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: 0002001019
申報總市值
US$271.3億
US$271.3億
575 檔
18.8%
在 Q1 2026 申報期間，NEOS Investment Management LLC（CIK: 0002001019）向美國 SEC 提交的 Form 13F 報告顯示，其追蹤之股票投資組合總市值達 US$271.3億，共持有 575 個公開申報部位。
Q1 2026 數據顯示 NEOS Investment Management LLC 積極進場，新開立 6 個部位並同步加碼 139 檔個股，反映機構在該季度的資金注入與籌碼積累。
在資產配置集中度方面，NEOS Investment Management LLC 的前 5 大核心持股（包含 NVDA, AAPL, MSFT 等）合計佔整體申報市值的 18.8%，反映機構在主要關鍵部位上的權重分佈。
僅顯示前 200 大持股（共 575 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 | NVDA | Nvidia CORP | 股票-科技 | 7.38% | -0.59% | +18.72% | |
| 2 | AAPL | Apple Inc | 股票-科技 | 6.55% | -0.65% | +19.13% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 4.79% | -0.91% | +19.58% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.74% | -0.29% | +19.35% | |
| 5 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型股 | 3.34% | +0.47% | +46.26% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.91% | +0.03% | +19.53% | |
| 7 | TSLA | Tesla Inc | 股票-循環性消費 | 2.63% | -0.22% | +31.88% | |
| 8 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.60% | -0.52% | +22.40% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.54% | +0.02% | +19.09% | |
| 10 | AVGO | Broadcom Inc | 股票-科技 | 2.54% | -0.04% | +20.62% | |
| 11 | WMT | Walmart Inc | 股票-非循環性消費 | 2.08% | -0.59% | +455.04% | |
| 12 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 1.55% | -0.41% | +28.22% | |
| 13 | NFLX | Netflix Inc | 股票-通訊服務 | 1.42% | -0.57% | +27.39% | |
| 14 | MU | Micron Technology Inc | 股票-科技 | 1.33% | +2.28% | +28.73% | |
| 15 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.17% | -0.42% | +24.81% | |
| 16 | AMD | Advanced Micro Devices | 股票-科技 | 1.16% | +1.49% | +28.27% | |
| 17 | CSCO | Cisco Systems Inc | 股票-科技 | 1.07% | +0.21% | +27.39% | |
| 18 | AMAT | Applied Materials Inc | 股票-科技 | 0.95% | +0.66% | +23.59% | |
| 19 | LRCX | Lam Research CORP | 股票-科技 | 0.93% | +0.59% | +23.29% | |
| 20 | LIN | Linde plc | 股票-原物料 | 0.81% | -0.14% | +19.26% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.75% | -0.10% | +225.03% | |
| 22 | PEP | Pepsico Inc | 股票-非循環性消費 | 0.74% | -0.22% | +26.34% | |
| 23 | INTC | Intel CORP | 股票-科技 | 0.73% | +1.17% | +35.06% | |
| 24 | TMUS | T-mobile US Inc | 股票-通訊服務 | 0.72% | -0.28% | +28.00% | |
| 25 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密貨幣 | 0.68% | -0.01% | +62.31% | |
| 26 | KLAC | Kla CORP | 股票-科技 | 0.67% | +0.42% | +32.73% | |
| 27 | AMGN | Amgen Inc | 股票-醫療保健 | 0.66% | -0.11% | +21.83% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.66% | -0.11% | +11.95% | |
| 29 | TXN | Texas Instruments Inc | 股票-科技 | 0.61% | +0.15% | +25.80% | |
| 30 | GILD | Gilead Sciences Inc | 股票-醫療保健 | 0.60% | -0.16% | +18.86% | |
| 31 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.60% | -0.07% | +11.58% | |
| 32 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.57% | -0.17% | +23.74% | |
| 33 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.55% | +0.02% | +0.70% | |
| 34 | ADI | Analog Devices Inc | 股票-科技 | 0.54% | +0.01% | +26.03% | |
| 35 | XOM | Exxon Mobil CORP | 股票-能源 | 0.53% | -0.19% | +7.13% | |
| 36 | HODL | Vaneck Bitcoin ETF | ETF-加密貨幣 | 0.52% | -0.20% | -0.59% | |
| 37 | HON | Honeywell International Inc | 股票-工業 | 0.50% | -0.50% | EXIT | |
| 38 | QCOM | Qualcomm Inc | 股票-科技 | 0.48% | +0.06% | +24.64% | |
| 39 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.47% | -0.07% | +32.53% | |
| 40 | AAAU | Goldman Sachs Physical Gold | ETF-避險與商品 | 0.46% | -0.06% | +26.29% | |
| 41 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.45% | +0.33% | +52.42% | |
| 42 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.44% | -0.07% | -1.20% | |
| 43 | INTU | Intuit Inc | 股票-科技 | 0.42% | -0.22% | +23.77% | |
| 44 | APP | Applovin Corp-class A | 股票-科技 | 0.42% | +0.01% | +31.23% | |
| 45 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.41% | -0.08% | +25.59% | |
