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: 0001755987
申報總市值
US$10.3億
US$10.3億
452 檔
4.9%
在 Q1 2026 的 13F 官方備案中，Oak Thistle LLC 管理的美股投資組合規模來到 US$10.3億，整體持股檔數為 452 檔。
Oak Thistle LLC 於 Q1 2026 展現出進攻型調倉步調，本季推動了 80 檔股票的新建倉與 60 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
在資產配置集中度方面，Oak Thistle LLC 的前 5 大核心持股（包含 MU, CVX, AMAT 等）合計佔整體申報市值的 4.9%，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 452 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 | MU | Micron Technology Inc | 股票-科技 | 1.23% | -0.64% | +643.24% | |
| 2 | CVX | Chevron CORP | 股票-能源 | 1.01% | -0.35% | +246.92% | |
| 3 | AMAT | Applied Materials Inc | 股票-科技 | 0.93% | -0.63% | +79.29% | |
| 4 | GLW | Corning Inc | 股票-科技 | 0.90% | -0.90% | EXIT | |
| 5 | SNDK | Sandisk CORP | 股票-科技 | 0.89% | -0.47% | — | |
| 6 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.89% | -0.68% | +537.24% | |
| 7 | AMG | Affiliated Managers Group | 股票-金融 | 0.86% | -0.69% | +265.92% | |
| 8 | FDX | Fedex CORP | 股票-工業 | 0.76% | -0.02% | +1355.76% | |
| 9 | TDG | Transdigm Group Inc | 股票-工業 | 0.67% | -0.45% | +347.38% | |
| 10 | EQH | Equitable Holdings Inc | 股票-金融 | 0.65% | -0.54% | +359.35% | |
| 11 | ADI | Analog Devices Inc | 股票-科技 | 0.65% | -0.65% | EXIT | |
| 12 | ARE | Alexandria Real Estate Equit | 股票-房地產 | 0.64% | -0.40% | +508.22% | |
| 13 | AEE | Ameren Corporation | 股票-公用事業 | 0.64% | -0.54% | +12.48% | |
| 14 | TSLA | Tesla Inc | 股票-循環性消費 | 0.64% | -0.64% | EXIT | |
| 15 | LRCX | Lam Research CORP | 股票-科技 | 0.64% | -0.02% | — | |
| 16 | VLO | Valero Energy CORP | 股票-能源 | 0.63% | -0.63% | EXIT | |
| 17 | CF | Cf Industries Holdings Inc | 股票-原物料 | 0.63% | -0.63% | EXIT | |
| 18 | TPG | Tpg Inc | 股票-金融 | 0.61% | -0.51% | +707.91% | |
| 19 | THC | Tenet Healthcare CORP | 股票-醫療保健 | 0.61% | -0.54% | — | |
| 20 | OGE | Oge Energy CORP | 股票-公用事業 | 0.58% | -0.49% | +128.84% | |
| 21 | CVS | Cvs Health CORP | 股票-醫療保健 | 0.57% | -0.39% | +584.93% | |
| 22 | LECO | Lincoln Electric Holdings | 股票-工業 | 0.57% | — | +257.82% | |
| 23 | WFC | Wells Fargo & Co | 股票-金融 | 0.55% | -0.01% | +240.43% | |
| 24 | CTRA | Coterra Energy Inc | 股票-能源 | 0.55% | -0.55% | EXIT | |
| 25 | HAL | Halliburton Co | 股票-能源 | 0.54% | -0.40% | +254.37% | |
| 26 | RGA | Reinsurance Group Of America | 股票-金融 | 0.54% | -0.17% | — | |
| 27 | IRM | Iron Mountain Inc | 股票-房地產 | 0.53% | -0.53% | EXIT | |
| 28 | PCG | P G & E CORP | 股票-公用事業 | 0.53% | -0.14% | +124.06% | |
| 29 | SOLS | Solstice Adv Materials Inc | 股票-原物料 | 0.53% | -0.53% | EXIT | |
