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: 0002024579
申報總市值
US$254.4億
US$254.4億
971 檔
30.4%
根據最新整理的 13F 季度數據集，Jain Global LLC 於 Q1 2026 結束時的管理資產規模為 US$254.4億。該機構在本季度申報了 971 檔美股持倉，呈現出該時期的主要投資地圖。
Q1 2026 的申報記錄反映 Jain Global LLC 的板塊替換策略：機構本季推動了 101 筆增持與 99 筆減持，籌碼呈現明顯的結構重組。
整體而言，Jain Global LLC 的前 5 大持股（包含 GLD, SPY, HYG）貢獻了組合市值的 30.4%，形成該機構在 Q1 2026 季度的基本面基石。
僅顯示前 200 大持股（共 971 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 | GLD | Spdr Gold Shares | ETF-避險與商品 | 10.13% | -8.76% | +38.88% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 8.68% | +2.35% | +68.14% | |
| 3 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 4.73% | -2.84% | +23.20% | |
| 4 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 4.36% | -2.18% | +55.74% | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 4.09% | +0.67% | +183.04% | |
| 6 | GDX | Vaneck Gold Miners ETF | ETF-避險與商品 | 2.89% | -1.07% | +37.53% | |
| 7 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 2.68% | +0.96% | +2.79% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.75% | -0.04% | +636.89% | |
| 9 | KRE | Ss Spdr S&p Regional Bank | ETF-其他 | 1.63% | -0.40% | +63.63% | |
| 10 | BA | Boeing Co/the | 股票-工業 | 1.56% | -1.52% | +12.26% | |
| 11 | XLE | Ss Energy Select Sector | ETF-其他 | 1.52% | -0.82% | +94.67% | |
| 12 | MU | Micron Technology Inc | 股票-科技 | 1.52% | +1.00% | +128.88% | |
| 13 | KWEB | Kranesh Csi China Internet | ETF-新興市場 | 1.49% | -1.39% | +270.09% | |
| 14 | XLF | Ss Financial Select Sector | ETF-其他 | 1.34% | +3.87% | +47.53% | |
| 15 | AAPL | Apple Inc | 股票-科技 | 1.33% | -0.10% | +540.03% | |
| 16 | EWZ | Ishares Msci Brazil ETF | ETF-其他 | 1.32% | -0.43% | +34.17% | |
| 17 | GDXJ | Vaneck Junior Gold Miners | ETF-避險與商品 | 1.24% | -0.29% | -2.29% | |
| 18 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 1.16% | +0.12% | +263.57% | |
| 19 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 1.14% | -0.20% | +144.44% | |
| 20 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 1.11% | -1.04% | — | |
| 21 | NOW | Servicenow Inc | 股票-科技 | 0.99% | -0.80% | — | |
| 22 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.95% | -0.36% | +12.91% | |
| 23 | FXI | Ishares China Large-cap ETF | ETF-新興市場 | 0.94% | -0.59% | +14.13% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.83% | -0.72% | -15.88% | |
| 25 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.79% | -0.34% | +1171.33% | |
| 26 | TSLA | Tesla Inc | 股票-循環性消費 | 0.75% | +0.61% | -43.96% | |
| 27 | CAT | Caterpillar Inc | 股票-工業 | 0.68% | -0.64% | -3.51% | |
| 28 | NVDA | Nvidia CORP | 股票-科技 | 0.68% | +0.79% | -49.49% | |
| 29 | XLB | Ss Materials Select Sector | ETF-其他 | 0.60% | -0.37% | +14445.28% | |
| 30 | MSFT | Microsoft CORP | 股票-科技 | 0.59% | +0.46% | +240.68% | |
| 31 | XOM | Exxon Mobil CORP | 股票-能源 | 0.54% | +0.08% | — | |
| 32 | ORCL | Oracle CORP | 股票-科技 | 0.52% | -0.16% | +262.98% | |
| 33 | LMT | Lockheed Martin CORP | 股票-工業 | 0.52% | -0.20% | — | |
| 34 | NFLX | Netflix Inc | 股票-通訊服務 | 0.51% | -0.26% | +2030.03% | |
| 35 | KLAC | Kla CORP | 股票-科技 | 0.49% | +0.28% | +33.33% | |
| 36 | LRCX | Lam Research CORP | 股票-科技 | 0.47% | +0.18% | +435.92% | |
| 37 | GEV | GE Vernova Inc | 股票-工業 | 0.45% | -0.20% | +638.60% | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.45% | +0.31% | -25.10% | |
| 39 | ALB | Albemarle CORP | 股票-原物料 | 0.44% | -0.06% | +3925.93% | |
| 40 | AMAT | Applied Materials Inc | 股票-科技 | 0.43% | -0.26% | +1407.41% | |
| 41 | ASHR | Xtrackers Harvest Csi 300 Ch | ETF-其他 | 0.39% | -0.36% | — | |
| 42 | AU | AngloGold Ashanti plc | 股票-原物料 | 0.35% | -0.32% | -66.02% | |
| 43 | ATI | Ati Inc | 股票-工業 | 0.34% | -0.01% | -15.15% | |
| 44 | ASML | ASML Holding N.V. | 股票-科技 | 0.32% | -0.06% | +128.55% | |
| 45 | INTC | Intel CORP | 股票-科技 | 0.30% | +0.57% | — | |
| 46 | WDAY | Workday Inc-class A | 股票-科技 | 0.30% | -0.29% | — | |
