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: 0001821561
申報總市值
US$4.1億
US$4.1億
617 檔
2.7%
在 Q1 2026 的 13F 官方備案中，Inceptionr LLC 管理的美股投資組合規模來到 US$4.1億，整體持股檔數為 617 檔。
在 Q1 2026 期間，Inceptionr LLC 展現了靈活的資產再平衡步調，透過出清 79 檔弱勢或達到目標價部位，將資金轉置於 86 檔新建倉標的之中。
從部位權重觀察，前 5 大標的（包含 WEC, PM, DIS）累計市值佔比達 2.7%，是驅動 Inceptionr LLC 該季度整體投資組合績效表現的核心支柱。
本季最大新建倉標的
WEC
市值: US$223.8萬
本季最大獲利了結 / 清倉標的
MDT
前期市值: US$195.6萬
僅顯示前 200 大持股（共 617 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 | WEC | Wec Energy Group Inc | 股票-公用事業 | 0.54% | -0.54% | EXIT | |
| 2 | PM | Philip Morris International | 股票-非循環性消費 | 0.54% | -0.35% | +54.30% | |
| 3 | DIS | Walt Disney Co/the | 股票-通訊服務 | 0.53% | -0.53% | EXIT | |
| 4 | YUMC | Yum China Holdings Inc | 股票-循環性消費 | 0.53% | -0.37% | +95.08% | |
| 5 | PKG | Packaging CORP Of America | 股票-循環性消費 | 0.53% | -0.53% | EXIT | |
| 6 | AVB | Avalonbay Communities Inc | 股票-房地產 | 0.53% | -0.53% | EXIT | |
| 7 | XOM | Exxon Mobil CORP | 股票-能源 | 0.52% | -0.06% | — | |
| 8 | USB | US Bancorp | 股票-金融 | 0.52% | -0.52% | EXIT | |
| 9 | QCOM | Qualcomm Inc | 股票-科技 | 0.52% | -0.31% | — | |
| 10 | AMP | Ameriprise Financial Inc | 股票-金融 | 0.52% | -0.03% | +21.69% | |
| 11 | RPRX | Royalty Pharma plc | 股票-醫療保健 | 0.51% | -0.28% | +287.22% | |
| 12 | CAH | Cardinal Health Inc | 股票-醫療保健 | 0.50% | -0.19% | +155.94% | |
| 13 | AER | AerCap Holdings N.V. | 股票-工業 | 0.49% | +0.05% | +332.46% | |
| 14 | ORI | Old Republic Intl CORP | 股票-金融 | 0.49% | -0.08% | — | |
| 15 | MET | Metlife Inc | 股票-金融 | 0.49% | -0.34% | +402.31% | |
| 16 | COO | Cooper Cos Inc/the | 股票-醫療保健 | 0.48% | -0.48% | EXIT | |
| 17 | TFC | Truist Financial CORP | 股票-金融 | 0.47% | -0.47% | EXIT | |
| 18 | RJF | Raymond James Financial Inc | 股票-金融 | 0.47% | +0.07% | +193.38% | |
| 19 | SSNC | Ss&c Technologies Holdings | 股票-科技 | 0.47% | -0.47% | EXIT | |
| 20 | GD | General Dynamics CORP | 股票-工業 | 0.47% | -0.16% | +33.44% | |
| 21 | VTR | Ventas Inc | 股票-房地產 | 0.46% | -0.10% | +22.31% | |
| 22 | UPS | United Parcel Service-cl B | 股票-工業 | 0.46% | -0.24% | — | |
| 23 | ACN | Accenture plc | 股票-科技 | 0.46% | -0.32% | — | |
| 24 | AMGN | Amgen Inc | 股票-醫療保健 | 0.46% | -0.46% | EXIT | |
| 25 | ICE | Intercontinental Exchange In | 股票-金融 | 0.46% | -0.46% | EXIT | |
| 26 | CAT | Caterpillar Inc | 股票-工業 | 0.46% | -0.46% | EXIT | |
| 27 | CPT | Camden Property Trust | 股票-房地產 | 0.45% | -0.45% | EXIT | |
| 28 | ECL | Ecolab Inc | 股票-原物料 | 0.45% | -0.45% | EXIT | |
