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: 0001810873
申報總市值
US$33.6億
US$33.6億
618 檔
25.3%
在 Q1 2026 申報期間，Elequin Capital, LP（CIK: 0001810873）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$33.6億，共持有 618 個公開申報部位。
Q1 2026 數據顯示 Elequin Capital, LP 積極進場，新開立 80 個部位並同步加碼 35 檔個股，反映機構在該季度的資金注入與籌碼積累。
從部位權重觀察，前 5 大標的（包含 DUK 4.125 04-15-26, NVDA, HTHT 3 05-01-26）累計市值佔比達 25.3%，是驅動 Elequin Capital, LP 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 618 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 | DUK 4.125 04-15-26債券 | Duke Energy CORP | 債券 | 42.94% | -42.94% | EXIT | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 12.06% | -7.29% | -45.89% | |
| 3 | HTHT 3 05-01-26債券 | H World Group LTD | 債券 | 7.87% | -7.87% | EXIT | |
| 4 | VTR 3.75 06-01-26債券 | Ventas Realty LP | 債券 | 4.22% | -4.22% | EXIT | |
| 5 | FE 4 05-01-26債券 | Firstenergy CORP | 債券 | 4.21% | -4.21% | EXIT | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.42% | -0.83% | -1.64% | |
| 7 | CNX 2.25 05-01-26債券 | Cnx Resources CORP | 債券 | 2.08% | -2.08% | EXIT | |
| 8 | BSMT | Invesco Bulletshares 2029 Mb | ETF-其他 | 1.86% | -1.86% | EXIT | |
| 9 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.71% | -1.70% | — | |
| 10 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密貨幣 | 1.24% | +0.16% | +143.27% | |
| 11 | CLOA | Ishares Aaa Clo Act Etf-usdi | ETF-其他 | 1.06% | -1.06% | +157687.06% | |
| 12 | NEE 7.299 06-01-27債券 | Nextera Energy Inc | 債券 | 1.03% | -0.92% | +1401.81% | |
| 13 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.98% | -0.82% | +1700.00% | |
| 14 | BSOL | Bitwise Solana Staking ETF | ETF-其他 | 0.78% | -0.78% | EXIT | |
| 15 | BITB | Bitwise Bitcoin ETF | ETF-加密貨幣 | 0.71% | -0.71% | +43.80% | |
| 16 | GCAL | Dynamic California Muni ETF | ETF-其他 | 0.69% | -0.67% | — | |
| 17 | LITE 1.5 12-15-29債券 | Lumentum Holdings Inc | 債券 | 0.68% | +0.84% | — | |
| 18 | SCHY | Schwab International Dvd ETF | ETF-其他 | 0.67% | -0.62% | — | |
| 19 | CGMU | Cap Group Municipal Income | ETF-其他 | 0.61% | -0.60% | +1608.93% | |
| 20 | FEMB | First Trust Emerging Markets | ETF-新興市場 | 0.56% | -0.55% | +2424.45% | |
| 21 | FBTC | Fidelity Wise Origin Bitcoin | ETF-加密貨幣 | 0.46% | -0.46% | +1071.25% | |
| 22 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-其他 | 0.45% | -0.40% | — | |
| 23 | GSOL | Grayscale Solana Staking ETF | ETF-其他 | 0.43% | -0.43% | EXIT | |
| 24 | COIN | Coinbase Global Inc -class A | 股票-金融 | 0.36% | -0.34% | +25.06% | |
| 25 | HPE 7.625 09-01-27債券 | Hp Enterprise Co | 債券 | 0.35% | -0.32% | — | |
| 26 | MSTR | Strategy Inc | 股票-科技 | 0.35% | -0.19% | +10.63% | |
| 27 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 0.34% | +0.02% | -41.86% | |
| 28 | ORCL 6.5 01-15-29 D債券 | Oracle CORP | 債券 | 0.34% | -0.21% | — | |
