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: 0001679543
申報總市值
US$146.4億
US$146.4億
486 檔
21.6%
Q1 2026 季度申報顯示，Phoenix Financial Ltd. 揭露的美股組合總市值為 US$146.4億，涵蓋 486 個不同之權益投資部位。
Phoenix Financial Ltd. 在 Q1 2026 的調整主要集中於風險出清，清倉與減碼部位合計達 121 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
檢視投資組合結構，前 5 大主力部位（包含 TEVA, TSEM, XLI）占據了總市值的 21.6%，展現出該機構在 Q1 2026 的重點資金聚焦與風險分佈特徵。
本季最大新建倉標的
IXN
市值: US$4.0億
本季最大獲利了結 / 清倉標的
AZNN
前期市值: US$7394.8萬
僅顯示前 200 大持股（共 486 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 | TEVA | Teva Pharmaceutical-sp Adr | 股票-醫療保健 | 12.21% | -2.27% | +4.11% | |
| 2 | TSEM | Tower Semiconductor Ltd. | 股票-科技 | 5.64% | +0.60% | -11.46% | |
| 3 | XLI | Ss Industrial Select Sector | ETF-其他 | 4.32% | +1.04% | -28.60% | |
| 4 | AMZN | Amazon.com Inc | 股票-循環性消費 | 4.03% | -1.65% | +39.10% | |
| 5 | IXN | Ishares Global Tech ETF | ETF-科技型 | 3.80% | +0.15% | — | |
| 6 | RSP | Invesco S&p 500 Equal Weight | ETF-大型股與成長 | 3.77% | -0.42% | +27.38% | |
| 7 | IXJ | Ishares Global Healthcare Et | ETF-其他 | 3.31% | -1.51% | +75.74% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 3.26% | -0.11% | +13.51% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 3.00% | -0.92% | +25.59% | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 2.63% | -0.61% | +10.64% | |
| 11 | NVMI | Nova Ltd. | 股票-其他 | 2.37% | -0.08% | +13.44% | |
| 12 | XLV | Ss Health Care Select Sector | ETF-其他 | 2.13% | -1.04% | +29.48% | |
| 13 | VONV | Vanguard Russell 1000 Value | ETF-其他 | 2.10% | +0.11% | — | |
| 14 | ESLT | Elbit Systems Ltd. | 股票-工業 | 2.02% | +0.01% | — | |
| 15 | AAPL | Apple Inc | 股票-科技 | 1.87% | -0.50% | -8.57% | |
| 16 | EXE | Expand Energy CORP | 股票-能源 | 1.86% | -0.56% | +31.99% | |
| 17 | ACWI | Ishares Msci Acwi ETF | ETF-其他 | 1.83% | -0.21% | -0.29% | |
| 18 | EMR | Emerson Electric Co | 股票-工業 | 1.64% | -0.30% | +19025.41% | |
| 19 | MCHI | Ishares Msci China ETF | ETF-新興市場 | 1.50% | -1.05% | +113.09% | |
| 20 | IYF | Ishares US Financials ETF | ETF-其他 | 1.33% | -0.29% | — | |
| 21 | XLK | Ss Technology Select Sector | ETF-科技型 | 1.18% | +0.11% | -26.82% | |
| 22 | EWZ | Ishares Msci Brazil ETF | ETF-其他 | 1.18% | — | — | |
| 23 | AVGO | Broadcom Inc | 股票-科技 | 1.12% | +0.55% | +50.91% | |
| 24 | XLF | Ss Financial Select Sector | ETF-其他 | 1.08% | -0.46% | +74.54% | |
| 25 | IGV | Ishares Expanded Tech-softwa | ETF-科技型 | 0.98% | -0.17% | -1.95% | |
| 26 | JHX | James Hardie Industries plc | 股票-其他 | 0.98% | -0.98% | EXIT | |
| 27 | XRT | Ss Spdr S&p Retail ETF | ETF-其他 | 0.96% | -0.55% | — | |
