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: 0001454027
申報總市值
US$196.9億
US$196.9億
1650 檔
14.2%
截至 Q1 2026 季度末，Verition Fund Management LLC 的美股持倉估值約為 US$196.9億，全數申報部位共有 1650 檔。
Verition Fund Management LLC 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 131 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，Verition Fund Management LLC 的前 5 大持股（包含 SPY, XLP, HYG）貢獻了組合市值的 14.2%，形成該機構在 Q1 2026 季度的基本面基石。
僅顯示前 200 大持股（共 1650 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 6.13% | -1.15% | +9.47% | |
| 2 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 3.93% | -3.85% | +2626.95% | |
| 3 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-非投資等級債 | 3.83% | -2.89% | +20.81% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 2.40% | +5.61% | -7.77% | |
| 5 | WBD | Warner Bros Discovery Inc | 股票-通訊服務 | 1.80% | -0.05% | -32.83% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 1.60% | +5.53% | -79.94% | |
| 7 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資等級公司債 | 1.55% | -0.73% | +112.34% | |
| 8 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.43% | +0.34% | +80.42% | |
| 9 | NSC | Norfolk Southern CORP | 股票-工業 | 1.37% | -0.15% | +13.74% | |
| 10 | AMD | Advanced Micro Devices | 股票-科技 | 1.10% | -0.48% | +120.06% | |
| 11 | EA | Electronic Arts Inc | 股票-通訊服務 | 1.09% | +0.17% | -22.27% | |
| 12 | XLF | Ss Financial Select Sector | ETF-其他 | 1.04% | -0.84% | +600.96% | |
| 13 | GLD | Spdr Gold Shares | ETF-避險與商品 | 0.91% | -0.41% | +17.99% | |
| 14 | SDA | Sealed Air CORP | 股票-循環性消費 | 0.74% | -0.74% | EXIT | |
| 15 | ONB | Old National Bancorp | 股票-金融 | 0.73% | -0.40% | +6.55% | |
| 16 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密貨幣 | 0.64% | -0.12% | -43.88% | |
| 17 | CWAN | Clearwater Analytics Holdings, Inc. | 股票-科技 | 0.63% | -0.63% | EXIT | |
| 18 | XLE | Ss Energy Select Sector | ETF-其他 | 0.59% | -0.42% | +725.78% | |
| 19 | GTLS | Chart Industries Inc | 股票-工業 | 0.58% | -0.44% | +74.29% | |
| 20 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.55% | +0.42% | -34.49% | |
| 21 | 430 | Terns Pharmaceuticals Inc | 股票-其他 | 0.53% | -0.53% | EXIT | |
| 22 | ALL | Allstate CORP | 股票-金融 | 0.51% | +0.02% | +8.37% | |
| 23 | TXNM | Txnm Energy Inc | 股票-公用事業 | 0.51% | -0.16% | +55.59% | |
| 24 | AMZN | Amazon.com Inc | 股票-循環性消費 | 0.51% | +0.04% | -91.39% | |
| 25 | TRV | Travelers Cos Inc/the | 股票-金融 | 0.50% | — | +6.87% | |
| 26 | AON | Aon plc | 股票-金融 | 0.48% | +0.17% | +9.95% | |
| 27 | BEN | Franklin Resources Inc | 股票-金融 | 0.46% | +0.04% | +37.74% | |
| 28 | BRO | Brown & Brown Inc | 股票-金融 | 0.46% | -0.46% | EXIT | |
