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: 0001456133
申報總市值
US$10.6億
US$10.6億
235 檔
6.3%
Convergence Investment Partners, LLC 在 Q1 2026 季度的美股部位總計估值為 US$10.6億，分散於 235 個持倉標的之中，反映其市場參與廣度與投資規模。
Convergence Investment Partners, LLC 於 Q1 2026 展現出進攻型調倉步調，本季推動了 46 檔股票的新建倉與 76 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。
從部位權重觀察，前 5 大標的（包含 NVDA, AVGO, GOOGL）累計市值佔比達 6.3%，是驅動 Convergence Investment Partners, LLC 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 235 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 | NVDA | Nvidia CORP | 股票-科技 | 3.12% | +0.62% | +20.93% | |
| 2 | AVGO | Broadcom Inc | 股票-科技 | 2.19% | -0.96% | +38.87% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.92% | +0.07% | +24.09% | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.87% | +0.09% | +29.41% | |
| 5 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.79% | +0.08% | +81.35% | |
| 6 | LRCX | Lam Research CORP | 股票-科技 | 1.78% | +0.89% | +29.60% | |
| 7 | T | At&t Inc | 股票-通訊服務 | 1.54% | -0.96% | +33.12% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 1.46% | -0.96% | +25.60% | |
| 9 | MU | Micron Technology Inc | 股票-科技 | 1.38% | +0.52% | -26.96% | |
| 10 | AAPL | Apple Inc | 股票-科技 | 1.36% | -0.77% | +2.44% | |
| 11 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 1.35% | -0.42% | +21.69% | |
| 12 | AMD | Advanced Micro Devices | 股票-科技 | 1.33% | +0.10% | +2268.25% | |
| 13 | XOM | Exxon Mobil CORP | 股票-能源 | 1.30% | -0.68% | +51.89% | |
| 14 | DELL | Dell Technologies -c | 股票-科技 | 1.21% | +0.47% | +237.47% | |
| 15 | VLO | Valero Energy CORP | 股票-能源 | 1.15% | -0.29% | +13.02% | |
| 16 | CIEN | Ciena CORP | 股票-科技 | 1.10% | -0.33% | -23.41% | |
| 17 | WMT | Walmart Inc | 股票-非循環性消費 | 1.09% | -0.24% | +19.38% | |
| 18 | IBM | Intl Business Machines CORP | 股票-科技 | 1.07% | -0.02% | -15.63% | |
| 19 | PSX | Phillips 66 | 股票-能源 | 1.02% | -0.32% | +49.98% | |
| 20 | SNDK | Sandisk CORP | 股票-科技 | 0.99% | +0.54% | — | |
| 21 | CSCO | Cisco Systems Inc | 股票-科技 | 0.98% | +0.50% | +20.89% | |
| 22 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.94% | -0.01% | -1.14% | |
| 23 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.92% | -0.09% | +16.15% | |
| 24 | WDC | Western Digital CORP | 股票-科技 | 0.89% | -0.28% | — | |
| 25 | BAC | Bank Of America CORP | 股票-金融 | 0.88% | -0.01% | +26.08% | |
| 26 | STT | State Street CORP | 股票-金融 | 0.87% | +0.05% | +162.26% | |
| 27 | VRSN | Verisign Inc | 股票-科技 | 0.87% | -0.13% | +48.61% | |
| 28 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 0.83% | -0.01% | -24.18% | |
| 29 | NTRS | Northern Trust CORP | 股票-金融 | 0.83% | +0.08% | — | |
| 30 | CARG | Cargurus Inc | 股票-循環性消費 | 0.79% | -0.46% | +44.80% | |
| 31 | MO | Altria Group Inc | 股票-非循環性消費 | 0.78% | -0.10% | +4.21% | |
| 32 | FLEX | Flex Ltd. | 股票-科技 | 0.78% | — | +143.22% | |
| 33 | FTNT | Fortinet Inc | 股票-科技 | 0.75% | +0.11% | — | |
| 34 | ROKU | Roku Inc | 股票-通訊服務 | 0.74% | +0.04% | +0.77% | |
| 35 | CAH | Cardinal Health Inc | 股票-醫療保健 | 0.74% | -0.03% | -18.28% | |
| 36 | ADM | Archer-daniels-midland Co | 股票-非循環性消費 | 0.73% | -0.06% | +3.34% | |
| 37 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.72% | -0.46% | -14.40% | |
| 38 | PATH | Uipath Inc - Class A | 股票-科技 | 0.72% | -0.51% | — | |
| 39 | JBL | Jabil Inc | 股票-科技 | 0.72% | -0.44% | -28.28% | |
| 40 | IVZ | Invesco Ltd. | 股票-金融 | 0.71% | -0.57% | +30.67% | |
| 41 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.71% | -0.25% | -0.86% | |
| 42 | TDC | Teradata CORP | 股票-科技 | 0.70% | +0.17% | — | |
| 43 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.68% | -0.33% | -31.65% | |
| 44 | MDT | Medtronic plc | 股票-醫療保健 | 0.66% | -0.47% | +82.82% | |
| 45 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.65% | +0.07% | +33.37% | |
