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: 0001909846
申報總市值
US$1.7億
US$1.7億
2838 檔
7.4%
根據最新整理的 13F 季度數據集，Covestor Ltd 於 Q1 2026 結束時的管理資產規模為 US$1.7億。該機構在本季度申報了 2838 檔美股持倉，呈現出該時期的主要投資地圖。
Covestor Ltd 在 Q1 2026 的調整主要集中於風險出清，清倉與減碼部位合計達 155 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
檢視投資組合結構，前 5 大主力部位（包含 VEA, VTI, NVDA）占據了總市值的 7.4%，展現出該機構在 Q1 2026 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 2838 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 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 2.29% | -0.20% | +1.67% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 2.16% | +0.02% | +3.84% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 1.59% | -0.40% | -11.42% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.54% | -0.09% | +3.72% | |
| 5 | WULF | Terawulf Inc | 股票-金融 | 1.34% | +0.58% | -18.40% | |
| 6 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.18% | -0.99% | +1091.83% | |
| 7 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 1.17% | -0.12% | +2.65% | |
| 8 | MTUS | Metallus Inc | 股票-其他 | 1.17% | -0.81% | +2065100.00% | |
| 9 | JOE | St Joe Co/the | 股票-其他 | 1.03% | -0.18% | -6.71% | |
| 10 | RYZ | Ryerson Holding CORP | 股票-其他 | 0.99% | -0.97% | +18332.46% | |
| 11 | FEIM | Frequency Electronics Inc | 股票-其他 | 0.97% | -0.77% | — | |
| 12 | ONDS | Ondas Inc | 股票-科技 | 0.86% | -0.86% | EXIT | |
| 13 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.84% | -0.09% | -13.52% | |
| 14 | AAPL | Apple Inc | 股票-科技 | 0.78% | — | -29.83% | |
| 15 | CLSK | Cleanspark Inc | 股票-金融 | 0.77% | -0.21% | +1018961.54% | |
| 16 | CORZ | Core Scientific Inc | 股票-科技 | 0.76% | +0.22% | +11.49% | |
| 17 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.70% | -0.23% | +4.30% | |
| 18 | MSFT | Microsoft CORP | 股票-科技 | 0.69% | -0.11% | -25.12% | |
| 19 | OSK | Oshkosh CORP | 股票-工業 | 0.67% | -0.09% | -6.06% | |
| 20 | SPXL | Direxion Daily S&p 500 Bull | ETF-大型股與成長 | 0.66% | +0.14% | -4.66% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.64% | -0.08% | +44.29% | |
| 22 | PDYN | Palladyne Ai CORP | 股票-其他 | 0.63% | -0.30% | +18.15% | |
| 23 | BND | Vanguard Total Bond Market | ETF-其他 | 0.63% | -0.07% | +3.24% | |
| 24 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.56% | +0.03% | -9.46% | |
| 25 | FWRD | Forward Air CORP | 股票-其他 | 0.55% | -0.49% | +23.93% | |
| 26 | ECHO | Echostar Corp-a | 股票-通訊服務 | 0.55% | +0.54% | -46.05% | |
| 27 | NBIS | Nebius Group N.V. | 股票-其他 | 0.55% | -0.41% | -31.15% | |
| 28 | RCAT | Red Cat Holdings Inc | 股票-其他 | 0.53% | -0.32% | — | |
| 29 | UMAC | Unusual Machines Inc /us | 股票-其他 | 0.53% | +0.25% | +80.83% | |
| 30 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.51% | -0.06% | -28.88% | |
| 31 | HUT | Hut 8 CORP | 股票-金融 | 0.50% | +0.52% | -27.96% | |
| 32 | DE | Deere & Co | 股票-工業 | 0.48% | -0.04% | -7.83% | |
| 33 | HA7 | Enviri CORP | 股票-其他 | 0.47% | -0.47% | EXIT | |
| 34 | FAST | Fastenal Co | 股票-工業 | 0.46% | -0.38% | +323.69% | |
| 35 | CF | Cf Industries Holdings Inc | 股票-原物料 | 0.46% | -0.18% | -2.69% | |
| 36 | CNQ | Canadian Natural Resources | 股票-能源 | 0.43% | -0.14% | — | |
| 37 | MSM | Msc Industrial Direct Co-a | 股票-工業 | 0.43% | -0.38% | +404.59% | |
| 38 | AVGO | Broadcom Inc | 股票-科技 | 0.42% | -0.02% | -15.86% | |
| 39 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.42% | -0.12% | +266.53% | |
| 40 | VISN | Vistance Networks Inc | 股票-科技 | 0.41% | +0.07% | -1.40% | |
| 41 | ABG | Asbury Automotive Group | 股票-循環性消費 | 0.38% | -0.05% | -0.71% | |
| 42 | KTOS | Kratos Defense & Security | 股票-工業 | 0.37% | -0.37% | +2293.73% | |
| 43 | MUB | Ishares National Muni Bond E | ETF-其他 | 0.37% | -0.03% | +2.50% | |
| 44 | SCHP | Schwab U.s. Tips ETF | ETF-其他 | 0.36% | -0.04% | +1.40% | |
| 45 | KMT | Kennametal Inc | 股票-其他 | 0.35% | -0.31% | +207.21% | |
