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: 0000096223
申報總市值
US$151.9億
US$151.9億
1403 檔
37.4%
Q1 2026 季度申報顯示，Jefferies Financial Group Inc. 揭露的美股組合總市值為 US$151.9億，涵蓋 1403 個不同之權益投資部位。
Jefferies Financial Group Inc. 在 Q1 2026 的調整主要集中於風險出清，清倉與減碼部位合計達 135 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
整體而言，Jefferies Financial Group Inc. 的前 5 大持股（包含 GLD, SPY, QQQ）貢獻了組合市值的 37.4%，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 1403 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 | 23.84% | -22.29% | +103.11% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 7.64% | +6.02% | -44.18% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 3.77% | +0.09% | +39.35% | |
| 4 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 2.05% | +0.18% | +30.28% | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.61% | +1.43% | -59.41% | |
| 6 | XLE | Ss Energy Select Sector | ETF-其他 | 1.35% | -1.13% | -31.91% | |
| 7 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.15% | -0.08% | -23.80% | |
| 8 | IREN | IREN Limited | 股票-其他 | 1.14% | -0.12% | -70.13% | |
| 9 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.93% | -0.71% | +4.67% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 0.89% | +0.04% | -76.07% | |
| 11 | WMT | Walmart Inc | 股票-非循環性消費 | 0.83% | -0.58% | -11.35% | |
| 12 | MA | Mastercard Inc - A | 股票-金融 | 0.79% | -0.42% | +113.29% | |
| 13 | ASH | Ashland Inc | 股票-原物料 | 0.73% | -0.73% | EXIT | |
| 14 | AVGO | Broadcom Inc | 股票-科技 | 0.73% | -0.63% | +370.64% | |
| 15 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.71% | +0.38% | -11.77% | |
| 16 | XRT | Ss Spdr S&p Retail ETF | ETF-其他 | 0.68% | -0.51% | — | |
| 17 | PTCT | Ptc Therapeutics Inc | 股票-醫療保健 | 0.63% | +0.10% | -18.33% | |
| 18 | ACHC | Acadia Healthcare Co Inc | 股票-其他 | 0.58% | +0.12% | +6.87% | |
| 19 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.55% | -0.50% | +864.92% | |
| 20 | ADP | Automatic Data Processing | 股票-科技 | 0.55% | +0.30% | +664.51% | |
| 21 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 0.51% | +0.04% | +14.72% | |
| 22 | AAPL | Apple Inc | 股票-科技 | 0.51% | +1.10% | -63.37% | |
| 23 | XLF | Ss Financial Select Sector | ETF-其他 | 0.50% | -0.05% | +460.53% | |
| 24 | INTC | Intel CORP | 股票-科技 | 0.49% | +0.27% | -14.72% | |
| 25 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 0.49% | +0.04% | +122.97% | |
| 26 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.47% | -0.44% | +21942.65% | |
| 27 | ADI | Analog Devices Inc | 股票-科技 | 0.47% | -0.46% | +5263.75% | |
| 28 | GRAL | Grail Inc | 股票-醫療保健 | 0.46% | +0.16% | — | |
| 29 | APH | Amphenol Corp-cl A | 股票-科技 | 0.46% | -0.17% | +126.44% | |
| 30 | WMB | Williams Cos Inc | 股票-能源 | 0.46% | -0.01% | +605.41% | |
| 31 | CAT | Caterpillar Inc | 股票-工業 | 0.46% | -0.20% | +55.85% | |
| 32 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 0.46% | -0.42% | +15698.96% | |
| 33 | HLMN | Hillman Solutions CORP | 股票-其他 | 0.46% | -0.02% | -0.11% | |
| 34 | TTE | TotalEnergies SE | 股票-其他 | 0.44% | -0.36% | -17.65% | |
| 35 | BAC | Bank Of America CORP | 股票-金融 | 0.42% | -0.32% | +40.57% | |
| 36 | COR | Cencora Inc | 股票-醫療保健 | 0.39% | -0.08% | +51.55% | |
| 37 | PPL | Ppl CORP | 股票-公用事業 | 0.39% | +0.07% | +455.68% | |
| 38 | TRS | Trimas CORP | 股票-其他 | 0.38% | -0.09% | -0.18% | |
| 39 | LION | Lionsgate Studios CORP | 股票-其他 | 0.38% | +0.21% | -0.44% | |
| 40 | AMD | Advanced Micro Devices | 股票-科技 | 0.38% | +0.74% | -12.26% | |
| 41 | TPR | Tapestry Inc | 股票-循環性消費 | 0.36% | +0.31% | +378.04% | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 0.36% | +0.16% | -33.30% | |
| 43 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.35% | +0.02% | +7.16% | |
| 44 | IBB | Ishares Biotechnology ETF | ETF-科技型 | 0.35% | +0.03% | +0.62% | |
| 45 | GDX | Vaneck Gold Miners ETF | ETF-避險與商品 | 0.35% | -0.02% | +326.50% | |
