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: 0001054587
申報總市值
US$122.7億
US$122.7億
337 檔
18.8%
Q1 2026 季度申報顯示，Sculptor Capital LP 揭露的美股組合總市值為 US$122.7億，涵蓋 337 個不同之權益投資部位。
Sculptor Capital LP 在 Q1 2026 進行了結構性的板塊輪動與部位換股。在開立 61 個全新部位及加碼 35 檔持股的同時，亦同步清倉 55 檔並減碼 39 檔標的。
檢視投資組合結構，前 5 大主力部位（包含 LITE 1.5 12-15-29, WDC 3 11-15-28, LITE 0.5 06-15-28）占據了總市值的 18.8%，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 337 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 | LITE 1.5 12-15-29債券 | Lumentum Holdings Inc | 債券 | 6.08% | -6.08% | EXIT | |
| 2 | WDC 3 11-15-28債券 | Western Digital CORP | 債券 | 5.23% | -5.23% | EXIT | |
| 3 | LITE 0.5 06-15-28債券 | Lumentum Holdings Inc | 債券 | 4.89% | -4.89% | EXIT | |
| 4 | LITE 0.5 12-15-26債券 | Lumentum Holdings Inc | 債券 | 4.16% | -4.16% | EXIT | |
| 5 | FWONK | Liberty Media Corp-formula-c | 股票-通訊服務 | 3.68% | -0.58% | -11.89% | |
| 6 | SHC | Sotera Health Co | 股票-其他 | 3.24% | +0.23% | +3.42% | |
| 7 | GMED | Globus Medical Inc - A | 股票-醫療保健 | 2.74% | -0.81% | +1.93% | |
| 8 | KVUE | Kenvue Inc | 股票-非循環性消費 | 2.31% | -1.68% | — | |
| 9 | ECHO | Echostar Corp-a | 股票-通訊服務 | 2.09% | -1.34% | +34.24% | |
| 10 | NSC | Norfolk Southern CORP | 股票-工業 | 1.97% | -1.03% | +29.61% | |
| 11 | LYV | Live Nation Entertainment In | 股票-通訊服務 | 1.93% | -0.02% | +14.06% | |
| 12 | MKSI 1.25 06-01-30債券 | Mks Inc | 債券 | 1.89% | +2.02% | — | |
| 13 | ECHO 3.875 11-30-30債券 | Echostar CORP | 債券 | 1.41% | +0.06% | +228.44% | |
| 14 | NVDA | Nvidia CORP | 股票-科技 | 1.33% | +0.65% | -45.51% | |
| 15 | BRKR | Bruker CORP | 股票-醫療保健 | 1.23% | +1.28% | +9.00% | |
| 16 | BABA 0.5 06-01-31債券 | Alibaba Group Holding | 債券 | 1.19% | -0.40% | +13.79% | |
| 17 | LITE | Lumentum Holdings Inc | 股票-科技 | 1.16% | -0.05% | — | |
| 18 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.14% | +8.90% | +38.63% | |
| 19 | BAC | Bank Of America CORP | 股票-金融 | 1.13% | -0.19% | +4.69% | |
| 20 | VIK | Viking Holdings Ltd | 股票-循環性消費 | 1.10% | +0.55% | -4.33% | |
| 21 | PATK 1.75 12-01-28債券 | Patrick Industries Inc | 債券 | 1.08% | -0.39% | +6.84% | |
| 22 | AMAT | Applied Materials Inc | 股票-科技 | 1.06% | -0.83% | — | |
| 23 | LLYVA | Liberty Live Holdings-a | 股票-其他 | 1.05% | -0.14% | — | |
| 24 | ALB 7.25 03-01-27債券 | Albemarle CORP | 債券 | 1.04% | -0.29% | +139.15% | |
| 25 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.04% | -0.15% | +15.33% | |
| 26 | BTU 3.25 03-01-28債券 | Peabody Energy CORP | 債券 | 1.00% | -0.83% | +4.73% | |
| 27 | LRCX | Lam Research CORP | 股票-科技 | 1.00% | -0.82% | — | |
| 28 | RIVN 3.625 10-15-30債券 | Rivian Auto Inc | 債券 | 1.00% | -0.41% | +17.65% | |
| 29 | LLYVK | Liberty Live Holdings-c | 股票-其他 | 0.97% | -0.12% | — | |
