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: 0002065331
申報總市值
US$10.3億
US$10.3億
57 檔
17.7%
在 Q1 2026 的 13F 官方備案中，RH Tailwind Management, LLC 管理的美股投資組合規模來到 US$10.3億，整體持股檔數為 57 檔。
在 Q1 2026 期間，RH Tailwind Management, LLC 展現了靈活的資產再平衡步調，透過出清 42 檔弱勢或達到目標價部位，將資金轉置於 35 檔新建倉標的之中。
從部位權重觀察，前 5 大標的（包含 Spdr S&P 500 Etf Tr Put Option, GEV, XOM）累計市值佔比達 17.7%，是驅動 RH Tailwind Management, LLC 該季度整體投資組合績效表現的核心支柱。
| # | 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 | ✓ | Spdr S&P 500 Etf Tr Put Option | ETF-大型股與成長 | 6.66% | -3.75% | +700.00% | |
| 2 | GEV | GE Vernova Inc. | 股票-工業 | 4.47% | +0.68% | +100.00% | |
| 3 | XOM | Exxon Mobil Corporation | 股票-能源 | 4.13% | -3.73% | — | |
| 4 | TSM | Taiwan Semiconductor Manufacturing Company Limited | 股票-科技 | 4.00% | +1.70% | — | |
| 5 | CVX | Chevron Corporation | 股票-能源 | 3.97% | -3.97% | EXIT | |
| 6 | VRT | Vertiv Holdings Co | 股票-工業 | 3.51% | -2.04% | +187.40% | |
| 7 | ✓ | Spdr Ser Tr | 股票-其他 | 3.49% | -3.49% | EXIT | |
| 8 | ✓ | Utilities Select Sector SPDR | 股票-其他 | 3.45% | -2.93% | — | |
| 9 | SMHC | VanEck China Semiconductor ETF | ETF-新興市場 | 3.19% | +7.48% | +30.00% | |
| 10 | GOOG | Alphabet Inc. | 股票-通訊服務 | 2.76% | +1.24% | +50.00% | |
| 11 | LMT | Lockheed Martin Corporation | 股票-工業 | 2.71% | -2.71% | EXIT | |
| 12 | ✓ | Howmet Aerospace Inc | 股票-其他 | 2.66% | -0.57% | +28.57% | |
| 13 | C | Citigroup Inc. | 股票-金融 | 2.61% | -2.61% | EXIT | |
| 14 | OXY | Occidental Petroleum Corporation | 股票-能源 | 2.50% | -2.50% | EXIT | |
| 15 | CAT | Caterpillar Inc. | 股票-工業 | 2.27% | +4.99% | +25.00% | |
| 16 | ✓ | Palantir Technologies Inc | 股票-其他 | 2.25% | -1.91% | — | |
| 17 | RTX | RTX Corporation | 股票-工業 | 1.98% | -1.98% | EXIT | |
| 18 | GEV | GE Vernova Inc | 股票-工業 | 1.90% | +0.27% | +209.09% | |
| 19 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.82% | -0.94% | — | |
| 20 | LMT | Lockheed Martin CORP | 股票-工業 | 1.78% | -1.78% | EXIT | |
| 21 | CVX | Chevron CORP | 股票-能源 | 1.75% | -1.75% | EXIT | |
| 22 | ✓ | Palantir Technologies Inc | 股票-其他 | 1.69% | -1.69% | EXIT | |
| 23 | GS | The Goldman Sachs Group, Inc. | 股票-金融 | 1.62% | +1.33% | -70.06% | |
| 24 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.62% | -1.27% | +633.33% | |
| 25 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.56% | -0.32% | — | |
| 26 | SMHC | VanEck China Semiconductor ETF | ETF-新興市場 | 1.55% | +0.26% | — | |
| 27 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-其他 | 1.47% | -1.47% | EXIT | |
