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: 0001280965
申報總市值
US$98.4億
US$98.4億
90 檔
40.4%
截至 Q1 2026 季度末，Tortoise Capital Advisors, L.l.c. 的美股持倉估值約為 US$98.4億，全數申報部位共有 90 檔。
在 Q1 2026，Tortoise Capital Advisors, L.l.c. 操作展現出積極擴展與加碼意向。本季共新建倉 12 個新部位，並對 58 個既有持股進行加碼（合計增持 70 檔），相較減碼與清倉部位顯著佔優。
整體而言，Tortoise Capital Advisors, L.l.c. 的前 5 大持股（包含 TRGP, WMB, ET）貢獻了組合市值的 40.4%，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 | TRGP | Targa Resources CORP | 股票-能源 | 9.26% | +0.36% | +4.65% | |
| 2 | WMB | Williams Cos Inc | 股票-能源 | 8.72% | -0.22% | +1.20% | |
| 3 | ET | Energy Transfer LP | 股票-能源 | 7.93% | -0.54% | +2.04% | |
| 4 | MPLX | Mplx LP | 股票-能源 | 7.88% | -1.87% | -0.45% | |
| 5 | LNG | Cheniere Energy Inc | 股票-能源 | 7.56% | -0.41% | +11.48% | |
| 6 | EPD | Enterprise Products Partners | 股票-能源 | 5.86% | +1.10% | +4.06% | |
| 7 | OKE | Oneok Inc | 股票-能源 | 5.74% | -0.13% | +5.38% | |
| 8 | TRP | Tc Energy CORP | 股票-能源 | 5.22% | -0.30% | -12.79% | |
| 9 | DTM | Dt Midstream Inc | 股票-能源 | 4.22% | +0.22% | +0.89% | |
| 10 | ENB | Enbridge Inc | 股票-能源 | 3.78% | -0.49% | -5.11% | |
| 11 | WES | Western Midstream Partners L | 股票-能源 | 3.77% | -0.88% | +2.82% | |
| 12 | PAGP | Plains Gp Holdings Lp-cl A | 股票-能源 | 2.98% | -0.24% | +0.81% | |
| 13 | KMI | Kinder Morgan, Inc. | 股票-能源 | 2.74% | -1.37% | -14.19% | |
| 14 | AM | Antero Midstream CORP | 股票-能源 | 2.65% | -0.29% | -2.14% | |
| 15 | PAA | Plains All Amer Pipeline LP | 股票-能源 | 2.51% | +0.57% | +13.10% | |
| 16 | PBA | Pembina Pipeline CORP | 股票-能源 | 1.85% | +0.32% | +3.38% | |
| 17 | HESM | Hess Midstream LP - Class A | 股票-其他 | 1.81% | -0.19% | +1.02% | |
| 18 | CEG | Constellation Energy | 股票-公用事業 | 1.15% | -0.29% | +84.41% | |
| 19 | SRE | Sempra | 股票-公用事業 | 1.14% | -0.37% | -29.52% | |
| 20 | EVRG | Evergy Inc | 股票-公用事業 | 1.08% | -0.54% | -7.14% | |
| 21 | CWEN | Clearway Energy Inc-c | 股票-公用事業 | 1.06% | -0.98% | -1.72% | |
| 22 | VST | Vistra CORP | 股票-公用事業 | 0.75% | -0.07% | +17.73% | |
| 23 | CQP | Cheniere Energy Partners LP | 股票-其他 | 0.75% | -0.07% | +1.26% | |
| 24 | NRG | Nrg Energy Inc | 股票-公用事業 | 0.60% | — | +23.16% | |
| 25 | SUN | Sunoco LP | 股票-其他 | 0.55% | -0.02% | +1.85% | |
| 26 | ETR | Entergy CORP | 股票-公用事業 | 0.50% | +0.61% | +9.18% | |
| 27 | TLN | Talen Energy CORP | 股票-公用事業 | 0.46% | +0.03% | +19.14% | |
| 28 | EQT | Eqt CORP | 股票-能源 | 0.46% | -0.05% | +4.73% | |
