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: 0001697366
申報總市值
US$4.2億
US$4.2億
112 檔
28.5%
在 Q1 2026 申報期間，Pier 88 Investment Partners LLC（CIK: 0001697366）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$4.2億，共持有 112 個公開申報部位。
從 Q1 2026 申報觀察，Pier 88 Investment Partners LLC 採取防禦導向的調倉策略，本季減碼 54 檔個股並出清 21 檔部位，顯示機構在該時期進行風險控制與流動性回收。
在資產配置集中度方面，Pier 88 Investment Partners LLC 的前 5 大核心持股（包含 ETSY 0.25 06-15-28, GPN 1.5 03-01-31, PPL 2.875 03-15-28 等）合計佔整體申報市值的 28.5%，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 | ETSY 0.25 06-15-28債券 | Etsy Inc | 債券 | 6.70% | -0.16% | +6.39% | |
| 2 | GPN 1.5 03-01-31債券 | Global Payments Inc | 債券 | 6.26% | -0.17% | +0.71% | |
| 3 | PPL 2.875 03-15-28債券 | Ppl Capital Funding Inc | 債券 | 6.16% | -0.46% | +6.66% | |
| 4 | NEE 7.234 11-01-27債券 | Nextera Energy Inc | 債券 | 5.99% | -0.58% | +0.24% | |
| 5 | MTH 1.75 05-15-28債券 | Meritage Homes CORP | 債券 | 4.74% | +0.10% | +6.88% | |
| 6 | OKTA 0.375 06-15-26債券 | Okta Inc | 債券 | 4.11% | -4.11% | EXIT | |
| 7 | HPE 7.625 09-01-27債券 | Hp Enterprise Co | 債券 | 4.07% | -1.38% | -2.36% | |
| 8 | BAC 7.25 PERP L債券 | Bank Of America CORP | 債券 | 4.05% | +0.80% | -2.64% | |
| 9 | UBER 0.875 12-01-28 2028債券 | Uber Technologies Inc | 債券 | 3.94% | +0.89% | +14.89% | |
| 10 | WFC 7.5 PERP L債券 | Wells Fargo & Company | 債券 | 3.90% | +0.58% | -2.88% | |
| 11 | FOUR 0.5 08-01-27債券 | Shift4 Payments Inc | 債券 | 3.81% | +0.43% | -7.84% | |
| 12 | EEFT 0.75 03-15-49債券 | Euronet Worldwide Inc | 債券 | 3.38% | -0.14% | — | |
| 13 | VTR 3.75 06-01-26債券 | Ventas Realty LP | 債券 | 3.32% | -3.32% | EXIT | |
| 14 | LNT 3.875 03-15-26債券 | Alliant Energy CORP | 債券 | 2.63% | -2.63% | EXIT | |
| 15 | WEC 4.375 06-01-29債券 | Wec Energy Group Inc | 債券 | 2.45% | +2.55% | — | |
| 16 | ON 0.5 03-01-29債券 | On Semiconductor CORP | 債券 | 2.42% | -1.64% | — | |
| 17 | KKR 6.25 03-01-28 D債券 | Kkr & Co Inc | 債券 | 2.36% | -0.13% | -27.33% | |
| 18 | ARES 6.75 10-01-27 B債券 | Ares Management CORP | 債券 | 2.11% | +0.30% | -28.60% | |
| 19 | AWK 3.625 06-15-26債券 | American Water Capital C | 債券 | 1.71% | -1.71% | EXIT | |
| 20 | BA 6 10-15-27債券 | Boeing Co/the | 債券 | 1.57% | +0.16% | — | |
| 21 | APO 6.75 07-31-26債券 | Apollo Global Management | 債券 | 1.52% | — | -39.09% | |
| 22 | DKNG 0 03-15-28債券 | Draftkings Holdings Inc | 債券 | 1.29% | -0.01% | — | |
| 23 | ITT | Itt Inc | 股票-工業 | 1.26% | -0.23% | +2.08% | |
| 24 | WELL | Welltower Inc | 股票-房地產 | 1.15% | +1.21% | +11.43% | |
| 25 | MCHP 7.5 03-15-28債券 | Microchip Technology Inc | 債券 | 0.96% | -0.96% | EXIT | |
| 26 | DDOG 0 12-01-29債券 | Datadog Inc | 債券 | 0.93% | +0.77% | +66.52% | |
| 27 | HALO 0.25 03-01-27債券 | Halozyme Therapeutics In | 債券 | 0.77% | +0.58% | +18.28% | |
