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: 0001691919
申報總市值
US$14.8億
US$14.8億
91 檔
25.4%
根據最新整理的 13F 季度數據集，Symmetry Investments LP 於 Q1 2026 結束時的管理資產規模為 US$14.8億。該機構在本季度申報了 91 檔美股持倉，呈現出該時期的主要投資地圖。
Symmetry Investments LP 在 Q1 2026 的調整主要集中於風險出清，清倉與減碼部位合計達 88 檔，反映機構對當前市場環境或個別公司估值採取較為保留之看法。
整體而言，Symmetry Investments LP 的前 5 大持股（包含 UNP, HYG, BA）貢獻了組合市值的 25.4%，形成該機構在 Q1 2026 季度的基本面基石。
| # | 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 | UNP | Union Pacific CORP | 股票-工業 | 11.21% | -7.52% | +169.10% | |
| 2 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 10.46% | -10.46% | EXIT | |
| 3 | BA | Boeing Co/the | 股票-工業 | 8.06% | -3.31% | +189.10% | |
| 4 | ASML | ASML Holding N.V. | 股票-科技 | 6.50% | -3.82% | +143.22% | |
| 5 | NSC | Norfolk Southern CORP | 股票-工業 | 4.87% | +8.97% | — | |
| 6 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 4.55% | -3.54% | -12.14% | |
| 7 | VZ | Verizon Communications Inc | 股票-通訊服務 | 3.30% | -3.30% | EXIT | |
| 8 | FWONK | Liberty Media Corp-formula-c | 股票-通訊服務 | 2.87% | -1.41% | -25.64% | |
| 9 | PATH | Uipath Inc - Class A | 股票-科技 | 2.74% | -1.57% | — | |
| 10 | AMZN | Amazon.com Inc | 股票-循環性消費 | 2.72% | -1.48% | -53.20% | |
| 11 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 2.61% | -2.35% | -37.50% | |
| 12 | UBER | Uber Technologies Inc | 股票-工業 | 2.56% | -1.92% | -6.99% | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 2.49% | -1.74% | -50.34% | |
| 14 | GLW | Corning Inc | 股票-科技 | 2.40% | -2.33% | -19.37% | |
| 15 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密貨幣 | 2.31% | -0.06% | -72.25% | |
| 16 | MSFT | Microsoft CORP | 股票-科技 | 2.03% | -1.51% | -47.92% | |
| 17 | T | At&t Inc | 股票-通訊服務 | 1.91% | -1.88% | — | |
| 18 | MU | Micron Technology Inc | 股票-科技 | 1.71% | +0.03% | +208.67% | |
| 19 | LYG | Lloyds Banking Group Plc-adr | 股票-金融 | 1.61% | +0.12% | +553.68% | |
| 20 | OMC | Omnicom Group | 股票-通訊服務 | 1.47% | -1.19% | +208.51% | |
| 21 | TKO | Tko Group Holdings Inc | 股票-通訊服務 | 1.35% | -0.68% | +167.07% | |
| 22 | HAL | Halliburton Co | 股票-能源 | 1.24% | -0.92% | — | |
| 23 | PFSI | Pennymac Financial Services | 股票-其他 | 1.18% | +1.75% | — | |
| 24 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.87% | -0.14% | +31.26% | |
| 25 | ECHO | Echostar Corp-a | 股票-通訊服務 | 0.83% | -0.44% | +537.10% | |
| 26 | BMNR | Bitmine Immersion Technologi | 股票-金融 | 0.76% | -0.76% | EXIT | |
| 27 | CAT | Caterpillar Inc | 股票-工業 | 0.76% | +1.03% | +21.44% | |
| 28 | LYV | Live Nation Entertainment In | 股票-通訊服務 | 0.74% | -0.74% | EXIT | |
