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: 0001475597
申報總市值
US$547.6億
US$547.6億
3727 檔
15.0%
Hrt Financial LP 在 Q1 2026 季度的美股部位總計估值為 US$547.6億，分散於 3727 個持倉標的之中，反映其市場參與廣度與投資規模。
Q1 2026 數據顯示 Hrt Financial LP 積極進場，新開立 57 個部位並同步加碼 75 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 SPY, QQQ, IWM）累計市值佔比達 15.0%，是驅動 Hrt Financial 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 3727 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 11.21% | -1.05% | -3.46% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.69% | +1.17% | +66.38% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 2.43% | -0.03% | -4.73% | |
| 4 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 1.64% | -1.19% | +1894.14% | |
| 5 | MSFT | Microsoft Corporation | 股票-科技 | 1.54% | -1.54% | EXIT | |
| 6 | SNDK | Sandisk CORP | 股票-科技 | 1.42% | -0.93% | +1250.55% | |
| 7 | VOO | Vanguard S&P 500 ETF | ETF-大型股與成長 | 1.07% | -0.95% | — | |
| 8 | NVDA | NVIDIA Corporation | 股票-科技 | 1.00% | -0.26% | +16.69% | |
| 9 | AAPL | Apple Inc. | 股票-科技 | 0.93% | -0.51% | +27.94% | |
| 10 | ✓ | Amazon Com Inc | 股票-其他 | 0.89% | -0.89% | EXIT | |
| 11 | WMT | Walmart Inc | 股票-非循環性消費 | 0.85% | -0.75% | -22.71% | |
| 12 | ✓ | Ishares Tr | 股票-其他 | 0.83% | -0.45% | +1368.81% | |
| 13 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.77% | -0.60% | +30922.77% | |
| 14 | AAPL | Apple Inc | 股票-科技 | 0.75% | -0.75% | EXIT | |
| 15 | META | Meta Platforms, Inc. | 股票-通訊服務 | 0.72% | -0.47% | -20.70% | |
| 16 | MRVL | Marvell Technology Inc | 股票-科技 | 0.67% | -0.67% | EXIT | |
| 17 | AMD | Advanced Micro Devices, Inc. | 股票-科技 | 0.62% | +0.45% | +78.45% | |
| 18 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.61% | +0.39% | +296.69% | |
| 19 | VOO | Vanguard S&P 500 ETF | ETF-大型股與成長 | 0.58% | -0.54% | — | |
| 20 | ✓ | Ishares Tr | 股票-其他 | 0.56% | -0.15% | — | |
| 21 | AMZN | Amazon.com, Inc. | 股票-循環性消費 | 0.53% | +0.13% | +9.04% | |
| 22 | AMD | Advanced Micro Devices, Inc. | 股票-科技 | 0.52% | -0.04% | +288.70% | |
| 23 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.50% | -0.18% | — | |
| 24 | CSCO | Cisco Systems Inc | 股票-科技 | 0.47% | -0.20% | +169.66% | |
| 25 | LRCX | Lam Research CORP | 股票-科技 | 0.46% | -0.30% | +54.74% | |
| 26 | CVNA | Carvana Co. | 股票-循環性消費 | 0.45% | -0.22% | +335.74% | |
| 27 | VLO | Valero Energy CORP | 股票-能源 | 0.45% | -0.35% | — | |
| 28 | LNG | Cheniere Energy Inc | 股票-能源 | 0.43% | -0.29% | +94.92% | |
| 29 | ✓ | Palantir Technologies Inc | 股票-其他 | 0.42% | -0.42% | EXIT | |
