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: 0001104186
申報總市值
US$39.0億
US$39.0億
71 檔
27.3%
截至 Q1 2026 季度末，Masters Capital Management LLC 的美股持倉估值約為 US$39.0億，全數申報部位共有 71 檔。
觀察 Q1 2026 的申報異動，Masters Capital Management LLC 採取了強勁的買進策略，建倉與加碼動作（合計 42 筆）涵蓋多個核心板塊，展現機構對特定產業前景之樂觀態度。
檢視投資組合結構，前 5 大主力部位（包含 TLT, C, UPS）占據了總市值的 27.3%，展現出該機構在 Q1 2026 的重點資金聚焦與風險分佈特徵。
| # | 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 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 11.46% | -9.24% | — | |
| 2 | C | Citigroup Inc | 股票-金融 | 7.49% | -3.90% | +185.71% | |
| 3 | UPS | United Parcel Service-cl B | 股票-工業 | 7.48% | -3.89% | — | |
| 4 | DAL | Delta Air Lines Inc | 股票-工業 | 4.39% | -0.78% | — | |
| 5 | INTC | Intel CORP | 股票-科技 | 4.37% | -0.79% | +50.00% | |
| 6 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 4.15% | +0.78% | — | |
| 7 | IBM | Intl Business Machines CORP | 股票-科技 | 4.00% | -4.00% | EXIT | |
| 8 | GM | General Motors Co | 股票-循環性消費 | 3.20% | +0.76% | -35.00% | |
| 9 | ASTS | Ast Spacemobile Inc | 股票-科技 | 2.74% | -1.60% | +100.00% | |
| 10 | W | Wayfair Inc- Class A | 股票-循環性消費 | 2.73% | -2.49% | — | |
| 11 | MHK | Mohawk Industries Inc | 股票-循環性消費 | 2.60% | -2.29% | +100.00% | |
| 12 | FLR | Fluor CORP | 股票-工業 | 2.09% | +0.60% | +23.18% | |
| 13 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 2.00% | -0.52% | +233.33% | |
| 14 | APD | Air Products & Chemicals Inc | 股票-原物料 | 1.92% | -1.92% | EXIT | |
| 15 | ORA | Ormat Technologies Inc | 股票-公用事業 | 1.85% | -1.85% | EXIT | |
| 16 | BWA | Borgwarner Inc | 股票-循環性消費 | 1.79% | -1.79% | EXIT | |
| 17 | ECL | Ecolab Inc | 股票-原物料 | 1.76% | -1.76% | EXIT | |
| 18 | CLX | Clorox Company | 股票-非循環性消費 | 1.71% | +0.74% | +58.48% | |
| 19 | SLB | Slb LTD | 股票-能源 | 1.70% | +0.92% | -50.00% | |
| 20 | FCX | Freeport-mcmoran Inc | 股票-原物料 | 1.55% | +0.06% | +110.58% | |
| 21 | YPF | Ypf S.a.-sponsored Adr | 股票-其他 | 1.53% | -0.95% | +61.29% | |
| 22 | BCS | Barclays Plc-spons Adr | 股票-金融 | 1.40% | -0.71% | +100.00% | |
| 23 | BA | Boeing Co/the | 股票-工業 | 1.32% | +4.24% | -60.00% | |
| 24 | NOV | Nov Inc | 股票-能源 | 1.24% | -0.19% | — | |
| 25 | ADM | Archer-daniels-midland Co | 股票-非循環性消費 | 1.20% | -1.20% | EXIT | |
| 26 | REAL | Realreal Inc/the | 股票-其他 | 1.20% | -0.75% | +100.00% | |
| 27 | CVS | Cvs Health CORP | 股票-醫療保健 | 1.19% | +0.14% | — | |
| 28 | IONQ | Ionq Inc | 股票-科技 | 1.05% | +0.04% | — | |
