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: 0001787274
申報總市值
US$10.3億
US$10.3億
216 檔
18.5%
在 Q1 2026 申報期間，Sierra Capital LLC（CIK: 0001787274）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$10.3億，共持有 216 個公開申報部位。
觀察 Q1 2026 的資金脈絡，Sierra Capital LLC 在獲利結算 12 檔個股的同時，將資本重新部署至 30 檔新選標的，展現主動管理機構的輪動節奏。
從部位權重觀察，前 5 大標的（包含 VOO, iShares Core MSCI EMU UCITS ETF (Acc), iShares $ Short Duration Corp Bond UCITS ETF (Acc)）累計市值佔比達 18.5%，是驅動 Sierra Capital LLC 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 216 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 | VOO | Vanguard S&p 500 ETF | ETF-大型股與成長 | 6.59% | +0.08% | -2.83% | |
| 2 | ✓ | iShares Core MSCI EMU UCITS ETF (Acc) | ETF-其他 | 3.91% | -0.25% | -12.77% | |
| 3 | ✓ | iShares $ Short Duration Corp Bond UCITS ETF (Acc) | ETF-投資等級公司債 | 3.63% | +0.25% | -9.60% | |
| 4 | ✓ | iShares MSCI EM ex-China UCITS ETF (Acc) | ETF-新興市場 | 3.43% | +0.14% | +0.35% | |
| 5 | ✓ | iShares S&P 500 Equal Weight UCITS ETF (Acc) | ETF-大型股與成長 | 3.33% | +0.01% | -0.42% | |
| 6 | AAPL | Apple Inc | 股票-科技 | 2.97% | +0.03% | -2.31% | |
| 7 | ✓ | iShares MSCI USA Small Cap UCITS ETF (Acc) | ETF-中小型股 | 2.73% | +0.15% | -6.08% | |
| 8 | ✓ | iShares S&P 500 Swap UCITS ETF USD (Acc) | ETF-大型股與成長 | 2.54% | +0.44% | +5.76% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.47% | -0.08% | -3.70% | |
| 10 | ✓ | iShares Core S&P 500 UCITS ETF (Acc) | ETF-大型股與成長 | 2.41% | +0.01% | -27.07% | |
| 11 | ✓ | iShares US Mortgage Backed Securities UCITS ETF (Acc) | ETF-其他 | 2.26% | -0.26% | +0.78% | |
| 12 | ✓ | iShares MSCI Japan UCITS ETF (Acc) | ETF-其他 | 1.93% | +0.02% | +12.41% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-其他 | 1.78% | -0.02% | -1.10% | |
| 14 | ✓ | Ish Usd Float Bond Usd Acc | 股票-其他 | 1.72% | +0.13% | -1.13% | |
| 15 | ✓ | iShares MSCI World UCITS ETF | ETF-其他 | 1.58% | -1.58% | EXIT | |
| 16 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.54% | — | -1.63% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.50% | +0.02% | -6.56% | |
| 18 | ✓ | iShares $ Treasury Bond 0-1yr UCITS ETF (Acc) | ETF-政府公債 | 1.48% | +0.05% | -10.42% | |
| 19 | VGK | Vanguard Ftse Europe ETF | ETF-其他 | 1.46% | -0.07% | +10.18% | |
| 20 | ✓ | iShares MSCI ACWI UCITS ETF | ETF-其他 | 1.41% | +0.02% | -15.02% | |
| 21 | ✓ | iShares $ Short Duration High Yield Corp Bond UCITS ETF (Acc) | ETF-投資等級公司債 | 1.35% | +0.07% | +30.16% | |
| 22 | ✓ | iShares J.P. Morgan $ EM Bond UCITS ETF (Acc) | ETF-其他 | 1.33% | -0.14% | +6.52% | |
| 23 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.32% | +0.14% | -12.30% | |
| 24 | IVE | Ishares S&p 500 Value ETF | ETF-大型股與成長 | 1.09% | -0.05% | -1.77% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-新興市場 | 1.04% | -0.02% | +15.90% | |
| 26 | ✓ | iShares Global Govt Bond UCITS ETF (Acc) | ETF-其他 | 1.04% | -0.12% | — | |
| 27 | ✓ | iShares Core S&P 500 UCITS ETF USD (Dist) | ETF-大型股與成長 | 1.03% | -1.03% | EXIT | |