| 29 | KGS | Kodiak Gas Services Inc | 股票-其他 | 0.44% | +0.15% | +0.79% | |
| 30 | MPC | Marathon Petroleum CORP | 股票-能源 | 0.43% | -0.01% | +512.30% | |
| 31 | VLO | Valero Energy CORP | 股票-能源 | 0.43% | -0.01% | +435.23% | |
| 32 | EE | Excelerate Energy Inc-a | 股票-其他 | 0.41% | +0.04% | +1.52% | |
| 33 | XEL | Xcel Energy Inc | 股票-公用事業 | 0.36% | -0.36% | EXIT | |
| 34 | CNP | Centerpoint Energy Inc | 股票-公用事業 | 0.35% | +0.14% | +0.61% | |
| 35 | NI | Nisource Inc | 股票-公用事業 | 0.34% | +0.14% | -0.71% | |
| 36 | SOBO | South Bow CORP | 股票-其他 | 0.33% | +0.01% | +1.91% | |
| 37 | DTE | Dte Energy Company | 股票-公用事業 | 0.19% | +0.11% | +0.91% | |
| 38 | KNTK | Kinetik Holdings Inc | 股票-其他 | 0.19% | -0.01% | +1.37% | |
| 39 | WEC | Wec Energy Group Inc | 股票-公用事業 | 0.18% | -0.14% | -1.40% | |
| 40 | CMS | Cms Energy CORP | 股票-公用事業 | 0.18% | -0.18% | EXIT | |
| 41 | CORZ | Core Scientific Inc | 股票-科技 | 0.17% | -0.05% | +7.86% | |
| 42 | CVX | Chevron CORP | 股票-能源 | 0.17% | -0.04% | — | |
| 43 | EXE | Expand Energy CORP | 股票-能源 | 0.16% | -0.03% | -47.17% | |
| 44 | AR | Antero Resources CORP | 股票-能源 | 0.16% | +0.02% | -0.69% | |
| 45 | PSX | Phillips 66 | 股票-能源 | 0.15% | -0.01% | -26.32% | |
| 46 | CTRA | Coterra Energy Inc | 股票-能源 | 0.15% | -0.15% | EXIT | |
| 47 | OVV | Ovintiv Inc | 股票-能源 | 0.14% | +0.03% | +0.09% | |
| 48 | FRMI | Fermi Inc | 股票-其他 | 0.14% | -0.14% | EXIT | |
| 49 | FANG | Diamondback Energy Inc | 股票-能源 | 0.11% | +0.13% | — | |
| 50 | DELL | Dell Technologies -c | 股票-科技 | 0.10% | +0.17% | +78.53% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | LNG | Cheniere Energy Inc | +1.9% | +11.48% | 加碼 |
| 2 | TRGP | Targa Resources CORP | +1.3% | +4.65% | 加碼 |
| 3 | MPC | Marathon Petroleum CORP | +0.4% | +512.30% | 加碼 |
| 4 | VLO | Valero Energy CORP | +0.4% | +435.23% | 加碼 |
| 5 | OKE | Oneok Inc | +0.3% | +5.38% | 加碼 |
| 6 | PAA | Plains All Amer Pipeline LP | +0.3% | +13.10% | 加碼 |
| 7 | CEG | Constellation Energy | +0.2% | +84.41% | 加碼 |
| 8 | PAGP | Plains Gp Holdings Lp-cl A | +0.1% | +0.81% | 加碼 |
| 9 | KGS | Kodiak Gas Services Inc | +0.1% | +0.79% | 加碼 |
| 10 | AM | Antero Midstream CORP | +0.1% | -2.14% | 減碼 |
| 11 | ETR | Entergy CORP | 0% | +9.18% | 加碼 |
| 12 | DELL | Dell Technologies -c | 0% | +78.53% | 加碼 |
| 13 | PUMP | Propetro Holding CORP | 0% | +110.74% | 加碼 |
| 14 | MU | Micron Technology Inc | 0% | +93.73% | 加碼 |
| 15 | WMB | Williams Cos Inc | 0% | +1.20% | 加碼 |
