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: 0001767471
申報總市值
US$75.4億
US$75.4億
388 檔
31.7%
Q1 2026 季度申報顯示，Ossiam 揭露的美股組合總市值為 US$75.4億，涵蓋 388 個不同之權益投資部位。
觀察 Q1 2026 的申報異動，Ossiam 採取了強勁的買進策略，建倉與加碼動作（合計 103 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 AMD, SPYM, TSLA）占據了總市值的 31.7%，展現出該機構在 Q1 2026 的重點資金聚焦與風險分佈特徵。
僅顯示前 200 大持股（共 388 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 | AMD | Advanced Micro Devices | 股票-科技 | 14.22% | -10.02% | +39.66% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 10.26% | +3.45% | — | |
| 3 | TSLA | Tesla Inc | 股票-循環性消費 | 6.79% | -2.81% | +0.10% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 6.05% | -3.44% | -25.81% | |
| 5 | AAPL | Apple Inc | 股票-科技 | 4.66% | -1.56% | +19.52% | |
| 6 | AVGO | Broadcom Inc | 股票-科技 | 4.39% | -3.88% | +360.65% | |
| 7 | AMZN | Amazon.com Inc | 股票-循環性消費 | 3.75% | -1.77% | -19.19% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 3.31% | +1.92% | -22.83% | |
| 9 | GS | Goldman Sachs Group Inc | 股票-金融 | 2.22% | -0.59% | +299.42% | |
| 10 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.64% | -0.61% | +16.64% | |
| 11 | ADBE | Adobe Inc | 股票-科技 | 1.60% | -0.57% | +14.70% | |
| 12 | AMAT | Applied Materials Inc | 股票-科技 | 1.13% | +0.09% | +32.99% | |
| 13 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 1.10% | -1.08% | +6248.08% | |
| 14 | ADSK | Autodesk Inc | 股票-科技 | 1.05% | -0.67% | +42.36% | |
| 15 | FTNT | Fortinet Inc | 股票-科技 | 1.04% | +0.66% | +4.39% | |
| 16 | CZR | Caesars Entertainment Inc | 股票-循環性消費 | 0.91% | -0.71% | — | |
| 17 | XOM | Exxon Mobil CORP | 股票-能源 | 0.91% | -0.88% | +359.60% | |
| 18 | MELI | Mercadolibre Inc | 股票-循環性消費 | 0.88% | -0.23% | -3.18% | |
| 19 | UBER | Uber Technologies Inc | 股票-工業 | 0.88% | -0.49% | -3.49% | |
| 20 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.86% | -0.30% | -7.47% | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.86% | -0.29% | +43.46% | |
| 22 | ULTA | Ulta Beauty Inc | 股票-循環性消費 | 0.81% | -0.29% | +1.04% | |
| 23 | ROKU | Roku Inc | 股票-通訊服務 | 0.77% | -0.77% | EXIT | |
| 24 | SPGI | S&p Global Inc | 股票-金融 | 0.72% | -0.69% | +940.03% | |
| 25 | AMGN | Amgen Inc | 股票-醫療保健 | 0.70% | -0.53% | +653.92% | |
| 26 | LIN | Linde plc | 股票-原物料 | 0.69% | -0.62% | +1253.63% | |
| 27 | ISRG | Intuitive Surgical Inc | 股票-醫療保健 | 0.66% | -0.22% | +2.38% | |
| 28 | SNDK | Sandisk CORP | 股票-科技 | 0.65% | +1.04% | +13.91% | |
| 29 | MDB | Mongodb Inc | 股票-科技 | 0.65% | -0.02% | -0.01% | |
