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: 0001535521
申報總市值
US$4.7億
US$4.7億
133 檔
34.5%
截至 Q1 2026 季度末，Logan Stone Capital, LLC 的美股持倉估值約為 US$4.7億，全數申報部位共有 133 檔。
Q1 2026 的申報記錄反映 Logan Stone Capital, LLC 的板塊替換策略：機構本季推動了 85 筆增持與 94 筆減持，籌碼呈現明顯的結構重組。
整體而言，Logan Stone Capital, LLC 的前 5 大持股（包含 FOX, HEI-A, VTEB）貢獻了組合市值的 34.5%，形成該機構在 Q1 2026 季度的基本面基石。
| # | 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 | FOX | Fox CORP - Class B | 股票-通訊服務 | 26.77% | -9.94% | +258.08% | |
| 2 | HEI-A | Heico Corp-class A | 股票-其他 | 5.77% | +9.34% | — | |
| 3 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 4.88% | +8.67% | — | |
| 4 | GOF | Guggenheim Strategic Opport | 股票-其他 | 3.98% | -1.20% | +31.16% | |
| 5 | NWSA | News CORP - Class A | 股票-通訊服務 | 3.91% | -3.91% | EXIT | |
| 6 | PTY | Pimco Corporate & Income Opp | 股票-其他 | 2.63% | -0.91% | -17.30% | |
| 7 | SPPP | Sprott Physical Platinum And | 股票-其他 | 2.32% | -2.32% | EXIT | |
| 8 | ✓ | Silicon Vy Acquisition CORP | 股票-其他 | 2.06% | -1.70% | — | |
| 9 | CEF | Sprott Physical Gold And Sil | 股票-其他 | 1.67% | -1.67% | EXIT | |
| 10 | XEFRX | Eaton Vance Sr Fltg Rate Tr | 股票-其他 | 1.58% | -0.71% | +2.73% | |
| 11 | ANSCW | Agriculture & Natural Solutions Acquisition Corporation | 股票-其他 | 1.57% | -0.30% | — | |
| 12 | XPCQX | Pimco California Muni Inc Fd | 股票-其他 | 1.52% | -0.62% | -21.49% | |
| 13 | ✓ | 股票-其他 | 1.42% | -1.42% | EXIT | ||
| 14 | ✓ | Oxley Bridge Acq LTD | 股票-其他 | 1.42% | -0.33% | — | |
| 15 | ✓ | Cslm Digita Asset Acq CORP I Usd Cl | 股票-其他 | 1.39% | -0.32% | +25.51% | |
| 16 | PTA | Cohen & Steers Tax-advantage | 股票-其他 | 1.37% | -1.27% | -1.68% | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 1.31% | -1.31% | EXIT | |
| 18 | DLY | Doubleline Yield Opport | 股票-其他 | 1.24% | -0.97% | -6.20% | |
| 19 | ✓ | 股票-其他 | 1.10% | -0.57% | — | ||
| 20 | ✓ | 股票-其他 | 1.09% | -0.25% | +0.96% | ||
| 21 | BGX | Blackstone Long-short Credit | 股票-其他 | 1.07% | -0.30% | +309.26% | |
| 22 | JFR | Nuveen Floating Rate Income | 股票-其他 | 1.05% | -1.05% | EXIT | |
| 23 | ✓ | Ai Infrastructure Acquisi | 股票-其他 | 1.02% | -0.23% | +0.00% | |
| 24 | BGB | Blackstone Strategic Credit | 股票-其他 | 0.99% | -0.22% | +58.99% | |
| 25 | FTHY | First Trust Hi Yld Opp 2027 | 股票-其他 | 0.93% | -0.19% | +7.80% | |
| 26 | ✓ | Berto Acquisition CORP | 股票-其他 | 0.92% | -0.92% | EXIT | |
| 27 | IXJ | Ishares Global Healthcare Et | ETF-其他 | 0.76% | -0.35% | +0.14% | |
| 28 | KIO | Kkr Income Opportunities | 股票-其他 | 0.75% | -0.75% | EXIT | |
