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: 0002010766
申報總市值
US$5354.7萬
US$5354.7萬
53 檔
73.4%
在 Q1 2026 的 13F 官方備案中，OV Management LLC 管理的美股投資組合規模來到 US$5354.7萬，整體持股檔數為 53 檔。
數據顯示 OV Management LLC 於 Q1 2026 季度持續回收資金，對 49 個既有部位進行裁減並清倉 5 個標的，組合整體流動性比重有所上升。
從部位權重觀察，前 5 大標的（包含 PSBD, NVDA, AAPL）累計市值佔比達 73.4%，是驅動 OV Management LLC 該季度整體投資組合績效表現的核心支柱。
| # | 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 | PSBD | Palmer Square Capital Bdc In | 股票-其他 | 74.34% | -1.75% | — | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 1.81% | +0.08% | -85.20% | |
| 3 | AAPL | Apple Inc | 股票-科技 | 1.46% | -0.50% | -83.85% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 1.34% | -0.53% | -84.05% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.21% | +0.15% | -86.29% | |
| 6 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.86% | +0.04% | -85.20% | |
| 7 | FANG | Diamondback Energy Inc | 股票-能源 | 0.74% | -0.74% | EXIT | |
| 8 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.68% | -0.07% | -85.19% | |
| 9 | MRK | Merck & Co. Inc. | 股票-醫療保健 | 0.68% | -0.68% | EXIT | |
| 10 | TXN | Texas Instruments Inc | 股票-科技 | 0.65% | -0.50% | -79.75% | |
| 11 | HSY | Hershey Co/the | 股票-非循環性消費 | 0.65% | -0.65% | EXIT | |
| 12 | TJX | Tjx Companies Inc | 股票-循環性消費 | 0.65% | -0.65% | EXIT | |
| 13 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.63% | -0.63% | EXIT | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 0.63% | -0.47% | -82.83% | |
| 15 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.62% | -0.62% | EXIT | |
| 16 | NOW | Servicenow Inc | 股票-科技 | 0.62% | -0.09% | -61.82% | |
| 17 | WEC | Wec Energy Group Inc | 股票-公用事業 | 0.61% | -0.61% | EXIT | |
| 18 | DE | Deere & Co | 股票-工業 | 0.60% | -0.60% | EXIT | |
| 19 | MCD | Mcdonald's CORP | 股票-循環性消費 | 0.58% | -0.58% | EXIT | |
| 20 | DAL | Delta Air Lines Inc | 股票-工業 | 0.54% | -0.54% | EXIT | |
| 21 | MS | Morgan Stanley | 股票-金融 | 0.53% | -0.53% | EXIT | |
| 22 | ALL | Allstate CORP | 股票-金融 | 0.53% | -0.53% | EXIT | |
| 23 | AVGO | Broadcom Inc | 股票-科技 | 0.50% | +0.06% | -85.20% | |
| 24 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.50% | -0.50% | EXIT | |
| 25 | ROL | Rollins Inc | 股票-循環性消費 | 0.49% | -0.49% | EXIT | |
| 26 | MDT | Medtronic plc | 股票-醫療保健 | 0.49% | -0.49% | EXIT | |
| 27 | NTAP | Netapp Inc | 股票-科技 | 0.48% | -0.48% | EXIT | |
| 28 | ZTS | Zoetis Inc | 股票-醫療保健 | 0.45% | -0.45% | EXIT | |