| 29 | XLK | Ss Technology Select Sector | ETF-科技型 | 0.74% | -0.29% | -2.28% | |
| 30 | VLTO | Veralto CORP | 股票-工業 | 0.72% | -0.72% | EXIT | |
| 31 | XLE | Ss Energy Select Sector | ETF-其他 | 0.66% | -0.66% | EXIT | |
| 32 | DELL | Dell Technologies -c | 股票-科技 | 0.65% | -0.42% | — | |
| 33 | RAL | Ralliant CORP | 股票-科技 | 0.63% | -0.63% | EXIT | |
| 34 | EWZ | Ishares Msci Brazil ETF | ETF-其他 | 0.63% | -0.63% | EXIT | |
| 35 | GEV | GE Vernova Inc | 股票-工業 | 0.62% | +0.04% | -43.71% | |
| 36 | AMAT | Applied Materials Inc | 股票-科技 | 0.59% | -0.08% | +42.49% | |
| 37 | HLT | Hilton Worldwide Holdings In | 股票-循環性消費 | 0.51% | +0.06% | — | |
| 38 | LNG | Cheniere Energy Inc | 股票-能源 | 0.47% | -0.47% | EXIT | |
| 39 | FWONA | Liberty Media Corp-formula-a | 股票-其他 | 0.44% | -0.11% | +1.48% | |
| 40 | XLY | Ss Consumer Disc Select Sect | ETF-其他 | 0.35% | -0.01% | -17.48% | |
| 41 | WIX | Wix.com Ltd. | 股票-科技 | 0.35% | -0.35% | EXIT | |
| 42 | DOW | Dow Inc | 股票-原物料 | 0.34% | -0.34% | EXIT | |
| 43 | IR | Ingersoll-rand Inc | 股票-工業 | 0.34% | -0.34% | EXIT | |
| 44 | SPOT | Spotify Technology S.A. | 股票-通訊服務 | 0.34% | -0.34% | EXIT | |
| 45 | SLB | Slb LTD | 股票-能源 | 0.32% | -0.21% | +599.73% | |
| 46 | QRVO | Qorvo Inc | 股票-科技 | 0.31% | -0.31% | EXIT | |
| 47 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 0.28% | -0.26% | -64.86% | |
| 48 | NFLX | Netflix Inc | 股票-通訊服務 | 0.26% | -0.26% | EXIT | |
| 49 | SPHR | Sphere Entertainment Co | 股票-通訊服務 | 0.26% | -0.20% | +119.86% | |
| 50 | QCOM | Qualcomm Inc | 股票-科技 | 0.25% | -0.25% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | UNP | Union Pacific CORP | +8.1% | +169.10% | 加碼 |
| 2 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +7% | +140.00% | 加碼 |
| 3 | BA | Boeing Co/the | +5.7% | +189.10% | 加碼 |
| 4 | ASML | ASML Holding N.V. | +4.8% | +143.22% | 加碼 |
| 5 | LYG | Lloyds Banking Group Plc-adr | +1.4% | +553.68% | 加碼 |
| 6 | MU | Micron Technology Inc | +1.3% | +208.67% | 加碼 |
| 7 | OMC | Omnicom Group | +1.1% | +208.51% | 加碼 |
| 8 | TKO | Tko Group Holdings Inc | +0.9% | +167.07% | 加碼 |
| 9 | GLW | Corning Inc | +0.9% | -19.37% | 減碼 |
| 10 | TSM | Taiwan Semiconductor-sp Adr | +0.9% | -12.14% | 減碼 |
| 11 | BMNR | Bitmine Immersion Technologi | +0.7% | +4570.68% | 加碼 |
| 12 | ECHO | Echostar Corp-a | +0.7% | +537.10% | 加碼 |
| 13 | CAT | Caterpillar Inc | +0.4% | +21.44% | 加碼 |
| 14 | AMAT | Applied Materials Inc | +0.3% | +42.49% | 加碼 |
| 15 | WIX | Wix.com Ltd. | +0.3% | +600.00% | 加碼 |
| 16 | XLV | Ss Health Care Select Sector | +0.3% | +31.26% | 加碼 |
