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: 0002100122
申報總市值
US$5.6億
US$5.6億
141 檔
13.3%
在 Q1 2026 申報期間，Opal Capital LLC（CIK: 0002100122）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$5.6億，共持有 141 個公開申報部位。
Q1 2026 數據顯示 Opal Capital LLC 積極進場，新開立 56 個部位並同步加碼 65 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，Opal Capital LLC 的前 5 大核心持股（包含 CVX, PM, VZ 等）合計佔整體申報市值的 13.3%，反映機構在主要關鍵部位上的權重分佈。
| # | 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 | CVX | Chevron CORP | 股票-能源 | 3.14% | -0.92% | +122.45% | |
| 2 | PM | Philip Morris International | 股票-非循環性消費 | 2.82% | +0.16% | +10.26% | |
| 3 | VZ | Verizon Communications Inc | 股票-通訊服務 | 2.55% | -0.05% | +4.57% | |
| 4 | MPLX | Mplx LP | 股票-能源 | 2.34% | +0.34% | +5.34% | |
| 5 | BTI | British American Tob-sp Adr | 股票-非循環性消費 | 2.33% | +0.52% | +30.93% | |
| 6 | NEE | Nextera Energy Inc | 股票-公用事業 | 2.06% | +0.19% | -8.03% | |
| 7 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.91% | +0.83% | +2.28% | |
| 8 | UPS | United Parcel Service-cl B | 股票-工業 | 1.74% | +0.47% | +68.08% | |
| 9 | CME | Cme Group Inc | 股票-金融 | 1.73% | -0.23% | +3.26% | |
| 10 | NVDA | Nvidia CORP | 股票-科技 | 1.72% | +0.70% | +118.08% | |
| 11 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 1.67% | +2.22% | +196.62% | |
| 12 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.66% | +0.41% | +72.46% | |
| 13 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.59% | +0.56% | +19.65% | |
| 14 | VLO | Valero Energy CORP | 股票-能源 | 1.58% | -1.43% | — | |
| 15 | HSY | Hershey Co/the | 股票-非循環性消費 | 1.57% | -0.03% | +38.66% | |
| 16 | UNVGY | Universal Music Gro-unsp Adr | 股票-其他 | 1.56% | -1.56% | EXIT | |
| 17 | D | Dominion Energy Inc | 股票-公用事業 | 1.54% | -1.54% | EXIT | |
| 18 | ASML | ASML Holding N.V. | 股票-科技 | 1.45% | +0.67% | +137.78% | |
| 19 | AEP | American Electric Power | 股票-公用事業 | 1.42% | +0.29% | +5.23% | |
| 20 | ENB | Enbridge Inc | 股票-能源 | 1.32% | +0.21% | -34.23% | |
| 21 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 1.27% | +0.22% | +185.70% | |
| 22 | ORANY | Orange-spon Adr | 股票-其他 | 1.23% | -1.23% | EXIT | |
| 23 | PBR | Petroleo Brasileiro-spon Adr | 股票-能源 | 1.22% | -0.29% | +14.03% | |
| 24 | CI | THE Cigna Group | 股票-醫療保健 | 1.22% | +0.24% | +19.32% | |
| 25 | PEP | Pepsico Inc | 股票-非循環性消費 | 1.20% | +0.01% | -1.07% | |
| 26 | MSFT | Microsoft CORP | 股票-科技 | 1.18% | -0.21% | +18.76% | |
| 27 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.18% | -0.43% | +1005.50% | |