| 46 | IMNM | Immunome Inc | 股票-其他 | 0.35% | -0.35% | EXIT | |
| 47 | PLD | Prologis Inc | 股票-房地產 | 0.35% | -0.08% | +9989.09% | |
| 48 | ✓ | Immatics NV | 股票-其他 | 0.34% | +0.09% | — | |
| 49 | DVN | Devon Energy CORP | 股票-能源 | 0.34% | -0.28% | +40.11% | |
| 50 | ALLE | Allegion plc | 股票-工業 | 0.33% | -0.33% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GLD | Spdr Gold Shares | +15.8% | +103.11% | 加碼 |
| 2 | QQQ | Invesco Qqq Trust Series 1 | +1.6% | +39.35% | 加碼 |
| 3 | XBI | Ss Spdr S&p Biotech ETF | +0.9% | +30.28% | 加碼 |
| 4 | AVGO | Broadcom Inc | +0.6% | +370.64% | 加碼 |
| 5 | EEM | Ishares Msci Emerging Market | +0.5% | +864.92% | 加碼 |
| 6 | ADP | Automatic Data Processing | +0.5% | +664.51% | 加碼 |
| 7 | JNJ | Johnson & Johnson | +0.5% | +21942.65% | 加碼 |
| 8 | MA | Mastercard Inc - A | +0.5% | +113.29% | 加碼 |
| 9 | ADI | Analog Devices Inc | +0.5% | +5263.75% | 加碼 |
| 10 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +0.5% | +15698.96% | 加碼 |
| 11 | XLF | Ss Financial Select Sector | +0.4% | +460.53% | 加碼 |
| 12 | WMB | Williams Cos Inc | +0.4% | +605.41% | 加碼 |
| 13 | PLD | Prologis Inc | +0.4% | +9989.09% | 加碼 |
| 14 | PPL | Ppl CORP | +0.3% | +455.68% | 加碼 |
| 15 | ACHC | Acadia Healthcare Co Inc | +0.3% | +6.87% | 加碼 |
| 16 | VNQ | Vanguard Real Estate ETF | +0.3% | +122.97% | 加碼 |
| 17 | TPR | Tapestry Inc | +0.3% | +378.04% | 加碼 |
| 18 | APH | Amphenol Corp-cl A | +0.3% | +126.44% | 加碼 |
| 19 | AMAT | Applied Materials Inc | +0.3% | +594.57% | 加碼 |
| 20 | GDX | Vaneck Gold Miners ETF | +0.3% | +326.50% | 加碼 |
| 21 | CAT | Caterpillar Inc | +0.3% | +55.85% | 加碼 |
| 22 | XLE | Ss Energy Select Sector | +0.3% | -31.91% | 減碼 |
| 23 | JAZZ | Jazz Pharmaceuticals plc | +0.2% | +4917.11% | 加碼 |
| 24 | LMT | Lockheed Martin CORP | +0.2% | +1545.25% | 加碼 |
| 25 | RTX | Rtx CORP | +0.2% | +171.05% | 加碼 |
| 26 | DVN | Devon Energy CORP | +0.2% | +40.11% | 加碼 |
| 27 | ABBV | Abbvie Inc | +0.2% | +101.40% | 加碼 |
| 28 | BILL 0 04-01-30債券 | Bill Holdings Inc | +0.2% | +652.21% | 加碼 |
| 29 | COR | Cencora Inc | +0.2% | +51.55% | 加碼 |
| 30 | CENX | Century Aluminum Company | +0.2% | +353.79% | 加碼 |
| 31 | KVUE | Kenvue Inc | +0.2% | +3245.76% | 加碼 |
| 32 | ORCL | Oracle CORP | +0.2% | +172.62% | 加碼 |
| 33 | BLK | Blackrock Inc | +0.2% | +808.18% | 加碼 |
| 34 | BPOP | Popular Inc | +0.2% | +1495.45% | 加碼 |
| 35 | CTAS | Cintas CORP | +0.2% | +2335.24% | 加碼 |
| 36 | CORZ | Core Scientific Inc | +0.2% | +86.06% | 加碼 |
| 37 | ELV | Elevance Health Inc | +0.2% | +85.78% | 加碼 |
| 38 | WPC | Wp Carey Inc | +0.1% | +6100.09% | 加碼 |
| 39 | OTIS | Otis Worldwide CORP | +0.1% | +5746.04% | 加碼 |
| 40 | EFA | Ishares Msci Eafe ETF | +0.1% | +1638.71% | 加碼 |
| 41 | PRCH | Porch Group Inc | +0.1% | +7115.79% | 加碼 |
| 42 | NET | Cloudflare Inc - Class A | +0.1% | +188.85% | 加碼 |
| 43 | SOFI | Sofi Technologies Inc | +0.1% | +216.69% | 加碼 |
| 44 | XLV | Ss Health Care Select Sector | +0.1% | +941.01% | 加碼 |
| 45 | IGV | Ishares Expanded Tech-softwa | +0.1% | +6370.50% | 加碼 |
| 46 | FICO | Fair Isaac CORP | +0.1% | +1583.10% | 加碼 |
| 47 | COHR | Coherent CORP | +0.1% | +989.77% | 加碼 |
| 48 | GH 1.25 02-15-31債券 | Guardant Health Inc | +0.1% | +3901.36% | 加碼 |
| 49 | CTMX | Cytomx Therapeutics Inc | +0.1% | +12809.71% | 加碼 |
| 50 | ENB | Enbridge Inc | +0.1% | +1513.56% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Jefferies Financial Group Inc. 在 Q1 2026 季度的美股持倉總市值約為 US$151.9億，共申報了 1403 個公開持股部位。
在 Q1 2026 季度，Jefferies Financial Group Inc. 按市值排列的前三大核心持股分別為：GLD (23.8%)、SPY (7.6%)、QQQ (3.8%)。其中最大持股部位 GLD 佔據整體投資組合約 23.8% 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
XRT
市值: US$9897.8萬
本季最大獲利了結 / 清倉標的
CDTX
前期市值: US$1.7億
在 Q1 2026 季度中，Jefferies Financial Group Inc. 共進行了 199 項持倉異動，包含新建倉 14 個部位、加碼 50 個部位、減碼 115 個部位以及清倉 20 個部位。 其中最大新建倉標的為 XRT。 本季清倉部位包含 CDTX。
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。