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: 0001488542
申報總市值
US$1705.7億
US$1705.7億
8927 檔
34.6%
根據最新整理的 13F 季度數據集，Simplex Trading, LLC 於 Q1 2026 結束時的管理資產規模為 US$1705.7億。該機構在本季度申報了 8927 檔美股持倉，呈現出該時期的主要投資地圖。
在 Q1 2026，Simplex Trading, LLC 展現出較為審慎的避險與獲利了結姿態。本季共減碼 140 個部位並完全清倉 1 檔持股，調降曝險的部位數量高於加碼動作。
整體而言，Simplex Trading, LLC 的前 5 大持股（包含 Spdr S&P 500 Etf Tr Put Option, SPY, Invesco QQQ Tr Put Option 06/2）貢獻了組合市值的 34.6%，形成該機構在 Q1 2026 季度的基本面基石。
本季最大新建倉標的
TSM
市值: US$5.0億
本季最大獲利了結 / 清倉標的
SOXL
前期市值: US$5197.1萬
僅顯示前 200 大持股（共 8927 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 | ✓ | Spdr S&P 500 Etf Tr Put Option | ETF-大型股與成長 | 18.39% | -3.76% | +2.17% | |
| 2 | SPY | State Street SPDR S&P 500 ETF Trust | ETF-大型股與成長 | 9.44% | +0.51% | +11.41% | |
| 3 | ✓ | Invesco QQQ Tr Put Option 06/2 | 股票-其他 | 4.36% | +1.58% | -26.77% | |
| 4 | ✓ | Invesco Qqq Trust | 股票-其他 | 4.02% | +0.69% | +8.80% | |
| 5 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 3.43% | +1.12% | +1.97% | |
| 6 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 2.60% | -0.64% | +27.98% | |
| 7 | TSLA | Tesla, Inc. | 股票-循環性消費 | 2.29% | -0.56% | -21.34% | |
| 8 | NVDA | NVIDIA Corporation | 股票-科技 | 2.25% | -0.33% | -27.12% | |
| 9 | VOO | Vanguard S&P 500 ETF | ETF-大型股與成長 | 2.23% | -0.17% | -33.48% | |
| 10 | TSLA | Tesla, Inc. | 股票-循環性消費 | 2.07% | -0.64% | -35.28% | |
| 11 | GLD | SPDR Gold Shares | ETF-避險與商品 | 1.58% | -0.73% | -14.50% | |
| 12 | META | Meta Platforms, Inc. | 股票-通訊服務 | 1.58% | -0.38% | -10.77% | |
| 13 | AAPL | Apple Inc. | 股票-科技 | 1.49% | -0.10% | -5.66% | |
| 14 | GOOG | Alphabet Inc. | 股票-通訊服務 | 1.39% | — | -19.53% | |
| 15 | GLD | SPDR Gold Shares | ETF-避險與商品 | 1.11% | -0.68% | -7.72% | |
| 16 | MSFT | Microsoft Corporation | 股票-科技 | 1.04% | -0.02% | +35.35% | |
| 17 | MCHX | Marchex, Inc. | 股票-其他 | 1.03% | -0.02% | -22.24% | |
| 18 | ✓ | Amazon Com Inc | 股票-其他 | 0.98% | -0.25% | +19.45% | |
| 19 | GOOG | Alphabet Inc. | 股票-通訊服務 | 0.97% | +0.16% | -31.32% | |
| 20 | ✓ | Meta Platforms Inc | 股票-其他 | 0.96% | -0.27% | +3.13% | |
| 21 | SLV | iShares Silver Trust | ETF-避險與商品 | 0.91% | -0.57% | +11.65% | |
| 22 | ✓ | Utilities Select Sector SPDR | 股票-其他 | 0.69% | -0.13% | -8.37% | |
| 23 | AMZN | Amazon.com, Inc. | 股票-循環性消費 | 0.61% | -0.12% | +0.70% | |
| 24 | MSFT | Microsoft Corporation | 股票-科技 | 0.59% | -0.06% | +5.47% | |
| 25 | SMHC | VanEck China Semiconductor ETF | ETF-新興市場 | 0.55% | +0.40% | -30.82% | |
| 26 | ✓ | Xle 250620c00100000 | 股票-其他 | 0.52% | — | +12.69% | |
| 27 | NFLX | Netflix, Inc. | 股票-通訊服務 | 0.49% | -0.21% | -24.76% | |
| 28 | SLV | iShares Silver Trust | ETF-避險與商品 | 0.48% | -0.30% | -6.84% | |
