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: 0001597857
申報總市值
US$4.7億
US$4.7億
117 檔
30.0%
根據最新整理的 13F 季度數據集，Hartree Partners, LP 於 Q1 2026 結束時的管理資產規模為 US$4.7億。該機構在本季度申報了 117 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q1 2026，Hartree Partners, LP 操作展現出積極擴展與加碼意向。本季共新建倉 78 個新部位，並對 15 個既有持股進行加碼（合計增持 93 檔），相較減碼與清倉部位顯著佔優。
整體而言，Hartree Partners, LP 的前 5 大持股（包含 SGU, VG, OVV）貢獻了組合市值的 30.0%，形成該機構在 Q1 2026 季度的基本面基石。
| # | 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 | SGU | Star Group LP | 股票-其他 | 8.95% | +0.36% | — | |
| 2 | VG | Venture Global Inc-cl A | 股票-能源 | 5.87% | -2.31% | — | |
| 3 | OVV | Ovintiv Inc | 股票-能源 | 5.76% | +0.70% | -26.89% | |
| 4 | HDSN | Hudson Technologies Inc | 股票-其他 | 4.79% | +0.61% | — | |
| 5 | LNG | Cheniere Energy Inc | 股票-能源 | 4.75% | -0.93% | +1851.72% | |
| 6 | DVN | Devon Energy CORP | 股票-能源 | 4.64% | +3.62% | +669.92% | |
| 7 | CVE | Cenovus Energy Inc | 股票-能源 | 4.48% | -2.58% | +203.85% | |
| 8 | GLP | Global Partners LP | 股票-其他 | 3.99% | -2.55% | -13.05% | |
| 9 | TNK | Teekay Tankers Ltd. | 股票-其他 | 2.91% | +1.54% | +25.01% | |
| 10 | MEOH | Methanex CORP | 股票-其他 | 2.74% | -0.14% | — | |
| 11 | CNR | Core Natural Resources Inc | 股票-能源 | 2.35% | +0.75% | — | |
| 12 | IAG | Iamgold CORP | 股票-其他 | 2.30% | -1.25% | +23.47% | |
| 13 | OC | Owens Corning | 股票-工業 | 2.29% | -2.29% | EXIT | |
| 14 | L | Loews CORP | 股票-金融 | 2.12% | +0.90% | +45.41% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 1.86% | +0.33% | — | |
| 16 | PDS | Precision Drilling CORP | 股票-其他 | 1.74% | +0.39% | — | |
| 17 | CHRD | Chord Energy CORP | 股票-能源 | 1.71% | -1.71% | EXIT | |
| 18 | ASC | Ardmore Shipping Corporation | 股票-其他 | 1.68% | +0.33% | — | |
| 19 | PR | Permian Resources Corp-cl A | 股票-能源 | 1.56% | -1.56% | EXIT | |
| 20 | NRG | Nrg Energy Inc | 股票-公用事業 | 1.44% | +1.90% | — | |
| 21 | ✓ | Schmid Group N.v. | 股票-其他 | 1.39% | +0.18% | +20.44% | |
| 22 | KGC | Kinross Gold CORP | 股票-原物料 | 1.25% | -0.61% | +247.27% | |
| 23 | ZIM | ZIM Integrated Shipping Services Ltd. | 股票-其他 | 1.13% | -1.13% | EXIT | |
| 24 | B | Barrick Mining CORP | 股票-原物料 | 1.12% | -0.65% | -63.00% | |
| 25 | ✓ | Lafayette Acquisition CORP | 股票-其他 | 1.06% | -1.06% | EXIT | |
| 26 | SDRL | Seadrill Limited | 股票-其他 | 1.05% | -0.15% | — | |
| 27 | NVGS | Navigator Holdings Ltd. | 股票-其他 | 1.00% | -0.01% | — | |
| 28 | BTE | Baytex Energy CORP | 股票-其他 | 0.96% | +0.88% | -43.26% | |
