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: 0002074098
申報總市值
—
US$5.3億
180 檔
9.3%
根據最新整理的 13F 季度數據集，Taproot Management LP 於 Q1 2026 結束時的管理資產規模為 US$5.3億。該機構在本季度申報了 180 檔美股持倉，呈現出該時期的主要投資地圖。
Q1 2026 的申報記錄反映 Taproot Management LP 的板塊替換策略：機構本季推動了 103 筆增持與 97 筆減持，籌碼呈現明顯的結構重組。
整體而言，Taproot Management LP 的前 5 大持股（包含 PFGC, WST, ELV）貢獻了組合市值的 9.3%，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 | PFGC | Performance Food Group Co | 股票-非循環性消費 | 2.07% | -2.07% | EXIT | |
| 2 | WST | West Pharmaceutical Services | 股票-醫療保健 | 2.07% | -2.07% | EXIT | |
| 3 | ELV | Elevance Health Inc | 股票-醫療保健 | 1.77% | -1.77% | EXIT | |
| 4 | TMO | Thermo Fisher Scientific Inc | 股票-醫療保健 | 1.77% | -1.77% | EXIT | |
| 5 | AVB | Avalonbay Communities Inc | 股票-房地產 | 1.64% | -1.64% | EXIT | |
| 6 | ABBV | Abbvie Inc | 股票-醫療保健 | 1.48% | -1.48% | EXIT | |
| 7 | KO | Coca-cola Co/the | 股票-非循環性消費 | 1.47% | -1.47% | EXIT | |
| 8 | FAST | Fastenal Co | 股票-工業 | 1.42% | -1.42% | EXIT | |
| 9 | RRX | Regal Rexnord CORP | 股票-工業 | 1.39% | -1.39% | EXIT | |
| 10 | ABT | Abbott Laboratories | 股票-醫療保健 | 1.37% | -1.36% | EXIT | |
| 11 | ITT | Itt Inc | 股票-工業 | 1.34% | -1.34% | EXIT | |
| 12 | AMH | American Homes 4 Rent- A | 股票-房地產 | 1.28% | -1.28% | EXIT | |
| 13 | CVS | Cvs Health CORP | 股票-醫療保健 | 1.26% | -1.26% | EXIT | |
| 14 | CUBE | Cubesmart | 股票-房地產 | 1.23% | -1.23% | EXIT | |
| 15 | CLX | Clorox Company | 股票-非循環性消費 | 1.17% | -1.17% | EXIT | |
| 16 | RPRX | Royalty Pharma plc | 股票-醫療保健 | 1.17% | -1.17% | EXIT | |
| 17 | OLLI | Ollie's Bargain Outlet Holdi | 股票-非循環性消費 | 1.17% | -1.17% | EXIT | |
| 18 | FERG | Ferguson Enterprises Inc | 股票-工業 | 1.15% | -1.15% | EXIT | |
| 19 | CHD | Church & Dwight Co Inc | 股票-非循環性消費 | 1.09% | -1.09% | EXIT | |
| 20 | EAT | Brinker International Inc | 股票-循環性消費 | 1.08% | -1.08% | EXIT | |
| 21 | MTD | Mettler-toledo International | 股票-醫療保健 | 1.07% | -1.07% | EXIT | |
| 22 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 1.06% | -1.06% | EXIT | |
| 23 | ASML | ASML Holding N.V. | 股票-科技 | 1.03% | -1.03% | EXIT | |
| 24 | PFE | Pfizer Inc | 股票-醫療保健 | 1.02% | -1.02% | EXIT | |
| 25 | IEX | Idex CORP | 股票-工業 | 1.02% | -1.02% | EXIT | |
| 26 | MAR | Marriott International -cl A | 股票-循環性消費 | 0.98% | -0.98% | EXIT | |
| 27 | WELL | Welltower Inc | 股票-房地產 | 0.97% | -0.97% | EXIT | |
| 28 | ETN | Eaton Corporation plc | 股票-工業 | 0.97% | -0.97% | EXIT | |
| 29 | KRC | Kilroy Realty CORP | 股票-房地產 | 0.97% | -0.97% | EXIT | |