| 30 | ✓ | Ishares Tr | 股票-其他 | 0.42% | +0.55% | +1012.02% | |
| 31 | MCHX | Marchex, Inc. | 股票-其他 | 0.40% | -0.15% | -71.81% | |
| 32 | ✓ | Palantir Technologies Inc | 股票-其他 | 0.40% | +0.08% | +146.36% | |
| 33 | LMT | Lockheed Martin CORP | 股票-工業 | 0.39% | -0.39% | EXIT | |
| 34 | C | Citigroup Inc | 股票-金融 | 0.39% | -0.25% | +66.88% | |
| 35 | MSFT | Microsoft Corporation | 股票-科技 | 0.37% | -0.37% | EXIT | |
| 36 | CVX | Chevron CORP | 股票-能源 | 0.36% | -0.15% | +79.42% | |
| 37 | LITE | Lumentum Holdings Inc | 股票-科技 | 0.36% | -0.36% | EXIT | |
| 38 | TSLA | Tesla, Inc. | 股票-循環性消費 | 0.35% | -0.35% | EXIT | |
| 39 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.34% | -0.12% | +263.74% | |
| 40 | ORCL | Oracle Corporation | 股票-科技 | 0.34% | -0.18% | +169.15% | |
| 41 | AVGO | Broadcom Inc. | 股票-科技 | 0.34% | +0.29% | -17.37% | |
| 42 | MU | Micron Technology, Inc. | 股票-科技 | 0.33% | +0.70% | — | |
| 43 | SOFI | Sofi Technologies Inc | 股票-金融 | 0.33% | -0.22% | +343.09% | |
| 44 | ✓ | United Therapeutics CORP Del | 股票-其他 | 0.32% | -0.22% | — | |
| 45 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 0.31% | -0.23% | +942.66% | |
| 46 | GOOG | Alphabet Inc. | 股票-通訊服務 | 0.31% | -0.19% | +187.63% | |
| 47 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.30% | -0.20% | +93.03% | |
| 48 | VZ | Verizon Communications Inc | 股票-通訊服務 | 0.29% | -0.29% | +106.34% | |
| 49 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.29% | +0.85% | -52.45% | |
| 50 | AMGN | Amgen Inc | 股票-醫療保健 | 0.28% | -0.28% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | TLT | iShares 20+ Year Treasury Bond ETF | +1.5% | +1894.14% | 加碼 |
| 2 | SNDK | Sandisk CORP | +1.4% | +1250.55% | 加碼 |
| 3 | MSFT | Microsoft Corporation | +1.3% | +911.01% | 加碼 |
| 4 | ✓ | Ishares Tr | +0.8% | +1368.81% | 加碼 |
| 5 | TLT | iShares 20+ Year Treasury Bond ETF | +0.8% | +30922.77% | 加碼 |
| 6 | QQQ | Invesco Qqq Trust Series 1 | +0.7% | +66.38% | 加碼 |
| 7 | TLT | iShares 20+ Year Treasury Bond ETF | +0.4% | +296.69% | 加碼 |
| 8 | ✓ | Ishares Tr | +0.4% | +1012.02% | 加碼 |
| 9 | ✓ | Amazon Com Inc | +0.4% | +131.81% | 加碼 |
| 10 | AMD | Advanced Micro Devices, Inc. | +0.3% | +288.70% | 加碼 |
| 11 | TSLA | Tesla, Inc. | +0.3% | +1035.44% | 加碼 |
| 12 | ✓ | Palantir Technologies Inc | +0.3% | +384.57% | 加碼 |
| 13 | MRVL | Marvell Technology Inc | +0.3% | +88.58% | 加碼 |
| 14 | LITE | Lumentum Holdings Inc | +0.3% | +187.33% | 加碼 |
| 15 | BMY | Bristol-myers Squibb Co | +0.3% | +942.66% | 加碼 |
| 16 | CVNA | Carvana Co. | +0.3% | +335.74% | 加碼 |
