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: 0001600064
申報總市值
—
US$383.9億
2028 檔
28.2%
在 Q1 2026 的 13F 官方備案中，Tidal Investments LLC 管理的美股投資組合規模來到 US$383.9億，整體持股檔數為 2028 檔。
Tidal Investments LLC 於 Q1 2026 展現出進攻型調倉步調，本季推動了 20 檔股票的新建倉與 108 檔既有部位加碼，整體資金傾向擴大在美股市場的曝險佈局。
從部位權重觀察，前 5 大標的（包含 NVDA, MSTR, TSLA）累計市值佔比達 28.2%，是驅動 Tidal Investments LLC 該季度整體投資組合績效表現的核心支柱。
本季最大新建倉標的
UUP
市值: US$3.5億
本季最大獲利了結 / 清倉標的
AGG
前期市值: US$8586.5萬
僅顯示前 200 大持股（共 2028 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 | NVDA | Nvidia CORP | 股票-科技 | 8.03% | — | -4.44% | |
| 2 | MSTR | Strategy Inc | 股票-科技 | 5.11% | — | +15.10% | |
| 3 | TSLA | Tesla Inc | 股票-循環性消費 | 4.24% | — | +10.35% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.74% | — | +1976.63% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.72% | — | +21.80% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.03% | — | +32.01% | |
| 7 | AAPL | Apple Inc | 股票-科技 | 2.02% | — | +1.99% | |
| 8 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.85% | — | -20.24% | |
| 9 | COIN | Coinbase Global Inc -class A | 股票-金融 | 1.68% | — | -23.72% | |
| 10 | AMZN | Amazon.com Inc | 股票-循環性消費 | 1.43% | — | -25.35% | |
| 11 | GDX | Vaneck Gold Miners ETF | ETF-避險與商品 | 1.32% | — | -3.52% | |
| 12 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.07% | — | +87.32% | |
| 13 | AG | First Majestic Silver CORP | 股票-原物料 | 0.96% | — | -13.23% | |
| 14 | AVGO | Broadcom Inc | 股票-科技 | 0.93% | — | -21.62% | |
| 15 | HOOD | Robinhood Markets Inc - A | 股票-金融 | 0.87% | — | +8.41% | |
| 16 | CDE | Coeur Mining Inc | 股票-原物料 | 0.86% | — | +20.57% | |
| 17 | NFLX | Netflix Inc | 股票-通訊服務 | 0.86% | — | +32.70% | |
| 18 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 0.79% | — | -31.49% | |
| 19 | HL | Hecla Mining Co | 股票-原物料 | 0.78% | — | -18.56% | |
| 20 | COP | Conocophillips | 股票-能源 | 0.76% | — | +1790.71% | |
| 21 | UUP | Invesco Db US Dollar Index B | ETF-大型股與成長 | 0.75% | — | — | |
| 22 | XOM | Exxon Mobil CORP | 股票-能源 | 0.64% | — | +58.85% | |
| 23 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股與成長 | 0.63% | — | — | |
| 24 | CVX | Chevron CORP | 股票-能源 | 0.58% | — | +146.93% | |
| 25 | AMD | Advanced Micro Devices | 股票-科技 | 0.56% | — | -52.25% | |
| 26 | MRNA | Moderna Inc | 股票-醫療保健 | 0.54% | — | +29.30% | |
| 27 | LRCX | Lam Research CORP | 股票-科技 | 0.53% | — | -37.73% | |
| 28 | WPM | Wheaton Precious Metals CORP | 股票-原物料 | 0.52% | — | — | |
| 29 | GEV | GE Vernova Inc | 股票-工業 | 0.49% | — | +8.78% | |
| 30 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 0.48% | — | +3.04% | |
| 31 | UNH | Unitedhealth Group Inc | 股票-醫療保健 | 0.48% | — | +291.98% | |
| 32 | LLY | Eli Lilly & Co | 股票-醫療保健 | 0.48% | — | +43.22% | |
| 33 | SMCI | Super Micro Computer Inc | 股票-科技 | 0.47% | — | +3.01% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 0.44% | — | -54.22% | |
| 35 | PWR | Quanta Services Inc | 股票-工業 | 0.42% | — | -49.72% | |
| 36 | OXY | Occidental Petroleum CORP | 股票-能源 | 0.40% | — | +24.97% | |
| 37 | MELI | Mercadolibre Inc | 股票-循環性消費 | 0.40% | — | +385.43% | |
| 38 | KLAC | Kla CORP | 股票-科技 | 0.39% | — | +4.95% | |
| 39 | AXP | American Express Co | 股票-金融 | 0.37% | — | -22.29% | |
| 40 | SAP | Sap Se-sponsored Adr | 股票-科技 | 0.36% | — | +4778.48% | |
| 41 | EXK | Endeavour Silver CORP | 股票-原物料 | 0.36% | — | -0.51% | |
| 42 | JNJ | Johnson & Johnson | 股票-醫療保健 | 0.35% | — | +137.07% | |
| 43 | DHR | Danaher CORP | 股票-醫療保健 | 0.35% | — | +720.95% | |
| 44 | PAAS | Pan American Silver CORP | 股票-原物料 | 0.34% | — | +15.51% | |
| 45 | HYMC | Hycroft Mining Holding Co-a | 股票-其他 | 0.34% | — | +63.10% | |
| 46 | VXUS | Vanguard Total Intl Stock | ETF-其他 | 0.34% | — | +5.54% | |