| 17 | LNG | Cheniere Energy Inc | +0.3% | +47.41% | 加碼 |
| 18 | SLB | Slb LTD | +0.3% | +599.73% | 加碼 |
| 19 | DELL | Dell Technologies -c | +0.3% | — | 不變 |
| 20 | SPHR | Sphere Entertainment Co | +0.2% | +119.86% | 加碼 |
| 21 | GE | General Electric | +0.1% | +69.52% | 加碼 |
| 22 | UBER | Uber Technologies Inc | +0.1% | -6.99% | 減碼 |
| 23 | XLK | Ss Technology Select Sector | +0.1% | -2.28% | 減碼 |
| 24 | FWONA | Liberty Media Corp-formula-a | +0.1% | +1.48% | 加碼 |
| 25 | XLC | Ss Comm Select Sector Spdr | +0.1% | +7.32% | 加碼 |
| 26 | QRVO | Qorvo Inc | 0% | +0.28% | 加碼 |
| 27 | AVR | Anteris Technologies Global | 0% | +15.47% | 加碼 |
| 28 | MRVI | Maravai Lifesciences Hldgs-a | 0% | +38.81% | 加碼 |
| 29 | MMM | 3m Co | 0% | -0.19% | 減碼 |
| 30 | CRBG | Corebridge Financial Inc | — | — | 不變 |
| 31 | PTRN | Pattern Group Inc-cl A | 0% | -45.10% | 減碼 |
| 32 | XLY | Ss Consumer Disc Select Sect | 0% | -17.48% | 減碼 |
| 33 | GEV | GE Vernova Inc | 0% | -43.71% | 減碼 |
| 34 | NAVN | Navan Inc-cl A | 0% | -29.41% | 減碼 |
| 35 | COHR | Coherent CORP | -0.1% | -61.86% | 減碼 |
| 36 | QCOM | Qualcomm Inc | -0.1% | -25.00% | 減碼 |
| 37 | DJT | Trump Media & Technology Gro | -0.2% | -60.00% | 減碼 |
| 38 | INTC | Intel CORP | -0.2% | -84.23% | 減碼 |
| 39 | CCL1EUR | Carnival CORP LTD | -0.3% | -79.17% | 減碼 |
| 40 | LYV | Live Nation Entertainment In | -0.3% | -45.04% | 減碼 |
| 41 | MTN | Vail Resorts Inc | -0.4% | -78.92% | 減碼 |
| 42 | NXPI | NXP Semiconductors N.V. | -0.4% | -64.86% | 減碼 |
| 43 | BBVA | Banco Bilbao Vizcaya-sp Adr | -0.6% | -86.55% | 減碼 |
| 44 | FWONK | Liberty Media Corp-formula-c | -0.7% | -25.64% | 減碼 |
| 45 | BABA | Alibaba Group Holding-sp Adr | -1.3% | -37.50% | 減碼 |
| 46 | NVDA | Nvidia CORP | -1.8% | -50.34% | 減碼 |
| 47 | MSFT | Microsoft CORP | -2% | -47.92% | 減碼 |
| 48 | SPOT | Spotify Technology S.A. | -2.3% | -87.98% | 減碼 |
| 49 | AMZN | Amazon.com Inc | -2.4% | -53.20% | 減碼 |
| 50 | IBIT | Ishares Bitcoin Trust ETF | -6.2% | -72.25% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Symmetry Investments LP 在 Q1 2026 季度的美股持倉總市值約為 US$14.8億，共申報了 91 個公開持股部位。
在 Q1 2026 季度，Symmetry Investments LP 按市值排列的前三大核心持股分別為：UNP (11.2%)、HYG (10.5%)、BA (8.1%)。其中最大持股部位 UNP 佔據整體投資組合約 11.2% 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
NSC
市值: US$4446.9萬
本季最大獲利了結 / 清倉標的
SLV
前期市值: US$1.2億
在 Q1 2026 季度中，Symmetry Investments LP 共進行了 152 項持倉異動，包含新建倉 41 個部位、加碼 23 個部位、減碼 25 個部位以及清倉 63 個部位。 其中最大新建倉標的為 NSC。 本季清倉部位包含 SLV。
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。