| 28 | AIG | American International Group | 股票-金融 | 1.16% | +0.18% | +5.53% | |
| 29 | GSK | Gsk Plc-spon Adr | 股票-醫療保健 | 1.13% | -0.11% | +13.87% | |
| 30 | MA | Mastercard Inc - A | 股票-金融 | 1.13% | -0.09% | +1181.65% | |
| 31 | KMI | Kinder Morgan, Inc. | 股票-能源 | 1.10% | -0.35% | +4.94% | |
| 32 | ATO | Atmos Energy CORP | 股票-公用事業 | 1.09% | +0.09% | — | |
| 33 | DVN | Devon Energy CORP | 股票-能源 | 1.08% | -1.08% | EXIT | |
| 34 | AAPL | Apple Inc | 股票-科技 | 1.07% | +0.42% | -16.07% | |
| 35 | HD | Home Depot Inc | 股票-循環性消費 | 1.07% | +0.88% | +1743.75% | |
| 36 | NFLX | Netflix Inc | 股票-通訊服務 | 1.05% | -0.36% | +254.91% | |
| 37 | BIPC | Brookfield Infrastructure-a | 股票-公用事業 | 1.04% | +0.14% | +5.37% | |
| 38 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.99% | +0.29% | +92.43% | |
| 39 | ENLAY | Enel Spa - Unspon Adr | 股票-其他 | 0.98% | -0.98% | EXIT | |
| 40 | KKPNY | Koninklijke Kpn NV - Sp Adr | 股票-其他 | 0.97% | -0.97% | EXIT | |
| 41 | ✓ | Ferrovial Se | 股票-其他 | 0.97% | -0.14% | +1968.47% | |
| 42 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.96% | -0.08% | +44.10% | |
| 43 | SPOT | Spotify Technology S.A. | 股票-通訊服務 | 0.92% | -0.20% | — | |
| 44 | MELI | Mercadolibre Inc | 股票-循環性消費 | 0.91% | -0.18% | +1228.13% | |
| 45 | TTE | TotalEnergies SE | 股票-其他 | 0.89% | -0.01% | +70.93% | |
| 46 | MO | Altria Group Inc | 股票-非循環性消費 | 0.89% | +0.23% | +0.68% | |
| 47 | QXO | Qxo Inc | 股票-工業 | 0.88% | -0.24% | +2185.16% | |
| 48 | UBER | Uber Technologies Inc | 股票-工業 | 0.83% | -0.15% | +1117.45% | |
| 49 | LEN | Lennar Corp-a | 股票-循環性消費 | 0.82% | -0.82% | EXIT | |
| 50 | ISNPY | Intesa Sanpaolo-spon Adr | 股票-其他 | 0.80% | -0.80% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CVX | Chevron CORP | +1.7% | +122.45% | 加碼 |
| 2 | LLY | Eli Lilly & Co | +1% | +1005.50% | 加碼 |
| 3 | MA | Mastercard Inc - A | +1% | +1181.65% | 加碼 |
| 4 | HD | Home Depot Inc | +1% | +1743.75% | 加碼 |
| 5 | ✓ | Ferrovial Se | +0.9% | +1968.47% | 加碼 |
| 6 | QXO | Qxo Inc | +0.8% | +2185.16% | 加碼 |
| 7 | MELI | Mercadolibre Inc | +0.8% | +1228.13% | 加碼 |
| 8 | ASML | ASML Holding N.V. | +0.8% | +137.78% | 加碼 |
| 9 | UBER | Uber Technologies Inc | +0.7% | +1117.45% | 加碼 |
| 10 | UNH | Unitedhealth Group Inc | +0.7% | +196.62% | 加碼 |
| 11 | NFLX | Netflix Inc | +0.7% | +254.91% | 加碼 |
| 12 | BN | Brookfield CORP | +0.7% | +2167.58% | 加碼 |
| 13 | INTU | Intuit Inc | +0.7% | +1215.70% | 加碼 |
| 14 | NKE | Nike Inc -cl B | +0.6% | +1772.80% | 加碼 |
| 15 | GOOG | Alphabet Inc-cl C | +0.6% | +185.70% | 加碼 |
