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: 0001698461
申報總市值
US$11.6億
US$11.6億
295 檔
44.6%
截至 Q2 2026 季度末，Counterpoint Mutual Funds LLC 的美股持倉估值約為 US$11.6億，全數申報部位共有 295 檔。
Counterpoint Mutual Funds LLC 在 Q2 2026 進行了結構性的板塊輪動與部位換股。在開立 69 個全新部位及加碼 31 檔持股的同時，亦同步清倉 47 檔並減碼 42 檔標的。
整體而言，Counterpoint Mutual Funds LLC 的前 5 大持股（包含 IVV, USHY, JNK）貢獻了組合市值的 44.6%，形成該機構在 Q2 2026 季度的基本面基石。
僅顯示前 200 大持股（共 295 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 | 15.24% | -1.64% | — | |
| 2 | USHY | Ishares Broad Usd High Yield | ETF-非投資等級債 | 11.11% | -11.11% | EXIT | |
| 3 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投資等級債 | 8.34% | -8.34% | EXIT | |
| 4 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 8.33% | -8.33% | EXIT | |
| 5 | CPAI | Counterpoint Quan Equity ETF | ETF-其他 | 8.04% | -1.06% | +0.90% | |
| 6 | ALAB | Astera Labs Inc | 股票-科技 | 1.10% | -0.09% | -46.45% | |
| 7 | MU | Micron Technology Inc | 股票-科技 | 0.90% | -0.03% | -43.65% | |
| 8 | BRBR | Bellring Brands Inc | 股票-非循環性消費 | 0.89% | -0.17% | +134.16% | |
| 9 | PL | Planet Labs Pbc | 股票-工業 | 0.87% | -0.87% | EXIT | |
| 10 | CNC | Centene CORP | 股票-醫療保健 | 0.84% | -0.06% | -8.90% | |
| 11 | BKD | Brookdale Senior Living Inc | 股票-其他 | 0.84% | -0.84% | EXIT | |
| 12 | FSLY | Fastly Inc - Class A | 股票-科技 | 0.80% | -0.80% | EXIT | |
| 13 | AMD | Advanced Micro Devices | 股票-科技 | 0.79% | -0.79% | EXIT | |
| 14 | ECHO | Echostar Corp-a | 股票-通訊服務 | 0.79% | -0.77% | +868.04% | |
| 15 | MRVL | Marvell Technology Inc | 股票-科技 | 0.79% | +0.12% | — | |
| 16 | CXW | Corecivic Inc | 股票-其他 | 0.79% | -0.77% | +821.12% | |
| 17 | BB | Blackberry LTD | 股票-其他 | 0.79% | +0.21% | — | |
| 18 | COR | Cencora Inc | 股票-醫療保健 | 0.79% | -0.74% | +1485.34% | |
| 19 | INTC | Intel CORP | 股票-科技 | 0.78% | +0.14% | — | |
| 20 | DELL | Dell Technologies -c | 股票-科技 | 0.77% | — | — | |
| 21 | CENX | Century Aluminum Company | 股票-原物料 | 0.76% | -0.76% | EXIT | |
| 22 | ABCL | Abcellera Biologics Inc | 股票-其他 | 0.75% | -0.75% | EXIT | |
| 23 | CAH | Cardinal Health Inc | 股票-醫療保健 | 0.75% | +0.07% | — | |
| 24 | MPWR | Monolithic Power Systems Inc | 股票-科技 | 0.75% | -0.75% | EXIT | |
| 25 | PBF | Pbf Energy Inc-class A | 股票-能源 | 0.75% | +0.08% | — | |
| 26 | HPE | Hewlett Packard Enterprise | 股票-科技 | 0.73% | +0.26% | — | |
| 27 | ALHC | Alignment Healthcare Inc | 股票-其他 | 0.73% | -0.71% | — | |
| 28 | DVA | Davita Inc | 股票-醫療保健 | 0.73% | +0.05% | — | |
