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: 0002133805
申報總市值
US$3.5億
US$3.5億
1289 檔
38.6%
Owl Creek Wealth Partners LLC 在 Q2 2026 季度的美股部位總計估值為 US$3.5億，分散於 1289 個持倉標的之中，反映其市場參與廣度與投資規模。
Owl Creek Wealth Partners LLC 於 Q2 2026 展現出進攻型調倉步調，本季推動了 19 檔股票的新建倉與 120 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。
從部位權重觀察，前 5 大標的（包含 DFUS, SPTM, SCHF）累計市值佔比達 38.6%，是驅動 Owl Creek Wealth Partners LLC 該季度整體投資組合績效表現的核心支柱。
僅顯示前 200 大持股（共 1289 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 | DFUS | Dimensional US Eq Mkt ETF | ETF-其他 | 11.52% | +0.16% | +2.69% | |
| 2 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 10.44% | +0.26% | +10.37% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 6.31% | -0.04% | +7.09% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 6.28% | -0.05% | +0.17% | |
| 5 | DFAI | Dimensional International Co | ETF-其他 | 5.55% | -0.02% | +5.87% | |
| 6 | AVUS | Avantis U.s. Equity ETF | ETF-其他 | 3.97% | +0.28% | +33.44% | |
| 7 | HELO | Jpmorgan Hedged Equity ETF | ETF-其他 | 3.44% | -1.27% | +4.28% | |
| 8 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型股與成長 | 3.41% | -0.33% | -0.35% | |
| 9 | VONE | Vanguard Russell 1000 | ETF-其他 | 2.93% | -0.07% | +1.33% | |
| 10 | ALLW | State Street Brgwtr All Wthr | ETF-其他 | 2.55% | +1.10% | — | |
| 11 | AVDE | Avantis International Equity | ETF-其他 | 2.02% | +0.18% | +26.51% | |
| 12 | AAPL | Apple Inc | 股票-科技 | 1.84% | +0.21% | +2.08% | |
| 13 | IWB | Ishares Russell 1000 ETF | ETF-其他 | 1.80% | -0.04% | +1.74% | |
| 14 | VTV | Vanguard Value ETF | ETF-其他 | 1.58% | -0.09% | -1.26% | |
| 15 | NVDA | Nvidia CORP | 股票-科技 | 1.36% | +0.17% | +2.65% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.24% | -0.14% | +0.20% | |
| 17 | ITOT | Ishares Core S&p Total U.s. | ETF-其他 | 1.06% | -0.02% | +0.25% | |
| 18 | ✓ | Invesco Qqq Tr | 股票-其他 | 1.03% | -1.03% | EXIT | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.92% | -0.04% | +2.82% | |
| 20 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.89% | -0.05% | +3.86% | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.88% | -0.09% | +7.13% | |
| 22 | MSFT | Microsoft CORP | 股票-科技 | 0.84% | +0.37% | +2.25% | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 0.79% | -0.09% | +0.49% | |
| 24 | IAUM | Ishares Gold Trust Micro | ETF-避險與商品 | 0.78% | — | +15.08% | |
| 25 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-其他 | 0.76% | -0.07% | -16.88% | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.70% | -0.04% | +0.49% | |
| 27 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 0.60% | -0.02% | +0.17% | |
| 28 | UITB | Victoryshares Core Intermedi | ETF-其他 | 0.57% | -0.17% | -11.71% | |
| 29 | AVGO | Broadcom Inc | 股票-科技 | 0.52% | -0.04% | +3.67% | |
| 30 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.41% | -0.03% | -0.05% | |
| 31 | DFAE | Dimensional Emerging Core Eq | ETF-新興市場 | 0.40% | -0.01% | -1.60% | |
| 32 | MU | Micron Technology Inc | 股票-科技 | 0.40% | -0.09% | +21.27% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.38% | -0.02% | -1.46% | |
| 34 | IWV | Ishares Russell 3000 ETF | ETF-其他 | 0.37% | -0.01% | +0.24% | |
| 35 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.37% | +0.03% | +8.93% | |
| 36 | QUAL | Ishares Msci USA Quality Fac | ETF-其他 | 0.33% | — | -1.42% | |
| 37 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.33% | +0.09% | +1.89% | |
| 38 | IEMG | Ishares Core Msci Emerging | ETF-新興市場 | 0.33% | -0.01% | +1.74% | |
| 39 | TSLA | Tesla Inc | 股票-循環性消費 | 0.33% | -0.06% | +3.67% | |
| 40 | AMD | Advanced Micro Devices | 股票-科技 | 0.29% | -0.02% | +17.04% | |
| 41 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.29% | -0.03% | +7.46% | |
| 42 | AMAT | Applied Materials Inc | 股票-科技 | 0.25% | -0.09% | +8.23% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.25% | — | +0.26% | |
