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: 0002078760
申報總市值
US$1.7億
US$1.7億
95 檔
19.4%
在 Q1 2026 申報期間，Eddie Patel Inc（CIK: 0002078760）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$1.7億，共持有 95 個公開申報部位。
數據顯示 Eddie Patel Inc 於 Q1 2026 季度持續回收資金，對 46 個既有部位進行裁減並清倉 38 個標的，組合整體流動性比重有所上升。
從部位權重觀察，前 5 大標的（包含 XLE, XLU, QQQM）累計市值佔比達 19.4%，是驅動 Eddie Patel Inc 該季度整體投資組合績效表現的核心支柱。
| # | 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 | XLE | Ss Energy Select Sector | ETF-其他 | 7.17% | -4.44% | — | |
| 2 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 4.95% | -4.95% | EXIT | |
| 3 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 4.52% | -0.46% | -22.65% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 4.29% | +0.66% | -11.26% | |
| 5 | ANGL | Vaneck Fallen Angel High Yld | ETF-其他 | 4.04% | -3.76% | — | |
| 6 | GLD | Spdr Gold Shares | ETF-避險與商品 | 3.87% | -1.01% | -62.33% | |
| 7 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 3.24% | -3.06% | +46.68% | |
| 8 | QQQI | Neos Nasdaq-100 High Inc ETF | ETF-科技型 | 3.22% | -0.90% | -20.91% | |
| 9 | BLV | Vanguard Long-term Bond ETF | ETF-其他 | 3.00% | -3.00% | EXIT | |
| 10 | MU | Micron Technology Inc | 股票-科技 | 2.24% | +2.38% | +3.02% | |
| 11 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.18% | +0.26% | +23.05% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 2.15% | -0.01% | -11.90% | |
| 13 | AGX | Argan Inc | 股票-工業 | 2.11% | -0.11% | +16.83% | |
| 14 | CLS | Celestica Inc | 股票-科技 | 1.67% | -0.29% | +1.86% | |
| 15 | APP | Applovin Corp-class A | 股票-科技 | 1.66% | +0.18% | +6.09% | |
| 16 | STRL | Sterling Infrastructure Inc | 股票-工業 | 1.62% | +0.49% | -4.26% | |
| 17 | NBIS | Nebius Group N.V. | 股票-其他 | 1.42% | +1.07% | +24.48% | |
| 18 | HIMS | Hims & Hers Health Inc | 股票-醫療保健 | 1.36% | +0.36% | -10.94% | |
| 19 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 1.35% | -1.35% | EXIT | |
| 20 | JNK | Ss Spdr Bb High Yield Bond | ETF-非投資等級債 | 1.34% | -1.05% | +236.26% | |
| 21 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.33% | +0.27% | -9.73% | |
| 22 | KGC | Kinross Gold CORP | 股票-原物料 | 1.21% | -0.24% | -0.83% | |
| 23 | CDE | Coeur Mining Inc | 股票-原物料 | 1.19% | -0.50% | +3.91% | |
| 24 | SSRM | Ssr Mining Inc | 股票-原物料 | 1.15% | -0.15% | -11.77% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.08% | -0.12% | +67.83% | |
| 26 | PARR | Par Pacific Holdings Inc | 股票-能源 | 1.07% | +0.13% | -17.02% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 1.05% | -1.05% | EXIT | |
| 28 | RKLB | Rocket Lab CORP | 股票-工業 | 0.95% | -0.02% | -17.70% | |
| 29 | LITE | Lumentum Holdings Inc | 股票-科技 | 0.95% | -0.14% | — | |
| 30 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.93% | -0.20% | -25.14% | |
| 31 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-其他 | 0.92% | -0.92% | EXIT | |
| 32 | NEM | Newmont CORP | 股票-原物料 | 0.91% | +0.07% | — | |
| 33 | ICSH | Ishares Ultra Short Duration | ETF-其他 | 0.90% | -0.90% | EXIT | |
| 34 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.89% | -0.05% | +325.79% | |
| 35 | DY | Dycom Industries Inc | 股票-工業 | 0.88% | +0.33% | — | |
| 36 | POWL | Powell Industries Inc | 股票-工業 | 0.85% | +0.21% | -27.29% | |
| 37 | B | Barrick Mining CORP | 股票-原物料 | 0.85% | +0.04% | — | |
| 38 | FN | Fabrinet | 股票-科技 | 0.83% | +0.24% | — | |
| 39 | EZPW | Ezcorp Inc-cl A | 股票-其他 | 0.82% | +0.38% | -19.80% | |
| 40 | UNFI | United Natural Foods Inc | 股票-非循環性消費 | 0.76% | +0.21% | -36.58% | |
| 41 | INCY | Incyte CORP | 股票-醫療保健 | 0.73% | +0.52% | -15.16% | |
| 42 | SNDK | Sandisk CORP | 股票-科技 | 0.72% | -0.12% | — | |
| 43 | TIGO | Millicom International Cellular S.A. | 股票-通訊服務 | 0.71% | +0.44% | -17.67% | |
| 44 | MELI | Mercadolibre Inc | 股票-循環性消費 | 0.70% | -0.14% | +61.28% | |
| 45 | CVSA | Covista Inc | 股票-非循環性消費 | 0.68% | +0.09% | -18.91% | |