| 28 | MCHP 1.625 02-15-27債券 | Microchip Technology Inc | 債券 | 0.76% | -0.76% | EXIT | |
| 29 | MDT | Medtronic plc | 股票-醫療保健 | 0.72% | -0.72% | EXIT | |
| 30 | GH | Guardant Health Inc | 股票-醫療保健 | 0.71% | -0.48% | +30064.22% | |
| 31 | ATI | Ati Inc | 股票-工業 | 0.65% | +0.19% | -56.00% | |
| 32 | LNG | Cheniere Energy Inc | 股票-能源 | 0.64% | -0.64% | EXIT | |
| 33 | BE | Bloom Energy Corp- A | 股票-工業 | 0.60% | -0.34% | +17937.89% | |
| 34 | DOV | Dover CORP | 股票-工業 | 0.59% | -0.48% | +270.73% | |
| 35 | LGND | Ligand Pharmaceuticals | 股票-醫療保健 | 0.40% | -0.20% | -6.10% | |
| 36 | WTTR | Select Water Solutions Inc | 股票-其他 | 0.38% | -0.18% | +1.08% | |
| 37 | NTNX 0.5 12-15-29債券 | Nutanix Inc | 債券 | 0.36% | +0.57% | -2.82% | |
| 38 | MPWR | Monolithic Power Systems Inc | 股票-科技 | 0.33% | -0.30% | -11.11% | |
| 39 | NTRA | Natera Inc | 股票-醫療保健 | 0.32% | -0.23% | -9.52% | |
| 40 | STX | Seagate Technology Holdings plc | 股票-科技 | 0.32% | -0.27% | +24.06% | |
| 41 | DNLI | Denali Therapeutics Inc | 股票-其他 | 0.31% | -0.23% | -4.99% | |
| 42 | MOG-A | Moog Inc-class A | 股票-其他 | 0.31% | +1.01% | -80.03% | |
| 43 | HALO | Halozyme Therapeutics Inc | 股票-醫療保健 | 0.31% | -0.15% | -1.45% | |
| 44 | LSCC | Lattice Semiconductor CORP | 股票-科技 | 0.30% | -0.13% | -49.30% | |
| 45 | ATRO | Astronics CORP | 股票-其他 | 0.29% | -0.14% | +1.56% | |
| 46 | ON | On Semiconductor | 股票-科技 | 0.29% | -0.23% | -24.52% | |
| 47 | WDC | Western Digital CORP | 股票-科技 | 0.27% | +1.04% | -17.01% | |
| 48 | ANET | Arista Networks Inc | 股票-科技 | 0.26% | -0.26% | EXIT | |
| 49 | SYNA | Synaptics Inc | 股票-其他 | 0.25% | -0.11% | -10.64% | |
| 50 | FPI | Farmland Partners Inc | 股票-其他 | 0.23% | -0.23% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | WEC 4.375 06-01-29債券 | Wec Energy Group Inc | +2.5% | NEW | 新建倉 |
| 2 | BA 6 10-15-27債券 | Boeing Co/the | +1.6% | NEW | 新建倉 |
| 3 | PPL 2.875 03-15-28債券 | Ppl Capital Funding Inc | +1.5% | +6.66% | 加碼 |
| 4 | ETSY 0.25 06-15-28債券 | Etsy Inc | +1.3% | +6.39% | 加碼 |
| 5 | NEE 7.234 11-01-27債券 | Nextera Energy Inc | +1.2% | +0.24% | 加碼 |
| 6 | MTH 1.75 05-15-28債券 | Meritage Homes CORP | +0.8% | +6.88% | 加碼 |
| 7 | SO 4.5 06-15-27債券 | Southern Co | +0.8% | NEW | 新建倉 |
| 8 | GPN 1.5 03-01-31債券 | Global Payments Inc | +0.8% | +0.71% | 加碼 |
| 9 | UBER 0.875 12-01-28 2028債券 | Uber Technologies Inc | +0.7% | +14.89% | 加碼 |
| 10 | LNG | Cheniere Energy Inc | +0.7% | NEW | 新建倉 |
| 11 | GH 0 11-15-27債券 | Guardant Health Inc | +0.5% | NEW | 新建倉 |
| 12 | DOV | Dover CORP | +0.5% | +270.73% | 加碼 |
| 13 | EEFT 0.75 03-15-49債券 | Euronet Worldwide Inc | +0.5% | — | 不變 |
| 14 | DDOG 0 12-01-29債券 | Datadog Inc | +0.4% | +66.52% | 加碼 |
| 15 | ON 0.5 03-01-29債券 | On Semiconductor CORP | +0.4% | — | 不變 |
| 16 | HPE 7.625 09-01-27債券 | Hp Enterprise Co | +0.3% | -2.36% | 減碼 |