| 47 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.30% | -0.30% | EXIT | |
| 48 | HD | Home Depot Inc | 股票-循環性消費 | 0.29% | +0.29% | -39.05% | |
| 49 | C | Citigroup Inc | 股票-金融 | 0.29% | -0.29% | EXIT | |
| 50 | EWC | Ishares Msci Canada ETF | ETF-其他 | 0.28% | -0.11% | +36.34% |
| # | 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 | +2.4% | +183.04% | 加碼 |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +2.3% | +68.14% | 加碼 |
| 3 | GLD | Spdr Gold Shares | +2.3% | +38.88% | 加碼 |
| 4 | META | Meta Platforms Inc-class A | +1.4% | +636.89% | 加碼 |
| 5 | EEM | Ishares Msci Emerging Market | +1.2% | +55.74% | 加碼 |
| 6 | AAPL | Apple Inc | +1.1% | +540.03% | 加碼 |
| 7 | KWEB | Kranesh Csi China Internet | +0.9% | +270.09% | 加碼 |
| 8 | MU | Micron Technology Inc | +0.9% | +128.88% | 加碼 |
| 9 | XLE | Ss Energy Select Sector | +0.9% | +94.67% | 加碼 |
| 10 | BABA | Alibaba Group Holding-sp Adr | +0.7% | +263.57% | 加碼 |
| 11 | GOOG | Alphabet Inc-cl C | +0.7% | +1171.33% | 加碼 |
| 12 | XBI | Ss Spdr S&p Biotech ETF | +0.6% | +144.44% | 加碼 |
| 13 | XLB | Ss Materials Select Sector | +0.6% | +14445.28% | 加碼 |
| 14 | GDX | Vaneck Gold Miners ETF | +0.6% | +37.53% | 加碼 |
| 15 | NFLX | Netflix Inc | +0.5% | +2030.03% | 加碼 |
| 16 | KRE | Ss Spdr S&p Regional Bank | +0.5% | +63.63% | 加碼 |
| 17 | ALB | Albemarle CORP | +0.4% | +3925.93% | 加碼 |
| 18 | AMAT | Applied Materials Inc | +0.4% | +1407.41% | 加碼 |
| 19 | GEV | GE Vernova Inc | +0.4% | +638.60% | 加碼 |
| 20 | LRCX | Lam Research CORP | +0.4% | +435.92% | 加碼 |
| 21 | EWZ | Ishares Msci Brazil ETF | +0.4% | +34.17% | 加碼 |
| 22 | MSFT | Microsoft CORP | +0.3% | +240.68% | 加碼 |
| 23 | ORCL | Oracle CORP | +0.3% | +262.98% | 加碼 |
| 24 | BE | Bloom Energy Corp- A | +0.3% | +5857.76% | 加碼 |
| 25 | TER | Teradyne Inc | +0.2% | +5180.07% | 加碼 |
| 26 | ASML | ASML Holding N.V. | +0.2% | +128.55% | 加碼 |
| 27 | FITB | Fifth Third Bancorp | +0.2% | +5113.02% | 加碼 |
| 28 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.2% | +23.20% | 加碼 |
| 29 | C | Citigroup Inc | +0.2% | +202.77% | 加碼 |
| 30 | UNM | Unum Group | +0.2% | +13513.45% | 加碼 |
| 31 | INTU | Intuit Inc | +0.2% | +447.81% | 加碼 |
| 32 | PH | Parker Hannifin CORP | +0.2% | +575.60% | 加碼 |
| 33 | JPM | Jpmorgan Chase & Co | +0.2% | +1246.58% | 加碼 |
| 34 | ALSN | Allison Transmission Holding | +0.2% | +16268.56% | 加碼 |
| 35 | XLF | Ss Financial Select Sector | +0.2% | +47.53% | 加碼 |
| 36 | FIX | Comfort Systems USA Inc | +0.2% | +106.24% | 加碼 |
| 37 | CBRE | Cbre Group Inc - A | +0.2% | +448.26% | 加碼 |
| 38 | GD | General Dynamics CORP | +0.2% | +734.38% | 加碼 |
| 39 | KLAC | Kla CORP | +0.1% | +33.33% | 加碼 |
| 40 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.1% | +547.41% | 加碼 |
| 41 | ✓ | M3brigade Acquisition V CORP | +0.1% | +1334.05% | 加碼 |
| 42 | XRT | Ss Spdr S&p Retail ETF | +0.1% | +269.23% | 加碼 |
| 43 | BP | Bp Plc-spons Adr | +0.1% | +4386.00% | 加碼 |
| 44 | PLD | Prologis Inc | +0.1% | +174.98% | 加碼 |
| 45 | Z | Zillow Group Inc - C | +0.1% | +1299.75% | 加碼 |
| 46 | EXPE | Expedia Group Inc | +0.1% | +904.42% | 加碼 |
| 47 | ECH | Ishares Msci Chile ETF | +0.1% | +120.00% | 加碼 |
| 48 | REG | Regency Centers CORP | +0.1% | +1869.20% | 加碼 |
| 49 | VEEV | Veeva Systems Inc-class A | +0.1% | +382.12% | 加碼 |
| 50 | CW | Curtiss-wright CORP | +0.1% | +1219.57% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Jain Global LLC 在 Q1 2026 季度的美股持倉總市值約為 US$254.4億，共申報了 971 個公開持股部位。
在 Q1 2026 季度，Jain Global LLC 按市值排列的前三大核心持股分別為：GLD (10.1%)、SPY (8.7%)、HYG (4.7%)。其中最大持股部位 GLD 佔據整體投資組合約 10.1% 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
XLP
市值: US$2.7億
本季最大獲利了結 / 清倉標的
IVV
前期市值: US$11.5億
在 Q1 2026 季度中，Jain Global LLC 共進行了 200 項持倉異動，包含新建倉 51 個部位、加碼 50 個部位、減碼 61 個部位以及清倉 38 個部位。 其中最大新建倉標的為 XLP。 本季清倉部位包含 IVV。
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。