| 30 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.61% | -0.44% | +162.29% | |
| 31 | TFC | Truist Financial CORP | 股票-金融 | 0.59% | -0.57% | +2250.82% | |
| 32 | EOG | Eog Resources Inc | 股票-能源 | 0.58% | -0.56% | +272.00% | |
| 33 | ALGN | Align Technology Inc | 股票-醫療保健 | 0.57% | -0.43% | +31.93% | |
| 34 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.56% | -0.15% | +673.49% | |
| 35 | QRVO | Qorvo Inc | 股票-科技 | 0.55% | +0.10% | -11.95% | |
| 36 | ABNB | Airbnb Inc-class A | 股票-循環性消費 | 0.55% | -0.05% | +0.51% | |
| 37 | NFLX | Netflix Inc | 股票-通訊服務 | 0.54% | -0.29% | +7.35% | |
| 38 | BKNG | Booking Holdings Inc | 股票-循環性消費 | 0.54% | -0.48% | +377.82% | |
| 39 | DASH | Doordash Inc - A | 股票-循環性消費 | 0.51% | -0.14% | -0.57% | |
| 40 | AZO | Autozone Inc | 股票-循環性消費 | 0.51% | -0.21% | +290.42% | |
| 41 | LITE | Lumentum Holdings Inc | 股票-科技 | 0.48% | -0.01% | — | |
| 42 | SHOP | Shopify Inc - Class A | 股票-科技 | 0.48% | -0.46% | -3.08% | |
| 43 | CNX | Cnx Resources CORP | 股票-能源 | 0.46% | -0.16% | — | |
| 44 | CBRE | Cbre Group Inc - A | 股票-房地產 | 0.44% | -0.20% | -9.22% | |
| 45 | DUK | Duke Energy CORP | 股票-公用事業 | 0.44% | -0.44% | EXIT | |
| 46 | TEAM | Atlassian Corp-cl A | 股票-科技 | 0.43% | -0.10% | +77.18% | |
| 47 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.43% | +0.05% | -42.76% | |
| 48 | ✓ | On Holding AG | 股票-其他 | 0.40% | -0.39% | +107.64% | |
| 49 | APLSUSD | Apellis Pharmaceuticals Inc | 股票-其他 | 0.39% | -0.39% | EXIT | |
| 50 | APP | Applovin Corp-class A | 股票-科技 | 0.38% | +0.03% | +39.08% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +3.2% | +360.65% | 加碼 |
| 2 | AMD | Advanced Micro Devices | +2.1% | +39.66% | 加碼 |
| 3 | GS | Goldman Sachs Group Inc | +1.6% | +299.42% | 加碼 |
| 4 | NXPI | NXP Semiconductors N.V. | +1.1% | +6248.08% | 加碼 |
| 5 | XOM | Exxon Mobil CORP | +0.8% | +359.60% | 加碼 |
| 6 | LIN | Linde plc | +0.6% | +1253.63% | 加碼 |
| 7 | SPGI | S&p Global Inc | +0.6% | +940.03% | 加碼 |
| 8 | AMGN | Amgen Inc | +0.6% | +653.92% | 加碼 |
| 9 | TFC | Truist Financial CORP | +0.6% | +2250.82% | 加碼 |
| 10 | UNH | Unitedhealth Group Inc | +0.5% | +673.49% | 加碼 |
| 11 | EOG | Eog Resources Inc | +0.5% | +272.00% | 加碼 |
| 12 | DUK | Duke Energy CORP | +0.4% | +9059.84% | 加碼 |
| 13 | AMAT | Applied Materials Inc | +0.4% | +32.99% | 加碼 |
| 14 | SNDK | Sandisk CORP | +0.4% | +13.91% | 加碼 |
| 15 | BKNG | Booking Holdings Inc | +0.4% | +377.82% | 加碼 |
| 16 | AZO | Autozone Inc | +0.4% | +290.42% | 加碼 |
