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: 0001326389
申報總市值
US$60.7億
US$60.7億
670 檔
17.6%
根據最新整理的 13F 季度數據集，Polar Asset Management Partners Inc. 於 Q1 2026 結束時的管理資產規模為 US$60.7億。該機構在本季度申報了 670 檔美股持倉，呈現出該時期的主要投資地圖。
Q1 2026 的申報記錄反映 Polar Asset Management Partners Inc. 的板塊替換策略：機構本季推動了 91 筆增持與 105 筆減持，籌碼呈現明顯的結構重組。
檢視投資組合結構，前 5 大主力部位（包含 IDCC 3.5 06-01-27, ECHO 3.875 11-30-30, LYV 3.125 01-15-29）占據了總市值的 17.6%，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 670 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 | IDCC 3.5 06-01-27債券 | Interdigital Inc | 債券 | 4.84% | -1.40% | — | |
| 2 | ECHO 3.875 11-30-30債券 | Echostar CORP | 債券 | 4.28% | -2.48% | — | |
| 3 | LYV 3.125 01-15-29債券 | Live Nation Entertainmen | 債券 | 4.25% | -0.06% | — | |
| 4 | OEF | Ishares S&p 100 ETF | ETF-其他 | 4.04% | -4.04% | EXIT | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 3.87% | -1.79% | -83.39% | |
| 6 | GDX | Vaneck Gold Miners ETF | ETF-避險與商品 | 2.73% | -2.54% | — | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 2.43% | -0.32% | -60.24% | |
| 8 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.93% | -1.77% | -64.37% | |
| 9 | PPL 2.875 03-15-28債券 | Ppl Capital Funding Inc | 債券 | 1.87% | -1.31% | +60.00% | |
| 10 | CWAN | Clearwater Analytics Holdings, Inc. | 股票-科技 | 1.71% | -1.71% | EXIT | |
| 11 | GVA 3.75 05-15-28債券 | Granite Construction Inc | 債券 | 1.71% | +0.07% | -40.91% | |
| 12 | TSLA | Tesla Inc | 股票-循環性消費 | 1.48% | -0.79% | -52.38% | |
| 13 | K4F | Onestream Inc | 股票-其他 | 1.41% | -1.41% | EXIT | |
| 14 | T86 | Tri Pointe Homes Inc | 股票-其他 | 1.33% | -1.33% | EXIT | |
| 15 | EVRG 4.5 12-15-27債券 | Evergy Inc | 債券 | 1.32% | -0.17% | -50.88% | |
| 16 | EA | Electronic Arts Inc | 股票-通訊服務 | 1.32% | -0.62% | +13.43% | |
| 17 | MIRM 4 05-01-29債券 | Mirum Pharmaceuticals | 債券 | 1.27% | -0.98% | — | |
| 18 | VRSK | Verisk Analytics, Inc. | 股票-工業 | 1.03% | -1.03% | EXIT | |
| 19 | SDA | Sealed Air CORP | 股票-循環性消費 | 1.01% | -1.01% | EXIT | |
| 20 | MASI* | Masimo CORP | 股票-其他 | 0.91% | -0.91% | EXIT | |
| 21 | HO1 | Hologic Inc | 股票-其他 | 0.88% | -0.88% | EXIT | |
| 22 | ✓ | M3brigade Acquisition V CORP | 股票-其他 | 0.82% | -0.14% | +116.95% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.81% | -0.45% | -80.44% | |
| 24 | 430 | Terns Pharmaceuticals Inc | 股票-其他 | 0.76% | -0.76% | EXIT | |
| 25 | WBS | Webster Financial CORP | 股票-金融 | 0.74% | -0.57% | +797.31% | |
| 26 | CORZW | Core Scientific Inc - 27 | 股票-其他 | 0.70% | +1.68% | +52.77% | |
| 27 | LBRDK | Liberty Broadband-c | 股票-通訊服務 | 0.60% | -0.24% | +50.00% | |
| 28 | ANET | Arista Networks Inc | 股票-科技 | 0.58% | -0.53% | +35.45% | |