| 29 | MCHP 7.5 03-15-28債券 | Microchip Technology Inc | 債券 | 0.31% | -0.26% | +247.71% | |
| 30 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-其他 | 0.30% | -0.29% | — | |
| 31 | PVAL | Putnam Focused Lrg Cap Value | ETF-其他 | 0.30% | -0.30% | — | |
| 32 | FEGE | First Eagle Gl Equity ETF | ETF-其他 | 0.27% | -0.27% | EXIT | |
| 33 | MMIN | Nyli Mackay Muni Insured ETF | ETF-其他 | 0.27% | -0.27% | EXIT | |
| 34 | LONZ | Pimco Senior Loan Active ETF | ETF-其他 | 0.26% | -0.26% | EXIT | |
| 35 | ALB 7.25 03-01-27債券 | Albemarle CORP | 債券 | 0.26% | -0.21% | — | |
| 36 | CGDV | Cap Group Dividend Value | ETF-其他 | 0.26% | -0.26% | EXIT | |
| 37 | TSLA | Tesla Inc | 股票-循環性消費 | 0.24% | -0.15% | -98.76% | |
| 38 | EVSM | Eaton Vance Shrt Dur Muni | ETF-其他 | 0.24% | -0.23% | — | |
| 39 | BA | Boeing Co/the | 股票-工業 | 0.23% | -0.23% | EXIT | |
| 40 | SMCI | Super Micro Computer Inc | 股票-科技 | 0.21% | -0.13% | +205.29% | |
| 41 | INCM | Franklin Income Focus ETF | ETF-其他 | 0.20% | -0.20% | EXIT | |
| 42 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 0.20% | -0.18% | -15.49% | |
| 43 | VRIG | Invesco Variable Rate Invest | ETF-其他 | 0.19% | -0.19% | +32320.42% | |
| 44 | HIMS | Hims & Hers Health Inc | 股票-醫療保健 | 0.19% | +0.04% | +44352.44% | |
| 45 | GDX | Vaneck Gold Miners ETF | ETF-避險與商品 | 0.18% | -0.18% | EXIT | |
| 46 | ARKB | Ark 21shares Bitcoin ETF | ETF-加密貨幣 | 0.18% | -0.18% | +5411.03% | |
| 47 | GDMN | Wisdomtree Eff Gold Pl Miner | ETF-避險與商品 | 0.17% | -0.14% | — | |
| 48 | HYGH | Ishares Int Rate Hedg Hy ETF | ETF-其他 | 0.15% | -0.14% | — | |
| 49 | BMNR | Bitmine Immersion Technologi | 股票-金融 | 0.15% | -0.09% | — | |
| 50 | PCG 6 12-01-27 A債券 | Pg&e CORP | 債券 | 0.15% | -0.12% | +123.59% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BSMT | Invesco Bulletshares 2029 Mb | +1.7% | +1110.45% | 加碼 |
| 2 | CLOA | Ishares Aaa Clo Act Etf-usdi | +1.1% | +157687.06% | 加碼 |
| 3 | NEE 7.299 06-01-27債券 | Nextera Energy Inc | +1% | +1401.81% | 加碼 |
| 4 | GLD | Spdr Gold Shares | +0.9% | +1700.00% | 加碼 |
| 5 | IBIT | Ishares Bitcoin Trust ETF | +0.7% | +143.27% | 加碼 |
| 6 | CGMU | Cap Group Municipal Income | +0.6% | +1608.93% | 加碼 |
| 7 | FEMB | First Trust Emerging Markets | +0.6% | +2424.45% | 加碼 |
| 8 | FBTC | Fidelity Wise Origin Bitcoin | +0.4% | +1071.25% | 加碼 |
| 9 | LONZ | Pimco Senior Loan Active ETF | +0.3% | +94600.00% | 加碼 |
| 10 | MCHP 7.5 03-15-28債券 | Microchip Technology Inc | +0.2% | +247.71% | 加碼 |
| 11 | INCM | Franklin Income Focus ETF | +0.2% | +9291.20% | 加碼 |
| 12 | BA | Boeing Co/the | +0.2% | +743.91% | 加碼 |
| 13 | VRIG | Invesco Variable Rate Invest | +0.2% | +32320.42% | 加碼 |
| 14 | HIMS | Hims & Hers Health Inc | +0.2% | +44352.44% | 加碼 |
| 15 | ARKB | Ark 21shares Bitcoin ETF | +0.2% | +5411.03% | 加碼 |