| 30 | RIG 4.625 09-30-29 *債券 | Transocean Interntnl LTD | 債券 | 0.86% | -0.31% | +163.87% | |
| 31 | APO 6.75 07-31-26債券 | Apollo Global Management | 債券 | 0.85% | +0.21% | +45.65% | |
| 32 | FWONA | Liberty Media Corp-formula-a | 股票-其他 | 0.81% | -0.10% | — | |
| 33 | GWRE | Guidewire Software Inc | 股票-科技 | 0.79% | -0.34% | — | |
| 34 | FHN | First Horizon CORP | 股票-金融 | 0.78% | -0.09% | +4.93% | |
| 35 | TSLA | Tesla Inc | 股票-循環性消費 | 0.77% | -0.77% | EXIT | |
| 36 | SNOW 0 10-01-27債券 | Snowflake Inc | 債券 | 0.74% | +0.28% | +6.29% | |
| 37 | BBIO 1.75 03-01-31債券 | Bridgebio Pharma Inc | 債券 | 0.71% | +0.25% | — | |
| 38 | SPOT | Spotify Technology S.A. | 股票-通訊服務 | 0.70% | -0.18% | — | |
| 39 | ON 0 05-01-27債券 | On Semiconductor CORP | 債券 | 0.67% | +0.65% | — | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.59% | -0.29% | +75.00% | |
| 41 | NBIS | Nebius Group N.V. | 股票-其他 | 0.59% | +0.93% | +7.55% | |
| 42 | HWM | Howmet Aerospace Inc | 股票-工業 | 0.59% | -0.05% | — | |
| 43 | HTHT 3 05-01-26債券 | H World Group LTD | 債券 | 0.56% | -0.56% | EXIT | |
| 44 | HLN | Haleon Plc-adr | 股票-醫療保健 | 0.55% | -0.55% | EXIT | |
| 45 | BURL | Burlington Stores Inc | 股票-循環性消費 | 0.55% | -0.09% | — | |
| 46 | NET 0 08-15-26債券 | Cloudflare Inc | 債券 | 0.55% | -0.55% | EXIT | |
| 47 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.54% | +2.48% | -8.80% | |
| 48 | COIN 0.5 06-01-26債券 | Coinbase Global Inc | 債券 | 0.52% | -0.52% | EXIT | |
| 49 | RIVN | Rivian Automotive Inc-a | 股票-循環性消費 | 0.52% | -0.05% | -39.81% | |
| 50 | AER | AerCap Holdings N.V. | 股票-工業 | 0.51% | +0.51% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | LITE 1.5 12-15-29債券 | Lumentum Holdings Inc | +2.9% | +0.03% | 加碼 |
| 2 | LITE 0.5 06-15-28債券 | Lumentum Holdings Inc | +2.4% | +1.16% | 加碼 |
| 3 | LITE 0.5 12-15-26債券 | Lumentum Holdings Inc | +1.1% | -28.30% | 減碼 |
| 4 | ECHO 3.875 11-30-30債券 | Echostar CORP | +1% | +228.44% | 加碼 |
| 5 | ALB 7.25 03-01-27債券 | Albemarle CORP | +0.7% | +139.15% | 加碼 |
| 6 | ECHO | Echostar Corp-a | +0.7% | +34.24% | 加碼 |
| 7 | RIG 4.625 09-30-29 *債券 | Transocean Interntnl LTD | +0.6% | +163.87% | 加碼 |
| 8 | LITE | Lumentum Holdings Inc | +0.6% | — | 不變 |
| 9 | WDC 3 11-15-28債券 | Western Digital CORP | +0.5% | -30.30% | 減碼 |
| 10 | NSC | Norfolk Southern CORP | +0.5% | +29.61% | 加碼 |
| 11 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | +38.63% | 加碼 |
| 12 | LYV | Live Nation Entertainment In | +0.4% | +14.06% | 加碼 |
| 13 | NEE 7.299 06-01-27債券 | Nextera Energy Inc | +0.3% | +3549.34% | 加碼 |
| 14 | PCG 6 12-01-27 A債券 | Pg&e CORP | +0.3% | +909.57% | 加碼 |
| 15 | MSTR 0.875 03-15-31債券 | Strategy Inc | +0.3% | +196.30% | 加碼 |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +75.00% | 加碼 |
| 17 | HTHT 3 05-01-26債券 | H World Group LTD | +0.2% | +44.14% | 加碼 |