| 28 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 1.42% | -0.88% | +26.09% | |
| 29 | OXY | Occidental Petroleum Corporation | 股票-能源 | 1.42% | -1.42% | EXIT | |
| 30 | HWM | Howmet Aerospace Inc | 股票-工業 | 1.42% | -0.29% | — | |
| 31 | VRT | Vertiv Holdings Co-a | 股票-工業 | 1.34% | -0.23% | — | |
| 32 | C | Citigroup Inc | 股票-金融 | 1.32% | -1.32% | EXIT | |
| 33 | RTX | Rtx CORP | 股票-工業 | 1.31% | -1.31% | EXIT | |
| 34 | ✓ | Spdr Series Trust | 股票-其他 | 1.31% | -1.31% | EXIT | |
| 35 | XOM | Exxon Mobil CORP | 股票-能源 | 1.28% | -0.88% | — | |
| 36 | CAT | Caterpillar Inc | 股票-工業 | 1.18% | -0.25% | +333.33% | |
| 37 | VST | Vistra Corp. | 股票-公用事業 | 1.15% | -1.15% | EXIT | |
| 38 | JNJ | Johnson & Johnson | 股票-醫療保健 | 1.10% | -1.10% | EXIT | |
| 39 | ✓ | Xli 240920p00106000 | 股票-其他 | 1.04% | -1.04% | EXIT | |
| 40 | ✓ | Xle 250620c00100000 | 股票-其他 | 1.02% | -0.61% | — | |
| 41 | SMHC | VanEck China Semiconductor ETF | ETF-新興市場 | 0.98% | -0.34% | — | |
| 42 | VST | Vistra Corp. | 股票-公用事業 | 0.96% | -0.96% | EXIT | |
| 43 | FDX | FedEx Corporation | 股票-工業 | 0.91% | -0.91% | EXIT | |
| 44 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 0.80% | -0.80% | EXIT | |
| 45 | XLI | Ss Industrial Select Sector | ETF-其他 | 0.75% | -0.75% | EXIT | |
| 46 | GOOG | Alphabet Inc. | 股票-通訊服務 | 0.74% | -0.04% | -33.33% | |
| 47 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.73% | +1.05% | -10.67% | |
| 48 | COP | ConocoPhillips | 股票-能源 | 0.68% | -0.68% | EXIT | |
| 49 | OIH | Vaneck Oil Services ETF | ETF-其他 | 0.67% | +0.92% | — | |
| 50 | VST | Vistra CORP | 股票-公用事業 | 0.65% | -0.65% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ✓ | Spdr S&P 500 Etf Tr Put Option | +5.6% | +700.00% | 加碼 |
| 2 | VRT | Vertiv Holdings Co | +2.5% | +187.40% | 加碼 |
| 3 | GEV | GE Vernova Inc. | +2.4% | +100.00% | 加碼 |
| 4 | GEV | GE Vernova Inc | +1.3% | +209.09% | 加碼 |
| 5 | GOOGL | Alphabet Inc-cl A | +1.3% | +633.33% | 加碼 |
| 6 | CAT | Caterpillar Inc | +0.9% | +333.33% | 加碼 |
| 7 | RTX | Rtx CORP | +0.6% | +112.00% | 加碼 |
| 8 | CAT | Caterpillar Inc. | +0.5% | +25.00% | 加碼 |
| 9 | ✓ | Howmet Aerospace Inc | +0.4% | +28.57% | 加碼 |
| 10 | SMHC | VanEck China Semiconductor ETF | +0.3% | +30.00% | 加碼 |
| 11 | GOOG | Alphabet Inc. | +0.3% | +50.00% | 加碼 |
| 12 | SMH | Vaneck Semiconductor ETF | +0.1% | +26.09% | 加碼 |
| 13 | VST | Vistra CORP | 0% | +41.67% | 加碼 |
| 14 | C | Citigroup Inc | -0.1% | +22.54% | 加碼 |
| 15 | GS | Goldman Sachs Group Inc | -0.3% | -10.67% | 減碼 |