| 46 | SCCO | Southern Copper CORP | 股票-原物料 | 0.64% | -0.22% | +65.97% | |
| 47 | EIX | Edison International | 股票-公用事業 | 0.64% | -0.08% | +47.91% | |
| 48 | SPHR | Sphere Entertainment Co | 股票-通訊服務 | 0.63% | +0.13% | — | |
| 49 | LEA | Lear CORP | 股票-循環性消費 | 0.62% | -0.08% | +27.18% | |
| 50 | SNEX | Stonex Group Inc | 股票-金融 | 0.62% | -0.05% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AMD | Advanced Micro Devices | +1.3% | +2268.25% | 加碼 |
| 2 | DELL | Dell Technologies -c | +0.9% | +237.47% | 加碼 |
| 3 | XOM | Exxon Mobil CORP | +0.6% | +51.89% | 加碼 |
| 4 | AMZN | Amazon.com Inc | +0.5% | +81.35% | 加碼 |
| 5 | STT | State Street CORP | +0.5% | +162.26% | 加碼 |
| 6 | LRCX | Lam Research CORP | +0.4% | +29.60% | 加碼 |
| 7 | PSX | Phillips 66 | +0.4% | +49.98% | 加碼 |
| 8 | FLEX | Flex Ltd. | +0.4% | +143.22% | 加碼 |
| 9 | PNC | Pnc Financial Services Group | +0.4% | +178.57% | 加碼 |
| 10 | RTX | Rtx CORP | +0.3% | +178.67% | 加碼 |
| 11 | T | At&t Inc | +0.3% | +33.12% | 加碼 |
| 12 | VLO | Valero Energy CORP | +0.3% | +13.02% | 加碼 |
| 13 | ACN | Accenture plc | +0.3% | +1099.42% | 加碼 |
| 14 | MCD | Mcdonald's CORP | +0.3% | +658.04% | 加碼 |
| 15 | SCCO | Southern Copper CORP | +0.3% | +65.97% | 加碼 |
| 16 | APA | Apa CORP | +0.3% | +25.88% | 加碼 |
| 17 | LVS | Las Vegas Sands CORP | +0.2% | +737.21% | 加碼 |
| 18 | EIX | Edison International | +0.2% | +47.91% | 加碼 |
| 19 | PM | Philip Morris International | +0.2% | +70.94% | 加碼 |
| 20 | VRSN | Verisign Inc | +0.2% | +48.61% | 加碼 |
| 21 | MDT | Medtronic plc | +0.2% | +82.82% | 加碼 |
| 22 | HAL | Halliburton Co | +0.2% | +35.31% | 加碼 |
| 23 | PLTR | Palantir Technologies Inc-a | +0.2% | +438.89% | 加碼 |
| 24 | BMY | Bristol-myers Squibb Co | +0.2% | +21.69% | 加碼 |
| 25 | JNJ | Johnson & Johnson | +0.2% | +33.37% | 加碼 |
| 26 | M | Macy's, Inc. | +0.2% | +174.32% | 加碼 |
| 27 | GRMN | Garmin Ltd. | +0.2% | +92.01% | 加碼 |
| 28 | HWM | Howmet Aerospace Inc | +0.1% | +77.54% | 加碼 |
| 29 | CPRX | Catalyst Pharmaceuticals Inc | +0.1% | +106.84% | 加碼 |
| 30 | GS | Goldman Sachs Group Inc | +0.1% | +229.13% | 加碼 |
| 31 | ECG | Everus Construction Group | +0.1% | +39.04% | 加碼 |
| 32 | AMG | Affiliated Managers Group | +0.1% | +57.83% | 加碼 |
| 33 | POWL | Powell Industries Inc | +0.1% | -1.20% | 減碼 |
| 34 | ST | Sensata Technologies Holding plc | +0.1% | +58.87% | 加碼 |
| 35 | LDOS | Leidos Holdings Inc | +0.1% | +186.19% | 加碼 |
| 36 | WMT | Walmart Inc | +0.1% | +19.38% | 加碼 |
| 37 | JAZZ | Jazz Pharmaceuticals plc | +0.1% | +34.31% | 加碼 |
| 38 | ENS | Enersys | +0.1% | +32.62% | 加碼 |
| 39 | TPC | Tutor Perini CORP | +0.1% | +39.54% | 加碼 |
| 40 | CF | Cf Industries Holdings Inc | +0.1% | -0.30% | 減碼 |
| 41 | MRK | Merck & Co. Inc. | +0.1% | +16.15% | 加碼 |
| 42 | EXEL | Exelixis Inc | +0.1% | +44.16% | 加碼 |
| 43 | VICI | Vici Properties Inc | +0.1% | +77.69% | 加碼 |
| 44 | TSN | Tyson Foods Inc-cl A | +0.1% | +74.31% | 加碼 |
| 45 | LEA | Lear CORP | +0.1% | +27.18% | 加碼 |
| 46 | INCY | Incyte CORP | +0.1% | +46.31% | 加碼 |
| 47 | CI | THE Cigna Group | +0.1% | +43.60% | 加碼 |
| 48 | CATY | Cathay General Bancorp | +0.1% | +42.53% | 加碼 |
| 49 | MLI | Mueller Industries Inc | +0.1% | +48.73% | 加碼 |
| 50 | HST | Host Hotels & Resorts Inc | +0.1% | +55.61% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Convergence Investment Partners, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$10.6億，共申報了 235 個公開持股部位。
在 Q1 2026 季度，Convergence Investment Partners, LLC 按市值排列的前三大核心持股分別為：NVDA (3.1%)、AVGO (2.2%)、GOOGL (1.9%)。其中最大持股部位 NVDA 佔據整體投資組合約 3.1% 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
SNDK
市值: US$605.8萬
本季最大獲利了結 / 清倉標的
APH
前期市值: US$339.4萬
在 Q1 2026 季度中，Convergence Investment Partners, LLC 共進行了 200 項持倉異動，包含新建倉 46 個部位、加碼 76 個部位、減碼 29 個部位以及清倉 49 個部位。 其中最大新建倉標的為 SNDK。 本季清倉部位包含 APH。
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。