| 46 | USHY | Ishares Broad Usd High Yield | ETF-非投資等級債 | 0.34% | -0.03% | +6.77% | |
| 47 | WDAY | Workday Inc-class A | 股票-科技 | 0.34% | -0.30% | +1363.42% | |
| 48 | MA | Mastercard Inc - A | 股票-金融 | 0.34% | -0.06% | -11.82% | |
| 49 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.32% | +0.01% | +4.28% | |
| 50 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.32% | -0.14% | +20.71% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MTUS | Metallus Inc | +1.2% | +2065100.00% | 加碼 |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +1.1% | +1091.83% | 加碼 |
| 3 | RYZ | Ryerson Holding CORP | +1% | +18332.46% | 加碼 |
| 4 | CLSK | Cleanspark Inc | +0.8% | +1018961.54% | 加碼 |
| 5 | VEA | Vanguard Ftse Developed ETF | +0.6% | +1.67% | 加碼 |
| 6 | ONDS | Ondas Inc | +0.6% | +143.57% | 加碼 |
| 7 | FAST | Fastenal Co | +0.4% | +323.69% | 加碼 |
| 8 | MSM | Msc Industrial Direct Co-a | +0.4% | +404.59% | 加碼 |
| 9 | KTOS | Kratos Defense & Security | +0.4% | +2293.73% | 加碼 |
| 10 | PDYN | Palladyne Ai CORP | +0.4% | +18.15% | 加碼 |
| 11 | SHY | Ishares 1-3 Year Treasury Bo | +0.3% | +266.53% | 加碼 |
| 12 | WDAY | Workday Inc-class A | +0.3% | +1363.42% | 加碼 |
| 13 | CIFR | Cipher Digital Inc | +0.3% | +87656.41% | 加碼 |
| 14 | UMAC | Unusual Machines Inc /us | +0.3% | +80.83% | 加碼 |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | +44.29% | 加碼 |
| 16 | KMT | Kennametal Inc | +0.3% | +207.21% | 加碼 |
| 17 | CORZ | Core Scientific Inc | +0.3% | +11.49% | 加碼 |
| 18 | CF | Cf Industries Holdings Inc | +0.3% | -2.69% | 減碼 |
| 19 | AVAV | Aerovironment Inc | +0.2% | +2731.43% | 加碼 |
| 20 | TKR | Timken Co | +0.2% | +85.06% | 加碼 |
| 21 | SLB | Slb LTD | +0.2% | +242.99% | 加碼 |
| 22 | CNQ | Canadian Natural Resources | +0.2% | — | 不變 |
| 23 | RVMD | Revolution Medicines Inc | +0.2% | +996.53% | 加碼 |
| 24 | TRIP | Tripadvisor Inc | +0.2% | +509.77% | 加碼 |
| 25 | GLD | Spdr Gold Shares | +0.2% | +64.55% | 加碼 |
| 26 | NXDR | Nextdoor Holdings Inc | +0.2% | +153.14% | 加碼 |
| 27 | CNX | Cnx Resources CORP | +0.2% | +1792.77% | 加碼 |
| 28 | RYAM | Rayonier Advanced Materials | +0.2% | +113.05% | 加碼 |
| 29 | DOMO | Domo Inc - Class B | +0.2% | +408029.41% | 加碼 |
| 30 | PLTR | Palantir Technologies Inc-a | +0.2% | +134.09% | 加碼 |
| 31 | NRGV | Energy Vault Holdings Inc | +0.2% | +140.42% | 加碼 |
| 32 | NVDA | Nvidia CORP | +0.1% | -11.42% | 減碼 |
| 33 | LAD | Lithia Motors Inc | +0.1% | +2485.29% | 加碼 |
| 34 | CLH | Clean Harbors Inc | +0.1% | +1043.33% | 加碼 |
| 35 | WDC | Western Digital CORP | +0.1% | -3.97% | 減碼 |
| 36 | VDE | Vanguard Energy ETF | +0.1% | +2.69% | 加碼 |
| 37 | CROX | Crocs Inc | +0.1% | +1416.45% | 加碼 |
| 38 | BLDR | Builders Firstsource Inc | +0.1% | +1502.27% | 加碼 |
| 39 | IEF | Ishares 7-10 Year Treasury B | +0.1% | +326.86% | 加碼 |
| 40 | OZK | Bank Ozk | +0.1% | +153.21% | 加碼 |
| 41 | CMCO | Columbus Mckinnon Corp/ny | +0.1% | +178720.00% | 加碼 |
| 42 | SIL | Global X Silver Miners ETF | +0.1% | +154.74% | 加碼 |
| 43 | NBIS | Nebius Group N.V. | +0.1% | -31.15% | 減碼 |
| 44 | GOOG | Alphabet Inc-cl C | +0.1% | -9.46% | 減碼 |
| 45 | GOOGL | Alphabet Inc-cl A | 0% | -13.52% | 減碼 |
| 46 | SPXL | Direxion Daily S&p 500 Bull | 0% | -4.66% | 減碼 |
| 47 | FWRD | Forward Air CORP | 0% | +23.93% | 加碼 |
| 48 | MA | Mastercard Inc - A | 0% | -11.82% | 減碼 |
| 49 | AVGO | Broadcom Inc | — | -15.86% | 減碼 |
| 50 | HUT | Hut 8 CORP | 0% | -27.96% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Covestor Ltd 在 Q1 2026 季度的美股持倉總市值約為 US$1.7億，共申報了 2838 個公開持股部位。
在 Q1 2026 季度，Covestor Ltd 按市值排列的前三大核心持股分別為：VEA (2.3%)、VTI (2.2%)、NVDA (1.6%)。其中最大持股部位 VEA 佔據整體投資組合約 2.3% 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
FEIM
市值: US$140.6萬
本季最大獲利了結 / 清倉標的
BW
前期市值: US$111.0萬
在 Q1 2026 季度中，Covestor Ltd 共進行了 199 項持倉異動，包含新建倉 5 個部位、加碼 39 個部位、減碼 150 個部位以及清倉 5 個部位。 其中最大新建倉標的為 FEIM。 本季清倉部位包含 BW。
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。