| 29 | ABT | Abbott Laboratories | 股票-醫療保健 | 0.45% | -0.45% | EXIT | |
| 30 | HD | Home Depot Inc | 股票-循環性消費 | 0.43% | -0.43% | EXIT | |
| 31 | VRSK | Verisk Analytics Inc | 股票-工業 | 0.41% | -0.41% | EXIT | |
| 32 | LPLA | Lpl Financial Holdings Inc | 股票-金融 | 0.41% | -0.41% | EXIT | |
| 33 | SPGI | S&p Global Inc | 股票-金融 | 0.41% | -0.41% | EXIT | |
| 34 | INTU | Intuit Inc | 股票-科技 | 0.40% | -0.40% | EXIT | |
| 35 | IBM | Intl Business Machines CORP | 股票-科技 | 0.38% | -0.38% | EXIT | |
| 36 | AMD | Advanced Micro Devices | 股票-科技 | 0.34% | +0.55% | -85.20% | |
| 37 | CRM | Salesforce Inc | 股票-科技 | 0.31% | -0.08% | -79.09% | |
| 38 | P | Everpure Inc-a | 股票-科技 | 0.31% | +0.06% | -85.20% | |
| 39 | NET | Cloudflare Inc - Class A | 股票-科技 | 0.19% | +0.01% | -85.21% | |
| 40 | NFLX | Netflix Inc | 股票-通訊服務 | 0.19% | -0.06% | -85.19% | |
| 41 | PANW | Palo Alto Networks Inc | 股票-科技 | 0.18% | +0.17% | -83.03% | |
| 42 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.17% | +0.05% | -85.22% | |
| 43 | CRWD | Crowdstrike Holdings Inc - A | 股票-科技 | 0.17% | +0.13% | -82.97% | |
| 44 | CALX | Calix Inc | 股票-科技 | 0.17% | -0.05% | -81.53% | |
| 45 | CDNS | Cadence Design Sys Inc | 股票-科技 | 0.16% | +0.04% | — | |
| 46 | AXON | Axon Enterprise Inc | 股票-工業 | 0.16% | +0.03% | -85.21% | |
| 47 | MA | Mastercard Inc - A | 股票-金融 | 0.15% | -0.01% | -91.37% | |
| 48 | MU | Micron Technology Inc | 股票-科技 | 0.15% | +0.31% | — | |
| 49 | NTNX | Nutanix Inc - A | 股票-科技 | 0.14% | +0.03% | -75.58% | |
| 50 | XYZ | Block Inc | 股票-金融 | 0.13% | +0.02% | -85.20% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | PSBD | Palmer Square Capital Bdc In | +35% | — | 不變 |
| 2 | COST | Costco Wholesale CORP | -0.1% | -69.88% | 減碼 |
| 3 | NTNX | Nutanix Inc - A | -0.2% | -75.58% | 減碼 |
| 4 | FANG | Diamondback Energy Inc | -0.2% | -74.87% | 減碼 |
| 5 | ZTS | Zoetis Inc | -0.2% | -69.80% | 減碼 |
| 6 | CALX | Calix Inc | -0.2% | -81.53% | 減碼 |
| 7 | DDOG | Datadog Inc - Class A | -0.2% | -85.20% | 減碼 |
| 8 | DE | Deere & Co | -0.3% | -75.25% | 減碼 |
| 9 | VRSK | Verisk Analytics Inc | -0.3% | -69.24% | 減碼 |
| 10 | TSM | Taiwan Semiconductor-sp Adr | -0.3% | -85.22% | 減碼 |
| 11 | SNOW | Snowflake Inc | -0.3% | -85.20% | 減碼 |
| 12 | WEC | Wec Energy Group Inc | -0.3% | -73.33% | 減碼 |
| 13 | XYZ | Block Inc | -0.3% | -85.20% | 減碼 |
| 14 | PG | Procter & Gamble Co/the | -0.3% | -74.16% | 減碼 |
| 15 | NTAP | Netapp Inc | -0.3% | -73.01% | 減碼 |
| 16 | HD | Home Depot Inc | -0.3% | -74.06% | 減碼 |
