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: 0001896148
申報總市值
US$1.9億
US$1.9億
477 檔
10.8%
R Squared Ltd 在 Q1 2026 季度的美股部位總計估值為 US$1.9億，分散於 477 個持倉標的之中，反映其市場參與廣度與投資規模。
在 Q1 2026 期間，R Squared Ltd 展現了靈活的資產再平衡步調，透過出清 76 檔弱勢或達到目標價部位，將資金轉置於 62 檔新建倉標的之中。
從部位權重觀察，前 5 大標的（包含 HO1, AAPL, TXNM）累計市值佔比達 10.8%，是驅動 R Squared Ltd 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 477 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 | HO1 | Hologic Inc | 股票-其他 | 3.28% | -3.28% | EXIT | |
| 2 | AAPL | Apple Inc | 股票-科技 | 2.62% | -1.37% | — | |
| 3 | TXNM | Txnm Energy Inc | 股票-公用事業 | 2.44% | -0.41% | +460.43% | |
| 4 | EA | Electronic Arts Inc | 股票-通訊服務 | 1.56% | -0.40% | -18.42% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 1.44% | -0.91% | +71.52% | |
| 6 | LLY | Eli Lilly & Co | 股票-醫療保健 | 1.34% | -0.99% | +331.81% | |
| 7 | CHT | Chunghwa Telecom Lt-spon Adr | 股票-其他 | 1.28% | -0.17% | +97.27% | |
| 8 | CVX | Chevron CORP | 股票-能源 | 1.25% | -0.24% | — | |
| 9 | TSLA | Tesla Inc | 股票-循環性消費 | 1.15% | -0.45% | — | |
| 10 | PH | Parker Hannifin CORP | 股票-工業 | 1.11% | -0.43% | +243.33% | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 1.07% | -1.07% | EXIT | |
| 12 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.00% | -1.00% | EXIT | |
| 13 | C | Citigroup Inc | 股票-金融 | 0.90% | +0.49% | +166.87% | |
| 14 | WCN | Waste Connections Inc | 股票-工業 | 0.89% | -0.89% | EXIT | |
| 15 | AVGO | Broadcom Inc | 股票-科技 | 0.87% | -0.69% | — | |
| 16 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.83% | -0.49% | — | |
| 17 | GD | General Dynamics CORP | 股票-工業 | 0.81% | -0.81% | EXIT | |
| 18 | MU | Micron Technology Inc | 股票-科技 | 0.74% | -0.39% | -17.27% | |
| 19 | SNY | Sanofi-adr | 股票-醫療保健 | 0.69% | -0.30% | +189.87% | |
| 20 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.67% | +0.63% | -64.29% | |
| 21 | KVUE | Kenvue Inc | 股票-非循環性消費 | 0.62% | -0.49% | +136.53% | |
| 22 | FDX | Fedex CORP | 股票-工業 | 0.61% | -0.61% | EXIT | |
| 23 | ICE | Intercontinental Exchange In | 股票-金融 | 0.57% | +0.33% | +292.61% | |
| 24 | MDT | Medtronic plc | 股票-醫療保健 | 0.55% | +0.30% | +412.37% | |
| 25 | AMSF | Amerisafe Inc | 股票-其他 | 0.55% | -0.21% | -36.54% | |
| 26 | WBD | Warner Bros Discovery Inc | 股票-通訊服務 | 0.54% | -0.22% | — | |
| 27 | SNDK | Sandisk CORP | 股票-科技 | 0.54% | -0.21% | — | |
| 28 | FIVE | Five Below | 股票-循環性消費 | 0.54% | -0.17% | — | |
| 29 | AXS | AXIS Capital Holdings Limited | 股票-金融 | 0.53% | -0.03% | -11.61% | |
