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: 0002079571
申報總市值
US$3.0億
US$3.0億
191 檔
18.7%
在 Q1 2026 申報期間，Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna（CIK: 0002079571）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$3.0億，共持有 191 個公開申報部位。
在 Q1 2026 期間，Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 展現了靈活的資產再平衡步調，透過出清 16 檔弱勢或達到目標價部位，將資金轉置於 26 檔新建倉標的之中。
在資產配置集中度方面，Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 的前 5 大核心持股（包含 NVDA, MSFT, GOOG 等）合計佔整體申報市值的 18.7%，反映機構在主要關鍵部位上的權重分佈。
本季最大新建倉標的
KLAC
市值: US$127.8萬
本季最大獲利了結 / 清倉標的
ICE
前期市值: US$64.8萬
| # | 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 | NVDA | Nvidia CORP | 股票-科技 | 6.57% | -0.13% | -8.15% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.17% | +0.25% | +8.55% | |
| 3 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 4.88% | +0.03% | -6.59% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.63% | +0.20% | -7.68% | |
| 5 | AMD | Advanced Micro Devices | 股票-科技 | 2.97% | +0.25% | +32.74% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 2.92% | -0.52% | -18.39% | |
| 7 | MU | Micron Technology Inc | 股票-科技 | 2.54% | +1.53% | -20.31% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.24% | -0.36% | -15.44% | |
| 9 | NOW | Servicenow Inc | 股票-科技 | 2.14% | +0.23% | -3.42% | |
| 10 | CLH | Clean Harbors Inc | 股票-工業 | 2.03% | -0.63% | -7.06% | |
| 11 | AVGO | Broadcom Inc | 股票-科技 | 1.88% | +0.02% | -8.89% | |
| 12 | MA | Mastercard Inc - A | 股票-金融 | 1.88% | -0.31% | -20.95% | |
| 13 | PWR | Quanta Services Inc | 股票-工業 | 1.79% | -0.26% | +1.61% | |
| 14 | FCX | Freeport-mcmoran Inc | 股票-原物料 | 1.71% | -0.40% | +33.40% | |
| 15 | ROAD | Construction Partners Inc-a | 股票-工業 | 1.65% | -0.23% | -5.52% | |
| 16 | CRM | Salesforce Inc | 股票-科技 | 1.61% | -0.16% | +19.21% | |
| 17 | MPWR | Monolithic Power Systems Inc | 股票-科技 | 1.23% | -0.59% | -21.26% | |
| 18 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.11% | -0.06% | -3.26% | |
| 19 | BNY | Bank Of New York Mellon CORP | 股票-金融 | 1.08% | -0.08% | +5.27% | |
| 20 | UNP | Union Pacific CORP | 股票-工業 | 1.01% | +0.02% | +77.18% | |
| 21 | DDOG | Datadog Inc - Class A | 股票-科技 | 1.00% | +0.40% | -1.94% | |
| 22 | XYZ | Block Inc | 股票-金融 | 0.99% | -0.22% | +161.79% | |
| 23 | FSS | Federal Signal CORP | 股票-工業 | 0.96% | -0.18% | -8.51% | |
| 24 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.95% | -0.14% | +0.07% | |
| 25 | ARM | Arm Holdings Plc-adr | 股票-科技 | 0.95% | +0.40% | — | |
| 26 | CAT | Caterpillar Inc | 股票-工業 | 0.93% | +0.12% | +7.34% | |