| 30 | MDLZ | Mondelez International Inc-a | 股票-非循環性消費 | 0.95% | -0.95% | EXIT | |
| 31 | CSX | Csx CORP | 股票-工業 | 0.94% | -0.94% | EXIT | |
| 32 | PRMB | Primo Brands CORP | 股票-非循環性消費 | 0.94% | -0.94% | EXIT | |
| 33 | PRIM | Primoris Services CORP | 股票-工業 | 0.93% | -0.93% | EXIT | |
| 34 | GLW | Corning Inc | 股票-科技 | 0.90% | -0.90% | EXIT | |
| 35 | ALC | Alcon Inc. | 股票-醫療保健 | 0.88% | -0.88% | EXIT | |
| 36 | ZBH | Zimmer Biomet Holdings Inc | 股票-醫療保健 | 0.88% | -0.88% | EXIT | |
| 37 | SYK | Stryker CORP | 股票-醫療保健 | 0.87% | -0.87% | EXIT | |
| 38 | H | Hyatt Hotels CORP - Cl A | 股票-循環性消費 | 0.86% | -0.86% | EXIT | |
| 39 | TXN | Texas Instruments Inc | 股票-科技 | 0.83% | -0.83% | EXIT | |
| 40 | WAB | Wabtec CORP | 股票-工業 | 0.83% | -0.83% | EXIT | |
| 41 | HSIC | Henry Schein Inc | 股票-醫療保健 | 0.83% | -0.83% | EXIT | |
| 42 | AHR | American Healthcare Reit Inc | 股票-房地產 | 0.83% | -0.83% | EXIT | |
| 43 | PWR | Quanta Services Inc | 股票-工業 | 0.82% | -0.82% | EXIT | |
| 44 | ROST | Ross Stores Inc | 股票-循環性消費 | 0.81% | -0.81% | EXIT | |
| 45 | KEX | Kirby CORP | 股票-工業 | 0.77% | -0.77% | EXIT | |
| 46 | HPQ | Hp Inc | 股票-科技 | 0.76% | -0.76% | EXIT | |
| 47 | VNO | Vornado Realty Trust | 股票-房地產 | 0.75% | -0.75% | EXIT | |
| 48 | YUM | Yum! Brands Inc | 股票-循環性消費 | 0.74% | -0.74% | EXIT | |
| 49 | NKE | Nike Inc -cl B | 股票-循環性消費 | 0.73% | -0.73% | EXIT | |
| 50 | BROS | Dutch Bros Inc-class A | 股票-循環性消費 | 0.73% | -0.73% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AVB | Avalonbay Communities Inc | +1.6% | +2064.29% | 加碼 |
| 2 | ELV | Elevance Health Inc | +1.2% | +242.33% | 加碼 |
| 3 | FAST | Fastenal Co | +1.2% | +345.50% | 加碼 |
| 4 | ASML | ASML Holding N.V. | +0.9% | +355.92% | 加碼 |
| 5 | OLLI | Ollie's Bargain Outlet Holdi | +0.9% | +290.38% | 加碼 |
| 6 | FERG | Ferguson Enterprises Inc | +0.7% | +128.98% | 加碼 |
| 7 | BROS | Dutch Bros Inc-class A | +0.7% | +1080.39% | 加碼 |
| 8 | WELL | Welltower Inc | +0.6% | +115.08% | 加碼 |
| 9 | ZBH | Zimmer Biomet Holdings Inc | +0.6% | +137.75% | 加碼 |
| 10 | YUM | Yum! Brands Inc | +0.5% | +200.83% | 加碼 |
| 11 | TKR | Timken Co | +0.5% | +578.88% | 加碼 |
| 12 | TXN | Texas Instruments Inc | +0.4% | +61.08% | 加碼 |
| 13 | SN | SharkNinja, Inc. | +0.4% | +421.39% | 加碼 |
| 14 | ISRG | Intuitive Surgical Inc | +0.4% | +189.65% | 加碼 |
| 15 | TTEK | Tetra Tech Inc | +0.3% | +189.70% | 加碼 |
| 16 | NKE | Nike Inc -cl B | +0.3% | +88.00% | 加碼 |
| 17 | HSIC | Henry Schein Inc | +0.3% | +35.08% | 加碼 |