| 44 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 0.24% | -0.01% | -7.03% | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.23% | — | +3.44% | |
| 46 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-其他 | 0.23% | -0.02% | +4.55% | |
| 47 | DFUV | Dimensional US Marketwide Va | ETF-其他 | 0.23% | -0.01% | +12.66% | |
| 48 | DFIV | Dimensional International Va | ETF-其他 | 0.22% | — | +6.94% | |
| 49 | SIVR | Abrdn Physical Silver Shares | ETF-避險與商品 | 0.20% | — | +15.19% | |
| 50 | LRCX | Lam Research CORP | 股票-科技 | 0.20% | -0.03% | -3.02% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ALLW | State Street Brgwtr All Wthr | +2.6% | NEW | 新建倉 |
| 2 | AVUS | Avantis U.s. Equity ETF | +0.8% | +33.44% | 加碼 |
| 3 | SPTM | Ss Spdr P S&p 1500 Comp ETF | +0.4% | +10.37% | 加碼 |
| 4 | MU | Micron Technology Inc | +0.3% | +21.27% | 加碼 |
| 5 | AMD | Advanced Micro Devices | +0.2% | +17.04% | 加碼 |
| 6 | AVDE | Avantis International Equity | +0.2% | +26.51% | 加碼 |
| 7 | AMAT | Applied Materials Inc | +0.1% | +8.23% | 加碼 |
| 8 | SNDK | Sandisk CORP | +0.1% | +9.94% | 加碼 |
| 9 | LRCX | Lam Research CORP | +0.1% | -3.02% | 減碼 |
| 10 | INTC | Intel CORP | +0.1% | +8.43% | 加碼 |
| 11 | DELL | Dell Technologies -c | +0.1% | +6.58% | 加碼 |
| 12 | ✓ | Raytheon Technologies CORP | +0.1% | NEW | 新建倉 |
| 13 | GOOGL | Alphabet Inc-cl A | +0.1% | +7.13% | 加碼 |
| 14 | KLAC | Kla CORP | +0.1% | +934.83% | 加碼 |
| 15 | ✓ | Invesco Qqq Tr | +0.1% | +1.51% | 加碼 |
| 16 | WDC | Western Digital CORP | +0.1% | +2.32% | 加碼 |
| 17 | CSCO | Cisco Systems Inc | +0.1% | +12.56% | 加碼 |
| 18 | UNH | Unitedhealth Group Inc | +0.1% | +24.25% | 加碼 |
| 19 | LLY | Eli Lilly & Co | 0% | +7.46% | 加碼 |
| 20 | CAT | Caterpillar Inc | 0% | +13.37% | 加碼 |
| 21 | MRVL | Marvell Technology Inc | 0% | +6.29% | 加碼 |
| 22 | ✓ | Quanta Services, Inc. | 0% | NEW | 新建倉 |
| 23 | ASML | ASML Holding N.V. | 0% | — | 不變 |
| 24 | ✓ | 0% | NEW | 新建倉 | |
| 25 | GS | Goldman Sachs Group Inc | 0% | +769.23% | 加碼 |
| 26 | ✓ | Travelers Companies Inc | 0% | NEW | 新建倉 |
| 27 | VALE | Vale S.A. | 0% | NEW | 新建倉 |
| 28 | AVGO | Broadcom Inc | 0% | +3.67% | 加碼 |
| 29 | BAC | Bank Of America CORP | 0% | +27.97% | 加碼 |
| 30 | GE | General Electric | 0% | +9.49% | 加碼 |
| 31 | PANW | Palo Alto Networks Inc | 0% | +12.28% | 加碼 |
| 32 | GLW | Corning Inc | 0% | +4.32% | 加碼 |
| 33 | CRWD | Crowdstrike Holdings Inc - A | 0% | +9.00% | 加碼 |
| 34 | URI | United Rentals Inc | 0% | +33.64% | 加碼 |
| 35 | ✓ | Fortinet Inc | 0% | NEW | 新建倉 |
| 36 | STX | Seagate Technology Holdings plc | 0% | -15.63% | 減碼 |
| 37 | ✓ | 0% | NEW | 新建倉 | |
| 38 | ✓ | 0% | NEW | 新建倉 | |
| 39 | BRO | Brown & Brown Inc | 0% | +199.29% | 加碼 |
| 40 | TXN | Texas Instruments Inc | 0% | +85.42% | 加碼 |
| 41 | EW | Edwards Lifesciences CORP | 0% | NEW | 新建倉 |
| 42 | NVO | Novo-nordisk A/s-spons Adr | 0% | +85.61% | 加碼 |
| 43 | GDDY | Godaddy Inc - Class A | 0% | +1057.89% | 加碼 |
| 44 | NI | Nisource Inc | 0% | +443.36% | 加碼 |
| 45 | ALAB | Astera Labs Inc | 0% | — | 不變 |
| 46 | GIS | General Mills Inc | 0% | +577.35% | 加碼 |
| 47 | DFUV | Dimensional US Marketwide Va | 0% | +12.66% | 加碼 |
| 48 | V | Visa Inc-class A Shares | 0% | +14.98% | 加碼 |
| 49 | IVV | Ishares Core S&p 500 ETF | 0% | +9.34% | 加碼 |
| 50 | GEV | GE Vernova Inc | 0% | +2.68% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Owl Creek Wealth Partners LLC 在 Q2 2026 季度的美股持倉總市值約為 US$3.5億，共申報了 1289 個公開持股部位。
在 Q2 2026 季度，Owl Creek Wealth Partners LLC 按市值排列的前三大核心持股分別為：DFUS (11.5%)、SPTM (10.4%)、SCHF (6.3%)。其中最大持股部位 DFUS 佔據整體投資組合約 11.5% 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
ALLW
市值: US$871.4萬
本季最大獲利了結 / 清倉標的
XOM
前期市值: US$66.3萬
在 Q2 2026 季度中，Owl Creek Wealth Partners LLC 共進行了 193 項持倉異動，包含新建倉 19 個部位、加碼 120 個部位、減碼 40 個部位以及清倉 14 個部位。 其中最大新建倉標的為 ALLW。 本季清倉部位包含 XOM。
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。