| 29 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.58% | -0.57% | -20.68% | |
| 30 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.52% | -0.52% | EXIT | |
| 31 | CAKE 2 03-15-30債券 | Cheesecake Factory (the) | 債券 | 0.51% | -0.51% | EXIT | |
| 32 | AL | Air Lease CORP | 股票-其他 | 0.50% | -0.50% | EXIT | |
| 33 | NSC | Norfolk Southern CORP | 股票-工業 | 0.49% | -0.05% | +88.89% | |
| 34 | SEM | Select Medical Holdings CORP | 股票-其他 | 0.46% | +0.18% | — | |
| 35 | AM6 | Amicus Therapeutics Inc | 股票-其他 | 0.45% | -0.45% | EXIT | |
| 36 | ✓ | Idea Acquisition CORP | 股票-其他 | 0.45% | -0.45% | EXIT | |
| 37 | ✓ | Kochav Defense Acqui Co S | 股票-其他 | 0.44% | -0.07% | +0.00% | |
| 38 | XERS 8 07-15-28債券 | Xeris Biopharma Holdings | 債券 | 0.43% | +0.04% | — | |
| 39 | FLG | Flagstar Bank NA | 股票-金融 | 0.43% | -0.17% | +36.85% | |
| 40 | CNI | Canadian Natl Railway Co | 股票-工業 | 0.42% | -0.25% | +193.43% | |
| 41 | CTRA | Coterra Energy Inc | 股票-能源 | 0.42% | -0.42% | EXIT | |
| 42 | CRDO | Credo Technology Group Holding Ltd | 股票-科技 | 0.41% | -0.40% | +52.45% | |
| 43 | ✓ | Churchill Cap CORP Xi | 股票-其他 | 0.41% | +0.16% | — | |
| 44 | BANC | Banc Of California Inc | 股票-其他 | 0.40% | -0.40% | EXIT | |
| 45 | OXLC | Oxford Lane Capital CORP | 股票-其他 | 0.39% | -0.05% | — | |
| 46 | STEL | Stellar Bancorp Inc | 股票-其他 | 0.39% | -0.13% | — | |
| 47 | SPGI | S&p Global Inc | 股票-金融 | 0.36% | -0.36% | EXIT | |
| 48 | ✓ | MOZAYYX Acquisition Corp | 股票-其他 | 0.35% | -0.35% | EXIT | |
| 49 | ✓ | D Boral Acquisition I CORP | 股票-其他 | 0.34% | -0.04% | — | |
| 50 | MKTX | Marketaxess Holdings Inc | 股票-金融 | 0.34% | -0.34% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | LYV 3.125 01-15-29債券 | Live Nation Entertainmen | +1.7% | — | 不變 |
| 2 | IDCC 3.5 06-01-27債券 | Interdigital Inc | +1.6% | — | 不變 |
| 3 | CWAN | Clearwater Analytics Holdings, Inc. | +1.3% | +154.66% | 加碼 |
| 4 | PPL 2.875 03-15-28債券 | Ppl Capital Funding Inc | +1.2% | +60.00% | 加碼 |
| 5 | SDA | Sealed Air CORP | +1% | +7956.93% | 加碼 |
| 6 | WBS | Webster Financial CORP | +0.7% | +797.31% | 加碼 |
| 7 | ✓ | M3brigade Acquisition V CORP | +0.6% | +116.95% | 加碼 |
| 8 | EA | Electronic Arts Inc | +0.6% | +13.43% | 加碼 |
| 9 | MIRM 4 05-01-29債券 | Mirum Pharmaceuticals | +0.6% | — | 不變 |
| 10 | CORZW | Core Scientific Inc - 27 | +0.4% | +52.77% | 加碼 |
| 11 | HO1 | Hologic Inc | +0.4% | +19.86% | 加碼 |
| 12 | AM6 | Amicus Therapeutics Inc | +0.4% | +534.98% | 加碼 |
| 13 | LBRDK | Liberty Broadband-c | +0.4% | +50.00% | 加碼 |
| 14 | CNI | Canadian Natl Railway Co | +0.3% | +193.43% | 加碼 |
| 15 | NSC | Norfolk Southern CORP | +0.3% | +88.89% | 加碼 |
| 16 | MKTX | Marketaxess Holdings Inc | +0.3% | +523.80% | 加碼 |