| 28 | URA | Global X Uranium ETF | ETF-其他 | 0.94% | -0.91% | -0.13% | |
| 29 | BSX | Boston Scientific CORP | 股票-醫療保健 | 0.92% | -0.35% | +2286.36% | |
| 30 | XLE | Ss Energy Select Sector | ETF-其他 | 0.89% | -0.34% | +135.49% | |
| 31 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.88% | -0.09% | +216.55% | |
| 32 | INDA | Ishares Msci India ETF | ETF-其他 | 0.85% | -0.48% | -0.38% | |
| 33 | XTN | Ss Spdr S&p Transport ETF | ETF-其他 | 0.85% | -0.85% | EXIT | |
| 34 | ENLT | Enlight Renewable Energy Ltd | 股票-其他 | 0.81% | -0.12% | -9.82% | |
| 35 | ICL | ICL Group Ltd | 股票-其他 | 0.75% | -0.22% | -10.15% | |
| 36 | COF | Capital One Financial CORP | 股票-金融 | 0.75% | -0.74% | +1511.27% | |
| 37 | WFC | Wells Fargo & Co | 股票-金融 | 0.74% | — | -4.72% | |
| 38 | XLC | Ss Comm Select Sector Spdr | ETF-其他 | 0.72% | -0.22% | — | |
| 39 | GILT | Gilat Satellite Networks Ltd. | 股票-其他 | 0.71% | -0.36% | -5.54% | |
| 40 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.69% | +0.06% | -10.86% | |
| 41 | NET | Cloudflare Inc - Class A | 股票-科技 | 0.63% | +0.72% | — | |
| 42 | COPX | Global X Copper Miners ETF | ETF-其他 | 0.61% | -0.28% | — | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.57% | +0.27% | +1.24% | |
| 44 | AMAT | Applied Materials Inc | 股票-科技 | 0.56% | +0.29% | -6.63% | |
| 45 | CLBT | Cellebrite DI Ltd. | 股票-其他 | 0.55% | +0.07% | +66.53% | |
| 46 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.49% | -0.17% | -14.00% | |
| 47 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.47% | -0.06% | — | |
| 48 | GFS | GLOBALFOUNDRIES Inc. | 股票-科技 | 0.47% | +0.27% | — | |
| 49 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 0.41% | -0.09% | — | |
| 50 | IHF | Ishares U.s. Healthcare Prov | ETF-其他 | 0.41% | -0.02% | +3774.67% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | EMR | Emerson Electric Co | +1.6% | +19025.41% | 加碼 |
| 2 | IXJ | Ishares Global Healthcare Et | +1.1% | +75.74% | 加碼 |
| 3 | BSX | Boston Scientific CORP | +0.9% | +2286.36% | 加碼 |
| 4 | TSEM | Tower Semiconductor Ltd. | +0.8% | -11.46% | 減碼 |
| 5 | COF | Capital One Financial CORP | +0.7% | +1511.27% | 加碼 |
| 6 | MCHI | Ishares Msci China ETF | +0.6% | +113.09% | 加碼 |
| 7 | LLY | Eli Lilly & Co | +0.6% | +216.55% | 加碼 |
| 8 | XLE | Ss Energy Select Sector | +0.6% | +135.49% | 加碼 |
| 9 | NVMI | Nova Ltd. | +0.6% | +13.44% | 加碼 |
| 10 | AMZN | Amazon.com Inc | +0.4% | +39.10% | 加碼 |
| 11 | RSP | Invesco S&p 500 Equal Weight | +0.4% | +27.38% | 加碼 |
| 12 | IHF | Ishares U.s. Healthcare Prov | +0.4% | +3774.67% | 加碼 |