| 29 | FANG | Diamondback Energy Inc | 股票-能源 | 0.91% | -0.91% | EXIT | |
| 30 | VST | Vistra CORP | 股票-公用事業 | 0.85% | -0.11% | — | |
| 31 | SBSW | Sibanye-stillwater Ltd-adr | 股票-其他 | 0.84% | -0.84% | EXIT | |
| 32 | ✓ | Rf Acquisition CORP Iii | 股票-其他 | 0.81% | — | — | |
| 33 | SBLK | Star Bulk Carriers Corp. | 股票-其他 | 0.74% | -0.42% | — | |
| 34 | CTRA | Coterra Energy Inc | 股票-能源 | 0.71% | -0.71% | EXIT | |
| 35 | EXE | Expand Energy CORP | 股票-能源 | 0.68% | -0.68% | EXIT | |
| 36 | VNOM | Viper Energy Inc-cl A | 股票-能源 | 0.68% | -0.68% | EXIT | |
| 37 | AA | Alcoa CORP | 股票-原物料 | 0.68% | -0.68% | EXIT | |
| 38 | EQX | Equinox Gold CORP | 股票-其他 | 0.63% | -0.35% | +38.49% | |
| 39 | CENX | Century Aluminum Company | 股票-原物料 | 0.63% | -0.43% | -76.93% | |
| 40 | ET | Energy Transfer LP | 股票-能源 | 0.62% | +0.44% | — | |
| 41 | DAR | Darling Ingredients Inc | 股票-非循環性消費 | 0.61% | +3.06% | — | |
| 42 | BMM | Blue Moon Metals Inc | 股票-其他 | 0.58% | -0.01% | — | |
| 43 | SHEL | Shell Plc-adr | 股票-能源 | 0.53% | -0.12% | +26.19% | |
| 44 | ✓ | Rice Acquisition CORP 3 | 股票-其他 | 0.51% | — | — | |
| 45 | TLN | Talen Energy CORP | 股票-公用事業 | 0.51% | +0.10% | -46.43% | |
| 46 | BG | Bunge Global SA | 股票-非循環性消費 | 0.46% | +0.67% | -66.67% | |
| 47 | CDE | Coeur Mining Inc | 股票-原物料 | 0.46% | -0.08% | +100.00% | |
| 48 | CGAU | Centerra Gold Inc | 股票-其他 | 0.46% | -0.34% | +14.29% | |
| 49 | ADM | Archer-daniels-midland Co | 股票-非循環性消費 | 0.44% | -0.44% | EXIT | |
| 50 | XLB | Ss Materials Select Sector | ETF-其他 | 0.43% | -0.43% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | VG | Venture Global Inc-cl A | +5.9% | NEW | 新建倉 |
| 2 | LNG | Cheniere Energy Inc | +4.5% | +1851.72% | 加碼 |
| 3 | DVN | Devon Energy CORP | +3.9% | +669.92% | 加碼 |
| 4 | CVE | Cenovus Energy Inc | +2.9% | +203.85% | 加碼 |
| 5 | MEOH | Methanex CORP | +2.7% | NEW | 新建倉 |
| 6 | CNR | Core Natural Resources Inc | +2.4% | NEW | 新建倉 |
| 7 | OC | Owens Corning | +2.3% | NEW | 新建倉 |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1.9% | NEW | 新建倉 |
| 9 | ASC | Ardmore Shipping Corporation | +1.7% | NEW | 新建倉 |
| 10 | PR | Permian Resources Corp-cl A | +1.6% | NEW | 新建倉 |
| 11 | NRG | Nrg Energy Inc | +1.4% | NEW | 新建倉 |
| 12 | CHRD | Chord Energy CORP | +1.2% | +262.07% | 加碼 |
| 13 | ZIM | ZIM Integrated Shipping Services Ltd. | +1.1% | NEW | 新建倉 |
| 14 | ✓ | Lafayette Acquisition CORP | +1.1% | NEW | 新建倉 |
| 15 | SDRL | Seadrill Limited | +1.1% | NEW | 新建倉 |