| 16 | EPD | Enterprise Products Partners | 0% | +4.06% | 加碼 |
| 17 | OVV | Ovintiv Inc | 0% | +0.09% | 加碼 |
| 18 | FRMI | Fermi Inc | 0% | +110.41% | 加碼 |
| 19 | CTRA | Coterra Energy Inc | 0% | +11.28% | 加碼 |
| 20 | VRT | Vertiv Holdings Co-a | 0% | +23.78% | 加碼 |
| 21 | WDC | Western Digital CORP | 0% | +20.72% | 加碼 |
| 22 | SUN | Sunoco LP | 0% | +1.85% | 加碼 |
| 23 | KNTK | Kinetik Holdings Inc | 0% | +1.37% | 加碼 |
| 24 | CIEN | Ciena CORP | 0% | -2.29% | 減碼 |
| 25 | DVN | Devon Energy CORP | 0% | +20.79% | 加碼 |
| 26 | MYRG | Myr Group Inc/delaware | 0% | +53.77% | 加碼 |
| 27 | MTZ | Mastec Inc | 0% | +24.76% | 加碼 |
| 28 | NVT | nVent Electric plc | 0% | +42.75% | 加碼 |
| 29 | PWR | Quanta Services Inc | 0% | +16.82% | 加碼 |
| 30 | WULF | Terawulf Inc | 0% | +54.01% | 加碼 |
| 31 | EQT | Eqt CORP | 0% | +4.73% | 加碼 |
| 32 | PRIM | Primoris Services CORP | 0% | +53.80% | 加碼 |
| 33 | ANET | Arista Networks Inc | 0% | +96.62% | 加碼 |
| 34 | SNDK | Sandisk CORP | 0% | -13.16% | 減碼 |
| 35 | GEV | GE Vernova Inc | 0% | +50.50% | 加碼 |
| 36 | MOD | Modine Manufacturing Co | 0% | +21.69% | 加碼 |
| 37 | CAT | Caterpillar Inc | 0% | +51.76% | 加碼 |
| 38 | APH | Amphenol Corp-cl A | 0% | +54.09% | 加碼 |
| 39 | CQP | Cheniere Energy Partners LP | — | +1.26% | 加碼 |
| 40 | SOBO | South Bow CORP | — | +1.91% | 加碼 |
| 41 | AR | Antero Resources CORP | — | -0.69% | 減碼 |
| 42 | CIFR | Cipher Digital Inc | — | +53.98% | 加碼 |
| 43 | CMI | Cummins Inc | — | +51.86% | 加碼 |
| 44 | NVDA | Nvidia CORP | — | +53.55% | 加碼 |
| 45 | CLS | Celestica Inc | — | +53.41% | 加碼 |
| 46 | NGL | Ngl Energy Partners LP | — | — | 不變 |
| 47 | GLP | Global Partners LP | — | +11.43% | 加碼 |
| 48 | EE | Excelerate Energy Inc-a | 0% | +1.52% | 加碼 |
| 49 | DTE | Dte Energy Company | 0% | +0.91% | 加碼 |
| 50 | CMS | Cms Energy CORP | 0% | +3.31% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Tortoise Capital Advisors, L.l.c. 在 Q1 2026 季度的美股持倉總市值約為 US$98.4億，共申報了 90 個公開持股部位。
在 Q1 2026 季度，Tortoise Capital Advisors, L.l.c. 按市值排列的前三大核心持股分別為：TRGP (9.3%)、WMB (8.7%)、ET (7.9%)。其中最大持股部位 TRGP 佔據整體投資組合約 9.3% 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
CVX
市值: US$1621.1萬
本季最大獲利了結 / 清倉標的
XOM
前期市值: US$1600.5萬
在 Q1 2026 季度中，Tortoise Capital Advisors, L.l.c. 共進行了 95 項持倉異動，包含新建倉 12 個部位、加碼 58 個部位、減碼 19 個部位以及清倉 6 個部位。 其中最大新建倉標的為 CVX。 本季清倉部位包含 XOM。
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。