| 17 | CSCO | Cisco Systems Inc | +0.3% | +169.66% | 加碼 |
| 18 | LNG | Cheniere Energy Inc | +0.2% | +94.92% | 加碼 |
| 19 | LMT | Lockheed Martin CORP | +0.2% | +142.16% | 加碼 |
| 20 | HAL | Halliburton Co | +0.2% | +615.04% | 加碼 |
| 21 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.2% | +263.74% | 加碼 |
| 22 | GEV | GE Vernova Inc. | +0.2% | +3003.13% | 加碼 |
| 23 | UNH | UnitedHealth Group Incorporated | +0.2% | +2266.39% | 加碼 |
| 24 | COP | Conocophillips | +0.2% | +468.34% | 加碼 |
| 25 | CVX | Chevron CORP | +0.2% | +79.42% | 加碼 |
| 26 | SOFI | Sofi Technologies Inc | +0.2% | +343.09% | 加碼 |
| 27 | ETN | Eaton Corporation plc | +0.2% | +3865.38% | 加碼 |
| 28 | AMD | Advanced Micro Devices, Inc. | +0.2% | +78.45% | 加碼 |
| 29 | LRCX | Lam Research CORP | +0.2% | +54.74% | 加碼 |
| 30 | GOOG | Alphabet Inc. | +0.2% | +187.63% | 加碼 |
| 31 | ✓ | Palantir Technologies Inc | +0.2% | +146.36% | 加碼 |
| 32 | VZ | Verizon Communications Inc | +0.2% | +106.34% | 加碼 |
| 33 | COIN | Coinbase Global, Inc. | +0.2% | +328.68% | 加碼 |
| 34 | SPGI | S&p Global Inc | +0.2% | +620.14% | 加碼 |
| 35 | WFC | Wells Fargo & Co | +0.2% | +892.83% | 加碼 |
| 36 | CF | Cf Industries Holdings Inc | +0.2% | +312.62% | 加碼 |
| 37 | PAAS | Pan American Silver CORP | +0.2% | +432.15% | 加碼 |
| 38 | GLW | Corning Inc | +0.1% | +199.78% | 加碼 |
| 39 | ORCL | Oracle Corporation | +0.1% | +169.15% | 加碼 |
| 40 | COST | Costco Wholesale CORP | +0.1% | +167.94% | 加碼 |
| 41 | SNDK | Sandisk Corporation | +0.1% | +4326.32% | 加碼 |
| 42 | KMB | Kimberly-Clark Corporation | +0.1% | +14210.34% | 加碼 |
| 43 | ADI | Analog Devices Inc | +0.1% | +984.30% | 加碼 |
| 44 | GD | General Dynamics CORP | +0.1% | +13823.00% | 加碼 |
| 45 | PCG | P G & E CORP | +0.1% | +210.60% | 加碼 |
| 46 | CRCL | Circle Internet Group Inc | +0.1% | +158.33% | 加碼 |
| 47 | APO | Apollo Global Management, Inc. | +0.1% | +2633.91% | 加碼 |
| 48 | CVX | Chevron Corporation | +0.1% | +270.89% | 加碼 |
| 49 | COIN | Coinbase Global, Inc. | +0.1% | +259.11% | 加碼 |
| 50 | INTU | Intuit Inc. | +0.1% | +410.89% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Hrt Financial LP 在 Q1 2026 季度的美股持倉總市值約為 US$547.6億，共申報了 3727 個公開持股部位。
在 Q1 2026 季度，Hrt Financial LP 按市值排列的前三大核心持股分別為：SPY (11.2%)、QQQ (3.7%)、IWM (2.4%)。其中最大持股部位 SPY 佔據整體投資組合約 11.2% 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
VOO
市值: US$4.3億
本季最大獲利了結 / 清倉標的
NVDA
前期市值: US$4.8億
在 Q1 2026 季度中，Hrt Financial LP 共進行了 200 項持倉異動，包含新建倉 57 個部位、加碼 75 個部位、減碼 36 個部位以及清倉 32 個部位。 其中最大新建倉標的為 VOO。 本季清倉部位包含 NVDA。
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。