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: 0001412741
申報總市值
US$38.7億
US$38.7億
483 檔
12.3%
在 Q1 2026 的 13F 官方備案中，J. Goldman & Co LP 管理的美股投資組合規模來到 US$38.7億，整體持股檔數為 483 檔。
在 Q1 2026 期間，J. Goldman & Co LP 展現了靈活的資產再平衡步調，透過出清 65 檔弱勢或達到目標價部位，將資金轉置於 61 檔新建倉標的之中。
從部位權重觀察，前 5 大標的（包含 IWM, SPY, LLY）累計市值佔比達 12.3%，是驅動 J. Goldman & Co 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 483 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 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 5.33% | -3.50% | +372.51% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 2.99% | -1.54% | +386.80% | |
| 3 | LLY | Eli Lilly & Co | 股票-醫療保健 | 2.01% | -2.01% | EXIT | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.91% | -0.46% | +33.48% | |
| 5 | SHOO | Steven Madden LTD | 股票-其他 | 1.61% | -0.33% | +154.26% | |
| 6 | CARR | Carrier Global CORP | 股票-工業 | 1.52% | -1.52% | EXIT | |
| 7 | WU | Western Union Co | 股票-金融 | 1.44% | -1.35% | -8.03% | |
| 8 | CTRI | Centuri Holdings Inc | 股票-其他 | 1.43% | -0.91% | -23.24% | |
| 9 | ROKU | Roku Inc | 股票-通訊服務 | 1.29% | -0.18% | +244.91% | |
| 10 | ZBRA | Zebra Technologies Corp-cl A | 股票-科技 | 1.23% | -0.25% | — | |
| 11 | ECHO | Echostar Corp-a | 股票-通訊服務 | 1.22% | -0.92% | +599.05% | |
| 12 | AEO | American Eagle Outfitters | 股票-循環性消費 | 1.20% | -0.52% | +849.34% | |
| 13 | GNRC | Generac Holdings Inc | 股票-工業 | 1.06% | -0.58% | — | |
| 14 | TSCO | Tractor Supply Company | 股票-循環性消費 | 1.04% | -1.04% | EXIT | |
| 15 | VSXY | Victoria's Secret & Co | 股票-循環性消費 | 0.96% | -0.96% | EXIT | |
| 16 | ANDG | Andersen Group Inc - A | 股票-其他 | 0.95% | -0.17% | +3.45% | |
| 17 | COGT | Cogent Biosciences Inc | 股票-其他 | 0.95% | -0.31% | +92.86% | |
| 18 | NCLH | Norwegian Cruise Line Holdings Ltd. | 股票-循環性消費 | 0.89% | -0.89% | EXIT | |
| 19 | RIVN | Rivian Automotive Inc-a | 股票-循環性消費 | 0.87% | -0.73% | -6.99% | |
| 20 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.86% | -0.86% | EXIT | |
| 21 | TMUS | T-mobile US Inc | 股票-通訊服務 | 0.83% | -0.57% | — | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.81% | +0.96% | -73.52% | |
| 23 | XLF | Ss Financial Select Sector | ETF-其他 | 0.81% | -0.61% | +257.95% | |
| 24 | TSLA | Tesla Inc | 股票-循環性消費 | 0.78% | -0.78% | EXIT | |
| 25 | CR | Crane Co | 股票-工業 | 0.77% | -0.77% | EXIT | |
| 26 | HLT | Hilton Worldwide Holdings In | 股票-循環性消費 | 0.74% | -0.45% | — | |
| 27 | PRMB | Primo Brands CORP | 股票-非循環性消費 | 0.73% | -0.45% | +26.13% | |
| 28 | GXO | Gxo Logistics Inc | 股票-工業 | 0.72% | -0.72% | EXIT | |