| 29 | ✓ | Miluna Acquisition CORP | 股票-其他 | 0.72% | -0.62% | -0.00% | |
| 30 | ✓ | Crown Resv Acquisition CORP I | 股票-其他 | 0.72% | -0.17% | -49.05% | |
| 31 | ✓ | Stonebridge Acquisition Ii C | 股票-其他 | 0.70% | -0.16% | — | |
| 32 | PNI | Pimco Ny Muni Inc Ii Fnd | 股票-其他 | 0.68% | -0.38% | — | |
| 33 | ARDC | Ares Dynamic Credit All | 股票-其他 | 0.67% | -0.67% | EXIT | |
| 34 | XAWFX | Alliancebernstein Gl Hi Inc | 股票-其他 | 0.66% | +0.77% | — | |
| 35 | EFT | Eaton Vance Fltng Rt Inc Tr | 股票-其他 | 0.65% | -0.45% | -19.46% | |
| 36 | CSQ | Calamos Strat Ttl Rtrn Fnd | 股票-其他 | 0.62% | -0.62% | EXIT | |
| 37 | FMB | First Trust Managed Municipa | ETF-其他 | 0.61% | +0.57% | — | |
| 38 | ✓ | 股票-其他 | 0.60% | -0.36% | +0.03% | ||
| 39 | ✓ | 股票-其他 | 0.55% | -0.12% | +130.59% | ||
| 40 | ✓ | 股票-其他 | 0.54% | -0.54% | EXIT | ||
| 41 | MFM | Aberdeen Municipal Income | 股票-其他 | 0.50% | -0.19% | -24.70% | |
| 42 | XFFCX | Flaherty & Crumrine Pref Inc | 股票-其他 | 0.47% | -0.47% | EXIT | |
| 43 | ✓ | 股票-其他 | 0.46% | -0.46% | EXIT | ||
| 44 | AFB | Allianceberstein Ntl Muni | 股票-其他 | 0.45% | -0.45% | EXIT | |
| 45 | ✓ | Globa Terra Acquisition Cor | 股票-其他 | 0.44% | -0.44% | EXIT | |
| 46 | ✓ | 股票-其他 | 0.42% | -0.10% | +1.72% | ||
| 47 | FCT | First Trust Snr Fl Rt Inc Ii | 股票-其他 | 0.41% | -0.08% | -5.64% | |
| 48 | VFL | Abrdn National Municipal Inc | 股票-其他 | 0.36% | -0.36% | EXIT | |
| 49 | EOS | Eaton Vance Enh Eqt Inc Ii | 股票-其他 | 0.35% | +0.09% | +1.28% | |
| 50 | ✓ | Proem Acquisition CORP I | 股票-其他 | 0.35% | -0.35% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | FOX | Fox CORP - Class B | +18.7% | +258.08% | 加碼 |
| 2 | GOF | Guggenheim Strategic Opport | +0.8% | +31.16% | 加碼 |
| 3 | BGX | Blackstone Long-short Credit | +0.8% | +309.26% | 加碼 |
| 4 | CSQ | Calamos Strat Ttl Rtrn Fnd | +0.5% | +564.95% | 加碼 |
| 5 | ✓ | Cslm Digita Asset Acq CORP I Usd Cl | +0.4% | +25.51% | 加碼 |
| 6 | BGB | Blackstone Strategic Credit | +0.4% | +58.99% | 加碼 |
| 7 | ✓ | +0.3% | +130.59% | 加碼 | |
| 8 | ARDC | Ares Dynamic Credit All | +0.3% | +81.96% | 加碼 |
| 9 | KIO | Kkr Income Opportunities | +0.3% | +46.38% | 加碼 |
| 10 | ANSCW | Agriculture & Natural Solutions Acquisition Corporation | +0.2% | — | 不變 |
| 11 | XSSPX | Nuveen S&p 500 Dynam Overwr | +0.2% | +369.68% | 加碼 |
| 12 | ETW | Eaton Vance T/m Glbl Buy-wr | +0.2% | +76.81% | 加碼 |
| 13 | ✓ | +0.2% | — | 不變 | |
| 14 | ✓ | Oxley Bridge Acq LTD | +0.2% | — | 不變 |
| 15 | AGG | Ishares Core U.s. Aggregate | +0.2% | +1.79% | 加碼 |
| 16 | BH | Biglari Holdings Inc-b | +0.2% | +91.05% | 加碼 |