| 27 | WAB | Wabtec CORP | 股票-工業 | 0.93% | -0.26% | +1.70% | |
| 28 | DASH | Doordash Inc - A | 股票-循環性消費 | 0.92% | -0.26% | +510.66% | |
| 29 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.92% | -0.81% | -40.09% | |
| 30 | RMBS | Rambus Inc | 股票-科技 | 0.91% | -0.17% | -13.61% | |
| 31 | MELI | Mercadolibre Inc | 股票-循環性消費 | 0.89% | -0.25% | -14.02% | |
| 32 | NFLX | Netflix Inc | 股票-通訊服務 | 0.88% | -0.80% | -9.38% | |
| 33 | LITE | Lumentum Holdings Inc | 股票-科技 | 0.86% | -0.02% | -20.70% | |
| 34 | V | Visa Inc-class A Shares | 股票-金融 | 0.85% | +0.24% | -27.72% | |
| 35 | ✓ | 股票-其他 | 0.84% | -0.05% | -12.81% | ||
| 36 | ROST | Ross Stores Inc | 股票-循環性消費 | 0.84% | -0.22% | +230.17% | |
| 37 | NU | Nu Holdings Ltd. | 股票-金融 | 0.83% | -0.39% | -8.98% | |
| 38 | SYM | Symbotic Inc | 股票-工業 | 0.77% | -0.25% | -20.60% | |
| 39 | LSCC | Lattice Semiconductor CORP | 股票-科技 | 0.75% | -0.06% | -17.88% | |
| 40 | KRMN | Karman Holdings Inc | 股票-工業 | 0.73% | -0.30% | -35.16% | |
| 41 | WMT | Walmart Inc | 股票-非循環性消費 | 0.71% | -0.20% | -2.32% | |
| 42 | AXON | Axon Enterprise Inc | 股票-工業 | 0.70% | +0.84% | +655.20% | |
| 43 | CIEN | Ciena CORP | 股票-科技 | 0.70% | — | -7.70% | |
| 44 | WM | Waste Management Inc | 股票-工業 | 0.68% | -0.25% | -34.52% | |
| 45 | MCK | Mckesson CORP | 股票-醫療保健 | 0.65% | -0.49% | +73.53% | |
| 46 | KTOS | Kratos Defense & Security | 股票-工業 | 0.62% | -0.26% | -44.77% | |
| 47 | ✓ | On Holding AG | 股票-其他 | 0.62% | -0.12% | -0.20% | |
| 48 | MLM | Martin Marietta Materials | 股票-原物料 | 0.61% | -0.13% | -14.69% | |
| 49 | MRVL | Marvell Technology Inc | 股票-科技 | 0.60% | +0.61% | -11.98% | |
| 50 | ORCL | Oracle CORP | 股票-科技 | 0.60% | -0.14% | +0.54% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AMD | Advanced Micro Devices | +0.8% | +32.74% | 加碼 |
| 2 | DASH | Doordash Inc - A | +0.7% | +510.66% | 加碼 |
| 3 | FCX | Freeport-mcmoran Inc | +0.7% | +33.40% | 加碼 |
| 4 | ROST | Ross Stores Inc | +0.7% | +230.17% | 加碼 |
| 5 | XYZ | Block Inc | +0.6% | +161.79% | 加碼 |
| 6 | AXON | Axon Enterprise Inc | +0.6% | +655.20% | 加碼 |
| 7 | PWR | Quanta Services Inc | +0.6% | +1.61% | 加碼 |
| 8 | UNP | Union Pacific CORP | +0.5% | +77.18% | 加碼 |
| 9 | CLH | Clean Harbors Inc | +0.4% | -7.06% | 減碼 |
| 10 | COR | Cencora Inc | +0.4% | +4531.75% | 加碼 |
| 11 | LITE | Lumentum Holdings Inc | +0.3% | -20.70% | 減碼 |
| 12 | MCK | Mckesson CORP | +0.3% | +73.53% | 加碼 |
| 13 | ARM | Arm Holdings Plc-adr | +0.3% | — | 不變 |
| 14 | FTAI | FTAI Aviation Ltd. | +0.3% | +92.08% | 加碼 |
| 15 | CAT | Caterpillar Inc | +0.3% | +7.34% | 加碼 |