| 29 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.72% | -0.16% | -73.90% | |
| 30 | AS | Amer Sports, Inc. | 股票-循環性消費 | 0.72% | +0.54% | — | |
| 31 | WRBY | Warby Parker Inc-class A | 股票-其他 | 0.71% | +0.99% | +60.90% | |
| 32 | GLNG | Golar LNG Limited | 股票-能源 | 0.71% | -0.34% | +1572.64% | |
| 33 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 0.70% | -0.22% | -39.02% | |
| 34 | RHLD | Resolute Holdings Manag | 股票-其他 | 0.66% | +0.24% | +445.28% | |
| 35 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.64% | -0.46% | -23.51% | |
| 36 | ALSN | Allison Transmission Holding | 股票-循環性消費 | 0.62% | -0.23% | — | |
| 37 | EQIX | Equinix Inc | 股票-房地產 | 0.60% | -0.60% | EXIT | |
| 38 | AVGO | Broadcom Inc | 股票-科技 | 0.59% | -0.19% | +31.69% | |
| 39 | AXON | Axon Enterprise Inc | 股票-工業 | 0.58% | — | +8839.28% | |
| 40 | SARO | Standardaero Inc | 股票-其他 | 0.58% | -0.58% | EXIT | |
| 41 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.56% | +1.08% | -7.91% | |
| 42 | OUT | Outfront Media Inc | 股票-其他 | 0.56% | -0.08% | — | |
| 43 | CROX | Crocs Inc | 股票-循環性消費 | 0.56% | -0.53% | — | |
| 44 | IONS | Ionis Pharmaceuticals Inc | 股票-醫療保健 | 0.56% | -0.40% | +175.54% | |
| 45 | EXPD | Expeditors Intl Wash Inc | 股票-工業 | 0.55% | -0.22% | — | |
| 46 | ARDX | Ardelyx Inc | 股票-其他 | 0.52% | -0.31% | +84.90% | |
| 47 | ORCL | Oracle CORP | 股票-科技 | 0.52% | -0.30% | +177.69% | |
| 48 | URGN | UroGen Pharma Ltd. | 股票-其他 | 0.52% | -0.29% | +65.56% | |
| 49 | GM | General Motors Co | 股票-循環性消費 | 0.52% | -0.28% | — | |
| 50 | SNDA | Sonida Senior Living Inc | 股票-其他 | 0.52% | -0.10% | +230.74% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | IWM | Ishares Russell 2000 ETF | +4.3% | +372.51% | 加碼 |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +2.4% | +386.80% | 加碼 |
| 3 | LLY | Eli Lilly & Co | +2% | +3669.00% | 加碼 |
| 4 | ECHO | Echostar Corp-a | +1.1% | +599.05% | 加碼 |
| 5 | AEO | American Eagle Outfitters | +1% | +849.34% | 加碼 |
| 6 | SHOO | Steven Madden LTD | +0.9% | +154.26% | 加碼 |
| 7 | ROKU | Roku Inc | +0.9% | +244.91% | 加碼 |
| 8 | VSXY | Victoria's Secret & Co | +0.9% | +1330.57% | 加碼 |
| 9 | TSLA | Tesla Inc | +0.7% | +1035.90% | 加碼 |
| 10 | GLNG | Golar LNG Limited | +0.7% | +1572.64% | 加碼 |
| 11 | CR | Crane Co | +0.7% | +525.90% | 加碼 |
| 12 | XLF | Ss Financial Select Sector | +0.6% | +257.95% | 加碼 |
| 13 | AXON | Axon Enterprise Inc | +0.6% | +8839.28% | 加碼 |
| 14 | COGT | Cogent Biosciences Inc | +0.5% | +92.86% | 加碼 |
| 15 | RHLD | Resolute Holdings Manag | +0.5% | +445.28% | 加碼 |
| 16 | AMZN | Amazon.com Inc | +0.5% | +33.48% | 加碼 |