| 46 | LMND | Lemonade Inc | 股票-金融 | 0.66% | -0.66% | EXIT | |
| 47 | AMD | Advanced Micro Devices | 股票-科技 | 0.66% | +0.61% | -24.55% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.66% | -0.66% | EXIT | |
| 49 | UBER | Uber Technologies Inc | 股票-工業 | 0.66% | +0.44% | -14.02% | |
| 50 | SPOT | Spotify Technology S.A. | 股票-通訊服務 | 0.60% | +0.03% | +17.15% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AGX | Argan Inc | +1.1% | +16.83% | 加碼 |
| 2 | SGOV | Ishares 0-3 Month Treasury B | +1.1% | +46.68% | 加碼 |
| 3 | JNK | Ss Spdr Bb High Yield Bond | +1% | +236.26% | 加碼 |
| 4 | META | Meta Platforms Inc-class A | +0.7% | +325.79% | 加碼 |
| 5 | NBIS | Nebius Group N.V. | +0.5% | +24.48% | 加碼 |
| 6 | MU | Micron Technology Inc | +0.5% | +3.02% | 加碼 |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | +67.83% | 加碼 |
| 8 | STRL | Sterling Infrastructure Inc | +0.4% | -4.26% | 減碼 |
| 9 | PARR | Par Pacific Holdings Inc | +0.4% | -17.02% | 減碼 |
| 10 | AMZN | Amazon.com Inc | +0.3% | +23.05% | 加碼 |
| 11 | IEF | Ishares 7-10 Year Treasury B | +0.2% | +56.49% | 加碼 |
| 12 | MELI | Mercadolibre Inc | +0.2% | +61.28% | 加碼 |
| 13 | SSRM | Ssr Mining Inc | +0.2% | -11.77% | 減碼 |
| 14 | POWL | Powell Industries Inc | +0.2% | -27.29% | 減碼 |
| 15 | CDE | Coeur Mining Inc | +0.1% | +3.91% | 加碼 |
| 16 | KGC | Kinross Gold CORP | +0.1% | -0.83% | 減碼 |
| 17 | CRCL | Circle Internet Group Inc | +0.1% | +0.15% | 加碼 |
| 18 | TIGO | Millicom International Cellular S.A. | +0.1% | -17.67% | 減碼 |
| 19 | EZPW | Ezcorp Inc-cl A | +0.1% | -19.80% | 減碼 |
| 20 | CAT | Caterpillar Inc | +0.1% | +0.20% | 加碼 |
| 21 | RDDT | Reddit Inc-cl A | +0.1% | +84.30% | 加碼 |
| 22 | SCHD | Schwab US Dvd Equity ETF | +0.1% | -3.15% | 減碼 |
| 23 | ASTS | Ast Spacemobile Inc | 0% | -11.19% | 減碼 |
| 24 | CLS | Celestica Inc | — | +1.86% | 加碼 |
| 25 | SPOT | Spotify Technology S.A. | — | +17.15% | 加碼 |
| 26 | QTEC | First Trust Nasdq 100 Tech I | 0% | -1.50% | 減碼 |
| 27 | AAPL | Apple Inc | 0% | -1.91% | 減碼 |
| 28 | TEM | Tempus Ai Inc-cl A | 0% | +19.30% | 加碼 |
| 29 | STRT | Strattec Security CORP | 0% | -15.39% | 減碼 |
| 30 | IREN | IREN Limited | 0% | -3.30% | 減碼 |
| 31 | EAT | Brinker International Inc | -0.1% | -12.79% | 減碼 |
| 32 | CVSA | Covista Inc | -0.1% | -18.91% | 減碼 |
| 33 | SYF | Synchrony Financial | -0.1% | -11.05% | 減碼 |
| 34 | NET | Cloudflare Inc - Class A | -0.1% | -31.06% | 減碼 |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -13.14% | 減碼 |
| 36 | UNFI | United Natural Foods Inc | -0.1% | -36.58% | 減碼 |
| 37 | ASML | ASML Holding N.V. | -0.1% | -52.99% | 減碼 |
| 38 | OSCR | Oscar Health Inc - Class A | -0.1% | -7.39% | 減碼 |
| 39 | MFC | Manulife Financial CORP | -0.1% | -22.48% | 減碼 |
| 40 | SKYW | Skywest Inc | -0.1% | -20.20% | 減碼 |
| 41 | INCY | Incyte CORP | -0.1% | -15.16% | 減碼 |
| 42 | CRDO | Credo Technology Group Holding Ltd | -0.2% | +15.32% | 加碼 |
| 43 | UBER | Uber Technologies Inc | -0.2% | -14.02% | 減碼 |
| 44 | FLNC | Fluence Energy Inc | -0.2% | -21.28% | 減碼 |
| 45 | SOFI | Sofi Technologies Inc | -0.2% | -0.49% | 減碼 |
| 46 | GOOG | Alphabet Inc-cl C | -0.2% | -9.73% | 減碼 |
| 47 | ALAB | Astera Labs Inc | -0.2% | +2.71% | 加碼 |
| 48 | AMD | Advanced Micro Devices | -0.2% | -24.55% | 減碼 |
| 49 | CCL1EUR | Carnival CORP LTD | -0.3% | -23.95% | 減碼 |
| 50 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.3% | -25.14% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Eddie Patel Inc 在 Q1 2026 季度的美股持倉總市值約為 US$1.7億，共申報了 95 個公開持股部位。
在 Q1 2026 季度，Eddie Patel Inc 按市值排列的前三大核心持股分別為：XLE (7.2%)、XLU (5.0%)、QQQM (4.5%)。其中最大持股部位 XLE 佔據整體投資組合約 7.2% 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
XLE
市值: US$933.3萬
本季最大獲利了結 / 清倉標的
WLDN
前期市值: US$150.7萬
在 Q1 2026 季度中，Eddie Patel Inc 共進行了 133 項持倉異動，包含新建倉 29 個部位、加碼 20 個部位、減碼 46 個部位以及清倉 38 個部位。 其中最大新建倉標的為 XLE。 本季清倉部位包含 WLDN。
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。