| 46 | BND | Vanguard Total Bond Market | ETF-其他 | 0.41% | -0.08% | +25.59% | |
| 47 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.40% | -0.09% | +33.71% | |
| 48 | VRTX | Vertex Pharmaceuticals Inc | 股票-醫療保健 | 0.39% | -0.04% | +19.08% | |
| 49 | V | Visa Inc-class A Shares | 股票-金融 | 0.38% | -0.03% | +3.10% | |
| 50 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 0.36% | -0.12% | +23.81% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | WMT | Walmart Inc | +1.7% | +455.04% | 加碼 |
| 2 | VTWO | Vanguard Russell 2000 ETF | +0.7% | +46.26% | 加碼 |
| 3 | IEFA | Ishares Core Msci Eafe ETF | +0.5% | +225.03% | 加碼 |
| 4 | COST | Costco Wholesale CORP | +0.4% | +28.22% | 加碼 |
| 5 | MU | Micron Technology Inc | +0.3% | +28.73% | 加碼 |
| 6 | AMAT | Applied Materials Inc | +0.3% | +23.59% | 加碼 |
| 7 | LRCX | Lam Research CORP | +0.2% | +23.29% | 加碼 |
| 8 | INTC | Intel CORP | +0.2% | +35.06% | 加碼 |
| 9 | WMB | Williams Cos Inc | +0.2% | +257.25% | 加碼 |
| 10 | KLAC | Kla CORP | +0.2% | +32.73% | 加碼 |
| 11 | WDC | Western Digital CORP | +0.2% | +76.33% | 加碼 |
| 12 | NFLX | Netflix Inc | +0.2% | +27.39% | 加碼 |
| 13 | LIN | Linde plc | +0.1% | +19.26% | 加碼 |
| 14 | STX | Seagate Technology Holdings plc | +0.1% | +55.68% | 加碼 |
| 15 | XOM | Exxon Mobil CORP | +0.1% | +7.13% | 加碼 |
| 16 | KMI | Kinder Morgan, Inc. | +0.1% | +210.29% | 加碼 |
| 17 | CSCO | Cisco Systems Inc | +0.1% | +27.39% | 加碼 |
| 18 | PEP | Pepsico Inc | +0.1% | +26.34% | 加碼 |
| 19 | ADI | Analog Devices Inc | +0.1% | +26.03% | 加碼 |
| 20 | TRGP | Targa Resources CORP | +0.1% | +220.37% | 加碼 |
| 21 | LNG | Cheniere Energy Inc | +0.1% | +920.22% | 加碼 |
| 22 | TXN | Texas Instruments Inc | +0.1% | +25.80% | 加碼 |
| 23 | ASML | ASML Holding N.V. | +0.1% | +42.42% | 加碼 |
| 24 | MPWR | Monolithic Power Systems Inc | +0.1% | +135.06% | 加碼 |
| 25 | OKE | Oneok Inc | +0.1% | +187.71% | 加碼 |
| 26 | TMUS | T-mobile US Inc | +0.1% | +28.00% | 加碼 |
| 27 | NEXT | Nextdecade CORP | +0.1% | +1741.01% | 加碼 |
| 28 | GILD | Gilead Sciences Inc | +0.1% | +18.86% | 加碼 |
| 29 | AMGN | Amgen Inc | +0.1% | +21.83% | 加碼 |
| 30 | EPD | Enterprise Products Partners | +0.1% | +1054.57% | 加碼 |
| 31 | MPLX | Mplx LP | +0.1% | +1130.91% | 加碼 |
| 32 | DTM | Dt Midstream Inc | +0.1% | +1028.94% | 加碼 |
| 33 | HON | Honeywell International Inc | +0.1% | +16.88% | 加碼 |
| 34 | AAAU | Goldman Sachs Physical Gold | +0.1% | +26.29% | 加碼 |
| 35 | AM | Antero Midstream CORP | +0.1% | +1123.68% | 加碼 |
| 36 | AMD | Advanced Micro Devices | +0.1% | +28.27% | 加碼 |
| 37 | CQP | Cheniere Energy Partners LP | +0.1% | +1118.89% | 加碼 |
| 38 | TNK | Teekay Tankers Ltd. | +0.1% | +1070.94% | 加碼 |
| 39 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | +62.31% | 加碼 |
| 40 | PANW | Palo Alto Networks Inc | +0.1% | +52.42% | 加碼 |
| 41 | CVX | Chevron CORP | +0.1% | +2.75% | 加碼 |
| 42 | CSX | Csx CORP | +0.1% | +26.09% | 加碼 |
| 43 | MRVL | Marvell Technology Inc | +0.1% | +29.72% | 加碼 |
| 44 | FANG | Diamondback Energy Inc | +0.1% | +30.50% | 加碼 |
| 45 | ROST | Ross Stores Inc | +0.1% | +20.15% | 加碼 |
| 46 | BKR | Baker Hughes Co | +0.1% | +14.76% | 加碼 |
| 47 | KNTK | Kinetik Holdings Inc | +0.1% | +1020.64% | 加碼 |
| 48 | CTRI | Centuri Holdings Inc | +0.1% | +1016.21% | 加碼 |
| 49 | PAA | Plains All Amer Pipeline LP | +0.1% | +1121.47% | 加碼 |
| 50 | SBUX | Starbucks CORP | +0.1% | +24.96% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，NEOS Investment Management LLC 在 Q1 2026 季度的美股持倉總市值約為 US$271.3億，共申報了 575 個公開持股部位。
在 Q1 2026 季度，NEOS Investment Management LLC 按市值排列的前三大核心持股分別為：NVDA (7.4%)、AAPL (6.5%)、MSFT (4.8%)。其中最大持股部位 NVDA 佔據整體投資組合約 7.4% 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
ENB
市值: US$4547.8萬
本季最大獲利了結 / 清倉標的
USHY
前期市值: US$6261.2萬
在 Q1 2026 季度中，NEOS Investment Management LLC 共進行了 200 項持倉異動，包含新建倉 6 個部位、加碼 139 個部位、減碼 26 個部位以及清倉 29 個部位。 其中最大新建倉標的為 ENB。 本季清倉部位包含 USHY。
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。