| 47 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.34% | — | -32.43% | |
| 48 | BVN | Cia De Minas Buenaventur-adr | 股票-其他 | 0.34% | — | +18.40% | |
| 49 | COF | Capital One Financial CORP | 股票-金融 | 0.33% | — | +346.60% | |
| 50 | ASML | ASML Holding N.V. | 股票-科技 | 0.33% | — | +162.68% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | +2.6% | +1976.63% | 加碼 |
| 2 | COP | Conocophillips | +0.7% | +1790.71% | 加碼 |
| 3 | TSM | Taiwan Semiconductor-sp Adr | +0.5% | +87.32% | 加碼 |
| 4 | CVX | Chevron CORP | +0.4% | +146.93% | 加碼 |
| 5 | SAP | Sap Se-sponsored Adr | +0.4% | +4778.48% | 加碼 |
| 6 | XOM | Exxon Mobil CORP | +0.3% | +58.85% | 加碼 |
| 7 | UNH | Unitedhealth Group Inc | +0.3% | +291.98% | 加碼 |
| 8 | AMGN | Amgen Inc | +0.3% | +931.34% | 加碼 |
| 9 | MELI | Mercadolibre Inc | +0.3% | +385.43% | 加碼 |
| 10 | DHR | Danaher CORP | +0.3% | +720.95% | 加碼 |
| 11 | MRNA | Moderna Inc | +0.3% | +29.30% | 加碼 |
| 12 | CMCSA | Comcast Corp-class A | +0.3% | +1117.79% | 加碼 |
| 13 | WDAY | Workday Inc-class A | +0.3% | +3933.81% | 加碼 |
| 14 | SHEL | Shell Plc-adr | +0.3% | +415.81% | 加碼 |
| 15 | APD | Air Products & Chemicals Inc | +0.2% | +1687.29% | 加碼 |
| 16 | COF | Capital One Financial CORP | +0.2% | +346.60% | 加碼 |
| 17 | OKE | Oneok Inc | +0.2% | +2256.05% | 加碼 |
| 18 | LEN | Lennar Corp-a | +0.2% | +12447.90% | 加碼 |
| 19 | NOC | Northrop Grumman CORP | +0.2% | +1480.29% | 加碼 |
| 20 | WWD | Woodward Inc | +0.2% | +4497.07% | 加碼 |
| 21 | FTNT | Fortinet Inc | +0.2% | +1762.58% | 加碼 |
| 22 | JNJ | Johnson & Johnson | +0.2% | +137.07% | 加碼 |
| 23 | ASML | ASML Holding N.V. | +0.2% | +162.68% | 加碼 |
| 24 | AER | AerCap Holdings N.V. | +0.2% | +785.23% | 加碼 |
| 25 | AA | Alcoa CORP | +0.2% | +3554.65% | 加碼 |
| 26 | LITE | Lumentum Holdings Inc | +0.2% | +157.06% | 加碼 |
| 27 | UNP | Union Pacific CORP | +0.2% | +168.11% | 加碼 |
| 28 | SILJ | Amplify Junior Silver Miners | +0.2% | +929.82% | 加碼 |
| 29 | COHR | Coherent CORP | +0.2% | +469.78% | 加碼 |
| 30 | PKG | Packaging CORP Of America | +0.2% | +6348.63% | 加碼 |
| 31 | HYMC | Hycroft Mining Holding Co-a | +0.2% | +63.10% | 加碼 |
| 32 | FIX | Comfort Systems USA Inc | +0.2% | +360.90% | 加碼 |
| 33 | PPG | Ppg Industries Inc | +0.2% | +2551.63% | 加碼 |
| 34 | CIEN | Ciena CORP | +0.2% | +452.50% | 加碼 |
| 35 | OXY | Occidental Petroleum CORP | +0.2% | +24.97% | 加碼 |
| 36 | XLE | Ss Energy Select Sector | +0.2% | +5228.05% | 加碼 |
| 37 | NFLX | Netflix Inc | +0.2% | +32.70% | 加碼 |
| 38 | MRK | Merck & Co. Inc. | +0.2% | +193.25% | 加碼 |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +131.57% | 加碼 |
| 40 | ALAB | Astera Labs Inc | +0.1% | +534.84% | 加碼 |
| 41 | VRT | Vertiv Holdings Co-a | +0.1% | +131.55% | 加碼 |
| 42 | ABBV | Abbvie Inc | +0.1% | +147.49% | 加碼 |
| 43 | TTE | TotalEnergies SE | +0.1% | +322.53% | 加碼 |
| 44 | EL | Estee Lauder Companies-cl A | +0.1% | +2463.09% | 加碼 |
| 45 | HUM | Humana Inc | +0.1% | +1855.68% | 加碼 |
| 46 | GEV | GE Vernova Inc | +0.1% | +8.78% | 加碼 |
| 47 | ARM | Arm Holdings Plc-adr | +0.1% | +143.34% | 加碼 |
| 48 | SNDK | Sandisk CORP | +0.1% | +264.59% | 加碼 |
| 49 | GILD | Gilead Sciences Inc | +0.1% | +203.28% | 加碼 |
| 50 | POWL | Powell Industries Inc | +0.1% | +11401.71% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Tidal Investments LLC 在 Q1 2026 季度的美股持倉總市值約為 US$383.9億，共申報了 2028 個公開持股部位。
在 Q1 2026 季度，Tidal Investments LLC 按市值排列的前三大核心持股分別為：NVDA (8.0%)、MSTR (5.1%)、TSLA (4.2%)。其中最大持股部位 NVDA 佔據整體投資組合約 8.0% 的權重。
在 Q1 2026 季度中，Tidal Investments LLC 共進行了 200 項持倉異動，包含新建倉 20 個部位、加碼 108 個部位、減碼 61 個部位以及清倉 11 個部位。 其中最大新建倉標的為 UUP。 本季清倉部位包含 AGG。
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。