| 29 | MU | Micron Technology, Inc. | 股票-科技 | 0.48% | +1.65% | +21.59% | |
| 30 | NFLX | Netflix, Inc. | 股票-通訊服務 | 0.48% | -0.17% | -23.77% | |
| 31 | ✓ | Palantir Technologies Inc | 股票-其他 | 0.48% | -0.16% | -20.11% | |
| 32 | AMD | Advanced Micro Devices, Inc. | 股票-科技 | 0.47% | +0.67% | -8.06% | |
| 33 | MU | Micron Technology, Inc. | 股票-科技 | 0.46% | +0.83% | +44.78% | |
| 34 | DIA | State Street SPDR Dow Jones Industrial Average ETF Trust | ETF-大型股與成長 | 0.46% | — | +113.90% | |
| 35 | AVGO | Broadcom Inc. | 股票-科技 | 0.44% | — | -42.67% | |
| 36 | AMD | Advanced Micro Devices, Inc. | 股票-科技 | 0.40% | +0.61% | -35.45% | |
| 37 | ✓ | Palantir Technologies Inc | 股票-其他 | 0.39% | -0.14% | -35.37% | |
| 38 | AVGO | Broadcom Inc. | 股票-科技 | 0.35% | +0.06% | -35.42% | |
| 39 | UNH | UnitedHealth Group Incorporated | 股票-醫療保健 | 0.35% | -0.05% | -31.16% | |
| 40 | MSTR | Strategy Inc | 股票-科技 | 0.35% | -0.18% | +7.83% | |
| 41 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.34% | -0.23% | +18.70% | |
| 42 | IBIT | iShares Bitcoin Trust ETF | ETF-加密貨幣 | 0.34% | -0.10% | -26.44% | |
| 43 | TSM | Taiwan Semiconductor Manufacturing Company Limited | 股票-科技 | 0.33% | +0.04% | — | |
| 44 | UPS | United Parcel Service, Inc. | 股票-工業 | 0.28% | -0.14% | +531.22% | |
| 45 | SMHC | VanEck China Semiconductor ETF | ETF-新興市場 | 0.27% | +0.20% | +6.94% | |
| 46 | ORCL | Oracle Corporation | 股票-科技 | 0.26% | -0.04% | +16.68% | |
| 47 | IBIT | iShares Bitcoin Trust ETF | ETF-加密貨幣 | 0.26% | -0.04% | +14.66% | |
| 48 | ORCL | Oracle Corporation | 股票-科技 | 0.24% | -0.03% | -16.85% | |
| 49 | UPS | United Parcel Service, Inc. | 股票-工業 | 0.23% | -0.05% | +71.65% | |
| 50 | BABA | Alibaba Group Holding Limited | 股票-循環性消費 | 0.22% | -0.10% | +3.83% |
| # | 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 | +2.5% | +2.17% | 加碼 |
| 2 | SPY | State Street SPDR S&P 500 ETF Trust | +2% | +11.41% | 加碼 |
| 3 | ✓ | Invesco Qqq Trust | +0.7% | +8.80% | 加碼 |
| 4 | TLT | iShares 20+ Year Treasury Bond ETF | +0.6% | +27.98% | 加碼 |
| 5 | TLT | iShares 20+ Year Treasury Bond ETF | +0.3% | +1.97% | 加碼 |
| 6 | DIA | State Street SPDR Dow Jones Industrial Average ETF Trust | +0.3% | +113.90% | 加碼 |
| 7 | UPS | United Parcel Service, Inc. | +0.3% | +531.22% | 加碼 |
| 8 | SLV | iShares Silver Trust | +0.3% | +11.65% | 加碼 |
| 9 | MU | Micron Technology, Inc. | +0.2% | +44.78% | 加碼 |
| 10 | ✓ | Amazon Com Inc | +0.2% | +19.45% | 加碼 |
| 11 | MU | Micron Technology, Inc. | +0.2% | +21.59% | 加碼 |
| 12 | MSFT | Microsoft Corporation | +0.2% | +35.35% | 加碼 |
| 13 | UPS | United Parcel Service, Inc. | +0.2% | +643.40% | 加碼 |
| 14 | UPS | United Parcel Service, Inc. | +0.2% | +71.65% | 加碼 |
| 15 | GLD | SPDR Gold Shares | +0.2% | -14.50% | 減碼 |