| 28 | BAC | Bank Of America CORP | 股票-金融 | 0.97% | +0.02% | — | |
| 29 | ✓ | iShares Core MSCI EMU UCITS ETF (Acc) | ETF-其他 | 0.97% | -0.11% | — | |
| 30 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 0.94% | -0.07% | — | |
| 31 | ✓ | Invesco Preferred Shares UCITS ETF (Acc) | ETF-其他 | 0.92% | -0.06% | +2.77% | |
| 32 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.91% | +0.03% | -4.25% | |
| 33 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-其他 | 0.88% | -0.11% | -11.55% | |
| 34 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 0.86% | +0.01% | -1.53% | |
| 35 | XLF | Ss Financial Select Sector | ETF-其他 | 0.84% | -0.10% | +0.01% | |
| 36 | GSEW | Goldman Sachs Eql Wght Large | ETF-避險與商品 | 0.81% | -0.03% | -0.91% | |
| 37 | ✓ | SPDR SP400 Midcap UCITS ETF | ETF-其他 | 0.80% | +0.02% | -3.19% | |
| 38 | FLOT | Ishares Floating Rate Bond E | ETF-其他 | 0.78% | -0.02% | -11.74% | |
| 39 | ✓ | 股票-其他 | 0.77% | -0.08% | -5.39% | ||
| 40 | ✓ | iShares $ Treasury Bond 1-3yr UCITS ETF (Acc) | ETF-政府公債 | 0.77% | +0.10% | -5.00% | |
| 41 | JMST | JPM Ultra-short Muni Income | ETF-其他 | 0.76% | -0.08% | — | |
| 42 | ✓ | iShares $ Corp Bond UCITS ETF (Acc) | ETF-投資等級公司債 | 0.66% | +0.10% | +1.18% | |
| 43 | MSFT | Microsoft CORP | 股票-科技 | 0.64% | -0.03% | -2.16% | |
| 44 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 0.64% | +0.10% | -1.15% | |
| 45 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.63% | -0.05% | +2.82% | |
| 46 | ✓ | iShares MSCI EM UCITS ETF USD (Acc) | ETF-其他 | 0.62% | +0.06% | +33.86% | |
| 47 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 0.61% | +0.05% | -31.30% | |
| 48 | ✓ | iShares $ Short Duration Corp Bond UCITS ETF (Dist) | ETF-投資等級公司債 | 0.58% | -0.02% | -16.90% | |
| 49 | ✓ | iShares US Aggregate Bond UCITS ETF (Acc) | ETF-其他 | 0.57% | +0.08% | +2.03% | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 0.57% | +0.04% | -0.06% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ✓ | iShares $ Short Duration High Yield Corp Bond UCITS ETF (Acc) | +0.3% | +30.16% | 加碼 |
| 2 | ✓ | iShares MSCI EM ex-China UCITS ETF (Acc) | +0.3% | +0.35% | 加碼 |
| 3 | ✓ | iShares MSCI Japan UCITS ETF (Acc) | +0.3% | +12.41% | 加碼 |
| 4 | ✓ | iShares $ Treasury Bond 7-10yr UCITS ETF USD (Acc) | +0.2% | +1166.74% | 加碼 |
| 5 | ✓ | iShares MSCI EM UCITS ETF USD (Acc) | +0.2% | +33.86% | 加碼 |
| 6 | VWO | Vanguard Ftse Emerging Marke | +0.2% | +15.90% | 加碼 |
| 7 | VGK | Vanguard Ftse Europe ETF | +0.2% | +10.18% | 加碼 |
| 8 | BABA | Alibaba Group Holding-sp Adr | +0.1% | +382.44% | 加碼 |
| 9 | VPL | Vanguard Ftse Pacific ETF | +0.1% | +63.96% | 加碼 |
| 10 | ✓ | iShares J.P. Morgan $ EM Bond UCITS ETF (Acc) | +0.1% | +6.52% | 加碼 |
| 11 | SHYG | Ishares 0-5 Yr Hy CORP Bond | +0.1% | +205.74% | 加碼 |
| 12 | ✓ | iShares US Mortgage Backed Securities UCITS ETF (Acc) | +0.1% | +0.78% | 加碼 |
| 13 | JPM | Jpmorgan Chase & Co | +0.1% | +88.86% | 加碼 |