| 29 | BSX | Boston Scientific CORP | 股票-醫療保健 | 1.04% | -0.77% | — | |
| 30 | FLY | Firefly Aerospace Inc | 股票-其他 | 0.94% | -0.94% | EXIT | |
| 31 | FITB | Fifth Third Bancorp | 股票-金融 | 0.92% | -0.92% | EXIT | |
| 32 | CLF | Cleveland-cliffs Inc | 股票-原物料 | 0.89% | -0.17% | +60.00% | |
| 33 | FSLY | Fastly Inc - Class A | 股票-科技 | 0.77% | -0.77% | EXIT | |
| 34 | VYX | Ncr Voyix CORP | 股票-科技 | 0.73% | +0.14% | +16.67% | |
| 35 | BWAY | Brainsway Ltd-adr | 股票-其他 | 0.72% | -0.12% | +65.00% | |
| 36 | DCH | Dauch Corporation | 股票-其他 | 0.69% | -0.27% | +16.67% | |
| 37 | AA | Alcoa CORP | 股票-原物料 | 0.66% | +2.02% | -40.00% | |
| 38 | RIG | Transocean Ltd. | 股票-能源 | 0.66% | -0.28% | — | |
| 39 | HRL | Hormel Foods CORP | 股票-非循環性消費 | 0.64% | — | — | |
| 40 | LION | Lionsgate Studios CORP | 股票-其他 | 0.63% | +0.15% | -0.26% | |
| 41 | FTK | Flotek Industries Inc | 股票-其他 | 0.61% | -0.01% | +8.94% | |
| 42 | PONY | Pony Ai Inc | 股票-其他 | 0.61% | -0.26% | — | |
| 43 | IP | International Paper Co | 股票-循環性消費 | 0.59% | -0.10% | -50.00% | |
| 44 | NOK | Nokia Corp-spon Adr | 股票-科技 | 0.53% | -0.53% | EXIT | |
| 45 | ENVX | Enovix CORP | 股票-其他 | 0.51% | -0.04% | +50.00% | |
| 46 | EMN | Eastman Chemical Co | 股票-原物料 | 0.50% | +1.91% | -81.82% | |
| 47 | MBLY | Mobileye Global Inc-a | 股票-其他 | 0.48% | +0.27% | — | |
| 48 | VG | Venture Global Inc-cl A | 股票-能源 | 0.46% | -0.46% | EXIT | |
| 49 | HUN | Huntsman CORP | 股票-原物料 | 0.44% | -0.44% | EXIT | |
| 50 | LYFT | Lyft Inc-a | 股票-科技 | 0.44% | -0.44% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | C | Citigroup Inc | +4.2% | +185.71% | 加碼 |
| 2 | IBM | Intl Business Machines CORP | +1.6% | +150.00% | 加碼 |
| 3 | INTC | Intel CORP | +1.4% | +50.00% | 加碼 |
| 4 | BMY | Bristol-myers Squibb Co | +1.3% | +233.33% | 加碼 |
| 5 | ASTS | Ast Spacemobile Inc | +1.3% | +100.00% | 加碼 |
| 6 | MHK | Mohawk Industries Inc | +0.8% | +100.00% | 加碼 |
| 7 | FCX | Freeport-mcmoran Inc | +0.8% | +110.58% | 加碼 |
| 8 | YPF | Ypf S.a.-sponsored Adr | +0.6% | +61.29% | 加碼 |
| 9 | CLX | Clorox Company | +0.4% | +58.48% | 加碼 |
| 10 | BCS | Barclays Plc-spons Adr | +0.4% | +100.00% | 加碼 |
| 11 | FLR | Fluor CORP | +0.3% | +23.18% | 加碼 |
| 12 | RIG | Transocean Ltd. | +0.2% | — | 不變 |
| 13 | SENS | Senseonics Holdings Inc | +0.1% | +100.00% | 加碼 |
| 14 | HUN | Huntsman CORP | 0% | — | 不變 |
| 15 | NOK | Nokia Corp-spon Adr | — | — | 不變 |