| 17 | NET | Cloudflare Inc - Class A | -0.3% | -85.21% | 減碼 |
| 18 | HSY | Hershey Co/the | -0.3% | -75.51% | 減碼 |
| 19 | MCD | Mcdonald's CORP | -0.3% | -73.28% | 減碼 |
| 20 | NFLX | Netflix Inc | -0.3% | -85.19% | 減碼 |
| 21 | CRWD | Crowdstrike Holdings Inc - A | -0.3% | -82.97% | 減碼 |
| 22 | MRK | Merck & Co. Inc. | -0.3% | -75.52% | 減碼 |
| 23 | PANW | Palo Alto Networks Inc | -0.3% | -83.03% | 減碼 |
| 24 | NOW | Servicenow Inc | -0.4% | -61.82% | 減碼 |
| 25 | ALL | Allstate CORP | -0.4% | -75.72% | 減碼 |
| 26 | IBM | Intl Business Machines CORP | -0.4% | -74.59% | 減碼 |
| 27 | TJX | Tjx Companies Inc | -0.4% | -75.23% | 減碼 |
| 28 | DAL | Delta Air Lines Inc | -0.4% | -75.74% | 減碼 |
| 29 | MDT | Medtronic plc | -0.4% | -75.27% | 減碼 |
| 30 | LPLA | Lpl Financial Holdings Inc | -0.5% | -75.73% | 減碼 |
| 31 | SPGI | S&p Global Inc | -0.5% | -75.76% | 減碼 |
| 32 | AXON | Axon Enterprise Inc | -0.5% | -85.21% | 減碼 |
| 33 | ABT | Abbott Laboratories | -0.5% | -74.85% | 減碼 |
| 34 | ROL | Rollins Inc | -0.5% | -75.83% | 減碼 |
| 35 | MS | Morgan Stanley | -0.5% | -76.19% | 減碼 |
| 36 | INTU | Intuit Inc | -0.5% | -70.99% | 減碼 |
| 37 | JNJ | Johnson & Johnson | -0.5% | -80.69% | 減碼 |
| 38 | TXN | Texas Instruments Inc | -0.6% | -79.75% | 減碼 |
| 39 | CRM | Salesforce Inc | -0.6% | -79.09% | 減碼 |
| 40 | AMD | Advanced Micro Devices | -0.7% | -85.20% | 減碼 |
| 41 | P | Everpure Inc-a | -0.7% | -85.20% | 減碼 |
| 42 | MA | Mastercard Inc - A | -0.7% | -91.37% | 減碼 |
| 43 | AVGO | Broadcom Inc | -1.1% | -85.20% | 減碼 |
| 44 | V | Visa Inc-class A Shares | -1.2% | -82.83% | 減碼 |
| 45 | META | Meta Platforms Inc-class A | -1.6% | -85.19% | 減碼 |
| 46 | AMZN | Amazon.com Inc | -1.9% | -85.20% | 減碼 |
| 47 | AAPL | Apple Inc | -2.7% | -83.85% | 減碼 |
| 48 | GOOGL | Alphabet Inc-cl A | -2.9% | -86.29% | 減碼 |
| 49 | MSFT | Microsoft CORP | -3.3% | -84.05% | 減碼 |
| 50 | NVDA | Nvidia CORP | -3.8% | -85.20% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，OV Management LLC 在 Q1 2026 季度的美股持倉總市值約為 US$5354.7萬，共申報了 53 個公開持股部位。
在 Q1 2026 季度，OV Management LLC 按市值排列的前三大核心持股分別為：PSBD (74.3%)、NVDA (1.8%)、AAPL (1.5%)。其中最大持股部位 PSBD 佔據整體投資組合約 74.3% 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
CDNS
市值: US$8.1萬
本季最大獲利了結 / 清倉標的
ADSK
前期市值: US$47.5萬
在 Q1 2026 季度中，OV Management LLC 共進行了 57 項持倉異動，包含新建倉 3 個部位、加碼 0 個部位、減碼 49 個部位以及清倉 5 個部位。 其中最大新建倉標的為 CDNS。 本季清倉部位包含 ADSK。
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。