| 30 | CMI | Cummins Inc | 股票-工業 | 0.52% | -0.01% | +108.45% | |
| 31 | ITT | Itt Inc | 股票-工業 | 0.50% | -0.39% | +26.69% | |
| 32 | D | Dominion Energy Inc | 股票-公用事業 | 0.49% | -0.49% | EXIT | |
| 33 | AEP | American Electric Power | 股票-公用事業 | 0.48% | -0.29% | +5.44% | |
| 34 | MO | Altria Group Inc | 股票-非循環性消費 | 0.48% | -0.48% | EXIT | |
| 35 | TEL | TE Connectivity plc | 股票-科技 | 0.47% | -0.32% | -49.84% | |
| 36 | BP | Bp Plc-spons Adr | 股票-能源 | 0.47% | -0.12% | — | |
| 37 | SPGI | S&p Global Inc | 股票-金融 | 0.47% | +0.20% | +124.47% | |
| 38 | PEN | Penumbra Inc | 股票-醫療保健 | 0.47% | +1.44% | — | |
| 39 | GWW | Ww Grainger Inc | 股票-工業 | 0.46% | -0.46% | EXIT | |
| 40 | AN | Autonation Inc | 股票-循環性消費 | 0.45% | -0.22% | +68.04% | |
| 41 | GTLS | Chart Industries Inc | 股票-工業 | 0.44% | -0.44% | EXIT | |
| 42 | NSC | Norfolk Southern CORP | 股票-工業 | 0.44% | -0.44% | EXIT | |
| 43 | CSV | Carriage Services Inc | 股票-其他 | 0.44% | -0.20% | +6.12% | |
| 44 | NWN | Northwest Natural Holding Co | 股票-其他 | 0.42% | +0.03% | — | |
| 45 | MSCI | Msci Inc | 股票-金融 | 0.42% | -0.19% | +90.53% | |
| 46 | ORLY | O'reilly Automotive Inc | 股票-循環性消費 | 0.42% | +0.18% | +21.84% | |
| 47 | SNX | TD Synnex CORP | 股票-科技 | 0.41% | -0.22% | -55.49% | |
| 48 | GPI | Group 1 Automotive Inc | 股票-循環性消費 | 0.41% | -0.13% | -21.70% | |
| 49 | RPRX | Royalty Pharma plc | 股票-醫療保健 | 0.40% | -0.40% | EXIT | |
| 50 | ADP | Automatic Data Processing | 股票-科技 | 0.40% | -0.40% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | HO1 | Hologic Inc | +2.7% | +408.30% | 加碼 |
| 2 | TXNM | Txnm Energy Inc | +2.1% | +460.43% | 加碼 |
| 3 | LLY | Eli Lilly & Co | +1% | +331.81% | 加碼 |
| 4 | PH | Parker Hannifin CORP | +0.8% | +243.33% | 加碼 |
| 5 | CHT | Chunghwa Telecom Lt-spon Adr | +0.7% | +97.27% | 加碼 |
| 6 | V | Visa Inc-class A Shares | +0.7% | +172.29% | 加碼 |
| 7 | GD | General Dynamics CORP | +0.6% | +280.44% | 加碼 |
| 8 | C | Citigroup Inc | +0.6% | +166.87% | 加碼 |
| 9 | WCN | Waste Connections Inc | +0.6% | +139.55% | 加碼 |
| 10 | MSFT | Microsoft CORP | +0.5% | +71.52% | 加碼 |
| 11 | SNY | Sanofi-adr | +0.5% | +189.87% | 加碼 |
| 12 | MDT | Medtronic plc | +0.5% | +412.37% | 加碼 |
| 13 | ICE | Intercontinental Exchange In | +0.4% | +292.61% | 加碼 |
| 14 | KVUE | Kenvue Inc | +0.4% | +136.53% | 加碼 |
| 15 | NSC | Norfolk Southern CORP | +0.3% | +290.85% | 加碼 |
| 16 | GRAB | Grab Holdings Limited | +0.3% | +1090.23% | 加碼 |