| 30 | WMB | Williams Cos Inc | 股票-能源 | 0.53% | -0.53% | EXIT | |
| 31 | AIG | American International Group | 股票-金融 | 0.52% | -0.08% | +215.78% | |
| 32 | OTIS | Otis Worldwide CORP | 股票-工業 | 0.51% | -0.11% | +193.49% | |
| 33 | ADM | Archer-daniels-midland Co | 股票-非循環性消費 | 0.51% | -0.51% | EXIT | |
| 34 | UBER | Uber Technologies Inc | 股票-工業 | 0.51% | -0.51% | EXIT | |
| 35 | TAP | Molson Coors Beverage Co - B | 股票-非循環性消費 | 0.48% | -0.42% | +69.42% | |
| 36 | CIEN | Ciena CORP | 股票-科技 | 0.48% | -0.23% | +208.31% | |
| 37 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.48% | +0.34% | — | |
| 38 | MKL | Markel Group Inc | 股票-金融 | 0.48% | -0.16% | — | |
| 39 | PH | Parker Hannifin CORP | 股票-工業 | 0.48% | -0.22% | — | |
| 40 | GE | General Electric | 股票-工業 | 0.47% | -0.35% | +336.65% | |
| 41 | AZO | Autozone Inc | 股票-循環性消費 | 0.47% | -0.25% | +8.21% | |
| 42 | EXPE | Expedia Group Inc | 股票-循環性消費 | 0.47% | -0.47% | EXIT | |
| 43 | GEN | Gen Digital Inc | 股票-科技 | 0.47% | -0.47% | EXIT | |
| 44 | PRMB | Primo Brands CORP | 股票-非循環性消費 | 0.47% | -0.26% | +384.65% | |
| 45 | LMT | Lockheed Martin CORP | 股票-工業 | 0.45% | -0.12% | — | |
| 46 | SMCI | Super Micro Computer Inc | 股票-科技 | 0.45% | -0.39% | — | |
| 47 | RBC | RBC Bearings Inc | 股票-工業 | 0.44% | -0.12% | — | |
| 48 | LNG | Cheniere Energy Inc | 股票-能源 | 0.44% | -0.21% | +243.60% | |
| 49 | BLK | Blackrock Inc | 股票-金融 | 0.43% | -0.30% | +41.81% | |
| 50 | MAA | Mid-america Apartment Comm | 股票-房地產 | 0.43% | -0.31% | +61.44% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MU | Micron Technology Inc | +1% | +643.24% | 加碼 |
| 2 | CVX | Chevron CORP | +0.7% | +246.92% | 加碼 |
| 3 | FDX | Fedex CORP | +0.7% | +1355.76% | 加碼 |
| 4 | BKNG | Booking Holdings Inc | +0.6% | +537.24% | 加碼 |
| 5 | AMG | Affiliated Managers Group | +0.5% | +265.92% | 加碼 |
| 6 | ARE | Alexandria Real Estate Equit | +0.5% | +508.22% | 加碼 |
| 7 | TPG | Tpg Inc | +0.4% | +707.91% | 加碼 |
| 8 | CVS | Cvs Health CORP | +0.4% | +584.93% | 加碼 |
| 9 | TDG | Transdigm Group Inc | +0.4% | +347.38% | 加碼 |
| 10 | EXPE | Expedia Group Inc | +0.4% | +1536.79% | 加碼 |
| 11 | EQH | Equitable Holdings Inc | +0.4% | +359.35% | 加碼 |
| 12 | HAL | Halliburton Co | +0.4% | +254.37% | 加碼 |
| 13 | AMAT | Applied Materials Inc | +0.4% | +79.29% | 加碼 |
| 14 | CTRA | Coterra Energy Inc | +0.4% | +219.79% | 加碼 |
| 15 | WMB | Williams Cos Inc | +0.4% | +279.86% | 加碼 |
| 16 | LECO | Lincoln Electric Holdings | +0.4% | +257.82% | 加碼 |