| 17 | WELL | Welltower Inc | +0.3% | +11.43% | 加碼 |
| 18 | ITT | Itt Inc | +0.3% | +2.08% | 加碼 |
| 19 | BAC 7.25 PERP L債券 | Bank Of America CORP | +0.3% | -2.64% | 減碼 |
| 20 | WFC 7.5 PERP L債券 | Wells Fargo & Company | +0.2% | -2.88% | 減碼 |
| 21 | HALO 0.25 03-01-27債券 | Halozyme Therapeutics In | +0.2% | +18.28% | 加碼 |
| 22 | STX | Seagate Technology Holdings plc | +0.2% | +24.06% | 加碼 |
| 23 | WTTR | Select Water Solutions Inc | +0.2% | +1.08% | 加碼 |
| 24 | NXT | Nextpower Inc-cl A | +0.2% | NEW | 新建倉 |
| 25 | BBIO | Bridgebio Pharma Inc | +0.2% | NEW | 新建倉 |
| 26 | DKNG 0 03-15-28債券 | Draftkings Holdings Inc | +0.2% | — | 不變 |
| 27 | STRL | Sterling Infrastructure Inc | +0.1% | NEW | 新建倉 |
| 28 | FPI | Farmland Partners Inc | +0.1% | +77.42% | 加碼 |
| 29 | KTOS | Kratos Defense & Security | +0.1% | NEW | 新建倉 |
| 30 | FOUR 0.5 08-01-27債券 | Shift4 Payments Inc | +0.1% | -7.84% | 減碼 |
| 31 | USAR | USA Rare Earth Inc | +0.1% | +55.04% | 加碼 |
| 32 | PL | Planet Labs Pbc | +0.1% | NEW | 新建倉 |
| 33 | AEIS | Advanced Energy Industries | +0.1% | NEW | 新建倉 |
| 34 | CIEN | Ciena CORP | +0.1% | NEW | 新建倉 |
| 35 | ENSG | Ensign Group Inc/the | +0.1% | NEW | 新建倉 |
| 36 | WDC | Western Digital CORP | +0.1% | -17.01% | 減碼 |
| 37 | ATRO | Astronics CORP | +0.1% | +1.56% | 加碼 |
| 38 | MDT | Medtronic plc | +0.1% | +9.21% | 加碼 |
| 39 | BW | Babcock & Wilcox Enterpr | +0.1% | NEW | 新建倉 |
| 40 | S | Sentinelone Inc -class A | +0.1% | +131.00% | 加碼 |
| 41 | DNLI | Denali Therapeutics Inc | +0.1% | -4.99% | 減碼 |
| 42 | MPWR | Monolithic Power Systems Inc | +0.1% | -11.11% | 減碼 |
| 43 | BE | Bloom Energy Corp- A | +0.1% | -22.50% | 減碼 |
| 44 | LFMD | Lifemd Inc | +0.1% | +56.50% | 加碼 |
| 45 | TEM | Tempus Ai Inc-cl A | +0.1% | +64.66% | 加碼 |
| 46 | IESC | Ies Holdings Inc | +0.1% | -9.52% | 減碼 |
| 47 | MP | Mp Materials CORP | +0.1% | +15.56% | 加碼 |
| 48 | LGND | Ligand Pharmaceuticals | +0.1% | -6.10% | 減碼 |
| 49 | GBTG | Global Business Travel Group | 0% | NEW | 新建倉 |
| 50 | GTLB | Gitlab Inc-cl A | 0% | +223.61% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Pier 88 Investment Partners LLC 在 Q1 2026 季度的美股持倉總市值約為 US$4.2億，共申報了 112 個公開持股部位。
在 Q1 2026 季度，Pier 88 Investment Partners LLC 按市值排列的前三大核心持股分別為：ETSY 0.25 06-15-28 (6.7%)、GPN 1.5 03-01-31 (6.3%)、PPL 2.875 03-15-28 (6.2%)。其中最大持股部位 ETSY 0.25 06-15-28 佔據整體投資組合約 6.7% 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
WEC 4.375 06-01-29
市值: US$982.7萬
本季最大獲利了結 / 清倉標的
LNT 3.875 03-15-26
前期市值: US$751.3萬
在 Q1 2026 季度中，Pier 88 Investment Partners LLC 共進行了 125 項持倉異動，包含新建倉 16 個部位、加碼 34 個部位、減碼 54 個部位以及清倉 21 個部位。 其中最大新建倉標的為 WEC 4.375 06-01-29。 本季清倉部位包含 LNT 3.875 03-15-26。
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。