| 16 | VST | Vistra Corp. | -0.3% | — | 不變 |
| 17 | GOOG | Alphabet Inc. | -0.8% | -33.33% | 減碼 |
| 18 | RTX | RTX Corporation | -0.9% | -20.06% | 減碼 |
| 19 | VST | Vistra Corp. | -1.2% | -33.33% | 減碼 |
| 20 | ✓ | Palantir Technologies Inc | -2.8% | -43.75% | 減碼 |
| 21 | C | Citigroup Inc. | -4.8% | -55.01% | 減碼 |
| 22 | GS | The Goldman Sachs Group, Inc. | -5.4% | -70.06% | 減碼 |
| 23 | APP | AppLovin Corporation | — | EXIT | 清倉 |
| 24 | XOM | Exxon Mobil Corporation | — | NEW | 新建倉 |
| 25 | TSM | Taiwan Semiconductor Manufacturing Company Limited | — | NEW | 新建倉 |
| 26 | CVX | Chevron Corporation | — | NEW | 新建倉 |
| 27 | ✓ | Spdr Ser Tr | — | NEW | 新建倉 |
| 28 | ✓ | Utilities Select Sector SPDR | — | NEW | 新建倉 |
| 29 | LMT | Lockheed Martin Corporation | — | NEW | 新建倉 |
| 30 | OXY | Occidental Petroleum Corporation | — | NEW | 新建倉 |
| 31 | NVDA | NVIDIA Corporation | — | EXIT | 清倉 |
| 32 | AXP | American Express Company | — | EXIT | 清倉 |
| 33 | ✓ | Palantir Technologies Inc | — | NEW | 新建倉 |
| 34 | ✓ | Carvana Co | — | EXIT | 清倉 |
| 35 | ✓ | Wayfair Inc | — | EXIT | 清倉 |
| 36 | ✓ | Xlk 200619p00095000 | — | EXIT | 清倉 |
| 37 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | 新建倉 |
| 38 | LMT | Lockheed Martin CORP | — | NEW | 新建倉 |
| 39 | CVX | Chevron CORP | — | NEW | 新建倉 |
| 40 | AEP | American Electric Power Company, Inc. | — | EXIT | 清倉 |
| 41 | JNJ | Johnson & Johnson | — | NEW | 新建倉 |
| 42 | SMHC | VanEck China Semiconductor ETF | — | NEW | 新建倉 |
| 43 | CAT | Caterpillar Inc. | — | EXIT | 清倉 |
| 44 | XOP | Ss Spdr S&p Og Exp & Prod | — | NEW | 新建倉 |
| 45 | HOOD | Robinhood Markets, Inc. | — | EXIT | 清倉 |
| 46 | OXY | Occidental Petroleum Corporation | — | NEW | 新建倉 |
| 47 | HWM | Howmet Aerospace Inc | — | NEW | 新建倉 |
| 48 | PLTR | Palantir Technologies Inc-a | — | EXIT | 清倉 |
| 49 | VRT | Vertiv Holdings Co-a | — | NEW | 新建倉 |
| 50 | WDC | Western Digital Corporation | — | EXIT | 清倉 |
根據 SEC 官方 Form 13F 申報備案，RH Tailwind Management, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$10.3億，共申報了 57 個公開持股部位。
在 Q1 2026 季度，RH Tailwind Management, LLC 按市值排列的前三大核心持股分別為：Spdr S&P 500 Etf Tr Put Option (6.7%)、GEV (4.5%)、XOM (4.1%)。其中最大持股部位 Spdr S&P 500 Etf Tr Put Option 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
XOM
市值: US$3225.2萬
本季最大獲利了結 / 清倉標的
APP
前期市值: US$4379.8萬
在 Q1 2026 季度中，RH Tailwind Management, LLC 共進行了 98 項持倉異動，包含新建倉 35 個部位、加碼 14 個部位、減碼 7 個部位以及清倉 42 個部位。 其中最大新建倉標的為 XOM。 本季清倉部位包含 APP。
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。