| 17 | ABBV | Abbvie Inc | +0.3% | +162.29% | 加碼 |
| 18 | FCX | Freeport-mcmoran Inc | +0.2% | +245.67% | 加碼 |
| 19 | MCK | Mckesson CORP | +0.2% | +818.88% | 加碼 |
| 20 | APH | Amphenol Corp-cl A | +0.2% | +509.16% | 加碼 |
| 21 | APLSUSD | Apellis Pharmaceuticals Inc | +0.2% | +28.76% | 加碼 |
| 22 | VZ | Verizon Communications Inc | +0.2% | +155.85% | 加碼 |
| 23 | VRTX | Vertex Pharmaceuticals Inc | +0.2% | +123.70% | 加碼 |
| 24 | ALNY | Alnylam Pharmaceuticals Inc | +0.1% | +1254.03% | 加碼 |
| 25 | GOOGL | Alphabet Inc-cl A | +0.1% | +43.46% | 加碼 |
| 26 | ALGN | Align Technology Inc | +0.1% | +31.93% | 加碼 |
| 27 | LYB | LyondellBasell Industries N.V. | +0.1% | +763690.91% | 加碼 |
| 28 | NWSA | News CORP - Class A | +0.1% | +117.09% | 加碼 |
| 29 | ✓ | On Holding AG | +0.1% | +107.64% | 加碼 |
| 30 | NVR | Nvr Inc | +0.1% | +127.01% | 加碼 |
| 31 | BX | Blackstone Inc | +0.1% | +962.79% | 加碼 |
| 32 | CME | Cme Group Inc | +0.1% | +340.42% | 加碼 |
| 33 | BNY | Bank Of New York Mellon CORP | +0.1% | +5847.37% | 加碼 |
| 34 | AKAM | Akamai Technologies Inc | +0.1% | +445.17% | 加碼 |
| 35 | COR | Cencora Inc | +0.1% | +743.82% | 加碼 |
| 36 | WDAY | Workday Inc-class A | +0.1% | +144.55% | 加碼 |
| 37 | CNH | CNH Industrial N.V. | +0.1% | +47.83% | 加碼 |
| 38 | CSGP | Costar Group Inc | 0% | +122.85% | 加碼 |
| 39 | MSCI | Msci Inc | 0% | +206.86% | 加碼 |
| 40 | DKNG | Draftkings Inc-cl A | 0% | +1311.74% | 加碼 |
| 41 | T86 | Tri Pointe Homes Inc | 0% | — | 不變 |
| 42 | RKT | Rocket Cos Inc-class A | 0% | +778.46% | 加碼 |
| 43 | P | Everpure Inc-a | 0% | +721.84% | 加碼 |
| 44 | EXC | Exelon CORP | 0% | +55795.24% | 加碼 |
| 45 | OTIS | Otis Worldwide CORP | 0% | +140.73% | 加碼 |
| 46 | NET | Cloudflare Inc - Class A | 0% | +336.74% | 加碼 |
| 47 | GEV | GE Vernova Inc | 0% | +877.19% | 加碼 |
| 48 | ADSK | Autodesk Inc | 0% | +42.36% | 加碼 |
| 49 | DB | Deutsche Bank Aktiengesellschaft | 0% | +68.12% | 加碼 |
| 50 | MTSI | Macom Technology Solutions H | 0% | -2.77% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Ossiam 在 Q1 2026 季度的美股持倉總市值約為 US$75.4億，共申報了 388 個公開持股部位。
在 Q1 2026 季度，Ossiam 按市值排列的前三大核心持股分別為：AMD (14.2%)、SPYM (10.3%)、TSLA (6.8%)。其中最大持股部位 AMD 佔據整體投資組合約 14.2% 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
SPYM
市值: US$5.8億
本季最大獲利了結 / 清倉標的
AXTA
前期市值: US$518.1萬
在 Q1 2026 季度中，Ossiam 共進行了 181 項持倉異動，包含新建倉 15 個部位、加碼 88 個部位、減碼 65 個部位以及清倉 13 個部位。 其中最大新建倉標的為 SPYM。 本季清倉部位包含 AXTA。
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。