| 29 | AAPL | Apple Inc | 股票-科技 | 0.44% | +0.02% | -79.42% | |
| 30 | KVUE | Kenvue Inc | 股票-非循環性消費 | 0.42% | +0.02% | +7.57% | |
| 31 | AES | Aes CORP | 股票-公用事業 | 0.42% | -0.08% | +2464.22% | |
| 32 | EEM | Ishares Msci Emerging Market | ETF-新興市場 | 0.42% | -0.21% | +344.70% | |
| 33 | NVDA | Nvidia CORP | 股票-科技 | 0.41% | +0.01% | -94.94% | |
| 34 | BBT | Beacon Financial CORP | 股票-其他 | 0.39% | -0.02% | -11.25% | |
| 35 | LNG | Cheniere Energy Inc | 股票-能源 | 0.38% | -0.38% | EXIT | |
| 36 | EWZ | Ishares Msci Brazil ETF | ETF-其他 | 0.37% | -0.13% | -54.69% | |
| 37 | NEE | Nextera Energy Inc | 股票-公用事業 | 0.35% | -0.22% | +1039.09% | |
| 38 | KRE | Ss Spdr S&p Regional Bank | ETF-其他 | 0.35% | +0.01% | -20.03% | |
| 39 | TXNM 5.75 06-01-54債券 | Txnm Energy Inc | 債券 | 0.35% | -0.08% | — | |
| 40 | INDB | Independent Bank Corp/ma | 股票-其他 | 0.34% | -0.07% | -15.47% | |
| 41 | JD 0.25 06-01-29債券 | Jd.com Inc | 債券 | 0.34% | -0.23% | +6.28% | |
| 42 | SJM | Jm Smucker Co/the | 股票-非循環性消費 | 0.34% | -0.28% | +255.14% | |
| 43 | SLV | Ishares Silver Trust | ETF-避險與商品 | 0.34% | -0.28% | +1386.78% | |
| 44 | WSBC | Wesbanco Inc | 股票-其他 | 0.33% | -0.10% | -20.06% | |
| 45 | BPOP | Popular Inc | 股票-金融 | 0.32% | -0.12% | -48.78% | |
| 46 | SHEL | Shell Plc-adr | 股票-能源 | 0.32% | -0.14% | +1.55% | |
| 47 | BP | Bp Plc-spons Adr | 股票-能源 | 0.31% | -0.12% | +51.38% | |
| 48 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.31% | -0.31% | EXIT | |
| 49 | HBAN | Huntington Bancshares Inc | 股票-金融 | 0.31% | -0.10% | +22.90% | |
| 50 | ASB | Associated Banc-corp | 股票-金融 | 0.31% | -0.07% | -36.05% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | XLP | Ss Consumer Staples Sel Sect | +3.9% | +2626.95% | 加碼 |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +2.6% | +9.47% | 加碼 |
| 3 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | +1.9% | +20.81% | 加碼 |
| 4 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +1.1% | +112.34% | 加碼 |
| 5 | TLT | Ishares 20+ Year Treasury Bd | +1% | +80.42% | 加碼 |
| 6 | XLF | Ss Financial Select Sector | +0.9% | +600.96% | 加碼 |
| 7 | AMD | Advanced Micro Devices | +0.8% | +120.06% | 加碼 |
| 8 | QQQ | Invesco Qqq Trust Series 1 | +0.7% | -7.77% | 減碼 |
| 9 | NSC | Norfolk Southern CORP | +0.6% | +13.74% | 加碼 |
| 10 | SDA | Sealed Air CORP | +0.6% | +183.05% | 加碼 |
| 11 | XLE | Ss Energy Select Sector | +0.6% | +725.78% | 加碼 |
| 12 | 430 | Terns Pharmaceuticals Inc | +0.5% | +12060.54% | 加碼 |
| 13 | GLD | Spdr Gold Shares | +0.5% | +17.99% | 加碼 |
| 14 | CWAN | Clearwater Analytics Holdings, Inc. | +0.5% | +114.41% | 加碼 |
| 15 | AES | Aes CORP | +0.4% | +2464.22% | 加碼 |