| 16 | NVGS | Navigator Holdings Ltd. | +1% | NEW | 新建倉 |
| 17 | FANG | Diamondback Energy Inc | +0.9% | NEW | 新建倉 |
| 18 | VST | Vistra CORP | +0.9% | NEW | 新建倉 |
| 19 | ✓ | Rf Acquisition CORP Iii | +0.8% | NEW | 新建倉 |
| 20 | SBLK | Star Bulk Carriers Corp. | +0.7% | NEW | 新建倉 |
| 21 | CTRA | Coterra Energy Inc | +0.7% | NEW | 新建倉 |
| 22 | KGC | Kinross Gold CORP | +0.7% | +247.27% | 加碼 |
| 23 | VNOM | Viper Energy Inc-cl A | +0.7% | NEW | 新建倉 |
| 24 | AA | Alcoa CORP | +0.7% | NEW | 新建倉 |
| 25 | ET | Energy Transfer LP | +0.6% | NEW | 新建倉 |
| 26 | DAR | Darling Ingredients Inc | +0.6% | NEW | 新建倉 |
| 27 | BMM | Blue Moon Metals Inc | +0.6% | NEW | 新建倉 |
| 28 | ✓ | Rice Acquisition CORP 3 | +0.5% | NEW | 新建倉 |
| 29 | ADM | Archer-daniels-midland Co | +0.4% | NEW | 新建倉 |
| 30 | XLB | Ss Materials Select Sector | +0.4% | NEW | 新建倉 |
| 31 | GDX | Vaneck Gold Miners ETF | +0.4% | NEW | 新建倉 |
| 32 | SSRM | Ssr Mining Inc | +0.4% | NEW | 新建倉 |
| 33 | MPLX | Mplx LP | +0.4% | NEW | 新建倉 |
| 34 | TEN | Tsakos Energy Navigation Limited | +0.4% | NEW | 新建倉 |
| 35 | STNG | Scorpio Tankers Inc. | +0.3% | NEW | 新建倉 |
| 36 | NEWP | New Pacific Metals CORP | +0.3% | NEW | 新建倉 |
| 37 | TAC | Transalta CORP | +0.3% | NEW | 新建倉 |
| 38 | DOW | Dow Inc | +0.2% | NEW | 新建倉 |
| 39 | KEX | Kirby CORP | +0.2% | NEW | 新建倉 |
| 40 | RSP | Invesco S&p 500 Equal Weight | +0.2% | NEW | 新建倉 |
| 41 | MT | Arcelormittal-ny Registered | +0.2% | +430.72% | 加碼 |
| 42 | EWZ | Ishares Msci Brazil ETF | +0.2% | NEW | 新建倉 |
| 43 | CF | Cf Industries Holdings Inc | +0.2% | NEW | 新建倉 |
| 44 | DCH | Dauch Corporation | +0.2% | NEW | 新建倉 |
| 45 | AEM | Agnico Eagle Mines LTD | +0.2% | NEW | 新建倉 |
| 46 | PAAS | Pan American Silver CORP | +0.2% | NEW | 新建倉 |
| 47 | ✓ | Schmid Group N.v. | +0.2% | NEW | 新建倉 |
| 48 | NXE | Nexgen Energy LTD | +0.2% | NEW | 新建倉 |
| 49 | GLD | Spdr Gold Shares | +0.2% | NEW | 新建倉 |
| 50 | EMR | Emerson Electric Co | +0.2% | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Hartree Partners, LP 在 Q1 2026 季度的美股持倉總市值約為 US$4.7億，共申報了 117 個公開持股部位。
在 Q1 2026 季度，Hartree Partners, LP 按市值排列的前三大核心持股分別為：SGU (8.9%)、VG (5.9%)、OVV (5.8%)。其中最大持股部位 SGU 佔據整體投資組合約 8.9% 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
VG
市值: US$2741.0萬
本季最大獲利了結 / 清倉標的
DAC
前期市值: US$595.1萬
在 Q1 2026 季度中，Hartree Partners, LP 共進行了 128 項持倉異動，包含新建倉 78 個部位、加碼 15 個部位、減碼 13 個部位以及清倉 22 個部位。 其中最大新建倉標的為 VG。 本季清倉部位包含 DAC。
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。