| 17 | CIEN | Ciena CORP | +0.4% | +208.31% | 加碼 |
| 18 | PRMB | Primo Brands CORP | +0.4% | +384.65% | 加碼 |
| 19 | CSCO | Cisco Systems Inc | +0.4% | +946.34% | 加碼 |
| 20 | LNG | Cheniere Energy Inc | +0.3% | +243.60% | 加碼 |
| 21 | GE | General Electric | +0.3% | +336.65% | 加碼 |
| 22 | WFC | Wells Fargo & Co | +0.3% | +240.43% | 加碼 |
| 23 | OGE | Oge Energy CORP | +0.3% | +128.84% | 加碼 |
| 24 | AIG | American International Group | +0.3% | +215.78% | 加碼 |
| 25 | SPG | Simon Property Group Inc | +0.3% | +301.38% | 加碼 |
| 26 | BKR | Baker Hughes Co | +0.3% | +476.31% | 加碼 |
| 27 | MCK | Mckesson CORP | +0.3% | +589.75% | 加碼 |
| 28 | GEN | Gen Digital Inc | +0.2% | +323.70% | 加碼 |
| 29 | PLNT | Planet Fitness Inc - Cl A | +0.2% | +472.32% | 加碼 |
| 30 | OTIS | Otis Worldwide CORP | +0.2% | +193.49% | 加碼 |
| 31 | PCG | P G & E CORP | +0.2% | +124.06% | 加碼 |
| 32 | MSA | Msa Safety Inc | +0.2% | +264.60% | 加碼 |
| 33 | MRP | Millrose Properties | +0.2% | +205.75% | 加碼 |
| 34 | VMI | Valmont Industries | +0.2% | +264.49% | 加碼 |
| 35 | LUV | Southwest Airlines Co | +0.2% | +356.51% | 加碼 |
| 36 | SMG | Scotts Miracle-gro Co | +0.2% | +178.34% | 加碼 |
| 37 | HSY | Hershey Co/the | +0.2% | +276.32% | 加碼 |
| 38 | BA | Boeing Co/the | +0.2% | +196.53% | 加碼 |
| 39 | SNOW | Snowflake Inc | +0.2% | +1399.60% | 加碼 |
| 40 | CRCL | Circle Internet Group Inc | +0.2% | +346.80% | 加碼 |
| 41 | DG | Dollar General CORP | +0.2% | +267.55% | 加碼 |
| 42 | CMG | Chipotle Mexican Grill Inc | +0.2% | +400.67% | 加碼 |
| 43 | KD | Kyndryl Holdings Inc | +0.2% | +741.04% | 加碼 |
| 44 | CE | Celanese CORP | +0.2% | +353.46% | 加碼 |
| 45 | ROST | Ross Stores Inc | +0.2% | +293.15% | 加碼 |
| 46 | STWD | Starwood Property Trust Inc | +0.2% | +170.29% | 加碼 |
| 47 | OVV | Ovintiv Inc | +0.2% | +81.74% | 加碼 |
| 48 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | +255.12% | 加碼 |
| 49 | DDOG | Datadog Inc - Class A | +0.2% | +213.02% | 加碼 |
| 50 | HUN | Huntsman CORP | +0.2% | +152.06% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Oak Thistle LLC 在 Q1 2026 季度的美股持倉總市值約為 US$10.3億，共申報了 452 個公開持股部位。
在 Q1 2026 季度，Oak Thistle LLC 按市值排列的前三大核心持股分別為：MU (1.2%)、CVX (1.0%)、AMAT (0.9%)。其中最大持股部位 MU 佔據整體投資組合約 1.2% 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
GLW
市值: US$927.9萬
本季最大獲利了結 / 清倉標的
NVDA
前期市值: US$559.5萬
在 Q1 2026 季度中，Oak Thistle LLC 共進行了 200 項持倉異動，包含新建倉 80 個部位、加碼 60 個部位、減碼 9 個部位以及清倉 51 個部位。 其中最大新建倉標的為 GLW。 本季清倉部位包含 NVDA。
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。