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: 0002046834
申報總市值
US$6.1億
US$6.1億
385 檔
11.5%
Q1 2026 季度申報顯示，Integrated Quantitative Investments LLC 揭露的美股組合總市值為 US$6.1億，涵蓋 385 個不同之權益投資部位。
Q1 2026 的申報記錄反映 Integrated Quantitative Investments LLC 的板塊替換策略：機構本季推動了 110 筆增持與 90 筆減持，籌碼呈現明顯的結構重組。
檢視投資組合結構，前 5 大主力部位（包含 TSM, NVDA, SAN）占據了總市值的 11.5%，展現出該機構在 Q1 2026 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 385 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 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 6.03% | +3.34% | +9.05% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 2.11% | -0.08% | -4.35% | |
| 3 | SAN | Banco Santander Sa-spon Adr | 股票-金融 | 1.62% | -1.48% | +99.84% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 1.52% | -0.10% | -2.87% | |
| 5 | SHEL | Shell Plc-adr | 股票-能源 | 1.41% | -0.87% | +41.86% | |
| 6 | BBVA | Banco Bilbao Vizcaya-sp Adr | 股票-金融 | 1.34% | -1.16% | +99.66% | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.31% | +0.12% | +12.59% | |
| 8 | ING | Ing Groep N.v.-sponsored Adr | 股票-金融 | 1.30% | -0.22% | +3067.20% | |
| 9 | GSK | Gsk Plc-spon Adr | 股票-醫療保健 | 1.24% | -0.91% | +56.79% | |
| 10 | MFG | Mizuho Financial Group-adr | 股票-金融 | 1.19% | -0.20% | +95.38% | |
| 11 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 1.06% | +0.09% | +26.54% | |
| 12 | MSFT | Microsoft CORP | 股票-科技 | 1.00% | -0.19% | -28.50% | |
| 13 | AVGO | Broadcom Inc | 股票-科技 | 0.88% | -0.01% | — | |
| 14 | LYG | Lloyds Banking Group Plc-adr | 股票-金融 | 0.83% | +0.15% | — | |
| 15 | TM | Toyota Motor CORP -spon Adr | 股票-循環性消費 | 0.72% | -0.45% | +100.00% | |
| 16 | AER | AerCap Holdings N.V. | 股票-工業 | 0.71% | -0.71% | EXIT | |
| 17 | NMR | Nomura Holdings Inc-spon Adr | 股票-其他 | 0.71% | -0.71% | EXIT | |
| 18 | TS | Tenaris Sa-adr | 股票-其他 | 0.70% | -0.01% | +56.00% | |
| 19 | LOGI | Logitech International S.A. | 股票-科技 | 0.66% | -0.07% | +168.51% | |
| 20 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.63% | -0.34% | +32.45% | |
| 21 | CGAU | Centerra Gold Inc | 股票-其他 | 0.61% | -0.37% | — | |
| 22 | ORLA | Orla Mining LTD | 股票-其他 | 0.60% | -0.60% | EXIT | |
| 23 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.59% | — | — | |
| 24 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.59% | -0.19% | +130.28% | |
| 25 | TTE | TotalEnergies SE | 股票-其他 | 0.59% | +0.09% | +100.00% | |
| 26 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.57% | -0.42% | +215.36% | |
| 27 | TEL | TE Connectivity plc | 股票-科技 | 0.55% | -0.13% | — | |
| 28 | GFI | Gold Fields Ltd-spons Adr | 股票-原物料 | 0.54% | +0.12% | -3.53% | |
