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: 0001909570
申報總市值
US$1.2億
US$1.2億
56 檔
21.0%
在 Q1 2026 申報期間，Figure 8 Investment Strategies LLC（CIK: 0001909570）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$1.2億，共持有 56 個公開申報部位。
數據顯示 Figure 8 Investment Strategies LLC 於 Q1 2026 季度持續回收資金，對 35 個既有部位進行裁減並清倉 9 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 AAPL, GOOGL, MSFT）累計市值佔比達 21.0%，是驅動 Figure 8 Investment Strategies LLC 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 | AAPL | Apple Inc | 股票-科技 | 6.41% | -0.20% | -4.83% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 5.50% | +0.44% | -19.80% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 5.08% | -0.63% | -1.71% | |
| 4 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 3.80% | +0.90% | -31.35% | |
| 5 | TJX | Tjx Companies Inc | 股票-循環性消費 | 3.54% | -0.66% | -21.88% | |
| 6 | GLW | Corning Inc | 股票-科技 | 3.19% | +0.76% | -13.77% | |
| 7 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 3.04% | -0.60% | -8.62% | |
| 8 | TT | Trane Technologies plc | 股票-工業 | 3.01% | +0.06% | -12.72% | |
| 9 | NXT | Nextpower Inc-cl A | 股票-科技 | 2.98% | -0.83% | -2.65% | |
| 10 | AMAL | Amalgamated Financial CORP | 股票-其他 | 2.51% | +0.10% | -18.86% | |
| 11 | FLEX | Flex Ltd. | 股票-科技 | 2.49% | +1.82% | -9.60% | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 2.48% | +0.63% | -2.09% | |
| 13 | WAT | Waters CORP | 股票-醫療保健 | 2.30% | +0.21% | +2.24% | |
| 14 | LIN | Linde plc | 股票-原物料 | 2.29% | -0.21% | -4.07% | |
| 15 | XYL | Xylem Inc | 股票-工業 | 2.29% | -0.50% | -2.73% | |
| 16 | NFLX | Netflix Inc | 股票-通訊服務 | 2.24% | -0.77% | -3.08% | |
| 17 | ASML | ASML Holding N.V. | 股票-科技 | 2.12% | +0.63% | -0.61% | |
| 18 | DE | Deere & Co | 股票-工業 | 2.04% | -0.03% | -5.33% | |
| 19 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 2.01% | +0.50% | -14.45% | |
| 20 | DHI | Dr Horton Inc | 股票-循環性消費 | 2.01% | +0.02% | +50.97% | |
| 21 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.82% | -0.30% | +44.58% | |
| 22 | SPGI | S&p Global Inc | 股票-金融 | 1.79% | -0.39% | +116.57% | |
| 23 | ICE | Intercontinental Exchange In | 股票-金融 | 1.74% | -0.82% | +7.54% | |
| 24 | PLD | Prologis Inc | 股票-房地產 | 1.72% | -0.19% | -1.13% | |
| 25 | AZN | AstraZeneca PLC | 股票-醫療保健 | 1.70% | -0.24% | — | |
| 26 | SYK | Stryker CORP | 股票-醫療保健 | 1.64% | -0.31% | -2.33% | |
| 27 | SCHW | Schwab (charles) CORP | 股票-金融 | 1.59% | -0.05% | +63.98% | |
| 28 | DHR | Danaher CORP | 股票-醫療保健 | 1.56% | -0.51% | +1.83% | |
| 29 | WTW | Willis Towers Watson Public Limited Company | 股票-金融 | 1.54% | -0.45% | -2.85% | |
| 30 | FSLR | First Solar Inc | 股票-科技 | 1.52% | +0.09% | +1.09% | |
| 31 | HASI | Ha Sustainable Infrastructur | 股票-金融 | 1.51% | -0.08% | -27.11% | |
| 32 | SONY | Sony Group CORP - Sp Adr | 股票-科技 | 1.45% | -0.25% | -6.43% | |
| 33 | APTV | Aptiv PLC | 股票-循環性消費 | 1.42% | -0.25% | +1.03% | |
| 34 | NVT | nVent Electric plc | 股票-工業 | 1.31% | +0.32% | +0.95% | |
| 35 | AVY | Avery Dennison CORP | 股票-循環性消費 | 1.25% | -0.26% | +0.01% | |
| 36 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-其他 | 1.25% | +0.10% | +3.42% | |
| 37 | ADBE | Adobe Inc | 股票-科技 | 1.20% | -0.54% | -6.90% | |
| 38 | INTC | Intel CORP | 股票-科技 | 1.16% | +1.17% | -10.56% | |
| 39 | HDB | Hdfc Bank Ltd-adr | 股票-金融 | 1.15% | -1.15% | EXIT | |
| 40 | GSK | Gsk Plc-spon Adr | 股票-醫療保健 | 1.09% | +0.62% | +8.59% | |
| 41 | AWK | American Water Works Co Inc | 股票-公用事業 | 0.99% | -0.24% | +0.04% | |
| 42 | LEVI | Levi Strauss & Co- Class A | 股票-其他 | 0.92% | +0.17% | +0.56% | |
| 43 | NYT | New York Times Co-a | 股票-通訊服務 | 0.90% | -0.23% | -2.01% | |
| 44 | NOW | Servicenow Inc | 股票-科技 | 0.76% | +0.83% | — | |
| 45 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.74% | -0.03% | -35.28% | |