| 29 | ADTN | Adtran Holdings Inc | 股票-其他 | 0.73% | -0.70% | +1519.35% | |
| 30 | AAPL | Apple Inc | 股票-科技 | 0.73% | -0.73% | EXIT | |
| 31 | CASY | Casey's General Stores Inc | 股票-循環性消費 | 0.73% | -0.73% | EXIT | |
| 32 | NTAP | Netapp Inc | 股票-科技 | 0.72% | -0.62% | — | |
| 33 | ALB | Albemarle CORP | 股票-原物料 | 0.72% | -0.72% | EXIT | |
| 34 | BTSG | Brightspring Health Services | 股票-其他 | 0.72% | -0.72% | EXIT | |
| 35 | TH | Target Hospitality CORP | 股票-其他 | 0.72% | -0.72% | EXIT | |
| 36 | CBOE | Cboe Global Markets Inc | 股票-金融 | 0.71% | -0.71% | EXIT | |
| 37 | HCA | Hca Healthcare Inc | 股票-醫療保健 | 0.71% | -0.71% | EXIT | |
| 38 | CVE | Cenovus Energy Inc | 股票-能源 | 0.71% | -0.71% | EXIT | |
| 39 | MCK | Mckesson CORP | 股票-醫療保健 | 0.71% | +0.12% | — | |
| 40 | AMN | Amn Healthcare Services Inc | 股票-其他 | 0.70% | -0.70% | EXIT | |
| 41 | ENSG | Ensign Group Inc/the | 股票-醫療保健 | 0.70% | -0.62% | +3044.25% | |
| 42 | KSS | Kohls CORP | 股票-循環性消費 | 0.70% | -0.63% | +1962.45% | |
| 43 | KGS | Kodiak Gas Services Inc | 股票-其他 | 0.70% | -0.66% | — | |
| 44 | APA | Apa CORP | 股票-能源 | 0.70% | -0.70% | EXIT | |
| 45 | VRRM | Verra Mobility CORP | 股票-其他 | 0.70% | -0.64% | +400.83% | |
| 46 | COP | Conocophillips | 股票-能源 | 0.70% | -0.68% | — | |
| 47 | OXY | Occidental Petroleum CORP | 股票-能源 | 0.69% | +0.08% | — | |
| 48 | HPQ | Hp Inc | 股票-科技 | 0.68% | +0.18% | — | |
| 49 | PODD | Insulet CORP | 股票-醫療保健 | 0.68% | -0.66% | — | |
| 50 | SMCI | Super Micro Computer Inc | 股票-科技 | 0.68% | -0.57% | +2304.76% |
| # | 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 | +15.2% | NEW | 新建倉 |
| 2 | USHY | Ishares Broad Usd High Yield | +8% | +447.50% | 加碼 |
| 3 | JNK | Ss Spdr Bb High Yield Bond | +6% | +446.93% | 加碼 |
| 4 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +6% | +447.33% | 加碼 |
| 5 | PL | Planet Labs Pbc | +0.9% | NEW | 新建倉 |
| 6 | MRVL | Marvell Technology Inc | +0.8% | NEW | 新建倉 |
| 7 | BB | Blackberry LTD | +0.8% | NEW | 新建倉 |
| 8 | INTC | Intel CORP | +0.8% | NEW | 新建倉 |
| 9 | DELL | Dell Technologies -c | +0.8% | NEW | 新建倉 |
| 10 | ABCL | Abcellera Biologics Inc | +0.8% | NEW | 新建倉 |
| 11 | CAH | Cardinal Health Inc | +0.8% | NEW | 新建倉 |
| 12 | MPWR | Monolithic Power Systems Inc | +0.8% | NEW | 新建倉 |
| 13 | PBF | Pbf Energy Inc-class A | +0.8% | NEW | 新建倉 |
| 14 | HPE | Hewlett Packard Enterprise | +0.7% | NEW | 新建倉 |
| 15 | ALHC | Alignment Healthcare Inc | +0.7% | NEW | 新建倉 |
| 16 | DVA | Davita Inc | +0.7% | NEW | 新建倉 |