| 17 | BANC | Banc Of California Inc | +0.3% | +168.77% | 加碼 |
| 18 | ANET | Arista Networks Inc | +0.3% | +35.45% | 加碼 |
| 19 | ✓ | Mister Car Wash, Inc | +0.3% | +961.33% | 加碼 |
| 20 | FLG | Flagstar Bank NA | +0.2% | +36.85% | 加碼 |
| 21 | ✓ | Haymaker Acquisition CORP Iv | +0.2% | +737.02% | 加碼 |
| 22 | LKQ | Lkq CORP | +0.2% | +151.62% | 加碼 |
| 23 | JHG | Janus Henderson Group plc | +0.2% | +322.69% | 加碼 |
| 24 | HD | Home Depot Inc | +0.2% | +207.00% | 加碼 |
| 25 | XERS 8 07-15-28債券 | Xeris Biopharma Holdings | +0.1% | — | 不變 |
| 26 | META | Meta Platforms Inc-class A | 0% | -42.84% | 減碼 |
| 27 | MTSI | Macom Technology Solutions H | 0% | -61.66% | 減碼 |
| 28 | VLY | Valley National Bancorp | -0.1% | -63.73% | 減碼 |
| 29 | GVA 3.75 05-15-28債券 | Granite Construction Inc | -0.1% | -40.91% | 減碼 |
| 30 | GTLS | Chart Industries Inc | -0.1% | -47.73% | 減碼 |
| 31 | LRCX | Lam Research CORP | -0.1% | -67.46% | 減碼 |
| 32 | SITM | Sitime CORP | -0.1% | -64.03% | 減碼 |
| 33 | COHR | Coherent CORP | -0.1% | -79.15% | 減碼 |
| 34 | NDAQ | Nasdaq Inc | -0.1% | -64.14% | 減碼 |
| 35 | EVR | Evercore Inc - A | -0.1% | -66.06% | 減碼 |
| 36 | RCI | Rogers Communications Inc-b | -0.1% | -81.48% | 減碼 |
| 37 | TER | Teradyne Inc | -0.1% | -88.48% | 減碼 |
| 38 | SCHW | Schwab (charles) CORP | -0.1% | -72.91% | 減碼 |
| 39 | ✓ | -0.1% | -74.31% | 減碼 | |
| 40 | SMTC | Semtech CORP | -0.2% | -76.38% | 減碼 |
| 41 | MSI | Motorola Solutions Inc | -0.2% | -84.96% | 減碼 |
| 42 | CME | Cme Group Inc | -0.2% | -98.52% | 減碼 |
| 43 | EVRG 4.5 12-15-27債券 | Evergy Inc | -0.2% | -50.88% | 減碼 |
| 44 | OLED | Universal Display CORP | -0.3% | -77.21% | 減碼 |
| 45 | IBIT | Ishares Bitcoin Trust ETF | -0.7% | -84.31% | 減碼 |
| 46 | TSLA | Tesla Inc | -0.9% | -52.38% | 減碼 |
| 47 | AMD | Advanced Micro Devices | -1.1% | -93.38% | 減碼 |
| 48 | NVDA | Nvidia CORP | -1.7% | -60.24% | 減碼 |
| 49 | AMZN | Amazon.com Inc | -1.9% | -64.37% | 減碼 |
| 50 | QQQ | Invesco Qqq Trust Series 1 | -2% | -80.44% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Polar Asset Management Partners Inc. 在 Q1 2026 季度的美股持倉總市值約為 US$60.7億，共申報了 670 個公開持股部位。
在 Q1 2026 季度，Polar Asset Management Partners Inc. 按市值排列的前三大核心持股分別為：IDCC 3.5 06-01-27 (4.8%)、ECHO 3.875 11-30-30 (4.3%)、LYV 3.125 01-15-29 (4.3%)。其中最大持股部位 IDCC 3.5 06-01-27 佔據整體投資組合約 4.8% 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
ECHO 3.875 11-30-30
市值: US$2.1億
本季最大獲利了結 / 清倉標的
PHYS
前期市值: US$2.0億
在 Q1 2026 季度中，Polar Asset Management Partners Inc. 共進行了 196 項持倉異動，包含新建倉 70 個部位、加碼 21 個部位、減碼 26 個部位以及清倉 79 個部位。 其中最大新建倉標的為 ECHO 3.875 11-30-30。 本季清倉部位包含 PHYS。
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。