| 46 | COO | Cooper Cos Inc/the | 股票-醫療保健 | 0.69% | -0.16% | -4.06% | |
| 47 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 0.67% | +0.08% | — | |
| 48 | AVB | Avalonbay Communities Inc | 股票-房地產 | 0.64% | +0.03% | -2.37% | |
| 49 | MELI | Mercadolibre Inc | 股票-循環性消費 | 0.58% | +0.56% | +16.95% | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.50% | — | -10.21% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GLW | Corning Inc | +1% | -13.77% | 減碼 |
| 2 | NXT | Nextpower Inc-cl A | +1% | -2.65% | 減碼 |
| 3 | SPGI | S&p Global Inc | +0.9% | +116.57% | 加碼 |
| 4 | DHI | Dr Horton Inc | +0.7% | +50.97% | 加碼 |
| 5 | SCHW | Schwab (charles) CORP | +0.7% | +63.98% | 加碼 |
| 6 | ASML | ASML Holding N.V. | +0.6% | -0.61% | 減碼 |
| 7 | DIS | Walt Disney Co/the | +0.5% | +44.58% | 加碼 |
| 8 | LIN | Linde plc | +0.4% | -4.07% | 減碼 |
| 9 | DE | Deere & Co | +0.4% | -5.33% | 減碼 |
| 10 | COST | Costco Wholesale CORP | +0.4% | -8.62% | 減碼 |
| 11 | NVT | nVent Electric plc | +0.3% | +0.95% | 加碼 |
| 12 | GSK | Gsk Plc-spon Adr | +0.3% | +8.59% | 加碼 |
| 13 | ICE | Intercontinental Exchange In | +0.2% | +7.54% | 加碼 |
| 14 | NYT | New York Times Co-a | +0.2% | -2.01% | 減碼 |
| 15 | PLD | Prologis Inc | +0.2% | -1.13% | 減碼 |
| 16 | AMAL | Amalgamated Financial CORP | +0.2% | -18.86% | 減碼 |
| 17 | NFLX | Netflix Inc | +0.2% | -3.08% | 減碼 |
| 18 | FLEX | Flex Ltd. | +0.2% | -9.60% | 減碼 |
| 19 | INTC | Intel CORP | +0.2% | -10.56% | 減碼 |
| 20 | DMXF | Ishares Esg Advanc Msci Eafe | +0.2% | +3.42% | 加碼 |
| 21 | AWK | American Water Works Co Inc | +0.1% | +0.04% | 加碼 |
| 22 | TT | Trane Technologies plc | +0.1% | -12.72% | 減碼 |
| 23 | AVY | Avery Dennison CORP | +0.1% | +0.01% | 加碼 |
| 24 | MELI | Mercadolibre Inc | +0.1% | +16.95% | 加碼 |
| 25 | MU | Micron Technology Inc | 0% | -11.73% | 減碼 |
| 26 | PNC | Pnc Financial Services Group | 0% | +3.45% | 加碼 |
| 27 | APTV | Aptiv PLC | 0% | +1.03% | 加碼 |
| 28 | SYK | Stryker CORP | — | -2.33% | 減碼 |
| 29 | DSI | Ishares Esg Msci Kld 400 ETF | — | -6.40% | 減碼 |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -10.00% | 減碼 |
| 31 | LEVI | Levi Strauss & Co- Class A | 0% | +0.56% | 加碼 |
| 32 | AVB | Avalonbay Communities Inc | 0% | -2.37% | 減碼 |
| 33 | VTI | Vanguard Total Stock Mkt ETF | 0% | -10.21% | 減碼 |
| 34 | COO | Cooper Cos Inc/the | -0.1% | -4.06% | 減碼 |
| 35 | WTW | Willis Towers Watson Public Limited Company | -0.1% | -2.85% | 減碼 |
| 36 | HASI | Ha Sustainable Infrastructur | -0.1% | -27.11% | 減碼 |
| 37 | DHR | Danaher CORP | -0.1% | +1.83% | 加碼 |
| 38 | XYL | Xylem Inc | -0.2% | -2.73% | 減碼 |
| 39 | AAPL | Apple Inc | -0.2% | -4.83% | 減碼 |
| 40 | BSX | Boston Scientific CORP | -0.2% | +2.34% | 加碼 |
| 41 | V | Visa Inc-class A Shares | -0.2% | -2.09% | 減碼 |
| 42 | FSLR | First Solar Inc | -0.3% | +1.09% | 加碼 |
| 43 | SONY | Sony Group CORP - Sp Adr | -0.3% | -6.43% | 減碼 |
| 44 | WAT | Waters CORP | -0.3% | +2.24% | 加碼 |
| 45 | NXPI | NXP Semiconductors N.V. | -0.4% | -14.45% | 減碼 |
| 46 | GOOG | Alphabet Inc-cl C | -0.4% | -35.28% | 減碼 |
| 47 | TJX | Tjx Companies Inc | -0.4% | -21.88% | 減碼 |
| 48 | HDB | Hdfc Bank Ltd-adr | -0.4% | -2.12% | 減碼 |
| 49 | WDAY | Workday Inc-class A | -0.4% | -23.35% | 減碼 |
| 50 | ADBE | Adobe Inc | -0.5% | -6.90% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Figure 8 Investment Strategies LLC 在 Q1 2026 季度的美股持倉總市值約為 US$1.2億，共申報了 56 個公開持股部位。
在 Q1 2026 季度，Figure 8 Investment Strategies LLC 按市值排列的前三大核心持股分別為：AAPL (6.4%)、GOOGL (5.5%)、MSFT (5.1%)。其中最大持股部位 AAPL 佔據整體投資組合約 6.4% 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
AZN
市值: US$174.0萬
本季最大獲利了結 / 清倉標的
AZNN
前期市值: US$147.4萬
在 Q1 2026 季度中，Figure 8 Investment Strategies LLC 共進行了 65 項持倉異動，包含新建倉 3 個部位、加碼 18 個部位、減碼 35 個部位以及清倉 9 個部位。 其中最大新建倉標的為 AZN。 本季清倉部位包含 AZNN。
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。