| 17 | AAPL | Apple Inc | +0.7% | NEW | 新建倉 |
| 18 | CASY | Casey's General Stores Inc | +0.7% | NEW | 新建倉 |
| 19 | FSLY | Fastly Inc - Class A | +0.7% | +2297.58% | 加碼 |
| 20 | NTAP | Netapp Inc | +0.7% | NEW | 新建倉 |
| 21 | ALB | Albemarle CORP | +0.7% | NEW | 新建倉 |
| 22 | BTSG | Brightspring Health Services | +0.7% | NEW | 新建倉 |
| 23 | TH | Target Hospitality CORP | +0.7% | NEW | 新建倉 |
| 24 | AMD | Advanced Micro Devices | +0.7% | +405.52% | 加碼 |
| 25 | CXW | Corecivic Inc | +0.7% | +821.12% | 加碼 |
| 26 | COR | Cencora Inc | +0.7% | +1485.34% | 加碼 |
| 27 | CBOE | Cboe Global Markets Inc | +0.7% | NEW | 新建倉 |
| 28 | HCA | Hca Healthcare Inc | +0.7% | NEW | 新建倉 |
| 29 | CVE | Cenovus Energy Inc | +0.7% | NEW | 新建倉 |
| 30 | MCK | Mckesson CORP | +0.7% | NEW | 新建倉 |
| 31 | KGS | Kodiak Gas Services Inc | +0.7% | NEW | 新建倉 |
| 32 | APA | Apa CORP | +0.7% | NEW | 新建倉 |
| 33 | COP | Conocophillips | +0.7% | NEW | 新建倉 |
| 34 | OXY | Occidental Petroleum CORP | +0.7% | NEW | 新建倉 |
| 35 | HPQ | Hp Inc | +0.7% | NEW | 新建倉 |
| 36 | PODD | Insulet CORP | +0.7% | NEW | 新建倉 |
| 37 | JBLU | Jetblue Airways CORP | +0.7% | NEW | 新建倉 |
| 38 | ADTN | Adtran Holdings Inc | +0.7% | +1519.35% | 加碼 |
| 39 | CENX | Century Aluminum Company | +0.7% | +1341.11% | 加碼 |
| 40 | KSS | Kohls CORP | +0.7% | +1962.45% | 加碼 |
| 41 | ENSG | Ensign Group Inc/the | +0.7% | +3044.25% | 加碼 |
| 42 | ECHO | Echostar Corp-a | +0.7% | +868.04% | 加碼 |
| 43 | SMCI | Super Micro Computer Inc | +0.7% | +2304.76% | 加碼 |
| 44 | COCO | Vita Coco Co Inc/the | +0.6% | NEW | 新建倉 |
| 45 | ALAB | Astera Labs Inc | +0.4% | -46.45% | 減碼 |
| 46 | MU | Micron Technology Inc | +0.2% | -43.65% | 減碼 |
| 47 | BRBR | Bellring Brands Inc | +0.2% | +134.16% | 加碼 |
| 48 | CNC | Centene CORP | +0.1% | -8.90% | 減碼 |
| 49 | BKD | Brookdale Senior Living Inc | +0.1% | +51.94% | 加碼 |
| 50 | NWL | Newell Brands Inc | +0.1% | +49.21% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Counterpoint Mutual Funds LLC 在 Q2 2026 季度的美股持倉總市值約為 US$11.6億，共申報了 295 個公開持股部位。
在 Q2 2026 季度，Counterpoint Mutual Funds LLC 按市值排列的前三大核心持股分別為：IVV (15.2%)、USHY (11.1%)、JNK (8.3%)。其中最大持股部位 IVV 佔據整體投資組合約 15.2% 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
IVV
市值: US$1.5億
本季最大獲利了結 / 清倉標的
BIL
前期市值: US$2.0億
在 Q2 2026 季度中，Counterpoint Mutual Funds LLC 共進行了 189 項持倉異動，包含新建倉 69 個部位、加碼 31 個部位、減碼 42 個部位以及清倉 47 個部位。 其中最大新建倉標的為 IVV。 本季清倉部位包含 BIL。
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。