| 29 | ERIC | Ericsson (lm) Tel-sp Adr | 股票-科技 | 0.53% | -0.14% | — | |
| 30 | BFH | Bread Financial Holdings Inc | 股票-金融 | 0.53% | +0.03% | +20.87% | |
| 31 | BAC | Bank Of America CORP | 股票-金融 | 0.48% | -0.16% | — | |
| 32 | NTES | Netease Inc-adr | 股票-通訊服務 | 0.47% | -0.47% | EXIT | |
| 33 | DGII | Digi International Inc | 股票-其他 | 0.47% | +0.12% | +30.90% | |
| 34 | SMFG | Sumitomo Mitsui-spons Adr | 股票-金融 | 0.47% | -0.22% | +100.00% | |
| 35 | VSAT | Viasat Inc | 股票-科技 | 0.46% | +0.31% | -1.56% | |
| 36 | SANM | Sanmina CORP | 股票-科技 | 0.46% | -0.46% | EXIT | |
| 37 | TPC | Tutor Perini CORP | 股票-其他 | 0.46% | +0.03% | -6.63% | |
| 38 | NTCT | Netscout Systems Inc | 股票-其他 | 0.45% | -0.02% | +15.61% | |
| 39 | CDE | Coeur Mining Inc | 股票-原物料 | 0.45% | -0.11% | +174.96% | |
| 40 | AMAT | Applied Materials Inc | 股票-科技 | 0.45% | -0.45% | EXIT | |
| 41 | PRIM | Primoris Services CORP | 股票-工業 | 0.44% | -0.44% | EXIT | |
| 42 | DAN | Dana Inc | 股票-其他 | 0.43% | -0.33% | — | |
| 43 | C | Citigroup Inc | 股票-金融 | 0.43% | -0.12% | +549.72% | |
| 44 | HMY | Harmony Gold Mng-spon Adr | 股票-其他 | 0.43% | -0.06% | +31.09% | |
| 45 | GVA | Granite Construction Inc | 股票-工業 | 0.42% | +0.08% | +5.96% | |
| 46 | FIX | Comfort Systems USA Inc | 股票-工業 | 0.42% | -0.06% | -17.51% | |
| 47 | UVE | Universal Insurance Holdings | 股票-其他 | 0.42% | +0.04% | +14.14% | |
| 48 | BELFB | Bel Fuse Inc-cl B | 股票-其他 | 0.41% | -0.41% | EXIT | |
| 49 | TDW | Tidewater Inc | 股票-能源 | 0.41% | -0.10% | — | |
| 50 | FSM | Fortuna Mining CORP | 股票-其他 | 0.40% | -0.26% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ING | Ing Groep N.v.-sponsored Adr | +1.3% | +3067.20% | 加碼 |
| 2 | SAN | Banco Santander Sa-spon Adr | +0.6% | +99.84% | 加碼 |
| 3 | MFG | Mizuho Financial Group-adr | +0.5% | +95.38% | 加碼 |
| 4 | BBVA | Banco Bilbao Vizcaya-sp Adr | +0.5% | +99.66% | 加碼 |
| 5 | SHEL | Shell Plc-adr | +0.5% | +41.86% | 加碼 |
| 6 | GSK | Gsk Plc-spon Adr | +0.4% | +56.79% | 加碼 |
| 7 | TS | Tenaris Sa-adr | +0.4% | +56.00% | 加碼 |
| 8 | C | Citigroup Inc | +0.4% | +549.72% | 加碼 |
| 9 | LOGI | Logitech International S.A. | +0.3% | +168.51% | 加碼 |
| 10 | TTE | TotalEnergies SE | +0.3% | +100.00% | 加碼 |
| 11 | LLY | Eli Lilly & Co | +0.3% | +215.36% | 加碼 |
| 12 | BELFB | Bel Fuse Inc-cl B | +0.3% | +337.84% | 加碼 |
| 13 | MRVL | Marvell Technology Inc | +0.3% | +668.49% | 加碼 |
| 14 | MU | Micron Technology Inc | +0.3% | +319.94% | 加碼 |
| 15 | OII | Oceaneering Intl Inc | +0.3% | +243.21% | 加碼 |
| 16 | WFC | Wells Fargo & Co | +0.3% | +468.87% | 加碼 |