| 16 | PLUG | Plug Power Inc | 0% | — | 不變 |
| 17 | STIM | Neuronetics Inc | 0% | — | 不變 |
| 18 | NFE | New Fortress Energy Inc | 0% | — | 不變 |
| 19 | LUCD | Lucid Diagnostics Inc | 0% | — | 不變 |
| 20 | NOV | Nov Inc | 0% | — | 不變 |
| 21 | BWA | Borgwarner Inc | -0.1% | — | 不變 |
| 22 | BWAY | Brainsway Ltd-adr | -0.1% | +65.00% | 加碼 |
| 23 | 2CH | Wheels Up Experience Inc | -0.1% | -20.00% | 減碼 |
| 24 | AOMR | Angel Oak Mortgage Reit Inc | -0.1% | — | 不變 |
| 25 | REAL | Realreal Inc/the | -0.1% | +100.00% | 加碼 |
| 26 | DCH | Dauch Corporation | -0.1% | +16.67% | 加碼 |
| 27 | FTK | Flotek Industries Inc | -0.1% | +8.94% | 加碼 |
| 28 | ENVX | Enovix CORP | -0.1% | +50.00% | 加碼 |
| 29 | BORR | Borr Drilling Limited | -0.1% | -31.03% | 減碼 |
| 30 | ✓ | Ferroglobe PLC | -0.1% | — | 不變 |
| 31 | LION | Lionsgate Studios CORP | -0.1% | -0.26% | 減碼 |
| 32 | TLS | Telos Corporation | -0.2% | -4.76% | 減碼 |
| 33 | EVEX | Eve Holding Inc | -0.2% | -4.76% | 減碼 |
| 34 | CLF | Cleveland-cliffs Inc | -0.2% | +60.00% | 加碼 |
| 35 | DNLI | Denali Therapeutics Inc | -0.3% | -40.00% | 減碼 |
| 36 | LYFT | Lyft Inc-a | -0.4% | — | 不變 |
| 37 | NXE | Nexgen Energy LTD | -0.4% | -50.00% | 減碼 |
| 38 | EVTL | Vertical Aerospace Ltd. | -0.4% | +13.33% | 加碼 |
| 39 | AA | Alcoa CORP | -0.4% | -40.00% | 減碼 |
| 40 | VYX | Ncr Voyix CORP | -0.5% | +16.67% | 加碼 |
| 41 | PONY | Pony Ai Inc | -0.5% | — | 不變 |
| 42 | IP | International Paper Co | -1% | -50.00% | 減碼 |
| 43 | DAL | Delta Air Lines Inc | -1.3% | — | 不變 |
| 44 | SLB | Slb LTD | -1.4% | -50.00% | 減碼 |
| 45 | BABA | Alibaba Group Holding-sp Adr | -1.8% | — | 不變 |
| 46 | UPS | United Parcel Service-cl B | -1.8% | — | 不變 |
| 47 | EMN | Eastman Chemical Co | -2.4% | -81.82% | 減碼 |
| 48 | BA | Boeing Co/the | -3.1% | -60.00% | 減碼 |
| 49 | GM | General Motors Co | -3.4% | -35.00% | 減碼 |
| 50 | TLT | Ishares 20+ Year Treasury Bd | — | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Masters Capital Management LLC 在 Q1 2026 季度的美股持倉總市值約為 US$39.0億，共申報了 71 個公開持股部位。
在 Q1 2026 季度，Masters Capital Management LLC 按市值排列的前三大核心持股分別為：TLT (11.5%)、C (7.5%)、UPS (7.5%)。其中最大持股部位 TLT 佔據整體投資組合約 11.5% 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
TLT
市值: US$3.5億
本季最大獲利了結 / 清倉標的
HON
前期市值: US$1.2億
在 Q1 2026 季度中，Masters Capital Management LLC 共進行了 71 項持倉異動，包含新建倉 22 個部位、加碼 20 個部位、減碼 13 個部位以及清倉 16 個部位。 其中最大新建倉標的為 TLT。 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。