建倉 |
| 42 | FDX | Fedex CORP | — | NEW | 新建倉 |
| 43 | JNJ | Johnson & Johnson | — | EXIT | 清倉 |
| 44 | UI | Ubiquiti Inc. | — | NEW | 新建倉 |
| 45 | MSI | Motorola Solutions Inc | — | NEW | 新建倉 |
| 46 | GLNG | Golar LNG Limited | — | EXIT | 清倉 |
| 47 | ROK | Rockwell Automation Inc | — | EXIT | 清倉 |
| 48 | MCO | Moody's CORP | — | EXIT | 清倉 |
| 49 | URI | United Rentals Inc | — | EXIT | 清倉 |
| 50 | AKAM | Akamai Technologies Inc | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Cartenna Capital, LP 在 Q1 2026 季度的美股持倉總市值約為 US$42.0億，共申報了 47 個公開持股部位。
在 Q1 2026 季度，Cartenna Capital, LP 按市值排列的前三大核心持股分別為：PH (4.7%)、ISHARES TR (4.5%)、AME (4.2%)。其中最大持股部位 PH 佔據整體投資組合約 4.7% 的權重。
在 Q1 2026 季度中，Cartenna Capital, LP 共進行了 75 項持倉異動，包含新建倉 28 個部位、加碼 8 個部位、減碼 10 個部位以及清倉 29 個部位。 其中最大新建倉標的為 ISHARES TR。 本季清倉部位包含 。
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。
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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。