| 17 | IRWD | Ironwood Pharmaceuticals Inc | +0.3% | +437.83% | 加碼 |
| 18 | TM | Toyota Motor CORP -spon Adr | +0.3% | +100.00% | 加碼 |
| 19 | JPM | Jpmorgan Chase & Co | +0.3% | +130.28% | 加碼 |
| 20 | CDE | Coeur Mining Inc | +0.3% | +174.96% | 加碼 |
| 21 | LCII | Lci Industries | +0.3% | +277.84% | 加碼 |
| 22 | URBN | Urban Outfitters Inc | +0.2% | +341.67% | 加碼 |
| 23 | UVSP | Univest Financial CORP | +0.2% | +169.15% | 加碼 |
| 24 | CFG | Citizens Financial Group | +0.2% | +475.28% | 加碼 |
| 25 | USB | US Bancorp | +0.2% | +519.45% | 加碼 |
| 26 | TFC | Truist Financial CORP | +0.2% | +518.94% | 加碼 |
| 27 | MTB | M & T Bank CORP | +0.2% | +533.71% | 加碼 |
| 28 | KEY | Keycorp | +0.2% | +560.38% | 加碼 |
| 29 | AER | AerCap Holdings N.V. | +0.2% | +76.42% | 加碼 |
| 30 | SMFG | Sumitomo Mitsui-spons Adr | +0.2% | +100.00% | 加碼 |
| 31 | HAFC | Hanmi Financial Corporation | +0.2% | +160.51% | 加碼 |
| 32 | NWG | Natwest Group PLC -spon Adr | +0.2% | +482.57% | 加碼 |
| 33 | ATMU | Atmus Filtration Technologie | +0.2% | +206.13% | 加碼 |
| 34 | SBH | Sally Beauty Holdings Inc | +0.2% | +266.30% | 加碼 |
| 35 | DLTR | Dollar Tree Inc | +0.2% | +492.19% | 加碼 |
| 36 | APEI | American Public Education | +0.2% | +42.26% | 加碼 |
| 37 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +9.05% | 加碼 |
| 38 | WLDN | Willdan Group Inc | -0.3% | -36.08% | 減碼 |
| 39 | TBPH | Theravance Biopharma, Inc. | -0.3% | -52.72% | 減碼 |
| 40 | HCI | Hci Group Inc | -0.3% | -82.48% | 減碼 |
| 41 | HLNE | Hamilton Lane Inc-class A | -0.3% | -78.36% | 減碼 |
| 42 | OKTA | Okta Inc | -0.3% | -79.39% | 減碼 |
| 43 | NMIH | Nmi Holdings Inc | -0.3% | -77.93% | 減碼 |
| 44 | APP | Applovin Corp-class A | -0.3% | -68.37% | 減碼 |
| 45 | HWM | Howmet Aerospace Inc | -0.3% | -80.55% | 減碼 |
| 46 | NXPI | NXP Semiconductors N.V. | -0.3% | -75.35% | 減碼 |
| 47 | GE | General Electric | -0.4% | -82.58% | 減碼 |
| 48 | NFLX | Netflix Inc | -0.4% | -89.54% | 減碼 |
| 49 | MA | Mastercard Inc - A | -0.5% | -89.26% | 減碼 |
| 50 | NVDA | Nvidia CORP | -0.7% | -4.35% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Integrated Quantitative Investments LLC 在 Q1 2026 季度的美股持倉總市值約為 US$6.1億，共申報了 385 個公開持股部位。
在 Q1 2026 季度，Integrated Quantitative Investments LLC 按市值排列的前三大核心持股分別為：TSM (6.0%)、NVDA (2.1%)、SAN (1.6%)。其中最大持股部位 TSM 佔據整體投資組合約 6.0% 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
LYG
市值: US$455.0萬
本季最大獲利了結 / 清倉標的
JXN
前期市值: US$257.0萬
在 Q1 2026 季度中，Integrated Quantitative Investments LLC 共進行了 200 項持倉異動，包含新建倉 73 個部位、加碼 37 個部位、減碼 14 個部位以及清倉 76 個部位。 其中最大新建倉標的為 LYG。 本季清倉部位包含 JXN。
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。