| 29 | AFG | American Financial Group Inc | 股票-金融 | 0.44% | -0.44% | EXIT | |
| 30 | COP | Conocophillips | 股票-能源 | 0.43% | +0.05% | +4.07% | |
| 31 | MLI | Mueller Industries Inc | 股票-工業 | 0.43% | -0.43% | EXIT | |
| 32 | WPC | Wp Carey Inc | 股票-房地產 | 0.43% | -0.36% | — | |
| 33 | L | Loews CORP | 股票-金融 | 0.43% | -0.13% | +5.89% | |
| 34 | TEL | TE Connectivity plc | 股票-科技 | 0.43% | -0.43% | EXIT | |
| 35 | POR | Portland General Electric Co | 股票-公用事業 | 0.42% | -0.28% | — | |
| 36 | TTWO | Take-two Interactive Softwre | 股票-通訊服務 | 0.42% | -0.15% | +650.64% | |
| 37 | BMRN | Biomarin Pharmaceutical Inc | 股票-醫療保健 | 0.42% | -0.42% | EXIT | |
| 38 | IP | International Paper Co | 股票-循環性消費 | 0.42% | -0.28% | +797.59% | |
| 39 | PEG | Public Service Enterprise Gp | 股票-公用事業 | 0.41% | -0.03% | — | |
| 40 | PNR | Pentair plc | 股票-工業 | 0.41% | -0.41% | EXIT | |
| 41 | GLPI | Gaming And Leisure Propertie | 股票-房地產 | 0.41% | -0.41% | EXIT | |
| 42 | NEM | Newmont CORP | 股票-原物料 | 0.41% | -0.28% | +153.24% | |
| 43 | TTC | Toro Co | 股票-工業 | 0.40% | -0.31% | — | |
| 44 | TROW | T Rowe Price Group Inc | 股票-金融 | 0.40% | +0.05% | — | |
| 45 | VRSN | Verisign Inc | 股票-科技 | 0.40% | +0.01% | -4.84% | |
| 46 | HCA | Hca Healthcare Inc | 股票-醫療保健 | 0.40% | -0.40% | EXIT | |
| 47 | BAC | Bank Of America CORP | 股票-金融 | 0.40% | — | +215.18% | |
| 48 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.39% | -0.17% | — | |
| 49 | RTX | Rtx CORP | 股票-工業 | 0.39% | -0.39% | EXIT | |
| 50 | ACM | Aecom | 股票-工業 | 0.39% | -0.22% | +0.82% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | PKG | Packaging CORP Of America | +0.5% | +676.82% | 加碼 |
| 2 | RPRX | Royalty Pharma plc | +0.4% | +287.22% | 加碼 |
| 3 | CAT | Caterpillar Inc | +0.4% | +398.51% | 加碼 |
| 4 | MET | Metlife Inc | +0.4% | +402.31% | 加碼 |
| 5 | IP | International Paper Co | +0.4% | +797.59% | 加碼 |
| 6 | AER | AerCap Holdings N.V. | +0.4% | +332.46% | 加碼 |
| 7 | TTWO | Take-two Interactive Softwre | +0.3% | +650.64% | 加碼 |
| 8 | CPT | Camden Property Trust | +0.3% | +325.84% | 加碼 |
| 9 | CAH | Cardinal Health Inc | +0.3% | +155.94% | 加碼 |
| 10 | RJF | Raymond James Financial Inc | +0.3% | +193.38% | 加碼 |
| 11 | GLPI | Gaming And Leisure Propertie | +0.3% | +218.50% | 加碼 |
| 12 | UHS | Universal Health Services-b | +0.3% | +457.30% | 加碼 |
| 13 | TXT | Textron Inc | +0.3% | +275.77% | 加碼 |
| 14 | GM | General Motors Co | +0.3% | +395.93% | 加碼 |