| 14 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.1% | -1.15% | 減碼 |
| 15 | AGG | Ishares Core U.s. Aggregate | +0.1% | +26.59% | 加碼 |
| 16 | EWJ | Ishares Msci Japan ETF | +0.1% | +5.03% | 加碼 |
| 17 | ✓ | iShares S&P 500 Swap UCITS ETF USD (Acc) | +0.1% | +5.76% | 加碼 |
| 18 | ✓ | Ish Usd Float Bond Usd Acc | +0.1% | -1.13% | 減碼 |
| 19 | ✓ | iShares S&P 500 Equal Weight UCITS ETF (Acc) | 0% | -0.42% | 減碼 |
| 20 | AXP | American Express Co | 0% | +138.36% | 加碼 |
| 21 | JNJ | Johnson & Johnson | 0% | +0.16% | 加碼 |
| 22 | ✓ | Vanguard FTSE Developed Asia Pacific ex Japan UCITS ETF (Acc) | 0% | — | 不變 |
| 23 | NVDA | Nvidia CORP | 0% | +12.15% | 加碼 |
| 24 | ✓ | Invesco Preferred Shares UCITS ETF (Acc) | 0% | +2.77% | 加碼 |
| 25 | SHEL | Shell Plc-adr | 0% | -11.17% | 減碼 |
| 26 | AMLP | Alerian Mlp ETF | 0% | -0.91% | 減碼 |
| 27 | VAW | Vanguard Materials ETF | 0% | — | 不變 |
| 28 | VIS | Vanguard Industrials ETF | 0% | — | 不變 |
| 29 | ✓ | iShares S&P 500 Consumer Staples Sector UCITS ETF (Acc) | 0% | — | 不變 |
| 30 | KO | Coca-cola Co/the | 0% | +9.92% | 加碼 |
| 31 | EZBC | Franklin Bitcoin ETF | 0% | +44.87% | 加碼 |
| 32 | NFLX | Netflix Inc | 0% | +18.10% | 加碼 |
| 33 | TSM | Taiwan Semiconductor-sp Adr | 0% | -2.30% | 減碼 |
| 34 | ✓ | 0% | -6.55% | 減碼 | |
| 35 | ✓ | iShares US Property Yield UCITS ETF (Dist) | 0% | — | 不變 |
| 36 | ✓ | iShares US Aggregate Bond UCITS ETF (Acc) | 0% | +2.03% | 加碼 |
| 37 | JAAA | Janus Henderson Aaa Clo ETF | 0% | +2.90% | 加碼 |
| 38 | ✓ | Ishares Usd Hy CORP Usd Acc | 0% | +1.72% | 加碼 |
| 39 | ✓ | iShares $ Corp Bond UCITS ETF (Acc) | 0% | +1.18% | 加碼 |
| 40 | VO | Vanguard Mid-cap ETF | 0% | -1.10% | 減碼 |
| 41 | IVE | Ishares S&p 500 Value ETF | 0% | -1.77% | 減碼 |
| 42 | GSEW | Goldman Sachs Eql Wght Large | 0% | -0.91% | 減碼 |
| 43 | LLY | Eli Lilly & Co | 0% | +64.78% | 加碼 |
| 44 | AIRR | First Trust Rba American Ind | 0% | — | 不變 |
| 45 | MSTR | Strategy Inc | 0% | +50.89% | 加碼 |
| 46 | VOOV | Vanguard S&p 500 Value ETF | 0% | +4.13% | 加碼 |
| 47 | ✓ | iShares S&P 500 Utilities Sector UCITS ETF (Acc) | 0% | -1.67% | 減碼 |
| 48 | ✓ | Invesco AT1 Capital Bond UCITS ETF (Acc) | 0% | — | 不變 |
| 49 | PAVE | Global X US Infrastructure | 0% | — | 不變 |
| 50 | UBER | Uber Technologies Inc | 0% | +24.23% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Sierra Capital LLC 在 Q1 2026 季度的美股持倉總市值約為 US$10.3億，共申報了 216 個公開持股部位。
在 Q1 2026 季度，Sierra Capital LLC 按市值排列的前三大核心持股分別為：VOO (6.6%)、iShares Core MSCI EMU UCITS ETF (Acc) (3.9%)、iShares $ Short Duration Corp Bond UCITS ETF (Acc) (3.6%)。其中最大持股部位 VOO 佔據整體投資組合約 6.6% 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
iShares MSCI World UCITS ETF
市值: US$1453.5萬
本季最大獲利了結 / 清倉標的
前期市值: US$328.6萬
在 Q1 2026 季度中，Sierra Capital LLC 共進行了 157 項持倉異動，包含新建倉 30 個部位、加碼 52 個部位、減碼 63 個部位以及清倉 12 個部位。 其中最大新建倉標的為 iShares MSCI World UCITS ETF。 本季清倉部位包含 。
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。