| 17 | PDT | John Hancock Prem Dvd Fnd | +0.2% | +83.56% | 加碼 |
| 18 | ✓ | +0.1% | +0.96% | 加碼 | |
| 19 | XEFRX | Eaton Vance Sr Fltg Rate Tr | +0.1% | +2.73% | 加碼 |
| 20 | FTHY | First Trust Hi Yld Opp 2027 | +0.1% | +7.80% | 加碼 |
| 21 | ✓ | Berto Acquisition CORP | +0.1% | +2.42% | 加碼 |
| 22 | ✓ | +0.1% | — | 不變 | |
| 23 | ✓ | Ai Infrastructure Acquisi | +0.1% | +0.00% | 加碼 |
| 24 | MHD | Blackrock Muniholdings Fund | +0.1% | +67.01% | 加碼 |
| 25 | PTA | Cohen & Steers Tax-advantage | +0.1% | -1.68% | 減碼 |
| 26 | EVF | Eaton Vance Senior Income Tr | +0.1% | +45.72% | 加碼 |
| 27 | ✓ | Globa Terra Acquisition Cor | +0.1% | +9.91% | 加碼 |
| 28 | BMEZ | Blackrock Hlth Sci Trm Tr Ii | +0.1% | +90.14% | 加碼 |
| 29 | ✓ | Miluna Acquisition CORP | +0.1% | -0.00% | 減碼 |
| 30 | ✓ | Stonebridge Acquisition Ii C | +0.1% | — | 不變 |
| 31 | XMCRX | Mfs Charter Income Trust | +0.1% | +64.72% | 加碼 |
| 32 | VFL | Abrdn National Municipal Inc | +0.1% | +14.68% | 加碼 |
| 33 | ✓ | +0.1% | +0.03% | 加碼 | |
| 34 | JMM | Nuveen Multi-market Income | +0.1% | +163.92% | 加碼 |
| 35 | IXJ | Ishares Global Healthcare Et | +0.1% | +0.14% | 加碼 |
| 36 | ✓ | +0.1% | +1.72% | 加碼 | |
| 37 | ✓ | +0.1% | — | 不變 | |
| 38 | ✓ | Sizzle Acquisition CORP. Ii | +0.1% | +19.77% | 加碼 |
| 39 | SDHY | Pgim Shrt Durat Hi Yld | +0.1% | +19.00% | 加碼 |
| 40 | ✓ | +0.1% | — | 不變 | |
| 41 | PSF | Cohen & Steers Select Prefer | 0% | +44.82% | 加碼 |
| 42 | ✓ | Chenghe Acquisition Iii Co O | 0% | +85.87% | 加碼 |
| 43 | CPZ | Calamos Lng/shrt Eqty & Dyn | 0% | +30.25% | 加碼 |
| 44 | ✓ | Rf Acquisition CORP Ii | 0% | +45.39% | 加碼 |
| 45 | TWN | Taiwan Fund Inc/th/md-us Inc | 0% | — | 不變 |
| 46 | MXF | Mexico Fund Inc | 0% | — | 不變 |
| 47 | ✓ | Tailwind 2.0 Acquisition Cor | 0% | -0.00% | 減碼 |
| 48 | RFMZ | Rivernorth Flex Muni Ii | 0% | — | 不變 |
| 49 | ALFUW | Centurion Acquisition Corp. | 0% | +9.17% | 加碼 |
| 50 | ✓ | Spark I Acquisition CORP | 0% | +9.58% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Logan Stone Capital, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$4.7億，共申報了 133 個公開持股部位。
在 Q1 2026 季度，Logan Stone Capital, LLC 按市值排列的前三大核心持股分別為：FOX (26.8%)、HEI-A (5.8%)、VTEB (4.9%)。其中最大持股部位 FOX 佔據整體投資組合約 26.8% 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
HEI-A
市值: US$2078.4萬
本季最大獲利了結 / 清倉標的
IBIT
前期市值: US$4460.5萬
在 Q1 2026 季度中，Logan Stone Capital, LLC 共進行了 179 項持倉異動，包含新建倉 42 個部位、加碼 43 個部位、減碼 35 個部位以及清倉 59 個部位。 其中最大新建倉標的為 HEI-A。 本季清倉部位包含 IBIT。
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。