| 16 | MMIN | Nyli Mackay Muni Insured ETF | +0.2% | +169.12% | 加碼 |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -1.64% | 減碼 |
| 18 | BITB | Bitwise Bitcoin ETF | +0.1% | +43.80% | 加碼 |
| 19 | SMCI | Super Micro Computer Inc | +0.1% | +205.29% | 加碼 |
| 20 | BTSG 6.75 02-01-27債券 | Brightspring Health Serv | +0.1% | +7312.98% | 加碼 |
| 21 | GDX | Vaneck Gold Miners ETF | +0.1% | +482.62% | 加碼 |
| 22 | PCG 6 12-01-27 A債券 | Pg&e CORP | +0.1% | +123.59% | 加碼 |
| 23 | ARES 6.75 10-01-27 B債券 | Ares Management CORP | +0.1% | +275.73% | 加碼 |
| 24 | VTEC | Vanguard Ca Tax-ex Bond | +0.1% | +323766.67% | 加碼 |
| 25 | MSTZ | T-rex 2x Inverse Mstr Dt ETF | +0.1% | +11070.38% | 加碼 |
| 26 | BRRR | Coinshares Bitcoin ETF | +0.1% | +1515.06% | 加碼 |
| 27 | KKR | Kkr & Co Inc | 0% | +3752.08% | 加碼 |
| 28 | QXO | Qxo Inc | 0% | +10892.17% | 加碼 |
| 29 | BRKR 6.375 09-01-28債券 | Bruker CORP | 0% | +1234.88% | 加碼 |
| 30 | COIN | Coinbase Global Inc -class A | 0% | +25.06% | 加碼 |
| 31 | NOVT | Novanta Inc | 0% | +396.07% | 加碼 |
| 32 | MSTR | Strategy Inc | 0% | +10.63% | 加碼 |
| 33 | GDS | Gds Holdings LTD - Adr | 0% | +734.57% | 加碼 |
| 34 | DLR | Digital Realty Trust Inc | 0% | +1475.56% | 加碼 |
| 35 | APLD | Applied Digital CORP | 0% | +398.19% | 加碼 |
| 36 | BABA | Alibaba Group Holding-sp Adr | 0% | -61.54% | 減碼 |
| 37 | SO | Southern Co/the | 0% | -69.54% | 減碼 |
| 38 | VTEI | Vanguard Int Tax-exempt Bond | 0% | -12.10% | 減碼 |
| 39 | ULTY | Yieldmax Ultra Option Inc | 0% | -42.10% | 減碼 |
| 40 | VMBS | Vanguard Mortgage-backed Sec | 0% | -99.11% | 減碼 |
| 41 | VSOL | Vaneck Solana ETF | 0% | +5.54% | 加碼 |
| 42 | CAIE | Calamos Autocallable Inc ETF | 0% | -65.68% | 減碼 |
| 43 | BNDX | Vanguard Total Intl Bond ETF | 0% | -99.62% | 減碼 |
| 44 | PLTR | Palantir Technologies Inc-a | -0.1% | -15.49% | 減碼 |
| 45 | TSM | Taiwan Semiconductor-sp Adr | -0.1% | -69.72% | 減碼 |
| 46 | MUNY | Vanguard Ny Tax-ex Bond | -0.2% | -93.24% | 減碼 |
| 47 | JMST | JPM Ultra-short Muni Income | -0.2% | -41.86% | 減碼 |
| 48 | FSOL | Fidelity Solana Fund | -0.4% | -88.15% | 減碼 |
| 49 | GSOL | Grayscale Solana Staking ETF | -0.8% | -52.53% | 減碼 |
| 50 | AAPL | Apple Inc | -2% | -100.00% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Elequin Capital, LP 在 Q1 2026 季度的美股持倉總市值約為 US$33.6億，共申報了 618 個公開持股部位。
在 Q1 2026 季度，Elequin Capital, LP 按市值排列的前三大核心持股分別為：DUK 4.125 04-15-26 (42.9%)、NVDA (12.1%)、HTHT 3 05-01-26 (7.9%)。其中最大持股部位 DUK 4.125 04-15-26 佔據整體投資組合約 42.9% 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
DUK 4.125 04-15-26
市值: US$5.1億
本季最大獲利了結 / 清倉標的
AXON 0.5 12-15-27
前期市值: US$7014.8萬
在 Q1 2026 季度中，Elequin Capital, LP 共進行了 200 項持倉異動，包含新建倉 80 個部位、加碼 35 個部位、減碼 22 個部位以及清倉 63 個部位。 其中最大新建倉標的為 DUK 4.125 04-15-26。 本季清倉部位包含 AXON 0.5 12-15-27。
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。