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: 0001164833
申報總市值
US$343.1億
US$343.1億
465 檔
16.9%
Hotchkis & Wiley Capital Management LLC 在 Q1 2026 季度的美股部位總計估值為 US$343.1億，分散於 465 個持倉標的之中，反映其市場參與廣度與投資規模。
數據顯示 Hotchkis & Wiley Capital Management LLC 於 Q1 2026 季度持續回收資金，對 74 個既有部位進行裁減並清倉 44 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 WDAY, APA, FFIV）累計市值佔比達 16.9%，是驅動 Hotchkis & Wiley Capital Management LLC 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 465 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 | WDAY | Workday Inc-class A | 股票-科技 | 4.27% | +0.25% | +57.69% | |
| 2 | APA | Apa CORP | 股票-能源 | 4.19% | -1.18% | -9.68% | |
| 3 | FFIV | F5 Inc | 股票-科技 | 4.09% | -1.59% | -16.34% | |
| 4 | ERIC | Ericsson (lm) Tel-sp Adr | 股票-科技 | 2.86% | -0.63% | -10.71% | |
| 5 | C | Citigroup Inc | 股票-金融 | 2.46% | -0.60% | -8.06% | |
| 6 | AIG | American International Group | 股票-金融 | 2.37% | +0.20% | -0.39% | |
| 7 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 2.37% | -0.22% | -3.49% | |
| 8 | GEHC | GE Healthcare Technology | 股票-醫療保健 | 2.19% | +0.10% | +10.35% | |
| 9 | D | Dominion Energy Inc | 股票-公用事業 | 2.16% | -0.19% | -3.03% | |
| 10 | CRM | Salesforce Inc | 股票-科技 | 2.13% | -0.52% | +31.73% | |
| 11 | PPG | Ppg Industries Inc | 股票-原物料 | 2.03% | +0.21% | +4.81% | |
| 12 | ELV | Elevance Health Inc | 股票-醫療保健 | 1.98% | +0.29% | +6.85% | |
| 13 | GM | General Motors Co | 股票-循環性消費 | 1.94% | -0.19% | -18.75% | |
| 14 | USB | US Bancorp | 股票-金融 | 1.81% | +0.05% | -3.10% | |
| 15 | SHEL | Shell Plc-adr | 股票-能源 | 1.76% | -0.36% | -2.69% | |
| 16 | FDX | Fedex CORP | 股票-工業 | 1.75% | -0.48% | -28.87% | |
| 17 | MGA | Magna International Inc | 股票-循環性消費 | 1.69% | -0.01% | -0.09% | |
| 18 | STT | State Street CORP | 股票-金融 | 1.65% | -0.66% | -3.43% | |
| 19 | OVV | Ovintiv Inc | 股票-能源 | 1.56% | -0.23% | -3.08% | |
| 20 | WFC | Wells Fargo & Co | 股票-金融 | 1.55% | +0.16% | -3.35% | |
| 21 | SLB | Slb LTD | 股票-能源 | 1.54% | -0.62% | -17.37% | |
| 22 | CNH | CNH Industrial N.V. | 股票-工業 | 1.48% | +0.13% | +23.87% | |
| 23 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.48% | -0.23% | +21.15% | |
| 24 | OLN | Olin CORP | 股票-原物料 | 1.38% | -0.45% | -1.27% | |
| 25 | MDT | Medtronic plc | 股票-醫療保健 | 1.28% | +0.04% | -0.61% | |
| 26 | PCAR | Paccar Inc | 股票-工業 | 1.25% | -0.04% | -12.73% | |
| 27 | OMC | Omnicom Group | 股票-通訊服務 | 1.25% | +0.21% | -2.57% | |
| 28 | TFC | Truist Financial CORP | 股票-金融 | 1.07% | +0.01% | +10.14% | |