| 16 | CIEN | Ciena CORP | +0.3% | -7.70% | 減碼 |
| 17 | COP | Conocophillips | +0.2% | +783.13% | 加碼 |
| 18 | WAB | Wabtec CORP | +0.2% | +1.70% | 加碼 |
| 19 | TOL | Toll Brothers Inc | +0.2% | +1842.59% | 加碼 |
| 20 | BNY | Bank Of New York Mellon CORP | +0.2% | +5.27% | 加碼 |
| 21 | CVX | Chevron CORP | +0.2% | +331.25% | 加碼 |
| 22 | PLTR | Palantir Technologies Inc-a | +0.1% | +148.23% | 加碼 |
| 23 | VSXY | Victoria's Secret & Co | +0.1% | +74.77% | 加碼 |
| 24 | CFG | Citizens Financial Group | +0.1% | +28.50% | 加碼 |
| 25 | COHR | Coherent CORP | +0.1% | +7.68% | 加碼 |
| 26 | TTMI | Ttm Technologies | +0.1% | -10.32% | 減碼 |
| 27 | AMGN | Amgen Inc | +0.1% | +1891.89% | 加碼 |
| 28 | WMT | Walmart Inc | +0.1% | -2.32% | 減碼 |
| 29 | TKO | Tko Group Holdings Inc | +0.1% | +55.00% | 加碼 |
| 30 | TDY | Teledyne Technologies Inc | +0.1% | +26.96% | 加碼 |
| 31 | RL | Ralph Lauren CORP | +0.1% | +22.59% | 加碼 |
| 32 | LSCC | Lattice Semiconductor CORP | +0.1% | -17.88% | 減碼 |
| 33 | AMG | Affiliated Managers Group | +0.1% | +39.33% | 加碼 |
| 34 | ROAD | Construction Partners Inc-a | +0.1% | -5.52% | 減碼 |
| 35 | MU | Micron Technology Inc | +0.1% | -20.31% | 減碼 |
| 36 | LNG | Cheniere Energy Inc | +0.1% | +139.40% | 加碼 |
| 37 | UMBF | Umb Financial CORP | +0.1% | +52.08% | 加碼 |
| 38 | EOG | Eog Resources Inc | +0.1% | +159.48% | 加碼 |
| 39 | APTV | Aptiv PLC | +0.1% | +42.31% | 加碼 |
| 40 | ANET | Arista Networks Inc | +0.1% | +43.52% | 加碼 |
| 41 | MHO | M/i Homes Inc | +0.1% | +18.85% | 加碼 |
| 42 | MRVL | Marvell Technology Inc | +0.1% | -11.98% | 減碼 |
| 43 | CNOB | Connectone Bancorp Inc | +0.1% | +30.95% | 加碼 |
| 44 | NET | Cloudflare Inc - Class A | +0.1% | +17.00% | 加碼 |
| 45 | AGI | Alamos Gold Inc-class A | +0.1% | -3.56% | 減碼 |
| 46 | CUBI | Customers Bancorp Inc | +0.1% | +28.89% | 加碼 |
| 47 | SGI | Somnigroup International Inc | +0.1% | +27.62% | 加碼 |
| 48 | MPWR | Monolithic Power Systems Inc | 0% | -21.26% | 減碼 |
| 49 | GS | Goldman Sachs Group Inc | 0% | +0.07% | 加碼 |
| 50 | JNJ | Johnson & Johnson | 0% | +548.33% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 在 Q1 2026 季度的美股持倉總市值約為 US$3.0億，共申報了 191 個公開持股部位。
在 Q1 2026 季度，Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 按市值排列的前三大核心持股分別為：NVDA (6.6%)、MSFT (5.2%)、GOOG (4.9%)。其中最大持股部位 NVDA 佔據整體投資組合約 6.6% 的權重。
在 Q1 2026 季度中，Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 共進行了 177 項持倉異動，包含新建倉 26 個部位、加碼 61 個部位、減碼 74 個部位以及清倉 16 個部位。 其中最大新建倉標的為 KLAC。 本季清倉部位包含 ICE。
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。