| 16 | GTLS | Chart Industries Inc | +0.4% | +74.29% | 加碼 |
| 17 | EEM | Ishares Msci Emerging Market | +0.4% | +344.70% | 加碼 |
| 18 | NEE | Nextera Energy Inc | +0.3% | +1039.09% | 加碼 |
| 19 | SLV | Ishares Silver Trust | +0.3% | +1386.78% | 加碼 |
| 20 | TXNM | Txnm Energy Inc | +0.3% | +55.59% | 加碼 |
| 21 | SSRM | Ssr Mining Inc | +0.3% | +2176.36% | 加碼 |
| 22 | SJM | Jm Smucker Co/the | +0.3% | +255.14% | 加碼 |
| 23 | LNG | Cheniere Energy Inc | +0.3% | +44.94% | 加碼 |
| 24 | BEN | Franklin Resources Inc | +0.3% | +37.74% | 加碼 |
| 25 | EA | Electronic Arts Inc | +0.2% | -22.27% | 減碼 |
| 26 | BP | Bp Plc-spons Adr | +0.2% | +51.38% | 加碼 |
| 27 | AMT | American Tower CORP | +0.2% | +344.03% | 加碼 |
| 28 | HO1 | Hologic Inc | +0.2% | +107.89% | 加碼 |
| 29 | WAB | Wabtec CORP | +0.2% | +1494.53% | 加碼 |
| 30 | SLAB | Silicon Laboratories Inc | +0.2% | +2524.75% | 加碼 |
| 31 | EVRG | Evergy Inc | +0.2% | +700.53% | 加碼 |
| 32 | PANW | Palo Alto Networks Inc | +0.2% | +104.86% | 加碼 |
| 33 | KR | Kroger Co | +0.2% | +307.49% | 加碼 |
| 34 | COST | Costco Wholesale CORP | +0.2% | +81.96% | 加碼 |
| 35 | PPL | Ppl CORP | +0.2% | +1082.17% | 加碼 |
| 36 | MA | Mastercard Inc - A | +0.2% | +1252.03% | 加碼 |
| 37 | ORLY | O'reilly Automotive Inc | +0.2% | +208.33% | 加碼 |
| 38 | META | Meta Platforms Inc-class A | +0.2% | +82.81% | 加碼 |
| 39 | LNT | Alliant Energy CORP | +0.2% | +237.06% | 加碼 |
| 40 | APTV | Aptiv PLC | +0.2% | +482.48% | 加碼 |
| 41 | OKE | Oneok Inc | +0.2% | +190.51% | 加碼 |
| 42 | DBRG | Digitalbridge Group Inc | +0.2% | +229.28% | 加碼 |
| 43 | LPX | Louisiana-pacific CORP | +0.1% | +1101.31% | 加碼 |
| 44 | UNF | Unifirst Corp/ma | +0.1% | +1751.20% | 加碼 |
| 45 | EQIX | Equinix Inc | +0.1% | +104.75% | 加碼 |
| 46 | WEC 4.375 06-01-29債券 | Wec Energy Group Inc | +0.1% | +100.00% | 加碼 |
| 47 | OR | Or Royalties Inc | +0.1% | +77.05% | 加碼 |
| 48 | K4F | Onestream Inc | +0.1% | +6194.99% | 加碼 |
| 49 | PEN | Penumbra Inc | +0.1% | +501.77% | 加碼 |
| 50 | ECHO | Echostar Corp-a | +0.1% | +294.82% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Verition Fund Management LLC 在 Q1 2026 季度的美股持倉總市值約為 US$196.9億，共申報了 1650 個公開持股部位。
在 Q1 2026 季度，Verition Fund Management LLC 按市值排列的前三大核心持股分別為：SPY (6.1%)、XLP (3.9%)、HYG (3.8%)。其中最大持股部位 SPY 佔據整體投資組合約 6.1% 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
IEF
市值: US$4772.0萬
本季最大獲利了結 / 清倉標的
CYBERARK SOFTWARE LTD. CMN
前期市值: US$1.8億
在 Q1 2026 季度中，Verition Fund Management LLC 共進行了 200 項持倉異動，包含新建倉 12 個部位、加碼 57 個部位、減碼 97 個部位以及清倉 34 個部位。 其中最大新建倉標的為 IEF。 本季清倉部位包含 CYBERARK SOFTWARE LTD. CMN。
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。