| 29 | KHC | Kraft Heinz Co/the | 股票-非循環性消費 | 1.06% | -0.01% | -3.39% | |
| 30 | CMI | Cummins Inc | 股票-工業 | 1.04% | -0.53% | -29.91% | |
| 31 | FISV | Fiserv Inc | 股票-其他 | 1.00% | +0.50% | +170.29% | |
| 32 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 1.00% | -0.03% | +1.58% | |
| 33 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.97% | +0.09% | -23.26% | |
| 34 | NOV | Nov Inc | 股票-能源 | 0.87% | -0.09% | -54.05% | |
| 35 | HUM | Humana Inc | 股票-醫療保健 | 0.86% | +0.16% | +18.00% | |
| 36 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 0.82% | +0.15% | -1.27% | |
| 37 | ZBH | Zimmer Biomet Holdings Inc | 股票-醫療保健 | 0.78% | -0.09% | +61.92% | |
| 38 | FCNCA | First Citizens Bcshs -cl A | 股票-金融 | 0.77% | +0.17% | +38.15% | |
| 39 | CDW | Cdw Corp/de | 股票-科技 | 0.76% | +0.79% | — | |
| 40 | APTV | Aptiv PLC | 股票-循環性消費 | 0.73% | +0.15% | -5.49% | |
| 41 | WPP | Wpp Plc-sponsored Adr | 股票-其他 | 0.72% | +0.03% | +48.57% | |
| 42 | SWK | Stanley Black & Decker Inc | 股票-工業 | 0.71% | +0.29% | -0.23% | |
| 43 | COP | Conocophillips | 股票-能源 | 0.69% | -0.15% | -25.48% | |
| 44 | BAC | Bank Of America CORP | 股票-金融 | 0.68% | +0.20% | -0.13% | |
| 45 | CRBG | Corebridge Financial Inc | 股票-金融 | 0.67% | +0.30% | +1.45% | |
| 46 | NSC | Norfolk Southern CORP | 股票-工業 | 0.66% | +0.01% | -3.76% | |
| 47 | SJM | Jm Smucker Co/the | 股票-非循環性消費 | 0.65% | +0.27% | +6.44% | |
| 48 | FTV | Fortive CORP | 股票-科技 | 0.62% | +0.02% | -0.72% | |
| 49 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.62% | -0.62% | EXIT | |
| 50 | LH | Labcorp Holdings Inc | 股票-醫療保健 | 0.61% | — | +101.55% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | APA | Apa CORP | +1.6% | -9.68% | 減碼 |
| 2 | FISV | Fiserv Inc | +0.6% | +170.29% | 加碼 |
| 3 | OVV | Ovintiv Inc | +0.5% | -3.08% | 減碼 |
| 4 | CNH | CNH Industrial N.V. | +0.5% | +23.87% | 加碼 |
| 5 | OLN | Olin CORP | +0.4% | -1.27% | 減碼 |
| 6 | SHEL | Shell Plc-adr | +0.4% | -2.69% | 減碼 |
| 7 | LH | Labcorp Holdings Inc | +0.3% | +101.55% | 加碼 |
| 8 | ZBH | Zimmer Biomet Holdings Inc | +0.3% | +61.92% | 加碼 |
| 9 | PPG | Ppg Industries Inc | +0.2% | +4.81% | 加碼 |
| 10 | ERIC | Ericsson (lm) Tel-sp Adr | +0.2% | -10.71% | 減碼 |
| 11 | SLB | Slb LTD | +0.2% | -17.37% | 減碼 |
| 12 | FLR | Fluor CORP | +0.2% | +12.09% | 加碼 |
| 13 | CRC | California Resources CORP | +0.2% | +35.22% | 加碼 |
| 14 | FCNCA | First Citizens Bcshs -cl A | +0.2% | +38.15% | 加碼 |
| 15 | STGW | Stagwell Inc | +0.1% | +4.45% | 加碼 |
| 16 | KOS | Kosmos Energy LTD | +0.1% | -0.29% | 減碼 |