| 15 | NEM | Newmont CORP | +0.2% | +153.24% | 加碼 |
| 16 | BAC | Bank Of America CORP | +0.2% | +215.18% | 加碼 |
| 17 | ECL | Ecolab Inc | +0.2% | +128.46% | 加碼 |
| 18 | YUMC | Yum China Holdings Inc | +0.2% | +95.08% | 加碼 |
| 19 | PCG | P G & E CORP | +0.2% | +285.87% | 加碼 |
| 20 | BPOP | Popular Inc | +0.2% | +319.85% | 加碼 |
| 21 | AMGN | Amgen Inc | +0.2% | +75.51% | 加碼 |
| 22 | RGA | Reinsurance Group Of America | +0.2% | +203.10% | 加碼 |
| 23 | RTX | Rtx CORP | +0.2% | +90.89% | 加碼 |
| 24 | PM | Philip Morris International | +0.2% | +54.30% | 加碼 |
| 25 | LVS | Las Vegas Sands CORP | -0.2% | -58.27% | 減碼 |
| 26 | DOCU | Docusign Inc | -0.2% | -51.09% | 減碼 |
| 27 | LLY | Eli Lilly & Co | -0.2% | -56.87% | 減碼 |
| 28 | EQT | Eqt CORP | -0.3% | -73.51% | 減碼 |
| 29 | VLO | Valero Energy CORP | -0.3% | -88.22% | 減碼 |
| 30 | LUV | Southwest Airlines Co | -0.3% | -75.78% | 減碼 |
| 31 | NTRS | Northern Trust CORP | -0.3% | -78.98% | 減碼 |
| 32 | NWSA | News CORP - Class A | -0.3% | -57.17% | 減碼 |
| 33 | SF | Stifel Financial CORP | -0.4% | -52.34% | 減碼 |
| 34 | STT | State Street CORP | -0.4% | -78.55% | 減碼 |
| 35 | TRV | Travelers Cos Inc/the | -0.5% | -82.06% | 減碼 |
| 36 | WEC | Wec Energy Group Inc | — | NEW | 新建倉 |
| 37 | DIS | Walt Disney Co/the | — | NEW | 新建倉 |
| 38 | AVB | Avalonbay Communities Inc | — | NEW | 新建倉 |
| 39 | XOM | Exxon Mobil CORP | — | NEW | 新建倉 |
| 40 | QCOM | Qualcomm Inc | — | NEW | 新建倉 |
| 41 | ORI | Old Republic Intl CORP | — | NEW | 新建倉 |
| 42 | COO | Cooper Cos Inc/the | — | NEW | 新建倉 |
| 43 | TFC | Truist Financial CORP | — | NEW | 新建倉 |
| 44 | SSNC | Ss&c Technologies Holdings | — | NEW | 新建倉 |
| 45 | MDT | Medtronic plc | — | EXIT | 清倉 |
| 46 | IRM | Iron Mountain Inc | — | EXIT | 清倉 |
| 47 | AMT | American Tower CORP | — | EXIT | 清倉 |
| 48 | NI | Nisource Inc | — | EXIT | 清倉 |
| 49 | UPS | United Parcel Service-cl B | — | NEW | 新建倉 |
| 50 | ACN | Accenture plc | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Inceptionr LLC 在 Q1 2026 季度的美股持倉總市值約為 US$4.1億，共申報了 617 個公開持股部位。
在 Q1 2026 季度，Inceptionr LLC 按市值排列的前三大核心持股分別為：WEC (0.5%)、PM (0.5%)、DIS (0.5%)。其中最大持股部位 WEC 佔據整體投資組合約 0.5% 的權重。
在 Q1 2026 季度中，Inceptionr LLC 共進行了 200 項持倉異動，包含新建倉 86 個部位、加碼 24 個部位、減碼 11 個部位以及清倉 79 個部位。 其中最大新建倉標的為 WEC。 本季清倉部位包含 MDT。
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。
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。
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。