| 18 | HST | Host Hotels & Resorts Inc | +0.3% | +34.08% | 加碼 |
| 19 | COHR | Coherent CORP | +0.3% | +42.81% | 加碼 |
| 20 | ARM | Arm Holdings Plc-adr | +0.3% | +48.31% | 加碼 |
| 21 | HAS | Hasbro Inc | +0.3% | +70.71% | 加碼 |
| 22 | RCL | Royal Caribbean Cruises Ltd. | +0.3% | +58.51% | 加碼 |
| 23 | SMPL | Simply Good Foods Co/the | +0.2% | +194.71% | 加碼 |
| 24 | WST | West Pharmaceutical Services | +0.1% | -2.42% | 減碼 |
| 25 | PFGC | Performance Food Group Co | +0.1% | -7.57% | 減碼 |
| 26 | STZ | Constellation Brands Inc-a | 0% | -21.42% | 減碼 |
| 27 | VNO | Vornado Realty Trust | 0% | +9.19% | 加碼 |
| 28 | TMO | Thermo Fisher Scientific Inc | -0.1% | -3.25% | 減碼 |
| 29 | CUBE | Cubesmart | -0.1% | -21.12% | 減碼 |
| 30 | MNST | Monster Beverage CORP | -0.1% | -34.48% | 減碼 |
| 31 | CTRE | Caretrust Reit Inc | -0.1% | -48.90% | 減碼 |
| 32 | CIEN | Ciena CORP | -0.1% | -64.99% | 減碼 |
| 33 | LOW | Lowe's Cos Inc | -0.2% | -53.56% | 減碼 |
| 34 | JNJ | Johnson & Johnson | -0.3% | -42.57% | 減碼 |
| 35 | RGEN | Repligen CORP | -0.3% | -15.99% | 減碼 |
| 36 | EGP | Eastgroup Properties Inc | -0.3% | -42.96% | 減碼 |
| 37 | DRH | Diamondrock Hospitality Co | -0.3% | -85.53% | 減碼 |
| 38 | INVH | Invitation Homes Inc | -0.3% | -75.83% | 減碼 |
| 39 | LULU | Lululemon Athletica Inc | -0.3% | -34.87% | 減碼 |
| 40 | AHR | American Healthcare Reit Inc | -0.3% | -39.01% | 減碼 |
| 41 | FIX | Comfort Systems USA Inc | -0.4% | -67.56% | 減碼 |
| 42 | CHE | Chemed CORP | -0.4% | -81.14% | 減碼 |
| 43 | MAN | Manpowergroup Inc | -0.4% | -83.21% | 減碼 |
| 44 | UNH | Unitedhealth Group Inc | -0.4% | -34.56% | 減碼 |
| 45 | MSGS | Madison Square Garden Sports | -0.4% | -92.11% | 減碼 |
| 46 | INTC | Intel CORP | -0.4% | -61.29% | 減碼 |
| 47 | BTSG | Brightspring Health Services | -0.4% | -65.90% | 減碼 |
| 48 | IDXX | Idexx Laboratories Inc | -0.6% | -61.74% | 減碼 |
| 49 | RPRX | Royalty Pharma plc | -0.6% | -54.48% | 減碼 |
| 50 | H | Hyatt Hotels CORP - Cl A | -0.6% | -45.15% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Taproot Management LP 在 Q1 2026 季度的美股持倉總市值約為 US$5.3億，共申報了 180 個公開持股部位。
在 Q1 2026 季度，Taproot Management LP 按市值排列的前三大核心持股分別為：PFGC (2.1%)、WST (2.1%)、ELV (1.8%)。其中最大持股部位 PFGC 佔據整體投資組合約 2.1% 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
ABBV
市值: US$784.7萬
本季最大獲利了結 / 清倉標的
BSX
前期市值: US$1132.8萬
在 Q1 2026 季度中，Taproot Management LP 共進行了 200 項持倉異動，包含新建倉 79 個部位、加碼 24 個部位、減碼 41 個部位以及清倉 56 個部位。 其中最大新建倉標的為 ABBV。 本季清倉部位包含 BSX。
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。