| 17 | CMI | Cummins Inc | +0.3% | +108.45% | 加碼 |
| 18 | FE | Firstenergy CORP | +0.3% | +115.07% | 加碼 |
| 19 | SPGI | S&p Global Inc | +0.3% | +124.47% | 加碼 |
| 20 | MSCI | Msci Inc | +0.2% | +90.53% | 加碼 |
| 21 | EFX | Equifax Inc | +0.2% | +121.36% | 加碼 |
| 22 | AN | Autonation Inc | +0.2% | +68.04% | 加碼 |
| 23 | ANIK | Anika Therapeutics Inc | +0.2% | +20.69% | 加碼 |
| 24 | NVS | Novartis Ag-sponsored Adr | +0.2% | +75.61% | 加碼 |
| 25 | EA | Electronic Arts Inc | -0.1% | -18.42% | 減碼 |
| 26 | GPI | Group 1 Automotive Inc | -0.1% | -21.70% | 減碼 |
| 27 | NOC | Northrop Grumman CORP | -0.1% | -54.00% | 減碼 |
| 28 | TER | Teradyne Inc | -0.1% | -66.36% | 減碼 |
| 29 | B | Barrick Mining CORP | -0.1% | -41.74% | 減碼 |
| 30 | CBRE | Cbre Group Inc - A | -0.1% | -45.73% | 減碼 |
| 31 | PPL | Ppl CORP | -0.1% | -46.36% | 減碼 |
| 32 | ABT | Abbott Laboratories | -0.1% | -43.09% | 減碼 |
| 33 | PCTY | Paylocity Holding CORP | -0.2% | -42.60% | 減碼 |
| 34 | NVT | nVent Electric plc | -0.2% | -58.67% | 減碼 |
| 35 | LMT | Lockheed Martin CORP | -0.2% | -52.98% | 減碼 |
| 36 | BHP | Bhp Group Ltd-spon Adr | -0.2% | -73.24% | 減碼 |
| 37 | AMD | Advanced Micro Devices | -0.2% | -62.03% | 減碼 |
| 38 | AAL | American Airlines Group Inc | -0.2% | -66.18% | 減碼 |
| 39 | ✓ | Ituran Location And Control | -0.2% | -66.81% | 減碼 |
| 40 | RGA | Reinsurance Group Of America | -0.2% | -66.07% | 減碼 |
| 41 | IBN | Icici Bank Ltd-spon Adr | -0.2% | -50.02% | 減碼 |
| 42 | HBAN | Huntington Bancshares Inc | -0.3% | -76.44% | 減碼 |
| 43 | AMSF | Amerisafe Inc | -0.3% | -36.54% | 減碼 |
| 44 | SNX | TD Synnex CORP | -0.3% | -55.49% | 減碼 |
| 45 | SYY | Sysco CORP | -0.3% | -61.27% | 減碼 |
| 46 | EHC | Encompass Health CORP | -0.3% | -67.99% | 減碼 |
| 47 | BKNG | Booking Holdings Inc | -0.3% | -39.86% | 減碼 |
| 48 | TEL | TE Connectivity plc | -0.4% | -49.84% | 減碼 |
| 49 | BAP | Credicorp Ltd. | -0.4% | -74.72% | 減碼 |
| 50 | BMY | Bristol-myers Squibb Co | -0.4% | -80.22% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，R Squared Ltd 在 Q1 2026 季度的美股持倉總市值約為 US$1.9億，共申報了 477 個公開持股部位。
在 Q1 2026 季度，R Squared Ltd 按市值排列的前三大核心持股分別為：HO1 (3.3%)、AAPL (2.6%)、TXNM (2.4%)。其中最大持股部位 HO1 佔據整體投資組合約 3.3% 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
AAPL
市值: US$477.6萬
本季最大獲利了結 / 清倉標的
FYBR
前期市值: US$548.5萬
在 Q1 2026 季度中，R Squared Ltd 共進行了 200 項持倉異動，包含新建倉 62 個部位、加碼 24 個部位、減碼 38 個部位以及清倉 76 個部位。 其中最大新建倉標的為 AAPL。 本季清倉部位包含 FYBR。
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。