| 17 | NFLX | Netflix Inc | +0.4% | +3324.32% | 加碼 |
| 18 | AKAM | Akamai Technologies Inc | +0.4% | +854.09% | 加碼 |
| 19 | XOP | Ss Spdr S&p Og Exp & Prod | +0.4% | +2066.37% | 加碼 |
| 20 | SNDA | Sonida Senior Living Inc | +0.4% | +230.74% | 加碼 |
| 21 | COUR | Coursera Inc | +0.4% | +534.03% | 加碼 |
| 22 | IONS | Ionis Pharmaceuticals Inc | +0.4% | +175.54% | 加碼 |
| 23 | ORCL | Oracle CORP | +0.3% | +177.69% | 加碼 |
| 24 | WRBY | Warby Parker Inc-class A | +0.3% | +60.90% | 加碼 |
| 25 | ARDX | Ardelyx Inc | +0.3% | +84.90% | 加碼 |
| 26 | GXO | Gxo Logistics Inc | +0.3% | +49.49% | 加碼 |
| 27 | PRMB | Primo Brands CORP | +0.3% | +26.13% | 加碼 |
| 28 | SARO | Standardaero Inc | +0.3% | +75.67% | 加碼 |
| 29 | MAX | Mediaalpha Inc-class A | +0.2% | +137.94% | 加碼 |
| 30 | OWL | Blue Owl Capital Inc | +0.2% | +1812.00% | 加碼 |
| 31 | ON | On Semiconductor | +0.2% | +591.87% | 加碼 |
| 32 | COMP | Compass Inc - Class A | +0.2% | +4949.16% | 加碼 |
| 33 | WU | Western Union Co | -0.1% | -8.03% | 減碼 |
| 34 | CAPR | Capricor Therapeutics Inc | -0.2% | -35.70% | 減碼 |
| 35 | PTGX | Protagonist Therapeutics Inc | -0.2% | -88.84% | 減碼 |
| 36 | XLK | Ss Technology Select Sector | -0.2% | -23.51% | 減碼 |
| 37 | ALNY | Alnylam Pharmaceuticals Inc | -0.2% | -67.83% | 減碼 |
| 38 | BABA | Alibaba Group Holding-sp Adr | -0.2% | -92.10% | 減碼 |
| 39 | DKNG | Draftkings Inc-cl A | -0.2% | -48.55% | 減碼 |
| 40 | ACVA | Acv Auctions Inc-a | -0.2% | -84.15% | 減碼 |
| 41 | XLV | Ss Health Care Select Sector | -0.2% | -40.10% | 減碼 |
| 42 | DAL | Delta Air Lines Inc | -0.2% | -59.19% | 減碼 |
| 43 | DELL | Dell Technologies -c | -0.2% | -74.85% | 減碼 |
| 44 | MRVL | Marvell Technology Inc | -0.2% | -91.97% | 減碼 |
| 45 | NVDA | Nvidia CORP | -0.2% | -45.11% | 減碼 |
| 46 | RIVN | Rivian Automotive Inc-a | -0.2% | -6.99% | 減碼 |
| 47 | BIDU | Baidu Inc - Spon Adr | -0.2% | -36.90% | 減碼 |
| 48 | PCRX | Pacira Biosciences Inc | -0.2% | -77.64% | 減碼 |
| 49 | EVGO | Evgo Inc | -0.3% | -53.41% | 減碼 |
| 50 | WYNN | Wynn Resorts LTD | -0.3% | -73.12% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，J. Goldman & Co LP 在 Q1 2026 季度的美股持倉總市值約為 US$38.7億，共申報了 483 個公開持股部位。
在 Q1 2026 季度，J. Goldman & Co LP 按市值排列的前三大核心持股分別為：IWM (5.3%)、SPY (3.0%)、LLY (2.0%)。其中最大持股部位 IWM 佔據整體投資組合約 5.3% 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
CARR
市值: US$5225.2萬
本季最大獲利了結 / 清倉標的
HON
前期市值: US$7177.6萬
在 Q1 2026 季度中，J. Goldman & Co LP 共進行了 200 項持倉異動，包含新建倉 61 個部位、加碼 32 個部位、減碼 42 個部位以及清倉 65 個部位。 其中最大新建倉標的為 CARR。 本季清倉部位包含 HON。
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。