| 16 | NVDA | Nvidia CORP | +0.5% | +118.08% | 加碼 |
| 17 | ZTS | Zoetis Inc | +0.5% | +1388.77% | 加碼 |
| 18 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | +72.46% | 加碼 |
| 19 | PBR | Petroleo Brasileiro-spon Adr | +0.4% | +14.03% | 加碼 |
| 20 | TTE | TotalEnergies SE | +0.4% | +70.93% | 加碼 |
| 21 | UPS | United Parcel Service-cl B | +0.3% | +68.08% | 加碼 |
| 22 | AMZN | Amazon.com Inc | +0.3% | +92.43% | 加碼 |
| 23 | F | Ford Motor Co | +0.2% | +974.34% | 加碼 |
| 24 | LEN | Lennar Corp-a | +0.2% | +124.74% | 加碼 |
| 25 | CMI | Cummins Inc | +0.2% | +490.50% | 加碼 |
| 26 | HSY | Hershey Co/the | +0.2% | +38.66% | 加碼 |
| 27 | MRK | Merck & Co. Inc. | +0.2% | +321.48% | 加碼 |
| 28 | T | At&t Inc | +0.2% | +418.45% | 加碼 |
| 29 | IBN | Icici Bank Ltd-spon Adr | +0.2% | +170.10% | 加碼 |
| 30 | BAC | Bank Of America CORP | +0.1% | +238.82% | 加碼 |
| 31 | SCHW | Schwab (charles) CORP | +0.1% | +419.12% | 加碼 |
| 32 | AMP | Ameriprise Financial Inc | +0.1% | +451.81% | 加碼 |
| 33 | V | Visa Inc-class A Shares | +0.1% | +75.09% | 加碼 |
| 34 | FDX | Fedex CORP | +0.1% | +227.67% | 加碼 |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +77.45% | 加碼 |
| 36 | LMT | Lockheed Martin CORP | +0.1% | +124.21% | 加碼 |
| 37 | TSLA | Tesla Inc | 0% | +104.19% | 加碼 |
| 38 | PG | Procter & Gamble Co/the | 0% | +44.10% | 加碼 |
| 39 | AMX | America Movil Sab De Cv | — | +14.03% | 加碼 |
| 40 | NOK | Nokia Corp-spon Adr | — | +13.99% | 加碼 |
| 41 | AVGO | Broadcom Inc | 0% | +55.73% | 加碼 |
| 42 | META | Meta Platforms Inc-class A | 0% | +56.49% | 加碼 |
| 43 | UL | Unilever Plc-sponsored Adr | 0% | +53.05% | 加碼 |
| 44 | NVS | Novartis Ag-sponsored Adr | 0% | +12.19% | 加碼 |
| 45 | RIO | Rio Tinto Plc-spon Adr | -0.1% | +14.03% | 加碼 |
| 46 | OMAB | Grupo Aeroportuario Cen-adr | -0.1% | +14.10% | 加碼 |
| 47 | JD | Jd.com Inc-adr | -0.1% | +14.00% | 加碼 |
| 48 | BTI | British American Tob-sp Adr | -0.1% | +30.93% | 加碼 |
| 49 | GSK | Gsk Plc-spon Adr | -0.1% | +13.87% | 加碼 |
| 50 | KMI | Kinder Morgan, Inc. | -0.1% | +4.94% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Opal Capital LLC 在 Q1 2026 季度的美股持倉總市值約為 US$5.6億，共申報了 141 個公開持股部位。
在 Q1 2026 季度，Opal Capital LLC 按市值排列的前三大核心持股分別為：CVX (3.1%)、PM (2.8%)、VZ (2.5%)。其中最大持股部位 CVX 佔據整體投資組合約 3.1% 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
VLO
市值: US$892.1萬
本季最大獲利了結 / 清倉標的
NVO
前期市值: US$1019.9萬
在 Q1 2026 季度中，Opal Capital LLC 共進行了 200 項持倉異動，包含新建倉 56 個部位、加碼 65 個部位、減碼 13 個部位以及清倉 66 個部位。 其中最大新建倉標的為 VLO。 本季清倉部位包含 NVO。
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。