| 17 | MGA | Magna International Inc | +0.1% | -0.09% | 減碼 |
| 18 | UHS | Universal Health Services-b | +0.1% | +660.19% | 加碼 |
| 19 | MDLZ | Mondelez International Inc-a | +0.1% | +1.58% | 加碼 |
| 20 | D | Dominion Energy Inc | +0.1% | -3.03% | 減碼 |
| 21 | SLM | Slm CORP | +0.1% | +48.28% | 加碼 |
| 22 | STZ | Constellation Brands Inc-a | +0.1% | -1.27% | 減碼 |
| 23 | RHI | Robert Half Inc | +0.1% | +149.96% | 加碼 |
| 24 | TFC | Truist Financial CORP | +0.1% | +10.14% | 加碼 |
| 25 | ZION | Zions Bancorp NA | +0.1% | +180.17% | 加碼 |
| 26 | OGE | Oge Energy CORP | +0.1% | +26.34% | 加碼 |
| 27 | BWA | Borgwarner Inc | +0.1% | -4.45% | 減碼 |
| 28 | RUSHA | Rush Enterprises Inc-cl A | +0.1% | +5.76% | 加碼 |
| 29 | GSK | Gsk Plc-spon Adr | +0.1% | -4.81% | 減碼 |
| 30 | COP | Conocophillips | +0.1% | -25.48% | 減碼 |
| 31 | SJM | Jm Smucker Co/the | +0.1% | +6.44% | 加碼 |
| 32 | VNT | Vontier CORP | 0% | +155.13% | 加碼 |
| 33 | UPBD | Upbound Group Inc | 0% | +1089.77% | 加碼 |
| 34 | WPP | Wpp Plc-sponsored Adr | 0% | +48.57% | 加碼 |
| 35 | DE | Deere & Co | 0% | -13.94% | 減碼 |
| 36 | JLL | Jones Lang Lasalle Inc | 0% | +42.06% | 加碼 |
| 37 | SMBC | Southern Missouri Bancorp | 0% | +177.07% | 加碼 |
| 38 | CCNE | Cnb Financial Corp/pa | 0% | +162.30% | 加碼 |
| 39 | ASB | Associated Banc-corp | 0% | +19.96% | 加碼 |
| 40 | NSC | Norfolk Southern CORP | — | -3.76% | 減碼 |
| 41 | SWK | Stanley Black & Decker Inc | 0% | -0.23% | 減碼 |
| 42 | HIG | Hartford Insurance Group Inc | 0% | -3.24% | 減碼 |
| 43 | CI | THE Cigna Group | 0% | -3.74% | 減碼 |
| 44 | UHAL-B | U-haul Holding Co-non Voting | 0% | -1.73% | 減碼 |
| 45 | SRG | Seritage Growth Prop- A | 0% | -30.84% | 減碼 |
| 46 | RMR | Rmr Group Inc/the - A | 0% | -54.50% | 減碼 |
| 47 | SHOO | Steven Madden LTD | 0% | -34.70% | 減碼 |
| 48 | GEHC | GE Healthcare Technology | 0% | +10.35% | 加碼 |
| 49 | SF | Stifel Financial CORP | 0% | +38.07% | 加碼 |
| 50 | MAN | Manpowergroup Inc | 0% | -44.71% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Hotchkis & Wiley Capital Management LLC 在 Q1 2026 季度的美股持倉總市值約為 US$343.1億，共申報了 465 個公開持股部位。
在 Q1 2026 季度，Hotchkis & Wiley Capital Management LLC 按市值排列的前三大核心持股分別為：WDAY (4.3%)、APA (4.2%)、FFIV (4.1%)。其中最大持股部位 WDAY 佔據整體投資組合約 4.3% 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
CDW
市值: US$2.5億
本季最大獲利了結 / 清倉標的
HCA
前期市值: US$2.1億
在 Q1 2026 季度中，Hotchkis & Wiley Capital Management LLC 共進行了 200 項持倉異動，包含新建倉 50 個部位、加碼 32 個部位、減碼 74 個部位以及清倉 44 個部位。 其中最大新建倉標的為 CDW。 本季清倉部位包含 HCA。
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。