| 16 | EWT | iShares MSCI Taiwan ETF | +0.1% | +73.54% | 加碼 |
| 17 | XOM | Exxon Mobil Corporation | +0.1% | +53.57% | 加碼 |
| 18 | SNDK | Sandisk Corporation | +0.1% | +210.28% | 加碼 |
| 19 | NVDA | Nvidia CORP | +0.1% | +103.73% | 加碼 |
| 20 | TLT | iShares 20+ Year Treasury Bond ETF | +0.1% | +18.70% | 加碼 |
| 21 | SNDK | Sandisk Corporation | +0.1% | +23.52% | 加碼 |
| 22 | KBAB | KraneShares 2x Long BABA Daily ETF | +0.1% | +80.81% | 加碼 |
| 23 | AAPL | Apple Inc. | +0.1% | -5.66% | 減碼 |
| 24 | META | Meta Platforms Inc-class A | +0.1% | +266.78% | 加碼 |
| 25 | XOM | Exxon Mobil Corporation | +0.1% | +4.61% | 加碼 |
| 26 | ✓ | Meta Platforms Inc | +0.1% | +3.13% | 加碼 |
| 27 | UPS | United Parcel Service, Inc. | +0.1% | +397.79% | 加碼 |
| 28 | ✓ | Lumentum Hldgs Inc | +0.1% | +122.75% | 加碼 |
| 29 | CRWV | CoreWeave, Inc. | +0.1% | +58.20% | 加碼 |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +131.73% | 加碼 |
| 31 | CRWV | CoreWeave, Inc. | +0.1% | +36.80% | 加碼 |
| 32 | ✓ | Direxion Shs ETF Tr | +0.1% | +26017.81% | 加碼 |
| 33 | GOOGL | Alphabet Inc-cl A | +0.1% | +664.33% | 加碼 |
| 34 | ✓ | Chevron CORP New | +0.1% | +34.86% | 加碼 |
| 35 | ✓ | Spdr Series Trust | +0.1% | +121.69% | 加碼 |
| 36 | ✓ | Direxion Shs ETF Tr | +0.1% | +381.32% | 加碼 |
| 37 | GS | The Goldman Sachs Group, Inc. | +0.1% | +32.32% | 加碼 |
| 38 | AMZN | Amazon.com, Inc. | 0% | +0.70% | 加碼 |
| 39 | ORCL | Oracle CORP | 0% | +291.68% | 加碼 |
| 40 | ✓ | Utilities Select Sector SPDR | 0% | -8.37% | 減碼 |
| 41 | UNH | Unitedhealth Group Inc | 0% | +210.14% | 加碼 |
| 42 | AZO | AutoZone, Inc. | 0% | +68.85% | 加碼 |
| 43 | AMD | Advanced Micro Devices | 0% | +361.48% | 加碼 |
| 44 | AMD | Advanced Micro Devices, Inc. | 0% | -8.06% | 減碼 |
| 45 | MSTR | Strategy Inc | 0% | +7.83% | 加碼 |
| 46 | IBIT | iShares Bitcoin Trust ETF | 0% | +14.66% | 加碼 |
| 47 | ORCL | Oracle Corporation | 0% | +16.68% | 加碼 |
| 48 | ASML | ASML Holding N.V. | — | -31.92% | 減碼 |
| 49 | BRK-B | Berkshire Hathaway Inc. | — | -21.87% | 減碼 |
| 50 | UBER | Uber Technologies, Inc. | 0% | -27.86% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Simplex Trading, LLC 在 Q1 2026 季度的美股持倉總市值約為 US$1705.7億，共申報了 8927 個公開持股部位。
在 Q1 2026 季度，Simplex Trading, 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 (18.4%)、SPY (9.4%)、Invesco QQQ Tr Put Option 06/2 (4.4%)。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 18.4% 的權重。
在 Q1 2026 季度中，Simplex Trading, LLC 共進行了 200 項持倉異動，包含新建倉 14 個部位、加碼 45 個部位、減碼 140 個部位以及清倉 1 個部位。 其中最大新建倉標的為 TSM。 本季清倉部位包含 SOXL。
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。
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。
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。