| 18 | FOUR 6 05-01-28債券 | Shift4 Payments Inc | +0.2% | +898.68% | 加碼 |
| 19 | COIN 0.5 06-01-26債券 | Coinbase Global Inc | +0.2% | +42.86% | 加碼 |
| 20 | NBIS | Nebius Group N.V. | +0.2% | +7.55% | 加碼 |
| 21 | HPE 7.625 09-01-27債券 | Hp Enterprise Co | +0.2% | +146.59% | 加碼 |
| 22 | RIVN 4.625 03-15-29債券 | Rivian Auto Inc | +0.1% | +833.33% | 加碼 |
| 23 | BTU 3.25 03-01-28債券 | Peabody Energy CORP | +0.1% | +4.73% | 加碼 |
| 24 | JBLU 2.5 09-01-29債券 | Jetblue Airways CORP | +0.1% | +83.33% | 加碼 |
| 25 | LLYVA | Liberty Live Holdings-a | +0.1% | — | 不變 |
| 26 | BKD | Brookdale Senior Living Inc | +0.1% | +48.33% | 加碼 |
| 27 | LLYVK | Liberty Live Holdings-c | +0.1% | — | 不變 |
| 28 | APO 6.75 07-31-26債券 | Apollo Global Management | +0.1% | +45.65% | 加碼 |
| 29 | PATK 1.75 12-01-28債券 | Patrick Industries Inc | +0.1% | +6.84% | 加碼 |
| 30 | NVAX 5 12-15-27債券 | Novavax Inc | +0.1% | +68.77% | 加碼 |
| 31 | MSTR 0 12-01-29債券 | Strategy Inc | +0.1% | +80.00% | 加碼 |
| 32 | MSTR 2.25 06-15-32債券 | Strategy Inc | +0.1% | +42.86% | 加碼 |
| 33 | RUN 4 03-01-30債券 | Sunrun Inc | +0.1% | +168.06% | 加碼 |
| 34 | HWM | Howmet Aerospace Inc | +0.1% | — | 不變 |
| 35 | BURL | Burlington Stores Inc | +0.1% | — | 不變 |
| 36 | GOOGL | Alphabet Inc-cl A | +0.1% | +15.33% | 加碼 |
| 37 | CAMT | Camtek Ltd. | +0.1% | — | 不變 |
| 38 | UNIT 7.5 12-01-27債券 | Uniti Group Inc | +0.1% | +16.30% | 加碼 |
| 39 | WOLF 2.5 06-15-31債券 | Wolfspeed Inc | +0.1% | +113.66% | 加碼 |
| 40 | MSTR 0.625 03-15-30債券 | Strategy Inc | 0% | — | 不變 |
| 41 | NVAX | Novavax Inc | -0.1% | -88.65% | 減碼 |
| 42 | GEMI | Gemini Space Station Inc-a | -0.1% | -90.96% | 減碼 |
| 43 | JPM | Jpmorgan Chase & Co | -0.1% | — | 不變 |
| 44 | FWONK 2.25 08-15-27債券 | Liberty Media CORP | -0.1% | -6.07% | 減碼 |
| 45 | HIMS | Hims & Hers Health Inc | -0.1% | -34.31% | 減碼 |
| 46 | MARA 0 06-01-31債券 | Mara Holdings Inc | -0.1% | -75.00% | 減碼 |
| 47 | BAC | Bank Of America CORP | -0.1% | +4.69% | 加碼 |
| 48 | U | Unity Software Inc | -0.1% | -67.32% | 減碼 |
| 49 | INFY | Infosys Ltd-sp Adr | -0.1% | -45.67% | 減碼 |
| 50 | MSTR | Strategy Inc | -0.1% | -25.32% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Sculptor Capital LP 在 Q1 2026 季度的美股持倉總市值約為 US$122.7億，共申報了 337 個公開持股部位。
在 Q1 2026 季度，Sculptor Capital LP 按市值排列的前三大核心持股分別為：LITE 1.5 12-15-29 (6.1%)、WDC 3 11-15-28 (5.2%)、LITE 0.5 06-15-28 (4.9%)。其中最大持股部位 LITE 1.5 12-15-29 佔據整體投資組合約 6.1% 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
MKSI 1.25 06-01-30
市值: US$1.8億
本季最大獲利了結 / 清倉標的
EA
前期市值: US$1.5億
在 Q1 2026 季度中，Sculptor Capital LP 共進行了 190 項持倉異動，包含新建倉 61 個部位、加碼 35 個部位、減碼 39 個部位以及清倉 55 個部位。 其中最大新建倉標的為 MKSI 1.25 06-01-30。 本季清倉部位包含 EA。
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。