| 13 | MATW | Matthews Intl Corp-class A | +0.4% | +10114.54% | 加碼 |
| 14 | XLF | Ss Financial Select Sector | +0.3% | +74.54% | 加碼 |
| 15 | EXE | Expand Energy CORP | +0.2% | +31.99% | 加碼 |
| 16 | AVGO | Broadcom Inc | +0.2% | +50.91% | 加碼 |
| 17 | XLV | Ss Health Care Select Sector | +0.2% | +29.48% | 加碼 |
| 18 | ENLT | Enlight Renewable Energy Ltd | +0.1% | -9.82% | 減碼 |
| 19 | EWZ | Ishares Msci Brazil ETF | +0.1% | — | 不變 |
| 20 | XOM | Exxon Mobil CORP | +0.1% | +22.28% | 加碼 |
| 21 | ODYS | Odysight.ai Inc | +0.1% | — | 不變 |
| 22 | CLBT | Cellebrite DI Ltd. | +0.1% | +66.53% | 加碼 |
| 23 | ✓ | +0.1% | -3.38% | 減碼 | |
| 24 | AMAT | Applied Materials Inc | +0.1% | -6.63% | 減碼 |
| 25 | CAMT | Camtek Ltd. | +0.1% | +45.34% | 加碼 |
| 26 | SHY | Ishares 1-3 Year Treasury Bo | 0% | +1077.50% | 加碼 |
| 27 | CAT | Caterpillar Inc | 0% | +8.92% | 加碼 |
| 28 | FLY | Firefly Aerospace Inc | 0% | — | 不變 |
| 29 | PWR | Quanta Services Inc | 0% | +5.38% | 加碼 |
| 30 | CSX | Csx CORP | 0% | +384.79% | 加碼 |
| 31 | FITB | Fifth Third Bancorp | 0% | +660.36% | 加碼 |
| 32 | GOOG | Alphabet Inc-cl C | 0% | +25.59% | 加碼 |
| 33 | GEV | GE Vernova Inc | 0% | +33.35% | 加碼 |
| 34 | JNJ | Johnson & Johnson | 0% | -9.76% | 減碼 |
| 35 | A | Agilent Technologies Inc | 0% | +301.94% | 加碼 |
| 36 | NDAQ | Nasdaq Inc | 0% | -1.81% | 減碼 |
| 37 | TMO | Thermo Fisher Scientific Inc | 0% | +17.87% | 加碼 |
| 38 | GILD | Gilead Sciences Inc | 0% | +67.26% | 加碼 |
| 39 | CDNS | Cadence Design Sys Inc | 0% | +26.46% | 加碼 |
| 40 | KLAC | Kla CORP | 0% | +41.87% | 加碼 |
| 41 | ROK | Rockwell Automation Inc | 0% | +184.93% | 加碼 |
| 42 | EW | Edwards Lifesciences CORP | 0% | +126.98% | 加碼 |
| 43 | ✓ | — | — | 不變 | |
| 44 | NKE | Nike Inc -cl B | — | +45.45% | 加碼 |
| 45 | JNJ | Johnson & Johnson | — | -5.84% | 減碼 |
| 46 | MU | Micron Technology Inc | — | -0.37% | 減碼 |
| 47 | LIN | Linde plc | — | -4.42% | 減碼 |
| 48 | PEP | Pepsico Inc | — | +6.97% | 加碼 |
| 49 | VRT | Vertiv Holdings Co-a | — | -30.35% | 減碼 |
| 50 | BMY | Bristol-myers Squibb Co | — | — | 不變 |
根據 SEC 官方 Form 13F 申報備案，Phoenix Financial Ltd. 在 Q1 2026 季度的美股持倉總市值約為 US$146.4億，共申報了 486 個公開持股部位。
在 Q1 2026 季度，Phoenix Financial Ltd. 按市值排列的前三大核心持股分別為：TEVA (12.2%)、TSEM (5.6%)、XLI (4.3%)。其中最大持股部位 TEVA 佔據整體投資組合約 12.2% 的權重。
在 Q1 2026 季度中，Phoenix Financial Ltd. 共進行了 188 項持倉異動，包含新建倉 24 個部位、加碼 43 個部位、減碼 98 個部位以及清倉 23 個部位。 其中最大新建倉標的為 IXN。 本季清倉部位包含 AZNN。
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。
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。
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。